boatboat的个人主页 - 老虎社区

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2021-04-14

Solid

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2021-04-14

let’s goo

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2021-04-14

Moon

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2021-04-14

to the moon we go

2021-04-14

To the moon soon

2021-04-14

moon bro

2021-04-14

$Sundial Growers Inc.(SNDL)$Hehe

2021-03-13

$Biolase(BIOL)$[财迷] [财迷]

2021-03-10

To the moon

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2021-02-17

$Churchill Capital Corp IV(CCIV)$TO THE MOON

2021-02-17

Moon

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2021-02-17

Moon

Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>

2021-02-15

Moon

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2021-02-15

Moon

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2021-02-15

Moon

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2021-02-14

Moon

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2021-02-14

Moon

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2021-02-14

Moon

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2021-02-13

Moon

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2021-02-13

Moon

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[财迷]","images":[{"img":"https://static.tigerbbs.com/e4cb89e24c0db518eb087e59cc1ed4b6","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326941372","isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323505634,"gmtCreate":1615351538828,"gmtModify":1703487756082,"author":{"id":"3570016994730046","authorId":"3570016994730046","name":"boatboat","avatar":"https://static.tigerbbs.com/8cfa47d691f414bbc2360c3da5f1e66f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570016994730046","idStr":"3570016994730046"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the 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MOON","images":[{"img":"https://static.tigerbbs.com/4bd52cee3f51e741625cc90632868e55","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385646040","isVote":1,"tweetType":1,"viewCount":1771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":385871847,"gmtCreate":1613536402489,"gmtModify":1634553248345,"author":{"id":"3570016994730046","authorId":"3570016994730046","name":"boatboat","avatar":"https://static.tigerbbs.com/8cfa47d691f414bbc2360c3da5f1e66f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570016994730046","idStr":"3570016994730046"},"themes":[],"htmlText":"Moon","listText":"Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385871847","repostId":"1153738409","repostType":4,"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385871914,"gmtCreate":1613536373338,"gmtModify":1634553248469,"author":{"id":"3570016994730046","authorId":"3570016994730046","name":"boatboat","avatar":"https://static.tigerbbs.com/8cfa47d691f414bbc2360c3da5f1e66f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570016994730046","idStr":"3570016994730046"},"themes":[],"htmlText":"Moon","listText":"Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385871914","repostId":"1106575642","repostType":4,"repost":{"id":"1106575642","kind":"news","pubTimestamp":1613532872,"share":"https://www.laohu8.com/m/news/1106575642?lang=zh_CN&edition=full","pubTime":"2021-02-17 11:34","market":"us","language":"en","title":"Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106575642","media":"Barrons","summary":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese c","content":"<p>Speculation about an all-electric, self-driving car&nbsp;produced by Apple&nbsp;just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker&nbsp;Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street&nbsp;research reports, but few hard numbers about what an&nbsp;Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar引发了许多华尔街研究报告，但关于苹果(AAPL)的加入对全球汽车行业可能意味着什么的确切数据却很少。更重要的是，科技和汽车分析师对苹果汽车的含义有着略有不同的看法。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>去年12月，有关潜在苹果汽车的消息浮出水面。这些报告受到了科技和汽车分析师的重视，因为苹果多年来就有汽车雄心，而且苹果规模巨大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括全球最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as&nbsp;U.S. EVstart-up&nbsp;Canoo(GOEV), have all been&nbsp;tied&nbsp;to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车（005380.韩国）、起亚汽车（000270.韩国）以及美国。电动汽车初创公司Canoo(GOEV)在报道中都与苹果有联系。日产是最新一家被联系的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。周二，苹果没有立即对日产的报道发表评论。</blockquote></p><p> Outside of&nbsp;temporary impacts&nbsp;on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响之外，汽车股并没有对iCar新闻做出真正的反应。狼来了是一个原因：反复的猜测没有任何具体的结果。当然，苹果汽车还需要数年时间——这是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst&nbsp;Dan Ives&nbsp;expects a formal announcement in 2021. “At this point it’s a matter of when, not if,&nbsp;Apple&nbsp;will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and&nbsp;Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车不重要，或者潜在合作伙伴关系的消息可以打折扣。Wedbush分析师Dan Ives预计将于2021年正式宣布。Ives在周一的一份研究报告中写道：“在这一点上，苹果是否会在未来几年内进入电动汽车竞赛只是一个时间问题，而不是是否会。”他认为苹果有85%的可能性将在三到六个月内宣布这一消息，而评级现代和大众汽车(VOW.Germany)是他与苹果合作的两个首选。</blockquote></p><p> Hyundai has its own&nbsp;modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including&nbsp;General Motors(GM), have&nbsp;similar approaches&nbsp;to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a&nbsp;large shareholder&nbsp;of&nbsp;QuantumScape(QS), which is&nbsp;pioneering&nbsp;solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这就是艾夫斯喜欢现代汽车的原因之一，尽管包括通用汽车(GM)在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车雄心。它还是QuantumScape(QS)的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺成本更低、安全性更好、充电更快、续航里程更长。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst&nbsp;Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要涵盖科技股。他关注苹果，将其股票评级为跑赢大盘，并将其股票目标价定为175美元。他还关注了Telsa股票，评级为持有，目标价为950美元。伯恩斯坦分析师托尼·萨科纳吉(Toni Sacconaghi)也涵盖了这两者。他对苹果股票的评级为持有，目标价为132美元。不过，他更看跌特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年50%的销量增长目标。萨科纳吉在最近的一份研究报告中写道：“汽车市场历来高度分散，具有强大的区域品牌和偏好。”“我们不确定在大规模的新竞争和进入中，市场最终会变得更加整合和/或出现一个巨大的赢家。”</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股的目标价定为180美元，远低于该股的交易价格。</blockquote></p><p> Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师Adam Jonas关注的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为880美元。苹果汽车的进入可能会加速电动汽车的渗透，这将使所有电动汽车制造商受益。此外，Jonas在最近的一份研究报告中写道，特斯拉“在苹果可能出现之前，还可以再迭代四五年行业领先的电池技术”。“但在某些时候，今天的电动汽车玩家必须共享沙盒。”</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier&nbsp;Aptiv(APTV) to get exposure to the&nbsp;EV theme.</p><p><blockquote>然而，更多的电动汽车玩家并不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas还推荐通用汽车和供应商Aptiv(APTV)的股票来投资电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克也关注汽车股。与Jonas一样，他将通用汽车和Aptiv股票评级为买入，但将特斯拉股票评级为持有。对于斯帕克来说，苹果汽车的出现凸显了汽车制造商以更快的速度适应的必要性。斯帕克在最近的一份研究报告中写道：“否则他们可能会被抛在后面，无论是被苹果还是其他人。”</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎不太相信iCar：它将是一款优质的自动驾驶产品，并将由现有汽车制造商制造。