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RussY

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2021-10-06

$AMC Entertainment(AMC)$To the moon is nothing but Day dreaming.. look at the balance sheet, is it even sustainable ?

2021-05-14

$Vaxart, Inc(VXRT)$Never gonna let such counter burn me again

2021-05-08

modest profit is better than a loss

2021-05-04

$Vaxart, Inc(VXRT)$Fall please

2021-04-23

Nice

Should you buy Microsoft stock? Here are the key numbers to look at now<blockquote>你应该购买微软股票吗？以下是现在需要关注的关键数字</blockquote>

2021-04-23

Nice

抱歉，原内容已删除

2021-04-23

$NIO Inc.(NIO)$Hmmm

2021-04-22

$NIO Inc.(NIO)$Not bad already

2021-04-21

$UBS Group AG(UBS)$Free gift thanks Tiger

2021-04-20

$AMC Entertainment(AMC)$Fall further

2021-04-18

$AMC Entertainment(AMC)$Keep falling

2021-04-15

$AMC Entertainment(AMC)$:(

2021-04-14

Any opinions on this counter?

2021-04-14

$GameStop(GME)$Please fall further

2021-04-12

$GameStop(GME)$Better than negative no matter how teeny tiny the profit is

2021-04-12

Nice

‘Don’t fight the Fed,’ Goldman says. These stocks can benefit from higher inflation<blockquote>戈德曼说：“不要与美联储对抗。”这些股票可以受益于更高的通胀</blockquote>

2021-04-12

Nice

XPeng to Debut New LiDAR-Equipped Smart EV<blockquote>小鹏汽车将推出配备激光雷达的新型智能电动汽车</blockquote>

2021-04-10

Nice

抱歉，原内容已删除

2021-04-10

Nice

抱歉，原内容已删除

2021-04-10

What’s the outlook for this?

