个人中心 - 老虎社区

70320501

IP属地：未知

帖子 · 7帖子 · 7
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 7032050170320501
  ·2021-09-07
  Ok
  SEC Cracks Down On "Dubious" ESG Labels Tied To $35 Trillion In Assets<blockquote>SEC打击与35万亿美元资产相关的“可疑”ESG标签</blockquote>
  If it wasn't already abundantly clear that ESG investing has become one of the hottest investing cra
  SEC Cracks Down On "Dubious" ESG Labels Tied To $35 Trillion In Assets<blockquote>SEC打击与35万亿美元资产相关的“可疑”ESG标签</blockquote>
  1,540 1
  3
  分享
  举报
- 7032050170320501
  ·2021-09-07
  Ok
  Wall Street set to trade near records as traders return from three-day break<blockquote>随着交易员从三天的休息中回归，华尔街交易将接近创纪录水平</blockquote>
  U.S. stock futures pointed to indexes holding near record highs, as traders returned from a three-da
  Wall Street set to trade near records as traders return from three-day break<blockquote>随着交易员从三天的休息中回归，华尔街交易将接近创纪录水平</blockquote>
  2,944 1
  3
  分享
  举报
- 7032050170320501
  ·2021-08-03
  Why the share is down.
  The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>
  Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee
  The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>
  1,273 评论
  点赞
  分享
  举报
- 7032050170320501
  ·2021-08-03
  Great news
  非常抱歉，此主贴已删除
  2,211 评论
  3
  分享
  举报
- 7032050170320501
  ·2021-08-03
  Ok
  非常抱歉，此主贴已删除
  1,256 评论
  4
  分享
  举报
- 7032050170320501
  ·2021-08-02
  Ok great
  非常抱歉，此主贴已删除
  1,211 评论
  点赞
  分享
  举报
- 7032050170320501
  ·2021-08-02
  Ok great
  非常抱歉，此主贴已删除
  1,480 评论
  1
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4090816753056900","uuid":"4090816753056900","gmtCreate":1627713851942,"gmtModify":1627713851942,"name":"70320501","pinyin":"iamnoob123","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":2,"tweetSize":7,"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":"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":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"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":880953698,"gmtCreate":1631012953114,"gmtModify":1632904612411,"author":{"id":"4090816753056900","authorId":"4090816753056900","name":"70320501","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090816753056900","idStr":"4090816753056900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880953698","repostId":"1106783631","repostType":4,"repost":{"id":"1106783631","kind":"news","pubTimestamp":1631008393,"share":"https://www.laohu8.com/m/news/1106783631?lang=zh_CN&edition=full","pubTime":"2021-09-07 17:53","market":"us","language":"en","title":"SEC Cracks Down On \"Dubious\" ESG Labels Tied To $35 Trillion In Assets<blockquote>SEC打击与35万亿美元资产相关的“可疑”ESG标签</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106783631","media":"zerohedge","summary":"If it wasn't already abundantly clear that ESG investing has become one of the hottest investing cra","content":"<p>If it wasn't already abundantly clear that ESG investing has become one of the hottest investing crazes of the new decade, Cathie Wood's announcement earlier this week that she had applied to the SEC for permission to launch an ESG-focused ETF - the fund will exclude alcohol, banking, chemicals, confectionary, tobacco, oil and gambling stocks, among others - should stand as a rather obvious confirmation.</p><p><blockquote>如果说ESG投资已成为新十年最热门的投资热潮之一还不是很清楚的话，那么凯西·伍德(Cathie Wood)本周早些时候宣布，她已向SEC申请推出一只专注于ESG的ETF的许可——该基金将不包括酒精、银行、化学品、糖果、烟草、石油和赌博股票等——应该是一个相当明显的确认。</blockquote></p><p> But as the pace of growth in terms of assets dedicated to \"ESG\" funds started to accelerate, we started to notice that the assets being stuffed into these ESG funds didn't really look all that different from a typical equity fund. Just take a look at a list of the most popular holdings from last year.</p><p><blockquote>但随着专门用于“ESG”基金的资产增长速度开始加快，我们开始注意到，被塞进这些ESG基金的资产看起来与典型的股票基金并没有太大不同。看看去年最受欢迎的持股列表就知道了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/69385b0b114f494e953d69b4558993e6\" tg-width=\"1136\" tg-height=\"831\" referrerpolicy=\"no-referrer\">Now, take a look at the top holdings for ESGG, one of the top ESG-focused ETFs</p><p><blockquote>现在，看看ESGG的顶级持股，这是专注于ESG的顶级ETF之一</blockquote></p><p> Top Carbon-Credit-Seller Launches Internal Probe After Selling \"Worthless\" Offsets To JPMorgan, Disney</p><p><blockquote>顶级碳信用额卖家在向摩根大通和迪士尼出售“毫无价值”的抵消额后发起内部调查</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2fe51e23a52b3c25f2b02cc5e36ba76c\" tg-width=\"1280\" tg-height=\"1157\" referrerpolicy=\"no-referrer\">Stocked with blue-chips, these funds don't exactly scream environmentally friendly and socially responsible. One industry insider confirmed as much when he shared a new term:\"green washing\".<b>Since then, we have run at least a half dozen reports about abuses in the ESG space:</b></p><p><blockquote>这些基金持有蓝筹股，但并不完全宣称环保和对社会负责。一位业内人士在分享一个新名词时证实了这一点：“洗绿”。<b>从那时起，我们已经发布了至少六份有关ESG领域滥用行为的报告：</b></blockquote></p><p> <ul>  <li>The Fraud That Is ESG Strikes Again: Six Of Top 10 ESG Funds Underperform The S&amp;P500</li>  <li>Behold The \"Green\" Scam: Here Are The Most Popular ESG Fund Holdings</li>  <li>Nation's Largest ESG Fund Has No Direct Renewable Holdings</li>  <li>Top Carbon-Credit-Seller Launches Internal Probe After Selling \"Worthless\" Offsets To JPMorgan, Disney</li>  <li>The ESG Threat</li>  <li>ESG Investing – The Great Wall Street Money Heist</li>  <li>The Gigantic Holes In Anti-Oil ESG Activism</li>  <li>More ESG Fraud: BofA Finds That Tech Is One Of The Dirtiest Industries</li> </ul> And that's not all. Just days after SEC chief Gary Gensler said the SEC wanted to push asset management firms and banks to come up with more disclosures surrounding ESG funds and investments, Bloomberg is reporting that the SEC has launched yet another investigation to try and ascertain just how much of the $35 trillion ESG industry is stocked with \"dubious\" funds selling assets with little or nothing to qualify them as \"green\".