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- TiltedguyTiltedguy
  ·2021-09-08
  #garbage
  5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>
  Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than j
  5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>
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- TiltedguyTiltedguy
  ·2021-06-26
  hi
  Air Liquide, Airbus, ADP Sign MoU On Hydrogen In Airports<blockquote>液化空气集团、空客和 ADP 签署机场氢气谅解备忘录</blockquote>
  L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGE :Air Liquide, Airbu
  Air Liquide, Airbus, ADP Sign MoU On Hydrogen In Airports<blockquote>液化空气集团、空客和 ADP 签署机场氢气谅解备忘录</blockquote>
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- TiltedguyTiltedguy
  ·2021-06-11
  hi
  非常抱歉，此主贴已删除
  1,718 评论
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- TiltedguyTiltedguy
  ·2021-06-11
  hi
  非常抱歉，此主贴已删除
  1,770 评论
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- TiltedguyTiltedguy
  ·2021-06-11
  🙁
  Inflation Rate Climb Adds Impetus to Fed Policy Shift<blockquote>通胀率攀升推动美联储政策转变</blockquote>
  Central bankers are set to begin talking about easing bond purchases as soaring prices test patience
  Inflation Rate Climb Adds Impetus to Fed Policy Shift<blockquote>通胀率攀升推动美联储政策转变</blockquote>
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- TiltedguyTiltedguy
  ·2021-02-05
  👍
  Oil prices rise to highest in a year on U.S. growth optimism, crude supply restraint<blockquote>由于美国增长乐观和原油供应受限，油价升至一年来的最高水平</blockquote>
  Singapore (Reuters) - Oil prices climbed on Friday to their highest levels in a year, extending a ru
  Oil prices rise to highest in a year on U.S. growth optimism, crude supply restraint<blockquote>由于美国增长乐观和原油供应受限，油价升至一年来的最高水平</blockquote>
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17:28","market":"us","language":"en","title":"5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175171654","media":"Barron's","summary":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than j","content":"<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计，或者说单股，小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他还为成长型投资者提供了其他选择，以及一只新的主动管理型 ETF：未来基金（股票代码：FFND），旨在利用他认为正在改变世界的 10 个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从事投资已有约 30 年的历史，于 1992 年在伯恩斯坦担任研究分析师。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>伯恩斯坦之后，布莱克转向买方，在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和伊耿等。在 Aegon 之后短暂休息后，Black 进入了主动管理 ETF 的世界。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他接受了《巴伦周刊》的采访，谈论了他的新基金、他的投资方式以及他投资的一些股票。接下来是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊：</b>我们可能必须从特斯拉 (TSLA) 开始。您如何估值特斯拉股票？</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色：</b>我认为全球[汽车销量]将在大约五年内达到何种水平，我认为电动汽车的采用——到 2025 年将达到 25%。这就是特斯拉的巨大投资争议：随着竞争对手进入市场，它能否保持其大约 25% 的电动汽车份额？如果可以的话，2025 年我的收入将达到 32 美元左右。即使我把它放在 50 倍上，考虑到预计平均年收入增长 55%，这个数字也相当低。我得到1600美元的价格。这相当于今天的 1100 美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是大争议吗？自动驾驶汽车呢？</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要再说特斯拉的估值相当于每股 1,000 美元是因为电动汽车业务。然后因为机器人出租车又赚了1000美元。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像 Waymo 这样的特斯拉机器人出租车不会成为一件事吗？</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你会有商用机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉领先，但竞争对手，尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>提供更昂贵的系统，包括视觉、激光雷达、雷达和高清测绘，使他们能够缩小差距。每个人最终都会到达那里——埃隆说过。特斯拉的功能仍将让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>你为什么要创办未来基金ETF？</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的 10 个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么？</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是：[1]24/7信息和娱乐，[2]社交网络，[3]移动性-在任何地方工作-[4]电子商务，[5]金融科技创新，[6]大数据和安全，[7]人们寿命更长，[8]生活方式改善，[9]自动化和[10]可持续性。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此，我们试图做的是寻找那些拥有大趋势作为推动力的公司。第一，我们寻求高增长，20%的收入增长。我们正在寻找未杠杆化的品牌，也就是说，在某个细分市场非常成功，并将其带入其他细分市场的品牌，或者在一个地区取得成功并能走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二，我们在寻找投资争议。我们正在寻找一个存在争议、投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是什么样的？</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去，我谈谈。我们与许多竞争对手交谈。当我还是分析师的时候，我经常做焦点小组。花 2000 美元，你可以让 10 个人挤在一个房间里，然后问他们为什么不喜欢Beyond Meat [BYND] 和不可能 [Foods]。我们通常可以找到给我回答争议的研究优势的信息。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合？</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们希望作品集具有高度的说服力，即不超过 40 个名字。前10名的名字约占投资组合的40%。所以这对我来说是一种崇高的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常强的买卖纪律。当我们将某样东西放入投资组合时，我们希望它至少有2:1的风险调整后的上行与下行。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉，你还喜欢什么？</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有Google[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>]，这正在改变世界。谷歌和特斯拉一样，都是大盘股。但是我们认为你管是24/7的信息和娱乐。YouTube被严重低估了。他们仍在将[搜索]货币化。它有15%到20%的良好收入增长。按预期市盈率的 22 倍计算，这对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>我们的另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a>[CMG]。它符合健康饮食、保持健康的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷玉米饼，这将在第三季度获得15%的同店销售优惠。这对我们来说是一只很棒的股票。不便宜。但它有高增长。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样？</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的有争议的名字之一是腾讯控股 [TCEHY]。它是世界上最大的互联网公司之一。拥有12亿微信用户。我们认为，中国监管方面的担忧被夸大了。腾讯控股目前的市盈率约为明年市盈率的 25 倍。我们预计至少在未来几年内收入可能会增长 20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将把它看涨期权为气候变化股票。因为气候变化正在发生，你有很多野火。你有很多不正常的天气模式。在今天的新家中，人们最常见的功能之一是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭电池存储会扰乱Generac的销售吗？</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac 系统起价 2,000 美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个？</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子，Snap是每个人都在使用的[应用程序]之一。ARPU（或每用户平均收入）为每年13美元，比一年前增长约30%。今年活跃用户将增长20%左右。你用抖音吗？</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是，18 至 25 岁的人群希望使用的其他东西会更好。抖音是Snap的颠覆者。但是我有这个年龄段的孩子，他们三个，他们都使用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的【成长】。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢，加里。</blockquote></p><p></p>","source":"lsy1610680873436","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 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</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 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>一位预测特斯拉将上涨至 1,000 美元的投资者的 5 个股票想法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-08 17:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计，或者说单股，小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他还为成长型投资者提供了其他选择，以及一只新的主动管理型 ETF：未来基金（股票代码：FFND），旨在利用他认为正在改变世界的 10 个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从事投资已有约 30 年的历史，于 1992 年在伯恩斯坦担任研究分析师。