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>To the moon is nothing but Day dreaming.. look at the balance sheet, is it even sustainable ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>To the moon is nothing but Day dreaming.. look at the balance sheet, is it even sustainable ?&nbsp;","text":"$AMC Entertainment(AMC)$To the moon is nothing but Day dreaming.. look at the balance sheet, is it even sustainable ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829528150","isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198201235,"gmtCreate":1620958830827,"gmtModify":1631887437464,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Never gonna let such counter burn me again&nbsp;","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Never gonna let such counter burn me again&nbsp;","text":"$Vaxart, Inc(VXRT)$Never gonna let such counter burn me again","images":[{"img":"https://static.tigerbbs.com/575b9b37eb1fe043d35a44b0bc61e9a5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198201235","isVote":1,"tweetType":1,"viewCount":3721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107127827,"gmtCreate":1620455752969,"gmtModify":1634198603592,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"modest profit is better than a loss&nbsp;","listText":"modest profit is better than a loss&nbsp;","text":"modest profit is better than a loss","images":[{"img":"https://static.tigerbbs.com/d1c023809ce655f1f7f2b43e742f8778","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107127827","isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106564572,"gmtCreate":1620135290996,"gmtModify":1631887437609,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Fall please","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Fall please","text":"$Vaxart, Inc(VXRT)$Fall please","images":[{"img":"https://static.tigerbbs.com/2d7becd160f1419090e67e98d143fd7f","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106564572","isVote":1,"tweetType":1,"viewCount":2559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372189154,"gmtCreate":1619185900778,"gmtModify":1634287916024,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"&nbsp;Nice&nbsp;","listText":"&nbsp;Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372189154","repostId":"2129095352","repostType":4,"repost":{"id":"2129095352","kind":"highlight","pubTimestamp":1619184019,"share":"https://www.laohu8.com/m/news/2129095352?lang=zh_CN&edition=full","pubTime":"2021-04-23 21:20","market":"us","language":"en","title":"Should you buy Microsoft stock? Here are the key numbers to look at now<blockquote>你应该购买微软股票吗？以下是现在需要关注的关键数字</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2129095352","media":"MarketWatch","summary":"These are the key metrics for and stock valuation for Microsoft.\nHalo Infinite, developed by Microso","content":"<p>These are the key metrics for and stock valuation for Microsoft.</p><p><blockquote>这些是微软股票估值的关键指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb47fe42a76d552195e0652645da1f99\" tg-width=\"1260\" tg-height=\"709\"><span>Halo Infinite, developed by Microsoft's Xbox Game Studios. (Microsoft Corp.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>光环无限，由微软Xbox游戏工作室开发。（微软公司）</span></p></blockquote></p><p> If you are thinking about buying shares of Microsoft Corp., or already own them, you need to understand key metrics and issues related to the company.</p><p><blockquote>如果你正在考虑购买微软公司的股票，或者已经拥有它们，你需要了解与该公司相关的关键指标和问题。</blockquote></p><p> The numbers, below, show how Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> stacks up against competitors, and where its strengths and weaknesses lie. Keep in mind that no two companies are alike -- even rivals don't compete in every space. Investors need to do their own research to make informed long-term decisions.</p><p><blockquote>下面的数字显示了微软如何<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>与竞争对手的竞争，以及它的优势和劣势所在。请记住，没有两家公司是完全相同的——即使是竞争对手也不会在每个领域竞争。投资者需要自己做研究，以做出明智的长期决策。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Since Satya Nadella took over as CEO in February 2014 and dramatically changed the direction of this software giant co-founded by Bill Gates, Microsoft has become a key player in cloud computing. That move has paid off handsomely for investors. The stock is up 680% since then, including dividends, more than four times that of the S&amp;P 500 Index .</p><p><blockquote>自从Satya Nadella于2014年2月接任CEO并戏剧性地改变了这家由Bill Gates共同创立的软件巨头的发展方向以来，微软已经成为云计算领域的关键参与者。此举为投资者带来了丰厚的回报。此后，包括股息在内，该股上涨了 680%，是标普500指数的四倍多。</blockquote></p><p> There may be more outperformance ahead for the stock because growth remains so robust, despite the size of this company. Microsoft has a $1.9 trillion market capitalization. Often companies of this size have a hard time posting fast growth simply because they are so large. Yet this 46-year-old software company put up 16.7% sales growth in the fourth quarter.</p><p><blockquote>尽管该公司规模庞大，但该股未来的表现可能会更加强劲，因为尽管该公司规模庞大，但增长仍然如此强劲。微软的市值为 1.9 万亿美元。通常这种规模的公司很难实现快速增长，仅仅是因为它们太大了。然而，这家拥有 46 年历史的软件公司第四季度销售额增长了 16.7%。</blockquote></p><p> Microsoft's server products and cloud offerings, a $41.4 billion business last year, grew 25.8% in the fourth quarter. The hottest product line is Azure cloud services. Customers like Azure because it helps them become more productive and competitive. So, they will continue to join up, and expand their usage once they sign on.</p><p><blockquote>微软的服务器产品和云产品去年价值 414 亿美元，第四季度增长了 25.8%。最热门的产品线是Azure云服务。客户喜欢Azure，因为它可以帮助他们提高工作效率和竞争力。因此，他们将继续加入，并扩大他们的使用，一旦他们签约。</blockquote></p><p> \"We are witnessing the dawn of a second wave of digital transformation sweeping every company and every industry,\" Nadella has said.</p><p><blockquote>纳德拉表示：“我们正在见证第二波数字化转型的曙光，席卷每家公司和每个行业。”</blockquote></p><p> Already at $29 billion a year, Azure sales are growing 50% annually, estimates Goldman Sachs analyst Kash Rangan. (Microsoft does not break out the numbers or offer projections for Azure.) Microsoft also offers artificial intelligence software; Microsoft Office suite products like Word, XL and Outlook; popular video-game hardware; the LinkedIn professional networking site; and, of course, Windows. You can see that four of those business lines are growing at 10% or more, but Windows and search are sluggish.</p><p><blockquote>高盛分析师 Kash Rangan 估计，Azure 的年销售额已经达到 290 亿美元，每年增长 50%。（微软没有详细说明这些数字，也没有提供 Azure 的预测。）微软还提供人工智能软件；Word、XL和Outlook等微软办公套件产品；流行的视频游戏硬件；LinkedIn专业社交网站；当然，还有窗户。你可以看到其中四个业务线的增长率在10%或更高，但Windows和搜索却很低迷。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39b29ebf285f8b1bdff7a30678ed3d03\" tg-width=\"1260\" tg-height=\"962\"><span>(COMPANY FILING)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（公司备案）</span></p></blockquote></p><p> <b>Geographic reach</b></p><p><blockquote><b>地理范围</b></blockquote></p><p> Microsoft does half its business outside the U.S. This is good for investors because during times of robust, synchronized global growth like we see now, emerging economies tend to grow much faster than the U.S.</p><p><blockquote>微软一半的业务在美国境外开展。这对投资者有利，因为在我们现在看到的强劲、同步的全球增长时期，新兴经济体的增长速度往往比美国快得多。</blockquote></p><p> \"We are investing to bring our cloud services to more customers announcing seven new data center regions in Asia, Europe and Latin America,\" Nadella has announced.</p><p><blockquote>纳德拉宣布：“我们正在投资将我们的云服务带给更多客户，宣布在亚洲、欧洲和拉丁美洲建立七个新的数据中心区域。”</blockquote></p><p> A vulnerability is that a stronger dollar would hurt Microsoft, since this would reduce the value of foreign earnings as they get exchanged for greenbacks.</p><p><blockquote>一个弱点是，美元走强会损害微软，因为这将降低外汇收入兑换成美元的价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/888b5218048ba9cd41f3c78463e77136\" tg-width=\"1146\" tg-height=\"504\"><span>(COMPANY FILING)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（公司备案）</span></p></blockquote></p><p> <b>Profitability</b></p><p><blockquote><b>盈利能力</b></blockquote></p><p> Overall, Microsoft isn't growing as fast as many of its competitors. But the popularity of its cloud products and services supports superior profit margins. For investors, this makes up for the relatively slower sales growth.</p><p><blockquote>总体而言，微软的增长速度不如许多竞争对手。但其云产品和服务的受欢迎程度支持了更高的利润率。对于投资者来说，这弥补了相对较慢的销售增长。</blockquote></p><p> \"Microsoft has pulled ahead of the pack with a state-of-the-art cloud platform,\" says J.P. Morgan analyst Mark Murphy.</p><p><blockquote>摩根大通分析师 Mark Murphy 表示：“微软凭借最先进的云平台领先于市场。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e55242f7594f23a1911381f4db6228d\" tg-width=\"1260\" tg-height=\"503\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Companies with lots of cash and solid cash flow have an edge because this helps them avoid the need to rely on banks for dilutive capital raises. It puts them in control of their own destinies. Microsoft uses its cash to buy back stock and pay a 0.87% dividend yield. But it's also tapping the $132 billion cash hoard to grow through acquisitions.</p><p><blockquote>拥有大量现金和稳定现金流的公司具有优势，因为这有助于它们避免依赖银行进行稀释性融资。它让他们掌控自己的命运。微软使用现金回购股票并支付 0.87% 的股息收益率。但它也在利用 1,320 亿美元的现金储备通过收购实现增长。</blockquote></p><p> For example, Microsoft recently announced the purchase of Nuance Communications, which gives Microsoft solid inroads into the health-care sector. Nuance offers artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> used in the sector to analyze conversations and help providers communicate with patients.</p><p><blockquote>例如，微软最近宣布收购 Nuance Communications，这使得微软在医疗保健领域取得了稳固的进展。Nuance 提供人工智能<a href=\"https://laohu8.com/S/AI\">$(人工智能)$</a>用于该部门分析对话并帮助提供者与患者沟通。</blockquote></p><p></p><p> The risk is that Microsoft might make bad acquisitions and squander cash, which might otherwise have been better used by returning it to shareholders. As examples, Microsoft blundered in its purchases of Nokia's mobile-phone business and the digital-marketing-services company aQuantive. This is why many investors prefer that companies simply return cash to shareholders via dividends and buybacks, rather than risk wasting it.</p><p><blockquote>风险在于，微软可能会进行糟糕的收购并浪费现金，否则这些现金本可以通过将其返还给股东来更好地利用。例如，微软在收购诺基亚手机业务和数字营销服务公司aQuantive时就犯了错误。这就是为什么许多投资者更希望公司简单地通过股息和回购向股东返还现金，而不是冒着浪费现金的风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a3630382d2d6e12a1242ec6697cb950\" tg-width=\"1260\" tg-height=\"467\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Moat</b></p><p><blockquote><b>护城河</b></blockquote></p><p> Investing great Warren Buffett loves companies with protective moats. Moats create pricing power and make it hard for competitors to win over customers. Microsoft enjoys a wide moat for the following reasons, says Dan Romanoff at Morningstar, which, like Buffett, puts a big emphasis on moats when analyzing companies.</p><p><blockquote>投资大师沃伦·巴菲特喜欢有保护护城河的公司。护城河创造了定价权，使竞争对手难以赢得客户。晨星公司的丹·罗曼诺夫表示，微软拥有宽阔的护城河，原因如下。晨星公司和巴菲特一样，在分析公司时非常重视护城河。</blockquote></p><p> First, a lot of Microsoft business software requires a fairly steep learning curve, so customers get locked into products. Besides, swapping out software is disruptive to a business. This creates switching costs. Next, Microsoft products and services benefit from network effects. As more people use Azure, Microsoft Office, LinkedIn and so forth, these offerings become more valuable to everyone because they connect more people together. Network effects create value for customers, discouraging them from jumping ship.</p><p><blockquote>首先，许多微软商业软件需要相当陡峭的学习曲线，因此客户会被产品锁定。此外，交换软件对企业来说是颠覆性的。这会产生转换成本。其次，微软产品和服务受益于网络效应。随着越来越多的人使用Azure、微软Office、LinkedIn等，这些产品对每个人来说都变得更有价值，因为它们将更多的人联系在一起。网络效应为客户创造价值，阻止他们跳槽。</blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> Microsoft stock has outperformed the shares of several competitors over the past five years, but it still has a relatively low price-to-earnings (P/E) ratio compared to them. Keep in mind that relatively new companies like CrowdStrike <a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a> can have deceptively high P/E ratios because they are still reinvesting a lot into their own businesses, diverting cash away from earnings per share.</p><p><blockquote>过去五年，微软股票的表现优于几个竞争对手的股票，但与它们相比，它的市盈率仍然相对较低。请记住，像 CrowdStrike 这样相对较新的公司<a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a>可能具有看似高的市盈率，因为他们仍在对自己的业务进行大量再投资，从每股收益中转移现金。