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AL30
AL30
·
2021-12-23
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Tesla Is Back Above $1,000. Are New Highs Next?<blockquote>特斯拉重回1000美元以上。下一个是新高吗？</blockquote>
Tesla stock is back on the move and this time, it's trading back above $1,000. Here's how the charts
Tesla Is Back Above $1,000. Are New Highs Next?<blockquote>特斯拉重回1000美元以上。下一个是新高吗？</blockquote>
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AL30
AL30
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2021-12-16
Testing
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AL30
AL30
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2021-09-24
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Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>
Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed
Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>
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AL30
AL30
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2021-09-17
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S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>
NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading afte
S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>
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AL30
AL30
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2021-09-15
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Wall Street Expects the S&P 500 to Fall. Even the Optimists Aren't Very Upbeat.<blockquote>华尔街预计标普500将下跌。即使是乐观主义者也不太乐观。</blockquote>
The stock market hasn’t had a formal correction all year and many strategists are now calling for on
Wall Street Expects the S&P 500 to Fall. Even the Optimists Aren't Very Upbeat.<blockquote>华尔街预计标普500将下跌。即使是乐观主义者也不太乐观。</blockquote>
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AL30
AL30
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2021-09-14
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Apple, Google Could Still Win From App Store Loss<blockquote>苹果、谷歌仍可能从App Store的损失中获胜</blockquote>
User friction, developer marketing needs could offset loss of payment exclusivity. AppleInc.AAPL0.3
Apple, Google Could Still Win From App Store Loss<blockquote>苹果、谷歌仍可能从App Store的损失中获胜</blockquote>
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AL30
AL30
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2021-09-13
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非常抱歉，此主贴已删除
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AL30
AL30
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2021-09-11
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非常抱歉，此主贴已删除
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AL30
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2021-09-07
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AL30
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2021-09-06
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Why 2021 Is the Kind of Year to Banish the September Stock Blues<blockquote>为什么2021年是消除9月股市忧郁的一年</blockquote>
Stocks famously perform poorly in September. But that may not necessarily be the case in a year like
Why 2021 Is the Kind of Year to Banish the September Stock Blues<blockquote>为什么2021年是消除9月股市忧郁的一年</blockquote>
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like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691418942","repostId":"1128124450","repostType":4,"repost":{"id":"1128124450","kind":"news","pubTimestamp":1640224536,"share":"https://www.laohu8.com/m/news/1128124450?lang=zh_CN&edition=full","pubTime":"2021-12-23 09:55","market":"us","language":"en","title":"Tesla Is Back Above $1,000. Are New Highs Next?<blockquote>特斯拉重回1000美元以上。下一个是新高吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128124450","media":"TheStreet","summary":"Tesla stock is back on the move and this time, it's trading back above $1,000. Here's how the charts","content":"<p>Tesla stock is back on the move and this time, it's trading back above $1,000. Here's how the charts are setting up now.</p><p><blockquote>特斯拉股价重新上涨，这一次，它的交易价格回到了1,000美元以上。下面是图表现在的设置方式。</blockquote></p><p> Tesla shares are rallying higher on Wednesday, up 7.5% and climbing back above $1,000 a share. That's got bulls cheering the stock’s recent run.</p><p><blockquote>特斯拉股价周三走高，上涨7.5%，并回升至每股1,000美元以上。这让多头为该股最近的上涨欢呼。</blockquote></p><p> On Tuesday, Tesla stock hit its lowest level since Oct. 22 and was down 27% from the highs.</p><p><blockquote>周二，特斯拉股价触及10月22日以来的最低水平，较高点下跌27%。</blockquote></p><p> However, shares reversed off that low, climbing more than $50 a share by the close.</p><p><blockquote>然而，股价从该低点逆转，截至收盘上涨超过每股50美元。</blockquote></p><p> That rally is extending itself Wednesday, with Tesla stock up more than 13% from yesterday’s low.</p><p><blockquote>周三涨势仍在延续，特斯拉股价较昨日低点上涨逾13%。</blockquote></p><p> Tesla stock was in focus this morning ahead of the open, rallying several percent on the hope that CEO Elon Musk would be done selling his shares.</p><p><blockquote>特斯拉股票今天上午开盘前成为焦点，由于首席执行官Elon Musk将完成出售其股票的希望，该股上涨了几个百分点。</blockquote></p><p> Musk said that he’s “sold enough” to meet his prior pledge. Earlier this week, Musk said he will pay more than $11 billion in taxes this year.</p><p><blockquote>马斯克表示，他已经“卖出了足够多的东西”来兑现他之前的承诺。本周早些时候，马斯克表示，他今年将缴纳超过110亿美元的税款。</blockquote></p><p> If Musk really is done selling the stock — and he should be — then that big headwind will be out of the way and we may see it rebound higher. Now that it’s back above $1,000, we have to wonder if Tesla can climb to new highs.</p><p><blockquote>如果马斯克真的完成了出售股票——他应该这样做——那么巨大的阻力将会消失，我们可能会看到它反弹走高。现在它又回到了1000美元以上，我们不得不怀疑特斯拉是否能攀升至新高。</blockquote></p><p> <b>Trading Tesla Stock</b></p><p><blockquote><b>交易特斯拉股票</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32b497a2bbfdad887112e45eeb92adb\" tg-width=\"1139\" tg-height=\"866\" width=\"100%\" height=\"auto\"><span>Daily chart of Tesla stock.</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉股票日线图。</span></p></blockquote></p><p> The stock traded down into the $910 gap-fill level and prior all-time high at $900, and found its footing.</p><p><blockquote>该股跌至910美元的缺口填补水平和之前的历史高点900美元，并找到了立足点。</blockquote></p><p> If we get specific, the 21-week moving average and the 200-unit moving average on the four-hour chart were also nearby.</p><p><blockquote>具体来说，4小时图上的21周移动平均线和200单位移动平均线也在附近。</blockquote></p><p> In any regard, Tesla shares are ripping higher now, trading up through the 10-day moving average and hovering around the key $1,000 level, which has been a key pivot since late October.</p><p><blockquote>无论如何，特斯拉股价目前正在飙升，突破10日移动平均线，并徘徊在1,000美元的关键水平附近，这是自10月底以来的一个关键支点。</blockquote></p><p> If it can maintain above $1,000, the next obvious area comes into play near $1,025 to $1,035. There Tesla stock finds its 21-day and 50-day moving averages.</p><p><blockquote>如果能维持在1000美元以上，下一个明显区域在1025美元至1035美元附近发挥作用。特斯拉股票在那里找到了21日和50日移动平均线。</blockquote></p><p> That should be an area to take a pause, but if Tesla is able to push through this zone, then the $1,100 level and downtrend resistance (blue line) are in play.</p><p><blockquote>这应该是一个需要暂停的区域，但如果特斯拉能够突破该区域，那么1,100美元水平和下降趋势阻力（蓝线）就会发挥作用。</blockquote></p><p> On the downside, let’s see if shares struggle with $1,000. In that case, I want to see the now-rising 10-day moving average act as support on the dips.</p><p><blockquote>不利的一面是，让我们看看股价是否会在1,000美元处挣扎。在这种情况下，我希望看到现在上涨的10日移动平均线在下跌时充当支撑。</blockquote></p><p> If it doesn’t, then the stock could go on to fill the gap down near $940.</p><p><blockquote>如果没有，那么该股可能会继续填补940美元附近的缺口。</blockquote></p><p> There’s one other thing: If Tesla rallies up to the 21-day and 50-day moving averages but can’t push through, let’s see if the $1,000 mark and the 10-day moving average act as support.</p><p><blockquote>还有一件事：如果特斯拉反弹至21日和50日均线但无法突破，让我们看看1000美元大关和10日均线是否充当支撑。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Back Above $1,000. Are New Highs Next?<blockquote>特斯拉重回1000美元以上。下一个是新高吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Back Above $1,000. Are New Highs Next?<blockquote>特斯拉重回1000美元以上。下一个是新高吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-23 09:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla stock is back on the move and this time, it's trading back above $1,000. Here's how the charts are setting up now.</p><p><blockquote>特斯拉股价重新上涨，这一次，它的交易价格回到了1,000美元以上。下面是图表现在的设置方式。</blockquote></p><p> Tesla shares are rallying higher on Wednesday, up 7.5% and climbing back above $1,000 a share. That's got bulls cheering the stock’s recent run.</p><p><blockquote>特斯拉股价周三走高，上涨7.5%，并回升至每股1,000美元以上。