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YF2021

YF2021

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2021-03-16

Up

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2021-06-04

Nice

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2021-06-02

Good

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2021-06-03

Monitor

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2021-03-18

Good or bad?

U.S. weekly jobless claims total 770,000, higher than estimate<blockquote>美国每周初请失业金人数总计77万人高于预估</blockquote>

2021-06-10

Okay

Goldman Explains Why The Economy Won't Overheat, No Matter What Today's CPI Shows<blockquote>高盛解释了为什么无论今天的消费者物价指数显示什么，经济都不会过热</blockquote>

2021-03-08

$Osprey Technology Acquisition Corp(SFTW)$What will happen today?

2021-03-08

When is green week?

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2021-07-09

Good

TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote>

2021-07-02

Good

5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>

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listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869488609","repostId":"1118497532","repostType":4,"repost":{"id":"1118497532","kind":"news","pubTimestamp":1632316716,"share":"https://www.laohu8.com/m/news/1118497532?lang=zh_CN&edition=full","pubTime":"2021-09-22 21:18","market":"us","language":"en","title":"Netflix to Buy Roald Dahl Catalog, Adding ‘Charlie and the Chocolate Factory’ to Its Stable<blockquote>Netflix将收购Roald Dahl目录，将《查理和巧克力工厂》添加到其目录中</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118497532","media":"The Wall Street Journal","summary":"Deal allows streaming giant to develop new content using the popular children’s author’s stories and","content":"<p>  <b>Deal allows streaming giant to develop new content using the popular children’s author’s stories and characters.</b>  <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>&nbsp;said it has agreed to buy the Roald Dahl Story Co., adding popular children’s stories like “Charlie and the Chocolate Factory” and “Matilda” to its stable as it looks to stock up on content amid rising competition in the streaming business.</p><p><blockquote><b>交易允许流媒体巨头使用流行儿童作家的故事和角色开发新内容。</b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a>该公司表示，已同意收购Roald Dahl Story Co.，将《查理与巧克力工厂》和《玛蒂尔达》等热门儿童故事添加到其稳定中，因为该公司希望在流媒体业务竞争日益激烈的情况下储备内容。</blockquote></p><p> The streaming giant said Wednesday that by acquiring the U.K.-based company, which controls the rights to the author’s stories and characters like “Fantastic Mr. Fox,” “The Twits” and “The BFG,” it aimed to produce animated and live-action films and TV shows. It also said it could produce games, live theater and consumer products based on Mr. Dahl’s creations.</p><p><blockquote>这家流媒体巨头周三表示，通过收购这家总部位于英国的公司，该公司控制着《神奇狐狸先生》、《傻瓜》和《BFG》等作者故事和角色的版权，旨在制作动画和真人电影和电视节目。该公司还表示，可以根据达尔的创作制作游戏、现场戏剧和消费品。</blockquote></p><p> The deal adds source material with proven cross-generational, mass appeal to the Netflix stable, with over 300 million of Mr. Dahl’s books sold globally. Financial terms of the deal, which is subject to regulatory approval, weren’t disclosed.</p><p><blockquote>这笔交易为网飞的稳定增加了经过验证的跨代、大众吸引力的原始材料，达尔先生的书籍在全球售出了超过3亿本书。该交易的财务条款尚未披露，该交易尚需监管部门批准。</blockquote></p><p> Netflix started collaborating with the Roald Dahl Story Co. three years ago, and is already working on a “Charlie and the Chocolate Factory” TV show as well as “Matilda The Musical.”</p><p><blockquote>Netflix三年前开始与Roald Dahl Story Co.合作，并且已经在制作电视剧《查理和巧克力工厂》以及《音乐剧玛蒂尔达》。</blockquote></p><p> The move for Mr. Dahl’s works comes as competition among streaming services intensifies. In July, Netflix said it had added 1.5 million subscribers globally in the second quarter, but lost 400,000 subscribers in North America. The company said it had 209.2 million subscribers worldwide.</p><p><blockquote>达尔的作品此举正值流媒体服务之间的竞争加剧之际。今年7月，Netflix表示，第二季度在全球增加了150万用户，但在北美减少了40万用户。该公司表示，其在全球拥有2.092亿用户。</blockquote></p><p> To stand out from the crowd, streaming services have targeted exclusive content that will resonate with subscribers. In May,Amazon.comInc.bought MGM Studios for $8.45 billion, describing its catalog as a “treasure trove” that would significantly bolster Amazon’s offering to viewers.</p><p><blockquote>为了脱颖而出，流媒体服务瞄准了能引起订户共鸣的独家内容。今年5月，亚马逊公司(Amazon.comInc.)以84.5亿美元收购了米高梅工作室(MGM Studios)，称其产品目录是“宝库”，将大大增强亚马逊向观众提供的产品。</blockquote></p><p> In 2019, theWalt DisneyCo.released “The Mandalorian” on itsDisney+ streaming service, in the first of a series of TV shows based on the “Star Wars” franchise. Disney acquired “Star Wars” producer Lucasfilm for $4.05 billion in 2012.</p><p><blockquote>2019年，华特迪士尼公司在其Disney+流媒体服务上发布了《曼达洛人》，这是基于《星球大战》系列的一系列电视节目中的第一部。迪士尼在2012年以40.5亿美元收购了《星球大战》出品方卢卡斯影业。</blockquote></p><p> Netflix will likely seek to similarly leverage Mr. Dahl’s catalog.</p><p><blockquote>Netflix可能会寻求类似地利用达尔先生的目录。</blockquote></p><p> Still, recent movie projects based on Mr. Dahl’s books have had a mixed reception at the box office. In 2005, a Warner Bros. “Charlie and the Chocolate Factory” movie starring Johnny Depp was a big hit, grossing $475 million worldwide, according to IMDb. But more recent releases haven’t fared quite so well. A 2016 version of “The BFG,” produced by Disney and directed by Steven Spielberg, grossed $195 million and was profitable, but a HBO Max version of “The Witches,” released last year and starring Anne Hathaway, earned tepid reviews and grossed roughly $27 million.</p><p><blockquote>尽管如此，最近根据达尔先生的书改编的电影项目在票房上还是喜忧参半。根据IMDb的数据，2005年，由约翰尼·德普主演的华纳兄弟电影《查理和巧克力工厂》大受欢迎，全球票房收入为4.75亿美元。但是最近的版本表现不太好。由迪士尼制作、史蒂文·斯皮尔伯格执导的2016年版《BFG》票房为1.95亿美元，实现盈利，但去年上映、由安妮·海瑟薇主演的HBO Max版《女巫》获得了不温不火的评论，票房约为2700万美元。</blockquote></p><p> Mr. Dahl was born in Wales in 1916 to Norwegian parents. He served in Britain’s Royal Air Force in World War II before establishing himself as one of the world’s most successful children’s authors. Mr. Dahl died at 74 in 1990, and while his works have remained popular, he himself has been subject of controversy.</p><p><blockquote>达尔先生1916年出生于威尔士，父母是挪威人。第二次世界大战期间，他在英国皇家空军服役，后来成为世界上最成功的儿童作家之一。达尔先生于1990年去世，享年74岁，虽然他的作品仍然很受欢迎，但他本人一直是争议的主题。</blockquote></p><p> Last year his family apologized for anti-Semitic remarks made by Mr. Dahl in a 1983 magazine interview, while urging audiences to remember that the writer had “positively impacted young people for generations.”</p><p><blockquote>去年，他的家人为达尔在1983年杂志采访中发表的反犹太言论道歉，同时敦促观众记住这位作家“对几代年轻人产生了积极影响”。</blockquote></p><p> Netflix jumped over 1% in premarket trading.</p><p><blockquote>Netflix在盘前交易中上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47a767d6b60f25dd0bb4f5dc7dac2ad4\" tg-width=\"988\" tg-height=\"565\" width=\"100%\" height=\"auto\"></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>Netflix to Buy Roald Dahl Catalog, Adding ‘Charlie and the Chocolate Factory’ to Its Stable<blockquote>Netflix将收购Roald Dahl目录，将《查理和巧克力工厂》添加到其目录中</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; 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}\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\">\nNetflix to Buy Roald Dahl Catalog, Adding ‘Charlie and the Chocolate Factory’ to Its Stable<blockquote>Netflix将收购Roald Dahl目录，将《查理和巧克力工厂》添加到其目录中</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-09-22 21:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Deal allows streaming giant to develop new content using the popular children’s author’s stories and characters.</b>  <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>&nbsp;said it has agreed to buy the Roald Dahl Story Co., adding popular children’s stories like “Charlie and the Chocolate Factory” and “Matilda” to its stable as it looks to stock up on content amid rising competition in the streaming business.</p><p><blockquote><b>交易允许流媒体巨头使用流行儿童作家的故事和角色开发新内容。</b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a>该公司表示，已同意收购Roald Dahl Story Co.，将《查理与巧克力工厂》和《玛蒂尔达》等热门儿童故事添加到其稳定中，因为该公司希望在流媒体业务竞争日益激烈的情况下储备内容。</blockquote></p><p> The streaming giant said Wednesday that by acquiring the U.K.-based company, which controls the rights to the author’s stories and characters like “Fantastic Mr. Fox,” “The Twits” and “The BFG,” it aimed to produce animated and live-action films and TV shows. It also said it could produce games, live theater and consumer products based on Mr. Dahl’s creations.</p><p><blockquote>这家流媒体巨头周三表示，通过收购这家总部位于英国的公司，该公司控制着《神奇狐狸先生》、《傻瓜》和《BFG》等作者故事和角色的版权，旨在制作动画和真人电影和电视节目。该公司还表示，可以根据达尔的创作制作游戏、现场戏剧和消费品。</blockquote></p><p> The deal adds source material with proven cross-generational, mass appeal to the Netflix stable, with over 300 million of Mr. Dahl’s books sold globally. Financial terms of the deal, which is subject to regulatory approval, weren’t disclosed.</p><p><blockquote>这笔交易为网飞的稳定增加了经过验证的跨代、大众吸引力的原始材料，达尔先生的书籍在全球售出了超过3亿本书。该交易的财务条款尚未披露，该交易尚需监管部门批准。</blockquote></p><p> Netflix started collaborating with the Roald Dahl Story Co. three years ago, and is already working on a “Charlie and the Chocolate Factory” TV show as well as “Matilda The Musical.”</p><p><blockquote>Netflix三年前开始与Roald Dahl Story Co.合作，并且已经在制作电视剧《查理和巧克力工厂》以及《音乐剧玛蒂尔达》。</blockquote></p><p> The move for Mr. Dahl’s works comes as competition among streaming services intensifies. In July, Netflix said it had added 1.5 million subscribers globally in the second quarter, but lost 400,000 subscribers in North America. The company said it had 209.2 million subscribers worldwide.</p><p><blockquote>达尔的作品此举正值流媒体服务之间的竞争加剧之际。今年7月，Netflix表示，第二季度在全球增加了150万用户，但在北美减少了40万用户。该公司表示，其在全球拥有2.092亿用户。</blockquote></p><p> To stand out from the crowd, streaming services have targeted exclusive content that will resonate with subscribers. In May,Amazon.comInc.bought MGM Studios for $8.45 billion, describing its catalog as a “treasure trove” that would significantly bolster Amazon’s offering to viewers.</p><p><blockquote>为了脱颖而出，流媒体服务瞄准了能引起订户共鸣的独家内容。今年5月，亚马逊公司(Amazon.comInc.)以84.5亿美元收购了米高梅工作室(MGM Studios)，称其产品目录是“宝库”，将大大增强亚马逊向观众提供的产品。</blockquote></p><p> In 2019, theWalt DisneyCo.released “The Mandalorian” on itsDisney+ streaming service, in the first of a series of TV shows based on the “Star Wars” franchise. Disney acquired “Star Wars” producer Lucasfilm for $4.05 billion in 2012.</p><p><blockquote>2019年，华特迪士尼公司在其Disney+流媒体服务上发布了《曼达洛人》，这是基于《星球大战》系列的一系列电视节目中的第一部。迪士尼在2012年以40.5亿美元收购了《星球大战》出品方卢卡斯影业。</blockquote></p><p> Netflix will likely seek to similarly leverage Mr. Dahl’s catalog.</p><p><blockquote>Netflix可能会寻求类似地利用达尔先生的目录。</blockquote></p><p> Still, recent movie projects based on Mr. Dahl’s books have had a mixed reception at the box office. In 2005, a Warner Bros. “Charlie and the Chocolate Factory” movie starring Johnny Depp was a big hit, grossing $475 million worldwide, according to IMDb. But more recent releases haven’t fared quite so well. A 2016 version of “The BFG,” produced by Disney and directed by Steven Spielberg, grossed $195 million and was profitable, but a HBO Max version of “The Witches,” released last year and starring Anne Hathaway, earned tepid reviews and grossed roughly $27 million.</p><p><blockquote>尽管如此，最近根据达尔先生的书改编的电影项目在票房上还是喜忧参半。根据IMDb的数据，2005年，由约翰尼·德普主演的华纳兄弟电影《查理和巧克力工厂》大受欢迎，全球票房收入为4.75亿美元。但是最近的版本表现不太好。由迪士尼制作、史蒂文·斯皮尔伯格执导的2016年版《BFG》票房为1.95亿美元，实现盈利，但去年上映、由安妮·海瑟薇主演的HBO Max版《女巫》获得了不温不火的评论，票房约为2700万美元。