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2021-12-18

Waseh

2021-08-21

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2021-08-01

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2021-06-29

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2021-06-28

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2021-06-27

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2021-06-26

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2021-06-25

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2021-06-24

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The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转--这些股票将受到影响</blockquote>

2021-06-23

K

Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>

2021-06-22

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2021-06-21

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2021-06-20

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2021-06-19

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2021-06-18

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Goldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote>

2021-06-17

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2021-06-16

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2021-06-15

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2021-06-14

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2021-06-09

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18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转--这些股票将受到影响</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<p>  <b>5 reasons the pandemic megatrend is over.</b>  One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p><p><blockquote><b>疫情大趋势结束的 5 个原因。</b>COVID-19 大流行期间最大的投资故事之一是以 “郊区避难所 ”为主题的非必需消费品股票的繁荣。从电商平台到家装卖场再到家具家居用品商家，不少顶尖表现者都符合这一口味。</blockquote></p><p> Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p><p><blockquote>以基础广泛的先锋非必需消费品指数基金 ETF VCR 为例，该基金上涨 0.66%，从 2020 年 3 月到 2021 年 3 月飙升 90% 以上。这得益于家装股 Lowe's LOW（-0.30%）和 Home Depot HD（-0.33%）等成分股，以及 TJX TJX（-0.08%）等零售商。</blockquote></p><p> Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p><p><blockquote>然而，最近，其中许多名字的表现开始落后。事实上，自 4 月 1 日以来，我们已经看到这三只股票都小幅飘红，即使标普500 SPX 指数同期上涨了约 6%，-0.11%。</blockquote></p><p> And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p><p><blockquote>有些恐惧可能只是开始。正如一位华尔街内部人士最近在接受彭博社采访时所说，包括五金店和家居用品商家在内的家居类股票即将 “大幅放松”。</blockquote></p><p> While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p><p><blockquote>虽然一些大牌 “郊区 ”行业仍相对稳定，但边缘地区已经出现了麻烦的迹象。Century Communities CCS（-0.34%）和Dream Finders Homes DFH（-2.55%）是两家中型单户住宅建筑商，其股价在过去一个月暴跌了两位数。在家具方面，家电巨头惠而浦公司WHR（-0.51%）和百货公司Nordstrom JWN（+2.03%）从春季高点大幅下跌。</blockquote></p><p> <b>Here are five big reasons why:</b></p><p><blockquote><b>以下是五个主要原因：</b></blockquote></p><p> <b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p><p><blockquote><b>1.</b> <b>升级周期结束</b></blockquote></p><p> Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p><p><blockquote>去年夏天，被困在家里的白领们注意到了逾期的项目，并利用能够轻松地与承包商会面的优势。但在很多方面，这种增长是不可持续的。</blockquote></p><p> Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p><p><blockquote>根据NPD集团的数据，考虑房主正在进行的购买类型。水龙头、橱柜甚至马桶都是2020年最受欢迎的产品。不用说，即使是最挥霍的房主也不会遵循这种每年改造厨房和浴室的升级周期。</blockquote></p><p> The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p><p><blockquote>家具和其他家居用品也是如此。互联网巨头Comscore在2020年5月创下了相关网站历史上最高的访问量，有1.33亿网民购买了某种家居用品。再说一次，新沙发或灯具不是每年都要买的——所以这种趋势似乎不可持续太久。</blockquote></p><p> <b>2.&nbsp;Valuations are stretched</b></p><p><blockquote><b>2.估值捉襟见肘</b></blockquote></p><p> Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p><p><blockquote>说到大流行后家居用品供应商的高峰，我们已经看到财务状况通过提高利润和销售额来承受这些大幅增长。然而，我们也看到许多相关商家的股价飙升得更厉害--它们的估值超出了历史常态。</blockquote></p><p> Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p><p><blockquote>以TJX为例。目前，这家折扣零售商的远期市盈率超过 26，而 2020 年春季的远期市盈率仅为 21。其历史市销率目前为 2.1，而之前为 1.4。</blockquote></p><p> What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p><p><blockquote>更重要的是，TJX 等昔日宠儿的估值也与同行不符。考虑到目前整个标普500指数的远期市盈率为 22，而其他类似的公司，如梅西百货 M, +0.70% 和 Big Lots Big, -3.71% 的远期市盈率实际上远低于 10。当然，你可以说 TJX 是独一无二的.但你可能也想知道，目前除了时尚的居家交易之外，许多其他股票的 “公允价值 ”是什么样的。</blockquote></p><p> <b>3.&nbsp;Delays and shortages</b></p><p><blockquote><b>3. 延误和短缺</b></blockquote></p><p> Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p><p><blockquote>当然，这些股票未来从疫情推动的峰值增长并非不可能。但考虑到供应链中断，这似乎不太可能。造成这些延误的原因有很多，包括海外航运延误以及影响许多行业的产能和产量紧缩，但 “宅在家里 ”的股票似乎受到的打击尤为严重。</blockquote></p><p> Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p><p><blockquote>根据全国住宅建筑商协会（National Association of Home Builders）的数据，大约 94% 的建筑商表示 “至少存在一些严重的电器短缺”。另有93%的人缺少框架木材，87%的人说很难获得门窗。</blockquote></p><p> Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p><p><blockquote>即使你能摆脱需求担忧，如果没有原材料来生产，也很难看到这一类别的未来增长。</blockquote></p><p> <b>4.&nbsp;Inflationary pressures</b></p><p><blockquote><b>4. 通货膨胀压力</b></blockquote></p><p> For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p><p><blockquote>对于那些还没有花钱买承包商，也没有接受昂贵的新家具长期延误的人来说，现在有一个相当大的阻碍因素会阻碍新购物者：通货膨胀。</blockquote></p><p></p><p> The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p><p><blockquote>以消费者价格指数衡量的生活成本在5月份上涨了0.6%，年增长率为5%。这不仅高于预期，而且是自2008年夏天以来最快的速度。通胀风险如此明显，以至于美联储公开表示可能会提前预期加息时间表，以掩盖风险。</blockquote></p><p> Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p><p><blockquote>当然，通货膨胀并不总是丧钟。但从历史上看，它已经侵蚀了购买力，并可能削减我们在过去一年左右看到的 “宅在家里 ”股票的一些支出。</blockquote></p><p> <b>5.&nbsp;Home-equity hubris</b></p><p><blockquote><b>5. 房屋净值傲慢</b></blockquote></p><p> Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p><p><blockquote>说到炙手可热的通胀：5月份，美国房屋的中位数价格有史以来首次突破35万美元，比2020年上涨了23.6%。此外，Realtor.com 的一项调查显示，大约三分之一的出售房主希望获得高于要价的价格，大约同样数量的房主希望在挂牌一周内收到报价。</blockquote></p><p> Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p><p><blockquote>其中一些是合理的。近年来，许多文章都在谈论有吸引力的市场供应短缺的问题，重要的是要承认，大流行病的远程工作确实让人们对人们为何生活在这样的地方进行了一些颠覆性的反思。</blockquote></p><p> But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p><p><blockquote>但问题就出在这里： 已经提前支付了房价预期溢价的房主。根据房地美的数据，去年美国房屋的股权贷款约为1527亿美元，比2019年大幅增长41.7%，是自2007年以来最高的再融资套现金额。</blockquote></p><p> Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p><p><blockquote>有人记得2007年房地产市场发生了什么吗？还是当时类似的卖家权利？目前还没有明显的泡沫破裂迹象，但美国房主确实有可能对自己的房屋价值过于乐观--而且这种免费的房屋净值贷款很可能根本无法持续太久。</blockquote></p><p></p>","source":"lsy1603348471595","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 ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转--这些股票将受到影响</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 ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer<blockquote>“郊区避难所”交易即将逆转--这些股票将受到影响</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-24 18:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>5 reasons the pandemic megatrend is over.</b>  One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p><p><blockquote><b>疫情大趋势结束的 5 个原因。</b>COVID-19 大流行期间最大的投资故事之一是以 “郊区避难所 ”为主题的非必需消费品股票的繁荣。从电商平台到家装卖场再到家具家居用品商家，不少顶尖表现者都符合这一口味。</blockquote></p><p> Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p><p><blockquote>以基础广泛的先锋非必需消费品指数基金 ETF VCR 为例，该基金上涨 0.66%，从 2020 年 3 月到 2021 年 3 月飙升 90% 以上。这得益于家装股 Lowe's LOW（-0.30%）和 Home Depot HD（-0.33%）等成分股，以及 TJX TJX（-0.08%）等零售商。