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JeremiasLiew

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2021-06-15

Lol

Michael "Big Short" Burry: This Is The Greatest Bubble Of All Time In All Things "By Two Orders Of Magnitude"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</blockquote>

2021-03-26

Lol

The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>

2021-03-25

Lol

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2021-03-16

Sure....

抱歉，原内容已删除

2021-03-15

Lol

抱歉，原内容已删除

2021-03-11

Ok

US Daylight Saving Time<blockquote>美国夏令时</blockquote>

2021-03-11

Lol

Oracle’s results may not justify investors’ big cloud optimism<blockquote>甲骨文的业绩可能无法证明投资者对云计算的乐观态度是合理的</blockquote>

2021-03-10

Lol

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2021-03-08

Lol

Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨的理由吗？</blockquote>

2021-03-07

Lol

Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>

2021-03-06

Lol

Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>

2021-03-05

Lol

Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>

2021-03-03

Sigh

U.S. stocks slip as economic data disappoints and bond yields spike<blockquote>由于经济数据令人失望和债券收益率飙升，美国股市下跌</blockquote>

2021-02-27

Lol

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2021-02-18

Lol

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2021-02-07

Singapore market is really so sad.... -.-

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23:16","market":"us","language":"en","title":"Michael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147269544","media":"zerohedge","summary":"Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he p","content":"<p>Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically its<b>hyperinflation, as the blueprint for what comes next</b>in a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that<b>:</b></p><p><blockquote>今年早些时候，“大空头”迈克尔·伯里证实了美国银行最大的担忧，因为他谈到了魏玛德国的主题，特别是其<b>恶性通货膨胀，作为下一步的蓝图</b>在一篇冗长的推特风暴中，大量抄袭了帕森的开创性工作，警告说<b>：</b></blockquote></p><p> <b>\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery</b>. Trillions more stimulus &amp; re-opening to boost demand as employee and supply chain costs skyrocket.\"</p><p><blockquote><b>“美国政府正在以其带有MMT色彩的政策引发通胀。强劲的债务/GDP、M2增加，而零售销售、PMI第五阶段复苏</b>.随着员工和供应链成本飙升，数万亿美元的刺激措施和重新开放以提振需求。”</blockquote></p><p> #ParadigmShift</p><p><blockquote>#范式转变</blockquote></p><p> \"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"</p><p><blockquote>“通货膨胀在成熟阶段的生活是一个悖论，它有自己明确无误的特征。一个是巨大的财富，至少是那些受到繁荣青睐的人。许多巨大的财富在一夜之间涌现出来……城市里有一群漫无目的、肆意妄为的年轻人。”</blockquote></p><p> \"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.</p><p><blockquote>“德国物价平稳，商业和股市都很繁荣。马克对美元和其他货币的汇率实际上一度上升，马克在通货膨胀前夕一时成为世界上最坚挺的货币”。</blockquote></p><p> <b>\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"</b></p><p><blockquote><b>“与财富并存的是贫困地区。更多的人留在轻松赚钱的外围，看进去却进不去。犯罪率飙升。”</b></blockquote></p><p> <b>\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"</b></p><p><blockquote><b>“当时的记录表明，普通人的士气逐渐低落，加上他们对无明显目的的极快节奏感到厌倦，他们害怕看到自己岌岌可危的地位下滑，而其他人却变得如此明显地富有。”</b></blockquote></p><p> \"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"</p><p><blockquote>“几乎任何一种企业都能赚钱。企业失败和破产的情况变得很少了。繁荣中止了正常的自然选择过程，否则不必要和无效的东西就会被剔除。”</blockquote></p><p> <b>\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"</b></p><p><blockquote><b>“单是投机，虽然没有增加德国的财富，但却成了德国最大的活动之一。加入快速赚钱的热潮几乎感染了所有阶层……从电梯操作员到现在，每个人都在玩市场。”</b></blockquote></p><p> \"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #<i>robinhooddown</i></p><p><blockquote>“柏林证券交易所的证券交易量变得如此之高，以至于金融业无法跟上文书工作的步伐……交易所不得不每周关闭几天来处理积压的交易。”#<i>罗宾汉</i></blockquote></p><p> \"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single&nbsp; newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"</p><p><blockquote>“1922年夏天世界上存在的所有马克，到1923年11月还不够买一份报纸或一张电车车票。这是崩溃的壮观之处，但货币财富的大部分真正损失在更早的时候就已经遭受了。”</blockquote></p><p> \"Throughout these years the structure was quietly building itself up for the blow.<b>Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"</b></p><p><blockquote>“这些年来，这个结构一直在悄悄地为打击做好准备。<b>德国的#通货膨胀周期不是一年，而是九年，其中八年是酝酿，只有一年是崩溃。”</b></blockquote></p><p> His punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"<b>2010-2021: Gestation</b>\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"</p><p><blockquote>他的笑点：以上是“写于1974年re：1914-1923”，然后做出不祥的推断“<b>2010-2021年：妊娠</b>“当美元可能从天而降时...管理团队变得富有创造力，最终承担更多风险..向投资者支付债务融资股息或投资高风险增长机会无疑击败了节俭心态。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c531b21050b42425510a30125935555e\" tg-width=\"500\" tg-height=\"395\">And, as if reading from the same playbook,<b>Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"</b>and if Jay Powell</p><p><blockquote>而且，就像是在读同一本剧本，<b>保罗·都铎·琼斯昨天警告说，事情“太疯狂了”</b>如果杰伊·鲍威尔</blockquote></p><p>   <i><b>“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"</b></i>  All of which led to Burry's latest tweet warning this morning...</p><p><blockquote><i><b>“对我来说，通货膨胀是暂时的……这种想法并不符合我看待世界的方式。”</b></i>所有这些导致了伯里今天早上的最新推文警告...</blockquote></p><p>   <i><b>\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.</b></i>#FlyingPigs360\"  <img src=\"https://static.tigerbbs.com/afafeb68134e031ca871659bd8dbc595\" tg-width=\"512\" tg-height=\"261\">In other words:<i><b>\"Brace!\"</b></i></p><p><blockquote><i><b>“人们总是问我市场上发生了什么。这很简单。有史以来最大的投机泡沫。两个数量级。</b></i>#FlyingPigs360”换句话说：<i><b>“撑住！”</b></i></blockquote></p><p> So what are you going to do about it?</p><p><blockquote>那你打算怎么办？</blockquote></p><p> Tudor Jones had some simple advice: \"<b>buy commodities, buy crypto, buy gold.\"</b></p><p><blockquote>都铎·琼斯有一些简单的建议：“<b>购买大宗商品、购买加密货币、购买黄金。”</b></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</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\">\nMichael \"Big Short\" Burry: This Is The Greatest Bubble Of All Time In All Things \"By Two Orders Of Magnitude\"<blockquote>“大空头”迈克尔·伯里：这是有史以来最大的泡沫，“高出两个数量级”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-15 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically its<b>hyperinflation, as the blueprint for what comes next</b>in a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that<b>:</b></p><p><blockquote>今年早些时候，“大空头”迈克尔·伯里证实了美国银行最大的担忧，因为他谈到了魏玛德国的主题，特别是其<b>恶性通货膨胀，作为下一步的蓝图</b>在一篇冗长的推特风暴中，大量抄袭了帕森的开创性工作，警告说<b>：</b></blockquote></p><p> <b>\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery</b>. Trillions more stimulus &amp; re-opening to boost demand as employee and supply chain costs skyrocket.\"</p><p><blockquote><b>“美国政府正在以其带有MMT色彩的政策引发通胀。强劲的债务/GDP、M2增加，而零售销售、PMI第五阶段复苏</b>.随着员工和供应链成本飙升，数万亿美元的刺激措施和重新开放以提振需求。”</blockquote></p><p> #ParadigmShift</p><p><blockquote>#范式转变</blockquote></p><p> \"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"</p><p><blockquote>“通货膨胀在成熟阶段的生活是一个悖论，它有自己明确无误的特征。一个是巨大的财富，至少是那些受到繁荣青睐的人。许多巨大的财富在一夜之间涌现出来……城市里有一群漫无目的、肆意妄为的年轻人。”</blockquote></p><p> \"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.</p><p><blockquote>“德国物价平稳，商业和股市都很繁荣。马克对美元和其他货币的汇率实际上一度上升，马克在通货膨胀前夕一时成为世界上最坚挺的货币”。</blockquote></p><p> <b>\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"</b></p><p><blockquote><b>“与财富并存的是贫困地区。更多的人留在轻松赚钱的外围，看进去却进不去。犯罪率飙升。”</b></blockquote></p><p> <b>\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"</b></p><p><blockquote><b>“当时的记录表明，普通人的士气逐渐低落，加上他们对无明显目的的极快节奏感到厌倦，他们害怕看到自己岌岌可危的地位下滑，而其他人却变得如此明显地富有。”</b></blockquote></p><p> \"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"</p><p><blockquote>“几乎任何一种企业都能赚钱。企业失败和破产的情况变得很少了。繁荣中止了正常的自然选择过程，否则不必要和无效的东西就会被剔除。”</blockquote></p><p> <b>\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"</b></p><p><blockquote><b>“单是投机，虽然没有增加德国的财富，但却成了德国最大的活动之一。加入快速赚钱的热潮几乎感染了所有阶层……从电梯操作员到现在，每个人都在玩市场。”</b></blockquote></p><p> \"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #<i>robinhooddown</i></p><p><blockquote>“柏林证券交易所的证券交易量变得如此之高，以至于金融业无法跟上文书工作的步伐……交易所不得不每周关闭几天来处理积压的交易。”#<i>罗宾汉</i></blockquote></p><p> \"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single&nbsp; newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"</p><p><blockquote>“1922年夏天世界上存在的所有马克，到1923年11月还不够买一份报纸或一张电车车票。这是崩溃的壮观之处，但货币财富的大部分真正损失在更早的时候就已经遭受了。”</blockquote></p><p> \"Throughout these years the structure was quietly building itself up for the blow.<b>Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"</b></p><p><blockquote>“这些年来，这个结构一直在悄悄地为打击做好准备。<b>德国的#通货膨胀周期不是一年，而是九年，其中八年是酝酿，只有一年是崩溃。”</b></blockquote></p><p> His punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"<b>2010-2021: Gestation</b>\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"</p><p><blockquote>他的笑点：以上是“写于1974年re：1914-1923”，然后做出不祥的推断“<b>2010-2021年：妊娠</b>“当美元可能从天而降时...管理团队变得富有创造力，最终承担更多风险..向投资者支付债务融资股息或投资高风险增长机会无疑击败了节俭心态。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c531b21050b42425510a30125935555e\" tg-width=\"500\" tg-height=\"395\">And, as if reading from the same playbook,<b>Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"</b>and if Jay Powell</p><p><blockquote>而且，就像是在读同一本剧本，<b>保罗·都铎·琼斯昨天警告说，事情“太疯狂了”</b>如果杰伊·鲍威尔</blockquote></p><p>   <i><b>“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"</b></i>  All of which led to Burry's latest tweet warning this morning...</p><p><blockquote><i><b>“对我来说，通货膨胀是暂时的……这种想法并不符合我看待世界的方式。”</b></i>所有这些导致了伯里今天早上的最新推文警告...</blockquote></p><p>   <i><b>\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.</b></i>#FlyingPigs360\"  <img src=\"https://static.tigerbbs.com/afafeb68134e031ca871659bd8dbc595\" tg-width=\"512\" tg-height=\"261\">In other words:<i><b>\"Brace!\"</b></i></p><p><blockquote><i><b>“人们总是问我市场上发生了什么。这很简单。有史以来最大的投机泡沫。两个数量级。</b></i>#FlyingPigs360”换句话说：<i><b>“撑住！”</b></i></blockquote></p><p> So what are you going to do about it?</p><p><blockquote>那你打算怎么办？</blockquote></p><p> Tudor Jones had some simple advice: \"<b>buy commodities, buy crypto, buy gold.\"</b></p><p><blockquote>都铎·琼斯有一些简单的建议：“<b>购买大宗商品、购买加密货币、购买黄金。