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- viknesnviknesn
  ·2021-07-18
  Yessir
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- viknesnviknesn
  ·2021-07-14
  Yessir
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- viknesnviknesn
  ·2021-06-24
  Yessir
  The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转——这些股票将受到影响</blockquote>
  5 reasons the pandemic megatrend is over. One of the biggest investment stories of the COVID-19 pan
  The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转——这些股票将受到影响</blockquote>
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- viknesnviknesn
  ·2021-06-18
  Good share like and comment
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- viknesnviknesn
  ·2021-06-17
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- viknesnviknesn
  ·2021-06-17
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- viknesnviknesn
  ·2021-06-17
  Buy the dips ?
  Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>
  Company plunges After Covid Shot Falls Short With 47% Efficacy Effectiveness is far below that seen
  Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>
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- viknesnviknesn
  ·2021-06-17
  Yessir
  Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>
  Company plunges After Covid Shot Falls Short With 47% Efficacy Effectiveness is far below that seen
  Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>
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- viknesnviknesn
  ·2021-06-17
  Comment and like
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- viknesnviknesn
  ·2021-06-16
  Good read
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18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转——这些股票将受到影响</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<p>  <b>5 reasons the pandemic megatrend is over.</b>  One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p><p><blockquote><b>大流行大趋势结束的5个原因。</b>COVID-19大流行最大的投资故事之一是以“郊区避难所”为主题的非必需消费品股票的繁荣。从电商平台到家装店，再到家具和家居用品商家，许多表现最好的企业都符合这种口味。</blockquote></p><p> Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p><p><blockquote>以基础广泛的Vanguard非必需消费品指数基金ETF VCR为例，+0.66%，从2020年3月到2021年3月飙升了90%以上。这要归功于家装股Lowe's LOW(-0.30%)和Home Depot HD(-0.33%)以及TJX TJX(-0.08%)等零售商。</blockquote></p><p> Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p><p><blockquote>然而，最近，其中许多名称的性能开始滞后。事实上，自4月1日以来，我们看到这三只股票都小幅下跌，尽管标普500 SPX指数-0.11%同期上涨了约6%。</blockquote></p><p> And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p><p><blockquote>有些人担心这可能只是开始。正如一位华尔街内部人士最近在接受彭博社采访时所说，包括五金店和家居用品商家在内的居家股票即将“大幅放松”。</blockquote></p><p> While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p><p><blockquote>虽然一些知名的“郊区”交易仍然相对稳定，但麻烦的迹象已经在边缘出现。Century Communities CCS(-0.34%)和Dream Finders Homes DFH(-2.55%)这两家中型单户住宅建筑商的股价在上个月暴跌了两位数。家具方面，家电巨头惠而浦公司WHR(-0.51%)和百货公司Nordstrom JWN(+2.03%)均较春季高点大幅下跌。</blockquote></p><p> <b>Here are five big reasons why:</b></p><p><blockquote><b>以下是五大原因：</b></blockquote></p><p> <b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p><p><blockquote><b>1.</b> <b>升级周期结束</b></blockquote></p><p> Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p><p><blockquote>去年夏天，被困在家里的白领们记下了逾期的项目，并利用了能够轻松与承包商见面的机会。但在许多方面，这种增长是不可持续的。</blockquote></p><p> Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p><p><blockquote>根据NPD集团的数据，考虑一下房主的购买类型。水龙头、厨柜甚至马桶都是2020年销售的最受欢迎的产品。不用说，即使是最挥霍的房主也不会遵循每年改造厨房和浴室的升级周期。</blockquote></p><p> The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p><p><blockquote>家具和其他家居用品也是如此。互联网巨头Comscore在2020年5月记录了历史上相关网站的最高访问量，1.33亿网络冲浪者购买了某种家居用品。再说一次，新沙发或台灯不是每年都会购买的——所以这种趋势似乎无法持续很长时间。</blockquote></p><p> <b>2.&nbsp;Valuations are stretched</b></p><p><blockquote><b>2.估值捉襟见肘</b></blockquote></p><p> Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p><p><blockquote>谈到家居用品供应商的大流行后高峰，我们已经看到财务状况通过利润和销售额的增加证实了这些大幅增长。然而，我们也看到许多相关商家的股价飙升得更多——超出了历史标准的估值。</blockquote></p><p> Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p><p><blockquote>以TJX为例。目前，这家折扣零售商的远期市盈率超过26，而2020年春季的远期市盈率仅为21。其往绩市销率目前为2.1，而此前为1.4。</blockquote></p><p> What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p><p><blockquote>更重要的是，TJX等之前宠儿的估值也与同行不符。考虑到目前整个标普500指数的远期市盈率为22，而其他类似的公司，如梅西百货M，+0.70%和Big Lot Big，-3.71%，实际上其远期市盈率远低于10。当然，你可以说TJX是独一无二的……但你可能也想知道目前流行的居家交易之外的许多其他股票的“公允价值”是什么样的。</blockquote></p><p> <b>3.&nbsp;Delays and shortages</b></p><p><blockquote><b>3.延误和短缺</b></blockquote></p><p> Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p><p><blockquote>当然，这些股票在大流行推动下达到峰值的未来增长并非不可能。但考虑到供应链中断，这似乎不太可能。造成这些延误的原因有很多，包括海外运输延误以及影响许多行业的产能和产量紧缩，但“呆在家里”的股票似乎受到的打击尤其严重。