</blockquote></p><p> Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p><p><blockquote>然而，最近，其中许多名字的表现开始落后。事实上，自 4 月 1 日以来，我们已经看到这三只股票都小幅飘红，即使标普500 SPX 指数同期上涨了约 6%，-0.11%。</blockquote></p><p> And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p><p><blockquote>有些恐惧可能只是开始。正如一位华尔街内部人士最近在接受彭博社采访时所说，包括五金店和家居用品商家在内的家居类股票即将 “大幅放松”。</blockquote></p><p> While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p><p><blockquote>虽然一些大牌 “郊区 ”行业仍相对稳定，但边缘地区已经出现了麻烦的迹象。Century Communities CCS（-0.34%）和Dream Finders Homes DFH（-2.55%）是两家中型单户住宅建筑商，其股价在过去一个月暴跌了两位数。在家具方面，家电巨头惠而浦公司WHR（-0.51%）和百货公司Nordstrom JWN（+2.03%）从春季高点大幅下跌。</blockquote></p><p> <b>Here are five big reasons why:</b></p><p><blockquote><b>以下是五个主要原因：</b></blockquote></p><p> <b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p><p><blockquote><b>1.</b> <b>升级周期结束</b></blockquote></p><p> Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p><p><blockquote>去年夏天，被困在家里的白领们注意到了逾期的项目，并利用能够轻松地与承包商会面的优势。但在很多方面，这种增长是不可持续的。</blockquote></p><p> Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p><p><blockquote>根据NPD集团的数据，考虑房主正在进行的购买类型。水龙头、橱柜甚至马桶都是2020年最受欢迎的产品。不用说，即使是最挥霍的房主也不会遵循这种每年改造厨房和浴室的升级周期。</blockquote></p><p> The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p><p><blockquote>家具和其他家居用品也是如此。互联网巨头Comscore在2020年5月创下了相关网站历史上最高的访问量，有1.33亿网民购买了某种家居用品。再说一次，新沙发或灯具不是每年都要买的——所以这种趋势似乎不可持续太久。</blockquote></p><p> <b>2.&nbsp;Valuations are stretched</b></p><p><blockquote><b>2.估值捉襟见肘</b></blockquote></p><p> Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p><p><blockquote>说到大流行后家居用品供应商的高峰，我们已经看到财务状况通过提高利润和销售额来承受这些大幅增长。然而，我们也看到许多相关商家的股价飙升得更厉害--它们的估值超出了历史常态。</blockquote></p><p> Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p><p><blockquote>以TJX为例。目前，这家折扣零售商的远期市盈率超过 26，而 2020 年春季的远期市盈率仅为 21。其历史市销率目前为 2.1，而之前为 1.4。</blockquote></p><p> What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p><p><blockquote>更重要的是，TJX 等昔日宠儿的估值也与同行不符。考虑到目前整个标普500指数的远期市盈率为 22，而其他类似的公司，如梅西百货 M, +0.70% 和 Big Lots Big, -3.71% 的远期市盈率实际上远低于 10。当然，你可以说 TJX 是独一无二的.但你可能也想知道，目前除了时尚的居家交易之外，许多其他股票的 “公允价值 ”是什么样的。</blockquote></p><p> <b>3.&nbsp;Delays and shortages</b></p><p><blockquote><b>3. 延误和短缺</b></blockquote></p><p> Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p><p><blockquote>当然，这些股票未来从疫情推动的峰值增长并非不可能。但考虑到供应链中断，这似乎不太可能。造成这些延误的原因有很多，包括海外航运延误以及影响许多行业的产能和产量紧缩，但 “宅在家里 ”的股票似乎受到的打击尤为严重。</blockquote></p><p> Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p><p><blockquote>根据全国住宅建筑商协会（National Association of Home Builders）的数据，大约 94% 的建筑商表示 “至少存在一些严重的电器短缺”。另有93%的人缺少框架木材，87%的人说很难获得门窗。</blockquote></p><p> Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p><p><blockquote>即使你能摆脱需求担忧，如果没有原材料来生产，也很难看到这一类别的未来增长。</blockquote></p><p> <b>4.&nbsp;Inflationary pressures</b></p><p><blockquote><b>4. 通货膨胀压力</b></blockquote></p><p> For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p><p><blockquote>对于那些还没有花钱买承包商，也没有接受昂贵的新家具长期延误的人来说，现在有一个相当大的阻碍因素会阻碍新购物者：通货膨胀。</blockquote></p><p></p><p> The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p><p><blockquote>以消费者价格指数衡量的生活成本在5月份上涨了0.6%，年增长率为5%。这不仅高于预期，而且是自2008年夏天以来最快的速度。通胀风险如此明显，以至于美联储公开表示可能会提前预期加息时间表，以掩盖风险。</blockquote></p><p> Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p><p><blockquote>当然，通货膨胀并不总是丧钟。但从历史上看，它已经侵蚀了购买力，并可能削减我们在过去一年左右看到的 “宅在家里 ”股票的一些支出。</blockquote></p><p> <b>5.&nbsp;Home-equity hubris</b></p><p><blockquote><b>5. 房屋净值傲慢</b></blockquote></p><p> Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p><p><blockquote>说到炙手可热的通胀：5月份，美国房屋的中位数价格有史以来首次突破35万美元，比2020年上涨了23.6%。此外，Realtor.com 的一项调查显示，大约三分之一的出售房主希望获得高于要价的价格，大约同样数量的房主希望在挂牌一周内收到报价。</blockquote></p><p> Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p><p><blockquote>其中一些是合理的。近年来，许多文章都在谈论有吸引力的市场供应短缺的问题，重要的是要承认，大流行病的远程工作确实让人们对人们为何生活在这样的地方进行了一些颠覆性的反思。</blockquote></p><p> But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p><p><blockquote>但问题就出在这里： 已经提前支付了房价预期溢价的房主。根据房地美的数据，去年美国房屋的股权贷款约为1527亿美元，比2019年大幅增长41.7%，是自2007年以来最高的再融资套现金额。</blockquote></p><p> Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p><p><blockquote>有人记得2007年房地产市场发生了什么吗？还是当时类似的卖家权利？目前还没有明显的泡沫破裂迹象，但美国房主确实有可能对自己的房屋价值过于乐观--而且这种免费的房屋净值贷款很可能根本无法持续太久。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121334784,"gmtCreate":1624453391548,"gmtModify":1631889359627,"author":{"id":"3568188499742215","authorId":"3568188499742215","name":"Derekng","avatar":"https://static.tigerbbs.com/69c847e7e2e81a75b80d5ec94a6f6ae0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568188499742215","idStr":"3568188499742215"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121334784","repostId":"1146629706","repostType":4,"repost":{"id":"1146629706","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624449285,"share":"https://www.laohunote.com/m/news/1146629706?lang=zh_CN&edition=full","pubTime":"2021-06-23 19:54","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146629706","media":"Tiger Newspress","summary":"Stock futures are bouncing between small gains and losses, indicating a quiet opening.\nBitcoin, ethe","content":"<p><ul>  <li>Stock futures are bouncing between small gains and losses, indicating a quiet opening.</li>  <li>Bitcoin, ethereum and other crypto currenciesrose Wednesday after a tumultous few daysof trading. The SEC meanwhile,delayed a decision about allowing bitcoin ETFs.</li>  <li>Crude prices hit multiyear highs on economic rebound hopes,with signs pointing to a stronger rebound in the U.S.than the rest of the world.</li>  <li>Torchlight Energy, a hot stock among the Reddit crowd, tumbled premarket, extending a 29% drop the day before.</li>  <li>GlaxoSmithKline, MicroStrategy, Shake Shack &amp; more made the biggest moves.</li> </ul> (June 23)&nbsp;U.S. equity futures were steady, while stocks were mixed Wednesday as investors assessed prospects for an economic recovery and continued policy support.</p><p><blockquote><ul><li>股票期货在小幅涨跌之间波动，预示着开盘平静。</li><li>经过几天的动荡交易后，比特币、以太币和其他加密货币周三上涨。与此同时， 美国证券交易委员会推迟了允许比特币ETF的决定。</li><li>由于经济复苏的希望，原油价格触及多年高点，有迹象表明美国的反弹比世界其他地区更强劲。</li><li>Reddit 人群中的热门股票 Torchlight Energy 盘前暴跌，延续了前一天 29% 的跌幅。</li><li>葛兰素史克、MicroStrategy、Shake Shack 等公司动作最大。</li></ul>（6月23日）美国由于投资者评估经济复苏和持续政策支持的前景，周三股市涨跌互现。</blockquote></p><p> At 7:59AM ET the Dow futures contract was up just 17 points, or 0.05%, S&amp;P 500 futures traded 0.25 points, or 0.01%, lower, and Nasdaq 100 futures climbed 4.25&nbsp;points, or 0.03%.</p><p><blockquote>美国东部时间上午 7:59，道琼斯期货合约仅上涨 17 点，即 0.05%，标普500期货下跌 0.25 点，即 0.01%，纳斯达克 100 指数期货上涨 4.25 点，即 0.03%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e352cd119b936c2cd0b2e789eff1776a\" tg-width=\"1242\" tg-height=\"469\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Contracts on all three U.S. equity benchmarks were little changed, after two days of gains for the S&amp;P 500 Index. European equities fell despite better-than-forecast outputdata, after high-flying sectors such as luxury-goods makersslidon analyst downgrades. Asian equities advanced.</p><p><blockquote>在标普500指数连续两天上涨后，所有三个美国股市基准的合约几乎没有变化。尽管产出数据好于预期，但在奢侈品制造商 SLIDON 分析师下调了高价行业的评级后，欧洲股市仍下跌。亚洲股市上涨。</blockquote></p><p> Oil climbed above $73 a barrel after data signaling another decline in U.S. crude stockpiles added to a bullish outlook.