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traveladdict
2021-08-09
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Apple Needs To Cut Apple TV Prices Or Cull The Beleaguered Living Room Gadget: Gurman<blockquote>苹果需要降低苹果电视价格或淘汰陷入困境的客厅小工具:古尔曼</blockquote>
traveladdict
2021-07-29
Pls like thank you!
S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500收于当日低点;鲍威尔称美联储距离加息还有很长的路要走</blockquote>
traveladdict
2021-07-22
Ok
Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>
traveladdict
2021-08-08
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traveladdict
2021-08-07
Pls like and comment
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traveladdict
2021-08-18
Like n comment pls
Labor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next<blockquote>过去三年,劳动节一直是市场的转折点。一位策略师认为接下来会发生什么</blockquote>
traveladdict
2021-07-26
Nice
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traveladdict
2021-07-25
Comments.
Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>
traveladdict
2021-07-25
Nice read
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traveladdict
2021-07-22
Great
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Here’s what one strategist sees happening next<blockquote>过去三年,劳动节一直是市场的转折点。一位策略师认为接下来会发生什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113394526","media":"MarketWatch","summary":"Critical information for the trading day.\n\nSummertime markets can be a bit dysfunctional. Last week,","content":"<p> <b>Critical information for the trading day.</b> Summertime markets can be a bit dysfunctional. Last week, for example, the top two sectors were the classically defensive utilities, and the highly cyclical materials. The total market volume on the New York Stock Exchange and the Nasdaq on Tuesday was 59% below the peak of the year, and 19% below the year’s average.</p><p><blockquote><b>交易日的关键信息。</b>夏季市场可能有点功能失调。例如,上周排名靠前的两个行业是典型的防御性公用事业和高度周期性的材料。纽约证券交易所和纳斯达克周二的市场总成交量较年内峰值低59%,较年内平均水平低19%。</blockquote></p><p> Tavis McCourt, institutional equity strategist at Raymond James, points out the last two years, there was a big value and cyclical bias in stock markets after Labor Day, and in 2018, markets basically collapsed after the summer drew to a close. “We believe as the chase for the end of the year begins, a renewed value/cyclical outperformance is likely along with higher 10-year Treasury yields, but like it has been for the past 18 months and will be for the foreseeable future, the virus is the boss,” he says.</p><p><blockquote>雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)指出,过去两年,劳动节之后股市出现了很大的价值和周期性偏差,而2018年,夏季结束后市场基本崩溃。“我们相信,随着年底追逐的开始,价值/周期性表现可能会随着10年期国债收益率的上升而重新出现,但就像过去18个月和可预见的未来一样,病毒是老板,”他说。</blockquote></p><p> The 10-year, he says, is the linchpin to the whole market. Quantitative easing, bank liquidity, Treasury gamesmanship and delta variant fear should all fade in the second half, allowing yields to rise up to a reasonable level. That in turn will get the yield curve steepening, helping value stocks, small-caps and cyclicals — which have a long way to go, given the summer reversal in markets.</p><p><blockquote>他说,10年是整个市场的关键。量化宽松、银行流动性、财政部的小动作和对德尔塔变异毒株的担忧都应该会在下半年消退,从而使收益率升至合理水平。这反过来将使收益率曲线变陡,帮助价值股、小盘股和周期性股票——考虑到夏季市场的逆转,这些股票还有很长的路要走。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/045d6c5307b933cc3b0fc0494b418f15\" tg-width=\"700\" tg-height=\"446\" width=\"100%\" height=\"auto\">Another point he makes is there is no income or spending cliff. By the end of 2021, personal income will be about $1.2 trillion higher than the fourth quarter of 2019 — or put another way, almost exactly in line with the 4% annual average between 2010 and 2019. Since so much of the stimulus was saved, consumer spending should still grow, and an infrastructure stimulus would be a net positive.</p><p><blockquote>他提出的另一点是,不存在收入或支出悬崖。到2021年底,个人收入将比2019年第四季度高出约1.2万亿美元——或者换句话说,几乎完全符合2010年至2019年间4%的年平均水平。由于如此多的刺激措施被节省下来,消费者支出应该仍会增长,而基础设施刺激措施将是一个净利好。</blockquote></p><p> Another huge tailwind, he says, is that financial obligations as a percent of disposable income are near 40-year lows. “Consumers have dry powder to spend, for a long, long time even with incomes returning to trend line,” says McCourt. Public company leverage also is down — on a next 12 month basis, net debt-to-Ebitda of S&P 500 companies has dropped to 1.07 in July from a peak of 1.55, and 1.28 in December 2019. Inventories, he adds, are “horribly low,” which while depressing this year’s economic output will lead to restocking demand over the next two years.</p><p><blockquote>他说,另一个巨大的推动力是金融债务占可支配收入的百分比接近40年来的低点。麦考特说:“即使收入恢复到趋势线,消费者也可以在很长很长一段时间内消费干粉。”上市公司杠杆率也在下降——在未来12个月的基础上,标普500公司的净债务与Ebitda之比已从峰值1.55降至7月份的1.07,2019年12月为1.28。他补充说,库存“低得可怕”,这在抑制今年经济产出的同时,将导致未来两年需求的补充。</blockquote></p><p> For the “de-urbanization theme,” McCourt’s stock picks are Lennar LEN, American Homes 4 Rent AMH, Eagle Materials EXP, KB Home KBH and MDC Holdings MDC. For “discounted valuation and improving return on equity,” he likes AutoZone AZO, Old Republic International ORI, Jabil JBL, Triumph Bancorp TBK and Meta Financial Group CASH.</p><p><blockquote>对于“去城市化主题”,麦考特的股票选择是Lennar LEN、American Homes 4 Rent AMH、Eagle Materials EXP、KB Home KBH和MDC Holdings MDC。对于“估值折扣和提高股本回报率”,他喜欢AutoZone AZO、Old Republic International ORI、Jabil JBL、Triumph Bancorp TBK和Meta Financial Group CASH。</blockquote></p><p> For “economic reopening beneficiaries,” he likes National Retail Properties NNN, Bloomin Brands BLMN and Mohawk Industries MHK, and for infrastructure beneficiaries, he likes Evoqua Water Technologies AQUA and Atlantic Sustainable Infrastructure AY.</p><p><blockquote>对于“经济重新开放受益者”,他喜欢NNN国家零售地产、Bloomin Brands BLMN和Mohawk Industries MHK;对于基础设施受益者,他喜欢Evoqua Water Technologies AQUA和Atlantic Sustainable Infrastructure AY。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e1d103548f1c9d2c78cdff2912add8d2\" tg-width=\"700\" tg-height=\"501\" width=\"100%\" height=\"auto\">The one major risk he sees is inflation. During the late 1940s and late 1960s, short-term inflation caused 20% pullbacks, followed by inflation-adjusted returns of about zero over the next five years. In both periods, stronger than typical earnings per share growth was offset by price-to-earnings contraction, he notes.</p><p><blockquote>他认为的一个主要风险是通货膨胀。在20世纪40年代末和60年代末,短期通胀导致了20%的回调,随后五年通胀调整后的回报率约为零。他指出,在这两个时期,每股收益强劲的增长都被市盈率收缩所抵消。</blockquote></p><p> <b>Fed minutes on tap</b></p><p><blockquote><b>美联储会议纪要随时准备</b></blockquote></p><p> Minutes from the most recent Federal Reserve interest-rate setting committee are due for release at 2 p.m. Eastern, with much of the suspense about the central bank’s direction taken away by earlier stories this week from The Wall Street Journal and Bloomberg News, that both pointed to imminent announcements that the bond-buying program will be phased out.</p><p><blockquote>最近一次美联储利率制定委员会的会议纪要将于下午2点发布。《华尔街日报》和彭博新闻本周早些时候的报道消除了有关央行方向的大部分悬念,这两篇报道都指出即将宣布将逐步取消债券购买计划。</blockquote></p><p> “In short, at this point, the Fed is just working out the details. Barring some dramatic change in the economy, tapering of asset purchases will begin in the next few months and end by the middle of next year,” said Tim Duy, chief U.S. economist at SGH Macro Advisors.</p><p><blockquote>SGH Macro Advisors首席美国经济学家Tim Duy表示:“简而言之,在这一点上,美联储只是在制定细节。除非经济发生一些戏剧性的变化,否则缩减资产购买将在未来几个月开始,并在明年年中结束。”</blockquote></p><p> Housing starts slumped 7% in July, coming in below economist estimates.</p><p><blockquote>7月份新屋开工率下降7%,低于经济学家的预期。</blockquote></p><p> Home-improvement chain Lowe’s LOW beat earnings estimates and reported a surprise increase in sales. Discounter Target TGT reported forecast-beating earnings and revenue, as it authorized a new $15 billion stock buyback plan.</p><p><blockquote>家居装修连锁店劳氏(Lowe's LOW)的盈利超出预期,并报告销售额意外增长。折扣公司Target TGT公布的盈利和收入超出预期,并批准了一项新的150亿美元股票回购计划。</blockquote></p><p> Networking giant Cisco Systems CSCO and graphics chip maker Nvidia NVDA report results after the close.</p><p><blockquote>网络巨头思科系统CSCO和图形芯片制造商英伟达NVDA在收盘后公布业绩。</blockquote></p><p> <b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> Stock futures ES00 NQ00 were looking a little weaker, following the 282-point downturn in the Dow industrials DJIA on Tuesday that ended a five-session winning run. The yield on the 10-year Treasury BX:TMUBMUSD10Y rose to 1.27%.</p><p><blockquote>周二道琼斯工业指数道琼斯下跌282点,结束了五个交易日的上涨势头,股指期货ES00 NQ00看起来略有疲软。10年期国债BX:TMUBMUSD10Y收益率升至1.27%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推特</b></blockquote></p><p> Ajmal Ahmady, until Saturday the central bank chief of Afghanistan, gave a pretty grim diagnosis for the economy.</p><p><blockquote>周六之前担任阿富汗央行行长的Ajmal Ahmady对经济做出了相当严峻的诊断。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/7a6bd50c6280d2e9af2b22cfed7c928d\" tg-width=\"522\" tg-height=\"584\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","source":"market_watch","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>Labor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next<blockquote>过去三年,劳动节一直是市场的转折点。一位策略师认为接下来会发生什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLabor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next<blockquote>过去三年,劳动节一直是市场的转折点。一位策略师认为接下来会发生什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-18 21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Critical information for the trading day.</b> Summertime markets can be a bit dysfunctional. Last week, for example, the top two sectors were the classically defensive utilities, and the highly cyclical materials. The total market volume on the New York Stock Exchange and the Nasdaq on Tuesday was 59% below the peak of the year, and 19% below the year’s average.</p><p><blockquote><b>交易日的关键信息。</b>夏季市场可能有点功能失调。例如,上周排名靠前的两个行业是典型的防御性公用事业和高度周期性的材料。纽约证券交易所和纳斯达克周二的市场总成交量较年内峰值低59%,较年内平均水平低19%。</blockquote></p><p> Tavis McCourt, institutional equity strategist at Raymond James, points out the last two years, there was a big value and cyclical bias in stock markets after Labor Day, and in 2018, markets basically collapsed after the summer drew to a close. “We believe as the chase for the end of the year begins, a renewed value/cyclical outperformance is likely along with higher 10-year Treasury yields, but like it has been for the past 18 months and will be for the foreseeable future, the virus is the boss,” he says.</p><p><blockquote>雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)指出,过去两年,劳动节之后股市出现了很大的价值和周期性偏差,而2018年,夏季结束后市场基本崩溃。“我们相信,随着年底追逐的开始,价值/周期性表现可能会随着10年期国债收益率的上升而重新出现,但就像过去18个月和可预见的未来一样,病毒是老板,”他说。</blockquote></p><p> The 10-year, he says, is the linchpin to the whole market. Quantitative easing, bank liquidity, Treasury gamesmanship and delta variant fear should all fade in the second half, allowing yields to rise up to a reasonable level. That in turn will get the yield curve steepening, helping value stocks, small-caps and cyclicals — which have a long way to go, given the summer reversal in markets.</p><p><blockquote>他说,10年是整个市场的关键。量化宽松、银行流动性、财政部的小动作和对德尔塔变异毒株的担忧都应该会在下半年消退,从而使收益率升至合理水平。这反过来将使收益率曲线变陡,帮助价值股、小盘股和周期性股票——考虑到夏季市场的逆转,这些股票还有很长的路要走。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/045d6c5307b933cc3b0fc0494b418f15\" tg-width=\"700\" tg-height=\"446\" width=\"100%\" height=\"auto\">Another point he makes is there is no income or spending cliff. By the end of 2021, personal income will be about $1.2 trillion higher than the fourth quarter of 2019 — or put another way, almost exactly in line with the 4% annual average between 2010 and 2019. Since so much of the stimulus was saved, consumer spending should still grow, and an infrastructure stimulus would be a net positive.</p><p><blockquote>他提出的另一点是,不存在收入或支出悬崖。到2021年底,个人收入将比2019年第四季度高出约1.2万亿美元——或者换句话说,几乎完全符合2010年至2019年间4%的年平均水平。由于如此多的刺激措施被节省下来,消费者支出应该仍会增长,而基础设施刺激措施将是一个净利好。</blockquote></p><p> Another huge tailwind, he says, is that financial obligations as a percent of disposable income are near 40-year lows. “Consumers have dry powder to spend, for a long, long time even with incomes returning to trend line,” says McCourt. Public company leverage also is down — on a next 12 month basis, net debt-to-Ebitda of S&P 500 companies has dropped to 1.07 in July from a peak of 1.55, and 1.28 in December 2019. Inventories, he adds, are “horribly low,” which while depressing this year’s economic output will lead to restocking demand over the next two years.</p><p><blockquote>他说,另一个巨大的推动力是金融债务占可支配收入的百分比接近40年来的低点。麦考特说:“即使收入恢复到趋势线,消费者也可以在很长很长一段时间内消费干粉。”上市公司杠杆率也在下降——在未来12个月的基础上,标普500公司的净债务与Ebitda之比已从峰值1.55降至7月份的1.07,2019年12月为1.28。他补充说,库存“低得可怕”,这在抑制今年经济产出的同时,将导致未来两年需求的补充。</blockquote></p><p> For the “de-urbanization theme,” McCourt’s stock picks are Lennar LEN, American Homes 4 Rent AMH, Eagle Materials EXP, KB Home KBH and MDC Holdings MDC. For “discounted valuation and improving return on equity,” he likes AutoZone AZO, Old Republic International ORI, Jabil JBL, Triumph Bancorp TBK and Meta Financial Group CASH.</p><p><blockquote>对于“去城市化主题”,麦考特的股票选择是Lennar LEN、American Homes 4 Rent AMH、Eagle Materials EXP、KB Home KBH和MDC Holdings MDC。对于“估值折扣和提高股本回报率”,他喜欢AutoZone AZO、Old Republic International ORI、Jabil JBL、Triumph Bancorp TBK和Meta Financial Group CASH。</blockquote></p><p> For “economic reopening beneficiaries,” he likes National Retail Properties NNN, Bloomin Brands BLMN and Mohawk Industries MHK, and for infrastructure beneficiaries, he likes Evoqua Water Technologies AQUA and Atlantic Sustainable Infrastructure AY.</p><p><blockquote>对于“经济重新开放受益者”,他喜欢NNN国家零售地产、Bloomin Brands BLMN和Mohawk Industries MHK;对于基础设施受益者,他喜欢Evoqua Water Technologies AQUA和Atlantic Sustainable Infrastructure AY。