这让多头为该股最近的上涨欢呼。</blockquote></p><p> On Tuesday, Tesla stock hit its lowest level since Oct. 22 and was down 27% from the highs.</p><p><blockquote>周二，特斯拉股价触及10月22日以来的最低水平，较高点下跌27%。</blockquote></p><p> However, shares reversed off that low, climbing more than $50 a share by the close.</p><p><blockquote>然而，股价从该低点逆转，截至收盘上涨超过每股50美元。</blockquote></p><p> That rally is extending itself Wednesday, with Tesla stock up more than 13% from yesterday’s low.</p><p><blockquote>周三涨势仍在延续，特斯拉股价较昨日低点上涨逾13%。</blockquote></p><p> Tesla stock was in focus this morning ahead of the open, rallying several percent on the hope that CEO Elon Musk would be done selling his shares.</p><p><blockquote>特斯拉股票今天上午开盘前成为焦点，由于首席执行官Elon Musk将完成出售其股票的希望，该股上涨了几个百分点。</blockquote></p><p> Musk said that he’s “sold enough” to meet his prior pledge. Earlier this week, Musk said he will pay more than $11 billion in taxes this year.</p><p><blockquote>马斯克表示，他已经“卖出了足够多的东西”来兑现他之前的承诺。本周早些时候，马斯克表示，他今年将缴纳超过110亿美元的税款。</blockquote></p><p> If Musk really is done selling the stock — and he should be — then that big headwind will be out of the way and we may see it rebound higher. Now that it’s back above $1,000, we have to wonder if Tesla can climb to new highs.</p><p><blockquote>如果马斯克真的完成了出售股票——他应该这样做——那么巨大的阻力将会消失，我们可能会看到它反弹走高。现在它又回到了1000美元以上，我们不得不怀疑特斯拉是否能攀升至新高。</blockquote></p><p> <b>Trading Tesla Stock</b></p><p><blockquote><b>交易特斯拉股票</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32b497a2bbfdad887112e45eeb92adb\" tg-width=\"1139\" tg-height=\"866\" width=\"100%\" height=\"auto\"><span>Daily chart of Tesla stock.</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉股票日线图。</span></p></blockquote></p><p> The stock traded down into the $910 gap-fill level and prior all-time high at $900, and found its footing.</p><p><blockquote>该股跌至910美元的缺口填补水平和之前的历史高点900美元，并找到了立足点。</blockquote></p><p> If we get specific, the 21-week moving average and the 200-unit moving average on the four-hour chart were also nearby.</p><p><blockquote>具体来说，4小时图上的21周移动平均线和200单位移动平均线也在附近。</blockquote></p><p> In any regard, Tesla shares are ripping higher now, trading up through the 10-day moving average and hovering around the key $1,000 level, which has been a key pivot since late October.</p><p><blockquote>无论如何，特斯拉股价目前正在飙升，突破10日移动平均线，并徘徊在1,000美元的关键水平附近，这是自10月底以来的一个关键支点。</blockquote></p><p> If it can maintain above $1,000, the next obvious area comes into play near $1,025 to $1,035. There Tesla stock finds its 21-day and 50-day moving averages.</p><p><blockquote>如果能维持在1000美元以上，下一个明显区域在1025美元至1035美元附近发挥作用。特斯拉股票在那里找到了21日和50日移动平均线。</blockquote></p><p> That should be an area to take a pause, but if Tesla is able to push through this zone, then the $1,100 level and downtrend resistance (blue line) are in play.</p><p><blockquote>这应该是一个需要暂停的区域，但如果特斯拉能够突破该区域，那么1,100美元水平和下降趋势阻力（蓝线）就会发挥作用。</blockquote></p><p> On the downside, let’s see if shares struggle with $1,000. In that case, I want to see the now-rising 10-day moving average act as support on the dips.</p><p><blockquote>不利的一面是，让我们看看股价是否会在1,000美元处挣扎。在这种情况下，我希望看到现在上涨的10日移动平均线在下跌时充当支撑。</blockquote></p><p> If it doesn’t, then the stock could go on to fill the gap down near $940.</p><p><blockquote>如果没有，那么该股可能会继续填补940美元附近的缺口。</blockquote></p><p> There’s one other thing: If Tesla rallies up to the 21-day and 50-day moving averages but can’t push through, let’s see if the $1,000 mark and the 10-day moving average act as support.</p><p><blockquote>还有一件事：如果特斯拉反弹至21日和50日均线但无法突破，让我们看看1000美元大关和10日均线是否充当支撑。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/trading-tesla-tsla-stock-back-above-1000-new-highs\">TheStreet</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":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/trading-tesla-tsla-stock-back-above-1000-new-highs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128124450","content_text":"Tesla stock is back on the move and this time, it's trading back above $1,000. Here's how the charts are setting up now.\nTesla shares are rallying higher on Wednesday, up 7.5% and climbing back above $1,000 a share. That's got bulls cheering the stock’s recent run.\nOn Tuesday, Tesla stock hit its lowest level since Oct. 22 and was down 27% from the highs.\nHowever, shares reversed off that low, climbing more than $50 a share by the close.\nThat rally is extending itself Wednesday, with Tesla stock up more than 13% from yesterday’s low.\nTesla stock was in focus this morning ahead of the open, rallying several percent on the hope that CEO Elon Musk would be done selling his shares.\nMusk said that he’s “sold enough” to meet his prior pledge. Earlier this week, Musk said he will pay more than $11 billion in taxes this year.\nIf Musk really is done selling the stock — and he should be — then that big headwind will be out of the way and we may see it rebound higher. Now that it’s back above $1,000, we have to wonder if Tesla can climb to new highs.\nTrading Tesla Stock\nDaily chart of Tesla stock.\nThe stock traded down into the $910 gap-fill level and prior all-time high at $900, and found its footing.\nIf we get specific, the 21-week moving average and the 200-unit moving average on the four-hour chart were also nearby.\nIn any regard, Tesla shares are ripping higher now, trading up through the 10-day moving average and hovering around the key $1,000 level, which has been a key pivot since late October.\nIf it can maintain above $1,000, the next obvious area comes into play near $1,025 to $1,035. There Tesla stock finds its 21-day and 50-day moving averages.\nThat should be an area to take a pause, but if Tesla is able to push through this zone, then the $1,100 level and downtrend resistance (blue line) are in play.\nOn the downside, let’s see if shares struggle with $1,000. In that case, I want to see the now-rising 10-day moving average act as support on the dips.\nIf it doesn’t, then the stock could go on to fill the gap down near $940.\nThere’s one other thing: If Tesla rallies up to the 21-day and 50-day moving averages but can’t push through, let’s see if the $1,000 mark and the 10-day moving average act as support.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690127981,"gmtCreate":1639648499435,"gmtModify":1639648499697,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Testing","listText":"Testing","text":"Testing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690127981","isVote":1,"tweetType":1,"viewCount":2011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861841817,"gmtCreate":1632487175339,"gmtModify":1632718645220,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/861841817","repostId":"1115207407","repostType":4,"repost":{"id":"1115207407","kind":"news","pubTimestamp":1632486845,"share":"https://www.laohu8.com/m/news/1115207407?lang=zh_CN&edition=full","pubTime":"2021-09-24 20:34","market":"us","language":"en","title":"Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115207407","media":"zerohedge","summary":"Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed ","content":"<p>Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.</p><p><blockquote>彼得·希夫表示，当市场发现美联储在货币紧缩问题上喊狼来了时，黄金将会爆炸，美元将会内爆。</blockquote></p><p> The Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its quantitative easing program “soon.”</p><p><blockquote>美联储结束了另一次会议，没有对其当前非同寻常的、宽松的、通胀性的货币政策做出任何改变。但央行确实暗示可能“很快”开始缩减量化宽松计划。</blockquote></p><p> That was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation. Gold sold off after the FOMC statement came out, dropping about $10.</p><p><blockquote>这对市场来说已经足够了。他们继续预计美联储将收紧货币政策，对抗飙升的通胀。FOMC声明出来后，黄金遭到抛售，下跌约10美元。</blockquote></p><p> The gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.</p><p><blockquote>几个月来，黄金市场一直在与这些不利因素作斗争。每次美联储暗示紧缩，黄金就会遭到抛售。每当通胀数据公布时，黄金就会遭到抛售。这说不通。为什么投资者会在通胀时期出售通胀对冲工具？因为他们真诚地认为央行能够也将会介入并成功对抗通胀。</blockquote></p><p> But as we have said over and over again, the Fed cannot possibly tighten in this economic environment. In an interview on <i>RT Boom Bust</i>, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.</p><p><blockquote>但正如我们一遍又一遍地说的那样，在这种经济环境下，美联储不可能收紧政策。在接受采访时<i>RT繁荣萧条</i>，Peter Schiff表示，即使美联储真的开始缩减，它最终也会逆转方向，最终扩大QE。</blockquote></p><p> It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper. <b>And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.</b>Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.” During his podcast after the September Fed meeting, Peter said at some point the markets will tire of this game.</p><p><blockquote>它知道这种泡沫经济的唯一基础是美联储的宽松货币政策。我认为他们没有任何实际的缩减计划。<b>即使他们只是通过开始这个过程来假装这个过程，他们也永远不会完成它，因为在他们开始逐渐减少后不久，同样，如果他们开始了，他们将不得不逆转这个过程。