</blockquote></p><p> Mr. Dahl was born in Wales in 1916 to Norwegian parents. He served in Britain’s Royal Air Force in World War II before establishing himself as one of the world’s most successful children’s authors. Mr. Dahl died at 74 in 1990, and while his works have remained popular, he himself has been subject of controversy.</p><p><blockquote>达尔先生1916年出生于威尔士，父母是挪威人。第二次世界大战期间，他在英国皇家空军服役，后来成为世界上最成功的儿童作家之一。达尔先生于1990年去世，享年74岁，虽然他的作品仍然很受欢迎，但他本人一直是争议的主题。</blockquote></p><p> Last year his family apologized for anti-Semitic remarks made by Mr. Dahl in a 1983 magazine interview, while urging audiences to remember that the writer had “positively impacted young people for generations.”</p><p><blockquote>去年，他的家人为达尔在1983年杂志采访中发表的反犹太言论道歉，同时敦促观众记住这位作家“对几代年轻人产生了积极影响”。</blockquote></p><p> Netflix jumped over 1% in premarket trading.</p><p><blockquote>Netflix在盘前交易中上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47a767d6b60f25dd0bb4f5dc7dac2ad4\" tg-width=\"988\" tg-height=\"565\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/netflix-to-buy-roald-dahl-catalog-adding-charlie-and-the-chocolate-factory-to-its-stable-11632302101?mod=tech_lead_pos7\">The Wall Street Journal</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":{"NFLX":"奈飞"},"source_url":"https://www.wsj.com/articles/netflix-to-buy-roald-dahl-catalog-adding-charlie-and-the-chocolate-factory-to-its-stable-11632302101?mod=tech_lead_pos7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118497532","content_text":"Deal allows streaming giant to develop new content using the popular children’s author’s stories and characters.\n\nNetflix said it has agreed to buy the Roald Dahl Story Co., adding popular children’s stories like “Charlie and the Chocolate Factory” and “Matilda” to its stable as it looks to stock up on content amid rising competition in the streaming business.\nThe streaming giant said Wednesday that by acquiring the U.K.-based company, which controls the rights to the author’s stories and characters like “Fantastic Mr. Fox,” “The Twits” and “The BFG,” it aimed to produce animated and live-action films and TV shows. It also said it could produce games, live theater and consumer products based on Mr. Dahl’s creations.\nThe deal adds source material with proven cross-generational, mass appeal to the Netflix stable, with over 300 million of Mr. Dahl’s books sold globally. Financial terms of the deal, which is subject to regulatory approval, weren’t disclosed.\nNetflix started collaborating with the Roald Dahl Story Co. three years ago, and is already working on a “Charlie and the Chocolate Factory” TV show as well as “Matilda The Musical.”\nThe move for Mr. Dahl’s works comes as competition among streaming services intensifies. In July, Netflix said it had added 1.5 million subscribers globally in the second quarter, but lost 400,000 subscribers in North America. The company said it had 209.2 million subscribers worldwide.\nTo stand out from the crowd, streaming services have targeted exclusive content that will resonate with subscribers. In May,Amazon.comInc.bought MGM Studios for $8.45 billion, describing its catalog as a “treasure trove” that would significantly bolster Amazon’s offering to viewers.\nIn 2019, theWalt DisneyCo.released “The Mandalorian” on itsDisney+ streaming service, in the first of a series of TV shows based on the “Star Wars” franchise. Disney acquired “Star Wars” producer Lucasfilm for $4.05 billion in 2012.\nNetflix will likely seek to similarly leverage Mr. Dahl’s catalog.\nStill, recent movie projects based on Mr. Dahl’s books have had a mixed reception at the box office. In 2005, a Warner Bros. “Charlie and the Chocolate Factory” movie starring Johnny Depp was a big hit, grossing $475 million worldwide, according to IMDb. But more recent releases haven’t fared quite so well. A 2016 version of “The BFG,” produced by Disney and directed by Steven Spielberg, grossed $195 million and was profitable, but a HBO Max version of “The Witches,” released last year and starring Anne Hathaway, earned tepid reviews and grossed roughly $27 million.\nMr. Dahl was born in Wales in 1916 to Norwegian parents. He served in Britain’s Royal Air Force in World War II before establishing himself as one of the world’s most successful children’s authors. Mr. Dahl died at 74 in 1990, and while his works have remained popular, he himself has been subject of controversy.\nLast year his family apologized for anti-Semitic remarks made by Mr. Dahl in a 1983 magazine interview, while urging audiences to remember that the writer had “positively impacted young people for generations.”\nNetflix jumped over 1% in premarket trading.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143759989,"gmtCreate":1625819589141,"gmtModify":1631891323991,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143759989","repostId":"1116278502","repostType":4,"repost":{"id":"1116278502","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":1625819152,"share":"https://www.laohu8.com/m/news/1116278502?lang=zh_CN&edition=full","pubTime":"2021-07-09 16:25","market":"us","language":"en","title":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116278502","media":"Tiger Newspress","summary":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan S","content":"<p>TSMC&nbsp;shares gains&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;Second-Quarter Revenue Jumps 20% on Chip Demand.</p><p><blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p><p><blockquote>台积电公司报告称，由于该公司竞相满足汽车和其他行业对芯片的需求，季度销售额增长了20%。</blockquote></p><p> Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p><p><blockquote>截至6月份的季度销售额为3,721亿新台币（合133亿美元），与分析师平均预期的3,713亿新台币一致。6月营收为新台币1485亿元，同比增长23%。</blockquote></p><p> “TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p><p><blockquote>“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消其大规模资本支出带来的利润压力。与此同时，台积电在EUV方面的技术/生产力突破应该会扩大其与同行的技术差距，并确保更好的成本领先技术节点的结构，”花旗分析师Roland Shu和Grant Chi在最近的一份报告中写道。</blockquote></p><p> Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</p><p><blockquote>本周早些时候，戴姆勒和捷豹路虎警告称，持续的芯片短缺将进一步削减销量，后者表示第二季度的交付量将比最初想象的差50%。台积电规模较小的竞争对手联华电子周三表示，芯片需求可能会持续超过供应，直到2023年。</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>TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</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\">\nTSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-09 16:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC&nbsp;shares gains&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;Second-Quarter Revenue Jumps 20% on Chip Demand.</p><p><blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p><p><blockquote>台积电公司报告称，由于该公司竞相满足汽车和其他行业对芯片的需求，季度销售额增长了20%。</blockquote></p><p> Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p><p><blockquote>截至6月份的季度销售额为3,721亿新台币（合133亿美元），与分析师平均预期的3,713亿新台币一致。6月营收为新台币1485亿元，同比增长23%。</blockquote></p><p> “TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p><p><blockquote>“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消其大规模资本支出带来的利润压力。与此同时，台积电在EUV方面的技术/生产力突破应该会扩大其与同行的技术差距，并确保更好的成本领先技术节点的结构，”花旗分析师Roland Shu和Grant Chi在最近的一份报告中写道。</blockquote></p><p> Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</p><p><blockquote>本周早些时候，戴姆勒和捷豹路虎警告称，持续的芯片短缺将进一步削减销量，后者表示第二季度的交付量将比最初想象的差50%。台积电规模较小的竞争对手联华电子周三表示，芯片需求可能会持续超过供应，直到2023年。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116278502","content_text":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.\nSales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.\n“TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.\nEarlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156426137,"gmtCreate":1625234807129,"gmtModify":1631891323989,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156426137","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://www.laohu8.com/m/news/1196057674?lang=zh_CN&edition=full","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</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>5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-02 20:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BAC":"美国银行","BRK.B":"伯克希尔B","KO":"可口可乐","WFC":"富国银行","AON":"怡安保险","BRK.A":"伯克希尔","MNST":"怪物饮料"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.","news_type":1,"symbols_score_info":{"BAC":0.9,"MNST":0.9,"BRK.A":0.9,"AON":0.9,"WFC":0.9,"AAPL":0.9,"BRK.B":0.9,"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":2761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125420346,"gmtCreate":1624687286685,"gmtModify":1631891323992,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125420346","repostId":"1108941456","repostType":4,"isVote":1,"tweetType":1,"viewCount":2480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167783568,"gmtCreate":1624284850554,"gmtModify":1631891323993,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167783568","repostId":"2145084835","repostType":4,"isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166240465,"gmtCreate":1624014257757,"gmtModify":1631891323998,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Competitive market","listText":"Competitive market","text":"Competitive market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166240465","repostId":"1148576248","repostType":4,"repost":{"id":"1148576248","kind":"news","pubTimestamp":1623979883,"share":"https://www.laohu8.com/m/news/1148576248?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:31","market":"us","language":"en","title":"NIO Is Winning<blockquote>蔚来正在获胜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576248","media":"seekingalpha","summary":"NIO is #1 in China's electric SUV market for good reason.The company's success is driven by its brilliant innovations and marketing strategy.NIO is growing faster than Tesla, and yet, it is trading at a discount.NIO Inc.  stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla .In ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO is #1 in China's electric SUV market for good reason.</li>  <li>The company's success is driven by its brilliant innovations and marketing strategy.</li>  <li>NIO is growing faster than Tesla, and yet, it is trading at a discount.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790fae23b830463fec748d2deb2ce336\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>PonyWang/E+ via Getty Images</span></p><p><blockquote><ul><li>蔚来在中国电动SUV市场排名第一是有充分理由的。</li><li>该公司的成功是由其出色的创新和营销策略推动的。</li><li>蔚来的增长速度快于特斯拉，但它的交易价格却有折扣。</li></ul><p class=\"t-img-caption\"><span>PonyWang/E+来自Getty Images</span></p></blockquote></p><p> NIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).</p><p><blockquote>蔚来（纽约证券交易所代码：蔚来）因其强大的市场地位——在中国电动SUV市场份额第一——以及在快速增长和竞争激烈的电动汽车行业的创新而脱颖而出。本文将讨论为什么蔚来在一些激烈的竞争中获胜，包括特斯拉(TSLA)。</blockquote></p><p> In addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.</p><p><blockquote>此外，我们将讨论蔚来的业务、财务、交易、估值和风险，以便读者能够做出自己明智的决定。</blockquote></p><p> <b>Business: Why NIO Wins</b></p><p><blockquote><b>商业：蔚来为何获胜</b></blockquote></p><p> NIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.</p><p><blockquote>蔚来将自己定位于高端SUV领域，专注于智能电动汽车，采用差异化的电池策略。</blockquote></p><p> Delivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.</p><p><blockquote>该公司的首款车型ES8于2019年3月交付，是一款豪华7座SUV，至今仍是该公司的旗舰产品。ES8配备ADAS和AI系统[NOMI]，可与比亚迪宋、特斯拉Model X、奥迪Q7 45 e-Tron等媲美。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/443e2773f70c00c6faac8ca063e978a5\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p> Leveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.