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2021-12-23

$Tesla Motors(TSLA)$💪🏻💪🏻 Pls like and comments

2021-12-23

Cool 😎

SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</blockquote>

2021-12-16

😎

Why the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市涨势来抑制通胀</blockquote>

2021-12-08

Wow….

U.S.futures point to further gains after Wall Street rally<blockquote>华尔街反弹后美国期货有望进一步上涨</blockquote>

2021-12-06

Agree 💪🏻💪🏻

Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>

2021-11-28

Long way to go 😎😎

抱歉，原内容已删除

2021-11-27

Buy the dip 💪🏻💪🏻

抱歉，原内容已删除

2021-11-24

Buy the dip 💪🏻💪🏻

抱歉，原内容已删除

2021-11-23

AMD 💪🏻💪🏻

抱歉，原内容已删除

2021-11-22

$Tesla Motors(TSLA)$ 💎 🙌 pls like and comments 🙏🙏

2021-11-17

Buy the dip 💪🏻💪🏻

Is PLTR Stock A Buy Right Now, After Palantir's Earnings And Crypto News?<blockquote>在Palantir发布财报和加密货币新闻后，PLTR股票现在值得买入吗？</blockquote>

2021-11-16

Cool 😎

抱歉，原内容已删除

2021-11-15

$Tesla Motors(TSLA)$💎🙌 pls like and comment 🙏🙏

2021-11-14

$Airbnb, Inc.(ABNB)$💎🙌 pls like and comment 🙏🙏

2021-11-12

Cool 😎

抱歉，原内容已删除

2021-11-12

$ISDN HOLDINGS LIMITED(I07.SI)$Buy the dip 💪🏻💪🏻

2021-11-11

$DraftKings Inc.(DKNG)$Buy the dip 💪🏻💪🏻

2021-11-11

$IFAST CORPORATION LTD.(AIY.SI)$Buy the dip 💪🏻💪🏻

2021-11-11

$Tesla Motors(TSLA)$💎🙌 pls like and comments 💪🏻💪🏻

2021-11-10

$IFAST CORPORATION LTD.(AIY.SI)$Buy the dip 💪🏻💪🏻

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href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>💪🏻💪🏻 Pls like and comments&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>💪🏻💪🏻 Pls like and comments&nbsp;","text":"$Tesla Motors(TSLA)$💪🏻💪🏻 Pls like and comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691703488","isVote":1,"tweetType":1,"viewCount":3444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691700766,"gmtCreate":1640235826376,"gmtModify":1640235826707,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"Cool 😎&nbsp;","listText":"Cool 😎&nbsp;","text":"Cool 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691700766","repostId":"1108646940","repostType":2,"repost":{"id":"1108646940","kind":"news","pubTimestamp":1640227968,"share":"https://www.laohu8.com/m/news/1108646940?lang=zh_CN&edition=full","pubTime":"2021-12-23 10:52","market":"us","language":"en","title":"SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108646940","media":"InvestorPlace","summary":"SoFi's future bank charter and new platform additions will amplify growth to expand its margins in 2022.","content":"<p><div> Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it...</p><p><blockquote><div>金融科技初创公司SoFi Technologies（纳斯达克股票代码：SOFI）在与“SPAC之王”Chamath Palihapitiya的公司之一合并后于今年早些时候上市。尽管围绕SOFI股票引起了广泛关注，但它……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</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\">\nSoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-23 10:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it...</p><p><blockquote><div>金融科技初创公司SoFi Technologies（纳斯达克股票代码：SOFI）在与“SPAC之王”Chamath Palihapitiya的公司之一合并后于今年早些时候上市。尽管围绕SOFI股票引起了广泛关注，但它……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">InvestorPlace</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":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108646940","content_text":"Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it currently trades at $14.97, more than 47% lower than its 52-week high of $28.26. Regardless of the market’s concerns, SoFi has an incredible 2022 ahead which could quickly reverse its fortunes.\nDigitization has been the norm for virtually every industry, including finance. However, we’ve seen how the sector has been dominated by a handful of legacy companies who have significantly comprised customer convenience.\nSoFi Technologies attempts to break the mold by eradicating the boundaries between various financial services. In essence, it plans to become a neobank, a one-stop shop for all its customers’ financial services. The platform’s diverse ecosystem of services has resulted in spectacular user growth so far, a trend that is likely to grow much bigger in the coming years.\nSuper Growth so Far\nSoFi’s recent growth numbers are a testament to the impeccable execution of its strategy so far.Its product offerings grew 108% from the prior-year period in its third quarter. In the past few quarters, revenue growth rates have been in the triple-digit range. Moreover, member growth has also been impressive at 96% on a year-over-year basis, with a 65% sequential improvement in cross-selling.\nOn top of that, the third quarter was another profitable one for the company. It posted an adjusted EBITDA of $10.3 million due to higher revenues across all its operating segments. However, profitability was offset by increased spending.\nMuch of it is attributable to Galileo, a platform that could potentially add value to SoFi’s business in the future. Galileo’s robust infrastructure powers more than 90% of the digital banking in the United States. It has a strong moat which will enable SoFi to curb its risks and result in healthy gains for SOFI stock\nFurthermore, the management raised revenue forecasts for the full year to sweeten the report even more. They expect to finish the year with aplomb, with adjusted net revenue of $272 to $282 million. The range represents a healthy 49% to 55% increase year-over-year.\nThe Penultimate Bank Charter\nSoFi has been chasing a bank charter for a long time now, and it appears its search could be over soon. I expect it to get the green signal by the first half of next year, as Chief Executive Officer Andrew Noto remarked how the company was in the late stages of approval. It had applied for the charter in the summer of 2020, and a safe estimate for approval would be in the first and second quarters of 2022.\nIt’s important to understand how the charter would benefit the company in the long run. Loans are a critical element of the banking business, with SoFi having to underwrite its loans using third-party banks. Those banks, in turn, charge a hefty fee, which robs SoFi of bottom-line expansion. However, once it has a bank charter, things are likely to change significantly, as it would do its underwriting.\nAccording to SoFi’s management, by 2025 its EBITDA could improve by a healthy 25.5% with the charter. With stronger margins and more competitive pricing, the company can invest more in its business. Moreover, the higher margins will amplify its digital services, enabling it to solidify its position in the sector.\nBottom Line on SOFI Stock\nSoFi has been a disruptor in the fintech space and is poised to grow exponentially in the coming years. It has several growth catalysts, including its bank charter, which will significantly improve margins and cash flows in the future. On top of that, the higher margins will have a trickle-down effect on other parts of its business, enabling the company to expand its horizons even further.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690360471,"gmtCreate":1639636217691,"gmtModify":1639636217989,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"😎&nbsp;","listText":"😎&nbsp;","text":"😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690360471","repostId":"1106884978","repostType":4,"repost":{"id":"1106884978","kind":"news","pubTimestamp":1639625066,"share":"https://www.laohu8.com/m/news/1106884978?lang=zh_CN&edition=full","pubTime":"2021-12-16 11:24","market":"us","language":"en","title":"Why the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市涨势来抑制通胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106884978","media":"Barrons","summary":"Inflation will ease markedly while interest rates remain historically low and negative in real terms","content":"<p>Inflation will ease markedly while interest rates remain historically low and negative in real terms, even as the labor market returns to full employment, according to the latest economic projections from the Federal Reserve.</p><p><blockquote>根据美联储最新的经济预测，即使劳动力市场恢复充分就业，通胀也将显着缓解，而实际利率仍处于历史低位且为负。</blockquote></p><p> This would be the best of all economic possible worlds. Indeed, it is a forecast worthy of Dr. Pangloss from Voltaire’s <i>Candide</i>, who called this the best of all possible worlds—in contradiction to the reality around him.</p><p><blockquote>这将是所有可能的经济世界中最好的。的确，这是伏尔泰的庞格罗斯博士的预言<i>老实人</i>他称这是所有可能的世界中最好的——与他周围的现实相矛盾。</blockquote></p><p> In an apparent sigh of relief Wednesday, stocks reversed earlier losses following the widely anticipated announcement by the Federal Open Market Committee that it will taper its purchases of Treasury and agency mortgage securities twice as quickly as previously indicated, by a total of $60 billion per month in January.</p><p><blockquote>周三，美国联邦公开市场委员会(Federal Open Market Committee)宣布，将以之前两倍的速度缩减国债和机构抵押贷款证券的购买量，总计减少600亿美元，股市明显松了一口气。一月。</blockquote></p><p> That, in turn, would set the stage for the initial liftoff in the federal-funds target rate, from the current rock-bottom 0%-0.25%, by the spring. According to the FOMC’s “dot plot” of forecasts of committee members, their median guess is for three quarter-percentage point increases by the end of 2022, with another three hikes in 2023 and two more by the end of 2024.</p><p><blockquote>反过来，这将为联邦基金目标利率在春季从目前的谷底0%-0.25%的初步上升奠定基础。根据FOMC对委员会成员预测的“点阵图”，他们的猜测中值是到2022年底加息三个四分之一个百分点，2023年再加息三次，2024年底再加息两次。</blockquote></p><p> Conventional wisdom calls this a hawkish pivot, which it may be given that the Fed’s previous dots envisioned only a single quarter-point hike next year and maybe a couple more in 2023. But Fed Chairman Jerome Powell admitted inflation has proved anything but transitory (with the T word excised from the FOMC’s policy statement). And at his press conference, he acknowledged the labor market has made much faster progress toward the central bank’s goal of full employment than expected.</p><p><blockquote>传统观点评级认为这是一个鹰派转向，这可能是因为美联储之前的dots预计明年仅加息一次25个基点，2023年可能还会加息几次。但美联储主席杰罗姆·鲍威尔承认，事实证明，通胀绝不是暂时的（联邦公开市场委员会的政策声明中删除了T字）。在新闻发布会上，他承认劳动力市场在实现央行充分就业目标方面取得的进展比预期快得多。</blockquote></p><p> “Powell did his job to explain how the world has changed and how a lot of their forecasts were based on assumptions that have proved incorrect,” Julian Brigden, head of Macro Intelligence Partners, told <i>Barron’s</i>. “He’s now addressing inflation and a labor market that for all intents and purposes has healed.”</p><p><blockquote>Macro Intelligence Partners主管朱利安·布里格登(Julian Brigden)表示：“鲍威尔尽了自己的职责，解释了世界是如何变化的，以及他们的许多预测是如何基于被证明是不正确的假设。”<i>巴伦周刊</i>“他现在正在解决通货膨胀和劳动力市场的问题，而劳动力市场实际上已经痊愈了。”</blockquote></p><p> What the markets fail to grasp, however, is that a far greater tightening of financial conditions will be needed to bring about the descent in inflation envisioned in the Fed’s Summary of Economic Projections, Brigden added.</p><p><blockquote>然而，布里格登补充说，市场未能理解的是，要实现美联储经济预测摘要中设想的通胀下降，需要进一步收紧金融状况。</blockquote></p><p> The Fed’s preferred inflation measure, the personal consumption expenditure deflator, is expected to be cut by more than half next year, to 2.6% from the current estimate of 5.3% for 2021. From there, the PCE deflator is expected to enter a glide path to 2.3% and 2.1% in 2023 and 2024, respectively, or virtually spot on with the Fed’s long-run target of 2.0%.</p><p><blockquote>美联储首选的通胀指标个人消费支出平减指数预计明年将下调一半以上，从目前估计的2021年5.3%降至2.6%。预计PCE平减指数将在2023年和2024年分别下滑至2.3%和2.1%，几乎符合美联储2.0%的长期目标。</blockquote></p><p> Unemployment is forecast to fall from 4.3% at the end of 2021 to 3.5% in the next three years. Powell wouldn’t be pinned down about what would constitute the Fed’s goal of maximum employment, which he said at his Wednesday press conference couldn’t be captured in a single number, as with inflation.</p><p><blockquote>预计未来三年失业率将从2021年底的4.3%降至3.5%。鲍威尔不愿透露美联储最大就业目标的构成，他在周三的新闻发布会上表示，这一目标无法像通胀一样用单一数字来体现。</blockquote></p><p> Brigden says for all intents and purposes, full employment has been met. Powell himself took note of key indicators consistent with full employment, including wage growth and the quits rate. And as Joseph Carson, former chief economist of AllianceBernstein, points out in his blog, after a steep fall in the jobless rate this year, there are 11 million job openings, 4 million more than there are unemployed.</p><p><blockquote>布里格登说，从各方面来看，充分就业已经实现。鲍威尔本人注意到了与充分就业一致的关键指标，包括工资增长和辞职率。正如联博前首席经济学家约瑟夫·卡森在他的博客中指出的那样，在今年失业率急剧下降后，有1100万个职位空缺，比失业人数多400万。</blockquote></p><p> What the stock market doesn’t realize is how much financial conditions have to tighten to tamp down inflation as the Fed forecasts, Brigden says.</p><p><blockquote>布里格登表示，股市没有意识到的是，正如美联储预测的那样，金融状况必须收紧多少才能抑制通胀。</blockquote></p><p> Even with its latest pivot, monetary policy will remain accommodative. The Fed will still be expanding its balance sheet (thus adding liquidity), only more slowly. Hiking the fed-funds rate three times, to 0.75%-1%, by the end of 2022, would leave this key rate still sharply negative in real terms (that is, well below the rate of inflation), an easy policy by any criteria.</p><p><blockquote>即使有最新的转向，货币政策仍将保持宽松。美联储仍将扩大资产负债表（从而增加流动性），只是速度更慢。到2022年底，将联邦基金利率三次上调至0.75%-1%，这一关键利率按实际价值计算仍将大幅为负（即远低于通胀率），无论从任何标准来看，这都是一项轻松的政策。</blockquote></p><p> Other components of financial conditions include the dollar’s exchange rate, short-term Treasury rates, longer-term Treasury yields, corporate-credit risk spreads, and, last but not least, the equity market. A significant correction in stock prices would be consistent with the requisite tightening in financial conditions needed to slow inflation, Brigden concludes.</p><p><blockquote>金融状况的其他组成部分包括美元汇率、短期国债利率、长期国债收益率、企业信用风险利差，以及最后但并非最不重要的股票市场。布里格登总结道，股价的大幅调整将与减缓通胀所需的金融状况收紧相一致。</blockquote></p><p> The stock market’s post-Fed rally was based on the pleasant notion that the central bank would be able to achieve its objectives of bringing inflation back into line along with full employment, all while continuing easy financial conditions. In other words, the best of all possible economic and financial worlds, as seen by Dr. Pangloss.</p><p><blockquote>美联储后股市的反弹是基于一个令人愉快的想法，即央行将能够实现其目标，即让通胀回归正轨和充分就业，同时继续宽松的金融状况。换句话说，正如潘格洛斯博士所看到的，所有可能的经济和金融世界中最好的。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市涨势来抑制通胀</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Fed May Have to Kill the Stock Market’s Rally to Quash Inflation<blockquote>为什么美联储可能不得不扼杀股市涨势来抑制通胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-16 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Inflation will ease markedly while interest rates remain historically low and negative in real terms, even as the labor market returns to full employment, according to the latest economic projections from the Federal Reserve.</p><p><blockquote>根据美联储最新的经济预测，即使劳动力市场恢复充分就业，通胀也将显着缓解，而实际利率仍处于历史低位且为负。</blockquote></p><p> This would be the best of all economic possible worlds. Indeed, it is a forecast worthy of Dr. Pangloss from Voltaire’s <i>Candide</i>, who called this the best of all possible worlds—in contradiction to the reality around him.