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Jinwenjwen
Jinwenjwen
·
2021-07-07
Like please
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Jinwenjwen
Jinwenjwen
·
2021-06-24
Hmmmmmm
Janus Henderson Group Debuts US Real Estate ETF<blockquote>骏利亨德森集团推出美国房地产 ETF</blockquote>
Janus Henderson Group plc has launched an exchange-traded fund focused on the U.S. commercial real e
Janus Henderson Group Debuts US Real Estate ETF<blockquote>骏利亨德森集团推出美国房地产 ETF</blockquote>
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Jinwenjwen
Jinwenjwen
·
2021-06-24
Ok
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Jinwenjwen
Jinwenjwen
·
2021-02-08
Biden
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Jinwenjwen
Jinwenjwen
·
2021-02-04
CHINAAA
Market News: Ants reach overhaul agreement with regulators<blockquote>市场新闻:蚂蚁与监管机构达成改革协议</blockquote>
(Bloomberg) -- Ant Group Co. and Chinese regulators have agreed on a restructuring plan that will tu
Market News: Ants reach overhaul agreement with regulators<blockquote>市场新闻:蚂蚁与监管机构达成改革协议</blockquote>
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Jinwenjwen
Jinwenjwen
·
2021-01-27
@@
Apple Stock Could Surge 62% to $225, According to This Analyst<blockquote>这位分析师表示,苹果股价可能飙升 62% 至 225 美元</blockquote>
Shares ofApple(NASDAQ: AAPL)have already climbed 79% over the past year, but will surge to new all-t
Apple Stock Could Surge 62% to $225, According to This Analyst<blockquote>这位分析师表示,苹果股价可能飙升 62% 至 225 美元</blockquote>
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Jinwenjwen
Jinwenjwen
·
2021-01-23
Good
The incredible backdrop to the global stock-market rally — profits are flat since 2008<blockquote>全球股市上涨的令人难以置信的背景——自 2008 年以来利润持平</blockquote>
As the debate between the discrepancy between the stock market and the real economy continues to pla
The incredible backdrop to the global stock-market rally — profits are flat since 2008<blockquote>全球股市上涨的令人难以置信的背景——自 2008 年以来利润持平</blockquote>
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10:27","market":"us","language":"en","title":"Janus Henderson Group Debuts US Real Estate ETF<blockquote>骏利亨德森集团推出美国房地产 ETF</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121366090","media":"Benzinga","summary":"Janus Henderson Group plc has launched an exchange-traded fund focused on the U.S. commercial real e","content":"<p><div> Janus Henderson Group plc has launched an exchange-traded fund focused on the U.S. commercial real estate market. What Happened:The newJanus Henderson U.S. Real Estate ETF(JRE) is aimed at equity ...</p><p><blockquote><div>骏利亨德森集团有限公司推出了一只专注于美国商业房地产市场的交易所交易基金。发生了什么:newJanus Henderson 美国房地产 ETF (JRE) 针对股票……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21686054/janus-henderson-group-debuts-us-real-estate-etf\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21686054/janus-henderson-group-debuts-us-real-estate-etf\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Janus Henderson Group Debuts US Real Estate ETF<blockquote>骏利亨德森集团推出美国房地产 ETF</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\">\nJanus Henderson Group Debuts US Real Estate ETF<blockquote>骏利亨德森集团推出美国房地产 ETF</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-06-24 10:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Janus Henderson Group plc has launched an exchange-traded fund focused on the U.S. commercial real estate market. What Happened:The newJanus Henderson U.S. Real Estate ETF(JRE) is aimed at equity ...</p><p><blockquote><div>骏利亨德森集团有限公司推出了一只专注于美国商业房地产市场的交易所交易基金。发生了什么:newJanus Henderson 美国房地产 ETF (JRE) 针对股票……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/06/21686054/janus-henderson-group-debuts-us-real-estate-etf\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21686054/janus-henderson-group-debuts-us-real-estate-etf\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/06/21686054/janus-henderson-group-debuts-us-real-estate-etf\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JHG":"骏利亨德森集团"},"source_url":"https://www.benzinga.com/news/21/06/21686054/janus-henderson-group-debuts-us-real-estate-etf","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121366090","content_text":"Janus Henderson Group plc has launched an exchange-traded fund focused on the U.S. commercial real estate market.