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RJSG
2021-02-02
[害羞]
GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>
RJSG
2021-02-10
😀[财迷]
Cisco faces uncertainties as many continue to work from home<blockquote>由于许多人继续在家工作，思科面临不确定性</blockquote>
RJSG
2021-02-05
[惊讶]
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RJSG
2021-02-02
zzz
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RJSG
2021-10-25
$XIAOMI-W(01810)$
gg
RJSG
2021-10-24
$ARK Innovation ETF(ARKK)$
a
RJSG
2021-10-23
$ARK Next Generation Internet ETF(ARKW)$
gg
RJSG
2021-10-13
$XIAOMI-W(01810)$
z
RJSG
2021-10-11
$Palantir Technologies Inc.(PLTR)$
gg
RJSG
2021-02-08
[无语]
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Inc.(PLTR)$</a>gg","text":"$Palantir Technologies Inc.(PLTR)$gg","images":[{"img":"https://static.tigerbbs.com/e557fd67a297d5517f21dd247ef1a61c","width":"1125","height":"3101"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828637410","isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":381656299,"gmtCreate":1612965226911,"gmtModify":1703767561548,"author":{"id":"3574945960342891","authorId":"3574945960342891","name":"RJSG","avatar":"https://static.tigerbbs.com/9ea12fcda4cd099b126362069fa83d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574945960342891","authorIdStr":"3574945960342891"},"themes":[],"htmlText":"😀[财迷] ","listText":"😀[财迷] ","text":"😀[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381656299","repostId":"1138874560","repostType":4,"repost":{"id":"1138874560","kind":"news","pubTimestamp":1612949008,"share":"https://www.laohu8.com/m/news/1138874560?lang=zh_CN&edition=full","pubTime":"2021-02-10 17:23","market":"us","language":"en","title":"Cisco faces uncertainties as many continue to work from home<blockquote>由于许多人继续在家工作，思科面临不确定性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138874560","media":"MarketWatch","summary":"Remote work causing delays in corporate-network upgrades\nNetworking giant Cisco Systems Inc. is look","content":"<p>Remote work causing delays in corporate-network upgrades</p><p><blockquote>远程工作导致企业网络升级延迟</blockquote></p><p> Networking giant Cisco Systems Inc. is looking for slight revenue growth next quarter, which would be its first such advance since November 2019, but some of its core equipment businesses are still hurting from the pandemic.</p><p><blockquote>网络巨头思科系统公司(Cisco Systems Inc.)预计下季度收入将小幅增长，这将是其自2019年11月以来的首次此类增长，但其一些核心设备业务仍受到疫情的影响。</blockquote></p><p> On Tuesday, Cisco reported slightly better-than-expected fiscal second-quarter earnings,as it sees “gradual improvement” in order growth in its commercial, public sector and service-provider businesses, which make up nearly three-quarters of its product orders. But it also said that the corporate-enterprise business remained soft, due to long sales cycles and pauses in spending by companies during the pandemic.</p><p><blockquote>周二，思科公布的第二财季收益略好于预期，因为其商业、公共部门和服务提供商业务的订单增长“逐步改善”，这些业务占其产品订单的近四分之三。但它也表示，由于销售周期长以及疫情期间企业支出暂停，企业对企业业务仍然疲软。</blockquote></p><p> Among the areas most impacted by the pandemic, total product revenue was $8.6 billion, down 1%, and networking infrastructure platforms was down 3%.</p><p><blockquote>在受疫情影响最严重的领域中，产品总收入为86亿美元，下降1%，网络基础设施平台下降3%。</blockquote></p><p> The company’s WebEx video-conferencing business again showed double-digit revenue growth, as companies continue to use it for group video meetings while employees are working from home.</p><p><blockquote>该公司的WebEx视频会议业务再次显示出两位数的收入增长，因为公司继续在员工在家工作时使用它进行小组视频会议。</blockquote></p><p> While remote work is a boon to Cisco’s video-conference software, it is causing delays in some network upgrade projects at corporate campuses. Cisco CEO Chuck Robbins said that employees eventually returning to the office will help its infrastructure sales, such as its switching and routing products, and its software-based networking service, called CAT 9000.</p><p><blockquote>虽然远程工作对思科的视频会议软件来说是一个福音，但它也导致了企业园区一些网络升级项目的延迟。思科首席执行官查克·罗宾斯表示，最终返回办公室的员工将有助于其基础设施销售，例如交换和路由产品，以及基于软件的网络服务CAT 9000。</blockquote></p><p> “I really believe it’s going to be hybrid, where people are going to work from home and everybody is sort of landing here, where they’re going to work from home three days a week and work from the office two days a week and vice versa,” Robbins said. “The question is what accommodations does that lead to for customers, based on employees’ concern over space issues, concern over future pandemics or other concerns. That’s what we just don’t know yet.”</p><p><blockquote>“我真的相信这将是混合的，人们将在家工作，每个人都在这里着陆，他们将每周在家工作三天，每周在办公室工作两天，反之亦然，”罗宾斯说。“问题是，基于员工对空间问题的担忧、对未来流行病的担忧或其他担忧，这会给客户带来什么样的住宿。这就是我们还不知道的。”</blockquote></p><p> He added that some customers are now also starting to upgrade to the next generation of WiFi, called WiFi 6.</p><p><blockquote>他补充说，一些客户现在也开始升级到下一代WiFi，称为WiFi 6。</blockquote></p><p> The future of a hybrid workplace is also likely fueling that demand for WiFi 6, Robbins said. Many workers will still be video-conferencing into meetings taking place in the office, putting even more demands on corporate networks.</p><p><blockquote>罗宾斯说，混合工作场所的未来也可能会推动对WiFi 6的需求。许多员工仍将通过视频会议参加在办公室举行的会议，这对企业网络提出了更多要求。</blockquote></p><p> Cisco said that it expects revenue in the fiscal third quarter to grow 3.5% to 5.5% year-over-year. The company’s guidance includes the fact that the third quarter will have an extra week, noted Cisco’s new Chief Financial Officer Scott Herren, who took over the job from Kelly Kramer.</p><p><blockquote>思科表示，预计第三财季营收同比增长3.5%至5.5%。接替凯利·克莱默(Kelly Kramer)的思科新任首席财务官斯科特·赫伦(Scott Herren)指出，该公司的指导包括第三季度将有额外的一周时间。</blockquote></p><p> Investors were clearly hoping for more from Cisco, as they drove its shares down as the call progressed, with its stock off nearly 5% in after-hours trading. It appears that big network build-outs or upgrades are likely to continue to happen slowly, on an as-needed basis, as long as most of corporate America is still working from home.