</p><p><blockquote>数据显示美国原油库存再次下降，增加了看涨前景，油价攀升至每桶 73 美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/292b831ab7a8ddca43fdc5432203af34\" tg-width=\"1200\" tg-height=\"675\"></p><p><blockquote></blockquote></p><p> Markets are steadying this week after last week’s volatility spurred by the Federal Reserve’s hawkish tilt at its meeting. Chair Jerome Powell on Tuesday said the central bank would be patient in waiting to lift borrowing costs, andreiteratedthat while price increases are bigger than expected, they will likely wane.</p><p><blockquote>在经历了上周美联储在会议上的鹰派倾向引发的波动之后，本周市场趋于稳定。美联储主席杰罗姆·鲍威尔周二表示，央行将耐心等待借贷成本的提高，并重申尽管物价上涨幅度大于预期，但可能会减弱。</blockquote></p><p> The Fed’s shift last week to acknowledge higher inflation and pull forward its rate hike projections is “a reflection of more positive longer-term dynamics,” BlackRock Investment Institute strategists led by Jean Boivin wrote in a report. “We believe the Fed’s new outlook will not translate into significantly higher policy rates any time soon. This, combined with the powerful restart, underpins our pro-risk stance.”</p><p><blockquote>以让-博伊文（Jean Boivin）为首的贝莱德投资研究所（BlackRock Investment Institute）策略师在一份报告中写道，美联储上周承认通胀上升并提前加息预测，“反映了更积极的长期动态”。“我们认为，美联储的新展望不会很快转化为大幅上调政策利率。这一点，再加上强有力的重启，巩固了我们支持风险的立场。”</blockquote></p><p> Elsewhere, commodities including copper and iron ore climbed.Bitcoinrebounded, rising past $30,000.</p><p><blockquote>在其他地方，包括铜和铁矿石在内的大宗商品价格上涨。比特币反弹，升至 30,000 美元以上。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket: GlaxoSmithKline, MicroStrategy, Shake Shack &amp; more</b></p><p><blockquote><b>盘前涨幅最大的股票：葛兰素史克、MicroStrategy、Shake Shack 等</b></blockquote></p><p> <b>1)&nbsp;GlaxoSmithKline(GSK) </b>– The drugmaker’s stock rose 3.5% in the premarket after it detailed plans to spin out its consumer health-care business into a separate company. Glaxo will eventually receive an $11 billion payment from the new company.</p><p><blockquote><b>1）葛兰素史克（GSK）</b>- 该制药商详细说明了将其消费者医疗保健业务分拆为一家独立公司的计划，其股价在盘前上涨了 3.5%。葛兰素史克最终将从新公司获得110亿美元的付款。</blockquote></p><p> <b>2)&nbsp;MicroStrategy(MSTR)</b> – MicroStrategy rallied 4.4% in premarket trading, trading in sync with the price of bitcoin. The business analytics company holds several billion dollars worth of bitcoin and took advantage of the recent price drop to buy more.</p><p><blockquote><b>2）微策略（MSTR）</b>– MicroStrategy 在盘前交易中上涨 4.4%，与比特币价格同步交易。这家商业分析公司持有价值数十亿美元的比特币，并利用最近的价格下跌购买了更多。</blockquote></p><p> <b>3)&nbsp;Shake Shack(SHAK) </b>– Shake Shack announced an expansion of its footprint in China, where it currently has 16 restaurants. It will open 10 restaurants in new territories by 2031, and plans to have a total of 79 China locations by that time. Shake Shack gained 1.5% in premarket action.</p><p><blockquote><b>3) 摇晃小屋（SHAK）</b>– Shake Shack 宣布扩大其在中国的业务，目前在中国拥有 16 家餐厅。到2031年，它将在新界开设10家餐厅，并计划届时共有79家中国分店。Shake Shack 在盘前交易中上涨 1.5%。</blockquote></p><p> <b>4)&nbsp;Winnebago(WGO) </b>– The recreational vehicle maker reported quarterly earnings of $2.16 per share, well above the consensus estimate of $1.77 a share. Revenue also topped Wall Street forecasts by doubling to record levels. Sales of towable products nearly tripled from a year earlier.</p><p><blockquote><b>4) 温尼贝戈（世界卫生组织）</b>– 这家休闲车制造商公布的季度收益为每股 2.16 美元，远高于每股 1.77 美元的市场普遍预期。收入也翻了一番，达到创纪录水平，超出了华尔街的预期。可牵引产品的销售额比去年同期增长了近两倍。</blockquote></p><p> <b>5)&nbsp;Microsoft(MSFT) </b>– Microsoft became the second company to surpass a $2 trillion market value, achieving that mark during Tuesday’s session.Apple(AAPL), currently worth $2.2 trillion, was the first.</p><p><blockquote><b>5）微软（MSFT）</b>- 微软成为第二家市值突破 2 万亿美元的公司，在周二的交易中达到了这一里程碑。苹果公司（AAPL）目前市值为 2.2 万亿美元，是第一家。</blockquote></p><p> <b>6)&nbsp;Carrier Global(CARR)</b> – Carrier shares rose 1.9% in the premarket after the stock was rated “buy” in new coverage at Deutsche Bank. The industrial equipment maker is poised to benefit from its exposure to non-residential construction as well as an increasing emphasis on indoor air quality, according to Deutsche Bank.</p><p><blockquote><b>6）全球运营商（CARR）</b>- 在德意志银行（Deutsche Bank）的最新报道中，Carrier 的股票被评为 “买入”，该股在盘前上涨了 1.9%。德意志银行表示，这家工业设备制造商有望从其对非住宅建筑的投资以及对室内空气质量的日益重视中受益。</blockquote></p><p> <b>7)&nbsp;Amazon.com(AMZN) </b>– Amazon will bethe target of a nationwide unionization effortby the Teamsters Union, which accuses the retail giant of mistreating warehouse and logistics workers. The effort was announced in a resolution presented at the union’s international convention.</p><p><blockquote><b>7）亚马逊（AMZN）</b>– 亚马逊将成为卡车司机工会在全国范围内发起工会运动的目标，该工会指责这家零售巨头虐待仓库和物流工人。在工会国际大会上提出的一项决议中宣布了这一努力。</blockquote></p><p> <b>8)&nbsp;Intel(INTC)</b> – The semiconductor maker is creating two new business units, one that will focus on software and the other on high-performance computing and graphics.</p><p><blockquote><b>8) 英特尔(INTC)</b>– 这家半导体制造商正在创建两个新的业务部门，一个专注于软件，另一个专注于高性能计算和图形。</blockquote></p><p></p><p> <b>9)&nbsp;Alphabet(GOOGL)</b> – Alphabet’s Google unit will soon face a lawsuit by a number of state attorneys general, according to a Reuters report. The suit – which could be filed as soon as next week – will accuse the company’s Google Play app store of violating antitrust law.</p><p><blockquote><b>9）Alphabet（GOOGL）</b>- 据路透社报道，Alphabet的谷歌部门很快将面临一些州总检察长的诉讼。该诉讼最早可能于下周提起，将指控该公司的 Google Play 应用商店违反反垄断法。</blockquote></p><p> <b>10)&nbsp;Xpeng(XPEV) </b>– Xpeng received permission from the Hong Kong Stock Exchange for an initial public offering there, with The Wall Street Journal reporting that the China-based electric car maker is planning to raise up to $2 billion with that offering. Xpeng is already listed in the U.S. with a market value of more than $30 billion. Xpeng jumped 3.8% in the premarket.</p><p><blockquote><b>10）小鹏汽车（XPEV）</b>– 小鹏汽车已获得香港证券交易所的首次公开募股许可，《华尔街日报》报道称，这家中国电动汽车制造商计划通过此次募股筹集高达 20 亿美元的资金。小鹏汽车已经在美国上市，市值超过300亿美元。小鹏汽车盘前上涨3.8%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-23 19:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Stock futures are bouncing between small gains and losses, indicating a quiet opening.</li>  <li>Bitcoin, ethereum and other crypto currenciesrose Wednesday after a tumultous few daysof trading. The SEC meanwhile,delayed a decision about allowing bitcoin ETFs.</li>  <li>Crude prices hit multiyear highs on economic rebound hopes,with signs pointing to a stronger rebound in the U.S.than the rest of the world.</li>  <li>Torchlight Energy, a hot stock among the Reddit crowd, tumbled premarket, extending a 29% drop the day before.</li>  <li>GlaxoSmithKline, MicroStrategy, Shake Shack &amp; more made the biggest moves.</li> </ul> (June 23)&nbsp;U.S. equity futures were steady, while stocks were mixed Wednesday as investors assessed prospects for an economic recovery and continued policy support.</p><p><blockquote><ul><li>股票期货在小幅涨跌之间波动，预示着开盘平静。</li><li>经过几天的动荡交易后，比特币、以太币和其他加密货币周三上涨。与此同时， 美国证券交易委员会推迟了允许比特币ETF的决定。</li><li>由于经济复苏的希望，原油价格触及多年高点，有迹象表明美国的反弹比世界其他地区更强劲。</li><li>Reddit 人群中的热门股票 Torchlight Energy 盘前暴跌，延续了前一天 29% 的跌幅。</li><li>葛兰素史克、MicroStrategy、Shake Shack 等公司动作最大。</li></ul>（6月23日）美国由于投资者评估经济复苏和持续政策支持的前景，周三股市涨跌互现。