</p><p><blockquote>这将是所有可能的经济世界中最好的。的确，这是伏尔泰的庞格罗斯博士的预言<i>老实人</i>他称这是所有可能的世界中最好的——与他周围的现实相矛盾。</blockquote></p><p> In an apparent sigh of relief Wednesday, stocks reversed earlier losses following the widely anticipated announcement by the Federal Open Market Committee that it will taper its purchases of Treasury and agency mortgage securities twice as quickly as previously indicated, by a total of $60 billion per month in January.</p><p><blockquote>周三，美国联邦公开市场委员会(Federal Open Market Committee)宣布，将以之前两倍的速度缩减国债和机构抵押贷款证券的购买量，总计减少600亿美元，股市明显松了一口气。一月。</blockquote></p><p> That, in turn, would set the stage for the initial liftoff in the federal-funds target rate, from the current rock-bottom 0%-0.25%, by the spring. According to the FOMC’s “dot plot” of forecasts of committee members, their median guess is for three quarter-percentage point increases by the end of 2022, with another three hikes in 2023 and two more by the end of 2024.</p><p><blockquote>反过来，这将为联邦基金目标利率在春季从目前的谷底0%-0.25%的初步上升奠定基础。根据FOMC对委员会成员预测的“点阵图”，他们的猜测中值是到2022年底加息三个四分之一个百分点，2023年再加息三次，2024年底再加息两次。</blockquote></p><p> Conventional wisdom calls this a hawkish pivot, which it may be given that the Fed’s previous dots envisioned only a single quarter-point hike next year and maybe a couple more in 2023. But Fed Chairman Jerome Powell admitted inflation has proved anything but transitory (with the T word excised from the FOMC’s policy statement). And at his press conference, he acknowledged the labor market has made much faster progress toward the central bank’s goal of full employment than expected.</p><p><blockquote>传统观点评级认为这是一个鹰派转向，这可能是因为美联储之前的dots预计明年仅加息一次25个基点，2023年可能还会加息几次。但美联储主席杰罗姆·鲍威尔承认，事实证明，通胀绝不是暂时的（联邦公开市场委员会的政策声明中删除了T字）。在新闻发布会上，他承认劳动力市场在实现央行充分就业目标方面取得的进展比预期快得多。</blockquote></p><p> “Powell did his job to explain how the world has changed and how a lot of their forecasts were based on assumptions that have proved incorrect,” Julian Brigden, head of Macro Intelligence Partners, told <i>Barron’s</i>. “He’s now addressing inflation and a labor market that for all intents and purposes has healed.”</p><p><blockquote>Macro Intelligence Partners主管朱利安·布里格登(Julian Brigden)表示：“鲍威尔尽了自己的职责，解释了世界是如何变化的，以及他们的许多预测是如何基于被证明是不正确的假设。”<i>巴伦周刊</i>“他现在正在解决通货膨胀和劳动力市场的问题，而劳动力市场实际上已经痊愈了。”</blockquote></p><p> What the markets fail to grasp, however, is that a far greater tightening of financial conditions will be needed to bring about the descent in inflation envisioned in the Fed’s Summary of Economic Projections, Brigden added.</p><p><blockquote>然而，布里格登补充说，市场未能理解的是，要实现美联储经济预测摘要中设想的通胀下降，需要进一步收紧金融状况。</blockquote></p><p> The Fed’s preferred inflation measure, the personal consumption expenditure deflator, is expected to be cut by more than half next year, to 2.6% from the current estimate of 5.3% for 2021. From there, the PCE deflator is expected to enter a glide path to 2.3% and 2.1% in 2023 and 2024, respectively, or virtually spot on with the Fed’s long-run target of 2.0%.</p><p><blockquote>美联储首选的通胀指标个人消费支出平减指数预计明年将下调一半以上，从目前估计的2021年5.3%降至2.6%。预计PCE平减指数将在2023年和2024年分别下滑至2.3%和2.1%，几乎符合美联储2.0%的长期目标。</blockquote></p><p> Unemployment is forecast to fall from 4.3% at the end of 2021 to 3.5% in the next three years. Powell wouldn’t be pinned down about what would constitute the Fed’s goal of maximum employment, which he said at his Wednesday press conference couldn’t be captured in a single number, as with inflation.</p><p><blockquote>预计未来三年失业率将从2021年底的4.3%降至3.5%。鲍威尔不愿透露美联储最大就业目标的构成，他在周三的新闻发布会上表示，这一目标无法像通胀一样用单一数字来体现。</blockquote></p><p> Brigden says for all intents and purposes, full employment has been met. Powell himself took note of key indicators consistent with full employment, including wage growth and the quits rate. And as Joseph Carson, former chief economist of AllianceBernstein, points out in his blog, after a steep fall in the jobless rate this year, there are 11 million job openings, 4 million more than there are unemployed.</p><p><blockquote>布里格登说，从各方面来看，充分就业已经实现。鲍威尔本人注意到了与充分就业一致的关键指标，包括工资增长和辞职率。正如联博前首席经济学家约瑟夫·卡森在他的博客中指出的那样，在今年失业率急剧下降后，有1100万个职位空缺，比失业人数多400万。</blockquote></p><p> What the stock market doesn’t realize is how much financial conditions have to tighten to tamp down inflation as the Fed forecasts, Brigden says.</p><p><blockquote>布里格登表示，股市没有意识到的是，正如美联储预测的那样，金融状况必须收紧多少才能抑制通胀。</blockquote></p><p> Even with its latest pivot, monetary policy will remain accommodative. The Fed will still be expanding its balance sheet (thus adding liquidity), only more slowly. Hiking the fed-funds rate three times, to 0.75%-1%, by the end of 2022, would leave this key rate still sharply negative in real terms (that is, well below the rate of inflation), an easy policy by any criteria.</p><p><blockquote>即使有最新的转向，货币政策仍将保持宽松。美联储仍将扩大资产负债表（从而增加流动性），只是速度更慢。到2022年底，将联邦基金利率三次上调至0.75%-1%，这一关键利率按实际价值计算仍将大幅为负（即远低于通胀率），无论从任何标准来看，这都是一项轻松的政策。</blockquote></p><p> Other components of financial conditions include the dollar’s exchange rate, short-term Treasury rates, longer-term Treasury yields, corporate-credit risk spreads, and, last but not least, the equity market. A significant correction in stock prices would be consistent with the requisite tightening in financial conditions needed to slow inflation, Brigden concludes.</p><p><blockquote>金融状况的其他组成部分包括美元汇率、短期国债利率、长期国债收益率、企业信用风险利差，以及最后但并非最不重要的股票市场。布里格登总结道，股价的大幅调整将与减缓通胀所需的金融状况收紧相一致。</blockquote></p><p> The stock market’s post-Fed rally was based on the pleasant notion that the central bank would be able to achieve its objectives of bringing inflation back into line along with full employment, all while continuing easy financial conditions. In other words, the best of all possible economic and financial worlds, as seen by Dr. Pangloss.</p><p><blockquote>美联储后股市的反弹是基于一个令人愉快的想法，即央行将能够实现其目标，即让通胀回归正轨和充分就业，同时继续宽松的金融状况。换句话说，正如潘格洛斯博士所看到的，所有可能的经济和金融世界中最好的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-the-fed-may-have-to-kill-the-stock-markets-rally-to-quash-inflation-51639611968?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/why-the-fed-may-have-to-kill-the-stock-markets-rally-to-quash-inflation-51639611968?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106884978","content_text":"Inflation will ease markedly while interest rates remain historically low and negative in real terms, even as the labor market returns to full employment, according to the latest economic projections from the Federal Reserve.\nThis would be the best of all economic possible worlds. Indeed, it is a forecast worthy of Dr. Pangloss from Voltaire’s Candide, who called this the best of all possible worlds—in contradiction to the reality around him.\nIn an apparent sigh of relief Wednesday, stocks reversed earlier losses following the widely anticipated announcement by the Federal Open Market Committee that it will taper its purchases of Treasury and agency mortgage securities twice as quickly as previously indicated, by a total of $60 billion per month in January.\nThat, in turn, would set the stage for the initial liftoff in the federal-funds target rate, from the current rock-bottom 0%-0.25%, by the spring. According to the FOMC’s “dot plot” of forecasts of committee members, their median guess is for three quarter-percentage point increases by the end of 2022, with another three hikes in 2023 and two more by the end of 2024.\nConventional wisdom calls this a hawkish pivot, which it may be given that the Fed’s previous dots envisioned only a single quarter-point hike next year and maybe a couple more in 2023. But Fed Chairman Jerome Powell admitted inflation has proved anything but transitory (with the T word excised from the FOMC’s policy statement). And at his press conference, he acknowledged the labor market has made much faster progress toward the central bank’s goal of full employment than expected.\n“Powell did his job to explain how the world has changed and how a lot of their forecasts were based on assumptions that have proved incorrect,” Julian Brigden, head of Macro Intelligence Partners, told Barron’s. “He’s now addressing inflation and a labor market that for all intents and purposes has healed.”\nWhat the markets fail to grasp, however, is that a far greater tightening of financial conditions will be needed to bring about the descent in inflation envisioned in the Fed’s Summary of Economic Projections, Brigden added.\nThe Fed’s preferred inflation measure, the personal consumption expenditure deflator, is expected to be cut by more than half next year, to 2.6% from the current estimate of 5.3% for 2021. From there, the PCE deflator is expected to enter a glide path to 2.3% and 2.1% in 2023 and 2024, respectively, or virtually spot on with the Fed’s long-run target of 2.0%.\nUnemployment is forecast to fall from 4.3% at the end of 2021 to 3.5% in the next three years. Powell wouldn’t be pinned down about what would constitute the Fed’s goal of maximum employment, which he said at his Wednesday press conference couldn’t be captured in a single number, as with inflation.\nBrigden says for all intents and purposes, full employment has been met. Powell himself took note of key indicators consistent with full employment, including wage growth and the quits rate. And as Joseph Carson, former chief economist of AllianceBernstein, points out in his blog, after a steep fall in the jobless rate this year, there are 11 million job openings, 4 million more than there are unemployed.\nWhat the stock market doesn’t realize is how much financial conditions have to tighten to tamp down inflation as the Fed forecasts, Brigden says.\nEven with its latest pivot, monetary policy will remain accommodative. The Fed will still be expanding its balance sheet (thus adding liquidity), only more slowly. Hiking the fed-funds rate three times, to 0.75%-1%, by the end of 2022, would leave this key rate still sharply negative in real terms (that is, well below the rate of inflation), an easy policy by any criteria.\nOther components of financial conditions include the dollar’s exchange rate, short-term Treasury rates, longer-term Treasury yields, corporate-credit risk spreads, and, last but not least, the equity market. A significant correction in stock prices would be consistent with the requisite tightening in financial conditions needed to slow inflation, Brigden concludes.\nThe stock market’s post-Fed rally was based on the pleasant notion that the central bank would be able to achieve its objectives of bringing inflation back into line along with full employment, all while continuing easy financial conditions. In other words, the best of all possible economic and financial worlds, as seen by Dr. Pangloss.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602955084,"gmtCreate":1638962802544,"gmtModify":1638962802841,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"Wow….","listText":"Wow….","text":"Wow….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602955084","repostId":"1120200443","repostType":2,"repost":{"id":"1120200443","kind":"news","pubTimestamp":1638959489,"share":"https://www.laohu8.com/m/news/1120200443?lang=zh_CN&edition=full","pubTime":"2021-12-08 18:31","market":"us","language":"en","title":"U.S.futures point to further gains after Wall Street rally<blockquote>华尔街反弹后美国期货有望进一步上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120200443","media":"Wall Street Journal","summary":"U.S. stocks were poised for gains at the opening bell, potentially pushing the S&P 500 toward record","content":"<p>U.S. stocks were poised for gains at the opening bell, potentially pushing the S&amp;P 500 toward record territory, amid optimism that the economic impact of Omicron will be less drastic than first feared.</p><p><blockquote>由于乐观地认为Omicron对经济的影响将没有最初担心的那么严重，美国股市开盘时有望上涨，这可能会将标普500推向创纪录的水平。</blockquote></p><p> Futures the S&amp;P 500 rose 0.3% Wednesday, a day after the benchmark index posted its&nbsp;biggest one-day jump since March&nbsp;and closed just shy of an all-time high. Contracts for the Dow Jones Industrial Average edged up 0.2% and futures for the Nasdaq-100 rose 0.5%, pointing to a strong start to the session for technology stocks.</p><p><blockquote>期货标普500周三上涨0.3%，此前一天该基准指数创下3月份以来最大单日涨幅，收盘略低于历史高点。道琼斯工业平均指数合约小幅上涨0.2%，纳斯达克100指数期货上涨0.5%，表明科技股开盘强劲。</blockquote></p><p> In Hong Kong, China Evergrande shares skidded 5.4% to their lowest level since the embattled property company’s initial public offering in 2009. Evergrande&nbsp;didn’t make the payments due&nbsp;on some U.S. dollar bonds before a final deadline expired Monday, potentially setting the stage for a massive default. Hong Kong’s broader Hang Seng Index edged up less than 0.1%.</p><p><blockquote>在香港，中国恒大股价下跌5.4%，至这家陷入困境的房地产公司2009年首次公开募股以来的最低水平。恒大在周一最后期限到期前没有支付部分美元债券的到期款项，这可能为大规模违约埋下伏笔。香港整体恒生指数小幅上涨不到0.1%。</blockquote></p><p> Elsewhere, stocks have snapped back after swooning when the Omicron variant first emerged in late November. Investors have pointed to evidence that Omicron might cause less severe illness than previous variants, though scientists are still assessing its virulence and&nbsp;ability to evade vaccines.</p><p><blockquote>在其他地方，当奥密克戎变种于11月底首次出现时，股市在暴跌后已经反弹。投资者指出，有证据表明，奥密克戎病毒引起的疾病可能没有以前的变种严重，尽管科学家仍在评估其毒力和逃避疫苗的能力。</blockquote></p><p> “The markets generally—if you look back in 2021—they have looked through any of the episodes of even partial lockdowns or that kind of risk,” said Willem Sels, chief investment officer for private banking and wealth at&nbsp;HSBC.“They assume vaccines would be effective or partially effective.”</p><p><blockquote>汇丰银行私人银行和财富首席投资官威廉·塞尔斯(Willem Sels)表示：“如果你回顾2021年，市场总体上已经经历了任何甚至部分封锁或此类风险的事件。他们假设疫苗会有效或部分有效。”</blockquote></p><p> Mr. Sels expects more volatility. “I think we’re going to get a lot of flip-flopping,” he said, pointing to an&nbsp;uncertain outlook for inflation&nbsp;and the potential for mixed economic data next year.</p><p><blockquote>塞尔斯先生预计波动会更大。他表示：“我认为我们将会出现很多波动。”他指出通胀前景不确定，明年经济数据可能好坏参半。</blockquote></p><p> Global markets got another boost this week from Beijing’s moves to stimulate the slowing Chinese economy. Investors remain on edge, however, about the Federal Reserve’s plans to tighten monetary policy to tap the brakes on inflation in 2022.</p><p><blockquote>本周，北京方面刺激中国经济放缓的举措再次提振了全球市场。然而，投资者仍然对美联储在2022年收紧货币政策以抑制通胀的计划感到紧张。</blockquote></p><p> One reason why some investors expect inflation to persist is the tight labor market. More evidence of hiring difficulties is expected to emerge with the U.S. job openings and labor-turnover survey, due at 10 a.m. ET. Economists forecast that the data will show employers had more than 10 million unfilled positions in October.</p><p><blockquote>一些投资者预计通胀将持续的原因之一是劳动力市场紧张。美国东部时间上午10点进行的美国职位空缺和劳动力流动调查预计将出现更多招聘困难的证据。经济学家预测，数据将显示10月份雇主有超过1000万个职位空缺。