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IcyMystique
IcyMystique
·
2021-08-10
Hello
非常抱歉,此主贴已删除
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IcyMystique
IcyMystique
·
2021-08-10
Wooohoo?
盘前:大涨15%!这只电动汽车股被机构“疯狂唱多”
@小虎综合资讯:
8月10日,美股三大股指期货涨跌不一,截至发稿,道指期货跌0.04%;标普500指数期货涨0.01%;纳斯达克100指数期货涨0.12%。盘前行情 部分明星中概股盘前走强:雾芯科技涨超4%,$拼多多(PDD)$涨超3%,$哔哩哔哩(BILI)$、$高途(GOTU)$、$滴滴(DIDI)$、$京东(JD)$、$好未来(TAL)$、$新东方(EDU)$、$贝壳(BEKE)$、$腾讯音乐(TME)$、$虎牙(HUYA)$涨超2%,$理想汽车(LI)$、$阿里巴巴(BABA)$、$百度(BIDU)$、$小鹏
盘前:大涨15%!这只电动汽车股被机构“疯狂唱多”
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IcyMystique
IcyMystique
·
2021-08-10
Hello
Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>
Futures tracking the S&P 500 and the Nasdaq held below record highs on Tuesday as investors awaited
Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>
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IcyMystique
IcyMystique
·
2021-08-09
Hmmmmm
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IcyMystique
IcyMystique
·
2021-08-07
Go higher pls
@狂赚未来:
$滴滴(DIDI)$研究一下
$滴滴(DIDI)$研究一下
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IcyMystique
IcyMystique
·
2021-08-05
Hello
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IcyMystique
IcyMystique
·
2021-08-03
Jiayou
Can Bloated U.S. Large Caps Make Room For Small Caps?<blockquote>臃肿的美国大盘能否为小盘腾出空间?</blockquote>
Summary Until recently, small caps were this year’s darling, comfortably outperforming their large-
Can Bloated U.S. Large Caps Make Room For Small Caps?<blockquote>臃肿的美国大盘能否为小盘腾出空间?</blockquote>
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IcyMystique
IcyMystique
·
2021-07-31
Nice
今日账户操作🚀
@骚Will搞美股:
买入QQQ 365 8/6的call 10张 均价2.3买入qcom 155 8/20的call 10张 均价1.29分享作为参考,盈亏自负。
今日账户操作🚀
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IcyMystique
IcyMystique
·
2021-07-28
Gogogo
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IcyMystique
IcyMystique
·
2021-07-27
$VanEck Vectors Retail ETF(RTH)$
are you in too?
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部分明星中概股盘前走强:雾芯科技涨超4%,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>涨超3%,<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>、<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>、<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>、<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>、<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>、<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>、<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>、<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>、<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>涨超2%,<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>、<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>、<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>、<a href=\"https://laohu8.com/S/XPEV\">$小鹏</a>","listText":"8月10日,美股三大股指期货涨跌不一,截至发稿,道指期货跌0.04%;标普500指数期货涨0.01%;纳斯达克100指数期货涨0.12%。盘前行情 部分明星中概股盘前走强:雾芯科技涨超4%,<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>涨超3%,<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>、<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>、<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>、<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>、<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>、<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>、<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>、<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>、<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>涨超2%,<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>、<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>、<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>、<a href=\"https://laohu8.com/S/XPEV\">$小鹏</a>","text":"8月10日,美股三大股指期货涨跌不一,截至发稿,道指期货跌0.04%;标普500指数期货涨0.01%;纳斯达克100指数期货涨0.12%。盘前行情 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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":1628597325,"share":"https://www.laohu8.com/m/news/1121272269?lang=zh_CN&edition=full","pubTime":"2021-08-10 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121272269","media":"Tiger Newspress","summary":"Futures tracking the S&P 500 and the Nasdaq held below record highs on Tuesday as investors awaited ","content":"<p>Futures tracking the S&P 500 and the Nasdaq held below record highs on Tuesday as investors awaited fresh progress towards the passing of a much-anticipated infrastructure bill.</p><p><blockquote>由于投资者等待备受期待的基础设施法案通过的新进展,追踪标普500和纳斯达克的期货周二保持在历史高点以下。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were down 11 points, or 0.03%, S&P 500 E-minis were up 0.5 points, or 0.01% and Nasdaq 100 E-minis were up 18.5 points, or 0.12%.</p><p><blockquote>截至美国东部时间上午8:05,道琼斯电子迷你指数下跌11点,跌幅0.03%,标普500电子迷你指数上涨0.5点,跌幅0.01%,纳斯达克100电子迷你指数上涨18.5点,跌幅0.12%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb531da94ae48bdf83e7ae5e73504b71\" tg-width=\"581\" tg-height=\"207\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间08:05</span></p></blockquote></p><p> The U.S. Senate has set a vote on passage of the $1 trillion bipartisan infrastructure bill for 11 a.m. ET (1500 GMT), after which it would immediately begin to debate $3.5 trillion in additional investments.</p><p><blockquote>美国。参议院定于美国东部时间上午11点(格林威治标准时间1500点)就1万亿美元的两党基础设施法案进行投票,之后将立即开始就3.5万亿美元的额外投资进行辩论。</blockquote></p><p> With new coronavirus cases rising steadily in the United States, progress on the infrastructure package is expected to help gauge fiscal support for the next leg of recovery in the world’s largest economy.</p><p><blockquote>随着美国新增冠状病毒病例稳步上升,基础设施一揽子计划的进展预计将有助于衡量全球最大经济体下一阶段复苏的财政支持。