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2021-04-15

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Wall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":347840112,"tweetId":"347840112","gmtCreate":1618488699036,"gmtModify":1634292612756,"author":{"id":3568717943755464,"idStr":"3568717943755464","authorId":3568717943755464,"authorIdStr":"3568717943755464","name":"sakam0t0","avatar":"https://static.tigerbbs.com/9ee28596ffff09e873a45cf00c767dba","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like pls</body></html>","htmlText":"<html><head></head><body>Like pls</body></html>","text":"Like pls","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/347840112","repostId":1128319234,"repostType":4,"repost":{"id":"1128319234","kind":"news","pubTimestamp":1618486201,"share":"https://www.laohu8.com/m/news/1128319234?lang=zh_CN&edition=full","pubTime":"2021-04-15 19:30","market":"us","language":"en","title":"Wall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128319234","media":"seekingalpha","summary":"Retail reboundThe market will get some insight into how much the consumer is participating in the ec","content":"Retail rebound<blockquote>零售反弹</blockquote>The market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&amp;P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.<blockquote>通过今天最新的零售销售数据，市场将深入了解消费者对经济复苏的参与程度。标准普尔期货（SPX）、纳斯达克期货（NDX：IND）和道指期货（INDU）均呈绿色。</blockquote>The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.<blockquote>商务部将于美国东部时间上午8:30发布3月份零售销售数据。平均而言，经济学家预计销售额将强劲反弹，销售额将增长5.9%，而2月份则下降了3%。不包括汽车在内的核心零售额预计将增长5%，扭转上个月2.7%的降幅。自去年实施封锁措施以来，零售额在短短四个月内就实现了增长，最近一次是1月份增长了5.3%。</blockquote>If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.<blockquote>如果销售额按预期增长，这将是一个很好的迹象，表明最新一轮1400美元的直接支票正在进入经济，提供白宫打算的刺激措施。错过可能表明资金被转移到其他途径，例如储蓄或资产购买。纽约联储上周表示，每一美元的刺激资金中有42美分被节省下来，而25%的资金被支出，其余的用于偿还债务。</blockquote>Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&amp;P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.<blockquote>通货再膨胀交易：对于股市来说，强劲的零售销售数据可能会启动有利于周期性股票的通货再膨胀交易，而周期性股票最近已经失去了动力。尽管发生了一系列影响市场的事件，但标准普尔指数（NYSEARCA：SPDR标普500指数ETF）仍难以在两个方向上获得牵引力，本周下跌0.1%。</blockquote>“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.<blockquote>瑞银全球财富管理首席信息官马克·海菲尔表示：“通货再膨胀交易一直在放春假。”据彭博社报道，他补充道，随着疫苗接种的推出和经济的复苏，“我们认为投资者应该继续为通货再膨胀做好准备”。金融股（NYSEARCA：XLF）、工业股（NYSEARCA：XLI）和能源股（NYSEARCA：XLE）可能会跑赢大盘。</blockquote>Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.<blockquote>巴克莱策略师Emmanuel Cau表示，价值作为对冲过热的手段具有吸引力，但他对休闲、食品零售和汽车不太乐观。</blockquote>Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.<blockquote>经济加速，但仍然温和：美联储昨天发布的褐皮书称，美国经济正在以温和的速度加速，而一些受疫情打击最严重的行业正显示出复苏的迹象。</blockquote>\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.<blockquote>报告称：“旅游业报告更加乐观，这得益于春假、疫情相关限制放松、疫苗接种增加以及最近的刺激付款等因素对休闲活动和旅行需求的回升。”</blockquote>Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"<blockquote>DataTrek Research写道，经济增长和消费者支出“在过去6周内加速，被压抑的休闲活动和旅行需求开始实现”。“通胀加剧，企业同时面临劳动力短缺和供应链中断。最终，我们继续同意美联储的观点，即近期通胀是暂时性的，而不是结构性的，因此我们认为鲍威尔主席不会将这些通胀压力视为一个重大危险信号。”</blockquote>\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"<blockquote>DataTrek补充道：“此外，最新的美联储褐皮书报告继续显示雇主在让工人重返劳动力市场方面面临的挑战。”