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旺财旺旺来
2021-12-17
When will nndm moon?
旺财旺旺来
2021-06-13
Higher, higher!!
Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme股票飙升1,000%,领跑这两只顶级小盘股</blockquote>
旺财旺旺来
2021-06-11
Meme stock hqs its ups and downs
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旺财旺旺来
2021-04-01
Comment on my post. Thanks!
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旺财旺旺来
2021-04-01
Picking up us economy
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旺财旺旺来
2021-03-30
When will the market gets better
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旺财旺旺来
2021-03-23
9years down the road
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旺财旺旺来
2021-03-22
Watch first
GameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Adobe、Honeywell、Darden Restaurants和其他本周值得投资者关注的股票</blockquote>
旺财旺旺来
2021-03-19
Madness?
8 Stocks To Watch For 2021 March Madness<blockquote>2021年三月疯狂值得关注的8只股票</blockquote>
旺财旺旺来
2021-03-19
Hoping for the best
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旺财旺旺来
2021-03-18
[眼眼] [眼眼] [眼眼] [眼眼]
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旺财旺旺来
2021-03-17
Like and comment.[微笑]
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旺财旺旺来
2021-03-17
Powell ah please speak properly
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旺财旺旺来
2021-03-16
Good buy
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旺财旺旺来
2021-03-15
Thats a bubble before Biden steps into the picture
Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>
旺财旺旺来
2021-03-15
JD to watch also
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旺财旺旺来
2021-02-10
This is just the beginning
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旺财旺旺来
2021-02-08
Know what you are shorting for
Here’s What the GameStop Affair Has Taught Us<blockquote>以下是游戏驿站事件教给我们的</blockquote>
旺财旺旺来
2021-02-06
Gme growth will not be the same again
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旺财旺旺来
2021-02-06
Sg relies on tourism especially during xmas season
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去老虎APP查看更多动态
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will nndm moon?","listText":"When will nndm moon?","text":"When will nndm moon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699139325","isVote":1,"tweetType":1,"viewCount":4324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186765025,"gmtCreate":1623543102167,"gmtModify":1634032064919,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Higher, higher!!","listText":"Higher, higher!!","text":"Higher, higher!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186765025","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","kind":"news","pubTimestamp":1623537503,"share":"https://www.laohu8.com/m/news/1185020128?lang=zh_CN&edition=full","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme股票飙升1,000%,领跑这两只顶级小盘股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p><p><blockquote>游戏驿站可能是SPDR S&P 600小型股价值中最大的持股,但这并不是该ETF击败成长型股票的唯一原因。</blockquote></p><p> The $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p><p><blockquote>这只价值42亿美元的价值基金追踪S&P SmallCap 600价值指数(SLYV),该指数由根据账面价值与价格比率、市盈率和销售价格比率具有最强价值特征的股票组成。截至周四收盘,SLYV今年上涨了32%。</blockquote></p><p> That more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p><p><blockquote>这是成长型股票SPDR S&P 600 Small Cap Growth(SLYG)回报率的两倍多,后者上涨了15%。SLYG跟踪的指数包括基于销售增长、盈利价格变化和动量的增长特征最强的股票。</blockquote></p><p> Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.</p><p><blockquote>回到SLYV,金融业占资产比重最大,占资产的24%。工业股约占17%,非必需消费品股15%,房地产股10%。其次是信息技术,占8%,材料、能源和医疗保健,各占6%。消费品、公用事业和通信服务的较小头寸占其余部分。</blockquote></p><p> SPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.</p><p><blockquote>SPDR S&P 600 Small Cap Value位居IBD ETF领先者之列,但SPDR S&P 600 Small Cap Growth则不然。</blockquote></p><p> <b>GameStop Stock Leads</b></p><p><blockquote><b>游戏驿站股票领先</b></blockquote></p><p> <b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p><p><blockquote><b>游戏驿站</b>(GME),<b>梅西百货</b>(M),<b>PDC能源</b>(PDCE),<b>Resideo技术</b>(雷齐)和<b>联合银行</b>(BKU)是截至周三的前五大持股。</blockquote></p><p> <b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath & Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p><p><blockquote><b>太平洋卓越银行</b>(PPBI),<b>贝德柏士比昂公司</b>(BBBY),<b>美国银行</b>(ABCB),<b>第一夏威夷人</b>(FHB)和<b>洞察企业</b>(NSIT)跻身前十名。</blockquote></p><p> GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p><p><blockquote>游戏驿站今年经历了大幅波动。今年早些时候,在Reddit/WallStreetBets人群推动的空头挤压反弹中,该股飙升了约2,500%。GME股票随后从1月28日的高点暴跌92%至2月中旬的低点。随后在接下来的三周内飙升805%,在接下来的两周内下跌66%。</blockquote></p><p> Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p><p><blockquote>此后,股价一直相对低迷,直到周四暴跌27%。即便如此,截至周四收盘,游戏驿站股价今年迄今仍上涨了1,070%。</blockquote></p><p> Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p><p><blockquote>GME会夸大SLYV的业绩吗?当然,考虑到其四位数的增益。但看看SLYG的投资组合很有趣。游戏驿站股票也是成长型股票ETF中持股最多的股票,尽管前10名中的其他股票差异很大。</blockquote></p><p> <b>Second Meme Stock In Top 10</b></p><p><blockquote><b>前十名中的第二只模因股票</b></blockquote></p><p> PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p><p><blockquote>PDC Energy上涨130%,在前十名中涨幅第二大。这家总部位于科罗拉多州的石油和天然气勘探公司的相对强度评级为97,这意味着它在所有股票中排名前3%。其相对强弱线位于52周高点,这是一个看涨信号。</blockquote></p><p> Bed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p><p><blockquote>另一只模因股票Bed Bath&Beyond今年上涨了78%。在一系列两位数的剧烈波动中,股价在1月份飙升了200%以上。BBBY股票随后回吐了大部分涨幅。</blockquote></p><p> But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.</p><p><blockquote>但这家家居用品零售商似乎又重新受到了WallStreetBets讨论组的关注。6月2日,Bed Bath&Beyond股价飙升62%,随后第二个交易日暴跌28%。</blockquote></p><p> The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.</p><p><blockquote>其余前10只股票的表现也优于大盘。梅西百货今年迄今上涨了68%,而Resideo、Pacific Premier和Ameris的涨幅均超过40%。涨幅最低的银行控股公司First Hawaiian上涨了20%。截至周四收盘,标普500上涨了13%。</blockquote></p><p> SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.</p><p><blockquote>根据MarketSmithChart分析,SLYV仍处于带手柄acup的87.29入场点的潜在买入范围内。SLYV和SLYG收取0.15%的费用率。</blockquote></p><p></p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme股票飙升1,000%,领跑这两只顶级小盘股</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme股票飙升1,000%,领跑这两只顶级小盘股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-06-13 06:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p><p><blockquote>游戏驿站可能是SPDR S&P 600小型股价值中最大的持股,但这并不是该ETF击败成长型股票的唯一原因。</blockquote></p><p> The $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p><p><blockquote>这只价值42亿美元的价值基金追踪S&P SmallCap 600价值指数(SLYV),该指数由根据账面价值与价格比率、市盈率和销售价格比率具有最强价值特征的股票组成。截至周四收盘,SLYV今年上涨了32%。</blockquote></p><p> That more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p><p><blockquote>这是成长型股票SPDR S&P 600 Small Cap Growth(SLYG)回报率的两倍多,后者上涨了15%。SLYG跟踪的指数包括基于销售增长、盈利价格变化和动量的增长特征最强的股票。</blockquote></p><p> Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.</p><p><blockquote>回到SLYV,金融业占资产比重最大,占资产的24%。工业股约占17%,非必需消费品股15%,房地产股10%。其次是信息技术,占8%,材料、能源和医疗保健,各占6%。消费品、公用事业和通信服务的较小头寸占其余部分。</blockquote></p><p> SPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.</p><p><blockquote>SPDR S&P 600 Small Cap Value位居IBD ETF领先者之列,但SPDR S&P 600 Small Cap Growth则不然。</blockquote></p><p> <b>GameStop Stock Leads</b></p><p><blockquote><b>游戏驿站股票领先</b></blockquote></p><p> <b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p><p><blockquote><b>游戏驿站</b>(GME),<b>梅西百货</b>(M),<b>PDC能源</b>(PDCE),<b>Resideo技术</b>(雷齐)和<b>联合银行</b>(BKU)是截至周三的前五大持股。</blockquote></p><p> <b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath & Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p><p><blockquote><b>太平洋卓越银行</b>(PPBI),<b>贝德柏士比昂公司</b>(BBBY),<b>美国银行</b>(ABCB),<b>第一夏威夷人</b>(FHB)和<b>洞察企业</b>(NSIT)跻身前十名。</blockquote></p><p> GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p><p><blockquote>游戏驿站今年经历了大幅波动。今年早些时候,在Reddit/WallStreetBets人群推动的空头挤压反弹中,该股飙升了约2,500%。GME股票随后从1月28日的高点暴跌92%至2月中旬的低点。随后在接下来的三周内飙升805%,在接下来的两周内下跌66%。</blockquote></p><p> Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p><p><blockquote>此后,股价一直相对低迷,直到周四暴跌27%。即便如此,截至周四收盘,游戏驿站股价今年迄今仍上涨了1,070%。</blockquote></p><p> Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p><p><blockquote>GME会夸大SLYV的业绩吗?当然,考虑到其四位数的增益。但看看SLYG的投资组合很有趣。游戏驿站股票也是成长型股票ETF中持股最多的股票,尽管前10名中的其他股票差异很大。</blockquote></p><p> <b>Second Meme Stock In Top 10</b></p><p><blockquote><b>前十名中的第二只模因股票</b></blockquote></p><p> PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p><p><blockquote>PDC Energy上涨130%,在前十名中涨幅第二大。这家总部位于科罗拉多州的石油和天然气勘探公司的相对强度评级为97,这意味着它在所有股票中排名前3%。其相对强弱线位于52周高点,这是一个看涨信号。</blockquote></p><p> Bed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p><p><blockquote>另一只模因股票Bed Bath&Beyond今年上涨了78%。在一系列两位数的剧烈波动中,股价在1月份飙升了200%以上。BBBY股票随后回吐了大部分涨幅。</blockquote></p><p> But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.</p><p><blockquote>但这家家居用品零售商似乎又重新受到了WallStreetBets讨论组的关注。6月2日,Bed Bath&Beyond股价飙升62%,随后第二个交易日暴跌28%。</blockquote></p><p> The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.</p><p><blockquote>其余前10只股票的表现也优于大盘。梅西百货今年迄今上涨了68%,而Resideo、Pacific Premier和Ameris的涨幅均超过40%。涨幅最低的银行控股公司First Hawaiian上涨了20%。截至周四收盘,标普500上涨了13%。</blockquote></p><p> SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.</p><p><blockquote>根据MarketSmithChart分析,SLYV仍处于带手柄acup的87.29入场点的潜在买入范围内。SLYV和SLYG收取0.15%的费用率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">investors</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":{"BBBY":"Bed Bath & Beyond, Inc.","PDCE":"PDC Energy"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1,"symbols_score_info":{"PDCE":0.9,"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188035634,"gmtCreate":1623415635128,"gmtModify":1634033538618,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Meme stock hqs its ups and downs","listText":"Meme stock hqs its ups and downs","text":"Meme stock hqs its ups and downs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188035634","repostId":"2142022769","repostType":4,"isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357939380,"gmtCreate":1617229266940,"gmtModify":1634521987699,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Comment on my post. Thanks!","listText":"Comment on my post. Thanks!","text":"Comment on my post. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357939380","repostId":"1127322570","repostType":4,"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357930919,"gmtCreate":1617229184931,"gmtModify":1634521989014,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Picking up us economy","listText":"Picking up us economy","text":"Picking up us economy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357930919","repostId":"1196818239","repostType":4,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355898377,"gmtCreate":1617057477799,"gmtModify":1634522939778,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"When will the market gets better","listText":"When will the market gets better","text":"When will the market gets better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355898377","repostId":"1119928689","repostType":4,"isVote":1,"tweetType":1,"viewCount":2888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353393241,"gmtCreate":1616459526183,"gmtModify":1634525734338,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"9years down the road","listText":"9years down the road","text":"9years down the road","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353393241","repostId":"2121363172","repostType":4,"isVote":1,"tweetType":1,"viewCount":2603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359127913,"gmtCreate":1616375700732,"gmtModify":1634526192379,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Watch first","listText":"Watch first","text":"Watch first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359127913","repostId":"1162363864","repostType":4,"repost":{"id":"1162363864","kind":"news","pubTimestamp":1616372849,"share":"https://www.laohu8.com/m/news/1162363864?lang=zh_CN&edition=full","pubTime":"2021-03-22 08:27","market":"us","language":"en","title":"GameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Adobe、Honeywell、Darden Restaurants和其他本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162363864","media":"barrons","summary":"The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The","content":"<p>The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.</p><p><blockquote>在财报季之间的平静时期,本周的财报日历再次稀疏。发布报告的少数大公司包括周二的Adobe和Gamestopon、周三的General Millson和周四的Darden Restaurants。联合利华和霍尼韦尔国际将分别于周一和周四举办投资者活动。Huntington Bancshares和TCF Financial的股东将于周四就两家公司拟议的合并进行投票。</blockquote></p><p> Economic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation, the Personal Consumption Expenditures Price Index for February, will also be out on Friday.</p><p><blockquote>本周公布的经济数据包括人口普查局2月份耐用品报告(被视为商业投资的良好指标)以及IHS Markit 3月份制造业和服务业采购经理人指数,所有数据均于周三公布。周五,经济分析局将公布2月份个人收入和支出数据。美联储首选的通胀指标——2月份个人消费支出价格指数也将于周五公布。</blockquote></p><p> Other releases include the National Association of Realtors’ existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’ third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February, at a 4.1% annualized rate of growth.</p><p><blockquote>其他发布的数据包括周一全国房地产经纪人协会2月份现房销售数据和周二人口普查局2月份新单户住宅销售数据。最后,周四,经济分析局对2020年第四季度GDP的第三次也是最终估计预计与2月底的第二次估计持平,年化增长率为4.1%。</blockquote></p><p> Monday 3/22</p><p><blockquote>3/22星期一</blockquote></p><p> <b>The National Association</b>of Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.</p><p><blockquote><b>全国协会</b>房地产经纪人报告二月份现房销售情况。市场普遍估计,经季节调整后的房屋销售量为655万套,略低于1月份的数据。由于房屋库存创下历史新低,1月份成屋销售价格中位数为303,900美元,同比上涨14.1%。</blockquote></p><p> <b>The Federal Reserve</b>Bank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.</p><p><blockquote><b>美联储</b>芝加哥银行发布2月份全国活动指数。经济学家预测为0.68,与1月份的0.66大致持平。积极的读数表明经济增长速度快于历史趋势。</blockquote></p><p> <b>Unilever hosts</b>an investor presentation to discuss its U.S. operations.</p><p><blockquote><b>联合利华主机</b>讨论其美国业务的投资者演示文稿。</blockquote></p><p> Tuesday 3/23</p><p><blockquote>星期二3/23</blockquote></p><p> <b>Adobe, IHS Markit,</b>and GameStop report quarterly results.</p><p><blockquote><b>Adobe、IHS Markit、</b>和游戏驿站报告季度业绩。</blockquote></p><p> <b>The Census Bureau</b>reports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.</p><p><blockquote><b>人口普查局</b>报告二月份新单户住宅销售情况。预计经季节调整后的年增长率为90万套房屋,略低于1月份的数字。新房销售刚刚脱离去年7月创下的金融危机后峰值。</blockquote></p><p> Wednesday 3/24</p><p><blockquote>星期三3/24</blockquote></p><p> <b>General Mills releases</b>fiscal third-quarter earnings.</p><p><blockquote><b>通用磨坊发布</b>第三财季收益。</blockquote></p><p> <b>The Census Bureau</b>releases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.</p><p><blockquote><b>人口普查局</b>发布2月份耐用品报告。普遍的看涨期权是耐用品制造业新订单环比增长0.5%,达到2580亿美元。不包括运输,新订单也增长了0.5%。相比之下,1月份的增幅分别为3.4%和1.3%。</blockquote></p><p> <b>IHS Markit releases</b>both its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.</p><p><blockquote><b>IHS Markit发布</b>3月份制造业和服务业采购经理人指数。经济学家预测制造业PMI为58.8,服务业PMI为59.8,均与2月份数据相似。上个月,两项PMI的综合读数均创下六年来的新高。</blockquote></p><p> Thursday 3/25</p><p><blockquote>3/25星期四</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.</p><p><blockquote><b>经济局</b>分析报告了对2020年第四季度GDP的第三次也是最终估计。经济学家预测年增长率为4.1%,与东亚银行2月底发布的第二次估计持平。</blockquote></p><p> <b>Honeywell International</b>hosts a webcast to discuss its sustainability initiatives.</p><p><blockquote><b>霍尼韦尔国际</b>主持网络广播,讨论其可持续发展计划。</blockquote></p><p> <b>Huntington Bancshares</b>and TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.</p><p><blockquote><b>亨廷顿银行股份公司</b>和TCF Financial召开特别股东大会,寻求批准他们于12月首次宣布的60亿美元合并。合并后的公司将成为美国十大地区性银行之一。</blockquote></p><p> Friday 3/26</p><p><blockquote>星期五3/26</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.</p><p><blockquote><b>经济局</b>分析报告了2月份的个人收入和支出数据。收入预计将环比下降7.5%,而1月份则增长10%。支出预计将持平,此前增长2.4%。美联储青睐的通胀指标个人消费支出价格指数预计同比上涨1.5%,与1月份数据持平。</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>GameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Adobe、Honeywell、Darden Restaurants和其他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\">\nGameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Adobe、Honeywell、Darden Restaurants和其他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\">2021-03-22 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.</p><p><blockquote>在财报季之间的平静时期,本周的财报日历再次稀疏。发布报告的少数大公司包括周二的Adobe和Gamestopon、周三的General Millson和周四的Darden Restaurants。联合利华和霍尼韦尔国际将分别于周一和周四举办投资者活动。Huntington Bancshares和TCF Financial的股东将于周四就两家公司拟议的合并进行投票。</blockquote></p><p> Economic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation, the Personal Consumption Expenditures Price Index for February, will also be out on Friday.</p><p><blockquote>本周公布的经济数据包括人口普查局2月份耐用品报告(被视为商业投资的良好指标)以及IHS Markit 3月份制造业和服务业采购经理人指数,所有数据均于周三公布。周五,经济分析局将公布2月份个人收入和支出数据。美联储首选的通胀指标——2月份个人消费支出价格指数也将于周五公布。</blockquote></p><p> Other releases include the National Association of Realtors’ existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’ third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February, at a 4.1% annualized rate of growth.</p><p><blockquote>其他发布的数据包括周一全国房地产经纪人协会2月份现房销售数据和周二人口普查局2月份新单户住宅销售数据。最后,周四,经济分析局对2020年第四季度GDP的第三次也是最终估计预计与2月底的第二次估计持平,年化增长率为4.1%。</blockquote></p><p> Monday 3/22</p><p><blockquote>3/22星期一</blockquote></p><p> <b>The National Association</b>of Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.</p><p><blockquote><b>全国协会</b>房地产经纪人报告二月份现房销售情况。市场普遍估计,经季节调整后的房屋销售量为655万套,略低于1月份的数据。由于房屋库存创下历史新低,1月份成屋销售价格中位数为303,900美元,同比上涨14.1%。</blockquote></p><p> <b>The Federal Reserve</b>Bank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.</p><p><blockquote><b>美联储</b>芝加哥银行发布2月份全国活动指数。经济学家预测为0.68,与1月份的0.66大致持平。积极的读数表明经济增长速度快于历史趋势。</blockquote></p><p> <b>Unilever hosts</b>an investor presentation to discuss its U.S. operations.</p><p><blockquote><b>联合利华主机</b>讨论其美国业务的投资者演示文稿。</blockquote></p><p> Tuesday 3/23</p><p><blockquote>星期二3/23</blockquote></p><p> <b>Adobe, IHS Markit,</b>and GameStop report quarterly results.</p><p><blockquote><b>Adobe、IHS Markit、</b>和游戏驿站报告季度业绩。</blockquote></p><p> <b>The Census Bureau</b>reports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.</p><p><blockquote><b>人口普查局</b>报告二月份新单户住宅销售情况。预计经季节调整后的年增长率为90万套房屋,略低于1月份的数字。新房销售刚刚脱离去年7月创下的金融危机后峰值。</blockquote></p><p> Wednesday 3/24</p><p><blockquote>星期三3/24</blockquote></p><p> <b>General Mills releases</b>fiscal third-quarter earnings.</p><p><blockquote><b>通用磨坊发布</b>第三财季收益。</blockquote></p><p> <b>The Census Bureau</b>releases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.</p><p><blockquote><b>人口普查局</b>发布2月份耐用品报告。普遍的看涨期权是耐用品制造业新订单环比增长0.5%,达到2580亿美元。不包括运输,新订单也增长了0.5%。相比之下,1月份的增幅分别为3.4%和1.3%。</blockquote></p><p> <b>IHS Markit releases</b>both its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.</p><p><blockquote><b>IHS Markit发布</b>3月份制造业和服务业采购经理人指数。经济学家预测制造业PMI为58.8,服务业PMI为59.8,均与2月份数据相似。上个月,两项PMI的综合读数均创下六年来的新高。</blockquote></p><p> Thursday 3/25</p><p><blockquote>3/25星期四</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.</p><p><blockquote><b>经济局</b>分析报告了对2020年第四季度GDP的第三次也是最终估计。经济学家预测年增长率为4.1%,与东亚银行2月底发布的第二次估计持平。</blockquote></p><p> <b>Honeywell International</b>hosts a webcast to discuss its sustainability initiatives.</p><p><blockquote><b>霍尼韦尔国际</b>主持网络广播,讨论其可持续发展计划。</blockquote></p><p> <b>Huntington Bancshares</b>and TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.</p><p><blockquote><b>亨廷顿银行股份公司</b>和TCF Financial召开特别股东大会,寻求批准他们于12月首次宣布的60亿美元合并。合并后的公司将成为美国十大地区性银行之一。</blockquote></p><p> Friday 3/26</p><p><blockquote>星期五3/26</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.</p><p><blockquote><b>经济局</b>分析报告了2月份的个人收入和支出数据。收入预计将环比下降7.5%,而1月份则增长10%。支出预计将持平,此前增长2.4%。美联储青睐的通胀指标个人消费支出价格指数预计同比上涨1.5%,与1月份数据持平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-adobe-honeywell-darden-restaurants-and-other-stocks-for-investors-to-watch-this-week-51616353213?mod=hp_LATEST\">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":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-adobe-honeywell-darden-restaurants-and-other-stocks-for-investors-to-watch-this-week-51616353213?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162363864","content_text":"The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.\nEconomic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation, the Personal Consumption Expenditures Price Index for February, will also be out on Friday.\nOther releases include the National Association of Realtors’ existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’ third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February, at a 4.1% annualized rate of growth.\nMonday 3/22\nThe National Associationof Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.\nThe Federal ReserveBank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.\nUnilever hostsan investor presentation to discuss its U.S. operations.\nTuesday 3/23\nAdobe, IHS Markit,and GameStop report quarterly results.\nThe Census Bureaureports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.\nWednesday 3/24\nGeneral Mills releasesfiscal third-quarter earnings.\nThe Census Bureaureleases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.\nIHS Markit releasesboth its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.\nThursday 3/25\nThe Bureau of EconomicAnalysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.