</blockquote></p><p> At 7:59AM ET the Dow futures contract was up just 17 points, or 0.05%, S&amp;P 500 futures traded 0.25 points, or 0.01%, lower, and Nasdaq 100 futures climbed 4.25&nbsp;points, or 0.03%.</p><p><blockquote>美国东部时间上午 7:59，道琼斯期货合约仅上涨 17 点，即 0.05%，标普500期货下跌 0.25 点，即 0.01%，纳斯达克 100 指数期货上涨 4.25 点，即 0.03%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e352cd119b936c2cd0b2e789eff1776a\" tg-width=\"1242\" tg-height=\"469\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Contracts on all three U.S. equity benchmarks were little changed, after two days of gains for the S&amp;P 500 Index. European equities fell despite better-than-forecast outputdata, after high-flying sectors such as luxury-goods makersslidon analyst downgrades. Asian equities advanced.</p><p><blockquote>在标普500指数连续两天上涨后，所有三个美国股市基准的合约几乎没有变化。尽管产出数据好于预期，但在奢侈品制造商 SLIDON 分析师下调了高价行业的评级后，欧洲股市仍下跌。亚洲股市上涨。</blockquote></p><p> Oil climbed above $73 a barrel after data signaling another decline in U.S. crude stockpiles added to a bullish outlook.</p><p><blockquote>数据显示美国原油库存再次下降，增加了看涨前景，油价攀升至每桶 73 美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/292b831ab7a8ddca43fdc5432203af34\" tg-width=\"1200\" tg-height=\"675\"></p><p><blockquote></blockquote></p><p> Markets are steadying this week after last week’s volatility spurred by the Federal Reserve’s hawkish tilt at its meeting. Chair Jerome Powell on Tuesday said the central bank would be patient in waiting to lift borrowing costs, andreiteratedthat while price increases are bigger than expected, they will likely wane.</p><p><blockquote>在经历了上周美联储在会议上的鹰派倾向引发的波动之后，本周市场趋于稳定。美联储主席杰罗姆·鲍威尔周二表示，央行将耐心等待借贷成本的提高，并重申尽管物价上涨幅度大于预期，但可能会减弱。</blockquote></p><p> The Fed’s shift last week to acknowledge higher inflation and pull forward its rate hike projections is “a reflection of more positive longer-term dynamics,” BlackRock Investment Institute strategists led by Jean Boivin wrote in a report. “We believe the Fed’s new outlook will not translate into significantly higher policy rates any time soon. This, combined with the powerful restart, underpins our pro-risk stance.”</p><p><blockquote>以让-博伊文（Jean Boivin）为首的贝莱德投资研究所（BlackRock Investment Institute）策略师在一份报告中写道，美联储上周承认通胀上升并提前加息预测，“反映了更积极的长期动态”。“我们认为，美联储的新展望不会很快转化为大幅上调政策利率。这一点，再加上强有力的重启，巩固了我们支持风险的立场。”</blockquote></p><p> Elsewhere, commodities including copper and iron ore climbed.Bitcoinrebounded, rising past $30,000.</p><p><blockquote>在其他地方，包括铜和铁矿石在内的大宗商品价格上涨。比特币反弹，升至 30,000 美元以上。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket: GlaxoSmithKline, MicroStrategy, Shake Shack &amp; more</b></p><p><blockquote><b>盘前涨幅最大的股票：葛兰素史克、MicroStrategy、Shake Shack 等</b></blockquote></p><p> <b>1)&nbsp;GlaxoSmithKline(GSK) </b>– The drugmaker’s stock rose 3.5% in the premarket after it detailed plans to spin out its consumer health-care business into a separate company. Glaxo will eventually receive an $11 billion payment from the new company.</p><p><blockquote><b>1）葛兰素史克（GSK）</b>- 该制药商详细说明了将其消费者医疗保健业务分拆为一家独立公司的计划，其股价在盘前上涨了 3.5%。葛兰素史克最终将从新公司获得110亿美元的付款。</blockquote></p><p> <b>2)&nbsp;MicroStrategy(MSTR)</b> – MicroStrategy rallied 4.4% in premarket trading, trading in sync with the price of bitcoin. The business analytics company holds several billion dollars worth of bitcoin and took advantage of the recent price drop to buy more.</p><p><blockquote><b>2）微策略（MSTR）</b>– MicroStrategy 在盘前交易中上涨 4.4%，与比特币价格同步交易。这家商业分析公司持有价值数十亿美元的比特币，并利用最近的价格下跌购买了更多。</blockquote></p><p> <b>3)&nbsp;Shake Shack(SHAK) </b>– Shake Shack announced an expansion of its footprint in China, where it currently has 16 restaurants. It will open 10 restaurants in new territories by 2031, and plans to have a total of 79 China locations by that time. Shake Shack gained 1.5% in premarket action.</p><p><blockquote><b>3) 摇晃小屋（SHAK）</b>– Shake Shack 宣布扩大其在中国的业务，目前在中国拥有 16 家餐厅。到2031年，它将在新界开设10家餐厅，并计划届时共有79家中国分店。Shake Shack 在盘前交易中上涨 1.5%。</blockquote></p><p> <b>4)&nbsp;Winnebago(WGO) </b>– The recreational vehicle maker reported quarterly earnings of $2.16 per share, well above the consensus estimate of $1.77 a share. Revenue also topped Wall Street forecasts by doubling to record levels. Sales of towable products nearly tripled from a year earlier.</p><p><blockquote><b>4) 温尼贝戈（世界卫生组织）</b>– 这家休闲车制造商公布的季度收益为每股 2.16 美元，远高于每股 1.77 美元的市场普遍预期。收入也翻了一番，达到创纪录水平，超出了华尔街的预期。可牵引产品的销售额比去年同期增长了近两倍。</blockquote></p><p> <b>5)&nbsp;Microsoft(MSFT) </b>– Microsoft became the second company to surpass a $2 trillion market value, achieving that mark during Tuesday’s session.Apple(AAPL), currently worth $2.2 trillion, was the first.</p><p><blockquote><b>5）微软（MSFT）</b>- 微软成为第二家市值突破 2 万亿美元的公司，在周二的交易中达到了这一里程碑。苹果公司（AAPL）目前市值为 2.2 万亿美元，是第一家。</blockquote></p><p> <b>6)&nbsp;Carrier Global(CARR)</b> – Carrier shares rose 1.9% in the premarket after the stock was rated “buy” in new coverage at Deutsche Bank. The industrial equipment maker is poised to benefit from its exposure to non-residential construction as well as an increasing emphasis on indoor air quality, according to Deutsche Bank.</p><p><blockquote><b>6）全球运营商（CARR）</b>- 在德意志银行（Deutsche Bank）的最新报道中，Carrier 的股票被评为 “买入”，该股在盘前上涨了 1.9%。德意志银行表示，这家工业设备制造商有望从其对非住宅建筑的投资以及对室内空气质量的日益重视中受益。</blockquote></p><p> <b>7)&nbsp;Amazon.com(AMZN) </b>– Amazon will bethe target of a nationwide unionization effortby the Teamsters Union, which accuses the retail giant of mistreating warehouse and logistics workers. The effort was announced in a resolution presented at the union’s international convention.</p><p><blockquote><b>7）亚马逊（AMZN）</b>– 亚马逊将成为卡车司机工会在全国范围内发起工会运动的目标，该工会指责这家零售巨头虐待仓库和物流工人。在工会国际大会上提出的一项决议中宣布了这一努力。</blockquote></p><p> <b>8)&nbsp;Intel(INTC)</b> – The semiconductor maker is creating two new business units, one that will focus on software and the other on high-performance computing and graphics.</p><p><blockquote><b>8) 英特尔(INTC)</b>– 这家半导体制造商正在创建两个新的业务部门，一个专注于软件，另一个专注于高性能计算和图形。</blockquote></p><p></p><p> <b>9)&nbsp;Alphabet(GOOGL)</b> – Alphabet’s Google unit will soon face a lawsuit by a number of state attorneys general, according to a Reuters report. The suit – which could be filed as soon as next week – will accuse the company’s Google Play app store of violating antitrust law.</p><p><blockquote><b>9）Alphabet（GOOGL）</b>- 据路透社报道，Alphabet的谷歌部门很快将面临一些州总检察长的诉讼。该诉讼最早可能于下周提起，将指控该公司的 Google Play 应用商店违反反垄断法。</blockquote></p><p> <b>10)&nbsp;Xpeng(XPEV) </b>– Xpeng received permission from the Hong Kong Stock Exchange for an initial public offering there, with The Wall Street Journal reporting that the China-based electric car maker is planning to raise up to $2 billion with that offering. Xpeng is already listed in the U.S. with a market value of more than $30 billion. Xpeng jumped 3.8% in the premarket.</p><p><blockquote><b>10）小鹏汽车（XPEV）</b>– 小鹏汽车已获得香港证券交易所的首次公开募股许可，《华尔街日报》报道称，这家中国电动汽车制造商计划通过此次募股筹集高达 20 亿美元的资金。小鹏汽车已经在美国上市，市值超过300亿美元。小鹏汽车盘前上涨3.8%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146629706","content_text":"Stock futures are bouncing between small gains and losses, indicating a quiet opening.\nBitcoin, ethereum and other crypto currenciesrose Wednesday after a tumultous few daysof trading. The SEC meanwhile,delayed a decision about allowing bitcoin ETFs.