</b>因为最终，美联储将扩大量化宽松计划，并在未来开始购买比现在更多的政府国债和抵押贷款支持证券。”彼得在9月美联储会议后的播客中表示，在某个时候，市场将会厌倦这场游戏。</blockquote></p><p> <b>They’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”</b> Peter said that’s when you will see the gold market explode and the dollar implode.</p><p><blockquote><b>他们会厌倦一个男孩一遍又一遍地喊狼来了，一只狼从来没有真正出现过。在某个时候，市场会弄清楚这一点，了解美联储的困境，然后就会受到打击。”</b>彼得说，那时你会看到黄金市场爆炸，美元内爆。</blockquote></p><p> But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.” As for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.</p><p><blockquote>但你不能等到那件事发生才采取行动。你需要在每个人醒来之前就位——或者甚至不是每个人——只有很大一部分正在睡觉的人醒来。这就够了。不是每个人。只要有足够多的少数人能够弄清楚这一点，这就是所需要的。”美元方面，在周一股市大抛售期间，美元整体上涨，但兑日元和瑞士法郎等传统避险货币下跌。它对黄金也下跌。尽管如此，许多主流评论员声称美元走强，证明美元仍然是首选避风港。但那不是真的。</blockquote></p><p> The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.” </p><p><blockquote>美元对瑞士法郎和日元下跌。这难道不意味着更多的人购买瑞士法郎和日元而不是美元吗？此外，黄金兑美元汇率上涨。所以，这意味着人们在购买黄金而不是美元。因此，我认为外汇市场和黄金市场的走势实际上并不能证明美元保持其避险地位。更多证据表明，随着越来越多的人更喜欢日元、瑞士法郎和黄金而不是美元，它正在失去这一地位。”</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>Peter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</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\">\nPeter Schiff: Gold Will Explode; The Dollar Will Implode When The Markets Figure This Out<blockquote>彼得·希夫：黄金将会爆炸；当市场发现这一点时，美元将会崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-24 20:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.</p><p><blockquote>彼得·希夫表示，当市场发现美联储在货币紧缩问题上喊狼来了时，黄金将会爆炸，美元将会内爆。</blockquote></p><p> The Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its quantitative easing program “soon.”</p><p><blockquote>美联储结束了另一次会议，没有对其当前非同寻常的、宽松的、通胀性的货币政策做出任何改变。但央行确实暗示可能“很快”开始缩减量化宽松计划。</blockquote></p><p> That was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation. Gold sold off after the FOMC statement came out, dropping about $10.</p><p><blockquote>这对市场来说已经足够了。他们继续预计美联储将收紧货币政策，对抗飙升的通胀。FOMC声明出来后，黄金遭到抛售，下跌约10美元。</blockquote></p><p> The gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.</p><p><blockquote>几个月来，黄金市场一直在与这些不利因素作斗争。每次美联储暗示紧缩，黄金就会遭到抛售。每当通胀数据公布时，黄金就会遭到抛售。这说不通。为什么投资者会在通胀时期出售通胀对冲工具？因为他们真诚地认为央行能够也将会介入并成功对抗通胀。</blockquote></p><p> But as we have said over and over again, the Fed cannot possibly tighten in this economic environment. In an interview on <i>RT Boom Bust</i>, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.</p><p><blockquote>但正如我们一遍又一遍地说的那样，在这种经济环境下，美联储不可能收紧政策。在接受采访时<i>RT繁荣萧条</i>，Peter Schiff表示，即使美联储真的开始缩减，它最终也会逆转方向，最终扩大QE。</blockquote></p><p> It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper. <b>And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.</b>Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.” During his podcast after the September Fed meeting, Peter said at some point the markets will tire of this game.</p><p><blockquote>它知道这种泡沫经济的唯一基础是美联储的宽松货币政策。我认为他们没有任何实际的缩减计划。<b>即使他们只是通过开始这个过程来假装这个过程，他们也永远不会完成它，因为在他们开始逐渐减少后不久，同样，如果他们开始了，他们将不得不逆转这个过程。</b>因为最终，美联储将扩大量化宽松计划，并在未来开始购买比现在更多的政府国债和抵押贷款支持证券。”彼得在9月美联储会议后的播客中表示，在某个时候，市场将会厌倦这场游戏。</blockquote></p><p> <b>They’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”</b> Peter said that’s when you will see the gold market explode and the dollar implode.</p><p><blockquote><b>他们会厌倦一个男孩一遍又一遍地喊狼来了，一只狼从来没有真正出现过。在某个时候，市场会弄清楚这一点，了解美联储的困境，然后就会受到打击。”</b>彼得说，那时你会看到黄金市场爆炸，美元内爆。</blockquote></p><p> But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.” As for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.</p><p><blockquote>但你不能等到那件事发生才采取行动。你需要在每个人醒来之前就位——或者甚至不是每个人——只有很大一部分正在睡觉的人醒来。这就够了。不是每个人。只要有足够多的少数人能够弄清楚这一点，这就是所需要的。”美元方面，在周一股市大抛售期间，美元整体上涨，但兑日元和瑞士法郎等传统避险货币下跌。它对黄金也下跌。尽管如此，许多主流评论员声称美元走强，证明美元仍然是首选避风港。但那不是真的。</blockquote></p><p> The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.” </p><p><blockquote>美元对瑞士法郎和日元下跌。这难道不意味着更多的人购买瑞士法郎和日元而不是美元吗？此外，黄金兑美元汇率上涨。所以，这意味着人们在购买黄金而不是美元。因此，我认为外汇市场和黄金市场的走势实际上并不能证明美元保持其避险地位。更多证据表明，随着越来越多的人更喜欢日元、瑞士法郎和黄金而不是美元，它正在失去这一地位。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/peter-schiff-gold-will-explode-dollar-will-implode-when-markets-figure-out?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/peter-schiff-gold-will-explode-dollar-will-implode-when-markets-figure-out?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115207407","content_text":"Peter Schiff says gold will explode and the dollar will implode when the markets figure out the Fed is crying wolf when it comes to monetary tightening.\nThe Federal Reserve wrapped up another meeting without making any changes to its current extraordinary, loose, inflationary monetary policy. But the central bank did hint that it may start tapering its quantitative easing program “soon.”\nThat was enough for the markets. They continue to expect the Fed will tighten monetary policy and fight surging inflation. Gold sold off after the FOMC statement came out, dropping about $10.\nThe gold market has battled these headwinds for months. Every time the Fed hints at tightening, gold sells off. Every time inflation numbers come in hot, gold sells off. This doesn’t make sense. Why would investors sell an inflation hedge during an inflationary period? Because they honestly think the central bank can and will sweep in and successfully fight inflation.\nBut as we have said over and over again, the Fed cannot possibly tighten in this economic environment. In an interview on RT Boom Bust, Peter Schiff said even if the Fed does begin to taper, it will eventually reverse course and ultimately expand QE.\n\n It knows the only foundation this bubble economy has is the Fed’s easy money policies. And I don’t think they have any actual plans to taper.\n And even if they just kind of feign the process by beginning it, they’ll never complete it because soon after they start the taper, again, if they even ever start, they’re going to have to reverse the process.Because ultimately, the Fed Fed is going to expand the QE program and start to buy a lot more government Treasuries and mortgage-backed securities in the future than it’s doing right now.”\n\nDuring his podcast after the September Fed meeting, Peter said at some point the markets will tire of this game.\n\nThey’re going to be tired of a boy crying wolf over and over and over again, and a wolf never actually showing up. At some point, the markets are going to figure this out, understand the Fed’s predicament, and then it’s going to hit the fan.”\n\nPeter said that’s when you will see the gold market explode and the dollar implode.\n\n But you can’t wait for that to happen to act. You need to be positioned before everyone wakes up — or not even everyone — just a significant percentage of those who are asleep right now to wake up. That’s all it takes. Not everybody. Just a large enough minority to figure it out and that’s all it’s going to take.”\n\nAs for the dollar, during the big stock market selloff on Monday, the greenback was up overall, but it was down against the traditional safe-haven currencies, including the Japanese yen and the Swiss franc. It was also down against gold. Nevertheless, a lot of mainstream commentators claimed the dollar was strong, proving that it remains the go-to safe haven. But that’s not true.\n\n The dollar was down against the Swiss franc and the yen. Doesn’t that mean that more people were buying Swiss franks and yen instead of the dollar? And also, gold went up against the dollar. So, that means people were buying gold and not the dollar. So, I think the action in the foreign exchange market and in the gold market doesn’t actually prove that the dollar is retaining its safe-haven status. It’s more evidence that it is losing that status as more people are preferring Japanese yen, Swiss francs and gold to the dollar.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884084638,"gmtCreate":1631840111824,"gmtModify":1631890778556,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Pls like n comment","listText":"Pls like n comment","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/884084638","repostId":"1105376345","repostType":4,"repost":{"id":"1105376345","kind":"news","pubTimestamp":1631833833,"share":"https://www.laohu8.com/m/news/1105376345?lang=zh_CN&edition=full","pubTime":"2021-09-17 07:10","market":"us","language":"en","title":"S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105376345","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading afte","content":"<p>NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</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>S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</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\">\nS&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-17 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376345","content_text":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.\nAmazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.\n“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.\nEconomically sensitive transports and microchips were among the outperformers.\nData released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.\n“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.\nThe Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.\nEight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.\nThe consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.\nApparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.\nFord Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.\nVolume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882203157,"gmtCreate":1631692703379,"gmtModify":1631890778562,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Pls like n comment","listText":"Pls like n comment","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/882203157","repostId":"1133293397","repostType":4,"repost":{"id":"1133293397","kind":"news","pubTimestamp":1631691783,"share":"https://www.laohu8.com/m/news/1133293397?lang=zh_CN&edition=full","pubTime":"2021-09-15 15:43","market":"us","language":"en","title":"Wall Street Expects the S&P 500 to Fall. Even the Optimists Aren't Very Upbeat.<blockquote>华尔街预计标普500将下跌。即使是乐观主义者也不太乐观。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133293397","media":"Barrons","summary":"The stock market hasn’t had a formal correction all year and many strategists are now calling for on","content":"<p>The stock market hasn’t had a formal correction all year and many strategists are now calling for one. One bank still sees gains ahead because companies’ earnings are too good to ignore, but the rally it has penciled in would be far from spectacular.</p><p><blockquote>股市全年都没有出现正式调整，许多策略师现在呼吁进行调整。一家银行仍然认为未来会上涨，因为公司的盈利太好了，不容忽视，但它预计的反弹远非惊人。</blockquote></p><p> Several strategists are now looking for a negative return on the S&P 500 by the end of the year. Some are calling for a correction, defined as a drawdown of at least 10%. The largest decline in the market benchmark so far this year was just 5%.</p><p><blockquote>一些策略师现在预计，到今年年底，标普500将出现负回报。一些人呼吁进行调整，定义为至少下降10%。今年迄今为止，市场基准的最大跌幅仅为5%。</blockquote></p><p> Several factors, including valuations, could trigger the drop. The average stock on the S&P 500 currently trades at just under 21 times the earnings per share expected for the next 12 months. That is more than 35% higher than the long-term average.</p><p><blockquote>包括估值在内的几个因素可能会引发下跌。标准普尔500指数的平均股价目前略低于未来12个月预期每股收益的21倍。这比长期平均水平高出35%以上。</blockquote></p><p> Falling bond yields, which make future profits worth more in current terms, have lifted valuations. But with the yield on 10-year Treasury debt currently at 1.31%— well below long-term inflation expectations of above 2%, a rare occurrence in the bond market—the decline could easily be over.Morgan Stanley‘s chief U.S. equity strategist, Mike Wilson, sees the 10-year yield hitting 1.8% by year-end, and the S&P 500’s earnings multiple falling to 19 times.</p><p><blockquote>债券收益率下降使得未来利润按现价计算更有价值，从而提升了估值。但由于10年期国债收益率目前为1.31%——远低于2%以上的长期通胀预期，这在债券市场上很少见——跌势可能很容易结束。摩根士丹利首席美国股票策略师Mike Wilson预计，到年底，10年期国债收益率将达到1.8%，标普500的市盈率将降至19倍。</blockquote></p><p> Even assuming corporate earnings are unaffected, this would mean severe downside for stocks. Wilson’s call on the level of the S&P 500 relative to the aggregate per-share earnings of the companies included would bring the index down 9%.</p><p><blockquote>即使假设企业盈利不受影响，这也意味着股市将严重下跌。Wilson对标普500水平相对于所纳入公司每股收益总额的看涨期权将导致该指数下跌9%。</blockquote></p><p> Stifel’s head of institutional equity strategy, Barry Bannister, said in a recent research note that lower earnings multiples resulting from higher bond yields could mean the S&P 500 could fall 10% to 15%.</p><p><blockquote>Stifel机构股票策略主管Barry Bannister在最近的一份研究报告中表示，债券收益率上升导致的市盈率下降可能意味着标普500可能下跌10%至15%。</blockquote></p><p> Profits are another potential trouble spot, not least because of supply-chain issues. Already, several companies have lowered their forecasts for sales and earnings for the current quarter because problems getting parts are lowering their customers’—and their own—production. Analysts and management teams expect strong demand to lift profits when the supply problems ease and inventory levels climb again, but it isn’t clear when that might happen, or how bad the shortages of parts and finished goods could become.</p><p><blockquote>利润是另一个潜在的麻烦点，尤其是因为供应链问题。一些公司已经下调了本季度的销售和盈利预测，因为零部件采购问题正在降低客户和他们自己的产量。分析师和管理团队预计，当供应问题缓解、库存水平再次攀升时，强劲的需求将提振利润，但目前尚不清楚这种情况何时会发生，也不清楚零部件和成品的短缺会变得多么严重。</blockquote></p><p> “This [supply constraints] will be a more substantial risk to the rally we’ll need to watch for,” wrote Tom Essaye, founder of Sevens Report Research. Prolonged trouble could mean unexpectedly severe damage to profits.</p><p><blockquote>Sevens Report Research创始人Tom Essaye写道：“这种（供应限制）将是我们需要关注的反弹的更大风险。”长期的麻烦可能意味着利润受到意想不到的严重损害。</blockquote></p><p> Higher corporate taxes would also bring earnings down, but stock prices don’t seem to be reflecting that risk.Goldman Sachs strategists said earlier this year that S&P 500 EPS could fall 5% if the corporate tax rate rises to 25% from 21% — and House Democrats proposed an increase to 26.5% on Monday.</p><p><blockquote>更高的公司税也会导致盈利下降，但股价似乎并未反映出这种风险。高盛策略师今年早些时候表示，如果公司税税率从21%升至25%，标普500每股收益可能会下降5%-众议院民主党人周一提议将税率提高至26.5%。</blockquote></p><p> Still, RBC strategists raised their S&P 500 price target to 4,500 on Monday. They now see S&P 500 earnings per share for 2022 coming in at $222, only slightly above the consensus call of $218 among analysts. While RBC acknowledges the average multiple may fall to just above 20 times, its call implies a gain of just 0.7% relative to Monday’s closing level.</p><p><blockquote>尽管如此，加拿大皇家银行策略师周一将标普500目标价上调至4,500点。他们现在预计标普500 2022年每股收益为222美元，仅略高于分析师普遍预期的218美元看涨期权。尽管加拿大皇家银行承认平均市盈率可能会降至略高于20倍，但其看涨期权意味着相对于周一收盘水平仅上涨0.7%。</blockquote></p><p> Even the more bullish observers aren’t forecasting anything exciting for stocks.</p><p><blockquote>即使是更乐观的观察人士也没有预测股市会出现任何令人兴奋的情况。</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>Wall Street Expects the S&P 500 to Fall. Even the Optimists Aren't Very Upbeat.<blockquote>华尔街预计标普500将下跌。即使是乐观主义者也不太乐观。</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\">\nWall Street Expects the S&P 500 to Fall. Even the Optimists Aren't Very Upbeat.<blockquote>华尔街预计标普500将下跌。即使是乐观主义者也不太乐观。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-15 15:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market hasn’t had a formal correction all year and many strategists are now calling for one. One bank still sees gains ahead because companies’ earnings are too good to ignore, but the rally it has penciled in would be far from spectacular.</p><p><blockquote>股市全年都没有出现正式调整，许多策略师现在呼吁进行调整。一家银行仍然认为未来会上涨，因为公司的盈利太好了，不容忽视，但它预计的反弹远非惊人。</blockquote></p><p> Several strategists are now looking for a negative return on the S&P 500 by the end of the year. Some are calling for a correction, defined as a drawdown of at least 10%. The largest decline in the market benchmark so far this year was just 5%.</p><p><blockquote>一些策略师现在预计，到今年年底，标普500将出现负回报。一些人呼吁进行调整，定义为至少下降10%。今年迄今为止，市场基准的最大跌幅仅为5%。</blockquote></p><p> Several factors, including valuations, could trigger the drop. The average stock on the S&P 500 currently trades at just under 21 times the earnings per share expected for the next 12 months. That is more than 35% higher than the long-term average.</p><p><blockquote>包括估值在内的几个因素可能会引发下跌。标准普尔500指数的平均股价目前略低于未来12个月预期每股收益的21倍。这比长期平均水平高出35%以上。</blockquote></p><p> Falling bond yields, which make future profits worth more in current terms, have lifted valuations. But with the yield on 10-year Treasury debt currently at 1.31%— well below long-term inflation expectations of above 2%, a rare occurrence in the bond market—the decline could easily be over.Morgan Stanley‘s chief U.S. equity strategist, Mike Wilson, sees the 10-year yield hitting 1.8% by year-end, and the S&P 500’s earnings multiple falling to 19 times.</p><p><blockquote>债券收益率下降使得未来利润按现价计算更有价值，从而提升了估值。但由于10年期国债收益率目前为1.31%——远低于2%以上的长期通胀预期，这在债券市场上很少见——跌势可能很容易结束。摩根士丹利首席美国股票策略师Mike Wilson预计，到年底，10年期国债收益率将达到1.8%，标普500的市盈率将降至19倍。</blockquote></p><p> Even assuming corporate earnings are unaffected, this would mean severe downside for stocks. Wilson’s call on the level of the S&P 500 relative to the aggregate per-share earnings of the companies included would bring the index down 9%.</p><p><blockquote>即使假设企业盈利不受影响，这也意味着股市将严重下跌。