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>伯恩斯坦之后，布莱克转向买方，在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和伊耿等。在 Aegon 之后短暂休息后，Black 进入了主动管理 ETF 的世界。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他接受了《巴伦周刊》的采访，谈论了他的新基金、他的投资方式以及他投资的一些股票。接下来是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊：</b>我们可能必须从特斯拉 (TSLA) 开始。您如何估值特斯拉股票？</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色：</b>我认为全球[汽车销量]将在大约五年内达到何种水平，我认为电动汽车的采用——到 2025 年将达到 25%。这就是特斯拉的巨大投资争议：随着竞争对手进入市场，它能否保持其大约 25% 的电动汽车份额？如果可以的话，2025 年我的收入将达到 32 美元左右。即使我把它放在 50 倍上，考虑到预计平均年收入增长 55%，这个数字也相当低。我得到1600美元的价格。这相当于今天的 1100 美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是大争议吗？自动驾驶汽车呢？</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要再说特斯拉的估值相当于每股 1,000 美元是因为电动汽车业务。然后因为机器人出租车又赚了1000美元。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像 Waymo 这样的特斯拉机器人出租车不会成为一件事吗？</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你会有商用机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉领先，但竞争对手，尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>提供更昂贵的系统，包括视觉、激光雷达、雷达和高清测绘，使他们能够缩小差距。每个人最终都会到达那里——埃隆说过。特斯拉的功能仍将让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>你为什么要创办未来基金ETF？</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的 10 个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么？</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是：[1]24/7信息和娱乐，[2]社交网络，[3]移动性-在任何地方工作-[4]电子商务，[5]金融科技创新，[6]大数据和安全，[7]人们寿命更长，[8]生活方式改善，[9]自动化和[10]可持续性。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此，我们试图做的是寻找那些拥有大趋势作为推动力的公司。第一，我们寻求高增长，20%的收入增长。我们正在寻找未杠杆化的品牌，也就是说，在某个细分市场非常成功，并将其带入其他细分市场的品牌，或者在一个地区取得成功并能走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二，我们在寻找投资争议。我们正在寻找一个存在争议、投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是什么样的？</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去，我谈谈。我们与许多竞争对手交谈。当我还是分析师的时候，我经常做焦点小组。花 2000 美元，你可以让 10 个人挤在一个房间里，然后问他们为什么不喜欢Beyond Meat [BYND] 和不可能 [Foods]。我们通常可以找到给我回答争议的研究优势的信息。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合？</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们希望作品集具有高度的说服力，即不超过 40 个名字。前10名的名字约占投资组合的40%。所以这对我来说是一种崇高的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常强的买卖纪律。当我们将某样东西放入投资组合时，我们希望它至少有2:1的风险调整后的上行与下行。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉，你还喜欢什么？</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有Google[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>]，这正在改变世界。谷歌和特斯拉一样，都是大盘股。但是我们认为你管是24/7的信息和娱乐。YouTube被严重低估了。他们仍在将[搜索]货币化。它有15%到20%的良好收入增长。按预期市盈率的 22 倍计算，这对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>我们的另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥墨西哥烧烤</a>[CMG]。它符合健康饮食、保持健康的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷玉米饼，这将在第三季度获得15%的同店销售优惠。这对我们来说是一只很棒的股票。不便宜。但它有高增长。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样？</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的有争议的名字之一是腾讯控股 [TCEHY]。它是世界上最大的互联网公司之一。拥有12亿微信用户。我们认为，中国监管方面的担忧被夸大了。腾讯控股目前的市盈率约为明年市盈率的 25 倍。我们预计至少在未来几年内收入可能会增长 20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将把它看涨期权为气候变化股票。因为气候变化正在发生，你有很多野火。你有很多不正常的天气模式。在今天的新家中，人们最常见的功能之一是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭电池存储会扰乱Generac的销售吗？</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac 系统起价 2,000 美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个？</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子，Snap是每个人都在使用的[应用程序]之一。ARPU（或每用户平均收入）为每年13美元，比一年前增长约30%。今年活跃用户将增长20%左右。你用抖音吗？</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是，18 至 25 岁的人群希望使用的其他东西会更好。抖音是Snap的颠覆者。但是我有这个年龄段的孩子，他们三个，他们都使用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的【成长】。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢，加里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST\">Barron's</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":{"SNAP":"Snap Inc","TCEHY":"腾讯控股ADR","TSLA":"特斯拉","FFND":"One Global ETF","GNRC":"Generac控股"},"source_url":"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175171654","content_text":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a one-trick, or one-stock, pony.\nHe has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.\nThat fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.\nAfter Bernstein, Black moved to the buy-side with stints at Goldman Sachs Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.\nHe sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.\nBarron’s: We probably have to start with Tesla (TSLA). How do you value Tesla stock?\nBlack: I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.\nMarket share is the big controversy? What about self-driving cars?\nStop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.\nTesla robotaxis like Waymo won’t be a thing?\nI think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.\nTesla has a head start, but competitors, especially those from China, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.\nWhy did you start the Future Fund ETF?\nSecular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.\nWhat are they?\nThey are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.\nAnd so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.\nNo. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.\nWhat’s your research process like?\nWe go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.\nAnd how do you build your portfolio?\nWe want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.\nWe think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.\nWhat else do you like, besides Tesla?\nWe have Google [parent Alphabet ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.\nAnother name we have is Chipotle Mexican Grill [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.\nHow about a couple more?\nOne of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.\nGenerac [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.\nCan Generac sales be disrupted by battery storage in homes?\nBattery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.\nOne more?\nSnap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?\nNo.\nThe biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.