“随着疫苗的推出和儿童保育变得更加容易，这需要时间，这些因素超出了鲍威尔主席的控制范围。这就是为什么他和美联储继续暗示至少在2022年之前将利率维持在接近零的水平，以让经济足够热以实现他们的双重使命。”</blockquote>ARK Invest snaps up Coinbase<blockquote>ARK Invest抢购Coinbase</blockquote>ARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.<blockquote>ARK Investment Management为三只不同的基金购买了新上市的Coinbase Global（纳斯达克：COIN）的股票，同时出售了其持有的部分特斯拉（纳斯达克：TSLA）股份。</blockquote>Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.<blockquote>Cathie Wood为ARK Fintech Innovation ETF（NYSEARCA：ARKF）购买了89,589股Coinbase股票。她为旗舰ARK Innovation ETF（NYSEARCA：ARKK）购买了512,535股加密货币交易平台股票。她还向ARK下一代互联网ETF（NYSEARCA：ARKW）添加了147,081股COIN股票。这相当于价值约2.46亿美元的Coinbase股票。</blockquote>\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.<blockquote>伍德告诉彭博社：“从现在到五年后，逢低买入（Coinbase）将会有很好的机会。”ARK认为机构兴趣可能会使比特币（BTC-USD）的价格增加50万美元。ARK从ARKK出售了185,712股特斯拉股票，从ARKW出售了57,043股该汽车制造商股票。特斯拉是ARKW和ARKK的最大持股。Coinbase昨天首次亮相就上涨了30%，但收盘时较当天开盘下跌。</blockquote>SpaceX valued at $74B<blockquote>SpaceX估值$74B</blockquote>SpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.<blockquote>根据美国证券交易委员会(SEC)提交的文件，SpaceX(SPACE)增加了上次股权融资的规模。该公司在之前报告的8.5亿美元的基础上又带来了3.14亿美元。新的1.16 B美元的股权融资总额使SpaceX的估值约为740亿美元。</blockquote>Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.<blockquote>SpaceX的投资者可能会从Starlink(STRLK)互联网卫星业务中寻求回报。有人猜测Starlink将在某个时候通过IPO获得自由。看看SpaceX的发射计划，最早计划在2022年进行月球之旅，猎鹰9号火箭将代表阿拉伯联合酋长国运送一辆探索漫游车。</blockquote>Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.<blockquote>据称，自动驾驶卡车初创公司TuSimple已通过IPO筹集了1.35 B美元。</blockquote>Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.<blockquote>据称，自动驾驶卡车初创公司TuSimple(TSP)在IPO中筹集了1.35 B美元，股价为40美元，高于之前的区间。据彭博社报道，图森未来和一名售股股东以每股40美元的价格出售了3400万股股票，高于35-39美元的预估价格。</blockquote>The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).<blockquote>该公司得到了战略投资者的支持，包括大众汽车公司（OTCPK：VLKAF）的重型卡车业务Traton Group、Navistar（纽约证券交易所：NAV）、固特异（纳斯达克：GT）、U.S.Xpress（纽约证券交易所：USX）、NVIDIA（纳斯达克：NVDA）和联合包裹服务公司（纽约证券交易所：UPS）。</blockquote>Lucid Motors says its new electric vehicle is ready for the cold stuff<blockquote>Lucid Motors表示其新型电动汽车已做好应对寒冷天气的准备</blockquote>Lucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.<blockquote>Lucid Motors(LUCIDM)更新了Lucid Air在-40摄氏度下进行的寒冷天气测试。</blockquote>\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"<blockquote>“Lucid Air达到了所有寒冷天气测试目标，从快速预热到启动、充电等。尽管气温很低，但机舱的安静度还是很显著的。通常情况下，随着温度的下降，车辆的内部部件会变得更加嘈杂。不是Lucid Air。它的NVH方面——或噪音、振动和声振粗糙度——测试得非常好。对于豪华车车主来说，这是一个至关重要的结果。”</blockquote>What else is happening...<blockquote>还发生了什么...</blockquote>Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.<blockquote>台积电(NYSE：TSM)每股收益超过预期0.04美元，营收超出预期。Shopify(NYSE：SHOP)在增长推动下失去了一些关键高管。比特币(BTC-USD)徘徊在历史新高附近。石油(CL1：COM)触及3月中旬以来的最高水平强劲的需求前景。高盛表示，由于绿色转型，铜(HG1：COM)将在2025年达到15,000美元/吨。阿斯利康(纳斯达克：AZN)的COVID-19疫苗在印度研究中击败了Ocugen的Covaxinin。</blockquote>Today's Markets<blockquote>今日市场</blockquote>In Asia,Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.<blockquote>在亚洲，日本+0.1%。香港-0.4%。中国-0.5%。印度+0.6%。</blockquote>In Europe,at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.<blockquote>在欧洲，午盘，伦敦+0.4%。巴黎+0.3%。法兰克福+0.3%。</blockquote>Futures at 6:20,Dow+0.4%. S&amp;P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.