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ddb
ddb
·
2021-12-26
Hold
@Ricca：
$Alibaba(09988)$ hold or sell? [Cry]
$Alibaba(09988)$ hold or sell? [Cry]
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ddb
ddb
·
2021-12-26
Like pls
非常抱歉，此主贴已删除
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ddb
ddb
·
2021-12-18
dca for the win
Dca I think is the best in the bear market now. All the best
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dca for the win
ddb
ddb
·
2021-12-17
Novavax shall go up. Should add more if possible
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ddb
ddb
·
2021-12-17
Great ariticle, would you like to share it?
Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>
What happened It's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva
Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>
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ddb
ddb
·
2021-12-17
What shall we buy today?
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ddb
ddb
·
2021-12-16
Gogogo
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ddb
ddb
·
2021-12-01
$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$
gogo
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ddb
ddb
·
2021-12-01
$Alibaba(BABA)$
jiayou
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ddb
ddb
·
2021-11-25
Pls like
The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>
Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates soo
The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>
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All the best","listText":"Dca I think is the best in the bear market now. All the best","text":"Dca I think is the best in the bear market now. All the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699260437","isVote":1,"tweetType":1,"viewCount":3906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699912736,"gmtCreate":1639734807546,"gmtModify":1639735446496,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575010414156273","authorIdStr":"3575010414156273"},"themes":[],"htmlText":"Novavax shall go up. Should add more if possible","listText":"Novavax shall go up. Should add more if possible","text":"Novavax shall go up. Should add more if possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699912736","isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699916480,"gmtCreate":1639734691145,"gmtModify":1639734691220,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575010414156273","authorIdStr":"3575010414156273"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699916480","repostId":"1156042491","repostType":2,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohu8.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of <b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%, <b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and <b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame <b>Apple</b> for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at <b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having <i>any</i> iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers <b>Broadcom</b> and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust <b>Intel</b> as its favored chip supplier last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</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>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</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 AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of <b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%, <b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and <b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame <b>Apple</b> for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at <b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having <i>any</i> iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers <b>Broadcom</b> and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust <b>Intel</b> as its favored chip supplier last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</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":{"AMD":"美国超微公司","SWKS":"思佳讯","QCOM":"高通"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"SWKS":0.9,"QCOM":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699916634,"gmtCreate":1639734647042,"gmtModify":1639734647115,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575010414156273","authorIdStr":"3575010414156273"},"themes":[],"htmlText":"What shall we buy today? ","listText":"What shall we buy today? ","text":"What shall we buy today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699916634","isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690119693,"gmtCreate":1639646558760,"gmtModify":1639646558845,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575010414156273","authorIdStr":"3575010414156273"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690119693","isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603389156,"gmtCreate":1638366127188,"gmtModify":1638366203842,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575010414156273","authorIdStr":"3575010414156273"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAXJ\">$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/AAXJ\">$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$</a>gogo","text":"$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603389156","isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603380957,"gmtCreate":1638366085705,"gmtModify":1638366200151,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575010414156273","authorIdStr":"3575010414156273"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>jiayou","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>jiayou","text":"$Alibaba(BABA)$jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603380957","isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877061020,"gmtCreate":1637843900106,"gmtModify":1637843900106,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575010414156273","authorIdStr":"3575010414156273"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877061020","repostId":"1182200011","repostType":4,"repost":{"id":"1182200011","kind":"news","pubTimestamp":1637831082,"share":"https://www.laohu8.com/m/news/1182200011?lang=zh_CN&edition=full","pubTime":"2021-11-25 17:04","market":"us","language":"en","title":"The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182200011","media":"Barrons","summary":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates soo","content":"<p>Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.</p><p><blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote></p><p> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.</p><p><blockquote>截至周三，2年期国债收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息，以应对通胀，通胀仍高于预期，因为消费者需求飙升，供应链难以满足需求。</blockquote></p><p> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.</p><p><blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，央行成员准备比此前预期更早加息。</blockquote></p><p> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.</p><p><blockquote>这种信念开始蔓延到公司债务和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，美国国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长而逃离公司债券并对利润造成压力。</blockquote></p><p> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.</p><p><blockquote>与此相一致的是，对经济更为敏感的行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet的数据显示，标普500制造企业发行的十年期债券收益率比10年期国债高出1.08个百分点，较11月份最低水平时0.99个百分点的利差有所上升。能源行业公司债利差已从11月低点1.2升至1.41个百分点。</blockquote></p><p> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments & Retirement Group, told Barron’s Wednesday.</p><p><blockquote>新英格兰投资与退休集团财富顾问约翰·哈姆周三对《巴伦周刊》表示：“市场预计明年将加息一到两次，这就是为什么你会看到信用利差扩大。”</blockquote></p><p> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.</p><p><blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过5%的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数较高点下跌0.1%、1.3%和1.7%。</blockquote></p><p> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.</p><p><blockquote>但如果信用利差继续扩大，痛苦可能会到来。“最终这将重新回到股市，”哈维说。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</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 Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-25 17:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.</p><p><blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote></p><p> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.</p><p><blockquote>截至周三，2年期国债收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息，以应对通胀，通胀仍高于预期，因为消费者需求飙升，供应链难以满足需求。</blockquote></p><p> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.</p><p><blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，央行成员准备比此前预期更早加息。</blockquote></p><p> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.</p><p><blockquote>这种信念开始蔓延到公司债务和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，美国国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长而逃离公司债券并对利润造成压力。</blockquote></p><p> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.</p><p><blockquote>与此相一致的是，对经济更为敏感的行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet的数据显示，标普500制造企业发行的十年期债券收益率比10年期国债高出1.08个百分点，较11月份最低水平时0.99个百分点的利差有所上升。能源行业公司债利差已从11月低点1.2升至1.41个百分点。</blockquote></p><p> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments & Retirement Group, told Barron’s Wednesday.</p><p><blockquote>新英格兰投资与退休集团财富顾问约翰·哈姆周三对《巴伦周刊》表示：“市场预计明年将加息一到两次，这就是为什么你会看到信用利差扩大。”</blockquote></p><p> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.</p><p><blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过5%的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数较高点下跌0.1%、1.3%和1.7%。</blockquote></p><p> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.</p><p><blockquote>但如果信用利差继续扩大，痛苦可能会到来。“最终这将重新回到股市，”哈维说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore\">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.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1182200011","content_text":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.\nThe yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.\nIndeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.\nThat belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.\nConsistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.\n“The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments & Retirement Group, told Barron’s Wednesday.\nAlthough the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.\nBut the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}