</p><p><blockquote>凭借ES8大获成功带来的装机量和客户好感，蔚来成功推出了ES6和EC6。近日，该公司推出了首款轿车ET7。</blockquote></p><p> Today, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.</p><p><blockquote>根据中国汽车技术研究中心的数据，如今，蔚来以23%的市场份额成为4月份中国全电动SUV市场最畅销的品牌，高于特斯拉的17%、威马汽车和小鹏汽车（纽约证券交易所代码：XPEV）的7%。</blockquote></p><p> One of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.</p><p><blockquote>最大的竞争优势之一是蔚来的电池战略，该战略几乎消除了里程焦虑，而里程焦虑是电动汽车大规模采用的最大障碍之一。蔚来汽车不仅可以在任何电动汽车充电站充电，而且该公司还在国内主要城市建设了数百个电池交换站，并计划扩展到欧洲。</blockquote></p><p> NIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.</p><p><blockquote>蔚来的电池交换战略还使该公司能够提供电池即服务[BaaS]解决方案，从而将购买蔚来汽车的前期成本降低约11,000美元。由于成本是电动汽车大规模采用的另一个主要障碍，蔚来的电池战略似乎很出色，因为它解决了续航里程和成本问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b25fbb85bffd39310cd27cbb2bde57a\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p> Another differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.</p><p><blockquote>另一个差异化因素是蔚来品牌，管理层在2016年推出了EP9，从而出色地创造了该品牌。六辆EP9已以250万英镑的价格出售给蔚来投资者，为该品牌营造了一种独特和品质的氛围。接下来，蔚来凭借ES8瞄准了大众市场豪华SUV细分市场，牢牢确立了该公司作为豪华汽车OEM的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41c960ce02f1e3f3e7575ac00beee0\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p> Chinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.</p><p><blockquote>中国企业必须与人们普遍认为他们生产的产品质量低的看法作斗争。这与日本公司在二战后战败后面临的认知问题相同。随着经济的成熟，日本通过向价值链上游移动并创建索尼（纽约证券交易所代码：SONY）等高质量品牌来解决这个问题。今天，日本以其工艺而闻名。</blockquote></p><p> China is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.</p><p><blockquote>中国也在遵循同样的轨迹，蔚来是摧毁“中国制造”等同于劣质观念的新兴品牌之一。我坚信，顽固坚持这种旧观念的投资者将错过投资世界上一些最伟大品牌的机会。</blockquote></p><p> Buying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.</p><p><blockquote>购买蔚来汽车不仅仅意味着获得一辆车；这意味着进入一个服务和便利的专属俱乐部。好处包括使用数百个交换站、终身免费路边救援（包括充电车）、终身免费蜂窝连接、终身免费保修和卓越的客户服务。这是蔚来的一个强大卖点，使其有别于特斯拉，后者最近在中国的客户服务方面名声不佳。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a73482aa0431694b760ab5c2d0aa6f53\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p></p><p> The company is pushing the envelope even further with&nbsp;NIO House, a literal clubhouse for customers, and&nbsp;NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be&nbsp;working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.</p><p><blockquote>该公司正在进一步挑战极限，推出了蔚来之家（London House）（一个真正的顾客俱乐部会所）和蔚来人寿（Kenneth Life），其中包括蔚来品牌的生活方式产品。蔚来围绕汽车打造生活方式的努力似乎正在发挥作用。这对投资者来说是个好消息，因为逃离汽车代工竞争战场的唯一方法就是向客户推销服务和生活方式。这就是为什么法拉利(RACE)的营业利润率远高于20%，而福特(F)和通用汽车(GM)则为个位数。</blockquote></p><p> <b>Financials &amp; Valuation</b></p><p><blockquote><b>财务与估值</b></blockquote></p><p> NIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.</p><p><blockquote>蔚来正处于高速增长模式。2020年，该公司实现收入25亿美元，同比增长126%。2021年，该公司预计将同比增长117%，达到54亿美元。</blockquote></p><p> The company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.</p><p><blockquote>该公司尚未盈利，但预计到2022年将实现盈利。毛利率仅在2020年转正，预计2021年为19.3%。预计2021年EBITDA为负2.58亿美元，2022年为正2.06亿美元。预计2021年自由现金流将为负4200万美元，然后在2022年转为正3.54亿美元。</blockquote></p><p> However, despite the cash burn expected in 2021, investors should feel at ease since the company exited&nbsp;2020&nbsp;with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.</p><p><blockquote>然而，尽管预计2021年将出现现金消耗，但投资者应该感到放心，因为该公司在2020年退出时拥有59亿美元的现金和现金等价物。包括6亿美元的短期投资，减去约21亿美元的债务和经营租赁以及2021年预期的负自由现金流，蔚来在2021年退出时应拥有超过40亿美元的净现金和投资。这是足够的缓冲，因为蔚来预计将在2022年产生正的自由现金流。</blockquote></p><p> Since NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).</p><p><blockquote>由于蔚来尚未盈利，我们将关注预期EV/销售额倍数，这对于尚未盈利的高速增长公司来说是典型的。该公司于2018年9月上市，交易价格约为EV/销售额的7至8倍，随后于2019年5月触底，约为销售额的0.7倍。然而，市场在2020年4月掀起了电动汽车热潮，到2021年1月，蔚来的估值飙升至14.6倍的峰值。在我们最近经历的增长抛售之后，蔚来目前的预期销售额为8倍，这要合理得多。尽管TSLA的增长速度是其两倍，但这与TSLA 10.2倍的预期EV/销售额相比仍有很大折扣（预计TSLA 2021年收入将增长57%，而蔚来为117%）。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> There are many risks associated with owning NIO.</p><p><blockquote>拥有蔚来有很多风险。</blockquote></p><p> Although its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.</p><p><blockquote>尽管其换电战略高度差异化，且似乎增长迅速，但换电或快充基础设施的最终市场份额仍未定论。如果快速充电技术继续大幅进步，很可能会侵蚀电池交换的一个关键优势：速度。</blockquote></p><p> NIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.</p><p><blockquote>蔚来的商业模式是创新和新的。不幸的是，另一方面是它未经测试，蔚来仍然没有盈利。对于许多投资者来说，在其商业模式的盈利能力改善之前，蔚来仍将是一个“向我展示”的故事。</blockquote></p><p> NIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.</p><p><blockquote>蔚来在全球扩张的能力可能会受到中美之间地缘政治紧张局势加剧的限制，在较小程度上也会受到与日欧之间地缘政治紧张局势的限制。地缘政治局势仍然高度不透明和不确定，是所有汽车原始设备制造商的风险因素。</blockquote></p><p> Auto OEMs are currently facing a severe chip&nbsp;shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.</p><p><blockquote>汽车主机厂目前正面临严重的芯片短缺。此外，汽车中的芯片密度正在增加，使得原始设备制造商越来越依赖半导体供应商和代工厂。</blockquote></p><p> NIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.</p><p><blockquote>蔚来的竞争优势可能无法克服内燃机原始设备制造商以及特斯拉和比亚迪等更大的电动汽车制造商的巨大规模优势。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> NIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.</p><p><blockquote>蔚来的技术和商业模式创新使其在令人兴奋且快速增长的电动汽车市场中成为一家高度差异化的公司。该公司正在获胜，随着其车辆和服务生态系统的发展，其竞争护城河也越来越大。相对于行业领导者特斯拉，鉴于其更快的增长率和更低的市盈率，蔚来的股价似乎很便宜。</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>NIO Is Winning<blockquote>蔚来正在获胜</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\">\nNIO Is Winning<blockquote>蔚来正在获胜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-18 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO is #1 in China's electric SUV market for good reason.</li>  <li>The company's success is driven by its brilliant innovations and marketing strategy.</li>  <li>NIO is growing faster than Tesla, and yet, it is trading at a discount.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790fae23b830463fec748d2deb2ce336\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>PonyWang/E+ via Getty Images</span></p><p><blockquote><ul><li>蔚来在中国电动SUV市场排名第一是有充分理由的。</li><li>该公司的成功是由其出色的创新和营销策略推动的。</li><li>蔚来的增长速度快于特斯拉，但它的交易价格却有折扣。</li></ul><p class=\"t-img-caption\"><span>PonyWang/E+来自Getty Images</span></p></blockquote></p><p> NIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).</p><p><blockquote>蔚来（纽约证券交易所代码：蔚来）因其强大的市场地位——在中国电动SUV市场份额第一——以及在快速增长和竞争激烈的电动汽车行业的创新而脱颖而出。本文将讨论为什么蔚来在一些激烈的竞争中获胜，包括特斯拉(TSLA)。</blockquote></p><p> In addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.</p><p><blockquote>此外，我们将讨论蔚来的业务、财务、交易、估值和风险，以便读者能够做出自己明智的决定。</blockquote></p><p> <b>Business: Why NIO Wins</b></p><p><blockquote><b>商业：蔚来为何获胜</b></blockquote></p><p> NIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.</p><p><blockquote>蔚来将自己定位于高端SUV领域，专注于智能电动汽车，采用差异化的电池策略。</blockquote></p><p> Delivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.</p><p><blockquote>该公司的首款车型ES8于2019年3月交付，是一款豪华7座SUV，至今仍是该公司的旗舰产品。ES8配备ADAS和AI系统[NOMI]，可与比亚迪宋、特斯拉Model X、奥迪Q7 45 e-Tron等媲美。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/443e2773f70c00c6faac8ca063e978a5\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p> Leveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.</p><p><blockquote>凭借ES8大获成功带来的装机量和客户好感，蔚来成功推出了ES6和EC6。近日，该公司推出了首款轿车ET7。</blockquote></p><p> Today, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.</p><p><blockquote>根据中国汽车技术研究中心的数据，如今，蔚来以23%的市场份额成为4月份中国全电动SUV市场最畅销的品牌，高于特斯拉的17%、威马汽车和小鹏汽车（纽约证券交易所代码：XPEV）的7%。</blockquote></p><p> One of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.</p><p><blockquote>最大的竞争优势之一是蔚来的电池战略，该战略几乎消除了里程焦虑，而里程焦虑是电动汽车大规模采用的最大障碍之一。蔚来汽车不仅可以在任何电动汽车充电站充电，而且该公司还在国内主要城市建设了数百个电池交换站，并计划扩展到欧洲。</blockquote></p><p> NIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.</p><p><blockquote>蔚来的电池交换战略还使该公司能够提供电池即服务[BaaS]解决方案，从而将购买蔚来汽车的前期成本降低约11,000美元。由于成本是电动汽车大规模采用的另一个主要障碍，蔚来的电池战略似乎很出色，因为它解决了续航里程和成本问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b25fbb85bffd39310cd27cbb2bde57a\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p> Another differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.</p><p><blockquote>另一个差异化因素是蔚来品牌，管理层在2016年推出了EP9，从而出色地创造了该品牌。六辆EP9已以250万英镑的价格出售给蔚来投资者，为该品牌营造了一种独特和品质的氛围。接下来，蔚来凭借ES8瞄准了大众市场豪华SUV细分市场，牢牢确立了该公司作为豪华汽车OEM的地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41c960ce02f1e3f3e7575ac00beee0\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p> Chinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.</p><p><blockquote>中国企业必须与人们普遍认为他们生产的产品质量低的看法作斗争。这与日本公司在二战后战败后面临的认知问题相同。随着经济的成熟，日本通过向价值链上游移动并创建索尼（纽约证券交易所代码：SONY）等高质量品牌来解决这个问题。今天，日本以其工艺而闻名。</blockquote></p><p> China is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.</p><p><blockquote>中国也在遵循同样的轨迹，蔚来是摧毁“中国制造”等同于劣质观念的新兴品牌之一。我坚信，顽固坚持这种旧观念的投资者将错过投资世界上一些最伟大品牌的机会。</blockquote></p><p> Buying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.</p><p><blockquote>购买蔚来汽车不仅仅意味着获得一辆车；这意味着进入一个服务和便利的专属俱乐部。好处包括使用数百个交换站、终身免费路边救援（包括充电车）、终身免费蜂窝连接、终身免费保修和卓越的客户服务。这是蔚来的一个强大卖点，使其有别于特斯拉，后者最近在中国的客户服务方面名声不佳。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a73482aa0431694b760ab5c2d0aa6f53\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：公司</span></p></blockquote></p><p></p><p> The company is pushing the envelope even further with&nbsp;NIO House, a literal clubhouse for customers, and&nbsp;NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be&nbsp;working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.</p><p><blockquote>该公司正在进一步挑战极限，推出了蔚来之家（London House）（一个真正的顾客俱乐部会所）和蔚来人寿（Kenneth Life），其中包括蔚来品牌的生活方式产品。蔚来围绕汽车打造生活方式的努力似乎正在发挥作用。这对投资者来说是个好消息，因为逃离汽车代工竞争战场的唯一方法就是向客户推销服务和生活方式。这就是为什么法拉利(RACE)的营业利润率远高于20%，而福特(F)和通用汽车(GM)则为个位数。</blockquote></p><p> <b>Financials &amp; Valuation</b></p><p><blockquote><b>财务与估值</b></blockquote></p><p> NIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.</p><p><blockquote>蔚来正处于高速增长模式。2020年，该公司实现收入25亿美元，同比增长126%。2021年，该公司预计将同比增长117%，达到54亿美元。</blockquote></p><p> The company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.</p><p><blockquote>该公司尚未盈利，但预计到2022年将实现盈利。毛利率仅在2020年转正，预计2021年为19.3%。预计2021年EBITDA为负2.58亿美元，2022年为正2.06亿美元。预计2021年自由现金流将为负4200万美元，然后在2022年转为正3.54亿美元。</blockquote></p><p> However, despite the cash burn expected in 2021, investors should feel at ease since the company exited&nbsp;2020&nbsp;with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.</p><p><blockquote>然而，尽管预计2021年将出现现金消耗，但投资者应该感到放心，因为该公司在2020年退出时拥有59亿美元的现金和现金等价物。包括6亿美元的短期投资，减去约21亿美元的债务和经营租赁以及2021年预期的负自由现金流，蔚来在2021年退出时应拥有超过40亿美元的净现金和投资。这是足够的缓冲，因为蔚来预计将在2022年产生正的自由现金流。</blockquote></p><p> Since NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).</p><p><blockquote>由于蔚来尚未盈利，我们将关注预期EV/销售额倍数，这对于尚未盈利的高速增长公司来说是典型的。该公司于2018年9月上市，交易价格约为EV/销售额的7至8倍，随后于2019年5月触底，约为销售额的0.7倍。然而，市场在2020年4月掀起了电动汽车热潮，到2021年1月，蔚来的估值飙升至14.6倍的峰值。在我们最近经历的增长抛售之后，蔚来目前的预期销售额为8倍，这要合理得多。尽管TSLA的增长速度是其两倍，但这与TSLA 10.2倍的预期EV/销售额相比仍有很大折扣（预计TSLA 2021年收入将增长57%，而蔚来为117%）。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> There are many risks associated with owning NIO.</p><p><blockquote>拥有蔚来有很多风险。</blockquote></p><p> Although its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.</p><p><blockquote>尽管其换电战略高度差异化，且似乎增长迅速，但换电或快充基础设施的最终市场份额仍未定论。如果快速充电技术继续大幅进步，很可能会侵蚀电池交换的一个关键优势：速度。</blockquote></p><p> NIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.</p><p><blockquote>蔚来的商业模式是创新和新的。不幸的是，另一方面是它未经测试，蔚来仍然没有盈利。对于许多投资者来说，在其商业模式的盈利能力改善之前，蔚来仍将是一个“向我展示”的故事。</blockquote></p><p> NIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.</p><p><blockquote>蔚来在全球扩张的能力可能会受到中美之间地缘政治紧张局势加剧的限制，在较小程度上也会受到与日欧之间地缘政治紧张局势的限制。地缘政治局势仍然高度不透明和不确定，是所有汽车原始设备制造商的风险因素。</blockquote></p><p> Auto OEMs are currently facing a severe chip&nbsp;shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.</p><p><blockquote>汽车主机厂目前正面临严重的芯片短缺。此外，汽车中的芯片密度正在增加，使得原始设备制造商越来越依赖半导体供应商和代工厂。</blockquote></p><p> NIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.</p><p><blockquote>蔚来的竞争优势可能无法克服内燃机原始设备制造商以及特斯拉和比亚迪等更大的电动汽车制造商的巨大规模优势。