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e1d103548f1c9d2c78cdff2912add8d2\" tg-width=\"700\" tg-height=\"501\" width=\"100%\" height=\"auto\">The one major risk he sees is inflation. During the late 1940s and late 1960s, short-term inflation caused 20% pullbacks, followed by inflation-adjusted returns of about zero over the next five years. In both periods, stronger than typical earnings per share growth was offset by price-to-earnings contraction, he notes.</p><p><blockquote>他认为的一个主要风险是通货膨胀。在20世纪40年代末和60年代末,短期通胀导致了20%的回调,随后五年通胀调整后的回报率约为零。他指出,在这两个时期,每股收益强劲的增长都被市盈率收缩所抵消。</blockquote></p><p> <b>Fed minutes on tap</b></p><p><blockquote><b>美联储会议纪要随时准备</b></blockquote></p><p> Minutes from the most recent Federal Reserve interest-rate setting committee are due for release at 2 p.m. Eastern, with much of the suspense about the central bank’s direction taken away by earlier stories this week from The Wall Street Journal and Bloomberg News, that both pointed to imminent announcements that the bond-buying program will be phased out.</p><p><blockquote>最近一次美联储利率制定委员会的会议纪要将于下午2点发布。《华尔街日报》和彭博新闻本周早些时候的报道消除了有关央行方向的大部分悬念,这两篇报道都指出即将宣布将逐步取消债券购买计划。</blockquote></p><p> “In short, at this point, the Fed is just working out the details. Barring some dramatic change in the economy, tapering of asset purchases will begin in the next few months and end by the middle of next year,” said Tim Duy, chief U.S. economist at SGH Macro Advisors.</p><p><blockquote>SGH Macro Advisors首席美国经济学家Tim Duy表示:“简而言之,在这一点上,美联储只是在制定细节。除非经济发生一些戏剧性的变化,否则缩减资产购买将在未来几个月开始,并在明年年中结束。”</blockquote></p><p> Housing starts slumped 7% in July, coming in below economist estimates.</p><p><blockquote>7月份新屋开工率下降7%,低于经济学家的预期。</blockquote></p><p> Home-improvement chain Lowe’s LOW beat earnings estimates and reported a surprise increase in sales. Discounter Target TGT reported forecast-beating earnings and revenue, as it authorized a new $15 billion stock buyback plan.</p><p><blockquote>家居装修连锁店劳氏(Lowe's LOW)的盈利超出预期,并报告销售额意外增长。折扣公司Target TGT公布的盈利和收入超出预期,并批准了一项新的150亿美元股票回购计划。</blockquote></p><p> Networking giant Cisco Systems CSCO and graphics chip maker Nvidia NVDA report results after the close.</p><p><blockquote>网络巨头思科系统CSCO和图形芯片制造商英伟达NVDA在收盘后公布业绩。</blockquote></p><p> <b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> Stock futures ES00 NQ00 were looking a little weaker, following the 282-point downturn in the Dow industrials DJIA on Tuesday that ended a five-session winning run. The yield on the 10-year Treasury BX:TMUBMUSD10Y rose to 1.27%.</p><p><blockquote>周二道琼斯工业指数道琼斯下跌282点,结束了五个交易日的上涨势头,股指期货ES00 NQ00看起来略有疲软。10年期国债BX:TMUBMUSD10Y收益率升至1.27%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推特</b></blockquote></p><p> Ajmal Ahmady, until Saturday the central bank chief of Afghanistan, gave a pretty grim diagnosis for the economy.</p><p><blockquote>周六之前担任阿富汗央行行长的Ajmal Ahmady对经济做出了相当严峻的诊断。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/7a6bd50c6280d2e9af2b22cfed7c928d\" tg-width=\"522\" tg-height=\"584\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-chase-for-the-end-of-the-year-is-about-to-start-this-strategist-says-heres-what-may-happen-next-11629283826?mod=home-page\">MarketWatch</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.marketwatch.com/story/the-chase-for-the-end-of-the-year-is-about-to-start-this-strategist-says-heres-what-may-happen-next-11629283826?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1113394526","content_text":"Critical information for the trading day.\n\nSummertime markets can be a bit dysfunctional. Last week, for example, the top two sectors were the classically defensive utilities, and the highly cyclical materials. The total market volume on the New York Stock Exchange and the Nasdaq on Tuesday was 59% below the peak of the year, and 19% below the year’s average.\nTavis McCourt, institutional equity strategist at Raymond James, points out the last two years, there was a big value and cyclical bias in stock markets after Labor Day, and in 2018, markets basically collapsed after the summer drew to a close. “We believe as the chase for the end of the year begins, a renewed value/cyclical outperformance is likely along with higher 10-year Treasury yields, but like it has been for the past 18 months and will be for the foreseeable future, the virus is the boss,” he says.\nThe 10-year, he says, is the linchpin to the whole market. Quantitative easing, bank liquidity, Treasury gamesmanship and delta variant fear should all fade in the second half, allowing yields to rise up to a reasonable level. That in turn will get the yield curve steepening, helping value stocks, small-caps and cyclicals — which have a long way to go, given the summer reversal in markets.\nAnother point he makes is there is no income or spending cliff. By the end of 2021, personal income will be about $1.2 trillion higher than the fourth quarter of 2019 — or put another way, almost exactly in line with the 4% annual average between 2010 and 2019. Since so much of the stimulus was saved, consumer spending should still grow, and an infrastructure stimulus would be a net positive.\nAnother huge tailwind, he says, is that financial obligations as a percent of disposable income are near 40-year lows. “Consumers have dry powder to spend, for a long, long time even with incomes returning to trend line,” says McCourt. Public company leverage also is down — on a next 12 month basis, net debt-to-Ebitda of S&P 500 companies has dropped to 1.07 in July from a peak of 1.55, and 1.28 in December 2019. Inventories, he adds, are “horribly low,” which while depressing this year’s economic output will lead to restocking demand over the next two years.\nFor the “de-urbanization theme,” McCourt’s stock picks are Lennar LEN, American Homes 4 Rent AMH, Eagle Materials EXP, KB Home KBH and MDC Holdings MDC. For “discounted valuation and improving return on equity,” he likes AutoZone AZO, Old Republic International ORI, Jabil JBL, Triumph Bancorp TBK and Meta Financial Group CASH.\nFor “economic reopening beneficiaries,” he likes National Retail Properties NNN, Bloomin Brands BLMN and Mohawk Industries MHK, and for infrastructure beneficiaries, he likes Evoqua Water Technologies AQUA and Atlantic Sustainable Infrastructure AY.\nThe one major risk he sees is inflation. During the late 1940s and late 1960s, short-term inflation caused 20% pullbacks, followed by inflation-adjusted returns of about zero over the next five years. In both periods, stronger than typical earnings per share growth was offset by price-to-earnings contraction, he notes.\nFed minutes on tap\nMinutes from the most recent Federal Reserve interest-rate setting committee are due for release at 2 p.m. Eastern, with much of the suspense about the central bank’s direction taken away by earlier stories this week from The Wall Street Journal and Bloomberg News, that both pointed to imminent announcements that the bond-buying program will be phased out.\n“In short, at this point, the Fed is just working out the details. Barring some dramatic change in the economy, tapering of asset purchases will begin in the next few months and end by the middle of next year,” said Tim Duy, chief U.S. economist at SGH Macro Advisors.\nHousing starts slumped 7% in July, coming in below economist estimates.\nHome-improvement chain Lowe’s LOW beat earnings estimates and reported a surprise increase in sales. Discounter Target TGT reported forecast-beating earnings and revenue, as it authorized a new $15 billion stock buyback plan.\nNetworking giant Cisco Systems CSCO and graphics chip maker Nvidia NVDA report results after the close.\nThe markets\nStock futures ES00 NQ00 were looking a little weaker, following the 282-point downturn in the Dow industrials DJIA on Tuesday that ended a five-session winning run. The yield on the 10-year Treasury BX:TMUBMUSD10Y rose to 1.27%.\nThe tweet\nAjmal Ahmady, until Saturday the central bank chief of Afghanistan, gave a pretty grim diagnosis for the economy.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898841768,"gmtCreate":1628487385654,"gmtModify":1631891684406,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898841768","repostId":"1117756865","repostType":4,"repost":{"id":"1117756865","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628485462,"share":"https://www.laohu8.com/m/news/1117756865?lang=zh_CN&edition=full","pubTime":"2021-08-09 13:04","market":"us","language":"en","title":"Apple Needs To Cut Apple TV Prices Or Cull The Beleaguered Living Room Gadget: Gurman<blockquote>苹果需要降低苹果电视价格或淘汰陷入困境的客厅小工具:古尔曼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117756865","media":"Benzinga","summary":"Apple needs to cut the prices of Apple TV or send it the way of other retired products like iPod HiF","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>needs to cut the prices of <b>Apple TV</b> or send it the way of other retired products like iPod HiFi and the high-end version of its HomePod speakers, wrote <b>Mark Gurman</b> in the latest edition of his newsletter.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>需要降价<b>苹果电视台</b>或者像iPod HiFi和HomePod扬声器的高端版本那样发送它<b>马克·古尔曼</b>在他最新一期的时事通讯中。</blockquote></p><p> <b>What Happened:</b> Gurman noted the coming of the “age of streaming” and the abundance of services like those offered by <b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>,<b> </b>and <b>Hulu</b>.</p><p><blockquote><b>发生了什么:</b>古尔曼指出了“流媒体时代”的到来以及诸如<b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>,<b></b>和<b>葫芦</b>.</blockquote></p><p> This, according to Gurman, has made Apple TV a largely “pointless accessory.” The analyst buttressed his point by sharing 2020 data from Strategy Analytics that found that Apple TV only held 2% of the streaming device market.</p><p><blockquote>古尔曼表示,这使得苹果电视在很大程度上成为“毫无意义的配件”。这位分析师通过分享Strategy Analytics 2020年的数据来支持他的观点,该数据发现苹果电视仅占据流媒体设备市场的2%。</blockquote></p><p> “One idea for keeping the Apple TV relevant would be to bundle an Apple TV+ subscription indefinitely at no additional charge,” wrote Gurman.</p><p><blockquote>古尔曼写道:“保持苹果电视相关性的一个想法是无限期捆绑苹果TV+订阅,不收取额外费用。”</blockquote></p><p> Gurman’s other ideas include cutting the price of the box or turning it into a 4K capable “stick.”</p><p><blockquote>古尔曼的其他想法包括降低盒子的价格或将其变成具有4K功能的“棍子”。</blockquote></p><p> <b>Why It Matters:</b> Gurman’s suggestions are unlikely to come to fruition anytime soon. He said that Apple engineers have told him that the iPhone maker “doesn’t have a strong living room hardware strategy and that there isn’t much internal optimism.”</p><p><blockquote><b>为什么重要:</b>古尔曼的建议不太可能很快实现。他表示,苹果工程师告诉他,这家iPhone制造商“没有强有力的客厅硬件战略,内部也没有太多乐观情绪”。</blockquote></p><p> In the latest newsletter, Gurman noted that the Apple TV had gone through more “interface overhauls” compared with any other Apple products and “despite nearly 15 years of attempts, Apple hasn’t created anything close to a market leader.”</p><p><blockquote>在最新的时事通讯中,古尔曼指出,与任何其他苹果产品相比,苹果电视经历了更多的“界面检修”,“尽管进行了近15年的尝试,但苹果尚未创造出任何接近市场领导者的产品。”</blockquote></p><p> The Bloomberg Journalist contributed to 9 to 5 Mac for over six years and isregardedas an authority on the <b>Tim Cook</b>-led company.</p><p><blockquote>这位彭博社记者为Mac朝九晚五做出了六年多的贡献,被视为该领域的权威<b>蒂姆·库克</b>-led公司。</blockquote></p><p> Appleunveiled the next generationof its 4K box containing an A12 Bionic chip in April this year. The device comes with a new <b>Siri Remote,</b>which features clickpad and touch controls.</p><p><blockquote>今年4月,苹果推出了包含A12仿生芯片的下一代4K盒子。该设备带有一个新的<b>遥控器系列,</b>它具有点击板和触摸控制。</blockquote></p><p> <b>Price Action:</b> On Friday, Apple shares closed nearly 0.5% lower at $146.14 in the regular session and fell 0.12% in the after-hours trading.</p><p><blockquote><b>价格走势:</b>周五,苹果股价常规交易时段收跌近0.5%,报146.14美元,盘后交易下跌0.12%。</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>Apple Needs To Cut Apple TV Prices Or Cull The Beleaguered Living Room Gadget: Gurman<blockquote>苹果需要降低苹果电视价格或淘汰陷入困境的客厅小工具:古尔曼</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\">\nApple Needs To Cut Apple TV Prices Or Cull The Beleaguered Living Room Gadget: Gurman<blockquote>苹果需要降低苹果电视价格或淘汰陷入困境的客厅小工具:古尔曼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-09 13:04</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>needs to cut the prices of <b>Apple TV</b> or send it the way of other retired products like iPod HiFi and the high-end version of its HomePod speakers, wrote <b>Mark Gurman</b> in the latest edition of his newsletter.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>需要降价<b>苹果电视台</b>或者像iPod HiFi和HomePod扬声器的高端版本那样发送它<b>马克·古尔曼</b>在他最新一期的时事通讯中。</blockquote></p><p> <b>What Happened:</b> Gurman noted the coming of the “age of streaming” and the abundance of services like those offered by <b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>,<b> </b>and <b>Hulu</b>.</p><p><blockquote><b>发生了什么:</b>古尔曼指出了“流媒体时代”的到来以及诸如<b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>,<b></b>和<b>葫芦</b>.</blockquote></p><p> This, according to Gurman, has made Apple TV a largely “pointless accessory.” The analyst buttressed his point by sharing 2020 data from Strategy Analytics that found that Apple TV only held 2% of the streaming device market.</p><p><blockquote>古尔曼表示,这使得苹果电视在很大程度上成为“毫无意义的配件”。这位分析师通过分享Strategy Analytics 2020年的数据来支持他的观点,该数据发现苹果电视仅占据流媒体设备市场的2%。</blockquote></p><p> “One idea for keeping the Apple TV relevant would be to bundle an Apple TV+ subscription indefinitely at no additional charge,” wrote Gurman.