</p><p><blockquote><ul><li>ESG欺诈再次袭来：前10名ESG基金中有6只表现不佳</li><li>看“绿色”骗局：以下是最受欢迎的ESG基金持股</li><li>美国最大的ESG基金没有直接持有可再生能源</li><li>顶级碳信用额卖家在向摩根大通和迪士尼出售“毫无价值”的抵消额后发起内部调查</li><li>ESG威胁</li><li>ESG投资——华尔街的金钱大劫案</li><li>反石油ESG激进主义的巨大漏洞</li><li>更多ESG欺诈：美国银行发现科技是最肮脏的行业之一</li></ul>这还不是全部。就在美国证券交易委员会主席加里·詹斯勒(Gary Gensler)表示，美国证券交易委员会希望推动资产管理公司和银行就ESG基金和投资进行更多披露几天后，彭博社报道称，美国证券交易委员会已启动另一项调查，试图确定价值35万亿美元的ESG行业充斥着“可疑”基金，这些基金出售的资产很少或根本没有资格将其归类为“绿色”。</blockquote></p><p> For several months now, the SEC has been demanding that money managers explain the standards they use for classifying funds as ESG-focused. The review is the SEC's marks the second time the agency has looked into possible ESG mislabeling since last year, a sign that the issue is \"a priority for the agency and a reason for the industry to worry about a rash of enforcement actions,\" according to Bloomberg. Back in April, the SEC released a report claiming that some investment advisors weren't doing nearly enough to ensure that their ESG \"marketing\" rang true. Some violations were so egregious the SEC said they could be in violation of the law. The industry responded by explaining that these types of standards are difficult to assess because every firm has its own definition of what constitutes ESG.</p><p><blockquote>几个月来，SEC一直要求基金经理解释他们将基金归类为以ESG为重点的基金的标准。此次审查是SEC自去年以来第二次调查可能的ESG标签错误，这表明该问题是“该机构的优先事项，也是该行业担心一系列执法行动的原因”。彭博社。早在4月份，SEC就发布了一份报告，声称一些投资顾问在确保他们的ESG“营销”听起来真实方面做得还不够。一些违规行为非常严重，SEC表示它们可能违反了法律。该行业的回应是解释说，这些类型的标准很难评估，因为每个公司对ESG的构成都有自己的定义。</blockquote></p><p> Just the other day, the press revealed an investigation launched by German and US authorities (including the SEC) into whether Deutsche's asset-management arm DWS Group exaggerated the environmental credentials of some investment products. The investigation was launched after a former senior executive blew the whistle. While DWS rejected the claims, its shares tumbled on the news.</p><p><blockquote>就在几天前，媒体披露了德国和美国当局（包括美国证券交易委员会）对德意志银行资产管理部门DWS集团是否夸大了某些投资产品的环保资质展开的调查。调查是在一名前高管揭发后启动的。尽管DWS否认了这些指控，但其股价因消息而暴跌。</blockquote></p><p> Per BBG, the SEC is \"following the money\".</p><p><blockquote>根据BBG的说法，SEC正在“追随金钱”。</blockquote></p><p>   \"It is a real area of scrutiny, particularly as it relates to disclosures,” said Morgan Miller, a partner at law firm Paul Hastings in Washington and a former SEC enforcement attorney.  The SEC is following the money: Few businesses are booming in high finance like sustainable investing, as governments, pension plans and corporations all seek to lower their carbon footprints and be better public citizens. Amid the rush for dollars, more and more ESG insiders have started sounding alarms that a lot of the marketing is hype, a term known in the industry as greenwashing.</p><p><blockquote>华盛顿Paul Hastings律师事务所合伙人、前SEC执法律师摩根·米勒(Morgan Miller)表示：“这是一个真正需要审查的领域，尤其是涉及到信息披露的问题。SEC正在关注资金：很少有企业像可持续投资这样在高金融领域蓬勃发展，因为政府、养老金计划和企业都在寻求降低碳足迹并成为更好的公众公民。”在对美元的抢购中，越来越多的ESG内部人士开始敲响警钟，称很多营销都是炒作，这个术语在业内被称为“洗绿”。</blockquote></p><p> With Hurricane Ida getting people worked up about \"climate change\" once again, we wouldn't be surprised to see billions more flow into ESG funds over the coming weeks.</p><p><blockquote>随着飓风艾达再次让人们对“气候变化”感到兴奋，未来几周将有数十亿美元流入ESG基金，我们不会感到惊讶。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d437677edd477e1f2e43c42b3463d5b7\" tg-width=\"1162\" tg-height=\"774\" referrerpolicy=\"no-referrer\"><i>Source:Bloomberg</i></p><p><blockquote><i>资料来源：彭博社</i></blockquote></p><p> BBG's sources also claimed that the SEC sent a flurry of letters to investment advisors who were asked to describe \"in painstaking detail\" the process used to ensure assets are worthy of the ESG designation.</p><p><blockquote>BBG的消息人士还声称，SEC向投资顾问发送了一系列信件，要求他们“煞费苦心地详细”描述用于确保资产值得ESG称号的流程。</blockquote></p><p></p><p>   Letters that the SEC sent out earlier this year point to some of the agency’s top concerns, said the people who asked not to be named because the correspondence isn’t public.    Investment advisers were asked to describe in painstaking detail the screening processes they use to ensure assets are worthy of ESG designations, one of the people said. The SEC also wants to know how firms are grappling with different jurisdictions’ requirements. For instance, Europe has specific standards that money managers must adhere to in making sure assets are green or sustainable. But in the U.S., it’s much murkier.    Another SEC query sought information about ESG compliance programs, policies and procedures, a different person said. The SEC additionally asked about statements made by managers in their marketing materials or regulatory filings.  Since March, European money managers have had to disclose the actual ESG features of products being touted. In the U.S., no such mandate exists -- prompting confusion among financial firms and investors alike.</p><p><blockquote>因信件未公开而要求匿名的人士表示，美国证券交易委员会今年早些时候发出的信件指出了该机构最关心的一些问题。其中一位知情人士表示，投资顾问被要求煞费苦心地详细描述他们用来确保资产值得ESG称号的筛选流程。美国证券交易委员会还想知道公司如何应对不同司法管辖区的要求。例如，欧洲有特定的标准，基金经理必须遵守这些标准，以确保资产是绿色或可持续的。但在美国，情况要模糊得多。另一位人士表示，SEC的另一项询问寻求有关ESG合规计划、政策和程序的信息。美国证券交易委员会还询问了经理在营销材料或监管文件中的陈述。自3月份以来，欧洲基金经理不得不披露所宣传产品的实际ESG特征。在美国，不存在这样的授权——这在金融公司和投资者中引起了困惑。</blockquote></p><p> But that could soon change, as one source told Bloomberg that the SEC's latest probe was bound to turn up some disappointing discoveries.</p><p><blockquote>但这种情况可能很快就会改变，一位消息人士告诉彭博社，美国证券交易委员会的最新调查肯定会发现一些令人失望的发现。</blockquote></p><p>   \"Given the squishiness of what it means to be an ESG investor, I’m suspecting they’re going to find some interesting things,\" Phillip Gillespie, a senior counsel at WilmerHale in Boston, said of the SEC.  