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2021-12-06

More pain may be on the way…. But it doesn’t mean it is a bad thing in long term

What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>有什么比Covid更让股市害怕？美联储</blockquote>

2021-09-26

I am going strong with NIO and Tesla…..

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2021-11-21

Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues

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2021-10-14

This is good news

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2021-09-23

If Adobe can dip more, it will be the best….. it already started to go back in post market…. They are strong player in their sector

5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>

2021-12-02

Looking forward to buy more

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2021-10-06

What is happening?? Lol

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2021-11-24

Is this the beginning of the profit taking season? Hmmm

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2021-11-12

I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….

Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>

2021-11-15

Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.

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Will be a waste","listText":"Hope he is joking… he spend so much efforts into all these companies…. Will be a waste","text":"Hope he is joking… he spend so much efforts into all these companies…. Will be a waste","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605136087","repostId":"1116553400","repostType":4,"isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606092355,"gmtCreate":1638799283893,"gmtModify":1638800035612,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","listText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","text":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/606092355","repostId":"1138852642","repostType":4,"repost":{"id":"1138852642","kind":"news","pubTimestamp":1638769615,"share":"https://www.laohu8.com/m/news/1138852642?lang=zh_CN&edition=full","pubTime":"2021-12-06 13:46","market":"us","language":"en","title":"What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>有什么比Covid更让股市害怕？美联储</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138852642","media":"Barrons","summary":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the ye","content":"<p>Now can we have a correction?</p><p><blockquote>现在我们能纠正一下吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们曾希望有更好的结果，比如年底前的融化。但由于发现了Covid-19的奥密克戎变种，股市在过去一周黑色星期五暴跌后暴跌，这似乎不太可能。标普500指数本周下跌1.2%，道琼斯工业平均指数下跌319.26点，跌幅0.9%，纳斯达克综合指数下跌2.6%。小盘股罗素2000指数本周下跌3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映出本周的波动程度。在周一小幅上涨后，道琼斯指数周二暴跌652.22点。周三，该股在早盘交易中上涨，随后回吐了部分涨幅，最终下跌461.68点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票收盘走高。周四，道琼斯指数创3月份以来最大涨幅，但苹果下跌0.6%，此前有报道称该公司正在让供应商为iPhone需求冷淡做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括Adobe(ADBE)、特斯拉(TSLA)和英伟达(NVDA)在内的大型、昂贵的成长型股票最终陷入抛售。Canaccord Genuity分析师马丁·罗伯格(Martin Roberge)表示：“鉴于许多‘成长型’公司的估值过高，后者在本周的调整中首当其冲。”</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘较2021年高点下跌3.5%，略低于该指数9月份的跌幅，当时所有人都预测回调从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了——事实证明财报季还不错——取而代之的是新的新冠病毒变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身就已经够糟糕的了——没有人知道它会对经济造成多大伤害——但随后美联储主席Jerome Powell不得不承认通胀毕竟不是暂时的，缩减可能需要比预期更快。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>CIBC Private Wealth US首席投资官戴夫·多纳贝迪安(Dave Donabedian)表示：“他非常依赖这一信息，这告诉你一些策略即将发生变化。”</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时机有点奇怪。有关奥密克戎在美国被发现的头条新闻已经让市场感到不安。鲍威尔让情况变得更糟。尽管如此，也许投资者不应该问他为什么选择那天发表评论，而应该问他的声明还能有多强烈。MKM Partners首席经济学家迈克尔·达尔达(Michael Darda)表示：“想象一下，如果没有这种变体，演讲听起来会是什么样子。”</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场是绝对正确的。就业报告尽管出现了大幅下滑，但表现稳健，失业率降至4.2%，参与率升至61.8%。美国供应管理协会的非制造业调查达到创纪录的69.1，而制造业指数也保持在60以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>数据如此之好，以至于亚特兰大联储对美国第四季度增长的GDPNow估计最近达到了9.7%。定于本周五发布的消费者价格指数预计11月份上涨0.65%。所有这些都表明，经济已为收紧货币政策做好了准备，即使股市尚未做好准备。“鲍威尔是对的，即使市场有点恐慌，”达尔达说。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果它变得更疯狂一点，不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>大摩认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新冠病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们“不太担心奥密克戎是股市的主要风险因素”，但在美联储主席Jerome Powell暗示可能加速缩减资产购买后，策略师们认为其他地方的阻力正在增加。迈克尔·威尔逊（Michael Wilson）领导的策略师在给客户的一份报告中写道：“缩减购债规模正在收紧市场，这将导致估值下降，就像在复苏的现阶段一样。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些评论呼应了其他策略师的观点，包括摩根大通的策略师，他们指出央行的鹰派转向是他们股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值也在下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>摩根士丹利策略师写道：“出于多种原因，股市正在恢复九个多月前开始的降级过程。”他们预测，标普500的远期市盈率将下降约12%，而且“随着股票投资者预期长期利率大幅上升，开始要求更高的风险溢价”，降幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们“预计未来一段时间波动加剧，因为投资者试图根据不充分且不完整的数据来评估奥密克戎和美联储的风险。”虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来看跌理由。</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>What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>有什么比Covid更让股市害怕？美联储</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\">\nWhat Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>有什么比Covid更让股市害怕？美联储</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 13:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now can we have a correction?</p><p><blockquote>现在我们能纠正一下吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们曾希望有更好的结果，比如年底前的融化。但由于发现了Covid-19的奥密克戎变种，股市在过去一周黑色星期五暴跌后暴跌，这似乎不太可能。标普500指数本周下跌1.2%，道琼斯工业平均指数下跌319.26点，跌幅0.9%，纳斯达克综合指数下跌2.6%。小盘股罗素2000指数本周下跌3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映出本周的波动程度。在周一小幅上涨后，道琼斯指数周二暴跌652.22点。周三，该股在早盘交易中上涨，随后回吐了部分涨幅，最终下跌461.68点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票收盘走高。周四，道琼斯指数创3月份以来最大涨幅，但苹果下跌0.6%，此前有报道称该公司正在让供应商为iPhone需求冷淡做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括Adobe(ADBE)、特斯拉(TSLA)和英伟达(NVDA)在内的大型、昂贵的成长型股票最终陷入抛售。Canaccord Genuity分析师马丁·罗伯格(Martin Roberge)表示：“鉴于许多‘成长型’公司的估值过高，后者在本周的调整中首当其冲。”</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘较2021年高点下跌3.5%，略低于该指数9月份的跌幅，当时所有人都预测回调从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了——事实证明财报季还不错——取而代之的是新的新冠病毒变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身就已经够糟糕的了——没有人知道它会对经济造成多大伤害——但随后美联储主席Jerome Powell不得不承认通胀毕竟不是暂时的，缩减可能需要比预期更快。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>CIBC Private Wealth US首席投资官戴夫·多纳贝迪安(Dave Donabedian)表示：“他非常依赖这一信息，这告诉你一些策略即将发生变化。”</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时机有点奇怪。有关奥密克戎在美国被发现的头条新闻已经让市场感到不安。鲍威尔让情况变得更糟。尽管如此，也许投资者不应该问他为什么选择那天发表评论，而应该问他的声明还能有多强烈。MKM Partners首席经济学家迈克尔·达尔达(Michael Darda)表示：“想象一下，如果没有这种变体，演讲听起来会是什么样子。”</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场是绝对正确的。就业报告尽管出现了大幅下滑，但表现稳健，失业率降至4.2%，参与率升至61.8%。美国供应管理协会的非制造业调查达到创纪录的69.1，而制造业指数也保持在60以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>数据如此之好，以至于亚特兰大联储对美国第四季度增长的GDPNow估计最近达到了9.7%。定于本周五发布的消费者价格指数预计11月份上涨0.65%。所有这些都表明，经济已为收紧货币政策做好了准备，即使股市尚未做好准备。“鲍威尔是对的，即使市场有点恐慌，”达尔达说。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果它变得更疯狂一点，不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>大摩认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新冠病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们“不太担心奥密克戎是股市的主要风险因素”，但在美联储主席Jerome Powell暗示可能加速缩减资产购买后，策略师们认为其他地方的阻力正在增加。迈克尔·威尔逊（Michael Wilson）领导的策略师在给客户的一份报告中写道：“缩减购债规模正在收紧市场，这将导致估值下降，就像在复苏的现阶段一样。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些评论呼应了其他策略师的观点，包括摩根大通的策略师，他们指出央行的鹰派转向是他们股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值也在下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>摩根士丹利策略师写道：“出于多种原因，股市正在恢复九个多月前开始的降级过程。”他们预测，标普500的远期市盈率将下降约12%，而且“随着股票投资者预期长期利率大幅上升，开始要求更高的风险溢价”，降幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们“预计未来一段时间波动加剧，因为投资者试图根据不充分且不完整的数据来评估奥密克戎和美联储的风险。”虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来看跌理由。