个人中心 - 老虎社区

jktrade

IP属地：未知

帖子 · 37帖子 · 37
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- jktradejktrade
  ·2021-09-13
  If base on P/E ratio alone second cheapest
  Tech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</blockquote>
  Apple (AAPL) investor expectations "remain muted" ahead of the computer giant's iPhone 13 unveiling
  Tech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</blockquote>
  3,279 评论
  4
  分享
  举报
- jktradejktrade
  ·2021-09-12
  Democrats are shareholders?
  非常抱歉，此主贴已删除
  2,775 评论
  1
  分享
  举报
- jktradejktrade
  ·2021-09-12
  Turbocharge volatility, hell yes!
  非常抱歉，此主贴已删除
  1,742 评论
  点赞
  分享
  举报
- jktradejktrade
  ·2021-09-12
  Verizon?
  非常抱歉，此主贴已删除
  2,760 2
  3
  分享
  举报
- jktradejktrade
  ·2021-09-11
  Plan does not sound concrete
  非常抱歉，此主贴已删除
  2,876 评论
  3
  分享
  举报
- jktradejktrade
  ·2021-09-11
  Are those managers still working in Google?
  非常抱歉，此主贴已删除
  3,534 评论
  4
  分享
  举报
- jktradejktrade
  ·2021-09-10
  Wasn't as dramatic as I expected
  非常抱歉，此主贴已删除
  1,426 评论
  1
  分享
  举报
- jktradejktrade
  ·2021-09-09
  The bleeding continues
  Most of China concepts stocks fell in premarket trading<blockquote>中概股盘前多数下跌</blockquote>
  (Sept 9) Most of China concepts stocks fell in premarket trading.
  Most of China concepts stocks fell in premarket trading<blockquote>中概股盘前多数下跌</blockquote>
  2,436 1
  4
  分享
  举报
- jktradejktrade
  ·2021-09-09
  If they are not greedy, you buy
  Wall Street Strategists Are Cautious About This Fall. Why They’re Worried.<blockquote>华尔街策略师对今年秋季持谨慎态度。他们为什么担心。</blockquote>
  A pair of Wall Street strategists have just come out with cautious outlooks for stocks this fall. Th
  Wall Street Strategists Are Cautious About This Fall. Why They’re Worried.<blockquote>华尔街策略师对今年秋季持谨慎态度。他们为什么担心。</blockquote>
  1,540 2
  5
  分享
  举报
- jktradejktrade
  ·2021-09-09
  How green electric cars are? Still debatable...
  非常抱歉，此主贴已删除
  2,939 评论
  4
  分享
  举报
暂无关注

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4087905137947130","uuid":"4087905137947130","gmtCreate":1624802292125,"gmtModify":1624802292125,"name":"jktrade","pinyin":"jktrade","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":2,"tweetSize":37,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.14","exceedPercentage":"60.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":888519912,"gmtCreate":1631506363436,"gmtModify":1631889353792,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"If base on P/E ratio alone second cheapest","listText":"If base on P/E ratio alone second cheapest","text":"If base on P/E ratio alone second cheapest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888519912","repostId":"1161862404","repostType":4,"repost":{"id":"1161862404","kind":"news","pubTimestamp":1631503206,"share":"https://www.laohu8.com/m/news/1161862404?lang=zh_CN&edition=full","pubTime":"2021-09-13 11:20","market":"us","language":"en","title":"Tech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161862404","media":"Thestreet","summary":"Apple (AAPL)  investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling","content":"<p>Apple (AAPL)&nbsp; investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling, setting up a busy fall with product launches, a Morgan Stanley analyst said.</p><p><blockquote>摩根士丹利分析师表示，在这家计算机巨头iPhone 13发布之前，苹果(AAPL)投资者的预期“仍然低迷”，导致秋季产品发布繁忙。</blockquote></p><p> Analyst Katy Huberty discussed investor expectations leading up to Apple's annual event, dubbed California Streaming, which is set for Tuesday. \"Investor expectations remain muted, which creates a compelling setup into the fall should early iPhone 13 data points outperform expectations,\" the analyst said in a research note.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)讨论了投资者对苹果年度活动（名为“加州流媒体”）的预期，该活动定于周二举行。该分析师在一份研究报告中表示：“投资者的预期仍然低迷，如果iPhone 13早期数据点超出预期，这将为秋季创造一个引人注目的环境。”</blockquote></p><p> Huberty said that based on conversations with her Apple supply chain research colleagues, \"we expect the fall of 2021 to be another busy period of product launches, with the iPhone 13 family, the Apple Watch 7, AirPods, 3, new iPads, and new MacBook Pros with M1 all expected to be released before year-end.\"</p><p><blockquote>Huberty表示，根据与苹果供应链研究同事的对话，“我们预计2021年秋季将是另一个产品发布的繁忙时期，iPhone 13系列、苹果Watch 7、AirPods、3、新款iPad以及配备M1的新款MacBook Pro预计都将在年底前发布。”</blockquote></p><p> Investors expect the iPhone 13 to be a more \"evolutionary\" product cycle with fewer significant technology upgrades compared with iPhone 12, she said. The analyst said the iPhone launch event has not been a major stock catalyst. Over the past seven years, Apple shares have risen just 1% on average in the week following the event.</p><p><blockquote>她表示，投资者预计iPhone 13将是一个更具“进化性”的产品周期，与iPhone 12相比，重大技术升级较少。该分析师表示，iPhone发布会并不是主要的股票催化剂。过去七年来，苹果股价在事件发生后一周平均仅上涨1%。</blockquote></p><p> \"Should early iPhone 13 demand data exceed buy-side expectations,\" Huberty said, \"we'd expect Apple shares to rerate higher and likely trade between our $168 base and $245 bull-case valuations, driven by both positive estimate revisions and multiple expansion.\"</p><p><blockquote>Huberty表示：“如果早期iPhone 13需求数据超出买方预期，我们预计苹果股价将重新估值更高，并可能在积极的预估修正和倍数的推动下，在168美元的基础估值和245美元的牛市估值之间交易扩张。”</blockquote></p><p> In terms of positioning ahead of the event, Huberty said \"we still believe the majority of institutional investors are positioned as neutral to negative, despite the fact that Apple shares have rallied over 20% in the past 3 months following a number of App Store headlines that have resolved a handful of existing lawsuits/investigations.