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Onein
Onein
·
2021-03-04
Hahahaha
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Onein
Onein
·
2021-03-04
Cool
非常抱歉，此主贴已删除
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Onein
Onein
·
2021-03-04
Interesting
5 Stocks To Watch For March 4, 2021<blockquote>2021年3月4日值得关注的5只股票</blockquote>
Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86
5 Stocks To Watch For March 4, 2021<blockquote>2021年3月4日值得关注的5只股票</blockquote>
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Onein
Onein
·
2021-03-03
Li auto go!!
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Onein
Onein
·
2021-03-02
Wow wow wow
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Onein
Onein
·
2021-03-02
Interesting!
Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>
I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its
Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>
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Onein
Onein
·
2021-03-01
Cool cool cool
非常抱歉，此主贴已删除
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Onein
Onein
·
2021-02-27
Hahahhahha
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Onein
Onein
·
2021-02-27
Interesting!
非常抱歉，此主贴已删除
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Onein
Onein
·
2021-02-24
Cool
Why J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候</blockquote>
Don’t worry. Be greedy.Even though investor fears are rising, and the stock market is getting bullie
Why J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候</blockquote>
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17:57","market":"us","language":"en","title":"5 Stocks To Watch For March 4, 2021<blockquote>2021年3月4日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121663617","media":"Benzinga","summary":"Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86","content":"<p><div> Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell ...</p><p><blockquote><div>华尔街预计克罗格公司KRto开盘前公布季度收益为每股0.69美元，营收为308.6亿美元。克罗格股价在盘后交易中下跌0.9%，至32.96美元。Marvell……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">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>5 Stocks To Watch For March 4, 2021<blockquote>2021年3月4日值得关注的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For March 4, 2021<blockquote>2021年3月4日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-04 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell ...</p><p><blockquote><div>华尔街预计克罗格公司KRto开盘前公布季度收益为每股0.69美元，营收为308.6亿美元。克罗格股价在盘后交易中下跌0.9%，至32.96美元。Marvell……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">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/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">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":{},"source_url":"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121663617","content_text":"Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell Technology Group Ltd. MRVLreported in-line earnings for its fourth quarter, while sales exceeded estimates. Marvell Technology shares dropped 6% to $42.81 in the after-hours trading session.Analysts are expecting Broadcom Inc AVGO to have earned $6.55 per share on revenue of $6.61 billion for the latest quarter. The company will release earnings after the markets close. Broadcom shares fell 0.1% to $462.89 in after-hours trading.Hewlett Packard Enterprise Co HPE reported better-than-expected results for its first quarter and raised its FY21 earnings forecast. Hewlett Packard Enterprise shares dropped 0.5% to $14.49 in the after-hours trading session.Analysts expect Costco Wholesale Corporation COST to post quarterly earnings at $2.45 per share on revenue of $43.78 billion. Costco shares slipped 0.1% to $323.75 in after-hours trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365782529,"gmtCreate":1614780612861,"gmtModify":1703481024131,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559818694287768","idStr":"3559818694287768"},"themes":[],"htmlText":"Li auto go!!","listText":"Li auto go!!","text":"Li auto go!!","images":[{"img":"https://static.tigerbbs.com/754335e01afa4114f31038a5e504df72","width":"750","height":"2484"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365782529","isVote":1,"tweetType":1,"viewCount":3101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365023588,"gmtCreate":1614681123044,"gmtModify":1703479776628,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559818694287768","idStr":"3559818694287768"},"themes":[],"htmlText":"Wow wow wow ","listText":"Wow wow wow ","text":"Wow wow wow","images":[{"img":"https://static.tigerbbs.com/e0cef879982921658fdfbd176299bc34","width":"750","height":"2424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365023588","isVote":1,"tweetType":1,"viewCount":2845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365023102,"gmtCreate":1614681067706,"gmtModify":1703479775943,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559818694287768","idStr":"3559818694287768"},"themes":[],"htmlText":"Interesting!","listText":"Interesting!","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365023102","repostId":"1198289081","repostType":4,"repost":{"id":"1198289081","kind":"news","pubTimestamp":1614676006,"share":"https://www.laohu8.com/m/news/1198289081?lang=zh_CN&edition=full","pubTime":"2021-03-02 17:06","market":"us","language":"en","title":"Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198289081","media":"zacks","summary":"I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its","content":"<p>I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”</p><p><blockquote>我成为Beyond Meat（BYND）的粉丝已经有一段时间了，尽管疫情对其股价造成了疯狂的影响。不知何故，我真的很喜欢“革命性的植物性肉类由简单的成分制成，不含转基因生物、生物工程成分、激素、抗生素或胆固醇。”</blockquote></p><p>Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.</p><p><blockquote>当每个人都能拥有真正的肉类替代品时，他们可能不会喜欢肉类替代品。但我的感觉是，越来越多的人至少有时会拥有它，作为对环境的象征，或者出于对动物的热爱，或者出于健康原因。当他们这样做时，他们可能会考虑一个流行品牌的产品。尤其是当它在友好的麦当劳附近很容易买到时（MCD Quick QuoteMCD-免费报告）。或者肯德基，或者必胜客，或者塔可钟。</blockquote></p><p>So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.</p><p><blockquote>所以重要的是要记住，我们正处于非常时期。不寻常的事情发生在不寻常的时候。</blockquote></p><p>And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.</p><p><blockquote>如果这意味着像Beyond Meat这样的公司必须提供折扣、注销一些库存或吸收额外成本，那就这样吧。毕竟，没有人能预料到健康危机的到来，关闭所有的餐馆，把人们送到室内寻求保护。</blockquote></p><p>As investors, we should be thinking longer-term.</p><p><blockquote>作为投资者，我们应该从长计议。</blockquote></p><p>That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.</p><p><blockquote>这意味着尽管面临近期挑战，我们还是应该关注收入和盈利增长的长期潜力。</blockquote></p><p>Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).</p><p><blockquote>我们先来看营收。在刚刚报告的季度中，该公司的销售额较去年同期仅增长了3.5%，因为餐饮服务的疲软抵消了零售业（在美国和国际市场）的巨大增长。</blockquote></p><p>People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.</p><p><blockquote>人们通常在杂货店购买熟悉的品牌。因此，销售额的激增表明潜在需求强劲，品牌知名度不断提高。</blockquote></p><p>Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.</p><p><blockquote>好吧，所以它提供折扣。但主要竞争对手Impossible Foods也是如此。那里正在进行一场价格战，Impossible更具侵略性。管理层评论还表明，吸收上一季度低于产能运营带来的较高固定成本是疲软的更大驱动因素。</blockquote></p><p>The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.</p><p><blockquote>该公司还增加了IT基础设施，还增加了员工人数，以促进R&D和营销，并支持在欧洲和中国的国际扩张。它还增加了这两个国际市场的产能。</blockquote></p><p>So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.</p><p><blockquote>因此，一方面我们看到它正在建立自己的品牌和内部能力，另一方面，它正在与麦当劳、百胜餐饮集团（YUM Quick QuoteYUM-免费报告）和百事可乐（PEP Quick QuotePEP-免费报告）。当你主要向妈妈和爸爸销售时，生意会更加不确定。但是，当你向餐饮服务行业公认的领导者销售产品，这些领导者有更雄厚的财力来承受近期的问题，并且还在测试健康零食中的水分时，业务显然会更加稳定。</blockquote></p><p>But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.