\nWhat Happened:The newJanus Henderson U.S. Real Estate ETF(JRE) is aimed at equity strategy investing in real estate investment trusts and real estate-related securities. In announcing the new ETF, the company stated its focus “may include cell towers, data centers, gaming REITs, cold storage and more, without bias toward style, property type or market cap.”\nGreg KuhlandDanny Greenberger were named portfolio managers of JRE, and the company added this new endeavor is a “natural product extension” of its Global Real Estate team, which has more than $3 billion in global assets under its management.\nWhat Else Is Happening:The REIT sector has shown considerable vibrancy this year, particularly in terms of mergers and acquisitions. Newly published data by JLL Capital Markets’ M&A and Corporate Advisory Group found REIT M&A activity has totaled $70 billion year-to-date, which puts it on target for surpassing the full-year record of $103 billion in volume set in 2006.\nMuch of this year's volume is coming from REIT subsectors that underperformed during 2020 but are now getting a new shot of energy. JLL reported the retail REIT subsector enjoyed a 46% gain year to date in 2021, with hospitality at 17%, office at 16%, and the multifamily housing, hotel, mall, office, shopping center and gaming REITS each up 14%.\n“We are seeing this cyclical rotation among the previously out-of-favor sectors, and it’s a positive message to broader real estate that everything is starting to improve,” said JLL Managing Director Sheheryar Hafeez. “The expectations of ‘back to normal’ economic activity is leading investors to bet on these sectors rebounding.\"","news_type":1,"symbols_score_info":{"JHG":0.9}},"isVote":1,"tweetType":1,"viewCount":1816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128383202,"gmtCreate":1624501871006,"gmtModify":1634005181366,"author":{"id":"3556863642126728","authorId":"3556863642126728","name":"Jinwenjwen","avatar":"https://static.tigerbbs.com/45688b01b227b7f725e947c69e373d11","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863642126728","authorIdStr":"3556863642126728"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128383202","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389887424,"gmtCreate":1612751231768,"gmtModify":1703764592686,"author":{"id":"3556863642126728","authorId":"3556863642126728","name":"Jinwenjwen","avatar":"https://static.tigerbbs.com/45688b01b227b7f725e947c69e373d11","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863642126728","authorIdStr":"3556863642126728"},"themes":[],"title":"","htmlText":"Biden","listText":"Biden","text":"Biden","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389887424","repostId":"1131548374","repostType":4,"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317071356,"gmtCreate":1612402354275,"gmtModify":1703761336546,"author":{"id":"3556863642126728","authorId":"3556863642126728","name":"Jinwenjwen","avatar":"https://static.tigerbbs.com/45688b01b227b7f725e947c69e373d11","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863642126728","authorIdStr":"3556863642126728"},"themes":[],"title":"","htmlText":"CHINAAA","listText":"CHINAAA","text":"CHINAAA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317071356","repostId":"2108570747","repostType":4,"repost":{"id":"2108570747","kind":"news","pubTimestamp":1612344121,"share":"https://www.laohunote.com/m/news/2108570747?lang=zh_CN&edition=full","pubTime":"2021-02-03 17:22","market":"us","language":"en","title":"Market News: Ants reach overhaul agreement with regulators<blockquote>市场新闻:蚂蚁与监管机构达成改革协议</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2108570747","media":"Bloomberg","summary":"(Bloomberg) -- Ant Group Co. and Chinese regulators have agreed on a restructuring plan that will tu","content":"<p><div> (Bloomberg) -- Ant Group Co. and Chinese regulators have agreed on a restructuring plan that will turn Jack Ma’s fintech giant into a financial holding company, making it subject to capital ...</p><p><blockquote><div>(彭博社)--蚂蚁集团公司和中国监管机构已就一项重组计划达成一致,该计划将把马云的金融科技巨头转变为一家金融控股公司,使其受到资本...