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Onein

Onein

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2021-02-10

Interesting!

The 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?<blockquote>30年期国债收益率触及2%。收益率何时开始损害股市？</blockquote>

2021-02-15

I think today is a good day

2021-02-12

Today is a good day

2021-02-21

Cool

抱歉，原内容已删除

2021-02-17

Wow!

抱歉，原内容已删除

2021-02-10

Nice!

抱歉，原内容已删除

2021-02-21

Interesting!

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2021-03-04

Interesting

5 Stocks To Watch For March 4, 2021<blockquote>2021 年 3 月 4 日值得关注的 5 只股票</blockquote>

2021-03-01

Cool cool cool

抱歉，原内容已删除

2021-03-04

Hahahaha

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17:57","market":"us","language":"en","title":"5 Stocks To Watch For March 4, 2021<blockquote>2021 年 3 月 4 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121663617","media":"Benzinga","summary":"Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86","content":"<p><div> Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell ...</p><p><blockquote><div>华尔街预计 Kroger Co KRto 季度收益为每股 0.69 美元，开盘前营收为 308.6 亿美元。克罗格股价在盘后交易中下跌 0.9%，至 32.96 美元。Marvell ……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>5 Stocks To Watch For March 4, 2021<blockquote>2021 年 3 月 4 日值得关注的 5 只股票</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\">\n5 Stocks To Watch For March 4, 2021<blockquote>2021 年 3 月 4 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-04 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell ...</p><p><blockquote><div>华尔街预计 Kroger Co KRto 季度收益为每股 0.69 美元，开盘前营收为 308.6 亿美元。克罗格股价在盘后交易中下跌 0.9%，至 32.96 美元。Marvell ……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">Benzinga</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":{},"source_url":"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121663617","content_text":"Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell Technology Group Ltd. MRVLreported in-line earnings for its fourth quarter, while sales exceeded estimates. Marvell Technology shares dropped 6% to $42.81 in the after-hours trading session.Analysts are expecting Broadcom Inc AVGO to have earned $6.55 per share on revenue of $6.61 billion for the latest quarter. The company will release earnings after the markets close. Broadcom shares fell 0.1% to $462.89 in after-hours trading.Hewlett Packard Enterprise Co HPE reported better-than-expected results for its first quarter and raised its FY21 earnings forecast. Hewlett Packard Enterprise shares dropped 0.5% to $14.49 in the after-hours trading session.Analysts expect Costco Wholesale Corporation COST to post quarterly earnings at $2.45 per share on revenue of $43.78 billion. Costco shares slipped 0.1% to $323.75 in after-hours trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365782529,"gmtCreate":1614780612861,"gmtModify":1703481024131,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Li auto go!!","listText":"Li auto go!!","text":"Li auto go!!","images":[{"img":"https://static.tigerbbs.com/754335e01afa4114f31038a5e504df72","width":"750","height":"2484"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365782529","isVote":1,"tweetType":1,"viewCount":3753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365023588,"gmtCreate":1614681123044,"gmtModify":1703479776628,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Wow wow wow&nbsp;","listText":"Wow wow wow&nbsp;","text":"Wow wow wow","images":[{"img":"https://static.tigerbbs.com/e0cef879982921658fdfbd176299bc34","width":"750","height":"2424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365023588","isVote":1,"tweetType":1,"viewCount":3878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365023102,"gmtCreate":1614681067706,"gmtModify":1703479775943,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Interesting!","listText":"Interesting!","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365023102","repostId":"1198289081","repostType":4,"repost":{"id":"1198289081","kind":"news","pubTimestamp":1614676006,"share":"https://www.laohunote.com/m/news/1198289081?lang=zh_CN&edition=full","pubTime":"2021-03-02 17:06","market":"us","language":"en","title":"Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198289081","media":"zacks","summary":"I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its","content":"<p>I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”</p><p><blockquote>我一直是Beyond Meat（BYND）的粉丝，尽管大流行病以疯狂的方式波动了该公司的股价。不知何故，我真的很喜欢 “革命性的植物性肉类，由简单的原料制成，不含转基因生物、生物工程成分、激素、抗生素或胆固醇”。</blockquote></p><p>Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.</p><p><blockquote>当每个人都能吃到真正的肉时，他们可能不在乎肉的替代品。但我的感觉是，越来越多的人至少有时会拥有它，作为对环境的象征，或者出于对动物的热爱，或者出于健康的原因。当他们这样做时，他们可能会考虑提供一个受欢迎的品牌。尤其是当它在友好的社区麦当劳如此容易买到的时候（MCD Quick QuoteMCD-Free Report）。或者肯德基，或者必胜客，或者塔可钟。</blockquote></p><p>So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.</p><p><blockquote>因此，重要的是要记住，我们正处于一个不寻常的时代。不寻常的事情发生在不寻常的时候。</blockquote></p><p>And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.</p><p><blockquote>如果这意味着像Beyond Meat这样的公司必须提供折扣、注销一些库存或吸收额外成本，那就这样吧。毕竟，没有人能预料到健康危机的到来，关闭所有的餐馆，把人们送到室内接受保护。</blockquote></p><p>As investors, we should be thinking longer-term.</p><p><blockquote>作为投资者，我们应该着眼长远。</blockquote></p><p>That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.</p><p><blockquote>这意味着尽管面临近期挑战，我们仍应着眼于收入和盈利增长的长期潜力。</blockquote></p><p>Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).</p><p><blockquote>让我们先来看看收入。在刚刚报告的季度中，该公司的销售额仅比去年同期增长了 3.5%，因为餐饮服务的疲软抵消了零售业（美国和国际市场）的巨大增长。</blockquote></p><p>People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.</p><p><blockquote>人们通常在杂货店购买熟悉的品牌。因此，销售额的激增表明强劲的潜在需求和不断增长的品牌知名度。</blockquote></p><p>Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.</p><p><blockquote>好吧，所以它提供折扣。但主要竞争对手不可能食品公司也是如此。这里正在进行一场价格战，Impossible 的激进程度更高。管理层评论还表明，上一季度低于产能运营所吸收的较高固定成本是疲软的更大驱动因素。</blockquote></p><p>The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&amp;D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.</p><p><blockquote>该公司还在增加 IT 基础设施，增加员工人数，以促进研发和市场营销，并支持在欧洲和中国的国际扩张。它还在增加这两个国际市场的产能。</blockquote></p><p>So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.</p><p><blockquote>因此，一方面我们看到它正在建立自己的品牌和内部能力，另一方面，它正在与麦当劳、百胜餐饮集团（百胜快速报价-免费报告）和百事可乐（PEP快速报价PEP-免费报告）等领先品牌签署长期协议。当你主要向 mom n pops 销售时，生意可能会更加不确定。但是，当你向公认的餐饮服务业领导者销售产品时，他们的财力更大，能够承受近期的问题，同时也能在健康零食领域试水，那么业务显然会更加稳定。</blockquote></p><p>But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.</p><p><blockquote>但如果Beyond Meat不是一位伟大的创新者，这一切都不会那么好。它在这方面取得了长足的进步。它已经从汉堡肉饼转向生产香肠和肉丸。它与麦当劳的协议包括共同开发植物性鸡肉、猪肉和鸡蛋的承诺。它与百胜餐饮的协议包括创建不同植物性类别的招牌菜单项。</blockquote></p><p>Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).</p><p><blockquote>Zacks 目前预计该公司今年将实现盈利，同时收入增长 53.8%。鉴于新协议和预期成本增加，这两个数字都需要修订（国际设施的开始生产应该会对成本产生缓解作用，并减少物流复杂性）。</blockquote></p><p>While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.</p><p><blockquote>虽然过去一年的交易价格低于中位数，但Beyond Meat的股价并不便宜。所以我们可以等待更好的切入点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8d24f3c0541515034c6c9e016a8cabe3\" tg-width=\"620\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></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>Beyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</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\">\nBeyond Meat Prepares for a High-Growth Phase<blockquote>Beyond Meat为高增长阶段做准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zacks</strong><span class=\"h-time small\">2021-03-02 17:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”</p><p><blockquote>我一直是Beyond Meat（BYND）的粉丝，尽管大流行病以疯狂的方式波动了该公司的股价。不知何故，我真的很喜欢 “革命性的植物性肉类，由简单的原料制成，不含转基因生物、生物工程成分、激素、抗生素或胆固醇”。</blockquote></p><p>Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.</p><p><blockquote>当每个人都能吃到真正的肉时，他们可能不在乎肉的替代品。但我的感觉是，越来越多的人至少有时会拥有它，作为对环境的象征，或者出于对动物的热爱，或者出于健康的原因。当他们这样做时，他们可能会考虑提供一个受欢迎的品牌。尤其是当它在友好的社区麦当劳如此容易买到的时候（MCD Quick QuoteMCD-Free Report）。或者肯德基，或者必胜客，或者塔可钟。</blockquote></p><p>So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.</p><p><blockquote>因此，重要的是要记住，我们正处于一个不寻常的时代。不寻常的事情发生在不寻常的时候。</blockquote></p><p>And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.</p><p><blockquote>如果这意味着像Beyond Meat这样的公司必须提供折扣、注销一些库存或吸收额外成本，那就这样吧。毕竟，没有人能预料到健康危机的到来，关闭所有的餐馆，把人们送到室内接受保护。</blockquote></p><p>As investors, we should be thinking longer-term.</p><p><blockquote>作为投资者，我们应该着眼长远。</blockquote></p><p>That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.</p><p><blockquote>这意味着尽管面临近期挑战，我们仍应着眼于收入和盈利增长的长期潜力。</blockquote></p><p>Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).</p><p><blockquote>让我们先来看看收入。在刚刚报告的季度中，该公司的销售额仅比去年同期增长了 3.5%，因为餐饮服务的疲软抵消了零售业（美国和国际市场）的巨大增长。</blockquote></p><p>People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.</p><p><blockquote>人们通常在杂货店购买熟悉的品牌。因此，销售额的激增表明强劲的潜在需求和不断增长的品牌知名度。</blockquote></p><p>Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.</p><p><blockquote>好吧，所以它提供折扣。但主要竞争对手不可能食品公司也是如此。这里正在进行一场价格战，Impossible 的激进程度更高。管理层评论还表明，上一季度低于产能运营所吸收的较高固定成本是疲软的更大驱动因素。</blockquote></p><p>The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&amp;D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.</p><p><blockquote>该公司还在增加 IT 基础设施，增加员工人数，以促进研发和市场营销，并支持在欧洲和中国的国际扩张。它还在增加这两个国际市场的产能。</blockquote></p><p>So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.</p><p><blockquote>因此，一方面我们看到它正在建立自己的品牌和内部能力，另一方面，它正在与麦当劳、百胜餐饮集团（百胜快速报价-免费报告）和百事可乐（PEP快速报价PEP-免费报告）等领先品牌签署长期协议。当你主要向 mom n pops 销售时，生意可能会更加不确定。但是，当你向公认的餐饮服务业领导者销售产品时，他们的财力更大，能够承受近期的问题，同时也能在健康零食领域试水，那么业务显然会更加稳定。</blockquote></p><p>But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.</p><p><blockquote>但如果Beyond Meat不是一位伟大的创新者，这一切都不会那么好。它在这方面取得了长足的进步。它已经从汉堡肉饼转向生产香肠和肉丸。它与麦当劳的协议包括共同开发植物性鸡肉、猪肉和鸡蛋的承诺。它与百胜餐饮的协议包括创建不同植物性类别的招牌菜单项。</blockquote></p><p>Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).</p><p><blockquote>Zacks 目前预计该公司今年将实现盈利，同时收入增长 53.8%。鉴于新协议和预期成本增加，这两个数字都需要修订（国际设施的开始生产应该会对成本产生缓解作用，并减少物流复杂性）。</blockquote></p><p>While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.</p><p><blockquote>虽然过去一年的交易价格低于中位数，但Beyond Meat的股价并不便宜。所以我们可以等待更好的切入点。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8d24f3c0541515034c6c9e016a8cabe3\" tg-width=\"620\" tg-height=\"261\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/stock/news/1270468/beyond-meat-prepares-for-a-high-growth-phase?art_rec=home-home-investment_ideas_stocks-ID12-txt-1129470\">zacks</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":{"BYND":"Beyond Meat, Inc."},"source_url":"https://www.zacks.com/stock/news/1270468/beyond-meat-prepares-for-a-high-growth-phase?art_rec=home-home-investment_ideas_stocks-ID12-txt-1129470","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198289081","content_text":"I’ve been a Beyond Meat (BYND) fan for a while now, despite the crazy way the pandemic has moved its shares around. Somehow, I really like the sound of “revolutionary plant-based meats made from simple ingredients without GMOs, bioengineered ingredients, hormones, antibiotics, or cholesterol.”Everyone may not care for a meat substitute when they can have the real thing. But my feeling is that more and more people will have it at least sometimes, as a token to the environment, or out of animal love, or for health reasons. And when they do that, they might consider an offering from a popular brand name. Especially when it’s so easily available at the friendly neighborhood McDonalds (MCD Quick QuoteMCD-Free Report) . Or a KFC, or a Pizza Hut or, or a Taco Bell for that matter.So it’s important to remember that we are in unusual times. And unusual things happen in unusual times.And if that means that a company like Beyond Meat has to offer discounts, write off some inventory, or absorb extra costs, so be it. After all, nobody could have planned for a health crisis coming along and shutting down all the restaurants and sending people indoors for protection.As investors, we should be thinking longer-term.That means we should be looking at the long-term potential for revenue and earnings growth despite the near-term challenges.Let’s take revenue first. In the just-reported quarter, the company managed to grow sales just 3.5% from the year-ago period, as softness at foodservice offset tremendous growth at retail (both in the U.S and international markets).People generally buy familiar brands at grocery stores. So the surge in sales indicates strong underlying demand and growing brand awareness.Okay, so it’s offering discounts. But so is prime competitor Impossible Foods. There’s something of a pricing war going on there with Impossible being the more aggressive. Management commentary also indicates that the absorption of higher fixed cost from operating below capacity in the prior quarter was a bigger driver of weakness.The company is also adding IT infrastructure, it’s also adding headcount in an effort to boost R&D and marketing and support international expansion in Europe and China. It’s also adding production capacity in these two international markets.So while on the one hand we are seeing it building its own brand and internal capabilities, on the other, it is signing long-term deals with leading brands like McDonalds, Yum Brands (YUM Quick QuoteYUM-Free Report) and Pepsico (PEP Quick QuotePEP-Free Report) . When you’re mainly selling into mom n pops, business can be more uncertain. But when you’re selling into recognized leaders in foodservice with deeper pockets to withstand near-term issues, and also testing the water in healthy snacks, the business will obviously be more stable.But all this wouldn’t be as good if Beyond Meat wasn’t a great innovator. And it has made great strides in this. It has moved on from its burger patty to create sausage and meatballs. Its agreement with McDonalds includes a promise of co-developed plant-based chicken, pork and eggs. Its agreement with Yum includes the creation of signature menu items in different plant-based categories.Zacks Estimates currently expect the company to swing to a profit this year while growing revenues 53.8%. Both these numbers are due for a revision given the new deals and expected increase in costs (the commencement of production at international facilities should have a mitigating effect on cost and reduce logistics complications).While trading below their median value over the past year, Beyond Meat shares aren’t cheap. So we could wait for a better entry point.