\nHoneywell Internationalhosts a webcast to discuss its sustainability initiatives.\nHuntington Bancsharesand TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.\nFriday 3/26\nThe Bureau of EconomicAnalysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350385571,"gmtCreate":1616160964593,"gmtModify":1634526940402,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Madness? ","listText":"Madness? ","text":"Madness?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350385571","repostId":"1102451613","repostType":4,"repost":{"id":"1102451613","kind":"news","pubTimestamp":1616160196,"share":"https://www.laohu8.com/m/news/1102451613?lang=zh_CN&edition=full","pubTime":"2021-03-19 21:23","market":"us","language":"en","title":"8 Stocks To Watch For 2021 March Madness<blockquote>2021年三月疯狂值得关注的8只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102451613","media":"Benzinga","summary":"After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NC","content":"<p><div> After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NCAA Basketball tournament kicking off this weekend. Sports fans, sports bettors and advertisers are ...</p><p><blockquote><div>在新冠肺炎疫情关闭了2020年疯狂三月后,许多人对本周末开始的2021年NCAA篮球锦标赛感到兴奋。体育迷、体育博彩者和广告商是...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Stocks To Watch For 2021 March Madness<blockquote>2021年三月疯狂值得关注的8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\">\n8 Stocks To Watch For 2021 March Madness<blockquote>2021年三月疯狂值得关注的8只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-19 21:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NCAA Basketball tournament kicking off this weekend. Sports fans, sports bettors and advertisers are ...</p><p><blockquote><div>在新冠肺炎疫情关闭了2020年疯狂三月后,许多人对本周末开始的2021年NCAA篮球锦标赛感到兴奋。体育迷、体育博彩者和广告商是...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102451613","content_text":"After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NCAA Basketball tournament kicking off this weekend. Sports fans, sports bettors and advertisers are among the parties ready for games to take place.\nHere's a look at some publicly traded companies that are ready for March Madness to begin.\nCBS:This could be a strong year forViacomCBS IncVIAC, the host of both the Super Bowl and games from March Madness. CBS could see March Madness advertising revenue. The companytold reporterslast week that the ads were “virtually sold out.”\nEighty percent of linear advertisers will also have a digital advertising presence. Around 90% of last year’s planned advertisers are airing ads this year after last year’s canceled tournament.\nOver 100 advertisers are signed between CBS and its partner Turner Sports. The top five advertiser categories are insurance, automotive, financials, telecommunications and restaurants.\nCBS hascoverageof games in each round and has the exclusive coverage of the Final Four and Championship games.\nSee Also:How ViacomCBS Became The Latest 'YOLO Stock'\nAT&T:Turner Sports, a segment of AT&TT, has rights to March Madness games along with CBS. Games will be aired on the TBS and truTV channels. These channels will have the rights to all of the Play-In games on Thursday night.\nGames will air on TBS, truTV and TNT on Friday, Saturday, Sunday and Monday. Turner will have coverage of games in the first four rounds.\nSports Betting Companies:In 2019, only seven states had legal sports betting for the March Madness tournament. Adults in 20 states and Washington, D.C. will be able to bet on sports for March Madness in 2021. Over 86 million people will be able to place wagers compared to 26 million in 2019.\nIn 2021, Play USAestimates between $1 billion and $1.5 billion could be wagered on March Madness. While the Super Bowl is the most bet on game of the year, the combination of more than 60 games makes March Madness the largest bet sporting event.\n“The 2021 NCAA Tournament will be the most widely bet-on sporting event in U.S. history,\" said PlayUSA.com analyst Eric Ramsey.\nThe predictions for the total amount are hard given the increased number of states to legalize; no numbers from 2020 for comparison purposes; and the continued pandemic hitting retail sportsbooks, Ramsey said.\nWith the huge predictions set for sports betting on March Madness, the stocks to watch include DraftKings IncDKNG,Penn National Gaming IncPENN,MGM Resorts InternationalMGM,Rush Street InteractiveRSIandGolden Nugget Online Gaming IncGNOG.\nGenius Sports:Set togo publicin a SPAC merger withdMY Technology Inc IIDMYD 0.13%, Genius Sports provides data to sports betting partners.\nGenius Sports has a 10-yearexclusivedeal with the NCAA that includes coverage of Men’s Basketball. Under the deal signed in 2018, no party other than Genius Sports is allowed to collect data at NCAA events for commercial exploitation.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327504652,"gmtCreate":1616107037776,"gmtModify":1634527251343,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Hoping for the best","listText":"Hoping for the best","text":"Hoping for the 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[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327977481","repostId":"1140777123","repostType":4,"isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325745818,"gmtCreate":1615940487634,"gmtModify":1703495229473,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Like and comment.[微笑] ","listText":"Like and comment.[微笑] ","text":"Like and comment.[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325745818","repostId":"1137226701","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325743105,"gmtCreate":1615940271707,"gmtModify":1703495221634,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Powell ah please speak properly","listText":"Powell ah please speak properly","text":"Powell ah please speak properly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325743105","repostId":"1136576862","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325663889,"gmtCreate":1615895027041,"gmtModify":1703494612738,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Good buy","listText":"Good buy","text":"Good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325663889","repostId":"1164075443","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322929572,"gmtCreate":1615768229496,"gmtModify":1703492631282,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Thats a bubble before Biden steps into the picture","listText":"Thats a bubble before Biden steps into the picture","text":"Thats a bubble before Biden steps into the picture","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322929572","repostId":"1100128328","repostType":4,"repost":{"id":"1100128328","kind":"news","pubTimestamp":1615563404,"share":"https://www.laohu8.com/m/news/1100128328?lang=zh_CN&edition=full","pubTime":"2021-03-12 23:36","market":"us","language":"en","title":"Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100128328","media":"Barrons","summary":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremon","content":"<p>Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后,该公司股价走低。植物,但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说,火灾只是一个正常但不幸的操作问题。特斯拉(股票代码:TSLA)没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任,该股在盘前交易中下跌约2.7%,至约680美元。对于特斯拉股东来说,这是疯狂的一周。本周初股价约为675美元,交易价格高于700美元,跌至约560美元,然后反弹,周四上涨4.7%,至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上,他向全国发表讲话,重点是在世界卫生组织宣布疫情已经开始一年后,将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说:“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说,联邦政府正在建立数百个疫苗接种点,并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息,但周五早上市场正在抛售。对于股票来说,这次讲话几乎代表了太多的好事。经济正在重新开放,因此债券收益率正在上升,给高增长股票带来压力。</blockquote></p><p>Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面,道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>出于几个原因,较高的收益率对估值高、快速增长的公司的伤害比其他公司更大。第一,它们使融资增长更加昂贵。第二,高增长公司预计将在未来产生大部分现金。与利率低时相比,利率高时现金的价值较低。在利率较高的环境下,投资者如今有更多赚取利息的选择,这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而,周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的形势。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说:“你、你的家人和朋友很有可能能够在你的后院或附近聚会,野餐……庆祝独立日。”这是个好消息。</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>Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</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 Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-12 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后,该公司股价走低。植物,但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说,火灾只是一个正常但不幸的操作问题。特斯拉(股票代码:TSLA)没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任,该股在盘前交易中下跌约2.7%,至约680美元。对于特斯拉股东来说,这是疯狂的一周。本周初股价约为675美元,交易价格高于700美元,跌至约560美元,然后反弹,周四上涨4.7%,至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上,他向全国发表讲话,重点是在世界卫生组织宣布疫情已经开始一年后,将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说:“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说,联邦政府正在建立数百个疫苗接种点,并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息,但周五早上市场正在抛售。对于股票来说,这次讲话几乎代表了太多的好事。经济正在重新开放,因此债券收益率正在上升,给高增长股票带来压力。</blockquote></p><p>Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面,道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>出于几个原因,较高的收益率对估值高、快速增长的公司的伤害比其他公司更大。第一,它们使融资增长更加昂贵。第二,高增长公司预计将在未来产生大部分现金。与利率低时相比,利率高时现金的价值较低。在利率较高的环境下,投资者如今有更多赚取利息的选择,这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而,周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的形势。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说:“你、你的家人和朋友很有可能能够在你的后院或附近聚会,野餐……庆祝独立日。”这是个好消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100128328","content_text":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322967139,"gmtCreate":1615768103521,"gmtModify":1703492627629,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"JD to watch also","listText":"JD to watch also","text":"JD to watch also","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322967139","repostId":"1155155337","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381975755,"gmtCreate":1612926477877,"gmtModify":1703767023595,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"This is just the beginning","listText":"This is just the beginning","text":"This is just the beginning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381975755","repostId":"1130853289","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389587773,"gmtCreate":1612788617892,"gmtModify":1703765009651,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Know what you are shorting for","listText":"Know what you are shorting for","text":"Know what you are shorting for","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389587773","repostId":"1195153829","repostType":4,"repost":{"id":"1195153829","kind":"news","pubTimestamp":1612781502,"share":"https://www.laohu8.com/m/news/1195153829?lang=zh_CN&edition=full","pubTime":"2021-02-08 18:51","market":"us","language":"en","title":"Here’s What the GameStop Affair Has Taught Us<blockquote>以下是游戏驿站事件教给我们的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195153829","media":"Barrons","summary":"This commentary was issued recently by money managers, research firms, and market newsletter writers","content":"<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>这篇评论最近由基金经理、研究公司和市场时事通讯作者发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教给我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>Marketfield资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2月4日:总而言之,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构(存托信托公司)所扮演的关键角色和最终权力。