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944\">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/stock-market-covid-omicron-federal-reserve-51638575944","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138852642","content_text":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.\nThose numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.\nOn Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.\nThe S&P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.\nOmicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.\n“He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.\nThe timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.\nThe thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.\nThe data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.\nDon’t be surprised if it freaks out a bit more.\nMorgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron\nStock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.\nWhile they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.\n\nThe comments echo the views of other strategists, including those at JPMorgan Chase & Co., who singled out a hawkish turn by central banks as the main risk to their outlook for stocks. But while JPMorgan reiterated on Monday that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&P 500 trending lower, and valuations declining.\n“Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”\nUBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603559313,"gmtCreate":1638431083536,"gmtModify":1638431084283,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"Looking forward to buy more","listText":"Looking forward to buy more","text":"Looking forward to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603559313","repostId":"1139132596","repostType":4,"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600785673,"gmtCreate":1638198106849,"gmtModify":1638198182816,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"Just get both….","listText":"Just get both….","text":"Just get both….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600785673","repostId":"2186262293","repostType":4,"isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874016242,"gmtCreate":1637711444107,"gmtModify":1637711444238,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"Is this the beginning of the profit taking season? Hmmm","listText":"Is this the beginning of the profit taking season? Hmmm","text":"Is this the beginning of the profit taking season? Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874016242","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":2702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872154657,"gmtCreate":1637462212435,"gmtModify":1637462212519,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","listText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","text":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872154657","repostId":"2184828468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873663052,"gmtCreate":1636938611638,"gmtModify":1636938611754,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","listText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","text":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873663052","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":3464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879809380,"gmtCreate":1636697530453,"gmtModify":1636698085081,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","listText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","text":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879809380","repostId":"1137718483","repostType":4,"repost":{"id":"1137718483","kind":"news","pubTimestamp":1636677707,"share":"https://www.laohu8.com/m/news/1137718483?lang=zh_CN&edition=full","pubTime":"2021-11-12 08:41","market":"us","language":"en","title":"Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137718483","media":"Motley Fool","summary":"$Alibaba$ Group has plummeted 49% since peaking 13 months ago.Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.Alibaba and two other U.S. former market darlings have a strong chance to bounce back from here.Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day c","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自13个月前达到峰值以来，该集团股价已暴跌49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴-SW的光棍节今非昔比。</li><li>阿里巴巴-SW和另外两家美国前市场宠儿很有可能从这里反弹。</li></ul>市场越来越不稳定，但交易价格仍接近近期历史高点。您是否正在等待市场遭受重创，然后才将资金放在场外发挥作用？嗯，很多去年最大的明星已经坠毁了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自触及历史高点以来，均暴跌至少40%。降价似乎有些过头了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1.阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>对于中国的在线零售商来说，周四应该是个大日子。今天是光棍节！阿里巴巴-SW创造了每年11月11日举行的购物假期——因为11/11日期而被称为光棍节——但此后它被较小的电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节有所不同。中国政府推动的“共同富裕”发现吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入光棍节，交易价格比去年年底创下的历史高点低49%。在中国政府打击多个行业后，投资者避开了中国的成长型股票，但光棍节真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长32%。即使现在阿里巴巴-SW正在努力应对COVID-19危机和该国的共同繁荣目标，追踪收入仍增长了40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。现在我们大部分人都接种了疫苗，病例数也减少了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为未来将黯淡无光。与阿里巴巴-SW一样，Zoom的股价在13个月前达到顶峰。自该高点以来，Zoom股价已暴跌57%。这里的转折是Zoom仍在增长。最近一个季度收入增长了54%。当然，收入正在减速。我们不会回到Zoom在前五份季度报告中每份报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom仍在复苏的环境中增长。视频会议将继续是一种具有成本效益的聚集和完成工作的方式。Zoom正在充实其产品，最近一次失败的收购尝试不会阻止这一演变过程。去年有一段疯狂的时期，Zoom的交易价格是往绩收入的100多倍。令人兴奋的销售增长和股价的连击发现，目前市盈率已降至仅20倍。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3.Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。一旦我们能够在疫情之后安全旅行，视觉发现引擎是食谱、装饰技巧和关于我们想去的目的地的白日梦的宝贵资源。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团发酵剂，出去吃别人的面包。Pinterest现在的活跃用户连续下降令投资者震惊。该股已较2月份的峰值暴跌49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，这笔交易主要是股票交易，Pinterest的估值将达到每股70美元。那些对持有更多股票感到自豪的Pinterest投资者希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest必须升值53%才能达到现在的70美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal的股票在最初的传言中遭到抛售，但即使现在交易尚未摆在桌面上，该股仍在继续下跌。既然这两只股票都失宠了，它可能不会卷土重来，但Pinterest仍然拥有一个充满活力的平台，货币化程度不断提高。随着广告商蜂拥其营销机会以吸引利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好比历史高点低了49%至57%。你不需要等到市场崩盘时再买便宜货。他们现在就在外面。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-12 08:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自13个月前达到峰值以来，该集团股价已暴跌49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴-SW的光棍节今非昔比。</li><li>阿里巴巴-SW和另外两家美国前市场宠儿很有可能从这里反弹。</li></ul>市场越来越不稳定，但交易价格仍接近近期历史高点。您是否正在等待市场遭受重创，然后才将资金放在场外发挥作用？嗯，很多去年最大的明星已经坠毁了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自触及历史高点以来，均暴跌至少40%。降价似乎有些过头了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1.阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>对于中国的在线零售商来说，周四应该是个大日子。今天是光棍节！阿里巴巴-SW创造了每年11月11日举行的购物假期——因为11/11日期而被称为光棍节——但此后它被较小的电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节有所不同。中国政府推动的“共同富裕”发现吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入光棍节，交易价格比去年年底创下的历史高点低49%。在中国政府打击多个行业后，投资者避开了中国的成长型股票，但光棍节真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长32%。即使现在阿里巴巴-SW正在努力应对COVID-19危机和该国的共同繁荣目标，追踪收入仍增长了40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。现在我们大部分人都接种了疫苗，病例数也减少了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为未来将黯淡无光。与阿里巴巴-SW一样，Zoom的股价在13个月前达到顶峰。自该高点以来，Zoom股价已暴跌57%。这里的转折是Zoom仍在增长。最近一个季度收入增长了54%。当然，收入正在减速。我们不会回到Zoom在前五份季度报告中每份报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom仍在复苏的环境中增长。视频会议将继续是一种具有成本效益的聚集和完成工作的方式。Zoom正在充实其产品，最近一次失败的收购尝试不会阻止这一演变过程。去年有一段疯狂的时期，Zoom的交易价格是往绩收入的100多倍。令人兴奋的销售增长和股价的连击发现，目前市盈率已降至仅20倍。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3.Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。一旦我们能够在疫情之后安全旅行，视觉发现引擎是食谱、装饰技巧和关于我们想去的目的地的白日梦的宝贵资源。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团发酵剂，出去吃别人的面包。Pinterest现在的活跃用户连续下降令投资者震惊。该股已较2月份的峰值暴跌49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，这笔交易主要是股票交易，Pinterest的估值将达到每股70美元。