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362119999,"gmtCreate":1614606468311,"gmtModify":1703478762906,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Cool cool cool","listText":"Cool cool cool","text":"Cool cool cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/362119999","repostId":"1186673716","repostType":4,"isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366864049,"gmtCreate":1614436782081,"gmtModify":1703477559932,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Hahahhahha","listText":"Hahahhahha","text":"Hahahhahha","images":[{"img":"https://static.tigerbbs.com/fd86f7679b22674bfd8acc51f9cf850e","width":"750","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366864049","isVote":1,"tweetType":1,"viewCount":3889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366862780,"gmtCreate":1614436568541,"gmtModify":1703477558406,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Interesting!","listText":"Interesting!","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366862780","repostId":"1116214152","repostType":2,"isVote":1,"tweetType":1,"viewCount":3875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361015277,"gmtCreate":1614178789099,"gmtModify":1634550842402,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361015277","repostId":"1129467108","repostType":4,"repost":{"id":"1129467108","kind":"news","pubTimestamp":1614164417,"share":"https://www.laohunote.com/m/news/1129467108?lang=zh_CN&edition=full","pubTime":"2021-02-24 19:00","market":"us","language":"en","title":"Why J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129467108","media":"Barrons","summary":"Don’t worry. Be greedy.Even though investor fears are rising, and the stock market is getting bullie","content":"<p>Don’t worry. Be greedy.</p><p><blockquote>别担心。贪婪。</blockquote></p><p>Even though investor fears are rising, and the stock market is getting bullied by rising bond yields,J.P. Morganstrategists have told their clients that now is the time to embrace stocks.</p><p><blockquote>尽管投资者的担忧正在加剧，而且股市也受到债券收益率上升的影响，但摩根大通。摩根策略师告诉他们的客户，现在是拥抱股票的时候了。</blockquote></p><p>TheS&amp;P 500may be waffling around 3875, but the bank is standing by its 2021 year-end price target of 4400 on a range of 4200 to 4600. Its numbers aren’t merely some derivative of the stock market’s expected earnings. Instead, they reflect America’s economic reawakening after the Covid-19 pandemic.</p><p><blockquote>标准普尔 500 指数可能在 3875 点左右徘徊，但该银行将 2021 年底目标价定为 4400，区间为 4200 至 4600。它的数字不仅仅是股市预期收益的衍生品。相反，它们反映了美国在 Covid-19 大流行后的经济觉醒。</blockquote></p><p>Shawn Quigg, a J.P. Morgan derivatives strategist, recently told clients that there is little to stand in the way of the market’s achievement of “such gains sooner than later, particularly considering the numerous catalysts ahead, their impact on volatility, and the implications that will have on investor positioning.”</p><p><blockquote>摩根大通（J.P. Morgan）衍生品策略师肖恩-奎格（Shawn Quigg）最近告诉客户，市场实现 “这种收益迟早不到，尤其是考虑到未来的众多催化剂、它们对波动性的影响以及它们将对投资者定位产生的影响”，几乎没有什么阻碍。</blockquote></p><p>As President Joe Biden’s administration&nbsp;champions a $1.9 trillion stimulus program, and Covid-19 infections and hospitalizations decline, Quigg anticipates stocks surging. His view is somewhat at odds with recent trading. Stocks have declined as the 10-year Treasury note yield has increased to about 1.38%, a move&nbsp;that is fanning inflation fearsand worries about stock slumps.</p><p><blockquote>随着乔-拜登总统的政府支持 1.9 万亿美元的经济刺激计划，以及 Covid-19 感染和住院人数的下降，奎格预计股市将飙升。他的观点与近期的交易有些不一致。随着 10 年期国债收益率升至 1.38% 左右，股市下跌，此举加剧了通胀担忧和对股市暴跌的担忧。</blockquote></p><p>Quigg likes taking advantage of the fear and the pending stimulus program, which Biden has begun to defend against concerns that it is too large. In various interviews, the president has challenged critics to tell him what to cut at a time when so much of the nation is suffering. The Biden administration is now warning that the greatest risk isn’t a large stimulus package, but one that is too small and thus doesn’t meaningfully stimulate economic growth.</p><p><blockquote>奎格喜欢利用这种恐惧和悬而未决的刺激计划，拜登已经开始为该计划辩护，以应对其规模过大的担忧。在各种采访中，总统向批评者发出挑战，要求他们告诉他在全国如此多的人遭受苦难的时候应该削减什么。拜登政府现在警告说，最大的风险不是大规模的刺激计划，而是规模太小，因此不能有意义地刺激经济增长。</blockquote></p><p>To position for the stock market to surge higher, Quigg advised clients to consider selling one of the&nbsp;SPDR S&amp;P 500 ETF‘s (ticker: SPY) May $353 put options and buying 15 May $450 call options. When the ETF was at $392.39, the leveraged risk-reversal strategy—that is,selling one put and buying many more calls&nbsp;with a higher strike price but the same expiration—could be done for no cost. In other words, the money received for selling the put was enough to buy 15 bullish calls.</p><p><blockquote>为了让股市飙升，奎格建议客户考虑出售SPDR标普500 ETF（股票代码：SPDR标普500指数ETF）5月353美元的看跌期权，并购买5月15日450美元的看涨期权期权。当 ETF 价格为 392.39 美元时，杠杆风险逆转策略（即卖出一份看跌期权并购买更多执行价格更高但到期日相同的评级）可以免费完成。换句话说，卖出看跌期权收到的资金足以购买 15 个看涨评级。</blockquote></p><p>The trade expresses high conviction that the ETF—which was recently trading around $387—will reach $450 by May 21, when May options expire. At $460, the call is worth $10.</p><p><blockquote>该交易表示坚信，该 ETF（最近交易价格约为 387 美元）将在 5 月 21 日（可能期权到期时）达到 450 美元。看涨期权售价 460 美元，价值 10 美元。</blockquote></p><p>Should the ETF decline, say, because current fears push the market below the $353 strike price, investors would be obligated to buy it at the lower price, or to cover or adjust the puts.</p><p><blockquote>例如，如果 ETF 因当前担忧将市场推至 353 美元执行价格以下而下跌，投资者将有义务以较低的价格买入，或者对冲或调整看跌期权。</blockquote></p><p>Quigg’s trade idea has a lot to admire.</p><p><blockquote>奎格的交易理念有很多值得钦佩的地方。</blockquote></p><p>For one, the trade carried zero cost when it was recommended late last week. Yes, prices have moved since the Feb. 18 note was published, but investors can recast strike prices to create similar pricing. The markets change, and that’s why there are so many different strike prices that are listed.</p><p><blockquote>首先，该交易在上周晚些时候被推荐时成本为零。是的，自 2 月 18 日报告发布以来，价格已经发生了变化，但投资者可以重新制定执行价格以创建类似的定价。市场会发生变化，这就是为什么会有这么多不同的执行价格。</blockquote></p><p>Moreover, if J.P. Morgan’s base view of the economic reawakening proves true, owning a bundle of upside calls that cost nothing could be quite lucrative. Should the market succumb to the current fears that are weakening prices, owning S&amp;P 500 stocks at lower prices isn’t terrible, either.</p><p><blockquote>此外，如果摩根大通关于经济复苏的基本观点被证明是正确的，那么拥有一揽子上涨的评级可能会非常有利可图。如果市场屈服于当前对价格走弱的担忧，那么以较低的价格持有标普500股票也并不可怕。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候了</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy J.P. Morgan Says Now Is the Time to Bet on the S&P 500<blockquote>为什么摩根大通表示现在是押注标普500的时候了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-24 19:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Don’t worry. Be greedy.</p><p><blockquote>别担心。贪婪。</blockquote></p><p>Even though investor fears are rising, and the stock market is getting bullied by rising bond yields,J.P. Morganstrategists have told their clients that now is the time to embrace stocks.</p><p><blockquote>尽管投资者的担忧正在加剧，而且股市也受到债券收益率上升的影响，但摩根大通。摩根策略师告诉他们的客户，现在是拥抱股票的时候了。</blockquote></p><p>TheS&amp;P 500may be waffling around 3875, but the bank is standing by its 2021 year-end price target of 4400 on a range of 4200 to 4600. Its numbers aren’t merely some derivative of the stock market’s expected earnings. Instead, they reflect America’s economic reawakening after the Covid-19 pandemic.</p><p><blockquote>标准普尔 500 指数可能在 3875 点左右徘徊，但该银行将 2021 年底目标价定为 4400，区间为 4200 至 4600。它的数字不仅仅是股市预期收益的衍生品。相反，它们反映了美国在 Covid-19 大流行后的经济觉醒。</blockquote></p><p>Shawn Quigg, a J.P. Morgan derivatives strategist, recently told clients that there is little to stand in the way of the market’s achievement of “such gains sooner than later, particularly considering the numerous catalysts ahead, their impact on volatility, and the implications that will have on investor positioning.”</p><p><blockquote>摩根大通（J.P. Morgan）衍生品策略师肖恩-奎格（Shawn Quigg）最近告诉客户，市场实现 “这种收益迟早不到，尤其是考虑到未来的众多催化剂、它们对波动性的影响以及它们将对投资者定位产生的影响”，几乎没有什么阻碍。</blockquote></p><p>As President Joe Biden’s administration&nbsp;champions a $1.9 trillion stimulus program, and Covid-19 infections and hospitalizations decline, Quigg anticipates stocks surging. His view is somewhat at odds with recent trading. Stocks have declined as the 10-year Treasury note yield has increased to about 1.38%, a move&nbsp;that is fanning inflation fearsand worries about stock slumps.</p><p><blockquote>随着乔-拜登总统的政府支持 1.9 万亿美元的经济刺激计划，以及 Covid-19 感染和住院人数的下降，奎格预计股市将飙升。他的观点与近期的交易有些不一致。随着 10 年期国债收益率升至 1.38% 左右，股市下跌，此举加剧了通胀担忧和对股市暴跌的担忧。</blockquote></p><p>Quigg likes taking advantage of the fear and the pending stimulus program, which Biden has begun to defend against concerns that it is too large. In various interviews, the president has challenged critics to tell him what to cut at a time when so much of the nation is suffering. The Biden administration is now warning that the greatest risk isn’t a large stimulus package, but one that is too small and thus doesn’t meaningfully stimulate economic growth.</p><p><blockquote>奎格喜欢利用这种恐惧和悬而未决的刺激计划，拜登已经开始为该计划辩护，以应对其规模过大的担忧。在各种采访中，总统向批评者发出挑战，要求他们告诉他在全国如此多的人遭受苦难的时候应该削减什么。拜登政府现在警告说，最大的风险不是大规模的刺激计划，而是规模太小，因此不能有意义地刺激经济增长。</blockquote></p><p>To position for the stock market to surge higher, Quigg advised clients to consider selling one of the&nbsp;SPDR S&amp;P 500 ETF‘s (ticker: SPY) May $353 put options and buying 15 May $450 call options. When the ETF was at $392.39, the leveraged risk-reversal strategy—that is,selling one put and buying many more calls&nbsp;with a higher strike price but the same expiration—could be done for no cost. In other words, the money received for selling the put was enough to buy 15 bullish calls.</p><p><blockquote>为了让股市飙升，奎格建议客户考虑出售SPDR标普500 ETF（股票代码：SPDR标普500指数ETF）5月353美元的看跌期权，并购买5月15日450美元的看涨期权期权。当 ETF 价格为 392.39 美元时，杠杆风险逆转策略（即卖出一份看跌期权并购买更多执行价格更高但到期日相同的评级）可以免费完成。换句话说，卖出看跌期权收到的资金足以购买 15 个看涨评级。</blockquote></p><p>The trade expresses high conviction that the ETF—which was recently trading around $387—will reach $450 by May 21, when May options expire. At $460, the call is worth $10.</p><p><blockquote>该交易表示坚信，该 ETF（最近交易价格约为 387 美元）将在 5 月 21 日（可能期权到期时）达到 450 美元。看涨期权售价 460 美元，价值 10 美元。</blockquote></p><p>Should the ETF decline, say, because current fears push the market below the $353 strike price, investors would be obligated to buy it at the lower price, or to cover or adjust the puts.</p><p><blockquote>例如，如果 ETF 因当前担忧将市场推至 353 美元执行价格以下而下跌，投资者将有义务以较低的价格买入，或者对冲或调整看跌期权。</blockquote></p><p>Quigg’s trade idea has a lot to admire.</p><p><blockquote>奎格的交易理念有很多值得钦佩的地方。</blockquote></p><p>For one, the trade carried zero cost when it was recommended late last week. Yes, prices have moved since the Feb. 18 note was published, but investors can recast strike prices to create similar pricing. The markets change, and that’s why there are so many different strike prices that are listed.</p><p><blockquote>首先，该交易在上周晚些时候被推荐时成本为零。是的，自 2 月 18 日报告发布以来，价格已经发生了变化，但投资者可以重新制定执行价格以创建类似的定价。市场会发生变化，这就是为什么会有这么多不同的执行价格。</blockquote></p><p>Moreover, if J.P. Morgan’s base view of the economic reawakening proves true, owning a bundle of upside calls that cost nothing could be quite lucrative. Should the market succumb to the current fears that are weakening prices, owning S&amp;P 500 stocks at lower prices isn’t terrible, either.</p><p><blockquote>此外，如果摩根大通关于经济复苏的基本观点被证明是正确的，那么拥有一揽子上涨的评级可能会非常有利可图。如果市场屈服于当前对价格走弱的担忧，那么以较低的价格持有标普500股票也并不可怕。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-j-p-morgan-says-now-is-the-time-to-bet-on-the-s-p-500-51614090217?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/why-j-p-morgan-says-now-is-the-time-to-bet-on-the-s-p-500-51614090217?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129467108","content_text":"Don’t worry. Be greedy.Even though investor fears are rising, and the stock market is getting bullied by rising bond yields,J.P. Morganstrategists have told their clients that now is the time to embrace stocks.TheS&P 500may be waffling around 3875, but the bank is standing by its 2021 year-end price target of 4400 on a range of 4200 to 4600. Its numbers aren’t merely some derivative of the stock market’s expected earnings. Instead, they reflect America’s economic reawakening after the Covid-19 pandemic.Shawn Quigg, a J.P. Morgan derivatives strategist, recently told clients that there is little to stand in the way of the market’s achievement of “such gains sooner than later, particularly considering the numerous catalysts ahead, their impact on volatility, and the implications that will have on investor positioning.”As President Joe Biden’s administration champions a $1.9 trillion stimulus program, and Covid-19 infections and hospitalizations decline, Quigg anticipates stocks surging. His view is somewhat at odds with recent trading. Stocks have declined as the 10-year Treasury note yield has increased to about 1.38%, a move that is fanning inflation fearsand worries about stock slumps.Quigg likes taking advantage of the fear and the pending stimulus program, which Biden has begun to defend against concerns that it is too large. In various interviews, the president has challenged critics to tell him what to cut at a time when so much of the nation is suffering. The Biden administration is now warning that the greatest risk isn’t a large stimulus package, but one that is too small and thus doesn’t meaningfully stimulate economic growth.To position for the stock market to surge higher, Quigg advised clients to consider selling one of the SPDR S&P 500 ETF‘s (ticker: SPY) May $353 put options and buying 15 May $450 call options. When the ETF was at $392.39, the leveraged risk-reversal strategy—that is,selling one put and buying many more calls with a higher strike price but the same expiration—could be done for no cost. In other words, the money received for selling the put was enough to buy 15 bullish calls.The trade expresses high conviction that the ETF—which was recently trading around $387—will reach $450 by May 21, when May options expire. At $460, the call is worth $10.Should the ETF decline, say, because current fears push the market below the $353 strike price, investors would be obligated to buy it at the lower price, or to cover or adjust the puts.Quigg’s trade idea has a lot to admire.For one, the trade carried zero cost when it was recommended late last week. Yes, prices have moved since the Feb. 18 note was published, but investors can recast strike prices to create similar pricing. The markets change, and that’s why there are so many different strike prices that are listed.Moreover, if J.P. Morgan’s base view of the economic reawakening proves true, owning a bundle of upside calls that cost nothing could be quite lucrative. Should the market succumb to the current fears that are weakening prices, owning S&P 500 stocks at lower prices isn’t terrible, either.