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2021-12-30

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2021-12-30

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2021-12-24

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Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>

2021-12-18

Which nft is gona moon?

2021-11-11

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Rivian opened around $106.68, or 36.77% above $78 IPO price.<blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格上涨36.77%。</blockquote>

2021-06-26

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These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>

2021-06-26

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2021-06-25

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2021-06-24

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2021-06-21

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2021-06-21

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2021-06-20

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2021-06-19

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2021-06-18

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2021-06-18

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2021-06-18

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2021-06-17

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2021-06-15

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2021-06-14

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2021-06-14

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11:44","market":"us","language":"en","title":"Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117383431","media":"Markets insider","summary":"Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year","content":"<p>Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.</p><p><blockquote>沃伦·巴菲特透露了两个大赌注，为自己的纳税习惯辩护，并承认了今年的几个错误。以下是他2021年的8大亮点。</blockquote></p><p> <ul>  <li>Warren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.</li>  <li>The Berkshire Hathaway chief defended his tax practices<b>&nbsp;and made a fortune on Apple.</b></li>  <li><b>Here are billionaire investor Buffett's eight highlights of 2021.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e08085f6ee8a3866f2c0f78fdc0f63\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett.</span></p><p><blockquote><ul><li>沃伦·巴菲特今年透露了两次大赌注，承认了错误，并抱怨投机者。</li><li>伯克希尔哈撒韦公司首席执行官为他的税务行为辩护<b>在苹果上发了大财。</b></li><li><b>以下是亿万富翁投资者巴菲特2021年的八大亮点。</b></li></ul><p class=\"t-img-caption\"><span>沃伦·巴菲特。</span></p></blockquote></p><p> Warren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.</p><p><blockquote>沃伦·巴菲特透露了数十亿美元的投资，承认犯了几个错误，并对今年市场上猖獗的投机行为表示遗憾。</blockquote></p><p> The renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill &amp; Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.</p><p><blockquote>这位著名投资者兼Berkshire Hathaway首席执行官还经受住了税务曝光，辞去了Bill&amp;Melinda Gates基金会受托人的职务，反思了他与查理·芒格数十年的友谊，并看到他在苹果的投资价值飙升。</blockquote></p><p> <b>Here are the 8 highlights of Buffett's year:</b></p><p><blockquote><b>以下是巴菲特这一年的8大亮点：</b></blockquote></p><p> <b>Chevron and Verizon</b></p><p><blockquote><b>雪佛龙和威瑞森</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a6a660c35780e87560d9d7518a755bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>CNBC</span></p><p><blockquote><p class=\"t-img-caption\"><span>CNBC</span></p></blockquote></p><p> Buffett started the year in style with his&nbsp;fourth-quarter portfolio update&nbsp;in February. He revealed a $4.1 billion stake in&nbsp;Chevron&nbsp;and a $8.6 billion position in&nbsp;Verizon, answering the question of which&nbsp;mystery stocks&nbsp;he had been buying in recent months.</p><p><blockquote>巴菲特在二月份更新了第四季度投资组合，以时尚的方式开启了新的一年。他透露了41亿美元的雪佛龙股份和86亿美元的威瑞森头寸，回答了他最近几个月一直在购买哪些神秘股票的问题。</blockquote></p><p> Berkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its&nbsp;Wells Fargo&nbsp;holdings and exited&nbsp;JPMorgan,PNC, and&nbsp;M&amp;T&nbsp;after slashing its positions in those banks in 2020.</p><p><blockquote>Berkshire还将其投资组合中最大的持仓苹果削减了6%。此外，该公司在2020年削减了在摩根大通、PNC和M&amp;T银行的头寸后，将其持有的富国银行股份减半，并退出了这些银行。</blockquote></p><p> <b>The shareholder letter</b></p><p><blockquote><b>股东信</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8d9ea154fd9ca33192159634e60af4\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett&nbsp;published&nbsp;his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.</p><p><blockquote>巴菲特在二月份发表了致股东的年度信。这位投资者承认，他在2016年收购Precision Castparts时支付了过高的价格，大肆宣传了伯克希尔的一系列子公司，并将他的长期股东与涌向模因股票和加密货币等时尚资产的投机者进行了对比。</blockquote></p><p> <b>The annual meeting</b></p><p><blockquote><b>年会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9312fb972e2aa68627183025b2f91e\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Berkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2014年5月3日，在内布拉斯加州奥马哈举行的公司年会上，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在贸易展上拿着冰淇淋与记者交谈。</span></p></blockquote></p><p> Buffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's&nbsp;annual shareholder meeting&nbsp;in May.</p><p><blockquote>巴菲特警告菜鸟交易员不要自大，哀叹市场缺乏便宜货，敲响通胀警报，并承认在伯克希尔5月份的年度股东大会期间买入了“马马虎虎”的股票。</blockquote></p><p> The investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling&nbsp;Costco&nbsp;were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.</p><p><blockquote>这位投资者还抱怨说，越来越多的人将股市视为赌场。此外，他承认削减苹果股份和出售Costco可能是错误，并建议他通过在2020年4月退出美国“四大”航空公司的头寸来避免救助这些公司。</blockquote></p><p> <b>The tax fracas</b></p><p><blockquote><b>税收失败</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61a44f30c0a7e35f28da432b35a28cf3\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.</p><p><blockquote>6月份，ProPublica获得了一些最富有的美国人的纳税申报表，并报告称该投资者在2014年至2018年间仅缴纳了2500万美元的联邦所得税，巴菲特受到了批评。</blockquote></p><p> The Berkshire boss&nbsp;defended himself&nbsp;by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.</p><p><blockquote>这位伯克希尔老板为自己辩护说，他承诺将超过99%的净资产捐给慈善事业，并且自2006年以来已经捐赠了大约一半的伯克希尔“A”股。</blockquote></p><p> <b>The Gates Foundation</b></p><p><blockquote><b>盖茨基金会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51d18855fcf5c00bab6b290a5814dd9\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Paul Sakuma/AP Photo</span></p><p><blockquote><p class=\"t-img-caption\"><span>保罗·佐久间/美联社照片</span></p></blockquote></p><p> Buffett&nbsp;resigned&nbsp;as a trustee of the Bill &amp; Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.</p><p><blockquote>今年6月，巴菲特辞去了比尔及梅琳达·盖茨基金会受托人的职务。这位投资者解释说，他几乎没有参与基金会的工作，并且已经辞去了除自己以外的所有公司董事会的职务。</blockquote></p><p> He also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.</p><p><blockquote>他还强调了他每年向包括盖茨基金会在内的五家慈善机构捐赠总计41亿美元的资金。</blockquote></p><p> <b>Friendship with Charlie Munger</b></p><p><blockquote><b>与查理·芒格的友谊</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9020f65431108ca2a38c0e654349a2\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Buffett and his business partner, Charlie Munger, discussed their decades-long friendship in a&nbsp;CNBC interview&nbsp;that aired in June.</p><p><blockquote>巴菲特和他的商业伙伴查理·芒格在6月份播出的CNBC采访中讨论了他们数十年的友谊。</blockquote></p><p></p><p> The pair sharply criticized&nbsp;Robinhood, and Munger called for tighter regulations on derivatives trading after&nbsp;Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.</p><p><blockquote>两人尖锐批评了Robinhood，芒格在Archegos Capital崩溃后呼吁对衍生品交易进行更严格的监管。巴菲特强调了芒格对他一生做出的巨大贡献。</blockquote></p><p> <b>Buybacks, cash, and stock sales</b></p><p><blockquote><b>回购、现金和股票销售</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfba0cfd98eca4c346f1fc53e1dd9bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Berkshire's&nbsp;third-quarter earnings&nbsp;underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.</p><p><blockquote>伯克希尔第三季度财报突显了巴菲特今年寻找廉价股票和企业的难度。这促使他储备现金并加大股票回购力度。</blockquote></p><p> The conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.</p><p><blockquote>截至9月30日的一年里，该集团净出售了70亿美元的股票，并透露今年有望回购创纪录的250亿美元股票，并将现金储备增至前所未有的1490亿美元。</blockquote></p><p> <b>The Apple bet</b></p><p><blockquote><b>苹果赌注</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a735713e1ca5629e3e229ed80ea7fbb\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett's biggest success this year might well be his Apple investment.</p><p><blockquote>巴菲特今年最大的成功很可能是他在苹果的投资。</blockquote></p><p> The investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has&nbsp;surged&nbsp;by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.</p><p><blockquote>该投资者在2016年至2018年间向这家iPhone制造商投入了360亿美元。该股今年已飙升约三分之一，截至12月中旬，伯克希尔的持股价值已超过1500亿美元。</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>Here are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</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\">\nHere are Warren Buffett's 8 highlights of 2021<blockquote>以下是沃伦·巴菲特2021年的8大亮点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Markets insider</strong><span class=\"h-time small\">2021-12-24 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.</p><p><blockquote>沃伦·巴菲特透露了两个大赌注，为自己的纳税习惯辩护，并承认了今年的几个错误。以下是他2021年的8大亮点。</blockquote></p><p> <ul>  <li>Warren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.</li>  <li>The Berkshire Hathaway chief defended his tax practices<b>&nbsp;and made a fortune on Apple.</b></li>  <li><b>Here are billionaire investor Buffett's eight highlights of 2021.</b></li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e08085f6ee8a3866f2c0f78fdc0f63\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett.</span></p><p><blockquote><ul><li>沃伦·巴菲特今年透露了两次大赌注，承认了错误，并抱怨投机者。</li><li>伯克希尔哈撒韦公司首席执行官为他的税务行为辩护<b>在苹果上发了大财。</b></li><li><b>以下是亿万富翁投资者巴菲特2021年的八大亮点。</b></li></ul><p class=\"t-img-caption\"><span>沃伦·巴菲特。</span></p></blockquote></p><p> Warren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.</p><p><blockquote>沃伦·巴菲特透露了数十亿美元的投资，承认犯了几个错误，并对今年市场上猖獗的投机行为表示遗憾。</blockquote></p><p> The renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill &amp; Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.</p><p><blockquote>这位著名投资者兼Berkshire Hathaway首席执行官还经受住了税务曝光，辞去了Bill&amp;Melinda Gates基金会受托人的职务，反思了他与查理·芒格数十年的友谊，并看到他在苹果的投资价值飙升。</blockquote></p><p> <b>Here are the 8 highlights of Buffett's year:</b></p><p><blockquote><b>以下是巴菲特这一年的8大亮点：</b></blockquote></p><p> <b>Chevron and Verizon</b></p><p><blockquote><b>雪佛龙和威瑞森</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a6a660c35780e87560d9d7518a755bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>CNBC</span></p><p><blockquote><p class=\"t-img-caption\"><span>CNBC</span></p></blockquote></p><p> Buffett started the year in style with his&nbsp;fourth-quarter portfolio update&nbsp;in February. He revealed a $4.1 billion stake in&nbsp;Chevron&nbsp;and a $8.6 billion position in&nbsp;Verizon, answering the question of which&nbsp;mystery stocks&nbsp;he had been buying in recent months.</p><p><blockquote>巴菲特在二月份更新了第四季度投资组合，以时尚的方式开启了新的一年。他透露了41亿美元的雪佛龙股份和86亿美元的威瑞森头寸，回答了他最近几个月一直在购买哪些神秘股票的问题。</blockquote></p><p> Berkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its&nbsp;Wells Fargo&nbsp;holdings and exited&nbsp;JPMorgan,PNC, and&nbsp;M&amp;T&nbsp;after slashing its positions in those banks in 2020.</p><p><blockquote>Berkshire还将其投资组合中最大的持仓苹果削减了6%。此外，该公司在2020年削减了在摩根大通、PNC和M&amp;T银行的头寸后，将其持有的富国银行股份减半，并退出了这些银行。</blockquote></p><p> <b>The shareholder letter</b></p><p><blockquote><b>股东信</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8d9ea154fd9ca33192159634e60af4\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett&nbsp;published&nbsp;his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.</p><p><blockquote>巴菲特在二月份发表了致股东的年度信。这位投资者承认，他在2016年收购Precision Castparts时支付了过高的价格，大肆宣传了伯克希尔的一系列子公司，并将他的长期股东与涌向模因股票和加密货币等时尚资产的投机者进行了对比。</blockquote></p><p> <b>The annual meeting</b></p><p><blockquote><b>年会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9312fb972e2aa68627183025b2f91e\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Berkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.</span></p><p><blockquote><p class=\"t-img-caption\"><span>2014年5月3日，在内布拉斯加州奥马哈举行的公司年会上，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在贸易展上拿着冰淇淋与记者交谈。</span></p></blockquote></p><p> Buffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's&nbsp;annual shareholder meeting&nbsp;in May.</p><p><blockquote>巴菲特警告菜鸟交易员不要自大，哀叹市场缺乏便宜货，敲响通胀警报，并承认在伯克希尔5月份的年度股东大会期间买入了“马马虎虎”的股票。</blockquote></p><p> The investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling&nbsp;Costco&nbsp;were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.</p><p><blockquote>这位投资者还抱怨说，越来越多的人将股市视为赌场。此外，他承认削减苹果股份和出售Costco可能是错误，并建议他通过在2020年4月退出美国“四大”航空公司的头寸来避免救助这些公司。</blockquote></p><p> <b>The tax fracas</b></p><p><blockquote><b>税收失败</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61a44f30c0a7e35f28da432b35a28cf3\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.</p><p><blockquote>6月份，ProPublica获得了一些最富有的美国人的纳税申报表，并报告称该投资者在2014年至2018年间仅缴纳了2500万美元的联邦所得税，巴菲特受到了批评。</blockquote></p><p> The Berkshire boss&nbsp;defended himself&nbsp;by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.</p><p><blockquote>这位伯克希尔老板为自己辩护说，他承诺将超过99%的净资产捐给慈善事业，并且自2006年以来已经捐赠了大约一半的伯克希尔“A”股。</blockquote></p><p> <b>The Gates Foundation</b></p><p><blockquote><b>盖茨基金会</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51d18855fcf5c00bab6b290a5814dd9\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Paul Sakuma/AP Photo</span></p><p><blockquote><p class=\"t-img-caption\"><span>保罗·佐久间/美联社照片</span></p></blockquote></p><p> Buffett&nbsp;resigned&nbsp;as a trustee of the Bill &amp; Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.</p><p><blockquote>今年6月，巴菲特辞去了比尔及梅琳达·盖茨基金会受托人的职务。这位投资者解释说，他几乎没有参与基金会的工作，并且已经辞去了除自己以外的所有公司董事会的职务。</blockquote></p><p> He also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.</p><p><blockquote>他还强调了他每年向包括盖茨基金会在内的五家慈善机构捐赠总计41亿美元的资金。</blockquote></p><p> <b>Friendship with Charlie Munger</b></p><p><blockquote><b>与查理·芒格的友谊</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad9020f65431108ca2a38c0e654349a2\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>SCOTT MORGAN/REUTERS</span></p><p><blockquote><p class=\"t-img-caption\"><span>斯科特·摩根/路透社</span></p></blockquote></p><p> Buffett and his business partner, Charlie Munger, discussed their decades-long friendship in a&nbsp;CNBC interview&nbsp;that aired in June.</p><p><blockquote>巴菲特和他的商业伙伴查理·芒格在6月份播出的CNBC采访中讨论了他们数十年的友谊。</blockquote></p><p></p><p> The pair sharply criticized&nbsp;Robinhood, and Munger called for tighter regulations on derivatives trading after&nbsp;Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.</p><p><blockquote>两人尖锐批评了Robinhood，芒格在Archegos Capital崩溃后呼吁对衍生品交易进行更严格的监管。巴菲特强调了芒格对他一生做出的巨大贡献。</blockquote></p><p> <b>Buybacks, cash, and stock sales</b></p><p><blockquote><b>回购、现金和股票销售</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfba0cfd98eca4c346f1fc53e1dd9bf\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Berkshire's&nbsp;third-quarter earnings&nbsp;underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.</p><p><blockquote>伯克希尔第三季度财报突显了巴菲特今年寻找廉价股票和企业的难度。这促使他储备现金并加大股票回购力度。</blockquote></p><p> The conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.</p><p><blockquote>截至9月30日的一年里，该集团净出售了70亿美元的股票，并透露今年有望回购创纪录的250亿美元股票，并将现金储备增至前所未有的1490亿美元。</blockquote></p><p> <b>The Apple bet</b></p><p><blockquote><b>苹果赌注</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a735713e1ca5629e3e229ed80ea7fbb\" tg-width=\"790\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>Warren Buffett</span></p><p><blockquote><p class=\"t-img-caption\"><span>沃伦·巴菲特</span></p></blockquote></p><p> Buffett's biggest success this year might well be his Apple investment.</p><p><blockquote>巴菲特今年最大的成功很可能是他在苹果的投资。</blockquote></p><p> The investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has&nbsp;surged&nbsp;by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.</p><p><blockquote>该投资者在2016年至2018年间向这家iPhone制造商投入了360亿美元。该股今年已飙升约三分之一，截至12月中旬，伯克希尔的持股价值已超过1500亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-stocks-portfolio-taxes-mistakes-review-2021-12\">Markets insider</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":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","AAPL":"苹果"},"source_url":"https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-stocks-portfolio-taxes-mistakes-review-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117383431","content_text":"Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021.\n\nWarren Buffett revealed two big bets, admitted mistakes, and complained about speculators this year.\nThe Berkshire Hathaway chief defended his tax practices and made a fortune on Apple.\nHere are billionaire investor Buffett's eight highlights of 2021.\n\nWarren Buffett.\nWarren Buffett revealed a couple of billion-dollar investments, owned up to making several mistakes, and bemoaned the rampant speculation in markets this year.\nThe renowned investor and Berkshire Hathaway CEO also weathered a tax exposé, resigned as a trustee of The Bill & Melinda Gates Foundation, reflected on his decades-long friendship with Charlie Munger, and saw his Apple investment soared in value.\nHere are the 8 highlights of Buffett's year:\nChevron and Verizon\nCNBC\nBuffett started the year in style with his fourth-quarter portfolio update in February. He revealed a $4.1 billion stake in Chevron and a $8.6 billion position in Verizon, answering the question of which mystery stocks he had been buying in recent months.\nBerkshire also trimmed the largest position in its portfolio,Apple, by 6%. Moreover, it halved its Wells Fargo holdings and exited JPMorgan,PNC, and M&T after slashing its positions in those banks in 2020.\nThe shareholder letter\nWarren Buffett\nBuffett published his annual letter to shareholders in February. The investor admitted to overpaying when he acquired Precision Castparts in 2016, trumpeted a bunch of Berkshire's subsidiaries, and contrasted his long-term shareholders with the speculators flocking to trendy assets such as meme stocks and cryptocurrencies.\nThe annual meeting\nBerkshire Hathaway CEO Warren Buffett talks to reporters while holding an ice cream at a trade show during the company's annual meeting in Omaha, Nebraska May 3, 2014.\nBuffett warned rookie traders not to get cocky, bemoaned the lack of bargains in the market, rang the inflation alarm, and admitted to buying \"so-so\" stocks during Berkshire's annual shareholder meeting in May.\nThe investor also complained about the surge in people treating the stock market like a casino. Moreover, he acknowledged that trimming his Apple stake and selling Costco were likely mistakes, and suggested he avoided bailing out the \"big four\" US airlines by exiting his positions in them in April 2020.\nThe tax fracas\nWarren Buffett\nBuffett came under fire in June after ProPublica secured the tax returns of some of the wealthiest Americans, and reported the investor paid only $25 million in federal income tax between 2014 and 2018.