</blockquote></p><p> In the bond market, the yield on 10-year Treasury notes slipped to 1.461% Wednesday from 1.479% Tuesday. Bond yields and prices move in opposite directions.</p><p><blockquote>债券市场方面，10年期国债收益率从周二的1.479%下滑至周三的1.461%。债券收益率和价格走势相反。</blockquote></p><p> Oil prices slipped, paring gains in a recent rally driven in part by expectations that the Organization of the Petroleum Exporting Countries and its allies could slow the pace of output growth in January. Benchmark U.S. crude futures fell 0.6% to $71.63 a barrel ahead of data on domestic oil supplies at 10:30 a.m.</p><p><blockquote>油价下滑，回吐了近期涨势中的涨幅，部分原因是市场预期石油输出国组织及其盟友可能放缓1月份的产出增长步伐。在上午10:30公布国内石油供应数据之前，美国基准原油期货下跌0.6%，至每桶71.63美元。</blockquote></p><p> European natural-gas prices rose after news reports that Nord Stream 2 could be shut down if&nbsp;Russia invades Ukraine.&nbsp;The controversial pipeline linking Russia and Germany had been expected to start operations in 2022, helping to ease Europe’s gas shortage.</p><p><blockquote>有新闻报道称，如果俄罗斯入侵乌克兰，北溪2号可能会被关闭，欧洲天然气价格上涨。这条连接俄罗斯和德国的有争议的管道预计将于2022年开始运营，有助于缓解欧洲的天然气短缺。</blockquote></p><p> International stock markets were broadly higher. The pan-continental Stoxx Europe 600 index rose 0.3%, led by shares of healthcare and financial&nbsp;services companies. German food-delivery firm&nbsp;HelloFresh&nbsp;fell more than 6% after issuing earnings guidance for 2022 that fell short of analysts’ expectations.</p><p><blockquote>国际股市普遍走高。泛大陆斯托克欧洲600指数上涨0.3%，医疗保健和金融服务公司的股票领涨。德国外卖公司HelloFresh发布的2022年盈利指引不及分析师预期，股价跌超6%。</blockquote></p><p> China’s Shanghai Composite Index rose 1.2%, Japan’s Nikkei 225 1.4% and India’s&nbsp;BSES&amp;P Sensex 1.8%.</p><p><blockquote>中国上证综合指数上涨1.2%，日本日经225指数上涨1.4%，印度BSES&amp;P Sensex指数上涨1.8%。</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>U.S.futures point to further gains after Wall Street rally<blockquote>华尔街反弹后美国期货有望进一步上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S.futures point to further gains after Wall Street rally<blockquote>华尔街反弹后美国期货有望进一步上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-08 18:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stocks were poised for gains at the opening bell, potentially pushing the S&amp;P 500 toward record territory, amid optimism that the economic impact of Omicron will be less drastic than first feared.</p><p><blockquote>由于乐观地认为Omicron对经济的影响将没有最初担心的那么严重，美国股市开盘时有望上涨，这可能会将标普500推向创纪录的水平。</blockquote></p><p> Futures the S&amp;P 500 rose 0.3% Wednesday, a day after the benchmark index posted its&nbsp;biggest one-day jump since March&nbsp;and closed just shy of an all-time high. Contracts for the Dow Jones Industrial Average edged up 0.2% and futures for the Nasdaq-100 rose 0.5%, pointing to a strong start to the session for technology stocks.</p><p><blockquote>期货标普500周三上涨0.3%，此前一天该基准指数创下3月份以来最大单日涨幅，收盘略低于历史高点。道琼斯工业平均指数合约小幅上涨0.2%，纳斯达克100指数期货上涨0.5%，表明科技股开盘强劲。</blockquote></p><p> In Hong Kong, China Evergrande shares skidded 5.4% to their lowest level since the embattled property company’s initial public offering in 2009. Evergrande&nbsp;didn’t make the payments due&nbsp;on some U.S. dollar bonds before a final deadline expired Monday, potentially setting the stage for a massive default. Hong Kong’s broader Hang Seng Index edged up less than 0.1%.</p><p><blockquote>在香港，中国恒大股价下跌5.4%，至这家陷入困境的房地产公司2009年首次公开募股以来的最低水平。恒大在周一最后期限到期前没有支付部分美元债券的到期款项，这可能为大规模违约埋下伏笔。香港整体恒生指数小幅上涨不到0.1%。</blockquote></p><p> Elsewhere, stocks have snapped back after swooning when the Omicron variant first emerged in late November. Investors have pointed to evidence that Omicron might cause less severe illness than previous variants, though scientists are still assessing its virulence and&nbsp;ability to evade vaccines.</p><p><blockquote>在其他地方，当奥密克戎变种于11月底首次出现时，股市在暴跌后已经反弹。投资者指出，有证据表明，奥密克戎病毒引起的疾病可能没有以前的变种严重，尽管科学家仍在评估其毒力和逃避疫苗的能力。</blockquote></p><p> “The markets generally—if you look back in 2021—they have looked through any of the episodes of even partial lockdowns or that kind of risk,” said Willem Sels, chief investment officer for private banking and wealth at&nbsp;HSBC.“They assume vaccines would be effective or partially effective.”</p><p><blockquote>汇丰银行私人银行和财富首席投资官威廉·塞尔斯(Willem Sels)表示：“如果你回顾2021年，市场总体上已经经历了任何甚至部分封锁或此类风险的事件。他们假设疫苗会有效或部分有效。”</blockquote></p><p> Mr. Sels expects more volatility. “I think we’re going to get a lot of flip-flopping,” he said, pointing to an&nbsp;uncertain outlook for inflation&nbsp;and the potential for mixed economic data next year.</p><p><blockquote>塞尔斯先生预计波动会更大。他表示：“我认为我们将会出现很多波动。”他指出通胀前景不确定，明年经济数据可能好坏参半。</blockquote></p><p> Global markets got another boost this week from Beijing’s moves to stimulate the slowing Chinese economy. Investors remain on edge, however, about the Federal Reserve’s plans to tighten monetary policy to tap the brakes on inflation in 2022.</p><p><blockquote>本周，北京方面刺激中国经济放缓的举措再次提振了全球市场。然而，投资者仍然对美联储在2022年收紧货币政策以抑制通胀的计划感到紧张。</blockquote></p><p> One reason why some investors expect inflation to persist is the tight labor market. More evidence of hiring difficulties is expected to emerge with the U.S. job openings and labor-turnover survey, due at 10 a.m. ET. Economists forecast that the data will show employers had more than 10 million unfilled positions in October.</p><p><blockquote>一些投资者预计通胀将持续的原因之一是劳动力市场紧张。美国东部时间上午10点进行的美国职位空缺和劳动力流动调查预计将出现更多招聘困难的证据。经济学家预测，数据将显示10月份雇主有超过1000万个职位空缺。</blockquote></p><p> In the bond market, the yield on 10-year Treasury notes slipped to 1.461% Wednesday from 1.479% Tuesday. Bond yields and prices move in opposite directions.</p><p><blockquote>债券市场方面，10年期国债收益率从周二的1.479%下滑至周三的1.461%。债券收益率和价格走势相反。</blockquote></p><p> Oil prices slipped, paring gains in a recent rally driven in part by expectations that the Organization of the Petroleum Exporting Countries and its allies could slow the pace of output growth in January. Benchmark U.S. crude futures fell 0.6% to $71.63 a barrel ahead of data on domestic oil supplies at 10:30 a.m.</p><p><blockquote>油价下滑，回吐了近期涨势中的涨幅，部分原因是市场预期石油输出国组织及其盟友可能放缓1月份的产出增长步伐。在上午10:30公布国内石油供应数据之前，美国基准原油期货下跌0.6%，至每桶71.63美元。</blockquote></p><p> European natural-gas prices rose after news reports that Nord Stream 2 could be shut down if&nbsp;Russia invades Ukraine.&nbsp;The controversial pipeline linking Russia and Germany had been expected to start operations in 2022, helping to ease Europe’s gas shortage.</p><p><blockquote>有新闻报道称，如果俄罗斯入侵乌克兰，北溪2号可能会被关闭，欧洲天然气价格上涨。这条连接俄罗斯和德国的有争议的管道预计将于2022年开始运营，有助于缓解欧洲的天然气短缺。</blockquote></p><p> International stock markets were broadly higher. The pan-continental Stoxx Europe 600 index rose 0.3%, led by shares of healthcare and financial&nbsp;services companies. German food-delivery firm&nbsp;HelloFresh&nbsp;fell more than 6% after issuing earnings guidance for 2022 that fell short of analysts’ expectations.</p><p><blockquote>国际股市普遍走高。泛大陆斯托克欧洲600指数上涨0.3%，医疗保健和金融服务公司的股票领涨。德国外卖公司HelloFresh发布的2022年盈利指引不及分析师预期，股价跌超6%。</blockquote></p><p> China’s Shanghai Composite Index rose 1.2%, Japan’s Nikkei 225 1.4% and India’s&nbsp;BSES&amp;P Sensex 1.8%.</p><p><blockquote>中国上证综合指数上涨1.2%，日本日经225指数上涨1.4%，印度BSES&amp;P Sensex指数上涨1.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-08-2021-11638953454?mod=markets_lead_pos1\">Wall Street Journal</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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-08-2021-11638953454?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120200443","content_text":"U.S. stocks were poised for gains at the opening bell, potentially pushing the S&P 500 toward record territory, amid optimism that the economic impact of Omicron will be less drastic than first feared.\nFutures the S&P 500 rose 0.3% Wednesday, a day after the benchmark index posted its biggest one-day jump since March and closed just shy of an all-time high. Contracts for the Dow Jones Industrial Average edged up 0.2% and futures for the Nasdaq-100 rose 0.5%, pointing to a strong start to the session for technology stocks.\nIn Hong Kong, China Evergrande shares skidded 5.4% to their lowest level since the embattled property company’s initial public offering in 2009. Evergrande didn’t make the payments due on some U.S. dollar bonds before a final deadline expired Monday, potentially setting the stage for a massive default. Hong Kong’s broader Hang Seng Index edged up less than 0.1%.\nElsewhere, stocks have snapped back after swooning when the Omicron variant first emerged in late November. Investors have pointed to evidence that Omicron might cause less severe illness than previous variants, though scientists are still assessing its virulence and ability to evade vaccines.\n“The markets generally—if you look back in 2021—they have looked through any of the episodes of even partial lockdowns or that kind of risk,” said Willem Sels, chief investment officer for private banking and wealth at HSBC.“They assume vaccines would be effective or partially effective.”\nMr. Sels expects more volatility. “I think we’re going to get a lot of flip-flopping,” he said, pointing to an uncertain outlook for inflation and the potential for mixed economic data next year.\nGlobal markets got another boost this week from Beijing’s moves to stimulate the slowing Chinese economy. Investors remain on edge, however, about the Federal Reserve’s plans to tighten monetary policy to tap the brakes on inflation in 2022.\nOne reason why some investors expect inflation to persist is the tight labor market. More evidence of hiring difficulties is expected to emerge with the U.S. job openings and labor-turnover survey, due at 10 a.m. ET. Economists forecast that the data will show employers had more than 10 million unfilled positions in October.\nIn the bond market, the yield on 10-year Treasury notes slipped to 1.461% Wednesday from 1.479% Tuesday. Bond yields and prices move in opposite directions.\nOil prices slipped, paring gains in a recent rally driven in part by expectations that the Organization of the Petroleum Exporting Countries and its allies could slow the pace of output growth in January. Benchmark U.S. crude futures fell 0.6% to $71.63 a barrel ahead of data on domestic oil supplies at 10:30 a.m.\nEuropean natural-gas prices rose after news reports that Nord Stream 2 could be shut down if Russia invades Ukraine. The controversial pipeline linking Russia and Germany had been expected to start operations in 2022, helping to ease Europe’s gas shortage.\nInternational stock markets were broadly higher. The pan-continental Stoxx Europe 600 index rose 0.3%, led by shares of healthcare and financial services companies. German food-delivery firm HelloFresh fell more than 6% after issuing earnings guidance for 2022 that fell short of analysts’ expectations.\nChina’s Shanghai Composite Index rose 1.2%, Japan’s Nikkei 225 1.4% and India’s BSES&P Sensex 1.8%.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608737401,"gmtCreate":1638788883519,"gmtModify":1638788884742,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"Agree 💪🏻💪🏻","listText":"Agree 💪🏻💪🏻","text":"Agree 💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608737401","repostId":"2188576930","repostType":2,"repost":{"id":"2188576930","kind":"highlight","pubTimestamp":1638774986,"share":"https://www.laohu8.com/m/news/2188576930?lang=zh_CN&edition=full","pubTime":"2021-12-06 15:16","market":"us","language":"en","title":"Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188576930","media":"MarketWatch","summary":"Corporate insiders stepped up buying considerably when the stock market weakened. Hang on to your stock-market exposure and add more if you can.The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hu","content":"<p>Corporate insiders stepped up buying considerably when the stock market weakened</p><p><blockquote>当股市疲软时，公司内部人士大幅买入</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cb7144fa943d84b96ae88faa9be5533\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch composite/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch综合/盖蒂图片社</span></p></blockquote></p><p> Hang on to your stock-market exposure and add more if you can.</p><p><blockquote>坚持你的股市敞口，如果可以的话增加更多。</blockquote></p><p> The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.</p><p><blockquote>令投资者感到恐慌的两个担忧——奥密克戎新冠疫情压力和通货膨胀——都有些过头了。随着越来越多的人意识到这一点，股市应该会走高，从而导致本月晚些时候的圣诞老人反弹。</blockquote></p><p> Corporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.</p><p><blockquote>企业内部人士印证了这一观点。他们在市场疲软时大幅增加了购买。更重要的是，他们正在购买所有合适的群体——旅游、零售、能源和材料等。随着对增长的担忧消退，这些周期性领域将表现最好，内部人士也知道这一点。我没有看到任何像消费必需品这样的防御性名称。</blockquote></p><p> There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&amp;P 500&nbsp;and the Dow Jones Industrial Average&nbsp;have hung tough, propped up by a few large names. The Russell 2000 small-cap index&nbsp;is down more than 10%, and most stocks in the more widely followed indexes like the S&amp;P 500 have also fallen more than 10% at some point recently.</p><p><blockquote>尽管标普500和道琼斯工业平均指数等较窄的指数在一些大公司的支撑下表现坚挺，但仍有很多股票便宜货，因为受到了如此大的损害。Russell 2000小盘股指数下跌超过10%，标普500等更广泛关注的指数中的大多数股票最近也在某个时候下跌超过10%。</blockquote></p><p> I’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.</p><p><blockquote>我将挑出10个受到内部人士青睐的名字，其中包括我最近在股票咨询信《重温股票》中建议的几个名字（链接在下面我的简历中）。但首先，让我们快速了解一下为什么像我这样的内部人士似乎不太担心这两种恐惧。</blockquote></p><p> <b>Omicron</b></p><p><blockquote><b>奥密克戎</b></blockquote></p><p> The concern here is that this new variant is far more contagious and deadly than the delta variant.</p><p><blockquote>这里令人担忧的是，这种新变种比德尔塔变异毒株病毒更具传染性和致命性。</blockquote></p><p> The first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.</p><p><blockquote>第一种担心可能是真的。南非的病例数急剧上升，这表明它的传染性更强。不过，就杀伤力而言，奥密克戎迄今为止似乎很温和。仍有很多东西需要学习，但这是我们不断从对COVID有丰富经验的医生和卫生当局那里得到的信息。</blockquote></p><p> “What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”</p><p><blockquote>拥有三十年经验的南非医生安吉丽克·库切(Angelique Coetzee)表示：“我们在南非临床上看到的情况，请记住，我正处于我执业的中心，对我们来说极其温和。”“这些都是轻微病例。我们没有收治任何人。我和我的其他同事谈过，他们也给出了同样的情况。”</blockquote></p><p> Hospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.</p><p><blockquote>哈佛大学流行病学副教授兼传染病动力学中心联席主任威廉·哈纳奇（William Hanage）表示同意，南非的住院人数“正在增加，但速度并不是令人难以置信的快”。美国卫生当局证实，奥密克戎病毒可能不会特别致命。美国疾病控制与预防中心和明尼苏达州卫生部都将迄今为止在美国发现的首例病例描述为轻度病例。</blockquote></p><p> if the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be <i>more contagious and less lethal</i>, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.</p><p><blockquote>如果奥密克戎变种是温和的，这并不奇怪。呼吸道病毒自然进化为<i>传染性更强，致命性更低</i>德国流行病学家卡尔·劳特巴赫教授指出。从病毒的角度来看，这是有道理的。如果病毒传播迅速并且不会杀死宿主，它的机会就会更大。</blockquote></p><p> On vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”</p><p><blockquote>关于疫苗“逃逸”或逃避，前美国食品和药物管理局局长Scott Gottlieb认为，目前的疫苗将通过抑制症状足以降低住院率来对抗奥密克戎病毒。“人们非常有信心保持功效，”他说。“会是同样的95%吗？也许不会，但你仍然会有有意义的功效。”</blockquote></p><p> He notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer&nbsp;confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”</p><p><blockquote>他指出，mRNA疫苗公司可以在几个月内调整他们的疫苗，使其变得更好。