\nCrude prices hit multiyear highs on economic rebound hopes,with signs pointing to a stronger rebound in the U.S.than the rest of the world.\nTorchlight Energy, a hot stock among the Reddit crowd, tumbled premarket, extending a 29% drop the day before.\nGlaxoSmithKline, MicroStrategy, Shake Shack & more made the biggest moves.\n\n(June 23) U.S. equity futures were steady, while stocks were mixed Wednesday as investors assessed prospects for an economic recovery and continued policy support.\nAt 7:59AM ET the Dow futures contract was up just 17 points, or 0.05%, S&P 500 futures traded 0.25 points, or 0.01%, lower, and Nasdaq 100 futures climbed 4.25 points, or 0.03%.\n\nContracts on all three U.S. equity benchmarks were little changed, after two days of gains for the S&P 500 Index. European equities fell despite better-than-forecast outputdata, after high-flying sectors such as luxury-goods makersslidon analyst downgrades. Asian equities advanced.\nOil climbed above $73 a barrel after data signaling another decline in U.S. crude stockpiles added to a bullish outlook.\n\nMarkets are steadying this week after last week’s volatility spurred by the Federal Reserve’s hawkish tilt at its meeting. Chair Jerome Powell on Tuesday said the central bank would be patient in waiting to lift borrowing costs, andreiteratedthat while price increases are bigger than expected, they will likely wane.\nThe Fed’s shift last week to acknowledge higher inflation and pull forward its rate hike projections is “a reflection of more positive longer-term dynamics,” BlackRock Investment Institute strategists led by Jean Boivin wrote in a report. “We believe the Fed’s new outlook will not translate into significantly higher policy rates any time soon. This, combined with the powerful restart, underpins our pro-risk stance.”\nElsewhere, commodities including copper and iron ore climbed.Bitcoinrebounded, rising past $30,000.\nStocks making the biggest moves in the premarket: GlaxoSmithKline, MicroStrategy, Shake Shack & more\n1) GlaxoSmithKline(GSK) – The drugmaker’s stock rose 3.5% in the premarket after it detailed plans to spin out its consumer health-care business into a separate company. Glaxo will eventually receive an $11 billion payment from the new company.\n2) MicroStrategy(MSTR) – MicroStrategy rallied 4.4% in premarket trading, trading in sync with the price of bitcoin. The business analytics company holds several billion dollars worth of bitcoin and took advantage of the recent price drop to buy more.\n3) Shake Shack(SHAK) – Shake Shack announced an expansion of its footprint in China, where it currently has 16 restaurants. It will open 10 restaurants in new territories by 2031, and plans to have a total of 79 China locations by that time. Shake Shack gained 1.5% in premarket action.\n4) Winnebago(WGO) – The recreational vehicle maker reported quarterly earnings of $2.16 per share, well above the consensus estimate of $1.77 a share. Revenue also topped Wall Street forecasts by doubling to record levels. Sales of towable products nearly tripled from a year earlier.\n5) Microsoft(MSFT) – Microsoft became the second company to surpass a $2 trillion market value, achieving that mark during Tuesday’s session.Apple(AAPL), currently worth $2.2 trillion, was the first.\n6) Carrier Global(CARR) – Carrier shares rose 1.9% in the premarket after the stock was rated “buy” in new coverage at Deutsche Bank. The industrial equipment maker is poised to benefit from its exposure to non-residential construction as well as an increasing emphasis on indoor air quality, according to Deutsche Bank.\n7) Amazon.com(AMZN) – Amazon will bethe target of a nationwide unionization effortby the Teamsters Union, which accuses the retail giant of mistreating warehouse and logistics workers. The effort was announced in a resolution presented at the union’s international convention.\n8) Intel(INTC) – The semiconductor maker is creating two new business units, one that will focus on software and the other on high-performance computing and graphics.\n9) Alphabet(GOOGL) – Alphabet’s Google unit will soon face a lawsuit by a number of state attorneys general, according to a Reuters report. The suit – which could be filed as soon as next week – will accuse the company’s Google Play app store of violating antitrust law.\n10) Xpeng(XPEV) – Xpeng received permission from the Hong Kong Stock Exchange for an initial public offering there, with The Wall Street Journal reporting that the China-based electric car maker is planning to raise up to $2 billion with that offering. Xpeng is already listed in the U.S. with a market value of more than $30 billion. Xpeng jumped 3.8% in the premarket.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129203226,"gmtCreate":1624372615865,"gmtModify":1631889359625,"author":{"id":"3568188499742215","authorId":"3568188499742215","name":"Derekng","avatar":"https://static.tigerbbs.com/69c847e7e2e81a75b80d5ec94a6f6ae0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568188499742215","idStr":"3568188499742215"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129203226","repostId":"2145056554","repostType":4,"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167036810,"gmtCreate":1624238812930,"gmtModify":1634009111085,"author":{"id":"3568188499742215","authorId":"3568188499742215","name":"Derekng","avatar":"https://static.tigerbbs.com/69c847e7e2e81a75b80d5ec94a6f6ae0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568188499742215","idStr":"3568188499742215"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167036810","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164355177,"gmtCreate":1624174134199,"gmtModify":1634009783491,"author":{"id":"3568188499742215","authorId":"3568188499742215","name":"Derekng","avatar":"https://static.tigerbbs.com/69c847e7e2e81a75b80d5ec94a6f6ae0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568188499742215","idStr":"3568188499742215"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164355177","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165815031,"gmtCreate":1624115285523,"gmtModify":1634010572793,"author":{"id":"3568188499742215","authorId":"3568188499742215","name":"Derekng","avatar":"https://static.tigerbbs.com/69c847e7e2e81a75b80d5ec94a6f6ae0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568188499742215","idStr":"3568188499742215"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165815031","repostId":"1113942445","repostType":4,"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166544844,"gmtCreate":1624019985888,"gmtModify":1634024037657,"author":{"id":"3568188499742215","authorId":"3568188499742215","name":"Derekng","avatar":"https://static.tigerbbs.com/69c847e7e2e81a75b80d5ec94a6f6ae0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568188499742215","idStr":"3568188499742215"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/166544844","repostId":"1131081247","repostType":4,"repost":{"id":"1131081247","kind":"news","pubTimestamp":1624019171,"share":"https://www.laohunote.com/m/news/1131081247?lang=zh_CN&edition=full","pubTime":"2021-06-18 20:26","market":"fut","language":"en","title":"Goldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131081247","media":"Reuters","summary":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Fe","content":"<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.