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2021-10-20
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Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":859253294,"tweetId":"859253294","gmtCreate":1634702823359,"gmtModify":1634702990183,"author":{"id":4087691982117120,"idStr":"4087691982117120","authorId":4087691982117120,"authorIdStr":"4087691982117120","name":"triu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like </p></body></html>","htmlText":"<html><head></head><body><p>Like </p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/859253294","repostId":1126698054,"repostType":2,"repost":{"id":"1126698054","kind":"news","pubTimestamp":1634698575,"share":"https://www.laohu8.com/m/news/1126698054?lang=zh_CN&edition=full","pubTime":"2021-10-20 10:56","market":"us","language":"en","title":"Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126698054","media":"CNN Business","summary":"New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Ch","content":"<p><b>New York (CNN Business) - </b>Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022?</p><p><blockquote><b>纽约（CNN商业）——</b>忘掉格林奇吧：看起来供应链中断可能会偷走今年的圣诞节。但这些问题会在2022年初得到解决吗？</blockquote></p><p> Several retailers, manufacturers and economists have all warned that global supply chain constraints will lead to not only fewer discounts during the holidays but also result in a potential dearth of products on store shelves.</p><p><blockquote>多家零售商、制造商和经济学家都警告称，全球供应链限制不仅会导致假期折扣减少，还会导致商店货架上的产品可能短缺。</blockquote></p><p> Still, some executives and market experts think the worst may be over in just a few months.</p><p><blockquote>尽管如此，一些高管和市场专家认为，最糟糕的时期可能会在短短几个月内过去。</blockquote></p><p> JPMorgan Chase(JPM) CEO Jamie Dimon said during an earnings call with reporters last week that supply chain woes will be a distant memory by this time next year.</p><p><blockquote>摩根大通（JPM）首席执行官杰米·戴蒙（Jamie Dimon）上周在与记者举行的财报看涨期权上表示，到明年这个时候，供应链困境将成为遥远的记忆。</blockquote></p><p> \"There's a very good chance that a year from now that we won't be talking about supply chains at all,\" Dimon said.</p><p><blockquote>戴蒙表示：“一年后我们很有可能根本不会谈论供应链。”</blockquote></p><p> Others note that major companies and transportation operators are also taking steps to alleviate the problems.</p><p><blockquote>其他人指出，大公司和运输运营商也在采取措施缓解这些问题。</blockquote></p><p> Jack Janasiewicz, a portfolio strategist at Natixis Investment Managers, pointed out in an email that giant companies such as Toyota(TM),Samsung(SSNLF) and Intel(INTC) are planning to ramp up output during the final few months of the year, in part due to increased availability of key components.</p><p><blockquote>Natixis Investment Managers的投资组合策略师Jack Janasiewicz在一封电子邮件中指出，丰田(TM)、三星(SSNLF)和英特尔(INTC)等巨头公司正计划在今年最后几个月提高产量，部分原因是关键零部件的可用性增加。</blockquote></p><p> Major ports such as Long Beach and Los Angeles are also now looking to keep their operations open 24/7 to deal with supply chain bottlenecks.</p><p><blockquote>长滩和洛杉矶等主要港口现在也希望保持全天候运营，以应对供应链瓶颈。</blockquote></p><p> \"Congestion issues may be past peak, with the potential for greater fluidity and volume on the horizon,\" Citi analyst Christian Wetherbee said in a report last week. \"This is evident in early signs of decongestion at ports in the US and Asia.\"</p><p><blockquote>花旗分析师克里斯蒂安·韦瑟比(Christian Wetherbee)在上周的一份报告中表示：“拥堵问题可能已经过去，流动性和交易量可能会增加。”“这在美国和亚洲港口拥堵缓解的早期迹象中显而易见。”</blockquote></p><p> Meanwhile executives from Walmart(WMT),Target(TGT),FedEx(FDX) and UPS(UPS) met with President Joe Biden to try to find solutions for the problems impacting retailers and shippers.</p><p><blockquote>与此同时，沃尔玛(WMT)、塔吉特(TGT)、联邦快递(FDX)和联合包裹(UPS)的高管会见了总统乔·拜登，试图为影响零售商和托运人的问题找到解决方案。</blockquote></p><p> \"The global supply chain has been stretched remarkably thin,\" analysts at Jefferies said in a recent report. But they added that \"we may be already witnessing the worst of it,\" and the \"impact is likely to ease\" by the first half of 2022.