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/michael-big-short-burry-greatest-bubble-all-time-all-things-two-orders-magnitude\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/michael-big-short-burry-greatest-bubble-all-time-all-things-two-orders-magnitude","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147269544","content_text":"Earlier this year, none other than Michael 'Big Short' Burry confirmedBofA's greatest fears, as he picked up on the theme of Weimar Germany and specifically itshyperinflation, as the blueprint for what comes nextin a lengthy tweetstorm cribbing generously fromParsson's seminal work, warning that:\n\"The US government is inviting inflation with its MMT-tinged policies. Brisk Debt/GDP, M2 increases while retail sales, PMI stage V recovery. Trillions more stimulus & re-opening to boost demand as employee and supply chain costs skyrocket.\"\n#ParadigmShift\n\"The life of the inflation in its ripening stage was a paradox which had its own unmistakable characteristics. One was the great wealth, at least of those favored by the boom..Many great fortunes sprang up overnight...The cities, had an aimless and wanton youth\"\n\"Prices in Germany were steady, and both business and the stock market were booming. The exchange rate of the mark against the dollar and other currencies actually rose for a time, and the mark was momentarily the strongest currency in the world\" on inflation's eve.\n\"Side by side with the wealth were the pockets of poverty. Greater numbers of people remained on the outside of the easy money, looking in but not able to enter. The crime rate soared.\"\n\"Accounts of the time tell of a progressive demoralization which crept over the common people, compounded of their weariness with the breakneck pace, to no visible purpose, and their fears from watching their own precarious positions slip while others grew so conspicuously rich.\"\n\"Almost any kind of business could make money. Business failures and bankruptcies became few. The boom suspended the normal processes of natural selection by which the nonessential and ineffective otherwise would have been culled out.\"\n\"Speculation alone, while adding nothing to Germany's wealth, became one of its largest activities. The fever to join in turning a quick mark infected nearly all classes..Everyone from the elevator operator up was playing the market.\"\n\"The volumes of turnover in securities on the Berlin Bourse became so high that the financial industry could not keep up with the paperwork...and the Bourse was obliged to close several days a week to work off the backlog\" #robinhooddown\n\"all the marks that existed in the world in the summer of 1922 were not worth enough, by November of 1923, to buy a single  newspaper or a tram ticket. That was the spectacular part of the collapse, but most of the real loss in money wealth had been suffered much earlier.\"\n\"Throughout these years the structure was quietly building itself up for the blow.Germany's #inflationcycle ran not for a year but for nine years, representing eight years of gestation and only one year of #collapse.\"\nHis punchline: the above was \"written in 1974 re: 1914-1923\" and then makes the ominous extrapolation that \"2010-2021: Gestation\" adding that \"when dollars might as well be falling from the sky...management teams get creative and ultimately take more risk.. paying out debt-financed dividends to investors or investing in risky growth opportunities has beaten a frugal mentality hands down.\"\nAnd, as if reading from the same playbook,Paul Tudor Jones warned yesterday that things are \"bat shit crazy\"and if Jay Powell\n\n“The idea that inflation is transitory, to me ... that one just doesn’t work the way I see the world.\"\n\nAll of which led to Burry's latest tweet warning this morning...\n\n\"People always ask me what is going on in the markets. It is simple. Greatest Speculative Bubble of All Time in All Things. By two orders of magnitude.#FlyingPigs360\"\n\nIn other words:\"Brace!\"\nSo what are you going to do about it?\nTudor Jones had some simple advice: \"buy commodities, buy crypto, buy gold.\"","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356029888,"gmtCreate":1616744747044,"gmtModify":1634524255278,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356029888","repostId":"1123246935","repostType":4,"repost":{"id":"1123246935","kind":"news","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=zh_CN&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1\">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":{"FTV":"Fortive Corporation","PH":"汉尼汾","ROK":"罗克韦尔自动化","PTC":"PTC Inc.","GE":"GE航空航天","SSNLF":"三星电子","EMR":"艾默生电气","INTC":"英特尔","HON":"霍尼韦尔","ETH":"低成本以太坊ETF-Grayscale","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","content_text":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlobal supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.\nThe situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.\nSuez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships and more than a billion tons of cargo pass through the canal each year.\nThe Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.\nSupply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.\nHoneywell International (ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”\nThe industrial conglomerate has a prominent aerospace business, among other operations.\n“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO Larry Culp told Barron’s in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.\n“Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”\n“More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.\nIn the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was breaking down a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.\nBank of America industrial analyst Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by Taiwan Semiconductor Manufacturing (TSM) and Samsung (005930. Korea).\nThe amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.\nFor investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving global economy and the opportunity to digitize all the data that industrial machinery generates, to offer better customer service and new products.\nObin sees the reshoring trend helping some stocks he rates at Buy, including Parker-Hannifin (PH),Rockwell Automation (ROK), Eaton (ETN), Fortive (FTV),Emerson Electric (EMR), and PTC (PTC).\nThose six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the S&P 500 and Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&P 500 are up about 25% over the same span.\nObin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.\nThe problem with the Suez Canal highlights how it can be better to do that closer to home.","news_type":1,"symbols_score_info":{"ETH":0.9,"SSNLF":0.9,"INTC":0.9,"PH":0.9,"FTV":0.9,"ROK":0.9,"TSM":0.9,"PTC":0.9,"EMR":0.9,"GE":0.9,"HON":0.9}},"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351762388,"gmtCreate":1616634562344,"gmtModify":1634524825092,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351762388","repostId":"1140740478","repostType":4,"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325878761,"gmtCreate":1615890268453,"gmtModify":1703494533780,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Sure....","listText":"Sure....","text":"Sure....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325878761","repostId":"1164075443","repostType":4,"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322886804,"gmtCreate":1615795387208,"gmtModify":1703493033383,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322886804","repostId":"1178106097","repostType":4,"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328999907,"gmtCreate":1615477559809,"gmtModify":1703489752952,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328999907","repostId":"1199156489","repostType":4,"repost":{"id":"1199156489","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615452861,"share":"https://www.laohu8.com/m/news/1199156489?lang=zh_CN&edition=full","pubTime":"2021-03-11 16:54","market":"us","language":"en","title":"US Daylight Saving Time<blockquote>美国夏令时</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199156489","media":"Tiger Newspress","summary":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving tim","content":"<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p><blockquote>从美国东部时间3月14日（本周日）02：00开始，北美地区进入夏令时，直到美国东部时间2021年11月7日02：00结束。</blockquote></p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><blockquote>于是，从3月14日周一开始，美国市场将在北美夏令时期间提前一小时开盘和收盘，即美国交易时间改为北京时间21:30至次日凌晨04:00，交易前时间为16:00至21:30，交易后时间为04:00至8:00。</blockquote></p><p><b>What is daylight saving time?</b></p><p><blockquote><b>什么是夏令时？</b></blockquote></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p><blockquote>夏令时是在夏季将时钟拨快一小时的做法，这样白天会持续更长时间到晚上。北美和欧洲的大部分地区遵循这一习俗，而其他地方的大多数国家则不这样做。</blockquote></p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p><p><blockquote>夏威夷、美属萨摩亚、关岛、波多黎各、美属维尔京群岛和亚利桑那州大部分地区不实行夏令时。坚持现状是义不容辞的责任。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Daylight Saving Time<blockquote>美国夏令时</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\">\nUS Daylight Saving Time<blockquote>美国夏令时</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-11 16:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p><blockquote>从美国东部时间3月14日（本周日）02：00开始，北美地区进入夏令时，直到美国东部时间2021年11月7日02：00结束。</blockquote></p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><blockquote>于是，从3月14日周一开始，美国市场将在北美夏令时期间提前一小时开盘和收盘，即美国交易时间改为北京时间21:30至次日凌晨04:00，交易前时间为16:00至21:30，交易后时间为04:00至8:00。</blockquote></p><p><b>What is daylight saving time?</b></p><p><blockquote><b>什么是夏令时？