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2021-11-17

Yes

@期权小班长:又见年化收益40%的sell put机会

2021-10-25

Yes

@Buy_Sell:🚀【10月25日】看本周关键事件，聊今日交易计划

2021-08-06

Yes

Howard Marks: "We Are In An Everything Bubble"<blockquote>霍华德·马克斯：“我们正处于一切泡沫之中”</blockquote>

2021-07-26

No

抱歉，原内容已删除

2021-07-26

Yes

抱歉，原内容已删除

2021-07-21

Yes

Why Tesla Stock Popped Again Tuesday<blockquote>为什么特斯拉股价周二再次上涨</blockquote>

2021-07-21

Yes

抱歉，原内容已删除

2021-07-17

Yes

抱歉，原内容已删除

2021-07-14

Yes

抱歉，原内容已删除

2021-07-14

Ye

抱歉，原内容已删除

2021-07-13

We

Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>

2021-07-12

Hi

抱歉，原内容已删除

2021-07-06

No

抱歉，原内容已删除

2021-07-06

Yes

抱歉，原内容已删除

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put机会","htmlText":"谈谈对滴滴的想法。 今日卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% PDD 2021/11/26 80 1.09 81% 43% V 2021/11/26 200 0.54 28% 9% BABA 2021/11/26 144 0.33 58% 7% DIDI 2021/11/26 8 0.12 80% 48% 本周曾推荐 仅做跟踪记录 TSLA 2021/11/19 850 1.17 91% —————— NIO 2021/11/26 36 0.26 61% —————— XPEV 2021/11/26 41 0.61 88% —————— NVDA 2021/11/26 260 1.21 61% —————— SNOW 2021/11/26 340 0.8 52% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 今天拼多多公布财报日期，正好是下周五，那这张put做的就很舒服了，收益很高，而且能基本吃满整个周期。如果怕财报风险下周四平仓即可。行权价选择很保守，月k&nbsp;MA30再减3块，我觉得82也可以吧。在<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 之间考虑了一下，决定选择走势相对好看的Visa。Visa财报营收同比增长更好，增速也创3年新高。相比之下PYPL可能需要进一步解决合规方面问题，等走出显著大底之后再做sell&nbsp;put考虑。","listText":"谈谈对滴滴的想法。 今日卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% PDD 2021/11/26 80 1.09 81% 43% V 2021/11/26 200 0.54 28% 9% BABA 2021/11/26 144 0.33 58% 7% DIDI 2021/11/26 8 0.12 80% 48% 本周曾推荐 仅做跟踪记录 TSLA 2021/11/19 850 1.17 91% —————— NIO 2021/11/26 36 0.26 61% —————— XPEV 2021/11/26 41 0.61 88% —————— NVDA 2021/11/26 260 1.21 61% —————— SNOW 2021/11/26 340 0.8 52% —————— <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 今天拼多多公布财报日期，正好是下周五，那这张put做的就很舒服了，收益很高，而且能基本吃满整个周期。如果怕财报风险下周四平仓即可。行权价选择很保守，月k&nbsp;MA30再减3块，我觉得82也可以吧。在<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 之间考虑了一下，决定选择走势相对好看的Visa。Visa财报营收同比增长更好，增速也创3年新高。相比之下PYPL可能需要进一步解决合规方面问题，等走出显著大底之后再做sell&nbsp;put考虑。","text":"谈谈对滴滴的想法。 今日卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% PDD 2021/11/26 80 1.09 81% 43% V 2021/11/26 200 0.54 28% 9% BABA 2021/11/26 144 0.33 58% 7% DIDI 2021/11/26 8 0.12 80% 48% 本周曾推荐 仅做跟踪记录 TSLA 2021/11/19 850 1.17 91% —————— NIO 2021/11/26 36 0.26 61% —————— XPEV 2021/11/26 41 0.61 88% —————— NVDA 2021/11/26 260 1.21 61% —————— SNOW 2021/11/26 340 0.8 52% —————— $拼多多(PDD)$ 今天拼多多公布财报日期，正好是下周五，那这张put做的就很舒服了，收益很高，而且能基本吃满整个周期。如果怕财报风险下周四平仓即可。行权价选择很保守，月k MA30再减3块，我觉得82也可以吧。在$Visa(V)$ 和$PayPal(PYPL)$ 之间考虑了一下，决定选择走势相对好看的Visa。Visa财报营收同比增长更好，增速也创3年新高。相比之下PYPL可能需要进一步解决合规方面问题，等走出显著大底之后再做sell put考虑。","images":[{"img":"https://static.tigerbbs.com/c7bcd95f3f2e716e2124755e290630a3","width":"908","height":"927"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871239947","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856066862,"gmtCreate":1635130933909,"gmtModify":1635131145203,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856066862","repostId":"856017082","repostType":1,"repost":{"id":856017082,"gmtCreate":1635129417742,"gmtModify":1710361311336,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月25日】看本周关键事件，聊今日交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月25日讯，港股三大指数低开，恒指跌0.41%报26020点，国指跌0.59%报9301点，恒生科技指数跌0.47%报6722点。 盘面上，大型科技股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌2.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 均下跌；房地产税试点，内房股与物管股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌近5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01516\">$融创服务(01516)$</a> 、龙湖集团等全线下跌；多地复工复产保交楼，恒大概念股集体走强，<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a> 大涨超11%，中国恒大涨4%；燃气股、家电股、内银股个别走强，招商银行高开近1%，第三季净利同比增21.07%。 恒大汽车涨超11%，中国恒大涨超4%，许家印称恒大10年内实现由房地产业向新能源汽车","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月25日讯，港股三大指数低开，恒指跌0.41%报26020点，国指跌0.59%报9301点，恒生科技指数跌0.47%报6722点。 盘面上，大型科技股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌2.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 均下跌；房地产税试点，内房股与物管股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融创中国(01918)$</a> 跌近5%，<a target=\"_blank\" href=\"https://laohu8.com/S/01516\">$融创服务(01516)$</a> 、龙湖集团等全线下跌；多地复工复产保交楼，恒大概念股集体走强，<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a> 大涨超11%，中国恒大涨4%；燃气股、家电股、内银股个别走强，招商银行高开近1%，第三季净利同比增21.07%。 恒大汽车涨超11%，中国恒大涨超4%，许家印称恒大10年内实现由房地产业向新能源汽车","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月25日讯，港股三大指数低开，恒指跌0.41%报26020点，国指跌0.59%报9301点，恒生科技指数跌0.47%报6722点。 盘面上，大型科技股普跌，$百度集团-SW(09888)$ 跌2.4%，$美团-W(03690)$ 跌1.3%，$腾讯控股(00700)$ 、$小米集团-W(01810)$ 均下跌；房地产税试点，内房股与物管股集体下跌，$融创中国(01918)$ 跌近5%，$融创服务(01516)$ 、龙湖集团等全线下跌；多地复工复产保交楼，恒大概念股集体走强，$恒大汽车(00708)$ 大涨超11%，中国恒大涨4%；燃气股、家电股、内银股个别走强，招商银行高开近1%，第三季净利同比增21.07%。 恒大汽车涨超11%，中国恒大涨超4%，许家印称恒大10年内实现由房地产业向新能源汽车","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856017082","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893975242,"gmtCreate":1628234627186,"gmtModify":1631891015375,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893975242","repostId":"1111284888","repostType":4,"repost":{"id":"1111284888","kind":"news","pubTimestamp":1628234254,"share":"https://www.laohunote.com/m/news/1111284888?lang=zh_CN&edition=full","pubTime":"2021-08-06 15:17","market":"us","language":"en","title":"Howard Marks: \"We Are In An Everything Bubble\"<blockquote>霍华德·马克斯：“我们正处于一切泡沫之中”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111284888","media":"zerohedge","summary":"The otherwise subdued and veryunhyperbolic Howard Marks caused quite a stir across trading desks (an","content":"<p>The otherwise subdued and very<i><b>un</b></i>hyperbolic Howard Marks caused quite a stir across trading desks (and perhaps the Marriner Eccles building) this afternoon, when speaking to Bloomberg's Erik Shatzker, the Oaktree co-founder said what has been obvious to most - even if it carries high career risk in saying it in public - that “<b>we’re in an everything bubble</b>\" adding that \"I don’t say today, but let’s not miss the opportunity to let the rates float back up.\"</p><p><blockquote>否则温顺而非常<i><b>一</b></i>霍华德-马克斯（Howard Marks）夸张的言论在交易柜台（或许还有马里纳-埃克尔斯大厦）引起了不小的轰动。这位橡树联合创始人在接受彭博社记者埃里克-沙茨克（Erik Shatzker）采访时表示，对大多数人来说都是显而易见的--即使在公开场合说这样的话会带来很高的职业风险--那就是 “<b>我们处在一个一切泡沫中</b>“我今天不说，但我们不要错过让利率回升的机会。”</blockquote></p><p> \"The stock market is high and the S&amp;P is at 4,400. Last March 2,200. Doubled. Prices are high. Real estate has come back. Certain sectors are very strong like infrastructure, real estate, distribution centers and so forth. We are in a low return world. The lowest returns we've ever seen prospectively.\"</p><p><blockquote>“股市高企，标准普尔指数为 4,400 点。去年 3 月为 2,200 点。翻了一番。价格高企。房地产又回来了。某些行业非常强劲，例如基础设施、房地产、配送中心等等。我们正处于一个低回报的世界。这是我们有史以来最低的回报。”</blockquote></p><p> Looking at his favorite Life Cycle of a market chart, Marks says that whereas normally the stock market and the economic cycles coincide, where the high in the stock market is close to the high in the economy and vice versa, today we have high stock prices and we are early in the economic cycle. \"That's unusual. You could say well this is bad because the recovery is nascent and stock prices are already high.\"</p><p><blockquote>看着他最喜欢的市场图表生命周期，马克斯说，虽然通常股票市场和经济周期是一致的，股票市场的高点接近经济的高点，反之亦然，但今天我们的股票价格很高，我们正处于经济周期的早期。“这很不寻常。你可以说这很糟糕，因为经济复苏刚刚开始，股价已经很高了。”</blockquote></p><p> So what should happen? According to Marks, the Fed should \"leave the markets alone\", and \"remove the punch bowl somewhat\" so that interest rates can be what the economy and participants want them to be, not what the Fed wants them to be. Reminding viewers that the Fed missed an opportunity to raise rates in 2018 - when the market drop dragged the Fed right back in - Marks says \"let's not miss the opportunity to let rates go back up\"&nbsp; and the Fed should not hold back out of fear of another “taper tantrum.”</p><p><blockquote>那么应该发生什么呢？马克斯认为，美联储应该“不管市场”，并“在一定程度上移除潘趣酒”，以便利率可以成为经济和参与者希望的样子，而不是美联储希望的样子。马克斯提醒观众，美联储错过了 2018 年加息的机会--当时市场下跌将美联储拖了回来--他说 “我们不要错过让利率回升的机会”，美联储不应该因为害怕再次出现 “缩减利率恐慌”而犹豫不决。</blockquote></p><p> <b>\"It's like with your kids. As a parent we can't be afraid of our kids tantrums. The Fed can't be afraid of investors' tantrums. The Fed has to do the right thing for the economy. It's job is not to make money for investors.</b>And when the economy is strong you have to stop emergency measures and let rates go back up.\"</p><p><blockquote><b>“这就像对待你的孩子一样。作为父母，我们不能害怕孩子发脾气。美联储不能害怕投资者发脾气。美联储必须为经济做正确的事情。它的工作不是为投资者赚钱。</b>当经济强劲时，你必须停止紧急措施并让利率回升。”</blockquote></p><p> But far from concern about the soaring prices (courtesy of the Fed's exploding balance sheet) that have made life for every middle-class American unbearable, his concern was for his fellow finance professions; to wit, pension funds and many other institutional investors rely on getting 7% returns every year, but that's impossible when the federal funds rate is zero.</p><p><blockquote>但他并不担心飙升的物价（这要归功于美联储爆炸式的资产负债表），这让每个美国中产阶级的生活都变得难以忍受，而是担心他的金融行业同行；也就是说，养老基金和许多其他机构投资者依赖每年获得7%的回报，但当联邦基金利率为零时，这是不可能的。</blockquote></p><p> Of course, running the most overlevered economy in history will be impossible when rates are 7% but by the time it comes crashing down, we are confident that Howard will be sitting on a beach far away, earning 7%.</p><p><blockquote>当然，当利率为7%时，运行历史上最过度的经济体是不可能的，但当利率崩溃时，我们相信霍华德将坐在遥远的海滩上，赚取7%的收入。</blockquote></p><p> Today’s credit markets offer “the lowest return we’ve ever seen, prospectively,” Marks said. It is still possible to make more than investing in U.S. Treasuries, but that is getting harder. “It’s never been this unrewarding.\"</p><p><blockquote>马克斯说，如今的信贷市场提供了 “我们所见过的最低回报”。除了投资美国国债之外，仍然有可能赚更多的钱，但这变得越来越困难。“从来没有这么没有回报”。</blockquote></p><p> Actually, a few million Robinhooders will beg to differ: with no risk-free returns left in the market, it means that anyone hoping to generate any material alpha is forced into chasing meme stonks which is great as long as they go up, but catastrophic once they plunge as Robinhood did today following yesterday's gamma squeeze. But yes, there is no disputing that the Fed has broken the market. Where our view differs with Howard's, is that we are absolutely certain that it is now completely impossible to undo 12 years of Fed central planning and micromanagement of markets. Back in 2009 it may still have been feasible to extricate asset prices from monetary policy, but now it is too late.</p><p><blockquote>事实上，几百万 Robinhooders 不敢苟同：由于市场上没有无风险回报，这意味着任何希望产生任何物质 alpha 的人都被迫追逐 meme stonks，只要它们上涨，这就很棒，但一旦它们暴跌，就像 Robinhood 在昨天的伽马挤压之后今天所做的那样，那就是灾难性的。但没错，美联储打破了市场，这一点毋庸置疑。我们的观点与霍华德的不同之处在于，我们绝对肯定，现在完全不可能撤销美联储12年来对市场的中央规划和微观管理。早在2009年，将资产价格从货币政策中解脱出来或许仍然可行，但现在为时已晚。</blockquote></p><p> Where we agree is that he is of course, right: this is indeed an everything bubble, something we have been saying since inception.