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363085467,"gmtCreate":1614083448259,"gmtModify":1634551251806,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Interesting!","listText":"Interesting!","text":"Interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/363085467","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369033747,"gmtCreate":1613986901789,"gmtModify":1634551654919,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369033747","repostId":"1152031988","repostType":4,"repost":{"id":"1152031988","kind":"news","pubTimestamp":1613985392,"share":"https://www.laohunote.com/m/news/1152031988?lang=zh_CN&edition=full","pubTime":"2021-02-22 17:16","market":"us","language":"en","title":"The Hopes That Rose and Fell With GameStop<blockquote>与游戏驿站一起起起落落的希望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152031988","media":"The New York Times","summary":"Fueled by amateur traders and online enthusiasm, the struggling retailer’s shares took investors on ","content":"<p>Fueled by amateur traders and online enthusiasm, the struggling retailer’s shares took investors on a ride like no other. For them, it ended in different ways, including apathy, defiance and regret.</p><p><blockquote>在业余交易者和网络热情的推动下，这家陷入困境的零售商的股价让投资者体验到了前所未有的乐趣。对他们来说，它以不同的方式结束，包括冷漠、蔑视和遗憾。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3ae93ef5e461f7efc81eddb3dd867d2\" tg-width=\"2048\" tg-height=\"1366\" referrerpolicy=\"no-referrer\"><span>Jacob Chalfant, a high school senior from Westfield, N.J., is still holding the shares he bought for $1,035. On Friday, they were worth $220.Credit...Bryan Anselm for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>来自新泽西州韦斯特菲尔德的高中毕业生雅各布·查尔凡特 (Jacob Chalfant) 仍然持有他以 1,035 美元购买的股票。周五，它们价值 220 美元。图片来源：Bryan Anselm，《纽约时报》</span></p></blockquote></p><p>Some wanted to be on the front lines of a revolution. Some wanted to be rich. And by the end of a wild two-week ride where fortunes were made and lost, some just hoped they’d be able to pay their rent.</p><p><blockquote>有些人想站在革命的前线。有些人想变得富有。在为期两周的疯狂骑行中，有些人发家致富，但在结束时，有些人只希望自己能够支付房租。</blockquote></p><p>Winners and losers are made every day on Wall Street. And for a while, the unlikely trading boom around the stock of the beleaguered video game retailerGameStopput the little guy on top. Breathtaking fortunes appeared overnight.</p><p><blockquote>华尔街每天都有赢家和输家。有一段时间，陷入困境的视频游戏零售商 GameStop 的股票不太可能的交易繁荣让这个小家伙名列前茅。惊人的财富一夜之间出现了。</blockquote></p><p>But they disappeared almost as quickly.</p><p><blockquote>但是他们消失得几乎一样快。</blockquote></p><p>At its highest point,GameStop’s&nbsp;share price was $483. On Friday, the stock was worth $40.59. The trading frenzy — powered by online hype over a rebellion against traditional Wall Street powers — had created, and then&nbsp;destroyed, roughly $30 billion in on-paper wealth.</p><p><blockquote>在最高点，GameStop 的股价为 483 美元。周五，该股价值 40.59 美元。交易狂潮——由网上对反抗传统华尔街权力的炒作推动——创造并摧毁了大约300亿美元的账面财富。</blockquote></p><p>Many small-time investors who got caught up in the mania as it peaked lost big. Timing a trade perfectly is nearly impossible even for the best stock pickers, so even those who made money missed out on far greater riches if they didn’t sell at the rally’s peak.</p><p><blockquote>许多在狂热达到顶峰时陷入狂热的小投资者损失惨重。即使对于最优秀的选股者来说，完美地把握交易时机也几乎是不可能的，因此即使是那些赚了钱的人，如果不在反弹高峰期卖出，也会错失更大的财富。</blockquote></p><p>Whether they set out to make a mint or make a point, these&nbsp;traders rode the GameStop wave&nbsp;up — and down.</p><p><blockquote>无论他们是想赚钱还是想表达观点，这些交易员都乘着游戏驿站浪潮上下。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f991998f6a7c1cae38b84edd05dacc3\" tg-width=\"820\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Shawn Daumer, 19, near his office in Crown Point, Ind. He said he sold his GameStop shares last week and walked away with more than $65,000 in profit.Credit...Evan Jenkins for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>19岁的肖恩·道默在他位于印第安纳州皇冠角的办公室附近。他说他上周出售了游戏驿站股票，并获得了超过 65,000 美元的利润。图片来源……《纽约时报》的 Evan Jenkins</span></p></blockquote></p><p><b>Money on the Table</b></p><p><blockquote><b>桌面上的钱</b></blockquote></p><p>What do you do when you’re 19 and suddenly holding a quarter-million dollars in stock? Shawn Daumer went to Hooters.</p><p><blockquote>当你 19 岁突然持有 25 万美元的股票时，你会怎么做？肖恩·道默去了猫头鹰。</blockquote></p><p>Armed with money partly from high school graduation gifts and winnings from trades on stocks like Tesla, Mr. Daumer had spent about $47,000on shares of GameStop the week before it went through the roof.</p><p><blockquote>多默先生的资金部分来自高中毕业礼物和特斯拉等股票交易的收益，他在游戏驿站股价暴跌前一周花费了约 47,000 美元购买该公司的股票。</blockquote></p><p>It was Jan. 26 — just two days into&nbsp;GameStop’s big week— when he and his brother hit up Hooters, scarfed down 30 wings and got 10 more to go. Two days later, GameStop hit its intraday peak of $483 and Mr. Daumer, a real estate broker in Valparaiso, Ind., was holding 1,233 shares. He was up more than a half-million dollars on his initial investment.</p><p><blockquote>1 月 26 日--游戏驿站的重要一周才刚刚开始两天--他和弟弟就抓起了猫头鹰，撕下了 30 个翅膀，又得到了 10 个翅膀。两天后，游戏驿站股价触及483美元的盘中高点，印第安纳州瓦尔帕莱索的房地产经纪人Daumer先生持有1233股。他的初始投资增加了50多万美元。</blockquote></p><p>Mr. Daumer traced his interest in GameStop to the same place many others did: Reddit’s WallStreetBets forum, where armchair traders gather for raunchy jokes, tales of success and even to brag about enormous losses.</p><p><blockquote>Daumer 先生将自己对游戏驿站的兴趣追溯到许多其他人一样的地方：Reddit 的 WallStreetBets 论坛，纸上谈兵的交易员们聚集在这里，讲下流的笑话、讲述成功的故事，甚至吹嘘巨额亏损。</blockquote></p><p><b>Understand What Happened With GameStop</b></p><p><blockquote><b>了解游戏驿站发生了什么事</b></blockquote></p><p><ul><li>Shares in GameStop, the video retailer,have crashed&nbsp;from their January highs, which were driven by memes on social media.</li><li>Amateur traders&nbsp;egging on one another on Redditbet heavily on shares of the company&nbsp;in January, sending the price up more than 1,700 percent at one point.</li><li>The wave was in part aimed athurting large hedge funds&nbsp;that had been&nbsp;short selling&nbsp;— betting against —&nbsp;GameStop stock. Some of those fundsexperienced huge losses&nbsp;as a result.</li><li>But many of the individual investors who pumped up the stock could lose huge amounts of money, too. Somebelieve the price will go back up&nbsp;and are refusing to sell, even as the share price has collapsed.</li><li>Now, regulators are looking into&nbsp;how the rally started&nbsp;and whethernew rules&nbsp;should be created because of it.</li></ul>“Really the biggest part is once you see everybody buying shares day after day, and seeing it live on your own screen, and watching it go up,” Mr. Daumer said in the midst of GameStop’s surge. “It’s follow the trend, you know? If that’s the trend, follow it and it makes you money.”</p><p><blockquote><ul><li>视频零售商游戏驿站的股价已从一月份的高点暴跌，这是由社交媒体上的表情包推动的。</li><li>1月份，业余交易员在Redditbet上相互炒作该公司的股票，导致股价一度上涨超过1700%。</li><li>这波浪潮的部分目的是打击一直在卖空游戏驿站股票的大型对冲基金。其中一些基金因此遭受了巨大损失。</li><li>但许多推高股票的个人投资者也可能损失巨额资金。有些人相信价格会回升，并拒绝出售，即使股价已经暴跌。</li><li>现在，监管机构正在调查这次反弹是如何开始的，以及是否应该因此制定新的规则。</li></ul>“道默先生在游戏驿站股价飙升时说：”真正最重要的部分是，当你看到每个人日复一日地购买股票，并在自己的屏幕上看到它的直播，看着它上涨。“这就是顺应潮流，你知道吗？如果这是潮流，那就顺其自然，它就能让你赚钱。”</blockquote></p><p>But GameStop’s stock abruptly turned down when the trading app Robinhood and other brokerage firms announced a slew of restrictions on the trading of a handful of stocks that had been spiking. Mr. Daumer had about $200,000 in potential profits evaporate almost immediately.</p><p><blockquote>但当交易应用 Robinhood 和其他经纪公司宣布对少数飙升的股票的交易实施一系列限制时，游戏驿站的股价突然下跌。道默先生大约20万美元的潜在利润几乎立即蒸发。</blockquote></p><p>“I’m still up 500 percent,” he said at the time. “I’m OK.” Besides, Mr. Daumer and his fellow Redditors believed GameStop would soar once more: “We’re going to $1,000,” he said.</p><p><blockquote>“他当时说：”我还有 500% 的进步。“我没事。”此外，Daumer 先生和他的 Redditors 朋友们相信游戏驿站会再次飙升： “他说：”我们将达到 1000 美元。</blockquote></p><p>They never came close.</p><p><blockquote>他们从未接近过。</blockquote></p><p>Last week,as the stock plunged&nbsp;72 percent in two days, he’d had enough. Mr. Daumer put in an order to sell on Tuesday afternoon, and the order was filled Wednesday morning at a price of $91.22.</p><p><blockquote>上周，当股票在两天内暴跌 72% 时，他已经受够了。Daumer 先生于周二下午下单卖出，该订单于周三上午以 91.22 美元的价格成交。</blockquote></p><p>He walked away with more than $65,000 in profit, more than doubling his investment.</p><p><blockquote>他带着超过65,000美元的利润离开，是他投资的两倍多。</blockquote></p><p></p><p>Not everyone was so lucky.</p><p><blockquote>不是每个人都这么幸运。</blockquote></p><p><b>A Rude Awakening</b></p><p><blockquote><b>粗鲁的觉醒</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d56965a819f901d26e04fec085eed4a0\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"><span>Nora Samir held her GameStop shares too long and lost more than half of what she invested.Credit...David Maurice Smith for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>Nora Samir 持有游戏驿站股票的时间太长，损失了一半以上的投资。图片来源……David Maurice Smith 为《纽约时报》撰稿</span></p></blockquote></p><p>It seemed like a dream to Nora Samir.</p><p><blockquote>对诺拉·萨米尔来说，这似乎是一场梦。</blockquote></p><p>She woke up in the middle of the night of Jan. 27 at her home in Sydney. On the other side of the world, GameStop was soaring.</p><p><blockquote>1月27日半夜，她在悉尼的家中醒来。在世界的另一端，游戏驿站正在腾飞。</blockquote></p><p>The $735 she’d put in the day before had doubled. She raced downstairs to tell her mother, who was sleeping.</p><p><blockquote>她前一天投入的 735 美元翻了一番。她跑下楼告诉正在睡觉的母亲。</blockquote></p><p>“Nora, don’t be greedy,” her mother warned. “You need to take it out.”</p><p><blockquote>“诺拉，不要贪婪，”她的母亲警告说。“你得把它拿出来。”</blockquote></p><p>But Ms. Samir, 24, a child-health researcher at the University of New South Wales and a stock market neophyte,</p><p><blockquote>但24岁的萨米尔女士是新南威尔士大学的一名儿童健康研究员，也是一名股市新手，</blockquote></p><p>didn’t sell — she bought.</p><p><blockquote>没卖，她买了。</blockquote></p><p>After investing about $800 more, she owned just over nine shares of GameStop. She later plowed $1,800 into BlackBerry, the cellphone maker that once dominated mobile email and hadbeen swept up in the frenzy.</p><p><blockquote>在追加投资约 800 美元后，她持有游戏驿站 9 股多一点的股票。后来，她向黑莓投入了 1,800 美元，这家手机制造商曾经主导了移动电子邮件，并被卷入了这场狂热。</blockquote></p><p>“I was on a high,” she admitted. “When the stock is going up, you don’t think of how low it can go.”</p><p><blockquote>“她承认：”我当时情绪高涨。“当股票上涨时，你不会想到它会跌到多低”。</blockquote></p><p>The high didn’t last long — and the fall was made worse when her trading app crashed, leaving her with little choice but to hold on while GameStop shares plunged.</p><p><blockquote>高点并没有持续多久--当她的交易应用程序崩溃时，她的跌势变得更加严重，这让她别无选择，只能在游戏驿站股价暴跌时坚持下去。</blockquote></p><p>She managed to sell one share on the way down, for $134. The shares she still owned on Friday were worth $528. She’s lost more than half what she put into GameStop.</p><p><blockquote>她设法以 134 美元的价格卖出了一股。周五她仍然持有的股票价值 528 美元。她在游戏驿站投入的资金已经损失了一半以上。</blockquote></p><p>The lesson, Ms. Samir said: “Don’t be greedy.”</p><p><blockquote>萨米尔女士说： “不要贪婪”。</blockquote></p><p><b>You Only Live Once</b></p><p><blockquote><b>你只有一次生命</b></blockquote></p><p>Jacob Chalfant, a high school senior from Westfield, N.J., enjoyed how his “diamond hands” were putting the squeeze on Wall Street’s hedge funds.</p><p><blockquote>来自新泽西州韦斯特菲尔德的高三学生雅各布-查尔凡特（Jacob Chalfant）很享受他的 “钻石之手 ”如何挤压华尔街的对冲基金。</blockquote></p><p>A poster on WallStreetBets since he was 15, Mr. Chalfant, now 18, relished the GameStop rally for the pressure it put on firms like Melvin Capital, which had bet that GameStop’s shares would fall.</p><p><blockquote>现年 18 岁的查尔凡特先生从 15 岁起就在 WallStreetBets 上发帖，他对游戏驿站的反弹津津乐道，因为这给梅尔文资本（Melvin Capital）等公司带来了压力，后者曾押注游戏驿站的股价会下跌。</blockquote></p><p>In the parlance of Reddit, Mr. Chalfant’s diamond-hard hands won’t fold, unlike the “paper hands” of sellers. He’s still holding the shares he bought for $1,035 — about a month’s wages from his job at a pizza shop and his freelance photography business — when GameStop was trading at $290. On Friday, his investment was worth $220.</p><p><blockquote>用 Reddit 的说法来说，查尔凡特先生钻石般坚硬的手不会折叠，这与卖家的 “纸质手 ”不同。他仍然持有他以 1035 美元购买的股票--大约是他在披萨店工作和自由摄影生意的一个月工资--当时游戏驿站的交易价格为 290 美元。周五，他的投资价值220美元。</blockquote></p><p>“I’ve come to terms with the fact that I’ve already lost the money,” he said. “Realistically, the stock is not going to go where it was before.”</p><p><blockquote>“他说：”我已经接受了我已经赔钱的事实。“实际上，股价不会回到以前的水平。”</blockquote></p><p>But the losses are an investment, too, Mr. Chalfant said. They’ve earned him “internet points” on WallStreetBets. “If you’re saying, ‘I’m still holding,’ you have more clout than if you didn’t,” he said.</p><p><blockquote>但查尔凡特说，损失也是一种投资。他们在 WallStreetBets 上为他赢得了 “互联网积分”。“他说：”如果你说'我还在坚持'，你的影响力就会比不坚持'更大。</blockquote></p><p>(Many on the WallStreetBets forum insist that GameStop’s shares may surge again. On the other hand, another Reddit forum opened last week where users share tales of losses from trading the stock whose ticker symbol is GME: GMEbagholdersclub.)</p><p><blockquote>(WallStreetBets 论坛上的许多人坚持认为游戏驿站的股价可能会再次飙升。另一方面，上周开设了另一个 Reddit 论坛，用户在该论坛上分享了交易股票代码为 GME 的股票造成的损失故事： GMEbagholdersclub）。</blockquote></p><p>Mr. Chalfant said he and other teenage traders enjoy the gamification of the investing, and many of his friends had gotten in on GameStop just because they thought it was funny, not to make money.</p><p><blockquote>查尔凡特表示，他和其他青少年交易员喜欢将投资游戏化，他的许多朋友加入游戏驿站只是因为他们觉得这很有趣，而不是为了赚钱。</blockquote></p><p>“We’re living in a system where there’s no such thing as justice anymore and the entire world is falling apart,” Mr. Chalfant said. “Nothing really matters, so we might as well try to have fun while we’re here.”</p><p><blockquote>“查尔凡特先生说：”我们生活在一个不再有正义的体系中，整个世界都在分崩离析。“没有什么是真正重要的，所以我们在这里的时候不妨找点乐子。”</blockquote></p><p><b>Collateral Damage</b></p><p><blockquote><b>附带损害</b></blockquote></p><p>Terrell Jones didn’t need to invest in GameStop to lose money off the frenzy.</p><p><blockquote>Terrell Jones 不需要投资游戏驿站就能在狂热中赔钱。</blockquote></p><p>Mr. Jones, a college student from Kenosha, Wis., bought $300 in shares of AMC, the movie theater chain whose stock was also swept up in the attempt to squeeze the short sellers who profit as stocks decline.