</p><p><blockquote>但如果Beyond Meat不是一个伟大的创新者，这一切都不会那么好。它在这方面取得了长足的进步。它已经从汉堡肉饼转向香肠和肉丸。它与麦当劳的协议包括共同开发植物性鸡肉、猪肉和鸡蛋的承诺。它与百胜的协议包括在不同的植物类别中创建签名菜单项。</blockquote></p><p>Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).</p><p><blockquote>Zacks目前预计该公司今年将扭亏为盈，同时收入增长53.8%。鉴于新交易和预期成本增加（在国际工厂开始生产应该会对成本产生缓解作用并减少物流复杂性），这两个数字都应该进行修订。</blockquote></p><p>While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.</p><p><blockquote>虽然过去一年的交易价格低于中值，但Beyond Meat股价并不便宜。所以我们可以等待一个更好的切入点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8d24f3c0541515034c6c9e016a8cabe3\" tg-width=\"620\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</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\">\nBeyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zacks</strong><span class=\"h-time small\">2021-03-02 17:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”</p><p><blockquote>我成为Beyond Meat（BYND）的粉丝已经有一段时间了，尽管疫情对其股价造成了疯狂的影响。不知何故，我真的很喜欢“革命性的植物性肉类由简单的成分制成，不含转基因生物、生物工程成分、激素、抗生素或胆固醇。”</blockquote></p><p>Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.</p><p><blockquote>当每个人都能拥有真正的肉类替代品时，他们可能不会喜欢肉类替代品。但我的感觉是，越来越多的人至少有时会拥有它，作为对环境的象征，或者出于对动物的热爱，或者出于健康原因。当他们这样做时，他们可能会考虑一个流行品牌的产品。尤其是当它在友好的麦当劳附近很容易买到时（MCD Quick QuoteMCD-免费报告）。或者肯德基，或者必胜客，或者塔可钟。</blockquote></p><p>So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.</p><p><blockquote>所以重要的是要记住，我们正处于非常时期。不寻常的事情发生在不寻常的时候。</blockquote></p><p>And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.</p><p><blockquote>如果这意味着像Beyond Meat这样的公司必须提供折扣、注销一些库存或吸收额外成本，那就这样吧。毕竟，没有人能预料到健康危机的到来，关闭所有的餐馆，把人们送到室内寻求保护。</blockquote></p><p>As investors, we should be thinking longer-term.</p><p><blockquote>作为投资者，我们应该从长计议。</blockquote></p><p>That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.</p><p><blockquote>这意味着尽管面临近期挑战，我们还是应该关注收入和盈利增长的长期潜力。</blockquote></p><p>Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).</p><p><blockquote>我们先来看营收。在刚刚报告的季度中，该公司的销售额较去年同期仅增长了3.5%，因为餐饮服务的疲软抵消了零售业（在美国和国际市场）的巨大增长。</blockquote></p><p>People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.</p><p><blockquote>人们通常在杂货店购买熟悉的品牌。因此，销售额的激增表明潜在需求强劲，品牌知名度不断提高。</blockquote></p><p>Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.</p><p><blockquote>好吧，所以它提供折扣。但主要竞争对手Impossible Foods也是如此。那里正在进行一场价格战，Impossible更具侵略性。管理层评论还表明，吸收上一季度低于产能运营带来的较高固定成本是疲软的更大驱动因素。</blockquote></p><p>The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.</p><p><blockquote>该公司还增加了IT基础设施，还增加了员工人数，以促进R&D和营销，并支持在欧洲和中国的国际扩张。它还增加了这两个国际市场的产能。</blockquote></p><p>So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.</p><p><blockquote>因此，一方面我们看到它正在建立自己的品牌和内部能力，另一方面，它正在与麦当劳、百胜餐饮集团（YUM Quick QuoteYUM-免费报告）和百事可乐（PEP Quick QuotePEP-免费报告）。当你主要向妈妈和爸爸销售时，生意会更加不确定。但是，当你向餐饮服务行业公认的领导者销售产品，这些领导者有更雄厚的财力来承受近期的问题，并且还在测试健康零食中的水分时，业务显然会更加稳定。</blockquote></p><p>But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.</p><p><blockquote>但如果Beyond Meat不是一个伟大的创新者，这一切都不会那么好。它在这方面取得了长足的进步。它已经从汉堡肉饼转向香肠和肉丸。它与麦当劳的协议包括共同开发植物性鸡肉、猪肉和鸡蛋的承诺。它与百胜的协议包括在不同的植物类别中创建签名菜单项。</blockquote></p><p>Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).</p><p><blockquote>Zacks目前预计该公司今年将扭亏为盈，同时收入增长53.8%。鉴于新交易和预期成本增加（在国际工厂开始生产应该会对成本产生缓解作用并减少物流复杂性），这两个数字都应该进行修订。</blockquote></p><p>While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.</p><p><blockquote>虽然过去一年的交易价格低于中值，但Beyond Meat股价并不便宜。所以我们可以等待一个更好的切入点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8d24f3c0541515034c6c9e016a8cabe3\" tg-width=\"620\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/stock/news/1270468/beyond-meat-prepares-for-a-high-growth-phase?art_rec=home-home-investment_ideas_stocks-ID12-txt-1129470\">zacks</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":{"BYND":"Beyond Meat, Inc."