TSLA all the way_老虎社区_美港股上老虎

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2021-03-10

TSLA all the way

Tesla vs. Exxon Is the Perfect Recovery Bet<blockquote>特斯拉vs.艾克森是完美的复苏赌注</blockquote>

This isn’t about the short-term greed stock markets are so often accused of, our columnist writes Fr

Tesla vs. Exxon Is the Perfect Recovery Bet<blockquote>特斯拉vs.艾克森是完美的复苏赌注</blockquote>

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But the first is only partly true and the second clearly false. In fact the moves reveal two bigger trends: the stimulus-driven economy and its effect on bond yields.</p><p><blockquote>很容易得出这样的结论：石油重新流行，而电动汽车突然过时了。但第一个只是部分正确，第二个显然是错误的。事实上，这些举措揭示了两个更大的趋势：刺激驱动的经济及其对债券收益率的影响。</blockquote></p><p> Tesla is a bet on the long term and Exxon is a bet on the short term. Last year, investors were convinced to look to the long run by a combination of awful short-run prospects and the Federal Reserve’s crushing of interest rates and bond yields. Since November, investors have increasingly focused on short-run profits as both trends reverse, although on Tuesday the sensitivity to Treasurys showed up in the other direction as a sharp drop in yields helped Tesla stock leap 20%.</p><p><blockquote>特斯拉是对长期的押注，而艾克森是对短期的押注。去年，糟糕的短期前景以及美联储对利率和债券收益率的压低，让投资者相信要着眼于长期。自11月以来，随着这两种趋势的逆转，投资者越来越关注短期利润，尽管周二对美国国债的敏感性表现出相反的方向，收益率大幅下跌帮助特斯拉股价上涨20%。</blockquote></p><p> Cyclical stocks, those most sensitive to short-run economic growth, have been doing well since Covid-19 vaccines raised hopes of economic reopening. The stimulus trade accelerated in February as it became clear that President Biden’s$1.9 trillion packagewould pass. Cyclical stocks such as airlines and oil companies, commodities such as oil and copper, and bond yields all soared.</p><p><blockquote>自Covid-19疫苗引发经济重新开放的希望以来，对短期经济增长最敏感的周期性股票一直表现良好。随着拜登总统1.9万亿美元的一揽子计划显然将获得通过，刺激贸易在2月份加速。航空公司和石油公司等周期股、石油和铜等大宗商品以及债券收益率均飙升。</blockquote></p><p> Exxon is what a winner looks like in this new world of stimulus-driven demand.Oil is the most sensitive commodityto global consumption, and everywhere is heading for reopening this year. As demand picks up, so does the price.</p><p><blockquote>在这个刺激驱动需求的新世界里，埃克森美孚是赢家。石油是对全球消费最敏感的商品，今年各地都将重新开放。随着需求回升，价格也随之回升。</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>Tesla vs. Exxon Is the Perfect Recovery Bet<blockquote>特斯拉vs.艾克森是完美的复苏赌注</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\">\nTesla vs. Exxon Is the Perfect Recovery Bet<blockquote>特斯拉vs.艾克森是完美的复苏赌注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-03-10 17:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>This isn’t about the short-term greed stock markets are so often accused of, our columnist writes</p><p><blockquote>我们的专栏作家写道，这与股市经常被指责的短期贪婪无关</blockquote></p><p> From the start of February to Monday’s close, Tesla was down almost 30% and Exxon Mobil up more than 30%, a stunning reversal of the pattern since the start of last year.</p><p><blockquote>从2月初到周一收盘，特斯拉下跌了近30%，埃克森美孚上涨了30%以上，这是自去年年初以来格局的惊人逆转。</blockquote></p><p> It would be easy to conclude that oil is back in fashion and electric cars are suddenly passé. But the first is only partly true and the second clearly false. In fact the moves reveal two bigger trends: the stimulus-driven economy and its effect on bond yields.</p><p><blockquote>很容易得出这样的结论：石油重新流行，而电动汽车突然过时了。但第一个只是部分正确，第二个显然是错误的。事实上，这些举措揭示了两个更大的趋势：刺激驱动的经济及其对债券收益率的影响。