</p><p><blockquote>琼斯是威斯康星州基诺沙的一名大学生，他购买了价值300美元的AMC电影院连锁店的股票，该公司的股票也被扫地出门，试图挤压那些在股价下跌时获利的卖空者。</blockquote></p><p>“I just got caught up in the social media hype and just dove right into it,” he said. “I fell for it.”</p><p><blockquote>“他说：”我只是被社交媒体的炒作所吸引，一头扎进去。“我上当了。”</blockquote></p><p>When AMC started to fall and he had lost $112, Mr. Jones, 24, panicked.</p><p><blockquote>当AMC开始下跌，他损失了112美元时，24岁的琼斯先生惊慌失措。</blockquote></p><p>“I just had to get out of there as soon as possible,” he said. “It’s a lot of money, we’re in the middle of a pandemic and I have rent that needs to be paid.”</p><p><blockquote>“他说：”我必须尽快离开那里。“这是一大笔钱，我们正处于大流行病之中，我还要付房租”。</blockquote></p><p>Mr. Jones, 24, had never invested in the stock market before. Now, though, he feels that he learned a lesson.</p><p><blockquote>24岁的琼斯先生以前从未投资过股市。然而现在，他觉得自己吸取了教训。</blockquote></p><p>“I realized pretty quick that people like me were up against those billionaires,” he said. “And at the end of the day, those people always find a way to win.”</p><p><blockquote>“他说：”我很快意识到，像我这样的人是那些亿万富翁的对手。“归根结底，这些人总能找到获胜的方法。”</blockquote></p><p><b>Losing His Head</b></p><p><blockquote><b>失去理智</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1568d73f6db637748479d972e48a4b97\" tg-width=\"2048\" tg-height=\"1595\" referrerpolicy=\"no-referrer\"><span>“This is money I have already written off,” said C. Arthur Davitt, who lives in Chicago.Credit...Lyndon French for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>“这是我已经注销的钱，”居住在芝加哥的 C. Arthur Davitt 说。图片来源：Lyndon French for The New York Times</span></p></blockquote></p><p>Ordinarily, C. Arthur Davitt is a model of financial discipline.</p><p><blockquote>通常情况下，C. Arthur Davitt 是财务纪律的典范。</blockquote></p><p>He automatically sweeps $200 a month into an index fund, saves enough to get a company match on his 401(k) and has been aggressively paying down his $35,000 in graduate school debt.</p><p><blockquote>他每月自动将 200 美元存入指数基金，存了足够的钱在 401(k) 计划上获得一家公司匹配，并且一直在积极偿还 35,000 美元的研究生院债务。</blockquote></p><p></p><p>But Mr. Davitt, 29, thought it might be fun to get in on some of the skyrocketing stocks. He put less than $1,500 in GameStop and AMC — the GameStop portion is now down by nearly half, and his stake in AMC lost more than 20 percent.</p><p><blockquote>但 29 岁的戴维特先生认为，参与一些飙升的股票可能会很有趣。他在游戏驿站和 AMC 的投资不到 1,500 美元——游戏驿站部分现在下跌了近一半，他在 AMC 的股份损失了 20% 以上。</blockquote></p><p>“I am not a gambler by nature,” he said, “and this is money I have already written off.”</p><p><blockquote>“他说：”我不是天生的赌徒，“这是我已经注销的钱。”</blockquote></p><p>Mr. Davitt, who lives in Chicago and works for a company that provides worker assistance programs for employers, figures he might as well hold on to both companies. GameStop just named several new executives, which could help inject new life into the company, he said, and AMC could see a bounce once more people start venturing out of their homes.</p><p><blockquote>戴维特住在芝加哥，在一家为雇主提供工人援助计划的公司工作，他认为自己还不如持有这两家公司。他说，游戏驿站刚刚任命了几位新高管，这可能有助于为公司注入新的活力，一旦更多人开始走出家门，AMC 可能会出现反弹。</blockquote></p><p>“If I didn’t like GameStop or AMC,” Mr. Davitt said, “I wouldn’t be finding this as enjoyable.”</p><p><blockquote>“戴维特先生说：”如果我不喜欢游戏驿站或 AMC，“我就不会觉得这很有趣。”</blockquote></p><p><b>Another on the Line</b></p><p><blockquote><b>另一个在线</b></blockquote></p><p>By almost any measure, Mr. Daumer, the Indiana teenager, is one of the winners of the GameStop trade. He more than doubled his money, even if he didn’t score the biggest possible payday.</p><p><blockquote>几乎从任何标准来看，印第安纳州的少年道默先生都是游戏驿站交易的赢家之一。即使他没有获得最大的发薪日，他的钱也增加了一倍多。</blockquote></p><p>“Do you fish?” he asked, searching for a way to explain the experience.</p><p><blockquote>“你钓鱼吗？”他问道，寻找解释这段经历的方法。</blockquote></p><p>When you’re fishing, he said, and you feel a tug on your line, it might be just a nibble or it might be a bite. If you wait to feel a stronger tug, you risk losing the fish you didn’t know you had.</p><p><blockquote>他说，当你钓鱼时，如果你感觉到鱼线被拉扯，那可能只是一口，也可能是一口。如果你等着感受更强的拉力，你就有可能失去你不知道自己钓到的鱼。</blockquote></p><p>The peak, he said, was that kind of moment. He thought it was just a small nibble, and decided to wait.</p><p><blockquote>他说，巅峰就是那种时刻。他以为只是一小口，决定等等。</blockquote></p><p>“The fish got away,” he said.</p><p><blockquote>“他说：”鱼逃走了。</blockquote></p><p>But there are others out there to be hooked, he said. He’s already dabbling in shares of a penny stock, Castor Maritime, which is based in Cyprus. It’s up over 300 percent so far this year.</p><p><blockquote>但他说，还有其他人会上钩。他已经涉足了总部位于塞浦路斯的细价股 Castor Maritime 的股票。今年到目前为止，这一数字已经增长了 300% 以上。</blockquote></p><p>What kind of business is the company in?</p><p><blockquote>公司是做什么生意的？</blockquote></p><p>“You know what? I wish I could tell you,” Mr. Daumer said. “I just like the numbers.”</p><p><blockquote>“你知道吗？我真希望我能告诉你，”道默先生说。“我只是喜欢这些数字。”</blockquote></p><p></p>","source":"lsy1608616134662","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Hopes That Rose and Fell With GameStop<blockquote>与游戏驿站一起起起落落的希望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Hopes That Rose and Fell With GameStop<blockquote>与游戏驿站一起起起落落的希望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The New York Times</strong><span class=\"h-time small\">2021-02-22 17:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Fueled by amateur traders and online enthusiasm, the struggling retailer’s shares took investors on a ride like no other. For them, it ended in different ways, including apathy, defiance and regret.</p><p><blockquote>在业余交易者和网络热情的推动下，这家陷入困境的零售商的股价让投资者体验到了前所未有的乐趣。对他们来说，它以不同的方式结束，包括冷漠、蔑视和遗憾。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3ae93ef5e461f7efc81eddb3dd867d2\" tg-width=\"2048\" tg-height=\"1366\" referrerpolicy=\"no-referrer\"><span>Jacob Chalfant, a high school senior from Westfield, N.J., is still holding the shares he bought for $1,035. On Friday, they were worth $220.Credit...Bryan Anselm for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>来自新泽西州韦斯特菲尔德的高中毕业生雅各布·查尔凡特 (Jacob Chalfant) 仍然持有他以 1,035 美元购买的股票。周五，它们价值 220 美元。图片来源：Bryan Anselm，《纽约时报》</span></p></blockquote></p><p>Some wanted to be on the front lines of a revolution. Some wanted to be rich. And by the end of a wild two-week ride where fortunes were made and lost, some just hoped they’d be able to pay their rent.</p><p><blockquote>有些人想站在革命的前线。有些人想变得富有。在为期两周的疯狂骑行中，有些人发家致富，但在结束时，有些人只希望自己能够支付房租。</blockquote></p><p>Winners and losers are made every day on Wall Street. And for a while, the unlikely trading boom around the stock of the beleaguered video game retailerGameStopput the little guy on top. Breathtaking fortunes appeared overnight.</p><p><blockquote>华尔街每天都有赢家和输家。有一段时间，陷入困境的视频游戏零售商 GameStop 的股票不太可能的交易繁荣让这个小家伙名列前茅。惊人的财富一夜之间出现了。</blockquote></p><p>But they disappeared almost as quickly.</p><p><blockquote>但是他们消失得几乎一样快。</blockquote></p><p>At its highest point,GameStop’s&nbsp;share price was $483. On Friday, the stock was worth $40.59. The trading frenzy — powered by online hype over a rebellion against traditional Wall Street powers — had created, and then&nbsp;destroyed, roughly $30 billion in on-paper wealth.</p><p><blockquote>在最高点，GameStop 的股价为 483 美元。周五，该股价值 40.59 美元。交易狂潮——由网上对反抗传统华尔街权力的炒作推动——创造并摧毁了大约300亿美元的账面财富。</blockquote></p><p>Many small-time investors who got caught up in the mania as it peaked lost big. Timing a trade perfectly is nearly impossible even for the best stock pickers, so even those who made money missed out on far greater riches if they didn’t sell at the rally’s peak.</p><p><blockquote>许多在狂热达到顶峰时陷入狂热的小投资者损失惨重。即使对于最优秀的选股者来说，完美地把握交易时机也几乎是不可能的，因此即使是那些赚了钱的人，如果不在反弹高峰期卖出，也会错失更大的财富。</blockquote></p><p>Whether they set out to make a mint or make a point, these&nbsp;traders rode the GameStop wave&nbsp;up — and down.</p><p><blockquote>无论他们是想赚钱还是想表达观点，这些交易员都乘着游戏驿站浪潮上下。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f991998f6a7c1cae38b84edd05dacc3\" tg-width=\"820\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Shawn Daumer, 19, near his office in Crown Point, Ind. He said he sold his GameStop shares last week and walked away with more than $65,000 in profit.Credit...Evan Jenkins for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>19岁的肖恩·道默在他位于印第安纳州皇冠角的办公室附近。他说他上周出售了游戏驿站股票，并获得了超过 65,000 美元的利润。图片来源……《纽约时报》的 Evan Jenkins</span></p></blockquote></p><p><b>Money on the Table</b></p><p><blockquote><b>桌面上的钱</b></blockquote></p><p>What do you do when you’re 19 and suddenly holding a quarter-million dollars in stock? Shawn Daumer went to Hooters.</p><p><blockquote>当你 19 岁突然持有 25 万美元的股票时，你会怎么做？肖恩·道默去了猫头鹰。</blockquote></p><p>Armed with money partly from high school graduation gifts and winnings from trades on stocks like Tesla, Mr. Daumer had spent about $47,000on shares of GameStop the week before it went through the roof.</p><p><blockquote>多默先生的资金部分来自高中毕业礼物和特斯拉等股票交易的收益，他在游戏驿站股价暴跌前一周花费了约 47,000 美元购买该公司的股票。</blockquote></p><p>It was Jan. 26 — just two days into&nbsp;GameStop’s big week— when he and his brother hit up Hooters, scarfed down 30 wings and got 10 more to go. Two days later, GameStop hit its intraday peak of $483 and Mr. Daumer, a real estate broker in Valparaiso, Ind., was holding 1,233 shares. He was up more than a half-million dollars on his initial investment.</p><p><blockquote>1 月 26 日--游戏驿站的重要一周才刚刚开始两天--他和弟弟就抓起了猫头鹰，撕下了 30 个翅膀，又得到了 10 个翅膀。两天后，游戏驿站股价触及483美元的盘中高点，印第安纳州瓦尔帕莱索的房地产经纪人Daumer先生持有1233股。他的初始投资增加了50多万美元。</blockquote></p><p>Mr. Daumer traced his interest in GameStop to the same place many others did: Reddit’s WallStreetBets forum, where armchair traders gather for raunchy jokes, tales of success and even to brag about enormous losses.</p><p><blockquote>Daumer 先生将自己对游戏驿站的兴趣追溯到许多其他人一样的地方：Reddit 的 WallStreetBets 论坛，纸上谈兵的交易员们聚集在这里，讲下流的笑话、讲述成功的故事，甚至吹嘘巨额亏损。</blockquote></p><p><b>Understand What Happened With GameStop</b></p><p><blockquote><b>了解游戏驿站发生了什么事</b></blockquote></p><p><ul><li>Shares in GameStop, the video retailer,have crashed&nbsp;from their January highs, which were driven by memes on social media.</li><li>Amateur traders&nbsp;egging on one another on Redditbet heavily on shares of the company&nbsp;in January, sending the price up more than 1,700 percent at one point.</li><li>The wave was in part aimed athurting large hedge funds&nbsp;that had been&nbsp;short selling&nbsp;— betting against —&nbsp;GameStop stock. Some of those fundsexperienced huge losses&nbsp;as a result.</li><li>But many of the individual investors who pumped up the stock could lose huge amounts of money, too. Somebelieve the price will go back up&nbsp;and are refusing to sell, even as the share price has collapsed.</li><li>Now, regulators are looking into&nbsp;how the rally started&nbsp;and whethernew rules&nbsp;should be created because of it.</li></ul>“Really the biggest part is once you see everybody buying shares day after day, and seeing it live on your own screen, and watching it go up,” Mr. Daumer said in the midst of GameStop’s surge. “It’s follow the trend, you know? If that’s the trend, follow it and it makes you money.”</p><p><blockquote><ul><li>视频零售商游戏驿站的股价已从一月份的高点暴跌，这是由社交媒体上的表情包推动的。</li><li>1月份，业余交易员在Redditbet上相互炒作该公司的股票，导致股价一度上涨超过1700%。</li><li>这波浪潮的部分目的是打击一直在卖空游戏驿站股票的大型对冲基金。其中一些基金因此遭受了巨大损失。</li><li>但许多推高股票的个人投资者也可能损失巨额资金。有些人相信价格会回升，并拒绝出售，即使股价已经暴跌。</li><li>现在，监管机构正在调查这次反弹是如何开始的，以及是否应该因此制定新的规则。</li></ul>“道默先生在游戏驿站股价飙升时说：”真正最重要的部分是，当你看到每个人日复一日地购买股票，并在自己的屏幕上看到它的直播，看着它上涨。“这就是顺应潮流，你知道吗？如果这是潮流，那就顺其自然，它就能让你赚钱。”</blockquote></p><p>But GameStop’s stock abruptly turned down when the trading app Robinhood and other brokerage firms announced a slew of restrictions on the trading of a handful of stocks that had been spiking. Mr. Daumer had about $200,000 in potential profits evaporate almost immediately.</p><p><blockquote>但当交易应用 Robinhood 和其他经纪公司宣布对少数飙升的股票的交易实施一系列限制时，游戏驿站的股价突然下跌。道默先生大约20万美元的潜在利润几乎立即蒸发。</blockquote></p><p>“I’m still up 500 percent,” he said at the time. “I’m OK.” Besides, Mr. Daumer and his fellow Redditors believed GameStop would soar once more: “We’re going to $1,000,” he said.</p><p><blockquote>“他当时说：”我还有 500% 的进步。“我没事。”此外，Daumer 先生和他的 Redditors 朋友们相信游戏驿站会再次飙升： “他说：”我们将达到 1000 美元。</blockquote></p><p>They never came close.</p><p><blockquote>他们从未接近过。</blockquote></p><p>Last week,as the stock plunged&nbsp;72 percent in two days, he’d had enough. Mr. Daumer put in an order to sell on Tuesday afternoon, and the order was filled Wednesday morning at a price of $91.22.</p><p><blockquote>上周，当股票在两天内暴跌 72% 时，他已经受够了。Daumer 先生于周二下午下单卖出，该订单于周三上午以 91.22 美元的价格成交。</blockquote></p><p>He walked away with more than $65,000 in profit, more than doubling his investment.</p><p><blockquote>他带着超过65,000美元的利润离开，是他投资的两倍多。</blockquote></p><p></p><p>Not everyone was so lucky.</p><p><blockquote>不是每个人都这么幸运。</blockquote></p><p><b>A Rude Awakening</b></p><p><blockquote><b>粗鲁的觉醒</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d56965a819f901d26e04fec085eed4a0\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"><span>Nora Samir held her GameStop shares too long and lost more than half of what she invested.Credit...David Maurice Smith for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>Nora Samir 持有游戏驿站股票的时间太长，损失了一半以上的投资。图片来源……David Maurice Smith 为《纽约时报》撰稿</span></p></blockquote></p><p>It seemed like a dream to Nora Samir.</p><p><blockquote>对诺拉·萨米尔来说，这似乎是一场梦。</blockquote></p><p>She woke up in the middle of the night of Jan. 27 at her home in Sydney. On the other side of the world, GameStop was soaring.</p><p><blockquote>1月27日半夜，她在悉尼的家中醒来。在世界的另一端，游戏驿站正在腾飞。</blockquote></p><p>The $735 she’d put in the day before had doubled. She raced downstairs to tell her mother, who was sleeping.</p><p><blockquote>她前一天投入的 735 美元翻了一番。她跑下楼告诉正在睡觉的母亲。</blockquote></p><p>“Nora, don’t be greedy,” her mother warned. “You need to take it out.”</p><p><blockquote>“诺拉，不要贪婪，”她的母亲警告说。“你得把它拿出来。”</blockquote></p><p>But Ms. Samir, 24, a child-health researcher at the University of New South Wales and a stock market neophyte,</p><p><blockquote>但24岁的萨米尔女士是新南威尔士大学的一名儿童健康研究员，也是一名股市新手，</blockquote></p><p>didn’t sell — she bought.</p><p><blockquote>没卖，她买了。</blockquote></p><p>After investing about $800 more, she owned just over nine shares of GameStop. She later plowed $1,800 into BlackBerry, the cellphone maker that once dominated mobile email and hadbeen swept up in the frenzy.</p><p><blockquote>在追加投资约 800 美元后，她持有游戏驿站 9 股多一点的股票。后来，她向黑莓投入了 1,800 美元，这家手机制造商曾经主导了移动电子邮件，并被卷入了这场狂热。</blockquote></p><p>“I was on a high,” she admitted. “When the stock is going up, you don’t think of how low it can go.”