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2021-04-14

Pltr buy!

@ck1986:$Palantir Technologies Inc.(PLTR)$sideway and climbing up

2021-04-08

👍🏼

抱歉，原内容已删除

2021-04-06

$Sundial Growers Inc.(SNDL)$What happen to sndl? 🤓

2021-04-04

Wow

抱歉，原内容已删除

2021-04-02

$Tiger Brokers(TIGR)$Aiyoo what happen to tigr

2021-04-01

$Angi Inc(ANGI)$Up up and go!

2021-03-31

$Idex ASA(IDEX)$Go go go idex

2021-03-31

$Tiger Brokers(TIGR)$Why keep going down?Not like futu

2021-03-31

Can consider?

抱歉，原内容已删除

2021-03-30

Up up up

抱歉，原内容已删除

2021-03-29

🤦🏼‍♀️

Stocks fall to start the week as impacts continue to be felt from margin-call rout<blockquote>由于继续感受到利润率看涨期权崩溃的影响，股市本周初下跌</blockquote>

2021-03-28

Not yet time to buy tesla...

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>

2021-03-24

Everything is possible

抱歉，原内容已删除

2021-03-22

Oops

Crypto Stocks fell rapidly<blockquote>加密货币股票迅速下跌</blockquote>

2021-03-20

Nice one!

抱歉，原内容已删除

2021-03-19

Go go go

Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</blockquote>

2021-03-18

Gogo nio go

抱歉，原内容已删除

2021-03-17

Ya pltr is company with future, not for speculator!

抱歉，原内容已删除

2021-03-16

$Tiger Brokers(TIGR)$Go chase FUtu

2021-03-15

Dont buy? Sure bo?