Wilson对标普500水平相对于所纳入公司每股收益总额的看涨期权将导致该指数下跌9%。</blockquote></p><p> Stifel’s head of institutional equity strategy, Barry Bannister, said in a recent research note that lower earnings multiples resulting from higher bond yields could mean the S&P 500 could fall 10% to 15%.</p><p><blockquote>Stifel机构股票策略主管Barry Bannister在最近的一份研究报告中表示，债券收益率上升导致的市盈率下降可能意味着标普500可能下跌10%至15%。</blockquote></p><p> Profits are another potential trouble spot, not least because of supply-chain issues. Already, several companies have lowered their forecasts for sales and earnings for the current quarter because problems getting parts are lowering their customers’—and their own—production. Analysts and management teams expect strong demand to lift profits when the supply problems ease and inventory levels climb again, but it isn’t clear when that might happen, or how bad the shortages of parts and finished goods could become.</p><p><blockquote>利润是另一个潜在的麻烦点，尤其是因为供应链问题。一些公司已经下调了本季度的销售和盈利预测，因为零部件采购问题正在降低客户和他们自己的产量。分析师和管理团队预计，当供应问题缓解、库存水平再次攀升时，强劲的需求将提振利润，但目前尚不清楚这种情况何时会发生，也不清楚零部件和成品的短缺会变得多么严重。</blockquote></p><p> “This [supply constraints] will be a more substantial risk to the rally we’ll need to watch for,” wrote Tom Essaye, founder of Sevens Report Research. Prolonged trouble could mean unexpectedly severe damage to profits.</p><p><blockquote>Sevens Report Research创始人Tom Essaye写道：“这种（供应限制）将是我们需要关注的反弹的更大风险。”长期的麻烦可能意味着利润受到意想不到的严重损害。</blockquote></p><p> Higher corporate taxes would also bring earnings down, but stock prices don’t seem to be reflecting that risk.Goldman Sachs strategists said earlier this year that S&P 500 EPS could fall 5% if the corporate tax rate rises to 25% from 21% — and House Democrats proposed an increase to 26.5% on Monday.</p><p><blockquote>更高的公司税也会导致盈利下降，但股价似乎并未反映出这种风险。高盛策略师今年早些时候表示，如果公司税税率从21%升至25%，标普500每股收益可能会下降5%-众议院民主党人周一提议将税率提高至26.5%。</blockquote></p><p> Still, RBC strategists raised their S&P 500 price target to 4,500 on Monday. They now see S&P 500 earnings per share for 2022 coming in at $222, only slightly above the consensus call of $218 among analysts. While RBC acknowledges the average multiple may fall to just above 20 times, its call implies a gain of just 0.7% relative to Monday’s closing level.</p><p><blockquote>尽管如此，加拿大皇家银行策略师周一将标普500目标价上调至4,500点。他们现在预计标普500 2022年每股收益为222美元，仅略高于分析师普遍预期的218美元看涨期权。尽管加拿大皇家银行承认平均市盈率可能会降至略高于20倍，但其看涨期权意味着相对于周一收盘水平仅上涨0.7%。</blockquote></p><p> Even the more bullish observers aren’t forecasting anything exciting for stocks.</p><p><blockquote>即使是更乐观的观察人士也没有预测股市会出现任何令人兴奋的情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/s-p-500-correction-outlook-strategists-51631632149?mod=hp_LATEST\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/s-p-500-correction-outlook-strategists-51631632149?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133293397","content_text":"The stock market hasn’t had a formal correction all year and many strategists are now calling for one. One bank still sees gains ahead because companies’ earnings are too good to ignore, but the rally it has penciled in would be far from spectacular.\nSeveral strategists are now looking for a negative return on the S&P 500 by the end of the year. Some are calling for a correction, defined as a drawdown of at least 10%. The largest decline in the market benchmark so far this year was just 5%.\nSeveral factors, including valuations, could trigger the drop. The average stock on the S&P 500 currently trades at just under 21 times the earnings per share expected for the next 12 months. That is more than 35% higher than the long-term average.\nFalling bond yields, which make future profits worth more in current terms, have lifted valuations. But with the yield on 10-year Treasury debt currently at 1.31%— well below long-term inflation expectations of above 2%, a rare occurrence in the bond market—the decline could easily be over.Morgan Stanley‘s chief U.S. equity strategist, Mike Wilson, sees the 10-year yield hitting 1.8% by year-end, and the S&P 500’s earnings multiple falling to 19 times.\nEven assuming corporate earnings are unaffected, this would mean severe downside for stocks. Wilson’s call on the level of the S&P 500 relative to the aggregate per-share earnings of the companies included would bring the index down 9%.\nStifel’s head of institutional equity strategy, Barry Bannister, said in a recent research note that lower earnings multiples resulting from higher bond yields could mean the S&P 500 could fall 10% to 15%.\nProfits are another potential trouble spot, not least because of supply-chain issues. Already, several companies have lowered their forecasts for sales and earnings for the current quarter because problems getting parts are lowering their customers’—and their own—production. Analysts and management teams expect strong demand to lift profits when the supply problems ease and inventory levels climb again, but it isn’t clear when that might happen, or how bad the shortages of parts and finished goods could become.\n“This [supply constraints] will be a more substantial risk to the rally we’ll need to watch for,” wrote Tom Essaye, founder of Sevens Report Research. Prolonged trouble could mean unexpectedly severe damage to profits.\nHigher corporate taxes would also bring earnings down, but stock prices don’t seem to be reflecting that risk.Goldman Sachs strategists said earlier this year that S&P 500 EPS could fall 5% if the corporate tax rate rises to 25% from 21% — and House Democrats proposed an increase to 26.5% on Monday.\nStill, RBC strategists raised their S&P 500 price target to 4,500 on Monday. They now see S&P 500 earnings per share for 2022 coming in at $222, only slightly above the consensus call of $218 among analysts. While RBC acknowledges the average multiple may fall to just above 20 times, its call implies a gain of just 0.7% relative to Monday’s closing level.\nEven the more bullish observers aren’t forecasting anything exciting for stocks.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886420726,"gmtCreate":1631618250365,"gmtModify":1631890778565,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Like n comment ","listText":"Like n comment ","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886420726","repostId":"1166249737","repostType":4,"repost":{"id":"1166249737","kind":"news","pubTimestamp":1631617752,"share":"https://www.laohu8.com/m/news/1166249737?lang=zh_CN&edition=full","pubTime":"2021-09-14 19:09","market":"us","language":"en","title":"Apple, Google Could Still Win From App Store Loss<blockquote>苹果、谷歌仍可能从App Store的损失中获胜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166249737","media":"The Wall Street Journal","summary":"User friction, developer marketing needs could offset loss of payment exclusivity.\n\nAppleInc.AAPL0.3","content":"<p> <b>User friction, developer marketing needs could offset loss of payment exclusivity.</b> AppleInc.AAPL0.39%and Google have ways to mitigate last week’s damaging legal ruling regarding their app store businesses. Ironically, their ability to do so could also prove their critics’ point.</p><p><blockquote><b>用户摩擦、开发者营销需求可能会抵消支付排他性的损失。</b>苹果公司(AppleInc.AAPL)和谷歌有办法减轻上周有关其应用商店业务的破坏性法律裁决。具有讽刺意味的是，他们这样做的能力也可能证明他们的批评者的观点。</blockquote></p><p> Last week’s ruling, in a federal case brought by Epic Games, found that Apple’s policy of preventing alternative payment systems within apps on its devices qualified as “anticompetitive conduct” under California law. Thepresiding judge orderedApple to halt the practice, which could in theoryeat significantly into the revenuegenerated by its App Store from the commissions paid on in-app purchases. Google wasn’t involved in the lawsuit, but investors figured the same fate would eventually befall the company’s Google Play store. Apple shares slid 3% while Google-parentAlphabetInc.fell nearly 2% on Friday following the ruling.</p><p><blockquote>上周Epic Games提起的联邦案件中的裁决发现，根据加州法律，苹果阻止其设备上的应用程序中使用替代支付系统的政策符合“反竞争行为”。主审法官命令苹果停止这种做法，理论上这可能会严重影响其应用商店从应用内购买支付的佣金中产生的收入。谷歌没有卷入这起诉讼，但投资者认为同样的命运最终会降临到该公司的谷歌Play商店身上。裁决公布后，苹果股价下跌3%，而谷歌母公司AlphabetInc.周五下跌近2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2e6653bb213d502972b519902b2c7f39\" tg-width=\"330\" tg-height=\"417\" width=\"100%\" height=\"auto\">Now Wall Street isn’t so sure. Both stocks regained some ground Monday after several analysts noted both thelikely length of timefor the ruling to take effect and the ways the two tech titans could offset at least some of the presumed loss. The upshot is that few observers see much near-term risk for the two mobile app stores expected to generate a combined $34.7 billion in revenue this calendar year, according to consensus estimates from Visible Alpha.