\nThe Berkshire boss defended himself by noting that he's pledged to give over 99% of his net worth to philanthropic causes, and has already donated about half of his Berkshire \"A\" shares since 2006.\nThe Gates Foundation\nPaul Sakuma/AP Photo\nBuffett resigned as a trustee of the Bill & Melinda Gates Foundation in June. The investor explained that he was barely involved in the foundation's work, and had already stepped down from all corporate boards except his own.\nHe also highlighted his annual donation of $4.1 billion in total to five charities, including the Gates Foundation.\nFriendship with Charlie Munger\nSCOTT MORGAN/REUTERS\nBuffett and his business partner, Charlie Munger, discussed their decades-long friendship in a CNBC interview that aired in June.\nThe pair sharply criticized Robinhood, and Munger called for tighter regulations on derivatives trading after Archegos Capital's meltdown. Buffett underlined the immense contribution that Munger has made to his life.\nBuybacks, cash, and stock sales\nWarren Buffett\nBerkshire's third-quarter earnings underlined how hard it has been for Buffett to find bargain stocks and businesses this year. That has prompted him to stockpile cash and ramp up share buybacks.\nThe conglomerate sold a net $7 billion of stock in the year to September 30, revealed it was on track to repurchase a record $25 billion of stock this year, and grew its cash pile to an unprecedented $149 billion.\nThe Apple bet\nWarren Buffett\nBuffett's biggest success this year might well be his Apple investment.\nThe investor plowed $36 billion into the iPhone maker between 2016 and 2018. The stock has surged by about a third this year, boosting the value of Berkshire's stake to more than $150 billion as of mid-December.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"AAPL":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699271788,"gmtCreate":1639825525763,"gmtModify":1639826006389,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Which nft is gona moon?","listText":"Which nft is gona moon?","text":"Which nft is gona moon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699271788","isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870991501,"gmtCreate":1636567429390,"gmtModify":1636567429390,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/870991501","repostId":"1181992457","repostType":2,"repost":{"id":"1181992457","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636567200,"share":"https://www.laohu8.com/m/news/1181992457?lang=zh_CN&edition=full","pubTime":"2021-11-11 02:00","market":"us","language":"en","title":"Rivian opened around $106.68, or 36.77% above $78 IPO price.<blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格上涨36.77%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181992457","media":"Tiger Newspress","summary":"Since last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.The EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.Rivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail inves","content":"<p>Rivian&nbsp;opened around $106.68, or&nbsp;36.77% above $78 IPO price.</p><p><blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格高出36.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c097c3357de070a58381bdd0ee4ce5d5\" tg-width=\"873\" tg-height=\"623\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Since last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.</p><p><blockquote>自去年以来，电动汽车领域的公司已成为一些最热门的投资，华尔街最大的机构投资者押注Rivian将成为特斯拉主导的行业的下一个重要参与者。</blockquote></p><p> The EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.</p><p><blockquote>随着消费者的环保意识增强并押注于环保汽车，全球电动汽车市场的需求也在激增。</blockquote></p><p> Rivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail investor interest.</p><p><blockquote>过去24小时内，Rivian在社交媒体网站Stocktwits上吸引了最多的新观察者，该网站通常被视为散户投资者兴趣的衡量标准。</blockquote></p><p> Based on the share count, Rivian is valued at about $76.4 billion on a fully diluted basis that accounts for stock options. That compares with a valuation of $27.6 billion after a $2.65 billion funding round in January, Bloomberg News previously reported.</p><p><blockquote>根据股票数量，考虑到股票期权，Rivian在完全稀释的基础上的估值约为764亿美元。据彭博新闻社此前报道，相比之下，1月份融资26.5亿美元后的估值为276亿美元。</blockquote></p><p> Backed by deep pocketed companies such as Amazon.com Inc. and Ford Motor Co., Rivian is making its debut as it looks to make a dent in the electric vehicle market led by Tesla Inc.</p><p><blockquote>在亚马逊公司和福特汽车公司等财力雄厚的公司的支持下，Rivian首次亮相，希望在特斯拉公司领导的电动汽车市场上占据一席之地。</blockquote></p><p> Just a couple of months ago, Rivian delivered its first vehicles, mostly to its own employees. It will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company, which lost nearly $1 billion in the first half of the year, estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.</p><p><blockquote>就在几个月前，Rivian交付了第一批车辆，主要交付给自己的员工。到年底，该公司位于伊利诺伊州诺莫尔的工厂将仅生产约1,200台。该公司今年上半年亏损近10亿美元，预计到2023年底，其主要工厂的年产量将达到15万辆。</blockquote></p><p> Rivian had earlier marketed 135 million shares at $72 to $74 after elevating that range from $57 to $62, according to filings with the U.S. Securities and Exchange Commission. The stock will trade on the Nasdaq Global Select Market under the symbol RIVN.</p><p><blockquote>根据向美国证券交易委员会提交的文件，Rivian早些时候以72美元至74美元的价格出售了1.35亿股股票，此前该价格将区间从57美元提高到62美元。该股票将在纳斯达克全球精选市场交易，代码为RIVN。</blockquote></p><p> Big Backers</p><p><blockquote>大支持者</blockquote></p><p> Though it’s a newcomer to the public market, Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.</p><p><blockquote>尽管Rivian是公开市场的新人，但进入消费电动汽车领域已经酝酿了十多年。</blockquote></p><p> Founder and Chief Executive Officer R.J. Scaringe set up the first iteration of what would become Rivian in 2009 in his home state of Florida.</p><p><blockquote>创始人兼首席执行官R.J。2009年，斯卡林奇在他的家乡弗罗里达州建立了Rivian的第一个版本。</blockquote></p><p> Over the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to be bought by investors including Amazon, T. Rowe Price, Coatue Management, Franklin Templeton, Capital Research Global Investors, D1 Capital, Third Point Investors, Blackstone Inc., Dragoneer Investment Group and Soros Funds.</p><p><blockquote>多年来，它吸引了广泛的支持者。高达50亿美元的IPO股票将被包括亚马逊、T.Rowe Price、Coatue Management、富兰克林邓普顿、Capital Research Global Investors、D1 Capital、Third Point Investors、Blackstone Inc.、Dragoneer Investment Group和索罗斯基金在内的投资者购买。</blockquote></p><p> Rivian had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. Rivian expected to record a quarterly net loss of as much as $1.28 billion due to costs associated with the start of production of the R1T.</p><p><blockquote>根据其文件，Rivian 2021年前六个月净亏损9.94亿美元，而去年同期赤字为3.77亿美元。由于与R1T投产相关的成本，Rivian预计季度净亏损将高达12.8亿美元。</blockquote></p><p> Rivian plans to allocate up to 7% of its shares to eligible U.S. customers who had pre-orders as of Sept. 30. To attract retail investors, up to 0.4% of the IPO shares will be allocated to SoFi Securities LLC’s online brokerage platform.</p><p><blockquote>Rivian计划将其最多7%的股份分配给截至9月30日已有预购的合格美国客户。为了吸引散户投资者，最多0.4%的IPO股份将分配给SoFi Securities LLC的在线经纪平台。</blockquote></p><p> Scaringe is expected to maintain outsize influence over Rivian through a class of stock giving him 10 votes per share, compared with one vote each for the shares sold in the IPO.</p><p><blockquote>预计斯卡林奇将通过每股10票的股票类别保持对Rivian的巨大影响力，而IPO中出售的股票每股1票。</blockquote></p><p> The offering is being led by Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co., with more than 20 banks listed on the cover page of its prospectus.</p><p><blockquote>此次发行由摩根士丹利、高盛集团和摩根大通牵头，招股说明书封面上列出了20多家银行。</blockquote></p><p> Rivian Automotive Inc plans to be building at least one million vehicles annually by the end of the decade, its chief executive said on Tuesday, as it sets its sights on market leader Tesla Inc.</p><p><blockquote>Rivian汽车公司首席执行官周二表示，该公司计划到本世纪末每年生产至少100万辆汽车，并将目光投向市场领导者特斯拉公司。</blockquote></p><p> Rivian CEO R.J. Scaringe said the company's push for a larger global footprint would be supported by four assembly plants around the world.</p><p><blockquote>Rivian首席执行官R.J。Scaringe表示，该公司扩大全球足迹的努力将得到全球四家装配厂的支持。</blockquote></p><p> \"We better be growing at least that quick; certainly before the end of the decade is how we think about it,\" Scaringe said in an interview ahead of Rivian's market debut on the Nasdaq on Wednesday.</p><p><blockquote>“我们最好至少增长那么快；当然，在本世纪末之前，这就是我们的想法，”斯卡林奇在Rivian周三在纳斯达克上市之前接受采访时表示。</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>Rivian opened around $106.68, or 36.77% above $78 IPO price.<blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格上涨36.77%。</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; 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}\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\">\nRivian opened around $106.68, or 36.77% above $78 IPO price.<blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格上涨36.77%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-11 02:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Rivian&nbsp;opened around $106.68, or&nbsp;36.77% above $78 IPO price.</p><p><blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格高出36.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c097c3357de070a58381bdd0ee4ce5d5\" tg-width=\"873\" tg-height=\"623\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Since last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.</p><p><blockquote>自去年以来，电动汽车领域的公司已成为一些最热门的投资，华尔街最大的机构投资者押注Rivian将成为特斯拉主导的行业的下一个重要参与者。