</p><p><blockquote>古尔曼写道:“保持苹果电视相关性的一个想法是无限期捆绑苹果TV+订阅,不收取额外费用。”</blockquote></p><p> Gurman’s other ideas include cutting the price of the box or turning it into a 4K capable “stick.”</p><p><blockquote>古尔曼的其他想法包括降低盒子的价格或将其变成具有4K功能的“棍子”。</blockquote></p><p> <b>Why It Matters:</b> Gurman’s suggestions are unlikely to come to fruition anytime soon. He said that Apple engineers have told him that the iPhone maker “doesn’t have a strong living room hardware strategy and that there isn’t much internal optimism.”</p><p><blockquote><b>为什么重要:</b>古尔曼的建议不太可能很快实现。他表示,苹果工程师告诉他,这家iPhone制造商“没有强有力的客厅硬件战略,内部也没有太多乐观情绪”。</blockquote></p><p> In the latest newsletter, Gurman noted that the Apple TV had gone through more “interface overhauls” compared with any other Apple products and “despite nearly 15 years of attempts, Apple hasn’t created anything close to a market leader.”</p><p><blockquote>在最新的时事通讯中,古尔曼指出,与任何其他苹果产品相比,苹果电视经历了更多的“界面检修”,“尽管进行了近15年的尝试,但苹果尚未创造出任何接近市场领导者的产品。”</blockquote></p><p> The Bloomberg Journalist contributed to 9 to 5 Mac for over six years and isregardedas an authority on the <b>Tim Cook</b>-led company.</p><p><blockquote>这位彭博社记者为Mac朝九晚五做出了六年多的贡献,被视为该领域的权威<b>蒂姆·库克</b>-led公司。</blockquote></p><p> Appleunveiled the next generationof its 4K box containing an A12 Bionic chip in April this year. The device comes with a new <b>Siri Remote,</b>which features clickpad and touch controls.</p><p><blockquote>今年4月,苹果推出了包含A12仿生芯片的下一代4K盒子。该设备带有一个新的<b>遥控器系列,</b>它具有点击板和触摸控制。</blockquote></p><p> <b>Price Action:</b> On Friday, Apple shares closed nearly 0.5% lower at $146.14 in the regular session and fell 0.12% in the after-hours trading.</p><p><blockquote><b>价格走势:</b>周五,苹果股价常规交易时段收跌近0.5%,报146.14美元,盘后交易下跌0.12%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117756865","content_text":"Apple needs to cut the prices of Apple TV or send it the way of other retired products like iPod HiFi and the high-end version of its HomePod speakers, wrote Mark Gurman in the latest edition of his newsletter.\nWhat Happened: Gurman noted the coming of the “age of streaming” and the abundance of services like those offered by Netflix, Amazon.com, and Hulu.\nThis, according to Gurman, has made Apple TV a largely “pointless accessory.” The analyst buttressed his point by sharing 2020 data from Strategy Analytics that found that Apple TV only held 2% of the streaming device market.\n“One idea for keeping the Apple TV relevant would be to bundle an Apple TV+ subscription indefinitely at no additional charge,” wrote Gurman.\nGurman’s other ideas include cutting the price of the box or turning it into a 4K capable “stick.”\nWhy It Matters: Gurman’s suggestions are unlikely to come to fruition anytime soon. He said that Apple engineers have told him that the iPhone maker “doesn’t have a strong living room hardware strategy and that there isn’t much internal optimism.”\nIn the latest newsletter, Gurman noted that the Apple TV had gone through more “interface overhauls” compared with any other Apple products and “despite nearly 15 years of attempts, Apple hasn’t created anything close to a market leader.”\nThe Bloomberg Journalist contributed to 9 to 5 Mac for over six years and isregardedas an authority on the Tim Cook-led company.\nAppleunveiled the next generationof its 4K box containing an A12 Bionic chip in April this year. The device comes with a new Siri Remote,which features clickpad and touch controls.\nPrice Action: On Friday, Apple shares closed nearly 0.5% lower at $146.14 in the regular session and fell 0.12% in the after-hours trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891507516,"gmtCreate":1628396668835,"gmtModify":1631891684421,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Pls like n comment","listText":"Pls like n comment","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891507516","repostId":"1190347839","repostType":4,"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891123576,"gmtCreate":1628351574595,"gmtModify":1631891684439,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891123576","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":4307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801702769,"gmtCreate":1627532247951,"gmtModify":1631891684447,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Pls like thank you! ","listText":"Pls like thank you! ","text":"Pls like thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801702769","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://www.laohu8.com/m/news/1127264445?lang=zh_CN&edition=full","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500收于当日低点;鲍威尔称美联储距离加息还有很长的路要走</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p><p><blockquote>路透纽约3月19日-标普500周三收盘变化不大,但脱离盘中低点,此前美联储表示美国经济复苏仍在正轨上,主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>表示央行距离考虑加息还有一段路要走。</blockquote></p><p> Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p><p><blockquote>控制市场,科技巨头的股票<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc预测收入增长放缓,股价下跌1.2%。</blockquote></p><p> In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p><p><blockquote>在美联储发布新政策声明后的新闻发布会上,鲍威尔还表示,在退出美联储提供的经济支持之前,美国就业市场仍有“一些地方需要覆盖”。2020年春季,以应对冠状病毒大流行的经济冲击。</blockquote></p><p> “It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p><blockquote>总部位于俄亥俄州托莱多的投资咨询公司Alan B.Lancz&Associates Inc总裁艾伦·兰茨(Alan Lancz)表示:“看起来对市场来说最积极的事情可能是他们远未加息。”</blockquote></p><p> Right after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.</p><p><blockquote>美联储声明发布后,标普500指数扭转了小幅跌势,但当天收盘仍小幅下跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>一直担心通胀上升和COVID-19病例激增可能会影响央行可能开始撤回刺激措施的计划。</blockquote></p><p> The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p><p><blockquote>央行还表示,通胀上升仍然是“暂时性因素”的结果。美联储将隔夜基准利率维持在零附近,并维持债券购买计划不变。</blockquote></p><p> The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p><p><blockquote>The<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>谷歌母公司股价收高<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>由于广告支出激增帮助其公布了创纪录的季度业绩,Inc创下历史新高。该股收盘上涨3.2%。</blockquote></p><p> The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p><p><blockquote>道琼斯工业平均指数下跌127.59点,跌幅0.36%,至34,930.93点;标普500下跌0.82点,跌幅0.02%,至4,400.64点;纳斯达克综合指数上涨102.01点,跌幅0.7%,至14,762.58点。</blockquote></p><p> The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p><p><blockquote>美联储的声明是在最近一次为期两天的政策会议结束时发表的。</blockquote></p><p> “They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p><p><blockquote>F.L.投资组合经理Ellen Hazen表示:“他们有机会发出信号,表明他们将变得更加鹰派,但他们选择不接受。最重要的是,他们是可预测的,而且仍然是可预测的。”普特南投资管理公司<a href=\"https://laohu8.com/S/WEBK\">韦尔斯利</a>,马萨诸塞州。</blockquote></p><p> In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p><p><blockquote>在其他财报消息中,<a href=\"https://laohu8.com/S/MSFT\">微软</a>尽管云服务的繁荣帮助其收入和盈利超出了华尔街的预期,但该公司收盘下跌0.1%。</blockquote></p><p> Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为98.6亿股,而过去20个交易日的全交易日平均成交量相似。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.85比1;在纳斯达克,2.61比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p><p><blockquote>标普500创下42个52周新高,无新低;纳斯达克综合指数录得44个新高和67个新低。</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500收于当日低点;鲍威尔称美联储距离加息还有很长的路要走</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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500收于当日低点;鲍威尔称美联储距离加息还有很长的路要走</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-29 07:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p><p><blockquote>路透纽约3月19日-标普500周三收盘变化不大,但脱离盘中低点,此前美联储表示美国经济复苏仍在正轨上,主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>表示央行距离考虑加息还有一段路要走。</blockquote></p><p> Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p><p><blockquote>控制市场,科技巨头的股票<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc预测收入增长放缓,股价下跌1.2%。</blockquote></p><p> In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p><p><blockquote>在美联储发布新政策声明后的新闻发布会上,鲍威尔还表示,在退出美联储提供的经济支持之前,美国就业市场仍有“一些地方需要覆盖”。2020年春季,以应对冠状病毒大流行的经济冲击。</blockquote></p><p> “It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p><blockquote>总部位于俄亥俄州托莱多的投资咨询公司Alan B.Lancz&Associates Inc总裁艾伦·兰茨(Alan Lancz)表示:“看起来对市场来说最积极的事情可能是他们远未加息。”</blockquote></p><p> Right after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.</p><p><blockquote>美联储声明发布后,标普500指数扭转了小幅跌势,但当天收盘仍小幅下跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>一直担心通胀上升和COVID-19病例激增可能会影响央行可能开始撤回刺激措施的计划。</blockquote></p><p> The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p><p><blockquote>央行还表示,通胀上升仍然是“暂时性因素”的结果。美联储将隔夜基准利率维持在零附近,并维持债券购买计划不变。</blockquote></p><p> The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p><p><blockquote>The<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>谷歌母公司股价收高<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>由于广告支出激增帮助其公布了创纪录的季度业绩,Inc创下历史新高。该股收盘上涨3.2%。</blockquote></p><p> The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p><p><blockquote>道琼斯工业平均指数下跌127.59点,跌幅0.36%,至34,930.93点;标普500下跌0.82点,跌幅0.02%,至4,400.64点;纳斯达克综合指数上涨102.01点,跌幅0.7%,至14,762.58点。</blockquote></p><p> The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p><p><blockquote>美联储的声明是在最近一次为期两天的政策会议结束时发表的。</blockquote></p><p> “They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p><p><blockquote>F.L.投资组合经理Ellen Hazen表示:“他们有机会发出信号,表明他们将变得更加鹰派,但他们选择不接受。最重要的是,他们是可预测的,而且仍然是可预测的。”普特南投资管理公司<a href=\"https://laohu8.com/S/WEBK\">韦尔斯利</a>,马萨诸塞州。</blockquote></p><p> In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p><p><blockquote>在其他财报消息中,<a href=\"https://laohu8.com/S/MSFT\">微软</a>尽管云服务的繁荣帮助其收入和盈利超出了华尔街的预期,但该公司收盘下跌0.1%。</blockquote></p><p> Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为98.6亿股,而过去20个交易日的全交易日平均成交量相似。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.85比1;在纳斯达克,2.61比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p><p><blockquote>标普500创下42个52周新高,无新低;纳斯达克综合指数录得44个新高和67个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Reuters</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":{"161125":"标普500","IVV":"标普500ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,"IVV":0.9,"OEX":0.9,".SPX":0.9,"SPY":0.9,"UPRO":0.9,".IXIC":0.9,"ESmain":0.9,"OEF":0.9,".DJI":0.9,"SSO":0.9,"SH":0.9,"SPXU":0.9,"SDS":0.9}},"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800347032,"gmtCreate":1627282190826,"gmtModify":1631891684461,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800347032","repostId":"1196161938","repostType":4,"repost":{"id":"1196161938","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627281679,"share":"https://www.laohu8.com/m/news/1196161938?lang=zh_CN&edition=full","pubTime":"2021-07-26 14:41","market":"us","language":"en","title":"Tesla, AMD, Apple, GameStop, Snapchat — What WallStreetBets Is Talking About Heading Into New Week<blockquote>特斯拉、AMD、苹果、游戏驿站、Snapchat——WallStreetBets在进入新的一周时谈论的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196161938","media":"Benzinga","summary":"Heading into a new trading week,Tesla Inc.(NASDAQ:TSLA)has joined Advanced Micro Devices Inc.(NASDAQ","content":"<p>Heading into a new trading week,<b>Tesla Inc.</b>(NASDAQ:TSLA)has joined <b>Advanced Micro Devices Inc.</b>(NASDAQ:AMD),<b>Apple Inc.</b>(NASDAQ:AAPL)and <b>GameStop Corp.</b>(NYSE:GME)among the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum, while <b>SPDR S&P 500 ETF Trust</b>(NYSE:SPY) remained the most-discussed stock on the forum in 24 hours leading up to Sunday night.</p><p><blockquote>进入新的交易周,<b>特斯拉公司。</b>(纳斯达克:TSLA)已加入<b>先进微设备公司。</b>(纳斯达克:AMD),<b>苹果公司。</b>(纳斯达克:AAPL)和<b>游戏驿站公司。</b>(NYSE:GME)是Reddit r/WallStreetBets论坛上关注度最高的股票之一,而<b>SPDR标普500 ETF信托</b>(纽约证券交易所股票代码:SPDR标普500指数ETF)在周日晚上的24小时内仍然是论坛上讨论最多的股票。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund SPDR S& 500 ETF continues to see the highest interest on the forum with 192 mentions, followed by electric vehicle maker Tesla with 44 mentionsduring the last 24 hours, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:Quiver Quantitative的数据显示,交易所交易基金SPDR S&500 ETF在论坛上的兴趣仍然最高,被提及192次,其次是电动汽车制造商特斯拉,在过去24小时内被提及44次。</blockquote></p><p> Chipmaker Advanced Micro Devices and tech giant Apple are in the third and fourth positions, having attracted 41 and 36 mentions on the forum, respectively, on Sunday.</p><p><blockquote>芯片制造商Advanced Micro Devices和科技巨头苹果分列第三和第四位,周日在论坛上分别吸引了41次和36次提及。</blockquote></p><p> Apart from video game retailer GameStop, the other stocks that are trending on the forum include exchange-traded fund <b>Invesco QQQ Trust</b>(NASDAQ:QQQ), Snapchat parent <b>Snap Inc.</b>(NYSE:SNAP), gaming equipment maker <b>Corsair Gaming Inc.</b>(NASDAQ:CRSR), medical insurance technology company <b>Clover Health Investments Corp.</b>(NASDAQ:CLOV) and movie theatre chain <b>AMC Entertainment Holdings Inc.</b>(NYSE:AMC).</p><p><blockquote>除了视频游戏零售商游戏驿站之外,论坛上的其他热门股票还包括交易所交易基金<b>景顺QQQ信托</b>(纳斯达克:QQQ),Snapchat母公司<b>Snap公司。</b>(纽约证券交易所代码:SNAP),游戏设备制造商<b>海盗船游戏公司。</b>(纳斯达克:CRSR)、医保科技公司<b>三叶草健康投资公司。</b>(纳斯达克:CLOV)及连锁电影院<b>AMC院线控股公司。</b>(纽约证券交易所代码:AMC)。</blockquote></p><p> <b>Why It Matters:</b>Tesla is seeing high interest from retail investors ahead of the release of its second-quarter earnings results following the market close on Monday, July 26. Advanced Micro Devices and Apple will report their quarterly earnings results on Tuesday.</p><p><blockquote><b>为什么重要:</b>在7月26日星期一收盘后发布第二季度财报之前,特斯拉看到了散户投资者的浓厚兴趣。Advanced Micro Devices和苹果将于周二公布季度财报。</blockquote></p><p> A post on the WSB forum noted that Corsair Gaming continues to be one of the best deals amid strong growth in the gaming market and its entry into the streaming business.</p><p><blockquote>WSB论坛上的一篇帖子指出,在游戏市场强劲增长及其进入流媒体业务的背景下,Corsair Gaming仍然是最佳交易之一。