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e117411a5c6f56032799c1b4e878800\" tg-width=\"1260\" tg-height=\"583\"></p><p><blockquote></blockquote></p><p> <b>Wall Street's opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> Here's a summary of opinion among Wall Street analysts polled by FactSet:</p><p><blockquote>以下是 FactSet 调查的华尔街分析师的意见摘要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c732b48bc05b25cd6526817b99b319f4\" tg-width=\"1260\" tg-height=\"578\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <ul>  <li>April 27 — Microsoft reports first-quarter earnings.</li>  <li>May 19 — Ex-dividend date.</li>  <li>July 20 — Microsoft reports second-quarter earnings.</li> </ul></p><p><blockquote><ul><li>4月27日——微软公布第一季度收益。</li><li>5月19日—除息日。</li><li>7 月 20 日——微软公布第二季度收益。</li></ul></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should you buy Microsoft stock? Here are the key numbers to look at now<blockquote>你应该购买微软股票吗？以下是现在需要关注的关键数字</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\">\nShould you buy Microsoft stock? Here are the key numbers to look at now<blockquote>你应该购买微软股票吗？以下是现在需要关注的关键数字</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-23 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These are the key metrics for and stock valuation for Microsoft.</p><p><blockquote>这些是微软股票估值的关键指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb47fe42a76d552195e0652645da1f99\" tg-width=\"1260\" tg-height=\"709\"><span>Halo Infinite, developed by Microsoft's Xbox Game Studios. (Microsoft Corp.)</span></p><p><blockquote><p class=\"t-img-caption\"><span>光环无限，由微软Xbox游戏工作室开发。（微软公司）</span></p></blockquote></p><p> If you are thinking about buying shares of Microsoft Corp., or already own them, you need to understand key metrics and issues related to the company.</p><p><blockquote>如果你正在考虑购买微软公司的股票，或者已经拥有它们，你需要了解与该公司相关的关键指标和问题。</blockquote></p><p> The numbers, below, show how Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> stacks up against competitors, and where its strengths and weaknesses lie. Keep in mind that no two companies are alike -- even rivals don't compete in every space. Investors need to do their own research to make informed long-term decisions.</p><p><blockquote>下面的数字显示了微软如何<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>与竞争对手的竞争，以及它的优势和劣势所在。请记住，没有两家公司是完全相同的——即使是竞争对手也不会在每个领域竞争。投资者需要自己做研究，以做出明智的长期决策。</blockquote></p><p> <b>Key dynamics</b></p><p><blockquote><b>关键动态</b></blockquote></p><p> Since Satya Nadella took over as CEO in February 2014 and dramatically changed the direction of this software giant co-founded by Bill Gates, Microsoft has become a key player in cloud computing. That move has paid off handsomely for investors. The stock is up 680% since then, including dividends, more than four times that of the S&amp;P 500 Index .</p><p><blockquote>自从Satya Nadella于2014年2月接任CEO并戏剧性地改变了这家由Bill Gates共同创立的软件巨头的发展方向以来，微软已经成为云计算领域的关键参与者。此举为投资者带来了丰厚的回报。此后，包括股息在内，该股上涨了 680%，是标普500指数的四倍多。</blockquote></p><p> There may be more outperformance ahead for the stock because growth remains so robust, despite the size of this company. Microsoft has a $1.9 trillion market capitalization. Often companies of this size have a hard time posting fast growth simply because they are so large. Yet this 46-year-old software company put up 16.7% sales growth in the fourth quarter.</p><p><blockquote>尽管该公司规模庞大，但该股未来的表现可能会更加强劲，因为尽管该公司规模庞大，但增长仍然如此强劲。微软的市值为 1.9 万亿美元。通常这种规模的公司很难实现快速增长，仅仅是因为它们太大了。然而，这家拥有 46 年历史的软件公司第四季度销售额增长了 16.7%。</blockquote></p><p> Microsoft's server products and cloud offerings, a $41.4 billion business last year, grew 25.8% in the fourth quarter. The hottest product line is Azure cloud services. Customers like Azure because it helps them become more productive and competitive. So, they will continue to join up, and expand their usage once they sign on.</p><p><blockquote>微软的服务器产品和云产品去年价值 414 亿美元，第四季度增长了 25.8%。最热门的产品线是Azure云服务。客户喜欢Azure，因为它可以帮助他们提高工作效率和竞争力。因此，他们将继续加入，并扩大他们的使用，一旦他们签约。</blockquote></p><p> \"We are witnessing the dawn of a second wave of digital transformation sweeping every company and every industry,\" Nadella has said.</p><p><blockquote>纳德拉表示：“我们正在见证第二波数字化转型的曙光，席卷每家公司和每个行业。”</blockquote></p><p> Already at $29 billion a year, Azure sales are growing 50% annually, estimates Goldman Sachs analyst Kash Rangan. (Microsoft does not break out the numbers or offer projections for Azure.) Microsoft also offers artificial intelligence software; Microsoft Office suite products like Word, XL and Outlook; popular video-game hardware; the LinkedIn professional networking site; and, of course, Windows. You can see that four of those business lines are growing at 10% or more, but Windows and search are sluggish.</p><p><blockquote>高盛分析师 Kash Rangan 估计，Azure 的年销售额已经达到 290 亿美元，每年增长 50%。（微软没有详细说明这些数字，也没有提供 Azure 的预测。）微软还提供人工智能软件；Word、XL和Outlook等微软办公套件产品；流行的视频游戏硬件；LinkedIn专业社交网站；当然，还有窗户。你可以看到其中四个业务线的增长率在10%或更高，但Windows和搜索却很低迷。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39b29ebf285f8b1bdff7a30678ed3d03\" tg-width=\"1260\" tg-height=\"962\"><span>(COMPANY FILING)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（公司备案）</span></p></blockquote></p><p> <b>Geographic reach</b></p><p><blockquote><b>地理范围</b></blockquote></p><p> Microsoft does half its business outside the U.S. This is good for investors because during times of robust, synchronized global growth like we see now, emerging economies tend to grow much faster than the U.S.</p><p><blockquote>微软一半的业务在美国境外开展。这对投资者有利，因为在我们现在看到的强劲、同步的全球增长时期，新兴经济体的增长速度往往比美国快得多。</blockquote></p><p> \"We are investing to bring our cloud services to more customers announcing seven new data center regions in Asia, Europe and Latin America,\" Nadella has announced.</p><p><blockquote>纳德拉宣布：“我们正在投资将我们的云服务带给更多客户，宣布在亚洲、欧洲和拉丁美洲建立七个新的数据中心区域。”</blockquote></p><p> A vulnerability is that a stronger dollar would hurt Microsoft, since this would reduce the value of foreign earnings as they get exchanged for greenbacks.</p><p><blockquote>一个弱点是，美元走强会损害微软，因为这将降低外汇收入兑换成美元的价值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/888b5218048ba9cd41f3c78463e77136\" tg-width=\"1146\" tg-height=\"504\"><span>(COMPANY FILING)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（公司备案）</span></p></blockquote></p><p> <b>Profitability</b></p><p><blockquote><b>盈利能力</b></blockquote></p><p> Overall, Microsoft isn't growing as fast as many of its competitors. But the popularity of its cloud products and services supports superior profit margins. For investors, this makes up for the relatively slower sales growth.</p><p><blockquote>总体而言，微软的增长速度不如许多竞争对手。但其云产品和服务的受欢迎程度支持了更高的利润率。对于投资者来说，这弥补了相对较慢的销售增长。</blockquote></p><p> \"Microsoft has pulled ahead of the pack with a state-of-the-art cloud platform,\" says J.P. Morgan analyst Mark Murphy.</p><p><blockquote>摩根大通分析师 Mark Murphy 表示：“微软凭借最先进的云平台领先于市场。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e55242f7594f23a1911381f4db6228d\" tg-width=\"1260\" tg-height=\"503\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Cash and cash flow</b></p><p><blockquote><b>现金及现金流量</b></blockquote></p><p> Companies with lots of cash and solid cash flow have an edge because this helps them avoid the need to rely on banks for dilutive capital raises. It puts them in control of their own destinies. Microsoft uses its cash to buy back stock and pay a 0.87% dividend yield. But it's also tapping the $132 billion cash hoard to grow through acquisitions.</p><p><blockquote>拥有大量现金和稳定现金流的公司具有优势，因为这有助于它们避免依赖银行进行稀释性融资。它让他们掌控自己的命运。微软使用现金回购股票并支付 0.87% 的股息收益率。但它也在利用 1,320 亿美元的现金储备通过收购实现增长。</blockquote></p><p> For example, Microsoft recently announced the purchase of Nuance Communications, which gives Microsoft solid inroads into the health-care sector. Nuance offers artificial intelligence <a href=\"https://laohu8.com/S/AI\">$(AI)$</a> used in the sector to analyze conversations and help providers communicate with patients.</p><p><blockquote>例如，微软最近宣布收购 Nuance Communications，这使得微软在医疗保健领域取得了稳固的进展。Nuance 提供人工智能<a href=\"https://laohu8.com/S/AI\">$(人工智能)$</a>用于该部门分析对话并帮助提供者与患者沟通。</blockquote></p><p></p><p> The risk is that Microsoft might make bad acquisitions and squander cash, which might otherwise have been better used by returning it to shareholders. As examples, Microsoft blundered in its purchases of Nokia's mobile-phone business and the digital-marketing-services company aQuantive. This is why many investors prefer that companies simply return cash to shareholders via dividends and buybacks, rather than risk wasting it.</p><p><blockquote>风险在于，微软可能会进行糟糕的收购并浪费现金，否则这些现金本可以通过将其返还给股东来更好地利用。例如，微软在收购诺基亚手机业务和数字营销服务公司aQuantive时就犯了错误。这就是为什么许多投资者更希望公司简单地通过股息和回购向股东返还现金，而不是冒着浪费现金的风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a3630382d2d6e12a1242ec6697cb950\" tg-width=\"1260\" tg-height=\"467\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Moat</b></p><p><blockquote><b>护城河</b></blockquote></p><p> Investing great Warren Buffett loves companies with protective moats. Moats create pricing power and make it hard for competitors to win over customers. Microsoft enjoys a wide moat for the following reasons, says Dan Romanoff at Morningstar, which, like Buffett, puts a big emphasis on moats when analyzing companies.</p><p><blockquote>投资大师沃伦·巴菲特喜欢有保护护城河的公司。护城河创造了定价权，使竞争对手难以赢得客户。晨星公司的丹·罗曼诺夫表示，微软拥有宽阔的护城河，原因如下。晨星公司和巴菲特一样，在分析公司时非常重视护城河。</blockquote></p><p> First, a lot of Microsoft business software requires a fairly steep learning curve, so customers get locked into products. Besides, swapping out software is disruptive to a business. This creates switching costs. Next, Microsoft products and services benefit from network effects. As more people use Azure, Microsoft Office, LinkedIn and so forth, these offerings become more valuable to everyone because they connect more people together. Network effects create value for customers, discouraging them from jumping ship.</p><p><blockquote>首先，许多微软商业软件需要相当陡峭的学习曲线，因此客户会被产品锁定。此外，交换软件对企业来说是颠覆性的。这会产生转换成本。其次，微软产品和服务受益于网络效应。随着越来越多的人使用Azure、微软Office、LinkedIn等，这些产品对每个人来说都变得更有价值，因为它们将更多的人联系在一起。网络效应为客户创造价值，阻止他们跳槽。</blockquote></p><p> <b>Stock valuation and performance</b></p><p><blockquote><b>股票估值和表现</b></blockquote></p><p> Microsoft stock has outperformed the shares of several competitors over the past five years, but it still has a relatively low price-to-earnings (P/E) ratio compared to them. Keep in mind that relatively new companies like CrowdStrike <a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a> can have deceptively high P/E ratios because they are still reinvesting a lot into their own businesses, diverting cash away from earnings per share.</p><p><blockquote>过去五年，微软股票的表现优于几个竞争对手的股票，但与它们相比，它的市盈率仍然相对较低。请记住，像 CrowdStrike 这样相对较新的公司<a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a>可能具有看似高的市盈率，因为他们仍在对自己的业务进行大量再投资，从每股收益中转移现金。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e117411a5c6f56032799c1b4e878800\" tg-width=\"1260\" tg-height=\"583\"></p><p><blockquote></blockquote></p><p> <b>Wall Street's opinion</b></p><p><blockquote><b>华尔街的观点</b></blockquote></p><p> Here's a summary of opinion among Wall Street analysts polled by FactSet:</p><p><blockquote>以下是 FactSet 调查的华尔街分析师的意见摘要：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c732b48bc05b25cd6526817b99b319f4\" tg-width=\"1260\" tg-height=\"578\"><span>(FACTSET)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（事实集）</span></p></blockquote></p><p> <b>Important dates</b></p><p><blockquote><b>重要日期</b></blockquote></p><p> <ul>  <li>April 27 — Microsoft reports first-quarter earnings.</li>  <li>May 19 — Ex-dividend date.</li>  <li>July 20 — Microsoft reports second-quarter earnings.</li> </ul></p><p><blockquote><ul><li>4月27日——微软公布第一季度收益。</li><li>5月19日—除息日。</li><li>7 月 20 日——微软公布第二季度收益。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/should-you-buy-microsoft-stock-here-are-the-key-numbers-to-look-at-now-11619183078?mod=mw_latestnews\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/should-you-buy-microsoft-stock-here-are-the-key-numbers-to-look-at-now-11619183078?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129095352","content_text":"These are the key metrics for and stock valuation for Microsoft.\nHalo Infinite, developed by Microsoft's Xbox Game Studios. (Microsoft Corp.)\nIf you are thinking about buying shares of Microsoft Corp., or already own them, you need to understand key metrics and issues related to the company.