\nThe monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].\nThanks, Gary.","news_type":1,"symbols_score_info":{"TSLA":0.9,"TCEHY":0.9,"SNAP":0.9,"GNRC":0.9,"FFND":0.9}},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125393712,"gmtCreate":1624647627836,"gmtModify":1633950101185,"author":{"id":"3555077406572366","authorId":"3555077406572366","name":"Tiltedguy","avatar":"https://static.tigerbbs.com/6297b71cc103811214fd585f61f3a8f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555077406572366","idStr":"3555077406572366"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125393712","repostId":"2145508543","repostType":2,"repost":{"id":"2145508543","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1624258236,"share":"https://www.laohunote.com/m/news/2145508543?lang=zh_CN&edition=full","pubTime":"2021-06-21 14:50","market":"us","language":"en","title":"Air Liquide, Airbus, ADP Sign MoU On Hydrogen In Airports<blockquote>液化空气集团、空客和 ADP 签署机场氢气谅解备忘录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2145508543","media":"T-Reuters","summary":"L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGE :Air Liquide, Airbu","content":"<p><html><body>L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGE <adp.pa>:Air Liquide, Airbus And Groupe Adp Partner To Prepare Paris Airports For The Hydrogen Era.Air Liquide, Airbus And Groupe Adp Have Signed Mou To Prepare For <a href=\"https://laohu8.com/S/ARVL\">Arrival</a> Of Hydrogen In Airports By 2035.Further Company Coverage: Airp.Paair.Paadp.Pa. (Gdansk Newsroom). ((Gdansk.Newsroom@Thomsonreuters.Com; +48 58 778 51 10;)).</adp.pa></p><p><blockquote><html><body>液化空气公司（AIR LIQUIDE SOCIETE ANONYME），用于研究和运营工艺乔治<adp.pa>液化空气集团、空中客车公司和 Adp 集团合作，让巴黎机场为氢时代做好准备。液化空气集团、空客和 Adp 集团签署谅解备忘录，为<a href=\"https://laohu8.com/S/ARVL\">到来</a>到 2035 年机场氢气使用量。更多公司报道：Airp.Paair.Paadp.Pa。（格但斯克新闻编辑室）。（Gdansk.Newsroom@Thomsonreuters.Com；+48 58 778 51 10；））。</adp.pa></body></html></blockquote></p><p></body></html></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>Air Liquide, Airbus, ADP Sign MoU On Hydrogen In Airports<blockquote>液化空气集团、空客和 ADP 签署机场氢气谅解备忘录</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAir Liquide, Airbus, ADP Sign MoU On Hydrogen In Airports<blockquote>液化空气集团、空客和 ADP 签署机场氢气谅解备忘录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time smaller\">2021-06-21 14:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGE <adp.pa>:Air Liquide, Airbus And Groupe Adp Partner To Prepare Paris Airports For The Hydrogen Era.Air Liquide, Airbus And Groupe Adp Have Signed Mou To Prepare For <a href=\"https://laohu8.com/S/ARVL\">Arrival</a> Of Hydrogen In Airports By 2035.Further Company Coverage: Airp.Paair.Paadp.Pa. (Gdansk Newsroom). ((Gdansk.Newsroom@Thomsonreuters.Com; +48 58 778 51 10;)).</adp.pa></p><p><blockquote><html><body>液化空气公司（AIR LIQUIDE SOCIETE ANONYME），用于研究和运营工艺乔治<adp.pa>液化空气集团、空中客车公司和 Adp 集团合作，让巴黎机场为氢时代做好准备。液化空气集团、空客和 Adp 集团签署谅解备忘录，为<a href=\"https://laohu8.com/S/ARVL\">到来</a>到 2035 年机场氢气使用量。更多公司报道：Airp.Paair.Paadp.Pa。（格但斯克新闻编辑室）。（Gdansk.Newsroom@Thomsonreuters.Com；+48 58 778 51 10；））。</adp.pa></body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AIRI":"Air Industries Group","AI":"C3.ai, Inc."},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145508543","content_text":"L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGE :Air Liquide, Airbus And Groupe Adp Partner To Prepare Paris Airports For The Hydrogen Era.Air Liquide, Airbus And Groupe Adp Have Signed Mou To Prepare For Arrival Of Hydrogen In Airports By 2035.Further Company Coverage: Airp.Paair.Paadp.Pa. (Gdansk Newsroom). ((Gdansk.Newsroom@Thomsonreuters.Com; +48 58 778 51 10;)).","news_type":1,"symbols_score_info":{"AIRI":1,"HYDG.UK":1,"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181483625,"gmtCreate":1623406741967,"gmtModify":1634033667014,"author":{"id":"3555077406572366","authorId":"3555077406572366","name":"Tiltedguy","avatar":"https://static.tigerbbs.com/6297b71cc103811214fd585f61f3a8f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555077406572366","idStr":"3555077406572366"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181483625","repostId":"2142721782","repostType":4,"isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181490536,"gmtCreate":1623405266125,"gmtModify":1634033684508,"author":{"id":"3555077406572366","authorId":"3555077406572366","name":"Tiltedguy","avatar":"https://static.tigerbbs.com/6297b71cc103811214fd585f61f3a8f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555077406572366","idStr":"3555077406572366"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181490536","repostId":"2142228082","repostType":4,"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181406861,"gmtCreate":1623404915053,"gmtModify":1634033687782,"author":{"id":"3555077406572366","authorId":"3555077406572366","name":"Tiltedguy","avatar":"https://static.tigerbbs.com/6297b71cc103811214fd585f61f3a8f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555077406572366","idStr":"3555077406572366"},"themes":[],"title":"","htmlText":"🙁","listText":"🙁","text":"🙁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181406861","repostId":"1114956060","repostType":4,"repost":{"id":"1114956060","kind":"news","pubTimestamp":1623403683,"share":"https://www.laohunote.com/m/news/1114956060?lang=zh_CN&edition=full","pubTime":"2021-06-11 17:28","market":"us","language":"en","title":"Inflation Rate Climb Adds Impetus to Fed Policy Shift<blockquote>通胀率攀升推动美联储政策转变</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114956060","media":"The Wall Street Journal","summary":"Central bankers are set to begin talking about easing bond purchases as soaring prices test patience","content":"<p>  Central bankers are set to begin talking about easing bond purchases as soaring prices test patience.  WASHINGTON—The recent inflation surge gives Federal Reserve officials further reason to begin discussing an eventual wind-down of their pandemic-driven easy-money policies at their meeting next week.</p><p><blockquote>随着价格飙升考验人们的耐心，央行行长们将开始讨论放松债券购买。华盛顿——最近的通胀飙升让美联储官员有更多理由在下周的会议上开始讨论最终逐步缩减疫情驱动的宽松货币政策。</blockquote></p><p> A growing number of economists are becoming concerned that the Fed could fall behind the curve on inflation as it seeks to aid the labor market’s recovery. If that happened, the central bank would have to tighten policy more abruptly than economists and market participants currently anticipate, dealing a potential blow to the economy and fueling market volatility.