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stonksberry
2021-11-03
Not bad
stonksberry
2021-11-03
lol
Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>将这 10 只股票纳入您的关注范围,因为它们可能会从最近的税收损失抛售中反弹</blockquote>
stonksberry
2021-11-02
dey
Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>
stonksberry
2021-11-02
like plz
Here Come the Best Three Months for the Stock Market<blockquote>股市最好的三个月来了</blockquote>
stonksberry
2021-11-01
lol
Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告:本周须知</blockquote>
stonksberry
2021-11-01
lol
抱歉,原内容已删除
stonksberry
2021-11-01
lol
抱歉,原内容已删除
stonksberry
2021-11-01
lol
Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>
stonksberry
2021-11-01
lol
Chinese Carmaker BYD Raises $1.78 Billion in Share Placement<blockquote>中国汽车制造商比亚迪通过配股筹集 17.8 亿美元</blockquote>
stonksberry
2021-10-30
lol
Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share<blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格</blockquote>
stonksberry
2021-10-30
lol
抱歉,原内容已删除
stonksberry
2021-10-30
Lol
抱歉,原内容已删除
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bad","listText":"Not bad","text":"Not bad","images":[{"img":"https://static.tigerbbs.com/f8dfc87a4a1e581a87f0fa744a90aa71","width":"1080","height":"2312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841246143","isVote":1,"tweetType":1,"viewCount":3752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841337672,"gmtCreate":1635884757767,"gmtModify":1635884757767,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841337672","repostId":"1196323855","repostType":4,"repost":{"id":"1196323855","kind":"news","pubTimestamp":1635835644,"share":"https://www.laohunote.com/m/news/1196323855?lang=zh_CN&edition=full","pubTime":"2021-11-02 14:47","market":"us","language":"en","title":"Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>将这 10 只股票纳入您的关注范围,因为它们可能会从最近的税收损失抛售中反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196323855","media":"MarketWatch","summary":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks. Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the","content":"<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者倾向于在 10 月底之前抛售一些输家,从而在某些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影:Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。因此,是时候在残骸中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好,因为共同基金和其他大型投资者必须在 10 月 31 日之前实现税收损失。此后,他们击中的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱?</blockquote></p><p> Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美国银行的数据,自 1986 年以来,标普500股票在今年前 10 个月下跌了 10% 以上(最大的税收损失卖出候选人),随后三个月上涨了 5.6%。这比标普500同期 3.9% 的平均回报率高出 1.6 个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售后,这些股票可以从季节性牛市顺风中获得提振。美国银行表示,11 月 1 日至 1 月 31 日期间,标普500自 1936 年以来平均上涨 4.5%,而所有其他滚动三个月期间的上涨幅度为 2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.</p><p><blockquote>最近几周,机构投资者一直是股票的大卖家,他们在很大程度上依赖于他们的税收损失卖出候选人。为了找到最划算的交易,美国银行在标普500上筛选了年初至今 (YTD) 跌幅超过 10% 的股票。然后该银行建议客户考虑其买入评级的 13 只股票。该名单包括全球支付、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。根据我在 my stock letter Brush Up Stocks 上分析内部人士购买情况的系统,我会选择那些跌幅较大、内部人士最近购买了大量股票的股票。(你可以在下面的简历中找到我的信的链接。)</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明,商业趋势将支撑 11 月初及以后的股价上涨。我最近在我的股票信中建议了其中 22 个名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔;最新价格: $48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-3.1%;-29.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕购买</b>:10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>:2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期,但由于数据中心、所谓的物联网和 Mobileye(自动驾驶汽车)的销售实力,英特尔股价在 10 月下旬暴跌。问题是:英特尔宣布了激进的资本支出,这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言,我喜欢投资未来的公司,尤其是当新闻使其股价更便宜时。鉴于他们的大量购买,内部人士对此表示同意。英特尔股价今年的下跌意味着几乎所有在 2021 年买入的人都会亏损。毫无疑问,他们中的许多人在 10 月下旬抛售股票以实现税收损失,加剧了看涨资本支出消息造成的股市疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场;最新价格:1,512 美元</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-7.8%;-23.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>:8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>: 无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。第二季度销售额同比增长超过 100%。其用户群增长了 47%,达到 7590 万购物者。该股今年已两次飙升至 1,800 美元至 2,000 美元区间。但它最近表现疲软,还有很多大型科技股。任何今年购买尖峰的人在 10 月下旬都下跌了很多,可能是为了赚取税收损失而卖出。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但业内人士看好,为什么不呢?拉丁美洲的在线零售采用落后,因此为了赶上世界其他地区,它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示,未来几年,拉丁美洲的电子商务年销售额增长速度将是世界上最快的,比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>酥脆的奶油;最新价格: $12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-17.7%;-38.9% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>:2021年8月19日至2021年9月10日</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>:1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme 于 7 月初再次上市,股价在 16 至 21 美元之间。该股目前交易价格为 12.89 美元,几乎处于历史最低点。这意味着任何购买的基金都在水下。毫无疑问,他们中的许多人希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个理由看涨。其中之一是专门从事消费品股票的欧洲公司 JAB Holding 的大宗收购。其次,Krispy Kreme 的增长强劲。该公司报告第二季度有机销售额增长了 23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme 在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了货架稳定的包装产品,并在杂货店和便利店设置了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿;最新价格: $57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-25.9%;-32.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>:2021年10月11日至2021年10月20日</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>:1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果您在用餐时点了薯条,那么您很可能是这家公司的客户。兰姆·韦斯顿是餐馆烹饪的冷冻薯条的主要生产商。这家公司总部设在爱达荷州(恰当地说),向北美和海外排名前100的连锁餐厅销售产品。麦当劳是一个大客户。你也可以在杂货店找到它的产品,在爱达荷种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司的销售增长强劲,但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度,但这些将被证明是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时,兰姆·韦斯顿一直在提高其产品价格,这也将抵消损失。只是需要一些时间。另一个优势:Lamb Weston 在高增长的新兴市场拥有强大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源;最新价格: $30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>:-44.4%;-54.8%较2021年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>:8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>:1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在 2019 年 6 月以 10-11 美元的价格在我的股票信中向订阅者建议这个能源基础设施名称。尽管今年股价大幅下跌,但我们的股价仍然翻了三倍。我认为该股在当前回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气,将其冷冻成易于运输的液化天然气,然后出售给从更脏的柴油和重质燃料油转换而来的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上升和公司沉重的债务负担,New Fortress Energy 的股价下跌。但天然气价格将在冬季供暖季后降温,持续增长将有助于该公司管理其债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士当然这么认为。拥有良好记录的高管最近购买了价值 100 万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住,税收损失抛售反弹候选人可能会在 12 月下旬遭受另一轮疲软,因为散户投资者必须在年底前进行税收损失抛售。这将是为这些公司增光添彩的又一个机会。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>将这 10 只股票纳入您的关注范围,因为它们可能会从最近的税收损失抛售中反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPut these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>将这 10 只股票纳入您的关注范围,因为它们可能会从最近的税收损失抛售中反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-02 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者倾向于在 10 月底之前抛售一些输家,从而在某些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影:Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。因此,是时候在残骸中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好,因为共同基金和其他大型投资者必须在 10 月 31 日之前实现税收损失。此后,他们击中的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱?</blockquote></p><p> Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美国银行的数据,自 1986 年以来,标普500股票在今年前 10 个月下跌了 10% 以上(最大的税收损失卖出候选人),随后三个月上涨了 5.6%。这比标普500同期 3.9% 的平均回报率高出 1.6 个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售后,这些股票可以从季节性牛市顺风中获得提振。美国银行表示,11 月 1 日至 1 月 31 日期间,标普500自 1936 年以来平均上涨 4.5%,而所有其他滚动三个月期间的上涨幅度为 2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.</p><p><blockquote>最近几周,机构投资者一直是股票的大卖家,他们在很大程度上依赖于他们的税收损失卖出候选人。为了找到最划算的交易,美国银行在标普500上筛选了年初至今 (YTD) 跌幅超过 10% 的股票。然后该银行建议客户考虑其买入评级的 13 只股票。该名单包括全球支付、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。根据我在 my stock letter Brush Up Stocks 上分析内部人士购买情况的系统,我会选择那些跌幅较大、内部人士最近购买了大量股票的股票。(你可以在下面的简历中找到我的信的链接。)</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明,商业趋势将支撑 11 月初及以后的股价上涨。我最近在我的股票信中建议了其中 22 个名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔;最新价格: $48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-3.1%;-29.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕购买</b>:10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>:2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期,但由于数据中心、所谓的物联网和 Mobileye(自动驾驶汽车)的销售实力,英特尔股价在 10 月下旬暴跌。问题是:英特尔宣布了激进的资本支出,这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言,我喜欢投资未来的公司,尤其是当新闻使其股价更便宜时。鉴于他们的大量购买,内部人士对此表示同意。英特尔股价今年的下跌意味着几乎所有在 2021 年买入的人都会亏损。毫无疑问,他们中的许多人在 10 月下旬抛售股票以实现税收损失,加剧了看涨资本支出消息造成的股市疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场;最新价格:1,512 美元</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-7.8%;-23.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>:8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>: 无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。第二季度销售额同比增长超过 100%。其用户群增长了 47%,达到 7590 万购物者。该股今年已两次飙升至 1,800 美元至 2,000 美元区间。但它最近表现疲软,还有很多大型科技股。任何今年购买尖峰的人在 10 月下旬都下跌了很多,可能是为了赚取税收损失而卖出。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但业内人士看好,为什么不呢?拉丁美洲的在线零售采用落后,因此为了赶上世界其他地区,它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示,未来几年,拉丁美洲的电子商务年销售额增长速度将是世界上最快的,比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>酥脆的奶油;最新价格: $12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-17.7%;-38.9% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>:2021年8月19日至2021年9月10日</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>:1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme 于 7 月初再次上市,股价在 16 至 21 美元之间。