抱歉，原内容已删除

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href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Aiyoo what happen to tigr","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Aiyoo what happen to tigr","text":"$Tiger Brokers(TIGR)$Aiyoo what happen to tigr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/340375554","isVote":1,"tweetType":1,"viewCount":3438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357805746,"gmtCreate":1617253282285,"gmtModify":1631886014727,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ANGI\">$Angi Inc(ANGI)$</a>Up up and go!","listText":"<a href=\"https://laohu8.com/S/ANGI\">$Angi Inc(ANGI)$</a>Up up and go!","text":"$Angi Inc(ANGI)$Up up and go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357805746","isVote":1,"tweetType":1,"viewCount":2572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354634760,"gmtCreate":1617165660450,"gmtModify":1631888670159,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a>Go go go idex","listText":"<a href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a>Go go go idex","text":"$Idex ASA(IDEX)$Go go go 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consider?","listText":"Can consider?","text":"Can consider?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354635994","repostId":"1163996400","repostType":4,"isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355604241,"gmtCreate":1617064760283,"gmtModify":1634522868551,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355604241","repostId":"1197127356","repostType":4,"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355953535,"gmtCreate":1617025666727,"gmtModify":1634523069324,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"🤦🏼‍♀️","listText":"🤦🏼‍♀️","text":"🤦🏼‍♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355953535","repostId":"1131213558","repostType":4,"repost":{"id":"1131213558","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":1617024683,"share":"https://www.laohunote.com/m/news/1131213558?lang=zh_CN&edition=full","pubTime":"2021-03-29 21:31","market":"us","language":"en","title":"Stocks fall to start the week as impacts continue to be felt from margin-call rout<blockquote>由于继续感受到利润率看涨期权崩溃的影响，股市本周初下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131213558","media":"Tiger Newspress","summary":"(March 29) U.S. stocks opened lower Monday, dogged by concerns about the ripple effects from forced ","content":"<p>(March 29)&nbsp;U.S. stocks opened lower Monday, dogged by concerns about the ripple effects from forced selling Friday by a large investment firm. </p><p><blockquote>（3月29日）美国由于担心一家大型投资公司周五强制抛售会产生连锁反应，股市周一开盘走低。</blockquote></p><p>The Dow Jones Industrial Average lost 139 points, 0.4%, to open near 32,934, while the S&amp;P 500  opened 16 points, 0.4%, lower, near 3,958. The Nasdaq Composite index  was off 35 points, 0.3%, at the open, trading near 13,104. </p><p><blockquote>道琼斯工业平均指数下跌 139 点，跌幅 0.4%，开盘于 32,934 点附近；标普500指数下跌 16 点，跌幅 0.4%，开盘于 3,958 点附近。纳斯达克综合指数开盘下跌 35 点，跌幅 0.3%，收于 13,104 点附近。</blockquote></p><p>Shares of Boeing Co. jumped 2.6% after Southwest Airlines Inc. said it had ordered 100 of the Boeing 737 Max 7. </p><p><blockquote>西南航空公司表示已订购 100 架波音 737 Max 7 后，波音公司股价上涨 2.6%。</blockquote></p><p>Meanwhile, bond yields remained tame, with the 10-year U.S. Treasury note TMUBMUSD10Y, 1.662% down about 3 basis points to 1.654%.</p><p><blockquote>与此同时，债券收益率依然温和，10年期美国国债TMUBMUSD10Y下跌1.662%约3个基点至1.654%。</blockquote></p><p>Stock futures added to losses Monday amid weakness in bank stocks caught in the downdraft of Friday’s margin call, though media shares rebounded after the stunning late-week selloff.</p><p><blockquote>周一，由于银行股在周五保证金看涨期权的下行中疲软，股指期货跌幅扩大，但媒体股在周末令人震惊的抛售后反弹。</blockquote></p><p>Futures on the Dow Jones Industrial Average implied an opening loss of about 160 points. S&amp;P 500 futures and Nasdaq 100 futures also traded in negative territory.</p><p><blockquote>道琼斯工业平均指数期货暗示开盘下跌约160点。标普500期货和纳斯达克100期货也在负值区域交易。</blockquote></p><p>Shares of ViacomCBS and Discovery both rebounded after coming underintense selling pressurelast week. The two companies were believed to be hit by forced liquidation of positions held by the multibillion dollar family office Archegos Capital Management, a source familiar with the situation told CNBC.</p><p><blockquote>维亚康姆哥伦比亚广播公司 (ViacomCBS) 和 Discovery 的股价在上周遭遇不太强烈的抛售压力后均出现反弹。一位知情人士告诉 CNBC，据信这两家公司受到了价值数十亿美元的家族理财室 Archegos Capital Management 持有头寸的强制清算的打击。</blockquote></p><p>Discovery gained more than 4% in premarket trading Monday while ViacomCBS rose more than 2%. The two companies had lost 27% apiece during Friday’s selloff.</p><p><blockquote>Discovery 在周一盘前交易中上涨超过 4%，而 ViacomCBS 则上涨超过 2%。在周五的抛售中，两家公司各损失了 27%。</blockquote></p><p>Elsewhere, Boeing was up 2.6% premarket on news that Southwest Airlines had added 100 orders for the airliner’s 737 Max jet. The first 30 jets are scheduled for delivery in 2022.</p><p><blockquote>在其他方面，波音公司盘前上涨了 2.6%，原因是西南航空公司（Southwest Airlines）增加了 100 架 737 Max 喷气式飞机的订单。首批 30 架飞机计划于 2022 年交付。</blockquote></p><p>However, futures overall were indicating negative. Credit Suisse shares tumbled 13% as the bank warned itwould face a “significant” hitto its first-quarter results due to the bank having to exit hedge fund positions related to the forced selling. Nomura also warned that it could get hit, sending its shares down nearly 15%.</p><p><blockquote>然而，期货总体表现不佳。瑞士信贷股价暴跌 13%，该银行警告称，由于该银行不得不退出与强制抛售相关的对冲基金头寸，其第一季度业绩将面临 “重大 ”打击。野村证券还警告称，它可能会受到打击，导致其股价下跌近 15%。