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Bhaga
Bhaga
·
2021-08-31
$Alibaba(BABA)$
When do we expect the chinese stocks back on track?Share your views🤩
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Bhaga
Bhaga
·
2021-08-07
[Cool]
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Bhaga
Bhaga
·
2021-08-06
[Cool]
20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>
Cloud ETFs are close to record highs, propelled by a rally in the sector Analysts see stellar sales
20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>
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Bhaga
Bhaga
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2021-08-06
[Cool]
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Bhaga
Bhaga
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2021-08-05
[What] [Cool]
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Bhaga
Bhaga
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2021-08-05
[Cool]
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Bhaga
Bhaga
·
2021-08-02
[Cool]
U.S. Dollar: 2 Steps Forward, 1 Step Back<blockquote>美元:前进2步,后退1步</blockquote>
The US dollar had a difficult week, falling against nearly all the major currencies, recording new l
U.S. Dollar: 2 Steps Forward, 1 Step Back<blockquote>美元:前进2步,后退1步</blockquote>
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Bhaga
Bhaga
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2021-07-31
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Bhaga
Bhaga
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2021-07-26
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Bhaga
Bhaga
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2021-07-25
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href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>When do we expect the chinese stocks back on track?Share your views🤩","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>When do we expect the chinese stocks back on track?Share your views🤩","text":"$Alibaba(BABA)$When do we expect the chinese stocks back on track?Share your 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","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891316900","repostId":"2157492883","repostType":4,"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893652924,"gmtCreate":1628260847968,"gmtModify":1633752141709,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/893652924","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=zh_CN&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下,云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计,提供云服务的公司未来将实现强劲的销售增长。(盖蒂图片社/iStockphoto)</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增,但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长,覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕,显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中,销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先,我们查看了五只最大的云ETF:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣,您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较,以及SPDR标普500 ETF和Invesco QQQ Trust(跟踪纳斯达克100指数)的总回报比较:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如,方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息,它也是唯一一家持有特斯拉公司股票的公司,占投资组合的10.65%。特斯拉是一家电动汽车制造商,但它也可以被视为一家云公司,因为它不断通过互联网分发软件更新,并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中,ARKW独有的另一个持股是华特迪士尼公司,该公司通过其Disney+流媒体服务无疑是一个重要的云参与者,即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分,FactSet表示如下:</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲,ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者,但投资组合的实施是一项更加困难的任务:大多数开发这些进步的公司都是大公司,新兴技术仅占总收入的一小部分。因此,很难纯粹接触ARKW的目标技术,因此请务必确认该基金的持股(而不仅仅是其论点)与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长,我们使用2020年日历的销售预测作为基线,然后查看FactSet调查的分析师对随后三年的一致预测(如果有)。(2020年的数字是估计值,因为许多公司的财年与日历不符。)</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计,我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司,这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p><p><blockquote>实际上有21只股票上市,包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是,该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义,也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下,SPDR标普500指数ETF的远期市销率为2.8,2023年预计市销率为2.6。对于QQQ,目前的市盈率为4.7,2023年将降至4.3。