</p><p><blockquote>我们一致认为，他当然是对的：这确实是一个万物泡沫，这是我们从一开始就一直在说的。</blockquote></p><p> And indicatively, whereas one year ago there was $1 trillion in distressed debt last year, since then that number has plunged to just $124.7 billion, aided by the Federal Reserve’s unprecedented steps to steady the&nbsp;markets&nbsp;economy.</p><p><blockquote>值得注意的是，一年前不良债务为 1 万亿美元，而去年不良债务为 1 万亿美元，而自那以后，在美联储为稳定市场经济而采取的前所未有的措施的帮助下，这一数字已骤降至 1247 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nHoward Marks: \"We Are In An Everything Bubble\"<blockquote>霍华德·马克斯：“我们正处于一切泡沫之中”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-06 15:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The otherwise subdued and very<i><b>un</b></i>hyperbolic Howard Marks caused quite a stir across trading desks (and perhaps the Marriner Eccles building) this afternoon, when speaking to Bloomberg's Erik Shatzker, the Oaktree co-founder said what has been obvious to most - even if it carries high career risk in saying it in public - that “<b>we’re in an everything bubble</b>\" adding that \"I don’t say today, but let’s not miss the opportunity to let the rates float back up.\"</p><p><blockquote>否则温顺而非常<i><b>一</b></i>霍华德-马克斯（Howard Marks）夸张的言论在交易柜台（或许还有马里纳-埃克尔斯大厦）引起了不小的轰动。这位橡树联合创始人在接受彭博社记者埃里克-沙茨克（Erik Shatzker）采访时表示，对大多数人来说都是显而易见的--即使在公开场合说这样的话会带来很高的职业风险--那就是 “<b>我们处在一个一切泡沫中</b>“我今天不说，但我们不要错过让利率回升的机会。”</blockquote></p><p> \"The stock market is high and the S&amp;P is at 4,400. Last March 2,200. Doubled. Prices are high. Real estate has come back. Certain sectors are very strong like infrastructure, real estate, distribution centers and so forth. We are in a low return world. The lowest returns we've ever seen prospectively.\"</p><p><blockquote>“股市高企，标准普尔指数为 4,400 点。去年 3 月为 2,200 点。翻了一番。价格高企。房地产又回来了。某些行业非常强劲，例如基础设施、房地产、配送中心等等。我们正处于一个低回报的世界。这是我们有史以来最低的回报。”</blockquote></p><p> Looking at his favorite Life Cycle of a market chart, Marks says that whereas normally the stock market and the economic cycles coincide, where the high in the stock market is close to the high in the economy and vice versa, today we have high stock prices and we are early in the economic cycle. \"That's unusual. You could say well this is bad because the recovery is nascent and stock prices are already high.\"</p><p><blockquote>看着他最喜欢的市场图表生命周期，马克斯说，虽然通常股票市场和经济周期是一致的，股票市场的高点接近经济的高点，反之亦然，但今天我们的股票价格很高，我们正处于经济周期的早期。“这很不寻常。你可以说这很糟糕，因为经济复苏刚刚开始，股价已经很高了。”</blockquote></p><p> So what should happen? According to Marks, the Fed should \"leave the markets alone\", and \"remove the punch bowl somewhat\" so that interest rates can be what the economy and participants want them to be, not what the Fed wants them to be. Reminding viewers that the Fed missed an opportunity to raise rates in 2018 - when the market drop dragged the Fed right back in - Marks says \"let's not miss the opportunity to let rates go back up\"&nbsp; and the Fed should not hold back out of fear of another “taper tantrum.”</p><p><blockquote>那么应该发生什么呢？马克斯认为，美联储应该“不管市场”，并“在一定程度上移除潘趣酒”，以便利率可以成为经济和参与者希望的样子，而不是美联储希望的样子。马克斯提醒观众，美联储错过了 2018 年加息的机会--当时市场下跌将美联储拖了回来--他说 “我们不要错过让利率回升的机会”，美联储不应该因为害怕再次出现 “缩减利率恐慌”而犹豫不决。</blockquote></p><p> <b>\"It's like with your kids. As a parent we can't be afraid of our kids tantrums. The Fed can't be afraid of investors' tantrums. The Fed has to do the right thing for the economy. It's job is not to make money for investors.</b>And when the economy is strong you have to stop emergency measures and let rates go back up.\"</p><p><blockquote><b>“这就像对待你的孩子一样。作为父母，我们不能害怕孩子发脾气。美联储不能害怕投资者发脾气。美联储必须为经济做正确的事情。它的工作不是为投资者赚钱。</b>当经济强劲时，你必须停止紧急措施并让利率回升。”</blockquote></p><p> But far from concern about the soaring prices (courtesy of the Fed's exploding balance sheet) that have made life for every middle-class American unbearable, his concern was for his fellow finance professions; to wit, pension funds and many other institutional investors rely on getting 7% returns every year, but that's impossible when the federal funds rate is zero.</p><p><blockquote>但他并不担心飙升的物价（这要归功于美联储爆炸式的资产负债表），这让每个美国中产阶级的生活都变得难以忍受，而是担心他的金融行业同行；也就是说，养老基金和许多其他机构投资者依赖每年获得7%的回报，但当联邦基金利率为零时，这是不可能的。</blockquote></p><p> Of course, running the most overlevered economy in history will be impossible when rates are 7% but by the time it comes crashing down, we are confident that Howard will be sitting on a beach far away, earning 7%.</p><p><blockquote>当然，当利率为7%时，运行历史上最过度的经济体是不可能的，但当利率崩溃时，我们相信霍华德将坐在遥远的海滩上，赚取7%的收入。</blockquote></p><p> Today’s credit markets offer “the lowest return we’ve ever seen, prospectively,” Marks said. It is still possible to make more than investing in U.S. Treasuries, but that is getting harder. “It’s never been this unrewarding.\"</p><p><blockquote>马克斯说，如今的信贷市场提供了 “我们所见过的最低回报”。除了投资美国国债之外，仍然有可能赚更多的钱，但这变得越来越困难。“从来没有这么没有回报”。</blockquote></p><p> Actually, a few million Robinhooders will beg to differ: with no risk-free returns left in the market, it means that anyone hoping to generate any material alpha is forced into chasing meme stonks which is great as long as they go up, but catastrophic once they plunge as Robinhood did today following yesterday's gamma squeeze. But yes, there is no disputing that the Fed has broken the market. Where our view differs with Howard's, is that we are absolutely certain that it is now completely impossible to undo 12 years of Fed central planning and micromanagement of markets. Back in 2009 it may still have been feasible to extricate asset prices from monetary policy, but now it is too late.</p><p><blockquote>事实上，几百万 Robinhooders 不敢苟同：由于市场上没有无风险回报，这意味着任何希望产生任何物质 alpha 的人都被迫追逐 meme stonks，只要它们上涨，这就很棒，但一旦它们暴跌，就像 Robinhood 在昨天的伽马挤压之后今天所做的那样，那就是灾难性的。但没错，美联储打破了市场，这一点毋庸置疑。我们的观点与霍华德的不同之处在于，我们绝对肯定，现在完全不可能撤销美联储12年来对市场的中央规划和微观管理。早在2009年，将资产价格从货币政策中解脱出来或许仍然可行，但现在为时已晚。</blockquote></p><p> Where we agree is that he is of course, right: this is indeed an everything bubble, something we have been saying since inception.</p><p><blockquote>我们一致认为，他当然是对的：这确实是一个万物泡沫，这是我们从一开始就一直在说的。</blockquote></p><p> And indicatively, whereas one year ago there was $1 trillion in distressed debt last year, since then that number has plunged to just $124.7 billion, aided by the Federal Reserve’s unprecedented steps to steady the&nbsp;markets&nbsp;economy.</p><p><blockquote>值得注意的是，一年前不良债务为 1 万亿美元，而去年不良债务为 1 万亿美元，而自那以后，在美联储为稳定市场经济而采取的前所未有的措施的帮助下，这一数字已骤降至 1247 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/howard-marks-we-are-everything-bubble\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/howard-marks-we-are-everything-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111284888","content_text":"The otherwise subdued and veryunhyperbolic Howard Marks caused quite a stir across trading desks (and perhaps the Marriner Eccles building) this afternoon, when speaking to Bloomberg's Erik Shatzker, the Oaktree co-founder said what has been obvious to most - even if it carries high career risk in saying it in public - that “we’re in an everything bubble\" adding that \"I don’t say today, but let’s not miss the opportunity to let the rates float back up.\"\n\"The stock market is high and the S&P is at 4,400. Last March 2,200. Doubled. Prices are high. Real estate has come back. Certain sectors are very strong like infrastructure, real estate, distribution centers and so forth. We are in a low return world. The lowest returns we've ever seen prospectively.\"\nLooking at his favorite Life Cycle of a market chart, Marks says that whereas normally the stock market and the economic cycles coincide, where the high in the stock market is close to the high in the economy and vice versa, today we have high stock prices and we are early in the economic cycle. \"That's unusual. You could say well this is bad because the recovery is nascent and stock prices are already high.\"\nSo what should happen? According to Marks, the Fed should \"leave the markets alone\", and \"remove the punch bowl somewhat\" so that interest rates can be what the economy and participants want them to be, not what the Fed wants them to be. Reminding viewers that the Fed missed an opportunity to raise rates in 2018 - when the market drop dragged the Fed right back in - Marks says \"let's not miss the opportunity to let rates go back up\"  and the Fed should not hold back out of fear of another “taper tantrum.”\n\"It's like with your kids. As a parent we can't be afraid of our kids tantrums. The Fed can't be afraid of investors' tantrums. The Fed has to do the right thing for the economy. It's job is not to make money for investors.And when the economy is strong you have to stop emergency measures and let rates go back up.\"\nBut far from concern about the soaring prices (courtesy of the Fed's exploding balance sheet) that have made life for every middle-class American unbearable, his concern was for his fellow finance professions; to wit, pension funds and many other institutional investors rely on getting 7% returns every year, but that's impossible when the federal funds rate is zero.\nOf course, running the most overlevered economy in history will be impossible when rates are 7% but by the time it comes crashing down, we are confident that Howard will be sitting on a beach far away, earning 7%.\nToday’s credit markets offer “the lowest return we’ve ever seen, prospectively,” Marks said. It is still possible to make more than investing in U.S. Treasuries, but that is getting harder. “It’s never been this unrewarding.\"\nActually, a few million Robinhooders will beg to differ: with no risk-free returns left in the market, it means that anyone hoping to generate any material alpha is forced into chasing meme stonks which is great as long as they go up, but catastrophic once they plunge as Robinhood did today following yesterday's gamma squeeze. But yes, there is no disputing that the Fed has broken the market. Where our view differs with Howard's, is that we are absolutely certain that it is now completely impossible to undo 12 years of Fed central planning and micromanagement of markets. Back in 2009 it may still have been feasible to extricate asset prices from monetary policy, but now it is too late.\nWhere we agree is that he is of course, right: this is indeed an everything bubble, something we have been saying since inception.\nAnd indicatively, whereas one year ago there was $1 trillion in distressed debt last year, since then that number has plunged to just $124.7 billion, aided by the Federal Reserve’s unprecedented steps to steady the markets economy.