</p><p><blockquote>现在华尔街不太确定了。在几位分析师指出裁决生效的可能时间以及两家科技巨头至少可以抵消部分假定损失的方式后，这两只股票周一都收复了一些失地。结果是，根据Visible Alpha的一致估计，很少有观察家认为这两家移动应用商店预计今年将产生347亿美元的总收入，近期会有太大风险。</blockquote></p><p> Apple has 90 days to implement changes before the ruling takes effect. The company could choose to appeal the decision and seek a stay of the ruling while the matter works through the courts. Apple hasn’t said it would do so: It has focused its public comments so far on the parts of the case where it prevailed, such as the judge’s determination that Apple doesn’t qualify as a legal monopoly. Paul Gallant of Cowen thinks Apple has a strong case for appeal given the trial judge’s “nationwide application of a California state law.”</p><p><blockquote>在裁决生效之前，苹果有90天的时间实施变更。该公司可以选择对该决定提出上诉，并在此事通过法院审理期间寻求暂缓裁决。苹果尚未表示会这样做：迄今为止，它的公开评论主要集中在该案中获胜的部分，例如法官认定苹果不符合合法垄断资格。考恩的保罗·加兰特认为，鉴于初审法官“在全国范围内适用加州法律”，苹果有充分的上诉理由。</blockquote></p><p> And if the ruling stands, several analysts expressed doubt that every Apple device user would switch to using different payment methods. Kyle McNealy of Jefferies cited “consumer aversion to entering payment details for a high volume of apps separately,” while Katy Huberty ofMorgan Stanleysaid changes from the ruling “would require consumers to manage disparate accounts across many developers, creating more friction than the current App Store model.” Ms. Huberty estimates that, if Apple were to lose all revenue from the 20 largest app developers globally, the loss would equate to about 2% of revenue and 5% of EPS in Apple’s 2022 fiscal year “in a worst-case scenario.”</p><p><blockquote>如果裁决成立，几位分析师对每个苹果设备用户是否会改用不同的支付方式表示怀疑。杰富瑞(Jefferies)的凯尔·麦克尼利(Kyle McNealy)表示，“消费者不愿意单独输入大量应用程序的支付详细信息”，而摩根士丹利(Morgan Stanley)的凯蒂·休伯蒂(Katy Huberty)表示，该裁决的变化“将要求消费者管理许多开发商的不同账户，从而比当前的应用程序商店模式造成更多摩擦。”Huberty女士估计，如果苹果失去全球20家最大应用开发商的所有收入，“在最坏的情况下”，损失将相当于苹果2022财年收入的2%左右和每股收益的5%。</blockquote></p><p> And even if developers secure some savings on the commissions that they have to pay on in-app sales, at least some of that would likely be plowed back into user acquisition. That would likely mean a jump in advertising revenue for Apple, and especially Google, which dominates the online advertising market. Stephen Ju ofCredit Suisseleft his estimates for Google unchanged, writing that increased marketing spending by developers “will likely see Google recapture some lost fees as search/app install revenue.”</p><p><blockquote>即使开发者节省了一些应用内销售佣金，至少其中一部分可能会重新投入到用户获取中。这可能意味着苹果广告收入的大幅增长，尤其是在在线广告市场占据主导地位的谷歌。瑞士信贷的Stephen Ju维持对谷歌的预期不变，他写道，开发者增加营销支出“可能会让谷歌夺回一些损失的费用，作为搜索/应用安装收入。”</blockquote></p><p> The rub is that such resilience on the part of two companies valued at a combined $4.4 trillion could further fuel the drive by lawmakers to take big tech down a few pegs. Apple and Google own the two operating systems that power nearly every smartphone on earth, but the mobile app stores for both are small relative to their core businesses at roughly 5% of annual revenues. The two might want to consider if every dollar is worth fighting for.</p><p><blockquote>问题在于，两家总价值4.4万亿美元的公司的这种弹性可能会进一步推动立法者降低大型科技公司的一些挂钩。苹果和谷歌拥有两种操作系统，几乎为地球上的每一部智能手机提供支持，但两者的移动应用商店相对于其核心业务来说都很小，约占年收入的5%。两人可能要考虑是否每一块钱都值得为之奋斗。</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>Apple, Google Could Still Win From App Store Loss<blockquote>苹果、谷歌仍可能从App Store的损失中获胜</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, Google Could Still Win From App Store Loss<blockquote>苹果、谷歌仍可能从App Store的损失中获胜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-14 19:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>User friction, developer marketing needs could offset loss of payment exclusivity.</b> AppleInc.AAPL0.39%and Google have ways to mitigate last week’s damaging legal ruling regarding their app store businesses. Ironically, their ability to do so could also prove their critics’ point.</p><p><blockquote><b>用户摩擦、开发者营销需求可能会抵消支付排他性的损失。</b>苹果公司(AppleInc.AAPL)和谷歌有办法减轻上周有关其应用商店业务的破坏性法律裁决。具有讽刺意味的是，他们这样做的能力也可能证明他们的批评者的观点。</blockquote></p><p> Last week’s ruling, in a federal case brought by Epic Games, found that Apple’s policy of preventing alternative payment systems within apps on its devices qualified as “anticompetitive conduct” under California law. Thepresiding judge orderedApple to halt the practice, which could in theoryeat significantly into the revenuegenerated by its App Store from the commissions paid on in-app purchases. Google wasn’t involved in the lawsuit, but investors figured the same fate would eventually befall the company’s Google Play store. Apple shares slid 3% while Google-parentAlphabetInc.fell nearly 2% on Friday following the ruling.</p><p><blockquote>上周Epic Games提起的联邦案件中的裁决发现，根据加州法律，苹果阻止其设备上的应用程序中使用替代支付系统的政策符合“反竞争行为”。主审法官命令苹果停止这种做法，理论上这可能会严重影响其应用商店从应用内购买支付的佣金中产生的收入。谷歌没有卷入这起诉讼，但投资者认为同样的命运最终会降临到该公司的谷歌Play商店身上。裁决公布后，苹果股价下跌3%，而谷歌母公司AlphabetInc.周五下跌近2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2e6653bb213d502972b519902b2c7f39\" tg-width=\"330\" tg-height=\"417\" width=\"100%\" height=\"auto\">Now Wall Street isn’t so sure. Both stocks regained some ground Monday after several analysts noted both thelikely length of timefor the ruling to take effect and the ways the two tech titans could offset at least some of the presumed loss. The upshot is that few observers see much near-term risk for the two mobile app stores expected to generate a combined $34.7 billion in revenue this calendar year, according to consensus estimates from Visible Alpha.</p><p><blockquote>现在华尔街不太确定了。在几位分析师指出裁决生效的可能时间以及两家科技巨头至少可以抵消部分假定损失的方式后，这两只股票周一都收复了一些失地。结果是，根据Visible Alpha的一致估计，很少有观察家认为这两家移动应用商店预计今年将产生347亿美元的总收入，近期会有太大风险。</blockquote></p><p> Apple has 90 days to implement changes before the ruling takes effect. The company could choose to appeal the decision and seek a stay of the ruling while the matter works through the courts. Apple hasn’t said it would do so: It has focused its public comments so far on the parts of the case where it prevailed, such as the judge’s determination that Apple doesn’t qualify as a legal monopoly. Paul Gallant of Cowen thinks Apple has a strong case for appeal given the trial judge’s “nationwide application of a California state law.”</p><p><blockquote>在裁决生效之前，苹果有90天的时间实施变更。该公司可以选择对该决定提出上诉，并在此事通过法院审理期间寻求暂缓裁决。苹果尚未表示会这样做：迄今为止，它的公开评论主要集中在该案中获胜的部分，例如法官认定苹果不符合合法垄断资格。考恩的保罗·加兰特认为，鉴于初审法官“在全国范围内适用加州法律”，苹果有充分的上诉理由。</blockquote></p><p> And if the ruling stands, several analysts expressed doubt that every Apple device user would switch to using different payment methods. Kyle McNealy of Jefferies cited “consumer aversion to entering payment details for a high volume of apps separately,” while Katy Huberty ofMorgan Stanleysaid changes from the ruling “would require consumers to manage disparate accounts across many developers, creating more friction than the current App Store model.” Ms. Huberty estimates that, if Apple were to lose all revenue from the 20 largest app developers globally, the loss would equate to about 2% of revenue and 5% of EPS in Apple’s 2022 fiscal year “in a worst-case scenario.”</p><p><blockquote>如果裁决成立，几位分析师对每个苹果设备用户是否会改用不同的支付方式表示怀疑。杰富瑞(Jefferies)的凯尔·麦克尼利(Kyle McNealy)表示，“消费者不愿意单独输入大量应用程序的支付详细信息”，而摩根士丹利(Morgan Stanley)的凯蒂·休伯蒂(Katy Huberty)表示，该裁决的变化“将要求消费者管理许多开发商的不同账户，从而比当前的应用程序商店模式造成更多摩擦。”Huberty女士估计，如果苹果失去全球20家最大应用开发商的所有收入，“在最坏的情况下”，损失将相当于苹果2022财年收入的2%左右和每股收益的5%。</blockquote></p><p> And even if developers secure some savings on the commissions that they have to pay on in-app sales, at least some of that would likely be plowed back into user acquisition. That would likely mean a jump in advertising revenue for Apple, and especially Google, which dominates the online advertising market. Stephen Ju ofCredit Suisseleft his estimates for Google unchanged, writing that increased marketing spending by developers “will likely see Google recapture some lost fees as search/app install revenue.”</p><p><blockquote>即使开发者节省了一些应用内销售佣金，至少其中一部分可能会重新投入到用户获取中。这可能意味着苹果广告收入的大幅增长，尤其是在在线广告市场占据主导地位的谷歌。瑞士信贷的Stephen Ju维持对谷歌的预期不变，他写道，开发者增加营销支出“可能会让谷歌夺回一些损失的费用，作为搜索/应用安装收入。”</blockquote></p><p> The rub is that such resilience on the part of two companies valued at a combined $4.4 trillion could further fuel the drive by lawmakers to take big tech down a few pegs. Apple and Google own the two operating systems that power nearly every smartphone on earth, but the mobile app stores for both are small relative to their core businesses at roughly 5% of annual revenues. The two might want to consider if every dollar is worth fighting for.</p><p><blockquote>问题在于，两家总价值4.4万亿美元的公司的这种弹性可能会进一步推动立法者降低大型科技公司的一些挂钩。