那些对持有更多股票感到自豪的Pinterest投资者希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest必须升值53%才能达到现在的70美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal的股票在最初的传言中遭到抛售，但即使现在交易尚未摆在桌面上，该股仍在继续下跌。既然这两只股票都失宠了，它可能不会卷土重来，但Pinterest仍然拥有一个充满活力的平台，货币化程度不断提高。随着广告商蜂拥其营销机会以吸引利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好比历史高点低了49%至57%。你不需要等到市场崩盘时再买便宜货。他们现在就在外面。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/\">Motley Fool</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":{"ZM":"Zoom","BABA":"阿里巴巴","PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137718483","content_text":"Key Points\n\nAlibaba Group has plummeted 49% since peaking 13 months ago.\nAlibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.\nAlibaba and two other U.S. former market darlings have a strong chance to bounce back from here.\n\nThe market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.\nShares ofAlibaba Group Holding(NYSE:BABA),Zoom Video, and Pinterest have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.\n1. Alibaba\nThursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.\nSingles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.\nAlibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.\n2. Zoom Video\nThe rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?\nThe market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.\nHowever, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.\n3. Pinterest\nA year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.\nEverything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.\nLast month PayPal Holdings was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.\nPayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.\nAlibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.","news_type":1,"symbols_score_info":{"PINS":0.9,"BABA":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":3397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000640","authorIdStr":"9000000000000640"},"content":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","text":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","html":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market."},{"author":{"id":"9000000000000591","authorId":"9000000000000591","name":"EvelynHoover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000591","authorIdStr":"9000000000000591"},"content":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","text":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","html":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879349861,"gmtCreate":1636684695996,"gmtModify":1636684696245,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a>This company differentiate itself from the rest of the solar companies… well done Enphase.","listText":"<a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a>This company differentiate itself from the rest of the solar companies… well done Enphase.","text":"$Enphase Energy(ENPH)$This company differentiate itself from the rest of the solar companies… well done Enphase.","images":[{"img":"https://static.tigerbbs.com/05f059b61f35dd1ce45a4c0a9b3aae0f","width":"750","height":"2389"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879349861","isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847161168,"gmtCreate":1636501893087,"gmtModify":1636501893361,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Is this the start ofthe end?","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Is this the start ofthe end?","text":"$Upstart Holdings, Inc.(UPST)$Is this the start ofthe end?","images":[{"img":"https://static.tigerbbs.com/1b778a35aabb358c5dadb6f4e409feb4","width":"750","height":"2389"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847161168","isVote":1,"tweetType":1,"viewCount":2434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845632846,"gmtCreate":1636333694559,"gmtModify":1636333694830,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/M\">$Macy's(M)$</a>Is this a good buy now? Any comment?","listText":"<a href=\"https://laohu8.com/S/M\">$Macy's(M)$</a>Is this a good buy now? Any comment?","text":"$Macy's(M)$Is this a good buy now? Any comment?","images":[{"img":"https://static.tigerbbs.com/84a6c256594047f72cd120c34b5987af","width":"750","height":"2443"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845632846","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845101169,"gmtCreate":1636295424486,"gmtModify":1636296855239,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>Miss this big time","listText":"<a href=\"https://laohu8.com/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>Miss this big time","text":"$Airbnb, Inc.(ABNB)$Miss this big time","images":[{"img":"https://static.tigerbbs.com/103fb87079609243d04e4559302c75d6","width":"750","height":"2443"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845101169","isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848418275,"gmtCreate":1636019001539,"gmtModify":1636019001747,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>So painful","listText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>So painful","text":"$Zillow(ZG)$So painful","images":[{"img":"https://static.tigerbbs.com/fa1daeb53ca673c3e6acccefad0b8157","width":"750","height":"1760"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848418275","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848413702,"gmtCreate":1636018909221,"gmtModify":1636018909423,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848413702","repostId":"1167064150","repostType":4,"repost":{"id":"1167064150","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":1636015649,"share":"https://www.laohu8.com/m/news/1167064150?lang=zh_CN&edition=full","pubTime":"2021-11-04 16:47","market":"us","language":"en","title":"Hot chinese concept stocks rallied in premarket trading<blockquote>热门中概股盘前上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167064150","media":"Tiger Newspress","summary":"Hot chinese concept stocks rallied in premarket trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE h","content":"<p>Hot&nbsp;chinese&nbsp;concept&nbsp;stocks&nbsp;rallied&nbsp;in&nbsp;premarket&nbsp;trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE holding,Didi Global,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.</p><p><blockquote>热门中概股盘前上涨，阿里巴巴-SW、京东、拼多多、百度、哔哩哔哩、贝壳控股、滴滴全球、蔚来、小鹏汽车和理想汽车涨幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62b8b12c5eeaa21666c060337f5740ff\" tg-width=\"403\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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>Hot chinese concept stocks rallied in premarket trading<blockquote>热门中概股盘前上涨</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot chinese concept stocks rallied in premarket trading<blockquote>热门中概股盘前上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-04 16:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hot&nbsp;chinese&nbsp;concept&nbsp;stocks&nbsp;rallied&nbsp;in&nbsp;premarket&nbsp;trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE holding,Didi Global,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.</p><p><blockquote>热门中概股盘前上涨，阿里巴巴-SW、京东、拼多多、百度、哔哩哔哩、贝壳控股、滴滴全球、蔚来、小鹏汽车和理想汽车涨幅在1%至4%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62b8b12c5eeaa21666c060337f5740ff\" tg-width=\"403\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","PDD":"拼多多","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167064150","content_text":"Hot chinese concept stocks rallied in premarket trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE holding,Didi Global,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.","news_type":1,"symbols_score_info":{"BABA":0.9,"JD":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848413184,"gmtCreate":1636018870087,"gmtModify":1636018870314,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"This is just incredible…. Will it be like last year?","listText":"This is just incredible…. Will it be like last year?","text":"This is just incredible…. Will it be like last year?