</b></blockquote></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p><blockquote>夏令时是在夏季将时钟拨快一小时的做法，这样白天会持续更长时间到晚上。北美和欧洲的大部分地区遵循这一习俗，而其他地方的大多数国家则不这样做。</blockquote></p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p><p><blockquote>夏威夷、美属萨摩亚、关岛、波多黎各、美属维尔京群岛和亚利桑那州大部分地区不实行夏令时。坚持现状是义不容辞的责任。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199156489","content_text":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving time,until 02:00 U.S. East time ends on November 7,2021.So,starting on Monday,March 14,the U.S. market will open and close one hour ahead of schedule during north american daylight saving time,i.e.,U.S. trading time will be changed to 21:30 beijing time to 04:00 a.m.the next day,pre-trade time will be 16:00 to 21:30,after-trade time will be 04:00 to 8:00.What is daylight saving time?The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321597966,"gmtCreate":1615449205455,"gmtModify":1703489181884,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321597966","repostId":"1180021584","repostType":4,"repost":{"id":"1180021584","kind":"news","pubTimestamp":1615447027,"share":"https://www.laohu8.com/m/news/1180021584?lang=zh_CN&edition=full","pubTime":"2021-03-11 15:17","market":"us","language":"en","title":"Oracle’s results may not justify investors’ big cloud optimism<blockquote>甲骨文的业绩可能无法证明投资者对云计算的乐观态度是合理的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180021584","media":"MarketWatch","summary":"Stock buybacks, dividends may be overshadowing middling growth in revenue\nThe financial results from","content":"<p>Stock buybacks, dividends may be overshadowing middling growth in revenue</p><p><blockquote>股票回购、股息可能会掩盖收入的适度增长</blockquote></p><p> The financial results from Oracle Corp. on Wednesday should have some investors wondering about its current lofty valuation.</p><p><blockquote>甲骨文公司周三公布的财务业绩应该会让一些投资者对其目前的高估值感到好奇。</blockquote></p><p> Oracle&nbsp;reported fiscal third-quarter results&nbsp;that were slightly better than Wall Street’s expectations, but its stock fell 5% in after-hours trading. It’s possible that after seeing&nbsp;the software giant on the cover of Barron’s last month&nbsp;touting its growth potential, they were disappointed with its actual total revenue growth of 3% in the quarter.</p><p><blockquote>甲骨文公布的第三财季业绩略好于华尔街预期，但其股价在盘后交易中下跌5%。上个月在《巴伦周刊》封面上看到这家软件巨头吹捧其增长潜力后，他们可能对其本季度3%的实际总收入增长感到失望。</blockquote></p><p> Its stock has surged nearly 50% in the past year, in part due to optimism that it has transformed into a cloud-computing player. But after&nbsp;Oracle revamped the way it broke down&nbsp;its businesses and combined its legacy software business with its cloud-services business, it’s tricky to tell exactly how much revenue is actually from the cloud.</p><p><blockquote>其股价在过去一年飙升了近50%，部分原因是人们对其转型为云计算参与者的乐观态度。但在甲骨文改变了业务分解方式并将传统软件业务与云服务业务相结合后，很难准确判断有多少收入实际上来自云。</blockquote></p><p> Oracle said revenue from cloud services and license support was up 5% to $7.3 billion in the quarter, making up 72% of the total. Chief Executive Safra Catz also told analysts on the company’s call that infrastructure cloud services now have an annualized revenue of more than $2 billion.</p><p><blockquote>甲骨文表示，本季度来自云服务和许可证支持的收入增长了5%，达到73亿美元，占总收入的72%。首席执行官Safra Catz还在公司看涨期权上告诉分析师，基础设施云服务现在的年化收入超过20亿美元。</blockquote></p><p> Based on Chairman Larry Ellison’s long list of new cloud customers on the call, Oracle appears to be making many gains in the ERP (enterprise resources software) cloud market, against its rival SAP AG.</p><p><blockquote>根据董事长Larry Ellison在看涨期权上列出的一长串新云客户，甲骨文似乎在ERP（企业资源软件）云市场上与其竞争对手SAP AG相比取得了许多进展。</blockquote></p><p> “SAP never rewrote their ERP system for the cloud,” Ellison said, as he explained what he said was an unprecedented migration of ERP customers from SAP to Oracle. “It’s that same 30-year-old code. They never rewrote their ERP system for the cloud and it’s too late for them to start now.”</p><p><blockquote>“SAP从未为云重写他们的ERP系统，”Ellison在解释他所说的ERP客户从SAP到Oracle的史无前例的迁移时说道。“这是同样的30年前的代码。他们从未为云重写ERP系统，现在开始已经太晚了。”</blockquote></p><p> While the company is clearly making some inroads into an arena it was late in entering, its revenue growth is still in the single digits. Considering one cloud arena is the fast-growing services/infrastructure business — where Amazon.com Inc.’s&nbsp;AWS business has seen double-digit growth for years — Oracle’s growth is slight. Oracle does have clients in infrastructure, such as Zoom Video Communications Inc.,with others on the way, but it’s still early days. Catz said Oracle was seeing capacity-constraint issues in its cloud-service business, as customers have expanded workloads dramatically. “We have some very large users coming online shortly that will require significant amounts of capacity,” she said.</p><p><blockquote>尽管该公司显然在进入较晚的领域取得了一些进展，但其收入增长仍处于个位数。考虑到云领域之一是快速增长的服务/基础设施业务——亚马逊公司的AWS业务多年来一直保持两位数增长——甲骨文的增长幅度很小。甲骨文在基础设施领域确实有客户，如Zoom Video通信公司，其他客户也在发展中，但仍处于早期阶段。Catz表示，随着客户大幅扩大工作负载，甲骨文在其云服务业务中发现了容量限制问题。“我们很快就会有一些非常大的用户上线，这将需要大量的容量，”她说。</blockquote></p><p> “While some compare Oracle to major cloud-infrastructure businesses such as Amazon, Microsoft and Google, the reality is that despite some high-profile wins last year, including Zoom and TikTok, Oracle is still a niche player,” said Scott Kessler, an analyst with Third Bridge, in an email. “Oracle’s status as a cloud company sits somewhere behind Alibaba Cloud and IBM Cloud, with market share of just 2%.”</p><p><blockquote>Scott Kessler表示：“虽然有些人将甲骨文与亚马逊、微软和谷歌等主要云基础设施企业进行比较，但现实情况是，尽管去年取得了一些引人注目的胜利，包括Zoom和TikTok，但甲骨文仍然是一个利基参与者。”Third Bridge分析师在一封电子邮件中。“甲骨文作为云公司的地位仅次于阿里巴巴-SW云和IBM云，市场份额仅为2%。”</blockquote></p><p> Much of the current investor enthusiasm around Oracle can probably be more directly attributed to its hefty stock buybacks, which help boost its earnings per share. Catz pointed out that the last quarter also included a tax benefit of $2.3 billion, “related to the transfer of certain assets between subsidiaries.” Oracle’s board approved a $20 billion increase in stock buybacks.</p><p><blockquote>目前投资者对甲骨文的热情可能更直接地归因于其大规模股票回购，这有助于提高其每股收益。Catz指出，上个季度还包括23亿美元的税收优惠，“与子公司之间某些资产的转移有关”。甲骨文董事会批准增加200亿美元的股票回购。</blockquote></p><p> Its generous dividend is also attractive. The board raised its quarterly dividend to 32 cents a share, up 33% from 24 cents previously, a decision which Ellison recused himself from, being one of the company’s biggest individual shareholders, with approximately 38% of the shares outstanding.</p><p><blockquote>其丰厚的股息也很有吸引力。董事会将季度股息从之前的24美分提高到每股32美分，增长了33%，埃里森回避了这一决定，因为他是该公司最大的个人股东之一，拥有约38%的流通股。</blockquote></p><p> “With some technology companies making years of progress over just a few months, many investors now consider growth to be the name of the game,” Kessler added. “Oracle’s growth story has actually been quite cloudy.”</p><p><blockquote>凯斯勒补充道：“随着一些科技公司在短短几个月内取得多年的进步，许多投资者现在认为增长是游戏的名称。”“甲骨文的增长故事实际上相当阴暗。”</blockquote></p><p> Oracle is fighting similar problems as IBM Corp.,with a huge entrenched legacy business with customers it does not want to alienate, and a need to find new growth elsewhere. Its embrace of the cloud may bring more growth in the years to come, but for now, Oracle appears to be gaining from its shareholder-friendly tactics, including tax machinations. It has much less to do with real revenue growth.</p><p><blockquote>甲骨文正在与IBM公司（IBM Corp.）类似的问题作斗争，它拥有庞大的根深蒂固的传统业务，不想疏远客户，并且需要在其他地方寻找新的增长。它对云的拥抱可能会在未来几年带来更多增长，但就目前而言，甲骨文似乎正在从其有利于股东的策略中获益，包括税收阴谋。它与实际收入增长关系不大。</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>Oracle’s results may not justify investors’ big cloud optimism<blockquote>甲骨文的业绩可能无法证明投资者对云计算的乐观态度是合理的</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\">\nOracle’s results may not justify investors’ big cloud optimism<blockquote>甲骨文的业绩可能无法证明投资者对云计算的乐观态度是合理的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-11 15:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock buybacks, dividends may be overshadowing middling growth in revenue</p><p><blockquote>股票回购、股息可能会掩盖收入的适度增长</blockquote></p><p> The financial results from Oracle Corp. on Wednesday should have some investors wondering about its current lofty valuation.</p><p><blockquote>甲骨文公司周三公布的财务业绩应该会让一些投资者对其目前的高估值感到好奇。</blockquote></p><p> Oracle&nbsp;reported fiscal third-quarter results&nbsp;that were slightly better than Wall Street’s expectations, but its stock fell 5% in after-hours trading. It’s possible that after seeing&nbsp;the software giant on the cover of Barron’s last month&nbsp;touting its growth potential, they were disappointed with its actual total revenue growth of 3% in the quarter.</p><p><blockquote>甲骨文公布的第三财季业绩略好于华尔街预期，但其股价在盘后交易中下跌5%。上个月在《巴伦周刊》封面上看到这家软件巨头吹捧其增长潜力后，他们可能对其本季度3%的实际总收入增长感到失望。</blockquote></p><p> Its stock has surged nearly 50% in the past year, in part due to optimism that it has transformed into a cloud-computing player. But after&nbsp;Oracle revamped the way it broke down&nbsp;its businesses and combined its legacy software business with its cloud-services business, it’s tricky to tell exactly how much revenue is actually from the cloud.</p><p><blockquote>其股价在过去一年飙升了近50%，部分原因是人们对其转型为云计算参与者的乐观态度。但在甲骨文改变了业务分解方式并将传统软件业务与云服务业务相结合后，很难准确判断有多少收入实际上来自云。</blockquote></p><p> Oracle said revenue from cloud services and license support was up 5% to $7.3 billion in the quarter, making up 72% of the total. Chief Executive Safra Catz also told analysts on the company’s call that infrastructure cloud services now have an annualized revenue of more than $2 billion.</p><p><blockquote>甲骨文表示，本季度来自云服务和许可证支持的收入增长了5%，达到73亿美元，占总收入的72%。首席执行官Safra Catz还在公司看涨期权上告诉分析师，基础设施云服务现在的年化收入超过20亿美元。</blockquote></p><p> Based on Chairman Larry Ellison’s long list of new cloud customers on the call, Oracle appears to be making many gains in the ERP (enterprise resources software) cloud market, against its rival SAP AG.