</blockquote></p><p>Bank stocks weighed on the Dow industrials, with Goldman Sachs down more than 3% and JPMorgan Chase off 1.4%. The weakness came as government bond yields edged lower to start the week.</p><p><blockquote>银行股拖累道琼斯工业平均指数，高盛下跌超过 3%，摩根大通下跌 1.4%。本周初政府债券收益率小幅走低，导致疲软。</blockquote></p><p>Though the market was taking a hit from the Archegos stumble, the situation is unlikely to have lasting impacts on the broader market, according to Bespoke Investment Group.</p><p><blockquote>Bespoke Investment Group 表示，尽管市场受到了 Archegos 失误的打击，但这种情况不太可能对更广泛的市场产生持久影响。</blockquote></p><p>“While other funds may be caught in the mess, we fail to see how this specific car crash of a trade ends up propagating across the financial system via counterparty default,” Bespoke said in its morning note. However, the firm did caution that investors should “get used to the GMEs and Archegos of the world, because they seem to be happening with more frequency even if their fall-out is contained.”</p><p><blockquote>“Bespoke 在早间报告中说：”虽然其他基金可能会陷入困境，但我们没有看到这种特定的交易车祸最终会如何通过交易对手违约在整个金融体系蔓延。不过，该公司确实提醒说，投资者应该 “习惯世界上的 GME 和 Archegos，因为即使它们的影响得到控制，它们似乎也越来越频繁地发生”。</blockquote></p><p>On Friday, all three major benchmarks rallied to their session highs into the close with the blue-chip Dow closing about 450 points higher. The S&amp;P 500 eventually climbed 1.7% to hit a record closing high. The Nasdaq Composite wiped out a 0.8% loss and ended Friday 1.2% higher.</p><p><blockquote>周五，所有三大基准指数都反弹至盘中高点，蓝筹股道琼斯指数收盘上涨约450点。标普500最终上涨1.7%，创下收盘历史新高。纳斯达克综合指数抹去了 0.8% 的跌幅，周五收盘上涨 1.2%。</blockquote></p><p>Traders are bracing for heightened volatility during this holiday-shortened week with quarter-end rebalancing among pension funds and other big investors. The recent swift advance in bond yields could set up money managers for big adjustments in their portfolios.</p><p><blockquote>随着养老基金和其他大型投资者在季度末进行再平衡，交易员们正在为本周假期缩短的波动性加剧做好准备。最近债券收益率的快速上涨可能会促使基金经理对其投资组合进行重大调整。</blockquote></p><p>The Dow and the S&amp;P 500 have risen 6.9% and 4.3%, respectively, so far in March. The tech-heavy Nasdaq, however, has dipped 0.4% this month as some investors jumped high-flying technology names amid rising yields.</p><p><blockquote>3月份迄今为止，道琼斯指数和标普500指数分别上涨6.9%和4.3%。然而，由于一些投资者在收益率上升的情况下买入了飞涨的科技股，以科技股为主的纳斯达克本月下跌了 0.4%。</blockquote></p><p>Investors are awaiting updates from President Joe Biden about his infrastructure plan which could cost north of $3 trillion. The president is expected to unveil his plan when he travels to Pittsburgh on Wednesday. White House press secretary Jen Psaki said SundayBiden plans to roll out two packagesin the coming months, the first covering infrastructure and the second covering health and family care.</p><p><blockquote>投资者正在等待乔·拜登总统关于其基础设施计划的最新消息，该计划可能耗资超过 3 万亿美元。预计总统将在周三前往匹兹堡时公布他的计划。白宫新闻秘书珍·帕萨基周日表示，拜登计划在未来几个月推出两项计划，第一项涉及基础设施，第二项涉及健康和家庭护理。</blockquote></p><p>“The market isn’t placing very high odds on this infrastructure/tax blueprint coming to fruition and while Biden probably won’t get everything he’s asking for,&nbsp;Congressional Democrats and the White House are VERY intent on passing some substantial bills in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note.</p><p><blockquote>“Vital Knowledge 创始人亚当-克里萨富利（Adam Crisafulli）在一份报告中说：”市场对这一基础设施/税收蓝图的实现可能性并不高，虽然拜登可能不会得到他所要求的一切，但国会民主党人和白宫非常希望在未来几个月内通过一些实质性法案。</blockquote></p><p>The stock market is closed for the Good Friday holiday, but the March jobs report is still slated for release that morning. Economists expect 630,000 jobs were added in March, and the unemployment rate fell to 6% from 6.2%, according to Dow Jones.</p><p><blockquote>股市因耶稣受难日假期休市，但3月份就业报告仍定于当天上午发布。根据道琼斯的数据，经济学家预计 3 月份新增就业岗位 63 万个，失业率从 6.2% 降至 6%。</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>Stocks fall to start the week as impacts continue to be felt from margin-call rout<blockquote>由于继续感受到利润率看涨期权崩溃的影响，股市本周初下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nStocks fall to start the week as impacts continue to be felt from margin-call rout<blockquote>由于继续感受到利润率看涨期权崩溃的影响，股市本周初下跌</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\">2021-03-29 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 29)&nbsp;U.S. stocks opened lower Monday, dogged by concerns about the ripple effects from forced selling Friday by a large investment firm. </p><p><blockquote>（3月29日）美国由于担心一家大型投资公司周五强制抛售会产生连锁反应，股市周一开盘走低。</blockquote></p><p>The Dow Jones Industrial Average lost 139 points, 0.4%, to open near 32,934, while the S&amp;P 500  opened 16 points, 0.4%, lower, near 3,958. The Nasdaq Composite index  was off 35 points, 0.3%, at the open, trading near 13,104. </p><p><blockquote>道琼斯工业平均指数下跌 139 点，跌幅 0.4%，开盘于 32,934 点附近；标普500指数下跌 16 点，跌幅 0.4%，开盘于 3,958 点附近。纳斯达克综合指数开盘下跌 35 点，跌幅 0.3%，收于 13,104 点附近。</blockquote></p><p>Shares of Boeing Co. jumped 2.6% after Southwest Airlines Inc. said it had ordered 100 of the Boeing 737 Max 7. </p><p><blockquote>西南航空公司表示已订购 100 架波音 737 Max 7 后，波音公司股价上涨 2.6%。</blockquote></p><p>Meanwhile, bond yields remained tame, with the 10-year U.S. Treasury note TMUBMUSD10Y, 1.662% down about 3 basis points to 1.654%.</p><p><blockquote>与此同时，债券收益率依然温和，10年期美国国债TMUBMUSD10Y下跌1.662%约3个基点至1.654%。</blockquote></p><p>Stock futures added to losses Monday amid weakness in bank stocks caught in the downdraft of Friday’s margin call, though media shares rebounded after the stunning late-week selloff.</p><p><blockquote>周一，由于银行股在周五保证金看涨期权的下行中疲软，股指期货跌幅扩大，但媒体股在周末令人震惊的抛售后反弹。