该股目前交易价格为 12.89 美元,几乎处于历史最低点。这意味着任何购买的基金都在水下。毫无疑问,他们中的许多人希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个理由看涨。其中之一是专门从事消费品股票的欧洲公司 JAB Holding 的大宗收购。其次,Krispy Kreme 的增长强劲。该公司报告第二季度有机销售额增长了 23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme 在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了货架稳定的包装产品,并在杂货店和便利店设置了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿;最新价格: $57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-25.9%;-32.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>:2021年10月11日至2021年10月20日</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>:1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果您在用餐时点了薯条,那么您很可能是这家公司的客户。兰姆·韦斯顿是餐馆烹饪的冷冻薯条的主要生产商。这家公司总部设在爱达荷州(恰当地说),向北美和海外排名前100的连锁餐厅销售产品。麦当劳是一个大客户。你也可以在杂货店找到它的产品,在爱达荷种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司的销售增长强劲,但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度,但这些将被证明是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时,兰姆·韦斯顿一直在提高其产品价格,这也将抵消损失。只是需要一些时间。另一个优势:Lamb Weston 在高增长的新兴市场拥有强大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源;最新价格: $30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>:-44.4%;-54.8%较2021年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>:8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>:1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在 2019 年 6 月以 10-11 美元的价格在我的股票信中向订阅者建议这个能源基础设施名称。尽管今年股价大幅下跌,但我们的股价仍然翻了三倍。我认为该股在当前回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气,将其冷冻成易于运输的液化天然气,然后出售给从更脏的柴油和重质燃料油转换而来的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上升和公司沉重的债务负担,New Fortress Energy 的股价下跌。但天然气价格将在冬季供暖季后降温,持续增长将有助于该公司管理其债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士当然这么认为。拥有良好记录的高管最近购买了价值 100 万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住,税收损失抛售反弹候选人可能会在 12 月下旬遭受另一轮疲软,因为散户投资者必须在年底前进行税收损失抛售。这将是为这些公司增光添彩的又一个机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DNUT":"Krispy Kreme, Inc.","GPN":"环汇有限公司","NFE":"New Fortress Energy LLC","VTRS":"Viatris Inc.","LW":"Lamb Weston Holdings, Inc.","TMUS":"T-Mobile US Inc","QCOM":"高通","MELI":"MercadoLibre","INTC":"英特尔","INCY":"因塞特医疗"},"source_url":"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196323855","content_text":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks\nPhoto by Jack Atley/ALLSPORT/Getty Images\nBig investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.\nThis trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.\nBy how much?\nSince 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.\nAfter tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.\nInstitutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.\nI’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)\nThe significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.\nIntel; recent price: $48.25\nStock decline: -3.1% YTD; -29.5% from 2021 high\nLatest insider purchase: 10/25/21\nYield: 2.9%\nIntel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.\nPersonally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.\nMercadoLibre; recent price: $1,512\nStock decline: -7.8% YTD; -23.5% from 2021 high\nLatest insider purchases: 8/18/21\nYield: None\nThis online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.\nBut insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.\nKrispy Kreme; recent price: $12.86\nStock decline: -17.7% YTD; -38.9% from 2021 high\nLatest insider purchases: 8/19/21 to 9/10/21\nYield: 1.1%\nKrispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.\nBut there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.\nKrispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.\nLamb Weston; recent price: $57.49\nStock decline: -25.9% YTD; -32.5% from 2021 high\nLatest insider purchases: 10/11/21 through 10/20/21\nYield: 1.6%\nIf you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.\nThe company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.\nMeanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.\nNew Fortress Energy; recent price: $30.56\nStock decline: -44.4%; -54.8% from 2021 high\nLatest insider purchases: 8/19/21\nYield: 1.3%\nI originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.\nNew Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.\nNew Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.\nInsiders sure think so. Execs with solid records recently bought $1 million worth of stock.\nRemember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.","news_type":1,"symbols_score_info":{"GPN":0.9,"LW":0.9,"DNUT":0.9,"TMUS":0.9,"VTRS":0.9,"NFE":0.9,"QCOM":0.9,"INCY":0.9,"MELI":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843301410,"gmtCreate":1635806474021,"gmtModify":1635806474021,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"dey","listText":"dey","text":"dey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843301410","repostId":"1175678891","repostType":4,"repost":{"id":"1175678891","kind":"news","pubTimestamp":1635779942,"share":"https://www.laohunote.com/m/news/1175678891?lang=zh_CN&edition=full","pubTime":"2021-11-01 23:19","market":"us","language":"en","title":"Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</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>Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</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\">\nApple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-01 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">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/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843301840,"gmtCreate":1635806462721,"gmtModify":1635806462721,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"like plz","listText":"like plz","text":"like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843301840","repostId":"1107511111","repostType":4,"repost":{"id":"1107511111","kind":"news","pubTimestamp":1635748182,"share":"https://www.laohunote.com/m/news/1107511111?lang=zh_CN&edition=full","pubTime":"2021-11-01 14:29","market":"us","language":"en","title":"Here Come the Best Three Months for the Stock Market<blockquote>股市最好的三个月来了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107511111","media":"Barrons","summary":"The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, ","content":"<p>The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, but that shouldn’t necessarily deter investors from buying now. The best three-month stretch out there for stocks, historically, begins in November.</p><p><blockquote>股市已经起飞,周五美国三大股指均创下历史新高,但这并不一定会阻止投资者现在买入。从历史上看,股市最好的三个月时间是从 11 月开始的。</blockquote></p><p> Stocks have recently jumped, shaking off several risks. The S&P 500 rose 6.9% in October even as supply-chain constraints hamper companies’ ability to meet sales goals and create profit-destroying cost pressures. Plus, an expected continuation in the rise of bond yields could lower equity valuations because higher yields reduce the current value of future profits.</p><p><blockquote>股市最近大幅上涨,摆脱了几种风险。10 月份标普500上涨了 6.9%,尽管供应链限制阻碍了企业实现销售目标的能力,并造成了损害利润的成本压力。此外,债券收益率持续上升的预期可能会降低股票估值,因为较高的收益率会降低未来利润的现值。</blockquote></p><p> But none of that necessarily means now is a bad time to buy stocks. The next three months are historically the best for the major U.S. indexes. Since their inception, the S&P 500 and Dow Jones Industrial Average have both gained an 3.4% on average during that three-month stretch—more than in any other comparable period. The Nasdaq Composite‘s average move is a 6.3% gain.</p><p><blockquote>但这并不一定意味着现在是购买股票的糟糕时机。未来三个月是美国主要股指历史上最好的三个月。自成立以来,标普500和道琼斯工业平均指数在这三个月内平均上涨了 3.4%,高于任何其他可比时期。纳斯达克综合指数的平均涨幅为 6.3%。</blockquote></p><p> The strong performance at year-end isn’t just happenstance, either. People tend to fund their investment accounts at the end of the year, which means they are essentially pumping money into the stock market. Most people contribute to their IRA accounts—all at once—at year-end, when they have a clear picture of how their finances are shaping up, says John Ham, wealth advisor at New England Investments & Retirement Group.</p><p><blockquote>年底的强劲表现也并非偶然。人们倾向于在年底为他们的投资账户注资,这意味着他们本质上是在向股票市场注入资金。新英格兰投资与退休集团 (New England Investments & Retirement Group) 财富顾问约翰·哈姆 (John Ham) 表示,大多数人都会在年底一次性向 IRA 账户存款,此时他们对自己的财务状况有了清晰的了解。</blockquote></p><p> Then, “in January, you get a lot of employer contributions to plans also,” Ham said.</p><p><blockquote>然后,“哈姆说:”一月份,你还会收到很多雇主对计划的缴款。</blockquote></p><p> Risks and all, getting at least some exposure to the stock market today is probably a sound idea.</p><p><blockquote>风险总而言之,今天至少接触一些股市可能是一个好主意。</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>Here Come the Best Three Months for the Stock Market<blockquote>股市最好的三个月来了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Come the Best Three Months for the Stock Market<blockquote>股市最好的三个月来了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-01 14:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, but that shouldn’t necessarily deter investors from buying now. The best three-month stretch out there for stocks, historically, begins in November.</p><p><blockquote>股市已经起飞,周五美国三大股指均创下历史新高,但这并不一定会阻止投资者现在买入。从历史上看,股市最好的三个月时间是从 11 月开始的。</blockquote></p><p> Stocks have recently jumped, shaking off several risks. The S&P 500 rose 6.9% in October even as supply-chain constraints hamper companies’ ability to meet sales goals and create profit-destroying cost pressures. Plus, an expected continuation in the rise of bond yields could lower equity valuations because higher yields reduce the current value of future profits.</p><p><blockquote>股市最近大幅上涨,摆脱了几种风险。10 月份标普500上涨了 6.9%,尽管供应链限制阻碍了企业实现销售目标的能力,并造成了损害利润的成本压力。