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800081339,"gmtCreate":1627265966721,"gmtModify":1631891015387,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800081339","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":3554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800089933,"gmtCreate":1627265922922,"gmtModify":1631891015403,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800089933","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":3503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178713768,"gmtCreate":1626836834654,"gmtModify":1631891015418,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178713768","repostId":"1108406839","repostType":4,"repost":{"id":"1108406839","kind":"news","pubTimestamp":1626835975,"share":"https://www.laohunote.com/m/news/1108406839?lang=zh_CN&edition=full","pubTime":"2021-07-21 10:52","market":"us","language":"en","title":"Why Tesla Stock Popped Again Tuesday<blockquote>为什么特斯拉股价周二再次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108406839","media":"The Motley Fool","summary":"What happened\nSix days ago, Tesla Motors stock dropped in response to comments fromwould-be rival Lu","content":"<p><h3><b>What happened</b></h3> Six days ago,<b>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </b>stock dropped in response to comments fromwould-be rival Lucid Motors&nbsp;(coming public via special-purpose acquisition company (SPAC)&nbsp;<b><a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a></b>&nbsp;(NYSE:CCIV)&nbsp;soon), whose CEO Peter Rawlinson boasted that his company's new \"Air\" electric vehicle would be more efficient than a Tesla Model S and steal away $900 million in sales that might otherwise have gone to Tesla.</p><p><blockquote><h3><b>发生了什么事</b></h3>六天前，<b> <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>由于潜在竞争对手 Lucid Motors（通过特殊目的收购公司 (SPAC) 上市）的评论，股价下跌<b><a href=\"https://laohu8.com/S/CCIV\">丘吉尔资本公司四世</a></b>（纽约证券交易所股票代码：CCIV）即将推出），其首席执行官彼得·罗林森 (Peter Rawlinson) 吹嘘说，他公司的新型“空气”电动汽车将比特斯拉 Model S 更高效，并窃取 9 亿美元的销售额，否则这些销售额可能会流向特斯拉。</blockquote></p><p> Tesla stock dropped on this reminder of increased competition, so I guess it makes sense that today, we're seeing Tesla stock&nbsp;<i>rise</i>&nbsp;in response to news than some&nbsp;<i>other</i>&nbsp;competition is falling further behind in this race.</p><p><blockquote>特斯拉股票因竞争加剧的提醒而下跌，所以我想今天我们看到特斯拉股票是有道理的<i>上升</i>对新闻的回应比一些<i>其他的</i>在这场比赛中，竞争越来越落后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ad37d27c8cc15cca2476a1a109b02e2\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <h3><b>So what</b></h3> As CNBC first reported late last week, and as Tesla fan site&nbsp;Teslarati&nbsp;re-reported today, construction delays and supply-chain disruptions from the pandemic have forcedelectric-truck upstart&nbsp;Rivian to delay deliveries of its ballyhooed R1T electric-pickup truck until September.</p><p><blockquote><h3><b>那又怎样</b></h3>正如 CNBC 上周晚些时候首次报道的那样，以及特斯拉粉丝网站 Teslarati 今天再次报道的那样，大流行造成的施工延误和供应链中断迫使电动卡车新贵Rivian将其大肆宣传的 R1T 电动皮卡车的交付推迟到 9 月份。</blockquote></p><p> Now the good news for Rivian is that it seems to be prioritizing production for its marquee customer&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;and still plans to put a first installment of 10,000 electric Amazon vans on the road \"as early as next year.\" But the good news for&nbsp;<i>Tesla</i>&nbsp;is that, with Rivian focusing on keeping its most important customer happy, Tesla won't have to compete with a new electric-pickup truck for a few more months now.</p><p><blockquote>现在对Rivian来说好消息是，它似乎正在优先考虑为其主要客户生产<b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>并且仍计划“最早明年”将首批 10,000 辆亚马逊电动货车投入使用。但好消息是<i>特斯拉</i>也就是说，随着Rivian专注于让其最重要的客户满意，特斯拉现在将不必再与新的电动皮卡车竞争几个月。</blockquote></p><p> <h3><b>Now what</b></h3> This is really unalloyed good news for Tesla. I mean, Amazon had already tapped Rivian to build a total of 100,000 electric-delivery vans for its armies of parcel-toting delivery drivers. This wasn't business Tesla was going to win away even if Rivian had to delay production of these vans.</p><p><blockquote><h3><b>现在呢</b></h3>这对特斯拉来说确实是个好消息。我的意思是，亚马逊已经聘请Rivian为其包裹搬运送货司机大军建造了总共 100,000 辆电动送货车。即使Rivian不得不推迟这些货车的生产，特斯拉也不会赢得这笔生意。</blockquote></p><p> Where Tesla can still compete in the electric-truck (as opposed to the electric-car) market is on sales to individual consumers, and that's the competition that has been pushed back a bit by Rivian's production delays.</p><p><blockquote>特斯拉仍然可以在电动卡车（而不是电动汽车）市场上竞争，那就是面向个人消费者的销售，而 Rivian 的生产延迟在一定程度上阻碍了这种竞争。</blockquote></p><p> Granted, there's still&nbsp;<b><a href=\"https://laohu8.com/S/F\">Ford</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/GM\">General Motors</a></b>, and a whole host of other would-be electric-car companiesall coming down the pike. For the time being, though, today's news was good enough to help lift Tesla stock 2.2% by the closing bell.</p><p><blockquote>当然，还有<b><a href=\"https://laohu8.com/S/F\">福特</a></b>, <b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>以及其他一大批潜在的电动汽车公司都在倒下。不过，就目前而言，今天的消息足以帮助特斯拉股价在收盘时上涨 2.2%。</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>Why Tesla Stock Popped Again Tuesday<blockquote>为什么特斯拉股价周二再次上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Popped Again Tuesday<blockquote>为什么特斯拉股价周二再次上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-07-21 10:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h3><b>What happened</b></h3> Six days ago,<b>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </b>stock dropped in response to comments fromwould-be rival Lucid Motors&nbsp;(coming public via special-purpose acquisition company (SPAC)&nbsp;<b><a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a></b>&nbsp;(NYSE:CCIV)&nbsp;soon), whose CEO Peter Rawlinson boasted that his company's new \"Air\" electric vehicle would be more efficient than a Tesla Model S and steal away $900 million in sales that might otherwise have gone to Tesla.</p><p><blockquote><h3><b>发生了什么事</b></h3>六天前，<b> <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>由于潜在竞争对手 Lucid Motors（通过特殊目的收购公司 (SPAC) 上市）的评论，股价下跌<b><a href=\"https://laohu8.com/S/CCIV\">丘吉尔资本公司四世</a></b>（纽约证券交易所股票代码：CCIV）即将推出），其首席执行官彼得·罗林森 (Peter Rawlinson) 吹嘘说，他公司的新型“空气”电动汽车将比特斯拉 Model S 更高效，并窃取 9 亿美元的销售额，否则这些销售额可能会流向特斯拉。</blockquote></p><p> Tesla stock dropped on this reminder of increased competition, so I guess it makes sense that today, we're seeing Tesla stock&nbsp;<i>rise</i>&nbsp;in response to news than some&nbsp;<i>other</i>&nbsp;competition is falling further behind in this race.</p><p><blockquote>特斯拉股票因竞争加剧的提醒而下跌，所以我想今天我们看到特斯拉股票是有道理的<i>上升</i>对新闻的回应比一些<i>其他的</i>在这场比赛中，竞争越来越落后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ad37d27c8cc15cca2476a1a109b02e2\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <h3><b>So what</b></h3> As CNBC first reported late last week, and as Tesla fan site&nbsp;Teslarati&nbsp;re-reported today, construction delays and supply-chain disruptions from the pandemic have forcedelectric-truck upstart&nbsp;Rivian to delay deliveries of its ballyhooed R1T electric-pickup truck until September.</p><p><blockquote><h3><b>那又怎样</b></h3>正如 CNBC 上周晚些时候首次报道的那样，以及特斯拉粉丝网站 Teslarati 今天再次报道的那样，大流行造成的施工延误和供应链中断迫使电动卡车新贵Rivian将其大肆宣传的 R1T 电动皮卡车的交付推迟到 9 月份。</blockquote></p><p> Now the good news for Rivian is that it seems to be prioritizing production for its marquee customer&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;and still plans to put a first installment of 10,000 electric Amazon vans on the road \"as early as next year.\" But the good news for&nbsp;<i>Tesla</i>&nbsp;is that, with Rivian focusing on keeping its most important customer happy, Tesla won't have to compete with a new electric-pickup truck for a few more months now.</p><p><blockquote>现在对Rivian来说好消息是，它似乎正在优先考虑为其主要客户生产<b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>并且仍计划“最早明年”将首批 10,000 辆亚马逊电动货车投入使用。但好消息是<i>特斯拉</i>也就是说，随着Rivian专注于让其最重要的客户满意，特斯拉现在将不必再与新的电动皮卡车竞争几个月。</blockquote></p><p> <h3><b>Now what</b></h3> This is really unalloyed good news for Tesla. I mean, Amazon had already tapped Rivian to build a total of 100,000 electric-delivery vans for its armies of parcel-toting delivery drivers. This wasn't business Tesla was going to win away even if Rivian had to delay production of these vans.</p><p><blockquote><h3><b>现在呢</b></h3>这对特斯拉来说确实是个好消息。我的意思是，亚马逊已经聘请Rivian为其包裹搬运送货司机大军建造了总共 100,000 辆电动送货车。即使Rivian不得不推迟这些货车的生产，特斯拉也不会赢得这笔生意。</blockquote></p><p> Where Tesla can still compete in the electric-truck (as opposed to the electric-car) market is on sales to individual consumers, and that's the competition that has been pushed back a bit by Rivian's production delays.</p><p><blockquote>特斯拉仍然可以在电动卡车（而不是电动汽车）市场上竞争，那就是面向个人消费者的销售，而 Rivian 的生产延迟在一定程度上阻碍了这种竞争。</blockquote></p><p> Granted, there's still&nbsp;<b><a href=\"https://laohu8.com/S/F\">Ford</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/GM\">General Motors</a></b>, and a whole host of other would-be electric-car companiesall coming down the pike. For the time being, though, today's news was good enough to help lift Tesla stock 2.2% by the closing bell.</p><p><blockquote>当然，还有<b><a href=\"https://laohu8.com/S/F\">福特</a></b>, <b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>以及其他一大批潜在的电动汽车公司都在倒下。不过，就目前而言，今天的消息足以帮助特斯拉股价在收盘时上涨 2.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/20/why-tesla-stock-popped-again-tuesday/\">The 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":{"AMZN":"亚马逊","F":"福特汽车","TSLA":"特斯拉","LCID":"Lucid Group Inc","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2021/07/20/why-tesla-stock-popped-again-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108406839","content_text":"What happened\nSix days ago, Tesla Motors stock dropped in response to comments fromwould-be rival Lucid Motors (coming public via special-purpose acquisition company (SPAC) Churchill Capital Corp IV (NYSE:CCIV) soon), whose CEO Peter Rawlinson boasted that his company's new \"Air\" electric vehicle would be more efficient than a Tesla Model S and steal away $900 million in sales that might otherwise have gone to Tesla.\nTesla stock dropped on this reminder of increased competition, so I guess it makes sense that today, we're seeing Tesla stock rise in response to news than some other competition is falling further behind in this race.\n\nIMAGE SOURCE: GETTY IMAGES.\nSo what\nAs CNBC first reported late last week, and as Tesla fan site Teslarati re-reported today, construction delays and supply-chain disruptions from the pandemic have forcedelectric-truck upstart Rivian to delay deliveries of its ballyhooed R1T electric-pickup truck until September.\nNow the good news for Rivian is that it seems to be prioritizing production for its marquee customer Amazon.com and still plans to put a first installment of 10,000 electric Amazon vans on the road \"as early as next year.\" But the good news for Tesla is that, with Rivian focusing on keeping its most important customer happy, Tesla won't have to compete with a new electric-pickup truck for a few more months now.\nNow what\nThis is really unalloyed good news for Tesla. I mean, Amazon had already tapped Rivian to build a total of 100,000 electric-delivery vans for its armies of parcel-toting delivery drivers. This wasn't business Tesla was going to win away even if Rivian had to delay production of these vans.