</blockquote></p><p> Tesla is a bet on the long term and Exxon is a bet on the short term. Last year, investors were convinced to look to the long run by a combination of awful short-run prospects and the Federal Reserve’s crushing of interest rates and bond yields. Since November, investors have increasingly focused on short-run profits as both trends reverse, although on Tuesday the sensitivity to Treasurys showed up in the other direction as a sharp drop in yields helped Tesla stock leap 20%.</p><p><blockquote>特斯拉是对长期的押注，而艾克森是对短期的押注。去年，糟糕的短期前景以及美联储对利率和债券收益率的压低，让投资者相信要着眼于长期。自11月以来，随着这两种趋势的逆转，投资者越来越关注短期利润，尽管周二对美国国债的敏感性表现出相反的方向，收益率大幅下跌帮助特斯拉股价上涨20%。</blockquote></p><p> Cyclical stocks, those most sensitive to short-run economic growth, have been doing well since Covid-19 vaccines raised hopes of economic reopening. The stimulus trade accelerated in February as it became clear that President Biden’s$1.9 trillion packagewould pass. Cyclical stocks such as airlines and oil companies, commodities such as oil and copper, and bond yields all soared.</p><p><blockquote>自Covid-19疫苗引发经济重新开放的希望以来，对短期经济增长最敏感的周期性股票一直表现良好。随着拜登总统1.9万亿美元的一揽子计划显然将获得通过，刺激贸易在2月份加速。航空公司和石油公司等周期股、石油和铜等大宗商品以及债券收益率均飙升。</blockquote></p><p> Exxon is what a winner looks like in this new world of stimulus-driven demand.Oil is the most sensitive commodityto global consumption, and everywhere is heading for reopening this year. As demand picks up, so does the price.</p><p><blockquote>在这个刺激驱动需求的新世界里，埃克森美孚是赢家。石油是对全球消费最敏感的商品，今年各地都将重新开放。随着需求回升，价格也随之回升。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/sell-tesla-buy-exxon-explains-the-market-11615302940?mod=hp_lista_pos1\">The Wall Street Journal</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":{"TSLA":"特斯拉","XOM":"埃克森美孚"},"source_url":"https://www.wsj.com/articles/sell-tesla-buy-exxon-explains-the-market-11615302940?mod=hp_lista_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131539912","content_text":"This isn’t about the short-term greed stock markets are so often accused of, our columnist writes\nFrom the start of February to Monday’s close, Tesla was down almost 30% and Exxon Mobil up more than 30%, a stunning reversal of the pattern since the start of last year.\nIt would be easy to conclude that oil is back in fashion and electric cars are suddenly passé. But the first is only partly true and the second clearly false. In fact the moves reveal two bigger trends: the stimulus-driven economy and its effect on bond yields.\nTesla is a bet on the long term and Exxon is a bet on the short term. Last year, investors were convinced to look to the long run by a combination of awful short-run prospects and the Federal Reserve’s crushing of interest rates and bond yields. Since November, investors have increasingly focused on short-run profits as both trends reverse, although on Tuesday the sensitivity to Treasurys showed up in the other direction as a sharp drop in yields helped Tesla stock leap 20%.\nCyclical stocks, those most sensitive to short-run economic growth, have been doing well since Covid-19 vaccines raised hopes of economic reopening. The stimulus trade accelerated in February as it became clear that President Biden’s$1.9 trillion packagewould pass. Cyclical stocks such as airlines and oil companies, commodities such as oil and copper, and bond yields all soared.\nExxon is what a winner looks like in this new world of stimulus-driven demand.Oil is the most sensitive commodityto global consumption, and everywhere is heading for reopening this year. As demand picks up, so does the price.","news_type":1,"symbols_score_info":{"XOM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2376,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}