这对苹果股票来说是个好消息，但对现有行业来说可能不会有那么大的颠覆性——初始销量会很小，但会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将推动现有汽车的改进。时间会证明这是否是该行业的发展方式。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The&nbsp;S&amp;P 500,for comparison, is down about 0.1% and the&nbsp;Dow Jones Industrial Average&nbsp;is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎并没有对股市造成太大影响。特斯拉股价周二下跌2.4%。苹果股价下跌1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</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>Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-17 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Speculation about an all-electric, self-driving car&nbsp;produced by Apple&nbsp;just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker&nbsp;Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street&nbsp;research reports, but few hard numbers about what an&nbsp;Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar引发了许多华尔街研究报告，但关于苹果(AAPL)的加入对全球汽车行业可能意味着什么的确切数据却很少。更重要的是，科技和汽车分析师对苹果汽车的含义有着略有不同的看法。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>去年12月，有关潜在苹果汽车的消息浮出水面。这些报告受到了科技和汽车分析师的重视，因为苹果多年来就有汽车雄心，而且苹果规模巨大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括全球最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as&nbsp;U.S. EVstart-up&nbsp;Canoo(GOEV), have all been&nbsp;tied&nbsp;to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车（005380.韩国）、起亚汽车（000270.韩国）以及美国。电动汽车初创公司Canoo(GOEV)在报道中都与苹果有联系。日产是最新一家被联系的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。周二，苹果没有立即对日产的报道发表评论。</blockquote></p><p> Outside of&nbsp;temporary impacts&nbsp;on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响之外，汽车股并没有对iCar新闻做出真正的反应。狼来了是一个原因：反复的猜测没有任何具体的结果。当然，苹果汽车还需要数年时间——这是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst&nbsp;Dan Ives&nbsp;expects a formal announcement in 2021. “At this point it’s a matter of when, not if,&nbsp;Apple&nbsp;will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and&nbsp;Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车不重要，或者潜在合作伙伴关系的消息可以打折扣。Wedbush分析师Dan Ives预计将于2021年正式宣布。Ives在周一的一份研究报告中写道：“在这一点上，苹果是否会在未来几年内进入电动汽车竞赛只是一个时间问题，而不是是否会。”他认为苹果有85%的可能性将在三到六个月内宣布这一消息，而评级现代和大众汽车(VOW.Germany)是他与苹果合作的两个首选。</blockquote></p><p> Hyundai has its own&nbsp;modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including&nbsp;General Motors(GM), have&nbsp;similar approaches&nbsp;to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a&nbsp;large shareholder&nbsp;of&nbsp;QuantumScape(QS), which is&nbsp;pioneering&nbsp;solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这就是艾夫斯喜欢现代汽车的原因之一，尽管包括通用汽车(GM)在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车雄心。它还是QuantumScape(QS)的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺成本更低、安全性更好、充电更快、续航里程更长。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst&nbsp;Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要涵盖科技股。他关注苹果，将其股票评级为跑赢大盘，并将其股票目标价定为175美元。他还关注了Telsa股票，评级为持有，目标价为950美元。伯恩斯坦分析师托尼·萨科纳吉(Toni Sacconaghi)也涵盖了这两者。他对苹果股票的评级为持有，目标价为132美元。不过，他更看跌特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年50%的销量增长目标。萨科纳吉在最近的一份研究报告中写道：“汽车市场历来高度分散，具有强大的区域品牌和偏好。”“我们不确定在大规模的新竞争和进入中，市场最终会变得更加整合和/或出现一个巨大的赢家。”</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股的目标价定为180美元，远低于该股的交易价格。</blockquote></p><p> Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师Adam Jonas关注的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为880美元。苹果汽车的进入可能会加速电动汽车的渗透，这将使所有电动汽车制造商受益。此外，Jonas在最近的一份研究报告中写道，特斯拉“在苹果可能出现之前，还可以再迭代四五年行业领先的电池技术”。“但在某些时候，今天的电动汽车玩家必须共享沙盒。”</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier&nbsp;Aptiv(APTV) to get exposure to the&nbsp;EV theme.</p><p><blockquote>然而，更多的电动汽车玩家并不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas还推荐通用汽车和供应商Aptiv(APTV)的股票来投资电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克也关注汽车股。与Jonas一样，他将通用汽车和Aptiv股票评级为买入，但将特斯拉股票评级为持有。对于斯帕克来说，苹果汽车的出现凸显了汽车制造商以更快的速度适应的必要性。斯帕克在最近的一份研究报告中写道：“否则他们可能会被抛在后面，无论是被苹果还是其他人。”</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎不太相信iCar：它将是一款优质的自动驾驶产品，并将由现有汽车制造商制造。这对苹果股票来说是个好消息，但对现有行业来说可能不会有那么大的颠覆性——初始销量会很小，但会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将推动现有汽车的改进。时间会证明这是否是该行业的发展方式。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The&nbsp;S&amp;P 500,for comparison, is down about 0.1% and the&nbsp;Dow Jones Industrial Average&nbsp;is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎并没有对股市造成太大影响。特斯拉股价周二下跌2.4%。苹果股价下跌1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4\">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":{"AAPL":"苹果","TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106575642","content_text":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.\nNews of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).\nHyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.\nApple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.\nOutside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.\nThat doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.\nHyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.\nIves covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”\nThat’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.\nMorgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”\nMore EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.\nRBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.\nOverall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.\nApple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"GM":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382324163,"gmtCreate":1613367640252,"gmtModify":1634553835809,"author":{"id":"3570016994730046","authorId":"3570016994730046","name":"boatboat","avatar":"https://static.tigerbbs.com/8cfa47d691f414bbc2360c3da5f1e66f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570016994730046","idStr":"3570016994730046"},"themes":[],"htmlText":"&nbsp; Moon","listText":"&nbsp; 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goo&nbsp;","listText":"let’s goo&nbsp;","text":"let’s goo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345722830","repostId":"1194635432","repostType":4,"isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385871914,"gmtCreate":1613536373338,"gmtModify":1634553248469,"author":{"id":"3570016994730046","authorId":"3570016994730046","name":"boatboat","avatar":"https://static.tigerbbs.com/8cfa47d691f414bbc2360c3da5f1e66f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570016994730046","idStr":"3570016994730046"},"themes":[],"htmlText":"Moon","listText":"Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385871914","repostId":"1106575642","repostType":4,"repost":{"id":"1106575642","kind":"news","pubTimestamp":1613532872,"share":"https://www.laohu8.com/m/news/1106575642?lang=zh_CN&edition=full","pubTime":"2021-02-17 11:34","market":"us","language":"en","title":"Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106575642","media":"Barrons","summary":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese c","content":"<p>Speculation about an all-electric, self-driving car&nbsp;produced by Apple&nbsp;just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker&nbsp;Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street&nbsp;research reports, but few hard numbers about what an&nbsp;Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar引发了许多华尔街研究报告，但关于苹果(AAPL)的加入对全球汽车行业可能意味着什么的确切数据却很少。