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848413184","repostId":"1184547180","repostType":4,"repost":{"id":"1184547180","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":1636013921,"share":"https://www.laohu8.com/m/news/1184547180?lang=zh_CN&edition=full","pubTime":"2021-11-04 16:18","market":"us","language":"en","title":"Tesla shares surged more than 2% to a new high in premarket trading<blockquote>特斯拉股价在盘前交易中飙升逾2%至新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184547180","media":"Tiger Newspress","summary":"Tesla shares surged more than 2% to a new high in premarket trading.","content":"<p>Tesla shares surged more&nbsp;than&nbsp;2% to a new high in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中飙升逾2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e3a05912968b722506b7360bb563f229\" tg-width=\"850\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares surged more than 2% to a new high in premarket trading<blockquote>特斯拉股价在盘前交易中飙升逾2%至新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares surged more than 2% to a new high in premarket trading<blockquote>特斯拉股价在盘前交易中飙升逾2%至新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-04 16:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares surged more&nbsp;than&nbsp;2% to a new high in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中飙升逾2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e3a05912968b722506b7360bb563f229\" tg-width=\"850\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184547180","content_text":"Tesla shares surged more than 2% to a new high in premarket trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841470028,"gmtCreate":1635938644146,"gmtModify":1635939051350,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Why is it still rising….","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Why is it still rising….","text":"$Sea Ltd(SE)$Why is it still rising….","images":[{"img":"https://static.tigerbbs.com/ee553d8c3d501a7cec2406aad480e87a","width":"750","height":"1869"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841470028","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843445949,"gmtCreate":1635854348803,"gmtModify":1635854348917,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Will it moon again?","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Will it moon again?","text":"$SoFi Technologies Inc.(SOFI)$Will it moon again?","images":[{"img":"https://static.tigerbbs.com/c216ca702d1a9d164f9dd25590a8d035","width":"750","height":"1924"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843445949","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849129836,"gmtCreate":1635736042252,"gmtModify":1635736042325,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>Expecting Zillow to hit their expection despite they stopped buying houses for flipping. Bullish on them.","listText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>Expecting Zillow to hit their expection despite they stopped buying houses for flipping. Bullish on them.","text":"$Zillow(ZG)$Expecting Zillow to hit their expection despite they stopped buying houses for flipping. Bullish on them.","images":[{"img":"https://static.tigerbbs.com/82d28ef6d4390f134b3a0cbff0950c82","width":"750","height":"1815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849129836","isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857472666,"gmtCreate":1635558319217,"gmtModify":1635558319286,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will Tesla break through $1200 next week?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will Tesla break through $1200 next week?","text":"$Tesla Motors(TSLA)$Will Tesla break through $1200 next week?","images":[{"img":"https://static.tigerbbs.com/4e032ae526479e62f8d1258e1e90e268","width":"750","height":"1869"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857472666","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854776219,"gmtCreate":1635489309976,"gmtModify":1635489358479,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"htmlText":"Buy the dip!","listText":"Buy the dip!","text":"Buy the dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854776219","repostId":"1146294800","repostType":4,"repost":{"id":"1146294800","kind":"news","pubTimestamp":1635472918,"share":"https://www.laohu8.com/m/news/1146294800?lang=zh_CN&edition=full","pubTime":"2021-10-29 10:01","market":"us","language":"en","title":"Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146294800","media":"MarketWatch","summary":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into th","content":"<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前努力解决供应链问题，企业软件公司看起来表现强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>九月，一艘集装箱船在洛杉矶港等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假期回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告称，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题对苹果和亚马逊都造成了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假期季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假期预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果公布了罕见的营收下滑，这是自2018年12月季度以来的首次下滑，第四财季营收为834亿美元，比分析师预期的851亿美元低17亿美元。自疫情爆发以来，苹果不再给出收入指引，但大部分收入缺口来自iPhone销量，比分析师预期低21亿美元。然而，Mac和iPad的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官Luca Maestri告诉分析师，持续的供应限制使其收入损失了约60亿美元，并且在12月季度的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和COVID-19大流行导致的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图支持员工并处理前所未有的供应链问题，盈利下降幅度甚至超出预期，支出大幅飙升。亚马逊履行和运送订单的成本从147.1亿美元增加到185亿美元。亚马逊公布第三季度每股收益为6.12美元，同比下降近50%，低于分析师平均预期的每股8.90美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些较高的履行和员工成本，例如苹果的供应链限制，将在第四季度持续下去，这通常是消费者相关科技公司最大的。亚马逊首席执行官安迪·贾西在一份声明中表示，亚马逊预计其消费者业务将产生“数十亿美元的额外成本”，因为该公司要应对“劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加”。”</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>这两家市值均超过1万亿美元的科技巨头的股价在盘后交易中暴跌，其中苹果下跌3.53%，亚马逊下跌4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有看到任何需求损失——事实上，情况恰恰相反，因为在全球运输和产品限制的情况下，它们无法跟上需求——但这一消息令指望它们强劲结束今年的投资者感到沮丧。由于以消费者为中心的公司可能很难在即将到来的假期满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软净利润首次突破200亿美元，PC收入超出预期，该公司快速增长的云业务仍是其最大驱动力。该公司股价在周四盘后交易中小幅上涨，并有望在周五常规交易时间超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期期间走高的软件公司。团队协作软件制造商Atlassian周四股价飙升9%，此前其基于云的产品收入飙升50%，超出了华尔街的预期。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了其目标价；周四其股价上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期买入科技股的投资者可能希望远离苹果和亚马逊等传统公司，转而关注企业软件开发商和其他云计算公司。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地填充库存。</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>Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</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 and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-29 10:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前努力解决供应链问题，企业软件公司看起来表现强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>九月，一艘集装箱船在洛杉矶港等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假期回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告称，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题对苹果和亚马逊都造成了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假期季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假期预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果公布了罕见的营收下滑，这是自2018年12月季度以来的首次下滑，第四财季营收为834亿美元，比分析师预期的851亿美元低17亿美元。自疫情爆发以来，苹果不再给出收入指引，但大部分收入缺口来自iPhone销量，比分析师预期低21亿美元。然而，Mac和iPad的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官Luca Maestri告诉分析师，持续的供应限制使其收入损失了约60亿美元，并且在12月季度的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和COVID-19大流行导致的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图支持员工并处理前所未有的供应链问题，盈利下降幅度甚至超出预期，支出大幅飙升。亚马逊履行和运送订单的成本从147.1亿美元增加到185亿美元。亚马逊公布第三季度每股收益为6.12美元，同比下降近50%，低于分析师平均预期的每股8.90美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些较高的履行和员工成本，例如苹果的供应链限制，将在第四季度持续下去，这通常是消费者相关科技公司最大的。