</blockquote></p><p>Futures on the Dow Jones Industrial Average implied an opening loss of about 160 points. S&amp;P 500 futures and Nasdaq 100 futures also traded in negative territory.</p><p><blockquote>道琼斯工业平均指数期货暗示开盘下跌约160点。标普500期货和纳斯达克100期货也在负值区域交易。</blockquote></p><p>Shares of ViacomCBS and Discovery both rebounded after coming underintense selling pressurelast week. The two companies were believed to be hit by forced liquidation of positions held by the multibillion dollar family office Archegos Capital Management, a source familiar with the situation told CNBC.</p><p><blockquote>维亚康姆哥伦比亚广播公司 (ViacomCBS) 和 Discovery 的股价在上周遭遇不太强烈的抛售压力后均出现反弹。一位知情人士告诉 CNBC，据信这两家公司受到了价值数十亿美元的家族理财室 Archegos Capital Management 持有头寸的强制清算的打击。</blockquote></p><p>Discovery gained more than 4% in premarket trading Monday while ViacomCBS rose more than 2%. The two companies had lost 27% apiece during Friday’s selloff.</p><p><blockquote>Discovery 在周一盘前交易中上涨超过 4%，而 ViacomCBS 则上涨超过 2%。在周五的抛售中，两家公司各损失了 27%。</blockquote></p><p>Elsewhere, Boeing was up 2.6% premarket on news that Southwest Airlines had added 100 orders for the airliner’s 737 Max jet. The first 30 jets are scheduled for delivery in 2022.</p><p><blockquote>在其他方面，波音公司盘前上涨了 2.6%，原因是西南航空公司（Southwest Airlines）增加了 100 架 737 Max 喷气式飞机的订单。首批 30 架飞机计划于 2022 年交付。</blockquote></p><p>However, futures overall were indicating negative. Credit Suisse shares tumbled 13% as the bank warned itwould face a “significant” hitto its first-quarter results due to the bank having to exit hedge fund positions related to the forced selling. Nomura also warned that it could get hit, sending its shares down nearly 15%.</p><p><blockquote>然而，期货总体表现不佳。瑞士信贷股价暴跌 13%，该银行警告称，由于该银行不得不退出与强制抛售相关的对冲基金头寸，其第一季度业绩将面临 “重大 ”打击。野村证券还警告称，它可能会受到打击，导致其股价下跌近 15%。</blockquote></p><p>Bank stocks weighed on the Dow industrials, with Goldman Sachs down more than 3% and JPMorgan Chase off 1.4%. The weakness came as government bond yields edged lower to start the week.</p><p><blockquote>银行股拖累道琼斯工业平均指数，高盛下跌超过 3%，摩根大通下跌 1.4%。本周初政府债券收益率小幅走低，导致疲软。</blockquote></p><p>Though the market was taking a hit from the Archegos stumble, the situation is unlikely to have lasting impacts on the broader market, according to Bespoke Investment Group.</p><p><blockquote>Bespoke Investment Group 表示，尽管市场受到了 Archegos 失误的打击，但这种情况不太可能对更广泛的市场产生持久影响。</blockquote></p><p>“While other funds may be caught in the mess, we fail to see how this specific car crash of a trade ends up propagating across the financial system via counterparty default,” Bespoke said in its morning note. However, the firm did caution that investors should “get used to the GMEs and Archegos of the world, because they seem to be happening with more frequency even if their fall-out is contained.”</p><p><blockquote>“Bespoke 在早间报告中说：”虽然其他基金可能会陷入困境，但我们没有看到这种特定的交易车祸最终会如何通过交易对手违约在整个金融体系蔓延。不过，该公司确实提醒说，投资者应该 “习惯世界上的 GME 和 Archegos，因为即使它们的影响得到控制，它们似乎也越来越频繁地发生”。</blockquote></p><p>On Friday, all three major benchmarks rallied to their session highs into the close with the blue-chip Dow closing about 450 points higher. The S&amp;P 500 eventually climbed 1.7% to hit a record closing high. The Nasdaq Composite wiped out a 0.8% loss and ended Friday 1.2% higher.</p><p><blockquote>周五，所有三大基准指数都反弹至盘中高点，蓝筹股道琼斯指数收盘上涨约450点。标普500最终上涨1.7%，创下收盘历史新高。纳斯达克综合指数抹去了 0.8% 的跌幅，周五收盘上涨 1.2%。</blockquote></p><p>Traders are bracing for heightened volatility during this holiday-shortened week with quarter-end rebalancing among pension funds and other big investors. The recent swift advance in bond yields could set up money managers for big adjustments in their portfolios.</p><p><blockquote>随着养老基金和其他大型投资者在季度末进行再平衡，交易员们正在为本周假期缩短的波动性加剧做好准备。最近债券收益率的快速上涨可能会促使基金经理对其投资组合进行重大调整。</blockquote></p><p>The Dow and the S&amp;P 500 have risen 6.9% and 4.3%, respectively, so far in March. The tech-heavy Nasdaq, however, has dipped 0.4% this month as some investors jumped high-flying technology names amid rising yields.</p><p><blockquote>3月份迄今为止，道琼斯指数和标普500指数分别上涨6.9%和4.3%。然而，由于一些投资者在收益率上升的情况下买入了飞涨的科技股，以科技股为主的纳斯达克本月下跌了 0.4%。</blockquote></p><p>Investors are awaiting updates from President Joe Biden about his infrastructure plan which could cost north of $3 trillion. The president is expected to unveil his plan when he travels to Pittsburgh on Wednesday. White House press secretary Jen Psaki said SundayBiden plans to roll out two packagesin the coming months, the first covering infrastructure and the second covering health and family care.</p><p><blockquote>投资者正在等待乔·拜登总统关于其基础设施计划的最新消息，该计划可能耗资超过 3 万亿美元。预计总统将在周三前往匹兹堡时公布他的计划。白宫新闻秘书珍·帕萨基周日表示，拜登计划在未来几个月推出两项计划，第一项涉及基础设施，第二项涉及健康和家庭护理。</blockquote></p><p>“The market isn’t placing very high odds on this infrastructure/tax blueprint coming to fruition and while Biden probably won’t get everything he’s asking for,&nbsp;Congressional Democrats and the White House are VERY intent on passing some substantial bills in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note.</p><p><blockquote>“Vital Knowledge 创始人亚当-克里萨富利（Adam Crisafulli）在一份报告中说：”市场对这一基础设施/税收蓝图的实现可能性并不高，虽然拜登可能不会得到他所要求的一切，但国会民主党人和白宫非常希望在未来几个月内通过一些实质性法案。</blockquote></p><p>The stock market is closed for the Good Friday holiday, but the March jobs report is still slated for release that morning. Economists expect 630,000 jobs were added in March, and the unemployment rate fell to 6% from 6.2%, according to Dow Jones.</p><p><blockquote>股市因耶稣受难日假期休市，但3月份就业报告仍定于当天上午发布。