</p><p><blockquote>杰富瑞(Jefferies)分析师在最近的一份报告中表示：“全球供应链已经非常薄弱。”但他们补充说，“我们可能已经目睹了最糟糕的情况”，到2022年上半年，“影响可能会缓解”。</blockquote></p><p> <b>Problems may persist longer than some companies expect</b></p><p><blockquote><b>问题持续的时间可能比一些公司预期的要长</b></blockquote></p><p> But it's possible some companies and strategists are being too optimistic.</p><p><blockquote>但一些公司和策略师可能过于乐观。</blockquote></p><p> Profits could take a hit due to shipping delays. There are also legitimate worries that the problems will lead to higher prices for the foreseeable future — and that some consumers may delay purchases of non-essential items as a result.</p><p><blockquote>由于运输延误，利润可能会受到打击。人们也有理由担心，在可预见的未来，这些问题将导致价格上涨，一些消费者可能会因此推迟购买非必需品。</blockquote></p><p> What's more, the issue isn't just about shipping overseas goods to the United States.Domestic truckers may not have enough capacity to handle all the products that need to go from ports to warehouses and stores.</p><p><blockquote>更重要的是，这个问题不仅仅是将海外商品运送到美国。国内卡车司机可能没有足够的能力来处理所有需要从港口到仓库和商店的产品。</blockquote></p><p> For example, European dairy and plant-based food conglomerate Danone(DANOY) warned of higher prices ahead in a sales call with analysts Tuesday. The main culprit: trucking-related issues.</p><p><blockquote>例如，欧洲乳制品和植物性食品集团达能(DANOY)周二在与分析师的销售看涨期权中警告称，未来价格将上涨。罪魁祸首：卡车运输相关问题。</blockquote></p><p> \"Part of the inflation we are seeing in the [second half] of this year is because of the transportation tensions. Let's be extremely clear because we see spot rates for trucks in the US at a record level,\" said Juergen Esser, Danone's chief financial, technology and data officer.</p><p><blockquote>达能首席执行官于尔根·埃塞尔(Juergen Esser)表示：“我们今年（下半年）看到的通胀部分原因是运输紧张。让我们非常明确，因为我们看到美国卡车的即期运价处于创纪录水平。”财务、技术和数据官。</blockquote></p><p> With that in mind, Esser said Danone could face higher transportation costs of about 7% to 9%. That will either wind up hurting investors with lower margins, or hurting consumers, who may find themselves paying more for yogurt at the supermarket.</p><p><blockquote>考虑到这一点，埃塞尔表示，达能可能面临约7%至9%的更高运输成本。这要么最终伤害利润率较低的投资者，要么伤害消费者，他们可能会发现自己在超市为酸奶支付更多费用。</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>Why some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</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\">\nWhy some say the worst of the supply chain woes are near an end<blockquote>为什么有人说供应链最糟糕的困境即将结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-10-20 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>New York (CNN Business) - </b>Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022?</p><p><blockquote><b>纽约（CNN商业）——</b>忘掉格林奇吧：看起来供应链中断可能会偷走今年的圣诞节。但这些问题会在2022年初得到解决吗？</blockquote></p><p> Several retailers, manufacturers and economists have all warned that global supply chain constraints will lead to not only fewer discounts during the holidays but also result in a potential dearth of products on store shelves.</p><p><blockquote>多家零售商、制造商和经济学家都警告称，全球供应链限制不仅会导致假期折扣减少，还会导致商店货架上的产品可能短缺。</blockquote></p><p> Still, some executives and market experts think the worst may be over in just a few months.</p><p><blockquote>尽管如此，一些高管和市场专家认为，最糟糕的时期可能会在短短几个月内过去。</blockquote></p><p> JPMorgan Chase(JPM) CEO Jamie Dimon said during an earnings call with reporters last week that supply chain woes will be a distant memory by this time next year.</p><p><blockquote>摩根大通（JPM）首席执行官杰米·戴蒙（Jamie Dimon）上周在与记者举行的财报看涨期权上表示，到明年这个时候，供应链困境将成为遥远的记忆。</blockquote></p><p> \"There's a very good chance that a year from now that we won't be talking about supply chains at all,\" Dimon said.</p><p><blockquote>戴蒙表示：“一年后我们很有可能根本不会谈论供应链。”</blockquote></p><p> Others note that major companies and transportation operators are also taking steps to alleviate the problems.