</p><p><blockquote>越来越多的经济学家开始担心，美联储在寻求帮助劳动力市场复苏的过程中可能会落后于通胀曲线。如果发生这种情况，央行将不得不比经济学家和市场参与者目前预期的更突然地收紧政策，这可能会对经济造成潜在打击，并加剧市场波动。</blockquote></p><p> “The intensity of the current inflation and the current bottlenecks in supply chains and labor markets is greater than I had anticipated,” said former Fed Vice Chairman Donald Kohn, adding that he still shares the central bank’s belief that the inflation pickup is temporary. “But it also could be that the underlying demand-supply balance will not correct as readily or as comfortably as the Fed and I had expected earlier. It’s got my inflation antenna quivering.”</p><p><blockquote>“前美联储副主席唐纳德-科恩（Donald Kohn）说：”当前通胀的强度以及供应链和劳动力市场目前的瓶颈超出了我的预期，并补充说，他仍然同意央行的观点，即通胀回升是暂时的。“但也有可能是，潜在的供需平衡不会像美联储和我早些时候预期的那样容易或舒适地纠正。这让我的通胀天线颤抖”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49af371440294f4e99311c66545c2930\" tg-width=\"333\" tg-height=\"417\">The first step in what is expected to be a gradual process of scaling back easy money would be to slow Fed purchases of mortgage and government bonds, something Fed Chairman Jerome Powell has said he’s not in a hurry to do.</p><p><blockquote>美联储主席杰罗姆-鲍威尔（Jerome Powell）表示，在逐步缩减宽松货币规模的过程中，第一步将是放缓美联储购买抵押贷款和政府债券的速度。</blockquote></p><p> Consumerprices rose 5% in Mayfrom a year earlier, the Labor Department said Thursday. So-called core prices, which exclude volatile food and energy components, rose 3.8%, the largest annual jump since 1992. That followed strong price increases in April as well. The Fed seeks 2% inflation over the medium term, though it uses a different index as a gauge.</p><p><blockquote>美国劳工部周四表示，5月份消费者价格同比上涨5%。不包括波动较大的食品和能源成分的所谓核心价格上涨3.8%，为1992年以来的最大年度涨幅。在此之前，四月份价格也大幅上涨。美联储寻求中期内2%的通胀率，尽管它使用不同的指数作为衡量标准。</blockquote></p><p> Central bankers note that the recent increase in inflation has been powered by an unusual combination of supply bottlenecks and pent-up demand from consumers emerging from their homes—pressures that should ease on their own later this year.</p><p><blockquote>央行行长们指出，最近通胀的上升是由供应瓶颈和消费者从家中涌出的被压抑的需求的不寻常组合推动的——这些压力应该会在今年晚些时候自行缓解。</blockquote></p><p> But Thursday’s data raise the stakes for the Fed as it begins to weigh pulling back on stimulative policies rolled out early in the pandemic.</p><p><blockquote>但周四的数据增加了美联储的风险，因为美联储开始权衡撤回在大流行病初期推出的刺激政策。</blockquote></p><p> Since last year, the Fed has held its key overnight interest rate near zero and has been buying at least $120 billion a month of Treasury and mortgage bonds. Its goal is to fuel the economy’s recovery by providing cheap credit.</p><p><blockquote>自去年以来，美联储一直将其关键隔夜利率维持在接近于零的水平，并每月购买至少1200亿美元的国债和抵押贷款债券。其目标是通过提供廉价信贷来推动经济复苏。</blockquote></p><p> Economists say the easy money is likely exacerbating some of the imbalances that are pushing up prices, since it fuels demand without directly boosting the supply of workers, cars or airplane tickets. A key risk is that price increases become large or persistent enough that consumers and businesses begin to expect and accept higher inflation. If that happens, the Fed would likely have to raise interest rates more than it currently anticipates to bring down those expectations.</p><p><blockquote>经济学家表示，宽松货币可能会加剧一些推高物价的失衡，因为它刺激了需求，但没有直接增加工人、汽车或机票的供应。一个关键风险是价格上涨变得足够大或持续，以至于消费者和企业开始预期并接受更高的通胀。如果发生这种情况，美联储可能不得不加息超过目前预期的幅度，以降低这些预期。</blockquote></p><p> For decades, the Fed relied on forecasts of inflation to guide its monetary policy, knowing that interest-rate increases or cuts can take months or years to filter through the economy. If the forecasts showed excessive inflation looming, the Fed tightened policy to prevent inflation from rising that much.</p><p><blockquote>几十年来，美联储一直依靠通胀预测来指导其货币政策，因为他们知道加息或降息可能需要数月或数年的时间才能渗透到经济中。如果预测显示过度通胀迫在眉睫，美联储就会收紧政策以防止通胀上升那么多。</blockquote></p><p> But last August, after more than a decade of below-target inflation, the Fed scrapped that strategy for one that prioritizes a strong labor market. Under the new strategy, if the economy is below full employment, the Fed will wait until it sees evidence of persistently above-target inflation before tightening policy.</p><p><blockquote>但去年八月，在通胀低于目标十多年后，美联储放弃了这一战略，转而优先考虑强劲劳动力市场。根据新策略，如果经济低于充分就业，美联储将等到看到通胀持续高于目标的证据后再收紧政策。</blockquote></p><p> Fed officials have said since December that they won’t raise interest rates until the labor market has returned to maximum employment and inflation has risen to 2% and is on track to rise moderately higher for some time.</p><p><blockquote>美联储官员自 12 月以来一直表示，在劳动力市场恢复到最大就业水平、通胀率升至 2% 并有望在一段时间内温和上升之前，他们不会加息。</blockquote></p><p> They haven’t said how high they would be comfortable letting inflation go or for how long, but the sheer size of the recent price increases suggests it is on track to meet or exceed the Fed’s target sooner than was expected just a few months ago.</p><p><blockquote>他们还没有说他们愿意让通胀率降到多高或多长时间，但最近物价上涨的幅度表明，通胀率有望比几个月前的预期更快地达到或超过美联储的目标。</blockquote></p><p> Central bankers have warned in recent remarks that they would act sooner if inflation becomes a problem.</p><p><blockquote>各国央行行长在最近的讲话中警告称，如果通胀成为一个问题，他们将更快采取行动。</blockquote></p><p> Julia Coronado, a former Fed economist and president of MacroPolicy Perspectives LLC, said she doesn’t think recent inflation data call for the Fed to change course.</p><p><blockquote>前美联储经济学家、MacroPolicy Perspectives LLC 总裁 Julia Coronado 表示，她认为最近的通胀数据不会成为美联储改变方向的看涨期权。</blockquote></p><p> “These price pressures are very narrowly focused on things that seem like they will be obviously transitory,” Ms. Coronado said. “Think about this: We are at the most intense moment. It will not get more intense than this. We are reopening. We are blasting stimulus into the economy with a fire hose. We’ve got monetary policy at maximum stimulation.”</p><p><blockquote>“科罗纳多女士说：”这些价格压力非常狭隘地集中在那些看起来明显是暂时的事情上。“想想看：我们正处于最激烈的时刻。不会比这更激烈了。我们正在重新开放。我们正在用消防水管向经济注入刺激措施。我们的货币政策已达到最大程度。”</blockquote></p><p> Mark Carney, a veteran central banker who led the Bank of England from 2013 to 2020 and the Bank of Canada from 2008 to 2013, said he sees growing evidence that the tightness in the U.S. labor market and related price pressures could extend beyond the short term.