<blockquote>6点20分期货，道指+0.4%。标准普尔+0.4%。纳斯达克+0.5%。原油-0.7%至62.70美元。黄金上涨0.6%，至1747.60美元。比特币-2%至62311美元。</blockquote>Ten-year Treasury Yield-2 bps to1.615%<blockquote>十年期国债收益率-2个基点至1.615%</blockquote>Today's Economic Calendar<blockquote>今日经济日历</blockquote>8:30&nbsp;Initial Jobless Claims<blockquote>8:30首次申请失业救济人数</blockquote>8:30&nbsp;Philly Fed Business Outlook<blockquote>8:30费城联储商业展望</blockquote>8:30&nbsp;Retail Sales<blockquote>8:30零售额</blockquote>8:30&nbsp;Empire State Mfg Survey<blockquote>8:30帝国大厦制造业调查</blockquote>9:15&nbsp;Industrial Production<blockquote>9:15工业生产</blockquote>10:00&nbsp;Business Inventories<blockquote>10:00业务库存</blockquote>10:00&nbsp;NAHB Housing Market Index<blockquote>10:00 NAHB房地产市场指数</blockquote>10:30&nbsp;EIA Natural Gas Inventory<blockquote>10:30 EIA天然气库存</blockquote>11:30&nbsp;Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"<blockquote>11:30美联储博斯蒂克：《大西洋月刊进展报告：黑人社区状况》</blockquote>2:00 PMFed’s Daly Speech<blockquote>下午2:00美联储戴利演讲</blockquote>4:00 PMFed’s Mester: \"Economic Inclusion\"<blockquote>下午4:00美联储梅斯特：“经济包容性”</blockquote>4:00 PMTreasury International Capital<blockquote>下午4:00财资国际资本</blockquote>4:30 PMFed Balance Sheet<blockquote>下午4:30美联储资产负债表</blockquote>","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 Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</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 Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nseekingalpha2021-04-15 19:30\n\n</h4>\n</header>\n<article>\nRetail rebound<blockquote>零售反弹</blockquote>The market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&amp;P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.<blockquote>通过今天最新的零售销售数据，市场将深入了解消费者对经济复苏的参与程度。标准普尔期货（SPX）、纳斯达克期货（NDX：IND）和道指期货（INDU）均呈绿色。</blockquote>The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.<blockquote>商务部将于美国东部时间上午8:30发布3月份零售销售数据。平均而言，经济学家预计销售额将强劲反弹，销售额将增长5.9%，而2月份则下降了3%。不包括汽车在内的核心零售额预计将增长5%，扭转上个月2.7%的降幅。自去年实施封锁措施以来，零售额在短短四个月内就实现了增长，最近一次是1月份增长了5.3%。</blockquote>If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.<blockquote>如果销售额按预期增长，这将是一个很好的迹象，表明最新一轮1400美元的直接支票正在进入经济，提供白宫打算的刺激措施。错过可能表明资金被转移到其他途径，例如储蓄或资产购买。纽约联储上周表示，每一美元的刺激资金中有42美分被节省下来，而25%的资金被支出，其余的用于偿还债务。</blockquote>Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&amp;P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.<blockquote>通货再膨胀交易：对于股市来说，强劲的零售销售数据可能会启动有利于周期性股票的通货再膨胀交易，而周期性股票最近已经失去了动力。尽管发生了一系列影响市场的事件，但标准普尔指数（NYSEARCA：SPDR标普500指数ETF）仍难以在两个方向上获得牵引力，本周下跌0.1%。</blockquote>“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.<blockquote>瑞银全球财富管理首席信息官马克·海菲尔表示：“通货再膨胀交易一直在放春假。”据彭博社报道，他补充道，随着疫苗接种的推出和经济的复苏，“我们认为投资者应该继续为通货再膨胀做好准备”。金融股（NYSEARCA：XLF）、工业股（NYSEARCA：XLI）和能源股（NYSEARCA：XLE）可能会跑赢大盘。</blockquote>Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.<blockquote>巴克莱策略师Emmanuel Cau表示，价值作为对冲过热的手段具有吸引力，但他对休闲、食品零售和汽车不太乐观。</blockquote>Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.<blockquote>经济加速，但仍然温和：美联储昨天发布的褐皮书称，美国经济正在以温和的速度加速，而一些受疫情打击最严重的行业正显示出复苏的迹象。</blockquote>\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.<blockquote>报告称：“旅游业报告更加乐观，这得益于春假、疫情相关限制放松、疫苗接种增加以及最近的刺激付款等因素对休闲活动和旅行需求的回升。”