With regulators in both the US and Europe closing in, the ESG bubble is likely bound to end in a similar manner to the asset bubbles that came before, like the tech bubble, the biotech bubble, etc.: with a brutal crash as investors realize that ESG's promise to save the world while generating alpha is hollow marketing babble, not a viable vision for their investments.</p><p><blockquote>波士顿WilmerHale的高级法律顾问菲利普·吉莱斯皮(Phillip Gillespie)在谈到SEC时表示：“鉴于成为ESG投资者意味着什么，我怀疑他们会发现一些有趣的事情。”随着美国和欧洲监管机构的临近，ESG泡沫很可能会以类似于之前的资产泡沫（如科技泡沫、生物技术泡沫等）的方式结束。：随着投资者意识到ESG在创造阿尔法的同时拯救世界的承诺是空洞的营销胡言乱语，而不是他们投资的可行愿景，这将导致残酷的崩盘。</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>SEC Cracks Down On \"Dubious\" ESG Labels Tied To $35 Trillion In Assets<blockquote>SEC打击与35万亿美元资产相关的“可疑”ESG标签</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\">\nSEC Cracks Down On \"Dubious\" ESG Labels Tied To $35 Trillion In Assets<blockquote>SEC打击与35万亿美元资产相关的“可疑”ESG标签</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-07 17:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If it wasn't already abundantly clear that ESG investing has become one of the hottest investing crazes of the new decade, Cathie Wood's announcement earlier this week that she had applied to the SEC for permission to launch an ESG-focused ETF - the fund will exclude alcohol, banking, chemicals, confectionary, tobacco, oil and gambling stocks, among others - should stand as a rather obvious confirmation.</p><p><blockquote>如果说ESG投资已成为新十年最热门的投资热潮之一还不是很清楚的话，那么凯西·伍德(Cathie Wood)本周早些时候宣布，她已向SEC申请推出一只专注于ESG的ETF的许可——该基金将不包括酒精、银行、化学品、糖果、烟草、石油和赌博股票等——应该是一个相当明显的确认。</blockquote></p><p> But as the pace of growth in terms of assets dedicated to \"ESG\" funds started to accelerate, we started to notice that the assets being stuffed into these ESG funds didn't really look all that different from a typical equity fund. Just take a look at a list of the most popular holdings from last year.</p><p><blockquote>但随着专门用于“ESG”基金的资产增长速度开始加快，我们开始注意到，被塞进这些ESG基金的资产看起来与典型的股票基金并没有太大不同。看看去年最受欢迎的持股列表就知道了。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/69385b0b114f494e953d69b4558993e6\" tg-width=\"1136\" tg-height=\"831\" referrerpolicy=\"no-referrer\">Now, take a look at the top holdings for ESGG, one of the top ESG-focused ETFs</p><p><blockquote>现在，看看ESGG的顶级持股，这是专注于ESG的顶级ETF之一</blockquote></p><p> Top Carbon-Credit-Seller Launches Internal Probe After Selling \"Worthless\" Offsets To JPMorgan, Disney</p><p><blockquote>顶级碳信用额卖家在向摩根大通和迪士尼出售“毫无价值”的抵消额后发起内部调查</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2fe51e23a52b3c25f2b02cc5e36ba76c\" tg-width=\"1280\" tg-height=\"1157\" referrerpolicy=\"no-referrer\">Stocked with blue-chips, these funds don't exactly scream environmentally friendly and socially responsible. One industry insider confirmed as much when he shared a new term:\"green washing\".<b>Since then, we have run at least a half dozen reports about abuses in the ESG space:</b></p><p><blockquote>这些基金持有蓝筹股，但并不完全宣称环保和对社会负责。一位业内人士在分享一个新名词时证实了这一点：“洗绿”。<b>从那时起，我们已经发布了至少六份有关ESG领域滥用行为的报告：</b></blockquote></p><p> <ul>  <li>The Fraud That Is ESG Strikes Again: Six Of Top 10 ESG Funds Underperform The S&amp;P500</li>  <li>Behold The \"Green\" Scam: Here Are The Most Popular ESG Fund Holdings</li>  <li>Nation's Largest ESG Fund Has No Direct Renewable Holdings</li>  <li>Top Carbon-Credit-Seller Launches Internal Probe After Selling \"Worthless\" Offsets To JPMorgan, Disney</li>  <li>The ESG Threat</li>  <li>ESG Investing – The Great Wall Street Money Heist</li>  <li>The Gigantic Holes In Anti-Oil ESG Activism</li>  <li>More ESG Fraud: BofA Finds That Tech Is One Of The Dirtiest Industries</li> </ul> And that's not all. Just days after SEC chief Gary Gensler said the SEC wanted to push asset management firms and banks to come up with more disclosures surrounding ESG funds and investments, Bloomberg is reporting that the SEC has launched yet another investigation to try and ascertain just how much of the $35 trillion ESG industry is stocked with \"dubious\" funds selling assets with little or nothing to qualify them as \"green\".</p><p><blockquote><ul><li>ESG欺诈再次袭来：前10名ESG基金中有6只表现不佳</li><li>看“绿色”骗局：以下是最受欢迎的ESG基金持股</li><li>美国最大的ESG基金没有直接持有可再生能源</li><li>顶级碳信用额卖家在向摩根大通和迪士尼出售“毫无价值”的抵消额后发起内部调查</li><li>ESG威胁</li><li>ESG投资——华尔街的金钱大劫案</li><li>反石油ESG激进主义的巨大漏洞</li><li>更多ESG欺诈：美国银行发现科技是最肮脏的行业之一</li></ul>这还不是全部。就在美国证券交易委员会主席加里·詹斯勒(Gary Gensler)表示，美国证券交易委员会希望推动资产管理公司和银行就ESG基金和投资进行更多披露几天后，彭博社报道称，美国证券交易委员会已启动另一项调查，试图确定价值35万亿美元的ESG行业充斥着“可疑”基金，这些基金出售的资产很少或根本没有资格将其归类为“绿色”。</blockquote></p><p> For several months now, the SEC has been demanding that money managers explain the standards they use for classifying funds as ESG-focused. The review is the SEC's marks the second time the agency has looked into possible ESG mislabeling since last year, a sign that the issue is \"a priority for the agency and a reason for the industry to worry about a rash of enforcement actions,\" according to Bloomberg. Back in April, the SEC released a report claiming that some investment advisors weren't doing nearly enough to ensure that their ESG \"marketing\" rang true. Some violations were so egregious the SEC said they could be in violation of the law. The industry responded by explaining that these types of standards are difficult to assess because every firm has its own definition of what constitutes ESG.</p><p><blockquote>几个月来，SEC一直要求基金经理解释他们将基金归类为以ESG为重点的基金的标准。此次审查是SEC自去年以来第二次调查可能的ESG标签错误，这表明该问题是“该机构的优先事项，也是该行业担心一系列执法行动的原因”。彭博社。早在4月份，SEC就发布了一份报告，声称一些投资顾问在确保他们的ESG“营销”听起来真实方面做得还不够。一些违规行为非常严重，SEC表示它们可能违反了法律。该行业的回应是解释说，这些类型的标准很难评估，因为每个公司对ESG的构成都有自己的定义。