根据道琼斯的数据，经济学家预计 3 月份新增就业岗位 63 万个，失业率从 6.2% 降至 6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131213558","content_text":"(March 29) U.S. stocks opened lower Monday, dogged by concerns about the ripple effects from forced selling Friday by a large investment firm. The Dow Jones Industrial Average lost 139 points, 0.4%, to open near 32,934, while the S&P 500  opened 16 points, 0.4%, lower, near 3,958. The Nasdaq Composite index  was off 35 points, 0.3%, at the open, trading near 13,104. Shares of Boeing Co. jumped 2.6% after Southwest Airlines Inc. said it had ordered 100 of the Boeing 737 Max 7. Meanwhile, bond yields remained tame, with the 10-year U.S. Treasury note TMUBMUSD10Y, 1.662% down about 3 basis points to 1.654%.Stock futures added to losses Monday amid weakness in bank stocks caught in the downdraft of Friday’s margin call, though media shares rebounded after the stunning late-week selloff.Futures on the Dow Jones Industrial Average implied an opening loss of about 160 points. S&P 500 futures and Nasdaq 100 futures also traded in negative territory.Shares of ViacomCBS and Discovery both rebounded after coming underintense selling pressurelast week. The two companies were believed to be hit by forced liquidation of positions held by the multibillion dollar family office Archegos Capital Management, a source familiar with the situation told CNBC.Discovery gained more than 4% in premarket trading Monday while ViacomCBS rose more than 2%. The two companies had lost 27% apiece during Friday’s selloff.Elsewhere, Boeing was up 2.6% premarket on news that Southwest Airlines had added 100 orders for the airliner’s 737 Max jet. The first 30 jets are scheduled for delivery in 2022.However, futures overall were indicating negative. Credit Suisse shares tumbled 13% as the bank warned itwould face a “significant” hitto its first-quarter results due to the bank having to exit hedge fund positions related to the forced selling. Nomura also warned that it could get hit, sending its shares down nearly 15%.Bank stocks weighed on the Dow industrials, with Goldman Sachs down more than 3% and JPMorgan Chase off 1.4%. The weakness came as government bond yields edged lower to start the week.Though the market was taking a hit from the Archegos stumble, the situation is unlikely to have lasting impacts on the broader market, according to Bespoke Investment Group.“While other funds may be caught in the mess, we fail to see how this specific car crash of a trade ends up propagating across the financial system via counterparty default,” Bespoke said in its morning note. However, the firm did caution that investors should “get used to the GMEs and Archegos of the world, because they seem to be happening with more frequency even if their fall-out is contained.”On Friday, all three major benchmarks rallied to their session highs into the close with the blue-chip Dow closing about 450 points higher. The S&P 500 eventually climbed 1.7% to hit a record closing high. The Nasdaq Composite wiped out a 0.8% loss and ended Friday 1.2% higher.Traders are bracing for heightened volatility during this holiday-shortened week with quarter-end rebalancing among pension funds and other big investors. The recent swift advance in bond yields could set up money managers for big adjustments in their portfolios.The Dow and the S&P 500 have risen 6.9% and 4.3%, respectively, so far in March. The tech-heavy Nasdaq, however, has dipped 0.4% this month as some investors jumped high-flying technology names amid rising yields.Investors are awaiting updates from President Joe Biden about his infrastructure plan which could cost north of $3 trillion. The president is expected to unveil his plan when he travels to Pittsburgh on Wednesday. White House press secretary Jen Psaki said SundayBiden plans to roll out two packagesin the coming months, the first covering infrastructure and the second covering health and family care.“The market isn’t placing very high odds on this infrastructure/tax blueprint coming to fruition and while Biden probably won’t get everything he’s asking for, Congressional Democrats and the White House are VERY intent on passing some substantial bills in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note.The stock market is closed for the Good Friday holiday, but the March jobs report is still slated for release that morning. Economists expect 630,000 jobs were added in March, and the unemployment rate fell to 6% from 6.2%, according to Dow Jones.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352129594,"gmtCreate":1616909692418,"gmtModify":1634523559696,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Not yet time to buy tesla...","listText":"Not yet time to buy tesla...","text":"Not yet time to buy tesla...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/352129594","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohunote.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351831638,"gmtCreate":1616582383524,"gmtModify":1634525091070,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Everything is possible","listText":"Everything is possible","text":"Everything is possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/351831638","repostId":"1178385748","repostType":4,"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359700199,"gmtCreate":1616422322111,"gmtModify":1634525909075,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Oops","listText":"Oops","text":"Oops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/359700199","repostId":"1144300867","repostType":4,"repost":{"id":"1144300867","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":1616422110,"share":"https://www.laohunote.com/m/news/1144300867?lang=zh_CN&edition=full","pubTime":"2021-03-22 22:08","market":"us","language":"en","title":"Crypto Stocks fell rapidly<blockquote>加密货币股票迅速下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144300867","media":"Tiger Newspress","summary":"Crypto assets are more for speculation, not as means of payment,Federal Reserve chair Jerome Powell ","content":"<p>Crypto assets are more for speculation, not as means of payment,Federal Reserve chair Jerome Powell said on Monday.