</p><p><blockquote>投资者显然希望从思科获得更多，因为随着看涨期权的发展，他们压低了思科的股价，其股价在盘后交易中下跌了近5%。只要大多数美国企业仍然在家工作，大型网络扩建或升级似乎可能会根据需要继续缓慢进行。</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>Cisco faces uncertainties as many continue to work from home<blockquote>由于许多人继续在家工作，思科面临不确定性</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\">\nCisco faces uncertainties as many continue to work from home<blockquote>由于许多人继续在家工作，思科面临不确定性</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-10 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Remote work causing delays in corporate-network upgrades</p><p><blockquote>远程工作导致企业网络升级延迟</blockquote></p><p> Networking giant Cisco Systems Inc. is looking for slight revenue growth next quarter, which would be its first such advance since November 2019, but some of its core equipment businesses are still hurting from the pandemic.</p><p><blockquote>网络巨头思科系统公司(Cisco Systems Inc.)预计下季度收入将小幅增长，这将是其自2019年11月以来的首次此类增长，但其一些核心设备业务仍受到疫情的影响。</blockquote></p><p> On Tuesday, Cisco reported slightly better-than-expected fiscal second-quarter earnings,as it sees “gradual improvement” in order growth in its commercial, public sector and service-provider businesses, which make up nearly three-quarters of its product orders. But it also said that the corporate-enterprise business remained soft, due to long sales cycles and pauses in spending by companies during the pandemic.</p><p><blockquote>周二，思科公布的第二财季收益略好于预期，因为其商业、公共部门和服务提供商业务的订单增长“逐步改善”，这些业务占其产品订单的近四分之三。但它也表示，由于销售周期长以及疫情期间企业支出暂停，企业对企业业务仍然疲软。</blockquote></p><p> Among the areas most impacted by the pandemic, total product revenue was $8.6 billion, down 1%, and networking infrastructure platforms was down 3%.</p><p><blockquote>在受疫情影响最严重的领域中，产品总收入为86亿美元，下降1%，网络基础设施平台下降3%。</blockquote></p><p> The company’s WebEx video-conferencing business again showed double-digit revenue growth, as companies continue to use it for group video meetings while employees are working from home.</p><p><blockquote>该公司的WebEx视频会议业务再次显示出两位数的收入增长，因为公司继续在员工在家工作时使用它进行小组视频会议。</blockquote></p><p> While remote work is a boon to Cisco’s video-conference software, it is causing delays in some network upgrade projects at corporate campuses. Cisco CEO Chuck Robbins said that employees eventually returning to the office will help its infrastructure sales, such as its switching and routing products, and its software-based networking service, called CAT 9000.</p><p><blockquote>虽然远程工作对思科的视频会议软件来说是一个福音，但它也导致了企业园区一些网络升级项目的延迟。思科首席执行官查克·罗宾斯表示，最终返回办公室的员工将有助于其基础设施销售，例如交换和路由产品，以及基于软件的网络服务CAT 9000。</blockquote></p><p> “I really believe it’s going to be hybrid, where people are going to work from home and everybody is sort of landing here, where they’re going to work from home three days a week and work from the office two days a week and vice versa,” Robbins said. “The question is what accommodations does that lead to for customers, based on employees’ concern over space issues, concern over future pandemics or other concerns. That’s what we just don’t know yet.”</p><p><blockquote>“我真的相信这将是混合的，人们将在家工作，每个人都在这里着陆，他们将每周在家工作三天，每周在办公室工作两天，反之亦然，”罗宾斯说。“问题是，基于员工对空间问题的担忧、对未来流行病的担忧或其他担忧，这会给客户带来什么样的住宿。这就是我们还不知道的。”</blockquote></p><p> He added that some customers are now also starting to upgrade to the next generation of WiFi, called WiFi 6.</p><p><blockquote>他补充说，一些客户现在也开始升级到下一代WiFi，称为WiFi 6。</blockquote></p><p> The future of a hybrid workplace is also likely fueling that demand for WiFi 6, Robbins said. Many workers will still be video-conferencing into meetings taking place in the office, putting even more demands on corporate networks.</p><p><blockquote>罗宾斯说，混合工作场所的未来也可能会推动对WiFi 6的需求。许多员工仍将通过视频会议参加在办公室举行的会议，这对企业网络提出了更多要求。</blockquote></p><p> Cisco said that it expects revenue in the fiscal third quarter to grow 3.5% to 5.5% year-over-year. The company’s guidance includes the fact that the third quarter will have an extra week, noted Cisco’s new Chief Financial Officer Scott Herren, who took over the job from Kelly Kramer.</p><p><blockquote>思科表示，预计第三财季营收同比增长3.5%至5.5%。接替凯利·克莱默(Kelly Kramer)的思科新任首席财务官斯科特·赫伦(Scott Herren)指出，该公司的指导包括第三季度将有额外的一周时间。</blockquote></p><p> Investors were clearly hoping for more from Cisco, as they drove its shares down as the call progressed, with its stock off nearly 5% in after-hours trading. It appears that big network build-outs or upgrades are likely to continue to happen slowly, on an as-needed basis, as long as most of corporate America is still working from home.</p><p><blockquote>投资者显然希望从思科获得更多，因为随着看涨期权的发展，他们压低了思科的股价，其股价在盘后交易中下跌了近5%。只要大多数美国企业仍然在家工作，大型网络扩建或升级似乎可能会根据需要继续缓慢进行。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/cisco-faces-uncertainties-as-many-continue-to-work-from-home-11612919510?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":{"CSCO":"思科"},"source_url":"https://www.marketwatch.com/story/cisco-faces-uncertainties-as-many-continue-to-work-from-home-11612919510?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1138874560","content_text":"Remote work causing delays in corporate-network upgrades\nNetworking giant Cisco Systems Inc. is looking for slight revenue growth next quarter, which would be its first such advance since November 2019, but some of its core equipment businesses are still hurting from the pandemic.\nOn Tuesday, Cisco reported slightly better-than-expected fiscal second-quarter earnings,as it sees “gradual improvement” in order growth in its commercial, public sector and service-provider businesses, which make up nearly three-quarters of its product orders. But it also said that the corporate-enterprise business remained soft, due to long sales cycles and pauses in spending by companies during the pandemic.