</blockquote></p><p> Nationwide, COVID-19 cases have averaged 100,000 for three days in a row, up 35% over the past week, according to a Reuters tally of public health data.</p><p><blockquote>根据路透社对公共卫生数据的统计,在全国范围内,COVID-19病例连续三天平均达到10万例,比过去一周增加了35%。</blockquote></p><p> Focus is also on inflation numbers due on Wednesday for hints about the path of Federal Reserve policy, after two Fed officials said on Monday that inflation was already at a level that could satisfy one leg of a key test for the beginning of rate hikes.</p><p><blockquote>焦点还集中在周三公布的通胀数据上,以暗示美联储政策的走向,此前两名美联储官员周一表示,通胀已经处于可以满足加息开始的关键测试之一的水平。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <a href=\"https://laohu8.com/S/CSPR\">Casper Sleep Inc.</a> – The sleep products company reported record quarterly revenue that came in above Street forecasts, though it still reported a quarterly loss. Casper Sleep said it saw strong growth in both retail and direct-to-consumer sales channels, but noted that it is also dealing with higher input costs and supply chain difficulties. Shares initially rallied in the premarket, but subsequently tumbled 6.1%.</p><p><blockquote><a href=\"https://laohu8.com/S/CSPR\">卡斯珀睡眠公司。</a>–这家睡眠产品公司报告的季度收入创历史新高,高于华尔街的预测,但仍报告季度亏损。Casper Sleep表示,零售和直接面向消费者的销售渠道都出现了强劲增长,但指出该公司也在应对更高的投入成本和供应链困难。股价最初在盘前上涨,但随后下跌6.1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> – AMC reported a quarterly loss of 71 cents per share, 20 cents a share smaller than Wall Street had anticipated. Revenue came in above analysts’ forecasts. AMC was helped by the lifting of Covid restrictions and the return of moviegoers to theaters, along with the release of several hit movies. Its shares surged 7.8% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>-AMC报告季度每股亏损71美分,比华尔街预期的每股亏损少20美分。收入高于分析师的预期。Covid限制的取消和电影观众重返影院以及几部热门电影的上映帮助了AMC。其股价在盘前上涨7.8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DDD\">3D</a> – 3D Systems earned 12 cents per share for its latest quarter, beating the 5 cents a share consensus estimate. The 3D printing technology company’s revenue beat estimates as well. 3D said it had successfully come through the most challenging 12 months it had ever experienced amid the pandemic. 3D’s stock soared 14.1% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/DDD\">3D</a>-3D Systems最近一个季度的每股收益为12美分,超过了每股5美分的普遍预期。这家3D打印技术公司的收入也超出了预期。3D表示,它已成功度过了疫情期间经历过的最具挑战性的12个月。3D股价在盘前上涨14.1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/KSU\">Kansas City Southern</a> –Canadian Pacific Railway(CP) raised its cash-and-stock offer for Kansas City Southern to about $300 per share. Canadian Pacific had struck a deal to buy its rival rail operator for $275 per share, but Kansas City Southern subsequently agreed to a higher offer fromCanadian National Railway(CNI). Kansas City Southern surged 7.2% in the premarket, while Canadian Pacific lost 1.7% and Canadian National rose 1.9%.</p><p><blockquote><a href=\"https://laohu8.com/S/KSU\">堪萨斯城南部</a>-加拿大太平洋铁路(CP)将对堪萨斯城南方铁路的现金加股票报价提高至每股约300美元。加拿大太平洋公司已达成协议,以每股275美元的价格收购其竞争对手铁路运营商,但堪萨斯城南方公司随后同意加拿大国家铁路公司(CNI)提出更高的报价。堪萨斯城南方航空盘前飙升7.2%,加拿大太平洋航空下跌1.7%,加拿大国民航空上涨1.9%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARMK\">Aramark</a> – The foodservice company reported a quarterly profit of 3 cents per share, beating the penny a share consensus estimate. Revenue came in slightly below forecasts. Aramark said it benefited from rebounding sales volume as well as effective cost management. Aramark shares added 1.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/ARMK\">爱玛客</a>–这家餐饮服务公司报告季度利润为每股3美分,超出了每股1美分的普遍预期。收入略低于预期。爱玛客表示,它受益于销量反弹以及有效的成本管理。爱玛客股价盘前上涨1.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PLNT\">Planet Fitness</a> – Planet Fitness missed estimates by 2 cents a share, with quarterly earnings of 21 cents per share. Revenue topped estimates as gyms reopened and membership numbers increased for the fitness center operator. Shares fell 3.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/PLNT\">星球健身</a>–Planet Fitness每股收益低于预期2美分,季度收益为每股21美分。随着健身房重新开放和健身中心运营商会员数量的增加,收入超出了预期。盘前股价下跌3.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/REAL\">The RealReal</a> – The RealReal lost 50 cents per share for its latest quarter, 3 cents a share wider than analysts had anticipated. The operator of an online pre-owned luxury goods marketplace also saw revenue fall short of estimates. The company said gross merchandise volume was up 91% compared to a year ago, and up 84.5% from repeat buyers. The stock slid 6% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/REAL\">真实的</a>–The RealReal最近一个季度每股亏损50美分,比分析师预期高出3美分。一家在线二手奢侈品市场的运营商也发现收入低于预期。该公司表示,商品总量与去年同期相比增长了91%,回头客增长了84.5%。该股在盘前交易中下跌6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHGG\">Chegg</a> – Chegg beat estimates by 6 cents a share, with quarterly earnings of 43 cents per share. The online education company’s revenue also topped forecasts. Chegg raised its full-year outlook, saying its international growth continues to be strong. Its shares added 2.9% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CHGG\">Chegg</a>-Chegg每股收益超出预期6美分,季度收益为每股43美分。这家在线教育公司的收入也超出了预期。Chegg上调了全年预期,称其国际增长继续强劲。其股价盘前上涨2.9%。</blockquote></p><p> <a href=\"https://laohu8.com/S/IHG\">InterContinental Hotels Group PLC</a> – InterContinental Hotels reported an operating profit for the first six months of the year, rebounding from a year-ago loss as summer vacation bookings jumped. The operator of Holiday Inn and other hotel chains eliminated its dividend to cut costs, however, sending its shares down 1.6% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/IHG\">洲际酒店集团</a>-洲际酒店报告今年前六个月实现营业利润,由于暑假预订量激增,从去年同期的亏损中反弹。