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CM_clement

CM_clement

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2021-12-23

Gogo....share up

2021-12-16

Gogo!

2021-12-06

$META MATLS INC PFD SER A(MMTLP)$ can we buy more?

2021-10-11

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Solar industry stocks jumped in Monday morning trading<blockquote>太阳能行业股票周一早盘上涨</blockquote>

2021-10-09

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2021-10-08

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September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9月就业预览：这将是一个节拍，问题是有多大</blockquote>

2021-10-07

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2021-10-03

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US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来：新发行人在健身主导的5周IPO中大汗淋漓</blockquote>

2021-10-01

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2021-09-29

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2021-09-27

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Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>

2021-09-25

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5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote>

2021-09-24

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SFTCA Raises Concerns Over Tesla Full Self-Driving Name, Safety Ahead Of Wider Beta Release<blockquote>SFTCA在更广泛的测试版发布之前对特斯拉全自动驾驶名称和安全性表示担忧</blockquote>

2021-09-22

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2021-09-16

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There’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</blockquote>

2021-09-14

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2021-09-13

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2021-09-12

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US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>

2021-09-10

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2021-09-07

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22:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Solar industry stocks jumped in Monday morning trading.Daqo New,SunPower,JinkoSolar,Sunrun,Maxeon Solar Technologies,Solaredge,ReneSola&nbsp;and&nbsp;Enphase Energy&nbsp;climbed between 5% and 10%.</p><p><blockquote>太阳能行业股票周一早盘上涨，大全新、太阳能源、晶科能源、太阳润、美信太阳能、Solaredge、ReneSola和Enphase Energy涨幅在5%至10%之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/af7aadca4f251a137fe7b992d872173a\" tg-width=\"406\" tg-height=\"718\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPWR":"Sunpower Inc.","HASI":"Hannon Armstrong Sustainable Inf","JKS":"晶科能源","FSLR":"第一太阳能","RUN":"Sunrun Inc.","SEDG":"SolarEdge Technologies, Inc.","DQ":"大全新能源","CSIQ":"阿特斯太阳能"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119479049","content_text":"Solar industry stocks jumped in 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14:38","market":"us","language":"en","title":"September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9月就业预览：这将是一个节拍，问题是有多大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135993400","media":"zerohedge","summary":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the mo","content":"<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的首次申请失业救济报告和稳健的ADP私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午830点发布的周五非农就业报告，市场普遍预计非农就业报告将达到50万份——是上个月令人失望的23.5万份的两倍多——失业率降至5.1%，平均时薪增加至4.6%。与上个月不同的是，当我们正确预测8月份就业人数将大幅下降时，这次我们同意明天的报告将是一个节拍，唯一的问题是幅度有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最新24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动参与率：61.8%，上次61.7%</li><li>平均时薪同比：4.6%，过去4.3%</li><li>平均每周工作时间：34.7，最后34.7</li></ul>正如Newsquawk在其NFP预览中所写，9月份的就业数据是美联储11月3日政策会议之前的最后一份数据，将在美联储预期宣布缩减规模的背景下进行，在这种背景下，一份令人满意的报告可能足以让FOMC批准11月份宣布缩减每月1200亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，预计9月份非农就业人数增加60万，高于市场普遍预期的+50万，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9月5日全国范围内强化失业救济金到期，提振了有效劳动力供应和就业增长——就像7月和8月提前结束联邦救济金的州所做的那样。”</b>因此，高盛预计明天的人数将增加20万，10月份的增幅更大。该银行还认为，学校的重新开放促进了9月份就业增长约15万人。尽管有这些有利因素，但大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标一直具有建设性：ADP的就业数据出人意料地上升，尽管分析师继续指出，官方数据与ADP数据之间的直接关系很脆弱，尽管过去三份报告的差距低于10万。在8月和9月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近发布的数据显示申请失业救济人数上升可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次升至增长区域，但服务业招聘本月略有降温，但仍保持扩张；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日13:30 BST/08：30EDT发布9月就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员实际上已经确认，除非就业数据崩溃，否则美联储将在11月3日的会议上宣布缩减资产购买规模，9月份就业报告可能会降低对交易状况的相关性。因此，交易风险可能偏向下行，而不是上行，就业人数大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力进展如何；到目前为止，官员们尚未达成协议，正在制定权宜之计立法，以允许资金进入12月；一些分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>市场普遍预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将低于三个月和六个月的平均增长率，尽管与12个月的平均增长率一致（3个月的平均增长率为75万/月，6个月的平均增长率为65.3万/月，12个月的平均增长率为50.3万/月——这至少在技术上表明最近几个月的就业增长率有所改善）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍处于失业状态。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛措施：</b>失业率预计为5.1%（此前为5.2%）；劳动力参与率此前为61.7%，而疫情前为63.2%；U6衡量就业不足的指标此前为8.8%，而疫情前为7.0%；就业与人口比率之前为58.5%，而疫情之前为61.1%。这些宽松指标可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，许多人最近几个月指出，他们正在密切关注就业不足率、参与率和就业人口比率，以便更好地应对经济中仍然存在的宽松程度。这些数据越接近大流行前的水平，分析师就会受到鼓舞。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均时薪预计为+0.4%M/M（前值为+0.6%）；平均时薪预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（之前为34.7小时）。汇总2020年3月以来的非农就业数据，相对于大流行前的水平，仍有约533万美国人失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管就业岗位新增速度较第二季度的74.8万个明显放缓，但劳动力市场复苏仍在继续取得进展。报告还指出，休闲和酒店业仍然是经济复苏的最大受益者之一，但表示招聘仍受到疫情轨迹的严重影响，尤其是对小企业而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能为未来几个月的就业增长奠定基础。在数据方法方面，分析师继续指出，ADP的模型包含了许多之前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；Pantheon Macroeconomics表示：“由于德尔塔变异毒株对服务业的打击，8月份就业人数疲软，这种疲软可能会限制ADP数据。”“因此，超出共识表明ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超出是模型驱动的还是由于就业数据更强劲在ADP的客户。”</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与BLS就业报告调查窗口一致的当周首次申请失业救济人数约为35.1万人，与8月份就业数据调查窗口的34.9万人相比变化不大，分析师表示，季节性因素在提振每周数据方面发挥了作用，而飓风艾达可能会产生一些挥之不去的影响；9月份调查期间相应的持续申领数据已降至280.2万人，而8月份调查期间为290.8万人。总体而言，数据继续显示下降趋势，尽管最近几周初请失业金人数再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>：9月份服务业和制造业ISM报告显示出不同的趋势，服务业就业分项指数从53.7小幅放缓至53.0，表明增长但速度放缓，而制造业就业分项指数则回升至扩张区域，从之前的49.0升至50.2。在制造业方面，ISM表示，企业仍在努力实现劳资计划，但指出与前几个月相比出现了一些适度的进展迹象：“不到5%的评论指出就业方面有所改善，而8月份没有任何评论”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘”，其中约85%的回复是关于寻求额外人员，而近一半的受访者表示难以填补职位，比8月份有所增加。ISM表示：“有关离职率和退休的评论频率不断增加，延续了8月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，并且缺乏替代这些员工的渠道，而其他受访者则谈到各个层面都存在劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>主张一份好于预期的报告</b>：</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦强化失业救济金结束</b>一些州联邦福利的到期提振了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7月和8月的数据显示，从6月到8月，失去300美元补充付款的工人的找工作概率累计增加了6个百分点，失去所有福利的工人的找工作概率增加了12个百分点。<b>9月5日失去部分或全部福利的600万工人中，一些人在9月18日之前找到了工作——及时计入明天的数据。</b>高盛假设这一渠道将促进就业增长+20万，在随后的报告中会有更大的增长（到年底累计+130万）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校重新开学</b>.最大的100个学区都开放了面对面学习，促进了许多以前休假的教师和辅助人员的回归。虽然就业水平完全正常化将创造60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前水平高出20万个（见右图）。与此相关的是，BLS的季节性因素已经嵌入了夏季裁员中通常重新雇用教育工作者的情况，因此，如果返回工作岗位的看门人比典型的9月份少，在其他条件相同的情况下，这将减少经季节性调整的就业增长。总而言之，假设明天的报告中学校重新开放将增加大约15万人。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会（Conference Board）的劳动力差异——表示工作岗位充足的受访者与表示工作岗位难以获得的受访者之间的差异——从44.4%小幅降至42.5%，仍处于较高水平。此外，7月份JOLTS职位空缺增加了74.9万个，创下1090万个的新高。</li><li><b>ADP.</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资措施中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8月份，covid感染率反弹给服务消费和劳动力市场带来压力。尽管美国病例数在9月初开始下降，但开放式餐桌上的餐厅座位仅小幅反弹。休闲和酒店业就业人数在9月份有所增加，但可能不会像6月和7月那样以每月约40万的速度增长。</li><li><b>雇主调查</b>我们的商业调查的就业部分持平或下降，而我们和共识预测就业增长将会回升。高盛服务业调查就业跟踪指数维持在54.5不变，制造业调查就业跟踪指数下降0.4个百分点至57.8。高盛分析师指数(GSAI)下降0.8%至68.5，但就业指数上涨1.9%至71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>在8月和9月的调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项表明涨幅等于或高于共识（Census Small Business Pulse+0.5百万，ADP+0.6百万，Google mobility+200百万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当弱，尽管令人鼓舞，但它也表明，随着学校重新开放，与儿童保育相关的劳动力供应阻力大幅下降。</li><li><b>季节性。</b>9月的季节门槛比较低：BLS调整系数一般假定私人收入（不包括公立学校）下降60-700K，而7月和8月平均下降10万左右。持续的劳动力短缺鼓励企业在夏末减少裁员。部分抵消了这一顺风，9月份的季节性因素可能因危机而发生了不利的演变——特别是通过适应去年9月重新开放驱动的就业激增（私人就业人数+93.2万环比sa）。</li><li><b>申请失业救济。</b>尽管个人过渡或试图过渡到州计划，但9月份首次申请失业救济人数有所下降，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万），但也是出于非经济原因（联邦增强计划到期）。从一个调查周到另一个调查周，常规州项目的持续申请减少了10.6万。</li><li><b>裁员。</b>Challenger、Gray&amp;Christmas报告的宣布裁员人数在前两个月下降14%后，9月份环比反弹11%（SA by GS）。尽管如此，根据这一指标，裁员仍接近30年来的最低点（1993年）。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9月就业预览：这将是一个节拍，问题是有多大</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\">\nSeptember Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9月就业预览：这将是一个节拍，问题是有多大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-08 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的首次申请失业救济报告和稳健的ADP私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午830点发布的周五非农就业报告，市场普遍预计非农就业报告将达到50万份——是上个月令人失望的23.5万份的两倍多——失业率降至5.1%，平均时薪增加至4.6%。与上个月不同的是，当我们正确预测8月份就业人数将大幅下降时，这次我们同意明天的报告将是一个节拍，唯一的问题是幅度有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最新24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动参与率：61.8%，上次61.7%</li><li>平均时薪同比：4.6%，过去4.3%</li><li>平均每周工作时间：34.7，最后34.7</li></ul>正如Newsquawk在其NFP预览中所写，9月份的就业数据是美联储11月3日政策会议之前的最后一份数据，将在美联储预期宣布缩减规模的背景下进行，在这种背景下，一份令人满意的报告可能足以让FOMC批准11月份宣布缩减每月1200亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，预计9月份非农就业人数增加60万，高于市场普遍预期的+50万，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9月5日全国范围内强化失业救济金到期，提振了有效劳动力供应和就业增长——就像7月和8月提前结束联邦救济金的州所做的那样。”</b>因此，高盛预计明天的人数将增加20万，10月份的增幅更大。该银行还认为，学校的重新开放促进了9月份就业增长约15万人。尽管有这些有利因素，但大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标一直具有建设性：ADP的就业数据出人意料地上升，尽管分析师继续指出，官方数据与ADP数据之间的直接关系很脆弱，尽管过去三份报告的差距低于10万。在8月和9月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近发布的数据显示申请失业救济人数上升可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次升至增长区域，但服务业招聘本月略有降温，但仍保持扩张；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日13:30 BST/08：30EDT发布9月就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员实际上已经确认，除非就业数据崩溃，否则美联储将在11月3日的会议上宣布缩减资产购买规模，9月份就业报告可能会降低对交易状况的相关性。因此，交易风险可能偏向下行，而不是上行，就业人数大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力进展如何；到目前为止，官员们尚未达成协议，正在制定权宜之计立法，以允许资金进入12月；一些分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>市场普遍预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将低于三个月和六个月的平均增长率，尽管与12个月的平均增长率一致（3个月的平均增长率为75万/月，6个月的平均增长率为65.3万/月，12个月的平均增长率为50.3万/月——这至少在技术上表明最近几个月的就业增长率有所改善）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍处于失业状态。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛措施：</b>失业率预计为5.1%（此前为5.2%）；劳动力参与率此前为61.7%，而疫情前为63.2%；U6衡量就业不足的指标此前为8.8%，而疫情前为7.0%；就业与人口比率之前为58.5%，而疫情之前为61.1%。这些宽松指标可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，许多人最近几个月指出，他们正在密切关注就业不足率、参与率和就业人口比率，以便更好地应对经济中仍然存在的宽松程度。这些数据越接近大流行前的水平，分析师就会受到鼓舞。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均时薪预计为+0.4%M/M（前值为+0.6%）；平均时薪预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（之前为34.7小时）。汇总2020年3月以来的非农就业数据，相对于大流行前的水平，仍有约533万美国人失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管就业岗位新增速度较第二季度的74.8万个明显放缓，但劳动力市场复苏仍在继续取得进展。报告还指出，休闲和酒店业仍然是经济复苏的最大受益者之一，但表示招聘仍受到疫情轨迹的严重影响，尤其是对小企业而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能为未来几个月的就业增长奠定基础。在数据方法方面，分析师继续指出，ADP的模型包含了许多之前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；Pantheon Macroeconomics表示：“由于德尔塔变异毒株对服务业的打击，8月份就业人数疲软，这种疲软可能会限制ADP数据。”“因此，超出共识表明ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超出是模型驱动的还是由于就业数据更强劲在ADP的客户。”</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与BLS就业报告调查窗口一致的当周首次申请失业救济人数约为35.1万人，与8月份就业数据调查窗口的34.9万人相比变化不大，分析师表示，季节性因素在提振每周数据方面发挥了作用，而飓风艾达可能会产生一些挥之不去的影响；9月份调查期间相应的持续申领数据已降至280.2万人，而8月份调查期间为290.8万人。总体而言，数据继续显示下降趋势，尽管最近几周初请失业金人数再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>：9月份服务业和制造业ISM报告显示出不同的趋势，服务业就业分项指数从53.7小幅放缓至53.0，表明增长但速度放缓，而制造业就业分项指数则回升至扩张区域，从之前的49.0升至50.2。在制造业方面，ISM表示，企业仍在努力实现劳资计划，但指出与前几个月相比出现了一些适度的进展迹象：“不到5%的评论指出就业方面有所改善，而8月份没有任何评论”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘”，其中约85%的回复是关于寻求额外人员，而近一半的受访者表示难以填补职位，比8月份有所增加。ISM表示：“有关离职率和退休的评论频率不断增加，延续了8月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，并且缺乏替代这些员工的渠道，而其他受访者则谈到各个层面都存在劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>主张一份好于预期的报告</b>：</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦强化失业救济金结束</b>一些州联邦福利的到期提振了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7月和8月的数据显示，从6月到8月，失去300美元补充付款的工人的找工作概率累计增加了6个百分点，失去所有福利的工人的找工作概率增加了12个百分点。<b>9月5日失去部分或全部福利的600万工人中，一些人在9月18日之前找到了工作——及时计入明天的数据。</b>高盛假设这一渠道将促进就业增长+20万，在随后的报告中会有更大的增长（到年底累计+130万）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校重新开学</b>.最大的100个学区都开放了面对面学习，促进了许多以前休假的教师和辅助人员的回归。虽然就业水平完全正常化将创造60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前水平高出20万个（见右图）。与此相关的是，BLS的季节性因素已经嵌入了夏季裁员中通常重新雇用教育工作者的情况，因此，如果返回工作岗位的看门人比典型的9月份少，在其他条件相同的情况下，这将减少经季节性调整的就业增长。总而言之，假设明天的报告中学校重新开放将增加大约15万人。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会（Conference Board）的劳动力差异——表示工作岗位充足的受访者与表示工作岗位难以获得的受访者之间的差异——从44.4%小幅降至42.5%，仍处于较高水平。此外，7月份JOLTS职位空缺增加了74.9万个，创下1090万个的新高。</li><li><b>ADP.</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资措施中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8月份，covid感染率反弹给服务消费和劳动力市场带来压力。尽管美国病例数在9月初开始下降，但开放式餐桌上的餐厅座位仅小幅反弹。休闲和酒店业就业人数在9月份有所增加，但可能不会像6月和7月那样以每月约40万的速度增长。</li><li><b>雇主调查</b>我们的商业调查的就业部分持平或下降，而我们和共识预测就业增长将会回升。高盛服务业调查就业跟踪指数维持在54.5不变，制造业调查就业跟踪指数下降0.4个百分点至57.8。高盛分析师指数(GSAI)下降0.8%至68.5，但就业指数上涨1.9%至71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>在8月和9月的调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项表明涨幅等于或高于共识（Census Small Business Pulse+0.5百万，ADP+0.6百万，Google mobility+200百万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当弱，尽管令人鼓舞，但它也表明，随着学校重新开放，与儿童保育相关的劳动力供应阻力大幅下降。</li><li><b>季节性。</b>9月的季节门槛比较低：BLS调整系数一般假定私人收入（不包括公立学校）下降60-700K，而7月和8月平均下降10万左右。持续的劳动力短缺鼓励企业在夏末减少裁员。部分抵消了这一顺风，9月份的季节性因素可能因危机而发生了不利的演变——特别是通过适应去年9月重新开放驱动的就业激增（私人就业人数+93.2万环比sa）。</li><li><b>申请失业救济。</b>尽管个人过渡或试图过渡到州计划，但9月份首次申请失业救济人数有所下降，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万），但也是出于非经济原因（联邦增强计划到期）。从一个调查周到另一个调查周，常规州项目的持续申请减少了10.6万。</li><li><b>裁员。</b>Challenger、Gray&amp;Christmas报告的宣布裁员人数在前两个月下降14%后，9月份环比反弹11%（SA by GS）。尽管如此，根据这一指标，裁员仍接近30年来的最低点（1993年）。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135993400","content_text":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.\nHere is a snapshot of what to expect tomorrow:\n\nTotal Payrolls: 500K, Last 235K\nPrivate Payrolls: 450K, Last 243K\nUnemployment Rate: 5.1%, Last 5.2%\nLabor force participation rate: 61.8%, Last 61.7%\nAverage Hourly Earnings Y/Y: 4.6%, Last 4.3%\nAverage Weekly Hours: 34.7, Last 34.7\n\nAs Newsquawk writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.\nGoldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong, and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.\nLabor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.\nPOLICY: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.\nPAYROLLS:The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.\nMEASURES OF SLACK:The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.\nEARNINGS:Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.\nADP:The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure & Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"\nINITIAL JOBLESS CLAIMS:Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.\nBUSINESS SURVEYS: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.\nARGUING FOR A BETTER-THAN-EXPECTED REPORT:\n\nEnd of federal enhanced unemployment beneﬁts. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).\n\n\n\nSchool reopening. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.\n\n\n\nJob availability. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.\nADP.Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.\n\nARGUING FOR A WEAKER-THAN-EXPECTED REPORT:\n\nDelta variant.Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.\nEmployer surveys. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.\n\nNEUTRAL FACTORS:\n\nBig Data.High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.\nSeasonality.The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).\nJobless claims.Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.\nJob cuts.Announced layoffs reported by Challenger, Gray & Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823181189,"gmtCreate":1633599195884,"gmtModify":1633599256250,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823181189","repostId":"1147808546","repostType":4,"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867215950,"gmtCreate":1633270919580,"gmtModify":1633270919718,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867215950","repostId":"1186540865","repostType":4,"repost":{"id":"1186540865","kind":"news","pubTimestamp":1633289898,"share":"https://www.laohu8.com/m/news/1186540865?lang=zh_CN&edition=full","pubTime":"2021-10-04 03:38","market":"us","language":"en","title":"US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来：新发行人在健身主导的5周IPO中大汗淋漓</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186540865","media":"Renaissance Capital","summary":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness co","content":"<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周，由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化，在美国29个州和加拿大一个省运营着150多个“中心”，截至2011年7月31日，为近140万个人会员提供服务。尽管该公司受到疫情的严重打击，但此后运营情况显着改善，2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health &amp; Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商，销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速，但尚未盈利，为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来，该公司的平台增长迅速且利润丰厚，已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND，并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果，并计划在2021年第四季度启动3期试验，预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来：新发行人在健身主导的5周IPO中大汗淋漓</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\">\nUS IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来：新发行人在健身主导的5周IPO中大汗淋漓</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-04 03:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周，由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化，在美国29个州和加拿大一个省运营着150多个“中心”，截至2011年7月31日，为近140万个人会员提供服务。尽管该公司受到疫情的严重打击，但此后运营情况显着改善，2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health &amp; Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商，销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速，但尚未盈利，为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来，该公司的平台增长迅速且利润丰厚，已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND，并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果，并计划在2021年第四季度启动3期试验，预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week\">Renaissance Capital</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":{"LTH":"Life Time Group Holdings, Inc.","ISO":"IsoPlexis Corp.","CING":"CINGULATE INC.","THRX":"Theseus Pharmaceuticals, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186540865","content_text":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.\nFitness chainLife Time Group Holdings(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.\nFitness equipment brandiFIT Health & Fitness(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.\nProteomics platformIsoPlexis(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.\nBiotechTheseus Pharmaceuticals(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.\nDrug developerCingulate(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.","news_type":1,"symbols_score_info":{"THRX":0.9,"ISO":0.9,"IFIT":0.9,"LTH":0.9,"CING":0.9}},"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864102856,"gmtCreate":1633066016837,"gmtModify":1633066016962,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864102856","repostId":"2172951249","repostType":4,"isVote":1,"tweetType":1,"viewCount":3273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862759635,"gmtCreate":1632917838032,"gmtModify":1632917838140,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862759635","repostId":"1144324950","repostType":4,"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866388187,"gmtCreate":1632734692549,"gmtModify":1632798220554,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866388187","repostId":"2170488786","repostType":4,"repost":{"id":"2170488786","kind":"news","pubTimestamp":1632685409,"share":"https://www.laohu8.com/m/news/2170488786?lang=zh_CN&edition=full","pubTime":"2021-09-27 03:43","market":"other","language":"en","title":"Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170488786","media":"Yahoo Finance","summary":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race t","content":"<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDebt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-09-27 03:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">Yahoo Finance</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":"https://static.tigerbbs.com/e7e749e88d2580d292ffc6ae18d03b65","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170488786","content_text":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the debt ceiling. Elsewhere, economic data on consumer confidence is also due for release.\nThe Senate is expected to vote Monday on a procedural motion over the legislation passed by the House of Representatives last week. That bill included a plan to temporarily fund the government through early December, and came alongside a measure to raise the government debt ceiling through December 2022.\nThe latter point has been an area of contention for Senate Republicans, who are only narrowly outnumbered by Democratic lawmakers in both chambers and who have threatened to block the bill in its current form.\nSenate Republicans including Minority Leader Mitch McConnell have suggested that Democratic lawmakers should use the budget reconciliation process to raise the debt ceiling without Republican support. McConnell has, however, supported a short-term government funding bill that excludes a debt ceiling suspension.