五个趋势让投资者感到担忧的牛市--华尔街日报 Dow Jones Global News - Jul 09, 2023 23:00:00 道琼斯全球新闻 - 2023年7月9日23:00:00 A familiar question has crept back onto Wall Street: Could this be the most-hated bull market ever? 一个熟悉的问题再次出现在华尔街：这可能是有史以来最受厌恶的牛市吗？ The S&P 500 charged into bull-market territory in the first six months of 2023, marking a 20% rally from a recent low, yet investors say they can't stop looking over their shoulders. Even after U.S. stocks overcame big risks -- including repeated interest-rate hikes and a banking crisis -- money managers say they aren't convinced this rally is sustainable. $标普500(.SPX)$ 在2023年上半年进入了牛市区域，从最近的低点反弹了20%，但投资者表示他们无法停止回头看。尽管美国股市克服了重大风险，包括多次加息和银行危机，但基金经理们表示他们并不相信这次反弹是可持续的。 History shows that investors
This Year's Most Buoyant Sector Was a Win for Value Investors -- Heard on the Street -- WSJ 今年最活跃的行业对价值投资者来说是一场胜利--《华尔街日报》街头传闻 Dow Jones Global News - Jul 07, 2023 06:30:00 道琼斯全球新闻-2023年7月7日06:30:00 By Spencer Jakab 由斯潘塞·雅卡布（Spencer Jakab）撰写 Ask a retail investor what this year's best-performing industry has been, and he or she probably would guess artificial intelligence, electric vehicles or social media. 问一位零售投资者今年表现最佳的行业是什么，他或她可能会猜测人工智能、电动汽车或社交媒体。 While the likes of Nvidia, Advanced Micro Devices, Tesla and Facebook owner Meta Platforms have had gaudy returns and grabbed headlines, the strongest group of stocks overall has been cruise lines. Carnival, Norwegian Cruise Line Holdings and Royal Caribbean Cruises are all in the top 10 among large companies and took the top three spots in t
DJ Tech Trader: Twitter vs. Meta: What It Means for Investors -- Barron's DJ科技交易员：Twitter vs. Meta：对投资者意味着什么--巴伦周刊 Dow Jones Global News - Jul 07, 2023 21:30:00 道琼斯全球新闻 - 2023年7月7日 21:30:00 By Eric J. Savitz The chattering classes are abuzz about the launch of Threads, a new social-media platform from Meta Platforms, parent of Facebook, WhatsApp, and Instagram. Threads, which launched on Wednesday night, is a near carbon copy of Twitter, a place to post and discuss content and ideas, mostly in text form. 舆论界对$Meta Platforms(META)$ 平台旗下的Facebook、WhatsApp和Instagram的新社交媒体平台Threads的推出议论纷纷。Threads于周三晚上上线，几乎是Twitter的翻版，是一个发布和讨论内容和想法的地方，主要以文本形式呈现。 Threads already has more than 30 million downloads, according to Meta CEO Mark Zuckerberg
Now the automaker has made it clear it will compete on EVs, it deserves a fresh look现在$丰田汽车(TM)$ 这家汽车制造商已经明确表示将在电动汽车领域竞争，它值得重新关注 This week, Toyota shares continued their cruise towards an all-time high, building on a rise of almost 30 per cent since the start of the year and blown by a following wind, according to Refinitiv data, of 17 “buy” recommendations from analysts. 据Refinitiv的数据显示，本周丰田股票继续保持上涨势头，自年初以来已经上涨了近30%，并受到17位分析师的“买入”推荐的推动。 Improbable stuff, perhaps, for a century-old leviathan whose 2022 sales of pure battery electric vehicles were just 1.8 per cent those of Tesla and whose almighty global bestseller — the Corolla — was outsold by Elon Musk’s Model Y in the first quarter of 2023. 对于一个有百年历史的巨无霸来说，这些或许是不可思议
Summary 摘要 Tesla, Inc. reported record sales in Q2, with China accounting for over half of the automaker's global sales. However, domestic competitors in China are gaining ground on Tesla. $特斯拉(TSLA) 公司报告称，第二季度销售创下纪录，中国市场占该汽车制造商全球销售的一半以上。然而，中国国内的竞争对手正在迎头赶上特斯拉。 Investors are looking to Tesla's Q2 earnings report, expected on 19 July, with concerns over operating margins and the impact of price cuts on revenue. A further drop in margins could push the company into negative cash flow territory. 投资者正在关注特斯拉的第二季度财报，预计于7月19日公布，担心运营利润率和价格削减对收入的影响。利润率进一步下降可能会使公司陷入负现金流领域。 Tesla's valuation could be impacted by protectionism and nationalism, with questions over how China will tolerate overseas competitors in its electric vehicle market. There is also potential for Chinese brands to encroach on E