\nThe numbers, below, show how Microsoft $(MSFT)$ stacks up against competitors, and where its strengths and weaknesses lie. Keep in mind that no two companies are alike -- even rivals don't compete in every space. Investors need to do their own research to make informed long-term decisions.\nKey dynamics\nSince Satya Nadella took over as CEO in February 2014 and dramatically changed the direction of this software giant co-founded by Bill Gates, Microsoft has become a key player in cloud computing. That move has paid off handsomely for investors. The stock is up 680% since then, including dividends, more than four times that of the S&P 500 Index .\nThere may be more outperformance ahead for the stock because growth remains so robust, despite the size of this company. Microsoft has a $1.9 trillion market capitalization. Often companies of this size have a hard time posting fast growth simply because they are so large. Yet this 46-year-old software company put up 16.7% sales growth in the fourth quarter.\nMicrosoft's server products and cloud offerings, a $41.4 billion business last year, grew 25.8% in the fourth quarter. The hottest product line is Azure cloud services. Customers like Azure because it helps them become more productive and competitive. So, they will continue to join up, and expand their usage once they sign on.\n\"We are witnessing the dawn of a second wave of digital transformation sweeping every company and every industry,\" Nadella has said.\nAlready at $29 billion a year, Azure sales are growing 50% annually, estimates Goldman Sachs analyst Kash Rangan. (Microsoft does not break out the numbers or offer projections for Azure.) Microsoft also offers artificial intelligence software; Microsoft Office suite products like Word, XL and Outlook; popular video-game hardware; the LinkedIn professional networking site; and, of course, Windows. You can see that four of those business lines are growing at 10% or more, but Windows and search are sluggish.\n(COMPANY FILING)\nGeographic reach\nMicrosoft does half its business outside the U.S. This is good for investors because during times of robust, synchronized global growth like we see now, emerging economies tend to grow much faster than the U.S.\n\"We are investing to bring our cloud services to more customers announcing seven new data center regions in Asia, Europe and Latin America,\" Nadella has announced.\nA vulnerability is that a stronger dollar would hurt Microsoft, since this would reduce the value of foreign earnings as they get exchanged for greenbacks.\n(COMPANY FILING)\nProfitability\nOverall, Microsoft isn't growing as fast as many of its competitors. But the popularity of its cloud products and services supports superior profit margins. For investors, this makes up for the relatively slower sales growth.\n\"Microsoft has pulled ahead of the pack with a state-of-the-art cloud platform,\" says J.P. Morgan analyst Mark Murphy.\n(FACTSET)\nCash and cash flow\nCompanies with lots of cash and solid cash flow have an edge because this helps them avoid the need to rely on banks for dilutive capital raises. It puts them in control of their own destinies. Microsoft uses its cash to buy back stock and pay a 0.87% dividend yield. But it's also tapping the $132 billion cash hoard to grow through acquisitions.\nFor example, Microsoft recently announced the purchase of Nuance Communications, which gives Microsoft solid inroads into the health-care sector. Nuance offers artificial intelligence $(AI)$ used in the sector to analyze conversations and help providers communicate with patients.\nThe risk is that Microsoft might make bad acquisitions and squander cash, which might otherwise have been better used by returning it to shareholders. As examples, Microsoft blundered in its purchases of Nokia's mobile-phone business and the digital-marketing-services company aQuantive. This is why many investors prefer that companies simply return cash to shareholders via dividends and buybacks, rather than risk wasting it.\n(FACTSET)\nMoat\nInvesting great Warren Buffett loves companies with protective moats. Moats create pricing power and make it hard for competitors to win over customers. Microsoft enjoys a wide moat for the following reasons, says Dan Romanoff at Morningstar, which, like Buffett, puts a big emphasis on moats when analyzing companies.\nFirst, a lot of Microsoft business software requires a fairly steep learning curve, so customers get locked into products. Besides, swapping out software is disruptive to a business. This creates switching costs. Next, Microsoft products and services benefit from network effects. As more people use Azure, Microsoft Office, LinkedIn and so forth, these offerings become more valuable to everyone because they connect more people together. Network effects create value for customers, discouraging them from jumping ship.\nStock valuation and performance\nMicrosoft stock has outperformed the shares of several competitors over the past five years, but it still has a relatively low price-to-earnings (P/E) ratio compared to them. Keep in mind that relatively new companies like CrowdStrike $(CRWD)$ can have deceptively high P/E ratios because they are still reinvesting a lot into their own businesses, diverting cash away from earnings per share.\n\nWall Street's opinion\nHere's a summary of opinion among Wall Street analysts polled by FactSet:\n(FACTSET)\nImportant dates\n\nApril 27 — Microsoft reports first-quarter earnings.\nMay 19 — Ex-dividend date.\nJuly 20 — Microsoft reports second-quarter earnings.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372180278,"gmtCreate":1619185870994,"gmtModify":1634287916492,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"&nbsp;Nice&nbsp;","listText":"&nbsp;Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372180278","repostId":"2129035447","repostType":4,"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372114262,"gmtCreate":1619185781956,"gmtModify":1634287917653,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hmmm&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hmmm&nbsp;","text":"$NIO Inc.(NIO)$Hmmm","images":[{"img":"https://static.tigerbbs.com/d951f7c7177cb60f4b02a9d7d5d48812","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372114262","isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378662744,"gmtCreate":1619024149688,"gmtModify":1634289125945,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Not bad already&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Not bad already&nbsp;","text":"$NIO Inc.(NIO)$Not bad already","images":[{"img":"https://static.tigerbbs.com/a1c054e2ff6872306c4610a74e622d9a","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378662744","isVote":1,"tweetType":1,"viewCount":2716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":378161352,"gmtCreate":1619011653676,"gmtModify":1631886405871,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UBS\">$UBS Group AG(UBS)$</a>Free gift thanks Tiger","listText":"<a href=\"https://laohu8.com/S/UBS\">$UBS Group AG(UBS)$</a>Free gift thanks Tiger","text":"$UBS Group AG(UBS)$Free gift thanks Tiger","images":[{"img":"https://static.tigerbbs.com/78c69203f46d92b1cb2334cab70182d2","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378161352","isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371898902,"gmtCreate":1618925724206,"gmtModify":1634289866391,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Fall further","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Fall further","text":"$AMC Entertainment(AMC)$Fall further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371898902","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379633112,"gmtCreate":1618724764836,"gmtModify":1634291232367,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Keep falling&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Keep falling&nbsp;","text":"$AMC Entertainment(AMC)$Keep falling","images":[{"img":"https://static.tigerbbs.com/10994bc10e60e0f95a2389c9b2b9c508","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379633112","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347536398,"gmtCreate":1618500504814,"gmtModify":1634292473264,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>:(","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>:(","text":"$AMC Entertainment(AMC)$:(","images":[{"img":"https://static.tigerbbs.com/6b3f11960a5c23c8473b3e32e41acc60","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347536398","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344352402,"gmtCreate":1618379903706,"gmtModify":1634293345632,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Any opinions on this counter?","listText":"Any opinions on this counter?","text":"Any opinions on this counter?","images":[{"img":"https://static.tigerbbs.com/702d77736384b858993630ea48a00e33","width":"1125","height":"3612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344352402","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344356361,"gmtCreate":1618379750553,"gmtModify":1634293346346,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Please fall further","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Please fall further","text":"$GameStop(GME)$Please fall further","images":[{"img":"https://static.tigerbbs.com/1441ce76f794a9ccde18fe966f6e745e","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/344356361","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342485741,"gmtCreate":1618237238783,"gmtModify":1634294239893,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Better than negative no matter how teeny tiny the profit is","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Better than negative no matter how teeny tiny the profit is","text":"$GameStop(GME)$Better than negative no matter how teeny tiny the profit is","images":[{"img":"https://static.tigerbbs.com/d9417846cfaab956792dd3690767d332","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/342485741","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342522191,"gmtCreate":1618234036813,"gmtModify":1634294285905,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342522191","repostId":"1143734305","repostType":4,"repost":{"id":"1143734305","kind":"news","pubTimestamp":1618232572,"share":"https://www.laohu8.com/m/news/1143734305?lang=zh_CN&edition=full","pubTime":"2021-04-12 21:02","market":"us","language":"en","title":"‘Don’t fight the Fed,’ Goldman says. These stocks can benefit from higher inflation<blockquote>戈德曼说：“不要与美联储对抗。”这些股票可以受益于更高的通胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143734305","media":"MarketWatch","summary":"Critical information for the trading day.\n\nU.S. stocks look set to start Monday on the back foot ahe","content":"<p>  <b>Critical information for the trading day.</b>  U.S. stocks look set to start Monday on the back foot ahead of key inflation data and earnings reports later in the week.</p><p><blockquote><b>交易日的关键信息。</b>在本周晚些时候公布关键通胀数据和收益报告之前，美国股市周一开盘将处于劣势。</blockquote></p><p> Fears over rising COVID-19 cases and vaccination problems, after a Chinese government official said theeffectiveness of its vaccines was low, has put equity markets under pressure.</p><p><blockquote>在一名中国政府官员表示其疫苗有效性低下后，对新冠肺炎病例增加和疫苗接种问题的担忧给股市带来了压力。</blockquote></p><p> However, the partial reopening of the U.K. and upbeat comments from Federal Reserve Chair Jerome Powell provided some positivity. Investors will also be awaiting consumer price data on Tuesday and earnings from major banks JPMorgan Chase, Goldman Sachs and Wells Fargo later this week.</p><p><blockquote>然而，英国部分重新开放和美联储主席杰罗姆·鲍威尔的乐观言论提供了一些积极因素。投资者还将等待周二的消费者价格数据以及摩根大通、高盛和富国银行本周晚些时候的财报。</blockquote></p><p> After a delay on Friday, the U.S. Labor Department said the producer-price index, a key measure of inflation, rose 1% in March — the biggest annual increase since 2011.</p><p><blockquote>在周五推迟后，美国劳工部表示，衡量通胀的关键指标——生产者价格指数在3月份上涨了1%，这是自2011年以来的最大年度涨幅。</blockquote></p><p> In our<b>call of the day</b>, Goldman Sachs strategists said higher inflation was on the cards in the coming months, which could boost companies with high pricing power.</p><p><blockquote>在我们<b>今日看涨期权</b>高盛策略师表示，未来几个月通胀可能会上升，这可能会提振具有高定价能力的公司。</blockquote></p><p> “‘Don’t fight the Fed’ is a quip investors have learned to ignore at their peril. What the central bank wants is usually what it gets, sooner or later,” the strategists said, noting that the Fed’s intervention a year ago sparked the 80% rally that has lifted the S&amp;P 500SPXto an all-time high. The index has rallied 10% year-to-date and now trades at Goldman’s midyear target of 4,100 — the bank’s end-year target implies a gain of 5%.