</blockquote></p><p> <b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed more than 1% higher in Friday’s trading at $439.94, while Tesla shares closed 0.9% lower at $643.38.</p><p><blockquote><b>价格行为</b>:SPDR标普500 ETF信托股价周五收盘上涨超过1%,至439.94美元,而特斯拉股价收盘下跌0.9%,至643.38美元。</blockquote></p><p> Advanced Micro Devices shares closed more than 1% higher in Friday’s trading at $92.15.</p><p><blockquote>Advanced Micro Devices股价周五收盘上涨超过1%,至92.15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>Tesla, AMD, Apple, GameStop, Snapchat — What WallStreetBets Is Talking About Heading Into New Week<blockquote>特斯拉、AMD、苹果、游戏驿站、Snapchat——WallStreetBets在进入新的一周时谈论的内容</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AMD, Apple, GameStop, Snapchat — What WallStreetBets Is Talking About Heading Into New Week<blockquote>特斯拉、AMD、苹果、游戏驿站、Snapchat——WallStreetBets在进入新的一周时谈论的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-26 14:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Heading into a new trading week,<b>Tesla Inc.</b>(NASDAQ:TSLA)has joined <b>Advanced Micro Devices Inc.</b>(NASDAQ:AMD),<b>Apple Inc.</b>(NASDAQ:AAPL)and <b>GameStop Corp.</b>(NYSE:GME)among the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum, while <b>SPDR S&P 500 ETF Trust</b>(NYSE:SPY) remained the most-discussed stock on the forum in 24 hours leading up to Sunday night.</p><p><blockquote>进入新的交易周,<b>特斯拉公司。</b>(纳斯达克:TSLA)已加入<b>先进微设备公司。</b>(纳斯达克:AMD),<b>苹果公司。</b>(纳斯达克:AAPL)和<b>游戏驿站公司。</b>(NYSE:GME)是Reddit r/WallStreetBets论坛上关注度最高的股票之一,而<b>SPDR标普500 ETF信托</b>(纽约证券交易所股票代码:SPDR标普500指数ETF)在周日晚上的24小时内仍然是论坛上讨论最多的股票。</blockquote></p><p> <b>What Happened</b>: Exchange-traded fund SPDR S& 500 ETF continues to see the highest interest on the forum with 192 mentions, followed by electric vehicle maker Tesla with 44 mentionsduring the last 24 hours, data from Quiver Quantitative showed.</p><p><blockquote><b>发生了什么</b>:Quiver Quantitative的数据显示,交易所交易基金SPDR S&500 ETF在论坛上的兴趣仍然最高,被提及192次,其次是电动汽车制造商特斯拉,在过去24小时内被提及44次。</blockquote></p><p> Chipmaker Advanced Micro Devices and tech giant Apple are in the third and fourth positions, having attracted 41 and 36 mentions on the forum, respectively, on Sunday.</p><p><blockquote>芯片制造商Advanced Micro Devices和科技巨头苹果分列第三和第四位,周日在论坛上分别吸引了41次和36次提及。</blockquote></p><p> Apart from video game retailer GameStop, the other stocks that are trending on the forum include exchange-traded fund <b>Invesco QQQ Trust</b>(NASDAQ:QQQ), Snapchat parent <b>Snap Inc.</b>(NYSE:SNAP), gaming equipment maker <b>Corsair Gaming Inc.</b>(NASDAQ:CRSR), medical insurance technology company <b>Clover Health Investments Corp.</b>(NASDAQ:CLOV) and movie theatre chain <b>AMC Entertainment Holdings Inc.</b>(NYSE:AMC).</p><p><blockquote>除了视频游戏零售商游戏驿站之外,论坛上的其他热门股票还包括交易所交易基金<b>景顺QQQ信托</b>(纳斯达克:QQQ),Snapchat母公司<b>Snap公司。</b>(纽约证券交易所代码:SNAP),游戏设备制造商<b>海盗船游戏公司。</b>(纳斯达克:CRSR)、医保科技公司<b>三叶草健康投资公司。</b>(纳斯达克:CLOV)及连锁电影院<b>AMC院线控股公司。</b>(纽约证券交易所代码:AMC)。</blockquote></p><p> <b>Why It Matters:</b>Tesla is seeing high interest from retail investors ahead of the release of its second-quarter earnings results following the market close on Monday, July 26. Advanced Micro Devices and Apple will report their quarterly earnings results on Tuesday.</p><p><blockquote><b>为什么重要:</b>在7月26日星期一收盘后发布第二季度财报之前,特斯拉看到了散户投资者的浓厚兴趣。Advanced Micro Devices和苹果将于周二公布季度财报。</blockquote></p><p> A post on the WSB forum noted that Corsair Gaming continues to be one of the best deals amid strong growth in the gaming market and its entry into the streaming business.</p><p><blockquote>WSB论坛上的一篇帖子指出,在游戏市场强劲增长及其进入流媒体业务的背景下,Corsair Gaming仍然是最佳交易之一。</blockquote></p><p> <b>Price Action</b>: SPDR S&P 500 ETF Trust shares closed more than 1% higher in Friday’s trading at $439.94, while Tesla shares closed 0.9% lower at $643.38.</p><p><blockquote><b>价格行为</b>:SPDR标普500 ETF信托股价周五收盘上涨超过1%,至439.94美元,而特斯拉股价收盘下跌0.9%,至643.38美元。</blockquote></p><p> Advanced Micro Devices shares closed more than 1% higher in Friday’s trading at $92.15.</p><p><blockquote>Advanced Micro Devices股价周五收盘上涨超过1%,至92.15美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GME":"游戏驿站","TSLA":"特斯拉","AMD":"美国超微公司","SNAP":"Snap Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196161938","content_text":"Heading into a new trading week,Tesla Inc.(NASDAQ:TSLA)has joined Advanced Micro Devices Inc.(NASDAQ:AMD),Apple Inc.(NASDAQ:AAPL)and GameStop Corp.(NYSE:GME)among the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum, while SPDR S&P 500 ETF Trust(NYSE:SPY) remained the most-discussed stock on the forum in 24 hours leading up to Sunday night.\nWhat Happened: Exchange-traded fund SPDR S& 500 ETF continues to see the highest interest on the forum with 192 mentions, followed by electric vehicle maker Tesla with 44 mentionsduring the last 24 hours, data from Quiver Quantitative showed.\nChipmaker Advanced Micro Devices and tech giant Apple are in the third and fourth positions, having attracted 41 and 36 mentions on the forum, respectively, on Sunday.\nApart from video game retailer GameStop, the other stocks that are trending on the forum include exchange-traded fund Invesco QQQ Trust(NASDAQ:QQQ), Snapchat parent Snap Inc.(NYSE:SNAP), gaming equipment maker Corsair Gaming Inc.(NASDAQ:CRSR), medical insurance technology company Clover Health Investments Corp.(NASDAQ:CLOV) and movie theatre chain AMC Entertainment Holdings Inc.(NYSE:AMC).\nWhy It Matters:Tesla is seeing high interest from retail investors ahead of the release of its second-quarter earnings results following the market close on Monday, July 26. Advanced Micro Devices and Apple will report their quarterly earnings results on Tuesday.\nA post on the WSB forum noted that Corsair Gaming continues to be one of the best deals amid strong growth in the gaming market and its entry into the streaming business.\nPrice Action: SPDR S&P 500 ETF Trust shares closed more than 1% higher in Friday’s trading at $439.94, while Tesla shares closed 0.9% lower at $643.38.\nAdvanced Micro Devices shares closed more than 1% higher in Friday’s trading at $92.15.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AAPL":0.9,"GME":0.9,"AMD":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177836245,"gmtCreate":1627193759587,"gmtModify":1631891684472,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Comments. ","listText":"Comments. ","text":"Comments.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177836245","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://www.laohu8.com/m/news/1124707956?lang=zh_CN&edition=full","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时,他们就这样做了。周一,随着标准普尔指数跌至4,220点,高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而,这些对冲基金显然不确定接下来会发生什么,然后继续抛售涨势并<b>周二,GS Prime book出现自6月17日以来最大的单日净卖出</b>(与过去一年的平均每日净流量相比-2.2 SDs)以及自2019年11月以来最大的单一名称净卖出,由多空销售推动(1.6比1),因为所有地区均净卖出北美和亚洲DM以美元计算,并由多空销售推动(2.5比1)。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察:</blockquote></p><p> <ul> <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li> <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li> <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li> <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol> <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li> <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul> <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出(-4.0 SDs),远远超过了宏观产品(指数和ETF合计)的净买入。</li><li>11个行业中有8个行业被净卖出,以医疗保健、工业、消费光盘和公用事业为首,而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转,但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里(GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下,GSXUSTAY的成分股再次集体净买入,并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出,原因是避险资金流动,多头买入超过空头回补。也就是说,与我们周一看到的情况相比,该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件(GSCBSF8X)</b>-篮子成分股连续第二天被净买入,并出现年初至今最大的单日美元净买入,这完全是由多头买入推动的。</li></ul></blockquote></p><p></li> <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出,完全由多头销售推动,尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日(7/19除外)出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么?高盛指出,尽管出现了拉锯,基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日(7月20日)</b></blockquote></p><p> <ul> <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li> <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul> <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li> <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul> <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li> <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后,在定位方面,高盛观察到整体杠杆已下降MTD;虽然基本LS总收入现在仅为一年的第19百分位,但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></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>Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</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\">\nHedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-23 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时,他们就这样做了。周一,随着标准普尔指数跌至4,220点,高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而,这些对冲基金显然不确定接下来会发生什么,然后继续抛售涨势并<b>周二,GS Prime book出现自6月17日以来最大的单日净卖出</b>(与过去一年的平均每日净流量相比-2.2 SDs)以及自2019年11月以来最大的单一名称净卖出,由多空销售推动(1.6比1),因为所有地区均净卖出北美和亚洲DM以美元计算,并由多空销售推动(2.5比1)。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察:</blockquote></p><p> <ul> <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li> <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li> <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li> <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol> <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li> <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul> <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出(-4.0 SDs),远远超过了宏观产品(指数和ETF合计)的净买入。</li><li>11个行业中有8个行业被净卖出,以医疗保健、工业、消费光盘和公用事业为首,而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转,但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里(GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下,GSXUSTAY的成分股再次集体净买入,并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出,原因是避险资金流动,多头买入超过空头回补。也就是说,与我们周一看到的情况相比,该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件(GSCBSF8X)</b>-篮子成分股连续第二天被净买入,并出现年初至今最大的单日美元净买入,这完全是由多头买入推动的。</li></ul></blockquote></p><p></li> <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出,完全由多头销售推动,尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日(7/19除外)出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么?高盛指出,尽管出现了拉锯,基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日(7月20日)</b></blockquote></p><p> <ul> <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li> <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul> <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li> <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul> <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li> <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后,在定位方面,高盛观察到整体杠杆已下降MTD;虽然基本LS总收入现在仅为一年的第19百分位,但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?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":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?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":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177838140,"gmtCreate":1627193628280,"gmtModify":1631891684489,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Nice read","listText":"Nice read","text":"Nice read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177838140","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172606279,"gmtCreate":1626956467991,"gmtModify":1631891684499,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172606279","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172606396,"gmtCreate":1626956441215,"gmtModify":1631891684512,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172606396","repostId":"1127427732","repostType":4,"repost":{"id":"1127427732","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":1626954531,"share":"https://www.laohu8.com/m/news/1127427732?lang=zh_CN&edition=full","pubTime":"2021-07-22 19:48","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127427732","media":"Tiger Newspress","summary":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetu","content":"<p>(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>(7月22日)股指期货周四上涨,投资者寻求收益和数据的动力,以延续两天的涨势,抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. </p><p><blockquote>截至美国东部时间上午7:54,道指E-minis上涨47点,涨幅0.14%,标普500 E-minis上涨6.5点,涨幅0.15%,纳斯达克100 E-minis上涨28.75点,涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示,周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色,可能是有记录以来最好的之一。尽管如此,我们的央行流动性仍然非常充裕,经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前,能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%,跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者:</blockquote></p><p> <ul> <li>Didi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li> <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li> <li>AT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li> <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li> <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%,此前知情人士表示,中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望,股价下跌4.8%,巴克莱银行表示“前景平淡,在周期后期几乎没有什么可生存的了”。</li><li>AT&T(T)股价上涨0.9%,由于更多美国人转向5G手机,该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍,上涨1.3%,因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中,(NURO)飙升33%。</li></ul>在其他地方,劳工部将于美国东部时间上午8:30发布的报告预计将显示,由于工人严重短缺,截至7月17日当周,美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况,特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后,比特币股价短暂升破32,000美元,埃隆·马斯克表示,他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面,石油延续了周三价格大幅上涨的大部分时间,创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%,至每桶71.94美元,但周三上涨超过4%。