</blockquote></p><p> The EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.</p><p><blockquote>随着消费者的环保意识增强并押注于环保汽车，全球电动汽车市场的需求也在激增。</blockquote></p><p> Rivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail investor interest.</p><p><blockquote>过去24小时内，Rivian在社交媒体网站Stocktwits上吸引了最多的新观察者，该网站通常被视为散户投资者兴趣的衡量标准。</blockquote></p><p> Based on the share count, Rivian is valued at about $76.4 billion on a fully diluted basis that accounts for stock options. That compares with a valuation of $27.6 billion after a $2.65 billion funding round in January, Bloomberg News previously reported.</p><p><blockquote>根据股票数量，考虑到股票期权，Rivian在完全稀释的基础上的估值约为764亿美元。据彭博新闻社此前报道，相比之下，1月份融资26.5亿美元后的估值为276亿美元。</blockquote></p><p> Backed by deep pocketed companies such as Amazon.com Inc. and Ford Motor Co., Rivian is making its debut as it looks to make a dent in the electric vehicle market led by Tesla Inc.</p><p><blockquote>在亚马逊公司和福特汽车公司等财力雄厚的公司的支持下，Rivian首次亮相，希望在特斯拉公司领导的电动汽车市场上占据一席之地。</blockquote></p><p> Just a couple of months ago, Rivian delivered its first vehicles, mostly to its own employees. It will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company, which lost nearly $1 billion in the first half of the year, estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.</p><p><blockquote>就在几个月前，Rivian交付了第一批车辆，主要交付给自己的员工。到年底，该公司位于伊利诺伊州诺莫尔的工厂将仅生产约1,200台。该公司今年上半年亏损近10亿美元，预计到2023年底，其主要工厂的年产量将达到15万辆。</blockquote></p><p> Rivian had earlier marketed 135 million shares at $72 to $74 after elevating that range from $57 to $62, according to filings with the U.S. Securities and Exchange Commission. The stock will trade on the Nasdaq Global Select Market under the symbol RIVN.</p><p><blockquote>根据向美国证券交易委员会提交的文件，Rivian早些时候以72美元至74美元的价格出售了1.35亿股股票，此前该价格将区间从57美元提高到62美元。该股票将在纳斯达克全球精选市场交易，代码为RIVN。</blockquote></p><p> Big Backers</p><p><blockquote>大支持者</blockquote></p><p> Though it’s a newcomer to the public market, Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.</p><p><blockquote>尽管Rivian是公开市场的新人，但进入消费电动汽车领域已经酝酿了十多年。</blockquote></p><p> Founder and Chief Executive Officer R.J. Scaringe set up the first iteration of what would become Rivian in 2009 in his home state of Florida.</p><p><blockquote>创始人兼首席执行官R.J。2009年，斯卡林奇在他的家乡弗罗里达州建立了Rivian的第一个版本。</blockquote></p><p> Over the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to be bought by investors including Amazon, T. Rowe Price, Coatue Management, Franklin Templeton, Capital Research Global Investors, D1 Capital, Third Point Investors, Blackstone Inc., Dragoneer Investment Group and Soros Funds.</p><p><blockquote>多年来，它吸引了广泛的支持者。高达50亿美元的IPO股票将被包括亚马逊、T.Rowe Price、Coatue Management、富兰克林邓普顿、Capital Research Global Investors、D1 Capital、Third Point Investors、Blackstone Inc.、Dragoneer Investment Group和索罗斯基金在内的投资者购买。</blockquote></p><p> Rivian had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. Rivian expected to record a quarterly net loss of as much as $1.28 billion due to costs associated with the start of production of the R1T.</p><p><blockquote>根据其文件，Rivian 2021年前六个月净亏损9.94亿美元，而去年同期赤字为3.77亿美元。由于与R1T投产相关的成本，Rivian预计季度净亏损将高达12.8亿美元。</blockquote></p><p> Rivian plans to allocate up to 7% of its shares to eligible U.S. customers who had pre-orders as of Sept. 30. To attract retail investors, up to 0.4% of the IPO shares will be allocated to SoFi Securities LLC’s online brokerage platform.</p><p><blockquote>Rivian计划将其最多7%的股份分配给截至9月30日已有预购的合格美国客户。为了吸引散户投资者，最多0.4%的IPO股份将分配给SoFi Securities LLC的在线经纪平台。</blockquote></p><p> Scaringe is expected to maintain outsize influence over Rivian through a class of stock giving him 10 votes per share, compared with one vote each for the shares sold in the IPO.</p><p><blockquote>预计斯卡林奇将通过每股10票的股票类别保持对Rivian的巨大影响力，而IPO中出售的股票每股1票。</blockquote></p><p> The offering is being led by Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co., with more than 20 banks listed on the cover page of its prospectus.</p><p><blockquote>此次发行由摩根士丹利、高盛集团和摩根大通牵头，招股说明书封面上列出了20多家银行。</blockquote></p><p> Rivian Automotive Inc plans to be building at least one million vehicles annually by the end of the decade, its chief executive said on Tuesday, as it sets its sights on market leader Tesla Inc.</p><p><blockquote>Rivian汽车公司首席执行官周二表示，该公司计划到本世纪末每年生产至少100万辆汽车，并将目光投向市场领导者特斯拉公司。</blockquote></p><p> Rivian CEO R.J. Scaringe said the company's push for a larger global footprint would be supported by four assembly plants around the world.</p><p><blockquote>Rivian首席执行官R.J。Scaringe表示，该公司扩大全球足迹的努力将得到全球四家装配厂的支持。</blockquote></p><p> \"We better be growing at least that quick; certainly before the end of the decade is how we think about it,\" Scaringe said in an interview ahead of Rivian's market debut on the Nasdaq on Wednesday.</p><p><blockquote>“我们最好至少增长那么快；当然，在本世纪末之前，这就是我们的想法，”斯卡林奇在Rivian周三在纳斯达克上市之前接受采访时表示。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181992457","content_text":"Rivian opened around $106.68, or 36.77% above $78 IPO price.\n\nSince last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.\nThe EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.\nRivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail investor interest.\nBased on the share count, Rivian is valued at about $76.4 billion on a fully diluted basis that accounts for stock options. That compares with a valuation of $27.6 billion after a $2.65 billion funding round in January, Bloomberg News previously reported.\nBacked by deep pocketed companies such as Amazon.com Inc. and Ford Motor Co., Rivian is making its debut as it looks to make a dent in the electric vehicle market led by Tesla Inc.\nJust a couple of months ago, Rivian delivered its first vehicles, mostly to its own employees. It will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company, which lost nearly $1 billion in the first half of the year, estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.\nRivian had earlier marketed 135 million shares at $72 to $74 after elevating that range from $57 to $62, according to filings with the U.S. Securities and Exchange Commission. The stock will trade on the Nasdaq Global Select Market under the symbol RIVN.\nBig Backers\nThough it’s a newcomer to the public market, Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.\nFounder and Chief Executive Officer R.J. Scaringe set up the first iteration of what would become Rivian in 2009 in his home state of Florida.\nOver the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to be bought by investors including Amazon, T. Rowe Price, Coatue Management, Franklin Templeton, Capital Research Global Investors, D1 Capital, Third Point Investors, Blackstone Inc., Dragoneer Investment Group and Soros Funds.\nRivian had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. Rivian expected to record a quarterly net loss of as much as $1.28 billion due to costs associated with the start of production of the R1T.\nRivian plans to allocate up to 7% of its shares to eligible U.S. customers who had pre-orders as of Sept. 30. To attract retail investors, up to 0.4% of the IPO shares will be allocated to SoFi Securities LLC’s online brokerage platform.\nScaringe is expected to maintain outsize influence over Rivian through a class of stock giving him 10 votes per share, compared with one vote each for the shares sold in the IPO.\nThe offering is being led by Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase & Co., with more than 20 banks listed on the cover page of its prospectus.\nRivian Automotive Inc plans to be building at least one million vehicles annually by the end of the decade, its chief executive said on Tuesday, as it sets its sights on market leader Tesla Inc.\nRivian CEO R.J. Scaringe said the company's push for a larger global footprint would be supported by four assembly plants around the world.\n\"We better be growing at least that quick; certainly before the end of the decade is how we think about it,\" Scaringe said in an interview ahead of Rivian's market debut on the Nasdaq on Wednesday.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124052210,"gmtCreate":1624711370330,"gmtModify":1631889779066,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124052210","repostId":"1112141657","repostType":4,"repost":{"id":"1112141657","kind":"news","pubTimestamp":1624674481,"share":"https://www.laohu8.com/m/news/1112141657?lang=zh_CN&edition=full","pubTime":"2021-06-26 10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫四月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，涨势仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标准普尔500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员达成协议约6000亿美元的基础设施计划。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一个更大的批准支出计划的一部分，该计划在八年内总计约1.2万亿美元。基建法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于“人类基础设施”的单独一揽子计划中进行，可能是通过使用参议院的预算和解程序，民主党在参议院举行平局投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望这两项法案同时放在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就实体基础设施支出达成一致对于政治礼让、经济以及潜在的一系列股票和市场部门来说都是一场胜利。富国银行经济学家迈克尔·普列塞(Michael Pugliese)在一份报告中表示：“用于道路、桥梁、公共交通、宽带以及许多其他领域的大约6000亿美元的新支出可能被视为白宫的‘胜利’。”“就像在棒球比赛中一样，胜利并不总是必须是本垒打。有时只要上垒就可以了。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>管理价值1.85亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）的乔什·杜伊茨(Josh Duitz)表示，两党协议进一步发挥优势的一种方法是该计划强调扩大宽带。截至5月31日，他的投资组合持有的股票包括美国铁塔(AMT)。他补充说，建造道路和其他项目的全球基础设施公司Ferrovial(FER.Spain)也将从该计划中受益。这是他的另一个资产。“这只是基础设施的又一个积极催化剂，”杜伊茨说。