\n\"If they [the Democrats] want to tax, borrow and spend historic sums of money without our input, they’ll have to raise the debt limit without our help. This is the reality,” McConnell said on the Senate floor last week.\nDemocratic lawmakers, for their part, have called for the move to raise the debt limit be bipartisan to prevent the government from defaulting on its obligations. The Treasury Department has warned that the U.S. could default on its debts as soon as October in absence of congressional action.\n\"The U.S. has always paid its bills on time, but the overwhelming consensus among economists and Treasury officials of both parties is that failing to raise the debt limit would produce widespread economic catastrophe,\" Treasury Secretary Janet Yellen wrote in an op-ed in the Wall Street Journal last week.\nFederal Reserve Chair Jerome Powell also warned of the consequences of a failure to raise the debt ceiling during his post-FOMC meeting press conference last week.\n\"It's just very important that the debt ceiling be raised in a timely fashion so that the United States can pay its bills when and as they come due. That's a critically important thing,\" he said. \"The failure to do that is something that could result in severe reactions, severe damage to the economy and to the financial markets ... no one should assume that the Fed or anyone else can protect the markets or the economy in the event of a failure.\"\nA dead Elm tree is removed on the West Front of the Capitol in Washington, Friday, Sept. 10, 2021. (AP Photo/J. Scott Applewhite)ASSOCIATED PRESS\nAmid the standoff, the Office of Management and Budget began warning federal agencies last week to prepare for a potential government shutdown. The reminder served as a standard warning one week out from Congress's deadline to reach an agreement to at least temporarily continue funding the government.\nThough leaders of both political parties have agreed that a continuing resolution to avoid the shutdown at the end of the month is needed, the ongoing tension over raising the debt limit has served as a potential roadblock in this effort.\n\"We still expect Congress to avert a partial government shutdown at the start of October. Republicans won’t vote for the current continuing resolution being touted by the Democratic leadership, which also includes a new debt ceiling suspension,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note Friday. \"But we expect a Plan B to emerge next week with the latter stripped out, which Republicans will support.\"\n\"The bigger issue is that there doesn’t appear to be an easy path to raising the debt ceiling by mid-October, which is when estimates suggest the Treasury’s will exhaust the 'extraordinary measures it is currently using to keep the lights on,\" he added.\nInvestors have also grown jittery as the debates wore on, with stocks posting their worst day since May last week amid a confluence of concerns that also included debt concerns with China Evergrande.\nMany strategists, however, have suggested market participants need not be overly concerned about the impacts of a potential government shutdown.\n\"Historically, we've seen that government shutdowns tend to be short-lived,\" Jordan Jackson, JPMorgan Asset Management global market strategist, told Yahoo Finance Live on Friday. \"We also know that for those non-essential federal employees, they do get furlough pay as well.\"\n\"If it lasts more than 30 days, it's certainly going to have a bigger impact on the economy. But generally speaking, these shutdowns tend to be short-lived and markets — while they may correct in the short-term — they do sort of continue to grind higher,\" he added. \"I think it's certainly a risk in terms of a short-term mini correction there. But again, with all the liquidity out there, I think any sort of blip in the markets will be short-lived.\"\nHistorical equity performance during and immediately following a government shutdown has also tended to point to a muted market impact.\n\"In the 14 government shutdowns since 1980, the S&P 500 generated median returns of -0.1% on the dates of budget authority expiration, 0.1% during the shutdown periods, and 0.3% on the dates of resolution,\" David Kostin, Goldman Sachs chief equity strategist, wrote in a note published on Sept. 21.\n\"One notable exception was the most recent federal shutdown in December 2018, when the S&P 500 fell 2% on the spending authority expiration date,\" he added. \"However, this decline was likely driven primarily by investor concerns about Fed tightening.\"\nKostin also noted that the typical government shutdown since 1980 has only lasted three days before ultimately being resolved. More recent shutdowns have lasted several times longer, however, with the duration of the four most recent federal shutdowns averaging 18 days, Kostin said.\nConsumer confidence\nOn the economic data front, one of the most closely watched new pieces of data will be on consumer confidence.\nThe Conference Board is set to release its September consumer confidence index Tuesday morning. Economists expect the index to tick up only slightly compared to August, with consumers' views on the coronavirus and rising prices stabilizing near the lowest level since February.\nSpecifically, consensus economists are looking for the index to rise to 115.0 in September after dropping to 113.8 in August. During the last monthly report, consumers' assessments of current business and labor market conditions both eased, and expectations for the next six months out also deteriorated.\n\"Consumer confidence fell to a six-month low in August, due to concerns around the Delta variant and inflation,\" wrote Bank of America economist Michelle Meyer in a note on Friday. \"We think these concerns largely remained in September.\"\nAt the time, Lynn Franco, senior director of economic indicators at the Conference Board, said it was still \"too soon to conclude\" whether decline in consumer confidence would \"result in consumers significantly curtailing their spending in the months ahead.\"\nThe latest spending data has also been equivocal. The Commerce Department's latest report showed retail sales rose 0.7% in August after declining in July. However, the categories posting the biggest declines were areas like e-commerce shops and grocery stores, suggesting consumer behavior was shifting back toward stay-in-place trends and away from in-person events like restaurant dining amid the latest wave of the coronavirus.\nEconomic calendar\n\nMonday: Durable goods orders, August preliminary (0.6% expected, -0.1% in July); Durable goods excluding transportation, August preliminary (0.5% expected, 0.8% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.3% expected, 0.1% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.9% in July); Dallas Fed Manufacturing Activity Index, September (11.0 expected, 9.0 in July)\nTuesday: Advance goods trade balance, August (-$87.0 billion expected, -$86.4 billion in July); Wholesale inventories, month-over-month, August preliminary (0.6% in July); Retail inventories, month-over-month, August (0.4% in July); FHFA House Price Index, month-over-month, July (1.5% expected, 1.6% in July); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (1.62% expected, 1.77% in June); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (20.1% expected, 19.08% in June); Conference Board Consumer Confidence Index, September (114.2 expected, 113.8 in August); Richmond Fed Manufacturing Index, September (9 in August)\nWednesday: MBA Mortgage Applications, week ended September 24 (4.9% during prior month); Pending home sales, month-over-month, August (1.0% expected, -1.8% in July)\nThursday: Initial jobless claims, week ended September 25 (320,000 expected, 351,000 during prior week); Continuing claims, week ended September 18 (2.845 million during prior week); GDP annualized, quarter-over-quarter, second-quarter third estimate (6.7% expected, 6.6% in prior estimate); Personal consumption, second-quarter third estimate (11.9% in prior estimate); Core personal consumption expenditures, second quarter third estimate (6.1% in prior estimate); MNI Chicago PMI, September (65.0 expected, 66.8 in August)\nFriday: Personal income, August (0.2% expected, 1.1% in July); Personal spending, August (0.7% expected, 0.3% in July); Personal consumption expenditures core deflator, month-over-over, August (0.2% expected, 0.3% in July); Personal consumption expenditures core deflator, year-over-year, August (3.6% expected, 3.6% in July); Markit manufacturing PMI, September final (60.5 in prior estimate); Construction spending, month-over-month, August (0.3% expected, 0.3% in July); University of Michigan sentiment, September final (71.0 expected, 71.0 in prior print); ISM Manufacturing, September (59.5 expected, 59.9 in August)\n\nEarnings calendar\n\nMonday: Aurora Cannabis (ACB) after market close\nTuesday: Micron Technology (MU) after market close.\nWednesday: No notable reports scheduled for release\nThursday: CarMax (KMX), Bed Bath & Beyond (BBBY) before market open; Jefferies (JEF) after market close\nFriday: No notable reports scheduled for releas","news_type":1,"symbols_score_info":{"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868924983,"gmtCreate":1632579776042,"gmtModify":1632655571764,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868924983","repostId":"1188909032","repostType":4,"repost":{"id":"1188909032","kind":"news","pubTimestamp":1632531451,"share":"https://www.laohu8.com/m/news/1188909032?lang=zh_CN&edition=full","pubTime":"2021-09-25 08:57","market":"us","language":"en","title":"5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188909032","media":"Nasdaq","summary":"Do You Have These Top Consumer Stocks On Your Radar Now?\nThe past trading week has been exciting, to","content":"<p>Do You Have These Top Consumer Stocks On Your Radar Now?</p><p><blockquote>您现在关注这些顶级消费股吗？</blockquote></p><p> The past trading week has been exciting, to say the least. Despite all of the ups and downs,consumer stockscontinue to make waves in thestock market today. If anything, the consumer-focused industry continues to hold strong now. This is evident as August’s retail sales figures smashed expectations, rising by 0.7% versus an estimated drop of 0.8%. Moreover, the current broad-based rebound in thestock marketcould indicate that investors’ sentiment on the economy is improving.</p><p><blockquote>至少可以说，过去的交易周令人兴奋。尽管经历了大起大落，消费类股今天继续在股市上掀起波澜。如果说有什么不同的话，那就是以消费者为中心的行业现在继续保持强劲。这一点很明显，8月份零售额数据超出预期，增长0.7%，而预期下降0.8%。此外，当前股市的广泛反弹可能表明投资者对经济的信心正在改善。</blockquote></p><p> Evidently, we could look at the likes of<b>Roku</b>(NASDAQ: ROKU) right now. Just yesterday, Guggenheim analyst Michael Morris provided a positive update on the stock. Namely, Morris hit ROKU stock with a Buy rating and a price target of $395. Morris cites Roku’s aggressive expansion of its original content and penetration of international markets as core reasons for the upgrade.</p><p><blockquote>显然，我们可以看看<b>Roku</b>（纳斯达克：ROKU）现在。就在昨天，古根海姆分析师迈克尔·莫里斯提供了该股的积极更新。也就是说，Morris给予ROKU股票买入评级，目标价为395美元。Morris将Roku对其原创内容的积极扩张和对国际市场的渗透作为升级的核心原因。</blockquote></p><p> At the same time, there is some interesting movement going on with<b>Nike’s</b>(NYSE: NKE) shares as well. Yesterday, the company posted its first-quarter earnings after the closing bell. In short, Nike reported an earnings per share of $1.16 on revenue of $12.25 billion for the quarter. This is against estimates of $1.11 and $12.46 billion. Investors appear to be focusing on Nike’s revenue miss which is mostly due to temporary supply chain pressures. Regardless, as one of the biggest names in the sports apparel industry globally, some could see opportunity in NKE stocks’ current weakness. With all this activity in the space now, could one of these consumer stocks be worth investing in?</p><p><blockquote>与此同时，有一些有趣的运动正在进行<b>耐克的</b>（纽约证券交易所代码：NKE）的股票也是如此。昨天，该公司在收盘后公布了第一季度财报。简而言之，耐克报告本季度每股收益为1.16美元，营收为122.5亿美元。相比之下，估计为11.1亿美元和124.6亿美元。投资者似乎关注耐克的营收下滑，这主要是由于暂时的供应链压力。无论如何，作为全球运动服装行业最大的品牌之一，一些人可能会从NKE股票当前的疲软中看到机会。鉴于目前该领域的所有活动，这些消费股中的一只值得投资吗？</blockquote></p><p> Best Consumer Stocks To Buy [Or Sell] Today</p><p><blockquote>今天最值得买入[或卖出]的消费股</blockquote></p><p> <ul>  <li><b>Beyond Meat Inc.</b>(NASDAQ: BYND)</li>  <li><b>Trip.com Group Ltd.</b>(NASDAQ: TCOM)</li>  <li><b>Vail Resorts Inc.</b>(NYSE: MTN)</li>  <li><b>Costco Wholesale Corporation</b>(NASDAQ: COST)</li>  <li><b>Stitch Fix Inc.</b>(NASDAQ: SFIX)</li> </ul> Beyond Meat Inc.</p><p><blockquote><ul><li><b>Beyond Meat公司。</b>（纳斯达克：BYND）</li><li><b>携程集团有限公司。</b>（纳斯达克：TCOM）</li><li><b>韦尔度假村公司。</b>（纽约证券交易所代码：MTN）</li><li><b>好市多批发公司</b>（纳斯达克：成本）</li><li><b>缝合修复公司。</b>（纳斯达克：SFIX）</li></ul>Beyond Meat公司。</blockquote></p><p> <b>Beyond Meat</b>is a plant-based meat substitutes retailer with headquarters in California. The company offers plant-based options in the beef, poultry, and pork categories. In fact, it is one of the fastest-growing food companies in the U.S. as more people are increasingly alternating to plant-based options. Its products are designed to have the same taste and texture as animal-based meat while being the better option for the environment. BYND stock has almost doubled in valuation since its pandemic era low.</p><p><blockquote><b>Beyond Meat</b>是一家植物性肉类替代品零售商，总部位于加利福尼亚州。该公司提供牛肉、家禽和猪肉类别的植物性选择。事实上，随着越来越多的人越来越多地转向植物性食品，它是美国发展最快的食品公司之一。它的产品被设计成具有与动物性肉类相同的味道和质地，同时也是更好的环境选择。自大流行时代低点以来，BYND股票的估值几乎翻了一番。</blockquote></p><p> In August, the company reported its second-quarter financials. Diving in, net revenue for the quarter was $149.4 million, increasing by 31.8% year-over-year. Furthermore, gross profit for the quarter was $47.4 million. The company saw record net revenues and also continues to return to growth in the foodservice industry as its customers welcome consumers back to their venues. Not resting on its laurels, the company also continues to make substantial investments in its long-term growth in the U.S. and abroad. Given all of this, will you consider investing in BYND stock right now?</p><p><blockquote>8月，该公司公布了第二季度财务数据。该季度净收入为1.494亿美元，同比增长31.8%。此外，该季度毛利润为4740万美元。该公司实现了创纪录的净收入，并且随着客户欢迎消费者回到他们的场所，餐饮服务行业也继续恢复增长。该公司并没有固步自封，还继续为其在美国和海外的长期增长进行大量投资。鉴于所有这些，您现在会考虑投资BYND股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/875119289e70dc28e620fb5eeb2d291b\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;What Stocks To Buy Today? 5 Tech Stocks To Watch</p><p><blockquote><b>[阅读更多]</b>今天买什么股票？5只值得关注的科技股</blockquote></p><p> Trip.com Group Ltd</p><p><blockquote>携程集团有限公司</blockquote></p><p> Following that, we have multinational online travel company<b>Trip.com</b>, a leading one-stop travel platform globally. It integrates a comprehensive suite of travel products and services and differentiated travel content. It is the go-to destination for travelers in China and around the world. Impressively, it is currently one of the largest online travel agencies in China and also one of the largest travel service providers in the world.</p><p><blockquote>接下来，我们有跨国在线旅游公司<b>Trip.com</b>，全球领先的一站式旅游平台。它整合了一套全面的旅游产品和服务以及差异化的旅游内容。它是中国和世界各地游客的首选目的地。令人印象深刻的是，它是目前中国最大的在线旅行社之一，也是全球最大的旅游服务提供商之一。</blockquote></p><p> After yesterday’s closing bell, Trip.com posted solid figures in its second fiscal quarter earnings report. In it, the company saw a total revenue of $912 million for the quarter. This marks a significant year-over-year jump of 86%. In terms of net income, the company saw a 43% increase over the same period. CEO Jane Sun cites Trip.com’s focus on the domestic market as a core contributor to this solid quarter for the company. Overall, given this piece of news, will you consider adding TCOM stock to your portfolio right now?</p><p><blockquote>昨天收盘后，携程在第二财季财报中公布了稳健的数据。该公司本季度总收入为9.12亿美元。这标志着同比大幅增长86%。净利润方面，该公司同期增长了43%。首席执行官Jane Sun表示，携程对国内市场的关注是该公司本季度业绩强劲的核心贡献者。总体而言，鉴于这条消息，您现在会考虑将TCOM股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/781e08ea2e30a4f9c94020727b3e77bc\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOSVail Resorts Inc.</p><p><blockquote>资料来源：德美利证券TOSVail Resorts Inc.</blockquote></p><p> <b>Vail Resorts</b>is a leading global mountain resort operator. The company and its subsidiaries operate 37 destination mountain resorts and regional ski areas. In essence, it owns and/or manages a collection of casually elegant hotels under the RockResorts brand. It also has a development company that is in the real estate planning and development business. MTN stock is up by over 40% in the past year alone.</p><p><blockquote><b>韦尔度假村</b>是全球领先的山地度假村运营商。该公司及其子公司经营着37个目的地山地度假村和区域滑雪场。本质上，它拥有和/或管理RockResorts品牌下的一系列休闲优雅的酒店。它还拥有一家从事房地产规划和开发业务的开发公司。仅去年一年，MTN股价就上涨了40%以上。</blockquote></p><p></p><p> Recently, KeyBanc Capital Markets upgraded Vail Resorts to an Overweight rating from Sector Weight and hit it with a price target of $355. Analyst Brett Andreas says that demand for skiing vacations was exceeding expectations with some bookings already at record levels. Not to mention, the company continues to gain momentum on the financial front. In its fourth fiscal quarterearnings call, Vail reported a net income of $127.9 million, marking a sizable 29.4% year-over-year increase. After considering that pandemic-related factors still weigh on its key operations, the company’s fundamentals are admirable. Moreover, the company also declared a cash dividend of $0.88 per share, to investors’ delight. All things considered, will you buy MTN stock?</p><p><blockquote>最近，KeyBanc Capital Markets将Vail Resorts的评级从行业权重上调至跑赢大盘，并将其目标价定为355美元。分析师布雷特·安德烈亚斯表示，滑雪度假的需求超出了预期，一些预订量已经达到创纪录水平。更不用说，该公司在财务方面继续获得动力。在第四财季收益看涨期权中，韦尔公布净利润为1.279亿美元，同比大幅增长29.4%。在考虑到大流行相关因素仍然拖累其关键业务后，该公司的基本面令人钦佩。此外，该公司还宣布派发每股0.88美元的现金股息，令投资者感到高兴。综合考虑，您会购买MTN股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c596fd2c2dc3ef4d15e9c9dfa89b8147\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Semiconductor Stocks To Watch Right Now</p><p><blockquote><b>[阅读更多]</b>目前值得关注的4只半导体股票</blockquote></p><p> Costco Wholesale Corporation</p><p><blockquote>好市多批发公司</blockquote></p><p> Next up, we will be taking a look at<b>Costco</b>. For the most part, the multinational consumer staples giant would be another player to consider in thestock market today. The main factor differentiating Costco from its retail competitors would be its membership-only big-box operations. Simply put, the company only caters to members and sells daily necessities in bulk. Amidst the ongoing pandemic and climate crises, Costco’s offerings could see greater demand from consumers.</p><p><blockquote>接下来，我们将看看<b>Costco</b>在很大程度上，这家跨国消费品巨头将是当今股市中另一个值得考虑的参与者。Costco区别于零售竞争对手的主要因素是其仅限会员的大卖场业务。简单来说，公司只迎合会员，散装销售日用品。在持续的大流行和气候危机中，好市多的产品可能会受到消费者更大的需求。</blockquote></p><p> By and large, with COST stock sitting on year-to-date gains of over 19%, could it be worth investing in? Well, for one thing, the company beat Wall Streets’ projections across the board in its latest quarterly earnings report. In detail, Costco posted an earnings per share of $3.76 on revenue of $62.7 billion for the quarter. For some perspective, consensus estimates suggest an earnings per share of $3.59 on revenue of $61.6 billion. All in all, would you consider adding COST stock to your portfolio?</p><p><blockquote>总的来说，成本股今年迄今的涨幅超过19%，值得投资吗？一方面，该公司在最新的季度收益报告中全面超出了华尔街的预测。具体而言，Costco公布本季度每股收益为3.76美元，营收为627亿美元。从某种角度来看，普遍预期每股收益为3.59美元，营收为616亿美元。总而言之，您会考虑将成本股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0412ae414ccd0df0d5f93302bd037b56\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;Top Stocks To Buy Now? 4 Renewable Energy Stocks For Your Watchlist</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的股票？值得您关注的4只可再生能源股票</blockquote></p><p> Stitch Fix Inc.</p><p><blockquote>缝合修复公司。</blockquote></p><p> Another name to know in the consumer stock space now would be<b>Stitch Fix</b>. In brief, it is an online personal styling service. Through a combination of artificial intelligence and data science, Stitch Fix provides customers with personalized e-commerce experiences. Given the prevalence of online shopping throughout the pandemic, SFIX stock could be in focus among investors. In fact, the company’s shares are up by over 15% just this week on account of its solid earnings report.</p><p><blockquote>现在消费股领域另一个值得了解的名字是<b>缝合固定</b>简而言之，它是一种在线个人造型服务。通过人工智能和数据科学的结合，Stitch Fix为客户提供个性化的电子商务体验。鉴于在线购物在整个大流行期间的盛行，SFIX股票可能会成为投资者关注的焦点。事实上，由于其稳健的盈利报告，该公司股价仅本周就上涨了15%以上。</blockquote></p><p> Notably, Stitch Fix raked in a total revenue of $571.16 million for the quarter, marking a 28% year-over-year increase. Additionally, the company also reported massive year-over-year spikes of over 145% in both its net income and earnings per share. Despite beating analyst estimates on these fronts, Stitch Fix does not seem to be slowing down anytime soon. This appears to be the case as the company is expanding its services with Stitch Fix Freestyle, a “differentiated shopping experience”. This would give customers a more instant and flexible means of shopping on its platform. As such, could SFIX stock be a top pick in the stock market now?</p><p><blockquote>值得注意的是，Stitch Fix本季度总收入为5.7116亿美元，同比增长28%。此外，该公司还报告称，其净利润和每股收益同比大幅增长超过145%。尽管在这些方面超出了分析师的预期，但Stitch Fix似乎不会很快放缓。这似乎是因为该公司正在通过Stitch Fix Freestyle扩展其服务，这是一种“差异化的购物体验”。这将为客户提供一种更即时、更灵活的方式在其平台上购物。因此，SFIX股票现在能成为股市的首选吗？</blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Consumer Stocks To Watch Ahead Of October 2021<blockquote>2021年10月之前值得关注的5只顶级消费股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-09-25 08:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Do You Have These Top Consumer Stocks On Your Radar Now?</p><p><blockquote>您现在关注这些顶级消费股吗？</blockquote></p><p> The past trading week has been exciting, to say the least. Despite all of the ups and downs,consumer stockscontinue to make waves in thestock market today. If anything, the consumer-focused industry continues to hold strong now. This is evident as August’s retail sales figures smashed expectations, rising by 0.7% versus an estimated drop of 0.8%. Moreover, the current broad-based rebound in thestock marketcould indicate that investors’ sentiment on the economy is improving.