苹果和谷歌拥有两种操作系统，几乎为地球上的每一部智能手机提供支持，但两者的移动应用商店相对于其核心业务来说都很小，约占年收入的5%。两人可能要考虑是否每一块钱都值得为之奋斗。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/apple-google-could-still-win-from-app-store-loss-11631617201?mod=rss_markets_main\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apple-google-could-still-win-from-app-store-loss-11631617201?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166249737","content_text":"User friction, developer marketing needs could offset loss of payment exclusivity.\n\nAppleInc.AAPL0.39%and Google have ways to mitigate last week’s damaging legal ruling regarding their app store businesses. Ironically, their ability to do so could also prove their critics’ point.\nLast week’s ruling, in a federal case brought by Epic Games, found that Apple’s policy of preventing alternative payment systems within apps on its devices qualified as “anticompetitive conduct” under California law. Thepresiding judge orderedApple to halt the practice, which could in theoryeat significantly into the revenuegenerated by its App Store from the commissions paid on in-app purchases. Google wasn’t involved in the lawsuit, but investors figured the same fate would eventually befall the company’s Google Play store. Apple shares slid 3% while Google-parentAlphabetInc.fell nearly 2% on Friday following the ruling.\nNow Wall Street isn’t so sure. Both stocks regained some ground Monday after several analysts noted both thelikely length of timefor the ruling to take effect and the ways the two tech titans could offset at least some of the presumed loss. The upshot is that few observers see much near-term risk for the two mobile app stores expected to generate a combined $34.7 billion in revenue this calendar year, according to consensus estimates from Visible Alpha.\nApple has 90 days to implement changes before the ruling takes effect. The company could choose to appeal the decision and seek a stay of the ruling while the matter works through the courts. Apple hasn’t said it would do so: It has focused its public comments so far on the parts of the case where it prevailed, such as the judge’s determination that Apple doesn’t qualify as a legal monopoly. Paul Gallant of Cowen thinks Apple has a strong case for appeal given the trial judge’s “nationwide application of a California state law.”\nAnd if the ruling stands, several analysts expressed doubt that every Apple device user would switch to using different payment methods. Kyle McNealy of Jefferies cited “consumer aversion to entering payment details for a high volume of apps separately,” while Katy Huberty ofMorgan Stanleysaid changes from the ruling “would require consumers to manage disparate accounts across many developers, creating more friction than the current App Store model.” Ms. Huberty estimates that, if Apple were to lose all revenue from the 20 largest app developers globally, the loss would equate to about 2% of revenue and 5% of EPS in Apple’s 2022 fiscal year “in a worst-case scenario.”\nAnd even if developers secure some savings on the commissions that they have to pay on in-app sales, at least some of that would likely be plowed back into user acquisition. That would likely mean a jump in advertising revenue for Apple, and especially Google, which dominates the online advertising market. Stephen Ju ofCredit Suisseleft his estimates for Google unchanged, writing that increased marketing spending by developers “will likely see Google recapture some lost fees as search/app install revenue.”\nThe rub is that such resilience on the part of two companies valued at a combined $4.4 trillion could further fuel the drive by lawmakers to take big tech down a few pegs. Apple and Google own the two operating systems that power nearly every smartphone on earth, but the mobile app stores for both are small relative to their core businesses at roughly 5% of annual revenues. The two might want to consider if every dollar is worth fighting for.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888176141,"gmtCreate":1631468366983,"gmtModify":1631890778564,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Pls like 👍🏻 ","listText":"Pls like 👍🏻 ","text":"Pls like 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/888176141","repostId":"2166290377","repostType":4,"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881899318,"gmtCreate":1631321576734,"gmtModify":1631890778569,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Pls like and comment ","listText":"Pls like and comment ","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881899318","repostId":"2166711943","repostType":4,"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880005249,"gmtCreate":1630995158381,"gmtModify":1631890778571,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Pls like 👍🏻 ","listText":"Pls like 👍🏻 ","text":"Pls like 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/880005249","repostId":"2165880909","repostType":4,"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817694987,"gmtCreate":1630938588149,"gmtModify":1631890778573,"author":{"id":"3568580406017469","authorId":"3568580406017469","name":"AL30","avatar":"https://static.tigerbbs.com/8f77aca4dee7e85735912a4dff52ffc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568580406017469","authorIdStr":"3568580406017469"},"themes":[],"htmlText":"Pls like 🙏🏼 ","listText":"Pls like 🙏🏼 ","text":"Pls like 🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817694987","repostId":"1158349328","repostType":4,"repost":{"id":"1158349328","kind":"news","pubTimestamp":1630913486,"share":"https://www.laohu8.com/m/news/1158349328?lang=zh_CN&edition=full","pubTime":"2021-09-06 15:31","market":"us","language":"en","title":"Why 2021 Is the Kind of Year to Banish the September Stock Blues<blockquote>为什么2021年是消除9月股市忧郁的一年</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158349328","media":"Barron's","summary":"Stocks famously perform poorly in September. But that may not necessarily be the case in a year like","content":"<p>Stocks famously perform poorly in September. But that may not necessarily be the case in a year like 2021.</p><p><blockquote>众所周知，9月份股市表现不佳。但在2021年这样的年份，情况可能不一定如此。</blockquote></p><p> Since 1928, the average September return for the S&P 500 has been a 0.99% loss. That makes the month far worse than May, which ranks second in investor gloom with an average loss of 0.11%. But there’s a caveat here. History also finds that Septembers that follow strong gains earlier in the year tended to have positive returns. When the S&P 500 rose by more than 13% over the first six months, the median September gain since 1928 rang in at 1.4%, according to Fundstrat.</p><p><blockquote>自1928年以来，标普500 9月份的平均回报率为0.99%。这使得本月比5月份要糟糕得多，5月份在投资者悲观情绪中排名第二，平均跌幅为0.11%。但这里有一个警告。历史还发现，今年早些时候强劲上涨后的9月份往往会有正回报。根据Fundstrat的数据，当标普500在前六个月上涨超过13%时，自1928年以来9月份的涨幅中位数为1.4%。</blockquote></p><p> Over that 93-year span, the S&P fell in 54% of the Septembers. But when markets rose from January through June, 63% of the Septembers saw positive gains. Through June of this year, the S&P 500 rallied 14%.</p><p><blockquote>在这93年的时间里，标准普尔指数在9月份下跌了54%。但当市场从1月到6月上涨时，63%的9月份出现了正收益。截至今年6月，标普500上涨了14%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dc9b7962b08fe42d27d182d586cf20e4\" tg-width=\"778\" tg-height=\"440\" referrerpolicy=\"no-referrer\">A similar trend applies to the year. Strategists atWells Fargo recently lifted their target for the S&P 500 to a level that reflects more than 6% upside from current prices. Using data back to 1990, they say that in years in which the S&P sees double-digit percentage gains for the first eight months, it rises another 8% to finish the year.</p><p><blockquote>类似的趋势也适用于这一年。富国银行的策略师最近将标普500的目标上调至较当前价格上涨6%以上的水平。他们利用1990年的数据表示，在标普指数前八个月出现两位数百分比涨幅的年份，年底又会上涨8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/23718a745d8c03556be0411afdf1af64\" tg-width=\"792\" tg-height=\"438\" referrerpolicy=\"no-referrer\">The S&P 500 closed on Thursday at 4523, ending August with a year-to-date gain of 20.4%. But be aware of one thing: The ride could be bumpy. The S&P 500 hasn’t had a pullback of more than 5% this year. With risks on the horizon—the Delta variant, inflation, high valuations, even a corporate-tax increase—stocks could easily correct. “Markets are ‘overbought’ and due for a pullback,” writes Fundstrat research head Tom Lee. Perhaps, but don’t be surprised if this market bucks the September blues.</p><p><blockquote>标普500周四收于4523点，以今年迄今20.4%的涨幅结束8月份。但请注意一件事：旅程可能会很颠簸。标普500今年的回调幅度从未超过5%。随着德尔塔变异毒株、通货膨胀、高估值，甚至公司税增加等风险的出现，股市很容易调整。