</p><p><blockquote>(路透社）--高盛（Goldman Sachs）周五表示，由于美国联邦储备委员会决定将加息预测提前至2023年，近期大宗商品价格下滑，这对投资者来说是一个买入机会。</blockquote></p><p> “The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.</p><p><blockquote>“看涨大宗商品的论点既不是关于通胀风险，也不是关于美联储的前瞻性指引。而是关于稀缺性和强劲的实物需求，”这家华尔街银行在一份报告中说。</blockquote></p><p> Physical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.</p><p><blockquote>高盛分析师写道，强劲的需求增长和缺乏弹性的供应造成的实物短缺可能会推动布伦特原油价格在第三季度平均升至 80 美元，并可能高于该水平。</blockquote></p><p> Prices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.</p><p><blockquote>由于美联储的加息前景导致美元飙升，包括石油、黄金和铜在内的大宗商品价格下跌。</blockquote></p><p> But oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.</p><p><blockquote>但油价仍接近多年高点，而黄金此后略有反弹，铜价有望创下 2020 年 3 月以来的最大单周跌幅。</blockquote></p><p> The copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.</p><p><blockquote>该银行表示，今年剩余时间和 2022 年铜市场仍处于赤字状态，并补充说，最近的下跌应被视为长期买入机会。</blockquote></p><p> A recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.</p><p><blockquote>然而，高盛警告称，不包括能源市场的大宗商品市场的复苏速度可能会慢于近期的抛售，因为天气和中国强制重新定位带来了负面的技术突破。</blockquote></p><p> Earlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.</p><p><blockquote>本月早些时候，中国国家规划师再次承诺加强对大宗商品价格的监测，并加强对现货和期货市场的监管，因为中国的生产者通胀率创下了 12 年来的新高。</blockquote></p><p> Goldman also viewed gold as under-valued relative to both real and nominal fundamentals.</p><p><blockquote>高盛还认为，相对于真实和名义基本面，黄金被低估。</blockquote></p><p> “In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”</p><p><blockquote>“事实上，黄金现在的定价是在没有任何通胀的情况下实现强劲增长的金发姑娘情景，这意味着对黄金作为防御性资产或通胀对冲资产的需求有限。”</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>Goldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</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\">\nGoldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-18 20:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.</p><p><blockquote>(路透社）--高盛（Goldman Sachs）周五表示，由于美国联邦储备委员会决定将加息预测提前至2023年，近期大宗商品价格下滑，这对投资者来说是一个买入机会。</blockquote></p><p> “The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.</p><p><blockquote>“看涨大宗商品的论点既不是关于通胀风险，也不是关于美联储的前瞻性指引。而是关于稀缺性和强劲的实物需求，”这家华尔街银行在一份报告中说。</blockquote></p><p> Physical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.</p><p><blockquote>高盛分析师写道，强劲的需求增长和缺乏弹性的供应造成的实物短缺可能会推动布伦特原油价格在第三季度平均升至 80 美元，并可能高于该水平。</blockquote></p><p> Prices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.</p><p><blockquote>由于美联储的加息前景导致美元飙升，包括石油、黄金和铜在内的大宗商品价格下跌。</blockquote></p><p> But oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.</p><p><blockquote>但油价仍接近多年高点，而黄金此后略有反弹，铜价有望创下 2020 年 3 月以来的最大单周跌幅。</blockquote></p><p> The copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.</p><p><blockquote>该银行表示，今年剩余时间和 2022 年铜市场仍处于赤字状态，并补充说，最近的下跌应被视为长期买入机会。</blockquote></p><p> A recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.</p><p><blockquote>然而，高盛警告称，不包括能源市场的大宗商品市场的复苏速度可能会慢于近期的抛售，因为天气和中国强制重新定位带来了负面的技术突破。</blockquote></p><p> Earlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.</p><p><blockquote>本月早些时候，中国国家规划师再次承诺加强对大宗商品价格的监测，并加强对现货和期货市场的监管，因为中国的生产者通胀率创下了 12 年来的新高。</blockquote></p><p> Goldman also viewed gold as under-valued relative to both real and nominal fundamentals.</p><p><blockquote>高盛还认为，相对于真实和名义基本面，黄金被低估。</blockquote></p><p> “In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”</p><p><blockquote>“事实上，黄金现在的定价是在没有任何通胀的情况下实现强劲增长的金发姑娘情景，这意味着对黄金作为防御性资产或通胀对冲资产的需求有限。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131081247","content_text":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.\n“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.\nPhysical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.\nPrices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.\nBut oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.\nThe copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.\nA recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.\nEarlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.\nGoldman also viewed gold as under-valued relative to both real and nominal fundamentals.\n“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation 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09:02","market":"us","language":"en","title":"2 Under-the-Radar Nasdaq Stocks Cathie Wood Loves Right Now<blockquote>凯西·伍德 (Cathie Wood) 现在喜欢的 2 只不为人知的纳斯达克股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103096316","media":"fool","summary":"Nasdaq Compositeis a hotbed of innovation, and the bull market in disruptive stocks in 2020 helped g","content":"<p><b>Nasdaq Composite</b>is a hotbed of innovation, and the bull market in disruptive stocks in 2020 helped give theNasdaqone of its best years ever. Recently, though, the Nasdaq's rise has taken a bit of a pause.</p><p><blockquote><b>纳斯达克复合材料</b>是创新的温床，2020 年颠覆性股票的牛市帮助纳斯达克迎来了有史以来最好的一年。不过，最近纳斯达克指数的上涨有所暂停。</blockquote></p><p>ARK Invest's CEO and chief investment officer, Cathie Wood, has gotten a lot of notoriety for her stock picking prowess over the past year, largely because she's embraced some of the best stocks on the Nasdaq.<b>Tesla</b>is the best-known of Wood's top picks, and odds are you already know as much as you want to know about the electric vehicle specialist. However, some other Nasdaq stocks aren't as familiar to ordinary investors even though they have their own opportunities to soar in the years ahead. Below, we'll look at two of the stocks you'll find prominently among ARK Invest exchange-traded fund (ETF) holdings that probably haven't made it onto your radar screen.</p><p><blockquote>ARK investment 的首席执行官兼首席投资官 Cathie Wood 在过去一年中因其选股能力而声名狼藉，这主要是因为她选择了纳斯达克上一些最好的股票。<b>特斯拉</b>是伍德最著名的首选，而且您可能已经了解了这位电动汽车专家的尽可能多的信息。然而，其他一些纳斯达克股票对普通投资者来说并不熟悉，尽管它们在未来几年有自己的飙升机会。下面，我们将看看您在 ARK Invest 交易所交易基金 (ETF) 持有中可能尚未出现在您的雷达屏幕上的两只股票。</blockquote></p><p>A play on automation</p><p><blockquote>自动化游戏</blockquote></p><p><b>Trimble</b>(NASDAQ:TRMB)isn't a new company, but it has quickly become one of Wood's favorite picks. The stock is the third-largest position in ARK Invest's<b>Autonomous Technology &amp; Robotics ETF</b>, making up more than $180 million at recent prices. That's not a huge amount by ARK's standards, but it gives the fund manager a 1% stake in Trimble.</p><p><blockquote><b>特林布尔</b>（纳斯达克股票代码：TRMB）虽然不是一家新公司，但它很快成为伍德最喜欢的选择之一。该股是 ARK Investment 的第三大头寸<b>自主技术与机器人 ETF</b>按最近的价格计算，总额超过 1.8 亿美元。按照 ARK 的标准，这并不是一笔巨款，但它让基金经理拥有 Trimble 1% 的股份。</blockquote></p><p>Founded more than 40 years ago, Trimble's software, hardware, and services are geared toward modeling, data analytics, connectivity, and positioning. Trimble serves a vast array of industries ranging from transportation and utilities to agriculture, construction, and geospacial surveys and mapping.</p><p><blockquote>Trimble成立于40多年前，其软件、硬件和服务面向建模、数据分析、连接和定位。Trimble服务于从运输和公用事业到农业、建筑以及地理空间测量和制图的众多行业。