</blockquote></p><p> Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p><p><blockquote>根据全国住宅建筑商协会的数据，家装产品根本无处可寻，大约94%的建筑商报告“至少有一些严重的电器短缺”。另有93%的人缺乏框架木材，87%的人表示很难获得门窗。</blockquote></p><p> Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p><p><blockquote>即使你可以克服需求问题，如果没有原材料来发挥作用，也很难看到这一类别的未来增长。</blockquote></p><p> <b>4.&nbsp;Inflationary pressures</b></p><p><blockquote><b>4.通货膨胀压力</b></blockquote></p><p> For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p><p><blockquote>对于那些还没有为承包商支付现金或忍受昂贵的新家具长时间延误的人来说，现在对新购物者来说有一个相当大的抑制因素：通货膨胀。</blockquote></p><p></p><p> The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p><p><blockquote>5月份消费者价格指数衡量的生活成本上涨0.6%，年增长率为5%。这不仅高于预期，而且是自2008年夏季以来最快的速度。通胀风险如此明显，以至于美联储公开表示可能会提前预期加息的时间表，以掩盖风险。</blockquote></p><p> Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p><p><blockquote>当然，通货膨胀并不总是丧钟。但从历史上看，它削弱了购买力，并可能减少我们在去年左右看到的“呆在家里”股票的一些支出。</blockquote></p><p> <b>5.&nbsp;Home-equity hubris</b></p><p><blockquote><b>5.房屋净值傲慢</b></blockquote></p><p> Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p><p><blockquote>说到炙手可热的通货膨胀：5月份，美国房屋中值价格首次突破35万美元，比2020年上涨23.6%。此外，Realtor.com的一项调查显示，大约三分之一的待售房主希望得到高于要价的价格，大约相同数量的房主希望在上市一周内收到报价。</blockquote></p><p> Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p><p><blockquote>其中一些是合理的。近年来，有许多文章都是关于有吸引力的市场供应短缺的，重要的是要承认疫情的远程工作确实对人们为什么住在他们居住的地方产生了一些破坏性的反思。</blockquote></p><p> But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p><p><blockquote>但事情变得危险的地方是：房主已经提前在房价上花费了预期的溢价。根据房地美的数据，去年美国房屋的股权贷款约为1527亿美元，比2019年大幅增长41.7%，是自2007年以来最高的再融资套现金额。</blockquote></p><p> Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p><p><blockquote>有人记得2007年房地产市场发生了什么吗？还是当年类似的卖家权利感？目前还没有明显的泡沫破裂迹象，但美国房主可能对自己房屋的价值过于乐观，而且这种免费的房屋净值贷款可能不会持续太久。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转——这些股票将受到影响</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转——这些股票将受到影响</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-24 18:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>5 reasons the pandemic megatrend is over.</b>  One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p><p><blockquote><b>大流行大趋势结束的5个原因。</b>COVID-19大流行最大的投资故事之一是以“郊区避难所”为主题的非必需消费品股票的繁荣。从电商平台到家装店，再到家具和家居用品商家，许多表现最好的企业都符合这种口味。</blockquote></p><p> Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p><p><blockquote>以基础广泛的Vanguard非必需消费品指数基金ETF VCR为例，+0.66%，从2020年3月到2021年3月飙升了90%以上。这要归功于家装股Lowe's LOW(-0.30%)和Home Depot HD(-0.33%)以及TJX TJX(-0.08%)等零售商。</blockquote></p><p> Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p><p><blockquote>然而，最近，其中许多名称的性能开始滞后。事实上，自4月1日以来，我们看到这三只股票都小幅下跌，尽管标普500 SPX指数-0.11%同期上涨了约6%。</blockquote></p><p> And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p><p><blockquote>有些人担心这可能只是开始。正如一位华尔街内部人士最近在接受彭博社采访时所说，包括五金店和家居用品商家在内的居家股票即将“大幅放松”。</blockquote></p><p> While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p><p><blockquote>虽然一些知名的“郊区”交易仍然相对稳定，但麻烦的迹象已经在边缘出现。Century Communities CCS(-0.34%)和Dream Finders Homes DFH(-2.55%)这两家中型单户住宅建筑商的股价在上个月暴跌了两位数。家具方面，家电巨头惠而浦公司WHR(-0.51%)和百货公司Nordstrom JWN(+2.03%)均较春季高点大幅下跌。</blockquote></p><p> <b>Here are five big reasons why:</b></p><p><blockquote><b>以下是五大原因：</b></blockquote></p><p> <b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p><p><blockquote><b>1.</b> <b>升级周期结束</b></blockquote></p><p> Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p><p><blockquote>去年夏天，被困在家里的白领们记下了逾期的项目，并利用了能够轻松与承包商见面的机会。但在许多方面，这种增长是不可持续的。</blockquote></p><p> Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p><p><blockquote>根据NPD集团的数据，考虑一下房主的购买类型。水龙头、厨柜甚至马桶都是2020年销售的最受欢迎的产品。不用说，即使是最挥霍的房主也不会遵循每年改造厨房和浴室的升级周期。</blockquote></p><p> The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p><p><blockquote>家具和其他家居用品也是如此。互联网巨头Comscore在2020年5月记录了历史上相关网站的最高访问量，1.33亿网络冲浪者购买了某种家居用品。再说一次，新沙发或台灯不是每年都会购买的——所以这种趋势似乎无法持续很长时间。</blockquote></p><p> <b>2.&nbsp;Valuations are stretched</b></p><p><blockquote><b>2.估值捉襟见肘</b></blockquote></p><p> Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p><p><blockquote>谈到家居用品供应商的大流行后高峰，我们已经看到财务状况通过利润和销售额的增加证实了这些大幅增长。然而，我们也看到许多相关商家的股价飙升得更多——超出了历史标准的估值。</blockquote></p><p> Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p><p><blockquote>以TJX为例。目前，这家折扣零售商的远期市盈率超过26，而2020年春季的远期市盈率仅为21。其往绩市销率目前为2.1，而此前为1.4。</blockquote></p><p> What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p><p><blockquote>更重要的是，TJX等之前宠儿的估值也与同行不符。考虑到目前整个标普500指数的远期市盈率为22，而其他类似的公司，如梅西百货M，+0.70%和Big Lot Big，-3.71%，实际上其远期市盈率远低于10。当然，你可以说TJX是独一无二的……但你可能也想知道目前流行的居家交易之外的许多其他股票的“公允价值”是什么样的。</blockquote></p><p> <b>3.&nbsp;Delays and shortages</b></p><p><blockquote><b>3.延误和短缺</b></blockquote></p><p> Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p><p><blockquote>当然，这些股票在大流行推动下达到峰值的未来增长并非不可能。