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2021-09-02

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2021-08-23

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Dow rises more than 170 points to start the week while investors await key Fed summit<blockquote>投资者等待美联储重要峰会，道琼斯指数本周初上涨逾170点</blockquote>

2021-11-07

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2021-12-13

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5 Stocks To Watch For December 13, 2021<blockquote>2021年12月13日值得关注的5只股票</blockquote>

2021-04-24

Shouldn't the companies help the nation when they are earning? Just like the nation helped the economy during Covid-19.

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2021-09-17

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S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>

2021-10-26

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2021-10-15

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2021-10-07

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Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>

2021-09-08

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5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</blockquote>

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luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696100247","repostId":"1151032995","repostType":4,"repost":{"id":"1151032995","kind":"news","pubTimestamp":1640617060,"share":"https://www.laohu8.com/m/news/1151032995?lang=zh_CN&edition=full","pubTime":"2021-12-27 22:57","market":"us","language":"en","title":"Apple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151032995","media":"TheStreet","summary":"Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.Santa Claus almost skipped Wall Street this year. The S&P 500 dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.If the “Santa Claus rall","content":"<p>Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.</p><p><blockquote>圣诞老人集会？苹果投资者有理由对接下来发生的事情更加兴奋。以下是数据表明未来两周AAPL股价可能发生的情况。</blockquote></p><p> Santa Claus almost skipped Wall Street this year. The S&amp;P 500&nbsp;dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.</p><p><blockquote>圣诞老人今年几乎跳过了华尔街。标普500在12月15日至20日期间下跌了3.5%，这让一些人预期的年底反弹受到质疑。但很快，看涨情绪又卷土重来，该指数在短短三天内上涨了4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29dc35b16bd6dea058ab34fcedeaffc\" tg-width=\"1240\" tg-height=\"784\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：圣诞主题中的苹果手表、iPhone和iPad。</span></p></blockquote></p><p> If the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock&nbsp;head next?</p><p><blockquote>如果“圣诞老人集会”是真的，那么圣诞假期结束后会发生什么？对于苹果专家来说更重要的是：苹果股票下一步将走向何方？</blockquote></p><p> <b>Is Santa Claus real?</b></p><p><blockquote><b>圣诞老人是真的吗？</b></blockquote></p><p> The first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?</p><p><blockquote>首先要问的问题是，圣诞老人集会在数据中是否很明显，或者只是一个神话。股市真的会在12月24日之前飙升吗？</blockquote></p><p> There are a few different ways to approach this one. I looked first at the S&amp;P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.</p><p><blockquote>有几种不同的方法来解决这个问题。我首先查看了自20世纪90年代初以来标普500在任何两周内的表现。然后，我将我的发现与圣诞假期前两周的市场回报进行了比较。</blockquote></p><p> It turns out that yes, the S&amp;P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.</p><p><blockquote>事实证明，是的，标普500在节前期间的表现历来更好，但只是最低限度：两周平均回报率为+0.54%，而全年平均回报率为+0.45%。如果两周内额外9个基点的表现对您来说足够令人兴奋，那么当然，圣诞老人对华尔街来说一直很好。</blockquote></p><p> The same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.</p><p><blockquote>苹果股票及其投资者就不一样了。在过去三十年左右的时间里，AAPL的平均两周回报率为+1.22%。然而，在圣诞老人到来前的两周，回报却惨淡：平均损失-1.33%。</blockquote></p><p> This observation is consistent with the idea that&nbsp;the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.</p><p><blockquote>这一观察与假期期间苹果股票往往季节性疲软的观点是一致的。自2007年iPhone推出以来，12月只是苹果股票今年表现第九好的月份。</blockquote></p><p> The most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.</p><p><blockquote>最有可能的理由：投资者可能会在重大催化剂（即9月份推出最新iPhone型号和黑色星期五）之前买入AAPL。在假日购物周期间，投资者“抛售消息”并抛售部分苹果公司持股。</blockquote></p><p> <b>What next for AAPL?</b></p><p><blockquote><b>AAPL的下一步是什么？</b></blockquote></p><p> If Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.</p><p><blockquote>如果苹果投资者觉得自己被排除在圣诞老人的名单之外，他们应该对接下来发生的事情更加兴奋。自20世纪90年代初以来，苹果股票在圣诞节后两周内的平均涨幅为+4.83%，远高于平均水平。这可能是传统上沉闷的圣诞老人前表演的反弹效应。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27bca749b86e2d2be63accff7a531f64\" tg-width=\"893\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和SPDR标普500指数ETF的圣诞老人前和圣诞老人后两周回报率。</span></p></blockquote></p><p> Something similar happens to the S&amp;P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.</p><p><blockquote>类似的情况也发生在标普500上，尽管程度不同：圣诞节后0.80%的平均涨幅往往好于圣诞老人反弹产生的涨幅。</blockquote></p><p> In the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.</p><p><blockquote>未来几个交易日，苹果股票和大盘的表现会像往年一样好吗？我们将在年底假期期间继续监测价格走势以找出答案。</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>Apple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: What Happens After The Santa Claus Rally?<blockquote>苹果股票：圣诞老人集会后会发生什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-27 22:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.</p><p><blockquote>圣诞老人集会？苹果投资者有理由对接下来发生的事情更加兴奋。以下是数据表明未来两周AAPL股价可能发生的情况。</blockquote></p><p> Santa Claus almost skipped Wall Street this year. The S&amp;P 500&nbsp;dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.</p><p><blockquote>圣诞老人今年几乎跳过了华尔街。标普500在12月15日至20日期间下跌了3.5%，这让一些人预期的年底反弹受到质疑。但很快，看涨情绪又卷土重来，该指数在短短三天内上涨了4%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f29dc35b16bd6dea058ab34fcedeaffc\" tg-width=\"1240\" tg-height=\"784\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's Watch, iPhone and iPad in a Christmas theme.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：圣诞主题中的苹果手表、iPhone和iPad。</span></p></blockquote></p><p> If the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock&nbsp;head next?</p><p><blockquote>如果“圣诞老人集会”是真的，那么圣诞假期结束后会发生什么？对于苹果专家来说更重要的是：苹果股票下一步将走向何方？</blockquote></p><p> <b>Is Santa Claus real?</b></p><p><blockquote><b>圣诞老人是真的吗？</b></blockquote></p><p> The first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?</p><p><blockquote>首先要问的问题是，圣诞老人集会在数据中是否很明显，或者只是一个神话。股市真的会在12月24日之前飙升吗？</blockquote></p><p> There are a few different ways to approach this one. I looked first at the S&amp;P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.</p><p><blockquote>有几种不同的方法来解决这个问题。我首先查看了自20世纪90年代初以来标普500在任何两周内的表现。然后，我将我的发现与圣诞假期前两周的市场回报进行了比较。</blockquote></p><p> It turns out that yes, the S&amp;P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.</p><p><blockquote>事实证明，是的，标普500在节前期间的表现历来更好，但只是最低限度：两周平均回报率为+0.54%，而全年平均回报率为+0.45%。如果两周内额外9个基点的表现对您来说足够令人兴奋，那么当然，圣诞老人对华尔街来说一直很好。</blockquote></p><p> The same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.</p><p><blockquote>苹果股票及其投资者就不一样了。在过去三十年左右的时间里，AAPL的平均两周回报率为+1.22%。然而，在圣诞老人到来前的两周，回报却惨淡：平均损失-1.33%。</blockquote></p><p> This observation is consistent with the idea that&nbsp;the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.</p><p><blockquote>这一观察与假期期间苹果股票往往季节性疲软的观点是一致的。自2007年iPhone推出以来，12月只是苹果股票今年表现第九好的月份。</blockquote></p><p> The most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.</p><p><blockquote>最有可能的理由：投资者可能会在重大催化剂（即9月份推出最新iPhone型号和黑色星期五）之前买入AAPL。在假日购物周期间，投资者“抛售消息”并抛售部分苹果公司持股。</blockquote></p><p> <b>What next for AAPL?</b></p><p><blockquote><b>AAPL的下一步是什么？</b></blockquote></p><p> If Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.</p><p><blockquote>如果苹果投资者觉得自己被排除在圣诞老人的名单之外，他们应该对接下来发生的事情更加兴奋。自20世纪90年代初以来，苹果股票在圣诞节后两周内的平均涨幅为+4.83%，远高于平均水平。这可能是传统上沉闷的圣诞老人前表演的反弹效应。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27bca749b86e2d2be63accff7a531f64\" tg-width=\"893\" tg-height=\"456\" width=\"100%\" height=\"auto\"><span>Figure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AAPL和SPDR标普500指数ETF的圣诞老人前和圣诞老人后两周回报率。</span></p></blockquote></p><p> Something similar happens to the S&amp;P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.</p><p><blockquote>类似的情况也发生在标普500上，尽管程度不同：圣诞节后0.80%的平均涨幅往往好于圣诞老人反弹产生的涨幅。</blockquote></p><p> In the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.</p><p><blockquote>未来几个交易日，苹果股票和大盘的表现会像往年一样好吗？我们将在年底假期期间继续监测价格走势以找出答案。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/news/apple-stock-what-happens-after-the-santa-claus-rally\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/apple-stock-what-happens-after-the-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151032995","content_text":"Santa Claus rally? Apple investors have reasons to be more excited about what comes next. Here is what the data suggests might happen to AAPL share price in the next two weeks.\nSanta Claus almost skipped Wall Street this year. The S&P 500 dipped 3.5% between December 15 and 20, putting into question the year-end rally that some expected to see. But quickly, bullishness came flooding back, as the index jumped 4% in only three days.\nFigure 1: Apple's Watch, iPhone and iPad in a Christmas theme.\nIf the “Santa Claus rally” is real, what happens after the Christmas holiday is over? And more importantly for the Apple Maven: which way will Apple stock head next?\nIs Santa Claus real?\nThe first question to ask is whether the Santa Claus rally is even evident in the data, or simply a myth. Do stocks really tend to spike ahead of December 24?\nThere are a few different ways to approach this one. I looked first at the S&P 500’s performance over any two-week period since the early 1990s. Then, I compared my findings against the market returns in the two weeks that precede the Christmas break.\nIt turns out that yes, the S&P 500 has historically performed better during the pre-holiday period — but only minimally: average two week return of +0.54% vs. the year-round average of +0.45%. If an extra 9 basis points of performance in two weeks seems exciting enough to you, then sure, Santa Claus has been good to Wall Street.\nThe same thing can not be said of Apple stock and its investors. For the past three decades or so, AAPL has produced outstanding average two-week returns of +1.22%. However, in the two weeks preceding Santa’s arrival, returns have been dismal: an average loss of -1.33%.\nThis observation is consistent with the idea that the holiday period tends to be seasonally weak for Apple shares. December has only been the ninth best month of performance for Apple stock in the year since the launch of the iPhone, in 2007.\nThe most likely rationale: investors probably buy into AAPL before the big catalysts, namely the launch of the newest iPhone model in September and Black Friday. During the holiday shopping weeks, investors “sell the news” and shed some of their AAPL holdings.\nWhat next for AAPL?\nIf Apple investors feel left out of Santa’s list, they should be more excited about what comes next. Since the early 1990s, Apple stock has produced an average gain of +4.83% in the two weeks following Christmas, which is well above average. This is probably a rebound effect from the traditionally dull, pre-Santa performance. See chart below.\nFigure 2: Pre-Santa and Post-Santa two week Returns in AAPL and SPY.\nSomething similar happens to the S&P 500, although not to the same extent: the average post-Christmas gains of 0.80% tend to be better than those produced by the Santa rally.\nIn the next few trading days, will Apple stock and the broad market perform as well as they have in prior years? We will keep monitoring price action through the year-end holiday to find out.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698737936,"gmtCreate":1640534071525,"gmtModify":1640534071719,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698737936","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698531664,"gmtCreate":1640441209154,"gmtModify":1640441209390,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698531664","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":3103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698303162,"gmtCreate":1640299458105,"gmtModify":1640299458875,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698303162","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691285410,"gmtCreate":1640207194191,"gmtModify":1640207194417,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691285410","repostId":"1122126959","repostType":4,"isVote":1,"tweetType":1,"viewCount":3425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691343912,"gmtCreate":1640141099077,"gmtModify":1640141099310,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691343912","repostId":"1184116002","repostType":4,"repost":{"id":"1184116002","kind":"news","pubTimestamp":1640140972,"share":"https://www.laohu8.com/m/news/1184116002?