</blockquote></p><p> Just the other day, the press revealed an investigation launched by German and US authorities (including the SEC) into whether Deutsche's asset-management arm DWS Group exaggerated the environmental credentials of some investment products. The investigation was launched after a former senior executive blew the whistle. While DWS rejected the claims, its shares tumbled on the news.</p><p><blockquote>就在几天前，媒体披露了德国和美国当局（包括美国证券交易委员会）对德意志银行资产管理部门DWS集团是否夸大了某些投资产品的环保资质展开的调查。调查是在一名前高管揭发后启动的。尽管DWS否认了这些指控，但其股价因消息而暴跌。</blockquote></p><p> Per BBG, the SEC is \"following the money\".</p><p><blockquote>根据BBG的说法，SEC正在“追随金钱”。</blockquote></p><p>   \"It is a real area of scrutiny, particularly as it relates to disclosures,” said Morgan Miller, a partner at law firm Paul Hastings in Washington and a former SEC enforcement attorney.  The SEC is following the money: Few businesses are booming in high finance like sustainable investing, as governments, pension plans and corporations all seek to lower their carbon footprints and be better public citizens. Amid the rush for dollars, more and more ESG insiders have started sounding alarms that a lot of the marketing is hype, a term known in the industry as greenwashing.</p><p><blockquote>华盛顿Paul Hastings律师事务所合伙人、前SEC执法律师摩根·米勒(Morgan Miller)表示：“这是一个真正需要审查的领域，尤其是涉及到信息披露的问题。SEC正在关注资金：很少有企业像可持续投资这样在高金融领域蓬勃发展，因为政府、养老金计划和企业都在寻求降低碳足迹并成为更好的公众公民。”在对美元的抢购中，越来越多的ESG内部人士开始敲响警钟，称很多营销都是炒作，这个术语在业内被称为“洗绿”。</blockquote></p><p> With Hurricane Ida getting people worked up about \"climate change\" once again, we wouldn't be surprised to see billions more flow into ESG funds over the coming weeks.</p><p><blockquote>随着飓风艾达再次让人们对“气候变化”感到兴奋，未来几周将有数十亿美元流入ESG基金，我们不会感到惊讶。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d437677edd477e1f2e43c42b3463d5b7\" tg-width=\"1162\" tg-height=\"774\" referrerpolicy=\"no-referrer\"><i>Source:Bloomberg</i></p><p><blockquote><i>资料来源：彭博社</i></blockquote></p><p> BBG's sources also claimed that the SEC sent a flurry of letters to investment advisors who were asked to describe \"in painstaking detail\" the process used to ensure assets are worthy of the ESG designation.</p><p><blockquote>BBG的消息人士还声称，SEC向投资顾问发送了一系列信件，要求他们“煞费苦心地详细”描述用于确保资产值得ESG称号的流程。</blockquote></p><p></p><p>   Letters that the SEC sent out earlier this year point to some of the agency’s top concerns, said the people who asked not to be named because the correspondence isn’t public.    Investment advisers were asked to describe in painstaking detail the screening processes they use to ensure assets are worthy of ESG designations, one of the people said. The SEC also wants to know how firms are grappling with different jurisdictions’ requirements. For instance, Europe has specific standards that money managers must adhere to in making sure assets are green or sustainable. But in the U.S., it’s much murkier.    Another SEC query sought information about ESG compliance programs, policies and procedures, a different person said. The SEC additionally asked about statements made by managers in their marketing materials or regulatory filings.  Since March, European money managers have had to disclose the actual ESG features of products being touted. In the U.S., no such mandate exists -- prompting confusion among financial firms and investors alike.</p><p><blockquote>因信件未公开而要求匿名的人士表示，美国证券交易委员会今年早些时候发出的信件指出了该机构最关心的一些问题。其中一位知情人士表示，投资顾问被要求煞费苦心地详细描述他们用来确保资产值得ESG称号的筛选流程。美国证券交易委员会还想知道公司如何应对不同司法管辖区的要求。例如，欧洲有特定的标准，基金经理必须遵守这些标准，以确保资产是绿色或可持续的。但在美国，情况要模糊得多。另一位人士表示，SEC的另一项询问寻求有关ESG合规计划、政策和程序的信息。美国证券交易委员会还询问了经理在营销材料或监管文件中的陈述。自3月份以来，欧洲基金经理不得不披露所宣传产品的实际ESG特征。在美国，不存在这样的授权——这在金融公司和投资者中引起了困惑。</blockquote></p><p> But that could soon change, as one source told Bloomberg that the SEC's latest probe was bound to turn up some disappointing discoveries.</p><p><blockquote>但这种情况可能很快就会改变，一位消息人士告诉彭博社，美国证券交易委员会的最新调查肯定会发现一些令人失望的发现。</blockquote></p><p>   \"Given the squishiness of what it means to be an ESG investor, I’m suspecting they’re going to find some interesting things,\" Phillip Gillespie, a senior counsel at WilmerHale in Boston, said of the SEC.  With regulators in both the US and Europe closing in, the ESG bubble is likely bound to end in a similar manner to the asset bubbles that came before, like the tech bubble, the biotech bubble, etc.: with a brutal crash as investors realize that ESG's promise to save the world while generating alpha is hollow marketing babble, not a viable vision for their investments.</p><p><blockquote>波士顿WilmerHale的高级法律顾问菲利普·吉莱斯皮(Phillip Gillespie)在谈到SEC时表示：“鉴于成为ESG投资者意味着什么，我怀疑他们会发现一些有趣的事情。”随着美国和欧洲监管机构的临近，ESG泡沫很可能会以类似于之前的资产泡沫（如科技泡沫、生物技术泡沫等）的方式结束。：随着投资者意识到ESG在创造阿尔法的同时拯救世界的承诺是空洞的营销胡言乱语，而不是他们投资的可行愿景，这将导致残酷的崩盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/sec-cracks-down-dubious-esg-labels-tied-35-trillion-assets\">zerohedge</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":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/sec-cracks-down-dubious-esg-labels-tied-35-trillion-assets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106783631","content_text":"If it wasn't already abundantly clear that ESG investing has become one of the hottest investing crazes of the new decade, Cathie Wood's announcement earlier this week that she had applied to the SEC for permission to launch an ESG-focused ETF - the fund will exclude alcohol, banking, chemicals, confectionary, tobacco, oil and gambling stocks, among others - should stand as a rather obvious confirmation.\nBut as the pace of growth in terms of assets dedicated to \"ESG\" funds started to accelerate, we started to notice that the assets being stuffed into these ESG funds didn't really look all that different from a typical equity fund. Just take a look at a list of the most popular holdings from last year.