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel的分析师认为，这笔交易为机械、建筑材料和租赁公司“带来了巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>Stifel表示，基建法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；Martin Marietta Materials(MLM)，生产建筑材料；建筑合作伙伴（道路），建造道路；联合租赁公司(URI)；以及生产建筑材料的Vulcan Materials(VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将Martin Marietta Materials和Vulcan Materials的评级从持有上调至买入。它还将目标价分别上调至424美元和207美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel预计其他公司也会受益。其中包括卡特彼勒(CAT)、Deere(DE)、马尼托瓦克(MTW)、奥什科什(OSK)和特雷克斯(TEX)——“每个公司都向基础设施市场销售机械”。</blockquote></p><p></p>","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>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</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\">\nThese Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-26 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫四月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，涨势仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标准普尔500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员达成协议约6000亿美元的基础设施计划。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一个更大的批准支出计划的一部分，该计划在八年内总计约1.2万亿美元。基建法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于“人类基础设施”的单独一揽子计划中进行，可能是通过使用参议院的预算和解程序，民主党在参议院举行平局投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望这两项法案同时放在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就实体基础设施支出达成一致对于政治礼让、经济以及潜在的一系列股票和市场部门来说都是一场胜利。富国银行经济学家迈克尔·普列塞(Michael Pugliese)在一份报告中表示：“用于道路、桥梁、公共交通、宽带以及许多其他领域的大约6000亿美元的新支出可能被视为白宫的‘胜利’。”“就像在棒球比赛中一样，胜利并不总是必须是本垒打。有时只要上垒就可以了。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>管理价值1.85亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）的乔什·杜伊茨(Josh Duitz)表示，两党协议进一步发挥优势的一种方法是该计划强调扩大宽带。截至5月31日，他的投资组合持有的股票包括美国铁塔(AMT)。他补充说，建造道路和其他项目的全球基础设施公司Ferrovial(FER.Spain)也将从该计划中受益。这是他的另一个资产。“这只是基础设施的又一个积极催化剂，”杜伊茨说。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel的分析师认为，这笔交易为机械、建筑材料和租赁公司“带来了巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>Stifel表示，基建法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；Martin Marietta Materials(MLM)，生产建筑材料；建筑合作伙伴（道路），建造道路；联合租赁公司(URI)；以及生产建筑材料的Vulcan Materials(VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将Martin Marietta Materials和Vulcan Materials的评级从持有上调至买入。它还将目标价分别上调至424美元和207美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel预计其他公司也会受益。其中包括卡特彼勒(CAT)、Deere(DE)、马尼托瓦克(MTW)、奥什科什(OSK)和特雷克斯(TEX)——“每个公司都向基础设施市场销售机械”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">Barrons</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":{"URI":"联合租赁","DE":"迪尔股份有限公司","ROAD":"Construction Partners","CAT":"卡特彼勒","ASTE":"Astec实业","OSK":"Oshkosh","MTW":"马尼托沃克","VMC":"火神材料","TEX":"特雷克斯","MLM":"马丁-玛丽埃塔材料"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636567200,"share":"https://www.laohu8.com/m/news/1181992457?lang=zh_CN&edition=full","pubTime":"2021-11-11 02:00","market":"us","language":"en","title":"Rivian opened around $106.68, or 36.77% above $78 IPO price.<blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格上涨36.77%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181992457","media":"Tiger Newspress","summary":"Since last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.The EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.Rivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail inves","content":"<p>Rivian&nbsp;opened around $106.68, or&nbsp;36.77% above $78 IPO price.</p><p><blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格高出36.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c097c3357de070a58381bdd0ee4ce5d5\" tg-width=\"873\" tg-height=\"623\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Since last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.</p><p><blockquote>自去年以来，电动汽车领域的公司已成为一些最热门的投资，华尔街最大的机构投资者押注Rivian将成为特斯拉主导的行业的下一个重要参与者。</blockquote></p><p> The EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.</p><p><blockquote>随着消费者的环保意识增强并押注于环保汽车，全球电动汽车市场的需求也在激增。</blockquote></p><p> Rivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail investor interest.</p><p><blockquote>过去24小时内，Rivian在社交媒体网站Stocktwits上吸引了最多的新观察者，该网站通常被视为散户投资者兴趣的衡量标准。</blockquote></p><p> Based on the share count, Rivian is valued at about $76.4 billion on a fully diluted basis that accounts for stock options. That compares with a valuation of $27.6 billion after a $2.65 billion funding round in January, Bloomberg News previously reported.</p><p><blockquote>根据股票数量，考虑到股票期权，Rivian在完全稀释的基础上的估值约为764亿美元。据彭博新闻社此前报道，相比之下，1月份融资26.5亿美元后的估值为276亿美元。</blockquote></p><p> Backed by deep pocketed companies such as Amazon.com Inc. and Ford Motor Co., Rivian is making its debut as it looks to make a dent in the electric vehicle market led by Tesla Inc.</p><p><blockquote>在亚马逊公司和福特汽车公司等财力雄厚的公司的支持下，Rivian首次亮相，希望在特斯拉公司领导的电动汽车市场上占据一席之地。</blockquote></p><p> Just a couple of months ago, Rivian delivered its first vehicles, mostly to its own employees. It will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company, which lost nearly $1 billion in the first half of the year, estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.</p><p><blockquote>就在几个月前，Rivian交付了第一批车辆，主要交付给自己的员工。到年底，该公司位于伊利诺伊州诺莫尔的工厂将仅生产约1,200台。该公司今年上半年亏损近10亿美元，预计到2023年底，其主要工厂的年产量将达到15万辆。</blockquote></p><p> Rivian had earlier marketed 135 million shares at $72 to $74 after elevating that range from $57 to $62, according to filings with the U.S. Securities and Exchange Commission. The stock will trade on the Nasdaq Global Select Market under the symbol RIVN.</p><p><blockquote>根据向美国证券交易委员会提交的文件，Rivian早些时候以72美元至74美元的价格出售了1.35亿股股票，此前该价格将区间从57美元提高到62美元。该股票将在纳斯达克全球精选市场交易，代码为RIVN。</blockquote></p><p> Big Backers</p><p><blockquote>大支持者</blockquote></p><p> Though it’s a newcomer to the public market, Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.</p><p><blockquote>尽管Rivian是公开市场的新人，但进入消费电动汽车领域已经酝酿了十多年。</blockquote></p><p> Founder and Chief Executive Officer R.J. Scaringe set up the first iteration of what would become Rivian in 2009 in his home state of Florida.</p><p><blockquote>创始人兼首席执行官R.J。2009年，斯卡林奇在他的家乡弗罗里达州建立了Rivian的第一个版本。</blockquote></p><p> Over the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to be bought by investors including Amazon, T. Rowe Price, Coatue Management, Franklin Templeton, Capital Research Global Investors, D1 Capital, Third Point Investors, Blackstone Inc., Dragoneer Investment Group and Soros Funds.</p><p><blockquote>多年来，它吸引了广泛的支持者。高达50亿美元的IPO股票将被包括亚马逊、T.Rowe Price、Coatue Management、富兰克林邓普顿、Capital Research Global Investors、D1 Capital、Third Point Investors、Blackstone Inc.、Dragoneer Investment Group和索罗斯基金在内的投资者购买。</blockquote></p><p> Rivian had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. Rivian expected to record a quarterly net loss of as much as $1.28 billion due to costs associated with the start of production of the R1T.</p><p><blockquote>根据其文件，Rivian 2021年前六个月净亏损9.94亿美元，而去年同期赤字为3.77亿美元。由于与R1T投产相关的成本，Rivian预计季度净亏损将高达12.8亿美元。</blockquote></p><p> Rivian plans to allocate up to 7% of its shares to eligible U.S. customers who had pre-orders as of Sept. 30. To attract retail investors, up to 0.4% of the IPO shares will be allocated to SoFi Securities LLC’s online brokerage platform.</p><p><blockquote>Rivian计划将其最多7%的股份分配给截至9月30日已有预购的合格美国客户。为了吸引散户投资者，最多0.4%的IPO股份将分配给SoFi Securities LLC的在线经纪平台。</blockquote></p><p> Scaringe is expected to maintain outsize influence over Rivian through a class of stock giving him 10 votes per share, compared with one vote each for the shares sold in the IPO.</p><p><blockquote>预计斯卡林奇将通过每股10票的股票类别保持对Rivian的巨大影响力，而IPO中出售的股票每股1票。</blockquote></p><p> The offering is being led by Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co., with more than 20 banks listed on the cover page of its prospectus.</p><p><blockquote>此次发行由摩根士丹利、高盛集团和摩根大通牵头，招股说明书封面上列出了20多家银行。</blockquote></p><p> Rivian Automotive Inc plans to be building at least one million vehicles annually by the end of the decade, its chief executive said on Tuesday, as it sets its sights on market leader Tesla Inc.</p><p><blockquote>Rivian汽车公司首席执行官周二表示，该公司计划到本世纪末每年生产至少100万辆汽车，并将目光投向市场领导者特斯拉公司。</blockquote></p><p> Rivian CEO R.J. Scaringe said the company's push for a larger global footprint would be supported by four assembly plants around the world.</p><p><blockquote>Rivian首席执行官R.J。Scaringe表示，该公司扩大全球足迹的努力将得到全球四家装配厂的支持。</blockquote></p><p> \"We better be growing at least that quick; certainly before the end of the decade is how we think about it,\" Scaringe said in an interview ahead of Rivian's market debut on the Nasdaq on Wednesday.</p><p><blockquote>“我们最好至少增长那么快；当然，在本世纪末之前，这就是我们的想法，”斯卡林奇在Rivian周三在纳斯达克上市之前接受采访时表示。</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>Rivian opened around $106.68, or 36.77% above $78 IPO price.<blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格上涨36.77%。</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; 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}\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\">\nRivian opened around $106.68, or 36.77% above $78 IPO price.<blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格上涨36.77%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-11 02:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Rivian&nbsp;opened around $106.68, or&nbsp;36.77% above $78 IPO price.</p><p><blockquote>Rivian开盘价约为106.68美元，较78美元的IPO价格高出36.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c097c3357de070a58381bdd0ee4ce5d5\" tg-width=\"873\" tg-height=\"623\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Since last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.