</p><p><blockquote>根据董事长Larry Ellison在看涨期权上列出的一长串新云客户，甲骨文似乎在ERP（企业资源软件）云市场上与其竞争对手SAP AG相比取得了许多进展。</blockquote></p><p> “SAP never rewrote their ERP system for the cloud,” Ellison said, as he explained what he said was an unprecedented migration of ERP customers from SAP to Oracle. “It’s that same 30-year-old code. They never rewrote their ERP system for the cloud and it’s too late for them to start now.”</p><p><blockquote>“SAP从未为云重写他们的ERP系统，”Ellison在解释他所说的ERP客户从SAP到Oracle的史无前例的迁移时说道。“这是同样的30年前的代码。他们从未为云重写ERP系统，现在开始已经太晚了。”</blockquote></p><p> While the company is clearly making some inroads into an arena it was late in entering, its revenue growth is still in the single digits. Considering one cloud arena is the fast-growing services/infrastructure business — where Amazon.com Inc.’s&nbsp;AWS business has seen double-digit growth for years — Oracle’s growth is slight. Oracle does have clients in infrastructure, such as Zoom Video Communications Inc.,with others on the way, but it’s still early days. Catz said Oracle was seeing capacity-constraint issues in its cloud-service business, as customers have expanded workloads dramatically. “We have some very large users coming online shortly that will require significant amounts of capacity,” she said.</p><p><blockquote>尽管该公司显然在进入较晚的领域取得了一些进展，但其收入增长仍处于个位数。考虑到云领域之一是快速增长的服务/基础设施业务——亚马逊公司的AWS业务多年来一直保持两位数增长——甲骨文的增长幅度很小。甲骨文在基础设施领域确实有客户，如Zoom Video通信公司，其他客户也在发展中，但仍处于早期阶段。Catz表示，随着客户大幅扩大工作负载，甲骨文在其云服务业务中发现了容量限制问题。“我们很快就会有一些非常大的用户上线，这将需要大量的容量，”她说。</blockquote></p><p> “While some compare Oracle to major cloud-infrastructure businesses such as Amazon, Microsoft and Google, the reality is that despite some high-profile wins last year, including Zoom and TikTok, Oracle is still a niche player,” said Scott Kessler, an analyst with Third Bridge, in an email. “Oracle’s status as a cloud company sits somewhere behind Alibaba Cloud and IBM Cloud, with market share of just 2%.”</p><p><blockquote>Scott Kessler表示：“虽然有些人将甲骨文与亚马逊、微软和谷歌等主要云基础设施企业进行比较，但现实情况是，尽管去年取得了一些引人注目的胜利，包括Zoom和TikTok，但甲骨文仍然是一个利基参与者。”Third Bridge分析师在一封电子邮件中。“甲骨文作为云公司的地位仅次于阿里巴巴-SW云和IBM云，市场份额仅为2%。”</blockquote></p><p> Much of the current investor enthusiasm around Oracle can probably be more directly attributed to its hefty stock buybacks, which help boost its earnings per share. Catz pointed out that the last quarter also included a tax benefit of $2.3 billion, “related to the transfer of certain assets between subsidiaries.” Oracle’s board approved a $20 billion increase in stock buybacks.</p><p><blockquote>目前投资者对甲骨文的热情可能更直接地归因于其大规模股票回购，这有助于提高其每股收益。Catz指出，上个季度还包括23亿美元的税收优惠，“与子公司之间某些资产的转移有关”。甲骨文董事会批准增加200亿美元的股票回购。</blockquote></p><p> Its generous dividend is also attractive. The board raised its quarterly dividend to 32 cents a share, up 33% from 24 cents previously, a decision which Ellison recused himself from, being one of the company’s biggest individual shareholders, with approximately 38% of the shares outstanding.</p><p><blockquote>其丰厚的股息也很有吸引力。董事会将季度股息从之前的24美分提高到每股32美分，增长了33%，埃里森回避了这一决定，因为他是该公司最大的个人股东之一，拥有约38%的流通股。</blockquote></p><p> “With some technology companies making years of progress over just a few months, many investors now consider growth to be the name of the game,” Kessler added. “Oracle’s growth story has actually been quite cloudy.”</p><p><blockquote>凯斯勒补充道：“随着一些科技公司在短短几个月内取得多年的进步，许多投资者现在认为增长是游戏的名称。”“甲骨文的增长故事实际上相当阴暗。”</blockquote></p><p> Oracle is fighting similar problems as IBM Corp.,with a huge entrenched legacy business with customers it does not want to alienate, and a need to find new growth elsewhere. Its embrace of the cloud may bring more growth in the years to come, but for now, Oracle appears to be gaining from its shareholder-friendly tactics, including tax machinations. It has much less to do with real revenue growth.</p><p><blockquote>甲骨文正在与IBM公司（IBM Corp.）类似的问题作斗争，它拥有庞大的根深蒂固的传统业务，不想疏远客户，并且需要在其他地方寻找新的增长。它对云的拥抱可能会在未来几年带来更多增长，但就目前而言，甲骨文似乎正在从其有利于股东的策略中获益，包括税收阴谋。它与实际收入增长关系不大。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/oracles-results-may-not-justify-investors-big-cloud-optimism-11615427687?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":{"ORCL":"甲骨文"},"source_url":"https://www.marketwatch.com/story/oracles-results-may-not-justify-investors-big-cloud-optimism-11615427687?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1180021584","content_text":"Stock buybacks, dividends may be overshadowing middling growth in revenue\nThe financial results from Oracle Corp. on Wednesday should have some investors wondering about its current lofty valuation.\nOracle reported fiscal third-quarter results that were slightly better than Wall Street’s expectations, but its stock fell 5% in after-hours trading. It’s possible that after seeing the software giant on the cover of Barron’s last month touting its growth potential, they were disappointed with its actual total revenue growth of 3% in the quarter.\nIts stock has surged nearly 50% in the past year, in part due to optimism that it has transformed into a cloud-computing player. But after Oracle revamped the way it broke down its businesses and combined its legacy software business with its cloud-services business, it’s tricky to tell exactly how much revenue is actually from the cloud.\nOracle said revenue from cloud services and license support was up 5% to $7.3 billion in the quarter, making up 72% of the total. Chief Executive Safra Catz also told analysts on the company’s call that infrastructure cloud services now have an annualized revenue of more than $2 billion.\nBased on Chairman Larry Ellison’s long list of new cloud customers on the call, Oracle appears to be making many gains in the ERP (enterprise resources software) cloud market, against its rival SAP AG.\n“SAP never rewrote their ERP system for the cloud,” Ellison said, as he explained what he said was an unprecedented migration of ERP customers from SAP to Oracle. “It’s that same 30-year-old code. They never rewrote their ERP system for the cloud and it’s too late for them to start now.”\nWhile the company is clearly making some inroads into an arena it was late in entering, its revenue growth is still in the single digits. Considering one cloud arena is the fast-growing services/infrastructure business — where Amazon.com Inc.’s AWS business has seen double-digit growth for years — Oracle’s growth is slight. Oracle does have clients in infrastructure, such as Zoom Video Communications Inc.,with others on the way, but it’s still early days. Catz said Oracle was seeing capacity-constraint issues in its cloud-service business, as customers have expanded workloads dramatically. “We have some very large users coming online shortly that will require significant amounts of capacity,” she said.\n“While some compare Oracle to major cloud-infrastructure businesses such as Amazon, Microsoft and Google, the reality is that despite some high-profile wins last year, including Zoom and TikTok, Oracle is still a niche player,” said Scott Kessler, an analyst with Third Bridge, in an email. “Oracle’s status as a cloud company sits somewhere behind Alibaba Cloud and IBM Cloud, with market share of just 2%.”\nMuch of the current investor enthusiasm around Oracle can probably be more directly attributed to its hefty stock buybacks, which help boost its earnings per share. Catz pointed out that the last quarter also included a tax benefit of $2.3 billion, “related to the transfer of certain assets between subsidiaries.” Oracle’s board approved a $20 billion increase in stock buybacks.\nIts generous dividend is also attractive. The board raised its quarterly dividend to 32 cents a share, up 33% from 24 cents previously, a decision which Ellison recused himself from, being one of the company’s biggest individual shareholders, with approximately 38% of the shares outstanding.\n“With some technology companies making years of progress over just a few months, many investors now consider growth to be the name of the game,” Kessler added. “Oracle’s growth story has actually been quite cloudy.”\nOracle is fighting similar problems as IBM Corp.,with a huge entrenched legacy business with customers it does not want to alienate, and a need to find new growth elsewhere. Its embrace of the cloud may bring more growth in the years to come, but for now, Oracle appears to be gaining from its shareholder-friendly tactics, including tax machinations. It has much less to do with real revenue growth.","news_type":1,"symbols_score_info":{"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323731769,"gmtCreate":1615374050451,"gmtModify":1703488063669,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323731769","repostId":"2118673484","repostType":4,"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329155031,"gmtCreate":1615216527323,"gmtModify":1703485857888,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329155031","repostId":"1165621021","repostType":4,"repost":{"id":"1165621021","kind":"news","pubTimestamp":1615216188,"share":"https://www.laohu8.com/m/news/1165621021?lang=zh_CN&edition=full","pubTime":"2021-03-08 23:09","market":"us","language":"en","title":"Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨的理由吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165621021","media":"Motley Fool","summary":"It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Holly","content":"<p>It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.</p><p><blockquote>人们很容易讨厌这个国家领先的多路复用运营商。让我们看看我们能不能放映一个好莱坞式的结局。</blockquote></p><p> I'm going to attempt what I haven't seen even the most ardent&nbsp;<b>AMC Entertainment Holdings</b>&nbsp;(NYSE:AMC)&nbsp;bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.