这件事更奇怪的一面是,有人试图将其描绘成某种形式的道德讨伐,或者是“小人物”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将获得改变生活的资金,而另一些投资者将损失可能同样具有影响力的资金一样。从这个意义上说,市场是一个精英统治,这并不等同于说它在提供结果方面总是公平的。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬,杠杆对冲基金投资者的资金大幅减少,但并未导致股市大幅调整。标普500基本上尊重50日均线的支撑,不需要跌至我们设定的“最坏情况”目标3600点。纳斯达克100指数、Russell 2000指数和MSCI新兴市场指数不需要触及相应的趋势支撑,这三个指数在1月份都成功产生了正回报,不像标普500出现了小幅亏损。随后的反弹迅速而广泛,正如技术性和短暂性催化剂所预期的那样。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。漫长的牛市现在有发展成历史性狂热的迹象。这并不意味着市场峰值即将到来,但规范过程——什么是“适当的”最终会受到极端情况的影响——意味着普通投资者承担的风险水平可能明显高于Covid之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布莱凯特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨-嗬银!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁天气预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁天气预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2月4日:周一,在Reddit的购买狂潮中,白银飙升至接近30美元的8月份高点。无论如何,白银都很坚挺,而且一直保持良好,所以无论谁盯住白银,都知道他们在做什么。白银股也大幅上涨,虽然此后有所平静,但波动性似乎仍将持续。自12月以来,白银一直保持在15周移动平均线上方,并将保持在25美元上方。下一个要超越的里程碑是30美元水平,这是本轮牛市的高点。如果明显被打破,另一条腿将会上升。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转石油近期的反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日洞察</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但也损害了石油进口国的经济,而且往往有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>这些动态的一个很好的例子是中国。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种征税。此外,中国A股大量持有跑赢大盘科技股,这些股没有从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨确实会导致国内市场在岸价格下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京谨慎的政策制定导致了中国股市的大幅抛售。如今,中国经济增长再次减速,北京正在进行一些重大监管收紧,而中国人民银行正在抽干流动性。因此,今年春天中国股市可能会出现大幅调整。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>利用这些动态的低辛烷值策略是相对于德国股市做多英国股市,同时支持隐性货币敞口。德国股票非常跑输大盘能源,德国的石油消费全部进口。与此同时,英国基准充满了能源股,英国仍然是石油生产国,即使它进口部分石油(布伦特原油价格上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北更早的经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>Carret信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>Carret资产管理</i></blockquote></p><p> carret.com</p><p><blockquote>carret.com</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。利差也创下历史新高。随着全球投资者寻求收入,低收益率并不令人意外。美联储支持“堕落天使”,允许许多高收益(HY)公司以更低的利率进行再融资,并将即将到期的期限延长一天。强劲的股市预测盈利将反弹,疫苗将很快带来光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享一项关于HY债券市场风险和回报的最新学术研究:George Mason University最近发布了一份关于HY债券基金回报和相对于股票波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动率为7.7%。同期,标普500的平均年化回报率为7.8%,但波动性几乎是14.5%的两倍。结论是:HY债券的总回报接近美国股市,而波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场起飞</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对新兴市场股市来说是好年景。今年迄今为止,iShares MSCI新兴市场交易所交易基金(EEM)上涨了约8%,而SPDR S&P 500ETF(SPDR标普500指数ETF)的涨幅约为3%。自2008年金融危机以来,新兴市场整体表现严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么可以推动该资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长可能会较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计,2021年新兴市场的GDP增长率为3.9%,而发达市场为1.6%。报告显示,中国和印度将推动GDP增长,新兴市场的生产率和人力资本将逐渐向发达市场水平趋同。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>-克林特·佩克鲁尔</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>Here’s What the GameStop Affair Has Taught Us<blockquote>以下是游戏驿站事件教给我们的</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s What the GameStop Affair Has Taught Us<blockquote>以下是游戏驿站事件教给我们的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-08 18:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>这篇评论最近由基金经理、研究公司和市场时事通讯作者发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教给我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>Marketfield资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2月4日:总而言之,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构(存托信托公司)所扮演的关键角色和最终权力。这件事更奇怪的一面是,有人试图将其描绘成某种形式的道德讨伐,或者是“小人物”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将获得改变生活的资金,而另一些投资者将损失可能同样具有影响力的资金一样。从这个意义上说,市场是一个精英统治,这并不等同于说它在提供结果方面总是公平的。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬,杠杆对冲基金投资者的资金大幅减少,但并未导致股市大幅调整。标普500基本上尊重50日均线的支撑,不需要跌至我们设定的“最坏情况”目标3600点。纳斯达克100指数、Russell 2000指数和MSCI新兴市场指数不需要触及相应的趋势支撑,这三个指数在1月份都成功产生了正回报,不像标普500出现了小幅亏损。随后的反弹迅速而广泛,正如技术性和短暂性催化剂所预期的那样。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。漫长的牛市现在有发展成历史性狂热的迹象。这并不意味着市场峰值即将到来,但规范过程——什么是“适当的”最终会受到极端情况的影响——意味着普通投资者承担的风险水平可能明显高于Covid之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布莱凯特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨-嗬银!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁天气预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁天气预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2月4日:周一,在Reddit的购买狂潮中,白银飙升至接近30美元的8月份高点。无论如何,白银都很坚挺,而且一直保持良好,所以无论谁盯住白银,都知道他们在做什么。白银股也大幅上涨,虽然此后有所平静,但波动性似乎仍将持续。自12月以来,白银一直保持在15周移动平均线上方,并将保持在25美元上方。下一个要超越的里程碑是30美元水平,这是本轮牛市的高点。如果明显被打破,另一条腿将会上升。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转石油近期的反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日洞察</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但也损害了石油进口国的经济,而且往往有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>这些动态的一个很好的例子是中国。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种征税。此外,中国A股大量持有跑赢大盘科技股,这些股没有从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨确实会导致国内市场在岸价格下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京谨慎的政策制定导致了中国股市的大幅抛售。如今,中国经济增长再次减速,北京正在进行一些重大监管收紧,而中国人民银行正在抽干流动性。因此,今年春天中国股市可能会出现大幅调整。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>利用这些动态的低辛烷值策略是相对于德国股市做多英国股市,同时支持隐性货币敞口。德国股票非常跑输大盘能源,德国的石油消费全部进口。与此同时,英国基准充满了能源股,英国仍然是石油生产国,即使它进口部分石油(布伦特原油价格上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北更早的经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>Carret信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>Carret资产管理</i></blockquote></p><p> carret.com</p><p><blockquote>carret.com</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。利差也创下历史新高。随着全球投资者寻求收入,低收益率并不令人意外。美联储支持“堕落天使”,允许许多高收益(HY)公司以更低的利率进行再融资,并将即将到期的期限延长一天。强劲的股市预测盈利将反弹,疫苗将很快带来光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享一项关于HY债券市场风险和回报的最新学术研究:George Mason University最近发布了一份关于HY债券基金回报和相对于股票波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动率为7.7%。同期,标普500的平均年化回报率为7.8%,但波动性几乎是14.5%的两倍。结论是:HY债券的总回报接近美国股市,而波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场起飞</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对新兴市场股市来说是好年景。今年迄今为止,iShares MSCI新兴市场交易所交易基金(EEM)上涨了约8%,而SPDR S&P 500ETF(SPDR标普500指数ETF)的涨幅约为3%。自2008年金融危机以来,新兴市场整体表现严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么可以推动该资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长可能会较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计,2021年新兴市场的GDP增长率为3.9%,而发达市场为1.6%。报告显示,中国和印度将推动GDP增长,新兴市场的生产率和人力资本将逐渐向发达市场水平趋同。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>-克林特·佩克鲁尔</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA\">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":{"GME":"游戏驿站",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195153829","content_text":"This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset Management\nmarketfield.com\nFeb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.\nWhat is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.\nThat it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.\n—Michael Shaoul, Timothy Brackett\nHeigh-Ho Silver!\nThe Aden Forecast Weekly Update\nThe Aden Forecast\nadenforecast.com\nFeb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.\n—Mary Anne and Pamela Aden\nHow to Play Oil’s Recent Rally\nDaily Insights\nBCA Research\nbcaresearch.com\nFeb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.\nA great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.\nA lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.\n—Mathieu Savary and Team\nHigh-Yield Opportunities\nCarret Credit Insight\nCarret Asset Mangaement\ncarret.com\nFeb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.\nWe want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.\n—Jason R. Graybill, Neil D. Klein\nEmerging Markets Blast Off\nPCM Report\nPeak Capital Management\npcmstrategies.com\nFeb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.\nWhat could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.\nIn its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.\n—Clint Pekrul","news_type":1,"symbols_score_info":{"GME":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389098451,"gmtCreate":1612613143373,"gmtModify":1703763994834,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Gme growth will not be the same again","listText":"Gme growth will not be the same again","text":"Gme growth will not be the same again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389098451","repostId":"1132260998","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380738993,"gmtCreate":1612586847412,"gmtModify":1703763863994,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575506928938100","idStr":"3575506928938100"},"themes":[],"htmlText":"Sg relies on tourism especially during xmas season","listText":"Sg relies on tourism especially during xmas season","text":"Sg relies on tourism especially during xmas season","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380738993","repostId":"2109726787","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":322967139,"gmtCreate":1615768103521,"gmtModify":1703492627629,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"JD to watch also","listText":"JD to watch also","text":"JD to watch also","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322967139","repostId":"1155155337","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357930919,"gmtCreate":1617229184931,"gmtModify":1634521989014,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Picking up us economy","listText":"Picking up us economy","text":"Picking up us economy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357930919","repostId":"1196818239","repostType":4,"isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350385571,"gmtCreate":1616160964593,"gmtModify":1634526940402,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Madness? ","listText":"Madness? ","text":"Madness?