\nAmong the areas most impacted by the pandemic, total product revenue was $8.6 billion, down 1%, and networking infrastructure platforms was down 3%.\nThe company’s WebEx video-conferencing business again showed double-digit revenue growth, as companies continue to use it for group video meetings while employees are working from home.\nWhile remote work is a boon to Cisco’s video-conference software, it is causing delays in some network upgrade projects at corporate campuses. Cisco CEO Chuck Robbins said that employees eventually returning to the office will help its infrastructure sales, such as its switching and routing products, and its software-based networking service, called CAT 9000.\n“I really believe it’s going to be hybrid, where people are going to work from home and everybody is sort of landing here, where they’re going to work from home three days a week and work from the office two days a week and vice versa,” Robbins said. “The question is what accommodations does that lead to for customers, based on employees’ concern over space issues, concern over future pandemics or other concerns. That’s what we just don’t know yet.”\nHe added that some customers are now also starting to upgrade to the next generation of WiFi, called WiFi 6.\nThe future of a hybrid workplace is also likely fueling that demand for WiFi 6, Robbins said. Many workers will still be video-conferencing into meetings taking place in the office, putting even more demands on corporate networks.\nCisco said that it expects revenue in the fiscal third quarter to grow 3.5% to 5.5% year-over-year. The company’s guidance includes the fact that the third quarter will have an extra week, noted Cisco’s new Chief Financial Officer Scott Herren, who took over the job from Kelly Kramer.\nInvestors were clearly hoping for more from Cisco, as they drove its shares down as the call progressed, with its stock off nearly 5% in after-hours trading. 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firm.</p><p><blockquote>据该公司知情人士透露，对冲基金梅尔文资本管理公司(Melvin Capital Management)在最近被严重做空股票的股价飙升中首当其冲地遭受了损失，该公司1月份损失了53%。</blockquote></p><p> Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.</p><p><blockquote>Melvin由对冲基金巨头Steven A.Cohen的前明星投资组合经理Gabe Plotkin创立。今年年初，它的收入约为125亿美元，现在已超过80亿美元。目前的数字包括Citadel LLC、其合作伙伴和科恩先生的Point72资产管理公司上周一注入对冲基金的27.5亿美元应急资金。</blockquote></p><p> As part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.</p><p><blockquote>作为交易的一部分，他们获得了梅尔文三年的非控制性收入份额。到目前为止，Citadel、其合作伙伴和Point72已经在这笔交易中亏损，尽管周日尚不清楚具体亏损范围。</blockquote></p><p> Melvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.</p><p><blockquote>一位客户表示，梅尔文已经大幅降低了其投资组合的风险。熟悉该对冲基金的人士表示，其杠杆率（其资产价值与来自投资者的资本之比）是自梅尔文2014年成立以来的最低水平。他们还表示，该公司的头寸流动性，即轻松退出投资组合中证券的能力，已显着增加。</blockquote></p><p> New and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.</p><p><blockquote>据知情人士透露，新老客户已于2月1日签约向Melvin投资。目前还不清楚他们会增加多少。</blockquote></p><p> Melvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.</p><p><blockquote>近年来，Melvin已成为华尔街顶级对冲基金之一，但最近几周，游戏驿站公司的空头头寸对该公司造成了损害。损失不仅限于游戏驿站，在一月份的市场动荡期间，其整个投资组合都出现了下跌。梅尔文在上一季度的监管文件中公开披露持有看跌期权（通常随着股市下跌而获利的看跌合约）的头寸飙升，而其持有的公司头寸则遭到抛售。</blockquote></p><p> Bed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.</p><p><blockquote>Bed Bath&Beyond Inc.、纽约上市的中文家教公司跟谁学公司和National Beverage Corp.上周分别较周内高点上涨78.4%、62%和99%。与此同时，Booking Holdings Inc.和Expedia Group Inc.分别下跌9.9%和13.4%，跌至周内低点。</blockquote></p><p> Traders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.</p><p><blockquote>交易员表示，随着游戏驿站继续飙升——从30美元飙升至75美元甚至更高——出现了传染效应。经理们对空头头寸的价值将停止上涨失去了信心，并回补了大量做空的股票，担心社交媒体推动的投资者会专注于他们做空的公司。他们还开始减持公司股份，以降低投资组合的风险，从而伤害了这些公司的其他投资者。仅上周，游戏驿站股价就飙升了四倍多。</blockquote></p><p> \"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.</p><p><blockquote>摩根士丹利上周给其交易客户的一份报告中写道：“业绩痛苦……已经打破了记录。”</blockquote></p><p> Indeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.</p><p><blockquote>事实上，根据摩根士丹利和高盛的客户报告，对冲基金上周通过回补空头和抛售对公司的押注来撤回美国股市敞口的程度几乎每天都创下了各种记录。高盛集团周三表示，这种所谓的去毛导致基金杠杆使用出现有记录以来的最大单日降幅。</blockquote></p><p> Maplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.</p><p><blockquote>Maplelane Capital是另一家本月遭受重大损失的对冲基金，一位知情人士表示，截至1月份，该基金的损失约为45%。今年年初，它管理着约35亿美元。</blockquote></p><p> The frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.</p><p><blockquote>狂热的交易使游戏驿站、AMC院线控股公司和黑莓有限公司跻身美国市场交易量最大的股票行列，并引起了白宫和监管机构的注意，也打击了著名对冲基金Point72和D1 Capital Partners。</blockquote></p><p> D1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.</p><p><blockquote>据该基金知情人士透露，D1本月末下跌约20%，做空AMC和游戏驿站。其中一位知情人士表示，D1已于周三上午退出这两个头寸，但这些只是造成损失的小因素。一个更重要的因素是旅游相关公司的股价下跌。</blockquote></p><p> Some fund managers say the episode is likely to change how the industry works.</p><p><blockquote>一些基金经理表示，这一事件可能会改变该行业的运作方式。</blockquote></p><p> Fewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.</p><p><blockquote>他们表示，可能通过披露看跌期权来凸显其看跌头寸的对冲基金越来越少。相反，基金可能会利用美国证券交易委员会的规则对这些头寸保密，这是激进投资者长期以来用来悄悄建立公司头寸的工具。更多的基金也可能制定规则，避免交易清淡、严重做空的股票。</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>GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</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\">\nGameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-02-01 14:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.</p><p><blockquote>据该公司知情人士透露，对冲基金梅尔文资本管理公司(Melvin Capital Management)在最近被严重做空股票的股价飙升中首当其冲地遭受了损失，该公司1月份损失了53%。</blockquote></p><p> Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.</p><p><blockquote>Melvin由对冲基金巨头Steven A.Cohen的前明星投资组合经理Gabe Plotkin创立。今年年初，它的收入约为125亿美元，现在已超过80亿美元。目前的数字包括Citadel LLC、其合作伙伴和科恩先生的Point72资产管理公司上周一注入对冲基金的27.5亿美元应急资金。</blockquote></p><p> As part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.</p><p><blockquote>作为交易的一部分，他们获得了梅尔文三年的非控制性收入份额。到目前为止，Citadel、其合作伙伴和Point72已经在这笔交易中亏损，尽管周日尚不清楚具体亏损范围。