Fundstrat研究主管汤姆·李(Tom Lee)写道：“市场‘超买’，即将回调。”也许吧，但如果这个市场逆着九月的忧郁，也不要感到惊讶。</blockquote></p><p> <b>This Week </b></p><p><blockquote><b>本周</b></blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> <b>Stock and fixed-income</b> markets are closed in observance of Labor Day.</p><p><blockquote><b>股票和固定收益</b>市场因劳动节而关闭。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote><b>劳工局</b>统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> <b>The Federal Reserve</b> reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote><b>美联储</b>报告7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> <b>The Federal Reserve</b> releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote><b>美联储</b>今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> <b>The European Central</b> Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote><b>欧洲中部</b>银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote><b>劳工部</b>报告截至9月4日当周首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> <b>The BLS reports</b>the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote><b>劳工统计局报告</b>8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings. Albemarle and Bio-Techne host their 2021 investor days.</p><p><blockquote>克罗格评级召开会议讨论收益。Albemarle和Bio-Techne举办2021年投资者日。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why 2021 Is the Kind of Year to Banish the September Stock Blues<blockquote>为什么2021年是消除9月股市忧郁的一年</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 2021 Is the Kind of Year to Banish the September Stock Blues<blockquote>为什么2021年是消除9月股市忧郁的一年</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-06 15:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks famously perform poorly in September. But that may not necessarily be the case in a year like 2021.</p><p><blockquote>众所周知，9月份股市表现不佳。但在2021年这样的年份，情况可能不一定如此。</blockquote></p><p> Since 1928, the average September return for the S&P 500 has been a 0.99% loss. That makes the month far worse than May, which ranks second in investor gloom with an average loss of 0.11%. But there’s a caveat here. History also finds that Septembers that follow strong gains earlier in the year tended to have positive returns. When the S&P 500 rose by more than 13% over the first six months, the median September gain since 1928 rang in at 1.4%, according to Fundstrat.</p><p><blockquote>自1928年以来，标普500 9月份的平均回报率为0.99%。这使得本月比5月份要糟糕得多，5月份在投资者悲观情绪中排名第二，平均跌幅为0.11%。但这里有一个警告。历史还发现，今年早些时候强劲上涨后的9月份往往会有正回报。根据Fundstrat的数据，当标普500在前六个月上涨超过13%时，自1928年以来9月份的涨幅中位数为1.4%。</blockquote></p><p> Over that 93-year span, the S&P fell in 54% of the Septembers. But when markets rose from January through June, 63% of the Septembers saw positive gains. Through June of this year, the S&P 500 rallied 14%.</p><p><blockquote>在这93年的时间里，标准普尔指数在9月份下跌了54%。但当市场从1月到6月上涨时，63%的9月份出现了正收益。截至今年6月，标普500上涨了14%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dc9b7962b08fe42d27d182d586cf20e4\" tg-width=\"778\" tg-height=\"440\" referrerpolicy=\"no-referrer\">A similar trend applies to the year. Strategists atWells Fargo recently lifted their target for the S&P 500 to a level that reflects more than 6% upside from current prices. Using data back to 1990, they say that in years in which the S&P sees double-digit percentage gains for the first eight months, it rises another 8% to finish the year.</p><p><blockquote>类似的趋势也适用于这一年。富国银行的策略师最近将标普500的目标上调至较当前价格上涨6%以上的水平。他们利用1990年的数据表示，在标普指数前八个月出现两位数百分比涨幅的年份，年底又会上涨8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/23718a745d8c03556be0411afdf1af64\" tg-width=\"792\" tg-height=\"438\" referrerpolicy=\"no-referrer\">The S&P 500 closed on Thursday at 4523, ending August with a year-to-date gain of 20.4%. But be aware of one thing: The ride could be bumpy. The S&P 500 hasn’t had a pullback of more than 5% this year. With risks on the horizon—the Delta variant, inflation, high valuations, even a corporate-tax increase—stocks could easily correct. “Markets are ‘overbought’ and due for a pullback,” writes Fundstrat research head Tom Lee. Perhaps, but don’t be surprised if this market bucks the September blues.</p><p><blockquote>标普500周四收于4523点，以今年迄今20.4%的涨幅结束8月份。但请注意一件事：旅程可能会很颠簸。标普500今年的回调幅度从未超过5%。随着德尔塔变异毒株、通货膨胀、高估值，甚至公司税增加等风险的出现，股市很容易调整。Fundstrat研究主管汤姆·李(Tom Lee)写道：“市场‘超买’，即将回调。”也许吧，但如果这个市场逆着九月的忧郁，也不要感到惊讶。</blockquote></p><p> <b>This Week </b></p><p><blockquote><b>本周</b></blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> <b>Stock and fixed-income</b> markets are closed in observance of Labor Day.</p><p><blockquote><b>股票和固定收益</b>市场因劳动节而关闭。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote><b>劳工局</b>统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> <b>The Federal Reserve</b> reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote><b>美联储</b>报告7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> <b>The Federal Reserve</b> releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote><b>美联储</b>今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> <b>The European Central</b> Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote><b>欧洲中部</b>银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote><b>劳工部</b>报告截至9月4日当周首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> <b>The BLS reports</b>the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote><b>劳工统计局报告</b>8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings. Albemarle and Bio-Techne host their 2021 investor days.</p><p><blockquote>克罗格评级召开会议讨论收益。Albemarle和Bio-Techne举办2021年投资者日。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/september-stock-market-outlook-51630703979?mod=markets\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/articles/september-stock-market-outlook-51630703979?mod=markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158349328","content_text":"Stocks famously perform poorly in September. But that may not necessarily be the case in a year like 2021.\nSince 1928, the average September return for the S&P 500 has been a 0.99% loss. That makes the month far worse than May, which ranks second in investor gloom with an average loss of 0.11%. But there’s a caveat here. History also finds that Septembers that follow strong gains earlier in the year tended to have positive returns. When the S&P 500 rose by more than 13% over the first six months, the median September gain since 1928 rang in at 1.4%, according to Fundstrat.\nOver that 93-year span, the S&P fell in 54% of the Septembers. But when markets rose from January through June, 63% of the Septembers saw positive gains. Through June of this year, the S&P 500 rallied 14%.\nA similar trend applies to the year. Strategists atWells Fargo recently lifted their target for the S&P 500 to a level that reflects more than 6% upside from current prices. Using data back to 1990, they say that in years in which the S&P sees double-digit percentage gains for the first eight months, it rises another 8% to finish the year.\nThe S&P 500 closed on Thursday at 4523, ending August with a year-to-date gain of 20.4%. But be aware of one thing: The ride could be bumpy. The S&P 500 hasn’t had a pullback of more than 5% this year. With risks on the horizon—the Delta variant, inflation, high valuations, even a corporate-tax increase—stocks could easily correct. “Markets are ‘overbought’ and due for a pullback,” writes Fundstrat research head Tom Lee. Perhaps, but don’t be surprised if this market bucks the September blues.\nThis Week \nMonday 9/6\nStock and fixed-income markets are closed in observance of Labor Day.\nTuesday 9/7\nCasey’s General Stores and Coupa Software announce earnings.\nWednesday 9/8\nCopart, GameStop, and Lululemon Athletica release quarterly results.\nAnalog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.\nGlobal Payments, Johnson Controls International, and ResMed hold virtual investor days.\nThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.\nThe Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.\nThe Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.\nThursday 9/9\nHome Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.\nModerna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.\nDanaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.\nInternational Paper, Synchrony Financial, and Willis Towers Watson hold investor days.\nThe European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.\nThe Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.\nFriday 9/10\nThe BLS reportsthe producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.\nKroger holds a conference calls to discuss earnings. Albemarle and Bio-Techne host their 2021 investor days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}