\nNow, take a look at the top holdings for ESGG, one of the top ESG-focused ETFs\nTop Carbon-Credit-Seller Launches Internal Probe After Selling \"Worthless\" Offsets To JPMorgan, Disney\nStocked with blue-chips, these funds don't exactly scream environmentally friendly and socially responsible. One industry insider confirmed as much when he shared a new term:\"green washing\".Since then, we have run at least a half dozen reports about abuses in the ESG space:\n\nThe Fraud That Is ESG Strikes Again: Six Of Top 10 ESG Funds Underperform The S&P500\nBehold The \"Green\" Scam: Here Are The Most Popular ESG Fund Holdings\nNation's Largest ESG Fund Has No Direct Renewable Holdings\nTop Carbon-Credit-Seller Launches Internal Probe After Selling \"Worthless\" Offsets To JPMorgan, Disney\nThe ESG Threat\nESG Investing – The Great Wall Street Money Heist\nThe Gigantic Holes In Anti-Oil ESG Activism\nMore ESG Fraud: BofA Finds That Tech Is One Of The Dirtiest Industries\n\nAnd that's not all. Just days after SEC chief Gary Gensler said the SEC wanted to push asset management firms and banks to come up with more disclosures surrounding ESG funds and investments, Bloomberg is reporting that the SEC has launched yet another investigation to try and ascertain just how much of the $35 trillion ESG industry is stocked with \"dubious\" funds selling assets with little or nothing to qualify them as \"green\".\nFor several months now, the SEC has been demanding that money managers explain the standards they use for classifying funds as ESG-focused. The review is the SEC's marks the second time the agency has looked into possible ESG mislabeling since last year, a sign that the issue is \"a priority for the agency and a reason for the industry to worry about a rash of enforcement actions,\" according to Bloomberg. Back in April, the SEC released a report claiming that some investment advisors weren't doing nearly enough to ensure that their ESG \"marketing\" rang true. Some violations were so egregious the SEC said they could be in violation of the law. The industry responded by explaining that these types of standards are difficult to assess because every firm has its own definition of what constitutes ESG.\nJust the other day, the press revealed an investigation launched by German and US authorities (including the SEC) into whether Deutsche's asset-management arm DWS Group exaggerated the environmental credentials of some investment products. The investigation was launched after a former senior executive blew the whistle. While DWS rejected the claims, its shares tumbled on the news.\nPer BBG, the SEC is \"following the money\".\n\n \"It is a real area of scrutiny, particularly as it relates to disclosures,” said Morgan Miller, a partner at law firm Paul Hastings in Washington and a former SEC enforcement attorney.\n\nThe SEC is following the money: Few businesses are booming in high finance like sustainable investing, as governments, pension plans and corporations all seek to lower their carbon footprints and be better public citizens. Amid the rush for dollars, more and more ESG insiders have started sounding alarms that a lot of the marketing is hype, a term known in the industry as greenwashing.\nWith Hurricane Ida getting people worked up about \"climate change\" once again, we wouldn't be surprised to see billions more flow into ESG funds over the coming weeks.\nSource:Bloomberg\nBBG's sources also claimed that the SEC sent a flurry of letters to investment advisors who were asked to describe \"in painstaking detail\" the process used to ensure assets are worthy of the ESG designation.\n\n Letters that the SEC sent out earlier this year point to some of the agency’s top concerns, said the people who asked not to be named because the correspondence isn’t public.\n\n\n Investment advisers were asked to describe in painstaking detail the screening processes they use to ensure assets are worthy of ESG designations, one of the people said. The SEC also wants to know how firms are grappling with different jurisdictions’ requirements. For instance, Europe has specific standards that money managers must adhere to in making sure assets are green or sustainable. But in the U.S., it’s much murkier.\n\n\n Another SEC query sought information about ESG compliance programs, policies and procedures, a different person said. The SEC additionally asked about statements made by managers in their marketing materials or regulatory filings.\n\nSince March, European money managers have had to disclose the actual ESG features of products being touted. In the U.S., no such mandate exists -- prompting confusion among financial firms and investors alike.\nBut that could soon change, as one source told Bloomberg that the SEC's latest probe was bound to turn up some disappointing discoveries.\n\n \"Given the squishiness of what it means to be an ESG investor, I’m suspecting they’re going to find some interesting things,\" Phillip Gillespie, a senior counsel at WilmerHale in Boston, said of the SEC.\n\nWith regulators in both the US and Europe closing in, the ESG bubble is likely bound to end in a similar manner to the asset bubbles that came before, like the tech bubble, the biotech bubble, etc.: with a brutal crash as investors realize that ESG's promise to save the world while generating alpha is hollow marketing babble, not a viable vision for their investments.