</p><p><blockquote>“她承认：”我当时情绪高涨。“当股票上涨时，你不会想到它会跌到多低”。</blockquote></p><p>The high didn’t last long — and the fall was made worse when her trading app crashed, leaving her with little choice but to hold on while GameStop shares plunged.</p><p><blockquote>高点并没有持续多久--当她的交易应用程序崩溃时，她的跌势变得更加严重，这让她别无选择，只能在游戏驿站股价暴跌时坚持下去。</blockquote></p><p>She managed to sell one share on the way down, for $134. The shares she still owned on Friday were worth $528. She’s lost more than half what she put into GameStop.</p><p><blockquote>她设法以 134 美元的价格卖出了一股。周五她仍然持有的股票价值 528 美元。她在游戏驿站投入的资金已经损失了一半以上。</blockquote></p><p>The lesson, Ms. Samir said: “Don’t be greedy.”</p><p><blockquote>萨米尔女士说： “不要贪婪”。</blockquote></p><p><b>You Only Live Once</b></p><p><blockquote><b>你只有一次生命</b></blockquote></p><p>Jacob Chalfant, a high school senior from Westfield, N.J., enjoyed how his “diamond hands” were putting the squeeze on Wall Street’s hedge funds.</p><p><blockquote>来自新泽西州韦斯特菲尔德的高三学生雅各布-查尔凡特（Jacob Chalfant）很享受他的 “钻石之手 ”如何挤压华尔街的对冲基金。</blockquote></p><p>A poster on WallStreetBets since he was 15, Mr. Chalfant, now 18, relished the GameStop rally for the pressure it put on firms like Melvin Capital, which had bet that GameStop’s shares would fall.</p><p><blockquote>现年 18 岁的查尔凡特先生从 15 岁起就在 WallStreetBets 上发帖，他对游戏驿站的反弹津津乐道，因为这给梅尔文资本（Melvin Capital）等公司带来了压力，后者曾押注游戏驿站的股价会下跌。</blockquote></p><p>In the parlance of Reddit, Mr. Chalfant’s diamond-hard hands won’t fold, unlike the “paper hands” of sellers. He’s still holding the shares he bought for $1,035 — about a month’s wages from his job at a pizza shop and his freelance photography business — when GameStop was trading at $290. On Friday, his investment was worth $220.</p><p><blockquote>用 Reddit 的说法来说，查尔凡特先生钻石般坚硬的手不会折叠，这与卖家的 “纸质手 ”不同。他仍然持有他以 1035 美元购买的股票--大约是他在披萨店工作和自由摄影生意的一个月工资--当时游戏驿站的交易价格为 290 美元。周五，他的投资价值220美元。</blockquote></p><p>“I’ve come to terms with the fact that I’ve already lost the money,” he said. “Realistically, the stock is not going to go where it was before.”</p><p><blockquote>“他说：”我已经接受了我已经赔钱的事实。“实际上，股价不会回到以前的水平。”</blockquote></p><p>But the losses are an investment, too, Mr. Chalfant said. They’ve earned him “internet points” on WallStreetBets. “If you’re saying, ‘I’m still holding,’ you have more clout than if you didn’t,” he said.</p><p><blockquote>但查尔凡特说，损失也是一种投资。他们在 WallStreetBets 上为他赢得了 “互联网积分”。“他说：”如果你说'我还在坚持'，你的影响力就会比不坚持'更大。</blockquote></p><p>(Many on the WallStreetBets forum insist that GameStop’s shares may surge again. On the other hand, another Reddit forum opened last week where users share tales of losses from trading the stock whose ticker symbol is GME: GMEbagholdersclub.)</p><p><blockquote>(WallStreetBets 论坛上的许多人坚持认为游戏驿站的股价可能会再次飙升。另一方面，上周开设了另一个 Reddit 论坛，用户在该论坛上分享了交易股票代码为 GME 的股票造成的损失故事： GMEbagholdersclub）。</blockquote></p><p>Mr. Chalfant said he and other teenage traders enjoy the gamification of the investing, and many of his friends had gotten in on GameStop just because they thought it was funny, not to make money.</p><p><blockquote>查尔凡特表示，他和其他青少年交易员喜欢将投资游戏化，他的许多朋友加入游戏驿站只是因为他们觉得这很有趣，而不是为了赚钱。</blockquote></p><p>“We’re living in a system where there’s no such thing as justice anymore and the entire world is falling apart,” Mr. Chalfant said. “Nothing really matters, so we might as well try to have fun while we’re here.”</p><p><blockquote>“查尔凡特先生说：”我们生活在一个不再有正义的体系中，整个世界都在分崩离析。“没有什么是真正重要的，所以我们在这里的时候不妨找点乐子。”</blockquote></p><p><b>Collateral Damage</b></p><p><blockquote><b>附带损害</b></blockquote></p><p>Terrell Jones didn’t need to invest in GameStop to lose money off the frenzy.</p><p><blockquote>Terrell Jones 不需要投资游戏驿站就能在狂热中赔钱。</blockquote></p><p>Mr. Jones, a college student from Kenosha, Wis., bought $300 in shares of AMC, the movie theater chain whose stock was also swept up in the attempt to squeeze the short sellers who profit as stocks decline.</p><p><blockquote>琼斯是威斯康星州基诺沙的一名大学生，他购买了价值300美元的AMC电影院连锁店的股票，该公司的股票也被扫地出门，试图挤压那些在股价下跌时获利的卖空者。</blockquote></p><p>“I just got caught up in the social media hype and just dove right into it,” he said. “I fell for it.”</p><p><blockquote>“他说：”我只是被社交媒体的炒作所吸引，一头扎进去。“我上当了。”</blockquote></p><p>When AMC started to fall and he had lost $112, Mr. Jones, 24, panicked.</p><p><blockquote>当AMC开始下跌，他损失了112美元时，24岁的琼斯先生惊慌失措。</blockquote></p><p>“I just had to get out of there as soon as possible,” he said. “It’s a lot of money, we’re in the middle of a pandemic and I have rent that needs to be paid.”</p><p><blockquote>“他说：”我必须尽快离开那里。“这是一大笔钱，我们正处于大流行病之中，我还要付房租”。</blockquote></p><p>Mr. Jones, 24, had never invested in the stock market before. Now, though, he feels that he learned a lesson.</p><p><blockquote>24岁的琼斯先生以前从未投资过股市。然而现在，他觉得自己吸取了教训。</blockquote></p><p>“I realized pretty quick that people like me were up against those billionaires,” he said. “And at the end of the day, those people always find a way to win.”</p><p><blockquote>“他说：”我很快意识到，像我这样的人是那些亿万富翁的对手。“归根结底，这些人总能找到获胜的方法。”</blockquote></p><p><b>Losing His Head</b></p><p><blockquote><b>失去理智</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1568d73f6db637748479d972e48a4b97\" tg-width=\"2048\" tg-height=\"1595\" referrerpolicy=\"no-referrer\"><span>“This is money I have already written off,” said C. Arthur Davitt, who lives in Chicago.Credit...Lyndon French for The New York Times</span></p><p><blockquote><p class=\"t-img-caption\"><span>“这是我已经注销的钱，”居住在芝加哥的 C. Arthur Davitt 说。图片来源：Lyndon French for The New York Times</span></p></blockquote></p><p>Ordinarily, C. Arthur Davitt is a model of financial discipline.</p><p><blockquote>通常情况下，C. Arthur Davitt 是财务纪律的典范。</blockquote></p><p>He automatically sweeps $200 a month into an index fund, saves enough to get a company match on his 401(k) and has been aggressively paying down his $35,000 in graduate school debt.</p><p><blockquote>他每月自动将 200 美元存入指数基金，存了足够的钱在 401(k) 计划上获得一家公司匹配，并且一直在积极偿还 35,000 美元的研究生院债务。</blockquote></p><p></p><p>But Mr. Davitt, 29, thought it might be fun to get in on some of the skyrocketing stocks. He put less than $1,500 in GameStop and AMC — the GameStop portion is now down by nearly half, and his stake in AMC lost more than 20 percent.</p><p><blockquote>但 29 岁的戴维特先生认为，参与一些飙升的股票可能会很有趣。他在游戏驿站和 AMC 的投资不到 1,500 美元——游戏驿站部分现在下跌了近一半，他在 AMC 的股份损失了 20% 以上。</blockquote></p><p>“I am not a gambler by nature,” he said, “and this is money I have already written off.”</p><p><blockquote>“他说：”我不是天生的赌徒，“这是我已经注销的钱。”</blockquote></p><p>Mr. Davitt, who lives in Chicago and works for a company that provides worker assistance programs for employers, figures he might as well hold on to both companies. GameStop just named several new executives, which could help inject new life into the company, he said, and AMC could see a bounce once more people start venturing out of their homes.</p><p><blockquote>戴维特住在芝加哥，在一家为雇主提供工人援助计划的公司工作，他认为自己还不如持有这两家公司。他说，游戏驿站刚刚任命了几位新高管，这可能有助于为公司注入新的活力，一旦更多人开始走出家门，AMC 可能会出现反弹。</blockquote></p><p>“If I didn’t like GameStop or AMC,” Mr. Davitt said, “I wouldn’t be finding this as enjoyable.”</p><p><blockquote>“戴维特先生说：”如果我不喜欢游戏驿站或 AMC，“我就不会觉得这很有趣。”</blockquote></p><p><b>Another on the Line</b></p><p><blockquote><b>另一个在线</b></blockquote></p><p>By almost any measure, Mr. Daumer, the Indiana teenager, is one of the winners of the GameStop trade. He more than doubled his money, even if he didn’t score the biggest possible payday.</p><p><blockquote>几乎从任何标准来看，印第安纳州的少年道默先生都是游戏驿站交易的赢家之一。即使他没有获得最大的发薪日，他的钱也增加了一倍多。</blockquote></p><p>“Do you fish?” he asked, searching for a way to explain the experience.</p><p><blockquote>“你钓鱼吗？”他问道，寻找解释这段经历的方法。</blockquote></p><p>When you’re fishing, he said, and you feel a tug on your line, it might be just a nibble or it might be a bite. If you wait to feel a stronger tug, you risk losing the fish you didn’t know you had.</p><p><blockquote>他说，当你钓鱼时，如果你感觉到鱼线被拉扯，那可能只是一口，也可能是一口。如果你等着感受更强的拉力，你就有可能失去你不知道自己钓到的鱼。</blockquote></p><p>The peak, he said, was that kind of moment. He thought it was just a small nibble, and decided to wait.</p><p><blockquote>他说，巅峰就是那种时刻。他以为只是一小口，决定等等。</blockquote></p><p>“The fish got away,” he said.</p><p><blockquote>“他说：”鱼逃走了。</blockquote></p><p>But there are others out there to be hooked, he said. He’s already dabbling in shares of a penny stock, Castor Maritime, which is based in Cyprus. It’s up over 300 percent so far this year.</p><p><blockquote>但他说，还有其他人会上钩。他已经涉足了总部位于塞浦路斯的细价股 Castor Maritime 的股票。今年到目前为止，这一数字已经增长了 300% 以上。</blockquote></p><p>What kind of business is the company in?</p><p><blockquote>公司是做什么生意的？</blockquote></p><p>“You know what? I wish I could tell you,” Mr. Daumer said. “I just like the numbers.”</p><p><blockquote>“你知道吗？我真希望我能告诉你，”道默先生说。“我只是喜欢这些数字。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nytimes.com/2021/02/07/business/gamestop-stock-losses.html\">The New York Times</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":{"GME":"游戏驿站"},"source_url":"https://www.nytimes.com/2021/02/07/business/gamestop-stock-losses.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152031988","content_text":"Fueled by amateur traders and online enthusiasm, the struggling retailer’s shares took investors on a ride like no other. For them, it ended in different ways, including apathy, defiance and regret.Jacob Chalfant, a high school senior from Westfield, N.J., is still holding the shares he bought for $1,035. On Friday, they were worth $220.Credit...Bryan Anselm for The New York TimesSome wanted to be on the front lines of a revolution. Some wanted to be rich. And by the end of a wild two-week ride where fortunes were made and lost, some just hoped they’d be able to pay their rent.Winners and losers are made every day on Wall Street. And for a while, the unlikely trading boom around the stock of the beleaguered video game retailerGameStopput the little guy on top. Breathtaking fortunes appeared overnight.But they disappeared almost as quickly.At its highest point,GameStop’s share price was $483. On Friday, the stock was worth $40.59. The trading frenzy — powered by online hype over a rebellion against traditional Wall Street powers — had created, and then destroyed, roughly $30 billion in on-paper wealth.Many small-time investors who got caught up in the mania as it peaked lost big. Timing a trade perfectly is nearly impossible even for the best stock pickers, so even those who made money missed out on far greater riches if they didn’t sell at the rally’s peak.Whether they set out to make a mint or make a point, these traders rode the GameStop wave up — and down.Shawn Daumer, 19, near his office in Crown Point, Ind. He said he sold his GameStop shares last week and walked away with more than $65,000 in profit.Credit...Evan Jenkins for The New York TimesMoney on the TableWhat do you do when you’re 19 and suddenly holding a quarter-million dollars in stock? Shawn Daumer went to Hooters.Armed with money partly from high school graduation gifts and winnings from trades on stocks like Tesla, Mr. Daumer had spent about $47,000on shares of GameStop the week before it went through the roof.It was Jan. 26 — just two days into GameStop’s big week— when he and his brother hit up Hooters, scarfed down 30 wings and got 10 more to go. Two days later, GameStop hit its intraday peak of $483 and Mr. Daumer, a real estate broker in Valparaiso, Ind., was holding 1,233 shares. He was up more than a half-million dollars on his initial investment.Mr. Daumer traced his interest in GameStop to the same place many others did: Reddit’s WallStreetBets forum, where armchair traders gather for raunchy jokes, tales of success and even to brag about enormous losses.Understand What Happened With GameStopShares in GameStop, the video retailer,have crashed from their January highs, which were driven by memes on social media.Amateur traders egging on one another on Redditbet heavily on shares of the company in January, sending the price up more than 1,700 percent at one point.The wave was in part aimed athurting large hedge funds that had been short selling — betting against — GameStop stock. Some of those fundsexperienced huge losses as a result.But many of the individual investors who pumped up the stock could lose huge amounts of money, too. Somebelieve the price will go back up and are refusing to sell, even as the share price has collapsed.Now, regulators are looking into how the rally started and whethernew rules should be created because of it.“Really the biggest part is once you see everybody buying shares day after day, and seeing it live on your own screen, and watching it go up,” Mr. Daumer said in the midst of GameStop’s surge. “It’s follow the trend, you know? If that’s the trend, follow it and it makes you money.”But GameStop’s stock abruptly turned down when the trading app Robinhood and other brokerage firms announced a slew of restrictions on the trading of a handful of stocks that had been spiking. Mr. Daumer had about $200,000 in potential profits evaporate almost immediately.“I’m still up 500 percent,” he said at the time. “I’m OK.” Besides, Mr. Daumer and his fellow Redditors believed GameStop would soar once more: “We’re going to $1,000,” he said.They never came close.Last week,as the stock plunged 72 percent in two days, he’d had enough. Mr. Daumer put in an order to sell on Tuesday afternoon, and the order was filled Wednesday morning at a price of $91.22.He walked away with more than $65,000 in profit, more than doubling his investment.Not everyone was so lucky.A Rude AwakeningNora Samir held her GameStop shares too long and lost more than half of what she invested.Credit...David Maurice Smith for The New York TimesIt seemed like a dream to Nora Samir.She woke up in the middle of the night of Jan. 27 at her home in Sydney. On the other side of the world, GameStop was soaring.The $735 she’d put in the day before had doubled. She raced downstairs to tell her mother, who was sleeping.“Nora, don’t be greedy,” her mother warned. “You need to take it out.”But Ms. Samir, 24, a child-health researcher at the University of New South Wales and a stock market neophyte,didn’t sell — she bought.After investing about $800 more, she owned just over nine shares of GameStop. She later plowed $1,800 into BlackBerry, the cellphone maker that once dominated mobile email and hadbeen swept up in the frenzy.