</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> NIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.</p><p><blockquote>蔚来的技术和商业模式创新使其在令人兴奋且快速增长的电动汽车市场中成为一家高度差异化的公司。该公司正在获胜，随着其车辆和服务生态系统的发展，其竞争护城河也越来越大。相对于行业领导者特斯拉，鉴于其更快的增长率和更低的市盈率，蔚来的股价似乎很便宜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435341-nio-is-winning\">seekingalpha</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":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4435341-nio-is-winning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576248","content_text":"Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is trading at a discount.\n\nPonyWang/E+ via Getty Images\nNIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).\nIn addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.\nBusiness: Why NIO Wins\nNIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.\nDelivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.\nSource: Company\nLeveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.\nToday, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.\nOne of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.\nNIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.\nSource: Company\nAnother differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.\nSource: Company\nChinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.\nChina is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.\nBuying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.\nSource: Company\nThe company is pushing the envelope even further with NIO House, a literal clubhouse for customers, and NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.\nFinancials & Valuation\nNIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.\nThe company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.\nHowever, despite the cash burn expected in 2021, investors should feel at ease since the company exited 2020 with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.\nSince NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).\nRisks\nThere are many risks associated with owning NIO.\nAlthough its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.\nNIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.\nNIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.\nAuto OEMs are currently facing a severe chip shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.\nNIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.\nTakeaway\nNIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161536874,"gmtCreate":1623933924898,"gmtModify":1631891324002,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161536874","repostId":"2144749891","repostType":4,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161533251,"gmtCreate":1623933771573,"gmtModify":1631891324009,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161533251","repostId":"1117650695","repostType":2,"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163108681,"gmtCreate":1623861128143,"gmtModify":1631891324007,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163108681","repostId":"2143497767","repostType":4,"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169996159,"gmtCreate":1623811318771,"gmtModify":1631891324014,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169996159","repostId":"2143753069","repostType":4,"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169041437,"gmtCreate":1623810308429,"gmtModify":1631891324013,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Up too fast 🤔","listText":"Up too fast 🤔","text":"Up too fast 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169041437","repostId":"2143637047","repostType":4,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187392359,"gmtCreate":1623739042371,"gmtModify":1631893623739,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187392359","repostId":"1175897310","repostType":4,"repost":{"id":"1175897310","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1623725513,"share":"https://www.laohu8.com/m/news/1175897310?lang=zh_CN&edition=full","pubTime":"2021-06-15 10:51","market":"us","language":"en","title":"IPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings<blockquote>IPO预览：WalkMe、Atai Life Sciences重点推出众多产品</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175897310","media":"Benzinga","summary":"This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is ","content":"<p>This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.</p><p><blockquote>本周的IPO阵容可能会有两位数的公司上市。以下是本周上市的一些最大、最引人注目的公司。</blockquote></p><p> <b>AMTD Digital:</b>Asian digital solutions platform&nbsp;<b>AMTD Digital</b>(NYSE:HKD)&nbsp;offers&nbsp;risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.</p><p><blockquote><b>尚乘数科：</b>亚洲数字解决方案平台<b>尚乘数科</b>（纽约证券交易所代码：HKD）为合作伙伴提供风险解决方案和数字保险技术。该公司2020财年的收入为2160万美元，本财年前9个月的收入为1880万美元。该公司计划以6.80美元至8.20美元的价格出售1600万股ADS。</blockquote></p><p> <b>Molecular Partners:</b>Clinical stage biotechnology company&nbsp;<b>Molecular Partners</b>(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with&nbsp;<b>Novartis</b>(NYSE:NVS) in 2020,<b>Amgen Inc</b>(NASDAQ:AMGN) in 2018 and&nbsp;<b>AbbVie Inc</b>(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.</p><p><blockquote><b>分子伙伴：</b>临床阶段生物技术公司<b>分子伙伴</b>（纳斯达克：MOLN）专注于在传染病、肿瘤学和眼科等领域使用其开创性的DARPin产品。公司与<b>诺华</b>（纽约证券交易所代码：NVS）2020年，<b>安进公司</b>（纳斯达克：AMGN）于2018年及<b>艾伯维公司</b>（纽约证券交易所股票代码：ABBV）。诺华拥有该公司6%的股份。Molecular Partners计划销售300万个广告。</blockquote></p><p> <b>WalkMe:</b>With a mission to change the way humans interact with technology,<b>WalkMe</b>(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.</p><p><blockquote><b>WalkMe：</b>肩负着改变人类与技术互动方式的使命，<b>WalkMe</b>（纳斯达克：WKME）为组织提供解决方案。该公司有许多知名公司作为客户，包括雀巢和威立雅，这两家大型欧洲公司在文件中被列为案例研究。</blockquote></p><p> WalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.</p><p><blockquote>WalkMe 2020年营收为1.48亿美元，2021年第一季度营收为4270万美元。过去12个月，该公司的收入同比增长34%。该公司有368个年收入10万美元或以上的客户，22个年收入100万美元或以上的客户。WalkMe计划以29至32美元的价格出售925万股股票。</blockquote></p><p> <b>Convey Holding:</b>Health care company&nbsp;<b>Convey Holding</b>(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.</p><p><blockquote><b>传达控股：</b>保健公司<b>康维控股</b>（纽约证券交易所股票代码：CNVY）与美国10家最大的Medicare Advantage公司中的8家合作。2020年，该公司拥有250万Medicare Advantage会员和160万处方药计划会员。该公司2020年收入为2.829亿美元。该公司2021年第一季度收入为8260万美元。Convey Holding计划以14至16美元的价格出售1330万股股票。</blockquote></p><p> <b>Angel Oak Mortgage:</b>Real estate finance company&nbsp;<b>Angel Oak Mortgage</b>(NYSE: AOMR)&nbsp;acquiresand invests in first&nbsp;lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.</p><p><blockquote><b>天使橡树抵押贷款：</b>房地产金融公司<b>天使橡树抵押贷款</b>（纽约证券交易所股票代码：AOMR）收购并投资美国的第一留置权非QM贷款和其他抵押贷款资产。截至2021年第一季度末，该公司的资产为5.349亿美元。该公司选择作为房地产投资信托基金纳税。Angel Oak Mortgage寻求以20至21美元的价格出售810万股股票。</blockquote></p><p> <b>Lyell Immunopharma:</b>Seeking to disrupt the T-cell reprogramming market,<b>Lyell ImmunoPharma</b>(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered with<b>GlaxoSmithKline</b>(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.</p><p><blockquote><b>莱尔免疫制药公司：</b>寻求颠覆T细胞重编程市场，<b>莱尔免疫制药公司</b>（纳斯达克：LYEL）打算到2022年底提交四份IND。公司与<b>葛兰素史克</b>（纽约证券交易所股票代码：GSK）在2019年的一项交易中，在预付4500万美元后，额外的里程碑价值高达4亿美元。</blockquote></p><p> GlaxoSmithKline owns 14% of Lyell and&nbsp;<b>Bristol-MyersSquibb</b>(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.</p><p><blockquote>葛兰素史克拥有莱尔14%的股份和<b>百时美施贵宝</b>（纽约证券交易所股票代码：BMY）拥有Celgene拥有该公司5%的股份。莱尔计划以16至18美元的价格出售2500万股股票。</blockquote></p><p> <b>Verve Therapeutics:</b>Genetic medicine company<b>Verve Therapeutics</b>(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.</p><p><blockquote><b>神韵疗法：</b>基因医学公司<b>神韵疗法</b>（纳斯达克：VERV）专注于心血管疾病。该公司计划以16至18美元的价格出售1180万股股票。</blockquote></p><p> <b>Atai Life Sciences:</b>Backedby&nbsp;<b>Palantir Technologies</b>(NYSE:PLTR) and&nbsp;<b>Paypal Holdings</b>(NASDAQ:PYPL) founder Peter Thiel,<b>Atai Life Sciences</b>(NASDAQ:ATAI) could be one of the high profile IPOs of the week.</p><p><blockquote><b>阿泰生命科学：</b>支持<b>Palantir技术</b>（纽约证券交易所代码：PLTR）和<b>Paypal控股</b>（纳斯达克：PYPL）创始人Peter Thiel，<b>阿泰生命科学</b>（纳斯达克：ATAI）可能是本周备受瞩目的IPO之一。</blockquote></p><p> The company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.</p><p><blockquote>该公司正在开发精神健康障碍的治疗方案。该公司拥有10个项目和6项支持技术。该公司计划以13至15美元的价格出售1,430万股股票。</blockquote></p><p> <b>AiHui Shou International:</b>Pre-owned consumer electronics reseller&nbsp;<b>AiHuiShou International</b>(NYSE: RERE)seeksto give a second life to all idle goods.</p><p><blockquote><b>爱辉寿国际：</b>二手消费电子产品经销商<b>爱回收国际</b>（纽约证券交易所股票代码：RERE）寻求赋予所有闲置商品第二次生命。</blockquote></p><p> The company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.<b>JD.com</b>(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.</p><p><blockquote>该公司的三个业务线——AHS Recycle、PJUT Marketplace和PaiPai Marketplace——帮助该公司以6.6%的市场份额成为中国的市场领导者。该公司2020年营收7.415亿美元，2021年第一季度营收2.311亿美元，同比增长119%。<b>京东</b>（纳斯达克：JD）IPO后将拥有该公司32.3%的股份。该公司计划以13至15美元的价格出售1620万股ADS。</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>IPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings<blockquote>IPO预览：WalkMe、Atai Life Sciences重点推出众多产品</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\">\nIPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings<blockquote>IPO预览：WalkMe、Atai Life Sciences重点推出众多产品</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-06-15 10:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.</p><p><blockquote>本周的IPO阵容可能会有两位数的公司上市。以下是本周上市的一些最大、最引人注目的公司。</blockquote></p><p> <b>AMTD Digital:</b>Asian digital solutions platform&nbsp;<b>AMTD Digital</b>(NYSE:HKD)&nbsp;offers&nbsp;risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.</p><p><blockquote><b>尚乘数科：</b>亚洲数字解决方案平台<b>尚乘数科</b>（纽约证券交易所代码：HKD）为合作伙伴提供风险解决方案和数字保险技术。该公司2020财年的收入为2160万美元，本财年前9个月的收入为1880万美元。该公司计划以6.80美元至8.20美元的价格出售1600万股ADS。</blockquote></p><p> <b>Molecular Partners:</b>Clinical stage biotechnology company&nbsp;<b>Molecular Partners</b>(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with&nbsp;<b>Novartis</b>(NYSE:NVS) in 2020,<b>Amgen Inc</b>(NASDAQ:AMGN) in 2018 and&nbsp;<b>AbbVie Inc</b>(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.</p><p><blockquote><b>分子伙伴：</b>临床阶段生物技术公司<b>分子伙伴</b>（纳斯达克：MOLN）专注于在传染病、肿瘤学和眼科等领域使用其开创性的DARPin产品。公司与<b>诺华</b>（纽约证券交易所代码：NVS）2020年，<b>安进公司</b>（纳斯达克：AMGN）于2018年及<b>艾伯维公司</b>（纽约证券交易所股票代码：ABBV）。诺华拥有该公司6%的股份。Molecular Partners计划销售300万个广告。</blockquote></p><p> <b>WalkMe:</b>With a mission to change the way humans interact with technology,<b>WalkMe</b>(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.</p><p><blockquote><b>WalkMe：</b>肩负着改变人类与技术互动方式的使命，<b>WalkMe</b>（纳斯达克：WKME）为组织提供解决方案。该公司有许多知名公司作为客户，包括雀巢和威立雅，这两家大型欧洲公司在文件中被列为案例研究。</blockquote></p><p> WalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.</p><p><blockquote>WalkMe 2020年营收为1.48亿美元，2021年第一季度营收为4270万美元。过去12个月，该公司的收入同比增长34%。该公司有368个年收入10万美元或以上的客户，22个年收入100万美元或以上的客户。WalkMe计划以29至32美元的价格出售925万股股票。</blockquote></p><p> <b>Convey Holding:</b>Health care company&nbsp;<b>Convey Holding</b>(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.</p><p><blockquote><b>传达控股：</b>保健公司<b>康维控股</b>（纽约证券交易所股票代码：CNVY）与美国10家最大的Medicare Advantage公司中的8家合作。2020年，该公司拥有250万Medicare Advantage会员和160万处方药计划会员。该公司2020年收入为2.829亿美元。该公司2021年第一季度收入为8260万美元。Convey Holding计划以14至16美元的价格出售1330万股股票。</blockquote></p><p> <b>Angel Oak Mortgage:</b>Real estate finance company&nbsp;<b>Angel Oak Mortgage</b>(NYSE: AOMR)&nbsp;acquiresand invests in first&nbsp;lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.