\nWhere Tesla can still compete in the electric-truck (as opposed to the electric-car) market is on sales to individual consumers, and that's the competition that has been pushed back a bit by Rivian's production delays.\nGranted, there's still Ford, General Motors, and a whole host of other would-be electric-car companiesall coming down the pike. For the time being, though, today's news was good enough to help lift Tesla stock 2.2% by the closing bell.","news_type":1,"symbols_score_info":{"F":0.9,"TSLA":0.9,"LCID":0.9,"GM":0.9,"AMZN":0.9,"CCIV":0.9}},"isVote":1,"tweetType":1,"viewCount":2989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178713399,"gmtCreate":1626836796811,"gmtModify":1631891015428,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178713399","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179356502,"gmtCreate":1626488223906,"gmtModify":1631891015442,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/179356502","repostId":"1198202103","repostType":4,"isVote":1,"tweetType":1,"viewCount":3997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145845579,"gmtCreate":1626219257791,"gmtModify":1631891015457,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145845579","repostId":"2151780560","repostType":4,"isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145845009,"gmtCreate":1626219220901,"gmtModify":1631891015469,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Ye","listText":"Ye","text":"Ye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145845009","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142200863,"gmtCreate":1626149975752,"gmtModify":1631891015482,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"We","listText":"We","text":"We","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142200863","repostId":"1119839711","repostType":4,"repost":{"id":"1119839711","kind":"news","pubTimestamp":1626126339,"share":"https://www.laohunote.com/m/news/1119839711?lang=zh_CN&edition=full","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数最终仅接近 35,000 点里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一的综合指数连续创下历史新高，本周开始时与上周结束时相同。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的结束是在投资者等待美联储主席杰罗姆半年一次的证词之际<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，本周将发布一系列经济报告，企业季度业绩的非官方开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数（DJIA）上涨 126.02 点，涨幅 0.4%，收于创纪录的 34,996.18 点。</li><li>标普500指数SPX,+0.35%上涨15.08点，即0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收盘创下历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为 0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。这一上涨发生在本周晚些时候可能成为催化剂的一系列关键事件之前，其中包括财报季的非官方开始，这<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司</b>.JPM,+1.43% 将于周二开盘，鲍威尔在国会大厦作证<a href=\"https://laohu8.com/S/HIL\">山丘</a>以及有关通胀的最新数据。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”该公司董事约翰-凯里（John Carey）说。<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S. 的收入，并补充说，就目前而言，盈利掩盖了不确定性<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>超出计划的基础设施支出和潜在的更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>“凯里告诉 MarketWatch：”大多数人似乎都关注经济的实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是国债收益率下降。政府债务利率下限引发了人们对美国经济从疫情中复苏前景的质疑。新冠肺炎德尔塔变异毒株的传播已经成为一个令人担忧的问题，但分配给某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，对美联储货币政策的质疑也被归咎于一些不稳定的交易。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>10年期MUBMUSD10Y,1.365%收益率周一小幅上涨不到一个基点至1.362%，而30年期国债收益率STMUBMUSD30Y,2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月 1200 亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管对通货膨胀和增长峰值的担忧继续渗透并困扰着美国家庭，但一些策略师表示，这些担忧可能对市场来说 “过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>“由杰森-普莱德（Jason Pride）和迈克尔-雷诺兹（Michael Reynolds）领导的格伦米德团队在周一的一份报告中写道：”之前对通胀的担忧和当前对增长峰值的担忧都可能是对近期趋势的过度推断反映，不会持续下去。</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行病中持续复苏的过程中，市场可能会继续波动，因为它们试图适应快速变化的信息流”，但这些因素 “从长远来看不应扰乱市场”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注三角洲驱动的COVID感染。美国以 3385 万例 COVID 病例和 607,156 例死亡病例位居世界第一。安东尼-福奇（Anthony Fauci）博士周一表示，目前不需要加强剂，但在周日接受美国有线电视新闻网（CNN）采访时表示，看到保守派为低疫苗接种率欢呼，并指责 “意识形态僵化 ”阻碍了抗击大流行病的斗争，这令人 “恐惧”。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“本-梅（Ben May）说：”我们早就警告说，接种疫苗不太可能引发向正常的平稳过渡。<a href=\"https://laohu8.com/S/OXM\">牛津</a>《经济学》全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格读数。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注了20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“美国财政部长珍妮特-耶伦（Janet Yellen）在就修改国际企业税法向欧盟国家发表讲话时说：”我们需要可持续的收入来源，而不是依赖于对工人工资进一步征税和加剧我们都致力于减少的经济差距。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>“她说：”我们需要杜绝企业将资本收入转移到低税收管辖区，杜绝允许企业逃避支付公平份额的会计噱头。</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">博通</a>公司</b>.AVGO,+1.16%周一，《华尔街日报》报道这家芯片和软件公司正在洽谈收购 SAS Institute Inc.，此前该公司股价上涨 1.2%，交易估值可能达到 150 亿至 200 亿美元。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司</b>.AAPL,-0.42% 特拉华州联邦法官驳回了 Blix Inc. 的诉讼，称该诉讼未能证明苹果如何损害移动操作系统市场的竞争，一天后，AAPL 股价下跌 0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16% 表示，该公司将于下个月拆分为两家上市业务，维多利亚的秘密公司（Victoria's Secret&amp;Co.）的内衣部门将更名为 “VSCO”，而 Bath &amp; BodyWorks Inc. 从 8 月 3 日开始，股票代码为 “BBWI ”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>公司</b>.GME,-1.04%股价周一下跌1%，此前Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远低于该公司周一189.25美元的收盘价。</li><li>韦伯是户外烤架的制造商，在其标志性的圆顶状烤架问世近 50 年后，该公司已申请上市。股份将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>股票代码为WEBR的证券交易所。</li><li>股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid 周一下跌 17.3%，这是自 2020 年 3 月 16 日以来最大的单日百分比跌幅，一天前，创始人理查德-布兰森（Richard Branson）和五名机组人员乘坐该公司的 VSS 成功飞入亚轨道空间。<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力航天飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商BASE周一确定了首次公开募股的条款，计划发行700万股股票，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为 “BASE”。</li><li>股份<b>现代公司</b>该公司表示将向阿根廷供应 2000 万剂 COVID-19 疫苗，周一上涨 2.8%。</li><li>股份<b><a href=\"https://laohu8.com/S/SWI\">太阳风公司</a>.</b>SWI 周一下跌 1.8%，尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>ICE 美元指数 DXY（衡量美元兑六大主要竞争对手的指标）上涨 0.1%。</li><li>石油期货周一收低，美国基准CL00 CL.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金 GC00 收盘下跌 0.3%，至每盎司 1,805.90 美元。</li><li>欧洲股市方面，斯托克欧洲 600 SXXP 指数收盘上涨 0.7%，伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX 周一收盘上涨 0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨 0.7%，香港恒生指数恒生指数上涨 0.6%，日本日经 225 NIK 指数上涨 2.3%。</li></ul></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</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\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-13 05:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数最终仅接近 35,000 点里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一的综合指数连续创下历史新高，本周开始时与上周结束时相同。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的结束是在投资者等待美联储主席杰罗姆半年一次的证词之际<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，本周将发布一系列经济报告，企业季度业绩的非官方开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数（DJIA）上涨 126.02 点，涨幅 0.4%，收于创纪录的 34,996.18 点。</li><li>标普500指数SPX,+0.35%上涨15.08点，即0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收盘创下历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为 0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。这一上涨发生在本周晚些时候可能成为催化剂的一系列关键事件之前，其中包括财报季的非官方开始，这<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司</b>.JPM,+1.43% 将于周二开盘，鲍威尔在国会大厦作证<a href=\"https://laohu8.com/S/HIL\">山丘</a>以及有关通胀的最新数据。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”该公司董事约翰-凯里（John Carey）说。<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S. 的收入，并补充说，就目前而言，盈利掩盖了不确定性<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>超出计划的基础设施支出和潜在的更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>“凯里告诉 MarketWatch：”大多数人似乎都关注经济的实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是国债收益率下降。政府债务利率下限引发了人们对美国经济从疫情中复苏前景的质疑。新冠肺炎德尔塔变异毒株的传播已经成为一个令人担忧的问题，但分配给某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，对美联储货币政策的质疑也被归咎于一些不稳定的交易。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>10年期MUBMUSD10Y,1.365%收益率周一小幅上涨不到一个基点至1.362%，而30年期国债收益率STMUBMUSD30Y,2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月 1200 亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管对通货膨胀和增长峰值的担忧继续渗透并困扰着美国家庭，但一些策略师表示，这些担忧可能对市场来说 “过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>“由杰森-普莱德（Jason Pride）和迈克尔-雷诺兹（Michael Reynolds）领导的格伦米德团队在周一的一份报告中写道：”之前对通胀的担忧和当前对增长峰值的担忧都可能是对近期趋势的过度推断反映，不会持续下去。</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行病中持续复苏的过程中，市场可能会继续波动，因为它们试图适应快速变化的信息流”，但这些因素 “从长远来看不应扰乱市场”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注三角洲驱动的COVID感染。美国以 3385 万例 COVID 病例和 607,156 例死亡病例位居世界第一。安东尼-福奇（Anthony Fauci）博士周一表示，目前不需要加强剂，但在周日接受美国有线电视新闻网（CNN）采访时表示，看到保守派为低疫苗接种率欢呼，并指责 “意识形态僵化 ”阻碍了抗击大流行病的斗争，这令人 “恐惧”。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“本-梅（Ben May）说：”我们早就警告说，接种疫苗不太可能引发向正常的平稳过渡。<a href=\"https://laohu8.com/S/OXM\">牛津</a>《经济学》全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格读数。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注了20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“美国财政部长珍妮特-耶伦（Janet Yellen）在就修改国际企业税法向欧盟国家发表讲话时说：”我们需要可持续的收入来源，而不是依赖于对工人工资进一步征税和加剧我们都致力于减少的经济差距。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>“她说：”我们需要杜绝企业将资本收入转移到低税收管辖区，杜绝允许企业逃避支付公平份额的会计噱头。</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">博通</a>公司</b>.AVGO,+1.16%周一，《华尔街日报》报道这家芯片和软件公司正在洽谈收购 SAS Institute Inc.，此前该公司股价上涨 1.2%，交易估值可能达到 150 亿至 200 亿美元。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司</b>.AAPL,-0.42% 特拉华州联邦法官驳回了 Blix Inc. 的诉讼，称该诉讼未能证明苹果如何损害移动操作系统市场的竞争，一天后，AAPL 股价下跌 0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16% 表示，该公司将于下个月拆分为两家上市业务，维多利亚的秘密公司（Victoria's Secret&amp;Co.）的内衣部门将更名为 “VSCO”，而 Bath &amp; BodyWorks Inc. 从 8 月 3 日开始，股票代码为 “BBWI ”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>公司</b>.GME,-1.04%股价周一下跌1%，此前Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远低于该公司周一189.25美元的收盘价。</li><li>韦伯是户外烤架的制造商，在其标志性的圆顶状烤架问世近 50 年后，该公司已申请上市。股份将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>股票代码为WEBR的证券交易所。</li><li>股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid 周一下跌 17.3%，这是自 2020 年 3 月 16 日以来最大的单日百分比跌幅，一天前，创始人理查德-布兰森（Richard Branson）和五名机组人员乘坐该公司的 VSS 成功飞入亚轨道空间。<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力航天飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商BASE周一确定了首次公开募股的条款，计划发行700万股股票，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为 “BASE”。</li><li>股份<b>现代公司</b>该公司表示将向阿根廷供应 2000 万剂 COVID-19 疫苗，周一上涨 2.8%。</li><li>股份<b><a href=\"https://laohu8.com/S/SWI\">太阳风公司</a>.</b>SWI 周一下跌 1.8%，尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>ICE 美元指数 DXY（衡量美元兑六大主要竞争对手的指标）上涨 0.1%。</li><li>石油期货周一收低，美国基准CL00 CL.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金 GC00 收盘下跌 0.3%，至每盎司 1,805.90 美元。</li><li>欧洲股市方面，斯托克欧洲 600 SXXP 指数收盘上涨 0.7%，伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX 周一收盘上涨 0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨 0.7%，香港恒生指数恒生指数上涨 0.6%，日本日经 225 NIK 指数上涨 2.3%。