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phanghuiying
phanghuiying
·
2021-02-10
HMM
非常抱歉,此主贴已删除
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phanghuiying
phanghuiying
·
2021-02-09
not relevant at all
Forget About Cars. Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</blockquote>
Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.That one comes cour
Forget About Cars. Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</blockquote>
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phanghuiying
phanghuiying
·
2021-02-05
Nice!
非常抱歉,此主贴已删除
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phanghuiying
phanghuiying
·
2021-02-01
Apple :)
Apple Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?<blockquote>苹果与微软:现在哪个科技股更值得购买?</blockquote>
Could The Big Tech Earnings Supercharge Your Portfolio?This has been a major week forBig Tech Stocks
Apple Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?<blockquote>苹果与微软:现在哪个科技股更值得购买?</blockquote>
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phanghuiying
phanghuiying
·
2021-02-01
nice
GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>
Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock
GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>
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Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190885543","media":"Barrons","summary":"Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.That one comes cour","content":"<p>Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.</p><p><blockquote>现在有个主意。也许苹果应该进入加密货币交易业务。</blockquote></p><p>That one comes courtesy of RBC Capital analyst Mitch Steves, who picked up coverage of Apple shares on Monday with an Outperform rating, lifting the firm’s target for the share price to $171, from $154. Apple stock was up 0.1% to $136.91.</p><p><blockquote>这是由加拿大皇家银行资本(RBC Capital)分析师米奇·史蒂夫斯(Mitch Steves)提供的,他周一对苹果股票给予了跑赢大盘的评级,将该公司的股价目标从154美元上调至171美元。苹果股价上涨0.1%,至136.91美元。</blockquote></p><p>The hot topic on Apple lately has been speculation that the company is nearing a deal with Hyundai on creating anApple Car(or maybe an iCar, MacCar, or Jobsmobile.) Steves thinks that a car might make sense eventually, but he is more intrigued by the idea that Apple could dip its toe into the cryptocurrency markets.</p><p><blockquote>最近苹果上的热门话题是猜测该公司即将与现代汽车就制造苹果汽车(或者iCar、MacCar或Jobsmobile)达成协议。史蒂夫斯认为汽车最终可能会有意义,但他更感兴趣的是苹果可能涉足加密货币市场的想法。</blockquote></p><p>“When we look at Apple as an ecosystem player we note that the firm has industry-leading software, security and a 1.5B installed base [of hardware devices],” he wrote in a research note.In its recent December-quarter earnings announcement, Apple disclosed that the installed base of iPhones alone is now above 1 billion.</p><p><blockquote>“当我们将苹果视为生态系统参与者时,我们注意到该公司拥有行业领先的软件、安全性和1.5 B的[硬件设备]安装基础,”他在一份研究报告中写道。苹果在最近的12月季度财报中透露,仅iPhone的安装量就超过了10亿部。</blockquote></p><p>Steves agrees that an electric car could be a long-term opportunity, but he cautioned that competing with Tesla is a higher-risk proposition, which is likely to require more than $10 billion in research and development costs. He sees a better opportunity in leveragingApple Wallet, software on every iPhone that is used to manage Apple Pay, airline and event tickets, and other items.</p><p><blockquote>Steves同意电动汽车可能是一个长期机会,但他警告说,与特斯拉竞争是一个风险更高的命题,可能需要超过100亿美元的研发成本。他看到了利用Apple Wallet的更好机会,Apple Wallet是每部iPhone上用于管理苹果支付、机票和活动门票以及其他项目的软件。</blockquote></p><p>Were Apple to enter the crypto-exchange business, Steves said, they would “immediately gain market share and disrupt the industry.” He noted that Square (SQ) generates about $1.6 billion a quarter from Bitcoin-related revenue on an installed base of about 30 million.</p><p><blockquote>史蒂夫斯表示,如果苹果进入加密货币交易业务,他们将“立即获得市场份额并颠覆该行业”。他指出,Square(SQ)每季度从比特币相关收入中产生约16亿美元,安装基数约为3000万。</blockquote></p><p>Apple, he said, has an installed base of more than 1.5 billion. If you assume 200 million users transact, he said, that would be 6.7 times the size of Square. On that basis, he concluded that the opportunity for Apple could be more than $40 billion a year, potentially boosting the top line by about 15%.</p><p><blockquote>他说,苹果的装机容量超过15亿。他说,如果假设有2亿用户进行交易,那么这将是Square规模的6.7倍。在此基础上,他得出结论,苹果每年的机会可能超过400亿美元,有可能将营收提高约15%。