</p><p><blockquote>其他人指出，大公司和运输运营商也在采取措施缓解这些问题。</blockquote></p><p> Jack Janasiewicz, a portfolio strategist at Natixis Investment Managers, pointed out in an email that giant companies such as Toyota(TM),Samsung(SSNLF) and Intel(INTC) are planning to ramp up output during the final few months of the year, in part due to increased availability of key components.</p><p><blockquote>Natixis Investment Managers的投资组合策略师Jack Janasiewicz在一封电子邮件中指出，丰田(TM)、三星(SSNLF)和英特尔(INTC)等巨头公司正计划在今年最后几个月提高产量，部分原因是关键零部件的可用性增加。</blockquote></p><p> Major ports such as Long Beach and Los Angeles are also now looking to keep their operations open 24/7 to deal with supply chain bottlenecks.</p><p><blockquote>长滩和洛杉矶等主要港口现在也希望保持全天候运营，以应对供应链瓶颈。</blockquote></p><p> \"Congestion issues may be past peak, with the potential for greater fluidity and volume on the horizon,\" Citi analyst Christian Wetherbee said in a report last week. \"This is evident in early signs of decongestion at ports in the US and Asia.\"</p><p><blockquote>花旗分析师克里斯蒂安·韦瑟比(Christian Wetherbee)在上周的一份报告中表示：“拥堵问题可能已经过去，流动性和交易量可能会增加。”“这在美国和亚洲港口拥堵缓解的早期迹象中显而易见。”</blockquote></p><p> Meanwhile executives from Walmart(WMT),Target(TGT),FedEx(FDX) and UPS(UPS) met with President Joe Biden to try to find solutions for the problems impacting retailers and shippers.</p><p><blockquote>与此同时，沃尔玛(WMT)、塔吉特(TGT)、联邦快递(FDX)和联合包裹(UPS)的高管会见了总统乔·拜登，试图为影响零售商和托运人的问题找到解决方案。</blockquote></p><p> \"The global supply chain has been stretched remarkably thin,\" analysts at Jefferies said in a recent report. But they added that \"we may be already witnessing the worst of it,\" and the \"impact is likely to ease\" by the first half of 2022.</p><p><blockquote>杰富瑞(Jefferies)分析师在最近的一份报告中表示：“全球供应链已经非常薄弱。”但他们补充说，“我们可能已经目睹了最糟糕的情况”，到2022年上半年，“影响可能会缓解”。</blockquote></p><p> <b>Problems may persist longer than some companies expect</b></p><p><blockquote><b>问题持续的时间可能比一些公司预期的要长</b></blockquote></p><p> But it's possible some companies and strategists are being too optimistic.</p><p><blockquote>但一些公司和策略师可能过于乐观。</blockquote></p><p> Profits could take a hit due to shipping delays. There are also legitimate worries that the problems will lead to higher prices for the foreseeable future — and that some consumers may delay purchases of non-essential items as a result.</p><p><blockquote>由于运输延误，利润可能会受到打击。人们也有理由担心，在可预见的未来，这些问题将导致价格上涨，一些消费者可能会因此推迟购买非必需品。</blockquote></p><p> What's more, the issue isn't just about shipping overseas goods to the United States.Domestic truckers may not have enough capacity to handle all the products that need to go from ports to warehouses and stores.</p><p><blockquote>更重要的是，这个问题不仅仅是将海外商品运送到美国。国内卡车司机可能没有足够的能力来处理所有需要从港口到仓库和商店的产品。</blockquote></p><p> For example, European dairy and plant-based food conglomerate Danone(DANOY) warned of higher prices ahead in a sales call with analysts Tuesday. The main culprit: trucking-related issues.</p><p><blockquote>例如，欧洲乳制品和植物性食品集团达能(DANOY)周二在与分析师的销售看涨期权中警告称，未来价格将上涨。罪魁祸首：卡车运输相关问题。</blockquote></p><p> \"Part of the inflation we are seeing in the [second half] of this year is because of the transportation tensions. Let's be extremely clear because we see spot rates for trucks in the US at a record level,\" said Juergen Esser, Danone's chief financial, technology and data officer.</p><p><blockquote>达能首席执行官于尔根·埃塞尔(Juergen Esser)表示：“我们今年（下半年）看到的通胀部分原因是运输紧张。让我们非常明确，因为我们看到美国卡车的即期运价处于创纪录水平。”财务、技术和数据官。</blockquote></p><p> With that in mind, Esser said Danone could face higher transportation costs of about 7% to 9%. That will either wind up hurting investors with lower margins, or hurting consumers, who may find themselves paying more for yogurt at the supermarket.</p><p><blockquote>考虑到这一点，埃塞尔表示，达能可能面临约7%至9%的更高运输成本。这要么最终伤害利润率较低的投资者，要么伤害消费者，他们可能会发现自己在超市为酸奶支付更多费用。