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146944945,"gmtCreate":1626051455687,"gmtModify":1631891015493,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146944945","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157931294,"gmtCreate":1625559154318,"gmtModify":1631893237243,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157931294","repostId":"2149566543","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157933415,"gmtCreate":1625559126737,"gmtModify":1631893237258,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574129486061678","idStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157933415","repostId":"2149566543","repostType":4,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":179356502,"gmtCreate":1626488223906,"gmtModify":1631891015442,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/179356502","repostId":"1198202103","repostType":4,"isVote":1,"tweetType":1,"viewCount":3997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800081339,"gmtCreate":1627265966721,"gmtModify":1631891015387,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800081339","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":3554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178713768,"gmtCreate":1626836834654,"gmtModify":1631891015418,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178713768","repostId":"1108406839","repostType":4,"repost":{"id":"1108406839","kind":"news","pubTimestamp":1626835975,"share":"https://www.laohunote.com/m/news/1108406839?lang=zh_CN&edition=full","pubTime":"2021-07-21 10:52","market":"us","language":"en","title":"Why Tesla Stock Popped Again Tuesday<blockquote>为什么特斯拉股价周二再次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108406839","media":"The Motley Fool","summary":"What happened\nSix days ago, Tesla Motors stock dropped in response to comments fromwould-be rival Lu","content":"<p><h3><b>What happened</b></h3> Six days ago,<b>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </b>stock dropped in response to comments fromwould-be rival Lucid Motors&nbsp;(coming public via special-purpose acquisition company (SPAC)&nbsp;<b><a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a></b>&nbsp;(NYSE:CCIV)&nbsp;soon), whose CEO Peter Rawlinson boasted that his company's new \"Air\" electric vehicle would be more efficient than a Tesla Model S and steal away $900 million in sales that might otherwise have gone to Tesla.</p><p><blockquote><h3><b>发生了什么事</b></h3>六天前，<b> <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>由于潜在竞争对手 Lucid Motors（通过特殊目的收购公司 (SPAC) 上市）的评论，股价下跌<b><a href=\"https://laohu8.com/S/CCIV\">丘吉尔资本公司四世</a></b>（纽约证券交易所股票代码：CCIV）即将推出），其首席执行官彼得·罗林森 (Peter Rawlinson) 吹嘘说，他公司的新型“空气”电动汽车将比特斯拉 Model S 更高效，并窃取 9 亿美元的销售额，否则这些销售额可能会流向特斯拉。</blockquote></p><p> Tesla stock dropped on this reminder of increased competition, so I guess it makes sense that today, we're seeing Tesla stock&nbsp;<i>rise</i>&nbsp;in response to news than some&nbsp;<i>other</i>&nbsp;competition is falling further behind in this race.</p><p><blockquote>特斯拉股票因竞争加剧的提醒而下跌，所以我想今天我们看到特斯拉股票是有道理的<i>上升</i>对新闻的回应比一些<i>其他的</i>在这场比赛中，竞争越来越落后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ad37d27c8cc15cca2476a1a109b02e2\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <h3><b>So what</b></h3> As CNBC first reported late last week, and as Tesla fan site&nbsp;Teslarati&nbsp;re-reported today, construction delays and supply-chain disruptions from the pandemic have forcedelectric-truck upstart&nbsp;Rivian to delay deliveries of its ballyhooed R1T electric-pickup truck until September.</p><p><blockquote><h3><b>那又怎样</b></h3>正如 CNBC 上周晚些时候首次报道的那样，以及特斯拉粉丝网站 Teslarati 今天再次报道的那样，大流行造成的施工延误和供应链中断迫使电动卡车新贵Rivian将其大肆宣传的 R1T 电动皮卡车的交付推迟到 9 月份。</blockquote></p><p> Now the good news for Rivian is that it seems to be prioritizing production for its marquee customer&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;and still plans to put a first installment of 10,000 electric Amazon vans on the road \"as early as next year.\" But the good news for&nbsp;<i>Tesla</i>&nbsp;is that, with Rivian focusing on keeping its most important customer happy, Tesla won't have to compete with a new electric-pickup truck for a few more months now.</p><p><blockquote>现在对Rivian来说好消息是，它似乎正在优先考虑为其主要客户生产<b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>并且仍计划“最早明年”将首批 10,000 辆亚马逊电动货车投入使用。但好消息是<i>特斯拉</i>也就是说，随着Rivian专注于让其最重要的客户满意，特斯拉现在将不必再与新的电动皮卡车竞争几个月。</blockquote></p><p> <h3><b>Now what</b></h3> This is really unalloyed good news for Tesla. I mean, Amazon had already tapped Rivian to build a total of 100,000 electric-delivery vans for its armies of parcel-toting delivery drivers. This wasn't business Tesla was going to win away even if Rivian had to delay production of these vans.</p><p><blockquote><h3><b>现在呢</b></h3>这对特斯拉来说确实是个好消息。我的意思是，亚马逊已经聘请Rivian为其包裹搬运送货司机大军建造了总共 100,000 辆电动送货车。即使Rivian不得不推迟这些货车的生产，特斯拉也不会赢得这笔生意。</blockquote></p><p> Where Tesla can still compete in the electric-truck (as opposed to the electric-car) market is on sales to individual consumers, and that's the competition that has been pushed back a bit by Rivian's production delays.</p><p><blockquote>特斯拉仍然可以在电动卡车（而不是电动汽车）市场上竞争，那就是面向个人消费者的销售，而 Rivian 的生产延迟在一定程度上阻碍了这种竞争。</blockquote></p><p> Granted, there's still&nbsp;<b><a href=\"https://laohu8.com/S/F\">Ford</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/GM\">General Motors</a></b>, and a whole host of other would-be electric-car companiesall coming down the pike. For the time being, though, today's news was good enough to help lift Tesla stock 2.2% by the closing bell.</p><p><blockquote>当然，还有<b><a href=\"https://laohu8.com/S/F\">福特</a></b>, <b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>以及其他一大批潜在的电动汽车公司都在倒下。不过，就目前而言，今天的消息足以帮助特斯拉股价在收盘时上涨 2.2%。</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>Why Tesla Stock Popped Again Tuesday<blockquote>为什么特斯拉股价周二再次上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Stock Popped Again Tuesday<blockquote>为什么特斯拉股价周二再次上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Motley Fool</strong><span class=\"h-time small\">2021-07-21 10:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h3><b>What happened</b></h3> Six days ago,<b>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </b>stock dropped in response to comments fromwould-be rival Lucid Motors&nbsp;(coming public via special-purpose acquisition company (SPAC)&nbsp;<b><a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a></b>&nbsp;(NYSE:CCIV)&nbsp;soon), whose CEO Peter Rawlinson boasted that his company's new \"Air\" electric vehicle would be more efficient than a Tesla Model S and steal away $900 million in sales that might otherwise have gone to Tesla.</p><p><blockquote><h3><b>发生了什么事</b></h3>六天前，<b> <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>由于潜在竞争对手 Lucid Motors（通过特殊目的收购公司 (SPAC) 上市）的评论，股价下跌<b><a href=\"https://laohu8.com/S/CCIV\">丘吉尔资本公司四世</a></b>（纽约证券交易所股票代码：CCIV）即将推出），其首席执行官彼得·罗林森 (Peter Rawlinson) 吹嘘说，他公司的新型“空气”电动汽车将比特斯拉 Model S 更高效，并窃取 9 亿美元的销售额，否则这些销售额可能会流向特斯拉。</blockquote></p><p> Tesla stock dropped on this reminder of increased competition, so I guess it makes sense that today, we're seeing Tesla stock&nbsp;<i>rise</i>&nbsp;in response to news than some&nbsp;<i>other</i>&nbsp;competition is falling further behind in this race.</p><p><blockquote>特斯拉股票因竞争加剧的提醒而下跌，所以我想今天我们看到特斯拉股票是有道理的<i>上升</i>对新闻的回应比一些<i>其他的</i>在这场比赛中，竞争越来越落后。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ad37d27c8cc15cca2476a1a109b02e2\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <h3><b>So what</b></h3> As CNBC first reported late last week, and as Tesla fan site&nbsp;Teslarati&nbsp;re-reported today, construction delays and supply-chain disruptions from the pandemic have forcedelectric-truck upstart&nbsp;Rivian to delay deliveries of its ballyhooed R1T electric-pickup truck until September.</p><p><blockquote><h3><b>那又怎样</b></h3>正如 CNBC 上周晚些时候首次报道的那样，以及特斯拉粉丝网站 Teslarati 今天再次报道的那样，大流行造成的施工延误和供应链中断迫使电动卡车新贵Rivian将其大肆宣传的 R1T 电动皮卡车的交付推迟到 9 月份。</blockquote></p><p> Now the good news for Rivian is that it seems to be prioritizing production for its marquee customer&nbsp;<b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b>&nbsp;and still plans to put a first installment of 10,000 electric Amazon vans on the road \"as early as next year.\" But the good news for&nbsp;<i>Tesla</i>&nbsp;is that, with Rivian focusing on keeping its most important customer happy, Tesla won't have to compete with a new electric-pickup truck for a few more months now.</p><p><blockquote>现在对Rivian来说好消息是，它似乎正在优先考虑为其主要客户生产<b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></b>并且仍计划“最早明年”将首批 10,000 辆亚马逊电动货车投入使用。但好消息是<i>特斯拉</i>也就是说，随着Rivian专注于让其最重要的客户满意，特斯拉现在将不必再与新的电动皮卡车竞争几个月。</blockquote></p><p> <h3><b>Now what</b></h3> This is really unalloyed good news for Tesla. I mean, Amazon had already tapped Rivian to build a total of 100,000 electric-delivery vans for its armies of parcel-toting delivery drivers. This wasn't business Tesla was going to win away even if Rivian had to delay production of these vans.</p><p><blockquote><h3><b>现在呢</b></h3>这对特斯拉来说确实是个好消息。我的意思是，亚马逊已经聘请Rivian为其包裹搬运送货司机大军建造了总共 100,000 辆电动送货车。即使Rivian不得不推迟这些货车的生产，特斯拉也不会赢得这笔生意。</blockquote></p><p> Where Tesla can still compete in the electric-truck (as opposed to the electric-car) market is on sales to individual consumers, and that's the competition that has been pushed back a bit by Rivian's production delays.</p><p><blockquote>特斯拉仍然可以在电动卡车（而不是电动汽车）市场上竞争，那就是面向个人消费者的销售，而 Rivian 的生产延迟在一定程度上阻碍了这种竞争。</blockquote></p><p> Granted, there's still&nbsp;<b><a href=\"https://laohu8.com/S/F\">Ford</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/GM\">General Motors</a></b>, and a whole host of other would-be electric-car companiesall coming down the pike. For the time being, though, today's news was good enough to help lift Tesla stock 2.2% by the closing bell.</p><p><blockquote>当然，还有<b><a href=\"https://laohu8.com/S/F\">福特</a></b>, <b><a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>以及其他一大批潜在的电动汽车公司都在倒下。不过，就目前而言，今天的消息足以帮助特斯拉股价在收盘时上涨 2.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/20/why-tesla-stock-popped-again-tuesday/\">The 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":{"AMZN":"亚马逊","F":"福特汽车","TSLA":"特斯拉","LCID":"Lucid Group Inc","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2021/07/20/why-tesla-stock-popped-again-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108406839","content_text":"What happened\nSix days ago, Tesla Motors stock dropped in response to comments fromwould-be rival Lucid Motors (coming public via special-purpose acquisition company (SPAC) Churchill Capital Corp IV (NYSE:CCIV) soon), whose CEO Peter Rawlinson boasted that his company's new \"Air\" electric vehicle would be more efficient than a Tesla Model S and steal away $900 million in sales that might otherwise have gone to Tesla.\nTesla stock dropped on this reminder of increased competition, so I guess it makes sense that today, we're seeing Tesla stock rise in response to news than some other competition is falling further behind in this race.