更重要的是，科技和汽车分析师对苹果汽车的含义有着略有不同的看法。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>去年12月，有关潜在苹果汽车的消息浮出水面。这些报告受到了科技和汽车分析师的重视，因为苹果多年来就有汽车雄心，而且苹果规模巨大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括全球最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as&nbsp;U.S. EVstart-up&nbsp;Canoo(GOEV), have all been&nbsp;tied&nbsp;to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车（005380.韩国）、起亚汽车（000270.韩国）以及美国。电动汽车初创公司Canoo(GOEV)在报道中都与苹果有联系。日产是最新一家被联系的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。周二，苹果没有立即对日产的报道发表评论。</blockquote></p><p> Outside of&nbsp;temporary impacts&nbsp;on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响之外，汽车股并没有对iCar新闻做出真正的反应。狼来了是一个原因：反复的猜测没有任何具体的结果。当然，苹果汽车还需要数年时间——这是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst&nbsp;Dan Ives&nbsp;expects a formal announcement in 2021. “At this point it’s a matter of when, not if,&nbsp;Apple&nbsp;will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and&nbsp;Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车不重要，或者潜在合作伙伴关系的消息可以打折扣。Wedbush分析师Dan Ives预计将于2021年正式宣布。Ives在周一的一份研究报告中写道：“在这一点上，苹果是否会在未来几年内进入电动汽车竞赛只是一个时间问题，而不是是否会。”他认为苹果有85%的可能性将在三到六个月内宣布这一消息，而评级现代和大众汽车(VOW.Germany)是他与苹果合作的两个首选。</blockquote></p><p> Hyundai has its own&nbsp;modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including&nbsp;General Motors(GM), have&nbsp;similar approaches&nbsp;to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a&nbsp;large shareholder&nbsp;of&nbsp;QuantumScape(QS), which is&nbsp;pioneering&nbsp;solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这就是艾夫斯喜欢现代汽车的原因之一，尽管包括通用汽车(GM)在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车雄心。它还是QuantumScape(QS)的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺成本更低、安全性更好、充电更快、续航里程更长。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst&nbsp;Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要涵盖科技股。他关注苹果，将其股票评级为跑赢大盘，并将其股票目标价定为175美元。他还关注了Telsa股票，评级为持有，目标价为950美元。伯恩斯坦分析师托尼·萨科纳吉(Toni Sacconaghi)也涵盖了这两者。他对苹果股票的评级为持有，目标价为132美元。不过，他更看跌特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年50%的销量增长目标。萨科纳吉在最近的一份研究报告中写道：“汽车市场历来高度分散，具有强大的区域品牌和偏好。”“我们不确定在大规模的新竞争和进入中，市场最终会变得更加整合和/或出现一个巨大的赢家。”</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股的目标价定为180美元，远低于该股的交易价格。</blockquote></p><p> Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师Adam Jonas关注的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为880美元。苹果汽车的进入可能会加速电动汽车的渗透，这将使所有电动汽车制造商受益。此外，Jonas在最近的一份研究报告中写道，特斯拉“在苹果可能出现之前，还可以再迭代四五年行业领先的电池技术”。“但在某些时候，今天的电动汽车玩家必须共享沙盒。”</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier&nbsp;Aptiv(APTV) to get exposure to the&nbsp;EV theme.</p><p><blockquote>然而，更多的电动汽车玩家并不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas还推荐通用汽车和供应商Aptiv(APTV)的股票来投资电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克也关注汽车股。与Jonas一样，他将通用汽车和Aptiv股票评级为买入，但将特斯拉股票评级为持有。对于斯帕克来说，苹果汽车的出现凸显了汽车制造商以更快的速度适应的必要性。斯帕克在最近的一份研究报告中写道：“否则他们可能会被抛在后面，无论是被苹果还是其他人。”</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎不太相信iCar：它将是一款优质的自动驾驶产品，并将由现有汽车制造商制造。这对苹果股票来说是个好消息，但对现有行业来说可能不会有那么大的颠覆性——初始销量会很小，但会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将推动现有汽车的改进。时间会证明这是否是该行业的发展方式。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The&nbsp;S&amp;P 500,for comparison, is down about 0.1% and the&nbsp;Dow Jones Industrial Average&nbsp;is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎并没有对股市造成太大影响。特斯拉股价周二下跌2.4%。苹果股价下跌1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</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>Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-17 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Speculation about an all-electric, self-driving car&nbsp;produced by Apple&nbsp;just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker&nbsp;Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street&nbsp;research reports, but few hard numbers about what an&nbsp;Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar引发了许多华尔街研究报告，但关于苹果(AAPL)的加入对全球汽车行业可能意味着什么的确切数据却很少。更重要的是，科技和汽车分析师对苹果汽车的含义有着略有不同的看法。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>去年12月，有关潜在苹果汽车的消息浮出水面。这些报告受到了科技和汽车分析师的重视，因为苹果多年来就有汽车雄心，而且苹果规模巨大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括全球最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as&nbsp;U.S. EVstart-up&nbsp;Canoo(GOEV), have all been&nbsp;tied&nbsp;to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车（005380.韩国）、起亚汽车（000270.韩国）以及美国。电动汽车初创公司Canoo(GOEV)在报道中都与苹果有联系。日产是最新一家被联系的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。周二，苹果没有立即对日产的报道发表评论。</blockquote></p><p> Outside of&nbsp;temporary impacts&nbsp;on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响之外，汽车股并没有对iCar新闻做出真正的反应。狼来了是一个原因：反复的猜测没有任何具体的结果。当然，苹果汽车还需要数年时间——这是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst&nbsp;Dan Ives&nbsp;expects a formal announcement in 2021. “At this point it’s a matter of when, not if,&nbsp;Apple&nbsp;will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and&nbsp;Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车不重要，或者潜在合作伙伴关系的消息可以打折扣。Wedbush分析师Dan Ives预计将于2021年正式宣布。Ives在周一的一份研究报告中写道：“在这一点上，苹果是否会在未来几年内进入电动汽车竞赛只是一个时间问题，而不是是否会。”他认为苹果有85%的可能性将在三到六个月内宣布这一消息，而评级现代和大众汽车(VOW.Germany)是他与苹果合作的两个首选。</blockquote></p><p> Hyundai has its own&nbsp;modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including&nbsp;General Motors(GM), have&nbsp;similar approaches&nbsp;to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a&nbsp;large shareholder&nbsp;of&nbsp;QuantumScape(QS), which is&nbsp;pioneering&nbsp;solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这就是艾夫斯喜欢现代汽车的原因之一，尽管包括通用汽车(GM)在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车雄心。它还是QuantumScape(QS)的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺成本更低、安全性更好、充电更快、续航里程更长。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst&nbsp;Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要涵盖科技股。他关注苹果，将其股票评级为跑赢大盘，并将其股票目标价定为175美元。他还关注了Telsa股票，评级为持有，目标价为950美元。伯恩斯坦分析师托尼·萨科纳吉(Toni Sacconaghi)也涵盖了这两者。他对苹果股票的评级为持有，目标价为132美元。不过，他更看跌特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年50%的销量增长目标。萨科纳吉在最近的一份研究报告中写道：“汽车市场历来高度分散，具有强大的区域品牌和偏好。”“我们不确定在大规模的新竞争和进入中，市场最终会变得更加整合和/或出现一个巨大的赢家。”</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股的目标价定为180美元，远低于该股的交易价格。</blockquote></p><p> Morgan Stanley analyst&nbsp;Adam Jonas&nbsp;covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师Adam Jonas关注的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为880美元。苹果汽车的进入可能会加速电动汽车的渗透，这将使所有电动汽车制造商受益。此外，Jonas在最近的一份研究报告中写道，特斯拉“在苹果可能出现之前，还可以再迭代四五年行业领先的电池技术”。