然而,假日酒店和其他连锁酒店的运营商取消了股息以削减成本,导致其股价在盘前交易中下跌1.6%。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/IIVI\">II-VI Inc</a> – The maker of optoelectronic components beat estimates on the top and bottom lines for its latest quarter, earning 88 cents per share compared to a 76 cents a share consensus estimate. It also had its highest-ever backlog at the end of the quarter.</p><p><blockquote><a href=\"https://laohu8.com/S/IIVI\">II-VI公司</a>-这家光电元件制造商最近一个季度的营收和利润超出了预期,每股收益为88美分,而市场普遍预期为每股76美分。该公司在本季度末的积压订单也创下了历史最高水平。</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>Toplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</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; 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}\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\">\nToplines Before US Market Open on Tuesday<blockquote>周二美国市场开盘前的营收</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\">2021-08-10 20:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures tracking the S&P 500 and the Nasdaq held below record highs on Tuesday as investors awaited fresh progress towards the passing of a much-anticipated infrastructure bill.</p><p><blockquote>由于投资者等待备受期待的基础设施法案通过的新进展,追踪标普500和纳斯达克的期货周二保持在历史高点以下。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were down 11 points, or 0.03%, S&P 500 E-minis were up 0.5 points, or 0.01% and Nasdaq 100 E-minis were up 18.5 points, or 0.12%.</p><p><blockquote>截至美国东部时间上午8:05,道琼斯电子迷你指数下跌11点,跌幅0.03%,标普500电子迷你指数上涨0.5点,跌幅0.01%,纳斯达克100电子迷你指数上涨18.5点,跌幅0.12%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb531da94ae48bdf83e7ae5e73504b71\" tg-width=\"581\" tg-height=\"207\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*来源自Tiger Trade,美国东部时间08:05</span></p></blockquote></p><p> The U.S. Senate has set a vote on passage of the $1 trillion bipartisan infrastructure bill for 11 a.m. ET (1500 GMT), after which it would immediately begin to debate $3.5 trillion in additional investments.</p><p><blockquote>美国。参议院定于美国东部时间上午11点(格林威治标准时间1500点)就1万亿美元的两党基础设施法案进行投票,之后将立即开始就3.5万亿美元的额外投资进行辩论。</blockquote></p><p> With new coronavirus cases rising steadily in the United States, progress on the infrastructure package is expected to help gauge fiscal support for the next leg of recovery in the world’s largest economy.</p><p><blockquote>随着美国新增冠状病毒病例稳步上升,基础设施一揽子计划的进展预计将有助于衡量全球最大经济体下一阶段复苏的财政支持。</blockquote></p><p> Nationwide, COVID-19 cases have averaged 100,000 for three days in a row, up 35% over the past week, according to a Reuters tally of public health data.</p><p><blockquote>根据路透社对公共卫生数据的统计,在全国范围内,COVID-19病例连续三天平均达到10万例,比过去一周增加了35%。</blockquote></p><p> Focus is also on inflation numbers due on Wednesday for hints about the path of Federal Reserve policy, after two Fed officials said on Monday that inflation was already at a level that could satisfy one leg of a key test for the beginning of rate hikes.</p><p><blockquote>焦点还集中在周三公布的通胀数据上,以暗示美联储政策的走向,此前两名美联储官员周一表示,通胀已经处于可以满足加息开始的关键测试之一的水平。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票:</b></blockquote></p><p> <a href=\"https://laohu8.com/S/CSPR\">Casper Sleep Inc.</a> – The sleep products company reported record quarterly revenue that came in above Street forecasts, though it still reported a quarterly loss. Casper Sleep said it saw strong growth in both retail and direct-to-consumer sales channels, but noted that it is also dealing with higher input costs and supply chain difficulties. Shares initially rallied in the premarket, but subsequently tumbled 6.1%.</p><p><blockquote><a href=\"https://laohu8.com/S/CSPR\">卡斯珀睡眠公司。</a>–这家睡眠产品公司报告的季度收入创历史新高,高于华尔街的预测,但仍报告季度亏损。Casper Sleep表示,零售和直接面向消费者的销售渠道都出现了强劲增长,但指出该公司也在应对更高的投入成本和供应链困难。股价最初在盘前上涨,但随后下跌6.1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> – AMC reported a quarterly loss of 71 cents per share, 20 cents a share smaller than Wall Street had anticipated. Revenue came in above analysts’ forecasts. AMC was helped by the lifting of Covid restrictions and the return of moviegoers to theaters, along with the release of several hit movies. Its shares surged 7.8% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>-AMC报告季度每股亏损71美分,比华尔街预期的每股亏损少20美分。收入高于分析师的预期。Covid限制的取消和电影观众重返影院以及几部热门电影的上映帮助了AMC。其股价在盘前上涨7.8%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DDD\">3D</a> – 3D Systems earned 12 cents per share for its latest quarter, beating the 5 cents a share consensus estimate. The 3D printing technology company’s revenue beat estimates as well. 3D said it had successfully come through the most challenging 12 months it had ever experienced amid the pandemic. 3D’s stock soared 14.1% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/DDD\">3D</a>-3D Systems最近一个季度的每股收益为12美分,超过了每股5美分的普遍预期。这家3D打印技术公司的收入也超出了预期。3D表示,它已成功度过了疫情期间经历过的最具挑战性的12个月。3D股价在盘前上涨14.1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/KSU\">Kansas City Southern</a> –Canadian Pacific Railway(CP) raised its cash-and-stock offer for Kansas City Southern to about $300 per share. Canadian Pacific had struck a deal to buy its rival rail operator for $275 per share, but Kansas City Southern subsequently agreed to a higher offer fromCanadian National Railway(CNI). Kansas City Southern surged 7.2% in the premarket, while Canadian Pacific lost 1.7% and Canadian National rose 1.9%.</p><p><blockquote><a href=\"https://laohu8.com/S/KSU\">堪萨斯城南部</a>-加拿大太平洋铁路(CP)将对堪萨斯城南方铁路的现金加股票报价提高至每股约300美元。加拿大太平洋公司已达成协议,以每股275美元的价格收购其竞争对手铁路运营商,但堪萨斯城南方公司随后同意加拿大国家铁路公司(CNI)提出更高的报价。堪萨斯城南方航空盘前飙升7.2%,加拿大太平洋航空下跌1.7%,加拿大国民航空上涨1.9%。