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newbornbaby
newbornbaby
·
2021-12-17
$苹果(AAPL)$
长期来看还是看好苹果~不懂还会不会有之前的低价位进场[微笑]
苹果为新办公室招兵买马打造自研无线芯片,芯片股齐跌
媒体称,苹果招募几十名工程师,要在南加州尔湾开发无线芯片,最终可能替代博通和Skyworks供应的产品。盘中Skyworks跌超7%,英伟达跌超6%,博通跌超3%。
苹果为新办公室招兵买马打造自研无线芯片,芯片股齐跌
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newbornbaby
newbornbaby
·
2021-12-10
$苹果(AAPL)$
回调后再继续拉伸[可爱] [可爱]
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newbornbaby
newbornbaby
·
2021-11-11
我也等着2.3以下的票[贱笑]
@Wayneqq:
$KEPPEL DC REIT(AJBU.SI)$I am waiting for you at 2.3 and 2.2.. pls drop faster [Sly] [LOL]
$KEPPEL DC REIT(AJBU.SI)$I am waiting for you at 2.3 and 2.2.. pls drop faster [Sly] [LOL]
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newbornbaby
newbornbaby
·
2021-10-13
🤔
非常抱歉,此主贴已删除
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newbornbaby
newbornbaby
·
2021-10-04
[呆住]
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newbornbaby
newbornbaby
·
2021-10-02
$新东方(EDU)$
低买高卖[开心]
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newbornbaby
newbornbaby
·
2021-08-01
goodluck
Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year
“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970
Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year
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newbornbaby
newbornbaby
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2021-08-01
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newbornbaby
newbornbaby
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2021-08-01
good
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href=\"https://laohu8.com/S/SWKS\">思佳讯</a>跌超10%,<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>跌超8%,在半导体类股中跌幅突出,Skyworks、Wolfspeed跌超7%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超6%,<a href=\"https://laohu8.com/S/BRCM\">博通</a>、<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>跌超3%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>短线转跌。不过,苹果自身跌幅并未收窄,还扩大到3%以上。</p>\n<p>稍早有媒体称,苹果正在为美国加州南部的新办公室招聘工程师,以便开发无线芯片,最终可能替代两大芯片厂商<a href=\"https://laohu8.com/S/AVGO\">博通</a>和Skyworks供应的产品。</p>\n<p>媒体指出,苹果的新办公室招募几十人,办公地点在加州尔湾(Irvine),靠近加州大学尔湾分校。尔湾也是恩智浦无线芯片设计办公室的所在地。苹果可能挖角恩智浦,吸引恩智浦的工程师跳槽。</p>\n<p>苹果研发芯片的消息让芯片股下挫不算意外,因为苹果的产品、尤其主打产品iPhone是芯片厂商的重要收入源。据统计,博通约五分之一的销售额都来自苹果,Skyworks将近六成的营业收入都来自苹果的订单。去年初,博通和苹果达成150亿美元的无线部件供应协议,供货期2023年截止。</p>\n<p>苹果近几年一直致力于摆脱对芯片供应商的依赖,走自主研发的道路。</p>\n<p>去年的全球开发者大会上,苹果宣布,未来两年将用自研ARM架构芯片替代Mac系列PC所采用的英特尔芯片,并在11月发布首款搭载自研芯片的Mac电脑。今年10月,苹果发布的新款MacBook Pro由全新M1 Pro 和M1 Max芯片驱动,号称首批专为Mac 设计的专业级芯片。</p>\n<p>今年11月,媒体称,苹果计划采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>的4nm工艺生产其自研iPhone 5G基带芯片,预计在2023年实现量产。这一消息给几乎垄断苹果基带芯片业务的<a href=\"https://laohu8.com/S/QCOM\">高通</a>带来了威胁。</p>\n<p>今年5月,知名苹果分析师、“预言帝”郭明錤就表示,苹果可能会在2023年推出自研的第一款基带芯片</p>\n<p>2019年,苹果斥资10亿美元收购英特尔的智能手机调制解调器——即基带芯片业务,为取代高通的基带芯片奠定基础。当时苹果的高级副总Johny Srouji就评价,该收购将“有助于加快我们对未来产品的开发,并让苹果在未来进一步实现差异化。”</p>\n<p>去年年终的内部会议上,Srouji又表示,苹果去年已经开始开发其首款5G基带芯片,并一直致力于提高对硬件设备的控制权,节省支出,减少对高通的依赖。</p>","source":"awtmt_stock","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>苹果为新办公室招兵买马打造自研无线芯片,芯片股齐跌</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n苹果为新办公室招兵买马打造自研无线芯片,芯片股齐跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 08:33 北京时间 <a href=https://api.jianyuweb.com/apiv1/content/articles/3647516?extract=1><strong>李丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>传出苹果为新办公室招兵买马打造自研无线芯片的消息后,芯片股普跌。