“但在某些时候，今天的电动汽车玩家必须共享沙盒。”</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier&nbsp;Aptiv(APTV) to get exposure to the&nbsp;EV theme.</p><p><blockquote>然而，更多的电动汽车玩家并不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas还推荐通用汽车和供应商Aptiv(APTV)的股票来投资电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克也关注汽车股。与Jonas一样，他将通用汽车和Aptiv股票评级为买入，但将特斯拉股票评级为持有。对于斯帕克来说，苹果汽车的出现凸显了汽车制造商以更快的速度适应的必要性。斯帕克在最近的一份研究报告中写道：“否则他们可能会被抛在后面，无论是被苹果还是其他人。”</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎不太相信iCar：它将是一款优质的自动驾驶产品，并将由现有汽车制造商制造。这对苹果股票来说是个好消息，但对现有行业来说可能不会有那么大的颠覆性——初始销量会很小，但会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将推动现有汽车的改进。时间会证明这是否是该行业的发展方式。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The&nbsp;S&amp;P 500,for comparison, is down about 0.1% and the&nbsp;Dow Jones Industrial Average&nbsp;is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎并没有对股市造成太大影响。特斯拉股价周二下跌2.4%。苹果股价下跌1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4\">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":{"AAPL":"苹果","TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106575642","content_text":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.\nNews of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).\nHyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.\nApple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.\nOutside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.\nThat doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.\nHyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.\nIves covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”\nThat’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.\nMorgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”\nMore EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.\nRBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.\nOverall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.\nApple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"GM":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345466719,"gmtCreate":1618331459631,"gmtModify":1634293645463,"author":{"id":"3570016994730046","authorId":"3570016994730046","name":"boatboat","avatar":"https://static.tigerbbs.com/8cfa47d691f414bbc2360c3da5f1e66f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570016994730046","idStr":"3570016994730046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hehe","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>Hehe","text":"$Sundial Growers 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Mooon","listText":"&nbsp; Mooon","text":"Mooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389757814","repostId":"1105339151","repostType":4,"repost":{"id":"1105339151","kind":"news","pubTimestamp":1612778898,"share":"https://www.laohu8.com/m/news/1105339151?lang=zh_CN&edition=full","pubTime":"2021-02-08 18:08","market":"us","language":"en","title":"Individual investors are back — here’s what it means for the stock market<blockquote>个人投资者回来了——这对股市意味着什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105339151","media":"MarketWatch","summary":"There’s more to the retail revival than GameStop\nLook who’s back.\nAfter a long absence, active indiv","content":"<p>There’s more to the retail revival than GameStop</p><p><blockquote>零售业的复兴不仅仅是游戏驿站</blockquote></p><p> Look who’s back.</p><p><blockquote>看看谁回来了。</blockquote></p><p> After a long absence, active individual investors have returned. While breakneck and foolhardy trading activity in shares of GameStop Corp.GME,+19.20%has dominated the headlines, unanswered questions remain as to whether a broader resurgence in retail trading will last and what it will mean for the stock market as U.S. benchmark indexes march to all-time highs.</p><p><blockquote>久违之后，活跃的个人投资者又回来了。尽管游戏驿站公司GME(+19.20%)股票的极快和鲁莽的交易活动占据了头条新闻，但零售交易的更广泛复苏是否会持续，以及随着美国基准指数的上涨，这对股市意味着什么，这些问题仍然悬而未决。三月创下历史新高。</blockquote></p><p> <b>The comeback</b></p><p><blockquote><b>复出</b></blockquote></p><p> It’s been a long time coming.</p><p><blockquote>已经等了很久了。</blockquote></p><p> The stock market put in a historic rally over the past decade “without any prominent retail interest in it,” said Chris Konstantinos, chief investment strategist at RiverFront Investment Group, in an interview.</p><p><blockquote>RiverFront Investment Group首席投资策略师克里斯·康斯坦丁诺斯(Chris Konstantinos)在接受采访时表示，过去十年股市出现了历史性反弹，“但散户对此没有任何明显的兴趣”。</blockquote></p><p> He noted that total bond fund flows have outpaced stock flows by nearly $3 trillion since 2007. In fact, individual investors appeared interested in almost anything else, from real estate to cryptocurrencies, Konstantinos said.</p><p><blockquote>他指出，自2007年以来，债券资金流量总额已超过股票流量近3万亿美元。康斯坦丁诺斯表示，事实上，个人投资者似乎对从房地产到加密货币的几乎所有其他东西都感兴趣。</blockquote></p><p> A shift got under way last year as the coronavirus pandemic took hold. Sequential growth in accounts at brokers such as Charles Schwab Corp.SCHW,+0.98%that cater to individual investors “was remarkable” at the end of the second quarter of 2020 and was followed by a major surge in growth in the following quarter, said Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, in a Feb. 2 note.</p><p><blockquote>去年，随着冠状病毒大流行的蔓延，一种转变开始了。Lori表示，2020年第二季度末，嘉信理财(Charles Schwab Corp.SCHW,+0.98%等迎合个人投资者的经纪商的账户环比增长“令人瞩目”，随后在接下来的一个季度出现大幅增长。加拿大皇家银行资本市场美国股票策略主管卡尔瓦西纳(Lori Calvasina)在2月2日的一份报告中。</blockquote></p><p> At the same time Google searches for “day trading” were also on the rise, she noted (see charts below).</p><p><blockquote>她指出，与此同时，谷歌上“日内交易”的搜索量也在上升（见下图）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abaf0f0e954b8c180c43870b72f55252\" tg-width=\"1260\" tg-height=\"655\"><span>RBC CAPITAL MARKETS</span></p><p><blockquote><p class=\"t-img-caption\"><span>加拿大皇家银行资本市场</span></p></blockquote></p><p> Calvasina and others acknowledged that a combination of lockdown-related boredom and stimulus checks from the U.S. government likely played a role in the uptick in individual investing interest.</p><p><blockquote>卡尔瓦西纳和其他人承认，与封锁相关的无聊和美国政府的刺激检查的结合可能在个人投资兴趣的上升中发挥了作用。</blockquote></p><p> The jury is out on whether that enthusiasm will endure, said Ed Clissold, chief U.S. strategist at Ned Davis Research Group, in an interview. It’s unclear how much of the pickup in retail trading merely reflects individuals throwing extra money via stimulus checks at the market, he said.</p><p><blockquote>Ned Davis Research Group首席美国策略师Ed Clissold在接受采访时表示，这种热情是否会持续还没有定论。他说，目前尚不清楚零售交易的回升有多少仅仅反映了个人通过刺激支票向市场投入额外资金。</blockquote></p><p> That sort of trading feels more like gambling than investing, he said, noting that “frothy” market action tends to fade quickly away.</p><p><blockquote>他说，这种交易感觉更像是赌博而不是投资，并指出“泡沫”市场行为往往会很快消失。</blockquote></p><p> No doubt, day traders who jumped on the GameStop rally in a big way and listened to pleas on Reddit’s WallStreetBets forum to hold the line were left to suffer ugly losses. Some market watchers fear that the bubble-like activity in so-called meme stocks could end up scaring away individual investors, nipping any resurgence in the bud.