</blockquote></p><p> Melvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.</p><p><blockquote>一位客户表示，梅尔文已经大幅降低了其投资组合的风险。熟悉该对冲基金的人士表示，其杠杆率（其资产价值与来自投资者的资本之比）是自梅尔文2014年成立以来的最低水平。他们还表示，该公司的头寸流动性，即轻松退出投资组合中证券的能力，已显着增加。</blockquote></p><p> New and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.</p><p><blockquote>据知情人士透露，新老客户已于2月1日签约向Melvin投资。目前还不清楚他们会增加多少。</blockquote></p><p> Melvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.</p><p><blockquote>近年来，Melvin已成为华尔街顶级对冲基金之一，但最近几周，游戏驿站公司的空头头寸对该公司造成了损害。损失不仅限于游戏驿站，在一月份的市场动荡期间，其整个投资组合都出现了下跌。梅尔文在上一季度的监管文件中公开披露持有看跌期权（通常随着股市下跌而获利的看跌合约）的头寸飙升，而其持有的公司头寸则遭到抛售。</blockquote></p><p> Bed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.</p><p><blockquote>Bed Bath&Beyond Inc.、纽约上市的中文家教公司跟谁学公司和National Beverage Corp.上周分别较周内高点上涨78.4%、62%和99%。与此同时，Booking Holdings Inc.和Expedia Group Inc.分别下跌9.9%和13.4%，跌至周内低点。</blockquote></p><p> Traders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.</p><p><blockquote>交易员表示，随着游戏驿站继续飙升——从30美元飙升至75美元甚至更高——出现了传染效应。经理们对空头头寸的价值将停止上涨失去了信心，并回补了大量做空的股票，担心社交媒体推动的投资者会专注于他们做空的公司。他们还开始减持公司股份，以降低投资组合的风险，从而伤害了这些公司的其他投资者。仅上周，游戏驿站股价就飙升了四倍多。</blockquote></p><p> \"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.</p><p><blockquote>摩根士丹利上周给其交易客户的一份报告中写道：“业绩痛苦……已经打破了记录。”</blockquote></p><p> Indeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.</p><p><blockquote>事实上，根据摩根士丹利和高盛的客户报告，对冲基金上周通过回补空头和抛售对公司的押注来撤回美国股市敞口的程度几乎每天都创下了各种记录。高盛集团周三表示，这种所谓的去毛导致基金杠杆使用出现有记录以来的最大单日降幅。</blockquote></p><p> Maplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.</p><p><blockquote>Maplelane Capital是另一家本月遭受重大损失的对冲基金，一位知情人士表示，截至1月份，该基金的损失约为45%。今年年初，它管理着约35亿美元。</blockquote></p><p> The frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.</p><p><blockquote>狂热的交易使游戏驿站、AMC院线控股公司和黑莓有限公司跻身美国市场交易量最大的股票行列，并引起了白宫和监管机构的注意，也打击了著名对冲基金Point72和D1 Capital Partners。</blockquote></p><p> D1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.</p><p><blockquote>据该基金知情人士透露，D1本月末下跌约20%，做空AMC和游戏驿站。其中一位知情人士表示，D1已于周三上午退出这两个头寸，但这些只是造成损失的小因素。一个更重要的因素是旅游相关公司的股价下跌。</blockquote></p><p> Some fund managers say the episode is likely to change how the industry works.</p><p><blockquote>一些基金经理表示，这一事件可能会改变该行业的运作方式。</blockquote></p><p> Fewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.</p><p><blockquote>他们表示，可能通过披露看跌期权来凸显其看跌头寸的对冲基金越来越少。相反，基金可能会利用美国证券交易委员会的规则对这些头寸保密，这是激进投资者长期以来用来悄悄建立公司头寸的工具。更多的基金也可能制定规则，避免交易清淡、严重做空的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/gamestop-short-melvin-capital-lost-53-in-january-2021-01-31?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":{},"source_url":"https://www.marketwatch.com/story/gamestop-short-melvin-capital-lost-53-in-january-2021-01-31?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127084130","content_text":"Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.\nMelvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.\nAs part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.\nMelvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.\nNew and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.\nMelvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.\nBed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.\nTraders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.\n\"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.\nIndeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.\nMaplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.\nThe frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.\nD1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.\nSome fund managers say the episode is likely to change how the industry works.\nFewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":315122527,"gmtCreate":1612224239469,"gmtModify":1703758964730,"author":{"id":"3574945960342891","authorId":"3574945960342891","name":"RJSG","avatar":"https://static.tigerbbs.com/9ea12fcda4cd099b126362069fa83d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574945960342891","idStr":"3574945960342891"},"themes":[],"htmlText":"[害羞] ","listText":"[害羞] ","text":"[害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315122527","repostId":"1127084130","repostType":4,"repost":{"id":"1127084130","kind":"news","pubTimestamp":1612160908,"share":"https://www.laohu8.com/m/news/1127084130?lang=zh_CN&edition=full","pubTime":"2021-02-01 14:28","market":"us","language":"en","title":"GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127084130","media":"marketwatch","summary":"Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock ","content":"<p>Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.</p><p><blockquote>据该公司知情人士透露，对冲基金梅尔文资本管理公司(Melvin Capital Management)在最近被严重做空股票的股价飙升中首当其冲地遭受了损失，该公司1月份损失了53%。</blockquote></p><p> Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.</p><p><blockquote>Melvin由对冲基金巨头Steven A.Cohen的前明星投资组合经理Gabe Plotkin创立。今年年初，它的收入约为125亿美元，现在已超过80亿美元。目前的数字包括Citadel LLC、其合作伙伴和科恩先生的Point72资产管理公司上周一注入对冲基金的27.5亿美元应急资金。</blockquote></p><p> As part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.</p><p><blockquote>作为交易的一部分，他们获得了梅尔文三年的非控制性收入份额。到目前为止，Citadel、其合作伙伴和Point72已经在这笔交易中亏损，尽管周日尚不清楚具体亏损范围。</blockquote></p><p> Melvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.</p><p><blockquote>一位客户表示，梅尔文已经大幅降低了其投资组合的风险。熟悉该对冲基金的人士表示，其杠杆率（其资产价值与来自投资者的资本之比）是自梅尔文2014年成立以来的最低水平。他们还表示，该公司的头寸流动性，即轻松退出投资组合中证券的能力，已显着增加。</blockquote></p><p> New and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.</p><p><blockquote>据知情人士透露，新老客户已于2月1日签约向Melvin投资。目前还不清楚他们会增加多少。</blockquote></p><p> Melvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.</p><p><blockquote>近年来，Melvin已成为华尔街顶级对冲基金之一，但最近几周，游戏驿站公司的空头头寸对该公司造成了损害。损失不仅限于游戏驿站，在一月份的市场动荡期间，其整个投资组合都出现了下跌。梅尔文在上一季度的监管文件中公开披露持有看跌期权（通常随着股市下跌而获利的看跌合约）的头寸飙升，而其持有的公司头寸则遭到抛售。</blockquote></p><p> Bed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.