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880959759,"gmtCreate":1631012925371,"gmtModify":1632904612938,"author":{"id":"4090816753056900","authorId":"4090816753056900","name":"70320501","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090816753056900","idStr":"4090816753056900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880959759","repostId":"1116947377","repostType":4,"repost":{"id":"1116947377","kind":"news","pubTimestamp":1631008069,"share":"https://www.laohu8.com/m/news/1116947377?lang=zh_CN&edition=full","pubTime":"2021-09-07 17:47","market":"us","language":"en","title":"Wall Street set to trade near records as traders return from three-day break<blockquote>随着交易员从三天的休息中回归，华尔街交易将接近创纪录水平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116947377","media":"MarketWatch","summary":"U.S. stock futures pointed to indexes holding near record highs, as traders returned from a three-da","content":"<p>U.S. stock futures pointed to indexes holding near record highs, as traders returned from a three-day break on Tuesday.</p><p><blockquote>随着交易员从周二的三天休息中回归，美国股指期货显示指数接近历史高点。</blockquote></p><p> <b>What’s happening</b></p><p><blockquote><b>怎么回事</b></blockquote></p><p> <ul>  <li>Futures on the Dow Jones Industrial AverageYM00fell 6 points;</li>  <li>Futures on the S&amp;P 500ES00eased 0.1%;</li>  <li>Futures on the Nasdaq 100NQ00eased 0.1%.</li> </ul> The tech-heavy Nasdaq CompositeCOMPended at a record high on Friday, and gained 1.6% last week. The S&amp;P 500SPXand Dow Jones Industrial AverageDJIAfinished the week within touching distances of record highs.</p><p><blockquote><ul><li>道琼斯工业平均指数YM00期货下跌6点；</li><li>标准普尔500ES00期货下跌0.1%；</li><li>纳斯达克100NQ00期货下跌0.1%。</li></ul>以科技股为主的纳斯达克综合指数周五收于历史新高，上周上涨1.6%。标准普尔500SPX和道琼斯工业平均指数DJIA本周收盘均接近历史新高。</blockquote></p><p> <b>What’s driving markets</b></p><p><blockquote><b>是什么推动了市场</b></blockquote></p><p> Analysts were still discussing the implications of the disappointing August payrolls report released Friday by the Labor Department, which showed 235,000 nonfarm jobs created.</p><p><blockquote>分析师仍在讨论劳工部周五发布的令人失望的8月份就业报告的影响，该报告显示创造了235,000个非农就业岗位。</blockquote></p><p> Analysts at BCA Research pointed out that while no leisure and hospitality jobs were created last month, wages rose — an indicator that the delta wave of COVID-19 infections is the primary cause for the jobs disappointment, and not a shift in the industry’s hiring needs.</p><p><blockquote>BCA Research的分析师指出，虽然上个月没有创造休闲和酒店工作岗位，但工资上涨了——这表明COVID-19感染的三角洲浪潮是工作岗位令人失望的主要原因，而不是该行业招聘需求的转变。</blockquote></p><p> “We expect strong job growth in the months ahead as supply-side labor constraints are removed and infections rates ease. This implies that the Fed will continue to prepare for the normalization of monetary policy, starting with a taper announcement later this year,” they said.</p><p><blockquote>他们表示：“随着供应方劳动力限制的消除和感染率的缓解，我们预计未来几个月就业将强劲增长。这意味着美联储将继续为货币政策正常化做准备，首先是在今年晚些时候宣布缩减规模。”</blockquote></p><p> Strategists at Barclays lifted their year-end S&amp;P 500 price target to 4,600 from 4,400. “We do not believe that the start of the taper will lead to a significant market selloff,” the Barclays strategists said.</p><p><blockquote>Barclays策略师将标普500年终目标价从4,400点上调至4,600点。巴克莱策略师表示：“我们不认为开始缩减规模会导致市场大幅抛售。”</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>Wall Street set to trade near records as traders return from three-day break<blockquote>随着交易员从三天的休息中回归，华尔街交易将接近创纪录水平</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 set to trade near records as traders return from three-day break<blockquote>随着交易员从三天的休息中回归，华尔街交易将接近创纪录水平</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-07 17:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures pointed to indexes holding near record highs, as traders returned from a three-day break on Tuesday.</p><p><blockquote>随着交易员从周二的三天休息中回归，美国股指期货显示指数接近历史高点。</blockquote></p><p> <b>What’s happening</b></p><p><blockquote><b>怎么回事</b></blockquote></p><p> <ul>  <li>Futures on the Dow Jones Industrial AverageYM00fell 6 points;</li>  <li>Futures on the S&amp;P 500ES00eased 0.1%;</li>  <li>Futures on the Nasdaq 100NQ00eased 0.1%.</li> </ul> The tech-heavy Nasdaq CompositeCOMPended at a record high on Friday, and gained 1.6% last week. The S&amp;P 500SPXand Dow Jones Industrial AverageDJIAfinished the week within touching distances of record highs.</p><p><blockquote><ul><li>道琼斯工业平均指数YM00期货下跌6点；</li><li>标准普尔500ES00期货下跌0.1%；</li><li>纳斯达克100NQ00期货下跌0.1%。</li></ul>以科技股为主的纳斯达克综合指数周五收于历史新高，上周上涨1.6%。标准普尔500SPX和道琼斯工业平均指数DJIA本周收盘均接近历史新高。</blockquote></p><p> <b>What’s driving markets</b></p><p><blockquote><b>是什么推动了市场</b></blockquote></p><p> Analysts were still discussing the implications of the disappointing August payrolls report released Friday by the Labor Department, which showed 235,000 nonfarm jobs created.</p><p><blockquote>分析师仍在讨论劳工部周五发布的令人失望的8月份就业报告的影响，该报告显示创造了235,000个非农就业岗位。</blockquote></p><p> Analysts at BCA Research pointed out that while no leisure and hospitality jobs were created last month, wages rose — an indicator that the delta wave of COVID-19 infections is the primary cause for the jobs disappointment, and not a shift in the industry’s hiring needs.</p><p><blockquote>BCA Research的分析师指出，虽然上个月没有创造休闲和酒店工作岗位，但工资上涨了——这表明COVID-19感染的三角洲浪潮是工作岗位令人失望的主要原因，而不是该行业招聘需求的转变。</blockquote></p><p> “We expect strong job growth in the months ahead as supply-side labor constraints are removed and infections rates ease. This implies that the Fed will continue to prepare for the normalization of monetary policy, starting with a taper announcement later this year,” they said.</p><p><blockquote>他们表示：“随着供应方劳动力限制的消除和感染率的缓解，我们预计未来几个月就业将强劲增长。这意味着美联储将继续为货币政策正常化做准备，首先是在今年晚些时候宣布缩减规模。”</blockquote></p><p> Strategists at Barclays lifted their year-end S&amp;P 500 price target to 4,600 from 4,400. “We do not believe that the start of the taper will lead to a significant market selloff,” the Barclays strategists said.</p><p><blockquote>Barclays策略师将标普500年终目标价从4,400点上调至4,600点。巴克莱策略师表示：“我们不认为开始缩减规模会导致市场大幅抛售。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/wall-street-set-to-trade-near-records-as-traders-return-from-three-day-break-11631007831?mod=mw_latestnews\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/wall-street-set-to-trade-near-records-as-traders-return-from-three-day-break-11631007831?