但考虑到供应链中断，这似乎不太可能。造成这些延误的原因有很多，包括海外运输延误以及影响许多行业的产能和产量紧缩，但“呆在家里”的股票似乎受到的打击尤其严重。</blockquote></p><p> Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p><p><blockquote>根据全国住宅建筑商协会的数据，家装产品根本无处可寻，大约94%的建筑商报告“至少有一些严重的电器短缺”。另有93%的人缺乏框架木材，87%的人表示很难获得门窗。</blockquote></p><p> Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p><p><blockquote>即使你可以克服需求问题，如果没有原材料来发挥作用，也很难看到这一类别的未来增长。</blockquote></p><p> <b>4.&nbsp;Inflationary pressures</b></p><p><blockquote><b>4.通货膨胀压力</b></blockquote></p><p> For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p><p><blockquote>对于那些还没有为承包商支付现金或忍受昂贵的新家具长时间延误的人来说，现在对新购物者来说有一个相当大的抑制因素：通货膨胀。</blockquote></p><p></p><p> The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p><p><blockquote>5月份消费者价格指数衡量的生活成本上涨0.6%，年增长率为5%。这不仅高于预期，而且是自2008年夏季以来最快的速度。通胀风险如此明显，以至于美联储公开表示可能会提前预期加息的时间表，以掩盖风险。</blockquote></p><p> Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p><p><blockquote>当然，通货膨胀并不总是丧钟。但从历史上看，它削弱了购买力，并可能减少我们在去年左右看到的“呆在家里”股票的一些支出。</blockquote></p><p> <b>5.&nbsp;Home-equity hubris</b></p><p><blockquote><b>5.房屋净值傲慢</b></blockquote></p><p> Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p><p><blockquote>说到炙手可热的通货膨胀：5月份，美国房屋中值价格首次突破35万美元，比2020年上涨23.6%。此外，Realtor.com的一项调查显示，大约三分之一的待售房主希望得到高于要价的价格，大约相同数量的房主希望在上市一周内收到报价。</blockquote></p><p> Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p><p><blockquote>其中一些是合理的。近年来，有许多文章都是关于有吸引力的市场供应短缺的，重要的是要承认疫情的远程工作确实对人们为什么住在他们居住的地方产生了一些破坏性的反思。</blockquote></p><p> But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p><p><blockquote>但事情变得危险的地方是：房主已经提前在房价上花费了预期的溢价。根据房地美的数据，去年美国房屋的股权贷款约为1527亿美元，比2019年大幅增长41.7%，是自2007年以来最高的再融资套现金额。</blockquote></p><p> Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p><p><blockquote>有人记得2007年房地产市场发生了什么吗？还是当年类似的卖家权利感？目前还没有明显的泡沫破裂迹象，但美国房主可能对自己房屋的价值过于乐观，而且这种免费的房屋净值贷款可能不会持续太久。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168277627,"gmtCreate":1623977717769,"gmtModify":1631886845815,"author":{"id":"3570432127764121","authorId":"3570432127764121","name":"viknesn","avatar":"https://static.tigerbbs.com/d6852b194b090892b9f0683613336e68","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570432127764121","authorIdStr":"3570432127764121"},"themes":[],"htmlText":"Good share like and comment","listText":"Good share like and comment","text":"Good share like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168277627","repostId":"2144286417","repostType":4,"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161893047,"gmtCreate":1623915690189,"gmtModify":1631886845830,"author":{"id":"3570432127764121","authorId":"3570432127764121","name":"viknesn","avatar":"https://static.tigerbbs.com/d6852b194b090892b9f0683613336e68","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570432127764121","authorIdStr":"3570432127764121"},"themes":[],"htmlText":"Yessir","listText":"Yessir","text":"Yessir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161893047","repostId":"2143794095","repostType":4,"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163296781,"gmtCreate":1623885533543,"gmtModify":1631886845839,"author":{"id":"3570432127764121","authorId":"3570432127764121","name":"viknesn","avatar":"https://static.tigerbbs.com/d6852b194b090892b9f0683613336e68","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570432127764121","authorIdStr":"3570432127764121"},"themes":[],"htmlText":"Yessir","listText":"Yessir","text":"Yessir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163296781","repostId":"1144033737","repostType":4,"isVote":1,"tweetType":1,"viewCount":2479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163296191,"gmtCreate":1623885522714,"gmtModify":1631886845851,"author":{"id":"3570432127764121","authorId":"3570432127764121","name":"viknesn","avatar":"https://static.tigerbbs.com/d6852b194b090892b9f0683613336e68","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570432127764121","authorIdStr":"3570432127764121"},"themes":[],"htmlText":"Buy the dips ?","listText":"Buy the dips ?","text":"Buy the dips ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163296191","repostId":"1199737134","repostType":4,"repost":{"id":"1199737134","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623885157,"share":"https://www.laohu8.com/m/news/1199737134?lang=zh_CN&edition=full","pubTime":"2021-06-17 07:12","market":"us","language":"en","title":"Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199737134","media":"Tiger Newspress","summary":"Company plunges After Covid Shot Falls Short With 47% Efficacy\nEffectiveness is far below that seen ","content":"<p><ul>  <li>Company plunges After Covid Shot Falls Short With 47% Efficacy</li>  <li>Effectiveness is far below that seen with other mRNA vaccines</li> </ul> CureVac NV&nbsp;shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.