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周一表示，加密资产更多的是用于投机，而不是作为支付手段。</blockquote></p><p>Crypto Stocks fell rapidly&nbsp;in Monday morning trading.Canaan Inc. fell more&nbsp;8%, Xunlei&nbsp;fell more than 7%,Riot Blockchain&nbsp;and&nbsp;The9&nbsp;Fell more than 5%.</p><p><blockquote>周一早盘交易中，加密货币股票迅速下跌。迦南公司下跌超过8%，迅雷下跌超过7%，Riot Blockchain和第九城市下跌超过5%。</blockquote></p><p>Bitcoin fell about $500 in the short term to $56754.10 per coin.</p><p><blockquote>比特币短期内下跌约500美元，至每枚56754.10美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/6d888fd90764150569defc2bed3abce2\" tg-width=\"370\" tg-height=\"725\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Stocks fell rapidly<blockquote>加密货币股票迅速下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nCrypto Stocks fell rapidly<blockquote>加密货币股票迅速下跌</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\">2021-03-22 22:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Crypto assets are more for speculation, not as means of payment,Federal Reserve chair Jerome Powell said on Monday.</p><p><blockquote>美联储主席杰罗姆·鲍威尔周一表示，加密资产更多的是用于投机，而不是作为支付手段。</blockquote></p><p>Crypto Stocks fell rapidly&nbsp;in Monday morning trading.Canaan Inc. fell more&nbsp;8%, Xunlei&nbsp;fell more than 7%,Riot Blockchain&nbsp;and&nbsp;The9&nbsp;Fell more than 5%.</p><p><blockquote>周一早盘交易中，加密货币股票迅速下跌。迦南公司下跌超过8%，迅雷下跌超过7%，Riot Blockchain和第九城市下跌超过5%。</blockquote></p><p>Bitcoin fell about $500 in the short term to $56754.10 per coin.</p><p><blockquote>比特币短期内下跌约500美元，至每枚56754.10美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/6d888fd90764150569defc2bed3abce2\" tg-width=\"370\" tg-height=\"725\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale","CAN":"嘉楠科技","RIOT":"Riot Platforms","NCTY":"第九城市","XNET":"迅雷"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144300867","content_text":"Crypto assets are more for speculation, not as means of payment,Federal Reserve chair Jerome Powell said on Monday.Crypto Stocks fell rapidly in Monday morning trading.Canaan Inc. fell more 8%, Xunlei fell more than 7%,Riot Blockchain and The9 Fell more than 5%.Bitcoin fell about $500 in the short term to $56754.10 per coin.","news_type":1,"symbols_score_info":{"GBTC":0.9,"XNET":0.9,"XBTmain":0.9,"NCTY":0.9,"RIOT":0.9,"BTCmain":0.9,"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350577724,"gmtCreate":1616243461268,"gmtModify":1634526604829,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Nice one!","listText":"Nice one!","text":"Nice one!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/350577724","repostId":"1136440314","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327721468,"gmtCreate":1616127914554,"gmtModify":1634527091090,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327721468","repostId":"1138262460","repostType":4,"repost":{"id":"1138262460","kind":"news","pubTimestamp":1616124732,"share":"https://www.laohunote.com/m/news/1138262460?lang=zh_CN&edition=full","pubTime":"2021-03-19 11:32","market":"us","language":"en","title":"Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138262460","media":"MarketWatch","summary":"As investors continue to rotate their exposure into value sectors, stocks in that corner of the mark","content":"<p>As investors continue to&nbsp;rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.</p><p><blockquote>Alliance Bernstein 分析师在周三发布的一份研究报告中表示，随着投资者继续将投资转向价值行业，市场这一角落的股票开始呈现出动量因素的特征，这种不寻常的组合对投资者来说是个好兆头。</blockquote></p><p>“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.</p><p><blockquote>“这是量化投资和价值投资的圣杯!”伯恩斯坦分析师写道。</blockquote></p><p>Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”</p><p><blockquote>他们指出，许多投资模型都是 “为价值和势头一致的跑赢大盘股票建立的，即为价格低廉但同时具有盈利势头和/或价格势头的跑赢大盘股票建立的。这是一个非常成功的组合”。</blockquote></p><p>Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.</p><p><blockquote>随着经济从冠状病毒大流行轮换中复苏，投资者目前正在转向被视为在盈利或销售增长方面提供价值的股票，并正在减少对受益于过去一年在家工作趋势而大幅上涨的股票的投资。</blockquote></p><p>“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.</p><p><blockquote>“这是由重新开放的贸易和改善的宏观前景推动的，并与名义收益率的持续上升、收益率曲线的陡峭和通胀预期的上升直接相关。我们在战术上看好多头，并认为还有很长的路要走，”Alliance Bernstein 分析师写道。</blockquote></p><p>Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. &nbsp;The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.</p><p><blockquote>目前受益的行业——即从价值和动力两方面进行筛选——包括汽车、银行、能源和材料。能源、材料和金融行业以及非必需消费品是过去六个月盈利预期增幅最大的行业。这些盈利升级推动了股价表现。</blockquote></p><p>Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial&nbsp;and Ally Financial Inc.</p><p><blockquote>符合价值和动量筛选标准的具体股票包括福特汽车公司、PulteGroup、贝克休斯公司、杜邦德内穆尔公司，以及包括 KeyCorp、Fifth Third Bancorp、Regions Financial 和 Ally Financial Inc.在内的许多金融公司。</blockquote></p><p>The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”</p><p><blockquote>伯恩斯坦分析师指出，这种价值轮动的背景 “与历史上任何时期都大不相同。我们正处于一个截然不同的政策环境中，通胀制度可能正处于更大变革的开始”。</blockquote></p><p>Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.</p><p><blockquote>他们补充说，尽管如此，还是值得对早期的价值轮换进行比较和区分。目前的一次是自2009年以来最大的一次，2009年是2008年金融危机的反弹。