</blockquote>Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"<blockquote>DataTrek Research写道，经济增长和消费者支出“在过去6周内加速，被压抑的休闲活动和旅行需求开始实现”。“通胀加剧，企业同时面临劳动力短缺和供应链中断。最终，我们继续同意美联储的观点，即近期通胀是暂时性的，而不是结构性的，因此我们认为鲍威尔主席不会将这些通胀压力视为一个重大危险信号。”</blockquote>\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"<blockquote>DataTrek补充道：“此外，最新的美联储褐皮书报告继续显示雇主在让工人重返劳动力市场方面面临的挑战。”“随着疫苗的推出和儿童保育变得更加容易，这需要时间，这些因素超出了鲍威尔主席的控制范围。这就是为什么他和美联储继续暗示至少在2022年之前将利率维持在接近零的水平，以让经济足够热以实现他们的双重使命。”</blockquote>ARK Invest snaps up Coinbase<blockquote>ARK Invest抢购Coinbase</blockquote>ARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.<blockquote>ARK Investment Management为三只不同的基金购买了新上市的Coinbase Global（纳斯达克：COIN）的股票，同时出售了其持有的部分特斯拉（纳斯达克：TSLA）股份。</blockquote>Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.<blockquote>Cathie Wood为ARK Fintech Innovation ETF（NYSEARCA：ARKF）购买了89,589股Coinbase股票。她为旗舰ARK Innovation ETF（NYSEARCA：ARKK）购买了512,535股加密货币交易平台股票。她还向ARK下一代互联网ETF（NYSEARCA：ARKW）添加了147,081股COIN股票。这相当于价值约2.46亿美元的Coinbase股票。</blockquote>\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.<blockquote>伍德告诉彭博社：“从现在到五年后，逢低买入（Coinbase）将会有很好的机会。”ARK认为机构兴趣可能会使比特币（BTC-USD）的价格增加50万美元。ARK从ARKK出售了185,712股特斯拉股票，从ARKW出售了57,043股该汽车制造商股票。特斯拉是ARKW和ARKK的最大持股。Coinbase昨天首次亮相就上涨了30%，但收盘时较当天开盘下跌。</blockquote>SpaceX valued at $74B<blockquote>SpaceX估值$74B</blockquote>SpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.<blockquote>根据美国证券交易委员会(SEC)提交的文件，SpaceX(SPACE)增加了上次股权融资的规模。该公司在之前报告的8.5亿美元的基础上又带来了3.14亿美元。新的1.16 B美元的股权融资总额使SpaceX的估值约为740亿美元。</blockquote>Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.<blockquote>SpaceX的投资者可能会从Starlink(STRLK)互联网卫星业务中寻求回报。有人猜测Starlink将在某个时候通过IPO获得自由。看看SpaceX的发射计划，最早计划在2022年进行月球之旅，猎鹰9号火箭将代表阿拉伯联合酋长国运送一辆探索漫游车。</blockquote>Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.<blockquote>据称，自动驾驶卡车初创公司TuSimple已通过IPO筹集了1.35 B美元。</blockquote>Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.<blockquote>据称，自动驾驶卡车初创公司TuSimple(TSP)在IPO中筹集了1.35 B美元，股价为40美元，高于之前的区间。据彭博社报道，图森未来和一名售股股东以每股40美元的价格出售了3400万股股票，高于35-39美元的预估价格。</blockquote>The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).<blockquote>该公司得到了战略投资者的支持，包括大众汽车公司（OTCPK：VLKAF）的重型卡车业务Traton Group、Navistar（纽约证券交易所：NAV）、固特异（纳斯达克：GT）、U.S.Xpress（纽约证券交易所：USX）、NVIDIA（纳斯达克：NVDA）和联合包裹服务公司（纽约证券交易所：UPS）。</blockquote>Lucid Motors says its new electric vehicle is ready for the cold stuff<blockquote>Lucid Motors表示其新型电动汽车已做好应对寒冷天气的准备</blockquote>Lucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.<blockquote>Lucid Motors(LUCIDM)更新了Lucid Air在-40摄氏度下进行的寒冷天气测试。</blockquote>\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"<blockquote>“Lucid Air达到了所有寒冷天气测试目标，从快速预热到启动、充电等。尽管气温很低，但机舱的安静度还是很显著的。通常情况下，随着温度的下降，车辆的内部部件会变得更加嘈杂。不是Lucid Air。它的NVH方面——或噪音、振动和声振粗糙度——测试得非常好。对于豪华车车主来说，这是一个至关重要的结果。”</blockquote>What else is happening...<blockquote>还发生了什么...</blockquote>Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.<blockquote>台积电(NYSE：TSM)每股收益超过预期0.04美元，营收超出预期。Shopify(NYSE：SHOP)在增长推动下失去了一些关键高管。比特币(BTC-USD)徘徊在历史新高附近。石油(CL1：COM)触及3月中旬以来的最高水平强劲的需求前景。高盛表示，由于绿色转型，铜(HG1：COM)将在2025年达到15,000美元/吨。阿斯利康(纳斯达克：AZN)的COVID-19疫苗在印度研究中击败了Ocugen的Covaxinin。