</p><p><blockquote><ul><li>Covid疫苗疗效达47%后公司股价暴跌</li><li>有效性远低于其他mRNA疫苗</li></ul>CureVac NV股价暴跌，此前对一项因病毒变种传播而陷入混乱的大型研究的初步分析发现，其Covid-19疫苗的有效率为47%，远低于其他信使RNA疫苗设定的高标准。</blockquote></p><p> The interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.</p><p><blockquote>这家德国公司在一份声明中表示，对约40,000名志愿者数据的中期分析包括134例Covid病例。CureVac拒绝透露有多少注射疫苗的人生病了，也拒绝透露有多少人接受了安慰剂。但首席技术官Mariola Fotin-Mleczek在周三接受采访时表示，结果表明，该疫苗对老年人的效果不如对年轻人的效果。</blockquote></p><p> Though preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.</p><p><blockquote>尽管是初步的，但随着世界各地的富裕国家迅速采取行动，用现有的疫苗为其人口接种疫苗，这些结果对疫苗的未来提出了质疑。CureVac首席执行官Franz-Werner Haas表示，尽管如此，CureVac仍将完成试验并计划获得批准。</blockquote></p><p> “There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.</p><p><blockquote>“对疫苗的需求巨大，我认为我们仍然可以做出贡献，”哈斯说。</blockquote></p><p> The company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.</p><p><blockquote>截至周三收盘，该公司股价今年上涨17%，在盘后交易中下跌超过49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d6ec3f2e05cfbc6c7d87c3fa174f459c\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> In April, Elon Musk tweeted about CureVac, which&nbsp;Tesla Inc.&nbsp;has&nbsp;partnered with&nbsp;on a vaccine printer,saying&nbsp;it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.</p><p><blockquote>今年4月，Elon Musk在推特上谈到了特斯拉公司与CureVac合作开发疫苗打印机的情况，称“听起来他们距离监管部门批准还有几个月的时间”。他补充说，“今年夏天将迎来一波疫苗浪潮。”他后来删除了这条推文。</blockquote></p><p> The shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with&nbsp;Bayer AG,GlaxoSmithKline Plc&nbsp;and the&nbsp;U.K. government&nbsp;aimed at speeding production of its shot and future versions that will target mutated strains.</p><p><blockquote>这种注射可能会促进发展中国家的发展，因为它不需要其他Covid注射所需的深度冷冻。CureVac由德国政府部分拥有，已经与拜耳公司、葛兰素史克公司和英国建立了合作关系。政府旨在加快其疫苗和未来针对突变菌株的版本的生产。</blockquote></p><p> The data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the&nbsp;more than 2.4 billion shots&nbsp;administered so far.</p><p><blockquote>这些数据发布之际，世界正处于抗击新冠疫情的十字路口，尽管疫苗接种较少的地方爆发疫情，但全球感染人数仍在下降，这提醒人们疫情还远未结束。迄今为止，最富裕的国家在超过24亿次注射中占据了很大份额。</blockquote></p><p> The proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.</p><p><blockquote>CureVac试验中变异的扩散证明了自去年进行第一批大型疫苗临床试验以来，疫情发生了怎样的变化。</blockquote></p><p> <b>Genetic Sequencing</b></p><p><blockquote><b>基因测序</b></blockquote></p><p> CureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.</p><p><blockquote>CureVac的研究人员对他们纳入分析的134例病例中的124例进行了基因测序。只有一例测序病例是由在我国武汉市首次发现的原始新型冠状病毒病毒引起的。其余的来自一系列变异，包括21%的病例归因于一种名为lambda的新变异，该变异首次在秘鲁发现。</blockquote></p><p> TheWorld Health Organization&nbsp;added lambda to its&nbsp;watchlist&nbsp;as a variant of interest on Monday.</p><p><blockquote>周一，世界卫生组织将lambda作为一种感兴趣的变种添加到其观察名单中。</blockquote></p><p> Some 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.</p><p><blockquote>研究中约57%的Covid病例是由所谓的令人担忧的变异引起的，这是世界卫生组织认为最令人担忧的四种变异。CureVac说，其中大多数——约占所有病例的41%——是由于首次在英国观察到的阿尔法变异。</blockquote></p><p> That variant is now the most common in the U.S., and other vaccines, including shots from&nbsp;Pfizer Inc.&nbsp;and&nbsp;BioNTech SE&nbsp;as well as&nbsp;Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.</p><p><blockquote>这种变异现在在美国最常见，其他疫苗，包括辉瑞公司和BioNTech SE以及Novavax公司的疫苗，已经显示出对它有效。CureVac没有发布有关其疫苗对每种变体的表现的详细数据。</blockquote></p><p> <b>Final Readout</b></p><p><blockquote><b>最终读数</b></blockquote></p><p> More details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.</p><p><blockquote>CureVac表示，更多细节将在该研究的最终读数中出现，其中将包括200多例Covid病例，可能会在两到三周内公布。</blockquote></p><p> Like the shots from&nbsp;Moderna Inc.&nbsp;and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.</p><p><blockquote>与Moderna Inc.和辉瑞-BioNtech联盟的疫苗一样，CureVac的疫苗依赖于mRNA，利用人体自身的细胞作为疫苗工厂。这项技术直到去年才得到证实，但现在已经跃居全球抗击新冠病毒的最前沿。</blockquote></p><p> CureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.</p><p><blockquote>然而，CureVac的注射与其竞争对手略有不同，因为它使用了未经修饰的mRNA形式。</blockquote></p><p> CureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.</p><p><blockquote>CureVac表示，计划今年供应3亿剂疫苗，足以为1.5亿人提供免疫接种。它与合作伙伴一起表示，将在2022年供应超过10亿剂疫苗。</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>Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</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\">\nMusk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-17 07:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Company plunges After Covid Shot Falls Short With 47% Efficacy</li>  <li>Effectiveness is far below that seen with other mRNA vaccines</li> </ul> CureVac NV&nbsp;shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.