</p><p><blockquote>自去年以来，电动汽车领域的公司已成为一些最热门的投资，华尔街最大的机构投资者押注Rivian将成为特斯拉主导的行业的下一个重要参与者。</blockquote></p><p> The EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.</p><p><blockquote>随着消费者的环保意识增强并押注于环保汽车，全球电动汽车市场的需求也在激增。</blockquote></p><p> Rivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail investor interest.</p><p><blockquote>过去24小时内，Rivian在社交媒体网站Stocktwits上吸引了最多的新观察者，该网站通常被视为散户投资者兴趣的衡量标准。</blockquote></p><p> Based on the share count, Rivian is valued at about $76.4 billion on a fully diluted basis that accounts for stock options. That compares with a valuation of $27.6 billion after a $2.65 billion funding round in January, Bloomberg News previously reported.</p><p><blockquote>根据股票数量，考虑到股票期权，Rivian在完全稀释的基础上的估值约为764亿美元。据彭博新闻社此前报道，相比之下，1月份融资26.5亿美元后的估值为276亿美元。</blockquote></p><p> Backed by deep pocketed companies such as Amazon.com Inc. and Ford Motor Co., Rivian is making its debut as it looks to make a dent in the electric vehicle market led by Tesla Inc.</p><p><blockquote>在亚马逊公司和福特汽车公司等财力雄厚的公司的支持下，Rivian首次亮相，希望在特斯拉公司领导的电动汽车市场上占据一席之地。</blockquote></p><p> Just a couple of months ago, Rivian delivered its first vehicles, mostly to its own employees. It will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company, which lost nearly $1 billion in the first half of the year, estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.</p><p><blockquote>就在几个月前，Rivian交付了第一批车辆，主要交付给自己的员工。到年底，该公司位于伊利诺伊州诺莫尔的工厂将仅生产约1,200台。该公司今年上半年亏损近10亿美元，预计到2023年底，其主要工厂的年产量将达到15万辆。</blockquote></p><p> Rivian had earlier marketed 135 million shares at $72 to $74 after elevating that range from $57 to $62, according to filings with the U.S. Securities and Exchange Commission. The stock will trade on the Nasdaq Global Select Market under the symbol RIVN.</p><p><blockquote>根据向美国证券交易委员会提交的文件，Rivian早些时候以72美元至74美元的价格出售了1.35亿股股票，此前该价格将区间从57美元提高到62美元。该股票将在纳斯达克全球精选市场交易，代码为RIVN。</blockquote></p><p> Big Backers</p><p><blockquote>大支持者</blockquote></p><p> Though it’s a newcomer to the public market, Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.</p><p><blockquote>尽管Rivian是公开市场的新人，但进入消费电动汽车领域已经酝酿了十多年。</blockquote></p><p> Founder and Chief Executive Officer R.J. Scaringe set up the first iteration of what would become Rivian in 2009 in his home state of Florida.</p><p><blockquote>创始人兼首席执行官R.J。2009年，斯卡林奇在他的家乡弗罗里达州建立了Rivian的第一个版本。</blockquote></p><p> Over the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to be bought by investors including Amazon, T. Rowe Price, Coatue Management, Franklin Templeton, Capital Research Global Investors, D1 Capital, Third Point Investors, Blackstone Inc., Dragoneer Investment Group and Soros Funds.</p><p><blockquote>多年来，它吸引了广泛的支持者。高达50亿美元的IPO股票将被包括亚马逊、T.Rowe Price、Coatue Management、富兰克林邓普顿、Capital Research Global Investors、D1 Capital、Third Point Investors、Blackstone Inc.、Dragoneer Investment Group和索罗斯基金在内的投资者购买。</blockquote></p><p> Rivian had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. Rivian expected to record a quarterly net loss of as much as $1.28 billion due to costs associated with the start of production of the R1T.</p><p><blockquote>根据其文件，Rivian 2021年前六个月净亏损9.94亿美元，而去年同期赤字为3.77亿美元。由于与R1T投产相关的成本，Rivian预计季度净亏损将高达12.8亿美元。</blockquote></p><p> Rivian plans to allocate up to 7% of its shares to eligible U.S. customers who had pre-orders as of Sept. 30. To attract retail investors, up to 0.4% of the IPO shares will be allocated to SoFi Securities LLC’s online brokerage platform.</p><p><blockquote>Rivian计划将其最多7%的股份分配给截至9月30日已有预购的合格美国客户。为了吸引散户投资者，最多0.4%的IPO股份将分配给SoFi Securities LLC的在线经纪平台。</blockquote></p><p> Scaringe is expected to maintain outsize influence over Rivian through a class of stock giving him 10 votes per share, compared with one vote each for the shares sold in the IPO.</p><p><blockquote>预计斯卡林奇将通过每股10票的股票类别保持对Rivian的巨大影响力，而IPO中出售的股票每股1票。</blockquote></p><p> The offering is being led by Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase &amp; Co., with more than 20 banks listed on the cover page of its prospectus.</p><p><blockquote>此次发行由摩根士丹利、高盛集团和摩根大通牵头，招股说明书封面上列出了20多家银行。</blockquote></p><p> Rivian Automotive Inc plans to be building at least one million vehicles annually by the end of the decade, its chief executive said on Tuesday, as it sets its sights on market leader Tesla Inc.</p><p><blockquote>Rivian汽车公司首席执行官周二表示，该公司计划到本世纪末每年生产至少100万辆汽车，并将目光投向市场领导者特斯拉公司。</blockquote></p><p> Rivian CEO R.J. Scaringe said the company's push for a larger global footprint would be supported by four assembly plants around the world.</p><p><blockquote>Rivian首席执行官R.J。Scaringe表示，该公司扩大全球足迹的努力将得到全球四家装配厂的支持。</blockquote></p><p> \"We better be growing at least that quick; certainly before the end of the decade is how we think about it,\" Scaringe said in an interview ahead of Rivian's market debut on the Nasdaq on Wednesday.</p><p><blockquote>“我们最好至少增长那么快；当然，在本世纪末之前，这就是我们的想法，”斯卡林奇在Rivian周三在纳斯达克上市之前接受采访时表示。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181992457","content_text":"Rivian opened around $106.68, or 36.77% above $78 IPO price.\n\nSince last year, companies in the EV space have emerged as some of the hottest investments and Wall Street's biggest institutional investors are betting on Rivian to be the next big player in a sector dominated by Tesla.\nThe EV market is also witnessing a surge in demand globally, as consumers become more environmentally conscious and bet on eco-friendly vehicles.\nRivian generated the most new watchers in the last 24 hours on social media site Stocktwits, viewed commonly as measure of retail investor interest.\nBased on the share count, Rivian is valued at about $76.4 billion on a fully diluted basis that accounts for stock options. That compares with a valuation of $27.6 billion after a $2.65 billion funding round in January, Bloomberg News previously reported.\nBacked by deep pocketed companies such as Amazon.com Inc. and Ford Motor Co., Rivian is making its debut as it looks to make a dent in the electric vehicle market led by Tesla Inc.\nJust a couple of months ago, Rivian delivered its first vehicles, mostly to its own employees. It will only produce about 1,200 units by year-end at its plant in Normal, Illinois. The company, which lost nearly $1 billion in the first half of the year, estimates that annual production will hit 150,000 vehicles at its main facility by late 2023.\nRivian had earlier marketed 135 million shares at $72 to $74 after elevating that range from $57 to $62, according to filings with the U.S. Securities and Exchange Commission. The stock will trade on the Nasdaq Global Select Market under the symbol RIVN.\nBig Backers\nThough it’s a newcomer to the public market, Rivian’s entry into the world of consumer electric vehicles has been more than a decade in the making.\nFounder and Chief Executive Officer R.J. Scaringe set up the first iteration of what would become Rivian in 2009 in his home state of Florida.\nOver the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to be bought by investors including Amazon, T. Rowe Price, Coatue Management, Franklin Templeton, Capital Research Global Investors, D1 Capital, Third Point Investors, Blackstone Inc., Dragoneer Investment Group and Soros Funds.\nRivian had a net loss of $994 million in the first six months of 2021, compared with a $377 million deficit a year earlier, according to its filings. Rivian expected to record a quarterly net loss of as much as $1.28 billion due to costs associated with the start of production of the R1T.\nRivian plans to allocate up to 7% of its shares to eligible U.S. customers who had pre-orders as of Sept. 30. To attract retail investors, up to 0.4% of the IPO shares will be allocated to SoFi Securities LLC’s online brokerage platform.\nScaringe is expected to maintain outsize influence over Rivian through a class of stock giving him 10 votes per share, compared with one vote each for the shares sold in the IPO.\nThe offering is being led by Morgan Stanley, Goldman Sachs Group Inc. and JPMorgan Chase & Co., with more than 20 banks listed on the cover page of its prospectus.\nRivian Automotive Inc plans to be building at least one million vehicles annually by the end of the decade, its chief executive said on Tuesday, as it sets its sights on market leader Tesla Inc.\nRivian CEO R.J. Scaringe said the company's push for a larger global footprint would be supported by four assembly plants around the world.\n\"We better be growing at least that quick; certainly before the end of the decade is how we think about it,\" Scaringe said in an interview ahead of Rivian's market debut on the Nasdaq on Wednesday.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":3022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347808940,"gmtCreate":1618479984980,"gmtModify":1634292655844,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"&nbsp;Moon","listText":"&nbsp;Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/347808940","repostId":"1176099988","repostType":4,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379099946,"gmtCreate":1618634311185,"gmtModify":1634291626430,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Moon","listText":"Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379099946","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://www.laohu8.com/m/news/1175692875?lang=zh_CN&edition=full","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四（甚至三）巫术日，但今天的大量每周期权将到期，其中可能一文不值，其他期权将为基础价格提供支持“引脚”。