辉瑞等疫苗公司确认加强剂会起作用，并且他们将能够为奥密克戎变种定制加强剂。杰富瑞生物技术分析师Michael Yee表示：“我们认为，辉瑞也重申，目前的增强剂可能会有效。”“2022年的新版本可能会更好。”</blockquote></p><p> <b>Inflation</b></p><p><blockquote><b>通货膨胀</b></blockquote></p><p> There’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.</p><p><blockquote>有很多理由认为通胀担忧被夸大了。这里的担忧是美联储“落后于形势”，因此它将不得不大幅加息，这可能会扼杀增长和牛市。这是不会发生的。一个迹象是大宗商品价格和运输成本一直在大幅下降。这些往往是通货膨胀的前沿。</blockquote></p><p> Next, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.</p><p><blockquote>接下来，花点时间深入了解当前的通胀飙升。为此，请考虑亚特兰大联储将核心CPI指数的各个部分分为“灵活”类别（变化快）和“粘性”类别（变化慢）。目前，灵活成分占总体通胀的大部分。</blockquote></p><p></p><p> These prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.</p><p><blockquote>Leuthold Group市场策略师、经济学家吉姆·保尔森(Jim Paulsen)指出，这些价格在过去一年中上涨了约15%，而“粘性”价格的涨幅为3%。“虽然很麻烦，但核心CPI指数的整体上涨几乎完全是由于传统上价格波动较大，无论是上下波动，”他表示。这表明总体通胀率可能会逆转并从这里迅速下降。</blockquote></p><p> That’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.</p><p><blockquote>这是很多分析师和债市投资者的想法。根据亚特兰大联储追踪的预测，分析师预计未来两到十年通胀率将低于2%。保尔森指出，与此同时，债券市场投资者预计的10年期通胀率约为2.6%。不是很令人担忧。</blockquote></p><p> These projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.</p><p><blockquote>这些预测对我来说是有意义的，因为公司表示他们的供应链问题将在明年年中左右得到解决。与供应链问题相关的短缺是价格飙升的主要原因。</blockquote></p><p> Finally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.</p><p><blockquote>最后，来自Alphabet、苹果、OpenTable和运输安全管理局的移动跟踪数据显示，美国人显着减少了在公共场合外出的次数。根据我的计算，11月30日和12月1日，美国运输安全管理局的登记人数为2019年水平的79%-81%，而前10天为85%至90%。如果流动性的减少稍微减缓了经济，这将缓解人们对通胀的担忧，以及美联储过快拿走潘趣酒碗的必要性。</blockquote></p><p> <b>Insiders</b></p><p><blockquote><b>内部人士</b></blockquote></p><p> In a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.</p><p><blockquote>在2020年3月至10月COVID危机首次肆虐时的迷你回放中，内部人士再次站出来买入由新的COVID担忧造成的市场疲软。诚然，内部人士不是流行病学家。但他们也不是傻瓜。他们有良好的人脉网络，他们每天都能看到自己业务的基调。他们的购买集中在所有正确的领域，如周期性股票、零售、能源和工业，而不是防御性股票。</blockquote></p><p> Companies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom&nbsp;and American Woodmark; travel names like Delta Air Lines&nbsp;and Playa Hotels &amp; Resorts ; energy names like Exxon Mobil&nbsp;and EOG Resources; and materials names like Cleveland-Cliffs&nbsp;and Orion Engineered Carbons.</p><p><blockquote>过去几天，内部人士大量买入的公司包括户外和零售品牌六旗娱乐公司、American Eagle Outfitters、Nordstrom和American Woodmark；达美航空和普拉亚酒店及度假村等旅游公司；埃克森美孚和EOG资源等能源公司；以及克利夫兰悬崖和猎户座工程碳等材料名称。</blockquote></p><p> <b>Ho, ho, ho!</b></p><p><blockquote><b>嗬，嗬，嗬！</b></blockquote></p><p> Their buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.</p><p><blockquote>他们的购买证实了季节性和交易专家拉里·威廉姆斯的工作，他告诉我，他的工作得出的结论是，我们可以期待本月晚些时候再次出现“圣诞老人”反弹。我们会看到的，但由于两个主要的恐惧是虚假的恐惧，需要一点时间才能完全消退，这对我来说是有意义的。</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>Insider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInsider buying says a Santa Claus rally is on the way -- here are 10 stocks they favor<blockquote>内部买盘称圣诞老人反弹即将到来——以下是他们青睐的10只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-06 15:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Corporate insiders stepped up buying considerably when the stock market weakened</p><p><blockquote>当股市疲软时，公司内部人士大幅买入</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cb7144fa943d84b96ae88faa9be5533\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch composite/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch综合/盖蒂图片社</span></p></blockquote></p><p> Hang on to your stock-market exposure and add more if you can.</p><p><blockquote>坚持你的股市敞口，如果可以的话增加更多。</blockquote></p><p> The twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.</p><p><blockquote>令投资者感到恐慌的两个担忧——奥密克戎新冠疫情压力和通货膨胀——都有些过头了。随着越来越多的人意识到这一点，股市应该会走高，从而导致本月晚些时候的圣诞老人反弹。</blockquote></p><p> Corporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.</p><p><blockquote>企业内部人士印证了这一观点。他们在市场疲软时大幅增加了购买。更重要的是，他们正在购买所有合适的群体——旅游、零售、能源和材料等。随着对增长的担忧消退，这些周期性领域将表现最好，内部人士也知道这一点。我没有看到任何像消费必需品这样的防御性名称。</blockquote></p><p> There are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&amp;P 500&nbsp;and the Dow Jones Industrial Average&nbsp;have hung tough, propped up by a few large names. The Russell 2000 small-cap index&nbsp;is down more than 10%, and most stocks in the more widely followed indexes like the S&amp;P 500 have also fallen more than 10% at some point recently.</p><p><blockquote>尽管标普500和道琼斯工业平均指数等较窄的指数在一些大公司的支撑下表现坚挺，但仍有很多股票便宜货，因为受到了如此大的损害。Russell 2000小盘股指数下跌超过10%，标普500等更广泛关注的指数中的大多数股票最近也在某个时候下跌超过10%。</blockquote></p><p> I’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.</p><p><blockquote>我将挑出10个受到内部人士青睐的名字，其中包括我最近在股票咨询信《重温股票》中建议的几个名字（链接在下面我的简历中）。但首先，让我们快速了解一下为什么像我这样的内部人士似乎不太担心这两种恐惧。</blockquote></p><p> <b>Omicron</b></p><p><blockquote><b>奥密克戎</b></blockquote></p><p> The concern here is that this new variant is far more contagious and deadly than the delta variant.</p><p><blockquote>这里令人担忧的是，这种新变种比德尔塔变异毒株病毒更具传染性和致命性。</blockquote></p><p> The first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.</p><p><blockquote>第一种担心可能是真的。南非的病例数急剧上升，这表明它的传染性更强。不过，就杀伤力而言，奥密克戎迄今为止似乎很温和。仍有很多东西需要学习，但这是我们不断从对COVID有丰富经验的医生和卫生当局那里得到的信息。</blockquote></p><p> “What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”</p><p><blockquote>拥有三十年经验的南非医生安吉丽克·库切(Angelique Coetzee)表示：“我们在南非临床上看到的情况，请记住，我正处于我执业的中心，对我们来说极其温和。”“这些都是轻微病例。我们没有收治任何人。我和我的其他同事谈过，他们也给出了同样的情况。”</blockquote></p><p> Hospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.</p><p><blockquote>哈佛大学流行病学副教授兼传染病动力学中心联席主任威廉·哈纳奇（William Hanage）表示同意，南非的住院人数“正在增加，但速度并不是令人难以置信的快”。美国卫生当局证实，奥密克戎病毒可能不会特别致命。美国疾病控制与预防中心和明尼苏达州卫生部都将迄今为止在美国发现的首例病例描述为轻度病例。</blockquote></p><p> if the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be <i>more contagious and less lethal</i>, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.</p><p><blockquote>如果奥密克戎变种是温和的，这并不奇怪。呼吸道病毒自然进化为<i>传染性更强，致命性更低</i>德国流行病学家卡尔·劳特巴赫教授指出。从病毒的角度来看，这是有道理的。如果病毒传播迅速并且不会杀死宿主，它的机会就会更大。</blockquote></p><p> On vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”</p><p><blockquote>关于疫苗“逃逸”或逃避，前美国食品和药物管理局局长Scott Gottlieb认为，目前的疫苗将通过抑制症状足以降低住院率来对抗奥密克戎病毒。“人们非常有信心保持功效，”他说。“会是同样的95%吗？也许不会，但你仍然会有有意义的功效。”</blockquote></p><p> He notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer&nbsp;confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”</p><p><blockquote>他指出，mRNA疫苗公司可以在几个月内调整他们的疫苗，使其变得更好。辉瑞等疫苗公司确认加强剂会起作用，并且他们将能够为奥密克戎变种定制加强剂。杰富瑞生物技术分析师Michael Yee表示：“我们认为，辉瑞也重申，目前的增强剂可能会有效。”“2022年的新版本可能会更好。”</blockquote></p><p> <b>Inflation</b></p><p><blockquote><b>通货膨胀</b></blockquote></p><p> There’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.</p><p><blockquote>有很多理由认为通胀担忧被夸大了。这里的担忧是美联储“落后于形势”，因此它将不得不大幅加息，这可能会扼杀增长和牛市。这是不会发生的。一个迹象是大宗商品价格和运输成本一直在大幅下降。这些往往是通货膨胀的前沿。</blockquote></p><p> Next, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.</p><p><blockquote>接下来，花点时间深入了解当前的通胀飙升。为此，请考虑亚特兰大联储将核心CPI指数的各个部分分为“灵活”类别（变化快）和“粘性”类别（变化慢）。目前，灵活成分占总体通胀的大部分。</blockquote></p><p></p><p> These prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.</p><p><blockquote>Leuthold Group市场策略师、经济学家吉姆·保尔森(Jim Paulsen)指出，这些价格在过去一年中上涨了约15%，而“粘性”价格的涨幅为3%。“虽然很麻烦，但核心CPI指数的整体上涨几乎完全是由于传统上价格波动较大，无论是上下波动，”他表示。这表明总体通胀率可能会逆转并从这里迅速下降。</blockquote></p><p> That’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.</p><p><blockquote>这是很多分析师和债市投资者的想法。根据亚特兰大联储追踪的预测，分析师预计未来两到十年通胀率将低于2%。保尔森指出，与此同时，债券市场投资者预计的10年期通胀率约为2.6%。不是很令人担忧。</blockquote></p><p> These projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.</p><p><blockquote>这些预测对我来说是有意义的，因为公司表示他们的供应链问题将在明年年中左右得到解决。与供应链问题相关的短缺是价格飙升的主要原因。</blockquote></p><p> Finally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.</p><p><blockquote>最后，来自Alphabet、苹果、OpenTable和运输安全管理局的移动跟踪数据显示，美国人显着减少了在公共场合外出的次数。根据我的计算，11月30日和12月1日，美国运输安全管理局的登记人数为2019年水平的79%-81%，而前10天为85%至90%。如果流动性的减少稍微减缓了经济，这将缓解人们对通胀的担忧，以及美联储过快拿走潘趣酒碗的必要性。</blockquote></p><p> <b>Insiders</b></p><p><blockquote><b>内部人士</b></blockquote></p><p> In a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.</p><p><blockquote>在2020年3月至10月COVID危机首次肆虐时的迷你回放中，内部人士再次站出来买入由新的COVID担忧造成的市场疲软。诚然，内部人士不是流行病学家。但他们也不是傻瓜。他们有良好的人脉网络，他们每天都能看到自己业务的基调。他们的购买集中在所有正确的领域，如周期性股票、零售、能源和工业，而不是防御性股票。</blockquote></p><p> Companies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom&nbsp;and American Woodmark; travel names like Delta Air Lines&nbsp;and Playa Hotels &amp; Resorts ; energy names like Exxon Mobil&nbsp;and EOG Resources; and materials names like Cleveland-Cliffs&nbsp;and Orion Engineered Carbons.</p><p><blockquote>过去几天，内部人士大量买入的公司包括户外和零售品牌六旗娱乐公司、American Eagle Outfitters、Nordstrom和American Woodmark；达美航空和普拉亚酒店及度假村等旅游公司；埃克森美孚和EOG资源等能源公司；以及克利夫兰悬崖和猎户座工程碳等材料名称。</blockquote></p><p> <b>Ho, ho, ho!</b></p><p><blockquote><b>嗬，嗬，嗬！</b></blockquote></p><p> Their buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.</p><p><blockquote>他们的购买证实了季节性和交易专家拉里·威廉姆斯的工作，他告诉我，他的工作得出的结论是，我们可以期待本月晚些时候再次出现“圣诞老人”反弹。我们会看到的，但由于两个主要的恐惧是虚假的恐惧，需要一点时间才能完全消退，这对我来说是有意义的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLF":"克利夫兰克里夫","EOG":"依欧格资源","OEC":"Orion Engineered Carbons","XOM":"埃克森美孚","JWN":"诺德斯特龙","DAL":"达美航空","AMWD":"美国伍德马克","PLYA":"Playa Hotels & Resorts NV","SIX":"Six Flags Entertainment Corp","AEO":"美鹰服饰"},"source_url":"https://www.marketwatch.com/story/insider-buying-says-a-santa-claus-rally-is-on-the-way-here-are-10-stocks-they-favor-11638541634?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188576930","content_text":"Corporate insiders stepped up buying considerably when the stock market weakened\nMarketWatch composite/Getty Images\nHang on to your stock-market exposure and add more if you can.\nThe twin fears spooking investors – the omicron COVID strain and inflation – are overdone. Stocks should proceed higher as more people figure this out, leading to a Santa Claus rally later this month.\nCorporate insiders confirm this view. They’ve stepped up buying considerably in the market weakness. What’s more they’re buying all the right groups – travel, retail, energy and materials, among others. These are the cyclical areas that’ll do the best as worries about growth recede, and insiders know it. I don’t see any hunkering down in defensive names like consumer staples.\nThere are lots of stock bargains because there’s been so much damage, even if narrower indexes like the S&P 500 and the Dow Jones Industrial Average have hung tough, propped up by a few large names. The Russell 2000 small-cap index is down more than 10%, and most stocks in the more widely followed indexes like the S&P 500 have also fallen more than 10% at some point recently.\nI’ll single out 10 names favored by insiders, including several I’ve recently suggested in my stock advisory letter Brush Up on Stocks (the link is in my bio, below). But first, a quick look at why insiders, like me, don’t seem to be too worried about the twin fears.\nOmicron\nThe concern here is that this new variant is far more contagious and deadly than the delta variant.\nThe first fear may be true. Case counts are rising sharply in South Africa, which suggests it is more contagious. As for lethality, though, omicron seems to be mild so far. There is still a lot to learn, but this is the message we consistently get from doctors and health authorities with lots of experience with COVID.\n“What we are seeing clinically in South Africa, and remember I’m at the epicenter of this where I’m practicing, is extremely mild for us,” says Angelique Coetzee, a doctor in South Africa who has three decades of experience. “These are mild cases. We haven’t admitted anyone. I’ve spoken to other colleagues of mine and they give the same picture.”\nHospitalizations in South Africa “are ticking up but not incredibly fast,” agrees William Hanage, an associate professor of epidemiology at Harvard and co-director of its Center for Communicable Disease Dynamics. U.S. health authorities confirm omicron may not be especially lethal. Both the Centers for Disease Control and Prevention and the Minnesota Department of Health describe the first cases found in the U.S. so far as mild.\nif the omicron variant is mild, this wouldn’t be a surprise. Respiratory viruses naturally evolve to be more contagious and less lethal, notes Professor Karl Lauterbach, an epidemiologist in Germany. This makes sense from the point of view of a virus. A virus has a better chance if it spreads quickly and does not kill its host.\nOn vaccine “escape” or evasion, former Food and Drug Administration chief Scott Gottlieb thinks the current vaccines will work against omicron by suppressing symptoms enough to lower hospitalizations. “There’s a high degree of confidence that efficacy is going to be preserved,” he says. “Will it be the same 95%? Perhaps not, but you will still have a meaningful amount of efficacy.”\nHe notes the mRNA vaccine companies can tweak their vaccines to make them even better, in a matter of months. Vaccine companies like Pfizer confirm boosters will work, and that they’ll be able to customize them for the omicron variant. “In our view and reiterated by Pfizer, the current booster will likely be effective,” says Jefferies biotech analyst Michael Yee. “A new version for 2022 can be even better.”\nInflation\nThere’s are lots of reasons to think inflation fears are overblown. The worry here is that the Federal Reserve is “behind the curve” so it will have to hike rates aggressively, which might kill growth and the bull market. This isn’t going to happen. One sign is that commodity prices and shipping costs have been falling sharply. These are often the leading edge of inflation.\nNext, take a moment to drill down on the current inflation spike. To do so, consider the Atlanta Federal Reserve’s breakdown of the parts of the Core CPI Index into “flexible” categories (quick to change) and “sticky” categories (slow to change). Right now, the flexible components account for most of the headline inflation.\nThese prices are up around 15% in the past year, compared to 3% gains for the “sticky” prices, points out economist Jim Paulsen, the market strategist at Leuthold Group. “While troublesome, the Core CPI Index’s overall rise is due almost entirely to prices that traditionally move around a lot, both up and down,” he says. This suggests the headline inflation rate can reverse and move down quickly from here.\nThat’s what a lot of analysts and bond market investors think. Analysts expect inflation of less than 2% over the next two to 10 years, according to projections tracked by the Atlanta Fed. Meanwhile, the 10-year inflation rate projected by investors in the bond market stands at around 2.6%, notes Paulsen. Not terribly alarming.\nThese projections make sense to me, because companies say their supply chain issues will be fixed by around the middle of next year. Shortages linked to supply chain issues have been a main contributor to price spikes.\nFinally, mobility tracking data from Alphabet,Apple,OpenTable and the Transportation Security Administration show that people in the U.S. have significantly curtailed how much they go out in public. On Nov. 30 and Dec. 1, TSA check-ins were 79%-81% of 2019 levels, compared to 85% to 90% in the prior 10 days, by my calculations. If this reduced mobility slows the economy a little, it will ease fears about inflation and the need for the Fed taking away the punch bowl too quickly.