</blockquote></p><p>And Steves said the “best part” is that the required R&D cost “would be de minimis,” pointing out that Square’s entire R&D budget is under $1 billion. “Net Net: fundamentals at Apple remain secure with a cash flowing business related to iPhones, peripherals, computers and services,” he wrote. “However, the firm could unlock a multi-billion dollar opportunity with a few clicks while investing into next generation chips as well.”</p><p><blockquote>Steves表示,“最好的部分”是所需的研发成本“将是微乎其微的”,并指出Square的整个研发预算不到10亿美元。他写道:“净净:苹果的基本面仍然稳固,与iPhone、外围设备、电脑和服务相关的现金流业务。”“然而,该公司只需点击几下鼠标就可以释放数十亿美元的机会,同时投资下一代芯片。”</blockquote></p><p>He also says a move by Apple to buy $1 billion of Bitcoin would boost interest in Apple Exchange, or whatever the theoretical cryptocurrency-trading venue would be called. “Where would the price of bitcoin go if Apple purchase the asset?” he wrote. “Likely up.”</p><p><blockquote>他还表示,苹果购买10亿美元比特币的举动将提高人们对苹果交易所或任何理论上的加密货币交易场所的兴趣。“如果苹果购买该资产,比特币的价格会走向何方?”他写道。“可能会涨。”</blockquote></p><p>The note arrived the same day thatTesla announced it has purchased $1.5 billion in Bitcoin, and that it would start accepting the currency for payments. Bitcoin was up 12.8%, to $43,037 on the Tesla news. Imagine what would happen if Apple jumped into the fray.</p><p><blockquote>这张纸条发出的同一天,特斯拉宣布已购买15亿美元的比特币股票,并将开始接受该货币进行支付。受特斯拉消息影响,比特币股价上涨12.8%,至43,037美元。想象一下,如果苹果加入战斗会发生什么。</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>Forget About Cars. Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</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\">\nForget About Cars. Apple Should Launch a Crypto Exchange, Analyst Says.<blockquote>忘了汽车吧。分析师表示,苹果应该推出加密货币交易所。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-09 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.</p><p><blockquote>现在有个主意。也许苹果应该进入加密货币交易业务。</blockquote></p><p>That one comes courtesy of RBC Capital analyst Mitch Steves, who picked up coverage of Apple shares on Monday with an Outperform rating, lifting the firm’s target for the share price to $171, from $154. Apple stock was up 0.1% to $136.91.</p><p><blockquote>这是由加拿大皇家银行资本(RBC Capital)分析师米奇·史蒂夫斯(Mitch Steves)提供的,他周一对苹果股票给予了跑赢大盘的评级,将该公司的股价目标从154美元上调至171美元。苹果股价上涨0.1%,至136.91美元。</blockquote></p><p>The hot topic on Apple lately has been speculation that the company is nearing a deal with Hyundai on creating anApple Car(or maybe an iCar, MacCar, or Jobsmobile.) Steves thinks that a car might make sense eventually, but he is more intrigued by the idea that Apple could dip its toe into the cryptocurrency markets.</p><p><blockquote>最近苹果上的热门话题是猜测该公司即将与现代汽车就制造苹果汽车(或者iCar、MacCar或Jobsmobile)达成协议。史蒂夫斯认为汽车最终可能会有意义,但他更感兴趣的是苹果可能涉足加密货币市场的想法。</blockquote></p><p>“When we look at Apple as an ecosystem player we note that the firm has industry-leading software, security and a 1.5B installed base [of hardware devices],” he wrote in a research note.In its recent December-quarter earnings announcement, Apple disclosed that the installed base of iPhones alone is now above 1 billion.</p><p><blockquote>“当我们将苹果视为生态系统参与者时,我们注意到该公司拥有行业领先的软件、安全性和1.5 B的[硬件设备]安装基础,”他在一份研究报告中写道。苹果在最近的12月季度财报中透露,仅iPhone的安装量就超过了10亿部。</blockquote></p><p>Steves agrees that an electric car could be a long-term opportunity, but he cautioned that competing with Tesla is a higher-risk proposition, which is likely to require more than $10 billion in research and development costs. He sees a better opportunity in leveragingApple Wallet, software on every iPhone that is used to manage Apple Pay, airline and event tickets, and other items.</p><p><blockquote>Steves同意电动汽车可能是一个长期机会,但他警告说,与特斯拉竞争是一个风险更高的命题,可能需要超过100亿美元的研发成本。他看到了利用Apple Wallet的更好机会,Apple Wallet是每部iPhone上用于管理苹果支付、机票和活动门票以及其他项目的软件。</blockquote></p><p>Were Apple to enter the crypto-exchange business, Steves said, they would “immediately gain market share and disrupt the industry.” He noted that Square (SQ) generates about $1.6 billion a quarter from Bitcoin-related revenue on an installed base of about 30 million.</p><p><blockquote>史蒂夫斯表示,如果苹果进入加密货币交易业务,他们将“立即获得市场份额并颠覆该行业”。他指出,Square(SQ)每季度从比特币相关收入中产生约16亿美元,安装基数约为3000万。</blockquote></p><p>Apple, he said, has an installed base of more than 1.5 billion. If you assume 200 million users transact, he said, that would be 6.7 times the size of Square. On that basis, he concluded that the opportunity for Apple could be more than $40 billion a year, potentially boosting the top line by about 15%.