</p><p><blockquote><ul><li>Covid疫苗疗效达47%后公司股价暴跌</li><li>有效性远低于其他mRNA疫苗</li></ul>CureVac NV股价暴跌，此前对一项因病毒变种传播而陷入混乱的大型研究的初步分析发现，其Covid-19疫苗的有效率为47%，远低于其他信使RNA疫苗设定的高标准。</blockquote></p><p> The interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.</p><p><blockquote>这家德国公司在一份声明中表示，对约40,000名志愿者数据的中期分析包括134例Covid病例。CureVac拒绝透露有多少注射疫苗的人生病了，也拒绝透露有多少人接受了安慰剂。但首席技术官Mariola Fotin-Mleczek在周三接受采访时表示，结果表明，该疫苗对老年人的效果不如对年轻人的效果。</blockquote></p><p> Though preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.</p><p><blockquote>尽管是初步的，但随着世界各地的富裕国家迅速采取行动，用现有的疫苗为其人口接种疫苗，这些结果对疫苗的未来提出了质疑。CureVac首席执行官Franz-Werner Haas表示，尽管如此，CureVac仍将完成试验并计划获得批准。</blockquote></p><p> “There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.</p><p><blockquote>“对疫苗的需求巨大，我认为我们仍然可以做出贡献，”哈斯说。</blockquote></p><p> The company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.</p><p><blockquote>截至周三收盘，该公司股价今年上涨17%，在盘后交易中下跌超过49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d6ec3f2e05cfbc6c7d87c3fa174f459c\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> In April, Elon Musk tweeted about CureVac, which&nbsp;Tesla Inc.&nbsp;has&nbsp;partnered with&nbsp;on a vaccine printer,saying&nbsp;it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.</p><p><blockquote>今年4月，Elon Musk在推特上谈到了特斯拉公司与CureVac合作开发疫苗打印机的情况，称“听起来他们距离监管部门批准还有几个月的时间”。他补充说，“今年夏天将迎来一波疫苗浪潮。”他后来删除了这条推文。</blockquote></p><p> The shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with&nbsp;Bayer AG,GlaxoSmithKline Plc&nbsp;and the&nbsp;U.K. government&nbsp;aimed at speeding production of its shot and future versions that will target mutated strains.</p><p><blockquote>这种注射可能会促进发展中国家的发展，因为它不需要其他Covid注射所需的深度冷冻。CureVac由德国政府部分拥有，已经与拜耳公司、葛兰素史克公司和英国建立了合作关系。政府旨在加快其疫苗和未来针对突变菌株的版本的生产。</blockquote></p><p> The data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the&nbsp;more than 2.4 billion shots&nbsp;administered so far.</p><p><blockquote>这些数据发布之际，世界正处于抗击新冠疫情的十字路口，尽管疫苗接种较少的地方爆发疫情，但全球感染人数仍在下降，这提醒人们疫情还远未结束。迄今为止，最富裕的国家在超过24亿次注射中占据了很大份额。</blockquote></p><p> The proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.</p><p><blockquote>CureVac试验中变异的扩散证明了自去年进行第一批大型疫苗临床试验以来，疫情发生了怎样的变化。</blockquote></p><p> <b>Genetic Sequencing</b></p><p><blockquote><b>基因测序</b></blockquote></p><p> CureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.</p><p><blockquote>CureVac的研究人员对他们纳入分析的134例病例中的124例进行了基因测序。只有一例测序病例是由在我国武汉市首次发现的原始新型冠状病毒病毒引起的。其余的来自一系列变异，包括21%的病例归因于一种名为lambda的新变异，该变异首次在秘鲁发现。</blockquote></p><p> TheWorld Health Organization&nbsp;added lambda to its&nbsp;watchlist&nbsp;as a variant of interest on Monday.</p><p><blockquote>周一，世界卫生组织将lambda作为一种感兴趣的变种添加到其观察名单中。</blockquote></p><p> Some 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.</p><p><blockquote>研究中约57%的Covid病例是由所谓的令人担忧的变异引起的，这是世界卫生组织认为最令人担忧的四种变异。CureVac说，其中大多数——约占所有病例的41%——是由于首次在英国观察到的阿尔法变异。</blockquote></p><p> That variant is now the most common in the U.S., and other vaccines, including shots from&nbsp;Pfizer Inc.&nbsp;and&nbsp;BioNTech SE&nbsp;as well as&nbsp;Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.</p><p><blockquote>这种变异现在在美国最常见，其他疫苗，包括辉瑞公司和BioNTech SE以及Novavax公司的疫苗，已经显示出对它有效。CureVac没有发布有关其疫苗对每种变体的表现的详细数据。</blockquote></p><p> <b>Final Readout</b></p><p><blockquote><b>最终读数</b></blockquote></p><p> More details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.</p><p><blockquote>CureVac表示，更多细节将在该研究的最终读数中出现，其中将包括200多例Covid病例，可能会在两到三周内公布。</blockquote></p><p> Like the shots from&nbsp;Moderna Inc.&nbsp;and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.</p><p><blockquote>与Moderna Inc.和辉瑞-BioNtech联盟的疫苗一样，CureVac的疫苗依赖于mRNA，利用人体自身的细胞作为疫苗工厂。这项技术直到去年才得到证实，但现在已经跃居全球抗击新冠病毒的最前沿。</blockquote></p><p> CureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.</p><p><blockquote>然而，CureVac的注射与其竞争对手略有不同，因为它使用了未经修饰的mRNA形式。</blockquote></p><p> CureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.</p><p><blockquote>CureVac表示，计划今年供应3亿剂疫苗，足以为1.5亿人提供免疫接种。它与合作伙伴一起表示，将在2022年供应超过10亿剂疫苗。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVAC":"CureVac B.V."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199737134","content_text":"Company plunges After Covid Shot Falls Short With 47% Efficacy\nEffectiveness is far below that seen with other mRNA vaccines\n\nCureVac NV shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.\nThe interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.\nThough preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.\n“There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.\nThe company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.\n\nIn April, Elon Musk tweeted about CureVac, which Tesla Inc. has partnered with on a vaccine printer,saying it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.