},"source_url":"https://www.zacks.com/stock/news/1270468/beyond-meat-prepares-for-a-high-growth-phase?art_rec=home-home-investment_ideas_stocks-ID12-txt-1129470","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198289081","content_text":"I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.As investors, we should be thinking longer-term.That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362119999,"gmtCreate":1614606468311,"gmtModify":1703478762906,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559818694287768","idStr":"3559818694287768"},"themes":[],"htmlText":"Cool cool cool","listText":"Cool cool cool","text":"Cool cool cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/362119999","repostId":"1186673716","repostType":4,"isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366864049,"gmtCreate":1614436782081,"gmtModify":1703477559932,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559818694287768","idStr":"3559818694287768"},"themes":[],"htmlText":"Hahahhahha","listText":"Hahahhahha","text":"Hahahhahha","images":[{"img":"https://static.tigerbbs.com/fd86f7679b22674bfd8acc51f9cf850e","width":"750","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366864049","isVote":1,"tweetType":1,"viewCount":3116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366862780,"gmtCreate":1614436568541,"gmtModify":1703477558406,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559818694287768","idStr":"3559818694287768"},"themes":[],"htmlText":"Interesting!","listText":"Interesting!","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366862780","repostId":"1116214152","repostType":2,"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361015277,"gmtCreate":1614178789099,"gmtModify":1634550842402,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559818694287768","idStr":"3559818694287768"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361015277","repostId":"1129467108","repostType":4,"repost":{"id":"1129467108","kind":"news","pubTimestamp":1614164417,"share":"https://www.laohu8.com/m/news/1129467108?lang=zh_CN&edition=full","pubTime":"2021-02-24 19:00","market":"us","language":"en","title":"Why J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129467108","media":"Barrons","summary":"Don’t worry. Be greedy.Even though investor fears are rising, and the stock market is getting bullie","content":"<p>Don’t worry. Be greedy.</p><p><blockquote>别担心。要贪心。</blockquote></p><p>Even though investor fears are rising, and the stock market is getting bullied by rising bond yields,J.P. Morganstrategists have told their clients that now is the time to embrace stocks.</p><p><blockquote>尽管投资者的担忧正在加剧，股市也受到债券收益率上升的欺负，但J.P.摩根策略师告诉他们的客户，现在是拥抱股票的时候了。</blockquote></p><p>TheS&P 500may be waffling around 3875, but the bank is standing by its 2021 year-end price target of 4400 on a range of 4200 to 4600. Its numbers aren’t merely some derivative of the stock market’s expected earnings. Instead, they reflect America’s economic reawakening after the Covid-19 pandemic.</p><p><blockquote>标准普尔500指数可能在3875点附近徘徊，但该行坚持2021年年底目标价4400点，区间为4200点至4600点。它的数字不仅仅是股市预期收益的一些衍生物。相反，它们反映了美国在Covid-19大流行后的经济复苏。</blockquote></p><p>Shawn Quigg, a J.P. Morgan derivatives strategist, recently told clients that there is little to stand in the way of the market’s achievement of “such gains sooner than later, particularly considering the numerous catalysts ahead, their impact on volatility, and the implications that will have on investor positioning.”</p><p><blockquote>摩根大通衍生品策略师肖恩·奎格(Shawn Quigg)最近告诉客户，市场实现“这种收益迟早会到来，特别是考虑到未来的众多催化剂、它们对波动性的影响以及对投资者定位的影响。”</blockquote></p><p>As President Joe Biden’s administration champions a $1.9 trillion stimulus program, and Covid-19 infections and hospitalizations decline, Quigg anticipates stocks surging. His view is somewhat at odds with recent trading. Stocks have declined as the 10-year Treasury note yield has increased to about 1.38%, a move that is fanning inflation fearsand worries about stock slumps.