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/ant-reaches-agreement-china-regulators-083830972.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/ant-reaches-agreement-china-regulators-083830972.html\">网页连接</a></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>Market News: Ants reach overhaul agreement with regulators<blockquote>市场新闻:蚂蚁与监管机构达成改革协议</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\">\nMarket News: Ants reach overhaul agreement with regulators<blockquote>市场新闻:蚂蚁与监管机构达成改革协议</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-02-03 17:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Ant Group Co. and Chinese regulators have agreed on a restructuring plan that will turn Jack Ma’s fintech giant into a financial holding company, making it subject to capital ...</p><p><blockquote><div>(彭博社)--蚂蚁集团公司和中国监管机构已就一项重组计划达成一致,该计划将把马云的金融科技巨头转变为一家金融控股公司,使其受到资本...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/ant-reaches-agreement-china-regulators-083830972.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/ant-reaches-agreement-china-regulators-083830972.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/ant-reaches-agreement-china-regulators-083830972.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a353fd7027b404fd0462b771be77661","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.yahoo.com/news/ant-reaches-agreement-china-regulators-083830972.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2108570747","content_text":"(Bloomberg) -- Ant Group Co. and Chinese regulators have agreed on a restructuring plan that will turn Jack Ma’s fintech giant into a financial holding company, making it subject to capital requirements similar to those for banks.\nThe plan calls for putting all of Ant’s businesses into the holding company, including its technology offerings in areas like blockchain and food delivery, people familiar with the matter said. One of Ant’s early proposals to regulators had envisioned putting only financial operations into the new structure.\nAn official announcement on the overhaul could come before the start of China’s Lunar New Year holiday next week, the people said, asking not to be identified discussing private information. Alibaba Group Holding Ltd., which owns about a third of Ant, erased losses in Hong Kong trading on Wednesday after Bloomberg reported the agreement. The stock closed with a 0.4% gain.\nAnt’s restructuring plan marks the first big step in what’s expected to be a lengthy overhaul process, as regulators draw up detailed capital requirements and other guidelines for companies that span multiple financial business lines.\nChina only introduced its framework for financial holding companies in September and many of the specifics are still being ironed out. While the rules will eventually provide more regulatory clarity for Ant, they’ll almost certainly force the company to slow the torrid pace of expansion that has made it China’s dominant fintech player and one of the world’s most valuable startups.\nAnt is still exploring possibilities to revive its initial public offering, which was abruptly halted by regulators in November, one person familiar with the matter said. But given the financial holding company framework is so new, it’s unclear how long it might take for authorities to sign off a listing.\nAnt declined to comment. The People’s Bank of China, which oversees financial holding companies, didn’t immediately respond to a faxed request for comment.\nAnt’s restructuring is part of a broader government campaign to increase supervision of the financial and technology sectors. Regulators have in recent months targeted everything from health-care crowdfunding to consumer lending. In January, they proposed measures to curb market concentration in online payments, where Ant and Tencent Holdings Ltd. are the biggest players.\nThe clampdown has fueled intense speculation over the status of Ma, who co-founded both Ant and Alibaba. The e-commerce giant has also faced increased government scrutiny in recent months, becoming the target of an antitrust investigation in December.