\nInsiders\nIn a mini-replay of March-October of 2020 when the COVID crisis first raged, insiders have once again stepped up to buy market weakness caused by fresh COVID fears. True, insiders are not epidemiologists. But they are not dummies either. They have good networks of contacts and they see the tone of their businesses every day. Their buying is focused on all the right areas like cyclicals, retail, energy and industrials, not defensive names.\nCompanies where insiders have been buying meaningful amounts over the past several days include outdoor and retail names Six Flags Entertainment,American Eagle Outfitters,Nordstrom and American Woodmark; travel names like Delta Air Lines and Playa Hotels & Resorts ; energy names like Exxon Mobil and EOG Resources; and materials names like Cleveland-Cliffs and Orion Engineered Carbons.\nHo, ho, ho!\nTheir buying confirms work by seasonality and trading expert Larry Williams who tells me his work concludes we can expect a “Santa Claus” rally once again, later this month. We’ll see, but since the two main fears are false fears that will till take a little time to more fully recede, this makes sense to me.","news_type":1,"symbols_score_info":{"EOG":0.9,"AEO":0.9,"DAL":0.9,"SIX":0.9,"JWN":0.9,"OEC":0.9,"CLF":0.9,"AMWD":0.9,"PLYA":0.9,"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600301091,"gmtCreate":1638062487373,"gmtModify":1638062487518,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"Long way to go 😎😎","listText":"Long way to go 😎😎","text":"Long way to go 😎😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600301091","repostId":"2186323399","repostType":4,"isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877726756,"gmtCreate":1637987605770,"gmtModify":1637987621399,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"Buy the dip 💪🏻💪🏻","listText":"Buy the dip 💪🏻💪🏻","text":"Buy the dip 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💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874825491","repostId":"2185135142","repostType":4,"isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875125603,"gmtCreate":1637626879480,"gmtModify":1637626879620,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"AMD 💪🏻💪🏻","listText":"AMD 💪🏻💪🏻","text":"AMD 💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875125603","repostId":"1107351089","repostType":4,"isVote":1,"tweetType":1,"viewCount":3134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872706323,"gmtCreate":1637569957851,"gmtModify":1637569957988,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> 💎 🙌 pls like and comments 🙏🙏","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> 💎 🙌 pls like and comments 🙏🙏","text":"$Tesla Motors(TSLA)$ 💎 🙌 pls like and comments 🙏🙏","images":[{"img":"https://static.tigerbbs.com/6549c4a5e4430df1884b1a719364821a","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872706323","isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878026470,"gmtCreate":1637127252416,"gmtModify":1637127252924,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"Buy the dip 💪🏻💪🏻","listText":"Buy the dip 💪🏻💪🏻","text":"Buy the dip 💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878026470","repostId":"1105121168","repostType":4,"repost":{"id":"1105121168","kind":"news","pubTimestamp":1637116215,"share":"https://www.laohu8.com/m/news/1105121168?lang=zh_CN&edition=full","pubTime":"2021-11-17 10:30","market":"us","language":"en","title":"Is PLTR Stock A Buy Right Now, After Palantir's Earnings And Crypto News?<blockquote>在Palantir发布财报和加密货币新闻后，PLTR股票现在值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105121168","media":"Investors","summary":"Recent IPO Palantir Technologies(PLTR) fell 9% on Nov. 9, after reporting mixed third-quarter result","content":"<p>Recent IPO&nbsp;<b>Palantir Technologies</b>(PLTR) fell 9% on Nov. 9, after reporting mixed third-quarter results before the open. It then lost 7% the next session.</p><p><blockquote>近期IPO<b>Palantir技术</b>(PLTR)在开盘前公布了好坏参半的第三季度业绩后，于11月9日下跌9%。然后在下一个交易日下跌了7%。</blockquote></p><p> What gives?</p><p><blockquote>什么给？</blockquote></p><p> The software provider's earnings met Wall Street targets, while sales beat forecasts. Palantir also added more customers than expected — but the stock fell as government revenue growth missed.</p><p><blockquote>该软件提供商的盈利达到了华尔街的目标，而销售额则超出了预期。Palantir也增加了比预期更多的客户，但由于政府收入增长未达预期，该股下跌。</blockquote></p><p> After the report, RBC Capital analyst Rishi Jaluria downgraded Palantir stock to underperform. \"Government, to us, is the strongest part of Palantir's business and while we expected a deceleration, the growth rate was nearly cut in half from Q2 to Q3,\" Jaluria said in a report.</p><p><blockquote>报告发布后，加拿大皇家银行资本分析师Rishi Jaluria将Palantir股票评级下调至表现不佳。Jaluria在一份报告中表示：“对我们来说，政府是Palantir业务中最强劲的部分，虽然我们预计会减速，但从第二季度到第三季度，增长率几乎减半。”</blockquote></p><p> Government agencies, the chief growth driver, use Palantir software for intelligence gathering, counterterrorism and military purposes. The Denver-based company has been aiming to grow its commercial customer base by expanding into the health care, energy and manufacturing sectors.</p><p><blockquote>作为主要增长动力的政府机构将Palantir软件用于情报收集、反恐和军事目的。这家总部位于丹佛的公司一直致力于通过扩展到医疗保健、能源和制造领域来扩大其商业客户群。</blockquote></p><p> And Palantir is now entering the&nbsp;digital cryptocurrency market, for which it recently released new software.</p><p><blockquote>Palantir现在正在进入数字加密货币市场，最近为此发布了新软件。</blockquote></p><p> \"We are super excited about Foundry (software) for crypto,\" Chief Operating Officer Shyam Sankar said on the Q3 earnings call. \"We think we're going to be a massive accelerant for crypto companies.\"</p><p><blockquote>首席运营官Shyam Sankar在第三季度财报看涨期权上表示：“我们对加密货币代工（软件）感到非常兴奋。”“我们认为我们将成为加密货币公司的巨大催化剂。”</blockquote></p><p> He added: \"We're going to give them credible AML (anti-money laundering) platforms to enable them to go toe-to-toe and beyond with the legacy players. We're going to deliver (regulatory) compliance so they can focus on disruption. And, of course, they are welcome to pay us in crypto.\"</p><p><blockquote>他补充道：“我们将为他们提供可信的AML（反洗钱）平台，使他们能够与传统玩家进行面对面的交流。我们将提供（监管）合规性，以便他们可以专注于颠覆。当然，也欢迎他们用加密货币向我们付款。”</blockquote></p><p> Palantir's Origins</p><p><blockquote>Palantir的起源</blockquote></p><p> Palantir was founded in the early 2000s by&nbsp;<b>PayPal</b>(PYPL) co-founder Peter Thiel, Nathan Gettings, Joe Lonsdale, Stephen Cohen and Alex Karp. The company name is derived from the palantiri, crystal ball-like \"seeing stones\" from The Lord of the Rings.</p><p><blockquote>Palantir于2000年代初由<b>PayPal</b>(PYPL)联合创始人Peter Thiel、Nathan Gettings、Joe Lonsdale、Stephen Cohen和Alex Karp。公司名称源自《指环王》中水晶球般的palantiri“看见石头”。</blockquote></p><p> The Denver-based company offers three platforms: Palantir Gotham, used primarily by government agencies; Palantir Metropolis for banks, financial services firms and hedge funds; and Palantir Foundry, used by corporate clients.</p><p><blockquote>这家总部位于丹佛的公司提供三个平台：Palantir Gotham，主要由政府机构使用；Palantir Metropolis面向银行、金融服务公司和对冲基金；和Palantir Foundry，供企业客户使用。</blockquote></p><p> To speed up corporate adoption of artificial intelligence software, Palantir and&nbsp;<b>IBM</b>(IBM) announced a global partnership earlier this year. Under the deal,&nbsp;Palantir made its Foundry software available to IBM's cloud computing customers. The Foundry platform is a centralized data operating system that lets users manage, filter and visualize large data sets.</p><p><blockquote>为了加快企业对人工智能软件的采用，Palantir和<b>IBM</b>（IBM）今年早些时候宣布了一项全球合作伙伴关系。根据协议，Palantir向IBM的云计算客户提供其代工软件。Foundry平台是一个集中式数据操作系统，允许用户管理、过滤和可视化大型数据集。</blockquote></p><p> PLTR Stock Fundamental Analysis</p><p><blockquote>PLTR股票基本面分析</blockquote></p><p> IBD Stock Checkupassigns Palantir a 51Composite Rating. This proprietary rating gives investors a quick way to gauge a stock's key growth traits. Palantir belongs to the 114-stock enterprise software group, which includes&nbsp;<b>DocuSign</b>(DOCU),<b>Salesforce.com</b>(CRM),<b>Shopify</b>(SHOP) and&nbsp;<b>Zoom Video</b>(ZM).</p><p><blockquote>IBD股票检查给予Palantir 51的综合评级。这种专有评级为投资者提供了一种快速衡量股票关键增长特征的方法。Palantir属于拥有114只股票的企业软件集团，其中包括<b>DocuSign</b>（文档），<b>Salesforce.com</b>（CRM），<b>Shopify</b>（商店）和<b>Zoom Video</b>（ZM）。</blockquote></p><p> A 61Earnings Per Share Rating, part of the overall composite score, also lags. That could improve, however, as Palantir is expected to stay profitable after earning 9 cents a share last year. Analysts expect EPS of 15 cents this year, followed by a 40% jump to 21 cents next year.</p><p><blockquote>61每股收益评级（总体综合得分的一部分）也落后。然而，这种情况可能会有所改善，因为Palantir在去年每股盈利9美分后预计将保持盈利。分析师预计今年每股收益为15美分，明年将跃升40%至21美分。</blockquote></p><p> On Nov. 9, before the opening bell, the company reported Q3 adjusted earnings of 4 cents a share on revenue of $392 million. Analysts estimated EPS of 4 cents on revenue of $385 million.</p><p><blockquote>11月9日开盘前，该公司公布第三季度调整后每股收益为4美分，营收为3.92亿美元。分析师预计每股收益为4美分，营收为3.85亿美元。</blockquote></p><p> Government revenue rose 34% to $218 million from the year-earlier period, missing views for $235.9 million. Commercial revenue rose 37% to $174 million, topping estimates of $148.6 million.</p><p><blockquote>政府收入较去年同期增长34%至2.18亿美元，低于预期的2.359亿美元。商业收入增长37%至1.74亿美元，高于预期的1.486亿美元。</blockquote></p><p> Palantir said it added 34 net new customers during the period, up from 20 in the second quarter. It ended Q3 with 203 customers, topping estimates of 180.</p><p><blockquote>Palantir表示，在此期间净增加了34名新客户，高于第二季度的20名。截至第三季度，该公司拥有203名客户，高于预期的180名。</blockquote></p><p> For the current quarter ending in December, Palantir forecast revenue of $418 million. That's above analysts estimates for $402 million in revenue, according to FactSet.</p><p><blockquote>Palantir预计截至12月的本季度收入为4.18亿美元。FactSet的数据显示，这高于分析师预期的4.02亿美元收入。</blockquote></p><p></p>","source":"lsy1610449120050","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>Is PLTR Stock A Buy Right Now, After Palantir's Earnings And Crypto News?<blockquote>在Palantir发布财报和加密货币新闻后，PLTR股票现在值得买入吗？</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\">\nIs PLTR Stock A Buy Right Now, After Palantir's Earnings And Crypto News?<blockquote>在Palantir发布财报和加密货币新闻后，PLTR股票现在值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-11-17 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Recent IPO&nbsp;<b>Palantir Technologies</b>(PLTR) fell 9% on Nov. 9, after reporting mixed third-quarter results before the open. It then lost 7% the next session.</p><p><blockquote>近期IPO<b>Palantir技术</b>(PLTR)在开盘前公布了好坏参半的第三季度业绩后，于11月9日下跌9%。然后在下一个交易日下跌了7%。</blockquote></p><p> What gives?</p><p><blockquote>什么给？</blockquote></p><p> The software provider's earnings met Wall Street targets, while sales beat forecasts. Palantir also added more customers than expected — but the stock fell as government revenue growth missed.</p><p><blockquote>该软件提供商的盈利达到了华尔街的目标，而销售额则超出了预期。Palantir也增加了比预期更多的客户，但由于政府收入增长未达预期，该股下跌。</blockquote></p><p> After the report, RBC Capital analyst Rishi Jaluria downgraded Palantir stock to underperform. \"Government, to us, is the strongest part of Palantir's business and while we expected a deceleration, the growth rate was nearly cut in half from Q2 to Q3,\" Jaluria said in a report.</p><p><blockquote>报告发布后，加拿大皇家银行资本分析师Rishi Jaluria将Palantir股票评级下调至表现不佳。Jaluria在一份报告中表示：“对我们来说，政府是Palantir业务中最强劲的部分，虽然我们预计会减速，但从第二季度到第三季度，增长率几乎减半。”</blockquote></p><p> Government agencies, the chief growth driver, use Palantir software for intelligence gathering, counterterrorism and military purposes. The Denver-based company has been aiming to grow its commercial customer base by expanding into the health care, energy and manufacturing sectors.</p><p><blockquote>作为主要增长动力的政府机构将Palantir软件用于情报收集、反恐和军事目的。这家总部位于丹佛的公司一直致力于通过扩展到医疗保健、能源和制造领域来扩大其商业客户群。</blockquote></p><p> And Palantir is now entering the&nbsp;digital cryptocurrency market, for which it recently released new software.</p><p><blockquote>Palantir现在正在进入数字加密货币市场，最近为此发布了新软件。</blockquote></p><p> \"We are super excited about Foundry (software) for crypto,\" Chief Operating Officer Shyam Sankar said on the Q3 earnings call. \"We think we're going to be a massive accelerant for crypto companies.\"</p><p><blockquote>首席运营官Shyam Sankar在第三季度财报看涨期权上表示：“我们对加密货币代工（软件）感到非常兴奋。”“我们认为我们将成为加密货币公司的巨大催化剂。”</blockquote></p><p> He added: \"We're going to give them credible AML (anti-money laundering) platforms to enable them to go toe-to-toe and beyond with the legacy players. We're going to deliver (regulatory) compliance so they can focus on disruption. And, of course, they are welcome to pay us in crypto.\"</p><p><blockquote>他补充道：“我们将为他们提供可信的AML（反洗钱）平台，使他们能够与传统玩家进行面对面的交流。我们将提供（监管）合规性，以便他们可以专注于颠覆。当然，也欢迎他们用加密货币向我们付款。”</blockquote></p><p> Palantir's Origins</p><p><blockquote>Palantir的起源</blockquote></p><p> Palantir was founded in the early 2000s by&nbsp;<b>PayPal</b>(PYPL) co-founder Peter Thiel, Nathan Gettings, Joe Lonsdale, Stephen Cohen and Alex Karp. The company name is derived from the palantiri, crystal ball-like \"seeing stones\" from The Lord of the Rings.</p><p><blockquote>Palantir于2000年代初由<b>PayPal</b>(PYPL)联合创始人Peter Thiel、Nathan Gettings、Joe Lonsdale、Stephen Cohen和Alex Karp。公司名称源自《指环王》中水晶球般的palantiri“看见石头”。</blockquote></p><p> The Denver-based company offers three platforms: Palantir Gotham, used primarily by government agencies; Palantir Metropolis for banks, financial services firms and hedge funds; and Palantir Foundry, used by corporate clients.</p><p><blockquote>这家总部位于丹佛的公司提供三个平台：Palantir Gotham，主要由政府机构使用；Palantir Metropolis面向银行、金融服务公司和对冲基金；和Palantir Foundry，供企业客户使用。</blockquote></p><p> To speed up corporate adoption of artificial intelligence software, Palantir and&nbsp;<b>IBM</b>(IBM) announced a global partnership earlier this year. Under the deal,&nbsp;Palantir made its Foundry software available to IBM's cloud computing customers. The Foundry platform is a centralized data operating system that lets users manage, filter and visualize large data sets.</p><p><blockquote>为了加快企业对人工智能软件的采用，Palantir和<b>IBM</b>（IBM）今年早些时候宣布了一项全球合作伙伴关系。根据协议，Palantir向IBM的云计算客户提供其代工软件。Foundry平台是一个集中式数据操作系统，允许用户管理、过滤和可视化大型数据集。</blockquote></p><p> PLTR Stock Fundamental Analysis</p><p><blockquote>PLTR股票基本面分析</blockquote></p><p> IBD Stock Checkupassigns Palantir a 51Composite Rating. This proprietary rating gives investors a quick way to gauge a stock's key growth traits. Palantir belongs to the 114-stock enterprise software group, which includes&nbsp;<b>DocuSign</b>(DOCU),<b>Salesforce.com</b>(CRM),<b>Shopify</b>(SHOP) and&nbsp;<b>Zoom Video</b>(ZM).</p><p><blockquote>IBD股票检查给予Palantir 51的综合评级。这种专有评级为投资者提供了一种快速衡量股票关键增长特征的方法。