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116947377","content_text":"U.S. stock futures pointed to indexes holding near record highs, as traders returned from a three-day break on Tuesday.\nWhat’s happening\n\nFutures on the Dow Jones Industrial AverageYM00fell 6 points;\nFutures on the S&P 500ES00eased 0.1%;\nFutures on the Nasdaq 100NQ00eased 0.1%.\n\nThe tech-heavy Nasdaq CompositeCOMPended at a record high on Friday, and gained 1.6% last week. The S&P 500SPXand Dow Jones Industrial AverageDJIAfinished the week within touching distances of record highs.\nWhat’s driving markets\nAnalysts were still discussing the implications of the disappointing August payrolls report released Friday by the Labor Department, which showed 235,000 nonfarm jobs created.\nAnalysts at BCA Research pointed out that while no leisure and hospitality jobs were created last month, wages rose — an indicator that the delta wave of COVID-19 infections is the primary cause for the jobs disappointment, and not a shift in the industry’s hiring needs.\n“We expect strong job growth in the months ahead as supply-side labor constraints are removed and infections rates ease. This implies that the Fed will continue to prepare for the normalization of monetary policy, starting with a taper announcement later this year,” they said.\nStrategists at Barclays lifted their year-end S&P 500 price target to 4,600 from 4,400. “We do not believe that the start of the taper will lead to a significant market selloff,” the Barclays strategists said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807022542,"gmtCreate":1627990560686,"gmtModify":1633754609854,"author":{"id":"4090816753056900","authorId":"4090816753056900","name":"70320501","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090816753056900","idStr":"4090816753056900"},"themes":[],"htmlText":"Why the share is down.&nbsp;","listText":"Why the share is down.&nbsp;","text":"Why the share is down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807022542","repostId":"1109177267","repostType":4,"repost":{"id":"1109177267","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":1627987064,"share":"https://www.laohu8.com/m/news/1109177267?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:37","market":"us","language":"en","title":"The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109177267","media":"Tiger Newspress","summary":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 excee","content":"<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</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>The rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe rising AMD is getting aggressive<blockquote>崛起的AMD越来越咄咄逼人</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 18:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.</p><p><blockquote>Advanced Micro Devices报告称，截至6月30日的第二季度收入和盈利超出预期，收入增长99%至38.5亿美元。</blockquote></p><p> Non-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.</p><p><blockquote>该季度非GAAP净利润为7.78亿美元，即每股63美分，超出非GAAP每股54美分的预期。AMD表示，正在上调年度盈利预期。</blockquote></p><p> The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的公司在其Zen和Zen 2处理器架构背后取得了良好的发展势头，与上一代相比，每个时钟周期的性能可以提高50%或更多。这种架构使AMD十年来首次在性能上领先于英特尔，并帮助这家常年排名第二的PC芯片制造商成为与英特尔快速增长的竞争者。</blockquote></p><p> Intel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.</p><p><blockquote>与此同时，英特尔不仅在芯片设计方面，而且在制造方面也遇到了挫折，其技术优势被台积电等竞争对手夺走，台积电为AMD生产处理器和图形芯片。因此，AMD在过去三年中取得了历史性的市场份额增长。有趣的是，AMD是在疫情造成的供应冲击和对电子产品前所未有的需求导致历史性芯片短缺的情况下取得这些收益的。</blockquote></p><p> “Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”</p><p><blockquote>AMD首席执行官苏姿丰在一份声明中表示：“我们的业务在第二季度表现异常出色，收入和营业利润率同比翻了一番，盈利能力同比增长了两倍多。”“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。我们现在预计，在强有力的执行力和客户对我们领导产品偏好增加的推动下，我们2021年收入将同比增长约60%。”</blockquote></p><p> Intel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.</p><p><blockquote>与此同时，英特尔正在加倍加大制造投资，以保持竞争力并利用芯片繁荣和供应短缺的机会。</blockquote></p><p> <h4>Quarterly financial segment summary</h4> Computing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.</p><p><blockquote><h4>季度财务分部摘要</h4>在客户端和图形处理器销售额增长的推动下，计算和图形部门收入为22.5亿美元，同比增长65%，环比增长7%。在锐龙台式机和笔记本处理器销售组合更加丰富的推动下，客户端处理器平均售价（ASP）同比和环比增长。这是连续第五个季度创纪录的处理器收入。</blockquote></p><p> Graphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.</p><p><blockquote>在包括数据中心GPU销售在内的高端图形产品销售的推动下，图形处理单元（GPU）ASP同比和环比增长。营业收入为5.26亿美元，去年同期为2亿美元，上一季度为4.85亿美元。增长主要是由收入增加推动的。</blockquote></p><p> Enterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.</p><p><blockquote>企业、嵌入式和半定制部门收入为16亿美元，同比增长183%，环比增长19%。这一增长是由Epyc处理器收入和半定制产品销售的增加推动的。半定制产品包括PlayStation 5和Xbox Series X/S游戏机的处理器。</blockquote></p><p> <h4>Optimistic Revenue Outlook on Strong Demand</h4> AMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.</p><p><blockquote><h4>强劲需求带来乐观的收入前景</h4>AMD给出了乐观的第三季度销售预测，表明它正在利润丰厚的服务器芯片市场上从英特尔公司手中夺取市场份额。</blockquote></p><p> AMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.</p><p><blockquote>AMD是仅次于英特尔的第二大计算机处理器制造商，预计第三季度营收约为41亿美元，正负1亿美元。分析师平均预计营收为38亿美元。该公司还上调了年度预期，目前预计收入将比之前预测的50%增长增长60%。</blockquote></p><p> Chief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.</p><p><blockquote>首席执行官苏姿丰凭借一系列新产品将公司从无关紧要的边缘拉了回来，客户多年来首次认为这些产品与英特尔的产品具有竞争力。过去五年，投资者纷纷向AMD股票投入资金，预计苏的变化将带来更高的市场份额和收益。</blockquote></p><p> “We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.</p><p><blockquote>苏在一份声明中表示：“我们的增长速度明显快于市场，我们所有业务的需求都很强劲。”</blockquote></p><p> AMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.</p><p><blockquote>AMD周二的收益报告表明，该公司正在以牺牲英特尔的利益为代价夺取市场份额。全球最大超导体制造商英特尔公布第二季度营收下降6%。AMD还在游戏个人电脑卡中使用的图形处理器市场上与英伟达公司竞争。</blockquote></p><p> Su said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.</p><p><blockquote>Su表示，即使2022年PC需求下降，该公司也可以继续增长。“我们希望我们的竞争非常激烈，我们需要做得更好，”苏在结果公布后的电话会议上表示。