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:42","market":"us","language":"en","title":"Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184116002","media":"Seeking Alpha","summary":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental busi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管Palantir的基本业务持续蓬勃发展，但其股价自11月初以来已下跌30%。</li><li>特别是，Palantir在实现政府合同多元化方面取得了成功，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也提前于计划，促使该公司将全年现金流指引提高了1亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”是一个广为人知的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据动量选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当2021年的巨大增长调整发生在今年第四季度时，虽然许多股票确实值得小幅调整和估值喘息，但许多优质股票的多个挂钩被击倒，远远超出了其基本面的合理性。其中包括大数据分析巨头Palantir(PLTR)，尽管其业务看起来从未如此健康，但其股价却出现了巨大的调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir也许是唯一一家备受瞩目的软件IPO，自去年10月上市以来，Palantir的交易历程非常坎坷。Palantir花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给Palantir的反弹能力带来压力。该股最终确实反弹并在2月中旬达到接近40美元的峰值，然后在今年剩余时间里以非常参差不齐和波动的方式进行交易，其中自11月以来与其他科技成长股一起下跌了约30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的Palantir股票，这家公司是我所处的罕见例外之一<b>非常看涨</b>从技术上讲，这只股票的估值倍数相当昂贵（不过，随着从2月份峰值的大幅回调，Palantir的交易市盈率并没有像之前那样高得惊人）。我仍然认为Palantir是一家正在崛起的科技巨头，拥有强大的软件平台，可广泛适用于各行业、公共和私营部门。Palantir目前主要在美国占据主导地位，但在国外也有未经考验的扩张机会，那里的大数据和机器学习技术创新尚未完全成熟。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>在这里做多，并在年底前以新的较低价格增持Palantir：在我看来，Palantir完全有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了Palantir的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入了解更详细的细节和基本面之前，有必要说明Palantir从上市的角度一直很忙。该公司总是紧跟一些大型转型交易，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值6000万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir赢了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，在Palantir历史上在美国武装部队中享有的优势的基础上，该公司还与退伍军人事务部签署了一项为期四年、价值8700万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。Palantir和win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大型交易通常是公共部门交易，但该公司的商业/企业销售最近也有所增长，我们将在本文中进一步详细讨论这一点。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>重新审视Palantir的看涨论点</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>随着过去两个月Palantir股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是该公司成为超级明星的所有关键原因的回顾：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，几乎可以以无限的方式应用。</b>Palantir不是一家只提供一个或有限组用例服务的软件公司。数据和可以从数据中得出的推论几乎在所有事物中都很普遍：这解释了为什么Palantir对于公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为20亿美元，Palantir的收入仍继续实现30-40%的同比增长，其长期前景评级是该公司能够维持超过30%的同比增长率。至少到2025年。很少有公司能够实现这种大规模增长，这证明了Palantir产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir正在通过多种渠道追求增长。该公司今年加大了销售招聘力度，这是对其广阔市场机会和更多区域覆盖需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，这些供应商可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销人员无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>.Palantir因作为大型联邦政府承包商而闻名，但其产品对于越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，然后销售给公共部门客户。Palantir的做法恰恰相反：但现在，它在财富100强公司中的势头正在持续增长，客户数量继续以令人印象深刻的速度增长。</li><li><b>自由现金流。</b>尽管从GAAP的角度来看尚未盈利，但Palantir继续超出内部对自由现金流的预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，这些公司继续需要筹集资金来弥补损失）。</li></ul><b>估值并不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说Palantir最近的调整使该股处于廉价水平，但考虑到该公司品牌的质量，加上其大规模高速增长同时提高盈利能力和利润率的持续组合，我认为其目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>按目前接近18美元的股价计算，Palantir的市值为359.9亿美元。在扣除其账面上24.8亿美元的现金后（看好Palantir的另一个原因：它拥有大量现金并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计Palantir下一财年（2022财年）的收入将达到19.8亿美元，同比增长30%（数据来自雅虎财经）。考虑到该公司承诺在2022年全年实现30%以上的年收入增长（而且这家公司通常远远提前兑现承诺），我想说这种前景有点暗淡。但尽管如此，根据这一收入估计，Palantir的交易价格为<b>EV/22财年收入的16.9倍。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>再说一次，我们很难做到如此便宜的看涨期权，而且面对利率上升，Palantir之前20多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为18美元左右的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩展示了巨大的基本面吸引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir的年底调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3.Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir本季度收入同比强劲增长35%，达到3.921亿美元，比华尔街预期的3.866亿美元（同比增长33%）高出两个百分点。我们注意到，与第二季度49%的同比增长相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行期间相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是Palantir在推动企业上市方面的成功。该公司报告称，第三季度商业收入同比增长37%，尽管竞争更加激烈，但仍较前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4.Palantir商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir国内企业收入增长迅猛<b>同比增长103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了Palantir历史上最大的客户扩张。该公司在第三季度净增加了34个新客户，使该季度末客户总数达到203个，这使得该公司的客户群在一个季度内大幅增长了20%。与去年同期相比，该公司的商业客户数量也增加了46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5.Palantir客户补充道</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还请记住，对于其企业客户，Palantir采用了许多SaaS公司都坚持的“登陆并扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir的<b>比林斯</b>同比增长56%至3.47亿美元。Palantir的账单增长率超过其收入增长率，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现其在未来几年维持30%以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir的客户增长以及积极的贡献率促使该公司大幅提高调整后的自由现金流。第三季度，调整后自由现金流达到1.19亿美元，调整后自由现金流利润率约为现金的30%<b>燃烧</b>去年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6.Palantir FCF趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>基于公司全年现金流的强劲势头，Palantir管理层还将2021财年的年度自由现金流指引提高至4亿多美元，而之前的预期仅为3亿多美元。在我看来，这些举措巩固了投资者非常规避风险的市场心态，即Palantir不仅增长强劲，而且还牢记盈利能力平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>关键要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir还有很长的成功之路。该公司在大数据和分析领域无可争议的类别领导地位继续为公共和私营部门团队证明新的用例，而且尽管预计年收入将达到约20亿美元，但Palantir仍能继续以30%以上的速度增长。明年的运行率进一步证实了Palantir是软件领域一个独特且罕见的故事。利用自11月以来约30%的回调，适时建仓该股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Buy The Dip Before Year-End<blockquote>Palantir：年底前逢低买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>  <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>  <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>  <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>尽管Palantir的基本业务持续蓬勃发展，但其股价自11月初以来已下跌30%。</li><li>特别是，Palantir在实现政府合同多元化方面取得了成功，第三季度整体商业收入增长加速，在美国增长了一倍多。</li><li>尽管如此，政府业务并没有懈怠，该公司最近赢得了空军、卫生与公众服务部以及美国国立卫生研究院的合同。</li><li>现金流的趋势也提前于计划，促使该公司将全年现金流指引提高了1亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p><p><blockquote>“长期思考和投资”是一个广为人知的投资原则，但很少付诸实践。这也是科技行业最常被打破的规则，投资者主要根据动量选择股票，很少根据基本面和价值。</blockquote></p><p> So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p><p><blockquote>因此，当2021年的巨大增长调整发生在今年第四季度时，虽然许多股票确实值得小幅调整和估值喘息，但许多优质股票的多个挂钩被击倒，远远超出了其基本面的合理性。其中包括大数据分析巨头Palantir(PLTR)，尽管其业务看起来从未如此健康，但其股价却出现了巨大的调整。</blockquote></p><p> Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p><p><blockquote>Palantir也许是唯一一家备受瞩目的软件IPO，自去年10月上市以来，Palantir的交易历程非常坎坷。Palantir花了一段时间才起步，因为投资者很早就担心缺乏内部锁定期会给Palantir的反弹能力带来压力。该股最终确实反弹并在2月中旬达到接近40美元的峰值，然后在今年剩余时间里以非常参差不齐和波动的方式进行交易，其中自11月以来与其他科技成长股一起下跌了约30%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p><p><blockquote>在这段动荡的时期，我很高兴地持有我的Palantir股票，这家公司是我所处的罕见例外之一<b>非常看涨</b>从技术上讲，这只股票的估值倍数相当昂贵（不过，随着从2月份峰值的大幅回调，Palantir的交易市盈率并没有像之前那样高得惊人）。我仍然认为Palantir是一家正在崛起的科技巨头，拥有强大的软件平台，可广泛适用于各行业、公共和私营部门。Palantir目前主要在美国占据主导地位，但在国外也有未经考验的扩张机会，那里的大数据和机器学习技术创新尚未完全成熟。</blockquote></p><p> Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p><p><blockquote>在这里做多，并在年底前以新的较低价格增持Palantir：在我看来，Palantir完全有能力在未来几年跑赢市场指数。</blockquote></p><p> <b>Recent wins showcase how prominent Palantir is</b></p><p><blockquote><b>最近的胜利展示了Palantir的突出地位</b></blockquote></p><p> Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p><p><blockquote>在我们深入了解更详细的细节和基本面之前，有必要说明Palantir从上市的角度一直很忙。该公司总是紧跟一些大型转型交易，目前的情况也不例外。特别是，该公司最近刚刚与美国国立卫生研究院签署了一项价值6000万美元的多年期协议：</blockquote></p><p> Figure 1. Palantir NIH win</p><p><blockquote>图1。Palantir赢了</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p><p><blockquote>此外，在Palantir历史上在美国武装部队中享有的优势的基础上，该公司还与退伍军人事务部签署了一项为期四年、价值8700万美元的协议：</blockquote></p><p> Figure 2. Palantir VA win</p><p><blockquote>图2。Palantir和win</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p><p><blockquote>尽管Palantir展示的大型交易通常是公共部门交易，但该公司的商业/企业销售最近也有所增长，我们将在本文中进一步详细讨论这一点。</blockquote></p><p> <b>The bullish thesis for Palantir, revisited</b></p><p><blockquote><b>重新审视Palantir的看涨论点</b></blockquote></p><p> With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p><p><blockquote>随着过去两个月Palantir股票的悲观情绪，投资者很容易忘记该公司拥有的长期看涨论点和基本优势。</blockquote></p><p></p><p> Here's a refresher of all the key reasons why this company is a superstar:</p><p><blockquote>以下是该公司成为超级明星的所有关键原因的回顾：</blockquote></p><p> <ul>  <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>  <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>  <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>  <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>  <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li> </ul> <b>Valuation isn't cheap, but more reasonable than in the past</b></p><p><blockquote><ul><li><b>大数据是一门庞大的学科，几乎可以以无限的方式应用。</b>Palantir不是一家只提供一个或有限组用例服务的软件公司。数据和可以从数据中得出的推论几乎在所有事物中都很普遍：这解释了为什么Palantir对于公共和私营部门客户来说都是如此强大的工具。</li><li><b>规模增长。</b>尽管年收入规模约为20亿美元，Palantir的收入仍继续实现30-40%的同比增长，其长期前景评级是该公司能够维持超过30%的同比增长率。至少到2025年。很少有公司能够实现这种大规模增长，这证明了Palantir产品的广泛适用性及其吸引的庞大客户（特别是美国陆军）。</li><li><b>加大上市势头。</b>Palantir正在通过多种渠道追求增长。该公司今年加大了销售招聘力度，这是对其广阔市场机会和更多区域覆盖需求的认可。Palantir还加深了与ISV（综合服务供应商）的关系，这些供应商可以在没有其参与的情况下转售Palantir的产品，并提供Palantir直销人员无法处理的额外覆盖范围。</li><li><b>一只脚在公共部门，一只脚在私营部门</b>.Palantir因作为大型联邦政府承包商而闻名，但其产品对于越来越痴迷于大数据价值的企业部门来说同样具有吸引力。大多数软件公司一开始主要与企业买家打交道，然后希望获得FedRAMP认证，然后销售给公共部门客户。Palantir的做法恰恰相反：但现在，它在财富100强公司中的势头正在持续增长，客户数量继续以令人印象深刻的速度增长。</li><li><b>自由现金流。</b>尽管从GAAP的角度来看尚未盈利，但Palantir继续超出内部对自由现金流的预期，这意味着该业务是自筹资金的（与许多其他快速增长的软件公司不同，这些公司继续需要筹集资金来弥补损失）。</li></ul><b>估值并不便宜，但比过去更合理</b></blockquote></p><p> I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p><p><blockquote>我不会说Palantir最近的调整使该股处于廉价水平，但考虑到该公司品牌的质量，加上其大规模高速增长同时提高盈利能力和利润率的持续组合，我认为其目前的估值相当合理。</blockquote></p><p> At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p><p><blockquote>按目前接近18美元的股价计算，Palantir的市值为359.9亿美元。在扣除其账面上24.8亿美元的现金后（看好Palantir的另一个原因：它拥有大量现金并且不受债务负担），其结果<b>企业价值为335.1亿美元。</b></blockquote></p><p> For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p><p><blockquote>与此同时，华尔街分析师预计Palantir下一财年（2022财年）的收入将达到19.8亿美元，同比增长30%（数据来自雅虎财经）。考虑到该公司承诺在2022年全年实现30%以上的年收入增长（而且这家公司通常远远提前兑现承诺），我想说这种前景有点暗淡。但尽管如此，根据这一收入估计，Palantir的交易价格为<b>EV/22财年收入的16.9倍。</b></blockquote></p><p> Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p><p><blockquote>再说一次，我们很难做到如此便宜的看涨期权，而且面对利率上升，Palantir之前20多岁的估值倍数肯定是不可持续的。但考虑到这家公司的快速增长轨迹，我认为18美元左右的价格水平对于长期投资者来说仍然是一个很好的切入点。</blockquote></p><p> <b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p><p><blockquote><b>第三季度业绩展示了巨大的基本面吸引力，尤其是在商业领域</b></blockquote></p><p> We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p><p><blockquote>我们还注意到，Palantir的年底调整伴随着其强劲基本面的延续。看看下面的第三季度盈利结果：</blockquote></p><p> Figure 3. Palantir Q3 results</p><p><blockquote>图3.Palantir第三季度业绩</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p><p><blockquote>Palantir本季度收入同比强劲增长35%，达到3.921亿美元，比华尔街预期的3.866亿美元（同比增长33%）高出两个百分点。我们注意到，与第二季度49%的同比增长相比，收入增长确实有所放缓，但这主要是由于与去年第二季度的大流行期间相比，收入增长更容易。</blockquote></p><p> The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p><p><blockquote>第三季度的主要亮点是Palantir在推动企业上市方面的成功。该公司报告称，第三季度商业收入同比增长37%，尽管竞争更加激烈，但仍较前几个季度大幅加速：</blockquote></p><p> Figure 4. Palantir commercial revenue trends</p><p><blockquote>图4.Palantir商业收入趋势</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p><p><blockquote>我们还注意到，仅计算美国商业收入时，Palantir国内企业收入增长迅猛<b>同比增长103%。</b></blockquote></p><p> Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p><p><blockquote>另请注意，截至目前，Palantir仍然是一家相对早期的企业软件供应商，客户相对较少，但规模较大。第三季度见证了Palantir历史上最大的客户扩张。该公司在第三季度净增加了34个新客户，使该季度末客户总数达到203个，这使得该公司的客户群在一个季度内大幅增长了20%。与去年同期相比，该公司的商业客户数量也增加了46%。</blockquote></p><p> Figure 5. Palantir customer adds</p><p><blockquote>图5.Palantir客户补充道</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p><p><blockquote>还请记住，对于其企业客户，Palantir采用了许多SaaS公司都坚持的“登陆并扩张”策略。这些客户可能从较小的部署开始，随着时间的推移会大幅增长。</blockquote></p><p> Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p><p><blockquote>同样值得注意的是，Palantir的<b>比林斯</b>同比增长56%至3.47亿美元。Palantir的账单增长率超过其收入增长率，加上其剩余履约义务的急剧增加，让我们相信该公司将能够兑现其在未来几年维持30%以上收入增长的承诺。</blockquote></p><p> Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p><p><blockquote>最后，谈谈盈利能力。Palantir的客户增长以及积极的贡献率促使该公司大幅提高调整后的自由现金流。第三季度，调整后自由现金流达到1.19亿美元，调整后自由现金流利润率约为现金的30%<b>燃烧</b>去年同期为-5300万美元。</blockquote></p><p> Figure 6. Palantir FCF trends</p><p><blockquote>图6.Palantir FCF趋势</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir第三季度收益表</span></p></blockquote></p><p> Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p><p><blockquote>基于公司全年现金流的强劲势头，Palantir管理层还将2021财年的年度自由现金流指引提高至4亿多美元，而之前的预期仅为3亿多美元。在我看来，这些举措巩固了投资者非常规避风险的市场心态，即Palantir不仅增长强劲，而且还牢记盈利能力平衡。