</blockquote></p><p> <a href=\"https://laohu8.com/S/ARMK\">Aramark</a> – The foodservice company reported a quarterly profit of 3 cents per share, beating the penny a share consensus estimate. Revenue came in slightly below forecasts. Aramark said it benefited from rebounding sales volume as well as effective cost management. Aramark shares added 1.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/ARMK\">爱玛客</a>–这家餐饮服务公司报告季度利润为每股3美分,超出了每股1美分的普遍预期。收入略低于预期。爱玛客表示,它受益于销量反弹以及有效的成本管理。爱玛客股价盘前上涨1.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/PLNT\">Planet Fitness</a> – Planet Fitness missed estimates by 2 cents a share, with quarterly earnings of 21 cents per share. Revenue topped estimates as gyms reopened and membership numbers increased for the fitness center operator. Shares fell 3.2% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/PLNT\">星球健身</a>–Planet Fitness每股收益低于预期2美分,季度收益为每股21美分。随着健身房重新开放和健身中心运营商会员数量的增加,收入超出了预期。盘前股价下跌3.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/REAL\">The RealReal</a> – The RealReal lost 50 cents per share for its latest quarter, 3 cents a share wider than analysts had anticipated. The operator of an online pre-owned luxury goods marketplace also saw revenue fall short of estimates. The company said gross merchandise volume was up 91% compared to a year ago, and up 84.5% from repeat buyers. The stock slid 6% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/REAL\">真实的</a>–The RealReal最近一个季度每股亏损50美分,比分析师预期高出3美分。一家在线二手奢侈品市场的运营商也发现收入低于预期。该公司表示,商品总量与去年同期相比增长了91%,回头客增长了84.5%。该股在盘前交易中下跌6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHGG\">Chegg</a> – Chegg beat estimates by 6 cents a share, with quarterly earnings of 43 cents per share. The online education company’s revenue also topped forecasts. Chegg raised its full-year outlook, saying its international growth continues to be strong. Its shares added 2.9% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CHGG\">Chegg</a>-Chegg每股收益超出预期6美分,季度收益为每股43美分。这家在线教育公司的收入也超出了预期。Chegg上调了全年预期,称其国际增长继续强劲。其股价盘前上涨2.9%。</blockquote></p><p> <a href=\"https://laohu8.com/S/IHG\">InterContinental Hotels Group PLC</a> – InterContinental Hotels reported an operating profit for the first six months of the year, rebounding from a year-ago loss as summer vacation bookings jumped. The operator of Holiday Inn and other hotel chains eliminated its dividend to cut costs, however, sending its shares down 1.6% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/IHG\">洲际酒店集团</a>-洲际酒店报告今年前六个月实现营业利润,由于暑假预订量激增,从去年同期的亏损中反弹。然而,假日酒店和其他连锁酒店的运营商取消了股息以削减成本,导致其股价在盘前交易中下跌1.6%。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/IIVI\">II-VI Inc</a> – The maker of optoelectronic components beat estimates on the top and bottom lines for its latest quarter, earning 88 cents per share compared to a 76 cents a share consensus estimate. It also had its highest-ever backlog at the end of the quarter.</p><p><blockquote><a href=\"https://laohu8.com/S/IIVI\">II-VI公司</a>-这家光电元件制造商最近一个季度的营收和利润超出了预期,每股收益为88美分,而市场普遍预期为每股76美分。该公司在本季度末的积压订单也创下了历史最高水平。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121272269","content_text":"Futures tracking the S&P 500 and the Nasdaq held below record highs on Tuesday as investors awaited fresh progress towards the passing of a much-anticipated infrastructure bill.\nAt 8:05 a.m. ET, Dow E-minis were down 11 points, or 0.03%, S&P 500 E-minis were up 0.5 points, or 0.01% and Nasdaq 100 E-minis were up 18.5 points, or 0.12%.\n*Source From Tiger Trade, EST 08:05\nThe U.S. Senate has set a vote on passage of the $1 trillion bipartisan infrastructure bill for 11 a.m. ET (1500 GMT), after which it would immediately begin to debate $3.5 trillion in additional investments.\nWith new coronavirus cases rising steadily in the United States, progress on the infrastructure package is expected to help gauge fiscal support for the next leg of recovery in the world’s largest economy.\nNationwide, COVID-19 cases have averaged 100,000 for three days in a row, up 35% over the past week, according to a Reuters tally of public health data.\nFocus is also on inflation numbers due on Wednesday for hints about the path of Federal Reserve policy, after two Fed officials said on Monday that inflation was already at a level that could satisfy one leg of a key test for the beginning of rate hikes.\nStocks making the biggest moves in the premarket:\nCasper Sleep Inc. – The sleep products company reported record quarterly revenue that came in above Street forecasts, though it still reported a quarterly loss. Casper Sleep said it saw strong growth in both retail and direct-to-consumer sales channels, but noted that it is also dealing with higher input costs and supply chain difficulties. Shares initially rallied in the premarket, but subsequently tumbled 6.1%.\nAMC Entertainment – AMC reported a quarterly loss of 71 cents per share, 20 cents a share smaller than Wall Street had anticipated. Revenue came in above analysts’ forecasts. AMC was helped by the lifting of Covid restrictions and the return of moviegoers to theaters, along with the release of several hit movies. Its shares surged 7.8% in premarket action.\n3D – 3D Systems earned 12 cents per share for its latest quarter, beating the 5 cents a share consensus estimate. The 3D printing technology company’s revenue beat estimates as well. 3D said it had successfully come through the most challenging 12 months it had ever experienced amid the pandemic. 3D’s stock soared 14.1% in premarket action.