</p><p><blockquote>他说,苹果的装机容量超过15亿。他说,如果假设有2亿用户进行交易,那么这将是Square规模的6.7倍。在此基础上,他得出结论,苹果每年的机会可能超过400亿美元,有可能将营收提高约15%。</blockquote></p><p>And Steves said the “best part” is that the required R&D cost “would be de minimis,” pointing out that Square’s entire R&D budget is under $1 billion. “Net Net: fundamentals at Apple remain secure with a cash flowing business related to iPhones, peripherals, computers and services,” he wrote. “However, the firm could unlock a multi-billion dollar opportunity with a few clicks while investing into next generation chips as well.”</p><p><blockquote>Steves表示,“最好的部分”是所需的研发成本“将是微乎其微的”,并指出Square的整个研发预算不到10亿美元。他写道:“净净:苹果的基本面仍然稳固,与iPhone、外围设备、电脑和服务相关的现金流业务。”“然而,该公司只需点击几下鼠标就可以释放数十亿美元的机会,同时投资下一代芯片。”</blockquote></p><p>He also says a move by Apple to buy $1 billion of Bitcoin would boost interest in Apple Exchange, or whatever the theoretical cryptocurrency-trading venue would be called. “Where would the price of bitcoin go if Apple purchase the asset?” he wrote. “Likely up.”</p><p><blockquote>他还表示,苹果购买10亿美元比特币的举动将提高人们对苹果交易所或任何理论上的加密货币交易场所的兴趣。“如果苹果购买该资产,比特币的价格会走向何方?”他写道。“可能会涨。”</blockquote></p><p>The note arrived the same day thatTesla announced it has purchased $1.5 billion in Bitcoin, and that it would start accepting the currency for payments. Bitcoin was up 12.8%, to $43,037 on the Tesla news. Imagine what would happen if Apple jumped into the fray.</p><p><blockquote>这张纸条发出的同一天,特斯拉宣布已购买15亿美元的比特币股票,并将开始接受该货币进行支付。受特斯拉消息影响,比特币股价上涨12.8%,至43,037美元。想象一下,如果苹果加入战斗会发生什么。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/forget-about-cars-apple-should-launch-a-crypto-exchange-analyst-says-51612814633?mod=hp_DAY_8\">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":{"GBTC":"比特币ETF-Grayscale","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/forget-about-cars-apple-should-launch-a-crypto-exchange-analyst-says-51612814633?mod=hp_DAY_8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190885543","content_text":"Now here’s an idea. Maybe Apple should get into cryptocurrency-exchange business.That one comes courtesy of RBC Capital analyst Mitch Steves, who picked up coverage of Apple shares on Monday with an Outperform rating, lifting the firm’s target for the share price to $171, from $154. Apple stock was up 0.1% to $136.91.The hot topic on Apple lately has been speculation that the company is nearing a deal with Hyundai on creating anApple Car(or maybe an iCar, MacCar, or Jobsmobile.) Steves thinks that a car might make sense eventually, but he is more intrigued by the idea that Apple could dip its toe into the cryptocurrency markets.“When we look at Apple as an ecosystem player we note that the firm has industry-leading software, security and a 1.5B installed base [of hardware devices],” he wrote in a research note.In its recent December-quarter earnings announcement, Apple disclosed that the installed base of iPhones alone is now above 1 billion.Steves agrees that an electric car could be a long-term opportunity, but he cautioned that competing with Tesla is a higher-risk proposition, which is likely to require more than $10 billion in research and development costs. He sees a better opportunity in leveragingApple Wallet, software on every iPhone that is used to manage Apple Pay, airline and event tickets, and other items.Were Apple to enter the crypto-exchange business, Steves said, they would “immediately gain market share and disrupt the industry.” He noted that Square (SQ) generates about $1.6 billion a quarter from Bitcoin-related revenue on an installed base of about 30 million.Apple, he said, has an installed base of more than 1.5 billion. If you assume 200 million users transact, he said, that would be 6.7 times the size of Square. On that basis, he concluded that the opportunity for Apple could be more than $40 billion a year, potentially boosting the top line by about 15%.And Steves said the “best part” is that the required R&D cost “would be de minimis,” pointing out that Square’s entire R&D budget is under $1 billion. “Net Net: fundamentals at Apple remain secure with a cash flowing business related to iPhones, peripherals, computers and services,” he wrote. “However, the firm could unlock a multi-billion dollar opportunity with a few clicks while investing into next generation chips as well.”He also says a move by Apple to buy $1 billion of Bitcoin would boost interest in Apple Exchange, or whatever the theoretical cryptocurrency-trading venue would be called. “Where would the price of bitcoin go if Apple purchase the asset?” he wrote. “Likely up.”The note arrived the same day thatTesla announced it has purchased $1.5 billion in Bitcoin, and that it would start accepting the currency for payments. Bitcoin was up 12.8%, to $43,037 on the Tesla news. Imagine what would happen if Apple jumped into the fray.