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350385571","repostId":"1102451613","repostType":4,"repost":{"id":"1102451613","kind":"news","pubTimestamp":1616160196,"share":"https://www.laohu8.com/m/news/1102451613?lang=zh_CN&edition=full","pubTime":"2021-03-19 21:23","market":"us","language":"en","title":"8 Stocks To Watch For 2021 March Madness<blockquote>2021年三月疯狂值得关注的8只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102451613","media":"Benzinga","summary":"After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NC","content":"<p><div> After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NCAA Basketball tournament kicking off this weekend. Sports fans, sports bettors and advertisers are ...</p><p><blockquote><div>在新冠肺炎疫情关闭了2020年疯狂三月后,许多人对本周末开始的2021年NCAA篮球锦标赛感到兴奋。体育迷、体育博彩者和广告商是...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Stocks To Watch For 2021 March Madness<blockquote>2021年三月疯狂值得关注的8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\">\n8 Stocks To Watch For 2021 March Madness<blockquote>2021年三月疯狂值得关注的8只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-19 21:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NCAA Basketball tournament kicking off this weekend. Sports fans, sports bettors and advertisers are ...</p><p><blockquote><div>在新冠肺炎疫情关闭了2020年疯狂三月后,许多人对本周末开始的2021年NCAA篮球锦标赛感到兴奋。体育迷、体育博彩者和广告商是...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/small-cap/21/03/20213971/8-stocks-to-watch-for-2021-march-madness","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102451613","content_text":"After the COVID-19 pandemic shut down March Madness in 2020, many people are excited for the 2021 NCAA Basketball tournament kicking off this weekend. Sports fans, sports bettors and advertisers are among the parties ready for games to take place.\nHere's a look at some publicly traded companies that are ready for March Madness to begin.\nCBS:This could be a strong year forViacomCBS IncVIAC, the host of both the Super Bowl and games from March Madness. CBS could see March Madness advertising revenue. The companytold reporterslast week that the ads were “virtually sold out.”\nEighty percent of linear advertisers will also have a digital advertising presence. Around 90% of last year’s planned advertisers are airing ads this year after last year’s canceled tournament.\nOver 100 advertisers are signed between CBS and its partner Turner Sports. The top five advertiser categories are insurance, automotive, financials, telecommunications and restaurants.\nCBS hascoverageof games in each round and has the exclusive coverage of the Final Four and Championship games.\nSee Also:How ViacomCBS Became The Latest 'YOLO Stock'\nAT&T:Turner Sports, a segment of AT&TT, has rights to March Madness games along with CBS. Games will be aired on the TBS and truTV channels. These channels will have the rights to all of the Play-In games on Thursday night.\nGames will air on TBS, truTV and TNT on Friday, Saturday, Sunday and Monday. Turner will have coverage of games in the first four rounds.\nSports Betting Companies:In 2019, only seven states had legal sports betting for the March Madness tournament. Adults in 20 states and Washington, D.C. will be able to bet on sports for March Madness in 2021. Over 86 million people will be able to place wagers compared to 26 million in 2019.\nIn 2021, Play USAestimates between $1 billion and $1.5 billion could be wagered on March Madness. While the Super Bowl is the most bet on game of the year, the combination of more than 60 games makes March Madness the largest bet sporting event.\n“The 2021 NCAA Tournament will be the most widely bet-on sporting event in U.S. history,\" said PlayUSA.com analyst Eric Ramsey.\nThe predictions for the total amount are hard given the increased number of states to legalize; no numbers from 2020 for comparison purposes; and the continued pandemic hitting retail sportsbooks, Ramsey said.\nWith the huge predictions set for sports betting on March Madness, the stocks to watch include DraftKings IncDKNG,Penn National Gaming IncPENN,MGM Resorts InternationalMGM,Rush Street InteractiveRSIandGolden Nugget Online Gaming IncGNOG.\nGenius Sports:Set togo publicin a SPAC merger withdMY Technology Inc IIDMYD 0.13%, Genius Sports provides data to sports betting partners.\nGenius Sports has a 10-yearexclusivedeal with the NCAA that includes coverage of Men’s Basketball. 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again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389098451","repostId":"1132260998","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186765025,"gmtCreate":1623543102167,"gmtModify":1634032064919,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Higher, higher!!","listText":"Higher, higher!!","text":"Higher, higher!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186765025","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","kind":"news","pubTimestamp":1623537503,"share":"https://www.laohu8.com/m/news/1185020128?lang=zh_CN&edition=full","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme股票飙升1,000%,领跑这两只顶级小盘股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p><p><blockquote>游戏驿站可能是SPDR S&P 600小型股价值中最大的持股,但这并不是该ETF击败成长型股票的唯一原因。</blockquote></p><p> The $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p><p><blockquote>这只价值42亿美元的价值基金追踪S&P SmallCap 600价值指数(SLYV),该指数由根据账面价值与价格比率、市盈率和销售价格比率具有最强价值特征的股票组成。截至周四收盘,SLYV今年上涨了32%。</blockquote></p><p> That more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p><p><blockquote>这是成长型股票SPDR S&P 600 Small Cap Growth(SLYG)回报率的两倍多,后者上涨了15%。SLYG跟踪的指数包括基于销售增长、盈利价格变化和动量的增长特征最强的股票。</blockquote></p><p> Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.</p><p><blockquote>回到SLYV,金融业占资产比重最大,占资产的24%。工业股约占17%,非必需消费品股15%,房地产股10%。其次是信息技术,占8%,材料、能源和医疗保健,各占6%。消费品、公用事业和通信服务的较小头寸占其余部分。</blockquote></p><p> SPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.</p><p><blockquote>SPDR S&P 600 Small Cap Value位居IBD ETF领先者之列,但SPDR S&P 600 Small Cap Growth则不然。</blockquote></p><p> <b>GameStop Stock Leads</b></p><p><blockquote><b>游戏驿站股票领先</b></blockquote></p><p> <b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p><p><blockquote><b>游戏驿站</b>(GME),<b>梅西百货</b>(M),<b>PDC能源</b>(PDCE),<b>Resideo技术</b>(雷齐)和<b>联合银行</b>(BKU)是截至周三的前五大持股。</blockquote></p><p> <b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath & Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p><p><blockquote><b>太平洋卓越银行</b>(PPBI),<b>贝德柏士比昂公司</b>(BBBY),<b>美国银行</b>(ABCB),<b>第一夏威夷人</b>(FHB)和<b>洞察企业</b>(NSIT)跻身前十名。</blockquote></p><p> GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p><p><blockquote>游戏驿站今年经历了大幅波动。今年早些时候,在Reddit/WallStreetBets人群推动的空头挤压反弹中,该股飙升了约2,500%。GME股票随后从1月28日的高点暴跌92%至2月中旬的低点。随后在接下来的三周内飙升805%,在接下来的两周内下跌66%。</blockquote></p><p> Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p><p><blockquote>此后,股价一直相对低迷,直到周四暴跌27%。即便如此,截至周四收盘,游戏驿站股价今年迄今仍上涨了1,070%。</blockquote></p><p> Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p><p><blockquote>GME会夸大SLYV的业绩吗?当然,考虑到其四位数的增益。但看看SLYG的投资组合很有趣。游戏驿站股票也是成长型股票ETF中持股最多的股票,尽管前10名中的其他股票差异很大。</blockquote></p><p> <b>Second Meme Stock In Top 10</b></p><p><blockquote><b>前十名中的第二只模因股票</b></blockquote></p><p> PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p><p><blockquote>PDC Energy上涨130%,在前十名中涨幅第二大。这家总部位于科罗拉多州的石油和天然气勘探公司的相对强度评级为97,这意味着它在所有股票中排名前3%。其相对强弱线位于52周高点,这是一个看涨信号。</blockquote></p><p> Bed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p><p><blockquote>另一只模因股票Bed Bath&Beyond今年上涨了78%。在一系列两位数的剧烈波动中,股价在1月份飙升了200%以上。BBBY股票随后回吐了大部分涨幅。</blockquote></p><p> But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.</p><p><blockquote>但这家家居用品零售商似乎又重新受到了WallStreetBets讨论组的关注。6月2日,Bed Bath&Beyond股价飙升62%,随后第二个交易日暴跌28%。</blockquote></p><p> The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.</p><p><blockquote>其余前10只股票的表现也优于大盘。梅西百货今年迄今上涨了68%,而Resideo、Pacific Premier和Ameris的涨幅均超过40%。涨幅最低的银行控股公司First Hawaiian上涨了20%。截至周四收盘,标普500上涨了13%。</blockquote></p><p> SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.</p><p><blockquote>根据MarketSmithChart分析,SLYV仍处于带手柄acup的87.29入场点的潜在买入范围内。SLYV和SLYG收取0.15%的费用率。</blockquote></p><p></p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme股票飙升1,000%,领跑这两只顶级小盘股</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays<blockquote>Meme股票飙升1,000%,领跑这两只顶级小盘股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-06-13 06:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p><p><blockquote>游戏驿站可能是SPDR S&P 600小型股价值中最大的持股,但这并不是该ETF击败成长型股票的唯一原因。</blockquote></p><p> The $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p><p><blockquote>这只价值42亿美元的价值基金追踪S&P SmallCap 600价值指数(SLYV),该指数由根据账面价值与价格比率、市盈率和销售价格比率具有最强价值特征的股票组成。截至周四收盘,SLYV今年上涨了32%。</blockquote></p><p> That more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p><p><blockquote>这是成长型股票SPDR S&P 600 Small Cap Growth(SLYG)回报率的两倍多,后者上涨了15%。SLYG跟踪的指数包括基于销售增长、盈利价格变化和动量的增长特征最强的股票。</blockquote></p><p> Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.</p><p><blockquote>回到SLYV,金融业占资产比重最大,占资产的24%。工业股约占17%,非必需消费品股15%,房地产股10%。其次是信息技术,占8%,材料、能源和医疗保健,各占6%。消费品、公用事业和通信服务的较小头寸占其余部分。</blockquote></p><p> SPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.</p><p><blockquote>SPDR S&P 600 Small Cap Value位居IBD ETF领先者之列,但SPDR S&P 600 Small Cap Growth则不然。</blockquote></p><p> <b>GameStop Stock Leads</b></p><p><blockquote><b>游戏驿站股票领先</b></blockquote></p><p> <b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p><p><blockquote><b>游戏驿站</b>(GME),<b>梅西百货</b>(M),<b>PDC能源</b>(PDCE),<b>Resideo技术</b>(雷齐)和<b>联合银行</b>(BKU)是截至周三的前五大持股。</blockquote></p><p> <b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath & Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p><p><blockquote><b>太平洋卓越银行</b>(PPBI),<b>贝德柏士比昂公司</b>(BBBY),<b>美国银行</b>(ABCB),<b>第一夏威夷人</b>(FHB)和<b>洞察企业</b>(NSIT)跻身前十名。</blockquote></p><p> GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p><p><blockquote>游戏驿站今年经历了大幅波动。今年早些时候,在Reddit/WallStreetBets人群推动的空头挤压反弹中,该股飙升了约2,500%。GME股票随后从1月28日的高点暴跌92%至2月中旬的低点。随后在接下来的三周内飙升805%,在接下来的两周内下跌66%。</blockquote></p><p> Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p><p><blockquote>此后,股价一直相对低迷,直到周四暴跌27%。即便如此,截至周四收盘,游戏驿站股价今年迄今仍上涨了1,070%。</blockquote></p><p> Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p><p><blockquote>GME会夸大SLYV的业绩吗?当然,考虑到其四位数的增益。但看看SLYG的投资组合很有趣。游戏驿站股票也是成长型股票ETF中持股最多的股票,尽管前10名中的其他股票差异很大。