</p><p><blockquote>至少可以说，过去的交易周令人兴奋。尽管经历了大起大落，消费类股今天继续在股市上掀起波澜。如果说有什么不同的话，那就是以消费者为中心的行业现在继续保持强劲。这一点很明显，8月份零售额数据超出预期，增长0.7%，而预期下降0.8%。此外，当前股市的广泛反弹可能表明投资者对经济的信心正在改善。</blockquote></p><p> Evidently, we could look at the likes of<b>Roku</b>(NASDAQ: ROKU) right now. Just yesterday, Guggenheim analyst Michael Morris provided a positive update on the stock. Namely, Morris hit ROKU stock with a Buy rating and a price target of $395. Morris cites Roku’s aggressive expansion of its original content and penetration of international markets as core reasons for the upgrade.</p><p><blockquote>显然，我们可以看看<b>Roku</b>（纳斯达克：ROKU）现在。就在昨天，古根海姆分析师迈克尔·莫里斯提供了该股的积极更新。也就是说，Morris给予ROKU股票买入评级，目标价为395美元。Morris将Roku对其原创内容的积极扩张和对国际市场的渗透作为升级的核心原因。</blockquote></p><p> At the same time, there is some interesting movement going on with<b>Nike’s</b>(NYSE: NKE) shares as well. Yesterday, the company posted its first-quarter earnings after the closing bell. In short, Nike reported an earnings per share of $1.16 on revenue of $12.25 billion for the quarter. This is against estimates of $1.11 and $12.46 billion. Investors appear to be focusing on Nike’s revenue miss which is mostly due to temporary supply chain pressures. Regardless, as one of the biggest names in the sports apparel industry globally, some could see opportunity in NKE stocks’ current weakness. With all this activity in the space now, could one of these consumer stocks be worth investing in?</p><p><blockquote>与此同时，有一些有趣的运动正在进行<b>耐克的</b>（纽约证券交易所代码：NKE）的股票也是如此。昨天，该公司在收盘后公布了第一季度财报。简而言之，耐克报告本季度每股收益为1.16美元，营收为122.5亿美元。相比之下，估计为11.1亿美元和124.6亿美元。投资者似乎关注耐克的营收下滑，这主要是由于暂时的供应链压力。无论如何，作为全球运动服装行业最大的品牌之一，一些人可能会从NKE股票当前的疲软中看到机会。鉴于目前该领域的所有活动，这些消费股中的一只值得投资吗？</blockquote></p><p> Best Consumer Stocks To Buy [Or Sell] Today</p><p><blockquote>今天最值得买入[或卖出]的消费股</blockquote></p><p> <ul>  <li><b>Beyond Meat Inc.</b>(NASDAQ: BYND)</li>  <li><b>Trip.com Group Ltd.</b>(NASDAQ: TCOM)</li>  <li><b>Vail Resorts Inc.</b>(NYSE: MTN)</li>  <li><b>Costco Wholesale Corporation</b>(NASDAQ: COST)</li>  <li><b>Stitch Fix Inc.</b>(NASDAQ: SFIX)</li> </ul> Beyond Meat Inc.</p><p><blockquote><ul><li><b>Beyond Meat公司。</b>（纳斯达克：BYND）</li><li><b>携程集团有限公司。</b>（纳斯达克：TCOM）</li><li><b>韦尔度假村公司。</b>（纽约证券交易所代码：MTN）</li><li><b>好市多批发公司</b>（纳斯达克：成本）</li><li><b>缝合修复公司。</b>（纳斯达克：SFIX）</li></ul>Beyond Meat公司。</blockquote></p><p> <b>Beyond Meat</b>is a plant-based meat substitutes retailer with headquarters in California. The company offers plant-based options in the beef, poultry, and pork categories. In fact, it is one of the fastest-growing food companies in the U.S. as more people are increasingly alternating to plant-based options. Its products are designed to have the same taste and texture as animal-based meat while being the better option for the environment. BYND stock has almost doubled in valuation since its pandemic era low.</p><p><blockquote><b>Beyond Meat</b>是一家植物性肉类替代品零售商，总部位于加利福尼亚州。该公司提供牛肉、家禽和猪肉类别的植物性选择。事实上，随着越来越多的人越来越多地转向植物性食品，它是美国发展最快的食品公司之一。它的产品被设计成具有与动物性肉类相同的味道和质地，同时也是更好的环境选择。自大流行时代低点以来，BYND股票的估值几乎翻了一番。</blockquote></p><p> In August, the company reported its second-quarter financials. Diving in, net revenue for the quarter was $149.4 million, increasing by 31.8% year-over-year. Furthermore, gross profit for the quarter was $47.4 million. The company saw record net revenues and also continues to return to growth in the foodservice industry as its customers welcome consumers back to their venues. Not resting on its laurels, the company also continues to make substantial investments in its long-term growth in the U.S. and abroad. Given all of this, will you consider investing in BYND stock right now?</p><p><blockquote>8月，该公司公布了第二季度财务数据。该季度净收入为1.494亿美元，同比增长31.8%。此外，该季度毛利润为4740万美元。该公司实现了创纪录的净收入，并且随着客户欢迎消费者回到他们的场所，餐饮服务行业也继续恢复增长。该公司并没有固步自封，还继续为其在美国和海外的长期增长进行大量投资。鉴于所有这些，您现在会考虑投资BYND股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/875119289e70dc28e620fb5eeb2d291b\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;What Stocks To Buy Today? 5 Tech Stocks To Watch</p><p><blockquote><b>[阅读更多]</b>今天买什么股票？5只值得关注的科技股</blockquote></p><p> Trip.com Group Ltd</p><p><blockquote>携程集团有限公司</blockquote></p><p> Following that, we have multinational online travel company<b>Trip.com</b>, a leading one-stop travel platform globally. It integrates a comprehensive suite of travel products and services and differentiated travel content. It is the go-to destination for travelers in China and around the world. Impressively, it is currently one of the largest online travel agencies in China and also one of the largest travel service providers in the world.</p><p><blockquote>接下来，我们有跨国在线旅游公司<b>Trip.com</b>，全球领先的一站式旅游平台。它整合了一套全面的旅游产品和服务以及差异化的旅游内容。它是中国和世界各地游客的首选目的地。令人印象深刻的是，它是目前中国最大的在线旅行社之一，也是全球最大的旅游服务提供商之一。</blockquote></p><p> After yesterday’s closing bell, Trip.com posted solid figures in its second fiscal quarter earnings report. In it, the company saw a total revenue of $912 million for the quarter. This marks a significant year-over-year jump of 86%. In terms of net income, the company saw a 43% increase over the same period. CEO Jane Sun cites Trip.com’s focus on the domestic market as a core contributor to this solid quarter for the company. Overall, given this piece of news, will you consider adding TCOM stock to your portfolio right now?</p><p><blockquote>昨天收盘后，携程在第二财季财报中公布了稳健的数据。该公司本季度总收入为9.12亿美元。这标志着同比大幅增长86%。净利润方面，该公司同期增长了43%。首席执行官Jane Sun表示，携程对国内市场的关注是该公司本季度业绩强劲的核心贡献者。总体而言，鉴于这条消息，您现在会考虑将TCOM股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/781e08ea2e30a4f9c94020727b3e77bc\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOSVail Resorts Inc.</p><p><blockquote>资料来源：德美利证券TOSVail Resorts Inc.</blockquote></p><p> <b>Vail Resorts</b>is a leading global mountain resort operator. The company and its subsidiaries operate 37 destination mountain resorts and regional ski areas. In essence, it owns and/or manages a collection of casually elegant hotels under the RockResorts brand. It also has a development company that is in the real estate planning and development business. MTN stock is up by over 40% in the past year alone.</p><p><blockquote><b>韦尔度假村</b>是全球领先的山地度假村运营商。该公司及其子公司经营着37个目的地山地度假村和区域滑雪场。本质上，它拥有和/或管理RockResorts品牌下的一系列休闲优雅的酒店。它还拥有一家从事房地产规划和开发业务的开发公司。仅去年一年，MTN股价就上涨了40%以上。</blockquote></p><p></p><p> Recently, KeyBanc Capital Markets upgraded Vail Resorts to an Overweight rating from Sector Weight and hit it with a price target of $355. Analyst Brett Andreas says that demand for skiing vacations was exceeding expectations with some bookings already at record levels. Not to mention, the company continues to gain momentum on the financial front. In its fourth fiscal quarterearnings call, Vail reported a net income of $127.9 million, marking a sizable 29.4% year-over-year increase. After considering that pandemic-related factors still weigh on its key operations, the company’s fundamentals are admirable. Moreover, the company also declared a cash dividend of $0.88 per share, to investors’ delight. All things considered, will you buy MTN stock?</p><p><blockquote>最近，KeyBanc Capital Markets将Vail Resorts的评级从行业权重上调至跑赢大盘，并将其目标价定为355美元。分析师布雷特·安德烈亚斯表示，滑雪度假的需求超出了预期，一些预订量已经达到创纪录水平。更不用说，该公司在财务方面继续获得动力。在第四财季收益看涨期权中，韦尔公布净利润为1.279亿美元，同比大幅增长29.4%。在考虑到大流行相关因素仍然拖累其关键业务后，该公司的基本面令人钦佩。此外，该公司还宣布派发每股0.88美元的现金股息，令投资者感到高兴。综合考虑，您会购买MTN股票吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c596fd2c2dc3ef4d15e9c9dfa89b8147\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;4 Semiconductor Stocks To Watch Right Now</p><p><blockquote><b>[阅读更多]</b>目前值得关注的4只半导体股票</blockquote></p><p> Costco Wholesale Corporation</p><p><blockquote>好市多批发公司</blockquote></p><p> Next up, we will be taking a look at<b>Costco</b>. For the most part, the multinational consumer staples giant would be another player to consider in thestock market today. The main factor differentiating Costco from its retail competitors would be its membership-only big-box operations. Simply put, the company only caters to members and sells daily necessities in bulk. Amidst the ongoing pandemic and climate crises, Costco’s offerings could see greater demand from consumers.</p><p><blockquote>接下来，我们将看看<b>Costco</b>在很大程度上，这家跨国消费品巨头将是当今股市中另一个值得考虑的参与者。Costco区别于零售竞争对手的主要因素是其仅限会员的大卖场业务。简单来说，公司只迎合会员，散装销售日用品。在持续的大流行和气候危机中，好市多的产品可能会受到消费者更大的需求。</blockquote></p><p> By and large, with COST stock sitting on year-to-date gains of over 19%, could it be worth investing in? Well, for one thing, the company beat Wall Streets’ projections across the board in its latest quarterly earnings report. In detail, Costco posted an earnings per share of $3.76 on revenue of $62.7 billion for the quarter. For some perspective, consensus estimates suggest an earnings per share of $3.59 on revenue of $61.6 billion. All in all, would you consider adding COST stock to your portfolio?</p><p><blockquote>总的来说，成本股今年迄今的涨幅超过19%，值得投资吗？一方面，该公司在最新的季度收益报告中全面超出了华尔街的预测。具体而言，Costco公布本季度每股收益为3.76美元，营收为627亿美元。从某种角度来看，普遍预期每股收益为3.59美元，营收为616亿美元。总而言之，您会考虑将成本股票添加到您的投资组合中吗？</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0412ae414ccd0df0d5f93302bd037b56\" tg-width=\"759\" tg-height=\"468\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: TD Ameritrade TOS</p><p><blockquote>资料来源：德美利证券TOS</blockquote></p><p> <b>[Read More]</b>&nbsp;Top Stocks To Buy Now? 4 Renewable Energy Stocks For Your Watchlist</p><p><blockquote><b>[阅读更多]</b>现在最值得购买的股票？值得您关注的4只可再生能源股票</blockquote></p><p> Stitch Fix Inc.</p><p><blockquote>缝合修复公司。</blockquote></p><p> Another name to know in the consumer stock space now would be<b>Stitch Fix</b>. In brief, it is an online personal styling service. Through a combination of artificial intelligence and data science, Stitch Fix provides customers with personalized e-commerce experiences. Given the prevalence of online shopping throughout the pandemic, SFIX stock could be in focus among investors. In fact, the company’s shares are up by over 15% just this week on account of its solid earnings report.</p><p><blockquote>现在消费股领域另一个值得了解的名字是<b>缝合固定</b>简而言之，它是一种在线个人造型服务。通过人工智能和数据科学的结合，Stitch Fix为客户提供个性化的电子商务体验。鉴于在线购物在整个大流行期间的盛行，SFIX股票可能会成为投资者关注的焦点。事实上，由于其稳健的盈利报告，该公司股价仅本周就上涨了15%以上。</blockquote></p><p> Notably, Stitch Fix raked in a total revenue of $571.16 million for the quarter, marking a 28% year-over-year increase. Additionally, the company also reported massive year-over-year spikes of over 145% in both its net income and earnings per share. Despite beating analyst estimates on these fronts, Stitch Fix does not seem to be slowing down anytime soon. This appears to be the case as the company is expanding its services with Stitch Fix Freestyle, a “differentiated shopping experience”. This would give customers a more instant and flexible means of shopping on its platform. As such, could SFIX stock be a top pick in the stock market now?</p><p><blockquote>值得注意的是，Stitch Fix本季度总收入为5.7116亿美元，同比增长28%。此外，该公司还报告称，其净利润和每股收益同比大幅增长超过145%。尽管在这些方面超出了分析师的预期，但Stitch Fix似乎不会很快放缓。这似乎是因为该公司正在通过Stitch Fix Freestyle扩展其服务，这是一种“差异化的购物体验”。这将为客户提供一种更即时、更灵活的方式在其平台上购物。因此，SFIX股票现在能成为股市的首选吗？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/5-top-consumer-stocks-to-watch-ahead-of-october-2021-2021-09-24\">Nasdaq</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":{"BYND":"Beyond Meat, Inc.","SFIX":"Stitch Fix Inc.","COST":"好市多","ROKU":"Roku Inc","NKE":"耐克","TCOM":"携程网"},"source_url":"https://www.nasdaq.com/articles/5-top-consumer-stocks-to-watch-ahead-of-october-2021-2021-09-24","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188909032","content_text":"Do You Have These Top Consumer Stocks On Your Radar Now?\nThe past trading week has been exciting, to say the least. Despite all of the ups and downs,consumer stockscontinue to make waves in thestock market today. If anything, the consumer-focused industry continues to hold strong now. This is evident as August’s retail sales figures smashed expectations, rising by 0.7% versus an estimated drop of 0.8%. Moreover, the current broad-based rebound in thestock marketcould indicate that investors’ sentiment on the economy is improving.\nEvidently, we could look at the likes ofRoku(NASDAQ: ROKU) right now. Just yesterday, Guggenheim analyst Michael Morris provided a positive update on the stock. Namely, Morris hit ROKU stock with a Buy rating and a price target of $395. Morris cites Roku’s aggressive expansion of its original content and penetration of international markets as core reasons for the upgrade.\nAt the same time, there is some interesting movement going on withNike’s(NYSE: NKE) shares as well. Yesterday, the company posted its first-quarter earnings after the closing bell. In short, Nike reported an earnings per share of $1.16 on revenue of $12.25 billion for the quarter. This is against estimates of $1.11 and $12.46 billion. Investors appear to be focusing on Nike’s revenue miss which is mostly due to temporary supply chain pressures. Regardless, as one of the biggest names in the sports apparel industry globally, some could see opportunity in NKE stocks’ current weakness. With all this activity in the space now, could one of these consumer stocks be worth investing in?\nBest Consumer Stocks To Buy [Or Sell] Today\n\nBeyond Meat Inc.(NASDAQ: BYND)\nTrip.com Group Ltd.(NASDAQ: TCOM)\nVail Resorts Inc.(NYSE: MTN)\nCostco Wholesale Corporation(NASDAQ: COST)\nStitch Fix Inc.(NASDAQ: SFIX)\n\nBeyond Meat Inc.\nBeyond Meatis a plant-based meat substitutes retailer with headquarters in California. The company offers plant-based options in the beef, poultry, and pork categories. In fact, it is one of the fastest-growing food companies in the U.S. as more people are increasingly alternating to plant-based options. Its products are designed to have the same taste and texture as animal-based meat while being the better option for the environment. BYND stock has almost doubled in valuation since its pandemic era low.\nIn August, the company reported its second-quarter financials. Diving in, net revenue for the quarter was $149.4 million, increasing by 31.8% year-over-year. Furthermore, gross profit for the quarter was $47.4 million. The company saw record net revenues and also continues to return to growth in the foodservice industry as its customers welcome consumers back to their venues. Not resting on its laurels, the company also continues to make substantial investments in its long-term growth in the U.S. and abroad. Given all of this, will you consider investing in BYND stock right now?\nSource: TD Ameritrade TOS\n[Read More] What Stocks To Buy Today? 5 Tech Stocks To Watch\nTrip.com Group Ltd\nFollowing that, we have multinational online travel companyTrip.com, a leading one-stop travel platform globally. It integrates a comprehensive suite of travel products and services and differentiated travel content. It is the go-to destination for travelers in China and around the world. Impressively, it is currently one of the largest online travel agencies in China and also one of the largest travel service providers in the world.\nAfter yesterday’s closing bell, Trip.com posted solid figures in its second fiscal quarter earnings report. In it, the company saw a total revenue of $912 million for the quarter. This marks a significant year-over-year jump of 86%. In terms of net income, the company saw a 43% increase over the same period. CEO Jane Sun cites Trip.com’s focus on the domestic market as a core contributor to this solid quarter for the company. Overall, given this piece of news, will you consider adding TCOM stock to your portfolio right now?\nSource: TD Ameritrade TOSVail Resorts Inc.\nVail Resortsis a leading global mountain resort operator. The company and its subsidiaries operate 37 destination mountain resorts and regional ski areas. In essence, it owns and/or manages a collection of casually elegant hotels under the RockResorts brand. It also has a development company that is in the real estate planning and development business. MTN stock is up by over 40% in the past year alone.\nRecently, KeyBanc Capital Markets upgraded Vail Resorts to an Overweight rating from Sector Weight and hit it with a price target of $355. Analyst Brett Andreas says that demand for skiing vacations was exceeding expectations with some bookings already at record levels. Not to mention, the company continues to gain momentum on the financial front. In its fourth fiscal quarterearnings call, Vail reported a net income of $127.9 million, marking a sizable 29.4% year-over-year increase. After considering that pandemic-related factors still weigh on its key operations, the company’s fundamentals are admirable. Moreover, the company also declared a cash dividend of $0.88 per share, to investors’ delight. All things considered, will you buy MTN stock?\nSource: TD Ameritrade TOS\n[Read More] 4 Semiconductor Stocks To Watch Right Now\nCostco Wholesale Corporation\nNext up, we will be taking a look atCostco. For the most part, the multinational consumer staples giant would be another player to consider in thestock market today. The main factor differentiating Costco from its retail competitors would be its membership-only big-box operations. Simply put, the company only caters to members and sells daily necessities in bulk. Amidst the ongoing pandemic and climate crises, Costco’s offerings could see greater demand from consumers.\nBy and large, with COST stock sitting on year-to-date gains of over 19%, could it be worth investing in? Well, for one thing, the company beat Wall Streets’ projections across the board in its latest quarterly earnings report. In detail, Costco posted an earnings per share of $3.76 on revenue of $62.7 billion for the quarter. For some perspective, consensus estimates suggest an earnings per share of $3.59 on revenue of $61.6 billion. All in all, would you consider adding COST stock to your portfolio?\nSource: TD Ameritrade TOS\n[Read More] Top Stocks To Buy Now? 4 Renewable Energy Stocks For Your Watchlist\nStitch Fix Inc.\nAnother name to know in the consumer stock space now would beStitch Fix. In brief, it is an online personal styling service. Through a combination of artificial intelligence and data science, Stitch Fix provides customers with personalized e-commerce experiences. Given the prevalence of online shopping throughout the pandemic, SFIX stock could be in focus among investors. In fact, the company’s shares are up by over 15% just this week on account of its solid earnings report.\nNotably, Stitch Fix raked in a total revenue of $571.16 million for the quarter, marking a 28% year-over-year increase. Additionally, the company also reported massive year-over-year spikes of over 145% in both its net income and earnings per share. Despite beating analyst estimates on these fronts, Stitch Fix does not seem to be slowing down anytime soon. This appears to be the case as the company is expanding its services with Stitch Fix Freestyle, a “differentiated shopping experience”. This would give customers a more instant and flexible means of shopping on its platform. As such, could SFIX stock be a top pick in the stock market now?","news_type":1,"symbols_score_info":{"NKE":0.9,"ROKU":0.9,"TCOM":0.9,"BYND":0.9,"COST":0.9,"SFIX":0.9}},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861113401,"gmtCreate":1632469253503,"gmtModify":1632721082394,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861113401","repostId":"1164314212","repostType":4,"repost":{"id":"1164314212","kind":"news","pubTimestamp":1632467545,"share":"https://www.laohu8.com/m/news/1164314212?lang=zh_CN&edition=full","pubTime":"2021-09-24 15:12","market":"us","language":"en","title":"SFTCA Raises Concerns Over Tesla Full Self-Driving Name, Safety Ahead Of Wider Beta Release<blockquote>SFTCA在更广泛的测试版发布之前对特斯拉全自动驾驶名称和安全性表示担忧</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164314212","media":"Benzinga","summary":"The San Francisco County Transportation Authority has raised concerns about the safety record of Tes","content":"<p><div> The San Francisco County Transportation Authority has raised concerns about the safety record of Tesla Inc’s advanced driver assistant system just ahead of a wide beta release of the autonomous ...</p><p><blockquote><div>就在自动驾驶汽车广泛测试版发布之前，三藩市县交通管理局对特斯拉公司高级驾驶辅助系统的安全记录提出了担忧...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/09/23084350/sftca-raises-concerns-over-tesla-full-self-driving-name-safety-ahead-of-wider-beta-release\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/09/23084350/sftca-raises-concerns-over-tesla-full-self-driving-name-safety-ahead-of-wider-beta-release\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SFTCA Raises Concerns Over Tesla Full Self-Driving Name, Safety Ahead Of Wider Beta Release<blockquote>SFTCA在更广泛的测试版发布之前对特斯拉全自动驾驶名称和安全性表示担忧</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\">\nSFTCA Raises Concerns Over Tesla Full Self-Driving Name, Safety Ahead Of Wider Beta Release<blockquote>SFTCA在更广泛的测试版发布之前对特斯拉全自动驾驶名称和安全性表示担忧</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-09-24 15:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The San Francisco County Transportation Authority has raised concerns about the safety record of Tesla Inc’s advanced driver assistant system just ahead of a wide beta release of the autonomous ...</p><p><blockquote><div>就在自动驾驶汽车广泛测试版发布之前，三藩市县交通管理局对特斯拉公司高级驾驶辅助系统的安全记录提出了担忧...