</p><p><blockquote>“'不要与美联储对抗'是一句投资者已经学会忽视的俏皮话，否则后果自负。策略师们说：”央行想要的通常是迟早得到的。他们指出，美联储一年前的干预引发了 80% 的反弹，将标准普尔 500SPXX 推至历史新高。今年迄今为止，该指数已上涨 10%，目前交易价格为高盛设定的 4100 点的年中目标--该银行的年终目标意味着涨幅为 5%。</blockquote></p><p> The Fed now wants higher inflation, they said. The investment bank’s economics team expected inflation readings to climb in the coming months, peaking at 2.3% in April, before sitting below 2% until 2023.</p><p><blockquote>他们说，美联储现在希望提高通胀率。该投资银行的经济团队预计，未来几个月通胀率将攀升，4 月份将达到 2.3% 的峰值，2023 年之前将保持在 2% 以下。</blockquote></p><p> When it comes to the impact on stocks, Goldman said it was all about margins, adding that some companies were protecting margins by passing higher costs along to their consumers.</p><p><blockquote>当谈到对股票的影响时，高盛表示，这完全与利润率有关，并补充说，一些公司通过将更高的成本转嫁给消费者来保护利润率。</blockquote></p><p> The strategists, led by David Kostin, said companies with low pricing power have historically outperformed when S&amp;P 500 profit margins are expanding. In contrast, companies with high pricing power have “sharply lagged” during the past year. However, rising inflation could mean that is about to change, and companies with high pricing power are set to benefit, the strategists said.</p><p><blockquote>以大卫·科斯汀 (David Kostin) 为首的策略师表示，当标普500利润率扩大时，定价能力较低的公司历来表现优异。相比之下，具有高定价权的公司在过去一年中 “严重滞后”。然而，策略师表示，通胀上升可能意味着这种情况即将改变，具有高定价权的公司将受益。</blockquote></p><p> Goldman screened for stocks with high pricing power — high and stable gross margins relative to sector peers. The screen produced 55 stocks, including videogames company Activision BlizzardATVI,tobacco giant Philip MorrisPM,consumer-goods companies Colgate-PalmoliveCLand Procter &amp; GamblePG,and drug manufacturer ZoetisZTS.Technology companies, such as Aspen TechnologyAZPN,AdobeADBEand OracleORCL,and retailers EtsyETSYand Dollar GeneralDGalso featured.</p><p><blockquote>高盛筛选了具有高定价权的股票——相对于行业同行而言，毛利率高且稳定。该屏幕产生了 55 只股票，包括视频游戏公司动视暴雪 (Activision BlizzardATVI)、烟草巨头菲利普莫里斯 (Philip MorrisPM)、消费品公司高露洁棕榄 (Colgate-PalmoliveCLand Procter &amp; GamblePG) 和药品制造商 ZoetisZTS。Aspen TechnologyAZPN、AdobeADBE 和 OracleORCL 等科技公司，以及零售商 ETSYETSY 和 Dollar GeneralDGAL 也参与其中。</blockquote></p><p> Separately, with first-quarter earnings seasons getting under way next week, Goldman expected aggregated sales growth of 5% and earnings per share (EPS) growth of 19%. But that won’t matter much, its strategists added. “The trajectory of the economic recovery will continue to make backward-looking metrics less relevant for the forward-looking market,” they said.</p><p><blockquote>另外，随着下周第一季度财报季开始，高盛预计总销售额增长 5%，每股收益 (EPS) 增长 19%。但其战略家补充说，这并不重要。“他们说：”经济复苏的轨迹将继续使回顾性指标与前瞻性市场的相关性降低。</blockquote></p><p> The next issue dominating investor discussions is President Joe Biden’s plan to boost corporate tax to 28%, Goldman said. The full adoption of Biden’s proposals would see 2022 annual S&amp;P 500 EPS growth of 12% fall to just 5%, they added.</p><p><blockquote>高盛表示，下一个主导投资者讨论的问题是乔-拜登总统将公司税提高到 28% 的计划。他们补充说，如果拜登的提议得到全面采纳，2022 年标普500每股收益年增长率将从 12% 降至 5%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推文</b></blockquote></p><p> Higher producer prices are positively linked to S&amp;P 500 earnings, according to this chart from Jeroen Blokland, senior portfolio manager at Robeco Asset Management.</p><p><blockquote>根据 Robeco Asset Management 高级投资组合经理 Jeroen Blokland 绘制的这张图表，生产者价格上涨与标普500收益呈正相关。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff49fe03ef2d0536dd91ba494eba5e5c\" tg-width=\"413\" tg-height=\"445\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> U.S. stock futuresES00NQ00pointed lower early on Monday, with Dow futuresYM00implying a 40-point loss for the Dow Jones Industrial AverageDJIAat the open. European stocks alsonudged lowerin early trading, while Asian markets slipped overnight as investors monitoredrising coronavirus casesand slow vaccination rollouts.</p><p><blockquote>美国股指期货SES00NQ00周一早盘走低，道琼斯期货SYM00暗示道琼斯工业平均指数开盘下跌40点。欧洲股市早盘也小幅走低，而亚洲股市隔夜下跌，原因是投资者关注冠状病毒病例的增加和疫苗接种的缓慢推出。</blockquote></p><p> <b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p> Powell said“it will be a while”before the central bank taps the brakes on the economy, in an interview on “60 Minutes” on Sunday.</p><p><blockquote>鲍威尔周日在接受《60分钟》节目采访时说，央行对经济踩刹车 “还需要一段时间 ”。</blockquote></p><p> Tech giant MicrosoftMSFTis in advanced talks to buy speech-recognition company Nuance CommunicationsNUANin a deal valued at about $16 billion, according to multiple reports on Sunday.</p><p><blockquote>据周日的多份报道，科技巨头微软 (Microsoft) 正在就收购语音识别公司 Nuance CommunicationsNuan 进行深入谈判，交易价值约 160 亿美元。</blockquote></p><p> Pub gardens, hair salons, gyms and nonessential shopswill open in Englandon Monday for the first time since early January, as the U.K. takes the next step on its path to reopening.</p><p><blockquote>随着英国在重新开放的道路上迈出下一步，英格兰的酒吧花园、美发沙龙、健身房和非必需品商店将于周一开业，这是自一月初以来的首次。</blockquote></p><p> AlibabaHK:9988shares surged 7% in Hong Kong trading after the e-commerce giant wasfined a record $2.8 billion by China’s antitrust watchdog. The company’s American depositary receiptsBABAwere more than 6% higher in premarket trading.</p><p><blockquote>阿里巴巴HK:9988 在这家电子商务巨头被中国反垄断监管机构处以创纪录的 28 亿美元罚款后，该公司股价在香港交易中飙升 7%。该公司的美国存托凭证在盘前交易中上涨了 6% 以上。</blockquote></p><p> Italian diagnostic specialist DiaSorinIT:DIAannounced adeal to buy COVID-19 testing kit makerLuminex Corp.LMNXfor around $1.8 billion.</p><p><blockquote>意大利诊断专家 DiaSorinIT:DIA 宣布以约 18 亿美元收购 COVID-19 检测试剂盒制造商 Luminex Corp.LMNX。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘Don’t fight the Fed,’ Goldman says. These stocks can benefit from higher inflation<blockquote>戈德曼说：“不要与美联储对抗。”这些股票可以受益于更高的通胀</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\">\n‘Don’t fight the Fed,’ Goldman says. These stocks can benefit from higher inflation<blockquote>戈德曼说：“不要与美联储对抗。”这些股票可以受益于更高的通胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-12 21:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Critical information for the trading day.</b>  U.S. stocks look set to start Monday on the back foot ahead of key inflation data and earnings reports later in the week.</p><p><blockquote><b>交易日的关键信息。</b>在本周晚些时候公布关键通胀数据和收益报告之前，美国股市周一开盘将处于劣势。</blockquote></p><p> Fears over rising COVID-19 cases and vaccination problems, after a Chinese government official said theeffectiveness of its vaccines was low, has put equity markets under pressure.</p><p><blockquote>在一名中国政府官员表示其疫苗有效性低下后，对新冠肺炎病例增加和疫苗接种问题的担忧给股市带来了压力。</blockquote></p><p> However, the partial reopening of the U.K. and upbeat comments from Federal Reserve Chair Jerome Powell provided some positivity. Investors will also be awaiting consumer price data on Tuesday and earnings from major banks JPMorgan Chase, Goldman Sachs and Wells Fargo later this week.</p><p><blockquote>然而，英国部分重新开放和美联储主席杰罗姆·鲍威尔的乐观言论提供了一些积极因素。投资者还将等待周二的消费者价格数据以及摩根大通、高盛和富国银行本周晚些时候的财报。</blockquote></p><p> After a delay on Friday, the U.S. Labor Department said the producer-price index, a key measure of inflation, rose 1% in March — the biggest annual increase since 2011.</p><p><blockquote>在周五推迟后，美国劳工部表示，衡量通胀的关键指标——生产者价格指数在3月份上涨了1%，这是自2011年以来的最大年度涨幅。</blockquote></p><p> In our<b>call of the day</b>, Goldman Sachs strategists said higher inflation was on the cards in the coming months, which could boost companies with high pricing power.</p><p><blockquote>在我们<b>今日看涨期权</b>高盛策略师表示，未来几个月通胀可能会上升，这可能会提振具有高定价能力的公司。</blockquote></p><p> “‘Don’t fight the Fed’ is a quip investors have learned to ignore at their peril. What the central bank wants is usually what it gets, sooner or later,” the strategists said, noting that the Fed’s intervention a year ago sparked the 80% rally that has lifted the S&amp;P 500SPXto an all-time high. The index has rallied 10% year-to-date and now trades at Goldman’s midyear target of 4,100 — the bank’s end-year target implies a gain of 5%.</p><p><blockquote>“'不要与美联储对抗'是一句投资者已经学会忽视的俏皮话，否则后果自负。策略师们说：”央行想要的通常是迟早得到的。他们指出，美联储一年前的干预引发了 80% 的反弹，将标准普尔 500SPXX 推至历史新高。今年迄今为止，该指数已上涨 10%，目前交易价格为高盛设定的 4100 点的年中目标--该银行的年终目标意味着涨幅为 5%。</blockquote></p><p> The Fed now wants higher inflation, they said. The investment bank’s economics team expected inflation readings to climb in the coming months, peaking at 2.3% in April, before sitting below 2% until 2023.</p><p><blockquote>他们说，美联储现在希望提高通胀率。该投资银行的经济团队预计，未来几个月通胀率将攀升，4 月份将达到 2.3% 的峰值，2023 年之前将保持在 2% 以下。</blockquote></p><p> When it comes to the impact on stocks, Goldman said it was all about margins, adding that some companies were protecting margins by passing higher costs along to their consumers.</p><p><blockquote>当谈到对股票的影响时，高盛表示，这完全与利润率有关，并补充说，一些公司通过将更高的成本转嫁给消费者来保护利润率。</blockquote></p><p> The strategists, led by David Kostin, said companies with low pricing power have historically outperformed when S&amp;P 500 profit margins are expanding. In contrast, companies with high pricing power have “sharply lagged” during the past year. However, rising inflation could mean that is about to change, and companies with high pricing power are set to benefit, the strategists said.</p><p><blockquote>以大卫·科斯汀 (David Kostin) 为首的策略师表示，当标普500利润率扩大时，定价能力较低的公司历来表现优异。相比之下，具有高定价权的公司在过去一年中 “严重滞后”。然而，策略师表示，通胀上升可能意味着这种情况即将改变，具有高定价权的公司将受益。</blockquote></p><p> Goldman screened for stocks with high pricing power — high and stable gross margins relative to sector peers. The screen produced 55 stocks, including videogames company Activision BlizzardATVI,tobacco giant Philip MorrisPM,consumer-goods companies Colgate-PalmoliveCLand Procter &amp; GamblePG,and drug manufacturer ZoetisZTS.Technology companies, such as Aspen TechnologyAZPN,AdobeADBEand OracleORCL,and retailers EtsyETSYand Dollar GeneralDGalso featured.</p><p><blockquote>高盛筛选了具有高定价权的股票——相对于行业同行而言，毛利率高且稳定。该屏幕产生了 55 只股票，包括视频游戏公司动视暴雪 (Activision BlizzardATVI)、烟草巨头菲利普莫里斯 (Philip MorrisPM)、消费品公司高露洁棕榄 (Colgate-PalmoliveCLand Procter &amp; GamblePG) 和药品制造商 ZoetisZTS。Aspen TechnologyAZPN、AdobeADBE 和 OracleORCL 等科技公司，以及零售商 ETSYETSY 和 Dollar GeneralDGAL 也参与其中。</blockquote></p><p> Separately, with first-quarter earnings seasons getting under way next week, Goldman expected aggregated sales growth of 5% and earnings per share (EPS) growth of 19%. But that won’t matter much, its strategists added. “The trajectory of the economic recovery will continue to make backward-looking metrics less relevant for the forward-looking market,” they said.</p><p><blockquote>另外，随着下周第一季度财报季开始，高盛预计总销售额增长 5%，每股收益 (EPS) 增长 19%。但其战略家补充说，这并不重要。“他们说：”经济复苏的轨迹将继续使回顾性指标与前瞻性市场的相关性降低。</blockquote></p><p> The next issue dominating investor discussions is President Joe Biden’s plan to boost corporate tax to 28%, Goldman said. The full adoption of Biden’s proposals would see 2022 annual S&amp;P 500 EPS growth of 12% fall to just 5%, they added.</p><p><blockquote>高盛表示，下一个主导投资者讨论的问题是乔-拜登总统将公司税提高到 28% 的计划。他们补充说，如果拜登的提议得到全面采纳，2022 年标普500每股收益年增长率将从 12% 降至 5%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推文</b></blockquote></p><p> Higher producer prices are positively linked to S&amp;P 500 earnings, according to this chart from Jeroen Blokland, senior portfolio manager at Robeco Asset Management.</p><p><blockquote>根据 Robeco Asset Management 高级投资组合经理 Jeroen Blokland 绘制的这张图表，生产者价格上涨与标普500收益呈正相关。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff49fe03ef2d0536dd91ba494eba5e5c\" tg-width=\"413\" tg-height=\"445\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> U.S. stock futuresES00NQ00pointed lower early on Monday, with Dow futuresYM00implying a 40-point loss for the Dow Jones Industrial AverageDJIAat the open. European stocks alsonudged lowerin early trading, while Asian markets slipped overnight as investors monitoredrising coronavirus casesand slow vaccination rollouts.</p><p><blockquote>美国股指期货SES00NQ00周一早盘走低，道琼斯期货SYM00暗示道琼斯工业平均指数开盘下跌40点。欧洲股市早盘也小幅走低，而亚洲股市隔夜下跌，原因是投资者关注冠状病毒病例的增加和疫苗接种的缓慢推出。</blockquote></p><p> <b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p> Powell said“it will be a while”before the central bank taps the brakes on the economy, in an interview on “60 Minutes” on Sunday.</p><p><blockquote>鲍威尔周日在接受《60分钟》节目采访时说，央行对经济踩刹车 “还需要一段时间 ”。</blockquote></p><p> Tech giant MicrosoftMSFTis in advanced talks to buy speech-recognition company Nuance CommunicationsNUANin a deal valued at about $16 billion, according to multiple reports on Sunday.