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BTCmain":0.9,"XBTmain":0.9,"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380904463,"gmtCreate":1612499153152,"gmtModify":1703762751989,"author":{"id":"3561105062822231","authorId":"3561105062822231","name":"phanghuiying","avatar":"https://static.tigerbbs.com/1e6de359b1f4fa96675ee77832707304","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561105062822231","idStr":"3561105062822231"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380904463","repostId":"2108715201","repostType":4,"isVote":1,"tweetType":1,"viewCount":2293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312504140,"gmtCreate":1612162818980,"gmtModify":1703758086823,"author":{"id":"3561105062822231","authorId":"3561105062822231","name":"phanghuiying","avatar":"https://static.tigerbbs.com/1e6de359b1f4fa96675ee77832707304","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561105062822231","idStr":"3561105062822231"},"themes":[],"htmlText":"Apple :)","listText":"Apple :)","text":"Apple :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312504140","repostId":"1152120826","repostType":4,"repost":{"id":"1152120826","kind":"news","pubTimestamp":1611898550,"share":"https://www.laohu8.com/m/news/1152120826?lang=zh_CN&edition=full","pubTime":"2021-01-29 13:35","market":"sg","language":"en","title":"Apple Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?<blockquote>苹果与微软:现在哪个科技股更值得购买?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152120826","media":"Nasdaq","summary":"Could The Big Tech Earnings Supercharge Your Portfolio?This has been a major week forBig Tech Stocks","content":"<p>Could The Big Tech Earnings Supercharge Your Portfolio?</p><p><blockquote>大型科技公司的盈利能否增强您的投资组合?</blockquote></p><p>This has been a major week forBig Tech Stocksreleasing their earnings. Yet, markets took a turn on Wednesday. Major stock indexes suffered their sharpest one-day losses since October. This came amid concerns about COVID-19 vaccine distribution. And at the same time, Wall Street is captivated by insane rallies from GameStop (NYSE: GME) and AMC Entertainment (NYSE: AMC).</p><p><blockquote>对于大型科技股来说,这是发布财报的重要一周。然而,周三市场出现了转机。主要股指遭遇10月以来最大单日跌幅。这是出于对新冠肺炎疫苗分发的担忧。与此同时,华尔街被游戏驿站(纽约证券交易所股票代码:GME)和AMC院线(纽约证券交易所股票代码:AMC)的疯狂反弹所吸引。</blockquote></p><p>Sponsored LinksVolatility means opportunity. Start trading today!IC Markets</p><p><blockquote>赞助链接波动性意味着机会。今天就开始交易!集成电路市场</blockquote></p><p>When irrational market reactions happen, most of us can’t help but get distracted from the main events that are taking place in thestock market. Today, we are not going to talk about the brinkmanship between Wall Street andReddit investors. Rather, we are going to focus on the tech giants who have been competing neck-to-neck for the past 4 decades. Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) may not be competing on the same thing today. Still, the rivalry between thesetop tech stockscontinues. Apple remains a leader in the smartphone and wearables. Whereas, Microsoft has successfully transformed itself into a cloud company.</p><p><blockquote>当非理性的市场反应发生时,我们大多数人都会情不自禁地从股市中发生的主要事件中分心。今天,我们不打算谈论华尔街和Reddit投资者之间的边缘政策。相反,我们将关注过去40年来一直并驾齐驱的科技巨头。苹果(纳斯达克股票代码:AAPL)和微软(纳斯达克股票代码:MSFT)今天可能不会在同一件事上竞争。尽管如此,这些顶级科技股之间的竞争仍在继续。苹果仍然是智能手机和可穿戴设备领域的领导者。然而,微软已经成功转型为一家云公司。</blockquote></p><p>Now, Apple and Microsoft are two of the most valuable companies in the world. Choosing between these two giants probably is one difficult task to do. Of course, you don’t have to pick one between the two. But what if you do? Let’s take a look at their recent results.</p><p><blockquote>现在,苹果和微软是世界上最有价值的两家公司。在这两个巨头之间做出选择可能是一项艰巨的任务。当然,你不必在两者之间选择一个。但如果你这么做了呢?让我们来看看他们最近的结果。