</blockquote></p><p> <b>Second Meme Stock In Top 10</b></p><p><blockquote><b>前十名中的第二只模因股票</b></blockquote></p><p> PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p><p><blockquote>PDC Energy上涨130%,在前十名中涨幅第二大。这家总部位于科罗拉多州的石油和天然气勘探公司的相对强度评级为97,这意味着它在所有股票中排名前3%。其相对强弱线位于52周高点,这是一个看涨信号。</blockquote></p><p> Bed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p><p><blockquote>另一只模因股票Bed Bath&Beyond今年上涨了78%。在一系列两位数的剧烈波动中,股价在1月份飙升了200%以上。BBBY股票随后回吐了大部分涨幅。</blockquote></p><p> But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.</p><p><blockquote>但这家家居用品零售商似乎又重新受到了WallStreetBets讨论组的关注。6月2日,Bed Bath&Beyond股价飙升62%,随后第二个交易日暴跌28%。</blockquote></p><p> The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.</p><p><blockquote>其余前10只股票的表现也优于大盘。梅西百货今年迄今上涨了68%,而Resideo、Pacific Premier和Ameris的涨幅均超过40%。涨幅最低的银行控股公司First Hawaiian上涨了20%。截至周四收盘,标普500上涨了13%。</blockquote></p><p> SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.</p><p><blockquote>根据MarketSmithChart分析,SLYV仍处于带手柄acup的87.29入场点的潜在买入范围内。SLYV和SLYG收取0.15%的费用率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">investors</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":{"BBBY":"Bed Bath & Beyond, Inc.","PDCE":"PDC Energy"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1,"symbols_score_info":{"PDCE":0.9,"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359127913,"gmtCreate":1616375700732,"gmtModify":1634526192379,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Watch first","listText":"Watch first","text":"Watch first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359127913","repostId":"1162363864","repostType":4,"repost":{"id":"1162363864","kind":"news","pubTimestamp":1616372849,"share":"https://www.laohu8.com/m/news/1162363864?lang=zh_CN&edition=full","pubTime":"2021-03-22 08:27","market":"us","language":"en","title":"GameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Adobe、Honeywell、Darden Restaurants和其他本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162363864","media":"barrons","summary":"The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The","content":"<p>The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.</p><p><blockquote>在财报季之间的平静时期,本周的财报日历再次稀疏。发布报告的少数大公司包括周二的Adobe和Gamestopon、周三的General Millson和周四的Darden Restaurants。联合利华和霍尼韦尔国际将分别于周一和周四举办投资者活动。Huntington Bancshares和TCF Financial的股东将于周四就两家公司拟议的合并进行投票。</blockquote></p><p> Economic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation, the Personal Consumption Expenditures Price Index for February, will also be out on Friday.</p><p><blockquote>本周公布的经济数据包括人口普查局2月份耐用品报告(被视为商业投资的良好指标)以及IHS Markit 3月份制造业和服务业采购经理人指数,所有数据均于周三公布。周五,经济分析局将公布2月份个人收入和支出数据。美联储首选的通胀指标——2月份个人消费支出价格指数也将于周五公布。</blockquote></p><p> Other releases include the National Association of Realtors’ existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’ third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February, at a 4.1% annualized rate of growth.</p><p><blockquote>其他发布的数据包括周一全国房地产经纪人协会2月份现房销售数据和周二人口普查局2月份新单户住宅销售数据。最后,周四,经济分析局对2020年第四季度GDP的第三次也是最终估计预计与2月底的第二次估计持平,年化增长率为4.1%。</blockquote></p><p> Monday 3/22</p><p><blockquote>3/22星期一</blockquote></p><p> <b>The National Association</b>of Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.</p><p><blockquote><b>全国协会</b>房地产经纪人报告二月份现房销售情况。市场普遍估计,经季节调整后的房屋销售量为655万套,略低于1月份的数据。由于房屋库存创下历史新低,1月份成屋销售价格中位数为303,900美元,同比上涨14.1%。</blockquote></p><p> <b>The Federal Reserve</b>Bank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.</p><p><blockquote><b>美联储</b>芝加哥银行发布2月份全国活动指数。经济学家预测为0.68,与1月份的0.66大致持平。积极的读数表明经济增长速度快于历史趋势。</blockquote></p><p> <b>Unilever hosts</b>an investor presentation to discuss its U.S. operations.</p><p><blockquote><b>联合利华主机</b>讨论其美国业务的投资者演示文稿。</blockquote></p><p> Tuesday 3/23</p><p><blockquote>星期二3/23</blockquote></p><p> <b>Adobe, IHS Markit,</b>and GameStop report quarterly results.</p><p><blockquote><b>Adobe、IHS Markit、</b>和游戏驿站报告季度业绩。</blockquote></p><p> <b>The Census Bureau</b>reports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.</p><p><blockquote><b>人口普查局</b>报告二月份新单户住宅销售情况。预计经季节调整后的年增长率为90万套房屋,略低于1月份的数字。新房销售刚刚脱离去年7月创下的金融危机后峰值。</blockquote></p><p> Wednesday 3/24</p><p><blockquote>星期三3/24</blockquote></p><p> <b>General Mills releases</b>fiscal third-quarter earnings.</p><p><blockquote><b>通用磨坊发布</b>第三财季收益。</blockquote></p><p> <b>The Census Bureau</b>releases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.</p><p><blockquote><b>人口普查局</b>发布2月份耐用品报告。普遍的看涨期权是耐用品制造业新订单环比增长0.5%,达到2580亿美元。不包括运输,新订单也增长了0.5%。相比之下,1月份的增幅分别为3.4%和1.3%。</blockquote></p><p> <b>IHS Markit releases</b>both its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.</p><p><blockquote><b>IHS Markit发布</b>3月份制造业和服务业采购经理人指数。经济学家预测制造业PMI为58.8,服务业PMI为59.8,均与2月份数据相似。上个月,两项PMI的综合读数均创下六年来的新高。</blockquote></p><p> Thursday 3/25</p><p><blockquote>3/25星期四</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.</p><p><blockquote><b>经济局</b>分析报告了对2020年第四季度GDP的第三次也是最终估计。经济学家预测年增长率为4.1%,与东亚银行2月底发布的第二次估计持平。</blockquote></p><p> <b>Honeywell International</b>hosts a webcast to discuss its sustainability initiatives.</p><p><blockquote><b>霍尼韦尔国际</b>主持网络广播,讨论其可持续发展计划。</blockquote></p><p> <b>Huntington Bancshares</b>and TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.</p><p><blockquote><b>亨廷顿银行股份公司</b>和TCF Financial召开特别股东大会,寻求批准他们于12月首次宣布的60亿美元合并。合并后的公司将成为美国十大地区性银行之一。</blockquote></p><p> Friday 3/26</p><p><blockquote>星期五3/26</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.</p><p><blockquote><b>经济局</b>分析报告了2月份的个人收入和支出数据。收入预计将环比下降7.5%,而1月份则增长10%。支出预计将持平,此前增长2.4%。美联储青睐的通胀指标个人消费支出价格指数预计同比上涨1.5%,与1月份数据持平。</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>GameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Adobe、Honeywell、Darden Restaurants和其他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\">\nGameStop, Adobe, Honeywell, Darden Restaurants, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Adobe、Honeywell、Darden Restaurants和其他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\">2021-03-22 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.</p><p><blockquote>在财报季之间的平静时期,本周的财报日历再次稀疏。发布报告的少数大公司包括周二的Adobe和Gamestopon、周三的General Millson和周四的Darden Restaurants。联合利华和霍尼韦尔国际将分别于周一和周四举办投资者活动。Huntington Bancshares和TCF Financial的股东将于周四就两家公司拟议的合并进行投票。</blockquote></p><p> Economic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation, the Personal Consumption Expenditures Price Index for February, will also be out on Friday.</p><p><blockquote>本周公布的经济数据包括人口普查局2月份耐用品报告(被视为商业投资的良好指标)以及IHS Markit 3月份制造业和服务业采购经理人指数,所有数据均于周三公布。周五,经济分析局将公布2月份个人收入和支出数据。美联储首选的通胀指标——2月份个人消费支出价格指数也将于周五公布。</blockquote></p><p> Other releases include the National Association of Realtors’ existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’ third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February, at a 4.1% annualized rate of growth.</p><p><blockquote>其他发布的数据包括周一全国房地产经纪人协会2月份现房销售数据和周二人口普查局2月份新单户住宅销售数据。最后,周四,经济分析局对2020年第四季度GDP的第三次也是最终估计预计与2月底的第二次估计持平,年化增长率为4.1%。</blockquote></p><p> Monday 3/22</p><p><blockquote>3/22星期一</blockquote></p><p> <b>The National Association</b>of Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.</p><p><blockquote><b>全国协会</b>房地产经纪人报告二月份现房销售情况。市场普遍估计,经季节调整后的房屋销售量为655万套,略低于1月份的数据。由于房屋库存创下历史新低,1月份成屋销售价格中位数为303,900美元,同比上涨14.1%。</blockquote></p><p> <b>The Federal Reserve</b>Bank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.</p><p><blockquote><b>美联储</b>芝加哥银行发布2月份全国活动指数。经济学家预测为0.68,与1月份的0.66大致持平。积极的读数表明经济增长速度快于历史趋势。</blockquote></p><p> <b>Unilever hosts</b>an investor presentation to discuss its U.S. operations.</p><p><blockquote><b>联合利华主机</b>讨论其美国业务的投资者演示文稿。</blockquote></p><p> Tuesday 3/23</p><p><blockquote>星期二3/23</blockquote></p><p> <b>Adobe, IHS Markit,</b>and GameStop report quarterly results.</p><p><blockquote><b>Adobe、IHS Markit、</b>和游戏驿站报告季度业绩。</blockquote></p><p> <b>The Census Bureau</b>reports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.</p><p><blockquote><b>人口普查局</b>报告二月份新单户住宅销售情况。预计经季节调整后的年增长率为90万套房屋,略低于1月份的数字。新房销售刚刚脱离去年7月创下的金融危机后峰值。</blockquote></p><p> Wednesday 3/24</p><p><blockquote>星期三3/24</blockquote></p><p> <b>General Mills releases</b>fiscal third-quarter earnings.</p><p><blockquote><b>通用磨坊发布</b>第三财季收益。</blockquote></p><p> <b>The Census Bureau</b>releases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.</p><p><blockquote><b>人口普查局</b>发布2月份耐用品报告。普遍的看涨期权是耐用品制造业新订单环比增长0.5%,达到2580亿美元。不包括运输,新订单也增长了0.5%。相比之下,1月份的增幅分别为3.4%和1.3%。</blockquote></p><p> <b>IHS Markit releases</b>both its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.</p><p><blockquote><b>IHS Markit发布</b>3月份制造业和服务业采购经理人指数。经济学家预测制造业PMI为58.8,服务业PMI为59.8,均与2月份数据相似。上个月,两项PMI的综合读数均创下六年来的新高。</blockquote></p><p> Thursday 3/25</p><p><blockquote>3/25星期四</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.</p><p><blockquote><b>经济局</b>分析报告了对2020年第四季度GDP的第三次也是最终估计。经济学家预测年增长率为4.1%,与东亚银行2月底发布的第二次估计持平。</blockquote></p><p> <b>Honeywell International</b>hosts a webcast to discuss its sustainability initiatives.</p><p><blockquote><b>霍尼韦尔国际</b>主持网络广播,讨论其可持续发展计划。</blockquote></p><p> <b>Huntington Bancshares</b>and TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.</p><p><blockquote><b>亨廷顿银行股份公司</b>和TCF Financial召开特别股东大会,寻求批准他们于12月首次宣布的60亿美元合并。合并后的公司将成为美国十大地区性银行之一。</blockquote></p><p> Friday 3/26</p><p><blockquote>星期五3/26</blockquote></p><p> <b>The Bureau of Economic</b>Analysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.</p><p><blockquote><b>经济局</b>分析报告了2月份的个人收入和支出数据。收入预计将环比下降7.5%,而1月份则增长10%。支出预计将持平,此前增长2.4%。美联储青睐的通胀指标个人消费支出价格指数预计同比上涨1.5%,与1月份数据持平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-adobe-honeywell-darden-restaurants-and-other-stocks-for-investors-to-watch-this-week-51616353213?mod=hp_LATEST\">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":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-adobe-honeywell-darden-restaurants-and-other-stocks-for-investors-to-watch-this-week-51616353213?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162363864","content_text":"The earnings calendar is again sparse this week, during a quiet period between earnings seasons. The handful of major companies reporting includeAdobeandGameStopon Tuesday,General Millson Wednesday, andDarden Restaurantson Thursday. Unilever andHoneywellInternational will host investor events on Monday and Thursday, respectively. And shareholders ofHuntington BancsharesandTCF Financialwill vote on the companies’ proposed merger on Thursday.