\nMa’s appearance in a live-streamed video conference in January -- after several months out of public view -- has helped quell talk of worst-case scenarios for his business empire. Still, plenty of uncertainty remains: even after Wednesday’s gain, Alibaba’s Hong Kong shares are trading about 15% below their record high in October.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313653061,"gmtCreate":1611712290853,"gmtModify":1703752541328,"author":{"id":"3556863642126728","authorId":"3556863642126728","name":"Jinwenjwen","avatar":"https://static.tigerbbs.com/45688b01b227b7f725e947c69e373d11","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863642126728","authorIdStr":"3556863642126728"},"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/313653061","repostId":"1141309013","repostType":4,"repost":{"id":"1141309013","kind":"news","pubTimestamp":1611655201,"share":"https://www.laohunote.com/m/news/1141309013?lang=zh_CN&edition=full","pubTime":"2021-01-26 18:00","market":"sg","language":"en","title":"Apple Stock Could Surge 62% to $225, According to This Analyst<blockquote>这位分析师表示,苹果股价可能飙升 62% 至 225 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141309013","media":"nasdaq","summary":"Shares ofApple(NASDAQ: AAPL)have already climbed 79% over the past year, but will surge to new all-t","content":"<p>Shares of<b>Apple</b>(NASDAQ: AAPL)have already climbed 79% over the past year, but will surge to new all-time highs in 2021.</p><p><blockquote>股份<b>苹果</b>(纳斯达克:AAPL)过去一年已经上涨了 79%,但将在 2021 年飙升至历史新高。</blockquote></p><p>That's according to Wedbush analyst Daniel Ives. Today, Ives raised his price target on Apple's stock to $175 from $160, but also laid out a bull case for why the stock could climb to as high as $225. His new base target represents potential gains for investors of roughly 26% over the stock's closing price of about $139 on Friday. It's his compelling argument for the bull case, however, that should have investors more excited.</p><p><blockquote>这是韦德布什分析师丹尼尔·艾夫斯的说法。今天,艾夫斯将苹果股票的目标价从 160 美元上调至 175 美元,但也阐述了该股为何可能攀升至 225 美元的看涨理由。他的新基本目标代表着投资者比该股周五约 139 美元的收盘价可能上涨约 26%。然而,这是他对牛市的令人信服的论点,这应该会让投资者更加兴奋。</blockquote></p><p>Ives cited the potential for \"eye-popping\" iPhone sales, saying that checks of Apple's supply chain in Asia showed strong demand for the device. The analyst now believes Apple could have sold as many as 90 million iPhones during the December quarter, roughly 35% over the analyst's already robust forecast. Ives sees this upward trend continuing over the March and June quarters.</p><p><blockquote>艾夫斯引用了“令人瞠目结舌”的 iPhone 销售潜力,称对苹果在亚洲供应链的检查显示,对该设备的需求强劲。该分析师现在认为,苹果在 12 月份季度可能售出多达 9000 万部 iPhone,比分析师本已强劲的预测高出约 35%。艾夫斯认为这种上升趋势将在三月和六月季度持续下去。</blockquote></p><p>\"We believe based on the current trajectory and in a bull case Cupertino has potential to sell north of 240 million units (~250 million could be in the cards -- an eye-popping figure)\" Ives wrote in a note to clients, \"which would easily eclipse the previous Apple record of 231 million units sold in [fiscal year 2015].\"</p><p><blockquote>艾夫斯在给客户的一份报告中写道:“我们相信,根据目前的发展轨迹,在牛市的情况下,库比蒂诺有潜力销量超过 2.4 亿辆(可能会达到约 2.5 亿辆——这是一个令人瞠目结舌的数字),”这将很容易超越苹果此前创下的 [2015 财年] 销量 2.31 亿辆的纪录。”</blockquote></p><p>Will Apple stock hit $225?</p><p><blockquote>苹果股票会触及 225 美元吗?</blockquote></p><p>There have long been prognostications of a supercycle for the iPhone maker. It has an installed base of more than 1.4 billion active devices, with the iPhone accounting for an estimated 950 million of those.</p><p><blockquote>长期以来,人们一直预测这家 iPhone 制造商将迎来超级周期。它拥有超过14亿台活跃设备的安装基础,其中iPhone约占9.5亿台。</blockquote></p><p>The current thinking suggests that as many as 350 million iPhone buyers could upgrade their device this year. To put that number in context, Apple sold roughly 185 million iPhones in 2019. Given the demand for a 5G-enabled iPhone, and the number of devices due for an upgrade, it's certainly possible Apple could sell 89% more iPhones in 2021 -- but that's certainly a high bar.</p><p><blockquote>目前的想法表明,今年多达3.5亿iPhone购买者可能会升级他们的设备。结合这个数字来看,苹果在 2019 年售出了大约 1.85 亿部 iPhone。考虑到对支持5G的iPhone的需求,以及需要升级的设备数量,苹果肯定有可能在2021年多销售89%的iPhone,但这肯定是一个很高的门槛。