</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>20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</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\">\n20 cloud stocks expected to increase sales the most over the next two years<blockquote>预计未来两年销售额增幅最大的20只云股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 13:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p><p><blockquote>在该行业反弹的推动下,云ETF接近历史新高</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p><p><blockquote><p class=\"t-img-caption\"><span>分析师预计,提供云服务的公司未来将实现强劲的销售增长。(盖蒂图片社/iStockphoto)</span></p></blockquote></p><p> U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p><p><blockquote>尽管来自中国的传言和德尔塔变异毒株感染人数激增,但美国投资者仍然看涨。</blockquote></p><p> Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p><p><blockquote>云公司——那些处于计算能力向互联网分布式模式转变前沿的公司——预计将在未来几年快速增长,覆盖该领域的五家最大交易所交易基金中有四家即将创下历史新高。</blockquote></p><p> Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p><p><blockquote>下面是这些ETF持有的股票屏幕,显示了预计到2023年销售额增幅最大的股票。在一个许多参与者处于相对早期阶段的行业中,销售额的增长而不是盈利的增长可能是股价的最佳驱动力。</blockquote></p><p> To begin the screen, we looked at the five largest cloud ETFs:</p><p><blockquote>首先,我们查看了五只最大的云ETF:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p><p><blockquote>ETF可能是您采取广泛方法长期参与云革命的最佳方式。如果您对任何ETF感兴趣,您应该查看基金经理的网站。</blockquote></p><p> Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:</p><p><blockquote>以下是截至8月4日的总回报比较,以及SPDR标普500 ETF和Invesco QQQ Trust(跟踪纳斯达克100指数)的总回报比较:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p><p><blockquote>ETF的方法不同。例如,方舟下一代互联网ETF是唯一一只主动管理的。其他人跟踪一个指数。根据Ark Invest 8月5日发布的信息,它也是唯一一家持有特斯拉公司股票的公司,占投资组合的10.65%。特斯拉是一家电动汽车制造商,但它也可以被视为一家云公司,因为它不断通过互联网分发软件更新,并提供其他基于云的服务。</blockquote></p><p> Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p><p><blockquote>在五只云ETF中,ARKW独有的另一个持股是华特迪士尼公司,该公司通过其Disney+流媒体服务无疑是一个重要的云参与者,即使该公司没有直接说明其销售额有多少来自该快速增长的部分。</blockquote></p><p> As part of its description of ARKW, FactSet says the following:</p><p><blockquote>作为对ARKW描述的一部分,FactSet表示如下:</blockquote></p><p> <i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p><p><blockquote><i>“从广义上讲,ARKW的管理者似乎专注于物联网、云计算、数字货币和可穿戴技术等热门词汇。虽然该基金的重点可能是吸引对这些新技术有信心的投资者,但投资组合的实施是一项更加困难的任务:大多数开发这些进步的公司都是大公司,新兴技术仅占总收入的一小部分。因此,很难纯粹接触ARKW的目标技术,因此请务必确认该基金的持股(而不仅仅是其论点)与您对该领域的看法一致。”</i></blockquote></p><p> <b>Cloud-stock screen</b></p><p><blockquote><b>云库存屏幕</b></blockquote></p><p> Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p><p><blockquote>上面列出的五只云ETF总共持有147只股票。为了预测2023年的销售增长,我们使用2020年日历的销售预测作为基线,然后查看FactSet调查的分析师对随后三年的一致预测(如果有)。(2020年的数字是估计值,因为许多公司的财年与日历不符。)</blockquote></p><p> To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p><p><blockquote>为了确保我们有一套可靠的估计,我们将该小组限制在FactSet调查的至少5名分析师覆盖的126家公司,这些公司可以获得2020年至2023年的一致销售估计。</blockquote></p><p> Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p><p><blockquote>以下是预计到2023年销售额复合年增长率(CAGR)最高的20家公司:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> There are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.</p><p><blockquote>实际上有21只股票上市,包括Zillow Group Inc.的A类和C类股票。</blockquote></p><p> It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p><p><blockquote>有趣的是,该榜单以ARKW持有的股票为主。该基金对云公司有广泛的定义,也关注销售增长。</blockquote></p><p></p><p> Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p><p><blockquote>以下是基于未来12个月共识预测的当前远期市销率、当前市值与2023年预计销售额的比率以及分析师对这些股票的意见摘要。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:FactSet</span></p></blockquote></p><p> In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p><p><blockquote>相比之下,SPDR标普500指数ETF的远期市销率为2.8,2023年预计市销率为2.6。对于QQQ,目前的市盈率为4.7,2023年将降至4.3。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc.","LC":"LendingClub","SKLZ":"Skillz Inc","ADYEY":"Adyen N.V.","MELI":"MercadoLibre","ZG":"Zillow Class A","SE":"Sea Ltd","TSLA":"特斯拉","COIN":"Coinbase Global, Inc.","ROKU":"Roku Inc","Z":"Zillow","CRWD":"CrowdStrike Holdings, Inc.","DKNG":"DraftKings Inc.","PINS":"Pinterest, Inc.","VCYT":"Veracyte Inc","PDD":"拼多多","KC":"金山云","SHOP":"Shopify Inc","SNAP":"Snap Inc","TDOC":"Teladoc Health Inc."