</p><p><blockquote>毫无疑问，那些在游戏驿站反弹中大举买入并听取Reddit WallStreetBets论坛上坚持己见的日内交易者将遭受惨重的损失。一些市场观察人士担心，所谓模因股票的泡沫般的活动最终可能会吓跑个人投资者，将任何复苏扼杀在萌芽状态。</blockquote></p><p> But others argued that many individual investors, whose ranks aren’t made up soley of rapid-fire day traders, were likely to stick around.</p><p><blockquote>但其他人则认为，许多个人投资者可能会留下来，他们的队伍不仅仅是快速的日内交易者。</blockquote></p><p> <b>‘Structural change’</b></p><p><blockquote><b>“结构性变化”</b></blockquote></p><p> Calvasina said RBC suspects a “structural change may be afoot and that retail investors are likely to remain bigger players in the U.S. equity market going forward.”</p><p><blockquote>卡尔瓦西纳表示，加拿大皇家银行怀疑“结构性变化可能正在发生，散户投资者未来可能仍将是美国股市中更大的参与者。”</blockquote></p><p> If so, that will require an attitude adjustment by Wall Street pros, who got used to paying little attention to individual investors.</p><p><blockquote>如果是这样，这将需要华尔街专业人士调整态度，他们习惯于很少关注个人投资者。</blockquote></p><p> After all, powerful waves of passive and systematic investment had rendered individual investors largely irrelevant to analysts cooking up market forecasts, wrote strategists at Société Générale, in a Thursday note.</p><p><blockquote>法国兴业银行策略师在周四的一份报告中写道，毕竟，强大的被动和系统性投资浪潮使个人投资者在很大程度上与分析师炮制市场预测无关。</blockquote></p><p> But the market volatility created by the GameStop situation served as a wake-up call, the analysts said.</p><p><blockquote>但分析师表示，游戏驿站局势造成的市场波动是一个唤醒看涨期权。</blockquote></p><p> While GameStop and other heavily shorted names soared, hedge funds and other investors were seen liquidating long positions elsewhere, to take profits and cover losses, putting pressure on equities markets. Major benchmarks ended January on a sour note, with the Dow Jones Industrial AverageDJIA,+0.30%,S&amp;P 500SPX,+0.39%and Nasdaq CompositeCOMP,+0.57%logging their largest weekly declines since October.</p><p><blockquote>尽管游戏驿站和其他被严重做空的公司股价飙升，但对冲基金和其他投资者却在其他地方平仓多头头寸，以获利了结并弥补损失，给股市带来压力。主要基准指数1月份收盘表现不佳，道琼斯工业平均指数DJIA上涨0.30%，标准普尔500SPX上涨0.39%，纳斯达克综合指数上涨0.57%，创下10月份以来的最大单周跌幅。</blockquote></p><p> U.S. stocks roared back in the past week, however, with the S&amp;P 500 and Nasdaqscoring all-time highsas GameStop tumbled more than 80%.</p><p><blockquote>然而，美国股市在过去一周大幅反弹，标普500和纳斯达克指数创下历史新高，而游戏驿站则暴跌超过80%。</blockquote></p><p> The SocGen analysts said increased retail interest in the markets is part of a broader trend that has seen individual investors driving demand for investments that take environmental, social and corporate governance, or ESG, standards into account.</p><p><blockquote>法国兴业银行分析师表示，散户对市场兴趣的增加是更广泛趋势的一部分，个人投资者推动了对考虑环境、社会和公司治理（ESG）标准的投资的需求。</blockquote></p><p> “Rather than criticizing retail investors and their behavioral pattens, it is better to slot them into the money equation,” they wrote. “After all, it is not only office workers who are locked down at home on snowy days but also very active day traders with access to inexpensive platforms.”</p><p><blockquote>他们写道：“与其批评散户投资者及其行为模式，不如将他们纳入金钱等式。”“毕竟，下雪天被锁在家里的不仅是上班族，还有非常活跃的日内交易者，他们可以访问廉价的平台。”</blockquote></p><p> Cabin fever, however, is hardly the only factor seen driving the renewed interest in the market by individual investors.</p><p><blockquote>然而，幽居病并不是推动个人投资者对市场重新产生兴趣的唯一因素。</blockquote></p><p> <b>Leveling the field</b></p><p><blockquote><b>平整场地</b></blockquote></p><p> Some individual investors who previously shunned equities might finally be succumbing to the notion that ultralow yields on bonds and elsewhere leave little alternative to the stock market. Equities still look attractive when it comes to dividend or earnings yields, Konstantinos said.</p><p><blockquote>一些以前回避股票的个人投资者可能最终会屈服于这样一种观念，即债券和其他领域的超低收益率除了股市之外别无选择。康斯坦丁诺斯表示，就股息或盈利收益率而言，股票看起来仍然具有吸引力。</blockquote></p><p></p><p> Moreover, there’s the leveling of the playing field between institutional and individual investors over the past few decades. Regulation FD (for “full disclosure’) and other regulatory changes as well as the rise of low-fee trading platforms have put individual investors “on a closer footing to institutional investors than at any other time in history,” he said.</p><p><blockquote>此外，过去几十年来，机构投资者和个人投资者之间的竞争环境是公平的。他表示，FD监管（“全面披露”）和其他监管变化以及低费用交易平台的兴起使个人投资者“比历史上任何时候都更接近机构投资者”。</blockquote></p><p> Indeed, some market watchers have argued that the conventional branding of individual investors as the “dumb money” looks increasingly misguided, particularly after the GameStop episode showed supposedly “smart money” investors shorting more than 100% of the company’s stock, leaving them wide open to a painful short squeeze.</p><p><blockquote>事实上，一些市场观察人士认为，将个人投资者称为“愚蠢的钱”的传统品牌看起来越来越被误导，特别是在游戏驿站事件显示所谓的“聪明的钱”投资者做空了该公司100%以上的股票之后，他们陷入了困境。痛苦的轧空。</blockquote></p><p> Calvasina noted that some of the more well-known trades pursued by individual investors over the past year — buying stocks in the middle of a recession, buying airlines and cruise lines last summer, and implementing short squeezes this winter — come from a playbook that’s been largely abandoned by institutional investors over the past decade in favor of growth-, momentum- and quality-investing strategies.</p><p><blockquote>卡尔瓦西纳指出，个人投资者在过去一年中进行的一些更知名的交易——在经济衰退中购买股票、去年夏天购买航空公司和邮轮公司以及今年冬天实施空头挤压——来自过去十年，机构投资者基本上放弃了增长、动量和质量投资策略。</blockquote></p><p> On that point, highly shorted names have outperformed the market since the March 23 lows when it comes to both small- and large-cap stocks, a development that typically occurs after the market has put in a mid-recession low, she noted.</p><p><blockquote>她指出，在这一点上，自3月23日低点以来，无论是小盘股还是大盘股，被高度做空的股票的表现都优于市场，这种发展通常发生在市场陷入衰退中期低点之后。</blockquote></p><p> Still, the frenzy in retail trading that surrounded the short squeeze on GameStop and a handful of other heavily shorted small-cap stocks raised a red flag to investors on the lookout for the sort of froth that signals a rally is entering the sort of euphoric phase typically followed by a pullback.</p><p><blockquote>尽管如此，围绕游戏驿站和其他一些被严重做空的小盘股的空头挤压的散户交易的狂热向投资者发出了危险信号，他们正在寻找泡沫，这表明反弹正在进入欣快阶段。阶段通常会出现回调。</blockquote></p><p> <b>Next leg?</b></p><p><blockquote><b>下一站？</b></blockquote></p><p> While that may prove to be the case in the near term, some investors contend a sustained pickup in active individual investing interest could help drive the next leg of a bull market.</p><p><blockquote>虽然短期内情况可能会如此，但一些投资者认为，活跃的个人投资兴趣持续回升可能有助于推动牛市的下一阶段。</blockquote></p><p> Individual investors could continue to fuel interest in more value-oriented, smaller capitalization and higher volatility names, Konstantinos said.</p><p><blockquote>康斯坦丁诺斯表示，个人投资者可能会继续激发对更具价值导向、市值较小、波动性较高的股票的兴趣。</blockquote></p><p> And sustained interest in individual securities could mean more “dispersion,” or variation in returns between individual stocks and sectors, said Clissold — an element that was missing over the past decade to the pain of active fund managers.