金价稳定在每盎司1,801美元,加密货币在从低点反弹后坚挺,当时特斯拉老板Elon Musk表示,在对其能源使用进行尽职调查后,该汽车制造商可能会重新开始接受比特币付款。</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>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</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\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</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\">2021-07-22 19:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>(7月22日)股指期货周四上涨,投资者寻求收益和数据的动力,以延续两天的涨势,抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. </p><p><blockquote>截至美国东部时间上午7:54,道指E-minis上涨47点,涨幅0.14%,标普500 E-minis上涨6.5点,涨幅0.15%,纳斯达克100 E-minis上涨28.75点,涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示,周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色,可能是有记录以来最好的之一。尽管如此,我们的央行流动性仍然非常充裕,经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前,能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%,跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者:</blockquote></p><p> <ul> <li>Didi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li> <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li> <li>AT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li> <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li> <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%,此前知情人士表示,中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望,股价下跌4.8%,巴克莱银行表示“前景平淡,在周期后期几乎没有什么可生存的了”。</li><li>AT&T(T)股价上涨0.9%,由于更多美国人转向5G手机,该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍,上涨1.3%,因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中,(NURO)飙升33%。</li></ul>在其他地方,劳工部将于美国东部时间上午8:30发布的报告预计将显示,由于工人严重短缺,截至7月17日当周,美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况,特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后,比特币股价短暂升破32,000美元,埃隆·马斯克表示,他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面,石油延续了周三价格大幅上涨的大部分时间,创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%,至每桶71.94美元,但周三上涨超过4%。金价稳定在每盎司1,801美元,加密货币在从低点反弹后坚挺,当时特斯拉老板Elon Musk表示,在对其能源使用进行尽职调查后,该汽车制造商可能会重新开始接受比特币付款。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127427732","content_text":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.\nAt 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. \nThe turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”\nEnergy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.\nSome other notable pre-market movers:\n\nDidi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.\nTexas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”\nAT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.\nDow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.\nChembio Diagnostics (CEMI) gains 9.9% and NeuroMetrix (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.\n\nElsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.\nBitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.\nIn commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145731537,"gmtCreate":1626244371029,"gmtModify":1633928677459,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145731537","repostId":"1156870993","repostType":4,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389374686,"gmtCreate":1612705040845,"gmtModify":1703764383827,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"GME","listText":"GME","text":"GME","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389374686","repostId":"1132260998","repostType":4,"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":898841768,"gmtCreate":1628487385654,"gmtModify":1631891684406,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898841768","repostId":"1117756865","repostType":4,"repost":{"id":"1117756865","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628485462,"share":"https://www.laohu8.com/m/news/1117756865?lang=zh_CN&edition=full","pubTime":"2021-08-09 13:04","market":"us","language":"en","title":"Apple Needs To Cut Apple TV Prices Or Cull The Beleaguered Living Room Gadget: Gurman<blockquote>苹果需要降低苹果电视价格或淘汰陷入困境的客厅小工具:古尔曼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117756865","media":"Benzinga","summary":"Apple needs to cut the prices of Apple TV or send it the way of other retired products like iPod HiF","content":"<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>needs to cut the prices of <b>Apple TV</b> or send it the way of other retired products like iPod HiFi and the high-end version of its HomePod speakers, wrote <b>Mark Gurman</b> in the latest edition of his newsletter.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>需要降价<b>苹果电视台</b>或者像iPod HiFi和HomePod扬声器的高端版本那样发送它<b>马克·古尔曼</b>在他最新一期的时事通讯中。</blockquote></p><p> <b>What Happened:</b> Gurman noted the coming of the “age of streaming” and the abundance of services like those offered by <b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>,<b> </b>and <b>Hulu</b>.</p><p><blockquote><b>发生了什么:</b>古尔曼指出了“流媒体时代”的到来以及诸如<b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>,<b></b>和<b>葫芦</b>.</blockquote></p><p> This, according to Gurman, has made Apple TV a largely “pointless accessory.” The analyst buttressed his point by sharing 2020 data from Strategy Analytics that found that Apple TV only held 2% of the streaming device market.</p><p><blockquote>古尔曼表示,这使得苹果电视在很大程度上成为“毫无意义的配件”。这位分析师通过分享Strategy Analytics 2020年的数据来支持他的观点,该数据发现苹果电视仅占据流媒体设备市场的2%。</blockquote></p><p> “One idea for keeping the Apple TV relevant would be to bundle an Apple TV+ subscription indefinitely at no additional charge,” wrote Gurman.</p><p><blockquote>古尔曼写道:“保持苹果电视相关性的一个想法是无限期捆绑苹果TV+订阅,不收取额外费用。”</blockquote></p><p> Gurman’s other ideas include cutting the price of the box or turning it into a 4K capable “stick.”</p><p><blockquote>古尔曼的其他想法包括降低盒子的价格或将其变成具有4K功能的“棍子”。</blockquote></p><p> <b>Why It Matters:</b> Gurman’s suggestions are unlikely to come to fruition anytime soon. He said that Apple engineers have told him that the iPhone maker “doesn’t have a strong living room hardware strategy and that there isn’t much internal optimism.”</p><p><blockquote><b>为什么重要:</b>古尔曼的建议不太可能很快实现。他表示,苹果工程师告诉他,这家iPhone制造商“没有强有力的客厅硬件战略,内部也没有太多乐观情绪”。</blockquote></p><p> In the latest newsletter, Gurman noted that the Apple TV had gone through more “interface overhauls” compared with any other Apple products and “despite nearly 15 years of attempts, Apple hasn’t created anything close to a market leader.”</p><p><blockquote>在最新的时事通讯中,古尔曼指出,与任何其他苹果产品相比,苹果电视经历了更多的“界面检修”,“尽管进行了近15年的尝试,但苹果尚未创造出任何接近市场领导者的产品。”</blockquote></p><p> The Bloomberg Journalist contributed to 9 to 5 Mac for over six years and isregardedas an authority on the <b>Tim Cook</b>-led company.</p><p><blockquote>这位彭博社记者为Mac朝九晚五做出了六年多的贡献,被视为该领域的权威<b>蒂姆·库克</b>-led公司。</blockquote></p><p> Appleunveiled the next generationof its 4K box containing an A12 Bionic chip in April this year. The device comes with a new <b>Siri Remote,</b>which features clickpad and touch controls.</p><p><blockquote>今年4月,苹果推出了包含A12仿生芯片的下一代4K盒子。该设备带有一个新的<b>遥控器系列,</b>它具有点击板和触摸控制。</blockquote></p><p> <b>Price Action:</b> On Friday, Apple shares closed nearly 0.5% lower at $146.14 in the regular session and fell 0.12% in the after-hours trading.</p><p><blockquote><b>价格走势:</b>周五,苹果股价常规交易时段收跌近0.5%,报146.14美元,盘后交易下跌0.12%。</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>Apple Needs To Cut Apple TV Prices Or Cull The Beleaguered Living Room Gadget: Gurman<blockquote>苹果需要降低苹果电视价格或淘汰陷入困境的客厅小工具:古尔曼</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\">\nApple Needs To Cut Apple TV Prices Or Cull The Beleaguered Living Room Gadget: Gurman<blockquote>苹果需要降低苹果电视价格或淘汰陷入困境的客厅小工具:古尔曼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-09 13:04</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> </b>needs to cut the prices of <b>Apple TV</b> or send it the way of other retired products like iPod HiFi and the high-end version of its HomePod speakers, wrote <b>Mark Gurman</b> in the latest edition of his newsletter.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>需要降价<b>苹果电视台</b>或者像iPod HiFi和HomePod扬声器的高端版本那样发送它<b>马克·古尔曼</b>在他最新一期的时事通讯中。</blockquote></p><p> <b>What Happened:</b> Gurman noted the coming of the “age of streaming” and the abundance of services like those offered by <b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>,<b> </b>and <b>Hulu</b>.</p><p><blockquote><b>发生了什么:</b>古尔曼指出了“流媒体时代”的到来以及诸如<b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b>,<b> <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>,<b></b>和<b>葫芦</b>.</blockquote></p><p> This, according to Gurman, has made Apple TV a largely “pointless accessory.” The analyst buttressed his point by sharing 2020 data from Strategy Analytics that found that Apple TV only held 2% of the streaming device market.</p><p><blockquote>古尔曼表示,这使得苹果电视在很大程度上成为“毫无意义的配件”。这位分析师通过分享Strategy Analytics 2020年的数据来支持他的观点,该数据发现苹果电视仅占据流媒体设备市场的2%。</blockquote></p><p> “One idea for keeping the Apple TV relevant would be to bundle an Apple TV+ subscription indefinitely at no additional charge,” wrote Gurman.</p><p><blockquote>古尔曼写道:“保持苹果电视相关性的一个想法是无限期捆绑苹果TV+订阅,不收取额外费用。”</blockquote></p><p> Gurman’s other ideas include cutting the price of the box or turning it into a 4K capable “stick.”</p><p><blockquote>古尔曼的其他想法包括降低盒子的价格或将其变成具有4K功能的“棍子”。</blockquote></p><p> <b>Why It Matters:</b> Gurman’s suggestions are unlikely to come to fruition anytime soon. He said that Apple engineers have told him that the iPhone maker “doesn’t have a strong living room hardware strategy and that there isn’t much internal optimism.”</p><p><blockquote><b>为什么重要:</b>古尔曼的建议不太可能很快实现。他表示,苹果工程师告诉他,这家iPhone制造商“没有强有力的客厅硬件战略,内部也没有太多乐观情绪”。</blockquote></p><p> In the latest newsletter, Gurman noted that the Apple TV had gone through more “interface overhauls” compared with any other Apple products and “despite nearly 15 years of attempts, Apple hasn’t created anything close to a market leader.”</p><p><blockquote>在最新的时事通讯中,古尔曼指出,与任何其他苹果产品相比,苹果电视经历了更多的“界面检修”,“尽管进行了近15年的尝试,但苹果尚未创造出任何接近市场领导者的产品。”</blockquote></p><p> The Bloomberg Journalist contributed to 9 to 5 Mac for over six years and isregardedas an authority on the <b>Tim Cook</b>-led company.</p><p><blockquote>这位彭博社记者为Mac朝九晚五做出了六年多的贡献,被视为该领域的权威<b>蒂姆·库克</b>-led公司。</blockquote></p><p> Appleunveiled the next generationof its 4K box containing an A12 Bionic chip in April this year. The device comes with a new <b>Siri Remote,</b>which features clickpad and touch controls.</p><p><blockquote>今年4月,苹果推出了包含A12仿生芯片的下一代4K盒子。该设备带有一个新的<b>遥控器系列,</b>它具有点击板和触摸控制。</blockquote></p><p> <b>Price Action:</b> On Friday, Apple shares closed nearly 0.5% lower at $146.14 in the regular session and fell 0.12% in the after-hours trading.</p><p><blockquote><b>价格走势:</b>周五,苹果股价常规交易时段收跌近0.5%,报146.14美元,盘后交易下跌0.12%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117756865","content_text":"Apple needs to cut the prices of Apple TV or send it the way of other retired products like iPod HiFi and the high-end version of its HomePod speakers, wrote Mark Gurman in the latest edition of his newsletter.\nWhat Happened: Gurman noted the coming of the “age of streaming” and the abundance of services like those offered by Netflix, Amazon.com, and Hulu.\nThis, according to Gurman, has made Apple TV a largely “pointless accessory.” The analyst buttressed his point by sharing 2020 data from Strategy Analytics that found that Apple TV only held 2% of the streaming device market.\n“One idea for keeping the Apple TV relevant would be to bundle an Apple TV+ subscription indefinitely at no additional charge,” wrote Gurman.\nGurman’s other ideas include cutting the price of the box or turning it into a 4K capable “stick.”\nWhy It Matters: Gurman’s suggestions are unlikely to come to fruition anytime soon. He said that Apple engineers have told him that the iPhone maker “doesn’t have a strong living room hardware strategy and that there isn’t much internal optimism.”\nIn the latest newsletter, Gurman noted that the Apple TV had gone through more “interface overhauls” compared with any other Apple products and “despite nearly 15 years of attempts, Apple hasn’t created anything close to a market leader.”\nThe Bloomberg Journalist contributed to 9 to 5 Mac for over six years and isregardedas an authority on the Tim Cook-led company.\nAppleunveiled the next generationof its 4K box containing an A12 Bionic chip in April this year. The device comes with a new Siri Remote,which features clickpad and touch controls.\nPrice Action: On Friday, Apple shares closed nearly 0.5% lower at $146.14 in the regular session and fell 0.12% in the after-hours trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801702769,"gmtCreate":1627532247951,"gmtModify":1631891684447,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Pls like thank you! ","listText":"Pls like thank you! ","text":"Pls like thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801702769","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://www.laohu8.com/m/news/1127264445?lang=zh_CN&edition=full","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500收于当日低点;鲍威尔称美联储距离加息还有很长的路要走</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p><p><blockquote>路透纽约3月19日-标普500周三收盘变化不大,但脱离盘中低点,此前美联储表示美国经济复苏仍在正轨上,主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>表示央行距离考虑加息还有一段路要走。</blockquote></p><p> Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p><p><blockquote>控制市场,科技巨头的股票<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc预测收入增长放缓,股价下跌1.2%。</blockquote></p><p> In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p><p><blockquote>在美联储发布新政策声明后的新闻发布会上,鲍威尔还表示,在退出美联储提供的经济支持之前,美国就业市场仍有“一些地方需要覆盖”。2020年春季,以应对冠状病毒大流行的经济冲击。