Palantir属于拥有114只股票的企业软件集团，其中包括<b>DocuSign</b>（文档），<b>Salesforce.com</b>（CRM），<b>Shopify</b>（商店）和<b>Zoom Video</b>（ZM）。</blockquote></p><p> A 61Earnings Per Share Rating, part of the overall composite score, also lags. That could improve, however, as Palantir is expected to stay profitable after earning 9 cents a share last year. Analysts expect EPS of 15 cents this year, followed by a 40% jump to 21 cents next year.</p><p><blockquote>61每股收益评级（总体综合得分的一部分）也落后。然而，这种情况可能会有所改善，因为Palantir在去年每股盈利9美分后预计将保持盈利。分析师预计今年每股收益为15美分，明年将跃升40%至21美分。</blockquote></p><p> On Nov. 9, before the opening bell, the company reported Q3 adjusted earnings of 4 cents a share on revenue of $392 million. Analysts estimated EPS of 4 cents on revenue of $385 million.</p><p><blockquote>11月9日开盘前，该公司公布第三季度调整后每股收益为4美分，营收为3.92亿美元。分析师预计每股收益为4美分，营收为3.85亿美元。</blockquote></p><p> Government revenue rose 34% to $218 million from the year-earlier period, missing views for $235.9 million. Commercial revenue rose 37% to $174 million, topping estimates of $148.6 million.</p><p><blockquote>政府收入较去年同期增长34%至2.18亿美元，低于预期的2.359亿美元。商业收入增长37%至1.74亿美元，高于预期的1.486亿美元。</blockquote></p><p> Palantir said it added 34 net new customers during the period, up from 20 in the second quarter. It ended Q3 with 203 customers, topping estimates of 180.</p><p><blockquote>Palantir表示，在此期间净增加了34名新客户，高于第二季度的20名。截至第三季度，该公司拥有203名客户，高于预期的180名。</blockquote></p><p> For the current quarter ending in December, Palantir forecast revenue of $418 million. That's above analysts estimates for $402 million in revenue, according to FactSet.</p><p><blockquote>Palantir预计截至12月的本季度收入为4.18亿美元。FactSet的数据显示，这高于分析师预期的4.02亿美元收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/research/palantir-pltr-stock-buy-now/?src=A00220\">Investors</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.investors.com/research/palantir-pltr-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105121168","content_text":"Recent IPO Palantir Technologies(PLTR) fell 9% on Nov. 9, after reporting mixed third-quarter results before the open. It then lost 7% the next session.\nWhat gives?\nThe software provider's earnings met Wall Street targets, while sales beat forecasts. Palantir also added more customers than expected — but the stock fell as government revenue growth missed.\nAfter the report, RBC Capital analyst Rishi Jaluria downgraded Palantir stock to underperform. \"Government, to us, is the strongest part of Palantir's business and while we expected a deceleration, the growth rate was nearly cut in half from Q2 to Q3,\" Jaluria said in a report.\nGovernment agencies, the chief growth driver, use Palantir software for intelligence gathering, counterterrorism and military purposes. The Denver-based company has been aiming to grow its commercial customer base by expanding into the health care, energy and manufacturing sectors.\nAnd Palantir is now entering the digital cryptocurrency market, for which it recently released new software.\n\"We are super excited about Foundry (software) for crypto,\" Chief Operating Officer Shyam Sankar said on the Q3 earnings call. \"We think we're going to be a massive accelerant for crypto companies.\"\nHe added: \"We're going to give them credible AML (anti-money laundering) platforms to enable them to go toe-to-toe and beyond with the legacy players. We're going to deliver (regulatory) compliance so they can focus on disruption. And, of course, they are welcome to pay us in crypto.\"\nPalantir's Origins\nPalantir was founded in the early 2000s by PayPal(PYPL) co-founder Peter Thiel, Nathan Gettings, Joe Lonsdale, Stephen Cohen and Alex Karp. The company name is derived from the palantiri, crystal ball-like \"seeing stones\" from The Lord of the Rings.\nThe Denver-based company offers three platforms: Palantir Gotham, used primarily by government agencies; Palantir Metropolis for banks, financial services firms and hedge funds; and Palantir Foundry, used by corporate clients.\nTo speed up corporate adoption of artificial intelligence software, Palantir and IBM(IBM) announced a global partnership earlier this year. Under the deal, Palantir made its Foundry software available to IBM's cloud computing customers. The Foundry platform is a centralized data operating system that lets users manage, filter and visualize large data sets.\nPLTR Stock Fundamental Analysis\nIBD Stock Checkupassigns Palantir a 51Composite Rating. This proprietary rating gives investors a quick way to gauge a stock's key growth traits. Palantir belongs to the 114-stock enterprise software group, which includes DocuSign(DOCU),Salesforce.com(CRM),Shopify(SHOP) and Zoom Video(ZM).\nA 61Earnings Per Share Rating, part of the overall composite score, also lags. That could improve, however, as Palantir is expected to stay profitable after earning 9 cents a share last year. Analysts expect EPS of 15 cents this year, followed by a 40% jump to 21 cents next year.\nOn Nov. 9, before the opening bell, the company reported Q3 adjusted earnings of 4 cents a share on revenue of $392 million. Analysts estimated EPS of 4 cents on revenue of $385 million.\nGovernment revenue rose 34% to $218 million from the year-earlier period, missing views for $235.9 million. Commercial revenue rose 37% to $174 million, topping estimates of $148.6 million.\nPalantir said it added 34 net new customers during the period, up from 20 in the second quarter. It ended Q3 with 203 customers, topping estimates of 180.\nFor the current quarter ending in December, Palantir forecast revenue of $418 million. That's above analysts estimates for $402 million in revenue, according to FactSet.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871295832,"gmtCreate":1637072521702,"gmtModify":1637072522269,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569043108363572","authorIdStr":"3569043108363572"},"themes":[],"htmlText":"Cool 😎&nbsp;","listText":"Cool 😎&nbsp;","text":"Cool 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💪🏻💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/33c38f68abf497b22f942ad9de21484a","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/329646870","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361665237,"gmtCreate":1614229925129,"gmtModify":1631889538379,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a>Enocomic recovery stock.","listText":"<a href=\"https://laohu8.com/S/SAVE\">$Spirit Airlines(SAVE)$</a>Enocomic recovery stock.","text":"$Spirit Airlines(SAVE)$Enocomic recovery stock.","images":[{"img":"https://static.tigerbbs.com/56238039ece322239f70eb96b1b1c770","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/361665237","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":855702839,"gmtCreate":1635397125127,"gmtModify":1635397125306,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"Cool 😎&nbsp;","listText":"Cool 😎&nbsp;","text":"Cool 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855702839","repostId":"1120494800","repostType":2,"repost":{"id":"1120494800","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635387959,"share":"https://www.laohu8.com/m/news/1120494800?lang=zh_CN&edition=full","pubTime":"2021-10-28 10:25","market":"us","language":"en","title":"4 Ways Hertz Is Creating Value For Tesla<blockquote>赫兹为特斯拉创造价值的4种方式</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120494800","media":"Benzinga","summary":"Tesla Inc shares rallied once again on Wednesday after ridesharing giant Uber Technologies Inc announced a new partnership with Hertz Global Holdings Inc to offer 50,000 Tesla rentals to U.S. drivers.On Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when General Motors Company,Ford Motor Company and other auto companies owned Hertz,Avis Budget Group Inc. and other rental companies, which created ve","content":"<p><b>Tesla Inc</b>(NASDAQ:TSLA) shares rallied once again on Wednesday after ridesharing giant&nbsp;<b>Uber Technologies Inc</b>(NYSE:UBER) announced a new partnership with&nbsp;<b>Hertz Global Holdings Inc</b>(OTC:HTZZ) to offer 50,000 Tesla rentals to U.S. drivers.</p><p><blockquote><b>特斯拉公司</b>（纳斯达克：TSLA）继拼车巨头之后，股价周三再次上涨<b>优步科技公司</b>（纽约证券交易所代码：UBER）宣布与<b>赫兹全球控股公司</b>（场外交易代码：HTZZ）向美国司机提供50,000辆特斯拉租赁服务。</blockquote></p><p> The latest Uber news is one of several ways&nbsp;Tesla’s partnership with Hertz&nbsp;is creating value for the electric vehicle pioneer, according to DataTrek Research co-founder Nicholas&nbsp;Colas.</p><p><blockquote>DataTrek Research联合创始人Nicholas Colas表示，Uber的最新消息是特斯拉与赫兹的合作为这家电动汽车先驱创造价值的几种方式之一。</blockquote></p><p> On Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when&nbsp;<b>General Motors Company</b>,<b>Ford Motor Company</b>&nbsp;and other auto companies owned Hertz,<b>Avis Budget Group Inc.</b>&nbsp;and other rental companies, which created very little value for shareholders. However, Colas said there are at least our reasons why the Hertz deal is boosting Tesla’s stock.</p><p><blockquote>周二，Colas表示，乍一看，市场对赫兹订购10万辆特斯拉Model 3的反应可能会让投资者感到惊讶，他们还记得<b>通用汽车公司</b>,<b>福特汽车公司</b>和其他汽车公司拥有赫兹，<b>阿维斯预算集团公司。</b>和其他租赁公司，为股东创造的价值很少。然而，科拉斯表示，赫兹交易提振特斯拉股价至少是有原因的。</blockquote></p><p> <b>4 Reasons The Stock Is Moving:</b>First, despite its&nbsp;$1 trillion valuation,<b>Tesla’s business is still relatively small</b>&nbsp;compared to Ford, GM and others. Colas said the 100,000 vehicle orders will lock up a significant portion of Tesla’s production in the next year at a high-margin selling price of $42,000 per vehicle.</p><p><blockquote><b>股票变动的4个原因：</b>首先，尽管其估值高达1万亿美元，<b>特斯拉的业务还比较小</b>与福特、通用等公司相比。Colas表示，10万辆汽车订单将以每辆汽车4.2万美元的高利润售价锁定特斯拉明年的很大一部分产量。</blockquote></p><p> Second, the&nbsp;<b>partnership with Hertz will allow car renters to get behind the wheel of a Tesla for the first time</b>. These rentals can essentially serve as test drives that may convince more people to buy the cars, Colas said.</p><p><blockquote>第二，<b>与赫兹的合作将使汽车租赁者首次能够驾驶特斯拉</b>.科拉斯说，这些租赁本质上可以作为试驾，可能会说服更多的人购买汽车。</blockquote></p><p> Third,<b>Hertz’s large national network of locations could be helpful</b>&nbsp;as Tesla grows its number of charging stations. Colas said Hertz’s airport locations may be particularly convenient locations for business travelers to leave their cars to charge when they are out of town.</p><p><blockquote>第三，<b>赫兹庞大的全国网点网络可能会有所帮助</b>随着特斯拉充电站数量的增加。科拉斯表示，赫兹的机场位置可能是商务旅客出城时停车充电的特别方便的位置。</blockquote></p><p> Finally, Colas said Hertz and other rental car companies missed the boat on ridesharing disruption, but&nbsp;<b>partnering with Tesla and other next-generation auto tech companies can help rental companies make sure they are well-positioned for the next major disruptor: autonomous vehicles</b>.</p><p><blockquote>最后，科拉斯表示，赫兹和其他租车公司错过了拼车中断的机会，但<b>与特斯拉和其他下一代汽车技术公司合作可以帮助租赁公司确保他们为下一个重大颠覆者：自动驾驶汽车做好准备</b>.</blockquote></p><p> “Tesla/Hertz is a fascinating case study in how new and old industries still need each other to maximize the impact of disruptive technologies on the one hand and leverage that same technology to remake a stale business model on the other,” Colas said.</p><p><blockquote>Colas表示：“特斯拉/赫兹是一个引人入胜的案例研究，一方面说明新旧行业仍然需要彼此最大限度地发挥颠覆性技术的影响，另一方面利用相同的技术重塑陈旧的商业模式。”</blockquote></p><p> <b>Benzinga’s Take:</b>With business booming, the only question mark these days when it comes to Tesla is its valuation. Tesla shares trade at 20.9 times sales, more than double the multiple of all the other trillion-dollar S&amp;P 500 tech companies other than&nbsp;<b>Microsoft Corporation</b>&nbsp;(13.9).</p><p><blockquote><b>Benzinga的看法：</b>随着业务的蓬勃发展，如今特斯拉唯一的问号是其估值。特斯拉股价是销售额的20.9倍，是除其他外所有其他万亿美元标普500科技公司的两倍多<b>微软公司</b> (13.9).</blockquote></p><p> Read:<a href=\"https://laohu8.com/NW/1127302287\" target=\"_blank\">Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?</a></p><p><blockquote>阅读：<a href=\"https://laohu8.com/NW/1127302287\" target=\"_blank\">特斯拉达成巨额交易并突破1万亿美元：股票值得买入吗？</a></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>4 Ways Hertz Is Creating Value For Tesla<blockquote>赫兹为特斯拉创造价值的4种方式</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Ways Hertz Is Creating Value For Tesla<blockquote>赫兹为特斯拉创造价值的4种方式</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-28 10:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc</b>(NASDAQ:TSLA) shares rallied once again on Wednesday after ridesharing giant&nbsp;<b>Uber Technologies Inc</b>(NYSE:UBER) announced a new partnership with&nbsp;<b>Hertz Global Holdings Inc</b>(OTC:HTZZ) to offer 50,000 Tesla rentals to U.S. drivers.</p><p><blockquote><b>特斯拉公司</b>（纳斯达克：TSLA）继拼车巨头之后，股价周三再次上涨<b>优步科技公司</b>（纽约证券交易所代码：UBER）宣布与<b>赫兹全球控股公司</b>（场外交易代码：HTZZ）向美国司机提供50,000辆特斯拉租赁服务。</blockquote></p><p> The latest Uber news is one of several ways&nbsp;Tesla’s partnership with Hertz&nbsp;is creating value for the electric vehicle pioneer, according to DataTrek Research co-founder Nicholas&nbsp;Colas.</p><p><blockquote>DataTrek Research联合创始人Nicholas Colas表示，Uber的最新消息是特斯拉与赫兹的合作为这家电动汽车先驱创造价值的几种方式之一。</blockquote></p><p> On Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when&nbsp;<b>General Motors Company</b>,<b>Ford Motor Company</b>&nbsp;and other auto companies owned Hertz,<b>Avis Budget Group Inc.</b>&nbsp;and other rental companies, which created very little value for shareholders. However, Colas said there are at least our reasons why the Hertz deal is boosting Tesla’s stock.</p><p><blockquote>周二，Colas表示，乍一看，市场对赫兹订购10万辆特斯拉Model 3的反应可能会让投资者感到惊讶，他们还记得<b>通用汽车公司</b>,<b>福特汽车公司</b>和其他汽车公司拥有赫兹，<b>阿维斯预算集团公司。</b>和其他租赁公司，为股东创造的价值很少。然而，科拉斯表示，赫兹交易提振特斯拉股价至少是有原因的。</blockquote></p><p> <b>4 Reasons The Stock Is Moving:</b>First, despite its&nbsp;$1 trillion valuation,<b>Tesla’s business is still relatively small</b>&nbsp;compared to Ford, GM and others. Colas said the 100,000 vehicle orders will lock up a significant portion of Tesla’s production in the next year at a high-margin selling price of $42,000 per vehicle.</p><p><blockquote><b>股票变动的4个原因：</b>首先，尽管其估值高达1万亿美元，<b>特斯拉的业务还比较小</b>与福特、通用等公司相比。Colas表示，10万辆汽车订单将以每辆汽车4.2万美元的高利润售价锁定特斯拉明年的很大一部分产量。</blockquote></p><p> Second, the&nbsp;<b>partnership with Hertz will allow car renters to get behind the wheel of a Tesla for the first time</b>. These rentals can essentially serve as test drives that may convince more people to buy the cars, Colas said.</p><p><blockquote>第二，<b>与赫兹的合作将使汽车租赁者首次能够驾驶特斯拉</b>.科拉斯说，这些租赁本质上可以作为试驾，可能会说服更多的人购买汽车。</blockquote></p><p> Third,<b>Hertz’s large national network of locations could be helpful</b>&nbsp;as Tesla grows its number of charging stations. Colas said Hertz’s airport locations may be particularly convenient locations for business travelers to leave their cars to charge when they are out of town.</p><p><blockquote>第三，<b>赫兹庞大的全国网点网络可能会有所帮助</b>随着特斯拉充电站数量的增加。科拉斯表示，赫兹的机场位置可能是商务旅客出城时停车充电的特别方便的位置。</blockquote></p><p> Finally, Colas said Hertz and other rental car companies missed the boat on ridesharing disruption, but&nbsp;<b>partnering with Tesla and other next-generation auto tech companies can help rental companies make sure they are well-positioned for the next major disruptor: autonomous vehicles</b>.