此外,债券收益率持续上升的预期可能会降低股票估值,因为较高的收益率会降低未来利润的现值。</blockquote></p><p> But none of that necessarily means now is a bad time to buy stocks. The next three months are historically the best for the major U.S. indexes. Since their inception, the S&P 500 and Dow Jones Industrial Average have both gained an 3.4% on average during that three-month stretch—more than in any other comparable period. The Nasdaq Composite‘s average move is a 6.3% gain.</p><p><blockquote>但这并不一定意味着现在是购买股票的糟糕时机。未来三个月是美国主要股指历史上最好的三个月。自成立以来,标普500和道琼斯工业平均指数在这三个月内平均上涨了 3.4%,高于任何其他可比时期。纳斯达克综合指数的平均涨幅为 6.3%。</blockquote></p><p> The strong performance at year-end isn’t just happenstance, either. People tend to fund their investment accounts at the end of the year, which means they are essentially pumping money into the stock market. Most people contribute to their IRA accounts—all at once—at year-end, when they have a clear picture of how their finances are shaping up, says John Ham, wealth advisor at New England Investments & Retirement Group.</p><p><blockquote>年底的强劲表现也并非偶然。人们倾向于在年底为他们的投资账户注资,这意味着他们本质上是在向股票市场注入资金。新英格兰投资与退休集团 (New England Investments & Retirement Group) 财富顾问约翰·哈姆 (John Ham) 表示,大多数人都会在年底一次性向 IRA 账户存款,此时他们对自己的财务状况有了清晰的了解。</blockquote></p><p> Then, “in January, you get a lot of employer contributions to plans also,” Ham said.</p><p><blockquote>然后,“哈姆说:”一月份,你还会收到很多雇主对计划的缴款。</blockquote></p><p> Risks and all, getting at least some exposure to the stock market today is probably a sound idea.</p><p><blockquote>风险总而言之,今天至少接触一些股市可能是一个好主意。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/best-three-months-stocks-51635542027?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/best-three-months-stocks-51635542027?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107511111","content_text":"The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, but that shouldn’t necessarily deter investors from buying now. The best three-month stretch out there for stocks, historically, begins in November.\nStocks have recently jumped, shaking off several risks. The S&P 500 rose 6.9% in October even as supply-chain constraints hamper companies’ ability to meet sales goals and create profit-destroying cost pressures. Plus, an expected continuation in the rise of bond yields could lower equity valuations because higher yields reduce the current value of future profits.\nBut none of that necessarily means now is a bad time to buy stocks. The next three months are historically the best for the major U.S. indexes. Since their inception, the S&P 500 and Dow Jones Industrial Average have both gained an 3.4% on average during that three-month stretch—more than in any other comparable period. The Nasdaq Composite‘s average move is a 6.3% gain.\nThe strong performance at year-end isn’t just happenstance, either. People tend to fund their investment accounts at the end of the year, which means they are essentially pumping money into the stock market. Most people contribute to their IRA accounts—all at once—at year-end, when they have a clear picture of how their finances are shaping up, says John Ham, wealth advisor at New England Investments & Retirement Group.\nThen, “in January, you get a lot of employer contributions to plans also,” Ham said.\nRisks and all, getting at least some exposure to the stock market today is probably a sound idea.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849566733,"gmtCreate":1635767768639,"gmtModify":1635767768639,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849566733","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告:本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点,并可能为期待已久的资产购买缩减公告奠定基础。与此同时,交易者也将……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告:本周须知</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告:本周须知</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\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点,并可能为期待已久的资产购买缩减公告奠定基础。与此同时,交易者也将……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.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/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.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":"","relate_stocks":{"RL":"拉夫劳伦",".IXIC":"NASDAQ Composite","CLX":"高乐氏",".SPX":"S&P 500 Index","CRSR":"Corsair Gaming, Inc.","EL":"雅诗兰黛","PFE":"辉瑞",".DJI":"道琼斯","APO":"阿波罗全球管理","BLMN":"Bloomin' Brands","UBER":"优步","COP":"康菲石油"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{"UBER":0.9,".SPX":0.9,"RL":0.9,"APO":0.9,"CLX":0.9,"COP":0.9,"CRSR":0.9,"ATVI":0.9,".IXIC":0.9,"BLMN":0.9,"PFE":0.9,"EL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849135591,"gmtCreate":1635733805967,"gmtModify":1635733805967,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849135591","repostId":"2180522745","repostType":4,"isVote":1,"tweetType":1,"viewCount":4456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849135127,"gmtCreate":1635733788305,"gmtModify":1635733788305,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/849135127","repostId":"1152987718","repostType":4,"isVote":1,"tweetType":1,"viewCount":4191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849310922,"gmtCreate":1635728885221,"gmtModify":1635728885221,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849310922","repostId":"1161741054","repostType":4,"repost":{"id":"1161741054","kind":"news","pubTimestamp":1635723637,"share":"https://www.laohunote.com/m/news/1161741054?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:40","market":"us","language":"en","title":"Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161741054","media":"finance.yahoo","summary":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near ","content":"<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期,预计短期内将面临更多痛苦,一位分析师表示,这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播(上图视频):“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后,“他们仍然在苦苦挣扎,”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难,”丘昆巴解释道。“你需要把这些人放在仓库里,你需要把他们放在卡车上。否则,坦率地说,整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入,目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元,今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂: 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决,因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响,”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内,这对我们来说会很昂贵,但对我们的客户和合作伙伴来说,这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为,鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺,贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外,还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日,一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。(路透社/布伦丹·麦克德米德。)</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初,”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金,”丘昆巴说。“我们在供应链中看到了这种低效率,我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前,选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定,”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日,亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看,该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了,现在每年 118 美元。我真的认为他们可以提高这个价格,”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说,亚马逊的另一个选择是“提高向第三方卖家收取的费用,他们甚至可以提高第一方的价格”。“顺便说一句,我们从很多公司那里听到,你知道,消费者对价格上涨并不满意。”</blockquote></p><p></p>","source":"lsy1612507957220","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>Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</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\">\nAmazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-01 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期,预计短期内将面临更多痛苦,一位分析师表示,这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播(上图视频):“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后,“他们仍然在苦苦挣扎,”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难,”丘昆巴解释道。“你需要把这些人放在仓库里,你需要把他们放在卡车上。否则,坦率地说,整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入,目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元,今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂: 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决,因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响,”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内,这对我们来说会很昂贵,但对我们的客户和合作伙伴来说,这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为,鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺,贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外,还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日,一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。(路透社/布伦丹·麦克德米德。)</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初,”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金,”丘昆巴说。“我们在供应链中看到了这种低效率,我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前,选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定,”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日,亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看,该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了,现在每年 118 美元。我真的认为他们可以提高这个价格,”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说,亚马逊的另一个选择是“提高向第三方卖家收取的费用,他们甚至可以提高第一方的价格”。“顺便说一句,我们从很多公司那里听到,你知道,消费者对价格上涨并不满意。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/amazons-most-important-investment-143639871.html\">finance.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":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazons-most-important-investment-143639871.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161741054","content_text":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.\n\"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.