\nEconomic data out this week includes the Census Bureau’s February durable goods report—seen as a decent proxy for business investment—and IHS Markit’sManufacturing and Services Purchasing Managers’ indexes for March, all on Wednesday. On Friday, the Bureau of Economic Analysis will report personal income and spending data for February. The Federal Reserve’s preferred measure of inflation, the Personal Consumption Expenditures Price Index for February, will also be out on Friday.\nOther releases include the National Association of Realtors’ existing-home sales data for February on Monday and the Census Bureau’s new single-family home sales for February on Tuesday. Finally on Thursday, the Bureau of Economic Analysis’ third and final estimate for fourth-quarter 2020 GDP is expected to be unchanged from its second estimate in late February, at a 4.1% annualized rate of growth.\nMonday 3/22\nThe National Associationof Realtors reports existing-home sales for February. Consensus estimate is for a seasonally adjusted annual rate of 6.55 million homes sold, slightly lower than the January data. The median existing-home sales price was $303,900 in January, up 14.1% year over year, as housing inventory hit a record low.\nThe Federal ReserveBank of Chicago releases its National Activity index for February. Economists forecast a 0.68 reading, about even with January’s 0.66. A positive reading indicates that the economy is growing faster than historical trends.\nUnilever hostsan investor presentation to discuss its U.S. operations.\nTuesday 3/23\nAdobe, IHS Markit,and GameStop report quarterly results.\nThe Census Bureaureports new single-family home sales for February. Expectations are for a seasonally adjusted annual rate of 900,000 homes sold, slightly lower than the January figure. New-home sales are just off their post-financial-crisis peak set last July.\nWednesday 3/24\nGeneral Mills releasesfiscal third-quarter earnings.\nThe Census Bureaureleases the durable goods report for February. The consensus call is for new orders of manufactured durable goods to rise 0.5% month over month to $258 billion. Excluding transportation, new orders are also seen gaining 0.5%. This compares with increases of 3.4% and 1.3%, respectively, in January.\nIHS Markit releasesboth its Manufacturing and Services Purchasing Managers’ indexes for March. Economists forecast a 58.8 reading for the Manufacturing PMI and a 59.8 reading for the Services PMI, both similar to the February data. Last month, the composite reading for both PMIs hit a six-year high.\nThursday 3/25\nThe Bureau of EconomicAnalysis reports its third and final estimate for fourth-quarter 2020 GDP. Economists forecast a 4.1% annual rate of growth, unchanged from the BEA’s second estimate, released in late February.\nHoneywell Internationalhosts a webcast to discuss its sustainability initiatives.\nHuntington Bancsharesand TCF Financial hold special shareholder meetings to seek approval for their $6 billion merger, first announced in December. The combined company would be one of the 10 largest regional banks in the U.S.\nFriday 3/26\nThe Bureau of EconomicAnalysis reports personal income and spending data for February. Income is projected to decline 7.5% month over month, compared with a 10% jump in January. Spending is expected to be flat, after increasing 2.4% previously. The Personal Consumption Expenditures Price Index, the Federal Reserve’s favored inflation gauge, is seen rising 1.5% year over year, matching the January data.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699139325,"gmtCreate":1639754325109,"gmtModify":1639754326631,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"When will nndm moon?","listText":"When will nndm moon?","text":"When will nndm moon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699139325","isVote":1,"tweetType":1,"viewCount":4324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327504652,"gmtCreate":1616107037776,"gmtModify":1634527251343,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Hoping for the best","listText":"Hoping for the best","text":"Hoping for the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327504652","repostId":"2120163660","repostType":4,"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325745818,"gmtCreate":1615940487634,"gmtModify":1703495229473,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Like and comment.[微笑] ","listText":"Like and comment.[微笑] ","text":"Like and comment.[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325745818","repostId":"1137226701","repostType":4,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322929572,"gmtCreate":1615768229496,"gmtModify":1703492631282,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Thats a bubble before Biden steps into the picture","listText":"Thats a bubble before Biden steps into the picture","text":"Thats a bubble before Biden steps into the picture","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322929572","repostId":"1100128328","repostType":4,"repost":{"id":"1100128328","kind":"news","pubTimestamp":1615563404,"share":"https://www.laohu8.com/m/news/1100128328?lang=zh_CN&edition=full","pubTime":"2021-03-12 23:36","market":"us","language":"en","title":"Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100128328","media":"Barrons","summary":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremon","content":"<p>Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后,该公司股价走低。植物,但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说,火灾只是一个正常但不幸的操作问题。特斯拉(股票代码:TSLA)没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任,该股在盘前交易中下跌约2.7%,至约680美元。对于特斯拉股东来说,这是疯狂的一周。本周初股价约为675美元,交易价格高于700美元,跌至约560美元,然后反弹,周四上涨4.7%,至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上,他向全国发表讲话,重点是在世界卫生组织宣布疫情已经开始一年后,将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说:“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说,联邦政府正在建立数百个疫苗接种点,并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息,但周五早上市场正在抛售。对于股票来说,这次讲话几乎代表了太多的好事。经济正在重新开放,因此债券收益率正在上升,给高增长股票带来压力。</blockquote></p><p>Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面,道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>出于几个原因,较高的收益率对估值高、快速增长的公司的伤害比其他公司更大。第一,它们使融资增长更加昂贵。第二,高增长公司预计将在未来产生大部分现金。与利率低时相比,利率高时现金的价值较低。在利率较高的环境下,投资者如今有更多赚取利息的选择,这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而,周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的形势。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说:“你、你的家人和朋友很有可能能够在你的后院或附近聚会,野餐……庆祝独立日。”这是个好消息。</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>Tesla Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</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 Stock Is Down. You Could Blame Joe Biden.<blockquote>特斯拉股价下跌。你可以责怪乔·拜登。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-12 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.</p><p><blockquote>CNBC报道电动汽车公司特斯拉在加利福尼亚州弗里蒙特发生火灾后,该公司股价走低。植物,但大火可能不是下降的原因。</blockquote></p><p>Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.</p><p><blockquote>对于任何制造商来说,火灾只是一个正常但不幸的操作问题。特斯拉(股票代码:TSLA)没有立即回应有关火灾或火灾可能造成的损失的置评请求。</blockquote></p><p>President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.</p><p><blockquote>总统乔·拜登可能对股价下跌负有责任,该股在盘前交易中下跌约2.7%,至约680美元。对于特斯拉股东来说,这是疯狂的一周。本周初股价约为675美元,交易价格高于700美元,跌至约560美元,然后反弹,周四上涨4.7%,至略低于700美元。</blockquote></p><p>Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.</p><p><blockquote>特斯拉所做的一切似乎都不是最近波动的原因。一切都与利率有关。</blockquote></p><p>That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.</p><p><blockquote>这就是总统发挥作用的地方。周四晚上,他向全国发表讲话,重点是在世界卫生组织宣布疫情已经开始一年后,将新冠肺炎(Covid-19)抛在脑后。</blockquote></p><p>“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.</p><p><blockquote>总统说:“所有成年美国人都有资格在5月1日之前接种疫苗。”他补充说,联邦政府正在建立数百个疫苗接种点,并采购数百万剂疫苗。</blockquote></p><p>It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.</p><p><blockquote>这是个好消息,但周五早上市场正在抛售。对于股票来说,这次讲话几乎代表了太多的好事。经济正在重新开放,因此债券收益率正在上升,给高增长股票带来压力。</blockquote></p><p>Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.</p><p><blockquote>拥有许多飙升的科技股的纳斯达克综合指数期货下跌1.6%。另一方面,道琼斯工业平均指数期货持平。</blockquote></p><p>Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.</p><p><blockquote>出于几个原因,较高的收益率对估值高、快速增长的公司的伤害比其他公司更大。第一,它们使融资增长更加昂贵。第二,高增长公司预计将在未来产生大部分现金。与利率低时相比,利率高时现金的价值较低。在利率较高的环境下,投资者如今有更多赚取利息的选择,这给高增长股票的估值带来压力。</blockquote></p><p>A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.</p><p><blockquote>然而,周五的下跌并不意味着特斯拉、电动汽车股票或纳斯达克牛市的结束。让经济重新站稳脚跟是件好事。投资者只是需要一个机会来适应不断变化的形势。</blockquote></p><p>“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.</p><p><blockquote>拜登说:“你、你的家人和朋友很有可能能够在你的后院或附近聚会,野餐……庆祝独立日。”这是个好消息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-is-down-you-could-blame-joe-biden-51615557806?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100128328","content_text":"Stock inTesla is lower after CNBC reported that the electric-vehicle company had a firein its Fremont, Calif. plant, but the blaze probably isn’t the reason for the dip.Fires are just a normal, albeit unfortunate, operating problem for any manufacturer. Tesla (ticker: TSLA) didn’t immediately respond to a request for comment about the fire or the damage it may have caused.President Joe Biden is probably responsible for the share-price decline, which left the stock about 2.7% lower in premarket trading, at about $680. It has beena wild weekfor Tesla stockholders. Shares started off the week at about $675,traded above $700and fell to about $560 before bounding back, up 4.7% Thursday, to just under $700.Nothing Tesla has done appears to be the reason for the recent volatility. It’s all about interest rates.That is where the president comes into the picture. Thursday evening, he addressed the nation, focusing on putting Covid-19 in the rearview mirror a year after the World Health Organization declared that a pandemic had begun.“All adult Americans will be eligible to get a vaccine no later than May 1,” said the president, adding the federal government is setting up hundreds of vaccination sites and procuring millions more vaccine doses.It’s good news, but the market is selling off Friday morning. For stocks, the speech represents almost too much of a good thing. The economy is reopening and, as a result,bond yields are rising, putting pressure on high-growth stocks.Futures on the Nasdaq Composite Index, home to many highflying tech stocks, are down 1.6%.Dow Jones Industrial Averagefutures, on the other hand, are flat.Higher yields hurt richly valued, fast-growing companies more than others for a couple of reasons. One, they makes funding growth more expensive. Two, high- growth companies are expected generate most of their cash far in the future. That cash is a little less valuable in present terms when rates are high, compared with when rates are low. In a higher-rate environment, investors have more options to earn interest today, which puts pressure on high-growth stocks’ valuations.A Friday dip, however,doesn’t mean the end of the bull market in Tesla, EV stocks or the Nasdaq. Getting the economy back on its feet is a good thing. Investors just need a chance to adjust to the changing landscape.