</blockquote></p><p> <b>Key takeaways</b></p><p><blockquote><b>关键要点</b></blockquote></p><p> In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</p><p><blockquote>在我看来，Palantir还有很长的成功之路。该公司在大数据和分析领域无可争议的类别领导地位继续为公共和私营部门团队证明新的用例，而且尽管预计年收入将达到约20亿美元，但Palantir仍能继续以30%以上的速度增长。明年的运行率进一步证实了Palantir是软件领域一个独特且罕见的故事。利用自11月以来约30%的回调，适时建仓该股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184116002","content_text":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.\nStill, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.\nCash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.\n\nAndreas Rentz/Getty Images Entertainment\nThe mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.\nSo when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.\nPerhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.\nData by YCharts\nThroughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm very bullish on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.\nStay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.\nRecent wins showcase how prominent Palantir is\nBefore we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:\nFigure 1. Palantir NIH win\nSource: Palantir Q3 earnings deck\nAnd, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:\nFigure 2. Palantir VA win\nSource: Palantir Q3 earnings deck\nAnd though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.\nThe bullish thesis for Palantir, revisited\nWith the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.\nHere's a refresher of all the key reasons why this company is a superstar:\n\nBig data is a massive discipline that can be applied in nearly limitless ways.Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.\nGrowth at scale.Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).\nStepping up go-to-market momentum.Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.\nOne foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.\nFree cash flow.Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).\n\nValuation isn't cheap, but more reasonable than in the past\nI wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.\nAt current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting enterprise value is $33.51 billion.\nFor next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at 16.9x EV/FY22 revenue.\nAgain, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.\nQ3 results showcase tremendous fundamental traction, especially in the commercial segment\nWe additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:\nFigure 3. Palantir Q3 results\nSource: Palantir Q3 earnings deck\nPalantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.\nThe major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:\nFigure 4. Palantir commercial revenue trends\nSource: Palantir Q3 earnings deck\nWe note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing 103% y/y pace.\nNote as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.\nFigure 5. Palantir customer adds\nSource: Palantir Q3 earnings deck\nRecall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.\nEqually worth noting is that Palantir's billings expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.\nLastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash burn of -$53 million in the prior-year period.\nFigure 6. Palantir FCF trends\nSource: Palantir Q3 earnings deck\nBuilding on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.\nKey takeaways\nIn my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at >30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693458606,"gmtCreate":1640068498010,"gmtModify":1640068575116,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693458606","repostId":"1140302086","repostType":4,"repost":{"id":"1140302086","kind":"news","pubTimestamp":1640068447,"share":"https://www.laohu8.com/m/news/1140302086?lang=zh_CN&edition=full","pubTime":"2021-12-21 14:34","market":"us","language":"en","title":"As Markets Slide, Here Is Goldman's Bull Case: $125 Billion In January Inflows<blockquote>随着市场下滑，高盛的牛市案例如下：1月份资金流入1250亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140302086","media":"zerohedge","summary":"While Goldman's uber-bullish case for a year-end rally appears to have fallen apart now that even Sa","content":"<p>While Goldman's&nbsp;uber-bullish case for a year-end rally&nbsp;appears to have fallen apart now that even Santa has caught covid, the bank refuses to capitulate and in his latest Tactical Fund Flow notes, Goldman trader Scott Rubner expects the current market volatility, which has led to a near uniform negative sentiment and widespread hedge fund deleveraging, to reverse for several reasons - discussed below - including one very big one: over $125 billion of equity inflows in January.</p><p><blockquote>尽管高盛对年终反弹的超级看涨理由似乎已经破灭，因为就连圣诞老人也感染了新冠病毒，但该行拒绝投降，高盛交易员斯科特·鲁布纳(Scott Rubner)在其最新的战术资金流报告中预计，当前的市场波动导致了几乎一致的负面情绪和广泛的对冲基金去杠杆化，由于以下几个原因而发生逆转，其中一个原因非常大：1月份股票流入超过1250亿美元。</blockquote></p><p> As Rubner explains, there are two key pillars to his thesis. First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"<b>This would be $125BN worth of inflows quickly in January.\"</b></p><p><blockquote>正如鲁布纳解释的那样，他的论文有两个关键支柱。首先，2021年全球股市的资金流入比过去25年的总和还要多，这种动态“在发生更大的调整之前需要改变”。第二个也是更重要的催化剂是，1月份是大部分资本部署的月份，即“1月份通常会出现134%的资金流入（其余11个月为34%）。”随着世界上所有私人财富管理公司目前都在增加对股票的配置（现金和债券），高盛计算出，保持2021年的步伐，”<b>1月份的资金流入将很快达到1250亿美元。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/4182b58ada83c772528732e7b2d7b582\" tg-width=\"500\" tg-height=\"303\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Markets Slide, Here Is Goldman's Bull Case: $125 Billion In January Inflows<blockquote>随着市场下滑，高盛的牛市案例如下：1月份资金流入1250亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Markets Slide, Here Is Goldman's Bull Case: $125 Billion In January Inflows<blockquote>随着市场下滑，高盛的牛市案例如下：1月份资金流入1250亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-12-21 14:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While Goldman's&nbsp;uber-bullish case for a year-end rally&nbsp;appears to have fallen apart now that even Santa has caught covid, the bank refuses to capitulate and in his latest Tactical Fund Flow notes, Goldman trader Scott Rubner expects the current market volatility, which has led to a near uniform negative sentiment and widespread hedge fund deleveraging, to reverse for several reasons - discussed below - including one very big one: over $125 billion of equity inflows in January.</p><p><blockquote>尽管高盛对年终反弹的超级看涨理由似乎已经破灭，因为就连圣诞老人也感染了新冠病毒，但该行拒绝投降，高盛交易员斯科特·鲁布纳(Scott Rubner)在其最新的战术资金流报告中预计，当前的市场波动导致了几乎一致的负面情绪和广泛的对冲基金去杠杆化，由于以下几个原因而发生逆转，其中一个原因非常大：1月份股票流入超过1250亿美元。</blockquote></p><p> As Rubner explains, there are two key pillars to his thesis. First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"<b>This would be $125BN worth of inflows quickly in January.\"</b></p><p><blockquote>正如鲁布纳解释的那样，他的论文有两个关键支柱。首先，2021年全球股市的资金流入比过去25年的总和还要多，这种动态“在发生更大的调整之前需要改变”。第二个也是更重要的催化剂是，1月份是大部分资本部署的月份，即“1月份通常会出现134%的资金流入（其余11个月为34%）。”随着世界上所有私人财富管理公司目前都在增加对股票的配置（现金和债券），高盛计算出，保持2021年的步伐，”<b>1月份的资金流入将很快达到1250亿美元。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/4182b58ada83c772528732e7b2d7b582\" tg-width=\"500\" tg-height=\"303\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/markets-slide-here-goldmans-bull-case-125-billion-january-inflows\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/markets-slide-here-goldmans-bull-case-125-billion-january-inflows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140302086","content_text":"While Goldman's uber-bullish case for a year-end rally appears to have fallen apart now that even Santa has caught covid, the bank refuses to capitulate and in his latest Tactical Fund Flow notes, Goldman trader Scott Rubner expects the current market volatility, which has led to a near uniform negative sentiment and widespread hedge fund deleveraging, to reverse for several reasons - discussed below - including one very big one: over $125 billion of equity inflows in January.\nAs Rubner explains, there are two key pillars to his thesis. First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"This would be $125BN worth of inflows quickly in January.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693938775,"gmtCreate":1639959152520,"gmtModify":1639959152759,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693938775","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前，Nike和Micron Technology将于周一发布报告，黑莓和通用磨坊将于周二发布报告，CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将公布11月份领先经济指数，随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%，而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份耐用品报告，这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份成屋销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119，比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%，2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测，经季节调整后的房屋销售量年率为640万套，略高于10月份，为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测，经季节调整后的年增长率为2.1%，与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110，与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%，原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人，最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计，经季节调整后的新单户住宅年增长率为77万套，比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%，为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%，达到2656亿美元。不包括运输，新订单预计将增长0.6%，而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前，Nike和Micron Technology将于周一发布报告，黑莓和通用磨坊将于周二发布报告，CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将公布11月份领先经济指数，随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%，而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份耐用品报告，这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份成屋销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119，比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%，2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测，经季节调整后的房屋销售量年率为640万套，略高于10月份，为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测，经季节调整后的年增长率为2.1%，与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110，与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%，原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人，最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计，经季节调整后的新单户住宅年增长率为77万套，比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%，为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%，达到2656亿美元。不包括运输，新订单预计将增长0.6%，而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","MU":"美光科技","CTAS":"信达思",".DJI":"道琼斯","GIS":"通用磨坊",".SPX":"S&P 500 Index","PAYX":"沛齐","KMX":"车美仕"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".DJI":0.9,"GIS":0.9,"KMX":0.9,".IXIC":0.9,".SPX":0.9,"CTAS":0.9,"MU":0.9,"PAYX":0.9}},"isVote":1,"tweetType":1,"viewCount":3790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699570930,"gmtCreate":1639867369039,"gmtModify":1639867369231,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699570930","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社）-华尔街周五收低，受大型科技股拖累，投资者担心奥密克戎冠状病毒变种，并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对飙升的通胀后，美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%，Alphabet下跌1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌，金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示，疫情可能会延续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示：“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎，就会出现波动，我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘，而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，标普500下跌1.03%，收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%，至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是，小盘股罗素2000指数在从11月初的历史高点下跌超过10%后，上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至166亿股，远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500下跌1.9%，道琼斯指数下跌1.7%，纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中，甲骨文股价下跌6.4%，此前《华尔街日报》报道称，这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判，交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润，但联邦快递公司周四恢复了最初的2022财年预测，该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1；在纳斯达克，1.16比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低；纳斯达克综合指数录得28个新高和341个新低。</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>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>（路透社）-华尔街周五收低，受大型科技股拖累，投资者担心奥密克戎冠状病毒变种，并更快消化美联储结束大流行时期刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示在2022年底前加息三次0.25个百分点以应对飙升的通胀后，美国三大主要股指本周均收跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p><p><blockquote>英伟达下跌2.1%，Alphabet下跌1.9%，均令标普500和纳斯达克承压。</blockquote></p><p> The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%，价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11大板块指数悉数下跌，金融股跌幅2.3%领跌。