</p><p><blockquote>Bed Bath&Beyond Inc.、纽约上市的中文家教公司跟谁学公司和National Beverage Corp.上周分别较周内高点上涨78.4%、62%和99%。与此同时，Booking Holdings Inc.和Expedia Group Inc.分别下跌9.9%和13.4%，跌至周内低点。</blockquote></p><p> Traders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.</p><p><blockquote>交易员表示，随着游戏驿站继续飙升——从30美元飙升至75美元甚至更高——出现了传染效应。经理们对空头头寸的价值将停止上涨失去了信心，并回补了大量做空的股票，担心社交媒体推动的投资者会专注于他们做空的公司。他们还开始减持公司股份，以降低投资组合的风险，从而伤害了这些公司的其他投资者。仅上周，游戏驿站股价就飙升了四倍多。</blockquote></p><p> \"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.</p><p><blockquote>摩根士丹利上周给其交易客户的一份报告中写道：“业绩痛苦……已经打破了记录。”</blockquote></p><p> Indeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.</p><p><blockquote>事实上，根据摩根士丹利和高盛的客户报告，对冲基金上周通过回补空头和抛售对公司的押注来撤回美国股市敞口的程度几乎每天都创下了各种记录。高盛集团周三表示，这种所谓的去毛导致基金杠杆使用出现有记录以来的最大单日降幅。</blockquote></p><p> Maplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.</p><p><blockquote>Maplelane Capital是另一家本月遭受重大损失的对冲基金，一位知情人士表示，截至1月份，该基金的损失约为45%。今年年初，它管理着约35亿美元。</blockquote></p><p> The frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.</p><p><blockquote>狂热的交易使游戏驿站、AMC院线控股公司和黑莓有限公司跻身美国市场交易量最大的股票行列，并引起了白宫和监管机构的注意，也打击了著名对冲基金Point72和D1 Capital Partners。</blockquote></p><p> D1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.</p><p><blockquote>据该基金知情人士透露，D1本月末下跌约20%，做空AMC和游戏驿站。其中一位知情人士表示，D1已于周三上午退出这两个头寸，但这些只是造成损失的小因素。一个更重要的因素是旅游相关公司的股价下跌。</blockquote></p><p> Some fund managers say the episode is likely to change how the industry works.</p><p><blockquote>一些基金经理表示，这一事件可能会改变该行业的运作方式。</blockquote></p><p> Fewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.</p><p><blockquote>他们表示，可能通过披露看跌期权来凸显其看跌头寸的对冲基金越来越少。相反，基金可能会利用美国证券交易委员会的规则对这些头寸保密，这是激进投资者长期以来用来悄悄建立公司头寸的工具。更多的基金也可能制定规则，避免交易清淡、严重做空的股票。</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>GameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</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\">\nGameStop short Melvin Capital lost 53% in January<blockquote>游戏驿站空头Melvin Capital 1月份下跌53%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">marketwatch</strong><span class=\"h-time small\">2021-02-01 14:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.</p><p><blockquote>据该公司知情人士透露，对冲基金梅尔文资本管理公司(Melvin Capital Management)在最近被严重做空股票的股价飙升中首当其冲地遭受了损失，该公司1月份损失了53%。</blockquote></p><p> Melvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.</p><p><blockquote>Melvin由对冲基金巨头Steven A.Cohen的前明星投资组合经理Gabe Plotkin创立。今年年初，它的收入约为125亿美元，现在已超过80亿美元。目前的数字包括Citadel LLC、其合作伙伴和科恩先生的Point72资产管理公司上周一注入对冲基金的27.5亿美元应急资金。</blockquote></p><p> As part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.</p><p><blockquote>作为交易的一部分，他们获得了梅尔文三年的非控制性收入份额。到目前为止，Citadel、其合作伙伴和Point72已经在这笔交易中亏损，尽管周日尚不清楚具体亏损范围。</blockquote></p><p> Melvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.</p><p><blockquote>一位客户表示，梅尔文已经大幅降低了其投资组合的风险。熟悉该对冲基金的人士表示，其杠杆率（其资产价值与来自投资者的资本之比）是自梅尔文2014年成立以来的最低水平。他们还表示，该公司的头寸流动性，即轻松退出投资组合中证券的能力，已显着增加。</blockquote></p><p> New and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.</p><p><blockquote>据知情人士透露，新老客户已于2月1日签约向Melvin投资。目前还不清楚他们会增加多少。</blockquote></p><p> Melvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.</p><p><blockquote>近年来，Melvin已成为华尔街顶级对冲基金之一，但最近几周，游戏驿站公司的空头头寸对该公司造成了损害。损失不仅限于游戏驿站，在一月份的市场动荡期间，其整个投资组合都出现了下跌。梅尔文在上一季度的监管文件中公开披露持有看跌期权（通常随着股市下跌而获利的看跌合约）的头寸飙升，而其持有的公司头寸则遭到抛售。</blockquote></p><p> Bed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.</p><p><blockquote>Bed Bath&Beyond Inc.、纽约上市的中文家教公司跟谁学公司和National Beverage Corp.上周分别较周内高点上涨78.4%、62%和99%。与此同时，Booking Holdings Inc.和Expedia Group Inc.分别下跌9.9%和13.4%，跌至周内低点。</blockquote></p><p> Traders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.</p><p><blockquote>交易员表示，随着游戏驿站继续飙升——从30美元飙升至75美元甚至更高——出现了传染效应。经理们对空头头寸的价值将停止上涨失去了信心，并回补了大量做空的股票，担心社交媒体推动的投资者会专注于他们做空的公司。他们还开始减持公司股份，以降低投资组合的风险，从而伤害了这些公司的其他投资者。仅上周，游戏驿站股价就飙升了四倍多。</blockquote></p><p> \"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.</p><p><blockquote>摩根士丹利上周给其交易客户的一份报告中写道：“业绩痛苦……已经打破了记录。”</blockquote></p><p> Indeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.</p><p><blockquote>事实上，根据摩根士丹利和高盛的客户报告，对冲基金上周通过回补空头和抛售对公司的押注来撤回美国股市敞口的程度几乎每天都创下了各种记录。高盛集团周三表示，这种所谓的去毛导致基金杠杆使用出现有记录以来的最大单日降幅。</blockquote></p><p> Maplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.</p><p><blockquote>Maplelane Capital是另一家本月遭受重大损失的对冲基金，一位知情人士表示，截至1月份，该基金的损失约为45%。今年年初，它管理着约35亿美元。</blockquote></p><p> The frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.</p><p><blockquote>狂热的交易使游戏驿站、AMC院线控股公司和黑莓有限公司跻身美国市场交易量最大的股票行列，并引起了白宫和监管机构的注意，也打击了著名对冲基金Point72和D1 Capital Partners。</blockquote></p><p> D1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.</p><p><blockquote>据该基金知情人士透露，D1本月末下跌约20%，做空AMC和游戏驿站。其中一位知情人士表示，D1已于周三上午退出这两个头寸，但这些只是造成损失的小因素。一个更重要的因素是旅游相关公司的股价下跌。</blockquote></p><p> Some fund managers say the episode is likely to change how the industry works.</p><p><blockquote>一些基金经理表示，这一事件可能会改变该行业的运作方式。</blockquote></p><p> Fewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.</p><p><blockquote>他们表示，可能通过披露看跌期权来凸显其看跌头寸的对冲基金越来越少。相反，基金可能会利用美国证券交易委员会的规则对这些头寸保密，这是激进投资者长期以来用来悄悄建立公司头寸的工具。更多的基金也可能制定规则，避免交易清淡、严重做空的股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/gamestop-short-melvin-capital-lost-53-in-january-2021-01-31?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":{},"source_url":"https://www.marketwatch.com/story/gamestop-short-melvin-capital-lost-53-in-january-2021-01-31?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127084130","content_text":"Melvin Capital Management, the hedge fund that has borne the brunt of losses from the soaring stock prices of heavily shorted stocks recently, lost 53% in January, according to people familiar with the firm.\nMelvin was founded by Gabe Plotkin, a former star portfolio manager for hedge-fund titan Steven A. Cohen. It started the year with about $12.5 billion and now runs more than $8 billion. The current figure includes $2.75 billion in emergency funds Citadel LLC, its partners and Mr. Cohen's Point72 Asset Management injected into the hedge fund last Monday.