</blockquote></p><p></p>","source":"lsy1603171495471","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 Stock Could Surge 62% to $225, According to This Analyst<blockquote>这位分析师表示,苹果股价可能飙升 62% 至 225 美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Could Surge 62% to $225, According to This Analyst<blockquote>这位分析师表示,苹果股价可能飙升 62% 至 225 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">nasdaq</strong><span class=\"h-time small\">2021-01-26 18:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of<b>Apple</b>(NASDAQ: AAPL)have already climbed 79% over the past year, but will surge to new all-time highs in 2021.</p><p><blockquote>股份<b>苹果</b>(纳斯达克:AAPL)过去一年已经上涨了 79%,但将在 2021 年飙升至历史新高。</blockquote></p><p>That's according to Wedbush analyst Daniel Ives. Today, Ives raised his price target on Apple's stock to $175 from $160, but also laid out a bull case for why the stock could climb to as high as $225. His new base target represents potential gains for investors of roughly 26% over the stock's closing price of about $139 on Friday. It's his compelling argument for the bull case, however, that should have investors more excited.</p><p><blockquote>这是韦德布什分析师丹尼尔·艾夫斯的说法。今天,艾夫斯将苹果股票的目标价从 160 美元上调至 175 美元,但也阐述了该股为何可能攀升至 225 美元的看涨理由。他的新基本目标代表着投资者比该股周五约 139 美元的收盘价可能上涨约 26%。然而,这是他对牛市的令人信服的论点,这应该会让投资者更加兴奋。</blockquote></p><p>Ives cited the potential for \"eye-popping\" iPhone sales, saying that checks of Apple's supply chain in Asia showed strong demand for the device. The analyst now believes Apple could have sold as many as 90 million iPhones during the December quarter, roughly 35% over the analyst's already robust forecast. Ives sees this upward trend continuing over the March and June quarters.</p><p><blockquote>艾夫斯引用了“令人瞠目结舌”的 iPhone 销售潜力,称对苹果在亚洲供应链的检查显示,对该设备的需求强劲。该分析师现在认为,苹果在 12 月份季度可能售出多达 9000 万部 iPhone,比分析师本已强劲的预测高出约 35%。艾夫斯认为这种上升趋势将在三月和六月季度持续下去。</blockquote></p><p>\"We believe based on the current trajectory and in a bull case Cupertino has potential to sell north of 240 million units (~250 million could be in the cards -- an eye-popping figure)\" Ives wrote in a note to clients, \"which would easily eclipse the previous Apple record of 231 million units sold in [fiscal year 2015].\"</p><p><blockquote>艾夫斯在给客户的一份报告中写道:“我们相信,根据目前的发展轨迹,在牛市的情况下,库比蒂诺有潜力销量超过 2.4 亿辆(可能会达到约 2.5 亿辆——这是一个令人瞠目结舌的数字),”这将很容易超越苹果此前创下的 [2015 财年] 销量 2.31 亿辆的纪录。”</blockquote></p><p>Will Apple stock hit $225?</p><p><blockquote>苹果股票会触及 225 美元吗?</blockquote></p><p>There have long been prognostications of a supercycle for the iPhone maker. It has an installed base of more than 1.4 billion active devices, with the iPhone accounting for an estimated 950 million of those.</p><p><blockquote>长期以来,人们一直预测这家 iPhone 制造商将迎来超级周期。它拥有超过14亿台活跃设备的安装基础,其中iPhone约占9.5亿台。</blockquote></p><p>The current thinking suggests that as many as 350 million iPhone buyers could upgrade their device this year. To put that number in context, Apple sold roughly 185 million iPhones in 2019. Given the demand for a 5G-enabled iPhone, and the number of devices due for an upgrade, it's certainly possible Apple could sell 89% more iPhones in 2021 -- but that's certainly a high bar.</p><p><blockquote>目前的想法表明,今年多达3.5亿iPhone购买者可能会升级他们的设备。结合这个数字来看,苹果在 2019 年售出了大约 1.85 亿部 iPhone。考虑到对支持5G的iPhone的需求,以及需要升级的设备数量,苹果肯定有可能在2021年多销售89%的iPhone,但这肯定是一个很高的门槛。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/apple-stock-could-surge-62-to-%24225-according-to-this-analyst-2021-01-25\">nasdaq</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.nasdaq.com/articles/apple-stock-could-surge-62-to-%24225-according-to-this-analyst-2021-01-25","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141309013","content_text":"Shares ofApple(NASDAQ: AAPL)have already climbed 79% over the past year, but will surge to new all-time highs in 2021.That's according to Wedbush analyst Daniel Ives. Today, Ives raised his price target on Apple's stock to $175 from $160, but also laid out a bull case for why the stock could climb to as high as $225. His new base target represents potential gains for investors of roughly 26% over the stock's closing price of about $139 on Friday. It's his compelling argument for the bull case, however, that should have investors more excited.Ives cited the potential for \"eye-popping\" iPhone sales, saying that checks of Apple's supply chain in Asia showed strong demand for the device. The analyst now believes Apple could have sold as many as 90 million iPhones during the December quarter, roughly 35% over the analyst's already robust forecast. Ives sees this upward trend continuing over the March and June quarters.