</blockquote></p><p> “It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p><blockquote>总部位于俄亥俄州托莱多的投资咨询公司Alan B.Lancz&Associates Inc总裁艾伦·兰茨(Alan Lancz)表示:“看起来对市场来说最积极的事情可能是他们远未加息。”</blockquote></p><p> Right after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.</p><p><blockquote>美联储声明发布后,标普500指数扭转了小幅跌势,但当天收盘仍小幅下跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>一直担心通胀上升和COVID-19病例激增可能会影响央行可能开始撤回刺激措施的计划。</blockquote></p><p> The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p><p><blockquote>央行还表示,通胀上升仍然是“暂时性因素”的结果。美联储将隔夜基准利率维持在零附近,并维持债券购买计划不变。</blockquote></p><p> The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p><p><blockquote>The<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>谷歌母公司股价收高<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>由于广告支出激增帮助其公布了创纪录的季度业绩,Inc创下历史新高。该股收盘上涨3.2%。</blockquote></p><p> The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p><p><blockquote>道琼斯工业平均指数下跌127.59点,跌幅0.36%,至34,930.93点;标普500下跌0.82点,跌幅0.02%,至4,400.64点;纳斯达克综合指数上涨102.01点,跌幅0.7%,至14,762.58点。</blockquote></p><p> The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p><p><blockquote>美联储的声明是在最近一次为期两天的政策会议结束时发表的。</blockquote></p><p> “They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p><p><blockquote>F.L.投资组合经理Ellen Hazen表示:“他们有机会发出信号,表明他们将变得更加鹰派,但他们选择不接受。最重要的是,他们是可预测的,而且仍然是可预测的。”普特南投资管理公司<a href=\"https://laohu8.com/S/WEBK\">韦尔斯利</a>,马萨诸塞州。</blockquote></p><p> In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p><p><blockquote>在其他财报消息中,<a href=\"https://laohu8.com/S/MSFT\">微软</a>尽管云服务的繁荣帮助其收入和盈利超出了华尔街的预期,但该公司收盘下跌0.1%。</blockquote></p><p> Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为98.6亿股,而过去20个交易日的全交易日平均成交量相似。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.85比1;在纳斯达克,2.61比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p><p><blockquote>标普500创下42个52周新高,无新低;纳斯达克综合指数录得44个新高和67个新低。</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>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500收于当日低点;鲍威尔称美联储距离加息还有很长的路要走</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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes<blockquote>标普500收于当日低点;鲍威尔称美联储距离加息还有很长的路要走</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-29 07:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p><p><blockquote>路透纽约3月19日-标普500周三收盘变化不大,但脱离盘中低点,此前美联储表示美国经济复苏仍在正轨上,主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>表示央行距离考虑加息还有一段路要走。</blockquote></p><p> Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p><p><blockquote>控制市场,科技巨头的股票<a href=\"https://laohu8.com/S/AAPL\">苹果</a>Inc预测收入增长放缓,股价下跌1.2%。</blockquote></p><p> In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p><p><blockquote>在美联储发布新政策声明后的新闻发布会上,鲍威尔还表示,在退出美联储提供的经济支持之前,美国就业市场仍有“一些地方需要覆盖”。2020年春季,以应对冠状病毒大流行的经济冲击。</blockquote></p><p> “It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.</p><p><blockquote>总部位于俄亥俄州托莱多的投资咨询公司Alan B.Lancz&Associates Inc总裁艾伦·兰茨(Alan Lancz)表示:“看起来对市场来说最积极的事情可能是他们远未加息。”</blockquote></p><p> Right after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.</p><p><blockquote>美联储声明发布后,标普500指数扭转了小幅跌势,但当天收盘仍小幅下跌。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>一直担心通胀上升和COVID-19病例激增可能会影响央行可能开始撤回刺激措施的计划。</blockquote></p><p> The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p><p><blockquote>央行还表示,通胀上升仍然是“暂时性因素”的结果。美联储将隔夜基准利率维持在零附近,并维持债券购买计划不变。</blockquote></p><p> The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p><p><blockquote>The<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>谷歌母公司股价收高<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>由于广告支出激增帮助其公布了创纪录的季度业绩,Inc创下历史新高。该股收盘上涨3.2%。</blockquote></p><p> The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p><p><blockquote>道琼斯工业平均指数下跌127.59点,跌幅0.36%,至34,930.93点;标普500下跌0.82点,跌幅0.02%,至4,400.64点;纳斯达克综合指数上涨102.01点,跌幅0.7%,至14,762.58点。</blockquote></p><p> The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p><p><blockquote>美联储的声明是在最近一次为期两天的政策会议结束时发表的。</blockquote></p><p> “They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p><p><blockquote>F.L.投资组合经理Ellen Hazen表示:“他们有机会发出信号,表明他们将变得更加鹰派,但他们选择不接受。最重要的是,他们是可预测的,而且仍然是可预测的。”普特南投资管理公司<a href=\"https://laohu8.com/S/WEBK\">韦尔斯利</a>,马萨诸塞州。</blockquote></p><p> In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p><p><blockquote>在其他财报消息中,<a href=\"https://laohu8.com/S/MSFT\">微软</a>尽管云服务的繁荣帮助其收入和盈利超出了华尔街的预期,但该公司收盘下跌0.1%。</blockquote></p><p> Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为98.6亿股,而过去20个交易日的全交易日平均成交量相似。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.85比1;在纳斯达克,2.61比1的比率有利于上涨者。</blockquote></p><p> The S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p><p><blockquote>标普500创下42个52周新高,无新低;纳斯达克综合指数录得44个新高和67个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Reuters</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":{"161125":"标普500","IVV":"标普500ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,"IVV":0.9,"OEX":0.9,".SPX":0.9,"SPY":0.9,"UPRO":0.9,".IXIC":0.9,"ESmain":0.9,"OEF":0.9,".DJI":0.9,"SSO":0.9,"SH":0.9,"SPXU":0.9,"SDS":0.9}},"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172606396,"gmtCreate":1626956441215,"gmtModify":1631891684512,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172606396","repostId":"1127427732","repostType":4,"repost":{"id":"1127427732","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":1626954531,"share":"https://www.laohu8.com/m/news/1127427732?lang=zh_CN&edition=full","pubTime":"2021-07-22 19:48","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127427732","media":"Tiger Newspress","summary":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetu","content":"<p>(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>(7月22日)股指期货周四上涨,投资者寻求收益和数据的动力,以延续两天的涨势,抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. </p><p><blockquote>截至美国东部时间上午7:54,道指E-minis上涨47点,涨幅0.14%,标普500 E-minis上涨6.5点,涨幅0.15%,纳斯达克100 E-minis上涨28.75点,涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示,周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色,可能是有记录以来最好的之一。尽管如此,我们的央行流动性仍然非常充裕,经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前,能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%,跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者:</blockquote></p><p> <ul> <li>Didi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li> <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li> <li>AT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li> <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li> <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%,此前知情人士表示,中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望,股价下跌4.8%,巴克莱银行表示“前景平淡,在周期后期几乎没有什么可生存的了”。</li><li>AT&T(T)股价上涨0.9%,由于更多美国人转向5G手机,该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍,上涨1.3%,因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中,(NURO)飙升33%。</li></ul>在其他地方,劳工部将于美国东部时间上午8:30发布的报告预计将显示,由于工人严重短缺,截至7月17日当周,美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况,特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后,比特币股价短暂升破32,000美元,埃隆·马斯克表示,他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面,石油延续了周三价格大幅上涨的大部分时间,创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%,至每桶71.94美元,但周三上涨超过4%。金价稳定在每盎司1,801美元,加密货币在从低点反弹后坚挺,当时特斯拉老板Elon Musk表示,在对其能源使用进行尽职调查后,该汽车制造商可能会重新开始接受比特币付款。</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>Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</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\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的营收</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\">2021-07-22 19:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.</p><p><blockquote>(7月22日)股指期货周四上涨,投资者寻求收益和数据的动力,以延续两天的涨势,抹去了2021年最糟糕交易日的跌幅。</blockquote></p><p> At 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. </p><p><blockquote>截至美国东部时间上午7:54,道指E-minis上涨47点,涨幅0.14%,标普500 E-minis上涨6.5点,涨幅0.15%,纳斯达克100 E-minis上涨28.75点,涨幅0.19%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f0ee7363c9fe8efde482515ffff79ac\" tg-width=\"1242\" tg-height=\"538\" referrerpolicy=\"no-referrer\">The turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”</p><p><blockquote>Direxion产品主管David Mazza在彭博电视台表示,周一抛售的好转表明“企业在这一切中表现得非常有弹性”。“盈利预期相当出色,可能是有记录以来最好的之一。尽管如此,我们的央行流动性仍然非常充裕,经济增长强劲。”</blockquote></p><p> Energy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.</p><p><blockquote>在新一批收益报告、最新的首次申请失业救济数据以及欧洲央行首次会议纳入该行新的战略评估之前,能源股和大型科技股上涨。能源股雪佛龙公司、埃克森美孚公司、斯伦贝谢公司、西方石油公司和马拉松石油公司上涨0.1%至1%,跟踪原油价格。</blockquote></p><p> Some other notable pre-market movers:</p><p><blockquote>其他一些值得注意的盘前推动者:</blockquote></p><p> <ul> <li>Didi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.</li> <li>Texas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”</li> <li>AT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.</li> <li>Dow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.</li> <li><a href=\"https://laohu8.com/S/CEMI\">Chembio Diagnostics</a> (CEMI) gains 9.9% and <a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a> (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.</li> </ul> Elsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.</p><p><blockquote><ul><li>滴滴出行(DIDI)在盘前交易中下跌3%,此前知情人士表示,中国监管机构正在考虑对这家网约车巨头在上个月备受争议的首次公开募股后实施严厉的、或许是前所未有的处罚。</li><li>德州仪器(TXN)第三季度销售和利润预测令分析师失望,股价下跌4.8%,巴克莱银行表示“前景平淡,在周期后期几乎没有什么可生存的了”。</li><li>AT&T(T)股价上涨0.9%,由于更多美国人转向5G手机,该电信运营商第二季度每月电话费支付用户数量超出了分析师的预期。</li><li>陶氏化学(DOW)第二季度利润较第一季度翻倍,上涨1.3%,因消费者和工业需求强劲以及库存下降导致其用于塑料和包装的化学品价格上涨。</li><li><a href=\"https://laohu8.com/S/CEMI\">化学诊断学</a>(CEMI)上涨9.9%<a href=\"https://laohu8.com/S/NURO\">神经度量</a>在Reddit和StockTwits留言板上的讨论中,(NURO)飙升33%。</li></ul>在其他地方,劳工部将于美国东部时间上午8:30发布的报告预计将显示,由于工人严重短缺,截至7月17日当周,美国新申请失业救济的人数从36万降至35万。投资者一直在密切关注货币政策所依赖的就业市场的健康状况,特别是在最近一系列较高的通胀数据引发了人们对经济重新开放时政策支持将比预期更早削减的担忧之后。</blockquote></p><p> Bitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.</p><p><blockquote>在获得埃隆·马斯克(Elon Musk)的提振后,比特币股价短暂升破32,000美元,埃隆·马斯克表示,他的太空探索公司SpaceX拥有该数字代币。</blockquote></p><p> In commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.</p><p><blockquote>大宗商品方面,石油延续了周三价格大幅上涨的大部分时间,创下三个月来最大单日涨幅。布伦特原油期货最近下跌0.4%,至每桶71.94美元,但周三上涨超过4%。金价稳定在每盎司1,801美元,加密货币在从低点反弹后坚挺,当时特斯拉老板Elon Musk表示,在对其能源使用进行尽职调查后,该汽车制造商可能会重新开始接受比特币付款。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127427732","content_text":"(Julr 22) Stock futures advanced on Thursday, with investors looking to earnings and data for impetus to extend a 2-day rally that wiped out losses sustained during the worst trading day of 2021.\nAt 7:54 a.m. ET, Dow E-minis were up 47 points, or 0.14%, S&P 500 E-minis were up 6.5 points, or 0.15% and Nasdaq 100 E-minis rose 28.75 points, or 0.19%. \nThe turnaround from the Monday selloff shows “corporations have been very resilient through all this,” David Mazza, Direxion head of product, said on Bloomberg Television. “Earnings estimates are quite remarkable, probably some of the best on record. Even through all this, we have central-bank liquidity remaining very abundant, economic growth being robust.”\nEnergy and mega-cap tech stocks gained ahead of a new batch of earnings reports, the latest initial claims data and the first ECB meeting to incorporate the bank's new strategic review. Energy stocks Chevron Corp, Exxon Mobil, Schlumberger NV, Occidental Petroleum and Marathon Petroleum Corp climbed between 0.1% and 1%, tracking crude prices.\nSome other notable pre-market movers:\n\nDidi Global (DIDI) drops 3% in premarket trading after people familiar with the matter said Chinese regulators are considering serious, perhaps unprecedented, penalties for for the ride-hailing giant after its controversial initial public offering last month.\nTexas Instruments (TXN) drops 4.8% after third-quarter sales and profit forecasts left analysts disappointed, with Barclays saying the “flat outlook leaves little to live for this late in the cycle.”\nAT&T (T) added 0.9% as the telecom operator beat analysts’ estimates for monthly phone bill paying subscriber additions in the second quarter, fueled by more Americans converting to 5G phones.\nDow (DOW) rose 1.3% after its second-quarter profit doubled from the first, as prices for its chemicals used in plastics and packaging rose on the back of strong consumer and industrial demand as well as lower inventories.\nChembio Diagnostics (CEMI) gains 9.9% and NeuroMetrix (NURO) surges 33% amid discussions on message boards at Reddit and StockTwits.\n\nElsewhere, the Labor Department’s report, due at 8:30 a.m. ET, is expected to show the number of Americans filing new claims for unemployment benefits fell to 350K (from 360K) for the week ended July 17, amid rampant worker shortages. Investors have been closely following the health of the jobs market on which monetary policy hinges, especially after a series of higher inflation reading recently sparked fears about a sooner-than expected paring of policy support as the economy reopens.\nBitcoin briefly rose above $32,000 after getting a boost from Elon Musk, who said his space exploration company SpaceX owns the digital token.\nIn commodities oil hung on to most of Wednesday's sharp price rise, its biggest one-day gain in three months. Brent crude futures were last 0.4% softer at $71.94 a barrel, but had gained more than 4% on Wednesday. Gold was steady at $1,801 an ounce and cryptocurrencies were firm after bouncing from lows when Tesla boss Elon Musk said the carmaker would likely restart accepting bitcoin payments after due diligence on its energy use.