},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1,"symbols_score_info":{"SHOP":0.9,"LC":0.9,"TSLA":0.9,"ADYEY":0.9,"COIN":0.9,"OKTA":0.9,"SE":0.9,"PINS":0.9,"VCYT":0.9,"TDOC":0.9,"ROKU":0.9,"SKLZ":0.9,"Z":0.9,"CRWD":0.9,"DKNG":0.9,"MELI":0.9,"SNAP":0.9,"PDD":0.9,"ZG":0.9,"KC":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899789734,"gmtCreate":1628215348928,"gmtModify":1633752532430,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899789734","repostId":"2157454327","repostType":4,"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899665408,"gmtCreate":1628179146304,"gmtModify":1633752855033,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[What] [Cool] ","listText":"[What] [Cool] ","text":"[What] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899665408","repostId":"2157431025","repostType":4,"isVote":1,"tweetType":1,"viewCount":2787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890690468,"gmtCreate":1628099718854,"gmtModify":1633753611184,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890690468","repostId":"1184393508","repostType":4,"isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805285248,"gmtCreate":1627883944484,"gmtModify":1633755606663,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805285248","repostId":"1154088483","repostType":4,"repost":{"id":"1154088483","kind":"news","pubTimestamp":1627882959,"share":"https://www.laohu8.com/m/news/1154088483?lang=zh_CN&edition=full","pubTime":"2021-08-02 13:42","market":"us","language":"en","title":"U.S. Dollar: 2 Steps Forward, 1 Step Back<blockquote>美元:前进2步,后退1步</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154088483","media":"investing.com","summary":"The US dollar had a difficult week, falling against nearly all the major currencies, recording new l","content":"<p><div> The US dollar had a difficult week, falling against nearly all the major currencies, recording new lows for the month against the euro,Swiss franc, and sterling among the major currencies. Indeed, the...</p><p><blockquote><div>美元度过了艰难的一周,对几乎所有主要货币均下跌,对主要货币中的欧元、瑞郎、英镑均创当月新低。事实上...</div></blockquote></p><p> <a href=\"https://www.investing.com/analysis/us-dollar-2-steps-forward-1-step-back-200595276\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.investing.com/analysis/us-dollar-2-steps-forward-1-step-back-200595276\">网页连接</a></blockquote></p><p></p>","source":"lsy1594375853987","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>U.S. Dollar: 2 Steps Forward, 1 Step Back<blockquote>美元:前进2步,后退1步</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\">\nU.S. Dollar: 2 Steps Forward, 1 Step Back<blockquote>美元:前进2步,后退1步</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-02 13:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The US dollar had a difficult week, falling against nearly all the major currencies, recording new lows for the month against the euro,Swiss franc, and sterling among the major currencies. Indeed, the...</p><p><blockquote><div>美元度过了艰难的一周,对几乎所有主要货币均下跌,对主要货币中的欧元、瑞郎、英镑均创当月新低。事实上...</div></blockquote></p><p> <a href=\"https://www.investing.com/analysis/us-dollar-2-steps-forward-1-step-back-200595276\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.investing.com/analysis/us-dollar-2-steps-forward-1-step-back-200595276\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investing.com/analysis/us-dollar-2-steps-forward-1-step-back-200595276\">investing.com</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":{"FXB":"英镑ETF-CurrencyShares","FXY":"日元ETF-CurrencyShares","CYB":"人民币ETF-WisdomTree Dreyfus",".SPX":"S&P 500 Index","FXA":"澳元ETF-CurrencyShares"},"source_url":"https://www.investing.com/analysis/us-dollar-2-steps-forward-1-step-back-200595276","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154088483","content_text":"The US dollar had a difficult week, falling against nearly all the major currencies, recording new lows for the month against the euro,Swiss franc, and sterling among the major currencies. Indeed, the euro and sterling gains were sufficient to erase the earlier losses to post an advance for July.\nIt is difficult to find a common theme through the capital markets. There is much talk about new interest in the reflation trade, but the decline in rates and second consecutive weekly decline in the MSCI Emerging Markets Equity Index do not line up well, even though the US S&P 500 and NASDAQ and Europe's Dow Jones Stoxx 600 set new record highs last week.