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/09/23084350/sftca-raises-concerns-over-tesla-full-self-driving-name-safety-ahead-of-wider-beta-release\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/09/23084350/sftca-raises-concerns-over-tesla-full-self-driving-name-safety-ahead-of-wider-beta-release\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/09/23084350/sftca-raises-concerns-over-tesla-full-self-driving-name-safety-ahead-of-wider-beta-release\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/09/23084350/sftca-raises-concerns-over-tesla-full-self-driving-name-safety-ahead-of-wider-beta-release","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164314212","content_text":"The San Francisco County Transportation Authority has raised concerns about the safety record of Tesla Inc’s advanced driver assistant system just ahead of a wide beta release of the autonomous software system, Reuters reported on Thursday.\nWhat Happened:Besides raising concerts on the safety record, the transport authority has disputed the name \"Full Self-Driving\" (FSD), which it says is an advanced driver assistance program, not an autonomous vehicle system.\nThe agency’s Executive Director Tilly Chang told Reuters that a human driver should \"continuously monitor\" Tesla's FSD system and the name of the service could be confusing for consumers. Chang added that she hoped \"DMV, FTC and NHTSA continue to monitor and analyze this issue to protect consumers and the traveling public.\"\nSFCTA manages the funding for transit and roadway projects in San Francisco.\nWhy It Matters:The Palo Alto, California-based electric vehicle maker Tesla has been under increased regulatory scrutiny this year after a number of crashes that are now under federal investigation. The Elon Musk-led company is also close to unveiling a wide release of a test version of the FSD software that works on city streets and highways.\nTesla has rolled its FSD Beta program out to an army of testers who have shown the car can make impressive moves, such as dodging a deer on dirt roads.\nPrice Action:Tesla stock closed 0.23% higher at $753.65 a share on Thursday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869525037,"gmtCreate":1632307445529,"gmtModify":1632801369032,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869525037","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885888279,"gmtCreate":1631776102991,"gmtModify":1631891542095,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885888279","repostId":"1159674961","repostType":4,"repost":{"id":"1159674961","kind":"news","pubTimestamp":1631775692,"share":"https://www.laohu8.com/m/news/1159674961?lang=zh_CN&edition=full","pubTime":"2021-09-16 15:01","market":"us","language":"en","title":"There’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159674961","media":"Barrons","summary":"Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that ","content":"<p>Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.</p><p><blockquote>电动汽车周三达到了另一个里程碑。有一款配备激光雷达的先进电动汽车，售价不到25,000美元。不过，这辆车并非来自电动汽车领导者特斯拉。</blockquote></p><p> Chinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.</p><p><blockquote>中国电动汽车制造商小鹏汽车（股票代码：XPEV）推出了第三款量产车型P5轿车。一款配备激光雷达的电动汽车起价不到16万人民币，即不到25,000美元。</blockquote></p><p> There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.</p><p><blockquote>市场上有价格较低的电动汽车，但没有配备激光雷达、先进的驾驶员辅助系统，也没有P5的续航里程。</blockquote></p><p> Lidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.</p><p><blockquote>激光雷达本质上是基于激光的雷达，有助于实现自动驾驶功能。小鹏汽车很快指出，其驾驶员辅助功能——就像当今消费者购买的乘用车中提供的所有其他功能一样——仍然需要驾驶员时刻注意道路。自动驾驶系统可以做很多事情——甚至在城市街道上进行无保护的左转——但它们还不是真正的自动驾驶。</blockquote></p><p> Lidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.</p><p><blockquote>对于消费者来说，激光雷达在汽车上并不常见。对于价格较低的电动汽车来说，这是一个令人印象深刻的功能。此外，P5轿车一次充电可行驶约290英里至375英里，具体取决于购买的配置。与更昂贵的电动汽车相比，这也是有利的。</blockquote></p><p> More affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.</p><p><blockquote>更实惠的电动汽车为纯电动汽车行业开辟了一个新的细分市场。汽车界只有少数细分市场有有竞争力的电动汽车出售。轻型皮卡正在到来。Rivian预计将于2021年开始交付皮卡。特斯拉Model 3和雪佛兰Bolt这两款受欢迎的电动汽车车型的零售价在40,000美元至60,000美元之间。两者都比本田思域或丰田卡罗拉类型的车辆更贵。特斯拉正在开发一款价格较低的车型，起价约为25,000美元。投资者预计该模式将于2023年左右问世。</blockquote></p><p> Despite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.</p><p><blockquote>尽管P5的购买价格较低，但小鹏汽车总裁Brian Gu表示，P5的盈利能力应该介于利润较低的G3 SUV和利润较高的P7轿车之间。过去四个季度，小鹏汽车销售汽车的毛利率一直为正，2021年第二季度约为11%。随着销量的增长以及公司推出P7轿车后，汽车利润率有所提高。</blockquote></p><p> The stock isn’t reacting too positively to the announcement, however. Shares fell 0.9%&nbsp;on Wednesday. The&nbsp;S&amp;P 500&nbsp;rose 0.9%, while the&nbsp;Dow Jones Industrial Averagerose about 0.7%. Tesla&nbsp; shares rose about 1.5%</p><p><blockquote>然而，该股对这一消息的反应并不太积极。周三股价下跌0.9%。标准普尔500指数上涨0.9%，道琼斯工业平均指数上涨约0.7%。特斯拉股价上涨约1.5%</blockquote></p><p> The P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.</p><p><blockquote>P5看起来像是一款成功的产品，因此发布的失望可能不是股价疲软的原因。该公司推出电话会议时出现的其他事情可能会引起投资者的关注。顾在回答问题时提到的两个领域是中国电动汽车公司的数量和来自外国竞争对手的竞争。</blockquote></p><p> There are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.</p><p><blockquote>中国有数百家电动汽车公司，而政府希望它们的数量减少。然而，小鹏汽车等公司是规模较大、成熟的公司。清除过剩产能将取决于他们和其他传统汽车制造商。这可能是该股的一个悬而未决的问题，但小鹏汽车可能有机会以折扣价获得制造能力。</blockquote></p><p> Gu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.</p><p><blockquote>顾还表示，他相信外国汽车制造商可以在中国成功销售电动汽车。这也可能会让投资者感到不安，但顾指出，他的公司在提供对中国买家有吸引力的产品方面具有相当大的领先优势。</blockquote></p><p> China is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.</p><p><blockquote>中国是全球最大的新车和电动汽车市场。今年在中国销售的所有新车中，约有10%是全电动或插电式混合动力车。</blockquote></p><p> XPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&amp;P 500. Still, shares are up about 77% over the past 12 months. The S&amp;P is up about 31% over the same span.</p><p><blockquote>小鹏汽车股价今年迄今已下跌约13%，落后于标普500 19%的涨幅。尽管如此，过去12个月股价仍上涨了约77%。同期，标准普尔指数上涨了约31%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</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\">\nThere’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-16 15:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.</p><p><blockquote>电动汽车周三达到了另一个里程碑。有一款配备激光雷达的先进电动汽车，售价不到25,000美元。不过，这辆车并非来自电动汽车领导者特斯拉。</blockquote></p><p> Chinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.</p><p><blockquote>中国电动汽车制造商小鹏汽车（股票代码：XPEV）推出了第三款量产车型P5轿车。一款配备激光雷达的电动汽车起价不到16万人民币，即不到25,000美元。</blockquote></p><p> There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.</p><p><blockquote>市场上有价格较低的电动汽车，但没有配备激光雷达、先进的驾驶员辅助系统，也没有P5的续航里程。</blockquote></p><p> Lidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.</p><p><blockquote>激光雷达本质上是基于激光的雷达，有助于实现自动驾驶功能。小鹏汽车很快指出，其驾驶员辅助功能——就像当今消费者购买的乘用车中提供的所有其他功能一样——仍然需要驾驶员时刻注意道路。自动驾驶系统可以做很多事情——甚至在城市街道上进行无保护的左转——但它们还不是真正的自动驾驶。</blockquote></p><p> Lidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.</p><p><blockquote>对于消费者来说，激光雷达在汽车上并不常见。对于价格较低的电动汽车来说，这是一个令人印象深刻的功能。此外，P5轿车一次充电可行驶约290英里至375英里，具体取决于购买的配置。与更昂贵的电动汽车相比，这也是有利的。</blockquote></p><p> More affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.</p><p><blockquote>更实惠的电动汽车为纯电动汽车行业开辟了一个新的细分市场。汽车界只有少数细分市场有有竞争力的电动汽车出售。轻型皮卡正在到来。Rivian预计将于2021年开始交付皮卡。特斯拉Model 3和雪佛兰Bolt这两款受欢迎的电动汽车车型的零售价在40,000美元至60,000美元之间。两者都比本田思域或丰田卡罗拉类型的车辆更贵。特斯拉正在开发一款价格较低的车型，起价约为25,000美元。投资者预计该模式将于2023年左右问世。</blockquote></p><p> Despite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.</p><p><blockquote>尽管P5的购买价格较低，但小鹏汽车总裁Brian Gu表示，P5的盈利能力应该介于利润较低的G3 SUV和利润较高的P7轿车之间。过去四个季度，小鹏汽车销售汽车的毛利率一直为正，2021年第二季度约为11%。随着销量的增长以及公司推出P7轿车后，汽车利润率有所提高。</blockquote></p><p> The stock isn’t reacting too positively to the announcement, however. Shares fell 0.9%&nbsp;on Wednesday. The&nbsp;S&amp;P 500&nbsp;rose 0.9%, while the&nbsp;Dow Jones Industrial Averagerose about 0.7%. Tesla&nbsp; shares rose about 1.5%</p><p><blockquote>然而，该股对这一消息的反应并不太积极。周三股价下跌0.9%。标准普尔500指数上涨0.9%，道琼斯工业平均指数上涨约0.7%。特斯拉股价上涨约1.5%</blockquote></p><p> The P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.</p><p><blockquote>P5看起来像是一款成功的产品，因此发布的失望可能不是股价疲软的原因。该公司推出电话会议时出现的其他事情可能会引起投资者的关注。顾在回答问题时提到的两个领域是中国电动汽车公司的数量和来自外国竞争对手的竞争。</blockquote></p><p> There are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.</p><p><blockquote>中国有数百家电动汽车公司，而政府希望它们的数量减少。然而，小鹏汽车等公司是规模较大、成熟的公司。清除过剩产能将取决于他们和其他传统汽车制造商。这可能是该股的一个悬而未决的问题，但小鹏汽车可能有机会以折扣价获得制造能力。</blockquote></p><p> Gu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.</p><p><blockquote>顾还表示，他相信外国汽车制造商可以在中国成功销售电动汽车。这也可能会让投资者感到不安，但顾指出，他的公司在提供对中国买家有吸引力的产品方面具有相当大的领先优势。</blockquote></p><p> China is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.</p><p><blockquote>中国是全球最大的新车和电动汽车市场。今年在中国销售的所有新车中，约有10%是全电动或插电式混合动力车。</blockquote></p><p> XPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&amp;P 500. Still, shares are up about 77% over the past 12 months. The S&amp;P is up about 31% over the same span.</p><p><blockquote>小鹏汽车股价今年迄今已下跌约13%，落后于标普500 19%的涨幅。尽管如此，过去12个月股价仍上涨了约77%。同期，标准普尔指数上涨了约31%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/xpeng-stock-ev-tesla-51631728343?mod=hp_LEADSUPP_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://www.barrons.com/articles/xpeng-stock-ev-tesla-51631728343?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159674961","content_text":"Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.\nChinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.\n\nThere are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.\nLidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.\n\nLidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.\nMore affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.\nDespite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.\nThe stock isn’t reacting too positively to the announcement, however. Shares fell 0.9% on Wednesday. The S&P 500 rose 0.9%, while the Dow Jones Industrial Averagerose about 0.7%. Tesla  shares rose about 1.5%\nThe P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.\nThere are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.\nGu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.\nChina is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.\nXPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&P 500. Still, shares are up about 77% over the past 12 months. The S&P is up about 31% over the same span.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882095968,"gmtCreate":1631629680754,"gmtModify":1631891542098,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882095968","repostId":"2167929558","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888498728,"gmtCreate":1631515745164,"gmtModify":1631891542104,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888498728","repostId":"1164064747","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888386345,"gmtCreate":1631436965387,"gmtModify":1631891542104,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888386345","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DH":"Definitive Healthcare Corp.","BROS":"Dutch Bros Inc.",".SPX":"S&P 500 Index","FORG":"ForgeRock, Inc.","SRAD":"Sportradar Group AG","PRCT":"PROCEPT BioRobotics","TYRA":"Tyra Biosciences, Inc.","ONON":"On Holding AG","TWKS":"Thoughtworks Holding Inc.","DICE":"DICE Therapeutics, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"FORG":0.9,".SPX":0.9,"DICE":0.9,"TWKS":0.9,"DH":0.9,"SRAD":0.9,"TYRA":0.9,"BROS":0.9,"ONON":0.9,"PRCT":0.9,"EZFL":0.9}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883522425,"gmtCreate":1631257580368,"gmtModify":1631891542109,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883522425","repostId":"2166345008","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880012017,"gmtCreate":1630999026239,"gmtModify":1631891542112,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/880012017","repostId":"1187871270","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":826071267,"gmtCreate":1633961486587,"gmtModify":1633961486677,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826071267","repostId":"1119479049","repostType":4,"isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170852355,"gmtCreate":1626422549977,"gmtModify":1633926885680,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Do not touch!","listText":"Do not touch!","text":"Do not touch!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170852355","repostId":"1194487154","repostType":4,"repost":{"id":"1194487154","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":1626422505,"share":"https://www.laohu8.com/m/news/1194487154?lang=zh_CN&edition=full","pubTime":"2021-07-16 16:01","market":"us","language":"en","title":"DIDI shares falls more than 8% in premarket trading.<blockquote>滴滴股价在盘前交易中下跌超过8%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194487154","media":"Tiger Newspress","summary":"DIDI shares falls more than 8% in premarket trading.\n\nOfficials from seven Chinese government depart","content":"<p>DIDI&nbsp;shares&nbsp;falls&nbsp;more&nbsp;than 8% in premarket&nbsp;trading.</p><p><blockquote>滴滴股价在盘前交易中下跌超过8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/85b87d4a938496df4bd4077b1058de3b\" tg-width=\"1284\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Officials from seven Chinese government department visited Didi's offices to conduct a cybersecurity review on Friday.</p><p><blockquote>周五，中国七个政府部门的官员访问了滴滴的办公室，进行网络安全审查。</blockquote></p><p> This month, days after its high-profile listing in the U.S., the Cyberspace Administration of China (CAC)announced a cybersecurity review of Didi.</p><p><blockquote>本月，在滴滴高调在美国上市几天后，中国国家互联网信息办公室（CAC）宣布对滴滴进行网络安全审查。</blockquote></p><p> The ride-hailing giant was forced to stop signing up new users and itsapp was also removed from Chinese app stores.</p><p><blockquote>这家网约车巨头被迫停止注册新用户，其应用程序也从中国应用商店下架。</blockquote></p><p> The CAC, China's top cyberspace regulator, alleged that Didi had illegally collected users' data.</p><p><blockquote>中国最高网络空间监管机构网信办指控滴滴非法收集用户数据。</blockquote></p><p> The CAC as well as the State Administration for Market Regulation (SAMR), the leading antitrust regulator, were among the seven departments that visited Didi for the network security review.</p><p><blockquote>CAC和主要的反垄断监管机构国家市场监督管理总局（SAMR）是访问滴滴进行网络安全审查的七个部门之一。</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>DIDI shares falls more than 8% in premarket trading.<blockquote>滴滴股价在盘前交易中下跌超过8%。</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\">\nDIDI shares falls more than 8% in premarket trading.<blockquote>滴滴股价在盘前交易中下跌超过8%。</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\">2021-07-16 16:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DIDI&nbsp;shares&nbsp;falls&nbsp;more&nbsp;than 8% in premarket&nbsp;trading.</p><p><blockquote>滴滴股价在盘前交易中下跌超过8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/85b87d4a938496df4bd4077b1058de3b\" tg-width=\"1284\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Officials from seven Chinese government department visited Didi's offices to conduct a cybersecurity review on Friday.</p><p><blockquote>周五，中国七个政府部门的官员访问了滴滴的办公室，进行网络安全审查。</blockquote></p><p> This month, days after its high-profile listing in the U.S., the Cyberspace Administration of China (CAC)announced a cybersecurity review of Didi.</p><p><blockquote>本月，在滴滴高调在美国上市几天后，中国国家互联网信息办公室（CAC）宣布对滴滴进行网络安全审查。</blockquote></p><p> The ride-hailing giant was forced to stop signing up new users and itsapp was also removed from Chinese app stores.</p><p><blockquote>这家网约车巨头被迫停止注册新用户，其应用程序也从中国应用商店下架。</blockquote></p><p> The CAC, China's top cyberspace regulator, alleged that Didi had illegally collected users' data.</p><p><blockquote>中国最高网络空间监管机构网信办指控滴滴非法收集用户数据。</blockquote></p><p> The CAC as well as the State Administration for Market Regulation (SAMR), the leading antitrust regulator, were among the seven departments that visited Didi for the network security review.</p><p><blockquote>CAC和主要的反垄断监管机构国家市场监督管理总局（SAMR）是访问滴滴进行网络安全审查的七个部门之一。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194487154","content_text":"DIDI shares falls more than 8% in premarket trading.\n\nOfficials from seven Chinese government department visited Didi's offices to conduct a cybersecurity review on Friday.\nThis month, days after its high-profile listing in the U.S., the Cyberspace Administration of China (CAC)announced a cybersecurity review of Didi.\nThe ride-hailing giant was forced to stop signing up new users and itsapp was also removed from Chinese app stores.\nThe CAC, China's top cyberspace regulator, alleged that Didi had illegally collected users' data.\nThe CAC as well as the State Administration for Market Regulation (SAMR), the leading antitrust regulator, were among the seven departments that visited Didi for the network security review.","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867215950,"gmtCreate":1633270919580,"gmtModify":1633270919718,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867215950","repostId":"1186540865","repostType":4,"repost":{"id":"1186540865","kind":"news","pubTimestamp":1633289898,"share":"https://www.laohu8.com/m/news/1186540865?lang=zh_CN&edition=full","pubTime":"2021-10-04 03:38","market":"us","language":"en","title":"US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来：新发行人在健身主导的5周IPO中大汗淋漓</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186540865","media":"Renaissance Capital","summary":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness co","content":"<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周，由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化，在美国29个州和加拿大一个省运营着150多个“中心”，截至2011年7月31日，为近140万个人会员提供服务。尽管该公司受到疫情的严重打击，但此后运营情况显着改善，2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health &amp; Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商，销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速，但尚未盈利，为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来，该公司的平台增长迅速且利润丰厚，已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND，并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果，并计划在2021年第四季度启动3期试验，预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来：新发行人在健身主导的5周IPO中大汗淋漓</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\">\nUS IPO Week Ahead: New issuers work up a sweat in a fitness-led 5 IPO week<blockquote>美国IPO一周即将到来：新发行人在健身主导的5周IPO中大汗淋漓</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-04 03:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.</p><p><blockquote>在10月的第一周，由两家健身公司牵头的五起IPO预计将筹集18亿美元。</blockquote></p><p> Fitness chain<b>Life Time Group Holdings</b>(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.</p><p><blockquote>健身连锁<b>生命时代集团控股</b>(LTH)计划以41亿美元的市值筹集9.01亿美元。Life Time于2015年私有化，在美国29个州和加拿大一个省运营着150多个“中心”，截至2011年7月31日，为近140万个人会员提供服务。尽管该公司受到疫情的严重打击，但此后运营情况显着改善，2021年第二季度的收入翻了两番。</blockquote></p><p> Fitness equipment brand<b>iFIT Health &amp; Fitness</b>(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.</p><p><blockquote>健身器材品牌<b>iFIT健康与健身</b>(IFIT)计划以64亿美元的市值筹集6亿美元。iFIT是美国排名第一的大型健身器材供应商，销售品牌包括iFIT、NordicTrack、ProForm和Freemotion。该公司发展迅速，但尚未盈利，为120多个国家的超过610万会员和150万订户提供服务。</blockquote></p><p> Proteomics platform<b>IsoPlexis</b>(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.</p><p><blockquote>蛋白质组学平台<b>等丛</b>(ISO)计划以6.48亿美元的市值筹集1.25亿美元。IsoPlexis认为其平台是第一个同时采用蛋白质组学和单细胞生物学来表征细胞功能并将其与患者结果联系起来的平台。自2018年6月商业推出以来，该公司的平台增长迅速且利润丰厚，已被全球15大生物制药公司和美国近一半的综合癌症中心采用。</blockquote></p><p> Biotech<b>Theseus Pharmaceuticals</b>(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.</p><p><blockquote>生物技术<b>忒修斯制药公司</b>(THRX)计划以5.93亿美元的市值筹集1.25亿美元。Theseus的主要候选药物是胃肠道间质瘤(GIST)KIT激酶所有主要激活/耐药突变类别的泛变体抑制剂。该公司最近提交了高级GIST的IND，并计划在2021年第四季度晚期和2022年第一季度中部之间启动1/2期试验。</blockquote></p><p> Drug developer<b>Cingulate</b>(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.</p><p><blockquote>药物开发人员<b>扣带</b>(CING)计划以2.25亿美元的市值筹集5000万美元。其两种候选药物CTx-1301和CTx-1302正在开发用于治疗ADHD。该公司于2020年10月宣布了CTX-1301 1/2期研究的积极结果，并计划在2021年第四季度启动3期试验，预计将于2022年底获得结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/610fa042e4de459e4597ed8086743234\" tg-width=\"1894\" tg-height=\"912\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week\">Renaissance Capital</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":{"LTH":"Life Time Group Holdings, Inc.","ISO":"IsoPlexis Corp.","CING":"CINGULATE INC.","THRX":"Theseus Pharmaceuticals, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86747/US-IPO-Week-Ahead-New-issuers-work-up-a-sweat-in-a-fitness-led-5-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186540865","content_text":"In the first full week of October, five IPOs are slated to raise $1.8 billion, led by two fitness companies.\nFitness chainLife Time Group Holdings(LTH) plans to raise $901 million at a $4.1 billion market cap. Taken private in 2015, Life Time operates more than 150 \"centers\" across 29 US states and one province in Canada, serving nearly 1.4 million individual members as of 7/31/21. While the company was hit hard by the pandemic, operations have since improved dramatically, with revenue quadrupling in the 2Q21.\nFitness equipment brandiFIT Health & Fitness(IFIT) plans to raise $600 million at a $6.4 billion market cap. iFIT is the #1 provider of large fitness equipment in the US, selling under brands including iFIT, NordicTrack, ProForm, and Freemotion. Fast growing and unprofitable, the company serves a community of over 6.1 million members and 1.5 million subscribers in over 120 countries.\nProteomics platformIsoPlexis(ISO) plans to raise $125 million at a $648 million market cap. IsoPlexis believes its platform is the first to employ both proteomics and single cell biology to characterize and link cellular function to patient outcomes. Fast growing and highly unprofitable, the company's platform has been adopted by the top 15 global biopharmas and nearly half of the comprehensive cancer centers in the US since its commercial launch in June 2018.\nBiotechTheseus Pharmaceuticals(THRX) plans to raise $125 million at a $593 million market cap. Theseus’ lead candidate is a pan-variant inhibitor of all major classes of activating/resistance mutations of the KIT kinase for of gastrointestinal stromal tumors (GIST). The company recently submitted an IND for advanced GIST and plans to initiate a Phase 1/2 trial between late 4Q21 and mid 1Q22.