\"</p><p><blockquote>在活动前的定位方面，Huberty表示：“我们仍然认为大多数机构投资者的定位是中性至负面，尽管在应用商店发布大量头条新闻后，苹果股价在过去3个月内上涨了20%以上。”已经解决了一些现有的诉讼/调查。”</blockquote></p><p> Piper Sandler analyst Harsh Kumar raised the firm's price target on Apple to $175 from $165 and reiterated an overweight rating on the shares. Baird analysts boosted their price target for Apple to $170 from $160 a share, saying they \"continue to view [the] shares as attractive for long-term-oriented investors.\"</p><p><blockquote>Piper Sandler分析师Harsh Kumar将苹果的目标股价从165美元上调至175美元，并重申了跑赢大盘对该股的评级。Baird分析师将苹果的目标股价从每股160美元上调至170美元，称他们“继续认为该股对长期投资者具有吸引力”。</blockquote></p><p> Apple and Alphabet's Google (GOOGL) - Get Alphabet Inc. Class A Report will be required under a new South Korean law to open their application stores to alternative payment systems. The bill was passed by South Korea’s National Assembly, The Wall Street Journal reported, and it is the first in the world to dent the companies’ dominance over how apps on their platforms sell their digital goods.</p><p><blockquote>根据韩国新法律，苹果和Alphabet的谷歌（GOOGL）-获取Alphabet公司A级报告将被要求向替代支付系统开放其应用商店。据《华尔街日报》报道，该法案由韩国国会通过，这是世界上第一个削弱公司对其平台上的应用程序销售数字商品的主导地位的法案。</blockquote></p><p> The legislation amends South Korea’s Telecommunications Business Act to prevent large app-market operators from requiring the use of their in-app purchasing systems. It also bans operators from unreasonably delaying the approval of apps or deleting them from the marketplace. Companies that fail to comply could be fined up to 3% of their South Korean revenue by the Korea Communications Commission.</p><p><blockquote>该立法修订了韩国的《电信商业法》，以防止大型应用市场运营商要求使用其应用内购买系统。它还禁止运营商不合理地推迟应用程序的批准或从市场上删除它们。不遵守规定的公司可能会被韩国通信委员会处以高达其韩国收入3%的罚款。</blockquote></p><p> The bill in Korea has been nicknamed the “Google power-abuse-prevention law” by some lawmakers and media. Google’s Play Store accounted for 75% of mobile app downloads globally in the second quarter. Apple accounted for 65% of app-store consumer spending on in-app purchases and subscriptions during the same quarter, the Journal reported, citing App Annie, a mobile-app analytics firm.</p><p><blockquote>韩国的这项法案被一些立法者和媒体戏称为“谷歌滥用权力预防法”。谷歌Play商店第二季度占全球移动应用下载量的75%。《华尔街日报》援引移动应用分析公司App Annie的报道称，同一季度，苹果占App Store消费者应用内购买和订阅支出的65%。</blockquote></p><p> Apple and Google are facing lawsuits and investigations in several countries.</p><p><blockquote>苹果和谷歌在多个国家面临诉讼和调查。</blockquote></p><p> Alphabet and Apple are holdings in Jim Cramer's Action Alerts PLUS investing club. Want to be alerted before Jim Cramer buys or sells these stocks? Learn more now.</p><p><blockquote>Alphabet和苹果持有吉姆·克莱默的Action Alerts PLUS投资俱乐部的股份。想在吉姆·克莱默购买或出售这些股票之前收到提醒吗？立即了解更多信息。</blockquote></p><p> Here is a breakdown list of the technology and FAANG stocks to watch right now based on their performance over the past week:</p><p><blockquote>以下是根据过去一周的表现，目前值得关注的科技股和FAANG股票的细分列表：</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>Tech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</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\">\nTech Stocks Roundup: Google is the 'Cheapest of FAANG'<blockquote>科技股综述：谷歌是“FAANG中最便宜的”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-13 11:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple (AAPL)&nbsp; investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling, setting up a busy fall with product launches, a Morgan Stanley analyst said.</p><p><blockquote>摩根士丹利分析师表示，在这家计算机巨头iPhone 13发布之前，苹果(AAPL)投资者的预期“仍然低迷”，导致秋季产品发布繁忙。</blockquote></p><p> Analyst Katy Huberty discussed investor expectations leading up to Apple's annual event, dubbed California Streaming, which is set for Tuesday. \"Investor expectations remain muted, which creates a compelling setup into the fall should early iPhone 13 data points outperform expectations,\" the analyst said in a research note.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)讨论了投资者对苹果年度活动（名为“加州流媒体”）的预期，该活动定于周二举行。该分析师在一份研究报告中表示：“投资者的预期仍然低迷，如果iPhone 13早期数据点超出预期，这将为秋季创造一个引人注目的环境。”</blockquote></p><p> Huberty said that based on conversations with her Apple supply chain research colleagues, \"we expect the fall of 2021 to be another busy period of product launches, with the iPhone 13 family, the Apple Watch 7, AirPods, 3, new iPads, and new MacBook Pros with M1 all expected to be released before year-end.\"</p><p><blockquote>Huberty表示，根据与苹果供应链研究同事的对话，“我们预计2021年秋季将是另一个产品发布的繁忙时期，iPhone 13系列、苹果Watch 7、AirPods、3、新款iPad以及配备M1的新款MacBook Pro预计都将在年底前发布。”</blockquote></p><p> Investors expect the iPhone 13 to be a more \"evolutionary\" product cycle with fewer significant technology upgrades compared with iPhone 12, she said. The analyst said the iPhone launch event has not been a major stock catalyst. Over the past seven years, Apple shares have risen just 1% on average in the week following the event.</p><p><blockquote>她表示，投资者预计iPhone 13将是一个更具“进化性”的产品周期，与iPhone 12相比，重大技术升级较少。该分析师表示，iPhone发布会并不是主要的股票催化剂。过去七年来，苹果股价在事件发生后一周平均仅上涨1%。</blockquote></p><p> \"Should early iPhone 13 demand data exceed buy-side expectations,\" Huberty said, \"we'd expect Apple shares to rerate higher and likely trade between our $168 base and $245 bull-case valuations, driven by both positive estimate revisions and multiple expansion.\"</p><p><blockquote>Huberty表示：“如果早期iPhone 13需求数据超出买方预期，我们预计苹果股价将重新估值更高，并可能在积极的预估修正和倍数的推动下，在168美元的基础估值和245美元的牛市估值之间交易扩张。”</blockquote></p><p> In terms of positioning ahead of the event, Huberty said \"we still believe the majority of institutional investors are positioned as neutral to negative, despite the fact that Apple shares have rallied over 20% in the past 3 months following a number of App Store headlines that have resolved a handful of existing lawsuits/investigations.