“There’s a good chance you, your families and friends will be able to get together in your backyard or in your neighborhood and have a cookout …and celebrate Independence Day,” Biden said. That is great news.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381975755,"gmtCreate":1612926477877,"gmtModify":1703767023595,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"This is just the beginning","listText":"This is just the beginning","text":"This is just the beginning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381975755","repostId":"1130853289","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389587773,"gmtCreate":1612788617892,"gmtModify":1703765009651,"author":{"id":"3575506928938100","authorId":"3575506928938100","name":"旺财旺旺来","avatar":"https://static.tigerbbs.com/26b7ac711df04fdbddea43d242109632","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575506928938100","authorIdStr":"3575506928938100"},"themes":[],"htmlText":"Know what you are shorting for","listText":"Know what you are shorting for","text":"Know what you are shorting for","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389587773","repostId":"1195153829","repostType":4,"repost":{"id":"1195153829","kind":"news","pubTimestamp":1612781502,"share":"https://www.laohu8.com/m/news/1195153829?lang=zh_CN&edition=full","pubTime":"2021-02-08 18:51","market":"us","language":"en","title":"Here’s What the GameStop Affair Has Taught Us<blockquote>以下是游戏驿站事件教给我们的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195153829","media":"Barrons","summary":"This commentary was issued recently by money managers, research firms, and market newsletter writers","content":"<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>这篇评论最近由基金经理、研究公司和市场时事通讯作者发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教给我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>Marketfield资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2月4日:总而言之,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构(存托信托公司)所扮演的关键角色和最终权力。这件事更奇怪的一面是,有人试图将其描绘成某种形式的道德讨伐,或者是“小人物”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将获得改变生活的资金,而另一些投资者将损失可能同样具有影响力的资金一样。从这个意义上说,市场是一个精英统治,这并不等同于说它在提供结果方面总是公平的。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬,杠杆对冲基金投资者的资金大幅减少,但并未导致股市大幅调整。标普500基本上尊重50日均线的支撑,不需要跌至我们设定的“最坏情况”目标3600点。纳斯达克100指数、Russell 2000指数和MSCI新兴市场指数不需要触及相应的趋势支撑,这三个指数在1月份都成功产生了正回报,不像标普500出现了小幅亏损。随后的反弹迅速而广泛,正如技术性和短暂性催化剂所预期的那样。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。漫长的牛市现在有发展成历史性狂热的迹象。这并不意味着市场峰值即将到来,但规范过程——什么是“适当的”最终会受到极端情况的影响——意味着普通投资者承担的风险水平可能明显高于Covid之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布莱凯特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨-嗬银!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁天气预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁天气预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2月4日:周一,在Reddit的购买狂潮中,白银飙升至接近30美元的8月份高点。无论如何,白银都很坚挺,而且一直保持良好,所以无论谁盯住白银,都知道他们在做什么。白银股也大幅上涨,虽然此后有所平静,但波动性似乎仍将持续。自12月以来,白银一直保持在15周移动平均线上方,并将保持在25美元上方。下一个要超越的里程碑是30美元水平,这是本轮牛市的高点。如果明显被打破,另一条腿将会上升。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转石油近期的反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日洞察</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但也损害了石油进口国的经济,而且往往有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>这些动态的一个很好的例子是中国。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种征税。此外,中国A股大量持有跑赢大盘科技股,这些股没有从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨确实会导致国内市场在岸价格下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京谨慎的政策制定导致了中国股市的大幅抛售。如今,中国经济增长再次减速,北京正在进行一些重大监管收紧,而中国人民银行正在抽干流动性。因此,今年春天中国股市可能会出现大幅调整。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>利用这些动态的低辛烷值策略是相对于德国股市做多英国股市,同时支持隐性货币敞口。德国股票非常跑输大盘能源,德国的石油消费全部进口。与此同时,英国基准充满了能源股,英国仍然是石油生产国,即使它进口部分石油(布伦特原油价格上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北更早的经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>Carret信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>Carret资产管理</i></blockquote></p><p> carret.com</p><p><blockquote>carret.com</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。利差也创下历史新高。随着全球投资者寻求收入,低收益率并不令人意外。美联储支持“堕落天使”,允许许多高收益(HY)公司以更低的利率进行再融资,并将即将到期的期限延长一天。强劲的股市预测盈利将反弹,疫苗将很快带来光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享一项关于HY债券市场风险和回报的最新学术研究:George Mason University最近发布了一份关于HY债券基金回报和相对于股票波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动率为7.7%。同期,标普500的平均年化回报率为7.8%,但波动性几乎是14.5%的两倍。结论是:HY债券的总回报接近美国股市,而波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场起飞</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对新兴市场股市来说是好年景。今年迄今为止,iShares MSCI新兴市场交易所交易基金(EEM)上涨了约8%,而SPDR S&P 500ETF(SPDR标普500指数ETF)的涨幅约为3%。自2008年金融危机以来,新兴市场整体表现严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么可以推动该资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长可能会较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计,2021年新兴市场的GDP增长率为3.9%,而发达市场为1.6%。报告显示,中国和印度将推动GDP增长,新兴市场的生产率和人力资本将逐渐向发达市场水平趋同。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>-克林特·佩克鲁尔</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>Here’s What the GameStop Affair Has Taught Us<blockquote>以下是游戏驿站事件教给我们的</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s What the GameStop Affair Has Taught Us<blockquote>以下是游戏驿站事件教给我们的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-08 18:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>这篇评论最近由基金经理、研究公司和市场时事通讯作者发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教给我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>Marketfield资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2月4日:总而言之,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构(存托信托公司)所扮演的关键角色和最终权力。这件事更奇怪的一面是,有人试图将其描绘成某种形式的道德讨伐,或者是“小人物”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将获得改变生活的资金,而另一些投资者将损失可能同样具有影响力的资金一样。从这个意义上说,市场是一个精英统治,这并不等同于说它在提供结果方面总是公平的。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬,杠杆对冲基金投资者的资金大幅减少,但并未导致股市大幅调整。标普500基本上尊重50日均线的支撑,不需要跌至我们设定的“最坏情况”目标3600点。纳斯达克100指数、Russell 2000指数和MSCI新兴市场指数不需要触及相应的趋势支撑,这三个指数在1月份都成功产生了正回报,不像标普500出现了小幅亏损。随后的反弹迅速而广泛,正如技术性和短暂性催化剂所预期的那样。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。漫长的牛市现在有发展成历史性狂热的迹象。这并不意味着市场峰值即将到来,但规范过程——什么是“适当的”最终会受到极端情况的影响——意味着普通投资者承担的风险水平可能明显高于Covid之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布莱凯特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨-嗬银!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁天气预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁天气预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2月4日:周一,在Reddit的购买狂潮中,白银飙升至接近30美元的8月份高点。无论如何,白银都很坚挺,而且一直保持良好,所以无论谁盯住白银,都知道他们在做什么。白银股也大幅上涨,虽然此后有所平静,但波动性似乎仍将持续。自12月以来,白银一直保持在15周移动平均线上方,并将保持在25美元上方。下一个要超越的里程碑是30美元水平,这是本轮牛市的高点。如果明显被打破,另一条腿将会上升。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转石油近期的反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日洞察</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但也损害了石油进口国的经济,而且往往有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>这些动态的一个很好的例子是中国。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种征税。此外,中国A股大量持有跑赢大盘科技股,这些股没有从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨确实会导致国内市场在岸价格下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京谨慎的政策制定导致了中国股市的大幅抛售。如今,中国经济增长再次减速,北京正在进行一些重大监管收紧,而中国人民银行正在抽干流动性。因此,今年春天中国股市可能会出现大幅调整。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>利用这些动态的低辛烷值策略是相对于德国股市做多英国股市,同时支持隐性货币敞口。德国股票非常跑输大盘能源,德国的石油消费全部进口。与此同时,英国基准充满了能源股,英国仍然是石油生产国,即使它进口部分石油(布伦特原油价格上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北更早的经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>Carret信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>Carret资产管理</i></blockquote></p><p> carret.com</p><p><blockquote>carret.com</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。利差也创下历史新高。随着全球投资者寻求收入,低收益率并不令人意外。美联储支持“堕落天使”,允许许多高收益(HY)公司以更低的利率进行再融资,并将即将到期的期限延长一天。强劲的股市预测盈利将反弹,疫苗将很快带来光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享一项关于HY债券市场风险和回报的最新学术研究:George Mason University最近发布了一份关于HY债券基金回报和相对于股票波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动率为7.7%。同期,标普500的平均年化回报率为7.8%,但波动性几乎是14.5%的两倍。结论是:HY债券的总回报接近美国股市,而波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场起飞</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对新兴市场股市来说是好年景。今年迄今为止,iShares MSCI新兴市场交易所交易基金(EEM)上涨了约8%,而SPDR S&P 500ETF(SPDR标普500指数ETF)的涨幅约为3%。自2008年金融危机以来,新兴市场整体表现严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么可以推动该资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长可能会较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计,2021年新兴市场的GDP增长率为3.9%,而发达市场为1.6%。报告显示,中国和印度将推动GDP增长,新兴市场的生产率和人力资本将逐渐向发达市场水平趋同。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>-克林特·佩克鲁尔</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA\">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":{"GME":"游戏驿站",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195153829","content_text":"This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset Management\nmarketfield.com\nFeb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.\nWhat is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.\nThat it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.\n—Michael Shaoul, Timothy Brackett\nHeigh-Ho Silver!\nThe Aden Forecast Weekly Update\nThe Aden Forecast\nadenforecast.com\nFeb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.\n—Mary Anne and Pamela Aden\nHow to Play Oil’s Recent Rally\nDaily Insights\nBCA Research\nbcaresearch.com\nFeb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.\nA great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.\nA lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.\n—Mathieu Savary and Team\nHigh-Yield Opportunities\nCarret Credit Insight\nCarret Asset Mangaement\ncarret.com\nFeb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.\nWe want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.\n—Jason R. Graybill, Neil D. Klein\nEmerging Markets Blast Off\nPCM Report\nPeak Capital Management\npcmstrategies.com\nFeb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.\nWhat could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.\nIn its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.\n—Clint Pekrul","news_type":1,"symbols_score_info":{"GME":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}