\nAs part of the deal, they got non-controlling revenue shares in Melvin for three years. So far, Citadel, its partners and Point72 have lost money on the deal, though the precise scope of the loss was unclear Sunday.\nMelvin has massively de-risked its portfolio, said a client. People familiar with the hedge fund said its leverage ratio -- the value of its assets compared with its capital from investors -- was the lowest it has been since Melvin's 2014 start. They also said the firm's position-level liquidity, or its ability to exit securities in its portfolio easily, had increased significantly.\nNew and existing clients have signed up to invest money into Melvin on Feb. 1, according to the people familiar. It was unclear how much they would be adding.\nMelvin had established itself in recent years as one of the top hedge funds on Wall Street, but a short position in GameStop Corp. hurt the firm in recent weeks. Losses extended beyond GameStop, with declines coming from throughout its portfolio during a period of market turmoil in January. Positions in which Melvin had publicly disclosed owning put options -- bearish contracts that typically profit as stocks fall -- in its last quarterly regulatory filing soared, while positions in companies it held sold off.\nBed Bath & Beyond Inc., New York-listed Chinese tutoring company GSX Techedu Inc. and National Beverage Corp. were up 78.4%, 62% and 99% at their intraweek highs last week, respectively. Meanwhile, Booking Holdings Inc. and Expedia Group Inc. were down 9.9% and 13.4% at their intraweek lows.\nTraders say as GameStop continued to soar -- f rom $30 to $75 and higher -- there was a contagion effect. Managers lost confidence short positions would stop rising in value and covered heavily shorted names, worried social media-fueled investors would focus on companies they were short. They also started cutting their stakes in companies to reduce the risk in their portfolios, hurting other investors in those companies. Last week alone, GameStop shares soared more than four times.\n\"The performance pain...has been record breaking,\" read a note from Morgan Stanley to its trading clients last week.\nIndeed, hedge funds set near-daily records of various sorts last week for how much they pulled back their exposure to the U.S. stock market by covering their shorts and selling out of their wagers on companies, according to client notes from Morgan Stanley and Goldman Sachs Group Inc. On Wednesday, this type of so-called degrossing contributed to the largest one-day drop in funds' use of leverage on record, said a Goldman note.\nMaplelane Capital, another hedge fund that has sustained significant losses this month, ended January with a roughly 45% loss, said a person familiar with the fund. It managed about $3.5 billion at the start of the year.\nThe frenetic trading that catapulted GameStop, AMC Entertainment Holdings Inc. and BlackBerry Ltd. into the ranks of the most traded stocks in the U.S. market and captured the attention of the White House and regulators also hit prominent hedge funds Point72 and D1 Capital Partners.\nD1, which ended the month down about 20%, was short AMC and GameStop, said people familiar with the fund. One of the people said D1 had exited both positions by Wednesday morning but that those were small drivers of losses. A more significant factor was shares of travel-related companies declining.\nSome fund managers say the episode is likely to change how the industry works.\nFewer hedge funds are likely to highlight their bearish positions by disclosing put options, they said. Instead, funds may use Securities and Exchange Commission rules to keep confidential those positions, a tool activist investors have long used to build positions in companies quietly. More funds also may institute rules about avoiding thinly traded, heavily shorted stocks.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381656299,"gmtCreate":1612965226911,"gmtModify":1703767561548,"author":{"id":"3574945960342891","authorId":"3574945960342891","name":"RJSG","avatar":"https://static.tigerbbs.com/9ea12fcda4cd099b126362069fa83d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574945960342891","idStr":"3574945960342891"},"themes":[],"htmlText":"😀[财迷] ","listText":"😀[财迷] ","text":"😀[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381656299","repostId":"1138874560","repostType":4,"repost":{"id":"1138874560","kind":"news","pubTimestamp":1612949008,"share":"https://www.laohu8.com/m/news/1138874560?lang=zh_CN&edition=full","pubTime":"2021-02-10 17:23","market":"us","language":"en","title":"Cisco faces uncertainties as many continue to work from home<blockquote>由于许多人继续在家工作，思科面临不确定性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138874560","media":"MarketWatch","summary":"Remote work causing delays in corporate-network upgrades\nNetworking giant Cisco Systems Inc. is look","content":"<p>Remote work causing delays in corporate-network upgrades</p><p><blockquote>远程工作导致企业网络升级延迟</blockquote></p><p> Networking giant Cisco Systems Inc. is looking for slight revenue growth next quarter, which would be its first such advance since November 2019, but some of its core equipment businesses are still hurting from the pandemic.</p><p><blockquote>网络巨头思科系统公司(Cisco Systems Inc.)预计下季度收入将小幅增长，这将是其自2019年11月以来的首次此类增长，但其一些核心设备业务仍受到疫情的影响。</blockquote></p><p> On Tuesday, Cisco reported slightly better-than-expected fiscal second-quarter earnings,as it sees “gradual improvement” in order growth in its commercial, public sector and service-provider businesses, which make up nearly three-quarters of its product orders. But it also said that the corporate-enterprise business remained soft, due to long sales cycles and pauses in spending by companies during the pandemic.