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109177267","content_text":"Advanced Micro Devices reported its revenues and earnings for the second quarter ended June 30 exceeded expectations, with revenue growing 99% to $3.85 billion.\nNon-GAAP net income for the quarter was $778 million, or 63 cents a share, beating expectations of 54 cents a share on a non-GAAP basis. AMD said it was increasing its annual earnings forecast.\nThe Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.\nIntel, meanwhile, has had stumbles not only on the chip design side but also in manufacturing, where it has lost its technological advantage to rivals such as TSMC, which makes both processors and graphics chips for AMD. As a result, AMD has been making historic market share gains for the past three years. What’s interesting is AMD has been making these gains amid a historic chip shortage driven by the supply whipsaw from the pandemic and unprecedented demand for electronic goods.\n“Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” AMD CEO Lisa Su said in a statement. “We are growing significantly faster than the market with strong demand across all of our businesses. We now expect our 2021 annual revenue to grow by approximately 60% year-over-year driven by strong execution and increased customer preference for our leadership products.”\nIntel, meanwhile, is doubling down on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.\nQuarterly financial segment summary\nComputing and graphics segment revenue was $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales. Client processor average selling price (ASP) grew year-over-year and quarter-over-quarter driven by a richer mix of Ryzen desktop and notebook processor sales. It was the fifth straight quarter of record processor revenue.\nGraphics processing unit (GPU) ASP grew year-over-year and quarter-over-quarter driven by high-end graphics product sales, including datacenter GPU sales. Operating income was $526 million, compared to $200 million a year ago and $485 million in the prior quarter. The increases were primarily driven by higher revenue.\nEnterprise, embedded, and semi-custom segment revenue was $1.6 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher Epyc processor revenue and semi-custom product sales. The semi-custom products include processors for the PlayStation 5 and Xbox Series X/S game consoles.\nOptimistic Revenue Outlook on Strong Demand\nAMD gave a bullish third-quarter sales forecast, indicating it’s gaining market share from Intel Corp. in the lucrative market for server chips.\nAMD, the second-largest maker of computer processors behind Intel, predicted third-quarter revenue will be about $4.1 billion, plus or minus $100 million. On average, analysts had projected revenue of $3.8 billion. The company also raised its annual outlook and now expects revenue to increase by 60% up from a previous forecast for 50% growth.\nChief Executive Officer Lisa Su has brought the company back from the brink of irrelevance with a raft of new products that customers see as competitive with Intel’s offerings for the first time in years. Investors have poured money into AMD’s stock over the last five years, expecting Su’s changes to result in higher market share and earnings.\n“We are growing significantly faster than the market with strong demand across all of our businesses,” Su said in a statement.\nAMD’s earnings report Tuesday indicates the company is taking market share at Intel’s expense. Intel, the world’s largest superconductor manufacturer, reported a 6% decline in second-quarter revenue. AMD also competes with Nvidia Corp. in the market for graphics processors used in cards for gaming personal computers.\nSu said the company can continue to grow, even if PC demand falls in 2022. “We expect our competition to be really good and we need to be better than that,” Su said during a conference call after the results.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807028291,"gmtCreate":1627990387013,"gmtModify":1633754611512,"author":{"id":"4090816753056900","authorId":"4090816753056900","name":"70320501","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090816753056900","idStr":"4090816753056900"},"themes":[],"htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807028291","repostId":"1138232884","repostType":4,"isVote":1,"tweetType":1,"viewCount":2211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807028052,"gmtCreate":1627990344576,"gmtModify":1633754611959,"author":{"id":"4090816753056900","authorId":"4090816753056900","name":"70320501","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090816753056900","idStr":"4090816753056900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807028052","repostId":"1169635195","repostType":4,"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805217041,"gmtCreate":1627883383383,"gmtModify":1633755612380,"author":{"id":"4090816753056900","authorId":"4090816753056900","name":"70320501","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090816753056900","idStr":"4090816753056900"},"themes":[],"htmlText":"Ok great","listText":"Ok great","text":"Ok great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805217041","repostId":"1113112744","repostType":4,"isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805214931,"gmtCreate":1627883336123,"gmtModify":1633755613173,"author":{"id":"4090816753056900","authorId":"4090816753056900","name":"70320501","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090816753056900","idStr":"4090816753056900"},"themes":[],"htmlText":"Ok great","listText":"Ok great","text":"Ok great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805214931","repostId":"1113112744","repostType":4,"isVote":1,"tweetType":1,"viewCount":1480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}