能源下跌2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞周五表示，疫情可能会延续到明年，这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备，一项研究警告说，迅速传播的奥密克戎冠状病毒变种重新感染人类的可能性是其前身达美航空的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出，年终税收抛售以及股票期权、股指期货和指数期权合约同时到期——被称为三重巫术——是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>新泽西州查塔姆Themis Trading交易联席经理Joe Saluzzi表示：“这是一个重要的期权到期日。”“现在你在此基础上利用一些奥密克戎，就会出现波动，我认为这给投资者带来了很多不确定性。今年年底你打算在哪里定位？”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p><p><blockquote>包括英伟达和微软在内的权重成长股在2021年的表现优于大盘，而费城SE半导体指数则飙升了约35%。基准标普500指数同期上涨约23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p><p><blockquote>周五交易中，道琼斯工业平均指数下跌1.48%，收于35,365.44点，标普500下跌1.03%，收于4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌0.07%，至15,169.68点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>积极的一面是，小盘股罗素2000指数在从11月初的历史高点下跌超过10%后，上涨了1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期，美国交易所的成交量跃升至166亿股，远高于过去20个交易日119亿股的平均水平。</blockquote></p><p> For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周，标普500下跌1.9%，道琼斯指数下跌1.7%，纳斯达克下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>周五交易中，甲骨文股价下跌6.4%，此前《华尔街日报》报道称，这家企业软件制造商正在就收购电子医疗记录公司Cerner进行谈判，交易价值可能达到300亿美元。Cerner股价飙升12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>尽管持续的劳工困境削弱了利润，但联邦快递公司周四恢复了最初的2022财年预测，该公司股价上涨近5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.50比1；在纳斯达克，1.16比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下22个52周新高和7个新低；纳斯达克综合指数录得28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699815010,"gmtCreate":1639778439884,"gmtModify":1639778790647,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699815010","repostId":"1114105828","repostType":4,"repost":{"id":"1114105828","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639751560,"share":"https://www.laohu8.com/m/news/1114105828?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:32","market":"us","language":"en","title":"U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美股周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114105828","media":"Tiger Newspress","summary":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq ","content":"<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，限制美联储一周，纳斯达克综合指数下跌0.9%，道指下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递(FDX)上调了全年盈利预期，公布了好于预期的第二财季业绩，并授权了一项新的50亿美元股票回购计划，该公司股价上涨。与此同时，Rivian(RIVN)在发布自上个月首次公开募股以来的第一份季度报告后股价下跌。这家电动汽车制造商在股东信中表示，预计到今年年底生产1,200辆汽车的目标“还差几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要焦点仍然集中在美联储对明年货币政策的最新展望上，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性下降——继续给长期科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力的估值很高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了5%。一些著名科技股的股价周五延续跌势，苹果(AAPL)股价继周四下跌近4%后，早盘下跌超过1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融板块的周期性股票周四表现出色，利率上升和增长强劲的前景被视为有利于这些板块。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments首席市场策略师特洛伊·盖耶斯基(Troy Gayeski)周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”“美联储实施紧急政策的时间可以说比应有的时间长得多，随着货币供应增长放缓，随着他们放松资产负债表扩张并最终在明年加息，人们至少预计市场会出现更多波动。这确实是我们上个月看到的情况。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别是，你几乎可以做多任何东西，并且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022年的环境非常不同，你必须更加仔细地挑选。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美股周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks sink at Friday's open,Nasdaq Composite Index declines 0.9%<blockquote>美股周五开盘下跌，纳斯达克综合指数下跌0.9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&amp;P 500 down 0.6%.</p><p><blockquote>美国股市周五开盘下跌，10年期国债收益率跌破1.4%，限制美联储一周，纳斯达克综合指数下跌0.9%，道指下跌0.5%；标普500下跌0.6%。</blockquote></p><p> Shares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.</p><p><blockquote>航运巨头联邦快递(FDX)上调了全年盈利预期，公布了好于预期的第二财季业绩，并授权了一项新的50亿美元股票回购计划，该公司股价上涨。与此同时，Rivian(RIVN)在发布自上个月首次公开募股以来的第一份季度报告后股价下跌。这家电动汽车制造商在股东信中表示，预计到今年年底生产1,200辆汽车的目标“还差几百辆”。</blockquote></p><p> Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.</p><p><blockquote>投资者本周的主要焦点仍然集中在美联储对明年货币政策的最新展望上，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> The specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.</p><p><blockquote>利率上升的幽灵——以及随着央行也加快缩减资产购买进程而导致的流动性下降——继续给长期科技股和成长型股票带来沉重压力，这些股票对未来盈利潜力的估值很高。截至周四收盘，纳斯达克综合指数在过去一个月下跌了5%。一些著名科技股的股价周五延续跌势，苹果(AAPL)股价继周四下跌近4%后，早盘下跌超过1%。</blockquote></p><p> On the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.</p><p><blockquote>另一方面，能源和金融板块的周期性股票周四表现出色，利率上升和增长强劲的前景被视为有利于这些板块。</blockquote></p><p> \"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"</p><p><blockquote>FS Investments首席市场策略师特洛伊·盖耶斯基(Troy Gayeski)周四对雅虎财经直播表示：“投资者必须明白的是，我们正在经历货币政策的重大转变。”“美联储实施紧急政策的时间可以说比应有的时间长得多，随着货币供应增长放缓，随着他们放松资产负债表扩张并最终在明年加息，人们至少预计市场会出现更多波动。这确实是我们上个月看到的情况。”</blockquote></p><p> \"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"</p><p><blockquote>“现在与六个月前，甚至一年多前最大的区别是，你几乎可以做多任何东西，并且你有信心它会上涨。经济正在蓬勃发展，我们有很多财政刺激，我们仍然有前所未有的货币政策刺激，”他补充道。“2022年的环境非常不同，你必须更加仔细地挑选。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114105828","content_text":"U.S. stocks sink at Friday's open as 10-year Treasury yield falls below 1.4% to cap Fed week,Nasdaq Composite Index declines 0.9%,Dow trades 0.5% lower; S&P 500 down 0.6%.\nShares of FedEx (FDX) jumped after the shipping giant raised its full-year earnings forecast, delivered better-than-expected fiscal second-quarter results and authorized a new $5 billion stock buyback program. Rivian (RIVN), meanwhile, saw shares sink following its first quarterly report since its IPO last month. The electric-vehicle makersaid in its shareholder letterit expected to be \"a few hundred vehicles short\" of its prior target of producing 1,200 units by the end of this year.\nInvestors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fedcould hike interest rates three times next year.\nThe specter of higher rates — and a lower-liquidity environment as the central bank also speeds up the tapering process of its asset purchases — has continued to weigh heavily on longer-duration technology and growth stocks valued heavily on future earnings potential. The Nasdaq Composite has fallen by 5% over the past month through Thursday's close. And shares of some notable technology stocks extended declines on Friday, with Apple (AAPL) shares dropping by more than 1% in early trading after a nearly 4% decrease on Thursday.\nOn the other hand, cyclical stocks in the energy and financials sectors outperformed on Thursday, with the prospects of higher interest rates and stronger growth seen as benefitting these sectors.\n\"The thing investors have to understand is, we're going through a major transition in monetary policy,\" Troy Gayeski, FS Investments chief market strategist,told Yahoo Finance Live on Thursday.\"The Fed has been running emergency policies arguably far longer than they should have been, and as that money supply growth slows down as they ease off the balance sheet expansion and ultimately hike next year, one would at least expect more volatility in markets. And that's really what we've been seeing the last month.\"\n\"The biggest difference between now and six months ago, or even more than a year ago, is you could pretty much go long anything and you were confident it was going to go up. The economy was booming, we had a lot of fiscal stimulus, we still had unprecedented monetary policy stimulus,\" he added. \"And it's a very different environment in 2022 where you're going to have to pick and choose much more carefully.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690515954,"gmtCreate":1639690526868,"gmtModify":1639690527113,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690515954","repostId":"2191945281","repostType":4,"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690869935,"gmtCreate":1639655354321,"gmtModify":1639655354549,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690869935","repostId":"2191910859","repostType":4,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604489647,"gmtCreate":1639438852327,"gmtModify":1639438852561,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604489647","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604660737,"gmtCreate":1639387820908,"gmtModify":1639388586265,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604660737","repostId":"1165575464","repostType":2,"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605713993,"gmtCreate":1639261144306,"gmtModify":1639261144525,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605713993","repostId":"2190673267","repostType":4,"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605214966,"gmtCreate":1639180744258,"gmtModify":1639180763996,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605214966","repostId":"1165282830","repostType":4,"repost":{"id":"1165282830","kind":"news","pubTimestamp":1639148461,"share":"https://www.laohu8.com/m/news/1165282830?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:01","market":"us","language":"en","title":"Tesla stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止接受北美以外地区Model S和Model X订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165282830","media":"Electrek","summary":"Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outs","content":"<p>Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.</p><p><blockquote>特斯拉今天向潜在买家宣布，停止接受北美以外的新Model S和Model X订单。</blockquote></p><p> It now expects deliveries in other markets to start during the second half of 2022.</p><p><blockquote>目前预计其他市场的交付将于2022年下半年开始。</blockquote></p><p> The news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.</p><p><blockquote>该消息来自特斯拉开始向在欧洲订购Model S和Model X车辆的人发送的一封电子邮件。</blockquote></p><p> Tesla writes in the email that it is not accepting any new orders (translated from German):</p><p><blockquote>特斯拉在电子邮件中写道，它不接受任何新订单（翻译自德语）：</blockquote></p><p>   In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.  This is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.</p><p><blockquote>为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。这是为了应对特斯拉可能在欧洲和其他市场积压了大量Model S/X订单，这些市场已经一年没有新的Model S/X出货。</blockquote></p><p> Tesla shut down Model S and Model X production in January of last year to update the vehicles.</p><p><blockquote>特斯拉于去年1月关闭了Model S和Model X的生产以更新车辆。</blockquote></p><p> During that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and&nbsp;Model X in October.</p><p><blockquote>那一年，该汽车制造商不断接受新订单，但生产被推迟，新款Model S于6月开始慢慢下线，Model X于10月开始下线。</blockquote></p><p> Tesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.</p><p><blockquote>特斯拉仍在追赶北美的积压订单，而新订单不断来自欧洲和亚洲。</blockquote></p><p> In the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:</p><p><blockquote>特斯拉在电子邮件中表示，目前的目标是明年下半年在欧洲交付首批Model S和Model X：</blockquote></p><p>   Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.  This means that Europe would be without Model S and Model X for a year and a half.</p><p><blockquote>你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。这意味着欧洲将有一年半的时间没有Model S和Model X。</blockquote></p><p> Here’s the email in full:</p><p><blockquote>以下是电子邮件全文：</blockquote></p><p>   Hello [redacted],    We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.    Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.    In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.    The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.    We apologize for any inconvenience this may cause.    Kind regards,    Your Tesla Team Testa </p><p><blockquote>您好【已编辑】，我们正在就您订购Model X的时间与您联系。随着我们扩大产能，北美以外市场的上市日期已经推迟。当生产开始时，我们将通过您的特斯拉帐户通知您交货时间。你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。您的Model X的价格将继续与您下订单时相同，除非您的车辆配置发生了变化。要将您的订单费用应用于其他型号，或获得全额退款，请要求看涨期权直接与特斯拉代表联系。对于由此可能造成的任何不便，我们深表歉意。亲切的问候，您的特斯拉团队Testa</blockquote></p><p></p>","source":"lsy1627037122897","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止接受北美以外地区Model S和Model X订单</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\">\nTesla stops taking Model S and Model X orders outside North America<blockquote>特斯拉停止接受北美以外地区Model S和Model X订单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Electrek</strong><span class=\"h-time small\">2021-12-10 23:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.</p><p><blockquote>特斯拉今天向潜在买家宣布，停止接受北美以外的新Model S和Model X订单。</blockquote></p><p> It now expects deliveries in other markets to start during the second half of 2022.</p><p><blockquote>目前预计其他市场的交付将于2022年下半年开始。</blockquote></p><p> The news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.</p><p><blockquote>该消息来自特斯拉开始向在欧洲订购Model S和Model X车辆的人发送的一封电子邮件。</blockquote></p><p> Tesla writes in the email that it is not accepting any new orders (translated from German):</p><p><blockquote>特斯拉在电子邮件中写道，它不接受任何新订单（翻译自德语）：</blockquote></p><p>   In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.  