“I was on a high,” she admitted. “When the stock is going up, you don’t think of how low it can go.”The high didn’t last long — and the fall was made worse when her trading app crashed, leaving her with little choice but to hold on while GameStop shares plunged.She managed to sell one share on the way down, for $134. The shares she still owned on Friday were worth $528. She’s lost more than half what she put into GameStop.The lesson, Ms. Samir said: “Don’t be greedy.”You Only Live OnceJacob Chalfant, a high school senior from Westfield, N.J., enjoyed how his “diamond hands” were putting the squeeze on Wall Street’s hedge funds.A poster on WallStreetBets since he was 15, Mr. Chalfant, now 18, relished the GameStop rally for the pressure it put on firms like Melvin Capital, which had bet that GameStop’s shares would fall.In the parlance of Reddit, Mr. Chalfant’s diamond-hard hands won’t fold, unlike the “paper hands” of sellers. He’s still holding the shares he bought for $1,035 — about a month’s wages from his job at a pizza shop and his freelance photography business — when GameStop was trading at $290. On Friday, his investment was worth $220.“I’ve come to terms with the fact that I’ve already lost the money,” he said. “Realistically, the stock is not going to go where it was before.”But the losses are an investment, too, Mr. Chalfant said. They’ve earned him “internet points” on WallStreetBets. “If you’re saying, ‘I’m still holding,’ you have more clout than if you didn’t,” he said.(Many on the WallStreetBets forum insist that GameStop’s shares may surge again. On the other hand, another Reddit forum opened last week where users share tales of losses from trading the stock whose ticker symbol is GME: GMEbagholdersclub.)Mr. Chalfant said he and other teenage traders enjoy the gamification of the investing, and many of his friends had gotten in on GameStop just because they thought it was funny, not to make money.“We’re living in a system where there’s no such thing as justice anymore and the entire world is falling apart,” Mr. Chalfant said. “Nothing really matters, so we might as well try to have fun while we’re here.”Collateral DamageTerrell Jones didn’t need to invest in GameStop to lose money off the frenzy.Mr. Jones, a college student from Kenosha, Wis., bought $300 in shares of AMC, the movie theater chain whose stock was also swept up in the attempt to squeeze the short sellers who profit as stocks decline.“I just got caught up in the social media hype and just dove right into it,” he said. “I fell for it.”When AMC started to fall and he had lost $112, Mr. Jones, 24, panicked.“I just had to get out of there as soon as possible,” he said. “It’s a lot of money, we’re in the middle of a pandemic and I have rent that needs to be paid.”Mr. Jones, 24, had never invested in the stock market before. Now, though, he feels that he learned a lesson.“I realized pretty quick that people like me were up against those billionaires,” he said. “And at the end of the day, those people always find a way to win.”Losing His Head“This is money I have already written off,” said C. Arthur Davitt, who lives in Chicago.Credit...Lyndon French for The New York TimesOrdinarily, C. Arthur Davitt is a model of financial discipline.He automatically sweeps $200 a month into an index fund, saves enough to get a company match on his 401(k) and has been aggressively paying down his $35,000 in graduate school debt.But Mr. Davitt, 29, thought it might be fun to get in on some of the skyrocketing stocks. He put less than $1,500 in GameStop and AMC — the GameStop portion is now down by nearly half, and his stake in AMC lost more than 20 percent.“I am not a gambler by nature,” he said, “and this is money I have already written off.”Mr. Davitt, who lives in Chicago and works for a company that provides worker assistance programs for employers, figures he might as well hold on to both companies. GameStop just named several new executives, which could help inject new life into the company, he said, and AMC could see a bounce once more people start venturing out of their homes.“If I didn’t like GameStop or AMC,” Mr. Davitt said, “I wouldn’t be finding this as enjoyable.”Another on the LineBy almost any measure, Mr. Daumer, the Indiana teenager, is one of the winners of the GameStop trade. He more than doubled his money, even if he didn’t score the biggest possible payday.“Do you fish?” he asked, searching for a way to explain the experience.When you’re fishing, he said, and you feel a tug on your line, it might be just a nibble or it might be a bite. If you wait to feel a stronger tug, you risk losing the fish you didn’t know you had.The peak, he said, was that kind of moment. He thought it was just a small nibble, and decided to wait.“The fish got away,” he said.But there are others out there to be hooked, he said. He’s already dabbling in shares of a penny stock, Castor Maritime, which is based in Cyprus. It’s up over 300 percent so far this year.What kind of business is the company in?“You know what? I wish I could tell you,” Mr. Daumer said. “I just like the numbers.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360694878,"gmtCreate":1613898072394,"gmtModify":1634551913167,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360694878","repostId":"1100960455","repostType":4,"repost":{"id":"1100960455","kind":"news","pubTimestamp":1613717993,"share":"https://www.laohunote.com/m/news/1100960455?lang=zh_CN&edition=full","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip<blockquote>Palantir：逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul>  <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li>  <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li>  <li>Palantir continues to grow its client base across multiple industries.</li>  <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir 公布了稳健的收入，但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir 预计在 2020 年收入增长 47% 后，收入将同比增长 30%。</li><li>Palantir 继续扩大其在多个行业的客户群。</li><li>Palantir 的禁售期将于 2 月 19 日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的 Palantir Technologies Inc. (PLTR)。一些投资者原本预计该公司今天将发布井喷财报，但未能实现这一目标。该公司确实实现了令人难以置信的收入增长，未来的道路看起来也很光明。然而，投资者对该公司表示的光明前景感到失望。正如预期的那样，该股在锁定期结束前下跌。下周将讲述该股走向的更好故事。如果你觉得有风险，就跳上去。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁？</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你像我一样，你可能不知道这家公司是谁，也不知道他们做什么。Palantir Technologies Inc.自2003年成立以来，总部位于科罗拉多州丹佛市。简而言之， 他们为美国情报界构建和部署软件平台， 以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序，可以识别隐藏在数据集深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中的有需要的人。Palantir Gotham将公开的洪水数据与天气信息和社会脆弱性普查数据相结合，以找到最需要的社区，并适当部署资源。最近，他们正在向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供 Palantir Foundry， 这是一个通过为组织数据创建中央操作系统来改变组织运营方式的平台；并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷啊？</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了这家公司？</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一个成长剧，简单明了。往下看，我们可以看到未来的预测。缺失的部分是2020年，我们今天发现是11亿美元。同比增长约 47%。展望未来，分析师预计年收入增长率将保持在 35% 以上。我们通常认为20%是强的，所以这看起来真的很好。第四季度，该公司公布季度收入为 3.221 亿美元，增长 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>（来源：TIKR.com）</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总额为 0.08 美元，而市场普遍预期为 0.02 美元。受财报消息影响，该股今天下跌超过 12%。深入挖掘后，大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋，以消除共识，但时间会证明这有多真实。基于该公司发布的所有新闻，约翰·罗兹 (John Rhodes) 的文章中对此进行了很好的概述：Palantir：第四季度收入潜在爆发大多数人预计收入会超出预期，但该股上周的走势却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据比以往任何时候都更加与普通人相关。谈到新冠肺炎，当地新闻有各种各样的数据。2020年，Palantir帮助100个商业组织和10个国家政府应对新冠肺炎。这对Palantir来说是一个很好的机会，他们没有浪费。这一回应帮助 thema 赢得了价值 3150 万美元的英国医疗服务工作两年合同。仅在第四季度，该公司就签署了21笔价值超过500万美元的交易。其中12件价值1000万美元或以上。收入增长将继续是 Palantir 的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的生意是政府生意。今年，Palantir 56% 的收入（即 6.1 亿美元）来自政府合同。虽然商业方面的同比增长率高达 107%，但政府收入 77% 的增长并不可笑。最令人印象深刻的是我们看到普通客户的情况。收入同比增长 41%。每个客户从560万美元高达790万美元。随着客户继续开发和改进其系统，将越来越多的业务移交给 Palantir，这是一个需要密切关注的重要指标。造成这种情况的另一个因素是 Palantir 吸引了大客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>（公司介绍）</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些，我们今天仍然下跌12%？正如我上面提到的，人们对前瞻性预测感到有点震惊。Palantir 表示，预计 2021 年收入增长将超过 30%。这对大多数公司来说都是个好消息，但在你刚刚公布了 47% 的增长年份之后，这有点令人难过。但就像我说的，我认为他们有点沙袋。分析师仍预计 2021 年将增长约 35%。直觉告诉我，随着时间的推移，他们会超越这一点。该公司确实表示，他们的目标是到 2025 年实现 40 亿美元的收入，从现在开始每年增长 30%，这将使您受益匪浅。根据目前的预测，我完全预计这个数字将接近50亿美元。Palantir 正在追逐多个行业的“大鱼”。他们的客户中有 8 家进入财富 100 强，12 家进入全球 100 强。随着他们的产品不断发展和改进，他们的底线只会越来越好。我认为从长远来看，这里有很大的运行空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有什么风险？</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期的结束，我将在下面谈到这一点。除此之外，我会看看政府合同。是的，它们是最重要的，但这并不是说它们没有风险。过去，Palantir 曾表示，他们需要更加关注商业客户，以帮助利润并扭亏为盈（这是盈利抛售的部分原因）。正如我们所看到的，他们已经获得了一些大型商业客户，但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还需要记住的是，与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道，2018 年，200 多名员工签署了一封致首席执行官亚历克斯·卡普 (Alex Karp) 的信，理由是对与移民和海关执法局合作的担忧。过去，由于潜在的侵犯人权行为，其他多家大型科技公司被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说，我确实认为该公司将继续在商业领域做得很好，并很好地减少政府加班的整体风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“锁定期”？</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期，锁定期将于2月19日（星期五）结束。通常情况下，我们会在这条路线上看到 IPO 的低点，但情况并非总是如此。</blockquote></p><p>   Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.  What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从 10 月份前两周锁定期到期的 15 只股票来看，大多数股票在到期日前几天开始下跌，然后在三到五天后反弹。然而，一些人当天几乎没有看到抛售压力，禁售结束后股价立即攀升。是什么？简而言之，我们不是由中介机构发行公司新股并承销的首次公开募股，而是直接上市。这是企业直接向公众出售股票的地方，无需任何中介机构的帮助。并无涉及任何包销商或其他中介机构，亦无发行新股。这意味着该业务的最大股东只能在IPO锁定期满后自由出售其股份。Spotify (SPOT) 和 Slack (WORK) 是走直接上市路线的两个公司例子。也就是说，这两家公司都没有员工禁闭期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢？嗯，鉴于 MarketWatch 表示：</blockquote></p><p>   For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.  It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过，对于 Palantir 来说，多年的风险投资已经创造了足够多的股票来启动公开交易：大约 16.4 亿股，尽管按照包括归属期权在内的完全稀释公式计算，这一数字将增长到 21.7 亿股。这意味着目前约有 4.97 亿股流通股，我们可能会看到约 17 亿股流通股上市。现在这不太可能，但这确实意味着，考虑到 IPO 通常占已发行股票的 10%，而 Palantir 根据上面提供的数字发行股票的 20% 以上，该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里？根据前面引用的研究，我们走在正确的轨道上。就在禁售期结束前，该股正在有序抛售。现在我们必须拭目以待，看看反弹是什么样子的。还是每个人都卖得很高，然后试图买得更低？这有点观望。让我们看看技术数据向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说？</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面，我们可以看到几个非常强的支撑位。首先，我们今天突破了 30 美元的一个相当大的突破，而且突破幅度很大，这在短期内有点令人担忧，但有可能快速反弹，以快速重新测试 30 美元大关。如果说这些市场教会了我们什么，那就是它们可以快速移动!在正常情况下，这可能是我的停留地点。但是直到今天我才有一个职位，随着我承担更多的风险，游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当一只股票像我们今天看到的 Palantir 坦克一样受欢迎时，会发生以下两件事之一。要么下跌被买入，这只股票将飙升至 40 美元，要么我们看到 Palantir 跌至约 23 美元。由于该股票是如此新，我们确实没有很好的支撑指标。看看下面，我们可以大致看到我从哪里拿出23美元。这是一个相当大的举动。下跌幅度约为 20%。如果 23 美元跌破，价格可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时，你必须准备好平均下跌。这是一种完全不同的方法。缩放和缩放…….同时知道什么时候放手。如果你想稳妥起见，注意反弹，然后试着进去。我确实认为会有一个不错的反弹，使股价回到 36-40 美元，但问题是什么时候。这对我个人来说不是长期持有。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如你所看到的，公司的发展方向有很多值得喜欢的地方。估值总是有争议的，但归根结底，价值就是有人愿意为此付出的任何代价。Palantir 是一台收入机器，它不会放慢速度。他们在玩“大鱼”，只要他们能继续实现目标，收入就会随之而来。我目前做多，但随着锁定期本周结束，我会密切关注。如果你要做多，确保在接下来的几天里扩大规模，并对下周的走势下注。在外面注意安全!</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>Palantir: Buy The Dip<blockquote>Palantir：逢低买入</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\">\nPalantir: Buy The Dip<blockquote>Palantir：逢低买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-02-19 14:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p> <ul>  <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li>  <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li>  <li>Palantir continues to grow its client base across multiple industries.</li>  <li>Palantir's lock-up period ends on February 19th. Place your bets!</li> </ul> One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p><p><blockquote><ul><li>Palantir 公布了稳健的收入，但未能实现盈利。未来的预测有点令人失望。</li><li>Palantir 预计在 2020 年收入增长 47% 后，收入将同比增长 30%。</li><li>Palantir 继续扩大其在多个行业的客户群。</li><li>Palantir 的禁售期将于 2 月 19 日结束。下注吧!</li></ul>最近最热门的股票之一是最近直接上市的 Palantir Technologies Inc. (PLTR)。一些投资者原本预计该公司今天将发布井喷财报，但未能实现这一目标。该公司确实实现了令人难以置信的收入增长，未来的道路看起来也很光明。然而，投资者对该公司表示的光明前景感到失望。正如预期的那样，该股在锁定期结束前下跌。下周将讲述该股走向的更好故事。如果你觉得有风险，就跳上去。</blockquote></p><p> <b>Who Are They?</b></p><p><blockquote><b>他们是谁？</b></blockquote></p><p> If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p><p><blockquote>如果你像我一样，你可能不知道这家公司是谁，也不知道他们做什么。Palantir Technologies Inc.自2003年成立以来，总部位于科罗拉多州丹佛市。简而言之， 他们为美国情报界构建和部署软件平台， 以协助反恐调查和行动。</blockquote></p><p> Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p><p><blockquote>Palantir Gothamis是一个软件程序，可以识别隐藏在数据集深处的模式。这有助于对平台内已识别的威胁执行真实世界的响应。这被用于帮助2018年佛罗伦萨飓风中的有需要的人。Palantir Gotham将公开的洪水数据与天气信息和社会脆弱性普查数据相结合，以找到最需要的社区，并适当部署资源。最近，他们正在向美国政府提供冠状病毒跟踪软件。</blockquote></p><p> The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p><p><blockquote>该公司还提供 Palantir Foundry， 这是一个通过为组织数据创建中央操作系统来改变组织运营方式的平台；并允许个人用户在一个地方集成和分析他们需要的数据。</blockquote></p><p> Pretty cool hey?</p><p><blockquote>很酷啊？</blockquote></p><p> <b>What Is Driving The Company?</b></p><p><blockquote><b>是什么推动了这家公司？</b></blockquote></p><p> Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p><p><blockquote>收入。这是一个成长剧，简单明了。往下看，我们可以看到未来的预测。缺失的部分是2020年，我们今天发现是11亿美元。同比增长约 47%。展望未来，分析师预计年收入增长率将保持在 35% 以上。我们通常认为20%是强的，所以这看起来真的很好。第四季度，该公司公布季度收入为 3.221 亿美元，增长 20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p><p><blockquote></blockquote></p><p> (Source: TIKR.com)</p><p><blockquote>（来源：TIKR.com）</blockquote></p><p> The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p><p><blockquote>令人震惊的是每股亏损总额为 0.08 美元，而市场普遍预期为 0.02 美元。受财报消息影响，该股今天下跌超过 12%。深入挖掘后，大多数投资者似乎对前瞻性预测感到失望。我个人认为他们有点沙袋，以消除共识，但时间会证明这有多真实。基于该公司发布的所有新闻，约翰·罗兹 (John Rhodes) 的文章中对此进行了很好的概述：Palantir：第四季度收入潜在爆发大多数人预计收入会超出预期，但该股上周的走势却并非如此。</blockquote></p><p> Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p><p><blockquote>数据比以往任何时候都更加与普通人相关。谈到新冠肺炎，当地新闻有各种各样的数据。2020年，Palantir帮助100个商业组织和10个国家政府应对新冠肺炎。这对Palantir来说是一个很好的机会，他们没有浪费。这一回应帮助 thema 赢得了价值 3150 万美元的英国医疗服务工作两年合同。仅在第四季度，该公司就签署了21笔价值超过500万美元的交易。其中12件价值1000万美元或以上。收入增长将继续是 Palantir 的未来。</blockquote></p><p> Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p><p><blockquote>一些最好的生意是政府生意。今年，Palantir 56% 的收入（即 6.1 亿美元）来自政府合同。虽然商业方面的同比增长率高达 107%，但政府收入 77% 的增长并不可笑。最令人印象深刻的是我们看到普通客户的情况。收入同比增长 41%。每个客户从560万美元高达790万美元。随着客户继续开发和改进其系统，将越来越多的业务移交给 Palantir，这是一个需要密切关注的重要指标。造成这种情况的另一个因素是 Palantir 吸引了大客户。2020年获得的新客户创造了4200万美元的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p><p><blockquote></blockquote></p><p></p><p> (Company Presentation)</p><p><blockquote>（公司介绍）</blockquote></p><p> So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p><p><blockquote>所以所有这些，我们今天仍然下跌12%？