\nDrug developerCingulate(CING) plans to raise $50 million at a $225 million market cap. Its two candidates, CTx-1301 and CTx-1302, are being developed for the treatment of ADHD. The company announced positive results from a Phase 1/2 study of CTx-1301 in October 2020, and plans to initiate Phase 3 trials in the 4Q21 with results expected in late 2022.","news_type":1,"symbols_score_info":{"THRX":0.9,"ISO":0.9,"IFIT":0.9,"LTH":0.9,"CING":0.9}},"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869525037,"gmtCreate":1632307445529,"gmtModify":1632801369032,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869525037","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831863362,"gmtCreate":1629300761456,"gmtModify":1631893423119,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831863362","repostId":"2160737181","repostType":4,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114270566,"gmtCreate":1623077403655,"gmtModify":1634037191263,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Need to pay more tax","listText":"Need to pay more tax","text":"Need to pay more tax","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114270566","repostId":"1126396501","repostType":4,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":821058192,"gmtCreate":1633678607555,"gmtModify":1633678607694,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821058192","repostId":"1135993400","repostType":4,"repost":{"id":"1135993400","kind":"news","pubTimestamp":1633675137,"share":"https://www.laohu8.com/m/news/1135993400?lang=zh_CN&edition=full","pubTime":"2021-10-08 14:38","market":"us","language":"en","title":"September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9月就业预览：这将是一个节拍，问题是有多大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135993400","media":"zerohedge","summary":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the mo","content":"<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的首次申请失业救济报告和稳健的ADP私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午830点发布的周五非农就业报告，市场普遍预计非农就业报告将达到50万份——是上个月令人失望的23.5万份的两倍多——失业率降至5.1%，平均时薪增加至4.6%。与上个月不同的是，当我们正确预测8月份就业人数将大幅下降时，这次我们同意明天的报告将是一个节拍，唯一的问题是幅度有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最新24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动参与率：61.8%，上次61.7%</li><li>平均时薪同比：4.6%，过去4.3%</li><li>平均每周工作时间：34.7，最后34.7</li></ul>正如Newsquawk在其NFP预览中所写，9月份的就业数据是美联储11月3日政策会议之前的最后一份数据，将在美联储预期宣布缩减规模的背景下进行，在这种背景下，一份令人满意的报告可能足以让FOMC批准11月份宣布缩减每月1200亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，预计9月份非农就业人数增加60万，高于市场普遍预期的+50万，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9月5日全国范围内强化失业救济金到期，提振了有效劳动力供应和就业增长——就像7月和8月提前结束联邦救济金的州所做的那样。”</b>因此，高盛预计明天的人数将增加20万，10月份的增幅更大。该银行还认为，学校的重新开放促进了9月份就业增长约15万人。尽管有这些有利因素，但大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标一直具有建设性：ADP的就业数据出人意料地上升，尽管分析师继续指出，官方数据与ADP数据之间的直接关系很脆弱，尽管过去三份报告的差距低于10万。在8月和9月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近发布的数据显示申请失业救济人数上升可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次升至增长区域，但服务业招聘本月略有降温，但仍保持扩张；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日13:30 BST/08：30EDT发布9月就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员实际上已经确认，除非就业数据崩溃，否则美联储将在11月3日的会议上宣布缩减资产购买规模，9月份就业报告可能会降低对交易状况的相关性。因此，交易风险可能偏向下行，而不是上行，就业人数大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力进展如何；到目前为止，官员们尚未达成协议，正在制定权宜之计立法，以允许资金进入12月；一些分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>市场普遍预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将低于三个月和六个月的平均增长率，尽管与12个月的平均增长率一致（3个月的平均增长率为75万/月，6个月的平均增长率为65.3万/月，12个月的平均增长率为50.3万/月——这至少在技术上表明最近几个月的就业增长率有所改善）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍处于失业状态。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛措施：</b>失业率预计为5.1%（此前为5.2%）；劳动力参与率此前为61.7%，而疫情前为63.2%；U6衡量就业不足的指标此前为8.8%，而疫情前为7.0%；就业与人口比率之前为58.5%，而疫情之前为61.1%。这些宽松指标可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，许多人最近几个月指出，他们正在密切关注就业不足率、参与率和就业人口比率，以便更好地应对经济中仍然存在的宽松程度。这些数据越接近大流行前的水平，分析师就会受到鼓舞。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均时薪预计为+0.4%M/M（前值为+0.6%）；平均时薪预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（之前为34.7小时）。汇总2020年3月以来的非农就业数据，相对于大流行前的水平，仍有约533万美国人失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管就业岗位新增速度较第二季度的74.8万个明显放缓，但劳动力市场复苏仍在继续取得进展。报告还指出，休闲和酒店业仍然是经济复苏的最大受益者之一，但表示招聘仍受到疫情轨迹的严重影响，尤其是对小企业而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能为未来几个月的就业增长奠定基础。在数据方法方面，分析师继续指出，ADP的模型包含了许多之前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；Pantheon Macroeconomics表示：“由于德尔塔变异毒株对服务业的打击，8月份就业人数疲软，这种疲软可能会限制ADP数据。”“因此，超出共识表明ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超出是模型驱动的还是由于就业数据更强劲在ADP的客户。”</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与BLS就业报告调查窗口一致的当周首次申请失业救济人数约为35.1万人，与8月份就业数据调查窗口的34.9万人相比变化不大，分析师表示，季节性因素在提振每周数据方面发挥了作用，而飓风艾达可能会产生一些挥之不去的影响；9月份调查期间相应的持续申领数据已降至280.2万人，而8月份调查期间为290.8万人。总体而言，数据继续显示下降趋势，尽管最近几周初请失业金人数再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>：9月份服务业和制造业ISM报告显示出不同的趋势，服务业就业分项指数从53.7小幅放缓至53.0，表明增长但速度放缓，而制造业就业分项指数则回升至扩张区域，从之前的49.0升至50.2。在制造业方面，ISM表示，企业仍在努力实现劳资计划，但指出与前几个月相比出现了一些适度的进展迹象：“不到5%的评论指出就业方面有所改善，而8月份没有任何评论”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘”，其中约85%的回复是关于寻求额外人员，而近一半的受访者表示难以填补职位，比8月份有所增加。ISM表示：“有关离职率和退休的评论频率不断增加，延续了8月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，并且缺乏替代这些员工的渠道，而其他受访者则谈到各个层面都存在劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>主张一份好于预期的报告</b>：</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦强化失业救济金结束</b>一些州联邦福利的到期提振了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7月和8月的数据显示，从6月到8月，失去300美元补充付款的工人的找工作概率累计增加了6个百分点，失去所有福利的工人的找工作概率增加了12个百分点。<b>9月5日失去部分或全部福利的600万工人中，一些人在9月18日之前找到了工作——及时计入明天的数据。</b>高盛假设这一渠道将促进就业增长+20万，在随后的报告中会有更大的增长（到年底累计+130万）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校重新开学</b>.最大的100个学区都开放了面对面学习，促进了许多以前休假的教师和辅助人员的回归。虽然就业水平完全正常化将创造60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前水平高出20万个（见右图）。与此相关的是，BLS的季节性因素已经嵌入了夏季裁员中通常重新雇用教育工作者的情况，因此，如果返回工作岗位的看门人比典型的9月份少，在其他条件相同的情况下，这将减少经季节性调整的就业增长。总而言之，假设明天的报告中学校重新开放将增加大约15万人。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会（Conference Board）的劳动力差异——表示工作岗位充足的受访者与表示工作岗位难以获得的受访者之间的差异——从44.4%小幅降至42.5%，仍处于较高水平。此外，7月份JOLTS职位空缺增加了74.9万个，创下1090万个的新高。</li><li><b>ADP.</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资措施中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8月份，covid感染率反弹给服务消费和劳动力市场带来压力。尽管美国病例数在9月初开始下降，但开放式餐桌上的餐厅座位仅小幅反弹。休闲和酒店业就业人数在9月份有所增加，但可能不会像6月和7月那样以每月约40万的速度增长。</li><li><b>雇主调查</b>我们的商业调查的就业部分持平或下降，而我们和共识预测就业增长将会回升。高盛服务业调查就业跟踪指数维持在54.5不变，制造业调查就业跟踪指数下降0.4个百分点至57.8。高盛分析师指数(GSAI)下降0.8%至68.5，但就业指数上涨1.9%至71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>在8月和9月的调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项表明涨幅等于或高于共识（Census Small Business Pulse+0.5百万，ADP+0.6百万，Google mobility+200百万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当弱，尽管令人鼓舞，但它也表明，随着学校重新开放，与儿童保育相关的劳动力供应阻力大幅下降。</li><li><b>季节性。</b>9月的季节门槛比较低：BLS调整系数一般假定私人收入（不包括公立学校）下降60-700K，而7月和8月平均下降10万左右。持续的劳动力短缺鼓励企业在夏末减少裁员。部分抵消了这一顺风，9月份的季节性因素可能因危机而发生了不利的演变——特别是通过适应去年9月重新开放驱动的就业激增（私人就业人数+93.2万环比sa）。</li><li><b>申请失业救济。</b>尽管个人过渡或试图过渡到州计划，但9月份首次申请失业救济人数有所下降，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万），但也是出于非经济原因（联邦增强计划到期）。从一个调查周到另一个调查周，常规州项目的持续申请减少了10.6万。</li><li><b>裁员。</b>Challenger、Gray&amp;Christmas报告的宣布裁员人数在前两个月下降14%后，9月份环比反弹11%（SA by GS）。尽管如此，根据这一指标，裁员仍接近30年来的最低点（1993年）。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>September Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9月就业预览：这将是一个节拍，问题是有多大</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\">\nSeptember Payrolls Preview: It Will Be A Beat, The Question Is How Big<blockquote>9月就业预览：这将是一个节拍，问题是有多大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-10-08 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p><p><blockquote>在强劲的首次申请失业救济报告和稳健的ADP私人就业数据之后，所有人的目光都转向了本周和本月最重要的经济数据点，即美国东部时间周五上午830点发布的周五非农就业报告，市场普遍预计非农就业报告将达到50万份——是上个月令人失望的23.5万份的两倍多——失业率降至5.1%，平均时薪增加至4.6%。与上个月不同的是，当我们正确预测8月份就业人数将大幅下降时，这次我们同意明天的报告将是一个节拍，唯一的问题是幅度有多大。</blockquote></p><p> Here is a snapshot of what to expect tomorrow:</p><p><blockquote>以下是明天的快照：</blockquote></p><p> <ul>  <li>Total Payrolls: 500K, Last 235K</li>  <li>Private Payrolls: 450K, Last 243K</li>  <li>Unemployment Rate: 5.1%, Last 5.2%</li>  <li>Labor force participation rate: 61.8%, Last 61.7%</li>  <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>  <li>Average Weekly Hours: 34.7, Last 34.7</li> </ul> As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p><p><blockquote><ul><li>总就业人数：50万，最后23.5万</li><li>私人就业人数：45万，最新24.3万</li><li>失业率：5.1%，去年5.2%</li><li>劳动参与率：61.8%，上次61.7%</li><li>平均时薪同比：4.6%，过去4.3%</li><li>平均每周工作时间：34.7，最后34.7</li></ul>正如Newsquawk在其NFP预览中所写，9月份的就业数据是美联储11月3日政策会议之前的最后一份数据，将在美联储预期宣布缩减规模的背景下进行，在这种背景下，一份令人满意的报告可能足以让FOMC批准11月份宣布缩减每月1200亿美元的资产购买规模。</blockquote></p><p> Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p><p><blockquote>高盛经济学家比正常情况更加乐观，预计9月份非农就业人数增加60万，高于市场普遍预期的+50万，他们指出“劳动力需求仍然非常强劲，<b>我们相信，9月5日全国范围内强化失业救济金到期，提振了有效劳动力供应和就业增长——就像7月和8月提前结束联邦救济金的州所做的那样。”</b>因此，高盛预计明天的人数将增加20万，10月份的增幅更大。该银行还认为，学校的重新开放促进了9月份就业增长约15万人。尽管有这些有利因素，但大数据就业信号好坏参半，餐饮活动仅小幅反弹。</blockquote></p><p> Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p><p><blockquote>本月劳动力市场指标一直具有建设性：ADP的就业数据出人意料地上升，尽管分析师继续指出，官方数据与ADP数据之间的直接关系很脆弱，尽管过去三份报告的差距低于10万。在8月和9月就业数据调查期间，首次申请失业救济人数和持续申请失业救济人数有所回落，尽管分析师指出，最近发布的数据显示申请失业救济人数上升可能会给前景蒙上阴影。ISM商业调查显示本月就业增长，制造业就业再次升至增长区域，但服务业招聘本月略有降温，但仍保持扩张；调查评论继续暗示劳动力市场紧张。美国劳工统计局将于10月8日13:30 BST/08：30EDT发布9月就业形势报告。</blockquote></p><p> <b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p><p><blockquote><b>政策</b>：鉴于美联储官员实际上已经确认，除非就业数据崩溃，否则美联储将在11月3日的会议上宣布缩减资产购买规模，9月份就业报告可能会降低对交易状况的相关性。因此，交易风险可能偏向下行，而不是上行，就业人数大幅下降可能会给美联储宣布缩减规模带来障碍。此外，值得认识到华盛顿提高债务上限的努力进展如何；到目前为止，官员们尚未达成协议，正在制定权宜之计立法，以允许资金进入12月；一些分析师暗示，面对潜在的违约风险，美联储可能不愿收紧政策。</blockquote></p><p> <b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p><p><blockquote><b>工资单：</b>市场普遍预计9月份美国经济将增加50万非农就业人数（上一篇。23.5万），这将低于三个月和六个月的平均增长率，尽管与12个月的平均增长率一致（3个月的平均增长率为75万/月，6个月的平均增长率为65.3万/月，12个月的平均增长率为50.3万/月——这至少在技术上表明最近几个月的就业增长率有所改善）。<b>汇总2020年3月以来的非农就业数据，相对于大流行前的水平，约有533万美国人仍处于失业状态。</b></blockquote></p><p></p><p> <b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p><p><blockquote><b>松弛措施：</b>失业率预计为5.1%（此前为5.2%）；劳动力参与率此前为61.7%，而疫情前为63.2%；U6衡量就业不足的指标此前为8.8%，而疫情前为7.0%；就业与人口比率之前为58.5%，而疫情之前为61.1%。这些宽松指标可能会让人们更深入地了解美联储官员如何判断劳动力市场的进展，许多人最近几个月指出，他们正在密切关注就业不足率、参与率和就业人口比率，以便更好地应对经济中仍然存在的宽松程度。这些数据越接近大流行前的水平，分析师就会受到鼓舞。</blockquote></p><p> <b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p><p><blockquote><b>收益：</b>平均时薪预计为+0.4%M/M（前值为+0.6%）；平均时薪预计同比+4.6%（前值+4.3%）；平均每周工作时间预计为34.7小时（之前为34.7小时）。汇总2020年3月以来的非农就业数据，相对于大流行前的水平，仍有约533万美国人失业。</blockquote></p><p> <b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p><p><blockquote><b>ADP：</b>ADP全国就业报告显示，9月份美国经济新增就业岗位56.8万个，高于预期的42.8万个，好于之前的34万个（从最初报告的37.4万个下调）。ADP本身表示，尽管就业岗位新增速度较第二季度的74.8万个明显放缓，但劳动力市场复苏仍在继续取得进展。报告还指出，休闲和酒店业仍然是经济复苏的最大受益者之一，但表示招聘仍受到疫情轨迹的严重影响，尤其是对小企业而言。ADP认为，随着疫情形势的持续改善，当前的招聘瓶颈可能会消失，这可能为未来几个月的就业增长奠定基础。在数据方法方面，分析师继续指出，ADP的模型包含了许多之前的官方就业数据、其他宏观经济变量以及来自其自己的就业平台的数据；Pantheon Macroeconomics表示：“由于德尔塔变异毒株对服务业的打击，8月份就业人数疲软，这种疲软可能会限制ADP数据。”“因此，超出共识表明ADP模型的其他输入比我们预期的要强，但没有公布任何细节，因此我们不知道超出是模型驱动的还是由于就业数据更强劲在ADP的客户。”</blockquote></p><p> <b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p><p><blockquote><b>首次申请失业救济人数：</b>与BLS就业报告调查窗口一致的当周首次申请失业救济人数约为35.1万人，与8月份就业数据调查窗口的34.9万人相比变化不大，分析师表示，季节性因素在提振每周数据方面发挥了作用，而飓风艾达可能会产生一些挥之不去的影响；9月份调查期间相应的持续申领数据已降至280.2万人，而8月份调查期间为290.8万人。总体而言，数据继续显示下降趋势，尽管最近几周初请失业金人数再次回升。</blockquote></p><p> <b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p><p><blockquote><b>商业调查</b>：9月份服务业和制造业ISM报告显示出不同的趋势，服务业就业分项指数从53.7小幅放缓至53.0，表明增长但速度放缓，而制造业就业分项指数则回升至扩张区域，从之前的49.0升至50.2。在制造业方面，ISM表示，企业仍在努力实现劳资计划，但指出与前几个月相比出现了一些适度的进展迹象：“不到5%的评论指出就业方面有所改善，而8月份没有任何评论”它表示，“绝大多数小组成员表示他们的公司正在招聘或试图招聘”，其中约85%的回复是关于寻求额外人员，而近一半的受访者表示难以填补职位，比8月份有所增加。ISM表示：“有关离职率和退休的评论频率不断增加，延续了8月份开始的趋势。”与此同时，服务业就业活动连续第三个月上升；受访者指出，员工纷纷涌向薪酬更高的工作，并且缺乏替代这些员工的渠道，而其他受访者则谈到各个层面都存在劳动力短缺。</blockquote></p><p> <b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p><p><blockquote><b>主张一份好于预期的报告</b>：</blockquote></p><p></p><p> <ul>  <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li> </ul> <img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>联邦强化失业救济金结束</b>一些州联邦福利的到期提振了夏季的劳动力供应和就业率，所有剩余的此类计划都于9月5日到期。7月和8月的数据显示，从6月到8月，失去300美元补充付款的工人的找工作概率累计增加了6个百分点，失去所有福利的工人的找工作概率增加了12个百分点。<b>9月5日失去部分或全部福利的600万工人中，一些人在9月18日之前找到了工作——及时计入明天的数据。</b>高盛假设这一渠道将促进就业增长+20万，在随后的报告中会有更大的增长（到年底累计+130万）。</li></ul></blockquote></p><p> <ul>  <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li> </ul> <img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>学校重新开学</b>.最大的100个学区都开放了面对面学习，促进了许多以前休假的教师和辅助人员的回归。虽然就业水平完全正常化将创造60万个工作岗位（mom sa，见下图左图），但由于混合教学模式，一些看门人和辅助人员没有返回，该部门的职位空缺仅比危机前水平高出20万个（见右图）。与此相关的是，BLS的季节性因素已经嵌入了夏季裁员中通常重新雇用教育工作者的情况，因此，如果返回工作岗位的看门人比典型的9月份少，在其他条件相同的情况下，这将减少经季节性调整的就业增长。总而言之，假设明天的报告中学校重新开放将增加大约15万人。</li></ul></blockquote></p><p> <ul>  <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>  <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li> </ul> <b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p><p><blockquote><ul><li><b>工作可用性</b>世界大型企业联合会（Conference Board）的劳动力差异——表示工作岗位充足的受访者与表示工作岗位难以获得的受访者之间的差异——从44.4%小幅降至42.5%，仍处于较高水平。此外，7月份JOLTS职位空缺增加了74.9万个，创下1090万个的新高。</li><li><b>ADP.</b>ADP报告中的私营部门就业人数在9月份增加了56.8万人，高于普遍预期的43万人，这意味着基础ADP样本的强劲增长。此外，学校通常不使用ADP工资软件，认为在官方工资措施中，学校重新开放会带来更大的收益。</li></ul><b>主张报告弱于预期：</b></blockquote></p><p> <ul>  <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>  <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li> </ul> <b>NEUTRAL FACTORS:</b></p><p><blockquote><ul><li><b>德尔塔变异毒株.</b>8月份，covid感染率反弹给服务消费和劳动力市场带来压力。尽管美国病例数在9月初开始下降，但开放式餐桌上的餐厅座位仅小幅反弹。休闲和酒店业就业人数在9月份有所增加，但可能不会像6月和7月那样以每月约40万的速度增长。</li><li><b>雇主调查</b>我们的商业调查的就业部分持平或下降，而我们和共识预测就业增长将会回升。高盛服务业调查就业跟踪指数维持在54.5不变，制造业调查就业跟踪指数下降0.4个百分点至57.8。高盛分析师指数(GSAI)下降0.8%至68.5，但就业指数上涨1.9%至71.9。</li></ul><b>中性因素：</b></blockquote></p><p></p><p> <ul>  <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>  <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>  <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>  <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li> </ul></p><p><blockquote><ul><li><b>大数据。</b>在8月和9月的调查周期间，劳动力市场的高频数据好坏参半，对就业增长的基本速度几乎没有提供指导。跟踪的五项指标中有三项表明涨幅等于或高于共识（Census Small Business Pulse+0.5百万，ADP+0.6百万，Google mobility+200百万），但Homebase数据是下行的异常值。从表面上看，这将表明就业人数大幅下降。人口普查家庭脉搏（-60万）也相当弱，尽管令人鼓舞，但它也表明，随着学校重新开放，与儿童保育相关的劳动力供应阻力大幅下降。</li><li><b>季节性。</b>9月的季节门槛比较低：BLS调整系数一般假定私人收入（不包括公立学校）下降60-700K，而7月和8月平均下降10万左右。持续的劳动力短缺鼓励企业在夏末减少裁员。部分抵消了这一顺风，9月份的季节性因素可能因危机而发生了不利的演变——特别是通过适应去年9月重新开放驱动的就业激增（私人就业人数+93.2万环比sa）。</li><li><b>申请失业救济。</b>尽管个人过渡或试图过渡到州计划，但9月份首次申请失业救济人数有所下降，平均每周为33.9万人，而8月份为37.8万人。在包括紧急福利在内的所有员工计划中，持续索赔大幅下降（-330万），但也是出于非经济原因（联邦增强计划到期）。从一个调查周到另一个调查周，常规州项目的持续申请减少了10.6万。</li><li><b>裁员。</b>Challenger、Gray&amp;Christmas报告的宣布裁员人数在前两个月下降14%后，9月份环比反弹11%（SA by GS）。尽管如此，根据这一指标，裁员仍接近30年来的最低点（1993年）。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135993400","content_text":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.\nHere is a snapshot of what to expect tomorrow:\n\nTotal Payrolls: 500K, Last 235K\nPrivate Payrolls: 450K, Last 243K\nUnemployment Rate: 5.1%, Last 5.2%\nLabor force participation rate: 61.8%, Last 61.7%\nAverage Hourly Earnings Y/Y: 4.6%, Last 4.3%\nAverage Weekly Hours: 34.7, Last 34.7\n\nAs Newsquawk writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.\nGoldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong, and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.\nLabor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.\nPOLICY: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.\nPAYROLLS:The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.\nMEASURES OF SLACK:The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.\nEARNINGS:Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.\nADP:The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure & Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"\nINITIAL JOBLESS CLAIMS:Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.\nBUSINESS SURVEYS: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.\nARGUING FOR A BETTER-THAN-EXPECTED REPORT:\n\nEnd of federal enhanced unemployment beneﬁts. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).\n\n\n\nSchool reopening. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.\n\n\n\nJob availability. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.\nADP.Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.\n\nARGUING FOR A WEAKER-THAN-EXPECTED REPORT:\n\nDelta variant.Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.\nEmployer surveys. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.\n\nNEUTRAL FACTORS:\n\nBig Data.High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.\nSeasonality.The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).\nJobless claims.Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.\nJob cuts.Announced layoffs reported by Challenger, Gray & Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880012017,"gmtCreate":1630999026239,"gmtModify":1631891542112,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/880012017","repostId":"1187871270","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810820388,"gmtCreate":1629964041544,"gmtModify":1631891542130,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810820388","repostId":"1124735983","repostType":4,"repost":{"id":"1124735983","kind":"news","pubTimestamp":1629963478,"share":"https://www.laohu8.com/m/news/1124735983?lang=zh_CN&edition=full","pubTime":"2021-08-26 15:37","market":"us","language":"en","title":"Palantir glitch gave unauthorized FBI employees access to data - NY Post<blockquote>Palantir故障导致未经授权的FBI员工访问数据-纽约邮报</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124735983","media":"Seeking Alpha","summary":"A glitch in the default settings of Palantir Technologies Inc. (NYSE:PLTR)used by the FBI resulted i","content":"<p>A glitch in the default settings of <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR)used by the FBI resulted in unauthorized agents and analysts viewing case materials for a hacker investigation, according to court document comments from federal prosecutors in New York.</p><p><blockquote>的默认设置中的故障<a href=\"https://laohu8.com/S/PLTR\">帕兰提尔技术公司。</a>根据纽约联邦检察官的法庭文件评论，联邦调查局使用（纽约证券交易所股票代码：PLTR）导致未经授权的特工和分析师查看案件材料以进行黑客调查。</blockquote></p><p> <i>The New York Post</i>&nbsp;reports&nbsp;that social networking data collected during the investigation of accused hacker Virgil Griffith was entered into the Palantir software under the default settings that permitted access to FBI personal who weren't involved with the case but did have general access to the software.</p><p><blockquote><i>纽约邮报</i>有报道称，在调查被指控黑客维吉尔·格里菲斯(Virgil Griffith)期间收集的社交网络数据在默认设置下被输入Palantir软件，该设置允许未参与此案但确实可以访问该软件的联邦调查局人员访问。</blockquote></p><p> The prosecutors say four unauthorized FBI employees accessed the data a few times over more than a year before the problem was discovered. The agents and analysts who accessed the documents don't recall using the materials in other investigations, and the compromised evidence won't be presented during Griffith's trial.</p><p><blockquote>检察官表示，在问题被发现之前的一年多时间里，四名未经授权的联邦调查局雇员多次访问这些数据。访问这些文件的特工和分析师不记得在其他调查中使用过这些材料，妥协的证据不会在格里菲斯的审判中出示。</blockquote></p><p> Palantir (PLTR) shares are currently down 3.6% to $24.19.</p><p><blockquote>Palantir(PLTR)股价目前下跌3.6%，至24.19美元。</blockquote></p><p> Earlier this month, the data software company reported second-quarter earnings results that topped Wall Street estimates andraised its full-year forecast.</p><p><blockquote>本月早些时候，这家数据软件公司公布的第二季度盈利结果超出了华尔街的预期，并上调了全年预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir glitch gave unauthorized FBI employees access to data - NY Post<blockquote>Palantir故障导致未经授权的FBI员工访问数据-纽约邮报</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir glitch gave unauthorized FBI employees access to data - NY Post<blockquote>Palantir故障导致未经授权的FBI员工访问数据-纽约邮报</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-26 15:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A glitch in the default settings of <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR)used by the FBI resulted in unauthorized agents and analysts viewing case materials for a hacker investigation, according to court document comments from federal prosecutors in New York.</p><p><blockquote>的默认设置中的故障<a href=\"https://laohu8.com/S/PLTR\">帕兰提尔技术公司。</a>根据纽约联邦检察官的法庭文件评论，联邦调查局使用（纽约证券交易所股票代码：PLTR）导致未经授权的特工和分析师查看案件材料以进行黑客调查。</blockquote></p><p> <i>The New York Post</i>&nbsp;reports&nbsp;that social networking data collected during the investigation of accused hacker Virgil Griffith was entered into the Palantir software under the default settings that permitted access to FBI personal who weren't involved with the case but did have general access to the software.</p><p><blockquote><i>纽约邮报</i>有报道称，在调查被指控黑客维吉尔·格里菲斯(Virgil Griffith)期间收集的社交网络数据在默认设置下被输入Palantir软件，该设置允许未参与此案但确实可以访问该软件的联邦调查局人员访问。</blockquote></p><p> The prosecutors say four unauthorized FBI employees accessed the data a few times over more than a year before the problem was discovered. The agents and analysts who accessed the documents don't recall using the materials in other investigations, and the compromised evidence won't be presented during Griffith's trial.</p><p><blockquote>检察官表示，在问题被发现之前的一年多时间里，四名未经授权的联邦调查局雇员多次访问这些数据。访问这些文件的特工和分析师不记得在其他调查中使用过这些材料，妥协的证据不会在格里菲斯的审判中出示。</blockquote></p><p> Palantir (PLTR) shares are currently down 3.6% to $24.19.</p><p><blockquote>Palantir(PLTR)股价目前下跌3.6%，至24.19美元。</blockquote></p><p> Earlier this month, the data software company reported second-quarter earnings results that topped Wall Street estimates andraised its full-year forecast.</p><p><blockquote>本月早些时候，这家数据软件公司公布的第二季度盈利结果超出了华尔街的预期，并上调了全年预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3734136-palantir-glitch-gave-unauthorized-fbi-employees-access-to-data-ny-post\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/3734136-palantir-glitch-gave-unauthorized-fbi-employees-access-to-data-ny-post","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124735983","content_text":"A glitch in the default settings of Palantir Technologies Inc. (NYSE:PLTR)used by the FBI resulted in unauthorized agents and analysts viewing case materials for a hacker investigation, according to court document comments from federal prosecutors in New York.