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html\">CNN Business</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",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/10/19/investing/supply-chain-economy/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126698054","content_text":"New York (CNN Business) - Forget about The Grinch: It looks likesupply chain disruptionsmay steal Christmas this year. But will these problems be resolved by early 2022?\nSeveral retailers, manufacturers and economists have all warned that global supply chain constraints will lead to not only fewer discounts during the holidays but also result in a potential dearth of products on store shelves.\nStill, some executives and market experts think the worst may be over in just a few months.\nJPMorgan Chase(JPM) CEO Jamie Dimon said during an earnings call with reporters last week that supply chain woes will be a distant memory by this time next year.\n\"There's a very good chance that a year from now that we won't be talking about supply chains at all,\" Dimon said.\nOthers note that major companies and transportation operators are also taking steps to alleviate the problems.\nJack Janasiewicz, a portfolio strategist at Natixis Investment Managers, pointed out in an email that giant companies such as Toyota(TM),Samsung(SSNLF) and Intel(INTC) are planning to ramp up output during the final few months of the year, in part due to increased availability of key components.\nMajor ports such as Long Beach and Los Angeles are also now looking to keep their operations open 24/7 to deal with supply chain bottlenecks.\n\"Congestion issues may be past peak, with the potential for greater fluidity and volume on the horizon,\" Citi analyst Christian Wetherbee said in a report last week. \"This is evident in early signs of decongestion at ports in the US and Asia.\"\nMeanwhile executives from Walmart(WMT),Target(TGT),FedEx(FDX) and UPS(UPS) met with President Joe Biden to try to find solutions for the problems impacting retailers and shippers.\n\"The global supply chain has been stretched remarkably thin,\" analysts at Jefferies said in a recent report. But they added that \"we may be already witnessing the worst of it,\" and the \"impact is likely to ease\" by the first half of 2022.\nProblems may persist longer than some companies expect\nBut it's possible some companies and strategists are being too optimistic.\nProfits could take a hit due to shipping delays. There are also legitimate worries that the problems will lead to higher prices for the foreseeable future — and that some consumers may delay purchases of non-essential items as a result.\nWhat's more, the issue isn't just about shipping overseas goods to the United States.Domestic truckers may not have enough capacity to handle all the products that need to go from ports to warehouses and stores.\nFor example, European dairy and plant-based food conglomerate Danone(DANOY) warned of higher prices ahead in a sales call with analysts Tuesday. The main culprit: trucking-related issues.\n\"Part of the inflation we are seeing in the [second half] of this year is because of the transportation tensions. Let's be extremely clear because we see spot rates for trucks in the US at a record level,\" said Juergen Esser, Danone's chief financial, technology and data officer.\nWith that in mind, Esser said Danone could face higher transportation costs of about 7% to 9%. That will either wind up hurting investors with lower margins, or hurting consumers, who may find themselves paying more for yogurt at the supermarket.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3540,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/859253294"}
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