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</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\">\nValue stocks are so in favor they’ve become momentum stocks<blockquote>价值股如此受欢迎，已成为动量股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-03-19 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors continue to&nbsp;rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.</p><p><blockquote>Alliance Bernstein 分析师在周三发布的一份研究报告中表示，随着投资者继续将投资转向价值行业，市场这一角落的股票开始呈现出动量因素的特征，这种不寻常的组合对投资者来说是个好兆头。</blockquote></p><p>“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.</p><p><blockquote>“这是量化投资和价值投资的圣杯!”伯恩斯坦分析师写道。</blockquote></p><p>Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”</p><p><blockquote>他们指出，许多投资模型都是 “为价值和势头一致的跑赢大盘股票建立的，即为价格低廉但同时具有盈利势头和/或价格势头的跑赢大盘股票建立的。这是一个非常成功的组合”。</blockquote></p><p>Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.</p><p><blockquote>随着经济从冠状病毒大流行轮换中复苏，投资者目前正在转向被视为在盈利或销售增长方面提供价值的股票，并正在减少对受益于过去一年在家工作趋势而大幅上涨的股票的投资。</blockquote></p><p>“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.</p><p><blockquote>“这是由重新开放的贸易和改善的宏观前景推动的，并与名义收益率的持续上升、收益率曲线的陡峭和通胀预期的上升直接相关。我们在战术上看好多头，并认为还有很长的路要走，”Alliance Bernstein 分析师写道。</blockquote></p><p>Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials. &nbsp;The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.</p><p><blockquote>目前受益的行业——即从价值和动力两方面进行筛选——包括汽车、银行、能源和材料。能源、材料和金融行业以及非必需消费品是过去六个月盈利预期增幅最大的行业。这些盈利升级推动了股价表现。</blockquote></p><p>Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial&nbsp;and Ally Financial Inc.</p><p><blockquote>符合价值和动量筛选标准的具体股票包括福特汽车公司、PulteGroup、贝克休斯公司、杜邦德内穆尔公司，以及包括 KeyCorp、Fifth Third Bancorp、Regions Financial 和 Ally Financial Inc.在内的许多金融公司。</blockquote></p><p>The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”</p><p><blockquote>伯恩斯坦分析师指出，这种价值轮动的背景 “与历史上任何时期都大不相同。我们正处于一个截然不同的政策环境中，通胀制度可能正处于更大变革的开始”。</blockquote></p><p>Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.</p><p><blockquote>他们补充说，尽管如此，还是值得对早期的价值轮换进行比较和区分。目前的一次是自2009年以来最大的一次，2009年是2008年金融危机的反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/value-stocks-are-so-in-favor-theyve-become-momentum-stocks-11616084864?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1138262460","content_text":"As investors continue to rotate their exposure into value sectors, stocks in that corner of the market starting to take on characteristics of the momentum factor, an uncommon combination that bodes well for investors, said analysts at Alliance Bernstein in a research note out Wednesday.“This is the holy grail of quant and Value investing!” the Bernstein analysts wrote.Many investing models, they note, have been “built to overweight stocks where there is agreement between Value and Momentum – i.e. to overweight stocks which are cheap but which also have earnings momentum and/or price momentum. It was a very successful combination.”Investors are currently in the midst of a rotation into stocks seen as offering value in terms of earnings or sales growth as the economy recovers from the coronavirus pandemic rotation and are paring exposure to stocks that rose sharply as they benefited from the work-from-home trend in the past year.“It is being driven by the re-opening trade, and improving macro outlook, and is directly linked to continuously increasing nominal yields, a steepening yield curve and increasing inflation expectations. We are tactically long Value and think there is further to go,” the Alliance Bernstein analysts wrote.Sectors that are benefitting now – that is, screening as both value and momentum – include autos, banks, energy, and materials.  The energy, materials and financials sectors, as well as consumer discretionary, are the sectors with the largest increases in earnings estimates over the past six months. Share price performance is being driven by these earnings upgrades.Specific stocks which fit the criteria as screening for both value and momentum — meaning they’re in the cheapest quintile for both Price to Book and 12-month Price Momentum — include Ford Motor Co.,PulteGroup,Baker Hughes Co.,Dupont de Nemours,and a host of financials, including KeyCorp,Fifth Third Bancorp,Regions Financial and Ally Financial Inc.The Bernstein analysts note that the backdrop for this value rotation “is very different to any period in history. We are in a very different policy environment and possibly are at the start of a much bigger change in the inflation regime.”Still, it’s worth drawing comparisons and distinctions between earlier value rotations, they add. The current one is the largest since 2009, which served as a rebound from the 2008 financial crisis.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327338364,"gmtCreate":1616057784958,"gmtModify":1703496992402,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Gogo nio go","listText":"Gogo nio go","text":"Gogo nio go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327338364","repostId":"1176074161","repostType":4,"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324649388,"gmtCreate":1615991156944,"gmtModify":1703496084775,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Ya pltr is company with future, not for speculator!","listText":"Ya pltr is company with future, not for speculator!","text":"Ya pltr is company with future, not for speculator!