\n\nIMAGE SOURCE: GETTY IMAGES.\nSo what\nAs CNBC first reported late last week, and as Tesla fan site Teslarati re-reported today, construction delays and supply-chain disruptions from the pandemic have forcedelectric-truck upstart Rivian to delay deliveries of its ballyhooed R1T electric-pickup truck until September.\nNow the good news for Rivian is that it seems to be prioritizing production for its marquee customer Amazon.com and still plans to put a first installment of 10,000 electric Amazon vans on the road \"as early as next year.\" But the good news for Tesla is that, with Rivian focusing on keeping its most important customer happy, Tesla won't have to compete with a new electric-pickup truck for a few more months now.\nNow what\nThis is really unalloyed good news for Tesla. I mean, Amazon had already tapped Rivian to build a total of 100,000 electric-delivery vans for its armies of parcel-toting delivery drivers. This wasn't business Tesla was going to win away even if Rivian had to delay production of these vans.\nWhere Tesla can still compete in the electric-truck (as opposed to the electric-car) market is on sales to individual consumers, and that's the competition that has been pushed back a bit by Rivian's production delays.\nGranted, there's still Ford, General Motors, and a whole host of other would-be electric-car companiesall coming down the pike. For the time being, though, today's news was good enough to help lift Tesla stock 2.2% by the closing bell.","news_type":1,"symbols_score_info":{"F":0.9,"TSLA":0.9,"LCID":0.9,"GM":0.9,"AMZN":0.9,"CCIV":0.9}},"isVote":1,"tweetType":1,"viewCount":2989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142200863,"gmtCreate":1626149975752,"gmtModify":1631891015482,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"We","listText":"We","text":"We","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142200863","repostId":"1119839711","repostType":4,"repost":{"id":"1119839711","kind":"news","pubTimestamp":1626126339,"share":"https://www.laohunote.com/m/news/1119839711?lang=zh_CN&edition=full","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数最终仅接近 35,000 点里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一的综合指数连续创下历史新高，本周开始时与上周结束时相同。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的结束是在投资者等待美联储主席杰罗姆半年一次的证词之际<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，本周将发布一系列经济报告，企业季度业绩的非官方开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数（DJIA）上涨 126.02 点，涨幅 0.4%，收于创纪录的 34,996.18 点。</li><li>标普500指数SPX,+0.35%上涨15.08点，即0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收盘创下历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为 0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。这一上涨发生在本周晚些时候可能成为催化剂的一系列关键事件之前，其中包括财报季的非官方开始，这<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司</b>.JPM,+1.43% 将于周二开盘，鲍威尔在国会大厦作证<a href=\"https://laohu8.com/S/HIL\">山丘</a>以及有关通胀的最新数据。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”该公司董事约翰-凯里（John Carey）说。<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S. 的收入，并补充说，就目前而言，盈利掩盖了不确定性<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>超出计划的基础设施支出和潜在的更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>“凯里告诉 MarketWatch：”大多数人似乎都关注经济的实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是国债收益率下降。政府债务利率下限引发了人们对美国经济从疫情中复苏前景的质疑。新冠肺炎德尔塔变异毒株的传播已经成为一个令人担忧的问题，但分配给某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，对美联储货币政策的质疑也被归咎于一些不稳定的交易。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>10年期MUBMUSD10Y,1.365%收益率周一小幅上涨不到一个基点至1.362%，而30年期国债收益率STMUBMUSD30Y,2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月 1200 亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管对通货膨胀和增长峰值的担忧继续渗透并困扰着美国家庭，但一些策略师表示，这些担忧可能对市场来说 “过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>“由杰森-普莱德（Jason Pride）和迈克尔-雷诺兹（Michael Reynolds）领导的格伦米德团队在周一的一份报告中写道：”之前对通胀的担忧和当前对增长峰值的担忧都可能是对近期趋势的过度推断反映，不会持续下去。</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行病中持续复苏的过程中，市场可能会继续波动，因为它们试图适应快速变化的信息流”，但这些因素 “从长远来看不应扰乱市场”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注三角洲驱动的COVID感染。美国以 3385 万例 COVID 病例和 607,156 例死亡病例位居世界第一。安东尼-福奇（Anthony Fauci）博士周一表示，目前不需要加强剂，但在周日接受美国有线电视新闻网（CNN）采访时表示，看到保守派为低疫苗接种率欢呼，并指责 “意识形态僵化 ”阻碍了抗击大流行病的斗争，这令人 “恐惧”。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“本-梅（Ben May）说：”我们早就警告说，接种疫苗不太可能引发向正常的平稳过渡。<a href=\"https://laohu8.com/S/OXM\">牛津</a>《经济学》全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格读数。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注了20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“美国财政部长珍妮特-耶伦（Janet Yellen）在就修改国际企业税法向欧盟国家发表讲话时说：”我们需要可持续的收入来源，而不是依赖于对工人工资进一步征税和加剧我们都致力于减少的经济差距。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>“她说：”我们需要杜绝企业将资本收入转移到低税收管辖区，杜绝允许企业逃避支付公平份额的会计噱头。</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">博通</a>公司</b>.AVGO,+1.16%周一，《华尔街日报》报道这家芯片和软件公司正在洽谈收购 SAS Institute Inc.，此前该公司股价上涨 1.2%，交易估值可能达到 150 亿至 200 亿美元。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司</b>.AAPL,-0.42% 特拉华州联邦法官驳回了 Blix Inc. 的诉讼，称该诉讼未能证明苹果如何损害移动操作系统市场的竞争，一天后，AAPL 股价下跌 0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16% 表示，该公司将于下个月拆分为两家上市业务，维多利亚的秘密公司（Victoria's Secret&amp;Co.）的内衣部门将更名为 “VSCO”，而 Bath &amp; BodyWorks Inc. 从 8 月 3 日开始，股票代码为 “BBWI ”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>公司</b>.GME,-1.04%股价周一下跌1%，此前Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远低于该公司周一189.25美元的收盘价。</li><li>韦伯是户外烤架的制造商，在其标志性的圆顶状烤架问世近 50 年后，该公司已申请上市。股份将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>股票代码为WEBR的证券交易所。</li><li>股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid 周一下跌 17.3%，这是自 2020 年 3 月 16 日以来最大的单日百分比跌幅，一天前，创始人理查德-布兰森（Richard Branson）和五名机组人员乘坐该公司的 VSS 成功飞入亚轨道空间。<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力航天飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商BASE周一确定了首次公开募股的条款，计划发行700万股股票，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为 “BASE”。</li><li>股份<b>现代公司</b>该公司表示将向阿根廷供应 2000 万剂 COVID-19 疫苗，周一上涨 2.8%。</li><li>股份<b><a href=\"https://laohu8.com/S/SWI\">太阳风公司</a>.</b>SWI 周一下跌 1.8%，尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>ICE 美元指数 DXY（衡量美元兑六大主要竞争对手的指标）上涨 0.1%。</li><li>石油期货周一收低，美国基准CL00 CL.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金 GC00 收盘下跌 0.3%，至每盎司 1,805.90 美元。</li><li>欧洲股市方面，斯托克欧洲 600 SXXP 指数收盘上涨 0.7%，伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX 周一收盘上涨 0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨 0.7%，香港恒生指数恒生指数上涨 0.6%，日本日经 225 NIK 指数上涨 2.3%。</li></ul></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</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\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings<blockquote>道琼斯指数以微弱劣势错失首次收盘价 35,000 点，但所有 3 个股指均在银行财报公布前连续创纪录收盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-13 05:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Dow ends just shy of 35,000 milestone.</b>  The Dow Jones Industrial Average, S&amp;P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p><p><blockquote><b>道琼斯指数最终仅接近 35,000 点里程碑。</b>道琼斯工业平均指数、标普500指数和<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>周一的综合指数连续创下历史新高，本周开始时与上周结束时相同。</blockquote></p><p> The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p><p><blockquote>创纪录的结束是在投资者等待美联储主席杰罗姆半年一次的证词之际<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>从周三开始，本周将发布一系列经济报告，企业季度业绩的非官方开始。</blockquote></p><p> <b>How did stock benchmarks end?</b></p><p><blockquote><b>股票基准是如何结束的？</b></blockquote></p><p> <ul>  <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>  <li>S&amp;P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>  <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li> </ul> On Friday, the Dow and S&amp;P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p><p><blockquote><ul><li>道琼斯工业平均指数（DJIA）上涨 126.02 点，涨幅 0.4%，收于创纪录的 34,996.18 点。</li><li>标普500指数SPX,+0.35%上涨15.08点，即0.4%，收于创纪录的4,384.63点，此前触及盘中高点4,386.68点。</li><li>纳斯达克综合指数COMP,+0.21%上涨31.32点，即0.2%，收于创纪录的14,733.24点，盘中创下历史新高14,761.08点。</li></ul>周五，道琼斯指数和标普500指数收盘创下历史新高，周涨幅分别约为0.2%和0.4%。纳斯达克综合指数本周收盘创下历史新高，周涨幅为 0.4%。</blockquote></p><p> <b>What drove the market?</b></p><p><blockquote><b>是什么推动了市场？</b></blockquote></p><p> Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p><p><blockquote>周一，主要股指连续上涨至收盘纪录。这一上涨发生在本周晚些时候可能成为催化剂的一系列关键事件之前，其中包括财报季的非官方开始，这<b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司</b>.JPM,+1.43% 将于周二开盘，鲍威尔在国会大厦作证<a href=\"https://laohu8.com/S/HIL\">山丘</a>以及有关通胀的最新数据。</blockquote></p><p> “People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p><p><blockquote>“人们认为盈利将会强劲，这可能会推动市场走高，”该公司董事约翰-凯里（John Carey）说。<a href=\"https://laohu8.com/S/EQR\">公平</a>Amundi U.S. 的收入，并补充说，就目前而言，盈利掩盖了不确定性<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>超出计划的基础设施支出和潜在的更高的公司税。</blockquote></p><p> “Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p><p><blockquote>“凯里告诉 MarketWatch：”大多数人似乎都关注经济的实力以及更好的盈利来支撑股价的可能性，而股价肯定处于高位。</blockquote></p><p> Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p><p><blockquote>股市上周经历了一轮动荡，随后以繁荣告终，部分原因是国债收益率下降。政府债务利率下限引发了人们对美国经济从疫情中复苏前景的质疑。新冠肺炎德尔塔变异毒株的传播已经成为一个令人担忧的问题，但分配给某些细分市场的高估值也是一个令人担忧的问题。</blockquote></p><p> Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p><p><blockquote>面对越来越多的通胀渗透证据，对美联储货币政策的质疑也被归咎于一些不稳定的交易。</blockquote></p><p> Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p><p><blockquote>10年期MUBMUSD10Y,1.365%收益率周一小幅上涨不到一个基点至1.362%，而30年期国债收益率STMUBMUSD30Y,2.000%上涨1.2个基点至1.993%，接近2月份的低点。</blockquote></p><p> Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p><p><blockquote>纽约联邦储备银行行长约翰<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>周一对记者表示，缩减每月 1200 亿美元债券购买刺激计划的条件尚未满足。</blockquote></p><p> Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p><p><blockquote>尽管对通货膨胀和增长峰值的担忧继续渗透并困扰着美国家庭，但一些策略师表示，这些担忧可能对市场来说 “过度炒作”。</blockquote></p><p> “Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p><p><blockquote>“由杰森-普莱德（Jason Pride）和迈克尔-雷诺兹（Michael Reynolds）领导的格伦米德团队在周一的一份报告中写道：”之前对通胀的担忧和当前对增长峰值的担忧都可能是对近期趋势的过度推断反映，不会持续下去。</blockquote></p><p> “Markets may remain volatile as they attempt to adjust to the rapidly&nbsp;evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p><p><blockquote>“在从大流行病中持续复苏的过程中，市场可能会继续波动，因为它们试图适应快速变化的信息流”，但这些因素 “从长远来看不应扰乱市场”。</blockquote></p><p> <a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>也一直在关注三角洲驱动的COVID感染。美国以 3385 万例 COVID 病例和 607,156 例死亡病例位居世界第一。安东尼-福奇（Anthony Fauci）博士周一表示，目前不需要加强剂，但在周日接受美国有线电视新闻网（CNN）采访时表示，看到保守派为低疫苗接种率欢呼，并指责 “意识形态僵化 ”阻碍了抗击大流行病的斗争，这令人 “恐惧”。</blockquote></p><p> “We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p><p><blockquote>“本-梅（Ben May）说：”我们早就警告说，接种疫苗不太可能引发向正常的平稳过渡。<a href=\"https://laohu8.com/S/OXM\">牛津</a>《经济学》全球宏观研究总监周一写道。</blockquote></p><p> No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p><p><blockquote>在经济报告繁忙的一周之前，周一没有关键数据公布，首先是周二的消费者价格读数。</blockquote></p><p> Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p><p><blockquote>另外，投资者还关注了20国集团财长之间的讨论，他们正试图评估全球最低税提案的潜在影响。