</p><p><blockquote>据周日的多份报道，科技巨头微软 (Microsoft) 正在就收购语音识别公司 Nuance CommunicationsNuan 进行深入谈判，交易价值约 160 亿美元。</blockquote></p><p> Pub gardens, hair salons, gyms and nonessential shopswill open in Englandon Monday for the first time since early January, as the U.K. takes the next step on its path to reopening.</p><p><blockquote>随着英国在重新开放的道路上迈出下一步，英格兰的酒吧花园、美发沙龙、健身房和非必需品商店将于周一开业，这是自一月初以来的首次。</blockquote></p><p> AlibabaHK:9988shares surged 7% in Hong Kong trading after the e-commerce giant wasfined a record $2.8 billion by China’s antitrust watchdog. The company’s American depositary receiptsBABAwere more than 6% higher in premarket trading.</p><p><blockquote>阿里巴巴HK:9988 在这家电子商务巨头被中国反垄断监管机构处以创纪录的 28 亿美元罚款后，该公司股价在香港交易中飙升 7%。该公司的美国存托凭证在盘前交易中上涨了 6% 以上。</blockquote></p><p> Italian diagnostic specialist DiaSorinIT:DIAannounced adeal to buy COVID-19 testing kit makerLuminex Corp.LMNXfor around $1.8 billion.</p><p><blockquote>意大利诊断专家 DiaSorinIT:DIA 宣布以约 18 亿美元收购 COVID-19 检测试剂盒制造商 Luminex Corp.LMNX。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/dont-fight-the-fed-goldman-says-these-stocks-can-benefit-from-higher-inflation-11618226926?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/dont-fight-the-fed-goldman-says-these-stocks-can-benefit-from-higher-inflation-11618226926?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143734305","content_text":"Critical information for the trading day.\n\nU.S. stocks look set to start Monday on the back foot ahead of key inflation data and earnings reports later in the week.\nFears over rising COVID-19 cases and vaccination problems, after a Chinese government official said theeffectiveness of its vaccines was low, has put equity markets under pressure.\nHowever, the partial reopening of the U.K. and upbeat comments from Federal Reserve Chair Jerome Powell provided some positivity. Investors will also be awaiting consumer price data on Tuesday and earnings from major banks JPMorgan Chase, Goldman Sachs and Wells Fargo later this week.\nAfter a delay on Friday, the U.S. Labor Department said the producer-price index, a key measure of inflation, rose 1% in March — the biggest annual increase since 2011.\nIn ourcall of the day, Goldman Sachs strategists said higher inflation was on the cards in the coming months, which could boost companies with high pricing power.\n“‘Don’t fight the Fed’ is a quip investors have learned to ignore at their peril. What the central bank wants is usually what it gets, sooner or later,” the strategists said, noting that the Fed’s intervention a year ago sparked the 80% rally that has lifted the S&P 500SPXto an all-time high. The index has rallied 10% year-to-date and now trades at Goldman’s midyear target of 4,100 — the bank’s end-year target implies a gain of 5%.\nThe Fed now wants higher inflation, they said. The investment bank’s economics team expected inflation readings to climb in the coming months, peaking at 2.3% in April, before sitting below 2% until 2023.\nWhen it comes to the impact on stocks, Goldman said it was all about margins, adding that some companies were protecting margins by passing higher costs along to their consumers.\nThe strategists, led by David Kostin, said companies with low pricing power have historically outperformed when S&P 500 profit margins are expanding. In contrast, companies with high pricing power have “sharply lagged” during the past year. However, rising inflation could mean that is about to change, and companies with high pricing power are set to benefit, the strategists said.\nGoldman screened for stocks with high pricing power — high and stable gross margins relative to sector peers. The screen produced 55 stocks, including videogames company Activision BlizzardATVI,tobacco giant Philip MorrisPM,consumer-goods companies Colgate-PalmoliveCLand Procter & GamblePG,and drug manufacturer ZoetisZTS.Technology companies, such as Aspen TechnologyAZPN,AdobeADBEand OracleORCL,and retailers EtsyETSYand Dollar GeneralDGalso featured.\nSeparately, with first-quarter earnings seasons getting under way next week, Goldman expected aggregated sales growth of 5% and earnings per share (EPS) growth of 19%. But that won’t matter much, its strategists added. “The trajectory of the economic recovery will continue to make backward-looking metrics less relevant for the forward-looking market,” they said.\nThe next issue dominating investor discussions is President Joe Biden’s plan to boost corporate tax to 28%, Goldman said. The full adoption of Biden’s proposals would see 2022 annual S&P 500 EPS growth of 12% fall to just 5%, they added.\nThe tweet\nHigher producer prices are positively linked to S&P 500 earnings, according to this chart from Jeroen Blokland, senior portfolio manager at Robeco Asset Management.\nThe markets\nU.S. stock futuresES00NQ00pointed lower early on Monday, with Dow futuresYM00implying a 40-point loss for the Dow Jones Industrial AverageDJIAat the open. European stocks alsonudged lowerin early trading, while Asian markets slipped overnight as investors monitoredrising coronavirus casesand slow vaccination rollouts.\nThe buzz\nPowell said“it will be a while”before the central bank taps the brakes on the economy, in an interview on “60 Minutes” on Sunday.\nTech giant MicrosoftMSFTis in advanced talks to buy speech-recognition company Nuance CommunicationsNUANin a deal valued at about $16 billion, according to multiple reports on Sunday.\nPub gardens, hair salons, gyms and nonessential shopswill open in Englandon Monday for the first time since early January, as the U.K. takes the next step on its path to reopening.\nAlibabaHK:9988shares surged 7% in Hong Kong trading after the e-commerce giant wasfined a record $2.8 billion by China’s antitrust watchdog. The company’s American depositary receiptsBABAwere more than 6% higher in premarket trading.\nItalian diagnostic specialist DiaSorinIT:DIAannounced adeal to buy COVID-19 testing kit makerLuminex Corp.LMNXfor around $1.8 billion.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342522302,"gmtCreate":1618234020106,"gmtModify":1634294286027,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342522302","repostId":"1135079604","repostType":4,"repost":{"id":"1135079604","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618233627,"share":"https://www.laohu8.com/m/news/1135079604?lang=zh_CN&edition=full","pubTime":"2021-04-12 21:20","market":"us","language":"en","title":"XPeng to Debut New LiDAR-Equipped Smart EV<blockquote>小鹏汽车将推出配备激光雷达的新型智能电动汽车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135079604","media":"Tiger Newspress","summary":"XPeng Inc. (NYSE: XPEV) will premier its third production model, the XPeng P5 smart sedan, on 14 Apr","content":"<p>XPeng Inc. (NYSE: XPEV) will premier its third production model, the XPeng P5 smart sedan, on 14 April 2021 in a press briefing in Guangzhou, China.</p><p><blockquote>小鹏汽车（纽约证券交易所股票代码：XPEV）将于2021年4月14日在广州举行的新闻发布会上推出其第三款量产车型小鹏P5智能轿车。</blockquote></p><p>The P5 is the world’s first mass-produced smart EV equipped with automotive-grade LiDAR technology, powered by XPeng’s full-stack in-house developed autonomous driving system XPILOT.</p><p><blockquote>P5是全球首款搭载车规级激光雷达技术的量产智能电动汽车，由小鹏汽车自研全栈自动驾驶系统XPILOT提供动力。</blockquote></p><p>The press briefing will reveal the P5’s unique design language, the underlying architecture for XPeng’s next-generation XPILOT 3.5 system and its functionalities, the new features supported by XPeng’s proprietary intelligent in-car operating system Xmart OS, and more.</p><p><blockquote>发布会将揭示P5独特的设计语言、小鹏汽车下一代XPILOT 3.5系统的底层架构及其功能、小鹏汽车专有智能车载操作系统Xmart OS支持的新功能等。</blockquote></p><p>The XPeng P5 will be featured at the Auto Shanghai 2021 on 19thApril, with full details of its configurations, performance and pricing.</p><p><blockquote>小鹏P5将于4月19日在2021年上海车展上亮相，详细介绍其配置、性能和定价。</blockquote></p><p>The replay of the P5 Debut Press Briefing broadcast will be available on 14 April 2021 via<b> XPeng IR Website</b>&nbsp;and&nbsp;<b>XPeng YouTube channel.</b></p><p><blockquote>P5首次新闻发布会的重播将于2021年4月14日通过<b>小鹏IR网站</b>和<b>小鹏YouTube频道。</b></blockquote></p><p>XPeng&nbsp;rose&nbsp;about&nbsp;1%&nbsp;in&nbsp;premarket.</p><p><blockquote>小鹏汽车盘前上涨约1%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/05cfa5d9713c088b460ea4f5d3d66586\" tg-width=\"663\" tg-height=\"564\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng to Debut New LiDAR-Equipped Smart EV<blockquote>小鹏汽车将推出配备激光雷达的新型智能电动汽车</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\">\nXPeng to Debut New LiDAR-Equipped Smart EV<blockquote>小鹏汽车将推出配备激光雷达的新型智能电动汽车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-12 21:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>XPeng Inc. (NYSE: XPEV) will premier its third production model, the XPeng P5 smart sedan, on 14 April 2021 in a press briefing in Guangzhou, China.</p><p><blockquote>小鹏汽车（纽约证券交易所股票代码：XPEV）将于2021年4月14日在广州举行的新闻发布会上推出其第三款量产车型小鹏P5智能轿车。</blockquote></p><p>The P5 is the world’s first mass-produced smart EV equipped with automotive-grade LiDAR technology, powered by XPeng’s full-stack in-house developed autonomous driving system XPILOT.</p><p><blockquote>P5是全球首款搭载车规级激光雷达技术的量产智能电动汽车，由小鹏汽车自研全栈自动驾驶系统XPILOT提供动力。</blockquote></p><p>The press briefing will reveal the P5’s unique design language, the underlying architecture for XPeng’s next-generation XPILOT 3.5 system and its functionalities, the new features supported by XPeng’s proprietary intelligent in-car operating system Xmart OS, and more.</p><p><blockquote>发布会将揭示P5独特的设计语言、小鹏汽车下一代XPILOT 3.5系统的底层架构及其功能、小鹏汽车专有智能车载操作系统Xmart OS支持的新功能等。</blockquote></p><p>The XPeng P5 will be featured at the Auto Shanghai 2021 on 19thApril, with full details of its configurations, performance and pricing.</p><p><blockquote>小鹏P5将于4月19日在2021年上海车展上亮相，详细介绍其配置、性能和定价。</blockquote></p><p>The replay of the P5 Debut Press Briefing broadcast will be available on 14 April 2021 via<b> XPeng IR Website</b>&nbsp;and&nbsp;<b>XPeng YouTube channel.</b></p><p><blockquote>P5首次新闻发布会的重播将于2021年4月14日通过<b>小鹏IR网站</b>和<b>小鹏YouTube频道。</b></blockquote></p><p>XPeng&nbsp;rose&nbsp;about&nbsp;1%&nbsp;in&nbsp;premarket.</p><p><blockquote>小鹏汽车盘前上涨约1%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/05cfa5d9713c088b460ea4f5d3d66586\" tg-width=\"663\" tg-height=\"564\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135079604","content_text":"XPeng Inc. (NYSE: XPEV) will premier its third production model, the XPeng P5 smart sedan, on 14 April 2021 in a press briefing in Guangzhou, China.The P5 is the world’s first mass-produced smart EV equipped with automotive-grade LiDAR technology, powered by XPeng’s full-stack in-house developed autonomous driving system XPILOT.The press briefing will reveal the P5’s unique design language, the underlying architecture for XPeng’s next-generation XPILOT 3.5 system and its functionalities, the new features supported by XPeng’s proprietary intelligent in-car operating system Xmart OS, and more.The XPeng P5 will be featured at the Auto Shanghai 2021 on 19thApril, with full details of its configurations, performance and pricing.The replay of the P5 Debut Press Briefing broadcast will be available on 14 April 2021 via XPeng IR Website and XPeng YouTube channel.XPeng rose about 1% in premarket.","news_type":1,"symbols_score_info":{"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346648513,"gmtCreate":1618036765532,"gmtModify":1634295103455,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346648513","repostId":"1101452417","repostType":4,"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346648290,"gmtCreate":1618036750310,"gmtModify":1634295103576,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346648290","repostId":"2126038125","repostType":4,"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346648191,"gmtCreate":1618036730213,"gmtModify":1634295103817,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"What’s the outlook for this?","listText":"What’s the outlook for this?","text":"What’s the outlook for this?","images":[{"img":"https://static.tigerbbs.com/6f8ecba8e0e305a2a0928c45c2144b62","width":"1125","height":"3658"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346648191","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":346648290,"gmtCreate":1618036750310,"gmtModify":1634295103576,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346648290","repostId":"2126038125","repostType":4,"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324341116,"gmtCreate":1615968910635,"gmtModify":1703495652232,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Small profit beats losses","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Small profit beats losses","text":"$GameStop(GME)$Small profit beats losses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/324341116","isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198201235,"gmtCreate":1620958830827,"gmtModify":1631887437464,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Never gonna let such counter burn me again&nbsp;","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>Never gonna let such counter burn me again&nbsp;","text":"$Vaxart, Inc(VXRT)$Never gonna let such counter burn me again","images":[{"img":"https://static.tigerbbs.com/575b9b37eb1fe043d35a44b0bc61e9a5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198201235","isVote":1,"tweetType":1,"viewCount":3721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369459450,"gmtCreate":1614072503270,"gmtModify":1631891465089,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VCNX\">$Vaccinex Inc.