</blockquote></p><p>ARK Invest has long been afan of Trimble. In the agricultural space, Trimble's systems have allowed automated farm equipment to use global positioning system navigation to maximize planting, fertilizing, and harvesting efficiency. Trimble will likely play a role in space exploration as well, adding to its optionality.</p><p><blockquote>ARK Invest 长期以来一直是 Trimble 的粉丝。在农业领域，Trimble的系统允许自动化农业设备使用全球定位系统导航，以最大限度地提高种植、施肥和收获效率。Trimble 也可能在太空探索中发挥作用，增加其可选性。</blockquote></p><p>Trimble shares have doubled since last April, but the company has considerable growth potential. There's room for Trimble's stock to keep rising if it can keep capitalizing on opportunities in automation, and with the share price down almost 5% on Tuesday, investors would get a bit of a bargain on Trimble currently.</p><p><blockquote>Trimble 股价自去年 4 月以来已翻了一番，但该公司具有相当大的增长潜力。如果 Trimble 能够继续利用自动化领域的机会，那么其股价就有继续上涨的空间，随着周二股价下跌近 5%，投资者目前在 Trimble 上会得到一点便宜。</blockquote></p><p>A new Twist on genetics</p><p><blockquote>遗传学的新转折</blockquote></p><p>Meanwhile, ARK Invest has made an even bigger investment in genetics specialist<b>Twist Bioscience</b>(NASDAQ:TWST). The company weighs in at No. 5 among holdings of the<b>ARK Genomic Revolution Multi-Sector ETF</b>(NYSEMKT:ARKG), and the nearly $420 million ARK Invest has invested in Twist amounts to about 7% of Twist's outstanding shares. Twist's stock has been extremely volatile lately, having risen as much as eightfold from its lows last year before falling back by about a third since mid-January.</p><p><blockquote>与此同时，ARK Invest 对遗传学专家进行了更大的投资<b>扭曲生物科学</b>（纳斯达克股票代码：TWST）。本公司在持有的公司中排名第五<b>方舟基因组革命多板块 ETF</b>（NYSEMKT:ARKG），近 4.2 亿美元的 ARK Invest 已向 Twist 投资了约 7% 的 Twist 流通股。Twist 的股价最近波动极大，从去年的低点上涨了八倍，但自 1 月中旬以来又回落了约三分之一。</blockquote></p><p>Twist's business centers on DNA synthesis, with a cutting-edge genomic sequencing system that can produce viable synthetic genetic material for use in experiments at biotech and biopharmaceutical companies and research institutions. Wood has identified Twist's ability to help clinicians find signals indicating potential cancer as groundbreaking in the field, with the capacity to enable earlier detection and likely save large numbers of lives.</p><p><blockquote>Twist的业务以DNA合成为中心，拥有尖端的基因组测序系统，可以生产可行的合成遗传物质，用于生物技术和生物制药公司及研究机构的实验。Wood 认为 Twist 帮助临床医生发现潜在癌症信号的能力在该领域具有开创性意义，能够实现早期检测并可能挽救大量生命。</blockquote></p><p>At this stage, Twist is going through a pattern that's familiar to high-growth investors. In its most recent quarterly numbers,Twist reported a 64% jump in revenue, with losses narrowing from year-earlier levels. Yet the stock failed to gain ground, leading some to conclude that its recent gains precluded it from benefiting from the good news on the business fundamentals front. Shares are down another 2% on Tuesday afternoon, but that only makes the value proposition that much better for those interested in the genomics stock.</p><p><blockquote>现阶段，Twist 正在经历高增长投资者熟悉的模式。在最新的季度数据中，Twist 报告收入增长了 64%，亏损较去年同期水平有所收窄。然而，该股未能上涨，导致一些人得出结论，其最近的涨幅使其无法从商业基本面方面的好消息中受益。周二下午，股价又下跌了 2%，但对于那些对基因组学股票感兴趣的人来说，这只会让价值主张变得更好。</blockquote></p><p>Keep your eyes on Wood's buys</p><p><blockquote>密切关注伍德的购买</blockquote></p><p>Even Cathie Wood doesn't bat a thousand with her stock picks, so there's no guarantee that Twist or Trimble will keep rising. Nevertheless, these two companies have attractive businesses and have rewarded shareholders so far. That bodes well for their prospects in the near future as well.</p><p><blockquote>即使是凯西·伍德 (Cathie Wood) 的选股也没有达到 1000 美元，因此无法保证 Twist 或 Trimble 会继续上涨。尽管如此，这两家公司拥有有吸引力的业务，并且迄今为止已经回报了股东。这对他们在不久的将来的前景也是个好兆头。</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>2 Under-the-Radar Nasdaq Stocks Cathie Wood Loves Right Now<blockquote>凯西·伍德 (Cathie Wood) 现在喜欢的 2 只不为人知的纳斯达克股票</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\">\n2 Under-the-Radar Nasdaq Stocks Cathie Wood Loves Right Now<blockquote>凯西·伍德 (Cathie Wood) 现在喜欢的 2 只不为人知的纳斯达克股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-03-24 09:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Nasdaq Composite</b>is a hotbed of innovation, and the bull market in disruptive stocks in 2020 helped give theNasdaqone of its best years ever. Recently, though, the Nasdaq's rise has taken a bit of a pause.</p><p><blockquote><b>纳斯达克复合材料</b>是创新的温床，2020 年颠覆性股票的牛市帮助纳斯达克迎来了有史以来最好的一年。不过，最近纳斯达克指数的上涨有所暂停。</blockquote></p><p>ARK Invest's CEO and chief investment officer, Cathie Wood, has gotten a lot of notoriety for her stock picking prowess over the past year, largely because she's embraced some of the best stocks on the Nasdaq.<b>Tesla</b>is the best-known of Wood's top picks, and odds are you already know as much as you want to know about the electric vehicle specialist. However, some other Nasdaq stocks aren't as familiar to ordinary investors even though they have their own opportunities to soar in the years ahead. Below, we'll look at two of the stocks you'll find prominently among ARK Invest exchange-traded fund (ETF) holdings that probably haven't made it onto your radar screen.</p><p><blockquote>ARK investment 的首席执行官兼首席投资官 Cathie Wood 在过去一年中因其选股能力而声名狼藉，这主要是因为她选择了纳斯达克上一些最好的股票。<b>特斯拉</b>是伍德最著名的首选，而且您可能已经了解了这位电动汽车专家的尽可能多的信息。然而，其他一些纳斯达克股票对普通投资者来说并不熟悉，尽管它们在未来几年有自己的飙升机会。下面，我们将看看您在 ARK Invest 交易所交易基金 (ETF) 持有中可能尚未出现在您的雷达屏幕上的两只股票。</blockquote></p><p>A play on automation</p><p><blockquote>自动化游戏</blockquote></p><p><b>Trimble</b>(NASDAQ:TRMB)isn't a new company, but it has quickly become one of Wood's favorite picks. The stock is the third-largest position in ARK Invest's<b>Autonomous Technology &amp; Robotics ETF</b>, making up more than $180 million at recent prices. That's not a huge amount by ARK's standards, but it gives the fund manager a 1% stake in Trimble.</p><p><blockquote><b>特林布尔</b>（纳斯达克股票代码：TRMB）虽然不是一家新公司，但它很快成为伍德最喜欢的选择之一。该股是 ARK Investment 的第三大头寸<b>自主技术与机器人 ETF</b>按最近的价格计算，总额超过 1.8 亿美元。按照 ARK 的标准，这并不是一笔巨款，但它让基金经理拥有 Trimble 1% 的股份。</blockquote></p><p>Founded more than 40 years ago, Trimble's software, hardware, and services are geared toward modeling, data analytics, connectivity, and positioning. Trimble serves a vast array of industries ranging from transportation and utilities to agriculture, construction, and geospacial surveys and mapping.</p><p><blockquote>Trimble成立于40多年前，其软件、硬件和服务面向建模、数据分析、连接和定位。Trimble服务于从运输和公用事业到农业、建筑以及地理空间测量和制图的众多行业。</blockquote></p><p>ARK Invest has long been afan of Trimble. In the agricultural space, Trimble's systems have allowed automated farm equipment to use global positioning system navigation to maximize planting, fertilizing, and harvesting efficiency. Trimble will likely play a role in space exploration as well, adding to its optionality.</p><p><blockquote>ARK Invest 长期以来一直是 Trimble 的粉丝。在农业领域，Trimble的系统允许自动化农业设备使用全球定位系统导航，以最大限度地提高种植、施肥和收获效率。Trimble 也可能在太空探索中发挥作用，增加其可选性。</blockquote></p><p>Trimble shares have doubled since last April, but the company has considerable growth potential. There's room for Trimble's stock to keep rising if it can keep capitalizing on opportunities in automation, and with the share price down almost 5% on Tuesday, investors would get a bit of a bargain on Trimble currently.</p><p><blockquote>Trimble 股价自去年 4 月以来已翻了一番，但该公司具有相当大的增长潜力。