</p><p><blockquote>最后，科拉斯表示，赫兹和其他租车公司错过了拼车中断的机会，但<b>与特斯拉和其他下一代汽车技术公司合作可以帮助租赁公司确保他们为下一个重大颠覆者：自动驾驶汽车做好准备</b>.</blockquote></p><p> “Tesla/Hertz is a fascinating case study in how new and old industries still need each other to maximize the impact of disruptive technologies on the one hand and leverage that same technology to remake a stale business model on the other,” Colas said.</p><p><blockquote>Colas表示：“特斯拉/赫兹是一个引人入胜的案例研究，一方面说明新旧行业仍然需要彼此最大限度地发挥颠覆性技术的影响，另一方面利用相同的技术重塑陈旧的商业模式。”</blockquote></p><p> <b>Benzinga’s Take:</b>With business booming, the only question mark these days when it comes to Tesla is its valuation. Tesla shares trade at 20.9 times sales, more than double the multiple of all the other trillion-dollar S&amp;P 500 tech companies other than&nbsp;<b>Microsoft Corporation</b>&nbsp;(13.9).</p><p><blockquote><b>Benzinga的看法：</b>随着业务的蓬勃发展，如今特斯拉唯一的问号是其估值。特斯拉股价是销售额的20.9倍，是除其他外所有其他万亿美元标普500科技公司的两倍多<b>微软公司</b> (13.9).</blockquote></p><p> Read:<a href=\"https://laohu8.com/NW/1127302287\" target=\"_blank\">Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?</a></p><p><blockquote>阅读：<a href=\"https://laohu8.com/NW/1127302287\" target=\"_blank\">特斯拉达成巨额交易并突破1万亿美元：股票值得买入吗？</a></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","HTZZ":"Hertz Global Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120494800","content_text":"Tesla Inc(NASDAQ:TSLA) shares rallied once again on Wednesday after ridesharing giant Uber Technologies Inc(NYSE:UBER) announced a new partnership with Hertz Global Holdings Inc(OTC:HTZZ) to offer 50,000 Tesla rentals to U.S. drivers.\nThe latest Uber news is one of several ways Tesla’s partnership with Hertz is creating value for the electric vehicle pioneer, according to DataTrek Research co-founder Nicholas Colas.\nOn Tuesday, Colas said at first glance, the market’s reaction to Hertz’s order of 100,000 Tesla Model 3s may be surprising to investors who remember when General Motors Company,Ford Motor Company and other auto companies owned Hertz,Avis Budget Group Inc. and other rental companies, which created very little value for shareholders. However, Colas said there are at least our reasons why the Hertz deal is boosting Tesla’s stock.\n4 Reasons The Stock Is Moving:First, despite its $1 trillion valuation,Tesla’s business is still relatively small compared to Ford, GM and others. Colas said the 100,000 vehicle orders will lock up a significant portion of Tesla’s production in the next year at a high-margin selling price of $42,000 per vehicle.\nSecond, the partnership with Hertz will allow car renters to get behind the wheel of a Tesla for the first time. These rentals can essentially serve as test drives that may convince more people to buy the cars, Colas said.\nThird,Hertz’s large national network of locations could be helpful as Tesla grows its number of charging stations. Colas said Hertz’s airport locations may be particularly convenient locations for business travelers to leave their cars to charge when they are out of town.\nFinally, Colas said Hertz and other rental car companies missed the boat on ridesharing disruption, but partnering with Tesla and other next-generation auto tech companies can help rental companies make sure they are well-positioned for the next major disruptor: autonomous vehicles.\n“Tesla/Hertz is a fascinating case study in how new and old industries still need each other to maximize the impact of disruptive technologies on the one hand and leverage that same technology to remake a stale business model on the other,” Colas said.\nBenzinga’s Take:With business booming, the only question mark these days when it comes to Tesla is its valuation. Tesla shares trade at 20.9 times sales, more than double the multiple of all the other trillion-dollar S&P 500 tech companies other than Microsoft Corporation (13.9).\nRead:Tesla Lands A Massive Deal And Breaks $1 Trillion: Are Shares A Buy?","news_type":1,"symbols_score_info":{"TSLA":0.9,"HTZZ":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823491823,"gmtCreate":1633652751604,"gmtModify":1633652752063,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"Go to the moon 🌙&nbsp;","listText":"Go to the moon 🌙&nbsp;","text":"Go to the moon 🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823491823","repostId":"1163216677","repostType":4,"repost":{"id":"1163216677","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1633651933,"share":"https://www.laohu8.com/m/news/1163216677?lang=zh_CN&edition=full","pubTime":"2021-10-08 08:12","market":"us","language":"en","title":"Tesla Annual Shareholders Meeting Takeaways: Headquarters To Texas, No Stock Split, Cybertruck And More<blockquote>特斯拉年度股东大会要点：总部迁至德克萨斯、不拆股、Cybertruck等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163216677","media":"Benzinga","summary":"Tesla Inc's annual shareholders meeting is taking place Thursday evening.Below are some of the quick highlights from the meeting, courtesy of Benzinga Pro.Tesla Says Shareholders Have Approved Recommendations From Tesla Board On All Accounts Except Item 2, Item 5 And Item 6. Elon Musk Says Goal Is To Make Vehicle Prices As Affordable As Possible. Musk Says 'As many batteries you want to produce and sell to us at an affordable price, we'll buy'. Musk Says Fundamental Value Of Tesla Is 'How quickl","content":"<p><b>Tesla Inc's</b>&nbsp;annual shareholders meeting&nbsp;is taking place Thursday evening.</p><p><blockquote><b>特斯拉公司</b>年度股东大会将于周四晚上举行。</blockquote></p><p> Below are some of the quick highlights from the meeting, courtesy of&nbsp;Benzinga Pro.</p><p><blockquote>以下是会议的一些快速亮点，由Benzinga Pro提供。</blockquote></p><p> <ul>  <li>Tesla Says Shareholders Have Approved Recommendations From Tesla Board On All Accounts Except&nbsp;Item 2, Item 5 And Item 6</li>  <li>Elon Musk Says Goal Is To Make Vehicle Prices As Affordable As Possible</li>  <li>Musk Says 'As many batteries you want to produce and sell to us at an affordable price, we'll buy'</li>  <li>Musk Says Fundamental Value Of Tesla Is 'How quickly did we accelerate sustainable energy?'</li>  <li>Expects To Increase Fremont Output By 50%</li>  <li>Musk Says Model Y To Be Best-Selling Vehicle By Volume By 2023</li>  <li>Cybertruck Will Enter Production In 2022, Will Reach Volume Production In 2023</li>  <li>Expects Roadster To Also Begin Production In 2023</li>  <li>Musk Says Company Is Not Contemplating Stock Split And No Plans To Offer Dividends</li>  <li>Musk Says Might Start Scouting For Locations For Another Factory 'Next Year'</li>  <li>Musk Says, Eventually, Tesla Will Make All Variants Of Vehicles, Says 'Why not?'</li>  <li>Company Will Move Headquarters To Austin, Texas</li> </ul> Tesla's stock closed Thursday's session up 1.4% at $793.61.</p><p><blockquote><ul><li>特斯拉表示，股东已批准特斯拉董事会对除第2项、第5项和第6项以外的所有账户的建议</li><li>埃隆·马斯克表示目标是让汽车价格尽可能实惠</li><li>马斯克表示，“你想生产多少电池并以实惠的价格卖给我们，我们就会购买多少电池”</li><li>马斯克表示，特斯拉的基本价值是“我们加速可持续能源的速度有多快？”</li><li>预计弗里蒙特产量将增加50%</li><li>马斯克表示Model Y到2023年将成为销量最畅销的汽车</li><li>Cybertruck 2022年投产2023年将实现量产</li><li>预计Roadster也将于2023年开始生产</li><li>马斯克表示公司不考虑股票分割，也没有计划派发股息</li><li>马斯克表示可能“明年”开始寻找另一家工厂的选址</li><li>马斯克表示，最终，特斯拉将生产所有车型，并表示“为什么不呢？”</li><li>公司将把总部迁至德克萨斯州奥斯汀</li></ul>特斯拉股价周四收盘上涨1.4%，至793.61美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Annual Shareholders Meeting Takeaways: Headquarters To Texas, No Stock Split, Cybertruck And More<blockquote>特斯拉年度股东大会要点：总部迁至德克萨斯、不拆股、Cybertruck等</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; 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Annual Shareholders Meeting Takeaways: Headquarters To Texas, No Stock Split, Cybertruck And More<blockquote>特斯拉年度股东大会要点：总部迁至德克萨斯、不拆股、Cybertruck等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-08 08:12</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc's</b>&nbsp;annual shareholders meeting&nbsp;is taking place Thursday evening.</p><p><blockquote><b>特斯拉公司</b>年度股东大会将于周四晚上举行。</blockquote></p><p> Below are some of the quick highlights from the meeting, courtesy of&nbsp;Benzinga Pro.</p><p><blockquote>以下是会议的一些快速亮点，由Benzinga Pro提供。</blockquote></p><p> <ul>  <li>Tesla Says Shareholders Have Approved Recommendations From Tesla Board On All Accounts Except&nbsp;Item 2, Item 5 And Item 6</li>  <li>Elon Musk Says Goal Is To Make Vehicle Prices As Affordable As Possible</li>  <li>Musk Says 'As many batteries you want to produce and sell to us at an affordable price, we'll buy'</li>  <li>Musk Says Fundamental Value Of Tesla Is 'How quickly did we accelerate sustainable energy?'</li>  <li>Expects To Increase Fremont Output By 50%</li>  <li>Musk Says Model Y To Be Best-Selling Vehicle By Volume By 2023</li>  <li>Cybertruck Will Enter Production In 2022, Will Reach Volume Production In 2023</li>  <li>Expects Roadster To Also Begin Production In 2023</li>  <li>Musk Says Company Is Not Contemplating Stock Split And No Plans To Offer Dividends</li>  <li>Musk Says Might Start Scouting For Locations For Another Factory 'Next Year'</li>  <li>Musk Says, Eventually, Tesla Will Make All Variants Of Vehicles, Says 'Why not?'</li>  <li>Company Will Move Headquarters To Austin, Texas</li> </ul> Tesla's stock closed Thursday's session up 1.4% at $793.61.</p><p><blockquote><ul><li>特斯拉表示，股东已批准特斯拉董事会对除第2项、第5项和第6项以外的所有账户的建议</li><li>埃隆·马斯克表示目标是让汽车价格尽可能实惠</li><li>马斯克表示，“你想生产多少电池并以实惠的价格卖给我们，我们就会购买多少电池”</li><li>马斯克表示，特斯拉的基本价值是“我们加速可持续能源的速度有多快？”</li><li>预计弗里蒙特产量将增加50%</li><li>马斯克表示Model Y到2023年将成为销量最畅销的汽车</li><li>Cybertruck 2022年投产2023年将实现量产</li><li>预计Roadster也将于2023年开始生产</li><li>马斯克表示公司不考虑股票分割，也没有计划派发股息</li><li>马斯克表示可能“明年”开始寻找另一家工厂的选址</li><li>马斯克表示，最终，特斯拉将生产所有车型，并表示“为什么不呢？”</li><li>公司将把总部迁至德克萨斯州奥斯汀</li></ul>特斯拉股价周四收盘上涨1.4%，至793.61美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163216677","content_text":"Tesla Inc's annual shareholders meeting is taking place Thursday evening.\nBelow are some of the quick highlights from the meeting, courtesy of Benzinga Pro.\n\nTesla Says Shareholders Have Approved Recommendations From Tesla Board On All Accounts Except Item 2, Item 5 And Item 6\nElon Musk Says Goal Is To Make Vehicle Prices As Affordable As Possible\nMusk Says 'As many batteries you want to produce and sell to us at an affordable price, we'll buy'\nMusk Says Fundamental Value Of Tesla Is 'How quickly did we accelerate sustainable energy?'\nExpects To Increase Fremont Output By 50%\nMusk Says Model Y To Be Best-Selling Vehicle By Volume By 2023\nCybertruck Will Enter Production In 2022, Will Reach Volume Production In 2023\nExpects Roadster To Also Begin Production In 2023\nMusk Says Company Is Not Contemplating Stock Split And No Plans To Offer Dividends\nMusk Says Might Start Scouting For Locations For Another Factory 'Next Year'\nMusk Says, Eventually, Tesla Will Make All Variants Of Vehicles, Says 'Why not?'\nCompany Will Move Headquarters To Austin, Texas\n\nTesla's stock closed Thursday's session up 1.4% at 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Motors(TSLA)$Diamond Hand 💪🏻💪🏻","images":[{"img":"https://static.tigerbbs.com/ee6da07eb3f029a069f7a8c3ba9a5566","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/131758206","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":362843302,"gmtCreate":1614614512406,"gmtModify":1703478975063,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Go Go Go !!!","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Go Go Go !!!","text":"$GameStop(GME)$Go Go Go !!!","images":[{"img":"https://static.tigerbbs.com/6d710430a8aa555395e07b24e5eb9e57","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/362843302","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":821066739,"gmtCreate":1633676575193,"gmtModify":1633676575665,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"Buy the dip if the market drop 💪🏻💪🏻","listText":"Buy the dip if the market drop 💪🏻💪🏻","text":"Buy the dip if the market drop 💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821066739","repostId":"1132662434","repostType":2,"repost":{"id":"1132662434","kind":"news","pubTimestamp":1633675411,"share":"https://www.laohu8.com/m/news/1132662434?lang=zh_CN&edition=full","pubTime":"2021-10-08 14:43","market":"us","language":"en","title":"September’s Jobs Report Is Coming. It May Be That Good News Is Bad for Investors.<blockquote>9月份的就业报告即将发布。对投资者来说，好消息可能是坏消息。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132662434","media":"Barrons","summary":"The long-awaited September jobs report is about to drop.\nFor months, economists and central bankers ","content":"<p> The long-awaited September jobs report is about to drop.</p><p><blockquote>期待已久的9月份就业报告即将下降。</blockquote></p><p> For months, economists and central bankers have said September is when millions of workers would re-enter the labor market, helping supply chains thaw and setting up an economy that is ready for the Federal Reserve to begin scaling back emergency bond buying launched in response to the pandemic.</p><p><blockquote>几个月来，经济学家和央行行长一直表示，9月份将是数百万工人重新进入劳动力市场的时候，帮助供应链解冻，并建立一个经济，为美联储开始缩减为应对疫情而推出的紧急债券购买做好准备。</blockquote></p><p> The stock market pullback began when the Fed signaled a coming shift in policy, says Barry Knapp, managing partner at Ironsides Macroeconomics. He says the risk for investors is thus for a better-than-expected nonfarm payrolls number, with a strong report unlikely to be friendly for equity or bond markets.</p><p><blockquote>Ironsides Macroeconomics管理合伙人巴里·纳普(Barry Knapp)表示，当美联储发出即将转向政策时，股市就开始回调。他表示，因此投资者面临的风险是非农就业数据好于预期，强劲的报告不太可能对股票或债券市场有利。</blockquote></p><p> That’s not because of taper timing. Knapp, like many other strategists, says a November taper announcement is a foregone conclusion. To that point, Fed Chairman Jerome Powell “set the bar very low,” saying a “decent” September jobs report would be enough to satisfy the last hurdle for a reduction in the $120 billion a month in Treasury and mortgage-backed securities purchases, says Lydia Boussour, economist at Oxford Economics. Instead, markets are looking for clues around the timing of interest rate liftoff.</p><p><blockquote>这不是因为锥度时间。与许多其他策略师一样，纳普表示，11月宣布缩减规模已成定局。为此，美联储主席杰罗姆·鲍威尔“将标准定得很低”，称一份“体面”的9月份就业报告足以满足每月减少1200亿美元国债和抵押贷款支持证券购买量的最后一个障碍，牛津经济研究院经济学家莉迪亚·布苏尔表示。相反，市场正在寻找加息时机的线索。</blockquote></p><p> What would “decent” look like? A private payroll print of around 500,000 would easily pass the test, Boussour says. For that portion, economists polled by FactSet predict a gain of 470,000, up from 243,000 in August. Economists expect total nonfarm payrolls to have risen 480,000 last month after August’s disappointing 235,000.</p><p><blockquote>“体面”会是什么样子？Boussour说，大约50万份私人工资单很容易通过测试。FactSet调查的经济学家预测，这部分人将增加470,000人，高于8月份的243,000人。经济学家预计，继8月份令人失望的23.5万人之后，上个月非农就业总人数将增加48万人。