</p><p><blockquote>曾于2013年至2020年领导英国央行、2008年至2013年领导加拿大央行的资深央行行长马克·卡尼表示，他看到越来越多的证据表明，美国劳动力市场的紧张和相关的价格压力可能会超出短期。</blockquote></p><p></p><p> “The prospect of inflation being above target for longer than the makeup of the past undershoot—I think the balance of risks is headed in that direction at this stage,” Mr. Carney said in a Brookings Institution event Monday.</p><p><blockquote>“卡尼先生周一在布鲁金斯学会（Brookings Institution）的一次活动中表示：”通胀率高于目标的时间比过去低于预期的时间还要长--我认为现阶段风险平衡正朝着这个方向发展。</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>Inflation Rate Climb Adds Impetus to Fed Policy Shift<blockquote>通胀率攀升推动美联储政策转变</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\">\nInflation Rate Climb Adds Impetus to Fed Policy Shift<blockquote>通胀率攀升推动美联储政策转变</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-06-11 17:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Central bankers are set to begin talking about easing bond purchases as soaring prices test patience.  WASHINGTON—The recent inflation surge gives Federal Reserve officials further reason to begin discussing an eventual wind-down of their pandemic-driven easy-money policies at their meeting next week.</p><p><blockquote>随着价格飙升考验人们的耐心，央行行长们将开始讨论放松债券购买。华盛顿——最近的通胀飙升让美联储官员有更多理由在下周的会议上开始讨论最终逐步缩减疫情驱动的宽松货币政策。</blockquote></p><p> A growing number of economists are becoming concerned that the Fed could fall behind the curve on inflation as it seeks to aid the labor market’s recovery. If that happened, the central bank would have to tighten policy more abruptly than economists and market participants currently anticipate, dealing a potential blow to the economy and fueling market volatility.</p><p><blockquote>越来越多的经济学家开始担心，美联储在寻求帮助劳动力市场复苏的过程中可能会落后于通胀曲线。如果发生这种情况，央行将不得不比经济学家和市场参与者目前预期的更突然地收紧政策，这可能会对经济造成潜在打击，并加剧市场波动。</blockquote></p><p> “The intensity of the current inflation and the current bottlenecks in supply chains and labor markets is greater than I had anticipated,” said former Fed Vice Chairman Donald Kohn, adding that he still shares the central bank’s belief that the inflation pickup is temporary. “But it also could be that the underlying demand-supply balance will not correct as readily or as comfortably as the Fed and I had expected earlier. It’s got my inflation antenna quivering.”</p><p><blockquote>“前美联储副主席唐纳德-科恩（Donald Kohn）说：”当前通胀的强度以及供应链和劳动力市场目前的瓶颈超出了我的预期，并补充说，他仍然同意央行的观点，即通胀回升是暂时的。“但也有可能是，潜在的供需平衡不会像美联储和我早些时候预期的那样容易或舒适地纠正。这让我的通胀天线颤抖”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/49af371440294f4e99311c66545c2930\" tg-width=\"333\" tg-height=\"417\">The first step in what is expected to be a gradual process of scaling back easy money would be to slow Fed purchases of mortgage and government bonds, something Fed Chairman Jerome Powell has said he’s not in a hurry to do.</p><p><blockquote>美联储主席杰罗姆-鲍威尔（Jerome Powell）表示，在逐步缩减宽松货币规模的过程中，第一步将是放缓美联储购买抵押贷款和政府债券的速度。</blockquote></p><p> Consumerprices rose 5% in Mayfrom a year earlier, the Labor Department said Thursday. So-called core prices, which exclude volatile food and energy components, rose 3.8%, the largest annual jump since 1992. That followed strong price increases in April as well. The Fed seeks 2% inflation over the medium term, though it uses a different index as a gauge.</p><p><blockquote>美国劳工部周四表示，5月份消费者价格同比上涨5%。不包括波动较大的食品和能源成分的所谓核心价格上涨3.8%，为1992年以来的最大年度涨幅。在此之前，四月份价格也大幅上涨。美联储寻求中期内2%的通胀率，尽管它使用不同的指数作为衡量标准。</blockquote></p><p> Central bankers note that the recent increase in inflation has been powered by an unusual combination of supply bottlenecks and pent-up demand from consumers emerging from their homes—pressures that should ease on their own later this year.</p><p><blockquote>央行行长们指出，最近通胀的上升是由供应瓶颈和消费者从家中涌出的被压抑的需求的不寻常组合推动的——这些压力应该会在今年晚些时候自行缓解。</blockquote></p><p> But Thursday’s data raise the stakes for the Fed as it begins to weigh pulling back on stimulative policies rolled out early in the pandemic.</p><p><blockquote>但周四的数据增加了美联储的风险，因为美联储开始权衡撤回在大流行病初期推出的刺激政策。</blockquote></p><p> Since last year, the Fed has held its key overnight interest rate near zero and has been buying at least $120 billion a month of Treasury and mortgage bonds. Its goal is to fuel the economy’s recovery by providing cheap credit.</p><p><blockquote>自去年以来，美联储一直将其关键隔夜利率维持在接近于零的水平，并每月购买至少1200亿美元的国债和抵押贷款债券。其目标是通过提供廉价信贷来推动经济复苏。</blockquote></p><p> Economists say the easy money is likely exacerbating some of the imbalances that are pushing up prices, since it fuels demand without directly boosting the supply of workers, cars or airplane tickets. A key risk is that price increases become large or persistent enough that consumers and businesses begin to expect and accept higher inflation. If that happens, the Fed would likely have to raise interest rates more than it currently anticipates to bring down those expectations.</p><p><blockquote>经济学家表示，宽松货币可能会加剧一些推高物价的失衡，因为它刺激了需求，但没有直接增加工人、汽车或机票的供应。一个关键风险是价格上涨变得足够大或持续，以至于消费者和企业开始预期并接受更高的通胀。如果发生这种情况，美联储可能不得不加息超过目前预期的幅度，以降低这些预期。</blockquote></p><p> For decades, the Fed relied on forecasts of inflation to guide its monetary policy, knowing that interest-rate increases or cuts can take months or years to filter through the economy. If the forecasts showed excessive inflation looming, the Fed tightened policy to prevent inflation from rising that much.</p><p><blockquote>几十年来，美联储一直依靠通胀预测来指导其货币政策，因为他们知道加息或降息可能需要数月或数年的时间才能渗透到经济中。如果预测显示过度通胀迫在眉睫，美联储就会收紧政策以防止通胀上升那么多。</blockquote></p><p> But last August, after more than a decade of below-target inflation, the Fed scrapped that strategy for one that prioritizes a strong labor market. Under the new strategy, if the economy is below full employment, the Fed will wait until it sees evidence of persistently above-target inflation before tightening policy.</p><p><blockquote>但去年八月，在通胀低于目标十多年后，美联储放弃了这一战略，转而优先考虑强劲劳动力市场。根据新策略，如果经济低于充分就业，美联储将等到看到通胀持续高于目标的证据后再收紧政策。</blockquote></p><p> Fed officials have said since December that they won’t raise interest rates until the labor market has returned to maximum employment and inflation has risen to 2% and is on track to rise moderately higher for some time.</p><p><blockquote>美联储官员自 12 月以来一直表示，在劳动力市场恢复到最大就业水平、通胀率升至 2% 并有望在一段时间内温和上升之前，他们不会加息。</blockquote></p><p> They haven’t said how high they would be comfortable letting inflation go or for how long, but the sheer size of the recent price increases suggests it is on track to meet or exceed the Fed’s target sooner than was expected just a few months ago.