</p><p><blockquote>我要尝试我从未见过的即使是最热情的<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）牛市：为拥有这家摇摇欲坠的多路复用运营商的一部分提出可行的长期论据。你不会看到太多AMC股东现实地谈论长期基本面。我想试一试。</blockquote></p><p> AMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.</p><p><blockquote>AMC多头谈论一场精彩的图表游戏。他们指出技术分析、空头挤压和所有伽马挤压之母是他们热情的催化剂。如果他们感到特别受鼓舞，他们甚至可能会冒险进入对冲基金和分析师共同努力压低多头的阴谋论。</blockquote></p><p> <b>It's always darkest before the plot twist</b></p><p><blockquote><b>剧情转折前总是最黑暗的</b></blockquote></p><p> The highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.</p><p><blockquote>华尔街领先公司中AMC的最高目标股价仅为5.50美元。如果你认为这些分析师通过迎合你的阴谋论叙事比通过与AMC友好相处以从不可避免的多年二级股票和债务发行中赚取承销收益的长尾获得更多收益，你可能需要重新思考谁在玩什么在这里的团队。</blockquote></p><p> The speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.</p><p><blockquote>关于对冲和近期价格走势的投机性讨论似乎忽略了数学。空头兴趣最近触及近两年来的最低水平。我们远低于14个月前创下的空头利息峰值。按下AMC多头关于基本面的信息，看涨的情况介于“被压抑的需求”和渴望在国内无法复制的体验的消费者之间。</blockquote></p><p> Lost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.</p><p><blockquote>看涨的话题中忽略的是，这不仅仅是消费者需求的问题。新冠肺炎隧道的另一端存在真正的供应问题。自从去年三月中旬剧院关闭以来，已经过去了很长时间。自关闭以来，我们已经看到几个新的流媒体服务推出——包括HBO Max、Peacock和现在的Paramount+——它们都归媒体巨头所有，电影工作室现在优先考虑他们的直接面向消费者平台而不是影院发行。</blockquote></p><p> The genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seen<i>Coming to America 2</i>,<i>Raya and the Last Dragon</i>, and<i>The SpongBob Movie: Sponge on the Run</i>at a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.</p><p><blockquote>精灵从瓶子里出来了。大多数好莱坞电影公司不再需要在影院上映后等待三个月，而且近几个月来，随着各州放松疫情指导方针，流媒体消费只会上升，而不是下降。上辈子你只会看到<i>来到美国2</i>,<i>拉亚和最后的龙</i>，和<i>海绵宝宝电影：奔跑中的海绵</i>在你附近的多厅影院。相反，你可以在自己带宽充足的家中舒适地观看这三部美国首映。</blockquote></p><p> <b>And now: your feature presentation</b></p><p><blockquote><b>现在：您的功能演示</b></blockquote></p><p> By now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.</p><p><blockquote>到目前为止，这似乎只是AMC的另一个热点。你得到了看涨的承诺，但这只是一场充满弹孔的看跌运动。如果你能走到这一步，让我兑现我的承诺。</blockquote></p><p> AMC is a survivor, and not just because it's been around for 101 years. When its largest rival,<b>Cineworld Group</b>'s Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.</p><p><blockquote>AMC是一个幸存者，不仅仅是因为它已经存在了101年。当它最大的竞争对手，<b>Cineworld集团</b>Regal Cinemas在10月份关闭了放映机，我认为AMC可能是2021年最热门的股票。该股今年几乎翻了两番，因此该文章的看涨期权在今年有了一个良好的开端。</blockquote></p><p> It's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.</p><p><blockquote>我确实对AMC的前景持批评态度。我不会收回我的担忧，即消费者选择呆在家里，好莱坞电影公司现在有更多的东西要养活，而不仅仅是连锁影院过去统治巢穴时的布谷鸟讨厌的东西。2020年之前的模式在未来行不通，但这并不意味着AMC就完蛋了。</blockquote></p><p> Let's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.</p><p><blockquote>让我们从洗牌开始。你真的认为君威会回来吗？AMC一直保持开放，以保持其品牌的活力和相关性。该行业不会善待退出者，随着该行业漫长的回归之路，许多连锁店将以多种方式褪色。AMC将能够吞噬市场份额，即使这将是一个不断缩小的蛋糕。分析师预计至少还会出现三年的亏损，AMC一直在筹集资金，以确保度过这一艰难时期。</blockquote></p><p> AMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on&nbsp;<b>IMAX</b>, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?</p><p><blockquote>AMC是最后一家站着的多路复用运营商，这并不是什么看涨的认可，但为什么空头认为该行业本身不会发展呢？对于创作电影的媒体巨头来说，传统的影院上映窗口已经没有回头路了，但为什么我们假设它在银幕上和在家里是一样的产品呢？正如一些导演更喜欢为上映拍摄额外的场景一样<b>IMAX</b>，为什么电影院不能提供一种差异化的产品来增强电影体验？如果媒体股票可以支持他们的本土流媒体服务，同时通过在大屏幕上为新版本的粉丝提供不同的旋转来创造增量收入，他们为什么不这样做呢？</blockquote></p><p></p><p> AMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?</p><p><blockquote>AMC充分利用了疫情的平静期，加强了移动订购优惠，提供指定的放映座位，甚至创造了以低廉的价格出租整个影院的选项。如果它能够像现在一样适应未来，你真的想和一个已经筹集了大量资金来制造尽可能灵活和可塑性的24屏幕多厅影院的行业领导者打赌吗？如果AMC的未来是在一些更大的屏幕上播放新版本，但也在选秀之夜迎合一个梦幻足球联盟，一个新兴的即兴剧团在另一个屏幕上现场表演，同时还有一个慈善宾果游戏，会怎么样？</blockquote></p><p> The country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.</p><p><blockquote>该国最大的多路复用运营商已经筹集了足够的资金，比大多数竞争对手有更多的时间。时间是可选的。时间是一个自我颠覆的机会。时间是未来。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨的理由吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨的理由吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-08 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.</p><p><blockquote>人们很容易讨厌这个国家领先的多路复用运营商。让我们看看我们能不能放映一个好莱坞式的结局。</blockquote></p><p> I'm going to attempt what I haven't seen even the most ardent&nbsp;<b>AMC Entertainment Holdings</b>&nbsp;(NYSE:AMC)&nbsp;bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.</p><p><blockquote>我要尝试我从未见过的即使是最热情的<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）牛市：为拥有这家摇摇欲坠的多路复用运营商的一部分提出可行的长期论据。你不会看到太多AMC股东现实地谈论长期基本面。我想试一试。</blockquote></p><p> AMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.</p><p><blockquote>AMC多头谈论一场精彩的图表游戏。他们指出技术分析、空头挤压和所有伽马挤压之母是他们热情的催化剂。如果他们感到特别受鼓舞，他们甚至可能会冒险进入对冲基金和分析师共同努力压低多头的阴谋论。</blockquote></p><p> <b>It's always darkest before the plot twist</b></p><p><blockquote><b>剧情转折前总是最黑暗的</b></blockquote></p><p> The highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.</p><p><blockquote>华尔街领先公司中AMC的最高目标股价仅为5.50美元。如果你认为这些分析师通过迎合你的阴谋论叙事比通过与AMC友好相处以从不可避免的多年二级股票和债务发行中赚取承销收益的长尾获得更多收益，你可能需要重新思考谁在玩什么在这里的团队。</blockquote></p><p> The speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.</p><p><blockquote>关于对冲和近期价格走势的投机性讨论似乎忽略了数学。空头兴趣最近触及近两年来的最低水平。我们远低于14个月前创下的空头利息峰值。按下AMC多头关于基本面的信息，看涨的情况介于“被压抑的需求”和渴望在国内无法复制的体验的消费者之间。</blockquote></p><p> Lost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.</p><p><blockquote>看涨的话题中忽略的是，这不仅仅是消费者需求的问题。新冠肺炎隧道的另一端存在真正的供应问题。自从去年三月中旬剧院关闭以来，已经过去了很长时间。自关闭以来，我们已经看到几个新的流媒体服务推出——包括HBO Max、Peacock和现在的Paramount+——它们都归媒体巨头所有，电影工作室现在优先考虑他们的直接面向消费者平台而不是影院发行。</blockquote></p><p> The genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seen<i>Coming to America 2</i>,<i>Raya and the Last Dragon</i>, and<i>The SpongBob Movie: Sponge on the Run</i>at a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.</p><p><blockquote>精灵从瓶子里出来了。大多数好莱坞电影公司不再需要在影院上映后等待三个月，而且近几个月来，随着各州放松疫情指导方针，流媒体消费只会上升，而不是下降。上辈子你只会看到<i>来到美国2</i>,<i>拉亚和最后的龙</i>，和<i>海绵宝宝电影：奔跑中的海绵</i>在你附近的多厅影院。相反，你可以在自己带宽充足的家中舒适地观看这三部美国首映。</blockquote></p><p> <b>And now: your feature presentation</b></p><p><blockquote><b>现在：您的功能演示</b></blockquote></p><p> By now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.</p><p><blockquote>到目前为止，这似乎只是AMC的另一个热点。你得到了看涨的承诺，但这只是一场充满弹孔的看跌运动。如果你能走到这一步，让我兑现我的承诺。</blockquote></p><p> AMC is a survivor, and not just because it's been around for 101 years. When its largest rival,<b>Cineworld Group</b>'s Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.</p><p><blockquote>AMC是一个幸存者，不仅仅是因为它已经存在了101年。当它最大的竞争对手，<b>Cineworld集团</b>Regal Cinemas在10月份关闭了放映机，我认为AMC可能是2021年最热门的股票。该股今年几乎翻了两番，因此该文章的看涨期权在今年有了一个良好的开端。</blockquote></p><p> It's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.</p><p><blockquote>我确实对AMC的前景持批评态度。我不会收回我的担忧，即消费者选择呆在家里，好莱坞电影公司现在有更多的东西要养活，而不仅仅是连锁影院过去统治巢穴时的布谷鸟讨厌的东西。2020年之前的模式在未来行不通，但这并不意味着AMC就完蛋了。</blockquote></p><p> Let's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.</p><p><blockquote>让我们从洗牌开始。你真的认为君威会回来吗？AMC一直保持开放，以保持其品牌的活力和相关性。该行业不会善待退出者，随着该行业漫长的回归之路，许多连锁店将以多种方式褪色。AMC将能够吞噬市场份额，即使这将是一个不断缩小的蛋糕。分析师预计至少还会出现三年的亏损，AMC一直在筹集资金，以确保度过这一艰难时期。</blockquote></p><p> AMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on&nbsp;<b>IMAX</b>, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?</p><p><blockquote>AMC是最后一家站着的多路复用运营商，这并不是什么看涨的认可，但为什么空头认为该行业本身不会发展呢？对于创作电影的媒体巨头来说，传统的影院上映窗口已经没有回头路了，但为什么我们假设它在银幕上和在家里是一样的产品呢？正如一些导演更喜欢为上映拍摄额外的场景一样<b>IMAX</b>，为什么电影院不能提供一种差异化的产品来增强电影体验？如果媒体股票可以支持他们的本土流媒体服务，同时通过在大屏幕上为新版本的粉丝提供不同的旋转来创造增量收入，他们为什么不这样做呢？</blockquote></p><p></p><p> AMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?</p><p><blockquote>AMC充分利用了疫情的平静期，加强了移动订购优惠，提供指定的放映座位，甚至创造了以低廉的价格出租整个影院的选项。如果它能够像现在一样适应未来，你真的想和一个已经筹集了大量资金来制造尽可能灵活和可塑性的24屏幕多厅影院的行业领导者打赌吗？如果AMC的未来是在一些更大的屏幕上播放新版本，但也在选秀之夜迎合一个梦幻足球联盟，一个新兴的即兴剧团在另一个屏幕上现场表演，同时还有一个慈善宾果游戏，会怎么样？</blockquote></p><p> The country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.</p><p><blockquote>该国最大的多路复用运营商已经筹集了足够的资金，比大多数竞争对手有更多的时间。时间是可选的。时间是一个自我颠覆的机会。时间是未来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/08/is-there-a-bullish-argument-for-amc-entertainment/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/03/08/is-there-a-bullish-argument-for-amc-entertainment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165621021","content_text":"It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.\nI'm going to attempt what I haven't seen even the most ardent AMC Entertainment Holdings (NYSE:AMC) bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.\nAMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.\nIt's always darkest before the plot twist\nThe highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.\nThe speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.\nLost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.\nThe genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seenComing to America 2,Raya and the Last Dragon, andThe SpongBob Movie: Sponge on the Runat a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.\nAnd now: your feature presentation\nBy now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.\nAMC is a survivor, and not just because it's been around for 101 years. When its largest rival,Cineworld Group's Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.\nIt's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.\nLet's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.\nAMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on IMAX, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?\nAMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?\nThe country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320272100,"gmtCreate":1615129584500,"gmtModify":1703484894953,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320272100","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=zh_CN&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 23:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320113558,"gmtCreate":1615039840974,"gmtModify":1703484383074,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320113558","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=zh_CN&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 23:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367259561,"gmtCreate":1614955357353,"gmtModify":1703483454135,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367259561","repostId":"1196034072","repostType":4,"repost":{"id":"1196034072","kind":"news","pubTimestamp":1614953178,"share":"https://www.laohu8.com/m/news/1196034072?lang=zh_CN&edition=full","pubTime":"2021-03-05 22:06","market":"us","language":"en","title":"Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196034072","media":"Benzinga","summary":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released ea","content":"<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Nio Sell-Off Overdone?