\nThe New York Post reports that social networking data collected during the investigation of accused hacker Virgil Griffith was entered into the Palantir software under the default settings that permitted access to FBI personal who weren't involved with the case but did have general access to the software.\nThe prosecutors say four unauthorized FBI employees accessed the data a few times over more than a year before the problem was discovered. The agents and analysts who accessed the documents don't recall using the materials in other investigations, and the compromised evidence won't be presented during Griffith's trial.\nPalantir (PLTR) shares are currently down 3.6% to $24.19.\nEarlier this month, the data software company reported second-quarter earnings results that topped Wall Street estimates andraised its full-year forecast.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890009984,"gmtCreate":1628063914248,"gmtModify":1633753928351,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Wsb target","listText":"Wsb target","text":"Wsb target","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890009984","repostId":"1173852688","repostType":4,"repost":{"id":"1173852688","kind":"news","pubTimestamp":1628063180,"share":"https://www.laohu8.com/m/news/1173852688?lang=zh_CN&edition=full","pubTime":"2021-08-04 15:46","market":"us","language":"en","title":"Robinhood Q2 Revenues From Order Flow Tumble 34%<blockquote>Robinhood第二季度订单流收入下降34%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173852688","media":"zerohedge","summary":"Yesterday Robinhood released its preliminary revenue numbers for Q2 when it published itsForm 606 an","content":"<p>Yesterday Robinhood released its preliminary revenue numbers for Q2 when it published itsForm 606 and 607 disclosurefor April through June. While the data covers payment for orderflow (PFOF), this remains the biggest component of the recently IPOed company's top-line (dogecoin revenues notwithstanding), so it serves as a good proxy for what to expect when the company publishes its first earnings release as a public company.</p><p><blockquote>昨天，Robinhood发布了4月至6月的606和607表格披露，公布了第二季度的初步收入数据。虽然这些数据涵盖了订单流支付(PFOF)，但这仍然是这家最近首次公开募股的公司营收的最大组成部分（尽管有狗狗币收入），因此它可以很好地代表该公司发布首次财报时的预期情况作为一家上市公司发布。</blockquote></p><p> The numbers were quite disappointing, and a stark reminder of just how fickle retail trading can be.</p><p><blockquote>这些数字相当令人失望，这清楚地提醒人们零售交易是多么变化无常。</blockquote></p><p> After a blistering Q1 which saw a record surge in retail trading, and which translated into record payment for orderflow to Robinhood to the tune of $331 million, the bulk of which was for option orderflow at $198 million and was paid by Citadel which accounted for roughly 43% ($142 million) of Robinhood's total Q1 revenues, things slowed down substantially in Q2.</p><p><blockquote>在经历了创纪录的第一季度之后，零售交易量激增，并转化为向Robinhood支付的orderflow金额达到创纪录的3.31亿美元，其中大部分用于期权orderflow，金额为1.98亿美元，由Citadel支付，约占Robinhood第一季度总收入的43%（1.42亿美元），第二季度的情况大幅放缓。</blockquote></p><p> As the chart below shows, the retail trading frenzy ended with a bang in April when Robinhood's payment for orderflow was just $65.9 million, and then dropped further in May, sliding to just $57.4 million - the lowest since October. The good news: there was a modest rebound in June when as we discussed previously, retail investors shifted their gamma-ramping attention to tech giants such as Amazon and Apple, resulting in PFOF revenue of $93.6 million.</p><p><blockquote>如下图所示，零售交易狂潮在4月份戛然而止，当时Robinhood对orderflow的支付额仅为6590万美元，然后在5月份进一步下降，下滑至仅5740万美元——为10月份以来的最低水平。好消息是：正如我们之前讨论的，6月份出现了小幅反弹，当时散户投资者将伽马增长的注意力转向了亚马逊和苹果等科技巨头，导致PFOF收入达到9360万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/10c58d48d38d33f480f1807b8af05c7f\" tg-width=\"1280\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What we also found notable is that Robinhood's revenue from orderflow from S&amp;P and non S&amp;P500 stocks was down 25% Y/Y, with the only value that Robinhood providers to internalizers such as Citadel is selling it option traffic which rose 48% from $111.1 million a year ago to $164.8 million in Q2 2021. How soon until some dedicated option market-maker decides to steal Robinhood's market share and aggressively starts dumping option traffic data to the Citadels of the world;<b>alternatively what happens when the \"gamma\" trade is no longer a moneymaking cash cow, and retail traders get fed up with selling weekly calls and puts when their premiums gets wiped out after a major market shakeout?</b></p><p><blockquote>我们还发现值得注意的是，Robinhood来自S&amp;P和非S&amp;P 500股票orderflow的收入同比下降了25%，Robinhood提供商向Citadel等内部化者提供的唯一价值是向其出售期权流量，该流量从1.111亿美元增长了48%一年前增至2021年第二季度的1.648亿美元。一些专门的期权做市商决定窃取Robinhood的市场份额，并积极开始向世界各地的城堡倾倒期权流量数据；<b>或者，当“伽马”交易不再是赚钱的摇钱树，散户交易者厌倦了在市场重大震荡后溢价被抹去时出售每周评级和看跌期权，会发生什么？</b></blockquote></p><p> Question aside, the fade of retail trading mania in Q2 was especially acute on a quarterly basis, as PFOF revenue tumbled 34.4% sequentially and were up just 20.4% from the year ago quarter when retail trading mania was still in its infancy.</p><p><blockquote>抛开问题不谈，第二季度零售交易狂热的消退按季度计算尤为严重，PFOF收入环比下降34.4%，较去年同期仅增长20.4%，当时零售交易狂热仍处于起步阶段。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a3840be05d08dbdf2a87fbb6c97b568d\" tg-width=\"1280\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> And yes, for those wondering, Citadel still remains Robinhood's top customer, accounting for $81.6 million, or 27.6% of the company's total Q2 PFOF. That said, clearly Citadel's contribution to Robinhood's top line is declining and in June it accounted for just 35.3% of total PFOF, the lowest on record.</p><p><blockquote>是的，对于那些想知道的人来说，Citadel仍然是Robinhood的最大客户，占该公司第二季度PFOF总额的27.6%。尽管如此，Citadel对Robinhood营收的贡献显然正在下降，6月份仅占PFOF总额的35.3%，为有记录以来的最低水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/933a087b330c1a69de4b21ec2680829a\" tg-width=\"1280\" tg-height=\"762\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> To be sure, it wasn't just Robinhood: as the following chart from Bloomberg shows all brokers saw a substantial drop in PFOF revenue in Q2, amounting to roughly 27% across the major players, but nobody suffered as much as Robinhood.</p><p><blockquote>可以肯定的是，不仅仅是Robinhood：正如彭博社的下图所示，所有经纪商在第二季度的PFOF收入均大幅下降，主要参与者的降幅约为27%，但没有人比Robinhood遭受的损失更大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/004b806dad72a61d0c8d6f9f633b1e0a\" tg-width=\"902\" tg-height=\"501\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Which prompts several questions: is Citadel - whose historically generous payments for RH orderflow is what enabled the company's multi-billion valuation - gradually shifting away from its top supplier of bulk retail trading data, and if so, how will Robinhood replace the lost revenue? And perhaps more importantly: with retail trading patterns clearly reflecting inflows of stimulus payments, peaking just after bulk \"stimmy\" checks clear, i.e., in June 2020, and in Q1 2021, is a long Robinhood thesis just a bet on continued stimulus checks from the generous Biden administration? And linked to that, what happens to Robinhood's bread and butter - retail option trades - when retail traders no longer expect free money from the government?</p><p><blockquote>这引发了几个问题：Citadel（其历史上对RH orderflow的慷慨支付使该公司获得了数十亿美元的估值）是否正在逐渐远离其大宗零售交易数据的顶级供应商？如果是这样，Robinhood将如何弥补损失的收入？或许更重要的是：随着零售交易模式清楚地反映了刺激支付的流入，在大宗“刺激”支票兑现后达到峰值，即在2020年6月和2021年Q1，罗宾汉的长篇论文只是对慷慨的拜登政府持续刺激支票的押注吗？与此相关的是，当零售交易者不再期望从政府获得免费资金时，罗宾汉的面包和黄油——零售期权交易会发生什么？</blockquote></p><p> An amusing aside is whether Robinhood will pocket revenues from selling the client order data to Citadel<b>from retail traders who are currently ramping Robinhood's own stock</b>in an attempted gamma squeeze. In other words, has Robinhood created a perpetual motion device where it generates revenue when<i><b>it itself</b></i>becomes the target of outsized client trades, as the case clearly is today?</p><p><blockquote>有趣的是，Robinhood是否会将向Citadel出售客户订单数据的收入收入囊中<b>来自目前正在增持Robinhood自己股票的零售交易员</b>在一次尝试伽马挤压中。换句话说，Robinhood是否创造了一种永动机设备，并在以下情况下产生收入<i><b>它本身</b></i>成为巨额客户交易的目标，就像今天的情况一样？</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/7c5a9a67a1d7544c7665f81cd570cd2e\" tg-width=\"1106\" tg-height=\"723\" width=\"100%\" height=\"auto\">Alternatively, one can argue that the simplest trade to bet on an end of generous fiscal stimulus is not shorting the market or betting on an economic slowdown, as these also benefit from the Fed's generous monetary stimulus, but rather just shorting Robinhood stock - once it is permitted - and waiting.</p><p><blockquote>或者，人们可以说，押注慷慨财政刺激结束的最简单的交易不是做空市场或押注经济放缓，因为这些也受益于美联储慷慨的货币刺激，而只是做空Robinhood股票——一旦它是允许的——并等待。</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>Robinhood Q2 Revenues From Order Flow Tumble 34%<blockquote>Robinhood第二季度订单流收入下降34%</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\">\nRobinhood Q2 Revenues From Order Flow Tumble 34%<blockquote>Robinhood第二季度订单流收入下降34%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-04 15:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Yesterday Robinhood released its preliminary revenue numbers for Q2 when it published itsForm 606 and 607 disclosurefor April through June. While the data covers payment for orderflow (PFOF), this remains the biggest component of the recently IPOed company's top-line (dogecoin revenues notwithstanding), so it serves as a good proxy for what to expect when the company publishes its first earnings release as a public company.</p><p><blockquote>昨天，Robinhood发布了4月至6月的606和607表格披露，公布了第二季度的初步收入数据。虽然这些数据涵盖了订单流支付(PFOF)，但这仍然是这家最近首次公开募股的公司营收的最大组成部分（尽管有狗狗币收入），因此它可以很好地代表该公司发布首次财报时的预期情况作为一家上市公司发布。</blockquote></p><p> The numbers were quite disappointing, and a stark reminder of just how fickle retail trading can be.</p><p><blockquote>这些数字相当令人失望，这清楚地提醒人们零售交易是多么变化无常。</blockquote></p><p> After a blistering Q1 which saw a record surge in retail trading, and which translated into record payment for orderflow to Robinhood to the tune of $331 million, the bulk of which was for option orderflow at $198 million and was paid by Citadel which accounted for roughly 43% ($142 million) of Robinhood's total Q1 revenues, things slowed down substantially in Q2.</p><p><blockquote>在经历了创纪录的第一季度之后，零售交易量激增，并转化为向Robinhood支付的orderflow金额达到创纪录的3.31亿美元，其中大部分用于期权orderflow，金额为1.98亿美元，由Citadel支付，约占Robinhood第一季度总收入的43%（1.42亿美元），第二季度的情况大幅放缓。</blockquote></p><p> As the chart below shows, the retail trading frenzy ended with a bang in April when Robinhood's payment for orderflow was just $65.9 million, and then dropped further in May, sliding to just $57.4 million - the lowest since October. The good news: there was a modest rebound in June when as we discussed previously, retail investors shifted their gamma-ramping attention to tech giants such as Amazon and Apple, resulting in PFOF revenue of $93.6 million.</p><p><blockquote>如下图所示，零售交易狂潮在4月份戛然而止，当时Robinhood对orderflow的支付额仅为6590万美元，然后在5月份进一步下降，下滑至仅5740万美元——为10月份以来的最低水平。好消息是：正如我们之前讨论的，6月份出现了小幅反弹，当时散户投资者将伽马增长的注意力转向了亚马逊和苹果等科技巨头，导致PFOF收入达到9360万美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/10c58d48d38d33f480f1807b8af05c7f\" tg-width=\"1280\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What we also found notable is that Robinhood's revenue from orderflow from S&amp;P and non S&amp;P500 stocks was down 25% Y/Y, with the only value that Robinhood providers to internalizers such as Citadel is selling it option traffic which rose 48% from $111.1 million a year ago to $164.8 million in Q2 2021. How soon until some dedicated option market-maker decides to steal Robinhood's market share and aggressively starts dumping option traffic data to the Citadels of the world;<b>alternatively what happens when the \"gamma\" trade is no longer a moneymaking cash cow, and retail traders get fed up with selling weekly calls and puts when their premiums gets wiped out after a major market shakeout?</b></p><p><blockquote>我们还发现值得注意的是，Robinhood来自S&amp;P和非S&amp;P 500股票orderflow的收入同比下降了25%，Robinhood提供商向Citadel等内部化者提供的唯一价值是向其出售期权流量，该流量从1.111亿美元增长了48%一年前增至2021年第二季度的1.648亿美元。一些专门的期权做市商决定窃取Robinhood的市场份额，并积极开始向世界各地的城堡倾倒期权流量数据；<b>或者，当“伽马”交易不再是赚钱的摇钱树，散户交易者厌倦了在市场重大震荡后溢价被抹去时出售每周评级和看跌期权，会发生什么？</b></blockquote></p><p> Question aside, the fade of retail trading mania in Q2 was especially acute on a quarterly basis, as PFOF revenue tumbled 34.4% sequentially and were up just 20.4% from the year ago quarter when retail trading mania was still in its infancy.</p><p><blockquote>抛开问题不谈，第二季度零售交易狂热的消退按季度计算尤为严重，PFOF收入环比下降34.4%，较去年同期仅增长20.4%，当时零售交易狂热仍处于起步阶段。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a3840be05d08dbdf2a87fbb6c97b568d\" tg-width=\"1280\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> And yes, for those wondering, Citadel still remains Robinhood's top customer, accounting for $81.6 million, or 27.6% of the company's total Q2 PFOF. That said, clearly Citadel's contribution to Robinhood's top line is declining and in June it accounted for just 35.3% of total PFOF, the lowest on record.</p><p><blockquote>是的，对于那些想知道的人来说，Citadel仍然是Robinhood的最大客户，占该公司第二季度PFOF总额的27.6%。尽管如此，Citadel对Robinhood营收的贡献显然正在下降，6月份仅占PFOF总额的35.3%，为有记录以来的最低水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/933a087b330c1a69de4b21ec2680829a\" tg-width=\"1280\" tg-height=\"762\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> To be sure, it wasn't just Robinhood: as the following chart from Bloomberg shows all brokers saw a substantial drop in PFOF revenue in Q2, amounting to roughly 27% across the major players, but nobody suffered as much as Robinhood.</p><p><blockquote>可以肯定的是，不仅仅是Robinhood：正如彭博社的下图所示，所有经纪商在第二季度的PFOF收入均大幅下降，主要参与者的降幅约为27%，但没有人比Robinhood遭受的损失更大。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/004b806dad72a61d0c8d6f9f633b1e0a\" tg-width=\"902\" tg-height=\"501\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Which prompts several questions: is Citadel - whose historically generous payments for RH orderflow is what enabled the company's multi-billion valuation - gradually shifting away from its top supplier of bulk retail trading data, and if so, how will Robinhood replace the lost revenue? And perhaps more importantly: with retail trading patterns clearly reflecting inflows of stimulus payments, peaking just after bulk \"stimmy\" checks clear, i.e., in June 2020, and in Q1 2021, is a long Robinhood thesis just a bet on continued stimulus checks from the generous Biden administration? And linked to that, what happens to Robinhood's bread and butter - retail option trades - when retail traders no longer expect free money from the government?</p><p><blockquote>这引发了几个问题：Citadel（其历史上对RH orderflow的慷慨支付使该公司获得了数十亿美元的估值）是否正在逐渐远离其大宗零售交易数据的顶级供应商？如果是这样，Robinhood将如何弥补损失的收入？或许更重要的是：随着零售交易模式清楚地反映了刺激支付的流入，在大宗“刺激”支票兑现后达到峰值，即在2020年6月和2021年Q1，罗宾汉的长篇论文只是对慷慨的拜登政府持续刺激支票的押注吗？与此相关的是，当零售交易者不再期望从政府获得免费资金时，罗宾汉的面包和黄油——零售期权交易会发生什么？</blockquote></p><p> An amusing aside is whether Robinhood will pocket revenues from selling the client order data to Citadel<b>from retail traders who are currently ramping Robinhood's own stock</b>in an attempted gamma squeeze. In other words, has Robinhood created a perpetual motion device where it generates revenue when<i><b>it itself</b></i>becomes the target of outsized client trades, as the case clearly is today?</p><p><blockquote>有趣的是，Robinhood是否会将向Citadel出售客户订单数据的收入收入囊中<b>来自目前正在增持Robinhood自己股票的零售交易员</b>在一次尝试伽马挤压中。换句话说，Robinhood是否创造了一种永动机设备，并在以下情况下产生收入<i><b>它本身</b></i>成为巨额客户交易的目标，就像今天的情况一样？</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/7c5a9a67a1d7544c7665f81cd570cd2e\" tg-width=\"1106\" tg-height=\"723\" width=\"100%\" height=\"auto\">Alternatively, one can argue that the simplest trade to bet on an end of generous fiscal stimulus is not shorting the market or betting on an economic slowdown, as these also benefit from the Fed's generous monetary stimulus, but rather just shorting Robinhood stock - once it is permitted - and waiting.</p><p><blockquote>或者，人们可以说，押注慷慨财政刺激结束的最简单的交易不是做空市场或押注经济放缓，因为这些也受益于美联储慷慨的货币刺激，而只是做空Robinhood股票——一旦它是允许的——并等待。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/robinhood-q2-revenues-order-flow-tumble-34\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood"},"source_url":"https://www.zerohedge.com/markets/robinhood-q2-revenues-order-flow-tumble-34","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173852688","content_text":"Yesterday Robinhood released its preliminary revenue numbers for Q2 when it published itsForm 606 and 607 disclosurefor April through June. While the data covers payment for orderflow (PFOF), this remains the biggest component of the recently IPOed company's top-line (dogecoin revenues notwithstanding), so it serves as a good proxy for what to expect when the company publishes its first earnings release as a public company.\nThe numbers were quite disappointing, and a stark reminder of just how fickle retail trading can be.\nAfter a blistering Q1 which saw a record surge in retail trading, and which translated into record payment for orderflow to Robinhood to the tune of $331 million, the bulk of which was for option orderflow at $198 million and was paid by Citadel which accounted for roughly 43% ($142 million) of Robinhood's total Q1 revenues, things slowed down substantially in Q2.\nAs the chart below shows, the retail trading frenzy ended with a bang in April when Robinhood's payment for orderflow was just $65.9 million, and then dropped further in May, sliding to just $57.4 million - the lowest since October. The good news: there was a modest rebound in June when as we discussed previously, retail investors shifted their gamma-ramping attention to tech giants such as Amazon and Apple, resulting in PFOF revenue of $93.6 million.\n\nWhat we also found notable is that Robinhood's revenue from orderflow from S&P and non S&P500 stocks was down 25% Y/Y, with the only value that Robinhood providers to internalizers such as Citadel is selling it option traffic which rose 48% from $111.1 million a year ago to $164.8 million in Q2 2021. How soon until some dedicated option market-maker decides to steal Robinhood's market share and aggressively starts dumping option traffic data to the Citadels of the world;alternatively what happens when the \"gamma\" trade is no longer a moneymaking cash cow, and retail traders get fed up with selling weekly calls and puts when their premiums gets wiped out after a major market shakeout?\nQuestion aside, the fade of retail trading mania in Q2 was especially acute on a quarterly basis, as PFOF revenue tumbled 34.4% sequentially and were up just 20.4% from the year ago quarter when retail trading mania was still in its infancy.\n\nAnd yes, for those wondering, Citadel still remains Robinhood's top customer, accounting for $81.6 million, or 27.6% of the company's total Q2 PFOF. That said, clearly Citadel's contribution to Robinhood's top line is declining and in June it accounted for just 35.3% of total PFOF, the lowest on record.\n\nTo be sure, it wasn't just Robinhood: as the following chart from Bloomberg shows all brokers saw a substantial drop in PFOF revenue in Q2, amounting to roughly 27% across the major players, but nobody suffered as much as Robinhood.\n\nWhich prompts several questions: is Citadel - whose historically generous payments for RH orderflow is what enabled the company's multi-billion valuation - gradually shifting away from its top supplier of bulk retail trading data, and if so, how will Robinhood replace the lost revenue? And perhaps more importantly: with retail trading patterns clearly reflecting inflows of stimulus payments, peaking just after bulk \"stimmy\" checks clear, i.e., in June 2020, and in Q1 2021, is a long Robinhood thesis just a bet on continued stimulus checks from the generous Biden administration? And linked to that, what happens to Robinhood's bread and butter - retail option trades - when retail traders no longer expect free money from the government?\nAn amusing aside is whether Robinhood will pocket revenues from selling the client order data to Citadelfrom retail traders who are currently ramping Robinhood's own stockin an attempted gamma squeeze. In other words, has Robinhood created a perpetual motion device where it generates revenue whenit itselfbecomes the target of outsized client trades, as the case clearly is today?\nAlternatively, one can argue that the simplest trade to bet on an end of generous fiscal stimulus is not shorting the market or betting on an economic slowdown, as these also benefit from the Fed's generous monetary stimulus, but rather just shorting Robinhood stock - once it is permitted - and waiting.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888386345,"gmtCreate":1631436965387,"gmtModify":1631891542104,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888386345","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DH":"Definitive Healthcare Corp.","BROS":"Dutch Bros Inc.",".SPX":"S&P 500 Index","FORG":"ForgeRock, Inc.","SRAD":"Sportradar Group AG","PRCT":"PROCEPT BioRobotics","TYRA":"Tyra Biosciences, Inc.","ONON":"On Holding AG","TWKS":"Thoughtworks Holding Inc.","DICE":"DICE Therapeutics, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"FORG":0.9,".SPX":0.9,"DICE":0.9,"TWKS":0.9,"DH":0.9,"SRAD":0.9,"TYRA":0.9,"BROS":0.9,"ONON":0.9,"PRCT":0.9,"EZFL":0.9}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140195904,"gmtCreate":1625635401308,"gmtModify":1633938836686,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"EPD!","listText":"EPD!","text":"EPD!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/140195904","repostId":"1109918984","repostType":4,"repost":{"id":"1109918984","kind":"news","pubTimestamp":1625628447,"share":"https://www.laohu8.com/m/news/1109918984?lang=zh_CN&edition=full","pubTime":"2021-07-07 11:27","market":"us","language":"en","title":"Here are Wall Street’s 20 favorite energy stocks as crude oil hits a 6-year high<blockquote>随着原油触及6年高点，华尔街最受欢迎的20只能源股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109918984","media":"Market Wacth","summary":"The price of crude oil has recovered to its highest level in six years — way above break-even prices","content":"<p>The price of crude oil has recovered to its highest level in six years — way above break-even prices for U.S. shale producers. A delay in production increases by the OPEC+ group of oil producing nations has underlined the recent price push, but the prospect of a continuing economic recovery for the U.S. and other industrialized nations points to an opportunity for investors.