</p><p><blockquote>周二，思科公布的第二财季收益略好于预期，因为其商业、公共部门和服务提供商业务的订单增长“逐步改善”，这些业务占其产品订单的近四分之三。但它也表示，由于销售周期长以及疫情期间企业支出暂停，企业对企业业务仍然疲软。</blockquote></p><p> Among the areas most impacted by the pandemic, total product revenue was $8.6 billion, down 1%, and networking infrastructure platforms was down 3%.</p><p><blockquote>在受疫情影响最严重的领域中，产品总收入为86亿美元，下降1%，网络基础设施平台下降3%。</blockquote></p><p> The company’s WebEx video-conferencing business again showed double-digit revenue growth, as companies continue to use it for group video meetings while employees are working from home.</p><p><blockquote>该公司的WebEx视频会议业务再次显示出两位数的收入增长，因为公司继续在员工在家工作时使用它进行小组视频会议。</blockquote></p><p> While remote work is a boon to Cisco’s video-conference software, it is causing delays in some network upgrade projects at corporate campuses. Cisco CEO Chuck Robbins said that employees eventually returning to the office will help its infrastructure sales, such as its switching and routing products, and its software-based networking service, called CAT 9000.</p><p><blockquote>虽然远程工作对思科的视频会议软件来说是一个福音，但它也导致了企业园区一些网络升级项目的延迟。思科首席执行官查克·罗宾斯表示，最终返回办公室的员工将有助于其基础设施销售，例如交换和路由产品，以及基于软件的网络服务CAT 9000。</blockquote></p><p> “I really believe it’s going to be hybrid, where people are going to work from home and everybody is sort of landing here, where they’re going to work from home three days a week and work from the office two days a week and vice versa,” Robbins said. “The question is what accommodations does that lead to for customers, based on employees’ concern over space issues, concern over future pandemics or other concerns. That’s what we just don’t know yet.”</p><p><blockquote>“我真的相信这将是混合的，人们将在家工作，每个人都在这里着陆，他们将每周在家工作三天，每周在办公室工作两天，反之亦然，”罗宾斯说。“问题是，基于员工对空间问题的担忧、对未来流行病的担忧或其他担忧，这会给客户带来什么样的住宿。这就是我们还不知道的。”</blockquote></p><p> He added that some customers are now also starting to upgrade to the next generation of WiFi, called WiFi 6.</p><p><blockquote>他补充说，一些客户现在也开始升级到下一代WiFi，称为WiFi 6。</blockquote></p><p> The future of a hybrid workplace is also likely fueling that demand for WiFi 6, Robbins said. Many workers will still be video-conferencing into meetings taking place in the office, putting even more demands on corporate networks.</p><p><blockquote>罗宾斯说，混合工作场所的未来也可能会推动对WiFi 6的需求。许多员工仍将通过视频会议参加在办公室举行的会议，这对企业网络提出了更多要求。</blockquote></p><p> Cisco said that it expects revenue in the fiscal third quarter to grow 3.5% to 5.5% year-over-year. The company’s guidance includes the fact that the third quarter will have an extra week, noted Cisco’s new Chief Financial Officer Scott Herren, who took over the job from Kelly Kramer.</p><p><blockquote>思科表示，预计第三财季营收同比增长3.5%至5.5%。接替凯利·克莱默(Kelly Kramer)的思科新任首席财务官斯科特·赫伦(Scott Herren)指出，该公司的指导包括第三季度将有额外的一周时间。</blockquote></p><p> Investors were clearly hoping for more from Cisco, as they drove its shares down as the call progressed, with its stock off nearly 5% in after-hours trading. It appears that big network build-outs or upgrades are likely to continue to happen slowly, on an as-needed basis, as long as most of corporate America is still working from home.</p><p><blockquote>投资者显然希望从思科获得更多，因为随着看涨期权的发展，他们压低了思科的股价，其股价在盘后交易中下跌了近5%。只要大多数美国企业仍然在家工作，大型网络扩建或升级似乎可能会根据需要继续缓慢进行。</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>Cisco faces uncertainties as many continue to work from home<blockquote>由于许多人继续在家工作，思科面临不确定性</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\">\nCisco faces uncertainties as many continue to work from home<blockquote>由于许多人继续在家工作，思科面临不确定性</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-10 17:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Remote work causing delays in corporate-network upgrades</p><p><blockquote>远程工作导致企业网络升级延迟</blockquote></p><p> Networking giant Cisco Systems Inc. is looking for slight revenue growth next quarter, which would be its first such advance since November 2019, but some of its core equipment businesses are still hurting from the pandemic.</p><p><blockquote>网络巨头思科系统公司(Cisco Systems Inc.)预计下季度收入将小幅增长，这将是其自2019年11月以来的首次此类增长，但其一些核心设备业务仍受到疫情的影响。</blockquote></p><p> On Tuesday, Cisco reported slightly better-than-expected fiscal second-quarter earnings,as it sees “gradual improvement” in order growth in its commercial, public sector and service-provider businesses, which make up nearly three-quarters of its product orders. But it also said that the corporate-enterprise business remained soft, due to long sales cycles and pauses in spending by companies during the pandemic.</p><p><blockquote>周二，思科公布的第二财季收益略好于预期，因为其商业、公共部门和服务提供商业务的订单增长“逐步改善”，这些业务占其产品订单的近四分之三。但它也表示，由于销售周期长以及疫情期间企业支出暂停，企业对企业业务仍然疲软。</blockquote></p><p> Among the areas most impacted by the pandemic, total product revenue was $8.6 billion, down 1%, and networking infrastructure platforms was down 3%.</p><p><blockquote>在受疫情影响最严重的领域中，产品总收入为86亿美元，下降1%，网络基础设施平台下降3%。</blockquote></p><p> The company’s WebEx video-conferencing business again showed double-digit revenue growth, as companies continue to use it for group video meetings while employees are working from home.</p><p><blockquote>该公司的WebEx视频会议业务再次显示出两位数的收入增长，因为公司继续在员工在家工作时使用它进行小组视频会议。</blockquote></p><p> While remote work is a boon to Cisco’s video-conference software, it is causing delays in some network upgrade projects at corporate campuses. Cisco CEO Chuck Robbins said that employees eventually returning to the office will help its infrastructure sales, such as its switching and routing products, and its software-based networking service, called CAT 9000.</p><p><blockquote>虽然远程工作对思科的视频会议软件来说是一个福音，但它也导致了企业园区一些网络升级项目的延迟。思科首席执行官查克·罗宾斯表示，最终返回办公室的员工将有助于其基础设施销售，例如交换和路由产品，以及基于软件的网络服务CAT 9000。