\nThe shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with Bayer AG,GlaxoSmithKline Plc and the U.K. government aimed at speeding production of its shot and future versions that will target mutated strains.\nThe data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the more than 2.4 billion shots administered so far.\nThe proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.\nGenetic Sequencing\nCureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.\nTheWorld Health Organization added lambda to its watchlist as a variant of interest on Monday.\nSome 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.\nThat variant is now the most common in the U.S., and other vaccines, including shots from Pfizer Inc. and BioNTech SE as well as Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.\nFinal Readout\nMore details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.\nLike the shots from Moderna Inc. and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.\nCureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.\nCureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.","news_type":1,"symbols_score_info":{"CVAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163293500,"gmtCreate":1623885472800,"gmtModify":1631886845860,"author":{"id":"3570432127764121","authorId":"3570432127764121","name":"viknesn","avatar":"https://static.tigerbbs.com/d6852b194b090892b9f0683613336e68","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570432127764121","authorIdStr":"3570432127764121"},"themes":[],"htmlText":"Yessir","listText":"Yessir","text":"Yessir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163293500","repostId":"1199737134","repostType":4,"repost":{"id":"1199737134","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623885157,"share":"https://www.laohu8.com/m/news/1199737134?lang=zh_CN&edition=full","pubTime":"2021-06-17 07:12","market":"us","language":"en","title":"Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199737134","media":"Tiger Newspress","summary":"Company plunges After Covid Shot Falls Short With 47% Efficacy\nEffectiveness is far below that seen ","content":"<p><ul>  <li>Company plunges After Covid Shot Falls Short With 47% Efficacy</li>  <li>Effectiveness is far below that seen with other mRNA vaccines</li> </ul> CureVac NV&nbsp;shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.</p><p><blockquote><ul><li>Covid疫苗疗效达47%后公司股价暴跌</li><li>有效性远低于其他mRNA疫苗</li></ul>CureVac NV股价暴跌，此前对一项因病毒变种传播而陷入混乱的大型研究的初步分析发现，其Covid-19疫苗的有效率为47%，远低于其他信使RNA疫苗设定的高标准。</blockquote></p><p> The interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.</p><p><blockquote>这家德国公司在一份声明中表示，对约40,000名志愿者数据的中期分析包括134例Covid病例。CureVac拒绝透露有多少注射疫苗的人生病了，也拒绝透露有多少人接受了安慰剂。但首席技术官Mariola Fotin-Mleczek在周三接受采访时表示，结果表明，该疫苗对老年人的效果不如对年轻人的效果。</blockquote></p><p> Though preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.</p><p><blockquote>尽管是初步的，但随着世界各地的富裕国家迅速采取行动，用现有的疫苗为其人口接种疫苗，这些结果对疫苗的未来提出了质疑。CureVac首席执行官Franz-Werner Haas表示，尽管如此，CureVac仍将完成试验并计划获得批准。</blockquote></p><p> “There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.</p><p><blockquote>“对疫苗的需求巨大，我认为我们仍然可以做出贡献，”哈斯说。</blockquote></p><p> The company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.</p><p><blockquote>截至周三收盘，该公司股价今年上涨17%，在盘后交易中下跌超过49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d6ec3f2e05cfbc6c7d87c3fa174f459c\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> In April, Elon Musk tweeted about CureVac, which&nbsp;Tesla Inc.&nbsp;has&nbsp;partnered with&nbsp;on a vaccine printer,saying&nbsp;it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.</p><p><blockquote>今年4月，Elon Musk在推特上谈到了特斯拉公司与CureVac合作开发疫苗打印机的情况，称“听起来他们距离监管部门批准还有几个月的时间”。他补充说，“今年夏天将迎来一波疫苗浪潮。”他后来删除了这条推文。</blockquote></p><p> The shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with&nbsp;Bayer AG,GlaxoSmithKline Plc&nbsp;and the&nbsp;U.K. government&nbsp;aimed at speeding production of its shot and future versions that will target mutated strains.</p><p><blockquote>这种注射可能会促进发展中国家的发展，因为它不需要其他Covid注射所需的深度冷冻。CureVac由德国政府部分拥有，已经与拜耳公司、葛兰素史克公司和英国建立了合作关系。政府旨在加快其疫苗和未来针对突变菌株的版本的生产。</blockquote></p><p> The data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the&nbsp;more than 2.4 billion shots&nbsp;administered so far.</p><p><blockquote>这些数据发布之际，世界正处于抗击新冠疫情的十字路口，尽管疫苗接种较少的地方爆发疫情，但全球感染人数仍在下降，这提醒人们疫情还远未结束。迄今为止，最富裕的国家在超过24亿次注射中占据了很大份额。</blockquote></p><p> The proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.</p><p><blockquote>CureVac试验中变异的扩散证明了自去年进行第一批大型疫苗临床试验以来，疫情发生了怎样的变化。</blockquote></p><p> <b>Genetic Sequencing</b></p><p><blockquote><b>基因测序</b></blockquote></p><p> CureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.