</p><p><blockquote>他们还没有说他们愿意让通胀率降到多高或多长时间，但最近物价上涨的幅度表明，通胀率有望比几个月前的预期更快地达到或超过美联储的目标。</blockquote></p><p> Central bankers have warned in recent remarks that they would act sooner if inflation becomes a problem.</p><p><blockquote>各国央行行长在最近的讲话中警告称，如果通胀成为一个问题，他们将更快采取行动。</blockquote></p><p> Julia Coronado, a former Fed economist and president of MacroPolicy Perspectives LLC, said she doesn’t think recent inflation data call for the Fed to change course.</p><p><blockquote>前美联储经济学家、MacroPolicy Perspectives LLC 总裁 Julia Coronado 表示，她认为最近的通胀数据不会成为美联储改变方向的看涨期权。</blockquote></p><p> “These price pressures are very narrowly focused on things that seem like they will be obviously transitory,” Ms. Coronado said. “Think about this: We are at the most intense moment. It will not get more intense than this. We are reopening. We are blasting stimulus into the economy with a fire hose. We’ve got monetary policy at maximum stimulation.”</p><p><blockquote>“科罗纳多女士说：”这些价格压力非常狭隘地集中在那些看起来明显是暂时的事情上。“想想看：我们正处于最激烈的时刻。不会比这更激烈了。我们正在重新开放。我们正在用消防水管向经济注入刺激措施。我们的货币政策已达到最大程度。”</blockquote></p><p> Mark Carney, a veteran central banker who led the Bank of England from 2013 to 2020 and the Bank of Canada from 2008 to 2013, said he sees growing evidence that the tightness in the U.S. labor market and related price pressures could extend beyond the short term.</p><p><blockquote>曾于2013年至2020年领导英国央行、2008年至2013年领导加拿大央行的资深央行行长马克·卡尼表示，他看到越来越多的证据表明，美国劳动力市场的紧张和相关的价格压力可能会超出短期。</blockquote></p><p></p><p> “The prospect of inflation being above target for longer than the makeup of the past undershoot—I think the balance of risks is headed in that direction at this stage,” Mr. Carney said in a Brookings Institution event Monday.</p><p><blockquote>“卡尼先生周一在布鲁金斯学会（Brookings Institution）的一次活动中表示：”通胀率高于目标的时间比过去低于预期的时间还要长--我认为现阶段风险平衡正朝着这个方向发展。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/inflation-rate-climb-adds-impetus-to-fed-policy-shift-11623341429?mod=markets_lead_pos1\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/inflation-rate-climb-adds-impetus-to-fed-policy-shift-11623341429?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114956060","content_text":"Central bankers are set to begin talking about easing bond purchases as soaring prices test patience.\n\nWASHINGTON—The recent inflation surge gives Federal Reserve officials further reason to begin discussing an eventual wind-down of their pandemic-driven easy-money policies at their meeting next week.\nA growing number of economists are becoming concerned that the Fed could fall behind the curve on inflation as it seeks to aid the labor market’s recovery. If that happened, the central bank would have to tighten policy more abruptly than economists and market participants currently anticipate, dealing a potential blow to the economy and fueling market volatility.\n“The intensity of the current inflation and the current bottlenecks in supply chains and labor markets is greater than I had anticipated,” said former Fed Vice Chairman Donald Kohn, adding that he still shares the central bank’s belief that the inflation pickup is temporary. “But it also could be that the underlying demand-supply balance will not correct as readily or as comfortably as the Fed and I had expected earlier. It’s got my inflation antenna quivering.”\nThe first step in what is expected to be a gradual process of scaling back easy money would be to slow Fed purchases of mortgage and government bonds, something Fed Chairman Jerome Powell has said he’s not in a hurry to do.\nConsumerprices rose 5% in Mayfrom a year earlier, the Labor Department said Thursday. So-called core prices, which exclude volatile food and energy components, rose 3.8%, the largest annual jump since 1992. That followed strong price increases in April as well. The Fed seeks 2% inflation over the medium term, though it uses a different index as a gauge.\nCentral bankers note that the recent increase in inflation has been powered by an unusual combination of supply bottlenecks and pent-up demand from consumers emerging from their homes—pressures that should ease on their own later this year.\nBut Thursday’s data raise the stakes for the Fed as it begins to weigh pulling back on stimulative policies rolled out early in the pandemic.\nSince last year, the Fed has held its key overnight interest rate near zero and has been buying at least $120 billion a month of Treasury and mortgage bonds. Its goal is to fuel the economy’s recovery by providing cheap credit.\nEconomists say the easy money is likely exacerbating some of the imbalances that are pushing up prices, since it fuels demand without directly boosting the supply of workers, cars or airplane tickets. A key risk is that price increases become large or persistent enough that consumers and businesses begin to expect and accept higher inflation. If that happens, the Fed would likely have to raise interest rates more than it currently anticipates to bring down those expectations.\nFor decades, the Fed relied on forecasts of inflation to guide its monetary policy, knowing that interest-rate increases or cuts can take months or years to filter through the economy. If the forecasts showed excessive inflation looming, the Fed tightened policy to prevent inflation from rising that much.\nBut last August, after more than a decade of below-target inflation, the Fed scrapped that strategy for one that prioritizes a strong labor market. Under the new strategy, if the economy is below full employment, the Fed will wait until it sees evidence of persistently above-target inflation before tightening policy.\nFed officials have said since December that they won’t raise interest rates until the labor market has returned to maximum employment and inflation has risen to 2% and is on track to rise moderately higher for some time.\nThey haven’t said how high they would be comfortable letting inflation go or for how long, but the sheer size of the recent price increases suggests it is on track to meet or exceed the Fed’s target sooner than was expected just a few months ago.\nCentral bankers have warned in recent remarks that they would act sooner if inflation becomes a problem.\nJulia Coronado, a former Fed economist and president of MacroPolicy Perspectives LLC, said she doesn’t think recent inflation data call for the Fed to change course.