正如我上面提到的，人们对前瞻性预测感到有点震惊。Palantir 表示，预计 2021 年收入增长将超过 30%。这对大多数公司来说都是个好消息，但在你刚刚公布了 47% 的增长年份之后，这有点令人难过。但就像我说的，我认为他们有点沙袋。分析师仍预计 2021 年将增长约 35%。直觉告诉我，随着时间的推移，他们会超越这一点。该公司确实表示，他们的目标是到 2025 年实现 40 亿美元的收入，从现在开始每年增长 30%，这将使您受益匪浅。根据目前的预测，我完全预计这个数字将接近50亿美元。Palantir 正在追逐多个行业的“大鱼”。他们的客户中有 8 家进入财富 100 强，12 家进入全球 100 强。随着他们的产品不断发展和改进，他们的底线只会越来越好。我认为从长远来看，这里有很大的运行空间。</blockquote></p><p> <b>What Are The Risks?</b></p><p><blockquote><b>有什么风险？</b></blockquote></p><p> One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p><p><blockquote>即将到来的风险之一是禁售期的结束，我将在下面谈到这一点。除此之外，我会看看政府合同。是的，它们是最重要的，但这并不是说它们没有风险。过去，Palantir 曾表示，他们需要更加关注商业客户，以帮助利润并扭亏为盈（这是盈利抛售的部分原因）。正如我们所看到的，他们已经获得了一些大型商业客户，但政府方面仍然存在。</blockquote></p><p> Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p><p><blockquote>还需要记住的是，与政府打交道可能会导致跨越一些人不同意的界限。据《华盛顿邮报》报道，2018 年，200 多名员工签署了一封致首席执行官亚历克斯·卡普 (Alex Karp) 的信，理由是对与移民和海关执法局合作的担忧。过去，由于潜在的侵犯人权行为，其他多家大型科技公司被迫切断与政府机构的联系。</blockquote></p><p> That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p><p><blockquote>也就是说，我确实认为该公司将继续在商业领域做得很好，并很好地减少政府加班的整体风险。</blockquote></p><p> <b>What's The \"Lock-Up Period\"?</b></p><p><blockquote><b>什么是“锁定期”？</b></blockquote></p><p> The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p><p><blockquote>许多人对Palantir的一个担忧是锁定期，锁定期将于2月19日（星期五）结束。通常情况下，我们会在这条路线上看到 IPO 的低点，但情况并非总是如此。</blockquote></p><p>   Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.  What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p><p><blockquote>从 10 月份前两周锁定期到期的 15 只股票来看，大多数股票在到期日前几天开始下跌，然后在三到五天后反弹。然而，一些人当天几乎没有看到抛售压力，禁售结束后股价立即攀升。是什么？简而言之，我们不是由中介机构发行公司新股并承销的首次公开募股，而是直接上市。这是企业直接向公众出售股票的地方，无需任何中介机构的帮助。并无涉及任何包销商或其他中介机构，亦无发行新股。这意味着该业务的最大股东只能在IPO锁定期满后自由出售其股份。Spotify (SPOT) 和 Slack (WORK) 是走直接上市路线的两个公司例子。也就是说，这两家公司都没有员工禁闭期。</blockquote></p><p> So what does this mean? Well, given thatMarketWatch said:</p><p><blockquote>那么这意味着什么呢？嗯，鉴于 MarketWatch 表示：</blockquote></p><p>   For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.  It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p><p><blockquote>不过，对于 Palantir 来说，多年的风险投资已经创造了足够多的股票来启动公开交易：大约 16.4 亿股，尽管按照包括归属期权在内的完全稀释公式计算，这一数字将增长到 21.7 亿股。这意味着目前约有 4.97 亿股流通股，我们可能会看到约 17 亿股流通股上市。现在这不太可能，但这确实意味着，考虑到 IPO 通常占已发行股票的 10%，而 Palantir 根据上面提供的数字发行股票的 20% 以上，该股的抛售压力应该低于平均水平。</blockquote></p><p> Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p><p><blockquote>我们现在在哪里？根据前面引用的研究，我们走在正确的轨道上。就在禁售期结束前，该股正在有序抛售。现在我们必须拭目以待，看看反弹是什么样子的。还是每个人都卖得很高，然后试图买得更低？这有点观望。让我们看看技术数据向我们展示了什么。</blockquote></p><p> <b>What Does The Price Say?</b></p><p><blockquote><b>价格怎么说？</b></blockquote></p><p></p><p> Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p><p><blockquote>快速浏览一下技术面，我们可以看到几个非常强的支撑位。首先，我们今天突破了 30 美元的一个相当大的突破，而且突破幅度很大，这在短期内有点令人担忧，但有可能快速反弹，以快速重新测试 30 美元大关。如果说这些市场教会了我们什么，那就是它们可以快速移动!在正常情况下，这可能是我的停留地点。但是直到今天我才有一个职位，随着我承担更多的风险，游戏发生了一些变化。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p><p><blockquote>当一只股票像我们今天看到的 Palantir 坦克一样受欢迎时，会发生以下两件事之一。要么下跌被买入，这只股票将飙升至 40 美元，要么我们看到 Palantir 跌至约 23 美元。由于该股票是如此新，我们确实没有很好的支撑指标。看看下面，我们可以大致看到我从哪里拿出23美元。这是一个相当大的举动。下跌幅度约为 20%。如果 23 美元跌破，价格可能会进一步下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p><p><blockquote></blockquote></p><p> (Source: TC2000.com)</p><p><blockquote>（来源：TC2000.com）</blockquote></p><p> When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p><p><blockquote>当试图抓住反弹时，你必须准备好平均下跌。这是一种完全不同的方法。缩放和缩放…….同时知道什么时候放手。如果你想稳妥起见，注意反弹，然后试着进去。我确实认为会有一个不错的反弹，使股价回到 36-40 美元，但问题是什么时候。这对我个人来说不是长期持有。</blockquote></p><p> <b>Wrap-Up</b></p><p><blockquote><b>总结</b></blockquote></p><p> As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p><p><blockquote>正如你所看到的，公司的发展方向有很多值得喜欢的地方。估值总是有争议的，但归根结底，价值就是有人愿意为此付出的任何代价。Palantir 是一台收入机器，它不会放慢速度。他们在玩“大鱼”，只要他们能继续实现目标，收入就会随之而来。我目前做多，但随着锁定期本周结束，我会密切关注。如果你要做多，确保在接下来的几天里扩大规模，并对下周的走势下注。在外面注意安全!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">Seeking Alpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out 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18:22","market":"us","language":"en","title":"The 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?<blockquote>30年期国债收益率触及2%。收益率何时开始损害股市？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114166601","media":"Barrons","summary":"After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first t","content":"<p>After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will hurt the stock market.</p><p><blockquote>在长期国债收益率长期走高后，30 年期国债自 Covid-19 袭击以来首次攀升至 2% 以上。这让投资者询问债券收益率上升的大趋势何时会损害股市。</blockquote></p><p>The central concern is that&nbsp;once Treasury yields climb high enough&nbsp;investors will want to buy safe bonds instead of stocks or high-yield debt. But it isn’t clear when that will occur, and the 30-year bond carries&nbsp;extra risk of losses as yields keep rising. When it comes to the 10-year note, a more popular benchmark<b>,</b>Wall Street consensus is hard to find:&nbsp;Strategists’ forecasts say 10-year Treasury yields may need to rise only to 1.75%, or as high as 5%, to make them more attractive than those riskier alternatives.</p><p><blockquote>主要的担忧是，一旦美国国债收益率攀升到足够高的水平，投资者将希望购买安全的债券，而不是股票或高收益债务。但目前还不清楚何时会发生这种情况，而且随着收益率不断上升，30 年期债券存在额外的损失风险。说到 10 年期票据，这是一个更受欢迎的基准<b>,</b>华尔街的共识很难找到： 策略师的预测称，10 年期国债收益率可能只需要升至 1.75%，即高达 5%，就能使其比那些风险较高的替代品更具吸引力。</blockquote></p><p>Yields on long-term Treasuries have been rising steadily since late August, and more quickly since Nov. 9, whenPfizerand BioNTech announced an effective Covid-19 vaccine. The 30-year yield was hovering near 2% Monday after breaching that level in morning trading—up from 1.6% before the vaccine. The benchmark 10-year yield has climbed as well, rising to 1.2% Monday from 0.8% before the vaccine.</p><p><blockquote>自 8 月下旬以来，长期国债收益率一直在稳步上升，自 11 月 9 日辉瑞和 BioNTech 宣布推出有效的 Covid-19 疫苗以来，涨幅更快。30 年期国债收益率在早盘交易中突破该水平后，周一徘徊在 2% 附近，高于疫苗推出前的 1.6%。基准 10 年期国债收益率也有所攀升，从疫苗接种前的 0.8% 升至周一的 1.2%。</blockquote></p><p>Long-term yields had retreated from their morning highs by Monday afternoon amid concerns about Covid-19 vaccine distribution and the pace of global economic reopening, with the 10-year yield off one basis points (hundredth of a percentage point) and the 30-year yield down three basis points.</p><p><blockquote>由于对 Covid-19 疫苗分发和全球经济重新开放步伐的担忧，截至周一下午，长期收益率已从早间高点回落，10 年期国债收益率下跌 1 个基点（百分之一百个百分点），30 年期国债收益率下跌 3 个基点。</blockquote></p><p>But the expectation remains for yields to keep climbing over coming weeks and months. And a key question is how high yields need to be to dent stock-market returns. Several Wall Street strategists have tackled that puzzle in recent notes.</p><p><blockquote>但预计未来几周和几个月收益率将继续攀升。一个关键问题是收益率需要达到多高才能降低股市回报。几位华尔街策略师在最近的笔记中解决了这个难题。</blockquote></p><p>Almost 70% of S&amp;P 500 companies pay a higher yield than the 10-year note, wrote a team led by equity strategist Savita Subramanianin a recent note. That proportion would fall to 40% if companies keep their payouts at current levels and the Treasury yield rises to 1.75% by the end of this year, they found.</p><p><blockquote>股票策略师 Savita Subramanian 领导的团队在最近的一份报告中写道，近 70% 的标普500公司支付的收益率高于 10 年期国债。他们发现，如果公司将支出保持在当前水平，并且到今年年底国债收益率升至 1.75%，这一比例将降至 40%。</blockquote></p><p>That could start undermining the attractiveness of stocks as an income play; today the overall dividend yield on the S&amp;P 500 is 1.5%, higher than the 10-year Treasury payout. That has helped offset concerns about valuations that are higher than historical averages.</p><p><blockquote>这可能会开始削弱股票作为一种收入游戏的吸引力；如今，标普500的总体股息率为 1.5%，高于 10 年期国债派息率。这有助于抵消对估值高于历史平均水平的担忧。</blockquote></p><p>Yet the picture looks far better for stocks from a total-return perspective. The implied long-term return of the S&amp;P 500 is around 3%, the bank’s equity strategists wrote.</p><p><blockquote>然而，从总回报的角度来看，股票的情况要好得多。该银行的股票策略师写道，标普500的隐含长期回报率约为 3%。</blockquote></p><p>Wall Street strategists don’t expect the 10-year note to be able to challenge that return soon. In a January outlook piece,Bank of America’sinterest-rate strategists predicted that 3% will be the benchmark yield’s peak during this expansion, implying yields won’t reach those levels until the Fed starts raising interest rates. And according to some of the bank’s valuation models, all else equal, stocks will look cheap compared to Treasuries until yields rise to 5%.</p><p><blockquote>华尔街策略师预计 10 年期国债不会很快挑战这一回报。在 1 月份的一篇展望文章中，美国银行的利率策略师预测，3% 将是此次扩张期间基准收益率的峰值，这意味着在美联储开始加息之前，收益率不会达到这些水平。根据该银行的一些估值模型，在其他条件相同的情况下，在收益率升至 5% 之前，股票与国债相比看起来会很便宜。</blockquote></p><p>More important, a 3% return from the S&amp;P 500 will still outpace akey market gauge of inflation expectations over the next decade. That indicator, called the break-even inflation rate, has been driven higher by improving growth expectations as the U.S. recovers from the Covid-19 crisis. On Monday it hit 2.2%, the highest level since 2014.</p><p><blockquote>更重要的是，未来十年，标普500 3%的回报率仍将超过市场对通胀预期的衡量。随着美国从 Covid-19 危机中复苏，增长预期改善推高了这一指标，称为盈亏平衡通胀率。周一达到2.2%，为2014年以来的最高水平。</blockquote></p><p>The 10-year Treasury yield, in contrast, remains below market inflation forecasts over that period, and is expected to stay that way through the end of this year at least. Even higher inflation-adjusted yields may not hurt stocks, wrote Credit Suisse strategist Jonathan Golub in a Feb. 8 note, as the boost stocks get from stronger economic growth should outweigh the bond market’s relative improvement in yield.</p><p><blockquote>相比之下，10年期国债收益率在此期间仍低于市场通胀预测，预计至少到今年年底仍将如此。瑞士信贷策略师乔纳森-戈卢布（Jonathan Golub）在2月8日的一份报告中写道，即使是更高的通胀调整后收益率也可能不会伤害股市，因为经济增长强劲对股市的提振应该会超过债券市场收益率的相对改善。</blockquote></p><p>In another positive for stocks, rising yields aren’t negatively affecting large-cap U.S. companies’ balance sheets. The effective yield on the ICE BofA Corporate Index, a gauge of current borrowing costs for high-rated companies, remains at just 1.9% for a maturity of nearly 12 years. And last year’s record-setting flood of fixed-rate borrowing means that companies won’t need to refinance their debt for years.</p><p><blockquote>股市的另一个利好是，收益率上升并没有对美国大盘股公司的资产负债表产生负面影响。ICE美国银行企业指数（衡量高评级公司当前借贷成本的指标）的有效收益率在近12年的期限内仍仅为1.9%。去年创纪录的固定利率借款泛滥意味着企业在未来几年内都不需要为债务再融资。</blockquote></p><p>There is one way that rising rates are negatively affecting at least some stocks:&nbsp; Investors are less willing to wait for profit growth,Goldman Sachsstrategists wrote in a Feb. 7 note. Stocks that are sensitive to economic growth and “value” stocks that underperformed during the pandemic have outperformed since the 10-year yield climbed above 1%, they found, because investors are discounting future cash flows at a higher rate. The Russell 2000 Value ETF (IWN) has climbed 14% so far this year.</p><p><blockquote>高盛策略师在 2 月 7 日的一份报告中写道，利率上升至少对某些股票产生负面影响的方式有一种：投资者不太愿意等待利润增长。他们发现，自 10 年期国债收益率攀升至 1% 以上以来，对经济增长敏感的股票和在大流行病期间表现不佳的 “价值 ”股票表现优异，因为投资者正在以更高的速度贴现未来的现金流。Russell 2000 Value ETF (IWN) 今年迄今已上涨 14%。</blockquote></p><p></p><p>Goldman strategists wrote that a quick jump in Treasury yields would be dangerous for the stock market as a whole. But the bank estimated that real damage would require yields to rise 36 basis points in the span of a month. That looks unlikely, considering the fact that it took yields about three months to climb that far during the latest attention-grabbing move higher.</p><p><blockquote>高盛策略师写道，美国国债收益率的快速上涨对整个股市来说将是危险的。但该银行估计，真正的损害需要收益率在一个月内上升 36 个基点。考虑到收益率在最近一次引人注目的走高期间花了大约三个月的时间才攀升到那么远，这看起来不太可能。</blockquote></p><p>Of course, the rise in yields will likely require some changes in the way that money managers who allocate cash across different markets make their decisions, strategists and investors say. Hedge fund D.E. Shaw recently found that long-term bonds should serve as a betterhedge against declines in the stock marketas yields rise.</p><p><blockquote>策略师和投资者表示，当然，收益率的上升可能需要对在不同市场配置现金的基金经理做出决策的方式做出一些改变。对冲基金D.E。肖最近发现，随着收益率上升，长期债券应该更好地对冲股市下跌。</blockquote></p><p>So bonds will likely become marginally more attractive in coming months. But it isn’t clear that such a shift will be enough to undermine stocks, especially as long-term bond returns are most at risk from rising yields. So while Treasuries could provide a better alternative to stocks some day, that process could take longer than investors might think.</p><p><blockquote>因此，未来几个月债券可能会变得更有吸引力。但目前还不清楚这种转变是否足以削弱股市，尤其是在收益率上升对长期债券回报构成最大风险的情况下。因此，尽管有一天美国国债可能会提供比股票更好的替代品，但这一过程可能比投资者想象的要长。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?<blockquote>30年期国债收益率触及2%。收益率何时开始损害股市？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?<blockquote>30年期国债收益率触及2%。收益率何时开始损害股市？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-09 18:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will hurt the stock market.</p><p><blockquote>在长期国债收益率长期走高后，30 年期国债自 Covid-19 袭击以来首次攀升至 2% 以上。这让投资者询问债券收益率上升的大趋势何时会损害股市。</blockquote></p><p>The central concern is that&nbsp;once Treasury yields climb high enough&nbsp;investors will want to buy safe bonds instead of stocks or high-yield debt. But it isn’t clear when that will occur, and the 30-year bond carries&nbsp;extra risk of losses as yields keep rising. When it comes to the 10-year note, a more popular benchmark<b>,</b>Wall Street consensus is hard to find:&nbsp;Strategists’ forecasts say 10-year Treasury yields may need to rise only to 1.75%, or as high as 5%, to make them more attractive than those riskier alternatives.</p><p><blockquote>主要的担忧是，一旦美国国债收益率攀升到足够高的水平，投资者将希望购买安全的债券，而不是股票或高收益债务。但目前还不清楚何时会发生这种情况，而且随着收益率不断上升，30 年期债券存在额外的损失风险。说到 10 年期票据，这是一个更受欢迎的基准<b>,</b>华尔街的共识很难找到： 策略师的预测称，10 年期国债收益率可能只需要升至 1.75%，即高达 5%，就能使其比那些风险较高的替代品更具吸引力。</blockquote></p><p>Yields on long-term Treasuries have been rising steadily since late August, and more quickly since Nov. 9, whenPfizerand BioNTech announced an effective Covid-19 vaccine. The 30-year yield was hovering near 2% Monday after breaching that level in morning trading—up from 1.6% before the vaccine. The benchmark 10-year yield has climbed as well, rising to 1.2% Monday from 0.8% before the vaccine.</p><p><blockquote>自 8 月下旬以来，长期国债收益率一直在稳步上升，自 11 月 9 日辉瑞和 BioNTech 宣布推出有效的 Covid-19 疫苗以来，涨幅更快。30 年期国债收益率在早盘交易中突破该水平后，周一徘徊在 2% 附近，高于疫苗推出前的 1.6%。基准 10 年期国债收益率也有所攀升，从疫苗接种前的 0.8% 升至周一的 1.2%。</blockquote></p><p>Long-term yields had retreated from their morning highs by Monday afternoon amid concerns about Covid-19 vaccine distribution and the pace of global economic reopening, with the 10-year yield off one basis points (hundredth of a percentage point) and the 30-year yield down three basis points.