<blockquote>蔚来抛售是否过度？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-05 22:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p><p><blockquote><div>蔚来股价在科技股抛售中遭受重创，本周早些时候发布的季度报告并没有缓解市场情绪。该股目前处于熊市区域，...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196034072","content_text":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?The 2020 Highs: The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the support from its passionate and loyal user community.For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.Fundamentals, Stock Pause At Start of 2021: Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneerTesla, Inc.TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion revenues for the quarter and seeing an expansion in gross margins.Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.Although initially Nio did not explain away the February softness, it later clarified in a blog post the weeklong Lunar New Year holiday that fell in the month played spoilsport.\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.Is Recovery In The Cards: The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364050991,"gmtCreate":1614786469913,"gmtModify":1703481202563,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Sigh","listText":"Sigh","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364050991","repostId":"1160849202","repostType":4,"repost":{"id":"1160849202","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614785336,"share":"https://www.laohu8.com/m/news/1160849202?lang=zh_CN&edition=full","pubTime":"2021-03-03 23:28","market":"us","language":"en","title":"U.S. stocks slip as economic data disappoints and bond yields spike<blockquote>由于经济数据令人失望和债券收益率飙升，美国股市下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160849202","media":"老虎资讯综合","summary":"(March 3) U.S. stocks slip Wednesday, as a jobs report showed weaker-than-expected recovery from the","content":"<p>(March 3)&nbsp;U.S. stocks slip Wednesday, as a jobs report showed weaker-than-expected recovery from the COVID-19 pandemic as the vaccine rollout accelerates.</p><p><blockquote>（3月3日）美国。周三股市下跌，就业报告显示，随着疫苗推广的加速，COVID-19大流行的复苏弱于预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3399dfe258d8391f84cfd403172a6b33\" tg-width=\"659\" tg-height=\"288\"><img src=\"https://static.tigerbbs.com/b3f6210b94ae708b48a2dbc055aa5bea\" tg-width=\"1359\" tg-height=\"676\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e4a2277b0adcc52237df985f028e475\" tg-width=\"659\" tg-height=\"288\"><img src=\"https://static.tigerbbs.com/f697a8cde91f6f6b2e373a8561965819\" tg-width=\"1359\" tg-height=\"676\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/84bd8f37269d1bea7c373b3fa75cf423\" tg-width=\"659\" tg-height=\"288\"><img src=\"https://static.tigerbbs.com/218b9c2e63444d7e08607c1332b49c0e\" tg-width=\"1355\" tg-height=\"647\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks slip as economic data disappoints and bond yields spike<blockquote>由于经济数据令人失望和债券收益率飙升，美国股市下跌</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks slip as economic data disappoints and bond yields spike<blockquote>由于经济数据令人失望和债券收益率飙升，美国股市下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-03 23:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 3)&nbsp;U.S. stocks slip Wednesday, as a jobs report showed weaker-than-expected recovery from the COVID-19 pandemic as the vaccine rollout accelerates.</p><p><blockquote>（3月3日）美国。周三股市下跌，就业报告显示，随着疫苗推广的加速，COVID-19大流行的复苏弱于预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3399dfe258d8391f84cfd403172a6b33\" tg-width=\"659\" tg-height=\"288\"><img src=\"https://static.tigerbbs.com/b3f6210b94ae708b48a2dbc055aa5bea\" tg-width=\"1359\" tg-height=\"676\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e4a2277b0adcc52237df985f028e475\" tg-width=\"659\" tg-height=\"288\"><img src=\"https://static.tigerbbs.com/f697a8cde91f6f6b2e373a8561965819\" tg-width=\"1359\" tg-height=\"676\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/84bd8f37269d1bea7c373b3fa75cf423\" tg-width=\"659\" tg-height=\"288\"><img src=\"https://static.tigerbbs.com/218b9c2e63444d7e08607c1332b49c0e\" tg-width=\"1355\" tg-height=\"647\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160849202","content_text":"(March 3) U.S. stocks slip Wednesday, as a jobs report showed weaker-than-expected recovery from the COVID-19 pandemic as the vaccine rollout accelerates.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366821422,"gmtCreate":1614438366566,"gmtModify":1703477566381,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366821422","repostId":"1181374212","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384558229,"gmtCreate":1613662274061,"gmtModify":1634552720931,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384558229","repostId":"1102078157","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389357926,"gmtCreate":1612699091665,"gmtModify":1703764354010,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572741655481847","idStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Singapore market is really so sad.... -.-","listText":"Singapore market is really so sad.... -.-","text":"Singapore market is really so sad.... -.-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389357926","repostId":"2109727286","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":389357926,"gmtCreate":1612699091665,"gmtModify":1703764354010,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Singapore market is really so sad.... -.-","listText":"Singapore market is really so sad.... -.-","text":"Singapore market is really so sad.... -.-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389357926","repostId":"2109727286","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322886804,"gmtCreate":1615795387208,"gmtModify":1703493033383,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322886804","repostId":"1178106097","repostType":4,"isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356029888,"gmtCreate":1616744747044,"gmtModify":1634524255278,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356029888","repostId":"1123246935","repostType":4,"repost":{"id":"1123246935","kind":"news","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=zh_CN&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1\">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":{"FTV":"Fortive Corporation","PH":"汉尼汾","ROK":"罗克韦尔自动化","PTC":"PTC Inc.","GE":"GE航空航天","SSNLF":"三星电子","EMR":"艾默生电气","INTC":"英特尔","HON":"霍尼韦尔","ETH":"低成本以太坊ETF-Grayscale","TSM":"台积电"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","content_text":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlobal supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.\nThe situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.\nSuez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships and more than a billion tons of cargo pass through the canal each year.\nThe Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.\nSupply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.\nHoneywell International (ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”\nThe industrial conglomerate has a prominent aerospace business, among other operations.\n“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO Larry Culp told Barron’s in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.\n“Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”\n“More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.\nIn the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was breaking down a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.\nBank of America industrial analyst Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by Taiwan Semiconductor Manufacturing (TSM) and Samsung (005930. Korea).\nThe amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.\nFor investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving global economy and the opportunity to digitize all the data that industrial machinery generates, to offer better customer service and new products.\nObin sees the reshoring trend helping some stocks he rates at Buy, including Parker-Hannifin (PH),Rockwell Automation (ROK), Eaton (ETN), Fortive (FTV),Emerson Electric (EMR), and PTC (PTC).\nThose six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the S&P 500 and Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&P 500 are up about 25% over the same span.\nObin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.\nThe problem with the Suez Canal highlights how it can be better to do that closer to home.","news_type":1,"symbols_score_info":{"ETH":0.9,"SSNLF":0.9,"INTC":0.9,"PH":0.9,"FTV":0.9,"ROK":0.9,"TSM":0.9,"PTC":0.9,"EMR":0.9,"GE":0.9,"HON":0.9}},"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328999907,"gmtCreate":1615477559809,"gmtModify":1703489752952,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328999907","repostId":"1199156489","repostType":4,"repost":{"id":"1199156489","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615452861,"share":"https://www.laohu8.com/m/news/1199156489?lang=zh_CN&edition=full","pubTime":"2021-03-11 16:54","market":"us","language":"en","title":"US Daylight Saving Time<blockquote>美国夏令时</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199156489","media":"Tiger Newspress","summary":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving tim","content":"<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p><blockquote>从美国东部时间3月14日（本周日）02：00开始，北美地区进入夏令时，直到美国东部时间2021年11月7日02：00结束。