\nKansas City Southern –Canadian Pacific Railway(CP) raised its cash-and-stock offer for Kansas City Southern to about $300 per share. Canadian Pacific had struck a deal to buy its rival rail operator for $275 per share, but Kansas City Southern subsequently agreed to a higher offer fromCanadian National Railway(CNI). Kansas City Southern surged 7.2% in the premarket, while Canadian Pacific lost 1.7% and Canadian National rose 1.9%.\nAramark – The foodservice company reported a quarterly profit of 3 cents per share, beating the penny a share consensus estimate. Revenue came in slightly below forecasts. Aramark said it benefited from rebounding sales volume as well as effective cost management. Aramark shares added 1.3% in the premarket.\nPlanet Fitness – Planet Fitness missed estimates by 2 cents a share, with quarterly earnings of 21 cents per share. Revenue topped estimates as gyms reopened and membership numbers increased for the fitness center operator. Shares fell 3.2% in the premarket.\nThe RealReal – The RealReal lost 50 cents per share for its latest quarter, 3 cents a share wider than analysts had anticipated. The operator of an online pre-owned luxury goods marketplace also saw revenue fall short of estimates. The company said gross merchandise volume was up 91% compared to a year ago, and up 84.5% from repeat buyers. The stock slid 6% in premarket trading.\nChegg – Chegg beat estimates by 6 cents a share, with quarterly earnings of 43 cents per share. The online education company’s revenue also topped forecasts. Chegg raised its full-year outlook, saying its international growth continues to be strong. Its shares added 2.9% in the premarket.\nInterContinental Hotels Group PLC – InterContinental Hotels reported an operating profit for the first six months of the year, rebounding from a year-ago loss as summer vacation bookings jumped. The operator of Holiday Inn and other hotel chains eliminated its dividend to cut costs, however, sending its shares down 1.6% in premarket trading.\nII-VI Inc – The maker of optoelectronic components beat estimates on the top and bottom lines for its latest quarter, earning 88 cents per share compared to a 76 cents a share consensus estimate. It also had its highest-ever backlog at the end of the quarter.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898047152,"gmtCreate":1628465541376,"gmtModify":1631885071532,"author":{"id":"3584234820747668","authorId":"3584234820747668","name":"IcyMystique","avatar":"https://static.tigerbbs.com/9439224a99e598d4c932b2654768ee4d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584234820747668","idStr":"3584234820747668"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898047152","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893406594,"gmtCreate":1628293575018,"gmtModify":1631885071543,"author":{"id":"3584234820747668","authorId":"3584234820747668","name":"IcyMystique","avatar":"https://static.tigerbbs.com/9439224a99e598d4c932b2654768ee4d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584234820747668","idStr":"3584234820747668"},"themes":[],"htmlText":"Go higher pls","listText":"Go higher pls","text":"Go higher pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893406594","repostId":"893409113","repostType":1,"repost":{"id":893409113,"gmtCreate":1628293200532,"gmtModify":1628293200532,"author":{"id":"3579166671227034","authorId":"3579166671227034","name":"狂赚未来","avatar":"https://static.tigerbbs.com/aba97c6964229d7598265af83aa09f73","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579166671227034","idStr":"3579166671227034"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>研究一下","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>研究一下","text":"$滴滴(DIDI)$研究一下","images":[{"img":"https://static.tigerbbs.com/0eefb2e3d50734170066f2ba33bbe495","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893409113","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899326226,"gmtCreate":1628162185765,"gmtModify":1631885071555,"author":{"id":"3584234820747668","authorId":"3584234820747668","name":"IcyMystique","avatar":"https://static.tigerbbs.com/9439224a99e598d4c932b2654768ee4d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584234820747668","idStr":"3584234820747668"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899326226","repostId":"2157436238","repostType":4,"isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804441574,"gmtCreate":1627975766898,"gmtModify":1631885071570,"author":{"id":"3584234820747668","authorId":"3584234820747668","name":"IcyMystique","avatar":"https://static.tigerbbs.com/9439224a99e598d4c932b2654768ee4d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584234820747668","idStr":"3584234820747668"},"themes":[],"htmlText":"Jiayou","listText":"Jiayou","text":"Jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804441574","repostId":"1105113028","repostType":4,"repost":{"id":"1105113028","kind":"news","pubTimestamp":1627975176,"share":"https://www.laohu8.com/m/news/1105113028?lang=zh_CN&edition=full","pubTime":"2021-08-03 15:19","market":"us","language":"en","title":"Can Bloated U.S. Large Caps Make Room For Small Caps?<blockquote>臃肿的美国大盘能否为小盘腾出空间?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105113028","media":"seekingalpha","summary":"Summary\n\nUntil recently, small caps were this year’s darling, comfortably outperforming their large-","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Until recently, small caps were this year’s darling, comfortably outperforming their large-cap brethren as the economic recovery manifested.</li> <li>The S&P SmallCap 600 finished the first half strong, posting its best performance through the first six months of any year since it was created.