这就是为什么，尽管我们正在享受一个美丽的春季周，高盛指出，单一股票期权交易活动相对于历史水平有所上升。也就是说，4月份每日期权交易量增长了70%，高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言，单个股票中有5440亿美元的期权将于今天到期，其中包括3050亿美元的评级。</b>因此，今天的到期对于平值（ATM）期权持有大量未平仓合约的股票可能很重要，因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动，同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易？</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克（Vishal Vivek）所写，在重大到期时，期权交易者会跟踪以下情况：<b>大量未平仓合约即将到期。</b>在平价执行（执行价格等于或非常接近当前股价）中存在大量到期未平仓合约的情况下，delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权，则与到期相关的流量可能会产生抑制股价走势的效果，导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”，对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者，如果delta对冲者是ATM期权的净空头（具有“负伽马”头寸），他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此，为了帮助寻求日内交易机会的交易者，这里有一个表格，列出了今天到期的ATM未平仓合约较大的可能焦点股票，并与标的股票的日均交易量进行了比较。正如高盛所说，“<i>如果未平仓合约占股票交易量的很大一部分，那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后，值得一提的是，今天早上我们在SpotGamma的朋友写道，这是一个相当奇怪的运营支出周期，“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次，但我们在之前的笔记中提到过其他异常现象，例如净看跌期权销售。我们对此有一些理论，我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法，由于隐含波动率现在已经压缩（即VIX处于新低），现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的（见下图）。<b>这些大幅走低与创纪录的VIX飙升同时发生，但随着VIX（即隐含波动率）的逆转，反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察：</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时，它对市场走势非常敏感，也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位，隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比，如果鲨鱼停止游泳，它就会下沉（部分正确！）.如果市场停止下跌，那么隐含波动率就会下降。</b>正如我们经常谈论的那样，较低的隐含波动率（即较低的VIX）表明做市商必须回购空头对冲，从而推动反弹。SG的结论是：目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外，当IV较低时，伽马较高，因此伽马翻转可能有更多的果汁。</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>$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</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\">\n$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-04-16 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四（甚至三）巫术日，但今天的大量每周期权将到期，其中可能一文不值，其他期权将为基础价格提供支持“引脚”。这就是为什么，尽管我们正在享受一个美丽的春季周，高盛指出，单一股票期权交易活动相对于历史水平有所上升。也就是说，4月份每日期权交易量增长了70%，高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言，单个股票中有5440亿美元的期权将于今天到期，其中包括3050亿美元的评级。</b>因此，今天的到期对于平值（ATM）期权持有大量未平仓合约的股票可能很重要，因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动，同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易？</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克（Vishal Vivek）所写，在重大到期时，期权交易者会跟踪以下情况：<b>大量未平仓合约即将到期。</b>在平价执行（执行价格等于或非常接近当前股价）中存在大量到期未平仓合约的情况下，delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权，则与到期相关的流量可能会产生抑制股价走势的效果，导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”，对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者，如果delta对冲者是ATM期权的净空头（具有“负伽马”头寸），他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此，为了帮助寻求日内交易机会的交易者，这里有一个表格，列出了今天到期的ATM未平仓合约较大的可能焦点股票，并与标的股票的日均交易量进行了比较。正如高盛所说，“<i>如果未平仓合约占股票交易量的很大一部分，那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后，值得一提的是，今天早上我们在SpotGamma的朋友写道，这是一个相当奇怪的运营支出周期，“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次，但我们在之前的笔记中提到过其他异常现象，例如净看跌期权销售。我们对此有一些理论，我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法，由于隐含波动率现在已经压缩（即VIX处于新低），现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的（见下图）。<b>这些大幅走低与创纪录的VIX飙升同时发生，但随着VIX（即隐含波动率）的逆转，反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察：</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时，它对市场走势非常敏感，也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位，隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比，如果鲨鱼停止游泳，它就会下沉（部分正确！）.如果市场停止下跌，那么隐含波动率就会下降。</b>正如我们经常谈论的那样，较低的隐含波动率（即较低的VIX）表明做市商必须回购空头对冲，从而推动反弹。SG的结论是：目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外，当IV较低时，伽马较高，因此伽马翻转可能有更多的果汁。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX  (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.  Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.  Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692901209,"gmtCreate":1640820298215,"gmtModify":1640820298314,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692901209","repostId":"2195466435","repostType":4,"isVote":1,"tweetType":1,"viewCount":3696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347579532,"gmtCreate":1618505293626,"gmtModify":1634292440039,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/347579532","repostId":"1102915238","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344532133,"gmtCreate":1618414194222,"gmtModify":1634293084960,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/344532133","repostId":"1193132843","repostType":4,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345896006,"gmtCreate":1618296645305,"gmtModify":1634293883495,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/345896006","repostId":"1146450605","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124052210,"gmtCreate":1624711370330,"gmtModify":1631889779066,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124052210","repostId":"1112141657","repostType":4,"repost":{"id":"1112141657","kind":"news","pubTimestamp":1624674481,"share":"https://www.laohu8.com/m/news/1112141657?lang=zh_CN&edition=full","pubTime":"2021-06-26 10:28","market":"us","language":"en","title":"These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112141657","media":"Barrons","summary":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American J","content":"<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫四月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，涨势仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标准普尔500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员达成协议约6000亿美元的基础设施计划。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一个更大的批准支出计划的一部分，该计划在八年内总计约1.2万亿美元。基建法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于“人类基础设施”的单独一揽子计划中进行，可能是通过使用参议院的预算和解程序，民主党在参议院举行平局投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望这两项法案同时放在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就实体基础设施支出达成一致对于政治礼让、经济以及潜在的一系列股票和市场部门来说都是一场胜利。富国银行经济学家迈克尔·普列塞(Michael Pugliese)在一份报告中表示：“用于道路、桥梁、公共交通、宽带以及许多其他领域的大约6000亿美元的新支出可能被视为白宫的‘胜利’。”“就像在棒球比赛中一样，胜利并不总是必须是本垒打。有时只要上垒就可以了。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>管理价值1.85亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）的乔什·杜伊茨(Josh Duitz)表示，两党协议进一步发挥优势的一种方法是该计划强调扩大宽带。截至5月31日，他的投资组合持有的股票包括美国铁塔(AMT)。他补充说，建造道路和其他项目的全球基础设施公司Ferrovial(FER.Spain)也将从该计划中受益。这是他的另一个资产。“这只是基础设施的又一个积极催化剂，”杜伊茨说。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel的分析师认为，这笔交易为机械、建筑材料和租赁公司“带来了巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>Stifel表示，基建法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；Martin Marietta Materials(MLM)，生产建筑材料；建筑合作伙伴（道路），建造道路；联合租赁公司(URI)；以及生产建筑材料的Vulcan Materials(VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将Martin Marietta Materials和Vulcan Materials的评级从持有上调至买入。它还将目标价分别上调至424美元和207美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel预计其他公司也会受益。其中包括卡特彼勒(CAT)、Deere(DE)、马尼托瓦克(MTW)、奥什科什(OSK)和特雷克斯(TEX)——“每个公司都向基础设施市场销售机械”。</blockquote></p><p></p>","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>These Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</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\">\nThese Stocks Could Have ‘Significant Upside’ From Infrastructure Spending<blockquote>这些股票可能因基础设施支出而“显着上涨”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-26 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street has been pricing in an infrastructure bill&nbsp;since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.</p><p><blockquote>自白宫四月份公布美国就业计划以来，华尔街一直在为基础设施法案定价。当上周达成协议时，涨势仍在继续。</blockquote></p><p> The&nbsp;Dow Jones Industrial Average&nbsp;climbed 1% on Thursday, and the&nbsp;S&amp;P 500 Industrial Sector&nbsp;added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.</p><p><blockquote>道琼斯工业平均指数周四上涨1%，标准普尔500工业板块上涨约0.8%，均跑赢大盘，总统乔·拜登宣布他已与一群共和党和民主党参议员达成协议约6000亿美元的基础设施计划。周五工业表现继续优异。</blockquote></p><p> The package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.</p><p><blockquote>该计划包括约3000亿美元用于道路、桥梁和其他主要交通项目。另外2660亿美元包括水利基础设施、宽带和电力基础设施。这笔支出是一个更大的批准支出计划的一部分，该计划在八年内总计约1.2万亿美元。基建法案仍需获得国会批准，拜登才能签署。</blockquote></p><p> Other priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.</p><p><blockquote>拜登概述的其他优先事项，如在儿童保育计划上增加支出，将不得不在一个专门用于“人类基础设施”的单独一揽子计划中进行，可能是通过使用参议院的预算和解程序，民主党在参议院举行平局投票。两党协议可能会与和解法案挂钩，因为拜登曾表示，他希望这两项法案同时放在他的办公桌上。</blockquote></p><p> Still, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”</p><p><blockquote>尽管如此，就实体基础设施支出达成一致对于政治礼让、经济以及潜在的一系列股票和市场部门来说都是一场胜利。富国银行经济学家迈克尔·普列塞(Michael Pugliese)在一份报告中表示：“用于道路、桥梁、公共交通、宽带以及许多其他领域的大约6000亿美元的新支出可能被视为白宫的‘胜利’。”“就像在棒球比赛中一样，胜利并不总是必须是本垒打。有时只要上垒就可以了。”</blockquote></p><p> One way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included&nbsp;American Tower(AMT). He added that&nbsp;Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.</p><p><blockquote>管理价值1.85亿美元的阿伯丁标准全球基础设施收入基金（股票代码：ASGI）的乔什·杜伊茨(Josh Duitz)表示，两党协议进一步发挥优势的一种方法是该计划强调扩大宽带。截至5月31日，他的投资组合持有的股票包括美国铁塔(AMT)。他补充说，建造道路和其他项目的全球基础设施公司Ferrovial(FER.Spain)也将从该计划中受益。这是他的另一个资产。“这只是基础设施的又一个积极催化剂，”杜伊茨说。</blockquote></p><p> Analysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.</p><p><blockquote>与此同时，Stifel的分析师认为，这笔交易为机械、建筑材料和租赁公司“带来了巨大的上涨空间”。</blockquote></p><p> Stifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and&nbsp;Vulcan Materials(VMC), which makes construction materials.