</blockquote></p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><blockquote>于是，从3月14日周一开始，美国市场将在北美夏令时期间提前一小时开盘和收盘，即美国交易时间改为北京时间21:30至次日凌晨04:00，交易前时间为16:00至21:30，交易后时间为04:00至8:00。</blockquote></p><p><b>What is daylight saving time?</b></p><p><blockquote><b>什么是夏令时？</b></blockquote></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p><blockquote>夏令时是在夏季将时钟拨快一小时的做法，这样白天会持续更长时间到晚上。北美和欧洲的大部分地区遵循这一习俗，而其他地方的大多数国家则不这样做。</blockquote></p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p><p><blockquote>夏威夷、美属萨摩亚、关岛、波多黎各、美属维尔京群岛和亚利桑那州大部分地区不实行夏令时。坚持现状是义不容辞的责任。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Daylight Saving Time<blockquote>美国夏令时</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\">\nUS Daylight Saving Time<blockquote>美国夏令时</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-11 16:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>From&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;March&nbsp;14(this&nbsp;Sunday),the&nbsp;North America&nbsp;region&nbsp;entered&nbsp;daylight saving&nbsp;time,until&nbsp;02:00&nbsp;U.S.&nbsp;East&nbsp;time&nbsp;ends&nbsp;on&nbsp;November&nbsp;7,2021.</p><p><blockquote>从美国东部时间3月14日（本周日）02：00开始，北美地区进入夏令时，直到美国东部时间2021年11月7日02：00结束。</blockquote></p><p>So,starting&nbsp;on&nbsp;Monday,March&nbsp;14,the&nbsp;U.S.&nbsp;market&nbsp;will&nbsp;open&nbsp;and&nbsp;close&nbsp;one&nbsp;hour&nbsp;ahead&nbsp;of&nbsp;schedule&nbsp;during&nbsp;north&nbsp;american&nbsp;daylight saving time,i.e.,U.S.&nbsp;trading&nbsp;time&nbsp;will&nbsp;be&nbsp;changed&nbsp;to&nbsp;21:30&nbsp;beijing&nbsp;time&nbsp;to&nbsp;04:00&nbsp;a.m.the&nbsp;next&nbsp;day,pre-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;16:00&nbsp;to&nbsp;21:30,after-trade&nbsp;time&nbsp;will&nbsp;be&nbsp;04:00&nbsp;to&nbsp;8:00.</p><p><blockquote>于是，从3月14日周一开始，美国市场将在北美夏令时期间提前一小时开盘和收盘，即美国交易时间改为北京时间21:30至次日凌晨04:00，交易前时间为16:00至21:30，交易后时间为04:00至8:00。</blockquote></p><p><b>What is daylight saving time?</b></p><p><blockquote><b>什么是夏令时？</b></blockquote></p><p>The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.</p><p><blockquote>夏令时是在夏季将时钟拨快一小时的做法，这样白天会持续更长时间到晚上。北美和欧洲的大部分地区遵循这一习俗，而其他地方的大多数国家则不这样做。</blockquote></p><p>Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.</p><p><blockquote>夏威夷、美属萨摩亚、关岛、波多黎各、美属维尔京群岛和亚利桑那州大部分地区不实行夏令时。坚持现状是义不容辞的责任。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199156489","content_text":"From 02:00 U.S. East time March 14(this Sunday),the North America region entered daylight saving time,until 02:00 U.S. East time ends on November 7,2021.So,starting on Monday,March 14,the U.S. market will open and close one hour ahead of schedule during north american daylight saving time,i.e.,U.S. trading time will be changed to 21:30 beijing time to 04:00 a.m.the next day,pre-trade time will be 16:00 to 21:30,after-trade time will be 04:00 to 8:00.What is daylight saving time?The DST is the practice of moving clocks forward by one hour during summer months so that daylight lasts longer into evening. Most of North America and Europe follows the custom, while the majority of countries elsewhere do not.Hawaii, American Samoa, Guam, Puerto Rico, the US Virgin Islands and most of Arizona don’t observe daylight saving time. It’s incumbent to stick with the status quo.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323731769,"gmtCreate":1615374050451,"gmtModify":1703488063669,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323731769","repostId":"2118673484","repostType":4,"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384558229,"gmtCreate":1613662274061,"gmtModify":1634552720931,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384558229","repostId":"1102078157","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325878761,"gmtCreate":1615890268453,"gmtModify":1703494533780,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Sure....","listText":"Sure....","text":"Sure....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325878761","repostId":"1164075443","repostType":4,"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320113558,"gmtCreate":1615039840974,"gmtModify":1703484383074,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320113558","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=zh_CN&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 23:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351762388,"gmtCreate":1616634562344,"gmtModify":1634524825092,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351762388","repostId":"1140740478","repostType":4,"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329155031,"gmtCreate":1615216527323,"gmtModify":1703485857888,"author":{"id":"3572741655481847","authorId":"3572741655481847","name":"JeremiasLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572741655481847","authorIdStr":"3572741655481847"},"themes":[],"title":"","htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329155031","repostId":"1165621021","repostType":4,"repost":{"id":"1165621021","kind":"news","pubTimestamp":1615216188,"share":"https://www.laohu8.com/m/news/1165621021?lang=zh_CN&edition=full","pubTime":"2021-03-08 23:09","market":"us","language":"en","title":"Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨的理由吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165621021","media":"Motley Fool","summary":"It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Holly","content":"<p>It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.</p><p><blockquote>人们很容易讨厌这个国家领先的多路复用运营商。让我们看看我们能不能放映一个好莱坞式的结局。</blockquote></p><p> I'm going to attempt what I haven't seen even the most ardent&nbsp;<b>AMC Entertainment Holdings</b>&nbsp;(NYSE:AMC)&nbsp;bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.</p><p><blockquote>我要尝试我从未见过的即使是最热情的<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）牛市：为拥有这家摇摇欲坠的多路复用运营商的一部分提出可行的长期论据。你不会看到太多AMC股东现实地谈论长期基本面。我想试一试。</blockquote></p><p> AMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.</p><p><blockquote>AMC多头谈论一场精彩的图表游戏。他们指出技术分析、空头挤压和所有伽马挤压之母是他们热情的催化剂。如果他们感到特别受鼓舞，他们甚至可能会冒险进入对冲基金和分析师共同努力压低多头的阴谋论。</blockquote></p><p> <b>It's always darkest before the plot twist</b></p><p><blockquote><b>剧情转折前总是最黑暗的</b></blockquote></p><p> The highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.</p><p><blockquote>华尔街领先公司中AMC的最高目标股价仅为5.50美元。如果你认为这些分析师通过迎合你的阴谋论叙事比通过与AMC友好相处以从不可避免的多年二级股票和债务发行中赚取承销收益的长尾获得更多收益，你可能需要重新思考谁在玩什么在这里的团队。</blockquote></p><p> The speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.</p><p><blockquote>关于对冲和近期价格走势的投机性讨论似乎忽略了数学。空头兴趣最近触及近两年来的最低水平。我们远低于14个月前创下的空头利息峰值。按下AMC多头关于基本面的信息，看涨的情况介于“被压抑的需求”和渴望在国内无法复制的体验的消费者之间。</blockquote></p><p> Lost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.</p><p><blockquote>看涨的话题中忽略的是，这不仅仅是消费者需求的问题。新冠肺炎隧道的另一端存在真正的供应问题。自从去年三月中旬剧院关闭以来，已经过去了很长时间。自关闭以来，我们已经看到几个新的流媒体服务推出——包括HBO Max、Peacock和现在的Paramount+——它们都归媒体巨头所有，电影工作室现在优先考虑他们的直接面向消费者平台而不是影院发行。</blockquote></p><p> The genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seen<i>Coming to America 2</i>,<i>Raya and the Last Dragon</i>, and<i>The SpongBob Movie: Sponge on the Run</i>at a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.</p><p><blockquote>精灵从瓶子里出来了。大多数好莱坞电影公司不再需要在影院上映后等待三个月，而且近几个月来，随着各州放松疫情指导方针，流媒体消费只会上升，而不是下降。上辈子你只会看到<i>来到美国2</i>,<i>拉亚和最后的龙</i>，和<i>海绵宝宝电影：奔跑中的海绵</i>在你附近的多厅影院。相反，你可以在自己带宽充足的家中舒适地观看这三部美国首映。</blockquote></p><p> <b>And now: your feature presentation</b></p><p><blockquote><b>现在：您的功能演示</b></blockquote></p><p> By now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.</p><p><blockquote>到目前为止，这似乎只是AMC的另一个热点。你得到了看涨的承诺，但这只是一场充满弹孔的看跌运动。如果你能走到这一步，让我兑现我的承诺。</blockquote></p><p> AMC is a survivor, and not just because it's been around for 101 years. When its largest rival,<b>Cineworld Group</b>'s Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.</p><p><blockquote>AMC是一个幸存者，不仅仅是因为它已经存在了101年。当它最大的竞争对手，<b>Cineworld集团</b>Regal Cinemas在10月份关闭了放映机，我认为AMC可能是2021年最热门的股票。该股今年几乎翻了两番，因此该文章的看涨期权在今年有了一个良好的开端。</blockquote></p><p> It's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.</p><p><blockquote>我确实对AMC的前景持批评态度。我不会收回我的担忧，即消费者选择呆在家里，好莱坞电影公司现在有更多的东西要养活，而不仅仅是连锁影院过去统治巢穴时的布谷鸟讨厌的东西。2020年之前的模式在未来行不通，但这并不意味着AMC就完蛋了。</blockquote></p><p> Let's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.</p><p><blockquote>让我们从洗牌开始。你真的认为君威会回来吗？AMC一直保持开放，以保持其品牌的活力和相关性。该行业不会善待退出者，随着该行业漫长的回归之路，许多连锁店将以多种方式褪色。AMC将能够吞噬市场份额，即使这将是一个不断缩小的蛋糕。分析师预计至少还会出现三年的亏损，AMC一直在筹集资金，以确保度过这一艰难时期。</blockquote></p><p> AMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on&nbsp;<b>IMAX</b>, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?</p><p><blockquote>AMC是最后一家站着的多路复用运营商，这并不是什么看涨的认可，但为什么空头认为该行业本身不会发展呢？对于创作电影的媒体巨头来说，传统的影院上映窗口已经没有回头路了，但为什么我们假设它在银幕上和在家里是一样的产品呢？正如一些导演更喜欢为上映拍摄额外的场景一样<b>IMAX</b>，为什么电影院不能提供一种差异化的产品来增强电影体验？如果媒体股票可以支持他们的本土流媒体服务，同时通过在大屏幕上为新版本的粉丝提供不同的旋转来创造增量收入，他们为什么不这样做呢？</blockquote></p><p></p><p> AMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?</p><p><blockquote>AMC充分利用了疫情的平静期，加强了移动订购优惠，提供指定的放映座位，甚至创造了以低廉的价格出租整个影院的选项。如果它能够像现在一样适应未来，你真的想和一个已经筹集了大量资金来制造尽可能灵活和可塑性的24屏幕多厅影院的行业领导者打赌吗？如果AMC的未来是在一些更大的屏幕上播放新版本，但也在选秀之夜迎合一个梦幻足球联盟，一个新兴的即兴剧团在另一个屏幕上现场表演，同时还有一个慈善宾果游戏，会怎么样？</blockquote></p><p> The country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.</p><p><blockquote>该国最大的多路复用运营商已经筹集了足够的资金，比大多数竞争对手有更多的时间。时间是可选的。时间是一个自我颠覆的机会。时间是未来。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨的理由吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs There a Bullish Argument for AMC Entertainment Stock?<blockquote>AMC院线股票有看涨的理由吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-08 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.