</blockquote></p><p>Microsoft Hits $40 Billion In Quarterly Sales For First Time</p><p><blockquote>微软季度销售额首次突破400亿美元</blockquote></p><p>Microsoft keeps going from strength to strength. Its latest quarterly report was a blast, to say the least. Revenue accelerated an impressive 17%, an exceptional rate for a company this size. That’s because it’s often assumed that a company will inevitably decelerate in growth as it becomes larger. However, Microsoft has proven that’s not always the case. In fact, it’s worth mentioning that the company’s net income rose by 33% year-over-year to $15.5 billion. If you look at the earnings alone, you would know that Microsoft’s quarter was strong across the board. With that all in mind, MSFT stock does seem like a solid investment.</p><p><blockquote>微软不断壮大。至少可以说,其最新的季度报告令人震惊。收入增长了令人印象深刻的17%,对于这种规模的公司来说,这是一个非凡的速度。这是因为人们通常认为,随着公司规模的扩大,增长将不可避免地放缓。然而,微软已经证明情况并非总是如此。事实上,值得一提的是,该公司净利润同比增长33%,达到155亿美元。如果你只看收益,你就会知道微软的季度整体强劲。考虑到所有这些,MSFT股票似乎确实是一项可靠的投资。</blockquote></p><p>Sure, Microsoft was growing at a healthy rate of 12%-14% for the past few years. Given its gigantic size, investors would love to know if the growth rate is sustainable, or even accelerating this rate. Among them, the highlight would be the revenue for its Intelligent Cloud, which hit $14.6 billion. That represents an increase of 23% from a year ago.</p><p><blockquote>当然,微软在过去几年中以12%-14%的健康速度增长。鉴于其巨大的规模,投资者很想知道增长率是否可持续,甚至是否会加快这一速度。其中,亮点将是其智能云的收入,达到146亿美元。这比一年前增加了23%。</blockquote></p><p>This is likely due to more people working from home, and companies transitioning to the cloud to accommodate remote working. Many are expecting the cloud segment to drive Microsoft’s overall growth rate in the future.</p><p><blockquote>这可能是由于越来越多的人在家工作,以及公司过渡到云以适应远程工作。许多人预计云领域将推动微软未来的整体增长率。</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 Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?<blockquote>苹果与微软:现在哪个科技股更值得购买?</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 Vs Microsoft: Which Is A Better Tech Stock To Buy Right Now?<blockquote>苹果与微软:现在哪个科技股更值得购买?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-01-29 13:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Could The Big Tech Earnings Supercharge Your Portfolio?</p><p><blockquote>大型科技公司的盈利能否增强您的投资组合?</blockquote></p><p>This has been a major week forBig Tech Stocksreleasing their earnings. Yet, markets took a turn on Wednesday. Major stock indexes suffered their sharpest one-day losses since October. This came amid concerns about COVID-19 vaccine distribution. And at the same time, Wall Street is captivated by insane rallies from GameStop (NYSE: GME) and AMC Entertainment (NYSE: AMC).</p><p><blockquote>对于大型科技股来说,这是发布财报的重要一周。然而,周三市场出现了转机。主要股指遭遇10月以来最大单日跌幅。这是出于对新冠肺炎疫苗分发的担忧。与此同时,华尔街被游戏驿站(纽约证券交易所股票代码:GME)和AMC院线(纽约证券交易所股票代码:AMC)的疯狂反弹所吸引。</blockquote></p><p>Sponsored LinksVolatility means opportunity. Start trading today!IC Markets</p><p><blockquote>赞助链接波动性意味着机会。今天就开始交易!集成电路市场</blockquote></p><p>When irrational market reactions happen, most of us can’t help but get distracted from the main events that are taking place in thestock market. Today, we are not going to talk about the brinkmanship between Wall Street andReddit investors. Rather, we are going to focus on the tech giants who have been competing neck-to-neck for the past 4 decades. Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) may not be competing on the same thing today. Still, the rivalry between thesetop tech stockscontinues. Apple remains a leader in the smartphone and wearables. Whereas, Microsoft has successfully transformed itself into a cloud company.</p><p><blockquote>当非理性的市场反应发生时,我们大多数人都会情不自禁地从股市中发生的主要事件中分心。今天,我们不打算谈论华尔街和Reddit投资者之间的边缘政策。相反,我们将关注过去40年来一直并驾齐驱的科技巨头。苹果(纳斯达克股票代码:AAPL)和微软(纳斯达克股票代码:MSFT)今天可能不会在同一件事上竞争。尽管如此,这些顶级科技股之间的竞争仍在继续。苹果仍然是智能手机和可穿戴设备领域的领导者。然而,微软已经成功转型为一家云公司。</blockquote></p><p>Now, Apple and Microsoft are two of the most valuable companies in the world. Choosing between these two giants probably is one difficult task to do. Of course, you don’t have to pick one between the two. But what if you do? Let’s take a look at their recent results.</p><p><blockquote>现在,苹果和微软是世界上最有价值的两家公司。在这两个巨头之间做出选择可能是一项艰巨的任务。当然,你不必在两者之间选择一个。但如果你这么做了呢?让我们来看看他们最近的结果。