\"</p><p><blockquote>在活动前的定位方面，Huberty表示：“我们仍然认为大多数机构投资者的定位是中性至负面，尽管在应用商店发布大量头条新闻后，苹果股价在过去3个月内上涨了20%以上。”已经解决了一些现有的诉讼/调查。”</blockquote></p><p> Piper Sandler analyst Harsh Kumar raised the firm's price target on Apple to $175 from $165 and reiterated an overweight rating on the shares. Baird analysts boosted their price target for Apple to $170 from $160 a share, saying they \"continue to view [the] shares as attractive for long-term-oriented investors.\"</p><p><blockquote>Piper Sandler分析师Harsh Kumar将苹果的目标股价从165美元上调至175美元，并重申了跑赢大盘对该股的评级。Baird分析师将苹果的目标股价从每股160美元上调至170美元，称他们“继续认为该股对长期投资者具有吸引力”。</blockquote></p><p> Apple and Alphabet's Google (GOOGL) - Get Alphabet Inc. Class A Report will be required under a new South Korean law to open their application stores to alternative payment systems. The bill was passed by South Korea’s National Assembly, The Wall Street Journal reported, and it is the first in the world to dent the companies’ dominance over how apps on their platforms sell their digital goods.</p><p><blockquote>根据韩国新法律，苹果和Alphabet的谷歌（GOOGL）-获取Alphabet公司A级报告将被要求向替代支付系统开放其应用商店。据《华尔街日报》报道，该法案由韩国国会通过，这是世界上第一个削弱公司对其平台上的应用程序销售数字商品的主导地位的法案。</blockquote></p><p> The legislation amends South Korea’s Telecommunications Business Act to prevent large app-market operators from requiring the use of their in-app purchasing systems. It also bans operators from unreasonably delaying the approval of apps or deleting them from the marketplace. Companies that fail to comply could be fined up to 3% of their South Korean revenue by the Korea Communications Commission.</p><p><blockquote>该立法修订了韩国的《电信商业法》，以防止大型应用市场运营商要求使用其应用内购买系统。它还禁止运营商不合理地推迟应用程序的批准或从市场上删除它们。不遵守规定的公司可能会被韩国通信委员会处以高达其韩国收入3%的罚款。</blockquote></p><p> The bill in Korea has been nicknamed the “Google power-abuse-prevention law” by some lawmakers and media. Google’s Play Store accounted for 75% of mobile app downloads globally in the second quarter. Apple accounted for 65% of app-store consumer spending on in-app purchases and subscriptions during the same quarter, the Journal reported, citing App Annie, a mobile-app analytics firm.</p><p><blockquote>韩国的这项法案被一些立法者和媒体戏称为“谷歌滥用权力预防法”。谷歌Play商店第二季度占全球移动应用下载量的75%。《华尔街日报》援引移动应用分析公司App Annie的报道称，同一季度，苹果占App Store消费者应用内购买和订阅支出的65%。</blockquote></p><p> Apple and Google are facing lawsuits and investigations in several countries.</p><p><blockquote>苹果和谷歌在多个国家面临诉讼和调查。</blockquote></p><p> Alphabet and Apple are holdings in Jim Cramer's Action Alerts PLUS investing club. Want to be alerted before Jim Cramer buys or sells these stocks? Learn more now.</p><p><blockquote>Alphabet和苹果持有吉姆·克莱默的Action Alerts PLUS投资俱乐部的股份。想在吉姆·克莱默购买或出售这些股票之前收到提醒吗？立即了解更多信息。</blockquote></p><p> Here is a breakdown list of the technology and FAANG stocks to watch right now based on their performance over the past week:</p><p><blockquote>以下是根据过去一周的表现，目前值得关注的科技股和FAANG股票的细分列表：</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/technology/tech-stocks-roundup-google-is-the-cheapest-of-faang?puc=yahoo&cm_ven=YAHOO\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://www.thestreet.com/technology/tech-stocks-roundup-google-is-the-cheapest-of-faang?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161862404","content_text":"Apple (AAPL)  investor expectations \"remain muted\" ahead of the computer giant's iPhone 13 unveiling, setting up a busy fall with product launches, a Morgan Stanley analyst said.\nAnalyst Katy Huberty discussed investor expectations leading up to Apple's annual event, dubbed California Streaming, which is set for Tuesday. \"Investor expectations remain muted, which creates a compelling setup into the fall should early iPhone 13 data points outperform expectations,\" the analyst said in a research note.\nHuberty said that based on conversations with her Apple supply chain research colleagues, \"we expect the fall of 2021 to be another busy period of product launches, with the iPhone 13 family, the Apple Watch 7, AirPods, 3, new iPads, and new MacBook Pros with M1 all expected to be released before year-end.\"\nInvestors expect the iPhone 13 to be a more \"evolutionary\" product cycle with fewer significant technology upgrades compared with iPhone 12, she said. The analyst said the iPhone launch event has not been a major stock catalyst. Over the past seven years, Apple shares have risen just 1% on average in the week following the event.\n\"Should early iPhone 13 demand data exceed buy-side expectations,\" Huberty said, \"we'd expect Apple shares to rerate higher and likely trade between our $168 base and $245 bull-case valuations, driven by both positive estimate revisions and multiple expansion.\"\nIn terms of positioning ahead of the event, Huberty said \"we still believe the majority of institutional investors are positioned as neutral to negative, despite the fact that Apple shares have rallied over 20% in the past 3 months following a number of App Store headlines that have resolved a handful of existing lawsuits/investigations.\"\nPiper Sandler analyst Harsh Kumar raised the firm's price target on Apple to $175 from $165 and reiterated an overweight rating on the shares. Baird analysts boosted their price target for Apple to $170 from $160 a share, saying they \"continue to view [the] shares as attractive for long-term-oriented investors.