</p><p><blockquote>人们很容易讨厌这个国家领先的多路复用运营商。让我们看看我们能不能放映一个好莱坞式的结局。</blockquote></p><p> I'm going to attempt what I haven't seen even the most ardent&nbsp;<b>AMC Entertainment Holdings</b>&nbsp;(NYSE:AMC)&nbsp;bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.</p><p><blockquote>我要尝试我从未见过的即使是最热情的<b>AMC院线控股</b>（纽约证券交易所股票代码：AMC）牛市：为拥有这家摇摇欲坠的多路复用运营商的一部分提出可行的长期论据。你不会看到太多AMC股东现实地谈论长期基本面。我想试一试。</blockquote></p><p> AMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.</p><p><blockquote>AMC多头谈论一场精彩的图表游戏。他们指出技术分析、空头挤压和所有伽马挤压之母是他们热情的催化剂。如果他们感到特别受鼓舞，他们甚至可能会冒险进入对冲基金和分析师共同努力压低多头的阴谋论。</blockquote></p><p> <b>It's always darkest before the plot twist</b></p><p><blockquote><b>剧情转折前总是最黑暗的</b></blockquote></p><p> The highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.</p><p><blockquote>华尔街领先公司中AMC的最高目标股价仅为5.50美元。如果你认为这些分析师通过迎合你的阴谋论叙事比通过与AMC友好相处以从不可避免的多年二级股票和债务发行中赚取承销收益的长尾获得更多收益，你可能需要重新思考谁在玩什么在这里的团队。</blockquote></p><p> The speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.</p><p><blockquote>关于对冲和近期价格走势的投机性讨论似乎忽略了数学。空头兴趣最近触及近两年来的最低水平。我们远低于14个月前创下的空头利息峰值。按下AMC多头关于基本面的信息，看涨的情况介于“被压抑的需求”和渴望在国内无法复制的体验的消费者之间。</blockquote></p><p> Lost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.</p><p><blockquote>看涨的话题中忽略的是，这不仅仅是消费者需求的问题。新冠肺炎隧道的另一端存在真正的供应问题。自从去年三月中旬剧院关闭以来，已经过去了很长时间。自关闭以来，我们已经看到几个新的流媒体服务推出——包括HBO Max、Peacock和现在的Paramount+——它们都归媒体巨头所有，电影工作室现在优先考虑他们的直接面向消费者平台而不是影院发行。</blockquote></p><p> The genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seen<i>Coming to America 2</i>,<i>Raya and the Last Dragon</i>, and<i>The SpongBob Movie: Sponge on the Run</i>at a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.</p><p><blockquote>精灵从瓶子里出来了。大多数好莱坞电影公司不再需要在影院上映后等待三个月，而且近几个月来，随着各州放松疫情指导方针，流媒体消费只会上升，而不是下降。上辈子你只会看到<i>来到美国2</i>,<i>拉亚和最后的龙</i>，和<i>海绵宝宝电影：奔跑中的海绵</i>在你附近的多厅影院。相反，你可以在自己带宽充足的家中舒适地观看这三部美国首映。</blockquote></p><p> <b>And now: your feature presentation</b></p><p><blockquote><b>现在：您的功能演示</b></blockquote></p><p> By now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.</p><p><blockquote>到目前为止，这似乎只是AMC的另一个热点。你得到了看涨的承诺，但这只是一场充满弹孔的看跌运动。如果你能走到这一步，让我兑现我的承诺。</blockquote></p><p> AMC is a survivor, and not just because it's been around for 101 years. When its largest rival,<b>Cineworld Group</b>'s Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.</p><p><blockquote>AMC是一个幸存者，不仅仅是因为它已经存在了101年。当它最大的竞争对手，<b>Cineworld集团</b>Regal Cinemas在10月份关闭了放映机，我认为AMC可能是2021年最热门的股票。该股今年几乎翻了两番，因此该文章的看涨期权在今年有了一个良好的开端。</blockquote></p><p> It's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.</p><p><blockquote>我确实对AMC的前景持批评态度。我不会收回我的担忧，即消费者选择呆在家里，好莱坞电影公司现在有更多的东西要养活，而不仅仅是连锁影院过去统治巢穴时的布谷鸟讨厌的东西。2020年之前的模式在未来行不通，但这并不意味着AMC就完蛋了。</blockquote></p><p> Let's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.</p><p><blockquote>让我们从洗牌开始。你真的认为君威会回来吗？AMC一直保持开放，以保持其品牌的活力和相关性。该行业不会善待退出者，随着该行业漫长的回归之路，许多连锁店将以多种方式褪色。AMC将能够吞噬市场份额，即使这将是一个不断缩小的蛋糕。分析师预计至少还会出现三年的亏损，AMC一直在筹集资金，以确保度过这一艰难时期。</blockquote></p><p> AMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on&nbsp;<b>IMAX</b>, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?</p><p><blockquote>AMC是最后一家站着的多路复用运营商，这并不是什么看涨的认可，但为什么空头认为该行业本身不会发展呢？对于创作电影的媒体巨头来说，传统的影院上映窗口已经没有回头路了，但为什么我们假设它在银幕上和在家里是一样的产品呢？正如一些导演更喜欢为上映拍摄额外的场景一样<b>IMAX</b>，为什么电影院不能提供一种差异化的产品来增强电影体验？如果媒体股票可以支持他们的本土流媒体服务，同时通过在大屏幕上为新版本的粉丝提供不同的旋转来创造增量收入，他们为什么不这样做呢？</blockquote></p><p></p><p> AMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?</p><p><blockquote>AMC充分利用了疫情的平静期，加强了移动订购优惠，提供指定的放映座位，甚至创造了以低廉的价格出租整个影院的选项。如果它能够像现在一样适应未来，你真的想和一个已经筹集了大量资金来制造尽可能灵活和可塑性的24屏幕多厅影院的行业领导者打赌吗？如果AMC的未来是在一些更大的屏幕上播放新版本，但也在选秀之夜迎合一个梦幻足球联盟，一个新兴的即兴剧团在另一个屏幕上现场表演，同时还有一个慈善宾果游戏，会怎么样？</blockquote></p><p> The country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.</p><p><blockquote>该国最大的多路复用运营商已经筹集了足够的资金，比大多数竞争对手有更多的时间。时间是可选的。时间是一个自我颠覆的机会。时间是未来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/08/is-there-a-bullish-argument-for-amc-entertainment/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/03/08/is-there-a-bullish-argument-for-amc-entertainment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165621021","content_text":"It's so easy to hate on the country's leading multiplex operator. Let's see if we can screen a Hollywood ending.\nI'm going to attempt what I haven't seen even the most ardent AMC Entertainment Holdings (NYSE:AMC) bull do: make a viable long-term argument for owning a piece of the reeling multiplex operator. You don't see too many AMC shareholders realistically talking about the long-term fundamentals. I want to give it a shot.\nAMC bulls talk a good chart game. They point to technical analysis, short squeezes, and the mother of all gamma squeezes as catalysts for their enthusiasm. If they're feeling particularly inspired, they may even venture off into conspiracy theories about hedge funds and analysts working together to keep the longs down.\nIt's always darkest before the plot twist\nThe highest AMC stock-price target among the leading Wall Street firms is just $5.50. If you think that these analysts have more to gain by feeding your conspiracy theory narrative than by playing nice with AMC to earn the long tail of underwriting proceeds from the inevitable years of secondary stock and debt offerings, you might want to rethink who is playing on what team here.\nThe speculative talk about hedgies and near-term price moves seems to dismiss the math. Short interest recently hit its lowest level in almost two years. We're well below the peak short interest set a whopping 14 months ago. Press an AMC long about fundamentals, and the bullish case lands somewhere between \"pent-up demand\" and consumers longing for an experience that can't be duplicated at home.\nLost in the bullish talking points is that this isn't just a consumer-demand problem. There's a real supply issue at the other end of the COVID-19 tunnel. It's been an eternity since theaters shut down in mid-March of last year. Since the shutdown, we've seen several new streaming services launch -- including HBO Max, Peacock, and now Paramount+ -- and they're all owned by media giants with movie studios that are now prioritizing their direct-to-consumer platforms over theatrical distribution.\nThe genie's out of the bottle. Waiting three months after a theatrical release is no longer on the menu for most Hollywood studios, and streaming consumption has only gone up -- not down -- in recent months as states relax their pandemic guidelines. A lifetime ago you would've only seenComing to America 2,Raya and the Last Dragon, andThe SpongBob Movie: Sponge on the Runat a multiplex near you. Instead you could've seen all three of those U.S. premieres from the comfort of your own bandwidth-blessed home.\nAnd now: your feature presentation\nBy now, it may seem that this is just another burn piece on AMC. You were promised a bull argument, and it's just been a bullet-hole-riddling sport for bearish enjoyment. If you made it this far, let me deliver on what I promised.\nAMC is a survivor, and not just because it's been around for 101 years. When its largest rival,Cineworld Group's Regal Cinemas, shut down its projectors in October, I suggested that AMC may be thehottest stock of 2021. The shares have nearly quadrupled this year, so that article's call is off to a pretty good start this young year.\nIt's also true that I've been critical about AMC's prospects. I won't take back my concerns that consumers arechoosing to stay homeand that Hollywood studios havemore to feednow than just the cuckoo-chick nuisance that theater chains were when they used to rule the nest. The pre-2020 model won't work in the future, but it doesn't mean that AMC is toast.\nLet's start with the shake-out. Do you really think that Regal is coming back? AMC has stayed open to keep its brand alive and relevant. The industry isn't going to look kindly on the quitters, and with the long road back for the industry, a lot of chains will fade to black in more ways than one. AMC will be able to gobble up market share, even if it will be a shrinking pie. Analysts see at least three more years of red ink, and AMC has been raising money to be sure it makes it through this rough patch.\nAMC being the last multiplex operator standing isn't much of a bullish endorsement, but why are bears assuming that the industry itself won't evolve? There is no turning back to traditional theatrical-release windows for the media giants that create films, but why are we assuming that it will be the same product on the silver screen as it is at home? Just as some directors prefer to shoot extra scenes for releases on IMAX, why can't movie theaters offer a differentiated product that's enhanced for the cinematic experience? Ifmedia stockscan back their homegrown streaming service while also generating incremental revenue by giving fans of a new release a different spin on the big screen, why wouldn't they do that?\nAMC has made the most of the pandemic lull to beef up mobile ordering for concessions, offer assigned seating for screenings, and even create the option to rent out an entire theater on the cheap. If it can adapt to the future as well as it's trying in the present, do you really want to bet against an industry leader that has raised a ton of dough to make a 24-screen multiplex as flexible and malleable as possible? What if the future of AMC is showing new releases on some of its larger screens but also catering to a fantasy football league on draft night, a rising improv troupe performing live in another, and a charity bingo game at the same time?\nThe country's largest multiplex operator has raised enough money to give it more time than most competitors. Time is optionality. Time is a chance to disrupt itself. Time is a future.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}