</p><p><blockquote><b>天使橡树抵押贷款：</b>房地产金融公司<b>天使橡树抵押贷款</b>（纽约证券交易所股票代码：AOMR）收购并投资美国的第一留置权非QM贷款和其他抵押贷款资产。截至2021年第一季度末，该公司的资产为5.349亿美元。该公司选择作为房地产投资信托基金纳税。Angel Oak Mortgage寻求以20至21美元的价格出售810万股股票。</blockquote></p><p> <b>Lyell Immunopharma:</b>Seeking to disrupt the T-cell reprogramming market,<b>Lyell ImmunoPharma</b>(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered with<b>GlaxoSmithKline</b>(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.</p><p><blockquote><b>莱尔免疫制药公司：</b>寻求颠覆T细胞重编程市场，<b>莱尔免疫制药公司</b>（纳斯达克：LYEL）打算到2022年底提交四份IND。公司与<b>葛兰素史克</b>（纽约证券交易所股票代码：GSK）在2019年的一项交易中，在预付4500万美元后，额外的里程碑价值高达4亿美元。</blockquote></p><p> GlaxoSmithKline owns 14% of Lyell and&nbsp;<b>Bristol-MyersSquibb</b>(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.</p><p><blockquote>葛兰素史克拥有莱尔14%的股份和<b>百时美施贵宝</b>（纽约证券交易所股票代码：BMY）拥有Celgene拥有该公司5%的股份。莱尔计划以16至18美元的价格出售2500万股股票。</blockquote></p><p> <b>Verve Therapeutics:</b>Genetic medicine company<b>Verve Therapeutics</b>(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.</p><p><blockquote><b>神韵疗法：</b>基因医学公司<b>神韵疗法</b>（纳斯达克：VERV）专注于心血管疾病。该公司计划以16至18美元的价格出售1180万股股票。</blockquote></p><p> <b>Atai Life Sciences:</b>Backedby&nbsp;<b>Palantir Technologies</b>(NYSE:PLTR) and&nbsp;<b>Paypal Holdings</b>(NASDAQ:PYPL) founder Peter Thiel,<b>Atai Life Sciences</b>(NASDAQ:ATAI) could be one of the high profile IPOs of the week.</p><p><blockquote><b>阿泰生命科学：</b>支持<b>Palantir技术</b>（纽约证券交易所代码：PLTR）和<b>Paypal控股</b>（纳斯达克：PYPL）创始人Peter Thiel，<b>阿泰生命科学</b>（纳斯达克：ATAI）可能是本周备受瞩目的IPO之一。</blockquote></p><p> The company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.</p><p><blockquote>该公司正在开发精神健康障碍的治疗方案。该公司拥有10个项目和6项支持技术。该公司计划以13至15美元的价格出售1,430万股股票。</blockquote></p><p> <b>AiHui Shou International:</b>Pre-owned consumer electronics reseller&nbsp;<b>AiHuiShou International</b>(NYSE: RERE)seeksto give a second life to all idle goods.</p><p><blockquote><b>爱辉寿国际：</b>二手消费电子产品经销商<b>爱回收国际</b>（纽约证券交易所股票代码：RERE）寻求赋予所有闲置商品第二次生命。</blockquote></p><p> The company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.<b>JD.com</b>(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.</p><p><blockquote>该公司的三个业务线——AHS Recycle、PJUT Marketplace和PaiPai Marketplace——帮助该公司以6.6%的市场份额成为中国的市场领导者。该公司2020年营收7.415亿美元，2021年第一季度营收2.311亿美元，同比增长119%。<b>京东</b>（纳斯达克：JD）IPO后将拥有该公司32.3%的股份。该公司计划以13至15美元的价格出售1620万股ADS。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYEL":"Lyell Immunopharma, Inc.","MOLN":"Molecular Partners AG","AOMR":"ANGEL OAK MORTGAGE REIT INC","NVS":"诺华","HKD":"尚乘数科","RERE":"爱回收","ATAI":"Atai Beckley Inc","WKME":"WalkMe Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175897310","content_text":"This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.\nAMTD Digital:Asian digital solutions platform AMTD Digital(NYSE:HKD) offers risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.\nMolecular Partners:Clinical stage biotechnology company Molecular Partners(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with Novartis(NYSE:NVS) in 2020,Amgen Inc(NASDAQ:AMGN) in 2018 and AbbVie Inc(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.\nWalkMe:With a mission to change the way humans interact with technology,WalkMe(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.\nWalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.\nConvey Holding:Health care company Convey Holding(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.\nAngel Oak Mortgage:Real estate finance company Angel Oak Mortgage(NYSE: AOMR) acquiresand invests in first lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.\nLyell Immunopharma:Seeking to disrupt the T-cell reprogramming market,Lyell ImmunoPharma(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered withGlaxoSmithKline(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.\nGlaxoSmithKline owns 14% of Lyell and Bristol-MyersSquibb(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.\nVerve Therapeutics:Genetic medicine companyVerve Therapeutics(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.\nAtai Life Sciences:Backedby Palantir Technologies(NYSE:PLTR) and Paypal Holdings(NASDAQ:PYPL) founder Peter Thiel,Atai Life Sciences(NASDAQ:ATAI) could be one of the high profile IPOs of the week.\nThe company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.\nAiHui Shou International:Pre-owned consumer electronics reseller AiHuiShou International(NYSE: RERE)seeksto give a second life to all idle goods.\nThe company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.JD.com(NASDAQ:JD) will own 32.3% of the company after the IPO. 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As Hatzius and strategist Chris Hussey explain, the past 2 payrolls reports have been underwhelming as the rush back to work \"is being slowed by generous stimulus as well as an inability — perhaps — to simply process so many new workers. On the one hand, fewer available workers should push up wages as companies compete to attract new workers. But a more orderly stream of employment in the post-pandemic recovery may also allow for a more extended reopening period and perhaps a bit less top-line pressure on prices.\"</p><p><blockquote>那么，高盛认为通胀担忧消退的原因是什么呢？正如Hatzius和策略师Chris Hussey解释的那样，过去的两份就业报告并不令人印象深刻，因为“慷慨的刺激措施以及可能无法简单地处理如此多的新工人，导致重返工作岗位的热潮正在放缓。一方面，随着公司竞相吸引新工人，可用工人的减少应该会推高工资。但在大流行后的复苏中，更有序的就业流动也可能会延长重新开放期，并可能减轻价格的顶线压力。”</blockquote></p><p> Another reason for receding inflation fears may also simply be time. According to Goldman, as Americans become more accustomed to getting back to their daily routines, the strangeness of such activity recedes. And it is perhaps easier for investors to envision what‘normal’ will look like.&nbsp; And perhaps that vision is collectively coalescing around a‘new normal’ that looks surprisingly similiar to the pre-pandemic ‘old normal’.</p><p><blockquote>通胀担忧消退的另一个原因可能只是时间。高盛表示，随着美国人越来越习惯于回到日常生活中，这种活动的陌生感正在消退。投资者也许更容易想象“正常”会是什么样子。也许这种愿景正在围绕一种“新常态”集体凝聚，这种“新常态”看起来与大流行前的“旧常态”惊人地相似。</blockquote></p><p> Hatzius then elaborates why the recent inflation pickup will remain transitory: \"On the wage side,<b>labor supply should increase dramatically over the next 3-6 months as fear of the virus diminishes further and the $300/week benefit top-up expires—over the next few weeks in most Republican-controlled states and on September 6 in the remaining states.\"</b></p><p><blockquote>哈齐乌斯随后阐述了为什么最近的通胀回升仍将是暂时的：“在工资方面，<b>随着对病毒的恐惧进一步减弱以及每周300美元的福利充值到期，劳动力供应应该会在未来3-6个月内大幅增加——大多数共和党控制的州将在未来几周内到期，其余州将在9月6日到期。”</b></blockquote></p><p> In other words, employers will likely hold out another 3 months until the end of emergency benefits expire at which point they expect a flood of workers to reverse the calculus in the labor market,<b>from one of no labor supply to a flood of supply.</b></p><p><blockquote>换句话说，雇主可能会再坚持3个月，直到紧急福利到期，届时他们预计大量工人将扭转劳动力市场的格局，<b>从没有劳动力供应到大量供应。</b></blockquote></p><p> On the price side, Goldman's trimmed core PCE—which excludes the 30% most extreme month-to-month price changes, and as a reminder the surge in inflation last month was largely driven by soaring used car prices and transportation services, or as Goldman puts it \"outliers\" — remains at just 1.56% year-on-year, half the standard core PCE rate.&nbsp; This gap illustrates the unprecedented role of outliers in the recent inflation pickup.</p><p><blockquote>在价格方面，高盛削减的核心PCE——不包括30%最极端的月度价格变化，提醒一下上个月通胀飙升主要是由二手车价格和运输服务飙升推动的，或者正如高盛所说的“异常值”——同比仍仅为1.56%，是标准核心PCE利率的一半。这一差距说明了异常值在近期通胀回升中前所未有的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3eaf58fed43ba69dc0224a4d192f457b\" tg-width=\"500\" tg-height=\"307\" referrerpolicy=\"no-referrer\">Ultimately, to Goldman, the biggest question in the overheating debate remains whether US output and employment will rise sharply above potential in the next few years. If the answer is yes, then inflation could indeed climb to undesirable levels on a more permanent basis. Predictably, Goldman's answer continues to be no, and here's why: \"Even though real GDP is nearly back to the pre-pandemic level, we still see significant slack in the economy based on the remaining jobs shortfall of nearly 8 million and the pandemic-driven productivity gain of 4.1% year-on-year in Q1. Moreover, we think sequential GDP growth has probably already peaked in monthly terms and will trend down from here as the fiscal impulse wanes, modestly at first and then more sharply in late 2021 and 2022.\"</p><p><blockquote>最终，对高盛来说，过热辩论中最大的问题仍然是美国产出和就业在未来几年是否会大幅高于潜力。如果答案是肯定的，那么通胀确实可能会在更持久的基础上攀升至不良水平。可以预见的是，高盛的答案仍然是否定的，原因如下：“尽管实际GDP几乎回到了大流行前的水平，但基于剩余的近800万个就业岗位缺口和大流行的推动，我们仍然看到经济显着疲软。第一季度生产率同比增长4.1%。此外，我们认为，按月计算，GDP环比增长可能已经见顶，随着财政刺激的减弱，GDP环比增长将呈下降趋势，先是温和，然后在2021年底和2022年大幅下降。”</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/5bbda3c1cc274419a5ecdfeea29dd30b\" tg-width=\"500\" tg-height=\"324\" referrerpolicy=\"no-referrer\">Here JPMorgan also chimes in and in a recent note from economist Dan Silver writes that as we prepare for the CPI print, it is worthwhile to consider the impacts of the removal of federal unemployment benefits and increasing hourly wages. In Silver's note, he illustrates the growth in job openings among low-income jobs.</p><p><blockquote>摩根大通也加入了进来，经济学家丹·西尔弗(Dan Silver)在最近的一份报告中写道，当我们准备CPI数据时，值得考虑取消联邦失业救济金和增加时薪的影响。在西尔弗的报告中，他说明了低收入工作岗位空缺的增长。</blockquote></p><p> JPM then asks the right question: \"<b>will wage increases remain durable if business owners know that supply is coming back online?\"</b>A question we have asked previously, and the answer is a decisive not. To JPM, if the answer is indeed no, \"we see a quicker than expected deceleration in wage growth, spending, and CPI.\" Although, alternatively, it seems more likely that we will also see a surge in jobs taken and potentially another leg higher in absolute macro data.</p><p><blockquote>摩根大通随后提出了正确的问题：“<b>如果企业主知道供应正在恢复，工资上涨会持续吗？”</b>我们以前问过这个问题，答案是决定性的否定。对于摩根大通来说，如果答案确实是否定的，“我们看到工资增长、支出和消费者物价指数的减速速度快于预期。”不过，或者，我们似乎更有可能看到就业岗位激增，绝对宏观数据也可能进一步走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dd33a3897ee720aefc640dc061344a18\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">With that in mind, what's next on the inflation catalyst front and what will today's critical CPI print show?&nbsp; Here, Goldman estimates a 0.50% increase in May core CPI (in line with consensus), which will boost the year-on-year rate by six tenths to 3.55%, up from 3.0% which however is largely impacted by the base effect collapse of last year. Goldman's monthly core inflation forecast<b>\"reflects reopening-driven strength in airfares, hotel prices, and recreation prices.\"</b>Additionally, Goldman expects strong monthly readings in used cars (+6%) and new cars (+0.5%), reflecting \"one-time\" supply chain disruptions and microchip shortages.</p><p><blockquote>考虑到这一点，通胀催化剂方面的下一步是什么？今天的关键CPI数据将显示什么？在此，高盛预计5月份核心CPI将上涨0.50%（与共识一致），这将使同比增长率从3.0%提高十分之六至3.55%，但这在很大程度上受到基数效应崩溃的影响去年。高盛月度核心通胀预测<b>“反映了重新开放推动的机票、酒店价格和娱乐价格走强。”</b>此外，高盛预计二手车（+6%）和新车（+0.5%）的月度数据将强劲，反映出“一次性”供应链中断和微芯片短缺。</blockquote></p><p> And while the Fed is more concerned with PCE inflation rather than CPI, Goldman concludes that even though the inflation burst is transitory, \"<b>it will be interesting to see how markets react to a 3.5%+ inflation report in a monetary regime that presumably is focused on keeping inflation around 2%.\"</b></p><p><blockquote>尽管美联储更关心PCE通胀而不是CPI，但高盛的结论是，尽管通胀爆发是暂时的，”<b>在一个可能专注于将通胀率保持在2%左右的货币制度中，看看市场对3.5%以上的通胀报告有何反应将会很有趣。”