</p><p><blockquote>随着乔·拜登总统的政府支持1.9万亿美元的刺激计划，以及Covid-19感染和住院人数的下降，奎格预计股市将飙升。他的观点与近期交易有些出入。随着10年期国债收益率升至1.38%左右，股市下跌，此举加剧了通胀担忧和对股市暴跌的担忧。</blockquote></p><p>Quigg likes taking advantage of the fear and the pending stimulus program, which Biden has begun to defend against concerns that it is too large. In various interviews, the president has challenged critics to tell him what to cut at a time when so much of the nation is suffering. The Biden administration is now warning that the greatest risk isn’t a large stimulus package, but one that is too small and thus doesn’t meaningfully stimulate economic growth.</p><p><blockquote>奎格喜欢利用恐惧和悬而未决的刺激计划，拜登已经开始为该计划辩护，因为担心该计划规模过大。在各种采访中，总统挑战批评者告诉他，在这个国家如此多的人遭受苦难的时候，应该削减什么。拜登政府现在警告说，最大的风险不是大规模的刺激计划，而是规模太小，因此无法有意义地刺激经济增长。</blockquote></p><p>To position for the stock market to surge higher, Quigg advised clients to consider selling one of the SPDR S&P 500 ETF‘s (ticker: SPY) May $353 put options and buying 15 May $450 call options. When the ETF was at $392.39, the leveraged risk-reversal strategy—that is,selling one put and buying many more calls with a higher strike price but the same expiration—could be done for no cost. In other words, the money received for selling the put was enough to buy 15 bullish calls.</p><p><blockquote>为了让股市飙升，Quigg建议客户考虑出售SPDR标普500 ETF（股票代码：SPDR标普500指数ETF）5月353美元的看跌期权之一，并购买5月15日450美元的看涨期权期权。当ETF价格为392.39美元时，杠杆风险逆转策略——即卖出一份看跌期权并买入更多执行价格更高但到期日相同的评级——可以免费完成。换句话说，卖出看跌期权收到的钱足以买入15个看涨的评级。</blockquote></p><p>The trade expresses high conviction that the ETF—which was recently trading around $387—will reach $450 by May 21, when May options expire. At $460, the call is worth $10.</p><p><blockquote>该交易表明，该ETF（最近交易价格约为387美元）将在5月21日5月期权到期时达到450美元。看涨期权售价460美元，价值10美元。</blockquote></p><p>Should the ETF decline, say, because current fears push the market below the $353 strike price, investors would be obligated to buy it at the lower price, or to cover or adjust the puts.</p><p><blockquote>比方说，如果ETF下跌，因为当前的担忧将市场推至353美元的执行价格以下，投资者将有义务以较低的价格买入，或者回补或调整看跌期权。</blockquote></p><p>Quigg’s trade idea has a lot to admire.</p><p><blockquote>奎格的交易理念有很多值得钦佩的地方。</blockquote></p><p>For one, the trade carried zero cost when it was recommended late last week. Yes, prices have moved since the Feb. 18 note was published, but investors can recast strike prices to create similar pricing. The markets change, and that’s why there are so many different strike prices that are listed.</p><p><blockquote>其一，上周晚些时候推荐该交易时成本为零。是的，自2月18日的报告发布以来，价格已经发生了变化，但投资者可以重新调整执行价格以创建类似的定价。市场会发生变化，这就是为什么列出了这么多不同的执行价格。</blockquote></p><p>Moreover, if J.P. Morgan’s base view of the economic reawakening proves true, owning a bundle of upside calls that cost nothing could be quite lucrative. Should the market succumb to the current fears that are weakening prices, owning S&P 500 stocks at lower prices isn’t terrible, either.</p><p><blockquote>此外，如果摩根大通对经济复苏的基本观点被证明是正确的，那么拥有一批不需要花费任何成本的上行评级可能会非常有利可图。如果市场屈服于当前价格疲软的担忧，以较低的价格持有标普500股票也并不可怕。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-24 19:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Don’t worry. Be greedy.</p><p><blockquote>别担心。要贪心。</blockquote></p><p>Even though investor fears are rising, and the stock market is getting bullied by rising bond yields,J.P. Morganstrategists have told their clients that now is the time to embrace stocks.</p><p><blockquote>尽管投资者的担忧正在加剧，股市也受到债券收益率上升的欺负，但J.P.摩根策略师告诉他们的客户，现在是拥抱股票的时候了。</blockquote></p><p>TheS&P 500may be waffling around 3875, but the bank is standing by its 2021 year-end price target of 4400 on a range of 4200 to 4600. Its numbers aren’t merely some derivative of the stock market’s expected earnings. Instead, they reflect America’s economic reawakening after the Covid-19 pandemic.