</p><p><blockquote>克里索尔德表示，对个别证券的持续兴趣可能意味着个股和行业之间回报的更多“分散”或差异——这是过去十年中让主动型基金经理痛苦的缺失因素。</blockquote></p><p> Calvasina argued that retail interest in specific stocks is likely to ebb and flow, as it has done over the past year, but probably won’t fade away.</p><p><blockquote>卡尔瓦西纳认为，散户对特定股票的兴趣可能会像过去一年那样潮起潮落，但可能不会消失。</blockquote></p><p> “Unless the door closes (i.e. through a major regulatory change), we fail to see why retail investor interest in trading specific names will completely go way given how elevated cash on the sidelines is among consumers,” she wrote.</p><p><blockquote>她写道：“除非大门关闭（即通过重大监管变化），否则考虑到消费者的观望现金水平大幅提高，我们不明白为什么散户投资者对交易特定名称的兴趣会完全消失。”</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Individual investors are back — here’s what it means for the stock market<blockquote>个人投资者回来了——这对股市意味着什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\nIndividual investors are back — here’s what it means for the stock market<blockquote>个人投资者回来了——这对股市意味着什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-08 18:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There’s more to the retail revival than GameStop</p><p><blockquote>零售业的复兴不仅仅是游戏驿站</blockquote></p><p> Look who’s back.</p><p><blockquote>看看谁回来了。</blockquote></p><p> After a long absence, active individual investors have returned. While breakneck and foolhardy trading activity in shares of GameStop Corp.GME,+19.20%has dominated the headlines, unanswered questions remain as to whether a broader resurgence in retail trading will last and what it will mean for the stock market as U.S. benchmark indexes march to all-time highs.</p><p><blockquote>久违之后，活跃的个人投资者又回来了。尽管游戏驿站公司GME(+19.20%)股票的极快和鲁莽的交易活动占据了头条新闻，但零售交易的更广泛复苏是否会持续，以及随着美国基准指数的上涨，这对股市意味着什么，这些问题仍然悬而未决。三月创下历史新高。</blockquote></p><p> <b>The comeback</b></p><p><blockquote><b>复出</b></blockquote></p><p> It’s been a long time coming.</p><p><blockquote>已经等了很久了。</blockquote></p><p> The stock market put in a historic rally over the past decade “without any prominent retail interest in it,” said Chris Konstantinos, chief investment strategist at RiverFront Investment Group, in an interview.</p><p><blockquote>RiverFront Investment Group首席投资策略师克里斯·康斯坦丁诺斯(Chris Konstantinos)在接受采访时表示，过去十年股市出现了历史性反弹，“但散户对此没有任何明显的兴趣”。</blockquote></p><p> He noted that total bond fund flows have outpaced stock flows by nearly $3 trillion since 2007. In fact, individual investors appeared interested in almost anything else, from real estate to cryptocurrencies, Konstantinos said.</p><p><blockquote>他指出，自2007年以来，债券资金流量总额已超过股票流量近3万亿美元。康斯坦丁诺斯表示，事实上，个人投资者似乎对从房地产到加密货币的几乎所有其他东西都感兴趣。</blockquote></p><p> A shift got under way last year as the coronavirus pandemic took hold. Sequential growth in accounts at brokers such as Charles Schwab Corp.SCHW,+0.98%that cater to individual investors “was remarkable” at the end of the second quarter of 2020 and was followed by a major surge in growth in the following quarter, said Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, in a Feb. 2 note.</p><p><blockquote>去年，随着冠状病毒大流行的蔓延，一种转变开始了。Lori表示，2020年第二季度末，嘉信理财(Charles Schwab Corp.SCHW,+0.98%等迎合个人投资者的经纪商的账户环比增长“令人瞩目”，随后在接下来的一个季度出现大幅增长。加拿大皇家银行资本市场美国股票策略主管卡尔瓦西纳(Lori Calvasina)在2月2日的一份报告中。</blockquote></p><p> At the same time Google searches for “day trading” were also on the rise, she noted (see charts below).</p><p><blockquote>她指出，与此同时，谷歌上“日内交易”的搜索量也在上升（见下图）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abaf0f0e954b8c180c43870b72f55252\" tg-width=\"1260\" tg-height=\"655\"><span>RBC CAPITAL MARKETS</span></p><p><blockquote><p class=\"t-img-caption\"><span>加拿大皇家银行资本市场</span></p></blockquote></p><p> Calvasina and others acknowledged that a combination of lockdown-related boredom and stimulus checks from the U.S. government likely played a role in the uptick in individual investing interest.</p><p><blockquote>卡尔瓦西纳和其他人承认，与封锁相关的无聊和美国政府的刺激检查的结合可能在个人投资兴趣的上升中发挥了作用。</blockquote></p><p> The jury is out on whether that enthusiasm will endure, said Ed Clissold, chief U.S. strategist at Ned Davis Research Group, in an interview. It’s unclear how much of the pickup in retail trading merely reflects individuals throwing extra money via stimulus checks at the market, he said.</p><p><blockquote>Ned Davis Research Group首席美国策略师Ed Clissold在接受采访时表示，这种热情是否会持续还没有定论。他说，目前尚不清楚零售交易的回升有多少仅仅反映了个人通过刺激支票向市场投入额外资金。</blockquote></p><p> That sort of trading feels more like gambling than investing, he said, noting that “frothy” market action tends to fade quickly away.</p><p><blockquote>他说，这种交易感觉更像是赌博而不是投资，并指出“泡沫”市场行为往往会很快消失。</blockquote></p><p> No doubt, day traders who jumped on the GameStop rally in a big way and listened to pleas on Reddit’s WallStreetBets forum to hold the line were left to suffer ugly losses. Some market watchers fear that the bubble-like activity in so-called meme stocks could end up scaring away individual investors, nipping any resurgence in the bud.</p><p><blockquote>毫无疑问，那些在游戏驿站反弹中大举买入并听取Reddit WallStreetBets论坛上坚持己见的日内交易者将遭受惨重的损失。一些市场观察人士担心，所谓模因股票的泡沫般的活动最终可能会吓跑个人投资者，将任何复苏扼杀在萌芽状态。</blockquote></p><p> But others argued that many individual investors, whose ranks aren’t made up soley of rapid-fire day traders, were likely to stick around.</p><p><blockquote>但其他人则认为，许多个人投资者可能会留下来，他们的队伍不仅仅是快速的日内交易者。</blockquote></p><p> <b>‘Structural change’</b></p><p><blockquote><b>“结构性变化”</b></blockquote></p><p> Calvasina said RBC suspects a “structural change may be afoot and that retail investors are likely to remain bigger players in the U.S. equity market going forward.”</p><p><blockquote>卡尔瓦西纳表示，加拿大皇家银行怀疑“结构性变化可能正在发生，散户投资者未来可能仍将是美国股市中更大的参与者。”</blockquote></p><p> If so, that will require an attitude adjustment by Wall Street pros, who got used to paying little attention to individual investors.</p><p><blockquote>如果是这样，这将需要华尔街专业人士调整态度，他们习惯于很少关注个人投资者。</blockquote></p><p> After all, powerful waves of passive and systematic investment had rendered individual investors largely irrelevant to analysts cooking up market forecasts, wrote strategists at Société Générale, in a Thursday note.</p><p><blockquote>法国兴业银行策略师在周四的一份报告中写道，毕竟，强大的被动和系统性投资浪潮使个人投资者在很大程度上与分析师炮制市场预测无关。</blockquote></p><p> But the market volatility created by the GameStop situation served as a wake-up call, the analysts said.</p><p><blockquote>但分析师表示，游戏驿站局势造成的市场波动是一个唤醒看涨期权。</blockquote></p><p> While GameStop and other heavily shorted names soared, hedge funds and other investors were seen liquidating long positions elsewhere, to take profits and cover losses, putting pressure on equities markets. Major benchmarks ended January on a sour note, with the Dow Jones Industrial AverageDJIA,+0.30%,S&amp;P 500SPX,+0.39%and Nasdaq CompositeCOMP,+0.57%logging their largest weekly declines since October.</p><p><blockquote>尽管游戏驿站和其他被严重做空的公司股价飙升，但对冲基金和其他投资者却在其他地方平仓多头头寸，以获利了结并弥补损失，给股市带来压力。主要基准指数1月份收盘表现不佳，道琼斯工业平均指数DJIA上涨0.30%，标准普尔500SPX上涨0.39%，纳斯达克综合指数上涨0.57%，创下10月份以来的最大单周跌幅。