\"\nApple and Alphabet's Google (GOOGL) - Get Alphabet Inc. Class A Report will be required under a new South Korean law to open their application stores to alternative payment systems. The bill was passed by South Korea’s National Assembly, The Wall Street Journal reported, and it is the first in the world to dent the companies’ dominance over how apps on their platforms sell their digital goods.\nThe legislation amends South Korea’s Telecommunications Business Act to prevent large app-market operators from requiring the use of their in-app purchasing systems. It also bans operators from unreasonably delaying the approval of apps or deleting them from the marketplace. Companies that fail to comply could be fined up to 3% of their South Korean revenue by the Korea Communications Commission.\nThe bill in Korea has been nicknamed the “Google power-abuse-prevention law” by some lawmakers and media. Google’s Play Store accounted for 75% of mobile app downloads globally in the second quarter. Apple accounted for 65% of app-store consumer spending on in-app purchases and subscriptions during the same quarter, the Journal reported, citing App Annie, a mobile-app analytics firm.\nApple and Google are facing lawsuits and investigations in several countries.\nAlphabet and Apple are holdings in Jim Cramer's Action Alerts PLUS investing club. Want to be alerted before Jim Cramer buys or sells these stocks? Learn more now.\nHere is a breakdown list of the technology and FAANG stocks to watch right now based on their performance over the past week:","news_type":1,"symbols_score_info":{"GOOG":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888019514,"gmtCreate":1631412746938,"gmtModify":1631889353794,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"Democrats are shareholders?","listText":"Democrats are shareholders?","text":"Democrats are shareholders?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888019514","repostId":"2166372458","repostType":4,"isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888037761,"gmtCreate":1631412625753,"gmtModify":1631889353795,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"Turbocharge volatility, hell yes!","listText":"Turbocharge volatility, hell yes!","text":"Turbocharge volatility, hell yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888037761","repostId":"2166772293","repostType":4,"isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888034767,"gmtCreate":1631412576159,"gmtModify":1631889353799,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"Verizon?","listText":"Verizon?","text":"Verizon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/888034767","repostId":"2166377772","repostType":4,"isVote":1,"tweetType":1,"viewCount":2760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881142499,"gmtCreate":1631320007211,"gmtModify":1631889353801,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"Plan does not sound concrete","listText":"Plan does not sound concrete","text":"Plan does not sound concrete","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881142499","repostId":"2166711113","repostType":4,"isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881146554,"gmtCreate":1631319950078,"gmtModify":1631889353804,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"Are those managers still working in Google?","listText":"Are those managers still working in Google?","text":"Are those managers still working in Google?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881146554","repostId":"2166374133","repostType":4,"isVote":1,"tweetType":1,"viewCount":3534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883233580,"gmtCreate":1631242119040,"gmtModify":1631889353809,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"Wasn't as dramatic as I expected","listText":"Wasn't as dramatic as I expected","text":"Wasn't as dramatic as I expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883233580","repostId":"1117851011","repostType":4,"isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889475486,"gmtCreate":1631175177845,"gmtModify":1631889353811,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"The bleeding continues","listText":"The bleeding continues","text":"The bleeding continues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889475486","repostId":"1176538965","repostType":4,"repost":{"id":"1176538965","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631174811,"share":"https://www.laohu8.com/m/news/1176538965?lang=zh_CN&edition=full","pubTime":"2021-09-09 16:06","market":"us","language":"en","title":"Most of China concepts stocks fell in premarket trading<blockquote>中概股盘前多数下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176538965","media":"Tiger Newspress","summary":"(Sept 9)&nbsp;Most of China concepts stocks fell in premarket trading.","content":"<p>(Sept 9)&nbsp;Most of China concepts stocks fell in premarket trading.</p><p><blockquote>（9月9日）中概股盘前交易多数下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1cc6e1e421893d8bebaea0dc552bf76\" tg-width=\"279\" tg-height=\"728\" width=\"100%\" height=\"auto\"></p><p><blockquote></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>Most of China concepts stocks fell in premarket trading<blockquote>中概股盘前多数下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost of China concepts stocks fell in premarket trading<blockquote>中概股盘前多数下跌</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\">2021-09-09 16:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 9)&nbsp;Most of China concepts stocks fell in premarket trading.