\nNor did the currency markets give unequivocal support for the reflation thesis. The weakest two major currencies were the Australian and New Zealand dollars, which would have been expected to have a better relative performance if the reflation theme was the key driver. Moreover, the Swiss franc's 1.5% advance was among the best, only outpaced by sterling (~1.6%).\nAlthough the Federal Reserve was more confident that progress was being made toward its objectives, there was little new for investors. When everything was said and done, the10-year Treasury yieldremained within the range set on Monday to start the week (~1.22%-1.29%), which was within the range set in the previous week (~1.12%-1.31%). That said, the 10-year yield has fallen for five consecutive weeks and 10 of the past 11 weeks.\nWe have been using the December 2022Eurodollar futurescontract to track US rate expectations. On July 2, the implied rose to a three-month high near 56 bp. It has fallen and finished last week at the lower end of the month's range near 40 bp. Given that three-month LIBOR is near 13 bp, a quarter-point hike at the end of next year remains fully discounted.\nWe now turn to the technical outlook for a few major currencies and the Mexican peso and Chinese yuan. Generally speaking, the technical condition of the foreign currencies has improved, and we expect it to carry over into August activity. In addition, a strong US jobs report is anticipated, and it will support speculation that at the Jackson Hole conference at the end of August, Chair Powell will provide more guidance about the pace and composition of the Fed's bond purchases.\nDollar Index: The Dollar Index threatened to decline in all five sessions last week, but after extending its losses ahead of the weekend, news that the US was suspending Chinese IPOs seemed to help stabilize it. However, the losses allowed it to meet the initial (38.2%) retracement of the rally (near 91.80) that began in late May near 89.55. The next retracement objective (50%) is found near 91.35, which is also around where the 200-day moving average begins the new month. The momentum indicators are falling, and the five-day moving average has pushed below the 20-day moving average for the first time since the first week in June. The 92.25 area offers initial resistance, with a more important cap by 92.55.\nEuro: The euro carved a trough in the $1.1750-$1.1760 area and briefly traded above $1.19, a new high for the month ahead of the weekend. The high was recorded before the eurozone reported stronger than expected Q2GDP(2.0 vs. 1.5% expected) and strong price pressures (2.2% in July vs. 2.0% expected), and a larger than expected decline in Juneunemployment(to 7.7% from a revised 8.0% in May). The single currency reversed lower in the waning hours of July's activity. Initial support is seen in the $1.1840-$1.1850 area, but a break of the $1.1820 could signal a retest of the trough. Above the $1.1910 area, formidable resistance is seen in the $1.1950-$1.2000 band.\nJapanese Yen: Over the last few weeks, the dollar has traded in a clear range of JPY109.00 to JPY110.70. The dollar recovered after initially slipping to eight-day lows (~JPY109.35) ahead of the weekend but spent the last two sessions below JPY110. The momentum indicators are not generating a clear signal. The MACD is at new lows in over-sold territory, while the Slow Stochastic appears to be turning lower after recovering toward the middle of the range. The exchange rate remains sensitive to US yields, and ahead of what is expected to be a strong employment report on August 6, the downside appears limited.\nBritish Pound: Sterling's sharp recovery faltered ahead of $1.40 before the weekend. It had been sold to its lowest level since early February on July 20 near $1.3570. The important retracement objective (61.8%) of sterling's retreat since the multiyear high was recorded on June 1 near $1.4250 was found slightly below $1.40, which is also near the upper Bollinger® Band, which is moving higher. A convincing move above it would bring the focus back to the highs. The MACD is trending higher and is in the middle of the range, while the Slow Stochastic is getting stretched. Despite the minor loss ahead of the weekend that snapped a four-day advance, the weekly gain of around 1.3% was the biggest of the year.