</p><p><blockquote>原油价格已回升至六年来的最高水平——远高于美国页岩油生产商的盈亏平衡价格。OPEC+产油国集团推迟增产凸显了近期价格上涨，但美国和其他工业化国家经济持续复苏的前景为投资者带来了机会。</blockquote></p><p> Below is a list of 20 energy stocks favored by Wall Street analysts, with price targets implying upside of up to 39%.</p><p><blockquote>以下是华尔街分析师青睐的20只能源股名单，目标价意味着上涨空间高达39%。</blockquote></p><p> Oil stocks are running behind oil prices</p><p><blockquote>石油股落后于油价</blockquote></p><p> These charts compare the percentage movement for continuous forward-month contracts for West Texas Intermediate Crude OilCRUDE OILto total returns for the energy sector of the S&amp;P Composite 1500 indexXX:SP1500:</p><p><blockquote>这些图表比较了西德克萨斯中质原油连续远期合约与标准普尔综合1500指数XX：SP1500能源板块总回报的百分比变动：</blockquote></p><p> First, year-to-date moves through 7:25 a.m. ET on July 6:<img src=\"https://static.tigerbbs.com/22fb14d2e3c8ee1ecb51529055810355\" tg-width=\"620\" tg-height=\"511\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>首先，年初至今截至美国东部时间7月6日上午7:25：FACTSET</blockquote></p><p> Even with dividends reinvested, the energy sector of the S&amp;P 1500 has lagged the price action for oil. (The S&amp;P Composite 1500 index is made up of the S&amp;P 500SPX, the S&amp;P 400 Mid Cap IndexMIDand the S&amp;P Small Cap 600 IndexSML.)</p><p><blockquote>即使股息进行了再投资，标准普尔1500指数的能源板块也落后于石油价格走势。（S&amp;P综合1500指数由S&amp;P 500SPX、S&amp;P 400中型股指数Mid和S&amp;P小型股600指数SML组成。）</blockquote></p><p> Now look at the one-year chart:<img src=\"https://static.tigerbbs.com/6f414e1c0b0d223ff866915a067f13e8\" tg-width=\"620\" tg-height=\"511\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>现在看看一年期图表：FACTSET</blockquote></p><p> There’s an argument to be made that oil stocks are way behind the recent price action. West Texas Crude Oil for August deliveryCLQ1was trading above $76 a barrel on the New York Mercantile Exchange early on July 6. For U.S. shale oil producers, there’s a critical relationship between the spot price and their production break-even prices for new wells, which ranged between $46 and $58 a barrel according to a survey conducted in March by the Federal Reserve Bank of Dallas. (You can see that reporthere, with the break-even prices on the second-to-last slide and break-even prices for existing wells on the last slide.)</p><p><blockquote>有一种观点认为，石油股远远落后于最近的价格走势。7月6日早些时候，纽约商品交易所8月交割的西德克萨斯原油CLQ1交易价格超过每桶76美元。对于美国页岩油生产商来说，现货价格与其新井的生产盈亏平衡价格之间存在着重要关系，根据达拉斯联邦储备银行3月份进行的一项调查，新井的生产盈亏平衡价格在每桶46美元至58美元之间。（您可以在那里看到该报告，倒数第二张幻灯片上显示了盈亏平衡价格，最后一张幻灯片上显示了现有井的盈亏平衡价格。）</blockquote></p><p> It’s easy to understand that when West Texas Crude was trading for about $48.50 at the end of 2020, many investors remained shy of oil producers and related stocks.</p><p><blockquote>很容易理解，当西德克萨斯原油在2020年底的交易价格约为48.50美元时，许多投资者仍然对石油生产商和相关股票持谨慎态度。</blockquote></p><p> <b>Wall Street’s favorite stocks of oil producers and related companies</b></p><p><blockquote><b>华尔街最喜欢的石油生产商和相关公司的股票</b></blockquote></p><p> To screen for U.S.-listed oil stocks, we began with the S&amp;P 1500, in part because the S&amp;P 500 includes only 22 stocks. Some stocks dropped out of the large-cap benchmark index because their market values declined significantly during the COVID-19 pandemic, but more broadly they have been suffering since oil prices peaked in 2014.</p><p><blockquote>为了筛选在美国上市的石油股，我们从标准普尔1500指数开始，部分原因是标普500只包括22只股票。一些股票退出了大盘股基准指数，因为它们的市值在COVID-19大流行期间大幅下跌，但更广泛地说，自2014年油价见顶以来，它们一直在遭受损失。</blockquote></p><p> There are 64 stocks in the S&amp;P 1500. We then added the 17 pipeline limited partnerships held by the Alerian MLP ETF, which aren’t included in the S&amp;P indexes. The pipelines are generally considered income plays, but there are some tax complications that should be part of your research before considering them for investment.</p><p><blockquote>标准普尔1500指数中有64只股票。然后，我们添加了Alerian MLP ETF持有的17家管道有限合伙企业，这些企业未包含在标准普尔指数中。管道通常被认为是收入游戏，但在考虑投资之前，有一些复杂的税务问题应该成为您研究的一部分。</blockquote></p><p> Among the screen of 81 energy stocks, 36 have majority “buy” or equivalent ratings among a group of at least five analysts working for brokerage firms, according to data provided by FactSet. Here are the 20 for which consensus price targets imply the most upside over the next 12 months:</p><p><blockquote>FactSet提供的数据显示，在筛选的81只能源股中，有36只在至少5名经纪公司分析师中获得了“买入”或同等评级。以下是共识价格目标意味着未来12个月上涨空间最大的20只股票：</blockquote></p><p> You can click the tickers for more about each company.<img src=\"https://static.tigerbbs.com/2d4f89036e78c12bf09a265a9238174d\" tg-width=\"797\" tg-height=\"892\">Many oil companies have been forced to cut their dividends during the pandemic, but Valero Energy Corp.VLOand Chevron Corp.CVXare among the exceptions. Both have dividend yields above 5%.As always, ratings and price targets aren’t enough. You need to do your own research and consider any company’s long-term prospects before investing.</p><p><blockquote>您可以单击股票代码了解有关每家公司的更多信息。许多石油公司在疫情期间被迫削减股息，但瓦莱罗能源公司VLO和雪佛龙公司CVX是例外。两者的股息收益率都超过5%。一如既往，评级和价格目标是不够的。在投资之前，您需要自己进行研究并考虑任何公司的长期前景。</blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table></p><p><blockquote><table><tbody><tr></tr></tbody></table></blockquote></p><p></p>","source":"lsy1604288433698","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are Wall Street’s 20 favorite energy stocks as crude oil hits a 6-year high<blockquote>随着原油触及6年高点，华尔街最受欢迎的20只能源股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are Wall Street’s 20 favorite energy stocks as crude oil hits a 6-year high<blockquote>随着原油触及6年高点，华尔街最受欢迎的20只能源股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-07-07 11:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The price of crude oil has recovered to its highest level in six years — way above break-even prices for U.S. shale producers. A delay in production increases by the OPEC+ group of oil producing nations has underlined the recent price push, but the prospect of a continuing economic recovery for the U.S. and other industrialized nations points to an opportunity for investors.</p><p><blockquote>原油价格已回升至六年来的最高水平——远高于美国页岩油生产商的盈亏平衡价格。OPEC+产油国集团推迟增产凸显了近期价格上涨，但美国和其他工业化国家经济持续复苏的前景为投资者带来了机会。</blockquote></p><p> Below is a list of 20 energy stocks favored by Wall Street analysts, with price targets implying upside of up to 39%.</p><p><blockquote>以下是华尔街分析师青睐的20只能源股名单，目标价意味着上涨空间高达39%。</blockquote></p><p> Oil stocks are running behind oil prices</p><p><blockquote>石油股落后于油价</blockquote></p><p> These charts compare the percentage movement for continuous forward-month contracts for West Texas Intermediate Crude OilCRUDE OILto total returns for the energy sector of the S&amp;P Composite 1500 indexXX:SP1500:</p><p><blockquote>这些图表比较了西德克萨斯中质原油连续远期合约与标准普尔综合1500指数XX：SP1500能源板块总回报的百分比变动：</blockquote></p><p> First, year-to-date moves through 7:25 a.m. ET on July 6:<img src=\"https://static.tigerbbs.com/22fb14d2e3c8ee1ecb51529055810355\" tg-width=\"620\" tg-height=\"511\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>首先，年初至今截至美国东部时间7月6日上午7:25：FACTSET</blockquote></p><p> Even with dividends reinvested, the energy sector of the S&amp;P 1500 has lagged the price action for oil. (The S&amp;P Composite 1500 index is made up of the S&amp;P 500SPX, the S&amp;P 400 Mid Cap IndexMIDand the S&amp;P Small Cap 600 IndexSML.)</p><p><blockquote>即使股息进行了再投资，标准普尔1500指数的能源板块也落后于石油价格走势。（S&amp;P综合1500指数由S&amp;P 500SPX、S&amp;P 400中型股指数Mid和S&amp;P小型股600指数SML组成。）</blockquote></p><p> Now look at the one-year chart:<img src=\"https://static.tigerbbs.com/6f414e1c0b0d223ff866915a067f13e8\" tg-width=\"620\" tg-height=\"511\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>现在看看一年期图表：FACTSET</blockquote></p><p> There’s an argument to be made that oil stocks are way behind the recent price action. West Texas Crude Oil for August deliveryCLQ1was trading above $76 a barrel on the New York Mercantile Exchange early on July 6. For U.S. shale oil producers, there’s a critical relationship between the spot price and their production break-even prices for new wells, which ranged between $46 and $58 a barrel according to a survey conducted in March by the Federal Reserve Bank of Dallas. (You can see that reporthere, with the break-even prices on the second-to-last slide and break-even prices for existing wells on the last slide.)</p><p><blockquote>有一种观点认为，石油股远远落后于最近的价格走势。7月6日早些时候，纽约商品交易所8月交割的西德克萨斯原油CLQ1交易价格超过每桶76美元。对于美国页岩油生产商来说，现货价格与其新井的生产盈亏平衡价格之间存在着重要关系，根据达拉斯联邦储备银行3月份进行的一项调查，新井的生产盈亏平衡价格在每桶46美元至58美元之间。（您可以在那里看到该报告，倒数第二张幻灯片上显示了盈亏平衡价格，最后一张幻灯片上显示了现有井的盈亏平衡价格。）</blockquote></p><p> It’s easy to understand that when West Texas Crude was trading for about $48.50 at the end of 2020, many investors remained shy of oil producers and related stocks.</p><p><blockquote>很容易理解，当西德克萨斯原油在2020年底的交易价格约为48.50美元时，许多投资者仍然对石油生产商和相关股票持谨慎态度。</blockquote></p><p> <b>Wall Street’s favorite stocks of oil producers and related companies</b></p><p><blockquote><b>华尔街最喜欢的石油生产商和相关公司的股票</b></blockquote></p><p> To screen for U.S.-listed oil stocks, we began with the S&amp;P 1500, in part because the S&amp;P 500 includes only 22 stocks. Some stocks dropped out of the large-cap benchmark index because their market values declined significantly during the COVID-19 pandemic, but more broadly they have been suffering since oil prices peaked in 2014.</p><p><blockquote>为了筛选在美国上市的石油股，我们从标准普尔1500指数开始，部分原因是标普500只包括22只股票。一些股票退出了大盘股基准指数，因为它们的市值在COVID-19大流行期间大幅下跌，但更广泛地说，自2014年油价见顶以来，它们一直在遭受损失。</blockquote></p><p> There are 64 stocks in the S&amp;P 1500. We then added the 17 pipeline limited partnerships held by the Alerian MLP ETF, which aren’t included in the S&amp;P indexes. The pipelines are generally considered income plays, but there are some tax complications that should be part of your research before considering them for investment.</p><p><blockquote>标准普尔1500指数中有64只股票。然后，我们添加了Alerian MLP ETF持有的17家管道有限合伙企业，这些企业未包含在标准普尔指数中。管道通常被认为是收入游戏，但在考虑投资之前，有一些复杂的税务问题应该成为您研究的一部分。</blockquote></p><p> Among the screen of 81 energy stocks, 36 have majority “buy” or equivalent ratings among a group of at least five analysts working for brokerage firms, according to data provided by FactSet. Here are the 20 for which consensus price targets imply the most upside over the next 12 months:</p><p><blockquote>FactSet提供的数据显示，在筛选的81只能源股中，有36只在至少5名经纪公司分析师中获得了“买入”或同等评级。以下是共识价格目标意味着未来12个月上涨空间最大的20只股票：</blockquote></p><p> You can click the tickers for more about each company.<img src=\"https://static.tigerbbs.com/2d4f89036e78c12bf09a265a9238174d\" tg-width=\"797\" tg-height=\"892\">Many oil companies have been forced to cut their dividends during the pandemic, but Valero Energy Corp.VLOand Chevron Corp.CVXare among the exceptions. Both have dividend yields above 5%.As always, ratings and price targets aren’t enough. You need to do your own research and consider any company’s long-term prospects before investing.</p><p><blockquote>您可以单击股票代码了解有关每家公司的更多信息。许多石油公司在疫情期间被迫削减股息，但瓦莱罗能源公司VLO和雪佛龙公司CVX是例外。两者的股息收益率都超过5%。一如既往，评级和价格目标是不够的。在投资之前，您需要自己进行研究并考虑任何公司的长期前景。</blockquote></p><p> <table>  <tbody>   <tr></tr>  </tbody> </table></p><p><blockquote><table><tbody><tr></tr></tbody></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-wall-streets-20-favorite-energy-stocks-as-crude-oil-hits-a-6-year-high-11625575911?mod=home-page\">Market Wacth</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/here-are-wall-streets-20-favorite-energy-stocks-as-crude-oil-hits-a-6-year-high-11625575911?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109918984","content_text":"The price of crude oil has recovered to its highest level in six years — way above break-even prices for U.S. shale producers. A delay in production increases by the OPEC+ group of oil producing nations has underlined the recent price push, but the prospect of a continuing economic recovery for the U.S. and other industrialized nations points to an opportunity for investors.\nBelow is a list of 20 energy stocks favored by Wall Street analysts, with price targets implying upside of up to 39%.\nOil stocks are running behind oil prices\nThese charts compare the percentage movement for continuous forward-month contracts for West Texas Intermediate Crude OilCRUDE OILto total returns for the energy sector of the S&P Composite 1500 indexXX:SP1500:\nFirst, year-to-date moves through 7:25 a.m. ET on July 6:FACTSET\nEven with dividends reinvested, the energy sector of the S&P 1500 has lagged the price action for oil. (The S&P Composite 1500 index is made up of the S&P 500SPX, the S&P 400 Mid Cap IndexMIDand the S&P Small Cap 600 IndexSML.)\nNow look at the one-year chart:FACTSET\nThere’s an argument to be made that oil stocks are way behind the recent price action. West Texas Crude Oil for August deliveryCLQ1was trading above $76 a barrel on the New York Mercantile Exchange early on July 6. For U.S. shale oil producers, there’s a critical relationship between the spot price and their production break-even prices for new wells, which ranged between $46 and $58 a barrel according to a survey conducted in March by the Federal Reserve Bank of Dallas. (You can see that reporthere, with the break-even prices on the second-to-last slide and break-even prices for existing wells on the last slide.)\nIt’s easy to understand that when West Texas Crude was trading for about $48.50 at the end of 2020, many investors remained shy of oil producers and related stocks.\nWall Street’s favorite stocks of oil producers and related companies\nTo screen for U.S.-listed oil stocks, we began with the S&P 1500, in part because the S&P 500 includes only 22 stocks. Some stocks dropped out of the large-cap benchmark index because their market values declined significantly during the COVID-19 pandemic, but more broadly they have been suffering since oil prices peaked in 2014.\nThere are 64 stocks in the S&P 1500. We then added the 17 pipeline limited partnerships held by the Alerian MLP ETF, which aren’t included in the S&P indexes. The pipelines are generally considered income plays, but there are some tax complications that should be part of your research before considering them for investment.\nAmong the screen of 81 energy stocks, 36 have majority “buy” or equivalent ratings among a group of at least five analysts working for brokerage firms, according to data provided by FactSet. Here are the 20 for which consensus price targets imply the most upside over the next 12 months:\nYou can click the tickers for more about each company.Many oil companies have been forced to cut their dividends during the pandemic, but Valero Energy Corp.VLOand Chevron Corp.CVXare among the exceptions. Both have dividend yields above 5%.As always, ratings and price targets aren’t enough. You need to do your own research and consider any company’s long-term prospects before investing.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":821786950,"gmtCreate":1633790905030,"gmtModify":1633790905030,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821786950","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":2909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885888279,"gmtCreate":1631776102991,"gmtModify":1631891542095,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885888279","repostId":"1159674961","repostType":4,"repost":{"id":"1159674961","kind":"news","pubTimestamp":1631775692,"share":"https://www.laohu8.com/m/news/1159674961?lang=zh_CN&edition=full","pubTime":"2021-09-16 15:01","market":"us","language":"en","title":"There’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159674961","media":"Barrons","summary":"Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that ","content":"<p>Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.</p><p><blockquote>电动汽车周三达到了另一个里程碑。有一款配备激光雷达的先进电动汽车，售价不到25,000美元。不过，这辆车并非来自电动汽车领导者特斯拉。</blockquote></p><p> Chinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.</p><p><blockquote>中国电动汽车制造商小鹏汽车（股票代码：XPEV）推出了第三款量产车型P5轿车。一款配备激光雷达的电动汽车起价不到16万人民币，即不到25,000美元。</blockquote></p><p> There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.</p><p><blockquote>市场上有价格较低的电动汽车，但没有配备激光雷达、先进的驾驶员辅助系统，也没有P5的续航里程。</blockquote></p><p> Lidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.</p><p><blockquote>激光雷达本质上是基于激光的雷达，有助于实现自动驾驶功能。小鹏汽车很快指出，其驾驶员辅助功能——就像当今消费者购买的乘用车中提供的所有其他功能一样——仍然需要驾驶员时刻注意道路。自动驾驶系统可以做很多事情——甚至在城市街道上进行无保护的左转——但它们还不是真正的自动驾驶。</blockquote></p><p> Lidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.</p><p><blockquote>对于消费者来说，激光雷达在汽车上并不常见。对于价格较低的电动汽车来说，这是一个令人印象深刻的功能。此外，P5轿车一次充电可行驶约290英里至375英里，具体取决于购买的配置。与更昂贵的电动汽车相比，这也是有利的。</blockquote></p><p> More affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.</p><p><blockquote>更实惠的电动汽车为纯电动汽车行业开辟了一个新的细分市场。汽车界只有少数细分市场有有竞争力的电动汽车出售。轻型皮卡正在到来。Rivian预计将于2021年开始交付皮卡。特斯拉Model 3和雪佛兰Bolt这两款受欢迎的电动汽车车型的零售价在40,000美元至60,000美元之间。两者都比本田思域或丰田卡罗拉类型的车辆更贵。特斯拉正在开发一款价格较低的车型，起价约为25,000美元。投资者预计该模式将于2023年左右问世。</blockquote></p><p> Despite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.</p><p><blockquote>尽管P5的购买价格较低，但小鹏汽车总裁Brian Gu表示，P5的盈利能力应该介于利润较低的G3 SUV和利润较高的P7轿车之间。过去四个季度，小鹏汽车销售汽车的毛利率一直为正，2021年第二季度约为11%。随着销量的增长以及公司推出P7轿车后，汽车利润率有所提高。</blockquote></p><p> The stock isn’t reacting too positively to the announcement, however. Shares fell 0.9%&nbsp;on Wednesday. The&nbsp;S&amp;P 500&nbsp;rose 0.9%, while the&nbsp;Dow Jones Industrial Averagerose about 0.7%. Tesla&nbsp; shares rose about 1.5%</p><p><blockquote>然而，该股对这一消息的反应并不太积极。周三股价下跌0.9%。标准普尔500指数上涨0.9%，道琼斯工业平均指数上涨约0.7%。特斯拉股价上涨约1.5%</blockquote></p><p> The P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.</p><p><blockquote>P5看起来像是一款成功的产品，因此发布的失望可能不是股价疲软的原因。该公司推出电话会议时出现的其他事情可能会引起投资者的关注。顾在回答问题时提到的两个领域是中国电动汽车公司的数量和来自外国竞争对手的竞争。</blockquote></p><p> There are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.</p><p><blockquote>中国有数百家电动汽车公司，而政府希望它们的数量减少。然而，小鹏汽车等公司是规模较大、成熟的公司。清除过剩产能将取决于他们和其他传统汽车制造商。这可能是该股的一个悬而未决的问题，但小鹏汽车可能有机会以折扣价获得制造能力。</blockquote></p><p> Gu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.</p><p><blockquote>顾还表示，他相信外国汽车制造商可以在中国成功销售电动汽车。这也可能会让投资者感到不安，但顾指出，他的公司在提供对中国买家有吸引力的产品方面具有相当大的领先优势。</blockquote></p><p> China is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.</p><p><blockquote>中国是全球最大的新车和电动汽车市场。今年在中国销售的所有新车中，约有10%是全电动或插电式混合动力车。</blockquote></p><p> XPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&amp;P 500. Still, shares are up about 77% over the past 12 months. The S&amp;P is up about 31% over the same span.</p><p><blockquote>小鹏汽车股价今年迄今已下跌约13%，落后于标普500 19%的涨幅。尽管如此，过去12个月股价仍上涨了约77%。同期，标准普尔指数上涨了约31%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</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\">\nThere’s a $25,000 EV Coming, But It Isn’t From Tesla<blockquote>一款售价25,000美元的电动汽车即将推出，但并非来自特斯拉</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-16 15:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.</p><p><blockquote>电动汽车周三达到了另一个里程碑。有一款配备激光雷达的先进电动汽车，售价不到25,000美元。不过，这辆车并非来自电动汽车领导者特斯拉。</blockquote></p><p> Chinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.</p><p><blockquote>中国电动汽车制造商小鹏汽车（股票代码：XPEV）推出了第三款量产车型P5轿车。一款配备激光雷达的电动汽车起价不到16万人民币，即不到25,000美元。</blockquote></p><p> There are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.</p><p><blockquote>市场上有价格较低的电动汽车，但没有配备激光雷达、先进的驾驶员辅助系统，也没有P5的续航里程。</blockquote></p><p> Lidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.</p><p><blockquote>激光雷达本质上是基于激光的雷达，有助于实现自动驾驶功能。小鹏汽车很快指出，其驾驶员辅助功能——就像当今消费者购买的乘用车中提供的所有其他功能一样——仍然需要驾驶员时刻注意道路。自动驾驶系统可以做很多事情——甚至在城市街道上进行无保护的左转——但它们还不是真正的自动驾驶。</blockquote></p><p> Lidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.</p><p><blockquote>对于消费者来说，激光雷达在汽车上并不常见。对于价格较低的电动汽车来说，这是一个令人印象深刻的功能。此外，P5轿车一次充电可行驶约290英里至375英里，具体取决于购买的配置。与更昂贵的电动汽车相比，这也是有利的。</blockquote></p><p> More affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.</p><p><blockquote>更实惠的电动汽车为纯电动汽车行业开辟了一个新的细分市场。汽车界只有少数细分市场有有竞争力的电动汽车出售。轻型皮卡正在到来。Rivian预计将于2021年开始交付皮卡。特斯拉Model 3和雪佛兰Bolt这两款受欢迎的电动汽车车型的零售价在40,000美元至60,000美元之间。两者都比本田思域或丰田卡罗拉类型的车辆更贵。特斯拉正在开发一款价格较低的车型，起价约为25,000美元。投资者预计该模式将于2023年左右问世。</blockquote></p><p> Despite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.</p><p><blockquote>尽管P5的购买价格较低，但小鹏汽车总裁Brian Gu表示，P5的盈利能力应该介于利润较低的G3 SUV和利润较高的P7轿车之间。过去四个季度，小鹏汽车销售汽车的毛利率一直为正，2021年第二季度约为11%。随着销量的增长以及公司推出P7轿车后，汽车利润率有所提高。</blockquote></p><p> The stock isn’t reacting too positively to the announcement, however. Shares fell 0.9%&nbsp;on Wednesday. The&nbsp;S&amp;P 500&nbsp;rose 0.9%, while the&nbsp;Dow Jones Industrial Averagerose about 0.7%. Tesla&nbsp; shares rose about 1.5%</p><p><blockquote>然而，该股对这一消息的反应并不太积极。周三股价下跌0.9%。标准普尔500指数上涨0.9%，道琼斯工业平均指数上涨约0.7%。特斯拉股价上涨约1.5%</blockquote></p><p> The P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.</p><p><blockquote>P5看起来像是一款成功的产品，因此发布的失望可能不是股价疲软的原因。该公司推出电话会议时出现的其他事情可能会引起投资者的关注。顾在回答问题时提到的两个领域是中国电动汽车公司的数量和来自外国竞争对手的竞争。</blockquote></p><p> There are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.</p><p><blockquote>中国有数百家电动汽车公司，而政府希望它们的数量减少。然而，小鹏汽车等公司是规模较大、成熟的公司。清除过剩产能将取决于他们和其他传统汽车制造商。这可能是该股的一个悬而未决的问题，但小鹏汽车可能有机会以折扣价获得制造能力。</blockquote></p><p> Gu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.</p><p><blockquote>顾还表示，他相信外国汽车制造商可以在中国成功销售电动汽车。这也可能会让投资者感到不安，但顾指出，他的公司在提供对中国买家有吸引力的产品方面具有相当大的领先优势。</blockquote></p><p> China is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.</p><p><blockquote>中国是全球最大的新车和电动汽车市场。今年在中国销售的所有新车中，约有10%是全电动或插电式混合动力车。</blockquote></p><p> XPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&amp;P 500. Still, shares are up about 77% over the past 12 months. The S&amp;P is up about 31% over the same span.</p><p><blockquote>小鹏汽车股价今年迄今已下跌约13%，落后于标普500 19%的涨幅。尽管如此，过去12个月股价仍上涨了约77%。同期，标准普尔指数上涨了约31%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/xpeng-stock-ev-tesla-51631728343?mod=hp_LEADSUPP_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://www.barrons.com/articles/xpeng-stock-ev-tesla-51631728343?