</blockquote></p><p></p><p> “We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p><p><blockquote>“美国财政部长珍妮特-耶伦（Janet Yellen）在就修改国际企业税法向欧盟国家发表讲话时说：”我们需要可持续的收入来源，而不是依赖于对工人工资进一步征税和加剧我们都致力于减少的经济差距。</blockquote></p><p> “We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p><p><blockquote>“她说：”我们需要杜绝企业将资本收入转移到低税收管辖区，杜绝允许企业逃避支付公平份额的会计噱头。</blockquote></p><p> <b>Which companies were in focus?</b></p><p><blockquote><b>哪些公司成为焦点？</b></blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>  <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42%&nbsp;shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>  <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16%&nbsp;said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret &amp; Co.‘s underwear unit as “VSCO,” while the Bath &amp; BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>  <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a>&nbsp;Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>  <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to&nbsp;trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b>&nbsp;SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into&nbsp;suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a>&nbsp;rocket-powered spaceplane.</li>  <li><b>Couchbase Inc</b>.&nbsp;BASE,&nbsp;a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>  <li>Shares of<b>Moderna Inc</b>.&nbsp;MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>  <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b>&nbsp;SWI&nbsp;were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li> </ul> <b>How did other assets trade?</b></p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/AVGO\">博通</a>公司</b>.AVGO,+1.16%周一，《华尔街日报》报道这家芯片和软件公司正在洽谈收购 SAS Institute Inc.，此前该公司股价上涨 1.2%，交易估值可能达到 150 亿至 200 亿美元。</li><li><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司</b>.AAPL,-0.42% 特拉华州联邦法官驳回了 Blix Inc. 的诉讼，称该诉讼未能证明苹果如何损害移动操作系统市场的竞争，一天后，AAPL 股价下跌 0.4%。</li><li><b><a href=\"https://laohu8.com/S/LB\">L品牌公司</a></b>.LB,+4.16% 表示，该公司将于下个月拆分为两家上市业务，维多利亚的秘密公司（Victoria's Secret&amp;Co.）的内衣部门将更名为 “VSCO”，而 Bath &amp; BodyWorks Inc. 从 8 月 3 日开始，股票代码为 “BBWI ”。</li><li><b><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>公司</b>.GME,-1.04%股价周一下跌1%，此前Ascendiant Capital Markets将其12个月目标价从10美元上调至25美元，但仍远低于该公司周一189.25美元的收盘价。</li><li>韦伯是户外烤架的制造商，在其标志性的圆顶状烤架问世近 50 年后，该公司已申请上市。股份将于<a href=\"https://laohu8.com/S/NWY\">纽约</a>股票代码为WEBR的证券交易所。</li><li>股份<b><a href=\"https://laohu8.com/S/SPCE.WS\">维珍银河控股公司</a>.</b>SPCEskid 周一下跌 17.3%，这是自 2020 年 3 月 16 日以来最大的单日百分比跌幅，一天前，创始人理查德-布兰森（Richard Branson）和五名机组人员乘坐该公司的 VSS 成功飞入亚轨道空间。<a href=\"https://laohu8.com/S/UNTY\">团结</a>火箭动力航天飞机。</li><li><b>沙发基地公司</b>企业应用数据库提供商BASE周一确定了首次公开募股的条款，计划发行700万股股票，每股定价20至23美元。该公司已申请在纳斯达克上市，股票代码为 “BASE”。</li><li>股份<b>现代公司</b>该公司表示将向阿根廷供应 2000 万剂 COVID-19 疫苗，周一上涨 2.8%。</li><li>股份<b><a href=\"https://laohu8.com/S/SWI\">太阳风公司</a>.</b>SWI 周一下跌 1.8%，尽管这家信息技术基础设施管理软件公司提供了乐观的第二季度收入前景。</li></ul><b>其他资产是如何交易的？</b></blockquote></p><p> <ul>  <li>The ICE U.S. Dollar Index&nbsp;DXY,&nbsp;a measure of the currency against six major rivals, was up 0.1%.</li>  <li>Oil futures closed lower Monday, with the U.S. benchmark&nbsp;CL00&nbsp;CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold&nbsp;GC00&nbsp;settled 0.3% lower at $1,805.90 an ounce.</li>  <li>In European equities, the Stoxx Europe 600&nbsp;SXXP&nbsp;closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a>&nbsp;UKX&nbsp;finished up 0.05% on Monday.</li>  <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite&nbsp;SHCOMP&nbsp;gained 0.7%, Hong Kong’s Hang Seng Index&nbsp;HSI&nbsp;rose 0.6% on the session and Japan’s Nikkei 225&nbsp;NIK&nbsp;rallied 2.3% on Monday.</li> </ul></p><p><blockquote><ul><li>ICE 美元指数 DXY（衡量美元兑六大主要竞争对手的指标）上涨 0.1%。</li><li>石油期货周一收低，美国基准CL00 CL.1,-0.51%下跌0.6%，收于每桶74.10美元。黄金 GC00 收盘下跌 0.3%，至每盎司 1,805.90 美元。</li><li>欧洲股市方面，斯托克欧洲 600 SXXP 指数收盘上涨 0.7%，伦敦<a href=\"https://laohu8.com/S/.100.UK\">富时100</a>UKX 周一收盘上涨 0.05%。</li><li>在<a href=\"https://laohu8.com/S/00662\">亚洲</a>周一，上证综指上涨 0.7%，香港恒生指数恒生指数上涨 0.6%，日本日经 225 NIK 指数上涨 2.3%。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800089933,"gmtCreate":1627265922922,"gmtModify":1631891015403,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800089933","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":3503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178713399,"gmtCreate":1626836796811,"gmtModify":1631891015428,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178713399","repostId":"2153924256","repostType":4,"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146944945,"gmtCreate":1626051455687,"gmtModify":1631891015493,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146944945","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893975242,"gmtCreate":1628234627186,"gmtModify":1631891015375,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893975242","repostId":"1111284888","repostType":4,"repost":{"id":"1111284888","kind":"news","pubTimestamp":1628234254,"share":"https://www.laohunote.com/m/news/1111284888?lang=zh_CN&edition=full","pubTime":"2021-08-06 15:17","market":"us","language":"en","title":"Howard Marks: \"We Are In An Everything Bubble\"<blockquote>霍华德·马克斯：“我们正处于一切泡沫之中”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111284888","media":"zerohedge","summary":"The otherwise subdued and veryunhyperbolic Howard Marks caused quite a stir across trading desks (an","content":"<p>The otherwise subdued and very<i><b>un</b></i>hyperbolic Howard Marks caused quite a stir across trading desks (and perhaps the Marriner Eccles building) this afternoon, when speaking to Bloomberg's Erik Shatzker, the Oaktree co-founder said what has been obvious to most - even if it carries high career risk in saying it in public - that “<b>we’re in an everything bubble</b>\" adding that \"I don’t say today, but let’s not miss the opportunity to let the rates float back up.\"</p><p><blockquote>否则温顺而非常<i><b>一</b></i>霍华德-马克斯（Howard Marks）夸张的言论在交易柜台（或许还有马里纳-埃克尔斯大厦）引起了不小的轰动。这位橡树联合创始人在接受彭博社记者埃里克-沙茨克（Erik Shatzker）采访时表示，对大多数人来说都是显而易见的--即使在公开场合说这样的话会带来很高的职业风险--那就是 “<b>我们处在一个一切泡沫中</b>“我今天不说，但我们不要错过让利率回升的机会。”</blockquote></p><p> \"The stock market is high and the S&amp;P is at 4,400. Last March 2,200. Doubled. Prices are high. Real estate has come back. Certain sectors are very strong like infrastructure, real estate, distribution centers and so forth. We are in a low return world. The lowest returns we've ever seen prospectively.\"</p><p><blockquote>“股市高企，标准普尔指数为 4,400 点。去年 3 月为 2,200 点。翻了一番。价格高企。房地产又回来了。某些行业非常强劲，例如基础设施、房地产、配送中心等等。我们正处于一个低回报的世界。这是我们有史以来最低的回报。”</blockquote></p><p> Looking at his favorite Life Cycle of a market chart, Marks says that whereas normally the stock market and the economic cycles coincide, where the high in the stock market is close to the high in the economy and vice versa, today we have high stock prices and we are early in the economic cycle. \"That's unusual. You could say well this is bad because the recovery is nascent and stock prices are already high.\"</p><p><blockquote>看着他最喜欢的市场图表生命周期，马克斯说，虽然通常股票市场和经济周期是一致的，股票市场的高点接近经济的高点，反之亦然，但今天我们的股票价格很高，我们正处于经济周期的早期。“这很不寻常。你可以说这很糟糕，因为经济复苏刚刚开始，股价已经很高了。”</blockquote></p><p> So what should happen? According to Marks, the Fed should \"leave the markets alone\", and \"remove the punch bowl somewhat\" so that interest rates can be what the economy and participants want them to be, not what the Fed wants them to be. Reminding viewers that the Fed missed an opportunity to raise rates in 2018 - when the market drop dragged the Fed right back in - Marks says \"let's not miss the opportunity to let rates go back up\"&nbsp; and the Fed should not hold back out of fear of another “taper tantrum.”</p><p><blockquote>那么应该发生什么呢？马克斯认为，美联储应该“不管市场”，并“在一定程度上移除潘趣酒”，以便利率可以成为经济和参与者希望的样子，而不是美联储希望的样子。马克斯提醒观众，美联储错过了 2018 年加息的机会--当时市场下跌将美联储拖了回来--他说 “我们不要错过让利率回升的机会”，美联储不应该因为害怕再次出现 “缩减利率恐慌”而犹豫不决。</blockquote></p><p> <b>\"It's like with your kids. As a parent we can't be afraid of our kids tantrums. The Fed can't be afraid of investors' tantrums. The Fed has to do the right thing for the economy. It's job is not to make money for investors.</b>And when the economy is strong you have to stop emergency measures and let rates go back up.\"</p><p><blockquote><b>“这就像对待你的孩子一样。作为父母，我们不能害怕孩子发脾气。美联储不能害怕投资者发脾气。美联储必须为经济做正确的事情。它的工作不是为投资者赚钱。</b>当经济强劲时，你必须停止紧急措施并让利率回升。”</blockquote></p><p> But far from concern about the soaring prices (courtesy of the Fed's exploding balance sheet) that have made life for every middle-class American unbearable, his concern was for his fellow finance professions; to wit, pension funds and many other institutional investors rely on getting 7% returns every year, but that's impossible when the federal funds rate is zero.</p><p><blockquote>但他并不担心飙升的物价（这要归功于美联储爆炸式的资产负债表），这让每个美国中产阶级的生活都变得难以忍受，而是担心他的金融行业同行；也就是说，养老基金和许多其他机构投资者依赖每年获得7%的回报，但当联邦基金利率为零时，这是不可能的。</blockquote></p><p> Of course, running the most overlevered economy in history will be impossible when rates are 7% but by the time it comes crashing down, we are confident that Howard will be sitting on a beach far away, earning 7%.</p><p><blockquote>当然，当利率为7%时，运行历史上最过度的经济体是不可能的，但当利率崩溃时，我们相信霍华德将坐在遥远的海滩上，赚取7%的收入。</blockquote></p><p> Today’s credit markets offer “the lowest return we’ve ever seen, prospectively,” Marks said. It is still possible to make more than investing in U.S. Treasuries, but that is getting harder. “It’s never been this unrewarding.\"</p><p><blockquote>马克斯说，如今的信贷市场提供了 “我们所见过的最低回报”。除了投资美国国债之外，仍然有可能赚更多的钱，但这变得越来越困难。“从来没有这么没有回报”。</blockquote></p><p> Actually, a few million Robinhooders will beg to differ: with no risk-free returns left in the market, it means that anyone hoping to generate any material alpha is forced into chasing meme stonks which is great as long as they go up, but catastrophic once they plunge as Robinhood did today following yesterday's gamma squeeze. But yes, there is no disputing that the Fed has broken the market. Where our view differs with Howard's, is that we are absolutely certain that it is now completely impossible to undo 12 years of Fed central planning and micromanagement of markets. Back in 2009 it may still have been feasible to extricate asset prices from monetary policy, but now it is too late.</p><p><blockquote>事实上，几百万 Robinhooders 不敢苟同：由于市场上没有无风险回报，这意味着任何希望产生任何物质 alpha 的人都被迫追逐 meme stonks，只要它们上涨，这就很棒，但一旦它们暴跌，就像 Robinhood 在昨天的伽马挤压之后今天所做的那样，那就是灾难性的。但没错，美联储打破了市场，这一点毋庸置疑。我们的观点与霍华德的不同之处在于，我们绝对肯定，现在完全不可能撤销美联储12年来对市场的中央规划和微观管理。早在2009年，将资产价格从货币政策中解脱出来或许仍然可行，但现在为时已晚。</blockquote></p><p> Where we agree is that he is of course, right: this is indeed an everything bubble, something we have been saying since inception.</p><p><blockquote>我们一致认为，他当然是对的：这确实是一个万物泡沫，这是我们从一开始就一直在说的。</blockquote></p><p> And indicatively, whereas one year ago there was $1 trillion in distressed debt last year, since then that number has plunged to just $124.7 billion, aided by the Federal Reserve’s unprecedented steps to steady the&nbsp;markets&nbsp;economy.