\nCanadian Dollar: The Canadian dollar gained about 1.1% against the US dollar last week. It was the first back-to-back weekly gain since late May. The US dollar recovered from six-year lows (~CAD1.20) on June 1 and peaked on July 19, a little above CAD1.28. However, it took two weeks for it to give up half of those gains, and the greenback approached CAD1.2425 ahead of the weekend, its lowest level since July 6. The momentum indicators are trending lower, and the five-day moving average (~CAD1.2510) has moved below the 20-day moving average (~CAD1.2530) for the first time since early June. The next retracement target (61.8%) is near CAD1.2315.\nAustralian Dollar: The Australian dollar disappointed. Despite poking above $0.7400 for the first time in two weeks, the Aussie finished the week lower to extend its losing streak for a fifth consecutive week. It was the only major currency that fell against the US dollar last week. The New Zealand dollar was the next weakest. It was unchanged after falling for the previous four weeks. The lockdown in Sydney has been extended until the end of August, and the Reserve Bank of Australia will likely abort plans to reduce its bond-buying. Instead, it will likely provide more support, probably via increased bond purchases. The momentum indicators are not particularly helpful presenting and are still rising. Initial support is seen in around $0.7335 before the low for the year set July 21 (before posting a key upside reversal) near $0.7290.\nMexican Peso: The US dollar has ground lower against the peso for seven consecutive sessions and tested the MXN19.80 level ahead of the weekend, its lowest level since July 6. A late recovery by the greenback prevented the decline from extending for an eighth session. The MACD is hovering near zero, and the Slow Stochastic is trending lower. The late June and early July lows form a band of congestion in the MXN19.70-MXN19.75. The JP Morgan, Emerging Market Currency Index ended a four-week slide with a 0.60% gain to close out the month. The benchmark fell a little more than 0.90% in July, while the peso appreciated by about 0.35%. Political risks weighed on thePeruvian solthat got tagged for 3.5% last week and 5% in July.\nChinese Yuan: The yuan's sharp recovery after falling to three-month lows was sufficient to lift it on the week to snap an eight-week slide. We have been tracking a range since late June between CNY6.45 and CNY6.4950. The sell-off in Chinese bonds and stocks saw the dollar rise to CNY6.5125 on July 27, just shy of the 200-day moving average (~CNY6.5170). Efforts by Chinese officials to restore calm and a broader retreat in the US dollar saw the greenback return to almost CNY6.45 ahead of the weekend. It was an unusually wide range for the dollar last week, and the historical (actual) volatility last week reached almost 7.5%, its highest this year. To re-attract global capital flows, Chinese officials may want to boost the attractiveness by signaling tolerance of a stronger yuan. A break of the CNY6.45 area would target the CNY6.4000-CNY6.4200 area.","news_type":1,"symbols_score_info":{"FXY":0.9,"FXB":0.9,"FXA":0.9,".SPX":0.9,"CYB":0.9}},"isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806597272,"gmtCreate":1627664630496,"gmtModify":1633757280659,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806597272","repostId":"2155159451","repostType":4,"isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800037211,"gmtCreate":1627265400333,"gmtModify":1633766724675,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800037211","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177686104,"gmtCreate":1627210070608,"gmtModify":1633767146922,"author":{"id":"3585145250045622","authorId":"3585145250045622","name":"Bhaga","avatar":"https://static.tigerbbs.com/8df89f7cbf6306c898f1bc0eef701a29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585145250045622","authorIdStr":"3585145250045622"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177686104","repostId":"1115106146","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}