(VCNX)$</a>Who else is stilling holding on ?","listText":"<a href=\"https://laohu8.com/S/VCNX\">$Vaccinex Inc.(VCNX)$</a>Who else is stilling holding on ?","text":"$Vaccinex Inc.(VCNX)$Who else is stilling holding on ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369459450","isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342485741,"gmtCreate":1618237238783,"gmtModify":1634294239893,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Better than negative no matter how teeny tiny the profit is","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Better than negative no matter how teeny tiny the profit is","text":"$GameStop(GME)$Better than negative no matter how teeny tiny the profit is","images":[{"img":"https://static.tigerbbs.com/d9417846cfaab956792dd3690767d332","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/342485741","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":346659118,"gmtCreate":1618034153234,"gmtModify":1634295112972,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Small gain is better than loss","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Small gain is better than loss","text":"$GameStop(GME)$Small gain is better than loss","images":[{"img":"https://static.tigerbbs.com/981c97554b61a7a7d993d28eea98a5dc","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346659118","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":344356361,"gmtCreate":1618379750553,"gmtModify":1634293346346,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Please fall further","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>Please fall further","text":"$GameStop(GME)$Please fall further","images":[{"img":"https://static.tigerbbs.com/1441ce76f794a9ccde18fe966f6e745e","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/344356361","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":350939844,"gmtCreate":1616147097788,"gmtModify":1634527007311,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice read","listText":"Nice read","text":"Nice read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350939844","repostId":"1172350537","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342522191,"gmtCreate":1618234036813,"gmtModify":1634294285905,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342522191","repostId":"1143734305","repostType":4,"repost":{"id":"1143734305","kind":"news","pubTimestamp":1618232572,"share":"https://www.laohu8.com/m/news/1143734305?lang=zh_CN&edition=full","pubTime":"2021-04-12 21:02","market":"us","language":"en","title":"‘Don’t fight the Fed,’ Goldman says. These stocks can benefit from higher inflation<blockquote>戈德曼说：“不要与美联储对抗。”这些股票可以受益于更高的通胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143734305","media":"MarketWatch","summary":"Critical information for the trading day.\n\nU.S. stocks look set to start Monday on the back foot ahe","content":"<p>  <b>Critical information for the trading day.</b>  U.S. stocks look set to start Monday on the back foot ahead of key inflation data and earnings reports later in the week.</p><p><blockquote><b>交易日的关键信息。</b>在本周晚些时候公布关键通胀数据和收益报告之前，美国股市周一开盘将处于劣势。</blockquote></p><p> Fears over rising COVID-19 cases and vaccination problems, after a Chinese government official said theeffectiveness of its vaccines was low, has put equity markets under pressure.</p><p><blockquote>在一名中国政府官员表示其疫苗有效性低下后，对新冠肺炎病例增加和疫苗接种问题的担忧给股市带来了压力。</blockquote></p><p> However, the partial reopening of the U.K. and upbeat comments from Federal Reserve Chair Jerome Powell provided some positivity. Investors will also be awaiting consumer price data on Tuesday and earnings from major banks JPMorgan Chase, Goldman Sachs and Wells Fargo later this week.</p><p><blockquote>然而，英国部分重新开放和美联储主席杰罗姆·鲍威尔的乐观言论提供了一些积极因素。投资者还将等待周二的消费者价格数据以及摩根大通、高盛和富国银行本周晚些时候的财报。</blockquote></p><p> After a delay on Friday, the U.S. Labor Department said the producer-price index, a key measure of inflation, rose 1% in March — the biggest annual increase since 2011.</p><p><blockquote>在周五推迟后，美国劳工部表示，衡量通胀的关键指标——生产者价格指数在3月份上涨了1%，这是自2011年以来的最大年度涨幅。</blockquote></p><p> In our<b>call of the day</b>, Goldman Sachs strategists said higher inflation was on the cards in the coming months, which could boost companies with high pricing power.</p><p><blockquote>在我们<b>今日看涨期权</b>高盛策略师表示，未来几个月通胀可能会上升，这可能会提振具有高定价能力的公司。</blockquote></p><p> “‘Don’t fight the Fed’ is a quip investors have learned to ignore at their peril. What the central bank wants is usually what it gets, sooner or later,” the strategists said, noting that the Fed’s intervention a year ago sparked the 80% rally that has lifted the S&amp;P 500SPXto an all-time high. The index has rallied 10% year-to-date and now trades at Goldman’s midyear target of 4,100 — the bank’s end-year target implies a gain of 5%.</p><p><blockquote>“'不要与美联储对抗'是一句投资者已经学会忽视的俏皮话，否则后果自负。策略师们说：”央行想要的通常是迟早得到的。他们指出，美联储一年前的干预引发了 80% 的反弹，将标准普尔 500SPXX 推至历史新高。今年迄今为止，该指数已上涨 10%，目前交易价格为高盛设定的 4100 点的年中目标--该银行的年终目标意味着涨幅为 5%。</blockquote></p><p> The Fed now wants higher inflation, they said. The investment bank’s economics team expected inflation readings to climb in the coming months, peaking at 2.3% in April, before sitting below 2% until 2023.</p><p><blockquote>他们说，美联储现在希望提高通胀率。该投资银行的经济团队预计，未来几个月通胀率将攀升，4 月份将达到 2.3% 的峰值，2023 年之前将保持在 2% 以下。</blockquote></p><p> When it comes to the impact on stocks, Goldman said it was all about margins, adding that some companies were protecting margins by passing higher costs along to their consumers.</p><p><blockquote>当谈到对股票的影响时，高盛表示，这完全与利润率有关，并补充说，一些公司通过将更高的成本转嫁给消费者来保护利润率。</blockquote></p><p> The strategists, led by David Kostin, said companies with low pricing power have historically outperformed when S&amp;P 500 profit margins are expanding. In contrast, companies with high pricing power have “sharply lagged” during the past year. However, rising inflation could mean that is about to change, and companies with high pricing power are set to benefit, the strategists said.</p><p><blockquote>以大卫·科斯汀 (David Kostin) 为首的策略师表示，当标普500利润率扩大时，定价能力较低的公司历来表现优异。相比之下，具有高定价权的公司在过去一年中 “严重滞后”。然而，策略师表示，通胀上升可能意味着这种情况即将改变，具有高定价权的公司将受益。</blockquote></p><p> Goldman screened for stocks with high pricing power — high and stable gross margins relative to sector peers. The screen produced 55 stocks, including videogames company Activision BlizzardATVI,tobacco giant Philip MorrisPM,consumer-goods companies Colgate-PalmoliveCLand Procter &amp; GamblePG,and drug manufacturer ZoetisZTS.Technology companies, such as Aspen TechnologyAZPN,AdobeADBEand OracleORCL,and retailers EtsyETSYand Dollar GeneralDGalso featured.</p><p><blockquote>高盛筛选了具有高定价权的股票——相对于行业同行而言，毛利率高且稳定。该屏幕产生了 55 只股票，包括视频游戏公司动视暴雪 (Activision BlizzardATVI)、烟草巨头菲利普莫里斯 (Philip MorrisPM)、消费品公司高露洁棕榄 (Colgate-PalmoliveCLand Procter &amp; GamblePG) 和药品制造商 ZoetisZTS。Aspen TechnologyAZPN、AdobeADBE 和 OracleORCL 等科技公司，以及零售商 ETSYETSY 和 Dollar GeneralDGAL 也参与其中。</blockquote></p><p> Separately, with first-quarter earnings seasons getting under way next week, Goldman expected aggregated sales growth of 5% and earnings per share (EPS) growth of 19%. But that won’t matter much, its strategists added. “The trajectory of the economic recovery will continue to make backward-looking metrics less relevant for the forward-looking market,” they said.</p><p><blockquote>另外，随着下周第一季度财报季开始，高盛预计总销售额增长 5%，每股收益 (EPS) 增长 19%。但其战略家补充说，这并不重要。“他们说：”经济复苏的轨迹将继续使回顾性指标与前瞻性市场的相关性降低。</blockquote></p><p> The next issue dominating investor discussions is President Joe Biden’s plan to boost corporate tax to 28%, Goldman said. The full adoption of Biden’s proposals would see 2022 annual S&amp;P 500 EPS growth of 12% fall to just 5%, they added.</p><p><blockquote>高盛表示，下一个主导投资者讨论的问题是乔-拜登总统将公司税提高到 28% 的计划。他们补充说，如果拜登的提议得到全面采纳，2022 年标普500每股收益年增长率将从 12% 降至 5%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推文</b></blockquote></p><p> Higher producer prices are positively linked to S&amp;P 500 earnings, according to this chart from Jeroen Blokland, senior portfolio manager at Robeco Asset Management.</p><p><blockquote>根据 Robeco Asset Management 高级投资组合经理 Jeroen Blokland 绘制的这张图表，生产者价格上涨与标普500收益呈正相关。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff49fe03ef2d0536dd91ba494eba5e5c\" tg-width=\"413\" tg-height=\"445\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> U.S. stock futuresES00NQ00pointed lower early on Monday, with Dow futuresYM00implying a 40-point loss for the Dow Jones Industrial AverageDJIAat the open. European stocks alsonudged lowerin early trading, while Asian markets slipped overnight as investors monitoredrising coronavirus casesand slow vaccination rollouts.</p><p><blockquote>美国股指期货SES00NQ00周一早盘走低，道琼斯期货SYM00暗示道琼斯工业平均指数开盘下跌40点。欧洲股市早盘也小幅走低，而亚洲股市隔夜下跌，原因是投资者关注冠状病毒病例的增加和疫苗接种的缓慢推出。</blockquote></p><p> <b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p> Powell said“it will be a while”before the central bank taps the brakes on the economy, in an interview on “60 Minutes” on Sunday.</p><p><blockquote>鲍威尔周日在接受《60分钟》节目采访时说，央行对经济踩刹车 “还需要一段时间 ”。</blockquote></p><p> Tech giant MicrosoftMSFTis in advanced talks to buy speech-recognition company Nuance CommunicationsNUANin a deal valued at about $16 billion, according to multiple reports on Sunday.</p><p><blockquote>据周日的多份报道，科技巨头微软 (Microsoft) 正在就收购语音识别公司 Nuance CommunicationsNuan 进行深入谈判，交易价值约 160 亿美元。</blockquote></p><p> Pub gardens, hair salons, gyms and nonessential shopswill open in Englandon Monday for the first time since early January, as the U.K. takes the next step on its path to reopening.</p><p><blockquote>随着英国在重新开放的道路上迈出下一步，英格兰的酒吧花园、美发沙龙、健身房和非必需品商店将于周一开业，这是自一月初以来的首次。</blockquote></p><p> AlibabaHK:9988shares surged 7% in Hong Kong trading after the e-commerce giant wasfined a record $2.8 billion by China’s antitrust watchdog. The company’s American depositary receiptsBABAwere more than 6% higher in premarket trading.</p><p><blockquote>阿里巴巴HK:9988 在这家电子商务巨头被中国反垄断监管机构处以创纪录的 28 亿美元罚款后，该公司股价在香港交易中飙升 7%。该公司的美国存托凭证在盘前交易中上涨了 6% 以上。</blockquote></p><p> Italian diagnostic specialist DiaSorinIT:DIAannounced adeal to buy COVID-19 testing kit makerLuminex Corp.LMNXfor around $1.8 billion.</p><p><blockquote>意大利诊断专家 DiaSorinIT:DIA 宣布以约 18 亿美元收购 COVID-19 检测试剂盒制造商 Luminex Corp.LMNX。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘Don’t fight the Fed,’ Goldman says. These stocks can benefit from higher inflation<blockquote>戈德曼说：“不要与美联储对抗。”这些股票可以受益于更高的通胀</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\">\n‘Don’t fight the Fed,’ Goldman says. These stocks can benefit from higher inflation<blockquote>戈德曼说：“不要与美联储对抗。”这些股票可以受益于更高的通胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-12 21:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Critical information for the trading day.</b>  U.S. stocks look set to start Monday on the back foot ahead of key inflation data and earnings reports later in the week.</p><p><blockquote><b>交易日的关键信息。</b>在本周晚些时候公布关键通胀数据和收益报告之前，美国股市周一开盘将处于劣势。</blockquote></p><p> Fears over rising COVID-19 cases and vaccination problems, after a Chinese government official said theeffectiveness of its vaccines was low, has put equity markets under pressure.</p><p><blockquote>在一名中国政府官员表示其疫苗有效性低下后，对新冠肺炎病例增加和疫苗接种问题的担忧给股市带来了压力。