如果 Trimble 能够继续利用自动化领域的机会，那么其股价就有继续上涨的空间，随着周二股价下跌近 5%，投资者目前在 Trimble 上会得到一点便宜。</blockquote></p><p>A new Twist on genetics</p><p><blockquote>遗传学的新转折</blockquote></p><p>Meanwhile, ARK Invest has made an even bigger investment in genetics specialist<b>Twist Bioscience</b>(NASDAQ:TWST). The company weighs in at No. 5 among holdings of the<b>ARK Genomic Revolution Multi-Sector ETF</b>(NYSEMKT:ARKG), and the nearly $420 million ARK Invest has invested in Twist amounts to about 7% of Twist's outstanding shares. Twist's stock has been extremely volatile lately, having risen as much as eightfold from its lows last year before falling back by about a third since mid-January.</p><p><blockquote>与此同时，ARK Invest 对遗传学专家进行了更大的投资<b>扭曲生物科学</b>（纳斯达克股票代码：TWST）。本公司在持有的公司中排名第五<b>方舟基因组革命多板块 ETF</b>（NYSEMKT:ARKG），近 4.2 亿美元的 ARK Invest 已向 Twist 投资了约 7% 的 Twist 流通股。Twist 的股价最近波动极大，从去年的低点上涨了八倍，但自 1 月中旬以来又回落了约三分之一。</blockquote></p><p>Twist's business centers on DNA synthesis, with a cutting-edge genomic sequencing system that can produce viable synthetic genetic material for use in experiments at biotech and biopharmaceutical companies and research institutions. Wood has identified Twist's ability to help clinicians find signals indicating potential cancer as groundbreaking in the field, with the capacity to enable earlier detection and likely save large numbers of lives.</p><p><blockquote>Twist的业务以DNA合成为中心，拥有尖端的基因组测序系统，可以生产可行的合成遗传物质，用于生物技术和生物制药公司及研究机构的实验。Wood 认为 Twist 帮助临床医生发现潜在癌症信号的能力在该领域具有开创性意义，能够实现早期检测并可能挽救大量生命。</blockquote></p><p>At this stage, Twist is going through a pattern that's familiar to high-growth investors. In its most recent quarterly numbers,Twist reported a 64% jump in revenue, with losses narrowing from year-earlier levels. Yet the stock failed to gain ground, leading some to conclude that its recent gains precluded it from benefiting from the good news on the business fundamentals front. Shares are down another 2% on Tuesday afternoon, but that only makes the value proposition that much better for those interested in the genomics stock.</p><p><blockquote>现阶段，Twist 正在经历高增长投资者熟悉的模式。在最新的季度数据中，Twist 报告收入增长了 64%，亏损较去年同期水平有所收窄。然而，该股未能上涨，导致一些人得出结论，其最近的涨幅使其无法从商业基本面方面的好消息中受益。周二下午，股价又下跌了 2%，但对于那些对基因组学股票感兴趣的人来说，这只会让价值主张变得更好。</blockquote></p><p>Keep your eyes on Wood's buys</p><p><blockquote>密切关注伍德的购买</blockquote></p><p>Even Cathie Wood doesn't bat a thousand with her stock picks, so there's no guarantee that Twist or Trimble will keep rising. Nevertheless, these two companies have attractive businesses and have rewarded shareholders so far. That bodes well for their prospects in the near future as well.</p><p><blockquote>即使是凯西·伍德 (Cathie Wood) 的选股也没有达到 1000 美元，因此无法保证 Twist 或 Trimble 会继续上涨。尽管如此，这两家公司拥有有吸引力的业务，并且迄今为止已经回报了股东。这对他们在不久的将来的前景也是个好兆头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/23/2-under-the-radar-nasdaq-stocks-cathie-wood-loves/\">fool</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.fool.com/investing/2021/03/23/2-under-the-radar-nasdaq-stocks-cathie-wood-loves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103096316","content_text":"Nasdaq Compositeis a hotbed of innovation, and the bull market in disruptive stocks in 2020 helped give theNasdaqone of its best years ever. Recently, though, the Nasdaq's rise has taken a bit of a pause.ARK Invest's CEO and chief investment officer, Cathie Wood, has gotten a lot of notoriety for her stock picking prowess over the past year, largely because she's embraced some of the best stocks on the Nasdaq.Teslais the best-known of Wood's top picks, and odds are you already know as much as you want to know about the electric vehicle specialist. However, some other Nasdaq stocks aren't as familiar to ordinary investors even though they have their own opportunities to soar in the years ahead. Below, we'll look at two of the stocks you'll find prominently among ARK Invest exchange-traded fund (ETF) holdings that probably haven't made it onto your radar screen.A play on automationTrimble(NASDAQ:TRMB)isn't a new company, but it has quickly become one of Wood's favorite picks. The stock is the third-largest position in ARK Invest'sAutonomous Technology & Robotics ETF, making up more than $180 million at recent prices. That's not a huge amount by ARK's standards, but it gives the fund manager a 1% stake in Trimble.Founded more than 40 years ago, Trimble's software, hardware, and services are geared toward modeling, data analytics, connectivity, and positioning. Trimble serves a vast array of industries ranging from transportation and utilities to agriculture, construction, and geospacial surveys and mapping.ARK Invest has long been afan of Trimble. In the agricultural space, Trimble's systems have allowed automated farm equipment to use global positioning system navigation to maximize planting, fertilizing, and harvesting efficiency. Trimble will likely play a role in space exploration as well, adding to its optionality.Trimble shares have doubled since last April, but the company has considerable growth potential. There's room for Trimble's stock to keep rising if it can keep capitalizing on opportunities in automation, and with the share price down almost 5% on Tuesday, investors would get a bit of a bargain on Trimble currently.A new Twist on geneticsMeanwhile, ARK Invest has made an even bigger investment in genetics specialistTwist Bioscience(NASDAQ:TWST). The company weighs in at No. 5 among holdings of theARK Genomic Revolution Multi-Sector ETF(NYSEMKT:ARKG), and the nearly $420 million ARK Invest has invested in Twist amounts to about 7% of Twist's outstanding shares. Twist's stock has been extremely volatile lately, having risen as much as eightfold from its lows last year before falling back by about a third since mid-January.Twist's business centers on DNA synthesis, with a cutting-edge genomic sequencing system that can produce viable synthetic genetic material for use in experiments at biotech and biopharmaceutical companies and research institutions. Wood has identified Twist's ability to help clinicians find signals indicating potential cancer as groundbreaking in the field, with the capacity to enable earlier detection and likely save large numbers of lives.At this stage, Twist is going through a pattern that's familiar to high-growth investors. In its most recent quarterly numbers,Twist reported a 64% jump in revenue, with losses narrowing from year-earlier levels. Yet the stock failed to gain ground, leading some to conclude that its recent gains precluded it from benefiting from the good news on the business fundamentals front. Shares are down another 2% on Tuesday afternoon, but that only makes the value proposition that much better for those interested in the genomics stock.Keep your eyes on Wood's buysEven Cathie Wood doesn't bat a thousand with her stock picks, so there's no guarantee that Twist or Trimble will keep rising. Nevertheless, these two companies have attractive businesses and have rewarded shareholders so far. That bodes well for their prospects in the near future as well.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}