</b></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Explains Why The Economy Won't Overheat, No Matter What Today's CPI Shows<blockquote>高盛解释了为什么无论今天的消费者物价指数显示什么，经济都不会过热</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-10 15:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Yields on 10-year Treasuries dipped below 1.50% today for the first time since early March amid a furious shortsqueeze discussed earlier...</p><p><blockquote>10年期国债收益率自3月初以来首次跌破1.50%，此前曾讨论过激烈的空头挤压...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e87da5d75100fe75f0be86933791246f\" tg-width=\"500\" tg-height=\"422\" referrerpolicy=\"no-referrer\">... and as post-pandemic inflation concerns appear to be waning as quickly as they flared up.</p><p><blockquote>...随着大流行后的通胀担忧似乎像爆发一样迅速减弱。</blockquote></p><p> This is a point we first brought up last month when observing the collapse in China's credit impulse, arguably the most important variable for the entire global reflationary narrative (see \"China's Credit Impulse Just Turned Negative, Unleashing Global Deflationary Shockwave\")...</p><p><blockquote>这是我们上个月在观察中国信贷冲动崩溃时首次提出的一点，可以说是整个全球再通胀叙事中最重要的变量（见“中国信贷冲动刚刚转为负面，释放全球通缩冲击波”）...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfc3b4fc471bcf50ee51b9be637a3ed4\" tg-width=\"500\" tg-height=\"294\" referrerpolicy=\"no-referrer\">... and it's a point that Goldman's chief economist Jan Hatzius reiterated in a note published on Tuesday titled simply \"Why the Economy Won’t Overheat,” in which he argues - the same as the Fed - that the inflation we are seeing so far is likely to be temporary and prices will normalize again as we leg further away from unprecedented pandemic activity curtailments.</p><p><blockquote>...高盛首席经济学家Jan Hatzius在周二发表的一份题为“为什么经济不会过热”的报告中重申了这一点，他在报告中与美联储一样认为，我们迄今为止看到的通胀很可能是暂时的，随着我们进一步远离前所未有的大流行活动削减，价格将再次正常化。</blockquote></p><p> While we disagree - and so does Deutsche Bank,which sees nothing short of Weimar hyperinflationbeing unleashed by the Fed soon, something we first predicted in March 2009 as the ultimate endgame -&nbsp; it is interesting that today, at least, markets appear to be adopting this view judging by the collapse in 10Y nominal rates and the recent breach of the upward trendline in breakevens...</p><p><blockquote>虽然我们不同意——德意志银行也不同意，它认为美联储很快就会释放魏玛恶性通货膨胀，这是我们在2009年3月首次预测的最终结局——但有趣的是，至少在今天，市场似乎正在接受这一观点，从10年期名义利率的崩溃和最近盈亏平衡上升趋势线的突破来看...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef6de63c2434121178b1a7b351df6ee9\" tg-width=\"500\" tg-height=\"308\" referrerpolicy=\"no-referrer\">... this even as China's PPI printed at a Lehman Sept 2008 high of 9.0% overnight.</p><p><blockquote>...尽管中国的PPI一夜之间达到了雷曼兄弟2008年9月的高点9.0%。</blockquote></p><p> So what, according to Goldman is the reason for receding inflation fears? As Hatzius and strategist Chris Hussey explain, the past 2 payrolls reports have been underwhelming as the rush back to work \"is being slowed by generous stimulus as well as an inability — perhaps — to simply process so many new workers. On the one hand, fewer available workers should push up wages as companies compete to attract new workers. But a more orderly stream of employment in the post-pandemic recovery may also allow for a more extended reopening period and perhaps a bit less top-line pressure on prices.\"</p><p><blockquote>那么，高盛认为通胀担忧消退的原因是什么呢？正如Hatzius和策略师Chris Hussey解释的那样，过去的两份就业报告并不令人印象深刻，因为“慷慨的刺激措施以及可能无法简单地处理如此多的新工人，导致重返工作岗位的热潮正在放缓。一方面，随着公司竞相吸引新工人，可用工人的减少应该会推高工资。但在大流行后的复苏中，更有序的就业流动也可能会延长重新开放期，并可能减轻价格的顶线压力。”</blockquote></p><p> Another reason for receding inflation fears may also simply be time. According to Goldman, as Americans become more accustomed to getting back to their daily routines, the strangeness of such activity recedes. And it is perhaps easier for investors to envision what‘normal’ will look like.&nbsp; And perhaps that vision is collectively coalescing around a‘new normal’ that looks surprisingly similiar to the pre-pandemic ‘old normal’.</p><p><blockquote>通胀担忧消退的另一个原因可能只是时间。高盛表示，随着美国人越来越习惯于回到日常生活中，这种活动的陌生感正在消退。投资者也许更容易想象“正常”会是什么样子。也许这种愿景正在围绕一种“新常态”集体凝聚，这种“新常态”看起来与大流行前的“旧常态”惊人地相似。</blockquote></p><p> Hatzius then elaborates why the recent inflation pickup will remain transitory: \"On the wage side,<b>labor supply should increase dramatically over the next 3-6 months as fear of the virus diminishes further and the $300/week benefit top-up expires—over the next few weeks in most Republican-controlled states and on September 6 in the remaining states.\"</b></p><p><blockquote>哈齐乌斯随后阐述了为什么最近的通胀回升仍将是暂时的：“在工资方面，<b>随着对病毒的恐惧进一步减弱以及每周300美元的福利充值到期，劳动力供应应该会在未来3-6个月内大幅增加——大多数共和党控制的州将在未来几周内到期，其余州将在9月6日到期。”</b></blockquote></p><p> In other words, employers will likely hold out another 3 months until the end of emergency benefits expire at which point they expect a flood of workers to reverse the calculus in the labor market,<b>from one of no labor supply to a flood of supply.</b></p><p><blockquote>换句话说，雇主可能会再坚持3个月，直到紧急福利到期，届时他们预计大量工人将扭转劳动力市场的格局，<b>从没有劳动力供应到大量供应。</b></blockquote></p><p> On the price side, Goldman's trimmed core PCE—which excludes the 30% most extreme month-to-month price changes, and as a reminder the surge in inflation last month was largely driven by soaring used car prices and transportation services, or as Goldman puts it \"outliers\" — remains at just 1.56% year-on-year, half the standard core PCE rate.&nbsp; This gap illustrates the unprecedented role of outliers in the recent inflation pickup.</p><p><blockquote>在价格方面，高盛削减的核心PCE——不包括30%最极端的月度价格变化，提醒一下上个月通胀飙升主要是由二手车价格和运输服务飙升推动的，或者正如高盛所说的“异常值”——同比仍仅为1.56%，是标准核心PCE利率的一半。这一差距说明了异常值在近期通胀回升中前所未有的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3eaf58fed43ba69dc0224a4d192f457b\" tg-width=\"500\" tg-height=\"307\" referrerpolicy=\"no-referrer\">Ultimately, to Goldman, the biggest question in the overheating debate remains whether US output and employment will rise sharply above potential in the next few years. If the answer is yes, then inflation could indeed climb to undesirable levels on a more permanent basis. Predictably, Goldman's answer continues to be no, and here's why: \"Even though real GDP is nearly back to the pre-pandemic level, we still see significant slack in the economy based on the remaining jobs shortfall of nearly 8 million and the pandemic-driven productivity gain of 4.1% year-on-year in Q1. Moreover, we think sequential GDP growth has probably already peaked in monthly terms and will trend down from here as the fiscal impulse wanes, modestly at first and then more sharply in late 2021 and 2022.\"</p><p><blockquote>最终，对高盛来说，过热辩论中最大的问题仍然是美国产出和就业在未来几年是否会大幅高于潜力。如果答案是肯定的，那么通胀确实可能会在更持久的基础上攀升至不良水平。可以预见的是，高盛的答案仍然是否定的，原因如下：“尽管实际GDP几乎回到了大流行前的水平，但基于剩余的近800万个就业岗位缺口和大流行的推动，我们仍然看到经济显着疲软。第一季度生产率同比增长4.1%。此外，我们认为，按月计算，GDP环比增长可能已经见顶，随着财政刺激的减弱，GDP环比增长将呈下降趋势，先是温和，然后在2021年底和2022年大幅下降。”</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/5bbda3c1cc274419a5ecdfeea29dd30b\" tg-width=\"500\" tg-height=\"324\" referrerpolicy=\"no-referrer\">Here JPMorgan also chimes in and in a recent note from economist Dan Silver writes that as we prepare for the CPI print, it is worthwhile to consider the impacts of the removal of federal unemployment benefits and increasing hourly wages. In Silver's note, he illustrates the growth in job openings among low-income jobs.</p><p><blockquote>摩根大通也加入了进来，经济学家丹·西尔弗(Dan Silver)在最近的一份报告中写道，当我们准备CPI数据时，值得考虑取消联邦失业救济金和增加时薪的影响。在西尔弗的报告中，他说明了低收入工作岗位空缺的增长。</blockquote></p><p> JPM then asks the right question: \"<b>will wage increases remain durable if business owners know that supply is coming back online?\"</b>A question we have asked previously, and the answer is a decisive not. To JPM, if the answer is indeed no, \"we see a quicker than expected deceleration in wage growth, spending, and CPI.\" Although, alternatively, it seems more likely that we will also see a surge in jobs taken and potentially another leg higher in absolute macro data.</p><p><blockquote>摩根大通随后提出了正确的问题：“<b>如果企业主知道供应正在恢复，工资上涨会持续吗？”</b>我们以前问过这个问题，答案是决定性的否定。对于摩根大通来说，如果答案确实是否定的，“我们看到工资增长、支出和消费者物价指数的减速速度快于预期。”不过，或者，我们似乎更有可能看到就业岗位激增，绝对宏观数据也可能进一步走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dd33a3897ee720aefc640dc061344a18\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">With that in mind, what's next on the inflation catalyst front and what will today's critical CPI print show?&nbsp; Here, Goldman estimates a 0.50% increase in May core CPI (in line with consensus), which will boost the year-on-year rate by six tenths to 3.55%, up from 3.0% which however is largely impacted by the base effect collapse of last year. Goldman's monthly core inflation forecast<b>\"reflects reopening-driven strength in airfares, hotel prices, and recreation prices.\"</b>Additionally, Goldman expects strong monthly readings in used cars (+6%) and new cars (+0.5%), reflecting \"one-time\" supply chain disruptions and microchip shortages.</p><p><blockquote>考虑到这一点，通胀催化剂方面的下一步是什么？今天的关键CPI数据将显示什么？在此，高盛预计5月份核心CPI将上涨0.50%（与共识一致），这将使同比增长率从3.0%提高十分之六至3.55%，但这在很大程度上受到基数效应崩溃的影响去年。高盛月度核心通胀预测<b>“反映了重新开放推动的机票、酒店价格和娱乐价格走强。”</b>此外，高盛预计二手车（+6%）和新车（+0.5%）的月度数据将强劲，反映出“一次性”供应链中断和微芯片短缺。</blockquote></p><p> And while the Fed is more concerned with PCE inflation rather than CPI, Goldman concludes that even though the inflation burst is transitory, \"<b>it will be interesting to see how markets react to a 3.5%+ inflation report in a monetary regime that presumably is focused on keeping inflation around 2%.\"</b></p><p><blockquote>尽管美联储更关心PCE通胀而不是CPI，但高盛的结论是，尽管通胀爆发是暂时的，”<b>在一个可能专注于将通胀率保持在2%左右的货币制度中，看看市场对3.5%以上的通胀报告有何反应将会很有趣。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/goldman-explains-why-economy-wont-overheat-no-matter-what-tomorrows-cpi-shows?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/goldman-explains-why-economy-wont-overheat-no-matter-what-tomorrows-cpi-shows?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127298356","content_text":"Yields on 10-year Treasuries dipped below 1.50% today for the first time since early March amid a furious shortsqueeze discussed earlier...\n... and as post-pandemic inflation concerns appear to be waning as quickly as they flared up.\nThis is a point we first brought up last month when observing the collapse in China's credit impulse, arguably the most important variable for the entire global reflationary narrative (see \"China's Credit Impulse Just Turned Negative, Unleashing Global Deflationary Shockwave\")...\n... and it's a point that Goldman's chief economist Jan Hatzius reiterated in a note published on Tuesday titled simply \"Why the Economy Won’t Overheat,” in which he argues - the same as the Fed - that the inflation we are seeing so far is likely to be temporary and prices will normalize again as we leg further away from unprecedented pandemic activity curtailments.\nWhile we disagree - and so does Deutsche Bank,which sees nothing short of Weimar hyperinflationbeing unleashed by the Fed soon, something we first predicted in March 2009 as the ultimate endgame -  it is interesting that today, at least, markets appear to be adopting this view judging by the collapse in 10Y nominal rates and the recent breach of the upward trendline in breakevens...\n... this even as China's PPI printed at a Lehman Sept 2008 high of 9.0% overnight.