</p><p><blockquote>（9月9日）中概股盘前交易多数下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1cc6e1e421893d8bebaea0dc552bf76\" tg-width=\"279\" tg-height=\"728\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176538965","content_text":"(Sept 9) Most of China concepts stocks fell in premarket trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889576025,"gmtCreate":1631163639467,"gmtModify":1631889353814,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"If they are not greedy, you buy","listText":"If they are not greedy, you buy","text":"If they are not greedy, you buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889576025","repostId":"1152602866","repostType":4,"repost":{"id":"1152602866","kind":"news","pubTimestamp":1631153755,"share":"https://www.laohu8.com/m/news/1152602866?lang=zh_CN&edition=full","pubTime":"2021-09-09 10:15","market":"us","language":"en","title":"Wall Street Strategists Are Cautious About This Fall. Why They’re Worried.<blockquote>华尔街策略师对今年秋季持谨慎态度。他们为什么担心。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152602866","media":"Barrons","summary":"A pair of Wall Street strategists have just come out with cautious outlooks for stocks this fall. Th","content":"<p>A pair of Wall Street strategists have just come out with cautious&nbsp;outlooks for stocks&nbsp;this fall. They’re joining a growing chorus.</p><p><blockquote>两位华尔街策略师刚刚对今年秋季股市前景持谨慎态度。他们加入了一个日益壮大的合唱团。</blockquote></p><p> The macro markets experts are as bullish as ever on the ongoing economic recovery, but much less so on equities.Federal Reserve tapering, political drama, and pricey valuations could all trip up the stock market this fall.</p><p><blockquote>宏观市场专家一如既往地看好正在进行的经济复苏，但对股市的看法就不那么乐观了。美联储缩减购债规模、政治戏剧和昂贵的估值都可能导致今年秋天的股市陷入困境。</blockquote></p><p> Andrew Sheets, chief cross-asset strategist at&nbsp;Morgan Stanley,sees a&nbsp;“bumpy” next few months, and consequently has downgraded U.S. stocks to the equivalent of Sell. And Savita Subramanian, head of U.S. equity and quantitative strategy at BofA Securities, published a pair of S&amp;P 500 targets that imply near-term losses and an at-best flat market through the end of next year.</p><p><blockquote>摩根士丹利首席跨资产策略师安德鲁·希茨(Andrew Sheets)认为未来几个月将“坎坷”，因此将美股评级下调至相当于卖出。美国银行证券(BofA Securities)美国股票和量化策略主管萨维塔·萨勃拉曼尼亚(Savita Subramanian)发布了两个标普500目标，这意味着近期将出现亏损，并且到明年年底市场充其量将持平。</blockquote></p><p> “Investor sentiment and valuations are extended—a lot of optimism is already priced in—and our Long-Term Valuation Model indicates negative returns for the S&amp;P 500 over the next decade (-0.8% annualized returns) for the first time since the Tech Bubble,” she writes.</p><p><blockquote>“投资者情绪和估值都在扩大——很多乐观情绪已经被消化——我们的长期估值模型表明，自科技泡沫以来，未来十年标普500首次出现负回报（年化回报率为-0.8%），”她写道。</blockquote></p><p> Subramanian expects the S&amp;P 500 to fall to 4250 at the end of this year, down about 6% from current levels around 4500. She sees the index rebounding to 4600 by the end of 2022, which would be a gain of barely 2% from today.</p><p><blockquote>Subramanian预计，今年年底标普500将降至4250点，较目前4500点左右的水平下降约6%。她预计该指数到2022年底将反弹至4600点，较今天仅上涨2%。</blockquote></p><p> Subramanian’s measure of investor sentiment—a contrarian indicator—is signaling euphoria, right when she’s beginning to worry about profit margins and earnings growth. She points to supply-chain disruptions and inflation in wages and input costs as coming headwinds to profitability. Add to that: Interest rates are likely to be higher rather than lower in the coming year—weighing on valuation multiples—and there’s not much for Subramanian to like on the S&amp;P 500 index level.</p><p><blockquote>萨勃拉曼尼亚衡量投资者情绪的指标——一个反向指标——正在发出兴奋的信号，而此时她正开始担心利润率和盈利增长。她指出，供应链中断以及工资和投入成本的通胀是盈利能力面临的阻力。除此之外：来年利率可能会更高而不是更低——这会影响估值倍数——而且萨勃拉曼尼亚在标普500指数水平上没有太多值得喜欢的地方。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8fde875fdd5b4e849b888c5d1316da5\" tg-width=\"515\" tg-height=\"591\" 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> Sheets expects the Fed to announce its plans to begin reducing monthly asset purchases later this month, and for officials to also update their so-called “dot plot” of future interest-rate forecasts to show a faster-than-expected pace of hikes. Those should&nbsp;drive Treasury yields higher, Sheets argues, putting pressure on U.S. stocks.</p><p><blockquote>Sheets预计，美联储将在本月晚些时候宣布开始减少每月资产购买的计划，官员们还将更新他们所谓的未来利率预测“点阵图”，以显示加息步伐快于预期。Sheets认为，这些应该会推高美国国债收益率，给美国股市带来压力。</blockquote></p><p> Congressional wrangling over traditional and “social” infrastructure bills—and potential higher corporate and personal taxes—will produce some negative headlines in the coming weeks. And economic and earnings growth rates have likely already peaked for the current cycle, Sheets writes.</p><p><blockquote>国会关于传统和“社会”基础设施法案的争论——以及潜在的更高的公司税和个人税——将在未来几周产生一些负面头条新闻。希茨写道，当前周期的经济和盈利增长率可能已经见顶。</blockquote></p><p> Going forward, there are two ways he sees things going: More fiscal stimulus, less Covid-19, and continued rapid U.S. economic growth would encourage the Fed to tighten policy, pushing yields higher and stocks lower. Alternatively, slowing growth would be a challenge to pricey stocks, and could prompt a “growth scare” selloff.</p><p><blockquote>展望未来，他认为事情会以两种方式发展：更多的财政刺激，更少的新冠肺炎，以及美国经济持续快速增长将鼓励美联储收紧政策，推高收益率，降低股市。或者，增长放缓将对昂贵的股票构成挑战，并可能引发“增长恐慌”抛售。</blockquote></p><p> Either way, the implication is for negative stock-market returns, and Sheets prefers European and Japanese equities to the S&amp;P 500. Morgan Stanley strategists have a mid-2022 S&amp;P 500 target of 4225, down about 6% from here.</p><p><blockquote>不管怎样，这意味着股市回报为负，而Sheets更喜欢欧洲和日本股票而不是标普500。大摩策略师将2022年中期标普500目标定为4225点，较目前下跌约6%。</blockquote></p><p> “This is a normal dilemma,” Sheets writes. “After the initial post-recession bounce, growth usually moderates. An improving economy usually brings more cost pressure and inflation as demand rises and labour markets tighten. It usually means central banks shift to tighten policy.”