</blockquote></p><p>Microsoft Hits $40 Billion In Quarterly Sales For First Time</p><p><blockquote>微软季度销售额首次突破400亿美元</blockquote></p><p>Microsoft keeps going from strength to strength. Its latest quarterly report was a blast, to say the least. Revenue accelerated an impressive 17%, an exceptional rate for a company this size. That’s because it’s often assumed that a company will inevitably decelerate in growth as it becomes larger. However, Microsoft has proven that’s not always the case. In fact, it’s worth mentioning that the company’s net income rose by 33% year-over-year to $15.5 billion. If you look at the earnings alone, you would know that Microsoft’s quarter was strong across the board. With that all in mind, MSFT stock does seem like a solid investment.</p><p><blockquote>微软不断壮大。至少可以说,其最新的季度报告令人震惊。收入增长了令人印象深刻的17%,对于这种规模的公司来说,这是一个非凡的速度。这是因为人们通常认为,随着公司规模的扩大,增长将不可避免地放缓。然而,微软已经证明情况并非总是如此。事实上,值得一提的是,该公司净利润同比增长33%,达到155亿美元。如果你只看收益,你就会知道微软的季度整体强劲。考虑到所有这些,MSFT股票似乎确实是一项可靠的投资。</blockquote></p><p>Sure, Microsoft was growing at a healthy rate of 12%-14% for the past few years. Given its gigantic size, investors would love to know if the growth rate is sustainable, or even accelerating this rate. Among them, the highlight would be the revenue for its Intelligent Cloud, which hit $14.6 billion. That represents an increase of 23% from a year ago.</p><p><blockquote>当然,微软在过去几年中以12%-14%的健康速度增长。鉴于其巨大的规模,投资者很想知道增长率是否可持续,甚至是否会加快这一速度。其中,亮点将是其智能云的收入,达到146亿美元。这比一年前增加了23%。</blockquote></p><p>This is likely due to more people working from home, and companies transitioning to the cloud to accommodate remote working. Many are expecting the cloud segment to drive Microsoft’s overall growth rate in the future.</p><p><blockquote>这可能是由于越来越多的人在家工作,以及公司过渡到云以适应远程工作。许多人预计云领域将推动微软未来的整体增长率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/apple-aapl-vs-microsoft-msft%3A-which-is-a-better-tech-stock-to-buy-right-now-2021-01-28\">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":{},"source_url":"https://www.nasdaq.com/articles/apple-aapl-vs-microsoft-msft%3A-which-is-a-better-tech-stock-to-buy-right-now-2021-01-28","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152120826","content_text":"Could The Big Tech Earnings Supercharge Your Portfolio?This has been a major week forBig Tech Stocksreleasing their earnings. Yet, markets took a turn on Wednesday. Major stock indexes suffered their sharpest one-day losses since October. This came amid concerns about COVID-19 vaccine distribution. And at the same time, Wall Street is captivated by insane rallies from GameStop (NYSE: GME) and AMC Entertainment (NYSE: AMC).Sponsored LinksVolatility means opportunity. Start trading today!IC MarketsWhen irrational market reactions happen, most of us can’t help but get distracted from the main events that are taking place in thestock market. Today, we are not going to talk about the brinkmanship between Wall Street andReddit investors. Rather, we are going to focus on the tech giants who have been competing neck-to-neck for the past 4 decades. Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) may not be competing on the same thing today. Still, the rivalry between thesetop tech stockscontinues. Apple remains a leader in the smartphone and wearables. Whereas, Microsoft has successfully transformed itself into a cloud company.Now, Apple and Microsoft are two of the most valuable companies in the world. Choosing between these two giants probably is one difficult task to do. Of course, you don’t have to pick one between the two. But what if you do? Let’s take a look at their recent results.Microsoft Hits $40 Billion In Quarterly Sales For First TimeMicrosoft keeps going from strength to strength. Its latest quarterly report was a blast, to say the least. Revenue accelerated an impressive 17%, an exceptional rate for a company this size. That’s because it’s often assumed that a company will inevitably decelerate in growth as it becomes larger. However, Microsoft has proven that’s not always the case. In fact, it’s worth mentioning that the company’s net income rose by 33% year-over-year to $15.5 billion. If you look at the earnings alone, you would know that Microsoft’s quarter was strong across the board. With that all in mind, MSFT stock does seem like a solid investment.Sure, Microsoft was growing at a healthy rate of 12%-14% for the past few years. Given its gigantic size, investors would love to know if the growth rate is sustainable, or even accelerating this rate. Among them, the highlight would be the revenue for its Intelligent Cloud, which hit $14.6 billion. That represents an increase of 23% from a year ago.This is likely due to more people working from home, and companies transitioning to the cloud to accommodate remote working. Many are expecting the cloud segment to drive Microsoft’s overall growth rate in the future.