\n“These price pressures are very narrowly focused on things that seem like they will be obviously transitory,” Ms. Coronado said. “Think about this: We are at the most intense moment. It will not get more intense than this. We are reopening. We are blasting stimulus into the economy with a fire hose. We’ve got monetary policy at maximum stimulation.”\nMark Carney, a veteran central banker who led the Bank of England from 2013 to 2020 and the Bank of Canada from 2008 to 2013, said he sees growing evidence that the tightness in the U.S. labor market and related price pressures could extend beyond the short term.\n“The prospect of inflation being above target for longer than the makeup of the past undershoot—I think the balance of risks is headed in that direction at this stage,” Mr. Carney said in a Brookings Institution event Monday.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380914669,"gmtCreate":1612503198351,"gmtModify":1703762795378,"author":{"id":"3555077406572366","authorId":"3555077406572366","name":"Tiltedguy","avatar":"https://static.tigerbbs.com/6297b71cc103811214fd585f61f3a8f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555077406572366","idStr":"3555077406572366"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380914669","repostId":"1189425388","repostType":4,"repost":{"id":"1189425388","kind":"news","pubTimestamp":1612501510,"share":"https://www.laohunote.com/m/news/1189425388?lang=zh_CN&edition=full","pubTime":"2021-02-05 13:05","market":"fut","language":"en","title":"Oil prices rise to highest in a year on U.S. growth optimism, crude supply restraint<blockquote>由于美国增长乐观和原油供应受限，油价升至一年来的最高水平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189425388","media":"reuters","summary":"Singapore (Reuters) - Oil prices climbed on Friday to their highest levels in a year, extending a ru","content":"<p>Singapore (Reuters) - Oil prices climbed on Friday to their highest levels in a year, extending a run of strong gains on signs of economic growth in the United States and a continued commitment by producers to hold back crude supply.</p><p><blockquote>新加坡（路透社） - 油价周五攀升至一年来的最高水平，延续了美国经济增长迹象以及生产商继续承诺抑制原油供应的强劲涨势。</blockquote></p><p> “Rising confidence in an upturn in economic and oil demand recovery around the corner is a major impetus for crude,” said Vandana Hari, energy analyst at Vanda Insights.</p><p><blockquote>“Vanda Insights 能源分析师 Vandana Hari 说：”人们对经济好转和石油需求复苏即将到来的信心不断增强，这是原油价格的主要推动力。</blockquote></p><p> “Right now, the concurrent tightening of supply due to the additional Saudi cuts is adding to the tailwinds,” Hari said. “Brent may be well on its way to the $60 milestone.”</p><p><blockquote>“哈里说：”目前，沙特进一步减产导致供应紧张，这增加了有利条件。“布伦特原油价格可能正在迈向 60 美元的里程碑”。</blockquote></p><p> Brent crude futures climbed 40 cents, or 0.7%, to $59.24 a barrel by 0428 GMT, after hitting a high of $59.41, its highest since Feb. 20 last year. Brent is on track to rise 6% this week.</p><p><blockquote>截至格林尼治标准时间 0428，布伦特原油期货价格上涨 40 美分，即 0.7%，至每桶 59.24 美元，此前曾触及 59.41 美元的高点，为去年 2 月 20 日以来的最高水平。布伦特原油本周有望上涨 6%。</blockquote></p><p> U.S. West Texas Intermediate (WTI) crude futures jumped 42 cents, or 0.8%, to $56.65 a barrel, after touching a high of $56.84, its top since Jan. 22 last year. The benchmark contract is on track for a weekly gain of nearly 9%, which would be its biggest weekly gain since October.</p><p><blockquote>美国西德克萨斯中质原油 (WTI) 期货上涨 42 美分，即 0.8%，至每桶 56.65 美元，此前曾触及去年 1 月 22 日以来的高点 56.84 美元。基准合约有望实现近 9% 的周涨幅，这将是自 10 月份以来的最大周涨幅。</blockquote></p><p> In a sign of tightening crude oil supplies, the six-month backwardation in Brent and WTI futures - when the price for prompt delivery is higher than the price for future delivery - jumped to 13-month highs for both contracts at $2.41 and $2.30 a barrel, respectively.</p><p><blockquote>作为原油供应收紧的迹象，布伦特原油和 WTI 期货的六个月现货溢价（即时交割价格高于期货交割价格）跃升至 13 个月高点，分别为每桶 2.41 美元和 2.30 美元。</blockquote></p><p> Markets were encouraged by stronger-than-expected orders for U.S. goods in December, pointing to strength in manufacturing, and hopes for swift approval by lawmakers of President Joe Biden’s proposed $1.9 trillion coronavirus aid plan.</p><p><blockquote>12 月份美国商品订单强于预期，表明制造业走强，并希望立法者能迅速批准乔-拜登总统提出的 1.9 万亿美元冠状病毒援助计划，这对市场来说是一个鼓舞。</blockquote></p><p> “OPEC+ discipline has been a real positive,” said Michael McCarthy, chief market strategist at CMC Markets, referring to the Organization of the Petroleum Exporting Countries and allies led by Russia. The alliance this week reaffirmed its support for deep supply cuts which have helped to bring down swollen global crude stockpiles.</p><p><blockquote>“欧佩克+的纪律是一个真正的积极因素，”CMC Markets 首席市场策略师迈克尔-麦卡锡（Michael McCarthy）说，他指的是以俄罗斯为首的石油输出国组织和盟国。该联盟本周重申支持大幅削减供应，这有助于减少膨胀的全球原油库存。</blockquote></p><p> “And then when we have signs of better economic growth, then it’s up and away (for prices),” said McCarthy.</p><p><blockquote>“麦卡锡说：”然后，当我们有更好的经济增长迹象时，（价格）就会上涨。</blockquote></p><p> Chinese demand for crude oil is also helping support the market, as shown by industry tracking that reports two tankers of North Sea crude oil heading to China for March 22 and March 24, said Axi global market strategist Stephen Innes.</p><p><blockquote>Axi 全球市场策略师斯蒂芬·英尼斯 (Stephen Innes) 表示，中国对原油的需求也有助于支撑市场，行业跟踪报告称，两艘北海原油油轮将于 3 月 22 日和 3 月 24 日前往中国。</blockquote></p><p> “When demand drives commodity prices, it has a more bullish impact and leaves a more lasting reflection on price action,” Innes said in a note.</p><p><blockquote>“英尼斯在一份报告中说：”当需求推动大宗商品价格时，它会产生更看涨的影响，并对价格走势产生更持久的影响。</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>Oil prices rise to highest in a year on U.S. growth optimism, crude supply restraint<blockquote>由于美国增长乐观和原油供应受限，油价升至一年来的最高水平</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil prices rise to highest in a year on U.S. growth optimism, crude supply restraint<blockquote>由于美国增长乐观和原油供应受限，油价升至一年来的最高水平</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-02-05 13:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Singapore (Reuters) - Oil prices climbed on Friday to their highest levels in a year, extending a run of strong gains on signs of economic growth in the United States and a continued commitment by producers to hold back crude supply.