</li> <li>But the proverbial tortoise caught up to the hare at the start of the second half, as the S&P 500 Index virtually erased its underperformance relative to the S&P SmallCap 600 over the last two weeks.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefa76b6b80fbad76b9427f757e402bd\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>primeimages/E+ via Getty Images</span></p><p><blockquote><ul><li>直到最近,小盘股还是今年的宠儿,随着经济复苏的显现,它们的表现轻松优于大盘股。</li><li>S&P SmallCap 600指数上半年表现强劲,创下自成立以来前六个月的最佳表现。</li><li>但众所周知的乌龟在下半年开始时追上了兔子,标普500指数在过去两周几乎抹去了相对于标准普尔小型股600指数的不佳表现。</li></ul><p class=\"t-img-caption\"><span>PrimeMages/E+来自Getty Images</span></p></blockquote></p><p> Over the last few weeks, U.S. equities have staged a reversal within the very markets that have been this year’s most reliable trade.</p><p><blockquote>过去几周,美国股市在今年最可靠交易的市场中出现了逆转。</blockquote></p><p> Until recently, small caps were this year’s darling, comfortably outperforming their large-cap brethren as the economic recovery manifested. The S&P SmallCap 600 finished the first half strong, posting its best performance through the first six months of any year since it was created.</p><p><blockquote>直到最近,小盘股还是今年的宠儿,随着经济复苏的显现,它们的表现轻松优于大盘股。S&P SmallCap 600指数上半年表现强劲,创下自成立以来前六个月的最佳表现。</blockquote></p><p> <b>S&P SmallCap 600 - Return Through First 6 Months of the Year</b></p><p><blockquote><b>S&P SmallCap 600-今年前6个月的回报</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/74af8ccc0d1010e404c1f6e38a1dde47\" tg-width=\"600\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> But the proverbial tortoise caught up to the hare at the start of the second half, as the S&P 500 Index virtually erased its underperformance relative to the S&P SmallCap 600 over the last two weeks.</p><p><blockquote>但众所周知的乌龟在下半年开始时追上了兔子,标普500指数在过去两周几乎抹去了相对于标准普尔小型股600指数的不佳表现。</blockquote></p><p> The change in market leadership is the result of a number of factors: surging cases of the COVID-19 delta variant, impressive Q2 earnings results from large-cap stalwarts and perhaps even some small-cap investors booking gains after a stellar first half.</p><p><blockquote>市场领导地位的变化是多种因素的结果:COVID-19德尔塔变异毒株病例激增、大盘股中坚力量令人印象深刻的第二季度盈利结果,甚至一些小盘股投资者在上半年表现出色后录得收益。</blockquote></p><p> No matter the narrative, however, there are already significant implications of the swift, sudden reversal. One cautionary flag is already being waved: after their recent rally, U.S. large caps are the most expensive they have ever been, relative to small caps, since the 2001 tech bubble.</p><p><blockquote>然而,无论叙述如何,这种迅速、突然的逆转已经产生了重大影响。一个警告信号已经在挥舞:在最近的反弹之后,美国大盘股相对于小盘股来说是自2001年科技泡沫以来最昂贵的。</blockquote></p><p> <b>S&P 500 Forward P/E / S&P 600 Forward P/E</b></p><p><blockquote><b>标普500远期市盈率/标准普尔600远期市盈率</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/39a4e15c427952c240d02916954deeeb\" tg-width=\"600\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Specifically, the forward P/E of the S&P 500 relative to that of the S&P SmallCap 600 is measuring at levels last seen at the end of the 2001. Similar relative valuations temporarily spiked at the onset of the COVID-19 pandemic in March 2020 but corrected quickly.</p><p><blockquote>具体来说,标普500相对于S&P SmallCap 600指数的远期市盈率处于2001年底的水平。类似的相对估值在2020年3月COVID-19大流行爆发时暂时飙升,但很快就得到了纠正。</blockquote></p><p> The recent run-up would be less concerning if the gauge was less than 1. Historically, large caps often commanded a lower valuation than small caps, since the latter were perceived to be riskier (hence, lower earnings in the ratio’s denominator). The former, with higher earnings and perceived relative safety, had their valuations kept in check.</p><p><blockquote>如果该指标小于1,最近的上涨就不那么令人担忧了。从历史上看,大盘股的估值往往低于小盘股,因为后者被认为风险更高(因此,该比率的分母收益较低)。前者收益较高,被认为相对安全,其估值受到控制。</blockquote></p><p> But this trend has also been reversed, with large caps now trading at a forward P/E premium to small caps of about 20%. If history is any indication, this may signal that there are frothy and bloated valuations in the large-cap market, with small caps perhaps due for a tailwind or the former for a correction.</p><p><blockquote>但这一趋势也发生了逆转,目前大盘股的远期市盈率较小盘股溢价约为20%。如果历史有任何迹象的话,这可能表明大盘股市场存在泡沫和估值膨胀,而小盘股可能会迎来顺风,或者前者可能会出现调整。</blockquote></p><p> It’s hard to ignore the opportunity that this creates for small caps, and only reinforces our optimism on the “reopening” trade: bullish on cyclical sectors, value and small caps. While fears over the surging COVID-19 delta variant have given investors pause, we think that this may just delay the economic recovery, rather than derail it.</p><p><blockquote>很难忽视这为小盘股创造的机会,只会增强我们对“重新开放”交易的乐观情绪:看好周期性板块、价值股和小盘股。虽然对COVID-19德尔塔变异毒株飙升的担忧让投资者犹豫不决,但我们认为这可能只会推迟经济复苏,而不是破坏经济复苏。</blockquote></p><p> Once fears of the delta variant subside and the recovery continues, we believe that small caps may continue this year’s upward trajectory as important pieces of the economic recovery. Until then, be wary of prevailing large-cap valuations in your portfolio.</p><p><blockquote>一旦对德尔塔变异毒株的担忧消退,复苏继续,我们认为小盘股可能会延续今年的上升轨迹,成为经济复苏的重要组成部分。在此之前,请警惕您投资组合中普遍存在的大盘股估值。</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>Can Bloated U.S. Large Caps Make Room For Small Caps?<blockquote>臃肿的美国大盘能否为小盘腾出空间?</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\">\nCan Bloated U.S. Large Caps Make Room For Small Caps?<blockquote>臃肿的美国大盘能否为小盘腾出空间?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-03 15:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Until recently, small caps were this year’s darling, comfortably outperforming their large-cap brethren as the economic recovery manifested.</li> <li>The S&P SmallCap 600 finished the first half strong, posting its best performance through the first six months of any year since it was created.