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312502260,"gmtCreate":1612162561650,"gmtModify":1703758084238,"author":{"id":"3561105062822231","authorId":"3561105062822231","name":"phanghuiying","avatar":"https://static.tigerbbs.com/1e6de359b1f4fa96675ee77832707304","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561105062822231","idStr":"3561105062822231"},"themes":[],"htmlText":"nice ","listText":"nice ","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312502260","repostId":"1127084130","repostType":4,"repost":{"id":"1127084130","kind":"news","pubTimestamp":1612160908,"share":"https://www.laohu8.com/m/news/1127084130?lang=zh_CN&edition=full","pubTime":"2021-02-01 14:28","market":"us","language":"en","title":"GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127084130","media":"marketwatch","summary":"Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock ","content":"<p>Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.</p><p><blockquote>据该公司知情人士透露,对冲基金梅尔文资本管理公司(Melvin Capital Management)在最近被严重做空股票的股价飙升中首当其冲地遭受了损失,该公司1月份损失了53%。</blockquote></p><p> Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.</p><p><blockquote>Melvin由对冲基金巨头Steven A.Cohen的前明星投资组合经理Gabe Plotkin创立。今年年初,它的收入约为125亿美元,现在已超过80亿美元。目前的数字包括Citadel LLC、其合作伙伴和科恩先生的Point72资产管理公司上周一注入对冲基金的27.5亿美元应急资金。</blockquote></p><p> As part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.</p><p><blockquote>作为交易的一部分,他们获得了梅尔文三年的非控制性收入份额。到目前为止,Citadel、其合作伙伴和Point72已经在这笔交易中亏损,尽管周日尚不清楚具体亏损范围。</blockquote></p><p> Melvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.</p><p><blockquote>一位客户表示,梅尔文已经大幅降低了其投资组合的风险。熟悉该对冲基金的人士表示,其杠杆率(其资产价值与来自投资者的资本之比)是自梅尔文2014年成立以来的最低水平。他们还表示,该公司的头寸流动性,即轻松退出投资组合中证券的能力,已显着增加。</blockquote></p><p> New and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.</p><p><blockquote>据知情人士透露,新老客户已于2月1日签约向Melvin投资。目前还不清楚他们会增加多少。</blockquote></p><p> Melvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.</p><p><blockquote>近年来,Melvin已成为华尔街顶级对冲基金之一,但最近几周,游戏驿站公司的空头头寸对该公司造成了损害。损失不仅限于游戏驿站,在一月份的市场动荡期间,其整个投资组合都出现了下跌。梅尔文在上一季度的监管文件中公开披露持有看跌期权(通常随着股市下跌而获利的看跌合约)的头寸飙升,而其持有的公司头寸则遭到抛售。</blockquote></p><p> Bed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.</p><p><blockquote>Bed Bath&Beyond Inc.、纽约上市的中文家教公司跟谁学公司和National Beverage Corp.上周分别较周内高点上涨78.4%、62%和99%。与此同时,Booking Holdings Inc.和Expedia Group Inc.分别下跌9.9%和13.4%,跌至周内低点。</blockquote></p><p> Traders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.</p><p><blockquote>交易员表示,随着游戏驿站继续飙升——从30美元飙升至75美元甚至更高——出现了传染效应。经理们对空头头寸的价值将停止上涨失去了信心,并回补了大量做空的股票,担心社交媒体推动的投资者会专注于他们做空的公司。他们还开始减持公司股份,以降低投资组合的风险,从而伤害了这些公司的其他投资者。仅上周,游戏驿站股价就飙升了四倍多。</blockquote></p><p> \"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.</p><p><blockquote>摩根士丹利上周给其交易客户的一份报告中写道:“业绩痛苦……已经打破了记录。”</blockquote></p><p> Indeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.</p><p><blockquote>事实上,根据摩根士丹利和高盛的客户报告,对冲基金上周通过回补空头和抛售对公司的押注来撤回美国股市敞口的程度几乎每天都创下了各种记录。高盛集团周三表示,这种所谓的去毛导致基金杠杆使用出现有记录以来的最大单日降幅。</blockquote></p><p> Maplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.</p><p><blockquote>Maplelane Capital是另一家本月遭受重大损失的对冲基金,一位知情人士表示,截至1月份,该基金的损失约为45%。今年年初,它管理着约35亿美元。</blockquote></p><p> The frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.</p><p><blockquote>狂热的交易使游戏驿站、AMC院线控股公司和黑莓有限公司跻身美国市场交易量最大的股票行列,并引起了白宫和监管机构的注意,也打击了著名对冲基金Point72和D1 Capital Partners。</blockquote></p><p> D1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.</p><p><blockquote>据该基金知情人士透露,D1本月末下跌约20%,做空AMC和游戏驿站。其中一位知情人士表示,D1已于周三上午退出这两个头寸,但这些只是造成损失的小因素。一个更重要的因素是旅游相关公司的股价下跌。</blockquote></p><p> Some fund managers say the episode is likely to change how the industry works.</p><p><blockquote>一些基金经理表示,这一事件可能会改变该行业的运作方式。</blockquote></p><p> Fewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.</p><p><blockquote>他们表示,可能通过披露看跌期权来凸显其看跌头寸的对冲基金越来越少。相反,基金可能会利用美国证券交易委员会的规则对这些头寸保密,这是激进投资者长期以来用来悄悄建立公司头寸的工具。更多的基金也可能制定规则,避免交易清淡、严重做空的股票。