亚马逊首席执行官安迪·贾西在一份声明中表示，亚马逊预计其消费者业务将产生“数十亿美元的额外成本”，因为该公司要应对“劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加”。”</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>这两家市值均超过1万亿美元的科技巨头的股价在盘后交易中暴跌，其中苹果下跌3.53%，亚马逊下跌4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有看到任何需求损失——事实上，情况恰恰相反，因为在全球运输和产品限制的情况下，它们无法跟上需求——但这一消息令指望它们强劲结束今年的投资者感到沮丧。由于以消费者为中心的公司可能很难在即将到来的假期满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软净利润首次突破200亿美元，PC收入超出预期，该公司快速增长的云业务仍是其最大驱动力。该公司股价在周四盘后交易中小幅上涨，并有望在周五常规交易时间超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期期间走高的软件公司。团队协作软件制造商Atlassian周四股价飙升9%，此前其基于云的产品收入飙升50%，超出了华尔街的预期。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了其目标价；周四其股价上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期买入科技股的投资者可能希望远离苹果和亚马逊等传统公司，转而关注企业软件开发商和其他云计算公司。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地填充库存。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?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":{"TEAM":"Atlassian Corporation PLC","AMZN":"亚马逊","AAPL":"苹果","NOW":"ServiceNow","MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146294800","content_text":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong\nA logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.\nBoth Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.\nThis column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp. — offered a huge holiday forecast just a few days earlier.\nApple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.\nApple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.\nAmazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.\nThese higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”\nThe shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.\nWhile neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.\nEarlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.\nMicrosoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc. beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.\nInvestors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9,"MSFT":0.9,"NOW":0.9,"TEAM":0.9}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606092355,"gmtCreate":1638799283893,"gmtModify":1638800035612,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","listText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","text":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/606092355","repostId":"1138852642","repostType":4,"repost":{"id":"1138852642","kind":"news","pubTimestamp":1638769615,"share":"https://www.laohu8.com/m/news/1138852642?lang=zh_CN&edition=full","pubTime":"2021-12-06 13:46","market":"us","language":"en","title":"What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>有什么比Covid更让股市害怕？美联储</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138852642","media":"Barrons","summary":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the ye","content":"<p>Now can we have a correction?</p><p><blockquote>现在我们能纠正一下吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们曾希望有更好的结果，比如年底前的融化。但由于发现了Covid-19的奥密克戎变种，股市在过去一周黑色星期五暴跌后暴跌，这似乎不太可能。标普500指数本周下跌1.2%，道琼斯工业平均指数下跌319.26点，跌幅0.9%，纳斯达克综合指数下跌2.6%。小盘股罗素2000指数本周下跌3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映出本周的波动程度。在周一小幅上涨后，道琼斯指数周二暴跌652.22点。周三，该股在早盘交易中上涨，随后回吐了部分涨幅，最终下跌461.68点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票收盘走高。周四，道琼斯指数创3月份以来最大涨幅，但苹果下跌0.6%，此前有报道称该公司正在让供应商为iPhone需求冷淡做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括Adobe(ADBE)、特斯拉(TSLA)和英伟达(NVDA)在内的大型、昂贵的成长型股票最终陷入抛售。Canaccord Genuity分析师马丁·罗伯格(Martin Roberge)表示：“鉴于许多‘成长型’公司的估值过高，后者在本周的调整中首当其冲。”</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘较2021年高点下跌3.5%，略低于该指数9月份的跌幅，当时所有人都预测回调从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了——事实证明财报季还不错——取而代之的是新的新冠病毒变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身就已经够糟糕的了——没有人知道它会对经济造成多大伤害——但随后美联储主席Jerome Powell不得不承认通胀毕竟不是暂时的，缩减可能需要比预期更快。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>CIBC Private Wealth US首席投资官戴夫·多纳贝迪安(Dave Donabedian)表示：“他非常依赖这一信息，这告诉你一些策略即将发生变化。”</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时机有点奇怪。有关奥密克戎在美国被发现的头条新闻已经让市场感到不安。鲍威尔让情况变得更糟。尽管如此，也许投资者不应该问他为什么选择那天发表评论，而应该问他的声明还能有多强烈。MKM Partners首席经济学家迈克尔·达尔达(Michael Darda)表示：“想象一下，如果没有这种变体，演讲听起来会是什么样子。”</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场是绝对正确的。就业报告尽管出现了大幅下滑，但表现稳健，失业率降至4.2%，参与率升至61.8%。美国供应管理协会的非制造业调查达到创纪录的69.1，而制造业指数也保持在60以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>数据如此之好，以至于亚特兰大联储对美国第四季度增长的GDPNow估计最近达到了9.7%。定于本周五发布的消费者价格指数预计11月份上涨0.65%。所有这些都表明，经济已为收紧货币政策做好了准备，即使股市尚未做好准备。“鲍威尔是对的，即使市场有点恐慌，”达尔达说。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果它变得更疯狂一点，不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>大摩认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新冠病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们“不太担心奥密克戎是股市的主要风险因素”，但在美联储主席Jerome Powell暗示可能加速缩减资产购买后，策略师们认为其他地方的阻力正在增加。迈克尔·威尔逊（Michael Wilson）领导的策略师在给客户的一份报告中写道：“缩减购债规模正在收紧市场，这将导致估值下降，就像在复苏的现阶段一样。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些评论呼应了其他策略师的观点，包括摩根大通的策略师，他们指出央行的鹰派转向是他们股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值也在下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>摩根士丹利策略师写道：“出于多种原因，股市正在恢复九个多月前开始的降级过程。”他们预测，标普500的远期市盈率将下降约12%，而且“随着股票投资者预期长期利率大幅上升，开始要求更高的风险溢价”，降幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们“预计未来一段时间波动加剧，因为投资者试图根据不充分且不完整的数据来评估奥密克戎和美联储的风险。”虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来看跌理由。</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>What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>有什么比Covid更让股市害怕？美联储</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\">\nWhat Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>有什么比Covid更让股市害怕？美联储</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 13:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now can we have a correction?</p><p><blockquote>现在我们能纠正一下吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们曾希望有更好的结果，比如年底前的融化。但由于发现了Covid-19的奥密克戎变种，股市在过去一周黑色星期五暴跌后暴跌，这似乎不太可能。标普500指数本周下跌1.2%，道琼斯工业平均指数下跌319.26点，跌幅0.9%，纳斯达克综合指数下跌2.6%。小盘股罗素2000指数本周下跌3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映出本周的波动程度。在周一小幅上涨后，道琼斯指数周二暴跌652.22点。周三，该股在早盘交易中上涨，随后回吐了部分涨幅，最终下跌461.68点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票收盘走高。周四，道琼斯指数创3月份以来最大涨幅，但苹果下跌0.6%，此前有报道称该公司正在让供应商为iPhone需求冷淡做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括Adobe(ADBE)、特斯拉(TSLA)和英伟达(NVDA)在内的大型、昂贵的成长型股票最终陷入抛售。Canaccord Genuity分析师马丁·罗伯格(Martin Roberge)表示：“鉴于许多‘成长型’公司的估值过高，后者在本周的调整中首当其冲。”</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘较2021年高点下跌3.5%，略低于该指数9月份的跌幅，当时所有人都预测回调从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了——事实证明财报季还不错——取而代之的是新的新冠病毒变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身就已经够糟糕的了——没有人知道它会对经济造成多大伤害——但随后美联储主席Jerome Powell不得不承认通胀毕竟不是暂时的，缩减可能需要比预期更快。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>CIBC Private Wealth US首席投资官戴夫·多纳贝迪安(Dave Donabedian)表示：“他非常依赖这一信息，这告诉你一些策略即将发生变化。”</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时机有点奇怪。有关奥密克戎在美国被发现的头条新闻已经让市场感到不安。鲍威尔让情况变得更糟。尽管如此，也许投资者不应该问他为什么选择那天发表评论，而应该问他的声明还能有多强烈。MKM Partners首席经济学家迈克尔·达尔达(Michael Darda)表示：“想象一下，如果没有这种变体，演讲听起来会是什么样子。”</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场是绝对正确的。就业报告尽管出现了大幅下滑，但表现稳健，失业率降至4.2%，参与率升至61.8%。美国供应管理协会的非制造业调查达到创纪录的69.1，而制造业指数也保持在60以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>数据如此之好，以至于亚特兰大联储对美国第四季度增长的GDPNow估计最近达到了9.7%。定于本周五发布的消费者价格指数预计11月份上涨0.65%。所有这些都表明，经济已为收紧货币政策做好了准备，即使股市尚未做好准备。“鲍威尔是对的，即使市场有点恐慌，”达尔达说。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果它变得更疯狂一点，不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>大摩认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新冠病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们“不太担心奥密克戎是股市的主要风险因素”，但在美联储主席Jerome Powell暗示可能加速缩减资产购买后，策略师们认为其他地方的阻力正在增加。迈克尔·威尔逊（Michael Wilson）领导的策略师在给客户的一份报告中写道：“缩减购债规模正在收紧市场，这将导致估值下降，就像在复苏的现阶段一样。