This is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.</p><p><blockquote>为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。这是为了应对特斯拉可能在欧洲和其他市场积压了大量Model S/X订单，这些市场已经一年没有新的Model S/X出货。</blockquote></p><p> Tesla shut down Model S and Model X production in January of last year to update the vehicles.</p><p><blockquote>特斯拉于去年1月关闭了Model S和Model X的生产以更新车辆。</blockquote></p><p> During that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and&nbsp;Model X in October.</p><p><blockquote>那一年，该汽车制造商不断接受新订单，但生产被推迟，新款Model S于6月开始慢慢下线，Model X于10月开始下线。</blockquote></p><p> Tesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.</p><p><blockquote>特斯拉仍在追赶北美的积压订单，而新订单不断来自欧洲和亚洲。</blockquote></p><p> In the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:</p><p><blockquote>特斯拉在电子邮件中表示，目前的目标是明年下半年在欧洲交付首批Model S和Model X：</blockquote></p><p>   Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.  This means that Europe would be without Model S and Model X for a year and a half.</p><p><blockquote>你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。这意味着欧洲将有一年半的时间没有Model S和Model X。</blockquote></p><p> Here’s the email in full:</p><p><blockquote>以下是电子邮件全文：</blockquote></p><p>   Hello [redacted],    We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.    Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.    In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.    The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.    We apologize for any inconvenience this may cause.    Kind regards,    Your Tesla Team Testa </p><p><blockquote>您好【已编辑】，我们正在就您订购Model X的时间与您联系。随着我们扩大产能，北美以外市场的上市日期已经推迟。当生产开始时，我们将通过您的特斯拉帐户通知您交货时间。你的Model X离交付越来越近了。我们目前预计北美以外的发货将于2022年下半年开始。为了尽可能加快现有订单（包括您的Model X订单）的交付，我们目前不再接受来自北美以外市场的Model S和Model X的新订单。您的Model X的价格将继续与您下订单时相同，除非您的车辆配置发生了变化。要将您的订单费用应用于其他型号，或获得全额退款，请要求看涨期权直接与特斯拉代表联系。对于由此可能造成的任何不便，我们深表歉意。亲切的问候，您的特斯拉团队Testa</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://electrek.co/2021/12/10/tesla-stops-taking-model-s-x-orders-outside-north-america/\">Electrek</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":{"TSLA":"特斯拉"},"source_url":"https://electrek.co/2021/12/10/tesla-stops-taking-model-s-x-orders-outside-north-america/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165282830","content_text":"Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America.\nIt now expects deliveries in other markets to start during the second half of 2022.\nThe news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe.\nTesla writes in the email that it is not accepting any new orders (translated from German):\n\n In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.\n\nThis is in response to Tesla likely having a large backlog of Model S/X orders in Europe and other markets, where there has been no new Model S/X shipment in a year.\nTesla shut down Model S and Model X production in January of last year to update the vehicles.\nDuring that year, the automaker kept taking new orders, but production was delayed with new Model S starting to slowly come off the assembly line in June and Model X in October.\nTesla is still catching up to the backlog in North America while new orders kept coming in from Europe and Asia.\nIn the email, Tesla says that it now aims to deliver the first Model S and Model X in Europe during the second half of next year:\n\n Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.\n\nThis means that Europe would be without Model S and Model X for a year and a half.\nHere’s the email in full:\n\n Hello [redacted],\n\n\n We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.\n\n\n Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.\n\n\n In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.\n\n\n The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative.\n\n\n We apologize for any inconvenience this may cause.\n\n\n Kind regards,\n\n\n Your Tesla Team Testa","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605828423,"gmtCreate":1639146813366,"gmtModify":1639146821043,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605828423","repostId":"1106405499","repostType":4,"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602236667,"gmtCreate":1639024257087,"gmtModify":1639024257257,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602236667","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606650747,"gmtCreate":1638875486580,"gmtModify":1638875486783,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606650747","repostId":"1100817933","repostType":4,"repost":{"id":"1100817933","kind":"news","pubTimestamp":1638873659,"share":"https://www.laohu8.com/m/news/1100817933?lang=zh_CN&edition=full","pubTime":"2021-12-07 18:40","market":"us","language":"en","title":"U.S. stock futures, oil prices and Treasury yields rose as Omicron fears eased<blockquote>奥密克戎担忧缓解美股期货、油价和国债收益率上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100817933","media":"Wall Street Journal","summary":"U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would","content":"<p>U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would be milder than previously thought.</p><p><blockquote>美股期货攀升，因投资者押注奥密克戎变种Covid-19的影响将比此前想象的温和。</blockquote></p><p> Futures for the S&amp;P 500 gained 1.1% Tuesday. The&nbsp;index jumped Monday, recouping nearly all its losses for last week. Contracts for the tech-focused Nasdaq-100 jumped 1.7% Tuesday, and futures for the Dow Jones Industrial Average rose 0.8%.</p><p><blockquote>标普500期货周二上涨1.1%。该指数周一上涨，几乎收复了上周的所有跌幅。以科技股为主的纳斯达克100指数合约周二上涨1.7%，道琼斯工业平均指数期货上涨0.8%。</blockquote></p><p> Hopes that the new strain will have a less pronounced impact on travel and consumer confidence have bolstered stocks this week. Scientists and vaccine makers are still assessing the severity of Omicron and how well existing vaccines may work against it. Lower trading volumes in the lead-up to the holidays are likely to cause exaggerated moves in either direction, analysts say.</p><p><blockquote>人们希望新毒株对旅行和消费者信心的影响不太明显，这提振了本周的股市。科学家和疫苗制造商仍在评估奥密克戎的严重程度以及现有疫苗对其的效果。分析师表示，假期前交易量下降可能会导致两个方向的过度波动。</blockquote></p><p> “We’re in this period where investors are grappling for any news they can find and that, coupled with low liquidity, is leading to some big moves,” said Hugh Gimber, a strategist at J.P. Morgan Asset Management.</p><p><blockquote>摩根大通资产管理公司策略师休·金伯表示：“我们正处于这样一个时期，投资者正在努力寻找他们能找到的任何消息，再加上流动性较低，导致了一些重大举措。”</blockquote></p><p> China’s efforts to inject liquidity into the financial system has also helped reassured investors that the slowdown in the world’s second-largest economy will be managed, Mr. Gimber said. On Monday, the People’s Bank of China said it would&nbsp;reduce the reserve requirement ratio for banks&nbsp;by 0.5 percentage point to 8.4%, starting Dec. 15. This would unleash about 1.2 trillion yuan, equivalent to around $188 billion, into the financial system.</p><p><blockquote>金伯表示，中国向金融体系注入流动性的努力也有助于让投资者放心，这个世界第二大经济体的放缓将得到控制。周一，中国人民银行表示，将从12月15日起将银行存款准备金率下调0.5个百分点至8.4%。这将向金融体系释放约1.2万亿元人民币，相当于约1880亿美元。</blockquote></p><p> Shares of Chinese property developers listed in Hong Kong were broadly higher on the plans, which could assist China’s debt-laden real-estate sector.&nbsp;Sunac China Holdings&nbsp;surged more than 15%, while&nbsp;China Aoyuan Groupgained more than 10%.</p><p><blockquote>由于这些计划，在香港上市的中国房地产开发商的股价普遍走高，这可能会帮助中国负债累累的房地产行业。融创中国控股飙升超过15%，中国奥园集团上涨超过10%。</blockquote></p><p> Hong Kong’s broader Hang Seng Index gained 2.7%, while China’s Shanghai Composite edged up 0.2%. Japan’s Nikkei 225 rallied 1.9% and South Korea’s Kospi added 0.6%.</p><p><blockquote>香港恒生指数上涨2.7%，上证综指小幅上涨0.2%。日本日经225指数上涨1.9%，韩国综合指数上涨0.6%。</blockquote></p><p> Elsewhere, the pan-continental Stoxx Europe 600 jumped 1.2%.</p><p><blockquote>其他方面，泛大陆斯托克欧洲600指数上涨1.2%。</blockquote></p><p> Brent crude futures, the benchmark in global oil markets, rose 1.8% to $74.41 a barrel, as fears of renewed Covid-related lockdowns recede.</p><p><blockquote>全球石油市场基准布伦特原油期货上涨1.8%，至每桶74.41美元，因对新冠疫情相关封锁的担忧消退。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked up to 1.443% Tuesday from 1.433% Monday. Yields rise when prices fall.</p><p><blockquote>在债券市场，基准10年期国债收益率从周一的1.433%升至周二的1.443%。当价格下跌时，收益率上升。</blockquote></p><p> Bitcoin, the world’s largest cryptocurrency by market value, rose 2.6% to $51,307.04 as it continued to recover from&nbsp;a weekend selloff.</p><p><blockquote>全球市值最大的加密货币比特币上涨2.6%，至51,307.04美元，继续从周末的抛售中恢复。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock futures, oil prices and Treasury yields rose as Omicron fears eased<blockquote>奥密克戎担忧缓解美股期货、油价和国债收益率上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock futures, oil prices and Treasury yields rose as Omicron fears eased<blockquote>奥密克戎担忧缓解美股期货、油价和国债收益率上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-07 18:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would be milder than previously thought.</p><p><blockquote>美股期货攀升，因投资者押注奥密克戎变种Covid-19的影响将比此前想象的温和。</blockquote></p><p> Futures for the S&amp;P 500 gained 1.1% Tuesday. The&nbsp;index jumped Monday, recouping nearly all its losses for last week. Contracts for the tech-focused Nasdaq-100 jumped 1.7% Tuesday, and futures for the Dow Jones Industrial Average rose 0.8%.</p><p><blockquote>标普500期货周二上涨1.1%。该指数周一上涨，几乎收复了上周的所有跌幅。以科技股为主的纳斯达克100指数合约周二上涨1.7%，道琼斯工业平均指数期货上涨0.8%。</blockquote></p><p> Hopes that the new strain will have a less pronounced impact on travel and consumer confidence have bolstered stocks this week. Scientists and vaccine makers are still assessing the severity of Omicron and how well existing vaccines may work against it. Lower trading volumes in the lead-up to the holidays are likely to cause exaggerated moves in either direction, analysts say.</p><p><blockquote>人们希望新毒株对旅行和消费者信心的影响不太明显，这提振了本周的股市。科学家和疫苗制造商仍在评估奥密克戎的严重程度以及现有疫苗对其的效果。分析师表示，假期前交易量下降可能会导致两个方向的过度波动。</blockquote></p><p> “We’re in this period where investors are grappling for any news they can find and that, coupled with low liquidity, is leading to some big moves,” said Hugh Gimber, a strategist at J.P. Morgan Asset Management.</p><p><blockquote>摩根大通资产管理公司策略师休·金伯表示：“我们正处于这样一个时期，投资者正在努力寻找他们能找到的任何消息，再加上流动性较低，导致了一些重大举措。”</blockquote></p><p> China’s efforts to inject liquidity into the financial system has also helped reassured investors that the slowdown in the world’s second-largest economy will be managed, Mr. Gimber said. On Monday, the People’s Bank of China said it would&nbsp;reduce the reserve requirement ratio for banks&nbsp;by 0.5 percentage point to 8.4%, starting Dec. 15. This would unleash about 1.2 trillion yuan, equivalent to around $188 billion, into the financial system.</p><p><blockquote>金伯表示，中国向金融体系注入流动性的努力也有助于让投资者放心，这个世界第二大经济体的放缓将得到控制。周一，中国人民银行表示，将从12月15日起将银行存款准备金率下调0.5个百分点至8.4%。这将向金融体系释放约1.2万亿元人民币，相当于约1880亿美元。</blockquote></p><p> Shares of Chinese property developers listed in Hong Kong were broadly higher on the plans, which could assist China’s debt-laden real-estate sector.&nbsp;Sunac China Holdings&nbsp;surged more than 15%, while&nbsp;China Aoyuan Groupgained more than 10%.</p><p><blockquote>由于这些计划，在香港上市的中国房地产开发商的股价普遍走高，这可能会帮助中国负债累累的房地产行业。融创中国控股飙升超过15%，中国奥园集团上涨超过10%。</blockquote></p><p> Hong Kong’s broader Hang Seng Index gained 2.7%, while China’s Shanghai Composite edged up 0.2%. Japan’s Nikkei 225 rallied 1.9% and South Korea’s Kospi added 0.6%.</p><p><blockquote>香港恒生指数上涨2.7%，上证综指小幅上涨0.2%。日本日经225指数上涨1.9%，韩国综合指数上涨0.6%。</blockquote></p><p> Elsewhere, the pan-continental Stoxx Europe 600 jumped 1.2%.</p><p><blockquote>其他方面，泛大陆斯托克欧洲600指数上涨1.2%。</blockquote></p><p> Brent crude futures, the benchmark in global oil markets, rose 1.8% to $74.41 a barrel, as fears of renewed Covid-related lockdowns recede.</p><p><blockquote>全球石油市场基准布伦特原油期货上涨1.8%，至每桶74.41美元，因对新冠疫情相关封锁的担忧消退。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked up to 1.443% Tuesday from 1.433% Monday. Yields rise when prices fall.</p><p><blockquote>在债券市场，基准10年期国债收益率从周一的1.433%升至周二的1.443%。当价格下跌时，收益率上升。</blockquote></p><p> Bitcoin, the world’s largest cryptocurrency by market value, rose 2.6% to $51,307.04 as it continued to recover from&nbsp;a weekend selloff.</p><p><blockquote>全球市值最大的加密货币比特币上涨2.6%，至51,307.04美元，继续从周末的抛售中恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-07-2021-11638866220?mod=markets_lead_pos2\">Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-07-2021-11638866220?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100817933","content_text":"U.S. stock futures climbed as investors bet that the impact of the Omicron variant of Covid-19 would be milder than previously thought.