</p><p><blockquote>由于对 Covid-19 疫苗分发和全球经济重新开放步伐的担忧，截至周一下午，长期收益率已从早间高点回落，10 年期国债收益率下跌 1 个基点（百分之一百个百分点），30 年期国债收益率下跌 3 个基点。</blockquote></p><p>But the expectation remains for yields to keep climbing over coming weeks and months. And a key question is how high yields need to be to dent stock-market returns. Several Wall Street strategists have tackled that puzzle in recent notes.</p><p><blockquote>但预计未来几周和几个月收益率将继续攀升。一个关键问题是收益率需要达到多高才能降低股市回报。几位华尔街策略师在最近的笔记中解决了这个难题。</blockquote></p><p>Almost 70% of S&amp;P 500 companies pay a higher yield than the 10-year note, wrote a team led by equity strategist Savita Subramanianin a recent note. That proportion would fall to 40% if companies keep their payouts at current levels and the Treasury yield rises to 1.75% by the end of this year, they found.</p><p><blockquote>股票策略师 Savita Subramanian 领导的团队在最近的一份报告中写道，近 70% 的标普500公司支付的收益率高于 10 年期国债。他们发现，如果公司将支出保持在当前水平，并且到今年年底国债收益率升至 1.75%，这一比例将降至 40%。</blockquote></p><p>That could start undermining the attractiveness of stocks as an income play; today the overall dividend yield on the S&amp;P 500 is 1.5%, higher than the 10-year Treasury payout. That has helped offset concerns about valuations that are higher than historical averages.</p><p><blockquote>这可能会开始削弱股票作为一种收入游戏的吸引力；如今，标普500的总体股息率为 1.5%，高于 10 年期国债派息率。这有助于抵消对估值高于历史平均水平的担忧。</blockquote></p><p>Yet the picture looks far better for stocks from a total-return perspective. The implied long-term return of the S&amp;P 500 is around 3%, the bank’s equity strategists wrote.</p><p><blockquote>然而，从总回报的角度来看，股票的情况要好得多。该银行的股票策略师写道，标普500的隐含长期回报率约为 3%。</blockquote></p><p>Wall Street strategists don’t expect the 10-year note to be able to challenge that return soon. In a January outlook piece,Bank of America’sinterest-rate strategists predicted that 3% will be the benchmark yield’s peak during this expansion, implying yields won’t reach those levels until the Fed starts raising interest rates. And according to some of the bank’s valuation models, all else equal, stocks will look cheap compared to Treasuries until yields rise to 5%.</p><p><blockquote>华尔街策略师预计 10 年期国债不会很快挑战这一回报。在 1 月份的一篇展望文章中，美国银行的利率策略师预测，3% 将是此次扩张期间基准收益率的峰值，这意味着在美联储开始加息之前，收益率不会达到这些水平。根据该银行的一些估值模型，在其他条件相同的情况下，在收益率升至 5% 之前，股票与国债相比看起来会很便宜。</blockquote></p><p>More important, a 3% return from the S&amp;P 500 will still outpace akey market gauge of inflation expectations over the next decade. That indicator, called the break-even inflation rate, has been driven higher by improving growth expectations as the U.S. recovers from the Covid-19 crisis. On Monday it hit 2.2%, the highest level since 2014.</p><p><blockquote>更重要的是，未来十年，标普500 3%的回报率仍将超过市场对通胀预期的衡量。随着美国从 Covid-19 危机中复苏，增长预期改善推高了这一指标，称为盈亏平衡通胀率。周一达到2.2%，为2014年以来的最高水平。</blockquote></p><p>The 10-year Treasury yield, in contrast, remains below market inflation forecasts over that period, and is expected to stay that way through the end of this year at least. Even higher inflation-adjusted yields may not hurt stocks, wrote Credit Suisse strategist Jonathan Golub in a Feb. 8 note, as the boost stocks get from stronger economic growth should outweigh the bond market’s relative improvement in yield.</p><p><blockquote>相比之下，10年期国债收益率在此期间仍低于市场通胀预测，预计至少到今年年底仍将如此。瑞士信贷策略师乔纳森-戈卢布（Jonathan Golub）在2月8日的一份报告中写道，即使是更高的通胀调整后收益率也可能不会伤害股市，因为经济增长强劲对股市的提振应该会超过债券市场收益率的相对改善。</blockquote></p><p>In another positive for stocks, rising yields aren’t negatively affecting large-cap U.S. companies’ balance sheets. The effective yield on the ICE BofA Corporate Index, a gauge of current borrowing costs for high-rated companies, remains at just 1.9% for a maturity of nearly 12 years. And last year’s record-setting flood of fixed-rate borrowing means that companies won’t need to refinance their debt for years.</p><p><blockquote>股市的另一个利好是，收益率上升并没有对美国大盘股公司的资产负债表产生负面影响。ICE美国银行企业指数（衡量高评级公司当前借贷成本的指标）的有效收益率在近12年的期限内仍仅为1.9%。去年创纪录的固定利率借款泛滥意味着企业在未来几年内都不需要为债务再融资。</blockquote></p><p>There is one way that rising rates are negatively affecting at least some stocks:&nbsp; Investors are less willing to wait for profit growth,Goldman Sachsstrategists wrote in a Feb. 7 note. Stocks that are sensitive to economic growth and “value” stocks that underperformed during the pandemic have outperformed since the 10-year yield climbed above 1%, they found, because investors are discounting future cash flows at a higher rate. The Russell 2000 Value ETF (IWN) has climbed 14% so far this year.</p><p><blockquote>高盛策略师在 2 月 7 日的一份报告中写道，利率上升至少对某些股票产生负面影响的方式有一种：投资者不太愿意等待利润增长。他们发现，自 10 年期国债收益率攀升至 1% 以上以来，对经济增长敏感的股票和在大流行病期间表现不佳的 “价值 ”股票表现优异，因为投资者正在以更高的速度贴现未来的现金流。Russell 2000 Value ETF (IWN) 今年迄今已上涨 14%。</blockquote></p><p></p><p>Goldman strategists wrote that a quick jump in Treasury yields would be dangerous for the stock market as a whole. But the bank estimated that real damage would require yields to rise 36 basis points in the span of a month. That looks unlikely, considering the fact that it took yields about three months to climb that far during the latest attention-grabbing move higher.</p><p><blockquote>高盛策略师写道，美国国债收益率的快速上涨对整个股市来说将是危险的。但该银行估计，真正的损害需要收益率在一个月内上升 36 个基点。考虑到收益率在最近一次引人注目的走高期间花了大约三个月的时间才攀升到那么远，这看起来不太可能。</blockquote></p><p>Of course, the rise in yields will likely require some changes in the way that money managers who allocate cash across different markets make their decisions, strategists and investors say. Hedge fund D.E. Shaw recently found that long-term bonds should serve as a betterhedge against declines in the stock marketas yields rise.</p><p><blockquote>策略师和投资者表示，当然，收益率的上升可能需要对在不同市场配置现金的基金经理做出决策的方式做出一些改变。对冲基金D.E。肖最近发现，随着收益率上升，长期债券应该更好地对冲股市下跌。</blockquote></p><p>So bonds will likely become marginally more attractive in coming months. But it isn’t clear that such a shift will be enough to undermine stocks, especially as long-term bond returns are most at risk from rising yields. So while Treasuries could provide a better alternative to stocks some day, that process could take longer than investors might think.</p><p><blockquote>因此，未来几个月债券可能会变得更有吸引力。但目前还不清楚这种转变是否足以削弱股市，尤其是在收益率上升对长期债券回报构成最大风险的情况下。因此，尽管有一天美国国债可能会提供比股票更好的替代品，但这一过程可能比投资者想象的要长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114166601","content_text":"After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will hurt the stock market.The central concern is that once Treasury yields climb high enough investors will want to buy safe bonds instead of stocks or high-yield debt. But it isn’t clear when that will occur, and the 30-year bond carries extra risk of losses as yields keep rising. When it comes to the 10-year note, a more popular benchmark,Wall Street consensus is hard to find: Strategists’ forecasts say 10-year Treasury yields may need to rise only to 1.75%, or as high as 5%, to make them more attractive than those riskier alternatives.Yields on long-term Treasuries have been rising steadily since late August, and more quickly since Nov. 9, whenPfizerand BioNTech announced an effective Covid-19 vaccine. The 30-year yield was hovering near 2% Monday after breaching that level in morning trading—up from 1.6% before the vaccine. The benchmark 10-year yield has climbed as well, rising to 1.2% Monday from 0.8% before the vaccine.Long-term yields had retreated from their morning highs by Monday afternoon amid concerns about Covid-19 vaccine distribution and the pace of global economic reopening, with the 10-year yield off one basis points (hundredth of a percentage point) and the 30-year yield down three basis points.But the expectation remains for yields to keep climbing over coming weeks and months. And a key question is how high yields need to be to dent stock-market returns. Several Wall Street strategists have tackled that puzzle in recent notes.Almost 70% of S&P 500 companies pay a higher yield than the 10-year note, wrote a team led by equity strategist Savita Subramanianin a recent note. That proportion would fall to 40% if companies keep their payouts at current levels and the Treasury yield rises to 1.75% by the end of this year, they found.That could start undermining the attractiveness of stocks as an income play; today the overall dividend yield on the S&P 500 is 1.5%, higher than the 10-year Treasury payout. That has helped offset concerns about valuations that are higher than historical averages.Yet the picture looks far better for stocks from a total-return perspective. The implied long-term return of the S&P 500 is around 3%, the bank’s equity strategists wrote.Wall Street strategists don’t expect the 10-year note to be able to challenge that return soon. In a January outlook piece,Bank of America’sinterest-rate strategists predicted that 3% will be the benchmark yield’s peak during this expansion, implying yields won’t reach those levels until the Fed starts raising interest rates. And according to some of the bank’s valuation models, all else equal, stocks will look cheap compared to Treasuries until yields rise to 5%.More important, a 3% return from the S&P 500 will still outpace akey market gauge of inflation expectations over the next decade. That indicator, called the break-even inflation rate, has been driven higher by improving growth expectations as the U.S. recovers from the Covid-19 crisis. On Monday it hit 2.2%, the highest level since 2014.The 10-year Treasury yield, in contrast, remains below market inflation forecasts over that period, and is expected to stay that way through the end of this year at least. Even higher inflation-adjusted yields may not hurt stocks, wrote Credit Suisse strategist Jonathan Golub in a Feb. 8 note, as the boost stocks get from stronger economic growth should outweigh the bond market’s relative improvement in yield.In another positive for stocks, rising yields aren’t negatively affecting large-cap U.S. companies’ balance sheets. The effective yield on the ICE BofA Corporate Index, a gauge of current borrowing costs for high-rated companies, remains at just 1.9% for a maturity of nearly 12 years. And last year’s record-setting flood of fixed-rate borrowing means that companies won’t need to refinance their debt for years.There is one way that rising rates are negatively affecting at least some stocks:  Investors are less willing to wait for profit growth,Goldman Sachsstrategists wrote in a Feb. 7 note. Stocks that are sensitive to economic growth and “value” stocks that underperformed during the pandemic have outperformed since the 10-year yield climbed above 1%, they found, because investors are discounting future cash flows at a higher rate. The Russell 2000 Value ETF (IWN) has climbed 14% so far this year.Goldman strategists wrote that a quick jump in Treasury yields would be dangerous for the stock market as a whole. But the bank estimated that real damage would require yields to rise 36 basis points in the span of a month. That looks unlikely, considering the fact that it took yields about three months to climb that far during the latest attention-grabbing move higher.Of course, the rise in yields will likely require some changes in the way that money managers who allocate cash across different markets make their decisions, strategists and investors say. Hedge fund D.E. Shaw recently found that long-term bonds should serve as a betterhedge against declines in the stock marketas yields rise.So bonds will likely become marginally more attractive in coming months. But it isn’t clear that such a shift will be enough to undermine stocks, especially as long-term bond returns are most at risk from rising yields. So while Treasuries could provide a better alternative to stocks some day, that process could take longer than investors might think.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382134894,"gmtCreate":1613381171318,"gmtModify":1634553801608,"author":{"id":"3559818694287768","authorId":"3559818694287768","name":"Onein","avatar":"https://static.tigerbbs.com/4f44222d7a58dc68aed056991c643c17","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559818694287768","authorIdStr":"3559818694287768"},"themes":[],"title":"","htmlText":"I think today is a good day","listText":"I think today is a good day","text":"I think today is a good 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17:57","market":"us","language":"en","title":"5 Stocks To Watch For March 4, 2021<blockquote>2021 年 3 月 4 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121663617","media":"Benzinga","summary":"Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86","content":"<p><div> Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell ...</p><p><blockquote><div>华尔街预计 Kroger Co KRto 季度收益为每股 0.69 美元，开盘前营收为 308.6 亿美元。克罗格股价在盘后交易中下跌 0.9%，至 32.96 美元。Marvell ……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>5 Stocks To Watch For March 4, 2021<blockquote>2021 年 3 月 4 日值得关注的 5 只股票</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\">\n5 Stocks To Watch For March 4, 2021<blockquote>2021 年 3 月 4 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-04 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell ...</p><p><blockquote><div>华尔街预计 Kroger Co KRto 季度收益为每股 0.69 美元，开盘前营收为 308.6 亿美元。克罗格股价在盘后交易中下跌 0.9%，至 32.96 美元。Marvell ……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021\">Benzinga</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":{},"source_url":"https://www.benzinga.com/news/earnings/21/03/20002528/5-stocks-to-watch-for-march-4-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121663617","content_text":"Wall Street expects Kroger Co KRto report quarterly earnings at $0.69 per share on revenue of $30.86 billion before the opening bell. Kroger shares fell 0.9% to $32.96 in after-hours trading.Marvell Technology Group Ltd. MRVLreported in-line earnings for its fourth quarter, while sales exceeded estimates. Marvell Technology shares dropped 6% to $42.81 in the after-hours trading session.Analysts are expecting Broadcom Inc AVGO to have earned $6.55 per share on revenue of $6.61 billion for the latest quarter. The company will release earnings after the markets close. Broadcom shares fell 0.1% to $462.89 in after-hours trading.Hewlett Packard Enterprise Co HPE reported better-than-expected results for its first quarter and raised its FY21 earnings forecast. Hewlett Packard Enterprise shares dropped 0.5% to $14.49 in the after-hours trading session.Analysts expect Costco Wholesale Corporation COST to post quarterly earnings at $2.45 per share on revenue of $43.78 billion. 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