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891507516,"gmtCreate":1628396668835,"gmtModify":1631891684421,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Pls like n comment","listText":"Pls like n comment","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891507516","repostId":"1190347839","repostType":4,"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891123576,"gmtCreate":1628351574595,"gmtModify":1631891684439,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891123576","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":4307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831130170,"gmtCreate":1629294093190,"gmtModify":1631891684393,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831130170","repostId":"1113394526","repostType":4,"repost":{"id":"1113394526","kind":"news","pubTimestamp":1629293088,"share":"https://www.laohu8.com/m/news/1113394526?lang=zh_CN&edition=full","pubTime":"2021-08-18 21:24","market":"us","language":"en","title":"Labor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next<blockquote>过去三年,劳动节一直是市场的转折点。一位策略师认为接下来会发生什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113394526","media":"MarketWatch","summary":"Critical information for the trading day.\n\nSummertime markets can be a bit dysfunctional. Last week,","content":"<p> <b>Critical information for the trading day.</b> Summertime markets can be a bit dysfunctional. Last week, for example, the top two sectors were the classically defensive utilities, and the highly cyclical materials. The total market volume on the New York Stock Exchange and the Nasdaq on Tuesday was 59% below the peak of the year, and 19% below the year’s average.</p><p><blockquote><b>交易日的关键信息。</b>夏季市场可能有点功能失调。例如,上周排名靠前的两个行业是典型的防御性公用事业和高度周期性的材料。纽约证券交易所和纳斯达克周二的市场总成交量较年内峰值低59%,较年内平均水平低19%。</blockquote></p><p> Tavis McCourt, institutional equity strategist at Raymond James, points out the last two years, there was a big value and cyclical bias in stock markets after Labor Day, and in 2018, markets basically collapsed after the summer drew to a close. “We believe as the chase for the end of the year begins, a renewed value/cyclical outperformance is likely along with higher 10-year Treasury yields, but like it has been for the past 18 months and will be for the foreseeable future, the virus is the boss,” he says.</p><p><blockquote>雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)指出,过去两年,劳动节之后股市出现了很大的价值和周期性偏差,而2018年,夏季结束后市场基本崩溃。“我们相信,随着年底追逐的开始,价值/周期性表现可能会随着10年期国债收益率的上升而重新出现,但就像过去18个月和可预见的未来一样,病毒是老板,”他说。</blockquote></p><p> The 10-year, he says, is the linchpin to the whole market. Quantitative easing, bank liquidity, Treasury gamesmanship and delta variant fear should all fade in the second half, allowing yields to rise up to a reasonable level. That in turn will get the yield curve steepening, helping value stocks, small-caps and cyclicals — which have a long way to go, given the summer reversal in markets.</p><p><blockquote>他说,10年是整个市场的关键。量化宽松、银行流动性、财政部的小动作和对德尔塔变异毒株的担忧都应该会在下半年消退,从而使收益率升至合理水平。这反过来将使收益率曲线变陡,帮助价值股、小盘股和周期性股票——考虑到夏季市场的逆转,这些股票还有很长的路要走。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/045d6c5307b933cc3b0fc0494b418f15\" tg-width=\"700\" tg-height=\"446\" width=\"100%\" height=\"auto\">Another point he makes is there is no income or spending cliff. By the end of 2021, personal income will be about $1.2 trillion higher than the fourth quarter of 2019 — or put another way, almost exactly in line with the 4% annual average between 2010 and 2019. Since so much of the stimulus was saved, consumer spending should still grow, and an infrastructure stimulus would be a net positive.</p><p><blockquote>他提出的另一点是,不存在收入或支出悬崖。到2021年底,个人收入将比2019年第四季度高出约1.2万亿美元——或者换句话说,几乎完全符合2010年至2019年间4%的年平均水平。由于如此多的刺激措施被节省下来,消费者支出应该仍会增长,而基础设施刺激措施将是一个净利好。</blockquote></p><p> Another huge tailwind, he says, is that financial obligations as a percent of disposable income are near 40-year lows. “Consumers have dry powder to spend, for a long, long time even with incomes returning to trend line,” says McCourt. Public company leverage also is down — on a next 12 month basis, net debt-to-Ebitda of S&P 500 companies has dropped to 1.07 in July from a peak of 1.55, and 1.28 in December 2019. Inventories, he adds, are “horribly low,” which while depressing this year’s economic output will lead to restocking demand over the next two years.</p><p><blockquote>他说,另一个巨大的推动力是金融债务占可支配收入的百分比接近40年来的低点。麦考特说:“即使收入恢复到趋势线,消费者也可以在很长很长一段时间内消费干粉。”上市公司杠杆率也在下降——在未来12个月的基础上,标普500公司的净债务与Ebitda之比已从峰值1.55降至7月份的1.07,2019年12月为1.28。他补充说,库存“低得可怕”,这在抑制今年经济产出的同时,将导致未来两年需求的补充。</blockquote></p><p> For the “de-urbanization theme,” McCourt’s stock picks are Lennar LEN, American Homes 4 Rent AMH, Eagle Materials EXP, KB Home KBH and MDC Holdings MDC. For “discounted valuation and improving return on equity,” he likes AutoZone AZO, Old Republic International ORI, Jabil JBL, Triumph Bancorp TBK and Meta Financial Group CASH.</p><p><blockquote>对于“去城市化主题”,麦考特的股票选择是Lennar LEN、American Homes 4 Rent AMH、Eagle Materials EXP、KB Home KBH和MDC Holdings MDC。对于“估值折扣和提高股本回报率”,他喜欢AutoZone AZO、Old Republic International ORI、Jabil JBL、Triumph Bancorp TBK和Meta Financial Group CASH。</blockquote></p><p> For “economic reopening beneficiaries,” he likes National Retail Properties NNN, Bloomin Brands BLMN and Mohawk Industries MHK, and for infrastructure beneficiaries, he likes Evoqua Water Technologies AQUA and Atlantic Sustainable Infrastructure AY.</p><p><blockquote>对于“经济重新开放受益者”,他喜欢NNN国家零售地产、Bloomin Brands BLMN和Mohawk Industries MHK;对于基础设施受益者,他喜欢Evoqua Water Technologies AQUA和Atlantic Sustainable Infrastructure AY。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e1d103548f1c9d2c78cdff2912add8d2\" tg-width=\"700\" tg-height=\"501\" width=\"100%\" height=\"auto\">The one major risk he sees is inflation. During the late 1940s and late 1960s, short-term inflation caused 20% pullbacks, followed by inflation-adjusted returns of about zero over the next five years. In both periods, stronger than typical earnings per share growth was offset by price-to-earnings contraction, he notes.</p><p><blockquote>他认为的一个主要风险是通货膨胀。在20世纪40年代末和60年代末,短期通胀导致了20%的回调,随后五年通胀调整后的回报率约为零。他指出,在这两个时期,每股收益强劲的增长都被市盈率收缩所抵消。</blockquote></p><p> <b>Fed minutes on tap</b></p><p><blockquote><b>美联储会议纪要随时准备</b></blockquote></p><p> Minutes from the most recent Federal Reserve interest-rate setting committee are due for release at 2 p.m. Eastern, with much of the suspense about the central bank’s direction taken away by earlier stories this week from The Wall Street Journal and Bloomberg News, that both pointed to imminent announcements that the bond-buying program will be phased out.</p><p><blockquote>最近一次美联储利率制定委员会的会议纪要将于下午2点发布。《华尔街日报》和彭博新闻本周早些时候的报道消除了有关央行方向的大部分悬念,这两篇报道都指出即将宣布将逐步取消债券购买计划。</blockquote></p><p> “In short, at this point, the Fed is just working out the details. Barring some dramatic change in the economy, tapering of asset purchases will begin in the next few months and end by the middle of next year,” said Tim Duy, chief U.S. economist at SGH Macro Advisors.</p><p><blockquote>SGH Macro Advisors首席美国经济学家Tim Duy表示:“简而言之,在这一点上,美联储只是在制定细节。除非经济发生一些戏剧性的变化,否则缩减资产购买将在未来几个月开始,并在明年年中结束。”</blockquote></p><p> Housing starts slumped 7% in July, coming in below economist estimates.</p><p><blockquote>7月份新屋开工率下降7%,低于经济学家的预期。</blockquote></p><p> Home-improvement chain Lowe’s LOW beat earnings estimates and reported a surprise increase in sales. Discounter Target TGT reported forecast-beating earnings and revenue, as it authorized a new $15 billion stock buyback plan.</p><p><blockquote>家居装修连锁店劳氏(Lowe's LOW)的盈利超出预期,并报告销售额意外增长。折扣公司Target TGT公布的盈利和收入超出预期,并批准了一项新的150亿美元股票回购计划。</blockquote></p><p> Networking giant Cisco Systems CSCO and graphics chip maker Nvidia NVDA report results after the close.</p><p><blockquote>网络巨头思科系统CSCO和图形芯片制造商英伟达NVDA在收盘后公布业绩。</blockquote></p><p> <b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> Stock futures ES00 NQ00 were looking a little weaker, following the 282-point downturn in the Dow industrials DJIA on Tuesday that ended a five-session winning run. The yield on the 10-year Treasury BX:TMUBMUSD10Y rose to 1.27%.</p><p><blockquote>周二道琼斯工业指数道琼斯下跌282点,结束了五个交易日的上涨势头,股指期货ES00 NQ00看起来略有疲软。10年期国债BX:TMUBMUSD10Y收益率升至1.27%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推特</b></blockquote></p><p> Ajmal Ahmady, until Saturday the central bank chief of Afghanistan, gave a pretty grim diagnosis for the economy.</p><p><blockquote>周六之前担任阿富汗央行行长的Ajmal Ahmady对经济做出了相当严峻的诊断。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/7a6bd50c6280d2e9af2b22cfed7c928d\" tg-width=\"522\" tg-height=\"584\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","source":"market_watch","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>Labor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next<blockquote>过去三年,劳动节一直是市场的转折点。一位策略师认为接下来会发生什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLabor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next<blockquote>过去三年,劳动节一直是市场的转折点。一位策略师认为接下来会发生什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-18 21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Critical information for the trading day.</b> Summertime markets can be a bit dysfunctional. Last week, for example, the top two sectors were the classically defensive utilities, and the highly cyclical materials. The total market volume on the New York Stock Exchange and the Nasdaq on Tuesday was 59% below the peak of the year, and 19% below the year’s average.</p><p><blockquote><b>交易日的关键信息。</b>夏季市场可能有点功能失调。例如,上周排名靠前的两个行业是典型的防御性公用事业和高度周期性的材料。纽约证券交易所和纳斯达克周二的市场总成交量较年内峰值低59%,较年内平均水平低19%。</blockquote></p><p> Tavis McCourt, institutional equity strategist at Raymond James, points out the last two years, there was a big value and cyclical bias in stock markets after Labor Day, and in 2018, markets basically collapsed after the summer drew to a close. “We believe as the chase for the end of the year begins, a renewed value/cyclical outperformance is likely along with higher 10-year Treasury yields, but like it has been for the past 18 months and will be for the foreseeable future, the virus is the boss,” he says.</p><p><blockquote>雷蒙德·詹姆斯(Raymond James)机构股票策略师塔维斯·麦考特(Tavis McCourt)指出,过去两年,劳动节之后股市出现了很大的价值和周期性偏差,而2018年,夏季结束后市场基本崩溃。“我们相信,随着年底追逐的开始,价值/周期性表现可能会随着10年期国债收益率的上升而重新出现,但就像过去18个月和可预见的未来一样,病毒是老板,”他说。</blockquote></p><p> The 10-year, he says, is the linchpin to the whole market. Quantitative easing, bank liquidity, Treasury gamesmanship and delta variant fear should all fade in the second half, allowing yields to rise up to a reasonable level. That in turn will get the yield curve steepening, helping value stocks, small-caps and cyclicals — which have a long way to go, given the summer reversal in markets.</p><p><blockquote>他说,10年是整个市场的关键。量化宽松、银行流动性、财政部的小动作和对德尔塔变异毒株的担忧都应该会在下半年消退,从而使收益率升至合理水平。这反过来将使收益率曲线变陡,帮助价值股、小盘股和周期性股票——考虑到夏季市场的逆转,这些股票还有很长的路要走。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/045d6c5307b933cc3b0fc0494b418f15\" tg-width=\"700\" tg-height=\"446\" width=\"100%\" height=\"auto\">Another point he makes is there is no income or spending cliff. By the end of 2021, personal income will be about $1.2 trillion higher than the fourth quarter of 2019 — or put another way, almost exactly in line with the 4% annual average between 2010 and 2019. Since so much of the stimulus was saved, consumer spending should still grow, and an infrastructure stimulus would be a net positive.</p><p><blockquote>他提出的另一点是,不存在收入或支出悬崖。到2021年底,个人收入将比2019年第四季度高出约1.2万亿美元——或者换句话说,几乎完全符合2010年至2019年间4%的年平均水平。由于如此多的刺激措施被节省下来,消费者支出应该仍会增长,而基础设施刺激措施将是一个净利好。</blockquote></p><p> Another huge tailwind, he says, is that financial obligations as a percent of disposable income are near 40-year lows. “Consumers have dry powder to spend, for a long, long time even with incomes returning to trend line,” says McCourt. Public company leverage also is down — on a next 12 month basis, net debt-to-Ebitda of S&P 500 companies has dropped to 1.07 in July from a peak of 1.55, and 1.28 in December 2019. Inventories, he adds, are “horribly low,” which while depressing this year’s economic output will lead to restocking demand over the next two years.</p><p><blockquote>他说,另一个巨大的推动力是金融债务占可支配收入的百分比接近40年来的低点。麦考特说:“即使收入恢复到趋势线,消费者也可以在很长很长一段时间内消费干粉。”上市公司杠杆率也在下降——在未来12个月的基础上,标普500公司的净债务与Ebitda之比已从峰值1.55降至7月份的1.07,2019年12月为1.28。他补充说,库存“低得可怕”,这在抑制今年经济产出的同时,将导致未来两年需求的补充。</blockquote></p><p> For the “de-urbanization theme,” McCourt’s stock picks are Lennar LEN, American Homes 4 Rent AMH, Eagle Materials EXP, KB Home KBH and MDC Holdings MDC. For “discounted valuation and improving return on equity,” he likes AutoZone AZO, Old Republic International ORI, Jabil JBL, Triumph Bancorp TBK and Meta Financial Group CASH.</p><p><blockquote>对于“去城市化主题”,麦考特的股票选择是Lennar LEN、American Homes 4 Rent AMH、Eagle Materials EXP、KB Home KBH和MDC Holdings MDC。对于“估值折扣和提高股本回报率”,他喜欢AutoZone AZO、Old Republic International ORI、Jabil JBL、Triumph Bancorp TBK和Meta Financial Group CASH。</blockquote></p><p> For “economic reopening beneficiaries,” he likes National Retail Properties NNN, Bloomin Brands BLMN and Mohawk Industries MHK, and for infrastructure beneficiaries, he likes Evoqua Water Technologies AQUA and Atlantic Sustainable Infrastructure AY.</p><p><blockquote>对于“经济重新开放受益者”,他喜欢NNN国家零售地产、Bloomin Brands BLMN和Mohawk Industries MHK;对于基础设施受益者,他喜欢Evoqua Water Technologies AQUA和Atlantic Sustainable Infrastructure AY。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e1d103548f1c9d2c78cdff2912add8d2\" tg-width=\"700\" tg-height=\"501\" width=\"100%\" height=\"auto\">The one major risk he sees is inflation. During the late 1940s and late 1960s, short-term inflation caused 20% pullbacks, followed by inflation-adjusted returns of about zero over the next five years. In both periods, stronger than typical earnings per share growth was offset by price-to-earnings contraction, he notes.