\nFutures for the S&P 500 gained 1.1% Tuesday. The index jumped Monday, recouping nearly all its losses for last week. Contracts for the tech-focused Nasdaq-100 jumped 1.7% Tuesday, and futures for the Dow Jones Industrial Average rose 0.8%.\nHopes that the new strain will have a less pronounced impact on travel and consumer confidence have bolstered stocks this week. Scientists and vaccine makers are still assessing the severity of Omicron and how well existing vaccines may work against it. Lower trading volumes in the lead-up to the holidays are likely to cause exaggerated moves in either direction, analysts say.\n“We’re in this period where investors are grappling for any news they can find and that, coupled with low liquidity, is leading to some big moves,” said Hugh Gimber, a strategist at J.P. Morgan Asset Management.\nChina’s efforts to inject liquidity into the financial system has also helped reassured investors that the slowdown in the world’s second-largest economy will be managed, Mr. Gimber said. On Monday, the People’s Bank of China said it would reduce the reserve requirement ratio for banks by 0.5 percentage point to 8.4%, starting Dec. 15. This would unleash about 1.2 trillion yuan, equivalent to around $188 billion, into the financial system.\nShares of Chinese property developers listed in Hong Kong were broadly higher on the plans, which could assist China’s debt-laden real-estate sector. Sunac China Holdings surged more than 15%, while China Aoyuan Groupgained more than 10%.\nHong Kong’s broader Hang Seng Index gained 2.7%, while China’s Shanghai Composite edged up 0.2%. Japan’s Nikkei 225 rallied 1.9% and South Korea’s Kospi added 0.6%.\nElsewhere, the pan-continental Stoxx Europe 600 jumped 1.2%.\nBrent crude futures, the benchmark in global oil markets, rose 1.8% to $74.41 a barrel, as fears of renewed Covid-related lockdowns recede.\nIn bond markets, the yield on the benchmark 10-year Treasury note ticked up to 1.443% Tuesday from 1.433% Monday. Yields rise when prices fall.\nBitcoin, the world’s largest cryptocurrency by market value, rose 2.6% to $51,307.04 as it continued to recover from a weekend selloff.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608298351,"gmtCreate":1638745921004,"gmtModify":1638745921093,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608298351","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVS":"西维斯健康","GME":"游戏驿站","BK4088":"住宅建筑","COST":"好市多","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"CVS":0.9,"GME":0.9,"TOL":0.9,"COST":0.9}},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":812157116,"gmtCreate":1630567721635,"gmtModify":1631890970391,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/812157116","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835507109,"gmtCreate":1629725812801,"gmtModify":1631892809960,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835507109","repostId":"1150831098","repostType":4,"repost":{"id":"1150831098","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629725636,"share":"https://www.laohu8.com/m/news/1150831098?lang=zh_CN&edition=full","pubTime":"2021-08-23 21:33","market":"us","language":"en","title":"Dow rises more than 170 points to start the week while investors await key Fed summit<blockquote>投资者等待美联储重要峰会，道琼斯指数本周初上涨逾170点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150831098","media":"Tiger Newspress","summary":"Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye","content":"<p>Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye a key event where the Federal Reserve could hint at prospects for tapering stimulus.</p><p><blockquote>在华尔街经历了动荡的一周后，周一早盘股市走高，投资者关注美联储可能暗示缩减刺激计划前景的关键事件。</blockquote></p><p> The Dow Jones Industrial Average gained 171 points, or nearly 0.5%. The S&amp;P 500 and Nasdaq Composite rose about 0.4% as well.</p><p><blockquote>道琼斯工业平均指数上涨171点，涨幅近0.5%。标普500和纳斯达克综合指数也上涨约0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3aef7f594594be1593b1e7cb0194abc9\" tg-width=\"1011\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of vaccine makers are higher in premarket trading with investors' eyes on the FDA, which is expected to give the two-dose Pfizer-BioNTech Covid-19 vaccine full approval Monday.Pfizer&nbsp;is up about 3% and&nbsp;BioNTech&nbsp;jumped 7%.</p><p><blockquote>由于投资者关注FDA，疫苗制造商的股价在盘前交易中走高，预计FDA将于周一全面批准两剂辉瑞-BioNTech Covid-19疫苗。辉瑞上涨约3%，BioNTech上涨7%。</blockquote></p><p> Bitcoin hit a three-month high on Sunday, punching above $50,000 and pulling crypto-adjacent stocks up with it.Coinbase&nbsp;rose 3% higher in early trading, while&nbsp;Microstrategy&nbsp;climbed 4%.</p><p><blockquote>比特币周日触及三个月高点，突破5万美元，并带动加密货币相关股票上涨。比特币基地早盘上涨3%，Microstrategy上涨4%。</blockquote></p><p> Major averages are coming off a losing week as investors grew worried that the Fed's potential move to pull back monetary stimulus could slow down the economic recovery that is already challenged by the spread of the delta Covid-19 variant.</p><p><blockquote>由于投资者越来越担心美联储可能撤回货币刺激措施可能会减缓已经受到delta Covid-19变种传播挑战的经济复苏，主要股指本周下跌。</blockquote></p><p> Traders are eagerly awaiting the Jackson Hole&nbsp;symposium for clues on the Fed’s timeline for dialing back its $120 billion a month bond-buying program. The event takes place virtually on Thursday and Friday. The Fed previously was going to conduct the event in a mixed virtual and live presentation, but decided Friday to go all virtual in light of the rising virus risk.</p><p><blockquote>交易员们急切地等待杰克逊霍尔研讨会，寻找美联储缩减每月1200亿美元债券购买计划时间表的线索。这项活动实际上在周四和周五举行。美联储此前打算以虚拟和现场混合的方式举办此次活动，但鉴于病毒风险不断上升，周五决定全部采用虚拟方式。</blockquote></p><p> Chairman Jerome Powell’s speech will be titled “The Economic Outlook,” which “may suggest the speech could have a more near-term focus,” Nomura economist Aichi Amemiya said in a note.</p><p><blockquote>野村证券经济学家Aichi Amemiya在一份报告中表示，董事长杰罗姆·鲍威尔的演讲将题为“经济展望”，这“可能表明演讲可能有更近期的重点”。</blockquote></p><p> “Given the recent deterioration in incoming data and the pandemic situation, we see some risk Powell focuses on increased uncertainty due to the latest COVID-19 surge,” Amemiya added. “At a minimum, we view recent comments from Fed officials as supporting our view of a December tapering announcement despite a preference on the FOMC for November as of the July meeting.”</p><p><blockquote>Amemiya补充说：“鉴于最近收到的数据和大流行情况的恶化，我们看到鲍威尔关注的一些风险是由于最新的COVID-19激增而增加的不确定性。”“至少，我们认为美联储官员最近的言论支持了我们对12月宣布缩减购债规模的观点，尽管FOMC在7月会议上倾向于11月。”</blockquote></p><p> The blue-chip Dow fell 1.1% last week, while the S&amp;P 500 declined nearly 0.6%, breaking a two-week winning streak. The tech-heavy Nasdaq dipped 0.7% during the week.</p><p><blockquote>蓝筹股道指上周下跌1.1%，标普500下跌近0.6%，打破两周连涨。以科技股为主的纳斯达克本周下跌0.7%。</blockquote></p><p> “We suspect investor conviction is being challenged by the potential for upcoming monetary policy changes, shifting growth vs. value rotations, and a rising trajectory of new coronavirus cases,” Craig Johnson, technical market strategist at Piper Sandler, said in a note.</p><p><blockquote>Piper Sandler技术市场策略师克雷格·约翰逊(Craig Johnson)在一份报告中表示：“我们怀疑投资者的信心正受到即将到来的货币政策变化、增长与价值轮换的转变以及新型冠状病毒病例上升轨迹的挑战。”</blockquote></p><p> For the month of August, major benchmarks are poised to post modest gains. The S&amp;P 500 is up 1.1% month to date, while the blue-chip Dow has gained 0.5% and the Nasdaq has climbed 0.3%.</p><p><blockquote>8月份，主要基准指数有望小幅上涨。标普500本月迄今上涨1.1%，蓝筹股道琼斯指数上涨0.5%，纳斯达克上涨0.3%。</blockquote></p><p> “August is a historically volatile month for markets and this year is no different, with investors currently climbing multiple walls of worries,” said Rod von Lipsey, managing director at UBS Private Wealth Management. “Upticks in Covid-19 cases and a downward spiral in Afghanistan are creating a crisis of confidence, at a time when many investors are on holiday.”</p><p><blockquote>瑞银私人财富管理董事总经理罗德·冯·利普西(Rod von Lipsey)表示：“对于市场来说，八月是历史上动荡的一个月，今年也不例外，投资者目前正在攀登多堵担忧之墙。”“在许多投资者正在度假之际，阿富汗Covid-19病例的增加和螺旋式下降正在造成信心危机。”</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>Dow rises more than 170 points to start the week while investors await key Fed summit<blockquote>投资者等待美联储重要峰会，道琼斯指数本周初上涨逾170点</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 rises more than 170 points to start the week while investors await key Fed summit<blockquote>投资者等待美联储重要峰会，道琼斯指数本周初上涨逾170点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-23 21:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye a key event where the Federal Reserve could hint at prospects for tapering stimulus.</p><p><blockquote>在华尔街经历了动荡的一周后，周一早盘股市走高，投资者关注美联储可能暗示缩减刺激计划前景的关键事件。</blockquote></p><p> The Dow Jones Industrial Average gained 171 points, or nearly 0.5%. The S&amp;P 500 and Nasdaq Composite rose about 0.4% as well.</p><p><blockquote>道琼斯工业平均指数上涨171点，涨幅近0.5%。标普500和纳斯达克综合指数也上涨约0.4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3aef7f594594be1593b1e7cb0194abc9\" tg-width=\"1011\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of vaccine makers are higher in premarket trading with investors' eyes on the FDA, which is expected to give the two-dose Pfizer-BioNTech Covid-19 vaccine full approval Monday.Pfizer&nbsp;is up about 3% and&nbsp;BioNTech&nbsp;jumped 7%.</p><p><blockquote>由于投资者关注FDA，疫苗制造商的股价在盘前交易中走高，预计FDA将于周一全面批准两剂辉瑞-BioNTech Covid-19疫苗。辉瑞上涨约3%，BioNTech上涨7%。</blockquote></p><p> Bitcoin hit a three-month high on Sunday, punching above $50,000 and pulling crypto-adjacent stocks up with it.Coinbase&nbsp;rose 3% higher in early trading, while&nbsp;Microstrategy&nbsp;climbed 4%.</p><p><blockquote>比特币周日触及三个月高点，突破5万美元，并带动加密货币相关股票上涨。比特币基地早盘上涨3%，Microstrategy上涨4%。</blockquote></p><p> Major averages are coming off a losing week as investors grew worried that the Fed's potential move to pull back monetary stimulus could slow down the economic recovery that is already challenged by the spread of the delta Covid-19 variant.</p><p><blockquote>由于投资者越来越担心美联储可能撤回货币刺激措施可能会减缓已经受到delta Covid-19变种传播挑战的经济复苏，主要股指本周下跌。</blockquote></p><p> Traders are eagerly awaiting the Jackson Hole&nbsp;symposium for clues on the Fed’s timeline for dialing back its $120 billion a month bond-buying program. The event takes place virtually on Thursday and Friday. The Fed previously was going to conduct the event in a mixed virtual and live presentation, but decided Friday to go all virtual in light of the rising virus risk.</p><p><blockquote>交易员们急切地等待杰克逊霍尔研讨会，寻找美联储缩减每月1200亿美元债券购买计划时间表的线索。这项活动实际上在周四和周五举行。美联储此前打算以虚拟和现场混合的方式举办此次活动，但鉴于病毒风险不断上升，周五决定全部采用虚拟方式。</blockquote></p><p> Chairman Jerome Powell’s speech will be titled “The Economic Outlook,” which “may suggest the speech could have a more near-term focus,” Nomura economist Aichi Amemiya said in a note.</p><p><blockquote>野村证券经济学家Aichi Amemiya在一份报告中表示，董事长杰罗姆·鲍威尔的演讲将题为“经济展望”，这“可能表明演讲可能有更近期的重点”。</blockquote></p><p> “Given the recent deterioration in incoming data and the pandemic situation, we see some risk Powell focuses on increased uncertainty due to the latest COVID-19 surge,” Amemiya added. “At a minimum, we view recent comments from Fed officials as supporting our view of a December tapering announcement despite a preference on the FOMC for November as of the July meeting.”</p><p><blockquote>Amemiya补充说：“鉴于最近收到的数据和大流行情况的恶化，我们看到鲍威尔关注的一些风险是由于最新的COVID-19激增而增加的不确定性。”“至少，我们认为美联储官员最近的言论支持了我们对12月宣布缩减购债规模的观点，尽管FOMC在7月会议上倾向于11月。”</blockquote></p><p> The blue-chip Dow fell 1.1% last week, while the S&amp;P 500 declined nearly 0.6%, breaking a two-week winning streak. The tech-heavy Nasdaq dipped 0.7% during the week.</p><p><blockquote>蓝筹股道指上周下跌1.1%，标普500下跌近0.6%，打破两周连涨。以科技股为主的纳斯达克本周下跌0.7%。</blockquote></p><p> “We suspect investor conviction is being challenged by the potential for upcoming monetary policy changes, shifting growth vs. value rotations, and a rising trajectory of new coronavirus cases,” Craig Johnson, technical market strategist at Piper Sandler, said in a note.</p><p><blockquote>Piper Sandler技术市场策略师克雷格·约翰逊(Craig Johnson)在一份报告中表示：“我们怀疑投资者的信心正受到即将到来的货币政策变化、增长与价值轮换的转变以及新型冠状病毒病例上升轨迹的挑战。”</blockquote></p><p> For the month of August, major benchmarks are poised to post modest gains. The S&amp;P 500 is up 1.1% month to date, while the blue-chip Dow has gained 0.5% and the Nasdaq has climbed 0.3%.</p><p><blockquote>8月份，主要基准指数有望小幅上涨。标普500本月迄今上涨1.1%，蓝筹股道琼斯指数上涨0.5%，纳斯达克上涨0.3%。</blockquote></p><p> “August is a historically volatile month for markets and this year is no different, with investors currently climbing multiple walls of worries,” said Rod von Lipsey, managing director at UBS Private Wealth Management. “Upticks in Covid-19 cases and a downward spiral in Afghanistan are creating a crisis of confidence, at a time when many investors are on holiday.”