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些评论呼应了其他策略师的观点，包括摩根大通的策略师，他们指出央行的鹰派转向是他们股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值也在下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>摩根士丹利策略师写道：“出于多种原因，股市正在恢复九个多月前开始的降级过程。”他们预测，标普500的远期市盈率将下降约12%，而且“随着股票投资者预期长期利率大幅上升，开始要求更高的风险溢价”，降幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们“预计未来一段时间波动加剧，因为投资者试图根据不充分且不完整的数据来评估奥密克戎和美联储的风险。”虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来看跌理由。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944\">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/stock-market-covid-omicron-federal-reserve-51638575944","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138852642","content_text":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.\nThose numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.\nOn Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.\nThe S&P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.\nOmicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.\n“He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.\nThe timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.\nThe thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.\nThe data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.\nDon’t be surprised if it freaks out a bit more.\nMorgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron\nStock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.\nWhile they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.\n\nThe comments echo the views of other strategists, including those at JPMorgan Chase & Co., who singled out a hawkish turn by central banks as the main risk to their outlook for stocks. But while JPMorgan reiterated on Monday that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&P 500 trending lower, and valuations declining.\n“Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”\nUBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868670425,"gmtCreate":1632645317867,"gmtModify":1632646522022,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"I am going strong with NIO and Tesla…..&nbsp;","listText":"I am going strong with NIO and Tesla…..&nbsp;","text":"I am going strong with NIO and Tesla…..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/868670425","repostId":"2170614570","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872154657,"gmtCreate":1637462212435,"gmtModify":1637462212519,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","listText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","text":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872154657","repostId":"2184828468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825813284,"gmtCreate":1634216394814,"gmtModify":1634216394892,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"This is good news","listText":"This is good news","text":"This is good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825813284","repostId":"1193636194","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863825085,"gmtCreate":1632375963947,"gmtModify":1632800804793,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"If Adobe can dip more, it will be the best….. it already started to go back in post market…. They are strong player in their sector","listText":"If Adobe can dip more, it will be the best….. it already started to go back in post market…. They are strong player in their sector","text":"If Adobe can dip more, it will be the best….. it already started to go back in post market…. They are strong player in their sector","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/863825085","repostId":"1137784790","repostType":4,"repost":{"id":"1137784790","kind":"news","pubTimestamp":1632369156,"share":"https://www.laohu8.com/m/news/1137784790?lang=zh_CN&edition=full","pubTime":"2021-09-23 11:52","market":"us","language":"en","title":"5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137784790","media":"Motley Fool","summary":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.I can't tell you where Adobe,Markel,Take Two Interactive Software,Vertex Pharmaceuticals, and BostonBeerwill trade next week or next month. But I'm confident they will significantly outperform the market o","content":"<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明，市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生，但10%的下降大约每两年发生一次。这就是为什么如果最近的低迷持续下去，我会重点介绍五家值得买入的优质公司。</blockquote></p><p> I&nbsp;can't&nbsp;tell&nbsp;you&nbsp;where&nbsp;<b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and&nbsp;<b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>（纳斯达克：ADBE），<b>马克尔</b>（纽约证券交易所代码：MKL），<b>拿两个互动软件</b>（纳斯达克：TTWO），<b>顶点制药</b>（纳斯达克：VRTX），以及<b>波士顿啤酒</b>（纽约证券交易所代码：SAM）将于下周或下个月交易。但我相信它们在未来三年多的时间里将显着跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe的市值为3000亿美元，是全球最大的软件公司之一。它的应用程序是创意专业人士制作的许多内容的支柱。多年来，它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一种订阅服务，为几乎任何创建或交付内容的人提供应用程序。数字体验部门是一个云平台，帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后，除了广告云产品之外，其出版和广告部门还包含遗留产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现得非常好。过去十年，销售额和自由现金流分别增长了241%和281%。2021财年前9个月，该公司的收入为117亿美元。这比去年同期增长24%，比2019年增长43%。它几乎没有债务，投资资本回报率为33%。这比稍微好一点<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官Shantanu Narayen看到了整个业务的实力，并相信数字化转型将推动公司的财务业绩，即使公司投资于其评级的“巨大市场机会”。毫无疑问，跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果您获得它并购买Adobe股票，请充分利用它。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to&nbsp;<b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔被称为“小伯克希尔”，因为它与<b>伯克希尔哈撒韦</b>它也是一家保险公司，利用其部分流通量——从索赔中未支付的保单中收取的保费——投资股票和收购企业。它也以类似的方式管理这些业务，将其持有期视为永远。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是Markel只是一家价值165亿美元的公司。这使其在购买商品方面具有更大的灵活性，并有可能为股东提供数十年稳定、跑赢市场的回报。想要证据吗？如果您发现马克尔的股票自1990年以来表现优于伯克希尔哈撒韦公司，您会感到惊讶吗？是的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKL数据来自YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模还不到沃伦·巴菲特这个庞然大物的37倍，但他仍然有几乎无限的机会采用同样的模式。它可能不是一只令人兴奋的科技股，也不是一只在短时间内让您的投资翻倍，但它是一家经过验证的跑赢市场的公司，可以为投资组合增添压舱石。如果您有机会在抛售期间增持股票，请抓住它。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>采取两个互动</h3>Take Two拥有有史以来最受欢迎的电子游戏系列之一--<i>侠盗猎车手</i>截至去年，该系列的第五部--<i>GTA V</i>——是有史以来第三畅销的视频游戏。它只落后了<i>Minecraft</i>和<i>俄罗斯方块</i>.想要更多证据吗？它花了<i>GTA V</i>三天销售额达到10亿美元。这比最接近的、性能最好的视频游戏快五倍以上<i>哈利波特</i>电影，和<i>阿凡达</i>.而且公司还有更多。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一个流行游戏——the<i>NBA 2K</i>系列-也因其波兰和商业上的成功而受到称赞。但Take Two让我兴奋的是这些游戏的共同点。它们都在虚拟世界中提供了身临其境的体验，在虚拟世界中，可能性似乎是无穷无尽的。随着元宇宙的讨论变得越来越主流，该公司已经证明它可以创建引人入胜的虚拟世界，用户可以在其中参与打造自己的体验以及他人的体验。它使公司在财务上脱颖而出。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来，销售额增长了308%。与<b>动视暴雪</b>的70%和<b>电子艺界</b>'36%.当然，那些出版商已经更加成熟了。尽管如此，这有助于强调为什么我认为Take Two是在市场抛售中值得买入的游戏制造商。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA收入（年度）数据BYYCHARTS</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病，并努力主导这一领域。这就是Vertex如何建立480亿美元的市值和67亿美元的年收入。该公司拥有四种已获批准的治疗囊性纤维化（一种导致器官粘液积聚的疾病）的药物，并治疗美国、欧洲、澳大利亚和加拿大83,000名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信，通过在最近获得批准的市场成功实现药物商业化、在新市场获得批准以及在美国和欧洲推出最新的CF药物，它可以治疗另外30,000名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作，以保持其在CF的地位并探索新的增长机会。它斥资9亿美元购买了CTX001的控股权——它与<b>CRISPR疗法</b>——用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗方法、一种针对肾脏疾病的药物以及一种针对1型糖尿病的干细胞衍生疗法正在临床试验中。Vertex还拥有临床前基于基因的项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道，具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此，华尔街并没有给予该公司太多信任。其市销率是自2012年（该公司开始销售第一种CF药物的那一年）以来的最低水平。分析师预计今明两年的销量将攀升，这使得折扣更加明显。凭借强大的CF基础和如此大的潜力，Vertex Pharmaceuticals可能已经是抢手货了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>顺应酒精饮料行业的趋势就像坐过山车一样。多年来，美国人的口味发生了变化，葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上，无论什么流行，波士顿啤酒都能取得成功。但对于股东来说，这是一个跌宕起伏的旅程。该股在过去20年中经历了三次至少60%的下跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA BYYCHARTS</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于衰退之中，因为它的硬苏打水品牌在雪崩般的竞争中表现不佳。