</p><p><blockquote>标准普尔500指数可能在3875点附近徘徊，但该行坚持2021年年底目标价4400点，区间为4200点至4600点。它的数字不仅仅是股市预期收益的一些衍生物。相反，它们反映了美国在Covid-19大流行后的经济复苏。</blockquote></p><p>Shawn Quigg, a J.P. Morgan derivatives strategist, recently told clients that there is little to stand in the way of the market’s achievement of “such gains sooner than later, particularly considering the numerous catalysts ahead, their impact on volatility, and the implications that will have on investor positioning.”</p><p><blockquote>摩根大通衍生品策略师肖恩·奎格(Shawn Quigg)最近告诉客户，市场实现“这种收益迟早会到来，特别是考虑到未来的众多催化剂、它们对波动性的影响以及对投资者定位的影响。”</blockquote></p><p>As President Joe Biden’s administration champions a $1.9 trillion stimulus program, and Covid-19 infections and hospitalizations decline, Quigg anticipates stocks surging. His view is somewhat at odds with recent trading. Stocks have declined as the 10-year Treasury note yield has increased to about 1.38%, a move that is fanning inflation fearsand worries about stock slumps.</p><p><blockquote>随着乔·拜登总统的政府支持1.9万亿美元的刺激计划，以及Covid-19感染和住院人数的下降，奎格预计股市将飙升。他的观点与近期交易有些出入。随着10年期国债收益率升至1.38%左右，股市下跌，此举加剧了通胀担忧和对股市暴跌的担忧。</blockquote></p><p>Quigg likes taking advantage of the fear and the pending stimulus program, which Biden has begun to defend against concerns that it is too large. In various interviews, the president has challenged critics to tell him what to cut at a time when so much of the nation is suffering. The Biden administration is now warning that the greatest risk isn’t a large stimulus package, but one that is too small and thus doesn’t meaningfully stimulate economic growth.</p><p><blockquote>奎格喜欢利用恐惧和悬而未决的刺激计划，拜登已经开始为该计划辩护，因为担心该计划规模过大。在各种采访中，总统挑战批评者告诉他，在这个国家如此多的人遭受苦难的时候，应该削减什么。拜登政府现在警告说，最大的风险不是大规模的刺激计划，而是规模太小，因此无法有意义地刺激经济增长。</blockquote></p><p>To position for the stock market to surge higher, Quigg advised clients to consider selling one of the SPDR S&P 500 ETF‘s (ticker: SPY) May $353 put options and buying 15 May $450 call options. When the ETF was at $392.39, the leveraged risk-reversal strategy—that is,selling one put and buying many more calls with a higher strike price but the same expiration—could be done for no cost. In other words, the money received for selling the put was enough to buy 15 bullish calls.</p><p><blockquote>为了让股市飙升，Quigg建议客户考虑出售SPDR标普500 ETF（股票代码：SPDR标普500指数ETF）5月353美元的看跌期权之一，并购买5月15日450美元的看涨期权期权。当ETF价格为392.39美元时，杠杆风险逆转策略——即卖出一份看跌期权并买入更多执行价格更高但到期日相同的评级——可以免费完成。换句话说，卖出看跌期权收到的钱足以买入15个看涨的评级。</blockquote></p><p>The trade expresses high conviction that the ETF—which was recently trading around $387—will reach $450 by May 21, when May options expire. At $460, the call is worth $10.</p><p><blockquote>该交易表明，该ETF（最近交易价格约为387美元）将在5月21日5月期权到期时达到450美元。看涨期权售价460美元，价值10美元。</blockquote></p><p>Should the ETF decline, say, because current fears push the market below the $353 strike price, investors would be obligated to buy it at the lower price, or to cover or adjust the puts.</p><p><blockquote>比方说，如果ETF下跌，因为当前的担忧将市场推至353美元的执行价格以下，投资者将有义务以较低的价格买入，或者回补或调整看跌期权。</blockquote></p><p>Quigg’s trade idea has a lot to admire.</p><p><blockquote>奎格的交易理念有很多值得钦佩的地方。</blockquote></p><p>For one, the trade carried zero cost when it was recommended late last week. Yes, prices have moved since the Feb. 18 note was published, but investors can recast strike prices to create similar pricing. The markets change, and that’s why there are so many different strike prices that are listed.</p><p><blockquote>其一，上周晚些时候推荐该交易时成本为零。是的，自2月18日的报告发布以来，价格已经发生了变化，但投资者可以重新调整执行价格以创建类似的定价。市场会发生变化，这就是为什么列出了这么多不同的执行价格。