</blockquote></p><p> There is one good, if tentative, signal that the headline nonfarm number will be stronger than expected. Continuing claims for the week ended Sept. 25 fell to the lowest level since March 2020 as enhanced unemployment benefits expired. (Though it is unclear whether the decline in those claims translates to a return to the workforce in time for the September payrolls survey week, conducted during the week that contains the 12th of the month.) A person need not be hired—just looking for work—to be counted in the labor force.</p><p><blockquote>有一个好的信号，尽管是试探性的，表明总体非农数据将强于预期。随着增强的失业救济金到期，截至9月25日当周的持续申请失业救济人数降至2020年3月以来的最低水平。（尽管尚不清楚这些申请失业救济人数的下降是否意味着劳动力在9月份就业调查周前及时回归，该调查是在包括该月12日在内的一周内进行的。）一个人不需要被雇佣——只是在找工作——就能被算作劳动力。</blockquote></p><p> “If one judges by the continued improvement in the weekly claims data, it’s possible that the 500k median forecast for September is too low,” says George Goncalves, head of US Macro Strategy at MUFG.&nbsp; He expects an upward revision to August reading, meaning a total of 1 million jobs could have been added in the past two months.</p><p><blockquote>三菱日联金融集团美国宏观策略主管George Goncalves表示：“如果从每周申请失业救济人数的持续改善来判断，9月份50万人的预测中值可能太低了。”他预计8月份的数据将向上修正，这意味着过去两个月总共可能增加100万个就业岗位。</blockquote></p><p> So what, then, would a “strong” report look like? Goncalves says around 700,000 in new hiring. “If we get that plus higher wages and improved hours worked, [it] could result in a spike [in Treasury yields] and a test for the buy-the-dip crowd,” he says.</p><p><blockquote>那么，一份“强有力”的报告会是什么样子呢？贡萨尔维斯表示，新员工约有70万人。“如果我们做到这一点，再加上更高的工资和更好的工作时间，[它]可能会导致[国债收益率]飙升，并对逢低买入人群进行考验，”他说。</blockquote></p><p> As for the unemployment rate, strategists expect a further decline. Knapp notes that the Conference Board’s Labor Differential gauge is highly correlated with the U-3 and U-6 rates of unemployment and says it points to “significant downside” for those rates. Knapp expects to see the main U-3 rate slip to 4.3%, far below the consensus estimate of 5.1%. In August, that rate stood 5.2%. As for U-6, a more comprehensive measure that includes those marginally attached as well as part-time workers who would prefer full-time employment, Knapp sees a decline to 7.6% from 8.8% a month earlier.</p><p><blockquote>至于失业率，策略师预计将进一步下降。纳普指出，世界大型企业联合会的劳动力差异指标与U-3和U-6失业率高度相关，并表示这表明这些失业率存在“显着下行”。纳普预计主要U-3利率将下滑至4.3%，远低于市场普遍预期的5.1%。8月份，这一比率为5.2%。至于U-6，这是一项更全面的指标，包括那些边缘依恋者以及更喜欢全职工作的兼职工人，纳普预计这一比例将从一个月前的8.8%下降至7.6%。</blockquote></p><p> The labor force participation rate, which has barely budged in a year, likely ticked up a tenth of a percentage point to 61.8% in September, says Boussour. An ongoing lack of labor supply—even if expiring unemployment benefits and the return of in-person school are starting to help–likely pushed wages higher during the month. Boussour forecasts a 0.4% gain in average hourly earnings, pushing the annual rate to 4.6% from 4.3% in August. The monthly gain, she says, will again be led by low-paid services industries as the recovery continues to lift demand for workers in industries most hit by the pandemic.</p><p><blockquote>Boussour表示，一年来几乎没有变化的劳动力参与率在9月份可能上升了十分之一个百分点，达到61.8%。劳动力供应的持续缺乏——即使即将到期的失业救济金和面对面学校的回归开始有所帮助——可能会推高本月的工资。Boussour预测平均时薪将增长0.4%，年率将从8月份的4.3%升至4.6%。她表示，随着经济复苏继续提振受疫情打击最严重的行业对工人的需求，月度增长将再次由低薪服务业引领。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>September’s Jobs Report Is Coming. It May Be That Good News Is Bad for Investors.<blockquote>9月份的就业报告即将发布。对投资者来说，好消息可能是坏消息。</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\">\nSeptember’s Jobs Report Is Coming. It May Be That Good News Is Bad for Investors.<blockquote>9月份的就业报告即将发布。对投资者来说，好消息可能是坏消息。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-08 14:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p> The long-awaited September jobs report is about to drop.</p><p><blockquote>期待已久的9月份就业报告即将下降。</blockquote></p><p> For months, economists and central bankers have said September is when millions of workers would re-enter the labor market, helping supply chains thaw and setting up an economy that is ready for the Federal Reserve to begin scaling back emergency bond buying launched in response to the pandemic.</p><p><blockquote>几个月来，经济学家和央行行长一直表示，9月份将是数百万工人重新进入劳动力市场的时候，帮助供应链解冻，并建立一个经济，为美联储开始缩减为应对疫情而推出的紧急债券购买做好准备。</blockquote></p><p> The stock market pullback began when the Fed signaled a coming shift in policy, says Barry Knapp, managing partner at Ironsides Macroeconomics. He says the risk for investors is thus for a better-than-expected nonfarm payrolls number, with a strong report unlikely to be friendly for equity or bond markets.</p><p><blockquote>Ironsides Macroeconomics管理合伙人巴里·纳普(Barry Knapp)表示，当美联储发出即将转向政策时，股市就开始回调。他表示，因此投资者面临的风险是非农就业数据好于预期，强劲的报告不太可能对股票或债券市场有利。</blockquote></p><p> That’s not because of taper timing. Knapp, like many other strategists, says a November taper announcement is a foregone conclusion. To that point, Fed Chairman Jerome Powell “set the bar very low,” saying a “decent” September jobs report would be enough to satisfy the last hurdle for a reduction in the $120 billion a month in Treasury and mortgage-backed securities purchases, says Lydia Boussour, economist at Oxford Economics. Instead, markets are looking for clues around the timing of interest rate liftoff.</p><p><blockquote>这不是因为锥度时间。与许多其他策略师一样，纳普表示，11月宣布缩减规模已成定局。为此，美联储主席杰罗姆·鲍威尔“将标准定得很低”，称一份“体面”的9月份就业报告足以满足每月减少1200亿美元国债和抵押贷款支持证券购买量的最后一个障碍，牛津经济研究院经济学家莉迪亚·布苏尔表示。相反，市场正在寻找加息时机的线索。</blockquote></p><p> What would “decent” look like? A private payroll print of around 500,000 would easily pass the test, Boussour says. For that portion, economists polled by FactSet predict a gain of 470,000, up from 243,000 in August. Economists expect total nonfarm payrolls to have risen 480,000 last month after August’s disappointing 235,000.</p><p><blockquote>“体面”会是什么样子？Boussour说，大约50万份私人工资单很容易通过测试。FactSet调查的经济学家预测，这部分人将增加470,000人，高于8月份的243,000人。经济学家预计，继8月份令人失望的23.5万人之后，上个月非农就业总人数将增加48万人。</blockquote></p><p> There is one good, if tentative, signal that the headline nonfarm number will be stronger than expected. Continuing claims for the week ended Sept. 25 fell to the lowest level since March 2020 as enhanced unemployment benefits expired. (Though it is unclear whether the decline in those claims translates to a return to the workforce in time for the September payrolls survey week, conducted during the week that contains the 12th of the month.) A person need not be hired—just looking for work—to be counted in the labor force.</p><p><blockquote>有一个好的信号，尽管是试探性的，表明总体非农数据将强于预期。随着增强的失业救济金到期，截至9月25日当周的持续申请失业救济人数降至2020年3月以来的最低水平。（尽管尚不清楚这些申请失业救济人数的下降是否意味着劳动力在9月份就业调查周前及时回归，该调查是在包括该月12日在内的一周内进行的。）一个人不需要被雇佣——只是在找工作——就能被算作劳动力。</blockquote></p><p> “If one judges by the continued improvement in the weekly claims data, it’s possible that the 500k median forecast for September is too low,” says George Goncalves, head of US Macro Strategy at MUFG.&nbsp; He expects an upward revision to August reading, meaning a total of 1 million jobs could have been added in the past two months.</p><p><blockquote>三菱日联金融集团美国宏观策略主管George Goncalves表示：“如果从每周申请失业救济人数的持续改善来判断，9月份50万人的预测中值可能太低了。”他预计8月份的数据将向上修正，这意味着过去两个月总共可能增加100万个就业岗位。</blockquote></p><p> So what, then, would a “strong” report look like? Goncalves says around 700,000 in new hiring. “If we get that plus higher wages and improved hours worked, [it] could result in a spike [in Treasury yields] and a test for the buy-the-dip crowd,” he says.</p><p><blockquote>那么，一份“强有力”的报告会是什么样子呢？贡萨尔维斯表示，新员工约有70万人。“如果我们做到这一点，再加上更高的工资和更好的工作时间，[它]可能会导致[国债收益率]飙升，并对逢低买入人群进行考验，”他说。</blockquote></p><p> As for the unemployment rate, strategists expect a further decline. Knapp notes that the Conference Board’s Labor Differential gauge is highly correlated with the U-3 and U-6 rates of unemployment and says it points to “significant downside” for those rates. Knapp expects to see the main U-3 rate slip to 4.3%, far below the consensus estimate of 5.1%. In August, that rate stood 5.2%. As for U-6, a more comprehensive measure that includes those marginally attached as well as part-time workers who would prefer full-time employment, Knapp sees a decline to 7.6% from 8.8% a month earlier.</p><p><blockquote>至于失业率，策略师预计将进一步下降。纳普指出，世界大型企业联合会的劳动力差异指标与U-3和U-6失业率高度相关，并表示这表明这些失业率存在“显着下行”。纳普预计主要U-3利率将下滑至4.3%，远低于市场普遍预期的5.1%。8月份，这一比率为5.2%。至于U-6，这是一项更全面的指标，包括那些边缘依恋者以及更喜欢全职工作的兼职工人，纳普预计这一比例将从一个月前的8.8%下降至7.6%。</blockquote></p><p> The labor force participation rate, which has barely budged in a year, likely ticked up a tenth of a percentage point to 61.8% in September, says Boussour. An ongoing lack of labor supply—even if expiring unemployment benefits and the return of in-person school are starting to help–likely pushed wages higher during the month. Boussour forecasts a 0.4% gain in average hourly earnings, pushing the annual rate to 4.6% from 4.3% in August. The monthly gain, she says, will again be led by low-paid services industries as the recovery continues to lift demand for workers in industries most hit by the pandemic.</p><p><blockquote>Boussour表示，一年来几乎没有变化的劳动力参与率在9月份可能上升了十分之一个百分点，达到61.8%。劳动力供应的持续缺乏——即使即将到期的失业救济金和面对面学校的回归开始有所帮助——可能会推高本月的工资。Boussour预测平均时薪将增长0.4%，年率将从8月份的4.3%升至4.6%。她表示，随着经济复苏继续提振受疫情打击最严重的行业对工人的需求，月度增长将再次由低薪服务业引领。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/september-jobs-report-51633642185?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/september-jobs-report-51633642185?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132662434","content_text":"The long-awaited September jobs report is about to drop.\nFor months, economists and central bankers have said September is when millions of workers would re-enter the labor market, helping supply chains thaw and setting up an economy that is ready for the Federal Reserve to begin scaling back emergency bond buying launched in response to the pandemic.\nThe stock market pullback began when the Fed signaled a coming shift in policy, says Barry Knapp, managing partner at Ironsides Macroeconomics. He says the risk for investors is thus for a better-than-expected nonfarm payrolls number, with a strong report unlikely to be friendly for equity or bond markets.\nThat’s not because of taper timing. Knapp, like many other strategists, says a November taper announcement is a foregone conclusion. To that point, Fed Chairman Jerome Powell “set the bar very low,” saying a “decent” September jobs report would be enough to satisfy the last hurdle for a reduction in the $120 billion a month in Treasury and mortgage-backed securities purchases, says Lydia Boussour, economist at Oxford Economics. Instead, markets are looking for clues around the timing of interest rate liftoff.\nWhat would “decent” look like? A private payroll print of around 500,000 would easily pass the test, Boussour says. For that portion, economists polled by FactSet predict a gain of 470,000, up from 243,000 in August. Economists expect total nonfarm payrolls to have risen 480,000 last month after August’s disappointing 235,000.\nThere is one good, if tentative, signal that the headline nonfarm number will be stronger than expected. Continuing claims for the week ended Sept. 25 fell to the lowest level since March 2020 as enhanced unemployment benefits expired. (Though it is unclear whether the decline in those claims translates to a return to the workforce in time for the September payrolls survey week, conducted during the week that contains the 12th of the month.) A person need not be hired—just looking for work—to be counted in the labor force.\n“If one judges by the continued improvement in the weekly claims data, it’s possible that the 500k median forecast for September is too low,” says George Goncalves, head of US Macro Strategy at MUFG.  He expects an upward revision to August reading, meaning a total of 1 million jobs could have been added in the past two months.\nSo what, then, would a “strong” report look like? Goncalves says around 700,000 in new hiring. “If we get that plus higher wages and improved hours worked, [it] could result in a spike [in Treasury yields] and a test for the buy-the-dip crowd,” he says.\nAs for the unemployment rate, strategists expect a further decline. Knapp notes that the Conference Board’s Labor Differential gauge is highly correlated with the U-3 and U-6 rates of unemployment and says it points to “significant downside” for those rates. Knapp expects to see the main U-3 rate slip to 4.3%, far below the consensus estimate of 5.1%. In August, that rate stood 5.2%. As for U-6, a more comprehensive measure that includes those marginally attached as well as part-time workers who would prefer full-time employment, Knapp sees a decline to 7.6% from 8.8% a month earlier.\nThe labor force participation rate, which has barely budged in a year, likely ticked up a tenth of a percentage point to 61.8% in September, says Boussour. An ongoing lack of labor supply—even if expiring unemployment benefits and the return of in-person school are starting to help–likely pushed wages higher during the month. Boussour forecasts a 0.4% gain in average hourly earnings, pushing the annual rate to 4.6% from 4.3% in August. The monthly gain, she says, will again be led by low-paid services industries as the recovery continues to lift demand for workers in industries most hit by the pandemic.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154293500,"gmtCreate":1625528749700,"gmtModify":1633940041946,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Buy the dip","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Buy the dip","text":"$NIO Inc.(NIO)$Buy the 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hand","images":[{"img":"https://static.tigerbbs.com/f5123c2f0f25e5a7ea3c93779285b711","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184306579","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110742540,"gmtCreate":1622506368480,"gmtModify":1634101060501,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Keep forlong term","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Keep forlong term","text":"$Palantir Technologies Inc.(PLTR)$Keep forlong term","images":[{"img":"https://static.tigerbbs.com/4d6e067905c33c773356d63cb789944a","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/110742540","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373397560,"gmtCreate":1618820315850,"gmtModify":1631888036365,"author":{"id":"3569043108363572","authorId":"3569043108363572","name":"ttstansg99","avatar":"https://static.tigerbbs.com/2d449eec9a43feec859254b2d69c759f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569043108363572","idStr":"3569043108363572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>Keep for long term 💪🏻💪🏻","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>Keep for long term 💪🏻💪🏻","text":"$Adobe(ADBE)$Keep for long term 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