</p><p><blockquote>值得注意的是，一年前不良债务为 1 万亿美元，而去年不良债务为 1 万亿美元，而自那以后，在美联储为稳定市场经济而采取的前所未有的措施的帮助下，这一数字已骤降至 1247 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nHoward Marks: \"We Are In An Everything Bubble\"<blockquote>霍华德·马克斯：“我们正处于一切泡沫之中”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-06 15:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The otherwise subdued and very<i><b>un</b></i>hyperbolic Howard Marks caused quite a stir across trading desks (and perhaps the Marriner Eccles building) this afternoon, when speaking to Bloomberg's Erik Shatzker, the Oaktree co-founder said what has been obvious to most - even if it carries high career risk in saying it in public - that “<b>we’re in an everything bubble</b>\" adding that \"I don’t say today, but let’s not miss the opportunity to let the rates float back up.\"</p><p><blockquote>否则温顺而非常<i><b>一</b></i>霍华德-马克斯（Howard Marks）夸张的言论在交易柜台（或许还有马里纳-埃克尔斯大厦）引起了不小的轰动。这位橡树联合创始人在接受彭博社记者埃里克-沙茨克（Erik Shatzker）采访时表示，对大多数人来说都是显而易见的--即使在公开场合说这样的话会带来很高的职业风险--那就是 “<b>我们处在一个一切泡沫中</b>“我今天不说，但我们不要错过让利率回升的机会。”</blockquote></p><p> \"The stock market is high and the S&amp;P is at 4,400. Last March 2,200. Doubled. Prices are high. Real estate has come back. Certain sectors are very strong like infrastructure, real estate, distribution centers and so forth. We are in a low return world. The lowest returns we've ever seen prospectively.\"</p><p><blockquote>“股市高企，标准普尔指数为 4,400 点。去年 3 月为 2,200 点。翻了一番。价格高企。房地产又回来了。某些行业非常强劲，例如基础设施、房地产、配送中心等等。我们正处于一个低回报的世界。这是我们有史以来最低的回报。”</blockquote></p><p> Looking at his favorite Life Cycle of a market chart, Marks says that whereas normally the stock market and the economic cycles coincide, where the high in the stock market is close to the high in the economy and vice versa, today we have high stock prices and we are early in the economic cycle. \"That's unusual. You could say well this is bad because the recovery is nascent and stock prices are already high.\"</p><p><blockquote>看着他最喜欢的市场图表生命周期，马克斯说，虽然通常股票市场和经济周期是一致的，股票市场的高点接近经济的高点，反之亦然，但今天我们的股票价格很高，我们正处于经济周期的早期。“这很不寻常。你可以说这很糟糕，因为经济复苏刚刚开始，股价已经很高了。”</blockquote></p><p> So what should happen? According to Marks, the Fed should \"leave the markets alone\", and \"remove the punch bowl somewhat\" so that interest rates can be what the economy and participants want them to be, not what the Fed wants them to be. Reminding viewers that the Fed missed an opportunity to raise rates in 2018 - when the market drop dragged the Fed right back in - Marks says \"let's not miss the opportunity to let rates go back up\"&nbsp; and the Fed should not hold back out of fear of another “taper tantrum.”</p><p><blockquote>那么应该发生什么呢？马克斯认为，美联储应该“不管市场”，并“在一定程度上移除潘趣酒”，以便利率可以成为经济和参与者希望的样子，而不是美联储希望的样子。马克斯提醒观众，美联储错过了 2018 年加息的机会--当时市场下跌将美联储拖了回来--他说 “我们不要错过让利率回升的机会”，美联储不应该因为害怕再次出现 “缩减利率恐慌”而犹豫不决。</blockquote></p><p> <b>\"It's like with your kids. As a parent we can't be afraid of our kids tantrums. The Fed can't be afraid of investors' tantrums. The Fed has to do the right thing for the economy. It's job is not to make money for investors.</b>And when the economy is strong you have to stop emergency measures and let rates go back up.\"</p><p><blockquote><b>“这就像对待你的孩子一样。作为父母，我们不能害怕孩子发脾气。美联储不能害怕投资者发脾气。美联储必须为经济做正确的事情。它的工作不是为投资者赚钱。</b>当经济强劲时，你必须停止紧急措施并让利率回升。”</blockquote></p><p> But far from concern about the soaring prices (courtesy of the Fed's exploding balance sheet) that have made life for every middle-class American unbearable, his concern was for his fellow finance professions; to wit, pension funds and many other institutional investors rely on getting 7% returns every year, but that's impossible when the federal funds rate is zero.</p><p><blockquote>但他并不担心飙升的物价（这要归功于美联储爆炸式的资产负债表），这让每个美国中产阶级的生活都变得难以忍受，而是担心他的金融行业同行；也就是说，养老基金和许多其他机构投资者依赖每年获得7%的回报，但当联邦基金利率为零时，这是不可能的。</blockquote></p><p> Of course, running the most overlevered economy in history will be impossible when rates are 7% but by the time it comes crashing down, we are confident that Howard will be sitting on a beach far away, earning 7%.</p><p><blockquote>当然，当利率为7%时，运行历史上最过度的经济体是不可能的，但当利率崩溃时，我们相信霍华德将坐在遥远的海滩上，赚取7%的收入。</blockquote></p><p> Today’s credit markets offer “the lowest return we’ve ever seen, prospectively,” Marks said. It is still possible to make more than investing in U.S. Treasuries, but that is getting harder. “It’s never been this unrewarding.\"</p><p><blockquote>马克斯说，如今的信贷市场提供了 “我们所见过的最低回报”。除了投资美国国债之外，仍然有可能赚更多的钱，但这变得越来越困难。“从来没有这么没有回报”。</blockquote></p><p> Actually, a few million Robinhooders will beg to differ: with no risk-free returns left in the market, it means that anyone hoping to generate any material alpha is forced into chasing meme stonks which is great as long as they go up, but catastrophic once they plunge as Robinhood did today following yesterday's gamma squeeze. But yes, there is no disputing that the Fed has broken the market. Where our view differs with Howard's, is that we are absolutely certain that it is now completely impossible to undo 12 years of Fed central planning and micromanagement of markets. Back in 2009 it may still have been feasible to extricate asset prices from monetary policy, but now it is too late.</p><p><blockquote>事实上，几百万 Robinhooders 不敢苟同：由于市场上没有无风险回报，这意味着任何希望产生任何物质 alpha 的人都被迫追逐 meme stonks，只要它们上涨，这就很棒，但一旦它们暴跌，就像 Robinhood 在昨天的伽马挤压之后今天所做的那样，那就是灾难性的。但没错，美联储打破了市场，这一点毋庸置疑。我们的观点与霍华德的不同之处在于，我们绝对肯定，现在完全不可能撤销美联储12年来对市场的中央规划和微观管理。早在2009年，将资产价格从货币政策中解脱出来或许仍然可行，但现在为时已晚。</blockquote></p><p> Where we agree is that he is of course, right: this is indeed an everything bubble, something we have been saying since inception.</p><p><blockquote>我们一致认为，他当然是对的：这确实是一个万物泡沫，这是我们从一开始就一直在说的。</blockquote></p><p> And indicatively, whereas one year ago there was $1 trillion in distressed debt last year, since then that number has plunged to just $124.7 billion, aided by the Federal Reserve’s unprecedented steps to steady the&nbsp;markets&nbsp;economy.</p><p><blockquote>值得注意的是，一年前不良债务为 1 万亿美元，而去年不良债务为 1 万亿美元，而自那以后，在美联储为稳定市场经济而采取的前所未有的措施的帮助下，这一数字已骤降至 1247 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/howard-marks-we-are-everything-bubble\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/howard-marks-we-are-everything-bubble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111284888","content_text":"The otherwise subdued and veryunhyperbolic Howard Marks caused quite a stir across trading desks (and perhaps the Marriner Eccles building) this afternoon, when speaking to Bloomberg's Erik Shatzker, the Oaktree co-founder said what has been obvious to most - even if it carries high career risk in saying it in public - that “we’re in an everything bubble\" adding that \"I don’t say today, but let’s not miss the opportunity to let the rates float back up.\"\n\"The stock market is high and the S&P is at 4,400. Last March 2,200. Doubled. Prices are high. Real estate has come back. Certain sectors are very strong like infrastructure, real estate, distribution centers and so forth. We are in a low return world. The lowest returns we've ever seen prospectively.\"\nLooking at his favorite Life Cycle of a market chart, Marks says that whereas normally the stock market and the economic cycles coincide, where the high in the stock market is close to the high in the economy and vice versa, today we have high stock prices and we are early in the economic cycle. \"That's unusual. You could say well this is bad because the recovery is nascent and stock prices are already high.\"\nSo what should happen? According to Marks, the Fed should \"leave the markets alone\", and \"remove the punch bowl somewhat\" so that interest rates can be what the economy and participants want them to be, not what the Fed wants them to be. Reminding viewers that the Fed missed an opportunity to raise rates in 2018 - when the market drop dragged the Fed right back in - Marks says \"let's not miss the opportunity to let rates go back up\"  and the Fed should not hold back out of fear of another “taper tantrum.”\n\"It's like with your kids. As a parent we can't be afraid of our kids tantrums. The Fed can't be afraid of investors' tantrums. The Fed has to do the right thing for the economy. It's job is not to make money for investors.And when the economy is strong you have to stop emergency measures and let rates go back up.\"\nBut far from concern about the soaring prices (courtesy of the Fed's exploding balance sheet) that have made life for every middle-class American unbearable, his concern was for his fellow finance professions; to wit, pension funds and many other institutional investors rely on getting 7% returns every year, but that's impossible when the federal funds rate is zero.\nOf course, running the most overlevered economy in history will be impossible when rates are 7% but by the time it comes crashing down, we are confident that Howard will be sitting on a beach far away, earning 7%.\nToday’s credit markets offer “the lowest return we’ve ever seen, prospectively,” Marks said. It is still possible to make more than investing in U.S. Treasuries, but that is getting harder. “It’s never been this unrewarding.\"\nActually, a few million Robinhooders will beg to differ: with no risk-free returns left in the market, it means that anyone hoping to generate any material alpha is forced into chasing meme stonks which is great as long as they go up, but catastrophic once they plunge as Robinhood did today following yesterday's gamma squeeze. But yes, there is no disputing that the Fed has broken the market. Where our view differs with Howard's, is that we are absolutely certain that it is now completely impossible to undo 12 years of Fed central planning and micromanagement of markets. Back in 2009 it may still have been feasible to extricate asset prices from monetary policy, but now it is too late.\nWhere we agree is that he is of course, right: this is indeed an everything bubble, something we have been saying since inception.\nAnd indicatively, whereas one year ago there was $1 trillion in distressed debt last year, since then that number has plunged to just $124.7 billion, aided by the Federal Reserve’s unprecedented steps to steady the markets economy.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145845009,"gmtCreate":1626219220901,"gmtModify":1631891015469,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"Ye","listText":"Ye","text":"Ye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145845009","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157931294,"gmtCreate":1625559154318,"gmtModify":1631893237243,"author":{"id":"3574129486061678","authorId":"3574129486061678","name":"Shoko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574129486061678","authorIdStr":"3574129486061678"},"themes":[],"title":"","htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157931294","repostId":"2149566543","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}