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159674961","content_text":"Electric vehicles hit another milestone Wednesday. There is a sophisticated, lidar-equipped EV that can be had for less than $25,000. The vehicle isn’t from EV leader Tesla, though.\nChinese EV maker XPeng (ticker: XPEV) launched its third production model, the P5 sedan. A lidar-equipped EV that starts at less than 160,00 Chinese renminbi, or less than $25,000.\n\nThere are lower-priced EVs on the market, but not with lidar-enabled, advanced driver assistance systems and not with range of the P5.\nLidar is essentially laser-based radar and helps enable autonomous driving functions. XPeng is quick to point out that its driver assistance features—like all others available in passenger vehicles bought by consumers these days—still require drivers to pay attention to the road at all times. Autonomous driving systems can do a lot—even make unprotected left turns on city streets—but they aren’t truly self-driving yet.\n\nLidar is unusual on a car for consumers. It’s an impressive feature for a lower-price EV. In addition, the P5 sedan will go roughly 290 miles to 375 miles on a single charge, depending on the configuration purchased. That also compares favorably to more expensive EVs.\nMore affordable EVs open up a new segment of the market for the battery electric car industry. Only a few segments of the auto universe has competitive EVs for sale. Light-duty pickup trucks are arriving now. Rivian is expected to start deliveries of its pickup in 2021. And a Tesla Model 3 as well as a Chevy Bolt—two popular EV models—can retail for between $40,000 and $60,000. Both are more expensive than Honda Civic- or Toyota Corolla-type vehicles. Tesla is working on a lower-priced model, starting at about $25,000 as well. Investors expect that model to arrive around 2023.\nDespite the P5’s low purchase price, XPeng President Brian Gu says P5 profitability should fall between its less profitable G3 SUV and the more profitable P7 sedan. XPeng’s gross profit margins from selling cars have been positive for the past four quarters, coming in at about 11% in the second quarter of 2021. Vehicle profit margins have improved as volumes have grown and after the company introduced the P7 sedan.\nThe stock isn’t reacting too positively to the announcement, however. Shares fell 0.9% on Wednesday. The S&P 500 rose 0.9%, while the Dow Jones Industrial Averagerose about 0.7%. Tesla  shares rose about 1.5%\nThe P5 looks like a winning product, so launch disappointment likely isn’t responsible for share price weakness. Other things that came up arose on the company’s launch conference call might be concerning investors. Two areas Gu addressed—in response to questions—were the number of EV companies in China and competition from foreign competitors.\nThere are hundreds of EV companies in China and the government wants fewer of them. Companies such as XPeng, however, are the larger, established players. It will be up to them, and other traditional auto makers, to mop up the excess capacity. That could be an overhang on the stock, but XPeng might have a chance to pick up manufacturing capacity at a discount.\nGu also said he believes foreign auto makers could be successful selling EVs in China. That also might unnerve investors, but Gu pointed out his company has a sizable lead offering products at price points that are attractive to Chinese buyers.\nChina is the world’s largest market for new cars and for EVs. About 10% of all new cars sold in China this year have been all-electric or plug-in electric hybrids.\nXPeng stock is down about 13% year to date, trailing behind the 19% gain of the S&P 500. Still, shares are up about 77% over the past 12 months. The S&P is up about 31% over the same span.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837869754,"gmtCreate":1629874871478,"gmtModify":1631893423048,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837869754","repostId":"1171373896","repostType":4,"repost":{"id":"1171373896","kind":"news","pubTimestamp":1629874653,"share":"https://www.laohu8.com/m/news/1171373896?lang=zh_CN&edition=full","pubTime":"2021-08-25 14:57","market":"us","language":"en","title":"Apple, Intel likely to benefit from China's chip manufacturing push, says CFRA<blockquote>CFRA表示，苹果和英特尔可能受益于中国芯片制造的推动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171373896","media":"Seeking Alpha","summary":"Apple (NASDAQ:AAPL), Intel (NASDAQ:INTC) and semiconductor equipment companies are the most likely b","content":"<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>&nbsp;(NASDAQ:AAPL), <a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;(NASDAQ:INTC)&nbsp;and semiconductor equipment companies are the most likely beneficiaries from <a href=\"https://laohu8.com/S/CAAS\">China</a>'s current push to become more self-sufficient regarding chip production, according to a new research note from CFRA. Traditional hardware companies like <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> (NYSE:DELL)and <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> (NYSE:HPQ)and memory companies are the most likely to feel a negative impact.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>（纳斯达克：AAPL），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（纳斯达克：INTC）和半导体设备公司最有可能受益于<a href=\"https://laohu8.com/S/CAAS\">中国</a>根据CFRA的一份新研究报告，美国目前正在推动芯片生产更加自给自足。传统硬件企业如<a href=\"https://laohu8.com/S/DELL\">戴尔技术公司。</a>（纽约证券交易所代码：DELL）和<a href=\"https://laohu8.com/S/HPQ\">惠普公司</a>（纽约证券交易所代码：HPQ）和内存公司最有可能感受到负面影响。</blockquote></p><p> Earlier this year, Beijing unveiled its 14th five-year plan targeting the development of an integrated circuit ecosystem, including design, manufacturing and equipment. The five-year period runs from 2021 through 2025.</p><p><blockquote>今年早些时候，北京公布了第十四个五年计划，旨在发展集成电路生态系统，包括设计、制造和设备。五年期从2021年到2025年。</blockquote></p><p> CFRA analyst Angelo Zino says the political tension between the U.S. and China is likely to benefit Apple (AAPL), which will continue to capture high-end smartphone market share in China.</p><p><blockquote>CFRA分析师Angelo Zino表示，中美之间的政治紧张局势可能有利于苹果(AAPL)，该公司将继续占领中国高端智能手机市场份额。</blockquote></p><p> Intel is also well-positioned with the company's IDM 2.0 strategy to become a global foundry player expected to gain traction by 2023 after focusing on capacity expansion in the U.S. and Europe.</p><p><blockquote>英特尔也凭借该公司的IDM 2.0战略处于有利地位，成为全球代工企业，预计在专注于美国和欧洲的产能扩张后，到2023年将获得牵引力。</blockquote></p><p> Semiconductor manufacturing equipment is expensive to purchase let alone develop and foreign chip equipment companies will likely benefit from China's self-sufficiency push, writes Zino. Chipmaker stocks include <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>(NASDAQ:AMAT), KLA(NASDAQ:KLAC), <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>(NASDAQ:LRCX)and ASML(NASDAQ:ASML).</p><p><blockquote>齐诺写道，半导体制造设备的购买成本很高，更不用说开发了，外国芯片设备公司可能会从中国的自给自足推动中受益。芯片制造商股票包括<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（纳斯达克：AMAT）、KLA（纳斯达克：KLAC）、<a href=\"https://laohu8.com/S/LRCX\">Lam研究</a>（纳斯达克：LRCX）和ASML（纳斯达克：ASML）。</blockquote></p><p> \"Memory companies face the biggest risks, at least initially, with regards to China's more aggressive tactics to build a domestic manufacturing semiconductor industry,\" says the analyst, naming Micron&nbsp;(NASDAQ:MU)and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a>&nbsp;(NASDAQ:WDC). Traditional hardware companies, meanwhile, are \"most at risk of China retaliation given the easy substitutes available\" like Lenovo and the potential \"impact of banning a well-known U.S. company.\"</p><p><blockquote>这位分析师表示：“至少在最初，内存公司面临着最大的风险，因为中国采取了更积极的策略来建立国内半导体制造业。”他提到了美光科技（纳斯达克：MU）和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>（纳斯达克：WDC）。与此同时，传统硬件公司“面临中国报复的风险最大，因为联想等替代品很容易获得”，以及“禁止一家知名美国公司的潜在影响”。</blockquote></p><p> <a href=\"https://laohu8.com/S/WRN\">Western</a> <a href=\"https://laohu8.com/S/DLR\">Digital</a> and rival Seagate were among the largest S&amp;P 500 decliners earlier today, pulling back from recent rallies&nbsp;driven by the cryptocurrency Chia.</p><p><blockquote><a href=\"https://laohu8.com/S/WRN\">西方的</a><a href=\"https://laohu8.com/S/DLR\">数字的</a>和竞争对手希捷是今天早些时候标普500跌幅最大的公司之一，从加密货币Chia推动的近期涨势中回落。</blockquote></p><p> HP and Dell are slated to report earnings results on August 26amid softening PC shipment growth.</p><p><blockquote>由于PC出货量增长疲软，惠普和戴尔定于8月26日公布财报。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Intel likely to benefit from China's chip manufacturing push, says CFRA<blockquote>CFRA表示，苹果和英特尔可能受益于中国芯片制造的推动</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Intel likely to benefit from China's chip manufacturing push, says CFRA<blockquote>CFRA表示，苹果和英特尔可能受益于中国芯片制造的推动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-25 14:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>&nbsp;(NASDAQ:AAPL), <a href=\"https://laohu8.com/S/INTC\">Intel</a>&nbsp;(NASDAQ:INTC)&nbsp;and semiconductor equipment companies are the most likely beneficiaries from <a href=\"https://laohu8.com/S/CAAS\">China</a>'s current push to become more self-sufficient regarding chip production, according to a new research note from CFRA. Traditional hardware companies like <a href=\"https://laohu8.com/S/DELL\">Dell Technologies Inc.</a> (NYSE:DELL)and <a href=\"https://laohu8.com/S/HPQ\">HP Inc</a> (NYSE:HPQ)and memory companies are the most likely to feel a negative impact.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>（纳斯达克：AAPL），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（纳斯达克：INTC）和半导体设备公司最有可能受益于<a href=\"https://laohu8.com/S/CAAS\">中国</a>根据CFRA的一份新研究报告，美国目前正在推动芯片生产更加自给自足。传统硬件企业如<a href=\"https://laohu8.com/S/DELL\">戴尔技术公司。</a>（纽约证券交易所代码：DELL）和<a href=\"https://laohu8.com/S/HPQ\">惠普公司</a>（纽约证券交易所代码：HPQ）和内存公司最有可能感受到负面影响。</blockquote></p><p> Earlier this year, Beijing unveiled its 14th five-year plan targeting the development of an integrated circuit ecosystem, including design, manufacturing and equipment. The five-year period runs from 2021 through 2025.</p><p><blockquote>今年早些时候，北京公布了第十四个五年计划，旨在发展集成电路生态系统，包括设计、制造和设备。五年期从2021年到2025年。</blockquote></p><p> CFRA analyst Angelo Zino says the political tension between the U.S. and China is likely to benefit Apple (AAPL), which will continue to capture high-end smartphone market share in China.</p><p><blockquote>CFRA分析师Angelo Zino表示，中美之间的政治紧张局势可能有利于苹果(AAPL)，该公司将继续占领中国高端智能手机市场份额。</blockquote></p><p> Intel is also well-positioned with the company's IDM 2.0 strategy to become a global foundry player expected to gain traction by 2023 after focusing on capacity expansion in the U.S. and Europe.</p><p><blockquote>英特尔也凭借该公司的IDM 2.0战略处于有利地位，成为全球代工企业，预计在专注于美国和欧洲的产能扩张后，到2023年将获得牵引力。</blockquote></p><p> Semiconductor manufacturing equipment is expensive to purchase let alone develop and foreign chip equipment companies will likely benefit from China's self-sufficiency push, writes Zino. Chipmaker stocks include <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>(NASDAQ:AMAT), KLA(NASDAQ:KLAC), <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>(NASDAQ:LRCX)and ASML(NASDAQ:ASML).</p><p><blockquote>齐诺写道，半导体制造设备的购买成本很高，更不用说开发了，外国芯片设备公司可能会从中国的自给自足推动中受益。芯片制造商股票包括<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（纳斯达克：AMAT）、KLA（纳斯达克：KLAC）、<a href=\"https://laohu8.com/S/LRCX\">Lam研究</a>（纳斯达克：LRCX）和ASML（纳斯达克：ASML）。</blockquote></p><p> \"Memory companies face the biggest risks, at least initially, with regards to China's more aggressive tactics to build a domestic manufacturing semiconductor industry,\" says the analyst, naming Micron&nbsp;(NASDAQ:MU)and <a href=\"https://laohu8.com/S/WDC\">Western Digital</a>&nbsp;(NASDAQ:WDC). Traditional hardware companies, meanwhile, are \"most at risk of China retaliation given the easy substitutes available\" like Lenovo and the potential \"impact of banning a well-known U.S. company.\"</p><p><blockquote>这位分析师表示：“至少在最初，内存公司面临着最大的风险，因为中国采取了更积极的策略来建立国内半导体制造业。”他提到了美光科技（纳斯达克：MU）和<a href=\"https://laohu8.com/S/WDC\">西部数据</a>（纳斯达克：WDC）。与此同时，传统硬件公司“面临中国报复的风险最大，因为联想等替代品很容易获得”，以及“禁止一家知名美国公司的潜在影响”。</blockquote></p><p> <a href=\"https://laohu8.com/S/WRN\">Western</a> <a href=\"https://laohu8.com/S/DLR\">Digital</a> and rival Seagate were among the largest S&amp;P 500 decliners earlier today, pulling back from recent rallies&nbsp;driven by the cryptocurrency Chia.</p><p><blockquote><a href=\"https://laohu8.com/S/WRN\">西方的</a><a href=\"https://laohu8.com/S/DLR\">数字的</a>和竞争对手希捷是今天早些时候标普500跌幅最大的公司之一，从加密货币Chia推动的近期涨势中回落。</blockquote></p><p> HP and Dell are slated to report earnings results on August 26amid softening PC shipment growth.</p><p><blockquote>由于PC出货量增长疲软，惠普和戴尔定于8月26日公布财报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3733697-apple-intel-likely-to-benefit-from-chinas-chip-manufacturing-push-says-cfra\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAC":"科磊","AMAT":"应用材料","HPQ":"惠普","DELL":"戴尔","LRCX":"拉姆研究","AAPL":"苹果","INTC":"英特尔","ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/news/3733697-apple-intel-likely-to-benefit-from-chinas-chip-manufacturing-push-says-cfra","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171373896","content_text":"Apple (NASDAQ:AAPL), Intel (NASDAQ:INTC) and semiconductor equipment companies are the most likely beneficiaries from China's current push to become more self-sufficient regarding chip production, according to a new research note from CFRA. Traditional hardware companies like Dell Technologies Inc. (NYSE:DELL)and HP Inc (NYSE:HPQ)and memory companies are the most likely to feel a negative impact.\nEarlier this year, Beijing unveiled its 14th five-year plan targeting the development of an integrated circuit ecosystem, including design, manufacturing and equipment. The five-year period runs from 2021 through 2025.\nCFRA analyst Angelo Zino says the political tension between the U.S. and China is likely to benefit Apple (AAPL), which will continue to capture high-end smartphone market share in China.\nIntel is also well-positioned with the company's IDM 2.0 strategy to become a global foundry player expected to gain traction by 2023 after focusing on capacity expansion in the U.S. and Europe.\nSemiconductor manufacturing equipment is expensive to purchase let alone develop and foreign chip equipment companies will likely benefit from China's self-sufficiency push, writes Zino. Chipmaker stocks include Applied Materials(NASDAQ:AMAT), KLA(NASDAQ:KLAC), Lam Research(NASDAQ:LRCX)and ASML(NASDAQ:ASML).\n\"Memory companies face the biggest risks, at least initially, with regards to China's more aggressive tactics to build a domestic manufacturing semiconductor industry,\" says the analyst, naming Micron (NASDAQ:MU)and Western Digital (NASDAQ:WDC). Traditional hardware companies, meanwhile, are \"most at risk of China retaliation given the easy substitutes available\" like Lenovo and the potential \"impact of banning a well-known U.S. company.\"\nWestern Digital and rival Seagate were among the largest S&P 500 decliners earlier today, pulling back from recent rallies driven by the cryptocurrency Chia.\nHP and Dell are slated to report earnings results on August 26amid softening PC shipment growth.","news_type":1,"symbols_score_info":{"HPQ":0.9,"LRCX":0.9,"ASML":0.9,"DELL":0.9,"INTC":0.9,"AMAT":0.9,"KLAC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802539028,"gmtCreate":1627786678564,"gmtModify":1633756396685,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Hodl","listText":"Hodl","text":"Hodl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802539028","repostId":"1147877145","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172355032,"gmtCreate":1626939751926,"gmtModify":1633769553022,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Up up!","listText":"Up up!","text":"Up up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172355032","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179832209,"gmtCreate":1626501224601,"gmtModify":1633926184536,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179832209","repostId":"1169536573","repostType":4,"repost":{"id":"1169536573","kind":"news","pubTimestamp":1626448731,"share":"https://www.laohu8.com/m/news/1169536573?lang=zh_CN&edition=full","pubTime":"2021-07-16 23:18","market":"us","language":"en","title":"Coupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa股价扩大跌幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169536573","media":"Thestreet","summary":"Coupa Software traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.Analysts honed in on the more conservative outlook provided by Coupa's management team as the lik","content":"<p>Coupa Software(<b>COUP</b>)&nbsp;traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.</p><p><blockquote>Coupa软件（<b>COUP</b>）周五连续第二天走低，延续了周四近10%的跌幅，分析师在经历了令人失望的分析师日活动后重新评估了对这家财务管理软件公司的前景。</blockquote></p><p> Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.</p><p><blockquote>Coupa周四举办了虚拟分析师日，该平台提供商分享了有关其Coupa Pay服务的更多细节，并提供了有关其长期前景的最新信息。</blockquote></p><p> Analysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.</p><p><blockquote>分析师们认为Coupa管理团队提供的更为保守的前景可能是周四抛售背后的原因，但他们普遍对该公司的长期前景持乐观态度，Piper Sandler是少数几家下调一年股价的华尔街投资公司之一。价格目标。</blockquote></p><p> Piper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.</p><p><blockquote>Piper Sandler分析师还关注了Coupa Pay缺乏进展的问题，并指出“……考虑到继续众所周知的节拍和提高节奏所需的必要保守主义，这种设置总是不太理想。”他们维持对该股的跑赢大盘评级，但将目标价从300美元下调至295美元。</blockquote></p><p> Truist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.</p><p><blockquote>Truist Securities稍微乐观一些，尽管承认投资者“可能会对他们从Coupa Pay的附加利率角度听到的消息感到失望，或者可能会对Coupa Pay真正发挥作用可能需要多年时间线感到失望。”他们维持买入评级和326美元的目标价。</blockquote></p><p> Barclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.</p><p><blockquote>巴克莱分析师指出，虽然Coupa无法满足“华尔街对其Coupa Pay服务的极高期望”，但它仍保持积极的前景。该投资银行维持该股等权重评级，一年目标价为250美元。</blockquote></p><p> Coupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth.&nbsp;A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.</p><p><blockquote>上个月，Coupa股价暴跌，此前该公司提供了一份不温不火的预测，引发了人们对其账单增长速度的质疑。当时，许多分析师下调了这家总部位于加州圣马特奥的公司的目标价，尽管该公司公布了意外的利润和好于预期的收入预测。</blockquote></p><p> At last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.</p><p><blockquote>据上次检查，Coupa股价下跌2.24%，至221.04美元。该股今年迄今已下跌32.7%。</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>Coupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa股价扩大跌幅</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\">\nCoupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa股价扩大跌幅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-16 23:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Coupa Software(<b>COUP</b>)&nbsp;traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.</p><p><blockquote>Coupa软件（<b>COUP</b>）周五连续第二天走低，延续了周四近10%的跌幅，分析师在经历了令人失望的分析师日活动后重新评估了对这家财务管理软件公司的前景。</blockquote></p><p> Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.</p><p><blockquote>Coupa周四举办了虚拟分析师日，该平台提供商分享了有关其Coupa Pay服务的更多细节，并提供了有关其长期前景的最新信息。</blockquote></p><p> Analysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.</p><p><blockquote>分析师们认为Coupa管理团队提供的更为保守的前景可能是周四抛售背后的原因，但他们普遍对该公司的长期前景持乐观态度，Piper Sandler是少数几家下调一年股价的华尔街投资公司之一。价格目标。</blockquote></p><p> Piper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.</p><p><blockquote>Piper Sandler分析师还关注了Coupa Pay缺乏进展的问题，并指出“……考虑到继续众所周知的节拍和提高节奏所需的必要保守主义，这种设置总是不太理想。”他们维持对该股的跑赢大盘评级，但将目标价从300美元下调至295美元。</blockquote></p><p> Truist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.</p><p><blockquote>Truist Securities稍微乐观一些，尽管承认投资者“可能会对他们从Coupa Pay的附加利率角度听到的消息感到失望，或者可能会对Coupa Pay真正发挥作用可能需要多年时间线感到失望。”他们维持买入评级和326美元的目标价。</blockquote></p><p> Barclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.</p><p><blockquote>巴克莱分析师指出，虽然Coupa无法满足“华尔街对其Coupa Pay服务的极高期望”，但它仍保持积极的前景。该投资银行维持该股等权重评级，一年目标价为250美元。</blockquote></p><p> Coupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth.&nbsp;A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.</p><p><blockquote>上个月，Coupa股价暴跌，此前该公司提供了一份不温不火的预测，引发了人们对其账单增长速度的质疑。当时，许多分析师下调了这家总部位于加州圣马特奥的公司的目标价，尽管该公司公布了意外的利润和好于预期的收入预测。</blockquote></p><p> At last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.</p><p><blockquote>据上次检查，Coupa股价下跌2.24%，至221.04美元。该股今年迄今已下跌32.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/coupa-software-coup-rebound-selloff-analysts\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COUP":"Coupa Software Inc"},"source_url":"https://www.thestreet.com/investing/coupa-software-coup-rebound-selloff-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169536573","content_text":"Coupa Software(COUP) traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.\nCoupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.\nAnalysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.\nPiper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.\nTruist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.\nBarclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.\nCoupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth. A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.\nAt last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.","news_type":1,"symbols_score_info":{"COUP":0.9}},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119628957,"gmtCreate":1622543742879,"gmtModify":1634100654149,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go go amd","listText":"Go go amd","text":"Go go amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/119628957","repostId":"1143634909","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823181189,"gmtCreate":1633599195884,"gmtModify":1633599256250,"author":{"id":"3575978693829354","authorId":"3575978693829354","name":"CM_clement","avatar":"https://static.tigerbbs.com/fdbebfac76fb8dfe00958a92cdb8d706","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575978693829354","idStr":"3575978693829354"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823181189","repostId":"1147808546","repostType":4,"isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}