\n\"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"\nChukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.\n\n'It’ll be expensive for us in the short term': Amazon\nAmazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.\n\"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"\nChukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.\nAn employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)\nSupply chainissues continue to drag on as well.\n\"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"\nThe losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"\nAnd ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.\nAndy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term\nLonger-term, there are many options the company could take to recover many of these losses.\n\"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"\nAnother one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849334114,"gmtCreate":1635728835230,"gmtModify":1635728835230,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849334114","repostId":"1129189249","repostType":4,"repost":{"id":"1129189249","kind":"news","pubTimestamp":1635724411,"share":"https://www.laohunote.com/m/news/1129189249?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:53","market":"sh","language":"en","title":"Chinese Carmaker BYD Raises $1.78 Billion in Share Placement<blockquote>中国汽车制造商比亚迪通过配股筹集 17.8 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129189249","media":"Bloomberg","summary":"Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet ","content":"<p><div> Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet showed. The Shenzhen-based company sold 50 million H-shares at HK$276 ($35.50) each, a 6.9% discount...</p><p><blockquote><div>条款清单显示,中国汽车和电池制造商比亚迪公司通过股票配售筹集了约 17.8 亿美元。这家总部位于深圳的公司以每股 276 港元(35.50 美元)的价格出售了 5000 万股 H 股,折扣 6.9%……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Chinese Carmaker BYD Raises $1.78 Billion in Share Placement<blockquote>中国汽车制造商比亚迪通过配股筹集 17.8 亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Carmaker BYD Raises $1.78 Billion in Share Placement<blockquote>中国汽车制造商比亚迪通过配股筹集 17.8 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-01 07:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet showed. The Shenzhen-based company sold 50 million H-shares at HK$276 ($35.50) each, a 6.9% discount...</p><p><blockquote><div>条款清单显示,中国汽车和电池制造商比亚迪公司通过股票配售筹集了约 17.8 亿美元。这家总部位于深圳的公司以每股 276 港元(35.50 美元)的价格出售了 5000 万股 H 股,折扣 6.9%……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.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/chinese-carmaker-byd-raises-1-054140251.html\">Bloomberg</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":{"01211":"比亚迪股份"},"source_url":"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129189249","content_text":"Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet showed.\nThe Shenzhen-based company sold 50 million H-shares at HK$276 ($35.50) each, a 6.9% discount to its closing price on Friday, according to terms of the deal obtained by Bloomberg News Saturday. Bloomberg previously reported the pricing to be between HK$273.5 and HK$279.5.\nThe carmaker backed by Warren Buffett is the top gainer in the Hang Seng Index this month, rising 22%. It reported a 28% decline in net income for the September quarter from a year ago as the global chip shortage undermined its ability to meet surging demand for clean cars.\nProceeds will be used to supplement working capital, repay debt, and for research and development, according to the term sheet.","news_type":1,"symbols_score_info":{"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":3796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857558181,"gmtCreate":1635551467282,"gmtModify":1635551467282,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/857558181","repostId":"1161270494","repostType":4,"repost":{"id":"1161270494","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":1635520980,"share":"https://www.laohunote.com/m/news/1161270494?lang=zh_CN&edition=full","pubTime":"2021-10-29 23:23","market":"us","language":"en","title":"Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share<blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161270494","media":"Tiger Newspress","summary":"Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.It is a commerc","content":"<p>Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.<img src=\"https://static.tigerbbs.com/d0e44726be3d0379439280691ec7c967\" tg-width=\"775\" tg-height=\"562\" width=\"100%\" height=\"auto\">It is a commercial-stage medical technology company focused on dental care.In the first half of 2021, Sonendo (SONX) recorded $8.5M in total revenue, indicating 44.6% YoY decline while net loss expanded 6.8% YoY to $23.5M.</p><p><blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格。这是一家专注于牙科护理的商业阶段医疗技术公司。2021年上半年,Sonendo(SONX)总收入为850万美元,同比下降44.6%,净亏损同比扩大6.8%至2350万美元。</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>Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share<blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格</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\">\nSonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share<blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 23:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.<img src=\"https://static.tigerbbs.com/d0e44726be3d0379439280691ec7c967\" tg-width=\"775\" tg-height=\"562\" width=\"100%\" height=\"auto\">It is a commercial-stage medical technology company focused on dental care.In the first half of 2021, Sonendo (SONX) recorded $8.5M in total revenue, indicating 44.6% YoY decline while net loss expanded 6.8% YoY to $23.5M.</p><p><blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格。这是一家专注于牙科护理的商业阶段医疗技术公司。2021年上半年,Sonendo(SONX)总收入为850万美元,同比下降44.6%,净亏损同比扩大6.8%至2350万美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONX":"Sonendo, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161270494","content_text":"Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.It is a commercial-stage medical technology company focused on dental care.In the first half of 2021, Sonendo (SONX) recorded $8.5M in total revenue, indicating 44.6% YoY decline while net loss expanded 6.8% YoY to $23.5M.","news_type":1,"symbols_score_info":{"SONX":0.9}},"isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857558943,"gmtCreate":1635551451234,"gmtModify":1635551451234,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857558943","repostId":"2179240338","repostType":4,"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857525908,"gmtCreate":1635551053381,"gmtModify":1635551053381,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093935714011790","idStr":"4093935714011790"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857525908","repostId":"2179247409","repostType":2,"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":849566733,"gmtCreate":1635767768639,"gmtModify":1635767768639,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849566733","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohunote.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告:本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点,并可能为期待已久的资产购买缩减公告奠定基础。与此同时,交易者也将……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告:本周须知</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\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、10 月就业报告:本周须知</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\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点,并可能为期待已久的资产购买缩减公告奠定基础。与此同时,交易者也将……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.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/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.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":"","relate_stocks":{"RL":"拉夫劳伦",".IXIC":"NASDAQ Composite","CLX":"高乐氏",".SPX":"S&P 500 Index","CRSR":"Corsair Gaming, Inc.","EL":"雅诗兰黛","PFE":"辉瑞",".DJI":"道琼斯","APO":"阿波罗全球管理","BLMN":"Bloomin' Brands","UBER":"优步","COP":"康菲石油"},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{"UBER":0.9,".SPX":0.9,"RL":0.9,"APO":0.9,"CLX":0.9,"COP":0.9,"CRSR":0.9,"ATVI":0.9,".IXIC":0.9,"BLMN":0.9,"PFE":0.9,"EL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849135127,"gmtCreate":1635733788305,"gmtModify":1635733788305,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/849135127","repostId":"1152987718","repostType":4,"isVote":1,"tweetType":1,"viewCount":4191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841337672,"gmtCreate":1635884757767,"gmtModify":1635884757767,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841337672","repostId":"1196323855","repostType":4,"repost":{"id":"1196323855","kind":"news","pubTimestamp":1635835644,"share":"https://www.laohunote.com/m/news/1196323855?lang=zh_CN&edition=full","pubTime":"2021-11-02 14:47","market":"us","language":"en","title":"Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>将这 10 只股票纳入您的关注范围,因为它们可能会从最近的税收损失抛售中反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196323855","media":"MarketWatch","summary":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks. Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the","content":"<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者倾向于在 10 月底之前抛售一些输家,从而在某些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影:Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。因此,是时候在残骸中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好,因为共同基金和其他大型投资者必须在 10 月 31 日之前实现税收损失。此后,他们击中的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱?</blockquote></p><p> Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美国银行的数据,自 1986 年以来,标普500股票在今年前 10 个月下跌了 10% 以上(最大的税收损失卖出候选人),随后三个月上涨了 5.6%。这比标普500同期 3.9% 的平均回报率高出 1.6 个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售后,这些股票可以从季节性牛市顺风中获得提振。美国银行表示,11 月 1 日至 1 月 31 日期间,标普500自 1936 年以来平均上涨 4.5%,而所有其他滚动三个月期间的上涨幅度为 2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.</p><p><blockquote>最近几周,机构投资者一直是股票的大卖家,他们在很大程度上依赖于他们的税收损失卖出候选人。为了找到最划算的交易,美国银行在标普500上筛选了年初至今 (YTD) 跌幅超过 10% 的股票。然后该银行建议客户考虑其买入评级的 13 只股票。该名单包括全球支付、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。根据我在 my stock letter Brush Up Stocks 上分析内部人士购买情况的系统,我会选择那些跌幅较大、内部人士最近购买了大量股票的股票。(你可以在下面的简历中找到我的信的链接。)</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明,商业趋势将支撑 11 月初及以后的股价上涨。我最近在我的股票信中建议了其中 22 个名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔;最新价格: $48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-3.1%;-29.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕购买</b>:10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>:2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期,但由于数据中心、所谓的物联网和 Mobileye(自动驾驶汽车)的销售实力,英特尔股价在 10 月下旬暴跌。问题是:英特尔宣布了激进的资本支出,这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言,我喜欢投资未来的公司,尤其是当新闻使其股价更便宜时。鉴于他们的大量购买,内部人士对此表示同意。英特尔股价今年的下跌意味着几乎所有在 2021 年买入的人都会亏损。毫无疑问,他们中的许多人在 10 月下旬抛售股票以实现税收损失,加剧了看涨资本支出消息造成的股市疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场;最新价格:1,512 美元</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-7.8%;-23.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>:8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>: 无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。第二季度销售额同比增长超过 100%。其用户群增长了 47%,达到 7590 万购物者。该股今年已两次飙升至 1,800 美元至 2,000 美元区间。但它最近表现疲软,还有很多大型科技股。任何今年购买尖峰的人在 10 月下旬都下跌了很多,可能是为了赚取税收损失而卖出。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但业内人士看好,为什么不呢?拉丁美洲的在线零售采用落后,因此为了赶上世界其他地区,它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示,未来几年,拉丁美洲的电子商务年销售额增长速度将是世界上最快的,比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>酥脆的奶油;最新价格: $12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-17.7%;-38.9% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>:2021年8月19日至2021年9月10日</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>:1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme 于 7 月初再次上市,股价在 16 至 21 美元之间。该股目前交易价格为 12.89 美元,几乎处于历史最低点。这意味着任何购买的基金都在水下。毫无疑问,他们中的许多人希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个理由看涨。其中之一是专门从事消费品股票的欧洲公司 JAB Holding 的大宗收购。其次,Krispy Kreme 的增长强劲。该公司报告第二季度有机销售额增长了 23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme 在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了货架稳定的包装产品,并在杂货店和便利店设置了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿;最新价格: $57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-25.9%;-32.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>:2021年10月11日至2021年10月20日</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>:1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果您在用餐时点了薯条,那么您很可能是这家公司的客户。兰姆·韦斯顿是餐馆烹饪的冷冻薯条的主要生产商。这家公司总部设在爱达荷州(恰当地说),向北美和海外排名前100的连锁餐厅销售产品。麦当劳是一个大客户。你也可以在杂货店找到它的产品,在爱达荷种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司的销售增长强劲,但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度,但这些将被证明是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时,兰姆·韦斯顿一直在提高其产品价格,这也将抵消损失。只是需要一些时间。另一个优势:Lamb Weston 在高增长的新兴市场拥有强大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源;最新价格: $30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>:-44.4%;-54.8%较2021年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>:8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>:1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在 2019 年 6 月以 10-11 美元的价格在我的股票信中向订阅者建议这个能源基础设施名称。尽管今年股价大幅下跌,但我们的股价仍然翻了三倍。我认为该股在当前回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气,将其冷冻成易于运输的液化天然气,然后出售给从更脏的柴油和重质燃料油转换而来的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上升和公司沉重的债务负担,New Fortress Energy 的股价下跌。但天然气价格将在冬季供暖季后降温,持续增长将有助于该公司管理其债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士当然这么认为。拥有良好记录的高管最近购买了价值 100 万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住,税收损失抛售反弹候选人可能会在 12 月下旬遭受另一轮疲软,因为散户投资者必须在年底前进行税收损失抛售。这将是为这些公司增光添彩的又一个机会。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>将这 10 只股票纳入您的关注范围,因为它们可能会从最近的税收损失抛售中反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPut these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>将这 10 只股票纳入您的关注范围,因为它们可能会从最近的税收损失抛售中反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-02 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者倾向于在 10 月底之前抛售一些输家,从而在某些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影:Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。因此,是时候在残骸中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好,因为共同基金和其他大型投资者必须在 10 月 31 日之前实现税收损失。此后,他们击中的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱?</blockquote></p><p> Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美国银行的数据,自 1986 年以来,标普500股票在今年前 10 个月下跌了 10% 以上(最大的税收损失卖出候选人),随后三个月上涨了 5.6%。这比标普500同期 3.9% 的平均回报率高出 1.6 个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售后,这些股票可以从季节性牛市顺风中获得提振。美国银行表示,11 月 1 日至 1 月 31 日期间,标普500自 1936 年以来平均上涨 4.5%,而所有其他滚动三个月期间的上涨幅度为 2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.</p><p><blockquote>最近几周,机构投资者一直是股票的大卖家,他们在很大程度上依赖于他们的税收损失卖出候选人。为了找到最划算的交易,美国银行在标普500上筛选了年初至今 (YTD) 跌幅超过 10% 的股票。然后该银行建议客户考虑其买入评级的 13 只股票。该名单包括全球支付、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。根据我在 my stock letter Brush Up Stocks 上分析内部人士购买情况的系统,我会选择那些跌幅较大、内部人士最近购买了大量股票的股票。(你可以在下面的简历中找到我的信的链接。)</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明,商业趋势将支撑 11 月初及以后的股价上涨。我最近在我的股票信中建议了其中 22 个名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔;最新价格: $48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-3.1%;-29.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕购买</b>:10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>:2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期,但由于数据中心、所谓的物联网和 Mobileye(自动驾驶汽车)的销售实力,英特尔股价在 10 月下旬暴跌。问题是:英特尔宣布了激进的资本支出,这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言,我喜欢投资未来的公司,尤其是当新闻使其股价更便宜时。鉴于他们的大量购买,内部人士对此表示同意。英特尔股价今年的下跌意味着几乎所有在 2021 年买入的人都会亏损。毫无疑问,他们中的许多人在 10 月下旬抛售股票以实现税收损失,加剧了看涨资本支出消息造成的股市疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场;最新价格:1,512 美元</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-7.8%;-23.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>:8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>: 无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。第二季度销售额同比增长超过 100%。其用户群增长了 47%,达到 7590 万购物者。该股今年已两次飙升至 1,800 美元至 2,000 美元区间。但它最近表现疲软,还有很多大型科技股。任何今年购买尖峰的人在 10 月下旬都下跌了很多,可能是为了赚取税收损失而卖出。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但业内人士看好,为什么不呢?拉丁美洲的在线零售采用落后,因此为了赶上世界其他地区,它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示,未来几年,拉丁美洲的电子商务年销售额增长速度将是世界上最快的,比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>酥脆的奶油;最新价格: $12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-17.7%;-38.9% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>:2021年8月19日至2021年9月10日</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>:1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme 于 7 月初再次上市,股价在 16 至 21 美元之间。该股目前交易价格为 12.89 美元,几乎处于历史最低点。这意味着任何购买的基金都在水下。毫无疑问,他们中的许多人希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个理由看涨。其中之一是专门从事消费品股票的欧洲公司 JAB Holding 的大宗收购。其次,Krispy Kreme 的增长强劲。该公司报告第二季度有机销售额增长了 23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme 在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了货架稳定的包装产品,并在杂货店和便利店设置了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿;最新价格: $57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>年初至今-25.9%;-32.5% 较 2021 年高点</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>:2021年10月11日至2021年10月20日</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>:1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果您在用餐时点了薯条,那么您很可能是这家公司的客户。兰姆·韦斯顿是餐馆烹饪的冷冻薯条的主要生产商。这家公司总部设在爱达荷州(恰当地说),向北美和海外排名前100的连锁餐厅销售产品。麦当劳是一个大客户。你也可以在杂货店找到它的产品,在爱达荷种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司的销售增长强劲,但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度,但这些将被证明是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时,兰姆·韦斯顿一直在提高其产品价格,这也将抵消损失。只是需要一些时间。另一个优势:Lamb Weston 在高增长的新兴市场拥有强大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源;最新价格: $30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>:-44.4%;-54.8%较2021年高点</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>:8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>:1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在 2019 年 6 月以 10-11 美元的价格在我的股票信中向订阅者建议这个能源基础设施名称。尽管今年股价大幅下跌,但我们的股价仍然翻了三倍。我认为该股在当前回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气,将其冷冻成易于运输的液化天然气,然后出售给从更脏的柴油和重质燃料油转换而来的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上升和公司沉重的债务负担,New Fortress Energy 的股价下跌。但天然气价格将在冬季供暖季后降温,持续增长将有助于该公司管理其债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士当然这么认为。拥有良好记录的高管最近购买了价值 100 万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住,税收损失抛售反弹候选人可能会在 12 月下旬遭受另一轮疲软,因为散户投资者必须在年底前进行税收损失抛售。这将是为这些公司增光添彩的又一个机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DNUT":"Krispy Kreme, Inc.","GPN":"环汇有限公司","NFE":"New Fortress Energy LLC","VTRS":"Viatris Inc.","LW":"Lamb Weston Holdings, Inc.","TMUS":"T-Mobile US Inc","QCOM":"高通","MELI":"MercadoLibre","INTC":"英特尔","INCY":"因塞特医疗"},"source_url":"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196323855","content_text":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks\nPhoto by Jack Atley/ALLSPORT/Getty Images\nBig investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.\nThis trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.\nBy how much?\nSince 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.