Ok_老虎社区_美港股上老虎

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":630564369,"tweetId":"630564369","gmtCreate":1642991732082,"gmtModify":1642991732413,"author":{"id":3577534578357163,"idStr":"3577534578357163","authorId":3577534578357163,"authorIdStr":"3577534578357163","name":"Mingfa","avatar":"https://static.tigerbbs.com/340b8324f26ec1c3e73989bb35cae23b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630564369","repostId":1161260801,"repostType":4,"repost":{"id":"1161260801","kind":"news","pubTimestamp":1642989834,"share":"https://www.laohu8.com/m/news/1161260801?lang=zh_CN&edition=full","pubTime":"2022-01-24 10:03","market":"us","language":"en","title":"The Stock Market Just Suffered Its Worst Week Since 2020. Here’s What Comes Next.<blockquote>股市刚刚经历了2020年以来最糟糕的一周。接下来是什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161260801","media":"Barrons","summary":"A bad start to 2022 just got a whole lot worse.The Dow Jones Industrial Average declined 1646.44 poi","content":"<html><head></head><body>A bad start to 2022 just got a whole lot worse.<blockquote><html><head></head><body>2022年的糟糕开局只会变得更糟。</body></html></blockquote>The Dow Jones Industrial Average declined 1646.44 points, or 4.6%, this past week. That looked stellar next to the S&amp;P 500, which fell 5.7%, and the Nasdaq Composite, which dropped 7.6% and is now down 14% from its all-time high, hit back in November. All three suffered their worst weeks since 2020.<blockquote>道琼斯工业平均指数上周下跌1646.44点，跌幅4.6%。与下跌 5.7% 的标普500指数和下跌 7.6%、目前较 11 月份历史高点下跌 14% 的纳斯达克综合指数相比，这看起来非常出色。这三个人都经历了自2020年以来最糟糕的几周。</blockquote>The drops make a strange kind of sense. Last year’s gains were fueled by a combination of easy monetary policy from the Federal Reserve, generous handouts from the federal government, and booming corporate earnings. Earnings should still be solid—corporate profits are on pace to grow by 24% during the fourth quarter, according to Refinitiv data—but the dollars have stopped flowing out of Washington and the Fed is preparing to raise interest rates. Against that backdrop, the market’s declines are logical. “It’s a rational response to the environment,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.<blockquote>这些水滴有一种奇怪的意义。去年的收益得益于美联储宽松的货币政策、联邦政府的慷慨施舍以及企业盈利的蓬勃发展。盈利应该仍然稳健——根据路孚特的数据，第四季度企业利润有望增长 24%——但美元已经停止流出华盛顿，美联储正准备加息。在此背景下，市场下跌是合乎逻辑的。“CIBC Private Wealth US 首席投资官 Dave Donabedian 说：”这是对环境的理性回应。</blockquote>Rational it may be, but the decline has been painful for investors who have been trained to buy on the dips. The week featured two consecutive 1% rallies by the Nasdaq Composite that turned into losses by the end of the day. Thursday’s reversal was a particularly rare event. The Nasdaq 100 was up 2% before giving back its gains and finishing down 1.3%, just the seventh time over the past 10 years it has seen a gain of 1.5% or more turn into a 1% loss.<blockquote>这可能是合理的，但对于受过逢低买入训练的投资者来说，这种下跌是痛苦的。本周纳斯达克综合指数连续两次上涨 1%，但在当天结束时转为下跌。周四的逆转尤为罕见。纳斯达克 100 指数上涨 2%，随后回吐涨幅，收盘下跌 1.3%，这是过去 10 年来第七次上涨 1.5% 或以上变为下跌 1%。</blockquote>The good news is that the index was higher one week later in five of six cases, notes Susquehanna Financial Group analyst Christopher Jacobson. “[For] those looking for signs of optimism...those past moves could offer some solace,” he writes. The bad news: The sample size is very, very small.<blockquote>Susquehanna Financial Group 分析师克里斯托弗·雅各布森 (Christopher Jacobson) 指出，好消息是，一周后，六个案例中有五个案例的指数走高。“他写道：”[对于]那些寻找乐观迹象的人来说.....过去的那些举动可以提供一些安慰。坏消息是：样本量非常非常小。