\n美东时间12月16日周四美股午盘,费城半导体指数和半导体行业ETF SOXX盘中跌近4%,思佳讯跌超10%,赛灵思跌超8%,在半导体类股中跌幅突出,Skyworks、Wolfspeed跌超7%,英伟达跌超6%,博通、恩智浦跌超3%,英特尔短线转跌。不过,苹果自身跌幅并未收窄,还扩大到3%以上。\n稍早有媒体称,苹果正在为美国加州南部的...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3647516?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46910c3219fb9091d2305b94845e6c4a","relate_stocks":{"159813":"芯片","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4505":"高瓴资本持仓","BK4559":"巴菲特持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4515":"5G概念","BK4527":"明星科技股","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3647516?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192941339","content_text":"传出苹果为新办公室招兵买马打造自研无线芯片的消息后,芯片股普跌。\n美东时间12月16日周四美股午盘,费城半导体指数和半导体行业ETF SOXX盘中跌近4%,思佳讯跌超10%,赛灵思跌超8%,在半导体类股中跌幅突出,Skyworks、Wolfspeed跌超7%,英伟达跌超6%,博通、恩智浦跌超3%,英特尔短线转跌。不过,苹果自身跌幅并未收窄,还扩大到3%以上。\n稍早有媒体称,苹果正在为美国加州南部的新办公室招聘工程师,以便开发无线芯片,最终可能替代两大芯片厂商博通和Skyworks供应的产品。\n媒体指出,苹果的新办公室招募几十人,办公地点在加州尔湾(Irvine),靠近加州大学尔湾分校。尔湾也是恩智浦无线芯片设计办公室的所在地。苹果可能挖角恩智浦,吸引恩智浦的工程师跳槽。\n苹果研发芯片的消息让芯片股下挫不算意外,因为苹果的产品、尤其主打产品iPhone是芯片厂商的重要收入源。据统计,博通约五分之一的销售额都来自苹果,Skyworks将近六成的营业收入都来自苹果的订单。去年初,博通和苹果达成150亿美元的无线部件供应协议,供货期2023年截止。\n苹果近几年一直致力于摆脱对芯片供应商的依赖,走自主研发的道路。\n去年的全球开发者大会上,苹果宣布,未来两年将用自研ARM架构芯片替代Mac系列PC所采用的英特尔芯片,并在11月发布首款搭载自研芯片的Mac电脑。今年10月,苹果发布的新款MacBook Pro由全新M1 Pro 和M1 Max芯片驱动,号称首批专为Mac 设计的专业级芯片。\n今年11月,媒体称,苹果计划采用台积电的4nm工艺生产其自研iPhone 5G基带芯片,预计在2023年实现量产。这一消息给几乎垄断苹果基带芯片业务的高通带来了威胁。\n今年5月,知名苹果分析师、“预言帝”郭明錤就表示,苹果可能会在2023年推出自研的第一款基带芯片\n2019年,苹果斥资10亿美元收购英特尔的智能手机调制解调器——即基带芯片业务,为取代高通的基带芯片奠定基础。当时苹果的高级副总Johny 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[可爱]","images":[{"img":"https://static.tigerbbs.com/dd43d2b0807b9d71a49ffc6db5524b72","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605906925","isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870839974,"gmtCreate":1636598253037,"gmtModify":1636598253134,"author":{"id":"4090237417857820","authorId":"4090237417857820","name":"newbornbaby","avatar":"https://static.tigerbbs.com/b5f4b7c10d8721d0d8c56c95a56f3922","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090237417857820","authorIdStr":"4090237417857820"},"themes":[],"htmlText":"我也等着2.3以下的票[贱笑] ","listText":"我也等着2.3以下的票[贱笑] 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11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p>\n<p>But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p>\n<p>August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p>\n<p>This July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p>\n<p>August’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p>\n<p>Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p>\n<p>Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p>\n<p>The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p>\n<p>Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p>\n<p>To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p>\n<p>But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p>\n<p>How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p>\n<p>Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p>\n<p>Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p>\n<p></p>","source":"lsy1610680873436","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>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 11:07 GMT+8 <a href=https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. 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