</p><p><blockquote>CureVac的研究人员对他们纳入分析的134例病例中的124例进行了基因测序。只有一例测序病例是由在我国武汉市首次发现的原始新型冠状病毒病毒引起的。其余的来自一系列变异，包括21%的病例归因于一种名为lambda的新变异，该变异首次在秘鲁发现。</blockquote></p><p> TheWorld Health Organization&nbsp;added lambda to its&nbsp;watchlist&nbsp;as a variant of interest on Monday.</p><p><blockquote>周一，世界卫生组织将lambda作为一种感兴趣的变种添加到其观察名单中。</blockquote></p><p> Some 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.</p><p><blockquote>研究中约57%的Covid病例是由所谓的令人担忧的变异引起的，这是世界卫生组织认为最令人担忧的四种变异。CureVac说，其中大多数——约占所有病例的41%——是由于首次在英国观察到的阿尔法变异。</blockquote></p><p> That variant is now the most common in the U.S., and other vaccines, including shots from&nbsp;Pfizer Inc.&nbsp;and&nbsp;BioNTech SE&nbsp;as well as&nbsp;Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.</p><p><blockquote>这种变异现在在美国最常见，其他疫苗，包括辉瑞公司和BioNTech SE以及Novavax公司的疫苗，已经显示出对它有效。CureVac没有发布有关其疫苗对每种变体的表现的详细数据。</blockquote></p><p> <b>Final Readout</b></p><p><blockquote><b>最终读数</b></blockquote></p><p> More details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.</p><p><blockquote>CureVac表示，更多细节将在该研究的最终读数中出现，其中将包括200多例Covid病例，可能会在两到三周内公布。</blockquote></p><p> Like the shots from&nbsp;Moderna Inc.&nbsp;and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.</p><p><blockquote>与Moderna Inc.和辉瑞-BioNtech联盟的疫苗一样，CureVac的疫苗依赖于mRNA，利用人体自身的细胞作为疫苗工厂。这项技术直到去年才得到证实，但现在已经跃居全球抗击新冠病毒的最前沿。</blockquote></p><p> CureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.</p><p><blockquote>然而，CureVac的注射与其竞争对手略有不同，因为它使用了未经修饰的mRNA形式。</blockquote></p><p> CureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.</p><p><blockquote>CureVac表示，计划今年供应3亿剂疫苗，足以为1.5亿人提供免疫接种。它与合作伙伴一起表示，将在2022年供应超过10亿剂疫苗。</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>Musk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</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\">\nMusk-Touted CureVac Loses 49% of Value After Vaccine Setback<blockquote>马斯克吹捧的CureVac在疫苗受挫后损失了49%的价值</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-17 07:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Company plunges After Covid Shot Falls Short With 47% Efficacy</li>  <li>Effectiveness is far below that seen with other mRNA vaccines</li> </ul> CureVac NV&nbsp;shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.</p><p><blockquote><ul><li>Covid疫苗疗效达47%后公司股价暴跌</li><li>有效性远低于其他mRNA疫苗</li></ul>CureVac NV股价暴跌，此前对一项因病毒变种传播而陷入混乱的大型研究的初步分析发现，其Covid-19疫苗的有效率为47%，远低于其他信使RNA疫苗设定的高标准。</blockquote></p><p> The interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.</p><p><blockquote>这家德国公司在一份声明中表示，对约40,000名志愿者数据的中期分析包括134例Covid病例。CureVac拒绝透露有多少注射疫苗的人生病了，也拒绝透露有多少人接受了安慰剂。但首席技术官Mariola Fotin-Mleczek在周三接受采访时表示，结果表明，该疫苗对老年人的效果不如对年轻人的效果。</blockquote></p><p> Though preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.</p><p><blockquote>尽管是初步的，但随着世界各地的富裕国家迅速采取行动，用现有的疫苗为其人口接种疫苗，这些结果对疫苗的未来提出了质疑。CureVac首席执行官Franz-Werner Haas表示，尽管如此，CureVac仍将完成试验并计划获得批准。</blockquote></p><p> “There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.</p><p><blockquote>“对疫苗的需求巨大，我认为我们仍然可以做出贡献，”哈斯说。</blockquote></p><p> The company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.</p><p><blockquote>截至周三收盘，该公司股价今年上涨17%，在盘后交易中下跌超过49%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d6ec3f2e05cfbc6c7d87c3fa174f459c\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> In April, Elon Musk tweeted about CureVac, which&nbsp;Tesla Inc.&nbsp;has&nbsp;partnered with&nbsp;on a vaccine printer,saying&nbsp;it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.</p><p><blockquote>今年4月，Elon Musk在推特上谈到了特斯拉公司与CureVac合作开发疫苗打印机的情况，称“听起来他们距离监管部门批准还有几个月的时间”。他补充说，“今年夏天将迎来一波疫苗浪潮。”他后来删除了这条推文。</blockquote></p><p> The shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with&nbsp;Bayer AG,GlaxoSmithKline Plc&nbsp;and the&nbsp;U.K. government&nbsp;aimed at speeding production of its shot and future versions that will target mutated strains.</p><p><blockquote>这种注射可能会促进发展中国家的发展，因为它不需要其他Covid注射所需的深度冷冻。CureVac由德国政府部分拥有，已经与拜耳公司、葛兰素史克公司和英国建立了合作关系。政府旨在加快其疫苗和未来针对突变菌株的版本的生产。</blockquote></p><p> The data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the&nbsp;more than 2.4 billion shots&nbsp;administered so far.</p><p><blockquote>这些数据发布之际，世界正处于抗击新冠疫情的十字路口，尽管疫苗接种较少的地方爆发疫情，但全球感染人数仍在下降，这提醒人们疫情还远未结束。迄今为止，最富裕的国家在超过24亿次注射中占据了很大份额。</blockquote></p><p> The proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.</p><p><blockquote>CureVac试验中变异的扩散证明了自去年进行第一批大型疫苗临床试验以来，疫情发生了怎样的变化。</blockquote></p><p> <b>Genetic Sequencing</b></p><p><blockquote><b>基因测序</b></blockquote></p><p> CureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.