</li> <li>But the proverbial tortoise caught up to the hare at the start of the second half, as the S&P 500 Index virtually erased its underperformance relative to the S&P SmallCap 600 over the last two weeks.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefa76b6b80fbad76b9427f757e402bd\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>primeimages/E+ via Getty Images</span></p><p><blockquote><ul><li>直到最近,小盘股还是今年的宠儿,随着经济复苏的显现,它们的表现轻松优于大盘股。</li><li>S&P SmallCap 600指数上半年表现强劲,创下自成立以来前六个月的最佳表现。</li><li>但众所周知的乌龟在下半年开始时追上了兔子,标普500指数在过去两周几乎抹去了相对于标准普尔小型股600指数的不佳表现。</li></ul><p class=\"t-img-caption\"><span>PrimeMages/E+来自Getty Images</span></p></blockquote></p><p> Over the last few weeks, U.S. equities have staged a reversal within the very markets that have been this year’s most reliable trade.</p><p><blockquote>过去几周,美国股市在今年最可靠交易的市场中出现了逆转。</blockquote></p><p> Until recently, small caps were this year’s darling, comfortably outperforming their large-cap brethren as the economic recovery manifested. The S&P SmallCap 600 finished the first half strong, posting its best performance through the first six months of any year since it was created.</p><p><blockquote>直到最近,小盘股还是今年的宠儿,随着经济复苏的显现,它们的表现轻松优于大盘股。S&P SmallCap 600指数上半年表现强劲,创下自成立以来前六个月的最佳表现。</blockquote></p><p> <b>S&P SmallCap 600 - Return Through First 6 Months of the Year</b></p><p><blockquote><b>S&P SmallCap 600-今年前6个月的回报</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/74af8ccc0d1010e404c1f6e38a1dde47\" tg-width=\"600\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> But the proverbial tortoise caught up to the hare at the start of the second half, as the S&P 500 Index virtually erased its underperformance relative to the S&P SmallCap 600 over the last two weeks.</p><p><blockquote>但众所周知的乌龟在下半年开始时追上了兔子,标普500指数在过去两周几乎抹去了相对于标准普尔小型股600指数的不佳表现。</blockquote></p><p> The change in market leadership is the result of a number of factors: surging cases of the COVID-19 delta variant, impressive Q2 earnings results from large-cap stalwarts and perhaps even some small-cap investors booking gains after a stellar first half.</p><p><blockquote>市场领导地位的变化是多种因素的结果:COVID-19德尔塔变异毒株病例激增、大盘股中坚力量令人印象深刻的第二季度盈利结果,甚至一些小盘股投资者在上半年表现出色后录得收益。</blockquote></p><p> No matter the narrative, however, there are already significant implications of the swift, sudden reversal. One cautionary flag is already being waved: after their recent rally, U.S. large caps are the most expensive they have ever been, relative to small caps, since the 2001 tech bubble.</p><p><blockquote>然而,无论叙述如何,这种迅速、突然的逆转已经产生了重大影响。一个警告信号已经在挥舞:在最近的反弹之后,美国大盘股相对于小盘股来说是自2001年科技泡沫以来最昂贵的。</blockquote></p><p> <b>S&P 500 Forward P/E / S&P 600 Forward P/E</b></p><p><blockquote><b>标普500远期市盈率/标准普尔600远期市盈率</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/39a4e15c427952c240d02916954deeeb\" tg-width=\"600\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Specifically, the forward P/E of the S&P 500 relative to that of the S&P SmallCap 600 is measuring at levels last seen at the end of the 2001. Similar relative valuations temporarily spiked at the onset of the COVID-19 pandemic in March 2020 but corrected quickly.</p><p><blockquote>具体来说,标普500相对于S&P SmallCap 600指数的远期市盈率处于2001年底的水平。类似的相对估值在2020年3月COVID-19大流行爆发时暂时飙升,但很快就得到了纠正。</blockquote></p><p> The recent run-up would be less concerning if the gauge was less than 1. Historically, large caps often commanded a lower valuation than small caps, since the latter were perceived to be riskier (hence, lower earnings in the ratio’s denominator). The former, with higher earnings and perceived relative safety, had their valuations kept in check.</p><p><blockquote>如果该指标小于1,最近的上涨就不那么令人担忧了。从历史上看,大盘股的估值往往低于小盘股,因为后者被认为风险更高(因此,该比率的分母收益较低)。前者收益较高,被认为相对安全,其估值受到控制。</blockquote></p><p> But this trend has also been reversed, with large caps now trading at a forward P/E premium to small caps of about 20%. If history is any indication, this may signal that there are frothy and bloated valuations in the large-cap market, with small caps perhaps due for a tailwind or the former for a correction.</p><p><blockquote>但这一趋势也发生了逆转,目前大盘股的远期市盈率较小盘股溢价约为20%。如果历史有任何迹象的话,这可能表明大盘股市场存在泡沫和估值膨胀,而小盘股可能会迎来顺风,或者前者可能会出现调整。</blockquote></p><p> It’s hard to ignore the opportunity that this creates for small caps, and only reinforces our optimism on the “reopening” trade: bullish on cyclical sectors, value and small caps. While fears over the surging COVID-19 delta variant have given investors pause, we think that this may just delay the economic recovery, rather than derail it.</p><p><blockquote>很难忽视这为小盘股创造的机会,只会增强我们对“重新开放”交易的乐观情绪:看好周期性板块、价值股和小盘股。虽然对COVID-19德尔塔变异毒株飙升的担忧让投资者犹豫不决,但我们认为这可能只会推迟经济复苏,而不是破坏经济复苏。</blockquote></p><p> Once fears of the delta variant subside and the recovery continues, we believe that small caps may continue this year’s upward trajectory as important pieces of the economic recovery. Until then, be wary of prevailing large-cap valuations in your portfolio.</p><p><blockquote>一旦对德尔塔变异毒株的担忧消退,复苏继续,我们认为小盘股可能会延续今年的上升轨迹,成为经济复苏的重要组成部分。在此之前,请警惕您投资组合中普遍存在的大盘股估值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4444194-can-bloated-us-large-caps-make-room-for-small-caps\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4444194-can-bloated-us-large-caps-make-room-for-small-caps","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105113028","content_text":"Summary\n\nUntil recently, small caps were this year’s darling, comfortably outperforming their large-cap brethren as the economic recovery manifested.