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</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\">\nGameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-02-01 14:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.</p><p><blockquote>据该公司知情人士透露,对冲基金梅尔文资本管理公司(Melvin Capital Management)在最近被严重做空股票的股价飙升中首当其冲地遭受了损失,该公司1月份损失了53%。</blockquote></p><p> Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.</p><p><blockquote>Melvin由对冲基金巨头Steven A.Cohen的前明星投资组合经理Gabe Plotkin创立。今年年初,它的收入约为125亿美元,现在已超过80亿美元。目前的数字包括Citadel LLC、其合作伙伴和科恩先生的Point72资产管理公司上周一注入对冲基金的27.5亿美元应急资金。</blockquote></p><p> As part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.</p><p><blockquote>作为交易的一部分,他们获得了梅尔文三年的非控制性收入份额。到目前为止,Citadel、其合作伙伴和Point72已经在这笔交易中亏损,尽管周日尚不清楚具体亏损范围。</blockquote></p><p> Melvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.</p><p><blockquote>一位客户表示,梅尔文已经大幅降低了其投资组合的风险。熟悉该对冲基金的人士表示,其杠杆率(其资产价值与来自投资者的资本之比)是自梅尔文2014年成立以来的最低水平。他们还表示,该公司的头寸流动性,即轻松退出投资组合中证券的能力,已显着增加。</blockquote></p><p> New and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.</p><p><blockquote>据知情人士透露,新老客户已于2月1日签约向Melvin投资。目前还不清楚他们会增加多少。</blockquote></p><p> Melvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.</p><p><blockquote>近年来,Melvin已成为华尔街顶级对冲基金之一,但最近几周,游戏驿站公司的空头头寸对该公司造成了损害。损失不仅限于游戏驿站,在一月份的市场动荡期间,其整个投资组合都出现了下跌。梅尔文在上一季度的监管文件中公开披露持有看跌期权(通常随着股市下跌而获利的看跌合约)的头寸飙升,而其持有的公司头寸则遭到抛售。</blockquote></p><p> Bed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.</p><p><blockquote>Bed Bath&Beyond Inc.、纽约上市的中文家教公司跟谁学公司和National Beverage Corp.上周分别较周内高点上涨78.4%、62%和99%。与此同时,Booking Holdings Inc.和Expedia Group Inc.分别下跌9.9%和13.4%,跌至周内低点。</blockquote></p><p> Traders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.</p><p><blockquote>交易员表示,随着游戏驿站继续飙升——从30美元飙升至75美元甚至更高——出现了传染效应。经理们对空头头寸的价值将停止上涨失去了信心,并回补了大量做空的股票,担心社交媒体推动的投资者会专注于他们做空的公司。他们还开始减持公司股份,以降低投资组合的风险,从而伤害了这些公司的其他投资者。仅上周,游戏驿站股价就飙升了四倍多。</blockquote></p><p> \"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.</p><p><blockquote>摩根士丹利上周给其交易客户的一份报告中写道:“业绩痛苦……已经打破了记录。”</blockquote></p><p> Indeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.</p><p><blockquote>事实上,根据摩根士丹利和高盛的客户报告,对冲基金上周通过回补空头和抛售对公司的押注来撤回美国股市敞口的程度几乎每天都创下了各种记录。高盛集团周三表示,这种所谓的去毛导致基金杠杆使用出现有记录以来的最大单日降幅。</blockquote></p><p> Maplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.</p><p><blockquote>Maplelane Capital是另一家本月遭受重大损失的对冲基金,一位知情人士表示,截至1月份,该基金的损失约为45%。今年年初,它管理着约35亿美元。</blockquote></p><p> The frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.</p><p><blockquote>狂热的交易使游戏驿站、AMC院线控股公司和黑莓有限公司跻身美国市场交易量最大的股票行列,并引起了白宫和监管机构的注意,也打击了著名对冲基金Point72和D1 Capital Partners。</blockquote></p><p> D1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.</p><p><blockquote>据该基金知情人士透露,D1本月末下跌约20%,做空AMC和游戏驿站。其中一位知情人士表示,D1已于周三上午退出这两个头寸,但这些只是造成损失的小因素。一个更重要的因素是旅游相关公司的股价下跌。</blockquote></p><p> Some fund managers say the episode is likely to change how the industry works.</p><p><blockquote>一些基金经理表示,这一事件可能会改变该行业的运作方式。</blockquote></p><p> Fewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.</p><p><blockquote>他们表示,可能通过披露看跌期权来凸显其看跌头寸的对冲基金越来越少。相反,基金可能会利用美国证券交易委员会的规则对这些头寸保密,这是激进投资者长期以来用来悄悄建立公司头寸的工具。更多的基金也可能制定规则,避免交易清淡、严重做空的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/gamestop-short-melvin-capital-lost-53-in-january-2021-01-31?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":{},"source_url":"https://www.marketwatch.com/story/gamestop-short-melvin-capital-lost-53-in-january-2021-01-31?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127084130","content_text":"Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.\nMelvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.\nAs part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.\nMelvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.\nNew and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.\nMelvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.\nBed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.\nTraders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.\n\"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.\nIndeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.\nMaplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.\nThe frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.\nD1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.\nSome fund managers say the episode is likely to change how the industry works.\nFewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}