\nAfter tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.\nInstitutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.\nI’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)\nThe significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.\nIntel; recent price: $48.25\nStock decline: -3.1% YTD; -29.5% from 2021 high\nLatest insider purchase: 10/25/21\nYield: 2.9%\nIntel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.\nPersonally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.\nMercadoLibre; recent price: $1,512\nStock decline: -7.8% YTD; -23.5% from 2021 high\nLatest insider purchases: 8/18/21\nYield: None\nThis online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.\nBut insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.\nKrispy Kreme; recent price: $12.86\nStock decline: -17.7% YTD; -38.9% from 2021 high\nLatest insider purchases: 8/19/21 to 9/10/21\nYield: 1.1%\nKrispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.\nBut there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.\nKrispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.\nLamb Weston; recent price: $57.49\nStock decline: -25.9% YTD; -32.5% from 2021 high\nLatest insider purchases: 10/11/21 through 10/20/21\nYield: 1.6%\nIf you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.\nThe company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.\nMeanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.\nNew Fortress Energy; recent price: $30.56\nStock decline: -44.4%; -54.8% from 2021 high\nLatest insider purchases: 8/19/21\nYield: 1.3%\nI originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.\nNew Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.\nNew Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.\nInsiders sure think so. Execs with solid records recently bought $1 million worth of stock.\nRemember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.","news_type":1,"symbols_score_info":{"GPN":0.9,"LW":0.9,"DNUT":0.9,"TMUS":0.9,"VTRS":0.9,"NFE":0.9,"QCOM":0.9,"INCY":0.9,"MELI":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857558181,"gmtCreate":1635551467282,"gmtModify":1635551467282,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/857558181","repostId":"1161270494","repostType":4,"repost":{"id":"1161270494","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":1635520980,"share":"https://www.laohunote.com/m/news/1161270494?lang=zh_CN&edition=full","pubTime":"2021-10-29 23:23","market":"us","language":"en","title":"Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share<blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161270494","media":"Tiger Newspress","summary":"Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.It is a commerc","content":"<p>Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.<img src=\"https://static.tigerbbs.com/d0e44726be3d0379439280691ec7c967\" tg-width=\"775\" tg-height=\"562\" width=\"100%\" height=\"auto\">It is a commercial-stage medical technology company focused on dental care.In the first half of 2021, Sonendo (SONX) recorded $8.5M in total revenue, indicating 44.6% YoY decline while net loss expanded 6.8% YoY to $23.5M.</p><p><blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格。这是一家专注于牙科护理的商业阶段医疗技术公司。2021年上半年,Sonendo(SONX)总收入为850万美元,同比下降44.6%,净亏损同比扩大6.8%至2350万美元。</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>Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share<blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格</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\">\nSonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share<blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 23:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.<img src=\"https://static.tigerbbs.com/d0e44726be3d0379439280691ec7c967\" tg-width=\"775\" tg-height=\"562\" width=\"100%\" height=\"auto\">It is a commercial-stage medical technology company focused on dental care.In the first half of 2021, Sonendo (SONX) recorded $8.5M in total revenue, indicating 44.6% YoY decline while net loss expanded 6.8% YoY to $23.5M.</p><p><blockquote>Sonendo 在早盘交易中下跌超过 20%,低于每股 12 美元的 IPO 价格。这是一家专注于牙科护理的商业阶段医疗技术公司。2021年上半年,Sonendo(SONX)总收入为850万美元,同比下降44.6%,净亏损同比扩大6.8%至2350万美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SONX":"Sonendo, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161270494","content_text":"Sonendo slid over 20% in morning trading,below its IPO price at 12 dollars per share.It is a commercial-stage medical technology company focused on dental care.In the first half of 2021, Sonendo (SONX) recorded $8.5M in total revenue, indicating 44.6% YoY decline while net loss expanded 6.8% YoY to $23.5M.","news_type":1,"symbols_score_info":{"SONX":0.9}},"isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857558943,"gmtCreate":1635551451234,"gmtModify":1635551451234,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857558943","repostId":"2179240338","repostType":4,"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849135591,"gmtCreate":1635733805967,"gmtModify":1635733805967,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849135591","repostId":"2180522745","repostType":4,"isVote":1,"tweetType":1,"viewCount":4456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843301840,"gmtCreate":1635806462721,"gmtModify":1635806462721,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"like plz","listText":"like plz","text":"like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843301840","repostId":"1107511111","repostType":4,"repost":{"id":"1107511111","kind":"news","pubTimestamp":1635748182,"share":"https://www.laohunote.com/m/news/1107511111?lang=zh_CN&edition=full","pubTime":"2021-11-01 14:29","market":"us","language":"en","title":"Here Come the Best Three Months for the Stock Market<blockquote>股市最好的三个月来了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107511111","media":"Barrons","summary":"The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, ","content":"<p>The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, but that shouldn’t necessarily deter investors from buying now. The best three-month stretch out there for stocks, historically, begins in November.</p><p><blockquote>股市已经起飞,周五美国三大股指均创下历史新高,但这并不一定会阻止投资者现在买入。从历史上看,股市最好的三个月时间是从 11 月开始的。</blockquote></p><p> Stocks have recently jumped, shaking off several risks. The S&P 500 rose 6.9% in October even as supply-chain constraints hamper companies’ ability to meet sales goals and create profit-destroying cost pressures. Plus, an expected continuation in the rise of bond yields could lower equity valuations because higher yields reduce the current value of future profits.</p><p><blockquote>股市最近大幅上涨,摆脱了几种风险。10 月份标普500上涨了 6.9%,尽管供应链限制阻碍了企业实现销售目标的能力,并造成了损害利润的成本压力。此外,债券收益率持续上升的预期可能会降低股票估值,因为较高的收益率会降低未来利润的现值。</blockquote></p><p> But none of that necessarily means now is a bad time to buy stocks. The next three months are historically the best for the major U.S. indexes. Since their inception, the S&P 500 and Dow Jones Industrial Average have both gained an 3.4% on average during that three-month stretch—more than in any other comparable period. The Nasdaq Composite‘s average move is a 6.3% gain.</p><p><blockquote>但这并不一定意味着现在是购买股票的糟糕时机。未来三个月是美国主要股指历史上最好的三个月。自成立以来,标普500和道琼斯工业平均指数在这三个月内平均上涨了 3.4%,高于任何其他可比时期。纳斯达克综合指数的平均涨幅为 6.3%。</blockquote></p><p> The strong performance at year-end isn’t just happenstance, either. People tend to fund their investment accounts at the end of the year, which means they are essentially pumping money into the stock market. Most people contribute to their IRA accounts—all at once—at year-end, when they have a clear picture of how their finances are shaping up, says John Ham, wealth advisor at New England Investments & Retirement Group.</p><p><blockquote>年底的强劲表现也并非偶然。人们倾向于在年底为他们的投资账户注资,这意味着他们本质上是在向股票市场注入资金。新英格兰投资与退休集团 (New England Investments & Retirement Group) 财富顾问约翰·哈姆 (John Ham) 表示,大多数人都会在年底一次性向 IRA 账户存款,此时他们对自己的财务状况有了清晰的了解。</blockquote></p><p> Then, “in January, you get a lot of employer contributions to plans also,” Ham said.</p><p><blockquote>然后,“哈姆说:”一月份,你还会收到很多雇主对计划的缴款。</blockquote></p><p> Risks and all, getting at least some exposure to the stock market today is probably a sound idea.</p><p><blockquote>风险总而言之,今天至少接触一些股市可能是一个好主意。</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>Here Come the Best Three Months for the Stock Market<blockquote>股市最好的三个月来了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Come the Best Three Months for the Stock Market<blockquote>股市最好的三个月来了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-01 14:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, but that shouldn’t necessarily deter investors from buying now. The best three-month stretch out there for stocks, historically, begins in November.</p><p><blockquote>股市已经起飞,周五美国三大股指均创下历史新高,但这并不一定会阻止投资者现在买入。从历史上看,股市最好的三个月时间是从 11 月开始的。</blockquote></p><p> Stocks have recently jumped, shaking off several risks. The S&P 500 rose 6.9% in October even as supply-chain constraints hamper companies’ ability to meet sales goals and create profit-destroying cost pressures. Plus, an expected continuation in the rise of bond yields could lower equity valuations because higher yields reduce the current value of future profits.</p><p><blockquote>股市最近大幅上涨,摆脱了几种风险。10 月份标普500上涨了 6.9%,尽管供应链限制阻碍了企业实现销售目标的能力,并造成了损害利润的成本压力。此外,债券收益率持续上升的预期可能会降低股票估值,因为较高的收益率会降低未来利润的现值。