\nThe S&P SmallCap 600 finished the first half strong, posting its best performance through the first six months of any year since it was created.\nBut the proverbial tortoise caught up to the hare at the start of the second half, as the S&P 500 Index virtually erased its underperformance relative to the S&P SmallCap 600 over the last two weeks.\n\nprimeimages/E+ via Getty Images\nOver the last few weeks, U.S. equities have staged a reversal within the very markets that have been this year’s most reliable trade.\nUntil recently, small caps were this year’s darling, comfortably outperforming their large-cap brethren as the economic recovery manifested. The S&P SmallCap 600 finished the first half strong, posting its best performance through the first six months of any year since it was created.\nS&P SmallCap 600 - Return Through First 6 Months of the Year\n\nBut the proverbial tortoise caught up to the hare at the start of the second half, as the S&P 500 Index virtually erased its underperformance relative to the S&P SmallCap 600 over the last two weeks.\nThe change in market leadership is the result of a number of factors: surging cases of the COVID-19 delta variant, impressive Q2 earnings results from large-cap stalwarts and perhaps even some small-cap investors booking gains after a stellar first half.\nNo matter the narrative, however, there are already significant implications of the swift, sudden reversal. One cautionary flag is already being waved: after their recent rally, U.S. large caps are the most expensive they have ever been, relative to small caps, since the 2001 tech bubble.\nS&P 500 Forward P/E / S&P 600 Forward P/E\n\nSpecifically, the forward P/E of the S&P 500 relative to that of the S&P SmallCap 600 is measuring at levels last seen at the end of the 2001. Similar relative valuations temporarily spiked at the onset of the COVID-19 pandemic in March 2020 but corrected quickly.\nThe recent run-up would be less concerning if the gauge was less than 1. Historically, large caps often commanded a lower valuation than small caps, since the latter were perceived to be riskier (hence, lower earnings in the ratio’s denominator). The former, with higher earnings and perceived relative safety, had their valuations kept in check.\nBut this trend has also been reversed, with large caps now trading at a forward P/E premium to small caps of about 20%. If history is any indication, this may signal that there are frothy and bloated valuations in the large-cap market, with small caps perhaps due for a tailwind or the former for a correction.\nIt’s hard to ignore the opportunity that this creates for small caps, and only reinforces our optimism on the “reopening” trade: bullish on cyclical sectors, value and small caps. While fears over the surging COVID-19 delta variant have given investors pause, we think that this may just delay the economic recovery, rather than derail it.\nOnce fears of the delta variant subside and the recovery continues, we believe that small caps may continue this year’s upward trajectory as important pieces of the economic recovery. Until then, be wary of prevailing large-cap valuations in your portfolio.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802172770,"gmtCreate":1627742338490,"gmtModify":1631885071582,"author":{"id":"3584234820747668","authorId":"3584234820747668","name":"IcyMystique","avatar":"https://static.tigerbbs.com/9439224a99e598d4c932b2654768ee4d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584234820747668","idStr":"3584234820747668"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802172770","repostId":"806282308","repostType":1,"repost":{"id":806282308,"gmtCreate":1627658110604,"gmtModify":1627658110604,"author":{"id":"3571132313968115","authorId":"3571132313968115","name":"骚Will搞美股","avatar":"https://static.tigerbbs.com/6dc34bb97358c50e6adad652906a92d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571132313968115","idStr":"3571132313968115"},"themes":[],"title":"今日账户操作🚀","htmlText":"买入QQQ 365 8/6的call 10张 均价2.3买入qcom 155 8/20的call 10张 均价1.29分享作为参考,盈亏自负。","listText":"买入QQQ 365 8/6的call 10张 均价2.3买入qcom 155 8/20的call 10张 均价1.29分享作为参考,盈亏自负。","text":"买入QQQ 365 8/6的call 10张 均价2.3买入qcom 155 8/20的call 10张 均价1.29分享作为参考,盈亏自负。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806282308","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801115233,"gmtCreate":1627487429122,"gmtModify":1631885071600,"author":{"id":"3584234820747668","authorId":"3584234820747668","name":"IcyMystique","avatar":"https://static.tigerbbs.com/9439224a99e598d4c932b2654768ee4d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584234820747668","idStr":"3584234820747668"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801115233","repostId":"1179923360","repostType":4,"isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809613893,"gmtCreate":1627364710912,"gmtModify":1631885071607,"author":{"id":"3584234820747668","authorId":"3584234820747668","name":"IcyMystique","avatar":"https://static.tigerbbs.com/9439224a99e598d4c932b2654768ee4d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584234820747668","idStr":"3584234820747668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RTH\">$VanEck Vectors Retail ETF(RTH)$</a>are you in too?","listText":"<a href=\"https://laohu8.com/S/RTH\">$VanEck Vectors Retail ETF(RTH)$</a>are you in too?","text":"$VanEck Vectors Retail ETF(RTH)$are you in too?","images":[{"img":"https://static.tigerbbs.com/5d4733dc4da566dbbf173334187e5a25","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809613893","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}