</blockquote>Today's Markets<blockquote>今日市场</blockquote>In Asia,Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.<blockquote>在亚洲，日本+0.1%。香港-0.4%。中国-0.5%。印度+0.6%。</blockquote>In Europe,at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.<blockquote>在欧洲，午盘，伦敦+0.4%。巴黎+0.3%。法兰克福+0.3%。</blockquote>Futures at 6:20,Dow+0.4%. S&amp;P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.<blockquote>6点20分期货，道指+0.4%。标准普尔+0.4%。纳斯达克+0.5%。原油-0.7%至62.70美元。黄金上涨0.6%，至1747.60美元。比特币-2%至62311美元。</blockquote>Ten-year Treasury Yield-2 bps to1.615%<blockquote>十年期国债收益率-2个基点至1.615%</blockquote>Today's Economic Calendar<blockquote>今日经济日历</blockquote>8:30&nbsp;Initial Jobless Claims<blockquote>8:30首次申请失业救济人数</blockquote>8:30&nbsp;Philly Fed Business Outlook<blockquote>8:30费城联储商业展望</blockquote>8:30&nbsp;Retail Sales<blockquote>8:30零售额</blockquote>8:30&nbsp;Empire State Mfg Survey<blockquote>8:30帝国大厦制造业调查</blockquote>9:15&nbsp;Industrial Production<blockquote>9:15工业生产</blockquote>10:00&nbsp;Business Inventories<blockquote>10:00业务库存</blockquote>10:00&nbsp;NAHB Housing Market Index<blockquote>10:00 NAHB房地产市场指数</blockquote>10:30&nbsp;EIA Natural Gas Inventory<blockquote>10:30 EIA天然气库存</blockquote>11:30&nbsp;Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"<blockquote>11:30美联储博斯蒂克：《大西洋月刊进展报告：黑人社区状况》</blockquote>2:00 PMFed’s Daly Speech<blockquote>下午2:00美联储戴利演讲</blockquote>4:00 PMFed’s Mester: \"Economic Inclusion\"<blockquote>下午4:00美联储梅斯特：“经济包容性”</blockquote>4:00 PMTreasury International Capital<blockquote>下午4:00财资国际资本</blockquote>4:30 PMFed Balance Sheet<blockquote>下午4:30美联储资产负债表</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/article/4419172-wall-street-breakfast-retail-rebound\">seekingalpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4419172-wall-street-breakfast-retail-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128319234","content_text":"Retail reboundThe market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"ARK Invest snaps up CoinbaseARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.SpaceX valued at $74BSpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).Lucid Motors says its new electric vehicle is ready for the cold stuffLucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"What else is happening...Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.Today's MarketsIn Asia,Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.In Europe,at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.Futures at 6:20,Dow+0.4%. S&P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.Ten-year Treasury Yield-2 bps to1.615%Today's Economic Calendar8:30 Initial Jobless Claims8:30 Philly Fed Business Outlook8:30 Retail Sales8:30 Empire State Mfg Survey9:15 Industrial Production10:00 Business Inventories10:00 NAHB Housing Market Index10:30 EIA Natural Gas Inventory11:30 Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"2:00 PMFed’s Daly Speech4:00 PMFed’s Mester: \"Economic Inclusion\"4:00 PMTreasury International Capital4:30 PMFed Balance Sheet","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":452,"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":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/347840112"}