</blockquote></p><p> U.S. stocks roared back in the past week, however, with the S&amp;P 500 and Nasdaqscoring all-time highsas GameStop tumbled more than 80%.</p><p><blockquote>然而，美国股市在过去一周大幅反弹，标普500和纳斯达克指数创下历史新高，而游戏驿站则暴跌超过80%。</blockquote></p><p> The SocGen analysts said increased retail interest in the markets is part of a broader trend that has seen individual investors driving demand for investments that take environmental, social and corporate governance, or ESG, standards into account.</p><p><blockquote>法国兴业银行分析师表示，散户对市场兴趣的增加是更广泛趋势的一部分，个人投资者推动了对考虑环境、社会和公司治理（ESG）标准的投资的需求。</blockquote></p><p> “Rather than criticizing retail investors and their behavioral pattens, it is better to slot them into the money equation,” they wrote. “After all, it is not only office workers who are locked down at home on snowy days but also very active day traders with access to inexpensive platforms.”</p><p><blockquote>他们写道：“与其批评散户投资者及其行为模式，不如将他们纳入金钱等式。”“毕竟，下雪天被锁在家里的不仅是上班族，还有非常活跃的日内交易者，他们可以访问廉价的平台。”</blockquote></p><p> Cabin fever, however, is hardly the only factor seen driving the renewed interest in the market by individual investors.</p><p><blockquote>然而，幽居病并不是推动个人投资者对市场重新产生兴趣的唯一因素。</blockquote></p><p> <b>Leveling the field</b></p><p><blockquote><b>平整场地</b></blockquote></p><p> Some individual investors who previously shunned equities might finally be succumbing to the notion that ultralow yields on bonds and elsewhere leave little alternative to the stock market. Equities still look attractive when it comes to dividend or earnings yields, Konstantinos said.</p><p><blockquote>一些以前回避股票的个人投资者可能最终会屈服于这样一种观念，即债券和其他领域的超低收益率除了股市之外别无选择。康斯坦丁诺斯表示，就股息或盈利收益率而言，股票看起来仍然具有吸引力。</blockquote></p><p></p><p> Moreover, there’s the leveling of the playing field between institutional and individual investors over the past few decades. Regulation FD (for “full disclosure’) and other regulatory changes as well as the rise of low-fee trading platforms have put individual investors “on a closer footing to institutional investors than at any other time in history,” he said.</p><p><blockquote>此外，过去几十年来，机构投资者和个人投资者之间的竞争环境是公平的。他表示，FD监管（“全面披露”）和其他监管变化以及低费用交易平台的兴起使个人投资者“比历史上任何时候都更接近机构投资者”。</blockquote></p><p> Indeed, some market watchers have argued that the conventional branding of individual investors as the “dumb money” looks increasingly misguided, particularly after the GameStop episode showed supposedly “smart money” investors shorting more than 100% of the company’s stock, leaving them wide open to a painful short squeeze.</p><p><blockquote>事实上，一些市场观察人士认为，将个人投资者称为“愚蠢的钱”的传统品牌看起来越来越被误导，特别是在游戏驿站事件显示所谓的“聪明的钱”投资者做空了该公司100%以上的股票之后，他们陷入了困境。痛苦的轧空。</blockquote></p><p> Calvasina noted that some of the more well-known trades pursued by individual investors over the past year — buying stocks in the middle of a recession, buying airlines and cruise lines last summer, and implementing short squeezes this winter — come from a playbook that’s been largely abandoned by institutional investors over the past decade in favor of growth-, momentum- and quality-investing strategies.</p><p><blockquote>卡尔瓦西纳指出，个人投资者在过去一年中进行的一些更知名的交易——在经济衰退中购买股票、去年夏天购买航空公司和邮轮公司以及今年冬天实施空头挤压——来自过去十年，机构投资者基本上放弃了增长、动量和质量投资策略。</blockquote></p><p> On that point, highly shorted names have outperformed the market since the March 23 lows when it comes to both small- and large-cap stocks, a development that typically occurs after the market has put in a mid-recession low, she noted.</p><p><blockquote>她指出，在这一点上，自3月23日低点以来，无论是小盘股还是大盘股，被高度做空的股票的表现都优于市场，这种发展通常发生在市场陷入衰退中期低点之后。</blockquote></p><p> Still, the frenzy in retail trading that surrounded the short squeeze on GameStop and a handful of other heavily shorted small-cap stocks raised a red flag to investors on the lookout for the sort of froth that signals a rally is entering the sort of euphoric phase typically followed by a pullback.</p><p><blockquote>尽管如此，围绕游戏驿站和其他一些被严重做空的小盘股的空头挤压的散户交易的狂热向投资者发出了危险信号，他们正在寻找泡沫，这表明反弹正在进入欣快阶段。阶段通常会出现回调。</blockquote></p><p> <b>Next leg?</b></p><p><blockquote><b>下一站？</b></blockquote></p><p> While that may prove to be the case in the near term, some investors contend a sustained pickup in active individual investing interest could help drive the next leg of a bull market.</p><p><blockquote>虽然短期内情况可能会如此，但一些投资者认为，活跃的个人投资兴趣持续回升可能有助于推动牛市的下一阶段。</blockquote></p><p> Individual investors could continue to fuel interest in more value-oriented, smaller capitalization and higher volatility names, Konstantinos said.</p><p><blockquote>康斯坦丁诺斯表示，个人投资者可能会继续激发对更具价值导向、市值较小、波动性较高的股票的兴趣。</blockquote></p><p> And sustained interest in individual securities could mean more “dispersion,” or variation in returns between individual stocks and sectors, said Clissold — an element that was missing over the past decade to the pain of active fund managers.</p><p><blockquote>克里索尔德表示，对个别证券的持续兴趣可能意味着个股和行业之间回报的更多“分散”或差异——这是过去十年中让主动型基金经理痛苦的缺失因素。</blockquote></p><p> Calvasina argued that retail interest in specific stocks is likely to ebb and flow, as it has done over the past year, but probably won’t fade away.</p><p><blockquote>卡尔瓦西纳认为，散户对特定股票的兴趣可能会像过去一年那样潮起潮落，但可能不会消失。</blockquote></p><p> “Unless the door closes (i.e. through a major regulatory change), we fail to see why retail investor interest in trading specific names will completely go way given how elevated cash on the sidelines is among consumers,” she wrote.</p><p><blockquote>她写道：“除非大门关闭（即通过重大监管变化），否则考虑到消费者的观望现金水平大幅提高，我们不明白为什么散户投资者对交易特定名称的兴趣会完全消失。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/individual-investors-are-back-heres-what-it-means-for-the-stock-market-11612557558?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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/story/individual-investors-are-back-heres-what-it-means-for-the-stock-market-11612557558?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1105339151","content_text":"There’s more to the retail revival than GameStop\nLook who’s back.\nAfter a long absence, active individual investors have returned. While breakneck and foolhardy trading activity in shares of GameStop Corp.GME,+19.20%has dominated the headlines, unanswered questions remain as to whether a broader resurgence in retail trading will last and what it will mean for the stock market as U.S. benchmark indexes march to all-time highs.\nThe comeback\nIt’s been a long time coming.\nThe stock market put in a historic rally over the past decade “without any prominent retail interest in it,” said Chris Konstantinos, chief investment strategist at RiverFront Investment Group, in an interview.\nHe noted that total bond fund flows have outpaced stock flows by nearly $3 trillion since 2007. In fact, individual investors appeared interested in almost anything else, from real estate to cryptocurrencies, Konstantinos said.