</blockquote></p><p>Moreover, if J.P. Morgan’s base view of the economic reawakening proves true, owning a bundle of upside calls that cost nothing could be quite lucrative. Should the market succumb to the current fears that are weakening prices, owning S&P 500 stocks at lower prices isn’t terrible, either.</p><p><blockquote>此外，如果摩根大通对经济复苏的基本观点被证明是正确的，那么拥有一批不需要花费任何成本的上行评级可能会非常有利可图。如果市场屈服于当前价格疲软的担忧，以较低的价格持有标普500股票也并不可怕。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-j-p-morgan-says-now-is-the-time-to-bet-on-the-s-p-500-51614090217?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/why-j-p-morgan-says-now-is-the-time-to-bet-on-the-s-p-500-51614090217?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129467108","content_text":"Don’t worry. Be greedy.Even though investor fears are rising, and the stock market is getting bullied by rising bond yields,J.P. Morganstrategists have told their clients that now is the time to embrace stocks.TheS&P 500may be waffling around 3875, but the bank is standing by its 2021 year-end price target of 4400 on a range of 4200 to 4600. Its numbers aren’t merely some derivative of the stock market’s expected earnings. Instead, they reflect America’s economic reawakening after the Covid-19 pandemic.Shawn Quigg, a J.P. Morgan derivatives strategist, recently told clients that there is little to stand in the way of the market’s achievement of “such gains sooner than later, particularly considering the numerous catalysts ahead, their impact on volatility, and the implications that will have on investor positioning.”As President Joe Biden’s administration champions a $1.9 trillion stimulus program, and Covid-19 infections and hospitalizations decline, Quigg anticipates stocks surging. His view is somewhat at odds with recent trading. Stocks have declined as the 10-year Treasury note yield has increased to about 1.38%, a move that is fanning inflation fearsand worries about stock slumps.Quigg likes taking advantage of the fear and the pending stimulus program, which Biden has begun to defend against concerns that it is too large. In various interviews, the president has challenged critics to tell him what to cut at a time when so much of the nation is suffering. The Biden administration is now warning that the greatest risk isn’t a large stimulus package, but one that is too small and thus doesn’t meaningfully stimulate economic growth.To position for the stock market to surge higher, Quigg advised clients to consider selling one of the SPDR S&P 500 ETF‘s (ticker: SPY) May $353 put options and buying 15 May $450 call options. When the ETF was at $392.39, the leveraged risk-reversal strategy—that is,selling one put and buying many more calls with a higher strike price but the same expiration—could be done for no cost. In other words, the money received for selling the put was enough to buy 15 bullish calls.The trade expresses high conviction that the ETF—which was recently trading around $387—will reach $450 by May 21, when May options expire. At $460, the call is worth $10.Should the ETF decline, say, because current fears push the market below the $353 strike price, investors would be obligated to buy it at the lower price, or to cover or adjust the puts.Quigg’s trade idea has a lot to admire.For one, the trade carried zero cost when it was recommended late last week. Yes, prices have moved since the Feb. 18 note was published, but investors can recast strike prices to create similar pricing. The markets change, and that’s why there are so many different strike prices that are listed.Moreover, if J.P. Morgan’s base view of the economic reawakening proves true, owning a bundle of upside calls that cost nothing could be quite lucrative. Should the market succumb to the current fears that are weakening prices, owning S&P 500 stocks at lower prices isn’t terrible, either.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}