\"We believe based on the current trajectory and in a bull case Cupertino has potential to sell north of 240 million units (~250 million could be in the cards -- an eye-popping figure)\" Ives wrote in a note to clients, \"which would easily eclipse the previous Apple record of 231 million units sold in [fiscal year 2015].\"Will Apple stock hit $225?There have long been prognostications of a supercycle for the iPhone maker. It has an installed base of more than 1.4 billion active devices, with the iPhone accounting for an estimated 950 million of those.The current thinking suggests that as many as 350 million iPhone buyers could upgrade their device this year. To put that number in context, Apple sold roughly 185 million iPhones in 2019. Given the demand for a 5G-enabled iPhone, and the number of devices due for an upgrade, it's certainly possible Apple could sell 89% more iPhones in 2021 -- but that's certainly a high bar.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319019666,"gmtCreate":1611407675355,"gmtModify":1703750401050,"author":{"id":"3556863642126728","authorId":"3556863642126728","name":"Jinwenjwen","avatar":"https://static.tigerbbs.com/45688b01b227b7f725e947c69e373d11","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556863642126728","authorIdStr":"3556863642126728"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319019666","repostId":"1101623367","repostType":4,"repost":{"id":"1101623367","kind":"news","pubTimestamp":1611298571,"share":"https://www.laohunote.com/m/news/1101623367?lang=zh_CN&edition=full","pubTime":"2021-01-22 14:56","market":"us","language":"en","title":"The incredible backdrop to the global stock-market rally — profits are flat since 2008<blockquote>全球股市上涨的令人难以置信的背景——自 2008 年以来利润持平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101623367","media":"MarketWatch","summary":"As the debate between the discrepancy between the stock market and the real economy continues to pla","content":"<p>As the debate between the discrepancy between the stock market and the real economy continues to play out with U.S. stocks at record highs, one chart really drives home the difference.</p><p><blockquote>随着美国股市创下历史新高,股市与实体经济之间差异的争论继续上演,一张图表真正揭示了这种差异。</blockquote></p><p> It’s a chart looking at global stocks and global earnings per share. EPS here is measured on a forward 12-month basis, and analysts are assuming a nearly full recovery from the COVID-19 pandemic.</p><p><blockquote>这是一张全球股票和全球每股收益的图表。这里的每股收益是根据 12 个月的未来衡量的,分析师假设 COVID-19 大流行几乎完全复苏。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5d20cb70a670dc139c1e976e56c69dbd\" tg-width=\"619\" tg-height=\"364\"></p><p><blockquote></blockquote></p><p> The chart shows global earnings per share flat from 2008 levels. Put in a different way — not only are stocks divorced from the performance of the economy, they are even divorced from the profits of the companies they seemingly represent.</p><p><blockquote>图表显示全球每股收益与 2008 年水平持平。换句话说,股票不仅与经济表现脱节,甚至与它们似乎所代表的公司的利润脱节。</blockquote></p><p> “This remarkable observation leads to a salutary conclusion. The global stock market has nearly doubled since 2008 because the multiple paid for unchanged profits has nearly doubled,” said Dhaval Joshi, chief European investment strategist at BCA Research.</p><p><blockquote>“这一非凡的观察结果得出了一个有益的结论。自 2008 年以来,全球股市几乎翻了一番,因为为不变利润支付的倍数几乎翻了一番,”BCA Research 首席欧洲投资策略师 Dhaval Joshi 说。</blockquote></p><p> The reason the multiple has surged is because the global bond yield has collapsed, making the relative valuation for equities stronger. Joshi took a simple average of the U.S. 10-year TreasuryTMUBMUSD10Y,1.109%,the bedrock of global markets, and, as a proxy for more risky countries, the Italian 10-year TreasuryTMBMKIT-10Y,0.695%.</p><p><blockquote>该倍数飙升的原因是全球债券收益率暴跌,使得股票的相对估值更强。Joshi 对全球市场的基石——美国 10 年期国债 YTMUBMUSD10Y(1.109%)和意大利 10 年期国债 YTMBMKIT-10Y(0.695%)进行了简单平均。</blockquote></p><p> He said the global rally can continue until the yield on the U.S. and Italian 10-year reach zero. On Thursday, the U.S. 10-year yielded 1.09% and the Italian 10-year yielded 0.62%.