</blockquote></p><p> “I really believe it’s going to be hybrid, where people are going to work from home and everybody is sort of landing here, where they’re going to work from home three days a week and work from the office two days a week and vice versa,” Robbins said. “The question is what accommodations does that lead to for customers, based on employees’ concern over space issues, concern over future pandemics or other concerns. That’s what we just don’t know yet.”</p><p><blockquote>“我真的相信这将是混合的，人们将在家工作，每个人都在这里着陆，他们将每周在家工作三天，每周在办公室工作两天，反之亦然，”罗宾斯说。“问题是，基于员工对空间问题的担忧、对未来流行病的担忧或其他担忧，这会给客户带来什么样的住宿。这就是我们还不知道的。”</blockquote></p><p> He added that some customers are now also starting to upgrade to the next generation of WiFi, called WiFi 6.</p><p><blockquote>他补充说，一些客户现在也开始升级到下一代WiFi，称为WiFi 6。</blockquote></p><p> The future of a hybrid workplace is also likely fueling that demand for WiFi 6, Robbins said. Many workers will still be video-conferencing into meetings taking place in the office, putting even more demands on corporate networks.</p><p><blockquote>罗宾斯说，混合工作场所的未来也可能会推动对WiFi 6的需求。许多员工仍将通过视频会议参加在办公室举行的会议，这对企业网络提出了更多要求。</blockquote></p><p> Cisco said that it expects revenue in the fiscal third quarter to grow 3.5% to 5.5% year-over-year. The company’s guidance includes the fact that the third quarter will have an extra week, noted Cisco’s new Chief Financial Officer Scott Herren, who took over the job from Kelly Kramer.</p><p><blockquote>思科表示，预计第三财季营收同比增长3.5%至5.5%。接替凯利·克莱默(Kelly Kramer)的思科新任首席财务官斯科特·赫伦(Scott Herren)指出，该公司的指导包括第三季度将有额外的一周时间。</blockquote></p><p> Investors were clearly hoping for more from Cisco, as they drove its shares down as the call progressed, with its stock off nearly 5% in after-hours trading. It appears that big network build-outs or upgrades are likely to continue to happen slowly, on an as-needed basis, as long as most of corporate America is still working from home.</p><p><blockquote>投资者显然希望从思科获得更多，因为随着看涨期权的发展，他们压低了思科的股价，其股价在盘后交易中下跌了近5%。只要大多数美国企业仍然在家工作，大型网络扩建或升级似乎可能会根据需要继续缓慢进行。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/cisco-faces-uncertainties-as-many-continue-to-work-from-home-11612919510?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":{"CSCO":"思科"},"source_url":"https://www.marketwatch.com/story/cisco-faces-uncertainties-as-many-continue-to-work-from-home-11612919510?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1138874560","content_text":"Remote work causing delays in corporate-network upgrades\nNetworking giant Cisco Systems Inc. is looking for slight revenue growth next quarter, which would be its first such advance since November 2019, but some of its core equipment businesses are still hurting from the pandemic.\nOn Tuesday, Cisco reported slightly better-than-expected fiscal second-quarter earnings,as it sees “gradual improvement” in order growth in its commercial, public sector and service-provider businesses, which make up nearly three-quarters of its product orders. But it also said that the corporate-enterprise business remained soft, due to long sales cycles and pauses in spending by companies during the pandemic.\nAmong the areas most impacted by the pandemic, total product revenue was $8.6 billion, down 1%, and networking infrastructure platforms was down 3%.\nThe company’s WebEx video-conferencing business again showed double-digit revenue growth, as companies continue to use it for group video meetings while employees are working from home.\nWhile remote work is a boon to Cisco’s video-conference software, it is causing delays in some network upgrade projects at corporate campuses. Cisco CEO Chuck Robbins said that employees eventually returning to the office will help its infrastructure sales, such as its switching and routing products, and its software-based networking service, called CAT 9000.\n“I really believe it’s going to be hybrid, where people are going to work from home and everybody is sort of landing here, where they’re going to work from home three days a week and work from the office two days a week and vice versa,” Robbins said. “The question is what accommodations does that lead to for customers, based on employees’ concern over space issues, concern over future pandemics or other concerns. That’s what we just don’t know yet.”\nHe added that some customers are now also starting to upgrade to the next generation of WiFi, called WiFi 6.\nThe future of a hybrid workplace is also likely fueling that demand for WiFi 6, Robbins said. Many workers will still be video-conferencing into meetings taking place in the office, putting even more demands on corporate networks.\nCisco said that it expects revenue in the fiscal third quarter to grow 3.5% to 5.5% year-over-year. The company’s guidance includes the fact that the third quarter will have an extra week, noted Cisco’s new Chief Financial Officer Scott Herren, who took over the job from Kelly Kramer.\nInvestors were clearly hoping for more from Cisco, as they drove its shares down as the call progressed, with its stock off nearly 5% in after-hours trading. It appears that big network build-outs or upgrades are likely to continue to happen slowly, on an as-needed basis, as long as most of corporate America is still working from home.","news_type":1,"symbols_score_info":{"CSCO":0.9}},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380398918,"gmtCreate":1612512815134,"gmtModify":1703762898756,"author":{"id":"3574945960342891","authorId":"3574945960342891","name":"RJSG","avatar":"https://static.tigerbbs.com/9ea12fcda4cd099b126362069fa83d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574945960342891","idStr":"3574945960342891"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] 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