</p><p><blockquote>瑞银私人财富管理董事总经理罗德·冯·利普西(Rod von Lipsey)表示：“对于市场来说，八月是历史上动荡的一个月，今年也不例外，投资者目前正在攀登多堵担忧之墙。”“在许多投资者正在度假之际，阿富汗Covid-19病例的增加和螺旋式下降正在造成信心危机。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150831098","content_text":"Stocks were higher in early trading Monday following a volatile week on Wall Street as investors eye a key event where the Federal Reserve could hint at prospects for tapering stimulus.\nThe Dow Jones Industrial Average gained 171 points, or nearly 0.5%. The S&P 500 and Nasdaq Composite rose about 0.4% as well.\n\nShares of vaccine makers are higher in premarket trading with investors' eyes on the FDA, which is expected to give the two-dose Pfizer-BioNTech Covid-19 vaccine full approval Monday.Pfizer is up about 3% and BioNTech jumped 7%.\nBitcoin hit a three-month high on Sunday, punching above $50,000 and pulling crypto-adjacent stocks up with it.Coinbase rose 3% higher in early trading, while Microstrategy climbed 4%.\nMajor averages are coming off a losing week as investors grew worried that the Fed's potential move to pull back monetary stimulus could slow down the economic recovery that is already challenged by the spread of the delta Covid-19 variant.\nTraders are eagerly awaiting the Jackson Hole symposium for clues on the Fed’s timeline for dialing back its $120 billion a month bond-buying program. The event takes place virtually on Thursday and Friday. The Fed previously was going to conduct the event in a mixed virtual and live presentation, but decided Friday to go all virtual in light of the rising virus risk.\nChairman Jerome Powell’s speech will be titled “The Economic Outlook,” which “may suggest the speech could have a more near-term focus,” Nomura economist Aichi Amemiya said in a note.\n“Given the recent deterioration in incoming data and the pandemic situation, we see some risk Powell focuses on increased uncertainty due to the latest COVID-19 surge,” Amemiya added. “At a minimum, we view recent comments from Fed officials as supporting our view of a December tapering announcement despite a preference on the FOMC for November as of the July meeting.”\nThe blue-chip Dow fell 1.1% last week, while the S&P 500 declined nearly 0.6%, breaking a two-week winning streak. The tech-heavy Nasdaq dipped 0.7% during the week.\n“We suspect investor conviction is being challenged by the potential for upcoming monetary policy changes, shifting growth vs. value rotations, and a rising trajectory of new coronavirus cases,” Craig Johnson, technical market strategist at Piper Sandler, said in a note.\nFor the month of August, major benchmarks are poised to post modest gains. The S&P 500 is up 1.1% month to date, while the blue-chip Dow has gained 0.5% and the Nasdaq has climbed 0.3%.\n“August is a historically volatile month for markets and this year is no different, with investors currently climbing multiple walls of worries,” said Rod von Lipsey, managing director at UBS Private Wealth Management. “Upticks in Covid-19 cases and a downward spiral in Afghanistan are creating a crisis of confidence, at a time when many investors are on holiday.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845943322,"gmtCreate":1636271347706,"gmtModify":1636271347947,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/845943322","repostId":"2181074782","repostType":4,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604660737,"gmtCreate":1639387820908,"gmtModify":1639388586265,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604660737","repostId":"1165575464","repostType":2,"repost":{"id":"1165575464","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639387544,"share":"https://www.laohu8.com/m/news/1165575464?lang=zh_CN&edition=full","pubTime":"2021-12-13 17:25","market":"us","language":"en","title":"5 Stocks To Watch For December 13, 2021<blockquote>2021年12月13日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165575464","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Qudian Inc. to repor","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Qudian Inc.</b>&nbsp;to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.</li>  <li><b>SIFCO Industries, Inc.</b>&nbsp;reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.</li>  <li>Analysts are expecting&nbsp;<b>J.Jill, Inc.</b>&nbsp;to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.</li> </ul> <ul>  <li><b>Proto Labs Inc</b>&nbsp;announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Zedge, Inc.</b>&nbsp;to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>趣店公司。</b>开盘前公布季度收益为每股0.34美元，营收为1.1722亿美元。趣店股价周五上涨2.9%，收于1.40美元。</li><li><b>西夫科工业公司。</b>报告称，2021财年第四季度每股净亏损0.43美元，而去年同期每股净利润为0.86美元。其净销售额下降16.3%至2430万美元。SIFCO Industries股价周五下跌0.5%，收于8.76美元。</li><li>分析师预计<b>J.吉尔公司。</b>最近一个季度的收入为1.1722亿美元，每股收益为0.34美元。J.Jill将在收盘后发布财报。Johnson Outdoors股价周五下跌0.8%，收于15.39美元。</li></ul><ul><li><b>原型实验室公司</b>宣布将其股票回购计划增加5000万美元。最近的授权将回购计划提高到1.5亿美元。Proto Labs股价在盘后交易时段上涨0.9%，至50.02美元。</li><li>分析师预计<b>泽奇公司。</b>收盘后公布季度收益为每股0.12美元，营收为526万美元。Zedge股价在盘后交易中下跌0.9%，至9.16美元。</li></ul></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>5 Stocks To Watch For December 13, 2021<blockquote>2021年12月13日值得关注的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 13, 2021<blockquote>2021年12月13日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-13 17:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects&nbsp;<b>Qudian Inc.</b>&nbsp;to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.</li>  <li><b>SIFCO Industries, Inc.</b>&nbsp;reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.</li>  <li>Analysts are expecting&nbsp;<b>J.Jill, Inc.</b>&nbsp;to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.</li> </ul> <ul>  <li><b>Proto Labs Inc</b>&nbsp;announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.</li>  <li>Analysts expect&nbsp;<b>Zedge, Inc.</b>&nbsp;to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>趣店公司。</b>开盘前公布季度收益为每股0.34美元，营收为1.1722亿美元。趣店股价周五上涨2.9%，收于1.40美元。</li><li><b>西夫科工业公司。</b>报告称，2021财年第四季度每股净亏损0.43美元，而去年同期每股净利润为0.86美元。其净销售额下降16.3%至2430万美元。SIFCO Industries股价周五下跌0.5%，收于8.76美元。</li><li>分析师预计<b>J.吉尔公司。</b>最近一个季度的收入为1.1722亿美元，每股收益为0.34美元。J.Jill将在收盘后发布财报。Johnson Outdoors股价周五下跌0.8%，收于15.39美元。</li></ul><ul><li><b>原型实验室公司</b>宣布将其股票回购计划增加5000万美元。最近的授权将回购计划提高到1.5亿美元。Proto Labs股价在盘后交易时段上涨0.9%，至50.02美元。</li><li>分析师预计<b>泽奇公司。</b>收盘后公布季度收益为每股0.12美元，营收为526万美元。Zedge股价在盘后交易中下跌0.9%，至9.16美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PRLB":"Proto Labs Inc","JILL":"J.Jill Inc.","SIF":"SIFCO Industries Inc","ZDGE":"Zedge, Inc. Class B"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165575464","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Qudian Inc. to report quarterly earnings at $0.34 per share on revenue of $117.22 million before the opening bell. Qudian shares rose 2.9% to close at $1.40 on Friday.\nSIFCO Industries, Inc. reported a net loss of $0.43 per share for the fourth quarter of fiscal 2021, versus year-ago net income of $0.86 per share. Its net sales dropped 16.3% to $24.3 million. SIFCO Industries shares fell 0.5% to close at $8.76 on Friday.\nAnalysts are expecting J.Jill, Inc. to have earned $0.34 per share on revenue of $117.22 million for the latest quarter. J.Jill will release earnings after the markets close. Johnson Outdoors shares slipped 0.8% to close at $15.39 on Friday.\n\n\nProto Labs Inc announced a $50 million increase to its stock buyback plan. The recent authorization raises the repurchase program to $150 million. Proto Labs shares gained 0.9% to $50.02 in the after-hours trading session.\nAnalysts expect Zedge, Inc. to post quarterly earnings at $0.12 per share on revenue of $5.26 million after the closing bell. Zedge shares dropped 0.9% to $9.16 in after-hours trading.","news_type":1,"symbols_score_info":{"PRLB":0.9,"SIF":0.9,"ZDGE":0.9,"QD":0.9,"JILL":0.9}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372291141,"gmtCreate":1619218161083,"gmtModify":1631884223319,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Shouldn't the companies help the&nbsp; nation when they are earning? Just like the nation helped the economy during Covid-19.","listText":"Shouldn't the companies help the&nbsp; nation when they are earning? Just like the nation helped the economy during Covid-19.","text":"Shouldn't the companies help the nation when they are earning? Just like the nation helped the economy during Covid-19.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372291141","repostId":"1128911279","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884033750,"gmtCreate":1631838650170,"gmtModify":1631890970279,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884033750","repostId":"1105376345","repostType":4,"repost":{"id":"1105376345","kind":"news","pubTimestamp":1631833833,"share":"https://www.laohu8.com/m/news/1105376345?lang=zh_CN&edition=full","pubTime":"2021-09-17 07:10","market":"us","language":"en","title":"S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105376345","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading afte","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</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>S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</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\">\nS&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-17 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376345","content_text":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.\nAmazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.\n“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.\nEconomically sensitive transports and microchips were among the outperformers.\nData released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.\n“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.\nThe Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.\nEight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.\nThe consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.\nApparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.\nFord Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.\nVolume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":852685971,"gmtCreate":1635262091236,"gmtModify":1635262126774,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852685971","repostId":"2178090244","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824670580,"gmtCreate":1634310975463,"gmtModify":1634311009303,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/824670580","repostId":"2175117376","repostType":4,"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823320504,"gmtCreate":1633586140811,"gmtModify":1633586141019,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823320504","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohu8.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率受到影响。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</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>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</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\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是10只“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能提高价格，从而在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了前瞻性指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股收益总额预计将同比增长约27%，销售额将同比增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力应该成为相对回报的一个更加重要的主题。”</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的10只“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有20%的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为255美元，这意味着周三下午交易的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，他认为这家汽车零部件公司(AAP)的售后市场基本面处于强势地位，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车(BEV)市场的采用。</li></ul>沃格特写道：“尽管产品采购/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>克拉姆写道：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为365美元，这意味着22%的上涨空间。分析师John Sourbeer认为，医疗产品和服务公司(DHR)在生命科学工具和服务领域“处于非常有利的地位”，因为新冠病毒检测应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>Sourbeer写道：“DHR销售引擎能够主动识别潜在定价压力的领域，并[成功地]引导客户购买高价值产品。”</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc.的目标股价为119美元，上涨38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，同时在运营方面表现出色。”</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc.的目标股价为210美元，意味着上涨24%。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求，加上供应增长放缓，将支撑租金增长。</li></ul>戈德史密斯写道：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc.的目标价为500美元，这意味着上涨23%。