</p><p><blockquote>“这是一个正常的困境，”希茨写道。“在衰退后最初的反弹之后，增长通常会放缓。随着需求上升和劳动力市场收紧，经济改善通常会带来更多的成本压力和通胀。这通常意味着央行转向收紧政策。”</blockquote></p><p> That’s not to say that an economic recession is on the horizon or that earnings will fall. It’s just a new phase in the cycle, and one in which the average stock doesn’t perform as well.</p><p><blockquote>这并不是说经济衰退即将来临或盈利将会下降。这只是周期中的一个新阶段，也是一个股票平均表现不佳的阶段。</blockquote></p><p> Subramanian agrees: “This environment is bullish for interest rates, inflation, and companies geared to U.S. economic growth,” she writes. “We see several areas of the market as well-positioned despite our more cautious outlook on equities: buy inflation-protected yield, and U.S. small caps.”</p><p><blockquote>萨勃拉曼尼亚对此表示同意：“这种环境有利于利率、通胀和面向美国经济增长的公司，”她写道。“尽管我们对股市的前景更加谨慎，但我们认为市场的几个领域也处于有利地位：购买通胀保值收益率和美国小盘股。”</blockquote></p><p> Small caps tend to do well when economic growth is strong, and Subramanian sees potential benefits from greater infrastructure spending by the government and capex investment from companies in the coming year. Plus, cheaper relative valuations than large caps make small caps less of a lift.</p><p><blockquote>当经济增长强劲时，小盘股往往表现良好，Subramanian认为未来一年政府增加基础设施支出和企业资本支出投资可能带来好处。此外，相对估值比大盘股便宜，使得小盘股的提振作用较小。</blockquote></p><p> The small-cap Russell 2000 index currently trades for about 29 times its estimated earnings over the next 12 months, versus its average of about 27.5 times over the past 25 years, according to data from Bloomberg. That compares with the S&amp;P 500 at more than 22 times forward earnings today and a long-term average around 17 times.</p><p><blockquote>根据彭博社的数据，小盘股罗素2000指数目前的市盈率约为未来12个月预期市盈率的29倍，而过去25年的平均市盈率约为27.5倍。相比之下，标普500目前的预期市盈率超过22倍，长期平均市盈率约为17倍。</blockquote></p><p> Inflation-protected yield means dividend-growth stocks. “Bonds offer yield with no inflation protection, commodities offer inflation exposure but no yield,” Subramanian writes. “Stocks sit in the middle: earnings, unlike bond yields, are nominal and grow with inflation.”</p><p><blockquote>通胀保值收益率意味着股息增长型股票。萨勃拉曼尼亚写道：“债券提供没有通胀保护的收益率，大宗商品提供通胀风险但没有收益率。”“股票位于中间：与债券收益率不同，收益是名义上的，并随着通货膨胀而增长。”</blockquote></p><p></p><p> In particular, Subramanian likes dividend-growth stocks in sectors like energy, financials, and materials which stand to benefit from a growing economy and faster-than-average inflation.</p><p><blockquote>萨勃拉曼尼亚特别喜欢能源、金融和材料等行业的股息增长股票，这些股票将受益于经济增长和高于平均水平的通胀。</blockquote></p><p> Those could include&nbsp;Bank of America(ticker: BAC),Citigroup(C),Newmont(NEM),EOG Resources(EOG), or&nbsp;Pioneer Natural Resources(PXD), according to a&nbsp;<i>Barron’s</i>&nbsp;screen for dividend-growth stocks in those industries.</p><p><blockquote>据报道，其中可能包括美国银行（股票代码：BAC）、花旗集团（C）、纽蒙特公司（NEM）、EOG Resources（EOG）或先锋自然资源公司（PXD）<i>巴伦周刊</i>筛选这些行业中股息增长的股票。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Strategists Are Cautious About This Fall. Why They’re Worried.<blockquote>华尔街策略师对今年秋季持谨慎态度。他们为什么担心。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Strategists Are Cautious About This Fall. Why They’re Worried.<blockquote>华尔街策略师对今年秋季持谨慎态度。他们为什么担心。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-09 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A pair of Wall Street strategists have just come out with cautious&nbsp;outlooks for stocks&nbsp;this fall. They’re joining a growing chorus.</p><p><blockquote>两位华尔街策略师刚刚对今年秋季股市前景持谨慎态度。他们加入了一个日益壮大的合唱团。</blockquote></p><p> The macro markets experts are as bullish as ever on the ongoing economic recovery, but much less so on equities.Federal Reserve tapering, political drama, and pricey valuations could all trip up the stock market this fall.</p><p><blockquote>宏观市场专家一如既往地看好正在进行的经济复苏，但对股市的看法就不那么乐观了。美联储缩减购债规模、政治戏剧和昂贵的估值都可能导致今年秋天的股市陷入困境。</blockquote></p><p> Andrew Sheets, chief cross-asset strategist at&nbsp;Morgan Stanley,sees a&nbsp;“bumpy” next few months, and consequently has downgraded U.S. stocks to the equivalent of Sell. And Savita Subramanian, head of U.S. equity and quantitative strategy at BofA Securities, published a pair of S&amp;P 500 targets that imply near-term losses and an at-best flat market through the end of next year.</p><p><blockquote>摩根士丹利首席跨资产策略师安德鲁·希茨(Andrew Sheets)认为未来几个月将“坎坷”，因此将美股评级下调至相当于卖出。美国银行证券(BofA Securities)美国股票和量化策略主管萨维塔·萨勃拉曼尼亚(Savita Subramanian)发布了两个标普500目标，这意味着近期将出现亏损，并且到明年年底市场充其量将持平。</blockquote></p><p> “Investor sentiment and valuations are extended—a lot of optimism is already priced in—and our Long-Term Valuation Model indicates negative returns for the S&amp;P 500 over the next decade (-0.8% annualized returns) for the first time since the Tech Bubble,” she writes.</p><p><blockquote>“投资者情绪和估值都在扩大——很多乐观情绪已经被消化——我们的长期估值模型表明，自科技泡沫以来，未来十年标普500首次出现负回报（年化回报率为-0.8%），”她写道。</blockquote></p><p> Subramanian expects the S&amp;P 500 to fall to 4250 at the end of this year, down about 6% from current levels around 4500. She sees the index rebounding to 4600 by the end of 2022, which would be a gain of barely 2% from today.</p><p><blockquote>Subramanian预计，今年年底标普500将降至4250点，较目前4500点左右的水平下降约6%。她预计该指数到2022年底将反弹至4600点，较今天仅上涨2%。</blockquote></p><p> Subramanian’s measure of investor sentiment—a contrarian indicator—is signaling euphoria, right when she’s beginning to worry about profit margins and earnings growth. She points to supply-chain disruptions and inflation in wages and input costs as coming headwinds to profitability. Add to that: Interest rates are likely to be higher rather than lower in the coming year—weighing on valuation multiples—and there’s not much for Subramanian to like on the S&amp;P 500 index level.