</p><p><blockquote>他认为的一个主要风险是通货膨胀。在20世纪40年代末和60年代末,短期通胀导致了20%的回调,随后五年通胀调整后的回报率约为零。他指出,在这两个时期,每股收益强劲的增长都被市盈率收缩所抵消。</blockquote></p><p> <b>Fed minutes on tap</b></p><p><blockquote><b>美联储会议纪要随时准备</b></blockquote></p><p> Minutes from the most recent Federal Reserve interest-rate setting committee are due for release at 2 p.m. Eastern, with much of the suspense about the central bank’s direction taken away by earlier stories this week from The Wall Street Journal and Bloomberg News, that both pointed to imminent announcements that the bond-buying program will be phased out.</p><p><blockquote>最近一次美联储利率制定委员会的会议纪要将于下午2点发布。《华尔街日报》和彭博新闻本周早些时候的报道消除了有关央行方向的大部分悬念,这两篇报道都指出即将宣布将逐步取消债券购买计划。</blockquote></p><p> “In short, at this point, the Fed is just working out the details. Barring some dramatic change in the economy, tapering of asset purchases will begin in the next few months and end by the middle of next year,” said Tim Duy, chief U.S. economist at SGH Macro Advisors.</p><p><blockquote>SGH Macro Advisors首席美国经济学家Tim Duy表示:“简而言之,在这一点上,美联储只是在制定细节。除非经济发生一些戏剧性的变化,否则缩减资产购买将在未来几个月开始,并在明年年中结束。”</blockquote></p><p> Housing starts slumped 7% in July, coming in below economist estimates.</p><p><blockquote>7月份新屋开工率下降7%,低于经济学家的预期。</blockquote></p><p> Home-improvement chain Lowe’s LOW beat earnings estimates and reported a surprise increase in sales. Discounter Target TGT reported forecast-beating earnings and revenue, as it authorized a new $15 billion stock buyback plan.</p><p><blockquote>家居装修连锁店劳氏(Lowe's LOW)的盈利超出预期,并报告销售额意外增长。折扣公司Target TGT公布的盈利和收入超出预期,并批准了一项新的150亿美元股票回购计划。</blockquote></p><p> Networking giant Cisco Systems CSCO and graphics chip maker Nvidia NVDA report results after the close.</p><p><blockquote>网络巨头思科系统CSCO和图形芯片制造商英伟达NVDA在收盘后公布业绩。</blockquote></p><p> <b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> Stock futures ES00 NQ00 were looking a little weaker, following the 282-point downturn in the Dow industrials DJIA on Tuesday that ended a five-session winning run. The yield on the 10-year Treasury BX:TMUBMUSD10Y rose to 1.27%.</p><p><blockquote>周二道琼斯工业指数道琼斯下跌282点,结束了五个交易日的上涨势头,股指期货ES00 NQ00看起来略有疲软。10年期国债BX:TMUBMUSD10Y收益率升至1.27%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推特</b></blockquote></p><p> Ajmal Ahmady, until Saturday the central bank chief of Afghanistan, gave a pretty grim diagnosis for the economy.</p><p><blockquote>周六之前担任阿富汗央行行长的Ajmal Ahmady对经济做出了相当严峻的诊断。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/7a6bd50c6280d2e9af2b22cfed7c928d\" tg-width=\"522\" tg-height=\"584\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-chase-for-the-end-of-the-year-is-about-to-start-this-strategist-says-heres-what-may-happen-next-11629283826?mod=home-page\">MarketWatch</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.marketwatch.com/story/the-chase-for-the-end-of-the-year-is-about-to-start-this-strategist-says-heres-what-may-happen-next-11629283826?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1113394526","content_text":"Critical information for the trading day.\n\nSummertime markets can be a bit dysfunctional. Last week, for example, the top two sectors were the classically defensive utilities, and the highly cyclical materials. The total market volume on the New York Stock Exchange and the Nasdaq on Tuesday was 59% below the peak of the year, and 19% below the year’s average.\nTavis McCourt, institutional equity strategist at Raymond James, points out the last two years, there was a big value and cyclical bias in stock markets after Labor Day, and in 2018, markets basically collapsed after the summer drew to a close. “We believe as the chase for the end of the year begins, a renewed value/cyclical outperformance is likely along with higher 10-year Treasury yields, but like it has been for the past 18 months and will be for the foreseeable future, the virus is the boss,” he says.\nThe 10-year, he says, is the linchpin to the whole market. Quantitative easing, bank liquidity, Treasury gamesmanship and delta variant fear should all fade in the second half, allowing yields to rise up to a reasonable level. That in turn will get the yield curve steepening, helping value stocks, small-caps and cyclicals — which have a long way to go, given the summer reversal in markets.\nAnother point he makes is there is no income or spending cliff. By the end of 2021, personal income will be about $1.2 trillion higher than the fourth quarter of 2019 — or put another way, almost exactly in line with the 4% annual average between 2010 and 2019. Since so much of the stimulus was saved, consumer spending should still grow, and an infrastructure stimulus would be a net positive.\nAnother huge tailwind, he says, is that financial obligations as a percent of disposable income are near 40-year lows. “Consumers have dry powder to spend, for a long, long time even with incomes returning to trend line,” says McCourt. Public company leverage also is down — on a next 12 month basis, net debt-to-Ebitda of S&P 500 companies has dropped to 1.07 in July from a peak of 1.55, and 1.28 in December 2019. Inventories, he adds, are “horribly low,” which while depressing this year’s economic output will lead to restocking demand over the next two years.\nFor the “de-urbanization theme,” McCourt’s stock picks are Lennar LEN, American Homes 4 Rent AMH, Eagle Materials EXP, KB Home KBH and MDC Holdings MDC. For “discounted valuation and improving return on equity,” he likes AutoZone AZO, Old Republic International ORI, Jabil JBL, Triumph Bancorp TBK and Meta Financial Group CASH.\nFor “economic reopening beneficiaries,” he likes National Retail Properties NNN, Bloomin Brands BLMN and Mohawk Industries MHK, and for infrastructure beneficiaries, he likes Evoqua Water Technologies AQUA and Atlantic Sustainable Infrastructure AY.\nThe one major risk he sees is inflation. During the late 1940s and late 1960s, short-term inflation caused 20% pullbacks, followed by inflation-adjusted returns of about zero over the next five years. In both periods, stronger than typical earnings per share growth was offset by price-to-earnings contraction, he notes.\nFed minutes on tap\nMinutes from the most recent Federal Reserve interest-rate setting committee are due for release at 2 p.m. Eastern, with much of the suspense about the central bank’s direction taken away by earlier stories this week from The Wall Street Journal and Bloomberg News, that both pointed to imminent announcements that the bond-buying program will be phased out.\n“In short, at this point, the Fed is just working out the details. Barring some dramatic change in the economy, tapering of asset purchases will begin in the next few months and end by the middle of next year,” said Tim Duy, chief U.S. economist at SGH Macro Advisors.\nHousing starts slumped 7% in July, coming in below economist estimates.\nHome-improvement chain Lowe’s LOW beat earnings estimates and reported a surprise increase in sales. Discounter Target TGT reported forecast-beating earnings and revenue, as it authorized a new $15 billion stock buyback plan.\nNetworking giant Cisco Systems CSCO and graphics chip maker Nvidia NVDA report results after the close.\nThe markets\nStock futures ES00 NQ00 were looking a little weaker, following the 282-point downturn in the Dow industrials DJIA on Tuesday that ended a five-session winning run. The yield on the 10-year Treasury BX:TMUBMUSD10Y rose to 1.27%.\nThe tweet\nAjmal Ahmady, until Saturday the central bank chief of Afghanistan, gave a pretty grim diagnosis for the economy.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800347032,"gmtCreate":1627282190826,"gmtModify":1631891684461,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800347032","repostId":"1196161938","repostType":4,"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177836245,"gmtCreate":1627193759587,"gmtModify":1631891684472,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Comments. ","listText":"Comments. ","text":"Comments.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177836245","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://www.laohu8.com/m/news/1124707956?lang=zh_CN&edition=full","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时,他们就这样做了。周一,随着标准普尔指数跌至4,220点,高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而,这些对冲基金显然不确定接下来会发生什么,然后继续抛售涨势并<b>周二,GS Prime book出现自6月17日以来最大的单日净卖出</b>(与过去一年的平均每日净流量相比-2.2 SDs)以及自2019年11月以来最大的单一名称净卖出,由多空销售推动(1.6比1),因为所有地区均净卖出北美和亚洲DM以美元计算,并由多空销售推动(2.5比1)。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察:</blockquote></p><p> <ul> <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li> <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li> <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li> <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol> <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li> <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul> <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出(-4.0 SDs),远远超过了宏观产品(指数和ETF合计)的净买入。</li><li>11个行业中有8个行业被净卖出,以医疗保健、工业、消费光盘和公用事业为首,而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转,但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里(GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下,GSXUSTAY的成分股再次集体净买入,并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出,原因是避险资金流动,多头买入超过空头回补。也就是说,与我们周一看到的情况相比,该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件(GSCBSF8X)</b>-篮子成分股连续第二天被净买入,并出现年初至今最大的单日美元净买入,这完全是由多头买入推动的。</li></ul></blockquote></p><p></li> <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出,完全由多头销售推动,尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日(7/19除外)出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么?高盛指出,尽管出现了拉锯,基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日(7月20日)</b></blockquote></p><p> <ul> <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li> <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul> <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li> <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul> <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li> <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后,在定位方面,高盛观察到整体杠杆已下降MTD;虽然基本LS总收入现在仅为一年的第19百分位,但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></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>Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</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\">\nHedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-23 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时,他们就这样做了。周一,随着标准普尔指数跌至4,220点,高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而,这些对冲基金显然不确定接下来会发生什么,然后继续抛售涨势并<b>周二,GS Prime book出现自6月17日以来最大的单日净卖出</b>(与过去一年的平均每日净流量相比-2.2 SDs)以及自2019年11月以来最大的单一名称净卖出,由多空销售推动(1.6比1),因为所有地区均净卖出北美和亚洲DM以美元计算,并由多空销售推动(2.5比1)。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察:</blockquote></p><p> <ul> <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li> <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li> <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li> <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol> <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li> <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul> <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出(-4.0 SDs),远远超过了宏观产品(指数和ETF合计)的净买入。</li><li>11个行业中有8个行业被净卖出,以医疗保健、工业、消费光盘和公用事业为首,而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转,但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里(GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下,GSXUSTAY的成分股再次集体净买入,并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出,原因是避险资金流动,多头买入超过空头回补。也就是说,与我们周一看到的情况相比,该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件(GSCBSF8X)</b>-篮子成分股连续第二天被净买入,并出现年初至今最大的单日美元净买入,这完全是由多头买入推动的。</li></ul></blockquote></p><p></li> <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出,完全由多头销售推动,尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日(7/19除外)出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么?高盛指出,尽管出现了拉锯,基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日(7月20日)</b></blockquote></p><p> <ul> <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li> <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul> <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li> <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul> <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li> <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后,在定位方面,高盛观察到整体杠杆已下降MTD;虽然基本LS总收入现在仅为一年的第19百分位,但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?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":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?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":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177838140,"gmtCreate":1627193628280,"gmtModify":1631891684489,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Nice read","listText":"Nice read","text":"Nice read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177838140","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172606279,"gmtCreate":1626956467991,"gmtModify":1631891684499,"author":{"id":"3556277644755503","authorId":"3556277644755503","name":"traveladdict","avatar":"https://static.tigerbbs.com/56281342ac7214d2f9b3fbcd1729f3cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556277644755503","idStr":"3556277644755503"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172606279","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}