\nSo what, according to Goldman is the reason for receding inflation fears? As Hatzius and strategist Chris Hussey explain, the past 2 payrolls reports have been underwhelming as the rush back to work \"is being slowed by generous stimulus as well as an inability — perhaps — to simply process so many new workers. On the one hand, fewer available workers should push up wages as companies compete to attract new workers. But a more orderly stream of employment in the post-pandemic recovery may also allow for a more extended reopening period and perhaps a bit less top-line pressure on prices.\"\nAnother reason for receding inflation fears may also simply be time. According to Goldman, as Americans become more accustomed to getting back to their daily routines, the strangeness of such activity recedes. And it is perhaps easier for investors to envision what‘normal’ will look like.  And perhaps that vision is collectively coalescing around a‘new normal’ that looks surprisingly similiar to the pre-pandemic ‘old normal’.\nHatzius then elaborates why the recent inflation pickup will remain transitory: \"On the wage side,labor supply should increase dramatically over the next 3-6 months as fear of the virus diminishes further and the $300/week benefit top-up expires—over the next few weeks in most Republican-controlled states and on September 6 in the remaining states.\"\nIn other words, employers will likely hold out another 3 months until the end of emergency benefits expire at which point they expect a flood of workers to reverse the calculus in the labor market,from one of no labor supply to a flood of supply.\nOn the price side, Goldman's trimmed core PCE—which excludes the 30% most extreme month-to-month price changes, and as a reminder the surge in inflation last month was largely driven by soaring used car prices and transportation services, or as Goldman puts it \"outliers\" — remains at just 1.56% year-on-year, half the standard core PCE rate.  This gap illustrates the unprecedented role of outliers in the recent inflation pickup.\nUltimately, to Goldman, the biggest question in the overheating debate remains whether US output and employment will rise sharply above potential in the next few years. If the answer is yes, then inflation could indeed climb to undesirable levels on a more permanent basis. Predictably, Goldman's answer continues to be no, and here's why: \"Even though real GDP is nearly back to the pre-pandemic level, we still see significant slack in the economy based on the remaining jobs shortfall of nearly 8 million and the pandemic-driven productivity gain of 4.1% year-on-year in Q1. Moreover, we think sequential GDP growth has probably already peaked in monthly terms and will trend down from here as the fiscal impulse wanes, modestly at first and then more sharply in late 2021 and 2022.\"\nHere JPMorgan also chimes in and in a recent note from economist Dan Silver writes that as we prepare for the CPI print, it is worthwhile to consider the impacts of the removal of federal unemployment benefits and increasing hourly wages. In Silver's note, he illustrates the growth in job openings among low-income jobs.\nJPM then asks the right question: \"will wage increases remain durable if business owners know that supply is coming back online?\"A question we have asked previously, and the answer is a decisive not. To JPM, if the answer is indeed no, \"we see a quicker than expected deceleration in wage growth, spending, and CPI.\" Although, alternatively, it seems more likely that we will also see a surge in jobs taken and potentially another leg higher in absolute macro data.\nWith that in mind, what's next on the inflation catalyst front and what will today's critical CPI print show?  Here, Goldman estimates a 0.50% increase in May core CPI (in line with consensus), which will boost the year-on-year rate by six tenths to 3.55%, up from 3.0% which however is largely impacted by the base effect collapse of last year. Goldman's monthly core inflation forecast\"reflects reopening-driven strength in airfares, hotel prices, and recreation prices.\"Additionally, Goldman expects strong monthly readings in used cars (+6%) and new cars (+0.5%), reflecting \"one-time\" supply chain disruptions and microchip shortages.\nAnd while the Fed is more concerned with PCE inflation rather than CPI, Goldman concludes that even though the inflation burst is transitory, \"it will be interesting to see how markets react to a 3.5%+ inflation report in a monetary regime that presumably is focused on keeping inflation around 2%.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180188527,"gmtCreate":1623194907369,"gmtModify":1631893623774,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180188527","repostId":"1128909306","repostType":4,"repost":{"id":"1128909306","kind":"news","pubTimestamp":1623193560,"share":"https://www.laohu8.com/m/news/1128909306?lang=zh_CN&edition=full","pubTime":"2021-06-09 07:06","market":"us","language":"en","title":"S&P 500 closes little changed as \"meme stocks\" extend rally<blockquote>随着“模因股”延续涨势，标普500收盘变化不大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128909306","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of c","content":"<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约（路透社）-华尔街股市周二难以勉强维持收盘涨幅，因为缺乏明确的市场催化剂使机构投资者保持观望，而散户交易者则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&amp;P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均在接近持平或走高的区间震荡时段结束，标普500和道指收盘距离纪录高位约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>以科技股为主的纳斯达克综合指数表现最佳，其中亚马逊公司和苹果公司的涨幅最大。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>芝加哥Kingsview资产管理公司的投资组合经理Paul Nolte表示：“我们正在等待通胀数据，等待（美联储）的更多数据，等待财报季。”“今天市场没有太多动力。”</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>诺尔特补充道：“我们可能会在7月4日之后才会看到财报季开始。”</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小型股再次受到持续的模因股票零售狂潮的提振，表现优于大型股。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments在meme股票中占据榜首，飙升85.8%，成为纳斯达克涨幅最大的股票。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath &amp; Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票，包括游戏驿站公司、Bed Bath&amp;Beyond Inc、Workhorse Group等，收盘上涨7%至12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>诺尔特说：“（模因股票）是行动所在，但你把它翻过来，看起来像加密货币，那就一团糟了。”“现在，模因股票正在取代加密货币成为热门，这都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺，尽管需求复苏，这可能会给工资带来上行压力，这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者从周四的消费者价格指数数据中寻找有关通胀的进一步线索，以及通胀如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&amp;P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼工业指数跌30.42点，或0.09%，报34,599.82点；标普500上涨0.74点，涨幅0.02%，至4,227.26点；纳斯达克综合指数上涨43.19点，涨幅0.31%，至13,924.91点。</blockquote></p><p>Of the 11 major sectors in the S&amp;P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>标普500 11个主要板块中，非必需消费品涨幅最大，公用事业跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车协会的数据，特斯拉公司5月份中国制造的电动汽车销量猛增29%，同比增长177%。受此消息影响，该股抹去了最初的涨幅，收盘下跌0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空宣布订购34架新737 MAX飞机，提振了波音公司股价，但该飞机制造商股价回吐涨幅，收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与Reddit驱动的轧空现象关系最密切的公司，预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.74比1；在纳斯达克，1.66比1的比率有利于上涨者。</blockquote></p><p>The S&amp;P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和1个新低；纳斯达克综合指数录得172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为118.2亿股，而过去20个交易日的平均成交量为107.5亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 closes little changed as \"meme stocks\" extend rally<blockquote>随着“模因股”延续涨势，标普500收盘变化不大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-09 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约（路透社）-华尔街股市周二难以勉强维持收盘涨幅，因为缺乏明确的市场催化剂使机构投资者保持观望，而散户交易者则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&amp;P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均在接近持平或走高的区间震荡时段结束，标普500和道指收盘距离纪录高位约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>以科技股为主的纳斯达克综合指数表现最佳，其中亚马逊公司和苹果公司的涨幅最大。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>芝加哥Kingsview资产管理公司的投资组合经理Paul Nolte表示：“我们正在等待通胀数据，等待（美联储）的更多数据，等待财报季。”“今天市场没有太多动力。”</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>诺尔特补充道：“我们可能会在7月4日之后才会看到财报季开始。”</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小型股再次受到持续的模因股票零售狂潮的提振，表现优于大型股。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments在meme股票中占据榜首，飙升85.8%，成为纳斯达克涨幅最大的股票。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath &amp; Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票，包括游戏驿站公司、Bed Bath&amp;Beyond Inc、Workhorse Group等，收盘上涨7%至12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>诺尔特说：“（模因股票）是行动所在，但你把它翻过来，看起来像加密货币，那就一团糟了。”“现在，模因股票正在取代加密货币成为热门，这都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺，尽管需求复苏，这可能会给工资带来上行压力，这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者从周四的消费者价格指数数据中寻找有关通胀的进一步线索，以及通胀如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&amp;P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼工业指数跌30.42点，或0.09%，报34,599.82点；标普500上涨0.74点，涨幅0.02%，至4,227.26点；纳斯达克综合指数上涨43.19点，涨幅0.31%，至13,924.91点。</blockquote></p><p>Of the 11 major sectors in the S&amp;P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>标普500 11个主要板块中，非必需消费品涨幅最大，公用事业跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车协会的数据，特斯拉公司5月份中国制造的电动汽车销量猛增29%，同比增长177%。受此消息影响，该股抹去了最初的涨幅，收盘下跌0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空宣布订购34架新737 MAX飞机，提振了波音公司股价，但该飞机制造商股价回吐涨幅，收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与Reddit驱动的轧空现象关系最密切的公司，预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.74比1；在纳斯达克，1.66比1的比率有利于上涨者。</blockquote></p><p>The S&amp;P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和1个新低；纳斯达克综合指数录得172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为118.2亿股，而过去20个交易日的平均成交量为107.5亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","CLOV":"Clover Health Corp"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128909306","content_text":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&P 500 and the Dow closing within about 0.5% of record highs.The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath & Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.Of the 11 major sectors in the S&P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.The S&P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading 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or bad?","listText":"Good or bad?","text":"Good or bad?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327165184","repostId":"1178854094","repostType":4,"repost":{"id":"1178854094","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":1616070820,"share":"https://www.laohu8.com/m/news/1178854094?lang=zh_CN&edition=full","pubTime":"2021-03-18 20:33","market":"us","language":"en","title":"U.S. weekly jobless claims total 770,000, higher than estimate<blockquote>美国每周初请失业金人数总计77万人高于预估</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178854094","media":"Tiger Newspress","summary":"(March 18) U.S. weekly jobless claims total 770,000, vs 700,000 estimate.U.S. new weekly jobless cla","content":"<p>(March 18)&nbsp;U.S. weekly jobless claims total 770,000, vs 700,000 estimate.</p><p><blockquote>（3月18日）美国。每周申请失业救济人数总计77万人，而预期为70万人。</blockquote></p><p>U.S. new weekly jobless claims unexpectedly rose last week even amid a wave of abating social distancing restrictions and improving weather.</p><p><blockquote>即使在社交距离限制放松和天气改善的浪潮中，美国上周每周新申请失业救济人数仍意外上升。</blockquote></p><p>The Department of Labor released its weekly report on new jobless claims on Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国劳工部于美国东部时间周四上午8:30发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p><ul><li><b>Initial jobless claims, week ended March 13:</b>&nbsp;770,000 vs. 700,000 expected and an upwardly revised 725,000 during the prior week.