</p><p><blockquote>萨勃拉曼尼亚衡量投资者情绪的指标——一个反向指标——正在发出兴奋的信号，而此时她正开始担心利润率和盈利增长。她指出，供应链中断以及工资和投入成本的通胀是盈利能力面临的阻力。除此之外：来年利率可能会更高而不是更低——这会影响估值倍数——而且萨勃拉曼尼亚在标普500指数水平上没有太多值得喜欢的地方。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8fde875fdd5b4e849b888c5d1316da5\" tg-width=\"515\" tg-height=\"591\" 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> Sheets expects the Fed to announce its plans to begin reducing monthly asset purchases later this month, and for officials to also update their so-called “dot plot” of future interest-rate forecasts to show a faster-than-expected pace of hikes. Those should&nbsp;drive Treasury yields higher, Sheets argues, putting pressure on U.S. stocks.</p><p><blockquote>Sheets预计，美联储将在本月晚些时候宣布开始减少每月资产购买的计划，官员们还将更新他们所谓的未来利率预测“点阵图”，以显示加息步伐快于预期。Sheets认为，这些应该会推高美国国债收益率，给美国股市带来压力。</blockquote></p><p> Congressional wrangling over traditional and “social” infrastructure bills—and potential higher corporate and personal taxes—will produce some negative headlines in the coming weeks. And economic and earnings growth rates have likely already peaked for the current cycle, Sheets writes.</p><p><blockquote>国会关于传统和“社会”基础设施法案的争论——以及潜在的更高的公司税和个人税——将在未来几周产生一些负面头条新闻。希茨写道，当前周期的经济和盈利增长率可能已经见顶。</blockquote></p><p> Going forward, there are two ways he sees things going: More fiscal stimulus, less Covid-19, and continued rapid U.S. economic growth would encourage the Fed to tighten policy, pushing yields higher and stocks lower. Alternatively, slowing growth would be a challenge to pricey stocks, and could prompt a “growth scare” selloff.</p><p><blockquote>展望未来，他认为事情会以两种方式发展：更多的财政刺激，更少的新冠肺炎，以及美国经济持续快速增长将鼓励美联储收紧政策，推高收益率，降低股市。或者，增长放缓将对昂贵的股票构成挑战，并可能引发“增长恐慌”抛售。</blockquote></p><p> Either way, the implication is for negative stock-market returns, and Sheets prefers European and Japanese equities to the S&amp;P 500. Morgan Stanley strategists have a mid-2022 S&amp;P 500 target of 4225, down about 6% from here.</p><p><blockquote>不管怎样，这意味着股市回报为负，而Sheets更喜欢欧洲和日本股票而不是标普500。大摩策略师将2022年中期标普500目标定为4225点，较目前下跌约6%。</blockquote></p><p> “This is a normal dilemma,” Sheets writes. “After the initial post-recession bounce, growth usually moderates. An improving economy usually brings more cost pressure and inflation as demand rises and labour markets tighten. It usually means central banks shift to tighten policy.”</p><p><blockquote>“这是一个正常的困境，”希茨写道。“在衰退后最初的反弹之后，增长通常会放缓。随着需求上升和劳动力市场收紧，经济改善通常会带来更多的成本压力和通胀。这通常意味着央行转向收紧政策。”</blockquote></p><p> That’s not to say that an economic recession is on the horizon or that earnings will fall. It’s just a new phase in the cycle, and one in which the average stock doesn’t perform as well.</p><p><blockquote>这并不是说经济衰退即将来临或盈利将会下降。这只是周期中的一个新阶段，也是一个股票平均表现不佳的阶段。</blockquote></p><p> Subramanian agrees: “This environment is bullish for interest rates, inflation, and companies geared to U.S. economic growth,” she writes. “We see several areas of the market as well-positioned despite our more cautious outlook on equities: buy inflation-protected yield, and U.S. small caps.”</p><p><blockquote>萨勃拉曼尼亚对此表示同意：“这种环境有利于利率、通胀和面向美国经济增长的公司，”她写道。“尽管我们对股市的前景更加谨慎，但我们认为市场的几个领域也处于有利地位：购买通胀保值收益率和美国小盘股。”</blockquote></p><p> Small caps tend to do well when economic growth is strong, and Subramanian sees potential benefits from greater infrastructure spending by the government and capex investment from companies in the coming year. Plus, cheaper relative valuations than large caps make small caps less of a lift.</p><p><blockquote>当经济增长强劲时，小盘股往往表现良好，Subramanian认为未来一年政府增加基础设施支出和企业资本支出投资可能带来好处。此外，相对估值比大盘股便宜，使得小盘股的提振作用较小。</blockquote></p><p> The small-cap Russell 2000 index currently trades for about 29 times its estimated earnings over the next 12 months, versus its average of about 27.5 times over the past 25 years, according to data from Bloomberg. That compares with the S&amp;P 500 at more than 22 times forward earnings today and a long-term average around 17 times.</p><p><blockquote>根据彭博社的数据，小盘股罗素2000指数目前的市盈率约为未来12个月预期市盈率的29倍，而过去25年的平均市盈率约为27.5倍。相比之下，标普500目前的预期市盈率超过22倍，长期平均市盈率约为17倍。</blockquote></p><p> Inflation-protected yield means dividend-growth stocks. “Bonds offer yield with no inflation protection, commodities offer inflation exposure but no yield,” Subramanian writes. “Stocks sit in the middle: earnings, unlike bond yields, are nominal and grow with inflation.”</p><p><blockquote>通胀保值收益率意味着股息增长型股票。萨勃拉曼尼亚写道：“债券提供没有通胀保护的收益率，大宗商品提供通胀风险但没有收益率。”“股票位于中间：与债券收益率不同，收益是名义上的，并随着通货膨胀而增长。”</blockquote></p><p></p><p> In particular, Subramanian likes dividend-growth stocks in sectors like energy, financials, and materials which stand to benefit from a growing economy and faster-than-average inflation.</p><p><blockquote>萨勃拉曼尼亚特别喜欢能源、金融和材料等行业的股息增长股票，这些股票将受益于经济增长和高于平均水平的通胀。</blockquote></p><p> Those could include&nbsp;Bank of America(ticker: BAC),Citigroup(C),Newmont(NEM),EOG Resources(EOG), or&nbsp;Pioneer Natural Resources(PXD), according to a&nbsp;<i>Barron’s</i>&nbsp;screen for dividend-growth stocks in those industries.</p><p><blockquote>据报道，其中可能包括美国银行（股票代码：BAC）、花旗集团（C）、纽蒙特公司（NEM）、EOG Resources（EOG）或先锋自然资源公司（PXD）<i>巴伦周刊</i>筛选这些行业中股息增长的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/wall-street-strategists-are-cautious-about-this-fall-why-theyre-worried-51631131168?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/wall-street-strategists-are-cautious-about-this-fall-why-theyre-worried-51631131168?