</p><p><blockquote>他表示,全球反弹可能会持续下去,直到美国和意大利10年期国债收益率降至零。周四,美国10年期国债收益率为1.09%,意大利10年期国债收益率为0.62%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/373f5a211109faddd5fc1b9a96dec484\" tg-width=\"620\" tg-height=\"298\"></p><p><blockquote></blockquote></p><p> While profits globally are flat, that isn’t the case on a sector and country basis. Buoyed by the technology sector, U.S. profits have climbed 55% and South Korean profits have gained 25%. Denmark, reliant on health, has seen profits grow by 40%. By contrast, Spain, Italy and Austria have seen profits drop by 45% to 55% due to their exposure to banks.</p><p><blockquote>虽然全球利润持平,但从行业和国家来看,情况并非如此。受科技行业的提振,美国利润攀升 55%,韩国利润增长 25%。依赖健康的丹麦利润增长了40%。相比之下,西班牙、意大利和奥地利由于对银行的敞口,利润下降了45%至55%。</blockquote></p><p> “One important message for long-term investors is that when a sector’s profits go into structural decline, it is terminal. It is almost unheard of for these sectors to return to structural growth. Furthermore, the support to the sector price from falling bond yields is not enough to offset the weight of collapsing profits. In any case, bond yields cannot fall forever,” said Joshi.</p><p><blockquote>“对长期投资者来说,一个重要的信息是,当一个行业的利润陷入结构性下降时,它就是终极的。这些行业恢复结构性增长几乎闻所未闻。此外,债券收益率下降对行业价格的支撑不足以抵消利润暴跌的影响。无论如何,债券收益率不可能永远下跌。”</blockquote></p><p> Both the S&P 500 and Nasdaq Composite ended on records on Wednesday, and the Nikkei 225 closed at a 30-year high in Tokyo.</p><p><blockquote>标普500和纳斯达克综合指数周三均创下历史新高,日经 225 指数收于 30 年来新高。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The incredible backdrop to the global stock-market rally — profits are flat since 2008<blockquote>全球股市上涨的令人难以置信的背景——自 2008 年以来利润持平</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; }\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\">\nThe incredible backdrop to the global stock-market rally — profits are flat since 2008<blockquote>全球股市上涨的令人难以置信的背景——自 2008 年以来利润持平</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-01-22 14:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the debate between the discrepancy between the stock market and the real economy continues to play out with U.S. stocks at record highs, one chart really drives home the difference.</p><p><blockquote>随着美国股市创下历史新高,股市与实体经济之间差异的争论继续上演,一张图表真正揭示了这种差异。</blockquote></p><p> It’s a chart looking at global stocks and global earnings per share. EPS here is measured on a forward 12-month basis, and analysts are assuming a nearly full recovery from the COVID-19 pandemic.</p><p><blockquote>这是一张全球股票和全球每股收益的图表。这里的每股收益是根据 12 个月的未来衡量的,分析师假设 COVID-19 大流行几乎完全复苏。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5d20cb70a670dc139c1e976e56c69dbd\" tg-width=\"619\" tg-height=\"364\"></p><p><blockquote></blockquote></p><p> The chart shows global earnings per share flat from 2008 levels. Put in a different way — not only are stocks divorced from the performance of the economy, they are even divorced from the profits of the companies they seemingly represent.</p><p><blockquote>图表显示全球每股收益与 2008 年水平持平。换句话说,股票不仅与经济表现脱节,甚至与它们似乎所代表的公司的利润脱节。</blockquote></p><p> “This remarkable observation leads to a salutary conclusion. The global stock market has nearly doubled since 2008 because the multiple paid for unchanged profits has nearly doubled,” said Dhaval Joshi, chief European investment strategist at BCA Research.</p><p><blockquote>“这一非凡的观察结果得出了一个有益的结论。自 2008 年以来,全球股市几乎翻了一番,因为为不变利润支付的倍数几乎翻了一番,”BCA Research 首席欧洲投资策略师 Dhaval Joshi 说。</blockquote></p><p> The reason the multiple has surged is because the global bond yield has collapsed, making the relative valuation for equities stronger. Joshi took a simple average of the U.S. 10-year TreasuryTMUBMUSD10Y,1.109%,the bedrock of global markets, and, as a proxy for more risky countries, the Italian 10-year TreasuryTMBMKIT-10Y,0.695%.</p><p><blockquote>该倍数飙升的原因是全球债券收益率暴跌,使得股票的相对估值更强。Joshi 对全球市场的基石——美国 10 年期国债 YTMUBMUSD10Y(1.109%)和意大利 10 年期国债 YTMBMKIT-10Y(0.695%)进行了简单平均。</blockquote></p><p> He said the global rally can continue until the yield on the U.S. and Italian 10-year reach zero. On Thursday, the U.S. 10-year yielded 1.09% and the Italian 10-year yielded 0.62%.