分析师Jon Windham认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（约80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率受到影响。”</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司185美元的目标价意味着24%的上涨空间。分析师Jay Sole表示，瑞银的调查和定价数据显示，耐克品牌目前在全球关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc.的目标股价为330美元，这意味着20%的上涨潜力。分析师Karl Keirstead表示，这家客户关系管理软件公司似乎正在远远超越之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DHR":"丹纳赫","GNRC":"Generac控股","FDX":"联邦快递","AEE":"阿曼瑞恩","EOG":"依欧格资源","SEDG":"SolarEdge Technologies, Inc.","DLTR":"美元树公司","CRM":"赛富时","AAP":"Advance Auto Parts Inc","CME":"芝加哥商品交易所","NUS":"如新集团","USB":"美国合众银行","EXR":"Extra Space Storage Inc","ENPH":"Enphase Energy","SBAC":"SBA通信","KO":"可口可乐","NKE":"耐克","CHTR":"特许通讯","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"EXR":0.9,"SEDG":0.9,"CME":0.9,"GNRC":0.9,"SBAC":0.9,"AEE":0.9,"NUS":0.9,"USB":0.9,"ENPH":0.9,"EOG":0.9,"AAPL":0.9,"AAP":0.9,"CRM":0.9,"FDX":0.9,"CHTR":0.9,"NKE":0.9,"DHR":0.9,"KO":0.9,"DLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889041126,"gmtCreate":1631096583765,"gmtModify":1631890970337,"author":{"id":"3574190598868333","authorId":"3574190598868333","name":"sinneDteo","avatar":"https://static.tigerbbs.com/120e946e020025a0f2a0ab36032d4712","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574190598868333","authorIdStr":"3574190598868333"},"themes":[],"htmlText":"Good luck everyone","listText":"Good luck everyone","text":"Good luck everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/889041126","repostId":"1175171654","repostType":4,"repost":{"id":"1175171654","kind":"news","pubTimestamp":1631093315,"share":"https://www.laohu8.com/m/news/1175171654?lang=zh_CN&edition=full","pubTime":"2021-09-08 17:28","market":"us","language":"en","title":"5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175171654","media":"Barron's","summary":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than j","content":"<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是一位<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计，或一只股票，小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他为成长型投资者提供了其他选择，以及一只新的主动管理型ETF：未来基金（股票代码：FFND），旨在利用他认为正在改变世界的10个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从1992年开始在伯恩斯坦担任研究分析师，从事投资行业已有大约30年的历史。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>在伯恩斯坦之后，布莱克转向买方，曾在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和全球保险集团等。在Aegon之后短暂休息后，Black进入了主动管理型ETF的领域。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他与《巴伦周刊》坐下来谈论他的新基金、他的投资方法以及他投资的一些股票。以下是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊：</b>我们可能要从特斯拉（TSLA）开始。您如何评估特斯拉股票？</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色：</b>我认为全球[汽车销量]将在大约五年内达到什么水平，以及电动汽车的采用率——到2025年将达到25%。这就是特斯拉最大的投资争议：随着竞争对手进入市场，它能否保持大约25%的电动汽车份额？如果可以的话，到2025年我将获得大约32美元左右的收入。即使我给它打50倍，考虑到预计55%的平均年盈利增长率，这个数字也相当低。我得到1600美元的价格。今天这大约值1100美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是最大的争议？自动驾驶汽车呢？</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要因为电动汽车业务而说特斯拉的估值相当于每股1,000美元。然后又是1000美元，因为机器人出租车。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像Waymo这样的特斯拉机器人出租车不会成为现实？</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你将拥有商业机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉处于领先地位，但竞争对手，尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>，正在提供具有视觉、激光雷达、雷达和高清测绘功能的更昂贵的系统，使他们能够缩小差距。每个人最终都会到达那里——埃隆已经说过了。特斯拉的功能仍然会让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>为什么要启动未来基金ETF？</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的10个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么？</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是：[1]24/7信息和娱乐，[2]社交网络，[3]移动性-随时随地工作-[4]电子商务，[5]金融科技创新，[6]大数据和安全，[7]人们寿命更长，[8]生活方式改善，[9]自动化和[10]可持续发展。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此，我们试图做的是找到那些以大趋势为推动力的公司。第一，我们寻求高增长，20%的收入增长。我们正在寻找无杠杆品牌，即在一个细分市场非常成功的品牌，并将其带入其他细分市场，或者在一个地区取得成功并可以走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二，我们在寻找投资争议。我们正在寻找存在争斗且投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是怎样的？</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去，我说话。我们和很多竞争对手谈过。当我还是分析师的时候，我经常做焦点小组。花2000美元，你可以让10个人在一个房间里，问他们为什么不喜欢Beyond Meat[BYND]和Impossible[Foods]。我们通常可以找到给我研究优势的信息来回答争议。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合？</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们想要一个高度可信的投资组合，这意味着不超过40个名字。排名前10的名字约占投资组合的40%。所以这对我来说是高度的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常严格的买卖纪律。当我们将某样东西放入投资组合时，我们希望它的风险调整后上行空间与下行空间至少为2：1。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉，你还喜欢什么？</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有谷歌[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>]，这正在改变世界。谷歌和特斯拉一样都是大盘股。但我们认为You Tube是24/7的信息和娱乐。YouTube被严重低估了。他们仍在通过[搜索]赚钱。它有15%到20%的良好收入增长。预计市盈率为22倍，对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥烤肉店</a>[CMG]。它符合健康饮食、保持身材的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷油炸玉米饼，第三季度同店销售额将达到15%。这对我们来说是一只很棒的股票。不便宜。但它有很高的成长性。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样？</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的一个有争议的名字是腾讯控股[TCEHY]。它是世界上最大的互联网公司之一。它拥有12亿微信用户。我们认为，中国监管的担忧有些过头了。腾讯控股目前的市盈率约为明年市盈率的25倍。我们认为至少在未来几年内，它的收入可能会增长20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将其看涨期权为气候变化股票。因为气候变化正在发生，所以有很多野火。你有很多不正常的天气模式。在今天的新房子里，人们最常见的特征之一就是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭中的电池存储会扰乱Generac的销售吗？</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac系统起价为2,000美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个？</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子，Snap是每个人都在使用的应用程序之一。ARPU（或每用户平均收入）为每年13美元，比一年前增长约30%。今年活跃用户将增长约20%。你用抖音吗？</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是18至25岁人群想要使用的更好的其他东西。而Tik Tok是Snap的颠覆者。但是我有这个年龄段的孩子，他们三个，他们都用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的[增长]。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢，加里。</blockquote></p><p></p>","source":"lsy1610680873436","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>5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</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\">\n5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-08 17:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是一位<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计，或一只股票，小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他为成长型投资者提供了其他选择，以及一只新的主动管理型ETF：未来基金（股票代码：FFND），旨在利用他认为正在改变世界的10个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从1992年开始在伯恩斯坦担任研究分析师，从事投资行业已有大约30年的历史。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>在伯恩斯坦之后，布莱克转向买方，曾在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和全球保险集团等。在Aegon之后短暂休息后，Black进入了主动管理型ETF的领域。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他与《巴伦周刊》坐下来谈论他的新基金、他的投资方法以及他投资的一些股票。以下是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊：</b>我们可能要从特斯拉（TSLA）开始。您如何评估特斯拉股票？</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色：</b>我认为全球[汽车销量]将在大约五年内达到什么水平，以及电动汽车的采用率——到2025年将达到25%。这就是特斯拉最大的投资争议：随着竞争对手进入市场，它能否保持大约25%的电动汽车份额？如果可以的话，到2025年我将获得大约32美元左右的收入。即使我给它打50倍，考虑到预计55%的平均年盈利增长率，这个数字也相当低。我得到1600美元的价格。今天这大约值1100美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是最大的争议？自动驾驶汽车呢？</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要因为电动汽车业务而说特斯拉的估值相当于每股1,000美元。然后又是1000美元，因为机器人出租车。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像Waymo这样的特斯拉机器人出租车不会成为现实？</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你将拥有商业机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉处于领先地位，但竞争对手，尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>，正在提供具有视觉、激光雷达、雷达和高清测绘功能的更昂贵的系统，使他们能够缩小差距。每个人最终都会到达那里——埃隆已经说过了。特斯拉的功能仍然会让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>为什么要启动未来基金ETF？</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的10个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么？</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是：[1]24/7信息和娱乐，[2]社交网络，[3]移动性-随时随地工作-[4]电子商务，[5]金融科技创新，[6]大数据和安全，[7]人们寿命更长，[8]生活方式改善，[9]自动化和[10]可持续发展。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此，我们试图做的是找到那些以大趋势为推动力的公司。第一，我们寻求高增长，20%的收入增长。我们正在寻找无杠杆品牌，即在一个细分市场非常成功的品牌，并将其带入其他细分市场，或者在一个地区取得成功并可以走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二，我们在寻找投资争议。我们正在寻找存在争斗且投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是怎样的？</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去，我说话。我们和很多竞争对手谈过。当我还是分析师的时候，我经常做焦点小组。花2000美元，你可以让10个人在一个房间里，问他们为什么不喜欢Beyond Meat[BYND]和Impossible[Foods]。我们通常可以找到给我研究优势的信息来回答争议。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合？</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们想要一个高度可信的投资组合，这意味着不超过40个名字。排名前10的名字约占投资组合的40%。所以这对我来说是高度的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常严格的买卖纪律。当我们将某样东西放入投资组合时，我们希望它的风险调整后上行空间与下行空间至少为2：1。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉，你还喜欢什么？</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有谷歌[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>]，这正在改变世界。谷歌和特斯拉一样都是大盘股。但我们认为You Tube是24/7的信息和娱乐。YouTube被严重低估了。他们仍在通过[搜索]赚钱。它有15%到20%的良好收入增长。预计市盈率为22倍，对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥烤肉店</a>[CMG]。它符合健康饮食、保持身材的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷油炸玉米饼，第三季度同店销售额将达到15%。这对我们来说是一只很棒的股票。不便宜。但它有很高的成长性。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样？</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的一个有争议的名字是腾讯控股[TCEHY]。它是世界上最大的互联网公司之一。它拥有12亿微信用户。我们认为，中国监管的担忧有些过头了。腾讯控股目前的市盈率约为明年市盈率的25倍。我们认为至少在未来几年内，它的收入可能会增长20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将其看涨期权为气候变化股票。因为气候变化正在发生，所以有很多野火。你有很多不正常的天气模式。在今天的新房子里，人们最常见的特征之一就是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭中的电池存储会扰乱Generac的销售吗？</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac系统起价为2,000美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个？</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子，Snap是每个人都在使用的应用程序之一。ARPU（或每用户平均收入）为每年13美元，比一年前增长约30%。今年活跃用户将增长约20%。你用抖音吗？</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是18至25岁人群想要使用的更好的其他东西。而Tik Tok是Snap的颠覆者。但是我有这个年龄段的孩子，他们三个，他们都用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的[增长]。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢，加里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST\">Barron's</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":{"TSLA":"特斯拉","GNRC":"Generac控股","SNAP":"Snap Inc","FFND":"One Global ETF","TCEHY":"腾讯控股ADR"},"source_url":"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175171654","content_text":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a one-trick, or one-stock, pony.\nHe has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.\nThat fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.\nAfter Bernstein, Black moved to the buy-side with stints at Goldman Sachs Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.\nHe sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.\nBarron’s: We probably have to start with Tesla (TSLA). How do you value Tesla stock?\nBlack: I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.\nMarket share is the big controversy? What about self-driving cars?\nStop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.\nTesla robotaxis like Waymo won’t be a thing?\nI think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.\nTesla has a head start, but competitors, especially those from China, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.\nWhy did you start the Future Fund ETF?\nSecular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.\nWhat are they?\nThey are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.\nAnd so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.\nNo. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.\nWhat’s your research process like?\nWe go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.\nAnd how do you build your portfolio?\nWe want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.\nWe think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.\nWhat else do you like, besides Tesla?\nWe have Google [parent Alphabet ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.\nAnother name we have is Chipotle Mexican Grill [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.\nHow about a couple more?\nOne of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.\nGenerac [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.\nCan Generac sales be disrupted by battery storage in homes?\nBattery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.\nOne more?\nSnap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?\nNo.\nThe biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.\nThe monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].\nThanks, Gary.","news_type":1,"symbols_score_info":{"TCEHY":0.9,"SNAP":0.9,"TSLA":0.9,"FFND":0.9,"GNRC":0.9}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}