</blockquote></p><p> But none of that necessarily means now is a bad time to buy stocks. The next three months are historically the best for the major U.S. indexes. Since their inception, the S&P 500 and Dow Jones Industrial Average have both gained an 3.4% on average during that three-month stretch—more than in any other comparable period. The Nasdaq Composite‘s average move is a 6.3% gain.</p><p><blockquote>但这并不一定意味着现在是购买股票的糟糕时机。未来三个月是美国主要股指历史上最好的三个月。自成立以来,标普500和道琼斯工业平均指数在这三个月内平均上涨了 3.4%,高于任何其他可比时期。纳斯达克综合指数的平均涨幅为 6.3%。</blockquote></p><p> The strong performance at year-end isn’t just happenstance, either. People tend to fund their investment accounts at the end of the year, which means they are essentially pumping money into the stock market. Most people contribute to their IRA accounts—all at once—at year-end, when they have a clear picture of how their finances are shaping up, says John Ham, wealth advisor at New England Investments & Retirement Group.</p><p><blockquote>年底的强劲表现也并非偶然。人们倾向于在年底为他们的投资账户注资,这意味着他们本质上是在向股票市场注入资金。新英格兰投资与退休集团 (New England Investments & Retirement Group) 财富顾问约翰·哈姆 (John Ham) 表示,大多数人都会在年底一次性向 IRA 账户存款,此时他们对自己的财务状况有了清晰的了解。</blockquote></p><p> Then, “in January, you get a lot of employer contributions to plans also,” Ham said.</p><p><blockquote>然后,“哈姆说:”一月份,你还会收到很多雇主对计划的缴款。</blockquote></p><p> Risks and all, getting at least some exposure to the stock market today is probably a sound idea.</p><p><blockquote>风险总而言之,今天至少接触一些股市可能是一个好主意。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/best-three-months-stocks-51635542027?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/best-three-months-stocks-51635542027?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107511111","content_text":"The stock market has taken off, with all three of the main U.S. indexes at record levels on Friday, but that shouldn’t necessarily deter investors from buying now. The best three-month stretch out there for stocks, historically, begins in November.\nStocks have recently jumped, shaking off several risks. The S&P 500 rose 6.9% in October even as supply-chain constraints hamper companies’ ability to meet sales goals and create profit-destroying cost pressures. Plus, an expected continuation in the rise of bond yields could lower equity valuations because higher yields reduce the current value of future profits.\nBut none of that necessarily means now is a bad time to buy stocks. The next three months are historically the best for the major U.S. indexes. Since their inception, the S&P 500 and Dow Jones Industrial Average have both gained an 3.4% on average during that three-month stretch—more than in any other comparable period. The Nasdaq Composite‘s average move is a 6.3% gain.\nThe strong performance at year-end isn’t just happenstance, either. People tend to fund their investment accounts at the end of the year, which means they are essentially pumping money into the stock market. Most people contribute to their IRA accounts—all at once—at year-end, when they have a clear picture of how their finances are shaping up, says John Ham, wealth advisor at New England Investments & Retirement Group.\nThen, “in January, you get a lot of employer contributions to plans also,” Ham said.\nRisks and all, getting at least some exposure to the stock market today is probably a sound idea.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843301410,"gmtCreate":1635806474021,"gmtModify":1635806474021,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"dey","listText":"dey","text":"dey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843301410","repostId":"1175678891","repostType":4,"repost":{"id":"1175678891","kind":"news","pubTimestamp":1635779942,"share":"https://www.laohunote.com/m/news/1175678891?lang=zh_CN&edition=full","pubTime":"2021-11-01 23:19","market":"us","language":"en","title":"Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</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>Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</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\">\nApple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望,但很快反弹。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-01 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望,但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日,苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健,但苹果股票在盘后交易中遭到抛售,在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而,到周五收盘时,苹果公司已经抹去了大部分短期损失。这位苹果专家认为,盘中复苏主要是由分析师发布的报告推动的,这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面,我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中,没有人改变对 AAPL 股票的评级,仍为 “适度买入”:约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”,并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利(Morgan Stanley)的凯蒂-休伯蒂(Katy Huberty)是另一位歌唱公牛,我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元,同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为,“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”,这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论:(1)指导评论意味着第一季度财年收入应该符合共识,(2)更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉(Tony Sacconaghi)对该股给予中性评级,认为下行风险超过 10%。尽管如此,尽管面临挑战,这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年,投资者已经习惯于看到苹果实现令人印象深刻的盈利增长,在 COVID-19 危机期间更是如此。出于这个原因,最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后,苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题,但收入仍增长了 29%,尽管高于 2020 年的轻松竞争。毛利率大幅增长,运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累,苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现,我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点,即使周五花了几个小时才下定决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">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/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849310922,"gmtCreate":1635728885221,"gmtModify":1635728885221,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849310922","repostId":"1161741054","repostType":4,"repost":{"id":"1161741054","kind":"news","pubTimestamp":1635723637,"share":"https://www.laohunote.com/m/news/1161741054?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:40","market":"us","language":"en","title":"Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161741054","media":"finance.yahoo","summary":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near ","content":"<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期,预计短期内将面临更多痛苦,一位分析师表示,这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播(上图视频):“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后,“他们仍然在苦苦挣扎,”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难,”丘昆巴解释道。“你需要把这些人放在仓库里,你需要把他们放在卡车上。否则,坦率地说,整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入,目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元,今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂: 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决,因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响,”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内,这对我们来说会很昂贵,但对我们的客户和合作伙伴来说,这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为,鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺,贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外,还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日,一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。(路透社/布伦丹·麦克德米德。)</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初,”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金,”丘昆巴说。“我们在供应链中看到了这种低效率,我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前,选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定,”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日,亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看,该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了,现在每年 118 美元。我真的认为他们可以提高这个价格,”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说,亚马逊的另一个选择是“提高向第三方卖家收取的费用,他们甚至可以提高第一方的价格”。“顺便说一句,我们从很多公司那里听到,你知道,消费者对价格上涨并不满意。”</blockquote></p><p></p>","source":"lsy1612507957220","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>Amazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</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\">\nAmazon's 'most important investment' right now, according to a bullish analyst<blockquote>一位乐观分析师表示,亚马逊目前是“最重要的投资”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-01 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.</p><p><blockquote>亚马逊 (AMZN) 第三季度盈利未达到预期,预计短期内将面临更多痛苦,一位分析师表示,这表明该公司现在正在花钱为以后的更大上涨空间做好准备。</blockquote></p><p> \"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.</p><p><blockquote>Loop Capital 分析师 Anthony Chukumba 告诉雅虎财经直播(上图视频):“他们进行的最重要的投资是工资。”即使在将工人的起薪从每小时 15 美元提高到每小时 18 美元以上、增加福利并设立 3,000 美元的签约奖金之后,“他们仍然在苦苦挣扎,”他补充道。</blockquote></p><p> \"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"</p><p><blockquote>“我们看到所有相同的故事……来自如此多不同的公司——雇用非熟练工人以及留住他们变得越来越困难,”丘昆巴解释道。“你需要把这些人放在仓库里,你需要把他们放在卡车上。否则,坦率地说,整个系统就会崩溃。”</blockquote></p><p> Chukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.</p><p><blockquote>Chukumba 在亚马逊上的评级为买入,目标价为 3,775 美元。亚马逊股价周五收于 3,372.41 美元,今年迄今已上涨 5.83%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ac212931005a73e8a91843e3301dd4f1\" tg-width=\"856\" tg-height=\"589\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 'It’ll be expensive for us in the short term': Amazon</p><p><blockquote>短期内对我们来说代价高昂: 亚马逊</blockquote></p><p> Amazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.</p><p><blockquote>亚马逊公布的第三季度业绩和指引让华尔街犹豫不决,因为这家电子商务巨头预计假日购物季将产生数十亿美元的额外成本。</blockquote></p><p> \"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"</p><p><blockquote>“在第四季度,我们预计消费者业务将产生数十亿美元的额外成本,因为我们要应对劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加——同时尽一切努力最大限度地减少对客户和销售合作伙伴的影响,”亚马逊首席执行官安迪·贾西 (Andy Jassy) 在公司财报发布中表示。“短期内,这对我们来说会很昂贵,但对我们的客户和合作伙伴来说,这是正确的优先事项”。