</p><p><blockquote>他表示,全球反弹可能会持续下去,直到美国和意大利10年期国债收益率降至零。周四,美国10年期国债收益率为1.09%,意大利10年期国债收益率为0.62%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/373f5a211109faddd5fc1b9a96dec484\" tg-width=\"620\" tg-height=\"298\"></p><p><blockquote></blockquote></p><p> While profits globally are flat, that isn’t the case on a sector and country basis. Buoyed by the technology sector, U.S. profits have climbed 55% and South Korean profits have gained 25%. Denmark, reliant on health, has seen profits grow by 40%. By contrast, Spain, Italy and Austria have seen profits drop by 45% to 55% due to their exposure to banks.</p><p><blockquote>虽然全球利润持平,但从行业和国家来看,情况并非如此。受科技行业的提振,美国利润攀升 55%,韩国利润增长 25%。依赖健康的丹麦利润增长了40%。相比之下,西班牙、意大利和奥地利由于对银行的敞口,利润下降了45%至55%。</blockquote></p><p> “One important message for long-term investors is that when a sector’s profits go into structural decline, it is terminal. It is almost unheard of for these sectors to return to structural growth. Furthermore, the support to the sector price from falling bond yields is not enough to offset the weight of collapsing profits. In any case, bond yields cannot fall forever,” said Joshi.</p><p><blockquote>“对长期投资者来说,一个重要的信息是,当一个行业的利润陷入结构性下降时,它就是终极的。这些行业恢复结构性增长几乎闻所未闻。此外,债券收益率下降对行业价格的支撑不足以抵消利润暴跌的影响。无论如何,债券收益率不可能永远下跌。”</blockquote></p><p> Both the S&P 500 and Nasdaq Composite ended on records on Wednesday, and the Nikkei 225 closed at a 30-year high in Tokyo.</p><p><blockquote>标普500和纳斯达克综合指数周三均创下历史新高,日经 225 指数收于 30 年来新高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-incredible-backdrop-to-the-global-stock-market-rally-profits-are-flat-since-2008-11611226707?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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-incredible-backdrop-to-the-global-stock-market-rally-profits-are-flat-since-2008-11611226707?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1101623367","content_text":"As the debate between the discrepancy between the stock market and the real economy continues to play out with U.S. stocks at record highs, one chart really drives home the difference.\nIt’s a chart looking at global stocks and global earnings per share. EPS here is measured on a forward 12-month basis, and analysts are assuming a nearly full recovery from the COVID-19 pandemic.\n\nThe chart shows global earnings per share flat from 2008 levels. Put in a different way — not only are stocks divorced from the performance of the economy, they are even divorced from the profits of the companies they seemingly represent.\n“This remarkable observation leads to a salutary conclusion. The global stock market has nearly doubled since 2008 because the multiple paid for unchanged profits has nearly doubled,” said Dhaval Joshi, chief European investment strategist at BCA Research.\nThe reason the multiple has surged is because the global bond yield has collapsed, making the relative valuation for equities stronger. Joshi took a simple average of the U.S. 10-year TreasuryTMUBMUSD10Y,1.109%,the bedrock of global markets, and, as a proxy for more risky countries, the Italian 10-year TreasuryTMBMKIT-10Y,0.695%.\nHe said the global rally can continue until the yield on the U.S. and Italian 10-year reach zero. On Thursday, the U.S. 10-year yielded 1.09% and the Italian 10-year yielded 0.62%.\n\nWhile profits globally are flat, that isn’t the case on a sector and country basis. Buoyed by the technology sector, U.S. profits have climbed 55% and South Korean profits have gained 25%. Denmark, reliant on health, has seen profits grow by 40%. By contrast, Spain, Italy and Austria have seen profits drop by 45% to 55% due to their exposure to banks.\n“One important message for long-term investors is that when a sector’s profits go into structural decline, it is terminal. It is almost unheard of for these sectors to return to structural growth. Furthermore, the support to the sector price from falling bond yields is not enough to offset the weight of collapsing profits. In any case, bond yields cannot fall forever,” said Joshi.\nBoth the S&P 500 and Nasdaq Composite ended on records on Wednesday, and the Nikkei 225 closed at a 30-year high in Tokyo.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}