下跌后，该股为投资者提供了一个他们不常得到的机会。分析师仍预计今年营收为21.6亿美元。这使得预计市盈率低于3，接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然，在好转之前，情况可能会变得更糟。管理层在7月份大幅下调了盈利预测，然后在本月早些时候撤回了指引，称这将产生与该产品相关的冲销和费用。尽管这很可怕，但我打赌波士顿啤酒将重复其在经济低迷时期幸存下来、找到新趋势并在未来几年创下历史新高的历史。</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>5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks to Buy in the September Sell-Off<blockquote>9月抛售中值得买入的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-23 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明，市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生，但10%的下降大约每两年发生一次。这就是为什么如果最近的低迷持续下去，我会重点介绍五家值得买入的优质公司。</blockquote></p><p> I&nbsp;can't&nbsp;tell&nbsp;you&nbsp;where&nbsp;<b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and&nbsp;<b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>（纳斯达克：ADBE），<b>马克尔</b>（纽约证券交易所代码：MKL），<b>拿两个互动软件</b>（纳斯达克：TTWO），<b>顶点制药</b>（纳斯达克：VRTX），以及<b>波士顿啤酒</b>（纽约证券交易所代码：SAM）将于下周或下个月交易。但我相信它们在未来三年多的时间里将显着跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe的市值为3000亿美元，是全球最大的软件公司之一。它的应用程序是创意专业人士制作的许多内容的支柱。多年来，它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一种订阅服务，为几乎任何创建或交付内容的人提供应用程序。数字体验部门是一个云平台，帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后，除了广告云产品之外，其出版和广告部门还包含遗留产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现得非常好。过去十年，销售额和自由现金流分别增长了241%和281%。2021财年前9个月，该公司的收入为117亿美元。这比去年同期增长24%，比2019年增长43%。它几乎没有债务，投资资本回报率为33%。这比稍微好一点<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官Shantanu Narayen看到了整个业务的实力，并相信数字化转型将推动公司的财务业绩，即使公司投资于其评级的“巨大市场机会”。毫无疑问，跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果您获得它并购买Adobe股票，请充分利用它。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to&nbsp;<b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔被称为“小伯克希尔”，因为它与<b>伯克希尔哈撒韦</b>它也是一家保险公司，利用其部分流通量——从索赔中未支付的保单中收取的保费——投资股票和收购企业。它也以类似的方式管理这些业务，将其持有期视为永远。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是Markel只是一家价值165亿美元的公司。这使其在购买商品方面具有更大的灵活性，并有可能为股东提供数十年稳定、跑赢市场的回报。想要证据吗？如果您发现马克尔的股票自1990年以来表现优于伯克希尔哈撒韦公司，您会感到惊讶吗？是的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKL数据来自YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模还不到沃伦·巴菲特这个庞然大物的37倍，但他仍然有几乎无限的机会采用同样的模式。它可能不是一只令人兴奋的科技股，也不是一只在短时间内让您的投资翻倍，但它是一家经过验证的跑赢市场的公司，可以为投资组合增添压舱石。如果您有机会在抛售期间增持股票，请抓住它。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>采取两个互动</h3>Take Two拥有有史以来最受欢迎的电子游戏系列之一--<i>侠盗猎车手</i>截至去年，该系列的第五部--<i>GTA V</i>——是有史以来第三畅销的视频游戏。它只落后了<i>Minecraft</i>和<i>俄罗斯方块</i>.想要更多证据吗？它花了<i>GTA V</i>三天销售额达到10亿美元。这比最接近的、性能最好的视频游戏快五倍以上<i>哈利波特</i>电影，和<i>阿凡达</i>.而且公司还有更多。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一个流行游戏——the<i>NBA 2K</i>系列-也因其波兰和商业上的成功而受到称赞。但Take Two让我兴奋的是这些游戏的共同点。它们都在虚拟世界中提供了身临其境的体验，在虚拟世界中，可能性似乎是无穷无尽的。随着元宇宙的讨论变得越来越主流，该公司已经证明它可以创建引人入胜的虚拟世界，用户可以在其中参与打造自己的体验以及他人的体验。它使公司在财务上脱颖而出。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来，销售额增长了308%。与<b>动视暴雪</b>的70%和<b>电子艺界</b>'36%.当然，那些出版商已经更加成熟了。尽管如此，这有助于强调为什么我认为Take Two是在市场抛售中值得买入的游戏制造商。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA收入（年度）数据BYYCHARTS</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病，并努力主导这一领域。这就是Vertex如何建立480亿美元的市值和67亿美元的年收入。该公司拥有四种已获批准的治疗囊性纤维化（一种导致器官粘液积聚的疾病）的药物，并治疗美国、欧洲、澳大利亚和加拿大83,000名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信，通过在最近获得批准的市场成功实现药物商业化、在新市场获得批准以及在美国和欧洲推出最新的CF药物，它可以治疗另外30,000名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作，以保持其在CF的地位并探索新的增长机会。它斥资9亿美元购买了CTX001的控股权——它与<b>CRISPR疗法</b>——用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗方法、一种针对肾脏疾病的药物以及一种针对1型糖尿病的干细胞衍生疗法正在临床试验中。Vertex还拥有临床前基于基因的项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道，具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此，华尔街并没有给予该公司太多信任。其市销率是自2012年（该公司开始销售第一种CF药物的那一年）以来的最低水平。分析师预计今明两年的销量将攀升，这使得折扣更加明显。凭借强大的CF基础和如此大的潜力，Vertex Pharmaceuticals可能已经是抢手货了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>顺应酒精饮料行业的趋势就像坐过山车一样。多年来，美国人的口味发生了变化，葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上，无论什么流行，波士顿啤酒都能取得成功。但对于股东来说，这是一个跌宕起伏的旅程。该股在过去20年中经历了三次至少60%的下跌。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA BYYCHARTS</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于衰退之中，因为它的硬苏打水品牌在雪崩般的竞争中表现不佳。下跌后，该股为投资者提供了一个他们不常得到的机会。分析师仍预计今年营收为21.6亿美元。这使得预计市盈率低于3，接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然，在好转之前，情况可能会变得更糟。管理层在7月份大幅下调了盈利预测，然后在本月早些时候撤回了指引，称这将产生与该产品相关的冲销和费用。尽管这很可怕，但我打赌波士顿啤酒将重复其在经济低迷时期幸存下来、找到新趋势并在未来几年创下历史新高的历史。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/\">Motley Fool</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":{"MKL":"Markel Corp","SAM":"波斯顿啤酒","ADBE":"Adobe","TTWO":"Take-Two Interactive Software","VRTX":"福泰制药"},"source_url":"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137784790","content_text":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.\nI can't tell you where Adobe(NASDAQ:ADBE),Markel(NYSE:MKL),Take Two Interactive Software(NASDAQ:TTWO),Vertex Pharmaceuticals(NASDAQ:VRTX), and BostonBeer(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.\nAdobe\nAt a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.\nDigital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.\nThe business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better thanMicrosoft.\nCEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.\nMarkel\nMarkel has been called the \"baby Berkshire\" for its resemblance to Berkshire Hathaway. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.\nOne big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.\nMKLDATA BYYCHARTS\nAt less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.\nTake Two Interactive\nTake Two has one of the most popular video game franchises of all time --Grand Theft Auto. As of last year, the fifth installment in the series --GTA V-- was the third-best-selling video game ever. It trailed onlyMinecraftandTetris. Want more proof? It tookGTA Vthree days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performingHarry Pottermovie, andAvatar. And the company has more in its stable.\nAnother of its popular games -- theNBA2Kseries -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.\nSince 2012, sales have grown 308%. That compares favorably toActivision Blizzard's 70% andElectronic Arts' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.\nEA REVENUE (ANNUAL)DATA BYYCHARTS\nVertex Pharmaceuticals\nSome drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.\nManagement believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.\nIt has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration withCRISPR Therapeutics-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs withModernaand Arbor Biotechnologies. It's a robust pipeline with a lot of potential.\nDespite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.\nBoston Beer\nRiding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.\nSAMDATA BYYCHARTS\nIt's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.\nOf course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.","news_type":1,"symbols_score_info":{"TTWO":0.9,"MKL":0.9,"VRTX":0.9,"SAM":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603559313,"gmtCreate":1638431083536,"gmtModify":1638431084283,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"Looking forward to buy more","listText":"Looking forward to buy more","text":"Looking forward to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603559313","repostId":"1139132596","repostType":4,"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829519498,"gmtCreate":1633526340826,"gmtModify":1633526341012,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"What is happening?? Lol","listText":"What is happening?? Lol","text":"What is happening?? Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829519498","repostId":"1126487365","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874016242,"gmtCreate":1637711444107,"gmtModify":1637711444238,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"Is this the beginning of the profit taking season? Hmmm","listText":"Is this the beginning of the profit taking season? Hmmm","text":"Is this the beginning of the profit taking season? Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874016242","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":2702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879809380,"gmtCreate":1636697530453,"gmtModify":1636698085081,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","listText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","text":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879809380","repostId":"1137718483","repostType":4,"repost":{"id":"1137718483","kind":"news","pubTimestamp":1636677707,"share":"https://www.laohu8.com/m/news/1137718483?lang=zh_CN&edition=full","pubTime":"2021-11-12 08:41","market":"us","language":"en","title":"Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137718483","media":"Motley Fool","summary":"$Alibaba$ Group has plummeted 49% since peaking 13 months ago.Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.Alibaba and two other U.S. former market darlings have a strong chance to bounce back from here.Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day c","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自13个月前达到峰值以来，该集团股价已暴跌49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴-SW的光棍节今非昔比。</li><li>阿里巴巴-SW和另外两家美国前市场宠儿很有可能从这里反弹。</li></ul>市场越来越不稳定，但交易价格仍接近近期历史高点。您是否正在等待市场遭受重创，然后才将资金放在场外发挥作用？嗯，很多去年最大的明星已经坠毁了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自触及历史高点以来，均暴跌至少40%。降价似乎有些过头了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1.阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>对于中国的在线零售商来说，周四应该是个大日子。今天是光棍节！阿里巴巴-SW创造了每年11月11日举行的购物假期——因为11/11日期而被称为光棍节——但此后它被较小的电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节有所不同。中国政府推动的“共同富裕”发现吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入光棍节，交易价格比去年年底创下的历史高点低49%。在中国政府打击多个行业后，投资者避开了中国的成长型股票，但光棍节真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长32%。即使现在阿里巴巴-SW正在努力应对COVID-19危机和该国的共同繁荣目标，追踪收入仍增长了40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。现在我们大部分人都接种了疫苗，病例数也减少了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为未来将黯淡无光。与阿里巴巴-SW一样，Zoom的股价在13个月前达到顶峰。自该高点以来，Zoom股价已暴跌57%。这里的转折是Zoom仍在增长。最近一个季度收入增长了54%。当然，收入正在减速。我们不会回到Zoom在前五份季度报告中每份报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom仍在复苏的环境中增长。视频会议将继续是一种具有成本效益的聚集和完成工作的方式。Zoom正在充实其产品，最近一次失败的收购尝试不会阻止这一演变过程。去年有一段疯狂的时期，Zoom的交易价格是往绩收入的100多倍。令人兴奋的销售增长和股价的连击发现，目前市盈率已降至仅20倍。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3.Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。一旦我们能够在疫情之后安全旅行，视觉发现引擎是食谱、装饰技巧和关于我们想去的目的地的白日梦的宝贵资源。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团发酵剂，出去吃别人的面包。Pinterest现在的活跃用户连续下降令投资者震惊。该股已较2月份的峰值暴跌49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，这笔交易主要是股票交易，Pinterest的估值将达到每股70美元。那些对持有更多股票感到自豪的Pinterest投资者希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest必须升值53%才能达到现在的70美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal的股票在最初的传言中遭到抛售，但即使现在交易尚未摆在桌面上，该股仍在继续下跌。既然这两只股票都失宠了，它可能不会卷土重来，但Pinterest仍然拥有一个充满活力的平台，货币化程度不断提高。随着广告商蜂拥其营销机会以吸引利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好比历史高点低了49%至57%。你不需要等到市场崩盘时再买便宜货。他们现在就在外面。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-12 08:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自13个月前达到峰值以来，该集团股价已暴跌49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴-SW的光棍节今非昔比。</li><li>阿里巴巴-SW和另外两家美国前市场宠儿很有可能从这里反弹。</li></ul>市场越来越不稳定，但交易价格仍接近近期历史高点。您是否正在等待市场遭受重创，然后才将资金放在场外发挥作用？嗯，很多去年最大的明星已经坠毁了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>本公司之股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自触及历史高点以来，均暴跌至少40%。降价似乎有些过头了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1.阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>对于中国的在线零售商来说，周四应该是个大日子。今天是光棍节！阿里巴巴-SW创造了每年11月11日举行的购物假期——因为11/11日期而被称为光棍节——但此后它被较小的电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节有所不同。中国政府推动的“共同富裕”发现吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入光棍节，交易价格比去年年底创下的历史高点低49%。在中国政府打击多个行业后，投资者避开了中国的成长型股票，但光棍节真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长32%。即使现在阿里巴巴-SW正在努力应对COVID-19危机和该国的共同繁荣目标，追踪收入仍增长了40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。现在我们大部分人都接种了疫苗，病例数也减少了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为未来将黯淡无光。与阿里巴巴-SW一样，Zoom的股价在13个月前达到顶峰。自该高点以来，Zoom股价已暴跌57%。这里的转折是Zoom仍在增长。最近一个季度收入增长了54%。当然，收入正在减速。我们不会回到Zoom在前五份季度报告中每份报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom仍在复苏的环境中增长。视频会议将继续是一种具有成本效益的聚集和完成工作的方式。Zoom正在充实其产品，最近一次失败的收购尝试不会阻止这一演变过程。去年有一段疯狂的时期，Zoom的交易价格是往绩收入的100多倍。令人兴奋的销售增长和股价的连击发现，目前市盈率已降至仅20倍。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3.Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。一旦我们能够在疫情之后安全旅行，视觉发现引擎是食谱、装饰技巧和关于我们想去的目的地的白日梦的宝贵资源。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团发酵剂，出去吃别人的面包。Pinterest现在的活跃用户连续下降令投资者震惊。该股已较2月份的峰值暴跌49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，这笔交易主要是股票交易，Pinterest的估值将达到每股70美元。那些对持有更多股票感到自豪的Pinterest投资者希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest必须升值53%才能达到现在的70美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal的股票在最初的传言中遭到抛售，但即使现在交易尚未摆在桌面上，该股仍在继续下跌。既然这两只股票都失宠了，它可能不会卷土重来，但Pinterest仍然拥有一个充满活力的平台，货币化程度不断提高。随着广告商蜂拥其营销机会以吸引利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好比历史高点低了49%至57%。你不需要等到市场崩盘时再买便宜货。他们现在就在外面。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/\">Motley Fool</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":{"ZM":"Zoom","BABA":"阿里巴巴","PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137718483","content_text":"Key Points\n\nAlibaba Group has plummeted 49% since peaking 13 months ago.\nAlibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.\nAlibaba and two other U.S. former market darlings have a strong chance to bounce back from here.\n\nThe market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.\nShares ofAlibaba Group Holding(NYSE:BABA),Zoom Video, and Pinterest have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.\n1. Alibaba\nThursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.\nSingles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.\nAlibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.\n2. Zoom Video\nThe rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?\nThe market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.\nHowever, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.\n3. Pinterest\nA year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.\nEverything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.\nLast month PayPal Holdings was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.\nPayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.\nAlibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.","news_type":1,"symbols_score_info":{"PINS":0.9,"BABA":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":3397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000640","idStr":"9000000000000640"},"content":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","text":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","html":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market."},{"author":{"id":"9000000000000591","authorId":"9000000000000591","name":"EvelynHoover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000591","idStr":"9000000000000591"},"content":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","text":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","html":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873663052,"gmtCreate":1636938611638,"gmtModify":1636938611754,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"htmlText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","listText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","text":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873663052","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":3464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}