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152602866","content_text":"A pair of Wall Street strategists have just come out with cautious outlooks for stocks this fall. They’re joining a growing chorus.\nThe macro markets experts are as bullish as ever on the ongoing economic recovery, but much less so on equities.Federal Reserve tapering, political drama, and pricey valuations could all trip up the stock market this fall.\nAndrew Sheets, chief cross-asset strategist at Morgan Stanley,sees a “bumpy” next few months, and consequently has downgraded U.S. stocks to the equivalent of Sell. And Savita Subramanian, head of U.S. equity and quantitative strategy at BofA Securities, published a pair of S&P 500 targets that imply near-term losses and an at-best flat market through the end of next year.\n“Investor sentiment and valuations are extended—a lot of optimism is already priced in—and our Long-Term Valuation Model indicates negative returns for the S&P 500 over the next decade (-0.8% annualized returns) for the first time since the Tech Bubble,” she writes.\nSubramanian expects the S&P 500 to fall to 4250 at the end of this year, down about 6% from current levels around 4500. She sees the index rebounding to 4600 by the end of 2022, which would be a gain of barely 2% from today.\nSubramanian’s measure of investor sentiment—a contrarian indicator—is signaling euphoria, right when she’s beginning to worry about profit margins and earnings growth. She points to supply-chain disruptions and inflation in wages and input costs as coming headwinds to profitability. Add to that: Interest rates are likely to be higher rather than lower in the coming year—weighing on valuation multiples—and there’s not much for Subramanian to like on the S&P 500 index level.\nSource:FactSet\nSheets expects the Fed to announce its plans to begin reducing monthly asset purchases later this month, and for officials to also update their so-called “dot plot” of future interest-rate forecasts to show a faster-than-expected pace of hikes. Those should drive Treasury yields higher, Sheets argues, putting pressure on U.S. stocks.\nCongressional wrangling over traditional and “social” infrastructure bills—and potential higher corporate and personal taxes—will produce some negative headlines in the coming weeks. And economic and earnings growth rates have likely already peaked for the current cycle, Sheets writes.\nGoing forward, there are two ways he sees things going: More fiscal stimulus, less Covid-19, and continued rapid U.S. economic growth would encourage the Fed to tighten policy, pushing yields higher and stocks lower. Alternatively, slowing growth would be a challenge to pricey stocks, and could prompt a “growth scare” selloff.\nEither way, the implication is for negative stock-market returns, and Sheets prefers European and Japanese equities to the S&P 500. Morgan Stanley strategists have a mid-2022 S&P 500 target of 4225, down about 6% from here.\n“This is a normal dilemma,” Sheets writes. “After the initial post-recession bounce, growth usually moderates. An improving economy usually brings more cost pressure and inflation as demand rises and labour markets tighten. It usually means central banks shift to tighten policy.”\nThat’s not to say that an economic recession is on the horizon or that earnings will fall. It’s just a new phase in the cycle, and one in which the average stock doesn’t perform as well.\nSubramanian agrees: “This environment is bullish for interest rates, inflation, and companies geared to U.S. economic growth,” she writes. “We see several areas of the market as well-positioned despite our more cautious outlook on equities: buy inflation-protected yield, and U.S. small caps.”\nSmall caps tend to do well when economic growth is strong, and Subramanian sees potential benefits from greater infrastructure spending by the government and capex investment from companies in the coming year. Plus, cheaper relative valuations than large caps make small caps less of a lift.\nThe small-cap Russell 2000 index currently trades for about 29 times its estimated earnings over the next 12 months, versus its average of about 27.5 times over the past 25 years, according to data from Bloomberg. That compares with the S&P 500 at more than 22 times forward earnings today and a long-term average around 17 times.\nInflation-protected yield means dividend-growth stocks. “Bonds offer yield with no inflation protection, commodities offer inflation exposure but no yield,” Subramanian writes. “Stocks sit in the middle: earnings, unlike bond yields, are nominal and grow with inflation.”\nIn particular, Subramanian likes dividend-growth stocks in sectors like energy, financials, and materials which stand to benefit from a growing economy and faster-than-average inflation.\nThose could include Bank of America(ticker: BAC),Citigroup(C),Newmont(NEM),EOG Resources(EOG), or Pioneer Natural Resources(PXD), according to a Barron’s screen for dividend-growth stocks in those industries.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889578399,"gmtCreate":1631163599811,"gmtModify":1631889353816,"author":{"id":"4087905137947130","authorId":"4087905137947130","name":"jktrade","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087905137947130","idStr":"4087905137947130"},"themes":[],"htmlText":"How green electric cars are? Still debatable...","listText":"How green electric cars are? Still debatable...","text":"How green electric cars are? Still debatable...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889578399","repostId":"2165399556","repostType":4,"isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}