</blockquote></p><p> Chukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.</p><p><blockquote>丘昆巴认为,鉴于该国在经济复苏过程中面临严重的供应链问题和劳动力短缺,贾西的决定是正确的。许多雇主除了提供支付工人工资等福利外,还主动提高工资以吸引更多人才。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88e39b868568ed3b29f166fee726fd29\" tg-width=\"705\" tg-height=\"470\" width=\"100%\" height=\"auto\"><span>An employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2020 年 11 月 25 日,一名员工在美国纽约斯塔滕岛的亚马逊 JFK8 配送中心拉着一辆手推车。(路透社/布伦丹·麦克德米德。)</span></p></blockquote></p><p> Supply chainissues continue to drag on as well.</p><p><blockquote>供应链问题也继续拖延。</blockquote></p><p> \"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"</p><p><blockquote>“我们预计……紧张的供应链将持续到 2023 年初,”总部位于哥本哈根的航运贸易集团 BIMCO 首席航运分析师 Peter Sand 在之前的采访中告诉 toldYahoo Finance。“我们基本上看到的是全球供应链从端到端的全面崩溃。”</blockquote></p><p> The losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"</p><p><blockquote>亚马逊周五报告的亏损是亚马逊承认“我们必须向员工支付更多工资。我们必须给他们签约奖金,”丘昆巴说。“我们在供应链中看到了这种低效率,我们要吃掉它。我们不会把这种情况传递给我们的客户。我们不会把这种情况传递给我们的……卖家。我们要吃掉它。”</blockquote></p><p> And ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.</p><p><blockquote>在假期来临之前,选择承受更高的成本而不是提高价格是“非常坦率地说……正确的决定,”他补充道。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8c1fd4270a11c49fa06b49c02c76f85\" tg-width=\"705\" tg-height=\"504\" width=\"100%\" height=\"auto\"><span>Andy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term</span></p><p><blockquote><p class=\"t-img-caption\"><span>2016年10月25日,亚马逊网络服务首席执行官安迪·贾西在美国加利福尼亚州拉古纳海滩举行的WSJD现场会议上发表讲话。路透社/迈克·布莱克亚马逊可能会在长期内提高 Primecost 和价格</span></p></blockquote></p><p> Longer-term, there are many options the company could take to recover many of these losses.</p><p><blockquote>从长远来看,该公司可以采取多种选择来弥补其中的许多损失。</blockquote></p><p> \"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"</p><p><blockquote>“他们提高亚马逊 Prime 的价格已经三年多了,现在每年 118 美元。我真的认为他们可以提高这个价格,”丘昆巴解释道。“我认为绝大多数 Prime 用户不会对此眨眼。”</blockquote></p><p> Another one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"</p><p><blockquote>丘昆巴说,亚马逊的另一个选择是“提高向第三方卖家收取的费用,他们甚至可以提高第一方的价格”。“顺便说一句,我们从很多公司那里听到,你知道,消费者对价格上涨并不满意。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/amazons-most-important-investment-143639871.html\">finance.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":{"AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/amazons-most-important-investment-143639871.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161741054","content_text":"Amazon (AMZN) missed earnings estimates in the third quarter and is expecting more pain in the near term, which one analyst says are a sign that the company is spending now to set itself up for more upside later on.\n\"The most important investment that they're making is in wages,\" Anthony Chukumba, an analyst at Loop Capital, told Yahoo Finance Live (video above). Even after increasing workers' starting compensation from$15 an hour to over $18 an hour,adding benefits, and creating $3,000 signing bonuses, \"they're still struggling,\" he added.\n\"We're seeing all the same stories ... from so many different companies — it's becoming increasingly difficult to hire unskilled workers as well as to retain them,\" Chukumba explained. \"You need to have these people in the warehouse, you need to have them on the trucks. Otherwise, the whole system just breaks down, quite frankly.\"\nChukumba has a Buy rating and a $3,775 price target on Amazon. Shares of Amazon closed at $3,372.41 on Friday and are up 5.83% so far this year.\n\n'It’ll be expensive for us in the short term': Amazon\nAmazon posted third-quarter results and guidance that left Wall Street balking as the e-commerce giant forecasted billions of dollars in additional costs heading into the holiday shopping season.\n\"In the fourth quarter, we expect to incur several billion dollars of additional costs in our Consumer business as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" Amazon CEO Andy Jassy said in the company's earnings release. \"It’ll be expensive for us in the short term, but it’s the right prioritization for our customers and partners.\"\nChukumba's view is that Jassy's decision was the right one, given the intense supply chain issues and labor shortages that the country is experiencing amid the economic recovery. Many employers have proactively raised wages to attract more talent on top of offering perks like paying for their workers' education.\nAn employee pulls a cart at Amazon's JFK8 distribution center in Staten Island, New York, U.S. November 25, 2020. (REUTERS/Brendan McDermid.)\nSupply chainissues continue to drag on as well.\n\"We expect... strained supply chains to last until the early parts of 2023,\" Peter Sand, chief shipping analyst at Copenhagen-based BIMCO, a shipping trade group, toldYahoo Finance in a previous interview. \"We are basically seeing a global all-but-breakdown of the supply chains from end to end.\"\nThe losses reported by Amazon on Friday were an acknowledgment by Amazon that \"we have to pay our employees more. We have to give them the sign-on bonuses,\" Chukumba said. \"We're seeing this sort of inefficiency in our supply chain and we're going to eat it. We're not going to pass that along to our customers. We're not going to pass that along to our... sellers. We're going to going to eat that.\"\nAnd ahead of the holiday season, choosing to stomach higher costs rather than raise prices is \"quite frankly... the right decision,\" he added.\nAndy Jassy, CEO Amazon Web Services, speaks at the WSJD Live conference in Laguna Beach, California, U.S., October 25, 2016. REUTERS/Mike BlakeAmazon could raise Primecost, prices in longer term\nLonger-term, there are many options the company could take to recover many of these losses.\n\"It's been over three years since they increased the price of Amazon Prime, it's now $118 a [year]. I really think that they could increase that,\" Chukumba explained. \"I don't think the vast majority of Prime subscribers would blink at that.\"\nAnother one of Amazon's options would be to \"increase their rates that they charge the third-party sellers and they could even increase prices on first party,\" Chukumba said. \"And by the way, we're hearing from a lot of companies that, you know, consumers are not blinking at price increases.\"","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849334114,"gmtCreate":1635728835230,"gmtModify":1635728835230,"author":{"id":"4093935714011790","authorId":"4093935714011790","name":"stonksberry","avatar":"https://static.tigerbbs.com/c691c91a667ad96a59062ea9a3e9b132","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093935714011790","authorIdStr":"4093935714011790"},"themes":[],"title":"","htmlText":"lol","listText":"lol","text":"lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849334114","repostId":"1129189249","repostType":4,"repost":{"id":"1129189249","kind":"news","pubTimestamp":1635724411,"share":"https://www.laohunote.com/m/news/1129189249?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:53","market":"sh","language":"en","title":"Chinese Carmaker BYD Raises $1.78 Billion in Share Placement<blockquote>中国汽车制造商比亚迪通过配股筹集 17.8 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129189249","media":"Bloomberg","summary":"Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet ","content":"<p><div> Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet showed. The Shenzhen-based company sold 50 million H-shares at HK$276 ($35.50) each, a 6.9% discount...</p><p><blockquote><div>条款清单显示,中国汽车和电池制造商比亚迪公司通过股票配售筹集了约 17.8 亿美元。这家总部位于深圳的公司以每股 276 港元(35.50 美元)的价格出售了 5000 万股 H 股,折扣 6.9%……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Chinese Carmaker BYD Raises $1.78 Billion in Share Placement<blockquote>中国汽车制造商比亚迪通过配股筹集 17.8 亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Carmaker BYD Raises $1.78 Billion in Share Placement<blockquote>中国汽车制造商比亚迪通过配股筹集 17.8 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-01 07:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet showed. The Shenzhen-based company sold 50 million H-shares at HK$276 ($35.50) each, a 6.9% discount...</p><p><blockquote><div>条款清单显示,中国汽车和电池制造商比亚迪公司通过股票配售筹集了约 17.8 亿美元。这家总部位于深圳的公司以每股 276 港元(35.50 美元)的价格出售了 5000 万股 H 股,折扣 6.9%……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.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/chinese-carmaker-byd-raises-1-054140251.html\">Bloomberg</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":{"01211":"比亚迪股份"},"source_url":"https://finance.yahoo.com/news/chinese-carmaker-byd-raises-1-054140251.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129189249","content_text":"Chinese car and battery maker BYD Co. raised about $1.78 billion in a share placement, a term sheet showed.\nThe Shenzhen-based company sold 50 million H-shares at HK$276 ($35.50) each, a 6.9% discount to its closing price on Friday, according to terms of the deal obtained by Bloomberg News Saturday. Bloomberg previously reported the pricing to be between HK$273.5 and HK$279.5.\nThe carmaker backed by Warren Buffett is the top gainer in the Hang Seng Index this month, rising 22%. It reported a 28% decline in net income for the September quarter from a year ago as the global chip shortage undermined its ability to meet surging demand for clean cars.\nProceeds will be used to supplement working capital, repay debt, and for research and development, according to the term sheet.","news_type":1,"symbols_score_info":{"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":3796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}