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/324649388","repostId":"1179894269","repostType":4,"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325100103,"gmtCreate":1615870432302,"gmtModify":1703494258369,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Go chase FUtu","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Go chase FUtu","text":"$Tiger Brokers(TIGR)$Go chase FUtu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325100103","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322160708,"gmtCreate":1615783679204,"gmtModify":1703492894203,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Dont buy? Sure bo?","listText":"Dont buy? Sure bo?","text":"Dont buy? Sure bo?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322160708","repostId":"1108838813","repostType":4,"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":324649388,"gmtCreate":1615991156944,"gmtModify":1703496084775,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Ya pltr is company with future, not for speculator!","listText":"Ya pltr is company with future, not for speculator!","text":"Ya pltr is company with future, not for 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possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/351831638","repostId":"1178385748","repostType":4,"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320138216,"gmtCreate":1615037851835,"gmtModify":1703484372086,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NOVN\">$Novan Inc.(NOVN)$</a>Not bad ... i bought during 0.5 dollar","listText":"<a href=\"https://laohu8.com/S/NOVN\">$Novan Inc.(NOVN)$</a>Not bad ... i bought during 0.5 dollar","text":"$Novan Inc.(NOVN)$Not bad ... i bought during 0.5 dollar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/320138216","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348121275,"gmtCreate":1617895180397,"gmtModify":1634295880132,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/348121275","repostId":"2125726223","repostType":4,"isVote":1,"tweetType":1,"viewCount":2716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349356352,"gmtCreate":1617550721276,"gmtModify":1634520558923,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/349356352","repostId":"2124875875","repostType":4,"isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354634760,"gmtCreate":1617165660450,"gmtModify":1631888670159,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a>Go go go idex","listText":"<a href=\"https://laohu8.com/S/IDEX\">$Idex ASA(IDEX)$</a>Go go go idex","text":"$Idex ASA(IDEX)$Go go go idex","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/354634760","isVote":1,"tweetType":1,"viewCount":3640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352129594,"gmtCreate":1616909692418,"gmtModify":1634523559696,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Not yet time to buy tesla...","listText":"Not yet time to buy tesla...","text":"Not yet time to buy tesla...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/352129594","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohunote.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉快递来了。它们比以往任何时候都更重要。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度还有几天就结束了。这意味着汽车制造商将提供更多交付数据。对于投资者来说，这些数字将比平时更高。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等高估值、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车 (GM) 和福特汽车 (F) 最近都意外停工，并称芯片问题是 2021 年数十亿美元的利润阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给予特斯拉或任何其他快速增长的电动汽车制造商通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不乐观。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>蔚来（蔚来）股价在周五交易中下跌超过 6%，此前这家电动汽车制造商将第一季度交付量指引从约 20,250 辆下调至约 19,500 辆。蔚来管理层以芯片短缺为由，将从 3 月 29 日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉来说，华尔街正在寻找 3 月份交付的约 162,000 辆汽车。这低于最高估计的约 18.3 万辆汽车。分析师似乎正在减少数字，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约 181,000 辆汽车。对于 2021 年全年，分析师预计将交付近 80 万辆汽车，同比增长约 60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 预测第一季度交付量为 170,000 辆，同比增长 90% 以上。他还预测，特斯拉本季度将在加州生产 96,000 辆汽车，在华生产 74,000 辆汽车。“Spak在周四的一份报告中写道：”共识[估计]看起来大多是合理的。“我们确实在寻找最新消息，看看半短缺对特斯拉的影响--就像对整个行业的影响一样。”他认为，由于芯片的影响，预测存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak 将特斯拉股票评级为持有，目标股价为 725 美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。增长率上升主要有两种方式。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在未来很长一段时间内产生的。相对而言，当投资者今天可以从现金中获得更高的利率时，这种现金流的价值就会降低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在 2020 年上涨超过 740% 后，今年迄今已下跌约 10%。周五早盘交易中，股价下跌 0.9%，至 634.40 美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350577724,"gmtCreate":1616243461268,"gmtModify":1634526604829,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Nice one!","listText":"Nice one!","text":"Nice one!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/350577724","repostId":"1136440314","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328759613,"gmtCreate":1615561185432,"gmtModify":1703490975695,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"Strong fundamental.. not so worried","listText":"Strong fundamental.. not so worried","text":"Strong fundamental.. not so worried","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/328759613","repostId":"1114808605","repostType":4,"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355953535,"gmtCreate":1617025666727,"gmtModify":1634523069324,"author":{"id":"3576477105577045","authorId":"3576477105577045","name":"illuminat18n","avatar":"https://static.tigerbbs.com/67a25091d6ea4083ba242a07a3ff8239","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576477105577045","authorIdStr":"3576477105577045"},"themes":[],"title":"","htmlText":"🤦🏼‍♀️","listText":"🤦🏼‍♀️","text":"🤦🏼‍♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355953535","repostId":"1131213558","repostType":4,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}