</blockquote></p><p> However, the partial reopening of the U.K. and upbeat comments from Federal Reserve Chair Jerome Powell provided some positivity. Investors will also be awaiting consumer price data on Tuesday and earnings from major banks JPMorgan Chase, Goldman Sachs and Wells Fargo later this week.</p><p><blockquote>然而，英国部分重新开放和美联储主席杰罗姆·鲍威尔的乐观言论提供了一些积极因素。投资者还将等待周二的消费者价格数据以及摩根大通、高盛和富国银行本周晚些时候的财报。</blockquote></p><p> After a delay on Friday, the U.S. Labor Department said the producer-price index, a key measure of inflation, rose 1% in March — the biggest annual increase since 2011.</p><p><blockquote>在周五推迟后，美国劳工部表示，衡量通胀的关键指标——生产者价格指数在3月份上涨了1%，这是自2011年以来的最大年度涨幅。</blockquote></p><p> In our<b>call of the day</b>, Goldman Sachs strategists said higher inflation was on the cards in the coming months, which could boost companies with high pricing power.</p><p><blockquote>在我们<b>今日看涨期权</b>高盛策略师表示，未来几个月通胀可能会上升，这可能会提振具有高定价能力的公司。</blockquote></p><p> “‘Don’t fight the Fed’ is a quip investors have learned to ignore at their peril. What the central bank wants is usually what it gets, sooner or later,” the strategists said, noting that the Fed’s intervention a year ago sparked the 80% rally that has lifted the S&amp;P 500SPXto an all-time high. The index has rallied 10% year-to-date and now trades at Goldman’s midyear target of 4,100 — the bank’s end-year target implies a gain of 5%.</p><p><blockquote>“'不要与美联储对抗'是一句投资者已经学会忽视的俏皮话，否则后果自负。策略师们说：”央行想要的通常是迟早得到的。他们指出，美联储一年前的干预引发了 80% 的反弹，将标准普尔 500SPXX 推至历史新高。今年迄今为止，该指数已上涨 10%，目前交易价格为高盛设定的 4100 点的年中目标--该银行的年终目标意味着涨幅为 5%。</blockquote></p><p> The Fed now wants higher inflation, they said. The investment bank’s economics team expected inflation readings to climb in the coming months, peaking at 2.3% in April, before sitting below 2% until 2023.</p><p><blockquote>他们说，美联储现在希望提高通胀率。该投资银行的经济团队预计，未来几个月通胀率将攀升，4 月份将达到 2.3% 的峰值，2023 年之前将保持在 2% 以下。</blockquote></p><p> When it comes to the impact on stocks, Goldman said it was all about margins, adding that some companies were protecting margins by passing higher costs along to their consumers.</p><p><blockquote>当谈到对股票的影响时，高盛表示，这完全与利润率有关，并补充说，一些公司通过将更高的成本转嫁给消费者来保护利润率。</blockquote></p><p> The strategists, led by David Kostin, said companies with low pricing power have historically outperformed when S&amp;P 500 profit margins are expanding. In contrast, companies with high pricing power have “sharply lagged” during the past year. However, rising inflation could mean that is about to change, and companies with high pricing power are set to benefit, the strategists said.</p><p><blockquote>以大卫·科斯汀 (David Kostin) 为首的策略师表示，当标普500利润率扩大时，定价能力较低的公司历来表现优异。相比之下，具有高定价权的公司在过去一年中 “严重滞后”。然而，策略师表示，通胀上升可能意味着这种情况即将改变，具有高定价权的公司将受益。</blockquote></p><p> Goldman screened for stocks with high pricing power — high and stable gross margins relative to sector peers. The screen produced 55 stocks, including videogames company Activision BlizzardATVI,tobacco giant Philip MorrisPM,consumer-goods companies Colgate-PalmoliveCLand Procter &amp; GamblePG,and drug manufacturer ZoetisZTS.Technology companies, such as Aspen TechnologyAZPN,AdobeADBEand OracleORCL,and retailers EtsyETSYand Dollar GeneralDGalso featured.</p><p><blockquote>高盛筛选了具有高定价权的股票——相对于行业同行而言，毛利率高且稳定。该屏幕产生了 55 只股票，包括视频游戏公司动视暴雪 (Activision BlizzardATVI)、烟草巨头菲利普莫里斯 (Philip MorrisPM)、消费品公司高露洁棕榄 (Colgate-PalmoliveCLand Procter &amp; GamblePG) 和药品制造商 ZoetisZTS。Aspen TechnologyAZPN、AdobeADBE 和 OracleORCL 等科技公司，以及零售商 ETSYETSY 和 Dollar GeneralDGAL 也参与其中。</blockquote></p><p> Separately, with first-quarter earnings seasons getting under way next week, Goldman expected aggregated sales growth of 5% and earnings per share (EPS) growth of 19%. But that won’t matter much, its strategists added. “The trajectory of the economic recovery will continue to make backward-looking metrics less relevant for the forward-looking market,” they said.</p><p><blockquote>另外，随着下周第一季度财报季开始，高盛预计总销售额增长 5%，每股收益 (EPS) 增长 19%。但其战略家补充说，这并不重要。“他们说：”经济复苏的轨迹将继续使回顾性指标与前瞻性市场的相关性降低。</blockquote></p><p> The next issue dominating investor discussions is President Joe Biden’s plan to boost corporate tax to 28%, Goldman said. The full adoption of Biden’s proposals would see 2022 annual S&amp;P 500 EPS growth of 12% fall to just 5%, they added.</p><p><blockquote>高盛表示，下一个主导投资者讨论的问题是乔-拜登总统将公司税提高到 28% 的计划。他们补充说，如果拜登的提议得到全面采纳，2022 年标普500每股收益年增长率将从 12% 降至 5%。</blockquote></p><p> <b>The tweet</b></p><p><blockquote><b>推文</b></blockquote></p><p> Higher producer prices are positively linked to S&amp;P 500 earnings, according to this chart from Jeroen Blokland, senior portfolio manager at Robeco Asset Management.</p><p><blockquote>根据 Robeco Asset Management 高级投资组合经理 Jeroen Blokland 绘制的这张图表，生产者价格上涨与标普500收益呈正相关。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff49fe03ef2d0536dd91ba494eba5e5c\" tg-width=\"413\" tg-height=\"445\"><b>The markets</b></p><p><blockquote><b>市场</b></blockquote></p><p> U.S. stock futuresES00NQ00pointed lower early on Monday, with Dow futuresYM00implying a 40-point loss for the Dow Jones Industrial AverageDJIAat the open. European stocks alsonudged lowerin early trading, while Asian markets slipped overnight as investors monitoredrising coronavirus casesand slow vaccination rollouts.</p><p><blockquote>美国股指期货SES00NQ00周一早盘走低，道琼斯期货SYM00暗示道琼斯工业平均指数开盘下跌40点。欧洲股市早盘也小幅走低，而亚洲股市隔夜下跌，原因是投资者关注冠状病毒病例的增加和疫苗接种的缓慢推出。</blockquote></p><p> <b>The buzz</b></p><p><blockquote><b>嗡嗡声</b></blockquote></p><p> Powell said“it will be a while”before the central bank taps the brakes on the economy, in an interview on “60 Minutes” on Sunday.</p><p><blockquote>鲍威尔周日在接受《60分钟》节目采访时说，央行对经济踩刹车 “还需要一段时间 ”。</blockquote></p><p> Tech giant MicrosoftMSFTis in advanced talks to buy speech-recognition company Nuance CommunicationsNUANin a deal valued at about $16 billion, according to multiple reports on Sunday.</p><p><blockquote>据周日的多份报道，科技巨头微软 (Microsoft) 正在就收购语音识别公司 Nuance CommunicationsNuan 进行深入谈判，交易价值约 160 亿美元。</blockquote></p><p> Pub gardens, hair salons, gyms and nonessential shopswill open in Englandon Monday for the first time since early January, as the U.K. takes the next step on its path to reopening.</p><p><blockquote>随着英国在重新开放的道路上迈出下一步，英格兰的酒吧花园、美发沙龙、健身房和非必需品商店将于周一开业，这是自一月初以来的首次。</blockquote></p><p> AlibabaHK:9988shares surged 7% in Hong Kong trading after the e-commerce giant wasfined a record $2.8 billion by China’s antitrust watchdog. The company’s American depositary receiptsBABAwere more than 6% higher in premarket trading.</p><p><blockquote>阿里巴巴HK:9988 在这家电子商务巨头被中国反垄断监管机构处以创纪录的 28 亿美元罚款后，该公司股价在香港交易中飙升 7%。该公司的美国存托凭证在盘前交易中上涨了 6% 以上。</blockquote></p><p> Italian diagnostic specialist DiaSorinIT:DIAannounced adeal to buy COVID-19 testing kit makerLuminex Corp.LMNXfor around $1.8 billion.</p><p><blockquote>意大利诊断专家 DiaSorinIT:DIA 宣布以约 18 亿美元收购 COVID-19 检测试剂盒制造商 Luminex Corp.LMNX。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/dont-fight-the-fed-goldman-says-these-stocks-can-benefit-from-higher-inflation-11618226926?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/dont-fight-the-fed-goldman-says-these-stocks-can-benefit-from-higher-inflation-11618226926?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143734305","content_text":"Critical information for the trading day.\n\nU.S. stocks look set to start Monday on the back foot ahead of key inflation data and earnings reports later in the week.\nFears over rising COVID-19 cases and vaccination problems, after a Chinese government official said theeffectiveness of its vaccines was low, has put equity markets under pressure.\nHowever, the partial reopening of the U.K. and upbeat comments from Federal Reserve Chair Jerome Powell provided some positivity. Investors will also be awaiting consumer price data on Tuesday and earnings from major banks JPMorgan Chase, Goldman Sachs and Wells Fargo later this week.\nAfter a delay on Friday, the U.S. Labor Department said the producer-price index, a key measure of inflation, rose 1% in March — the biggest annual increase since 2011.\nIn ourcall of the day, Goldman Sachs strategists said higher inflation was on the cards in the coming months, which could boost companies with high pricing power.\n“‘Don’t fight the Fed’ is a quip investors have learned to ignore at their peril. What the central bank wants is usually what it gets, sooner or later,” the strategists said, noting that the Fed’s intervention a year ago sparked the 80% rally that has lifted the S&P 500SPXto an all-time high. The index has rallied 10% year-to-date and now trades at Goldman’s midyear target of 4,100 — the bank’s end-year target implies a gain of 5%.\nThe Fed now wants higher inflation, they said. The investment bank’s economics team expected inflation readings to climb in the coming months, peaking at 2.3% in April, before sitting below 2% until 2023.\nWhen it comes to the impact on stocks, Goldman said it was all about margins, adding that some companies were protecting margins by passing higher costs along to their consumers.\nThe strategists, led by David Kostin, said companies with low pricing power have historically outperformed when S&P 500 profit margins are expanding. In contrast, companies with high pricing power have “sharply lagged” during the past year. However, rising inflation could mean that is about to change, and companies with high pricing power are set to benefit, the strategists said.\nGoldman screened for stocks with high pricing power — high and stable gross margins relative to sector peers. The screen produced 55 stocks, including videogames company Activision BlizzardATVI,tobacco giant Philip MorrisPM,consumer-goods companies Colgate-PalmoliveCLand Procter & GamblePG,and drug manufacturer ZoetisZTS.Technology companies, such as Aspen TechnologyAZPN,AdobeADBEand OracleORCL,and retailers EtsyETSYand Dollar GeneralDGalso featured.\nSeparately, with first-quarter earnings seasons getting under way next week, Goldman expected aggregated sales growth of 5% and earnings per share (EPS) growth of 19%. But that won’t matter much, its strategists added. “The trajectory of the economic recovery will continue to make backward-looking metrics less relevant for the forward-looking market,” they said.\nThe next issue dominating investor discussions is President Joe Biden’s plan to boost corporate tax to 28%, Goldman said. The full adoption of Biden’s proposals would see 2022 annual S&P 500 EPS growth of 12% fall to just 5%, they added.\nThe tweet\nHigher producer prices are positively linked to S&P 500 earnings, according to this chart from Jeroen Blokland, senior portfolio manager at Robeco Asset Management.\nThe markets\nU.S. stock futuresES00NQ00pointed lower early on Monday, with Dow futuresYM00implying a 40-point loss for the Dow Jones Industrial AverageDJIAat the open. European stocks alsonudged lowerin early trading, while Asian markets slipped overnight as investors monitoredrising coronavirus casesand slow vaccination rollouts.\nThe buzz\nPowell said“it will be a while”before the central bank taps the brakes on the economy, in an interview on “60 Minutes” on Sunday.\nTech giant MicrosoftMSFTis in advanced talks to buy speech-recognition company Nuance CommunicationsNUANin a deal valued at about $16 billion, according to multiple reports on Sunday.\nPub gardens, hair salons, gyms and nonessential shopswill open in Englandon Monday for the first time since early January, as the U.K. takes the next step on its path to reopening.\nAlibabaHK:9988shares surged 7% in Hong Kong trading after the e-commerce giant wasfined a record $2.8 billion by China’s antitrust watchdog. The company’s American depositary receiptsBABAwere more than 6% higher in premarket trading.\nItalian diagnostic specialist DiaSorinIT:DIAannounced adeal to buy COVID-19 testing kit makerLuminex Corp.LMNXfor around $1.8 billion.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346648513,"gmtCreate":1618036765532,"gmtModify":1634295103455,"author":{"id":"3575605626092768","authorId":"3575605626092768","name":"RussY","avatar":"https://static.tigerbbs.com/926ebdf03a0633662714503addc5d2de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575605626092768","idStr":"3575605626092768"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346648513","repostId":"1101452417","repostType":4,"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}