</p><p><blockquote>Stifel表示，基建法案的受益者包括这五家公司：Astec Industries（ASTE），其产品包括沥青和混凝土；Martin Marietta Materials(MLM)，生产建筑材料；建筑合作伙伴（道路），建造道路；联合租赁公司(URI)；以及生产建筑材料的Vulcan Materials(VMC)。</blockquote></p><p> Separately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.</p><p><blockquote>另外，周五，杰富瑞将Martin Marietta Materials和Vulcan Materials的评级从持有上调至买入。它还将目标价分别上调至424美元和207美元。</blockquote></p><p> Stifel expects other companies to benefit, as well. Those include&nbsp;Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and&nbsp;Terex(TEX)—“each of which sells machinery into the infrastructure” market.</p><p><blockquote>Stifel预计其他公司也会受益。其中包括卡特彼勒(CAT)、Deere(DE)、马尼托瓦克(MTW)、奥什科什(OSK)和特雷克斯(TEX)——“每个公司都向基础设施市场销售机械”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA\">Barrons</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":{"URI":"联合租赁","DE":"迪尔股份有限公司","ROAD":"Construction Partners","CAT":"卡特彼勒","ASTE":"Astec实业","OSK":"Oshkosh","MTW":"马尼托沃克","VMC":"火神材料","TEX":"特雷克斯","MLM":"马丁-玛丽埃塔材料"},"source_url":"https://www.barrons.com/articles/stocks-infrastructure-spending-51624667261?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112141657","content_text":"Wall Street has been pricing in an infrastructure bill since the White House unveiled the American Jobs Plan in April. When agreement came this past week, the rally continued.\nThe Dow Jones Industrial Average climbed 1% on Thursday, and the S&P 500 Industrial Sector added about 0.8%, both outpacing the broader market, as President Joe Biden announced that he had come to an agreement with a group of Republican and Democratic senators on an infrastructure package of roughly $600 billion. And the industrial outperformance continued on Friday.\nThe package includes some $300 billion for roads, bridges, and other major transportation projects. An additional $266 billion includes water infrastructure, broadband, and power infrastructure. The spending is part of a larger package of approved spending that totals about $1.2 trillion over an eight-year period. The infrastructure bill must still be approved by Congress before Biden can sign it.\nOther priorities that Biden had outlined, such as more spending on child-care initiatives, will have to be pursued in a separate package devoted to “human infrastructure,” probably by using the budget reconciliation process in the Senate, where Democrats hold a tie-breaker vote. The bipartisan agreement would probably be tied to the reconciliation bill, as Biden has said he wants both on his desk at the same time.\nStill, agreement on the physical infrastructure spending is a victory for political comity, the economy, and potentially a range of stocks and market sectors. “Roughly $600 billion in new spending for roads, bridges, public transit, and broadband as well as a host of other areas would likely be considered a ‘win’ for the White House,” Wells Fargo economist Michael Pugliese said in a note. “As in baseball, a win does not always have to be a home run. Sometimes it pays to just get on base.”\nOne way to play for further upside in the bipartisan deal is the package’s emphasis on expanding broadband, says Josh Duitz, who runs the $185 million Aberdeen Standard Global Infrastructure Income fund (ticker: ASGI). As of May 31, his portfolio’s holdings included American Tower(AMT). He added that Ferrovial(FER.Spain), a global infrastructure company that builds roads and other projects, would also benefit from the package. It’s another of his holdings. “This is just one more positive catalyst for infrastructure,” Duitz said.\nAnalysts at Stifel, meanwhile, believe the deal “generates significant upside” for machinery, construction materials, and rental companies.\nStifel said that the beneficiaries of the infrastructure bill include these five companies:Astec Industries(ASTE), whose products include asphalt and concrete;Martin Marietta Materials(MLM), which makes construction materials;Construction Partners(ROAD), which builds roadways;United Rentals(URI); and Vulcan Materials(VMC), which makes construction materials.\nSeparately on Friday, Jefferies upgraded Martin Marietta Materials and Vulcan Materials to Buy from Hold. It also raised the price targets to $424 and $207, respectively.\nStifel expects other companies to benefit, as well. Those include Caterpillar(CAT),Deere(DE),Manitowoc(MTW),Oshkosh(OSK), and Terex(TEX)—“each of which sells machinery into the infrastructure” market.","news_type":1,"symbols_score_info":{"ASTE":0.9,"TEX":0.9,"OSK":0.9,"VMC":0.9,"DE":0.9,"URI":0.9,"CAT":0.9,"ROAD":0.9,"MLM":0.9,"MTW":0.9}},"isVote":1,"tweetType":1,"viewCount":1823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126092069,"gmtCreate":1624536224651,"gmtModify":1631889779077,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126092069","repostId":"1172727653","repostType":4,"isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379223712,"gmtCreate":1618749334336,"gmtModify":1634291119764,"author":{"id":"3555852123177411","authorId":"3555852123177411","name":"Ok12","avatar":"https://static.tigerbbs.com/f4cdda282f76317bd285aeffd12f9e56","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555852123177411","authorIdStr":"3555852123177411"},"themes":[],"title":"","htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/379223712","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://www.laohu8.com/m/news/1175692875?lang=zh_CN&edition=full","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四（甚至三）巫术日，但今天的大量每周期权将到期，其中可能一文不值，其他期权将为基础价格提供支持“引脚”。这就是为什么，尽管我们正在享受一个美丽的春季周，高盛指出，单一股票期权交易活动相对于历史水平有所上升。也就是说，4月份每日期权交易量增长了70%，高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言，单个股票中有5440亿美元的期权将于今天到期，其中包括3050亿美元的评级。</b>因此，今天的到期对于平值（ATM）期权持有大量未平仓合约的股票可能很重要，因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动，同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易？</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克（Vishal Vivek）所写，在重大到期时，期权交易者会跟踪以下情况：<b>大量未平仓合约即将到期。</b>在平价执行（执行价格等于或非常接近当前股价）中存在大量到期未平仓合约的情况下，delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权，则与到期相关的流量可能会产生抑制股价走势的效果，导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”，对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者，如果delta对冲者是ATM期权的净空头（具有“负伽马”头寸），他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此，为了帮助寻求日内交易机会的交易者，这里有一个表格，列出了今天到期的ATM未平仓合约较大的可能焦点股票，并与标的股票的日均交易量进行了比较。正如高盛所说，“<i>如果未平仓合约占股票交易量的很大一部分，那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后，值得一提的是，今天早上我们在SpotGamma的朋友写道，这是一个相当奇怪的运营支出周期，“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次，但我们在之前的笔记中提到过其他异常现象，例如净看跌期权销售。我们对此有一些理论，我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法，由于隐含波动率现在已经压缩（即VIX处于新低），现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的（见下图）。<b>这些大幅走低与创纪录的VIX飙升同时发生，但随着VIX（即隐含波动率）的逆转，反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察：</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时，它对市场走势非常敏感，也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位，隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比，如果鲨鱼停止游泳，它就会下沉（部分正确！）.如果市场停止下跌，那么隐含波动率就会下降。</b>正如我们经常谈论的那样，较低的隐含波动率（即较低的VIX）表明做市商必须回购空头对冲，从而推动反弹。SG的结论是：目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外，当IV较低时，伽马较高，因此伽马翻转可能有更多的果汁。</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>$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</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\">\n$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期：以下是将发生的变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-04-16 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四（甚至三）巫术日，但今天的大量每周期权将到期，其中可能一文不值，其他期权将为基础价格提供支持“引脚”。这就是为什么，尽管我们正在享受一个美丽的春季周，高盛指出，单一股票期权交易活动相对于历史水平有所上升。也就是说，4月份每日期权交易量增长了70%，高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言，单个股票中有5440亿美元的期权将于今天到期，其中包括3050亿美元的评级。</b>因此，今天的到期对于平值（ATM）期权持有大量未平仓合约的股票可能很重要，因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动，同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易？</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克（Vishal Vivek）所写，在重大到期时，期权交易者会跟踪以下情况：<b>大量未平仓合约即将到期。</b>在平价执行（执行价格等于或非常接近当前股价）中存在大量到期未平仓合约的情况下，delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权，则与到期相关的流量可能会产生抑制股价走势的效果，导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”，对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者，如果delta对冲者是ATM期权的净空头（具有“负伽马”头寸），他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此，为了帮助寻求日内交易机会的交易者，这里有一个表格，列出了今天到期的ATM未平仓合约较大的可能焦点股票，并与标的股票的日均交易量进行了比较。正如高盛所说，“<i>如果未平仓合约占股票交易量的很大一部分，那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后，值得一提的是，今天早上我们在SpotGamma的朋友写道，这是一个相当奇怪的运营支出周期，“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次，但我们在之前的笔记中提到过其他异常现象，例如净看跌期权销售。我们对此有一些理论，我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法，由于隐含波动率现在已经压缩（即VIX处于新低），现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的（见下图）。<b>这些大幅走低与创纪录的VIX飙升同时发生，但随着VIX（即隐含波动率）的逆转，反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察：</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时，它对市场走势非常敏感，也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位，隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比，如果鲨鱼停止游泳，它就会下沉（部分正确！）.如果市场停止下跌，那么隐含波动率就会下降。</b>正如我们经常谈论的那样，较低的隐含波动率（即较低的VIX）表明做市商必须回购空头对冲，从而推动反弹。SG的结论是：目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外，当IV较低时，伽马较高，因此伽马翻转可能有更多的果汁。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX  (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.  Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.  Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}