</p><p><blockquote>新加坡（路透社） - 油价周五攀升至一年来的最高水平，延续了美国经济增长迹象以及生产商继续承诺抑制原油供应的强劲涨势。</blockquote></p><p> “Rising confidence in an upturn in economic and oil demand recovery around the corner is a major impetus for crude,” said Vandana Hari, energy analyst at Vanda Insights.</p><p><blockquote>“Vanda Insights 能源分析师 Vandana Hari 说：”人们对经济好转和石油需求复苏即将到来的信心不断增强，这是原油价格的主要推动力。</blockquote></p><p> “Right now, the concurrent tightening of supply due to the additional Saudi cuts is adding to the tailwinds,” Hari said. “Brent may be well on its way to the $60 milestone.”</p><p><blockquote>“哈里说：”目前，沙特进一步减产导致供应紧张，这增加了有利条件。“布伦特原油价格可能正在迈向 60 美元的里程碑”。</blockquote></p><p> Brent crude futures climbed 40 cents, or 0.7%, to $59.24 a barrel by 0428 GMT, after hitting a high of $59.41, its highest since Feb. 20 last year. Brent is on track to rise 6% this week.</p><p><blockquote>截至格林尼治标准时间 0428，布伦特原油期货价格上涨 40 美分，即 0.7%，至每桶 59.24 美元，此前曾触及 59.41 美元的高点，为去年 2 月 20 日以来的最高水平。布伦特原油本周有望上涨 6%。</blockquote></p><p> U.S. West Texas Intermediate (WTI) crude futures jumped 42 cents, or 0.8%, to $56.65 a barrel, after touching a high of $56.84, its top since Jan. 22 last year. The benchmark contract is on track for a weekly gain of nearly 9%, which would be its biggest weekly gain since October.</p><p><blockquote>美国西德克萨斯中质原油 (WTI) 期货上涨 42 美分，即 0.8%，至每桶 56.65 美元，此前曾触及去年 1 月 22 日以来的高点 56.84 美元。基准合约有望实现近 9% 的周涨幅，这将是自 10 月份以来的最大周涨幅。</blockquote></p><p> In a sign of tightening crude oil supplies, the six-month backwardation in Brent and WTI futures - when the price for prompt delivery is higher than the price for future delivery - jumped to 13-month highs for both contracts at $2.41 and $2.30 a barrel, respectively.</p><p><blockquote>作为原油供应收紧的迹象，布伦特原油和 WTI 期货的六个月现货溢价（即时交割价格高于期货交割价格）跃升至 13 个月高点，分别为每桶 2.41 美元和 2.30 美元。</blockquote></p><p> Markets were encouraged by stronger-than-expected orders for U.S. goods in December, pointing to strength in manufacturing, and hopes for swift approval by lawmakers of President Joe Biden’s proposed $1.9 trillion coronavirus aid plan.</p><p><blockquote>12 月份美国商品订单强于预期，表明制造业走强，并希望立法者能迅速批准乔-拜登总统提出的 1.9 万亿美元冠状病毒援助计划，这对市场来说是一个鼓舞。</blockquote></p><p> “OPEC+ discipline has been a real positive,” said Michael McCarthy, chief market strategist at CMC Markets, referring to the Organization of the Petroleum Exporting Countries and allies led by Russia. The alliance this week reaffirmed its support for deep supply cuts which have helped to bring down swollen global crude stockpiles.</p><p><blockquote>“欧佩克+的纪律是一个真正的积极因素，”CMC Markets 首席市场策略师迈克尔-麦卡锡（Michael McCarthy）说，他指的是以俄罗斯为首的石油输出国组织和盟国。该联盟本周重申支持大幅削减供应，这有助于减少膨胀的全球原油库存。</blockquote></p><p> “And then when we have signs of better economic growth, then it’s up and away (for prices),” said McCarthy.</p><p><blockquote>“麦卡锡说：”然后，当我们有更好的经济增长迹象时，（价格）就会上涨。</blockquote></p><p> Chinese demand for crude oil is also helping support the market, as shown by industry tracking that reports two tankers of North Sea crude oil heading to China for March 22 and March 24, said Axi global market strategist Stephen Innes.</p><p><blockquote>Axi 全球市场策略师斯蒂芬·英尼斯 (Stephen Innes) 表示，中国对原油的需求也有助于支撑市场，行业跟踪报告称，两艘北海原油油轮将于 3 月 22 日和 3 月 24 日前往中国。</blockquote></p><p> “When demand drives commodity prices, it has a more bullish impact and leaves a more lasting reflection on price action,” Innes said in a note.</p><p><blockquote>“英尼斯在一份报告中说：”当需求推动大宗商品价格时，它会产生更看涨的影响，并对价格走势产生更持久的影响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-global-oil/oil-prices-rise-to-highest-in-a-year-on-u-s-growth-optimism-crude-supply-restraint-idUSKBN2A508I?il=0\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{},"source_url":"https://www.reuters.com/article/us-global-oil/oil-prices-rise-to-highest-in-a-year-on-u-s-growth-optimism-crude-supply-restraint-idUSKBN2A508I?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189425388","content_text":"Singapore (Reuters) - Oil prices climbed on Friday to their highest levels in a year, extending a run of strong gains on signs of economic growth in the United States and a continued commitment by producers to hold back crude supply.\n“Rising confidence in an upturn in economic and oil demand recovery around the corner is a major impetus for crude,” said Vandana Hari, energy analyst at Vanda Insights.\n“Right now, the concurrent tightening of supply due to the additional Saudi cuts is adding to the tailwinds,” Hari said. “Brent may be well on its way to the $60 milestone.”\nBrent crude futures climbed 40 cents, or 0.7%, to $59.24 a barrel by 0428 GMT, after hitting a high of $59.41, its highest since Feb. 20 last year. Brent is on track to rise 6% this week.\nU.S. West Texas Intermediate (WTI) crude futures jumped 42 cents, or 0.8%, to $56.65 a barrel, after touching a high of $56.84, its top since Jan. 22 last year. The benchmark contract is on track for a weekly gain of nearly 9%, which would be its biggest weekly gain since October.\nIn a sign of tightening crude oil supplies, the six-month backwardation in Brent and WTI futures - when the price for prompt delivery is higher than the price for future delivery - jumped to 13-month highs for both contracts at $2.41 and $2.30 a barrel, respectively.\nMarkets were encouraged by stronger-than-expected orders for U.S. goods in December, pointing to strength in manufacturing, and hopes for swift approval by lawmakers of President Joe Biden’s proposed $1.9 trillion coronavirus aid plan.\n“OPEC+ discipline has been a real positive,” said Michael McCarthy, chief market strategist at CMC Markets, referring to the Organization of the Petroleum Exporting Countries and allies led by Russia. The alliance this week reaffirmed its support for deep supply cuts which have helped to bring down swollen global crude stockpiles.\n“And then when we have signs of better economic growth, then it’s up and away (for prices),” said McCarthy.\nChinese demand for crude oil is also helping support the market, as shown by industry tracking that reports two tankers of North Sea crude oil heading to China for March 22 and March 24, said Axi global market strategist Stephen Innes.\n“When demand drives commodity prices, it has a more bullish impact and leaves a more lasting reflection on price action,” Innes said in a note.","news_type":1,"symbols_score_info":{"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}