</blockquote>It’s hard to be optimistic when the Nasdaq’s highest-flying stocks keep finding ways to disappoint investors. The biggest shockers, of course, came from Peloton Interactive (ticker: PTON) and Netflix (NFLX). Peloton lost 14% of its value this past week after a report that it would be halting production during February and March. Peloton denied the shutdown plans but acknowledged that it had to right-size its business, given lower demand for its bikes and treadmills. Netflix, meanwhile, dropped 24% after it told investors it expected to add just 2.5 million subscribers during the first quarter of 2022, well below forecasts for 5.7 million. It makes you wonder what the coming week will bring, when the likes of Apple (AAPL) and Tesla (TSLA) report.<blockquote>当纳斯达克涨幅最高的股票不断想方设法让投资者失望时，很难让人感到乐观。当然，最大的震惊来自 Peloton Interactive（股票代码：PTON）和 Netflix（NFLX）。在有报道称 Peloton 将在 2 月和 3 月停止生产后，上周其价值下跌了 14%。Peloton否认了关闭计划，但承认，鉴于对自行车和跑步机的需求较低，它必须调整业务规模。与此同时，Netflix 告诉投资者，预计 2022 年第一季度仅新增 250 万用户，远低于 570 万的预测，股价下跌 24%。当苹果 (AAPL) 和特斯拉 (TSLA) 等公司发布报告时，你会想知道未来一周会发生什么。</blockquote>Wolfe Research analyst Chris Senyek notes that in 2000, the dot-com bubble popped because of a combination of Fed tightening and some big earnings misses. That’s not his base case, but with the Fed tightening once again and expectations for spending on technology very strong, it wouldn’t take much for a repeat. “We expect the overall market and tech companies to put up solid mid- to high-single digits EPS beats, which should improve sentiment,” Senyek writes. “However, if we’re wrong, there could be a lot more downside ahead.”<blockquote>Wolfe Research 分析师 Chris Senyek 指出，2000 年，由于美联储紧缩政策和一些重大盈利损失，互联网泡沫破裂。这不是他的基本观点，但随着美联储再次紧缩政策，对科技支出的预期非常强烈，这种情况再次发生并不需要太多时间。“Senyek 写道：”我们预计整体市场和科技公司的每股收益将达到中高个位数，这将改善市场情绪。“然而，如果我们错了，未来可能会有更多的负面影响”。</blockquote>Either way, the days of tech outperformance look like they’re finally ending, says Evercore ISI strategist Julian Emanuel. With the economy growing fast, inflation growing faster, and rising rates on the table, value stocks may be ready to pounce after 15 years of underperforming. “People are just coming to grips with that,” Emanuel says. “It’s causing more instability in the marketplace.”<blockquote>Evercore ISI 策略师朱利安-伊曼纽尔（Julian Emanuel）说，无论如何，科技股表现优异的日子似乎终于要结束了。随着经济快速增长、通胀加快以及利率上升，价值股在经历了 15 年的表现不佳后可能已经准备好猛攻。“伊曼纽尔说：”人们正在接受这一点。“这给市场造成了更多的不稳定”。</blockquote>Expect it to continue.<blockquote>期待它继续下去。</blockquote></body></html><blockquote></blockquote>","source":"lsy1601382232898","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 Stock Market Just Suffered Its Worst Week Since 2020. Here’s What Comes Next.<blockquote>股市刚刚经历了2020年以来最糟糕的一周。接下来是什么。</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 Stock Market Just Suffered Its Worst Week Since 2020. Here’s What Comes Next.<blockquote>股市刚刚经历了2020年以来最糟糕的一周。接下来是什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2022-01-24 10:03\n\n</h4>\n</header>\n<article>\n<html><head></head><body>A bad start to 2022 just got a whole lot worse.<blockquote><html><head></head><body>2022年的糟糕开局只会变得更糟。</body></html></blockquote>The Dow Jones Industrial Average declined 1646.44 points, or 4.6%, this past week. That looked stellar next to the S&amp;P 500, which fell 5.7%, and the Nasdaq Composite, which dropped 7.6% and is now down 14% from its all-time high, hit back in November. All three suffered their worst weeks since 2020.<blockquote>道琼斯工业平均指数上周下跌1646.44点，跌幅4.6%。与下跌 5.7% 的标普500指数和下跌 7.6%、目前较 11 月份历史高点下跌 14% 的纳斯达克综合指数相比，这看起来非常出色。这三个人都经历了自2020年以来最糟糕的几周。</blockquote>The drops make a strange kind of sense. Last year’s gains were fueled by a combination of easy monetary policy from the Federal Reserve, generous handouts from the federal government, and booming corporate earnings. Earnings should still be solid—corporate profits are on pace to grow by 24% during the fourth quarter, according to Refinitiv data—but the dollars have stopped flowing out of Washington and the Fed is preparing to raise interest rates. Against that backdrop, the market’s declines are logical. “It’s a rational response to the environment,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.