</p><p><blockquote>CureVac的研究人员对他们纳入分析的134例病例中的124例进行了基因测序。只有一例测序病例是由在我国武汉市首次发现的原始新型冠状病毒病毒引起的。其余的来自一系列变异，包括21%的病例归因于一种名为lambda的新变异，该变异首次在秘鲁发现。</blockquote></p><p> TheWorld Health Organization&nbsp;added lambda to its&nbsp;watchlist&nbsp;as a variant of interest on Monday.</p><p><blockquote>周一，世界卫生组织将lambda作为一种感兴趣的变种添加到其观察名单中。</blockquote></p><p> Some 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.</p><p><blockquote>研究中约57%的Covid病例是由所谓的令人担忧的变异引起的，这是世界卫生组织认为最令人担忧的四种变异。CureVac说，其中大多数——约占所有病例的41%——是由于首次在英国观察到的阿尔法变异。</blockquote></p><p> That variant is now the most common in the U.S., and other vaccines, including shots from&nbsp;Pfizer Inc.&nbsp;and&nbsp;BioNTech SE&nbsp;as well as&nbsp;Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.</p><p><blockquote>这种变异现在在美国最常见，其他疫苗，包括辉瑞公司和BioNTech SE以及Novavax公司的疫苗，已经显示出对它有效。CureVac没有发布有关其疫苗对每种变体的表现的详细数据。</blockquote></p><p> <b>Final Readout</b></p><p><blockquote><b>最终读数</b></blockquote></p><p> More details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.</p><p><blockquote>CureVac表示，更多细节将在该研究的最终读数中出现，其中将包括200多例Covid病例，可能会在两到三周内公布。</blockquote></p><p> Like the shots from&nbsp;Moderna Inc.&nbsp;and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.</p><p><blockquote>与Moderna Inc.和辉瑞-BioNtech联盟的疫苗一样，CureVac的疫苗依赖于mRNA，利用人体自身的细胞作为疫苗工厂。这项技术直到去年才得到证实，但现在已经跃居全球抗击新冠病毒的最前沿。</blockquote></p><p> CureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.</p><p><blockquote>然而，CureVac的注射与其竞争对手略有不同，因为它使用了未经修饰的mRNA形式。</blockquote></p><p> CureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.</p><p><blockquote>CureVac表示，计划今年供应3亿剂疫苗，足以为1.5亿人提供免疫接种。它与合作伙伴一起表示，将在2022年供应超过10亿剂疫苗。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVAC":"CureVac B.V."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199737134","content_text":"Company plunges After Covid Shot Falls Short With 47% Efficacy\nEffectiveness is far below that seen with other mRNA vaccines\n\nCureVac NV shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.\nThe interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.\nThough preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.\n“There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.\nThe company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.\n\nIn April, Elon Musk tweeted about CureVac, which Tesla Inc. has partnered with on a vaccine printer,saying it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.\nThe shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with Bayer AG,GlaxoSmithKline Plc and the U.K. government aimed at speeding production of its shot and future versions that will target mutated strains.\nThe data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the more than 2.4 billion shots administered so far.\nThe proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.\nGenetic Sequencing\nCureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.\nTheWorld Health Organization added lambda to its watchlist as a variant of interest on Monday.\nSome 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.\nThat variant is now the most common in the U.S., and other vaccines, including shots from Pfizer Inc. and BioNTech SE as well as Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.\nFinal Readout\nMore details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.\nLike the shots from Moderna Inc. and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.\nCureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.\nCureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.","news_type":1,"symbols_score_info":{"CVAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163299410,"gmtCreate":1623885454530,"gmtModify":1631886845871,"author":{"id":"3570432127764121","authorId":"3570432127764121","name":"viknesn","avatar":"https://static.tigerbbs.com/d6852b194b090892b9f0683613336e68","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570432127764121","authorIdStr":"3570432127764121"},"themes":[],"htmlText":"Comment and like","listText":"Comment and like","text":"Comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163299410","repostId":"2143978737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169127864,"gmtCreate":1623823071358,"gmtModify":1631886845883,"author":{"id":"3570432127764121","authorId":"3570432127764121","name":"viknesn","avatar":"https://static.tigerbbs.com/d6852b194b090892b9f0683613336e68","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570432127764121","authorIdStr":"3570432127764121"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169127864","repostId":"1182315358","repostType":4,"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}