\nA shift got under way last year as the coronavirus pandemic took hold. Sequential growth in accounts at brokers such as Charles Schwab Corp.SCHW,+0.98%that cater to individual investors “was remarkable” at the end of the second quarter of 2020 and was followed by a major surge in growth in the following quarter, said Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, in a Feb. 2 note.\nAt the same time Google searches for “day trading” were also on the rise, she noted (see charts below).\nRBC CAPITAL MARKETS\nCalvasina and others acknowledged that a combination of lockdown-related boredom and stimulus checks from the U.S. government likely played a role in the uptick in individual investing interest.\nThe jury is out on whether that enthusiasm will endure, said Ed Clissold, chief U.S. strategist at Ned Davis Research Group, in an interview. It’s unclear how much of the pickup in retail trading merely reflects individuals throwing extra money via stimulus checks at the market, he said.\nThat sort of trading feels more like gambling than investing, he said, noting that “frothy” market action tends to fade quickly away.\nNo doubt, day traders who jumped on the GameStop rally in a big way and listened to pleas on Reddit’s WallStreetBets forum to hold the line were left to suffer ugly losses. Some market watchers fear that the bubble-like activity in so-called meme stocks could end up scaring away individual investors, nipping any resurgence in the bud.\nBut others argued that many individual investors, whose ranks aren’t made up soley of rapid-fire day traders, were likely to stick around.\n‘Structural change’\nCalvasina said RBC suspects a “structural change may be afoot and that retail investors are likely to remain bigger players in the U.S. equity market going forward.”\nIf so, that will require an attitude adjustment by Wall Street pros, who got used to paying little attention to individual investors.\nAfter all, powerful waves of passive and systematic investment had rendered individual investors largely irrelevant to analysts cooking up market forecasts, wrote strategists at Société Générale, in a Thursday note.\nBut the market volatility created by the GameStop situation served as a wake-up call, the analysts said.\nWhile GameStop and other heavily shorted names soared, hedge funds and other investors were seen liquidating long positions elsewhere, to take profits and cover losses, putting pressure on equities markets. Major benchmarks ended January on a sour note, with the Dow Jones Industrial AverageDJIA,+0.30%,S&P 500SPX,+0.39%and Nasdaq CompositeCOMP,+0.57%logging their largest weekly declines since October.\nU.S. stocks roared back in the past week, however, with the S&P 500 and Nasdaqscoring all-time highsas GameStop tumbled more than 80%.\nThe SocGen analysts said increased retail interest in the markets is part of a broader trend that has seen individual investors driving demand for investments that take environmental, social and corporate governance, or ESG, standards into account.\n“Rather than criticizing retail investors and their behavioral pattens, it is better to slot them into the money equation,” they wrote. “After all, it is not only office workers who are locked down at home on snowy days but also very active day traders with access to inexpensive platforms.”\nCabin fever, however, is hardly the only factor seen driving the renewed interest in the market by individual investors.\nLeveling the field\nSome individual investors who previously shunned equities might finally be succumbing to the notion that ultralow yields on bonds and elsewhere leave little alternative to the stock market. Equities still look attractive when it comes to dividend or earnings yields, Konstantinos said.\nMoreover, there’s the leveling of the playing field between institutional and individual investors over the past few decades. Regulation FD (for “full disclosure’) and other regulatory changes as well as the rise of low-fee trading platforms have put individual investors “on a closer footing to institutional investors than at any other time in history,” he said.\nIndeed, some market watchers have argued that the conventional branding of individual investors as the “dumb money” looks increasingly misguided, particularly after the GameStop episode showed supposedly “smart money” investors shorting more than 100% of the company’s stock, leaving them wide open to a painful short squeeze.\nCalvasina noted that some of the more well-known trades pursued by individual investors over the past year — buying stocks in the middle of a recession, buying airlines and cruise lines last summer, and implementing short squeezes this winter — come from a playbook that’s been largely abandoned by institutional investors over the past decade in favor of growth-, momentum- and quality-investing strategies.\nOn that point, highly shorted names have outperformed the market since the March 23 lows when it comes to both small- and large-cap stocks, a development that typically occurs after the market has put in a mid-recession low, she noted.\nStill, the frenzy in retail trading that surrounded the short squeeze on GameStop and a handful of other heavily shorted small-cap stocks raised a red flag to investors on the lookout for the sort of froth that signals a rally is entering the sort of euphoric phase typically followed by a pullback.\nNext leg?\nWhile that may prove to be the case in the near term, some investors contend a sustained pickup in active individual investing interest could help drive the next leg of a bull market.\nIndividual investors could continue to fuel interest in more value-oriented, smaller capitalization and higher volatility names, Konstantinos said.\nAnd sustained interest in individual securities could mean more “dispersion,” or variation in returns between individual stocks and sectors, said Clissold — an element that was missing over the past decade to the pain of active fund managers.\nCalvasina argued that retail interest in specific stocks is likely to ebb and flow, as it has done over the past year, but probably won’t fade away.\n“Unless the door closes (i.e. through a major regulatory change), we fail to see why retail investor interest in trading specific names will completely go way given how elevated cash on the sidelines is among consumers,” she wrote.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385646040,"gmtCreate":1613549220180,"gmtModify":1634553207435,"author":{"id":"3570016994730046","authorId":"3570016994730046","name":"boatboat","avatar":"https://static.tigerbbs.com/8cfa47d691f414bbc2360c3da5f1e66f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570016994730046","idStr":"3570016994730046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>TO THE MOON","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>TO THE MOON","text":"$Churchill Capital Corp IV(CCIV)$TO THE 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