<blockquote>这些水滴有一种奇怪的意义。去年的收益得益于美联储宽松的货币政策、联邦政府的慷慨施舍以及企业盈利的蓬勃发展。盈利应该仍然稳健——根据路孚特的数据，第四季度企业利润有望增长 24%——但美元已经停止流出华盛顿，美联储正准备加息。在此背景下，市场下跌是合乎逻辑的。“CIBC Private Wealth US 首席投资官 Dave Donabedian 说：”这是对环境的理性回应。</blockquote>Rational it may be, but the decline has been painful for investors who have been trained to buy on the dips. The week featured two consecutive 1% rallies by the Nasdaq Composite that turned into losses by the end of the day. Thursday’s reversal was a particularly rare event. The Nasdaq 100 was up 2% before giving back its gains and finishing down 1.3%, just the seventh time over the past 10 years it has seen a gain of 1.5% or more turn into a 1% loss.<blockquote>这可能是合理的，但对于受过逢低买入训练的投资者来说，这种下跌是痛苦的。本周纳斯达克综合指数连续两次上涨 1%，但在当天结束时转为下跌。周四的逆转尤为罕见。纳斯达克 100 指数上涨 2%，随后回吐涨幅，收盘下跌 1.3%，这是过去 10 年来第七次上涨 1.5% 或以上变为下跌 1%。</blockquote>The good news is that the index was higher one week later in five of six cases, notes Susquehanna Financial Group analyst Christopher Jacobson. “[For] those looking for signs of optimism...those past moves could offer some solace,” he writes. The bad news: The sample size is very, very small.<blockquote>Susquehanna Financial Group 分析师克里斯托弗·雅各布森 (Christopher Jacobson) 指出，好消息是，一周后，六个案例中有五个案例的指数走高。“他写道：”[对于]那些寻找乐观迹象的人来说.....过去的那些举动可以提供一些安慰。坏消息是：样本量非常非常小。</blockquote>It’s hard to be optimistic when the Nasdaq’s highest-flying stocks keep finding ways to disappoint investors. The biggest shockers, of course, came from Peloton Interactive (ticker: PTON) and Netflix (NFLX). Peloton lost 14% of its value this past week after a report that it would be halting production during February and March. Peloton denied the shutdown plans but acknowledged that it had to right-size its business, given lower demand for its bikes and treadmills. Netflix, meanwhile, dropped 24% after it told investors it expected to add just 2.5 million subscribers during the first quarter of 2022, well below forecasts for 5.7 million. It makes you wonder what the coming week will bring, when the likes of Apple (AAPL) and Tesla (TSLA) report.<blockquote>当纳斯达克涨幅最高的股票不断想方设法让投资者失望时，很难让人感到乐观。当然，最大的震惊来自 Peloton Interactive（股票代码：PTON）和 Netflix（NFLX）。在有报道称 Peloton 将在 2 月和 3 月停止生产后，上周其价值下跌了 14%。Peloton否认了关闭计划，但承认，鉴于对自行车和跑步机的需求较低，它必须调整业务规模。与此同时，Netflix 告诉投资者，预计 2022 年第一季度仅新增 250 万用户，远低于 570 万的预测，股价下跌 24%。当苹果 (AAPL) 和特斯拉 (TSLA) 等公司发布报告时，你会想知道未来一周会发生什么。</blockquote>Wolfe Research analyst Chris Senyek notes that in 2000, the dot-com bubble popped because of a combination of Fed tightening and some big earnings misses. That’s not his base case, but with the Fed tightening once again and expectations for spending on technology very strong, it wouldn’t take much for a repeat. “We expect the overall market and tech companies to put up solid mid- to high-single digits EPS beats, which should improve sentiment,” Senyek writes. “However, if we’re wrong, there could be a lot more downside ahead.”<blockquote>Wolfe Research 分析师 Chris Senyek 指出，2000 年，由于美联储紧缩政策和一些重大盈利损失，互联网泡沫破裂。这不是他的基本观点，但随着美联储再次紧缩政策，对科技支出的预期非常强烈，这种情况再次发生并不需要太多时间。“Senyek 写道：”我们预计整体市场和科技公司的每股收益将达到中高个位数，这将改善市场情绪。“然而，如果我们错了，未来可能会有更多的负面影响”。</blockquote>Either way, the days of tech outperformance look like they’re finally ending, says Evercore ISI strategist Julian Emanuel. With the economy growing fast, inflation growing faster, and rising rates on the table, value stocks may be ready to pounce after 15 years of underperforming. “People are just coming to grips with that,” Emanuel says. “It’s causing more instability in the marketplace.”<blockquote>Evercore ISI 策略师朱利安-伊曼纽尔（Julian Emanuel）说，无论如何，科技股表现优异的日子似乎终于要结束了。随着经济快速增长、通胀加快以及利率上升，价值股在经历了 15 年的表现不佳后可能已经准备好猛攻。“伊曼纽尔说：”人们正在接受这一点。“这给市场造成了更多的不稳定”。</blockquote>Expect it to continue.<blockquote>期待它继续下去。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/stock-market-dow-nasdaq-sp-500-51642809808?mod=hp_LEAD_2\">Barrons</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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-dow-nasdaq-sp-500-51642809808?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161260801","content_text":"A bad start to 2022 just got a whole lot worse.The Dow Jones Industrial Average declined 1646.44 points, or 4.6%, this past week. That looked stellar next to the S&P 500, which fell 5.7%, and the Nasdaq Composite, which dropped 7.6% and is now down 14% from its all-time high, hit back in November. All three suffered their worst weeks since 2020.The drops make a strange kind of sense. Last year’s gains were fueled by a combination of easy monetary policy from the Federal Reserve, generous handouts from the federal government, and booming corporate earnings. Earnings should still be solid—corporate profits are on pace to grow by 24% during the fourth quarter, according to Refinitiv data—but the dollars have stopped flowing out of Washington and the Fed is preparing to raise interest rates. Against that backdrop, the market’s declines are logical. “It’s a rational response to the environment,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.Rational it may be, but the decline has been painful for investors who have been trained to buy on the dips. The week featured two consecutive 1% rallies by the Nasdaq Composite that turned into losses by the end of the day. Thursday’s reversal was a particularly rare event. The Nasdaq 100 was up 2% before giving back its gains and finishing down 1.3%, just the seventh time over the past 10 years it has seen a gain of 1.5% or more turn into a 1% loss.The good news is that the index was higher one week later in five of six cases, notes Susquehanna Financial Group analyst Christopher Jacobson. “[For] those looking for signs of optimism...those past moves could offer some solace,” he writes. The bad news: The sample size is very, very small.It’s hard to be optimistic when the Nasdaq’s highest-flying stocks keep finding ways to disappoint investors. The biggest shockers, of course, came from Peloton Interactive (ticker: PTON) and Netflix (NFLX). Peloton lost 14% of its value this past week after a report that it would be halting production during February and March. Peloton denied the shutdown plans but acknowledged that it had to right-size its business, given lower demand for its bikes and treadmills. Netflix, meanwhile, dropped 24% after it told investors it expected to add just 2.5 million subscribers during the first quarter of 2022, well below forecasts for 5.7 million. It makes you wonder what the coming week will bring, when the likes of Apple (AAPL) and Tesla (TSLA) report.Wolfe Research analyst Chris Senyek notes that in 2000, the dot-com bubble popped because of a combination of Fed tightening and some big earnings misses. That’s not his base case, but with the Fed tightening once again and expectations for spending on technology very strong, it wouldn’t take much for a repeat. “We expect the overall market and tech companies to put up solid mid- to high-single digits EPS beats, which should improve sentiment,” Senyek writes. “However, if we’re wrong, there could be a lot more downside ahead.”Either way, the days of tech outperformance look like they’re finally ending, says Evercore ISI strategist Julian Emanuel. With the economy growing fast, inflation growing faster, and rising rates on the table, value stocks may be ready to pounce after 15 years of underperforming. “People are just coming to grips with that,” Emanuel says. “It’s causing more instability in the marketplace.”Expect it to continue.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1439,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630564369"}