</p><p><blockquote><ul><li><b>截至3月13日当周首次申请失业救济人数：</b>770,000人，而预期为700,000人，前一周向上修正为725,000人。</li></ul></blockquote></p><p></li><li><b>Continuing claims, week ended March 6:</b>&nbsp;4.124 million vs. 4.034 million expected and 4.144 million during the prior week.</p><p><blockquote><li><b>截至3月6日当周的持续索赔：</b>4.12.4万，预期为403.4万，前一周为414.4万。</li></blockquote></p><p></li></ul>Though initial unemployment claims held below 800,000 for a fourth consecutive week, they unexpectedly rose by 45,000, whereas consensus economists had anticipated new claims to fall to a fresh pandemic-era low of 700,000. Initial jobless claims remain well above the Great Recession-era high of 665,000 from 2009. And new claims still need to fall significantly further to return to 2019 levels, when new claims averaged just over 200,000 per week.</p><p><blockquote>尽管首次申请失业救济人数连续第四周低于80万人，但意外增加了4.5万人，而经济学家普遍预计新申请失业救济人数将降至大流行时期的新低70万人。首次申请失业救济人数仍远高于2009年大衰退时期665,000人的高点。新申请失业救济人数仍需进一步大幅下降才能恢复到2019年的水平，当时平均每周新申请失业救济人数略高于20万人。</blockquote></p><p>Still, the generally downward trend in new jobless claims over the past several months has pointed to an economy on the upswing, even as temporary factors like harsh winter weather generated some noise in the recent data. Trends in new jobless claims are expected to improve further into the spring and summer as the vaccine rollout continues and COVID-19 case counts retreat further. Just last week, President Joe Biden announced that he would direct states to make all citizens eligible for vaccinations by May 1, rapidly expanding the potential for the country to achieve herd immunity in the near-term.</p><p><blockquote>尽管如此，过去几个月新申请失业救济人数的总体下降趋势表明经济正在上升，尽管恶劣的冬季天气等暂时因素在最近的数据中产生了一些噪音。随着疫苗的继续推广和新冠肺炎病例数的进一步下降，预计新申请失业救济人数的趋势将在春季和夏季进一步改善。就在上周，乔·拜登总统宣布，他将指示各州在5月1日之前让所有公民都有资格接种疫苗，迅速扩大了该国在短期内实现群体免疫的潜力。</blockquote></p><p>\"We expect jobless claims to continue to improve as the latest wave of the virus subsides and restrictions are lifted,\" Deutsche Bank economist Brett Ryan wrote in a note. \"These data take on added significance as they correspond to the survey period for March employment, where we expect to see a notable pick up in hiring.\"</p><p><blockquote>德意志银行经济学家布雷特·瑞安在一份报告中写道：“我们预计，随着最新一波病毒的消退和限制措施的取消，初请失业金人数将继续改善。”“这些数据具有额外的意义，因为它们与三月份就业调查期相对应，我们预计三月份招聘人数将显着增加。”</blockquote></p><p>While most states reported improvements in the number of new jobless claims last week, a handful of populous states posted notable increases. New weekly jobless claims rose by 21,000 in Texas on an unadjusted basis, while those in Illinois jumped by 17,000. Others saw new claims retreat after weeks of increases: Ohio,which has been contending with a recent stretch of fraud in claims filings, saw initial jobless claims fall by more than 14,000 last week.</p><p><blockquote>虽然大多数州报告上周新申请失业救济人数有所改善，但少数人口众多的州报告了显着增加。在未经调整的基础上，德克萨斯州每周新申请失业救济人数增加了21,000人，而伊利诺伊州则增加了17,000人。其他州的新申请失业救济人数在数周增加后有所下降：俄亥俄州最近一直在应对一系列申请欺诈行为，上周首次申请失业救济人数减少了14,000多人。</blockquote></p><p><img src=\"https://static.tigerbbs.com/52634d8723bf1df48dc33484c10fab5b\" tg-width=\"576\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Continuing claims, which measure the total number of Americans still receiving state unemployment benefits, showed a ninth straight week of declines. These improvements have come both as a result of rehirings, and as individuals unemployed for more than six months rolled off regular state programs and onto longer-term federal unemployment benefits.</p><p><blockquote>衡量仍在领取州失业救济金的美国人总数的持续申领失业救济金人数连续第九周下降。这些改善既是重新雇用的结果，也是失业超过六个月的个人退出常规州计划并享受长期联邦失业福利的结果。</blockquote></p><p>As of late February, more than 18 million Americans were still claiming benefits across all programs — a level that remains historically elevated, but down significantly from the more than30 million claimants reported justseven months earlier. The most recent data showed that more than 12 million Americans were on either Pandemic Unemployment Assistance (PUA) — the federal program offering benefits to gig workers and the self-employed who do not qualify for other programs — or Pandemic Emergency Unemployment Compensation (PEUC), which offers additional weeks of federal benefits to those who have exhausted their state benefits.</p><p><blockquote>截至2月底，仍有超过1800万美国人在所有项目中申请福利——这一水平仍处于历史高位，但比七个月前报告的超过3000万申请人数大幅下降。最新数据显示，超过1200万美国人要么享受疫情失业援助（PUA）——这是一项联邦计划，为没有资格享受其他计划的临时工和个体户提供福利——要么享受疫情紧急失业补偿（PEUC），为那些用完州福利的人提供额外几周的联邦福利。</blockquote></p><p>Both the PUA and PEUC were extended from mid-March until Sept. 6, based on the latest $1.9 trillion coronavirus relief package passed earlier this month.</p><p><blockquote>根据本月早些时候通过的最新1.9万亿美元冠状病毒救助计划，PUA和PEUC均从3月中旬延长至9月6日。</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>U.S. weekly jobless claims total 770,000, higher than estimate<blockquote>美国每周初请失业金人数总计77万人高于预估</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\">\nU.S. weekly jobless claims total 770,000, higher than estimate<blockquote>美国每周初请失业金人数总计77万人高于预估</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\">2021-03-18 20:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 18)&nbsp;U.S. weekly jobless claims total 770,000, vs 700,000 estimate.</p><p><blockquote>（3月18日）美国。每周申请失业救济人数总计77万人，而预期为70万人。</blockquote></p><p>U.S. new weekly jobless claims unexpectedly rose last week even amid a wave of abating social distancing restrictions and improving weather.</p><p><blockquote>即使在社交距离限制放松和天气改善的浪潮中，美国上周每周新申请失业救济人数仍意外上升。</blockquote></p><p>The Department of Labor released its weekly report on new jobless claims on Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国劳工部于美国东部时间周四上午8:30发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p><ul><li><b>Initial jobless claims, week ended March 13:</b>&nbsp;770,000 vs. 700,000 expected and an upwardly revised 725,000 during the prior week.</p><p><blockquote><ul><li><b>截至3月13日当周首次申请失业救济人数：</b>770,000人，而预期为700,000人，前一周向上修正为725,000人。</li></ul></blockquote></p><p></li><li><b>Continuing claims, week ended March 6:</b>&nbsp;4.124 million vs. 4.034 million expected and 4.144 million during the prior week.</p><p><blockquote><li><b>截至3月6日当周的持续索赔：</b>4.12.4万，预期为403.4万，前一周为414.4万。</li></blockquote></p><p></li></ul>Though initial unemployment claims held below 800,000 for a fourth consecutive week, they unexpectedly rose by 45,000, whereas consensus economists had anticipated new claims to fall to a fresh pandemic-era low of 700,000. Initial jobless claims remain well above the Great Recession-era high of 665,000 from 2009. And new claims still need to fall significantly further to return to 2019 levels, when new claims averaged just over 200,000 per week.</p><p><blockquote>尽管首次申请失业救济人数连续第四周低于80万人，但意外增加了4.5万人，而经济学家普遍预计新申请失业救济人数将降至大流行时期的新低70万人。首次申请失业救济人数仍远高于2009年大衰退时期665,000人的高点。新申请失业救济人数仍需进一步大幅下降才能恢复到2019年的水平，当时平均每周新申请失业救济人数略高于20万人。</blockquote></p><p>Still, the generally downward trend in new jobless claims over the past several months has pointed to an economy on the upswing, even as temporary factors like harsh winter weather generated some noise in the recent data. Trends in new jobless claims are expected to improve further into the spring and summer as the vaccine rollout continues and COVID-19 case counts retreat further. Just last week, President Joe Biden announced that he would direct states to make all citizens eligible for vaccinations by May 1, rapidly expanding the potential for the country to achieve herd immunity in the near-term.</p><p><blockquote>尽管如此，过去几个月新申请失业救济人数的总体下降趋势表明经济正在上升，尽管恶劣的冬季天气等暂时因素在最近的数据中产生了一些噪音。随着疫苗的继续推广和新冠肺炎病例数的进一步下降，预计新申请失业救济人数的趋势将在春季和夏季进一步改善。就在上周，乔·拜登总统宣布，他将指示各州在5月1日之前让所有公民都有资格接种疫苗，迅速扩大了该国在短期内实现群体免疫的潜力。</blockquote></p><p>\"We expect jobless claims to continue to improve as the latest wave of the virus subsides and restrictions are lifted,\" Deutsche Bank economist Brett Ryan wrote in a note. \"These data take on added significance as they correspond to the survey period for March employment, where we expect to see a notable pick up in hiring.\"</p><p><blockquote>德意志银行经济学家布雷特·瑞安在一份报告中写道：“我们预计，随着最新一波病毒的消退和限制措施的取消，初请失业金人数将继续改善。”“这些数据具有额外的意义，因为它们与三月份就业调查期相对应，我们预计三月份招聘人数将显着增加。”</blockquote></p><p>While most states reported improvements in the number of new jobless claims last week, a handful of populous states posted notable increases. New weekly jobless claims rose by 21,000 in Texas on an unadjusted basis, while those in Illinois jumped by 17,000. Others saw new claims retreat after weeks of increases: Ohio,which has been contending with a recent stretch of fraud in claims filings, saw initial jobless claims fall by more than 14,000 last week.</p><p><blockquote>虽然大多数州报告上周新申请失业救济人数有所改善，但少数人口众多的州报告了显着增加。在未经调整的基础上，德克萨斯州每周新申请失业救济人数增加了21,000人，而伊利诺伊州则增加了17,000人。其他州的新申请失业救济人数在数周增加后有所下降：俄亥俄州最近一直在应对一系列申请欺诈行为，上周首次申请失业救济人数减少了14,000多人。</blockquote></p><p><img src=\"https://static.tigerbbs.com/52634d8723bf1df48dc33484c10fab5b\" tg-width=\"576\" tg-height=\"398\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Continuing claims, which measure the total number of Americans still receiving state unemployment benefits, showed a ninth straight week of declines. These improvements have come both as a result of rehirings, and as individuals unemployed for more than six months rolled off regular state programs and onto longer-term federal unemployment benefits.</p><p><blockquote>衡量仍在领取州失业救济金的美国人总数的持续申领失业救济金人数连续第九周下降。这些改善既是重新雇用的结果，也是失业超过六个月的个人退出常规州计划并享受长期联邦失业福利的结果。</blockquote></p><p>As of late February, more than 18 million Americans were still claiming benefits across all programs — a level that remains historically elevated, but down significantly from the more than30 million claimants reported justseven months earlier. The most recent data showed that more than 12 million Americans were on either Pandemic Unemployment Assistance (PUA) — the federal program offering benefits to gig workers and the self-employed who do not qualify for other programs — or Pandemic Emergency Unemployment Compensation (PEUC), which offers additional weeks of federal benefits to those who have exhausted their state benefits.</p><p><blockquote>截至2月底，仍有超过1800万美国人在所有项目中申请福利——这一水平仍处于历史高位，但比七个月前报告的超过3000万申请人数大幅下降。最新数据显示，超过1200万美国人要么享受疫情失业援助（PUA）——这是一项联邦计划，为没有资格享受其他计划的临时工和个体户提供福利——要么享受疫情紧急失业补偿（PEUC），为那些用完州福利的人提供额外几周的联邦福利。</blockquote></p><p>Both the PUA and PEUC were extended from mid-March until Sept. 6, based on the latest $1.9 trillion coronavirus relief package passed earlier this month.</p><p><blockquote>根据本月早些时候通过的最新1.9万亿美元冠状病毒救助计划，PUA和PEUC均从3月中旬延长至9月6日。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178854094","content_text":"(March 18) U.S. weekly jobless claims total 770,000, vs 700,000 estimate.U.S. new weekly jobless claims unexpectedly rose last week even amid a wave of abating social distancing restrictions and improving weather.The Department of Labor released its weekly report on new jobless claims on Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:Initial jobless claims, week ended March 13: 770,000 vs. 700,000 expected and an upwardly revised 725,000 during the prior week.Continuing claims, week ended March 6: 4.124 million vs. 4.034 million expected and 4.144 million during the prior week.Though initial unemployment claims held below 800,000 for a fourth consecutive week, they unexpectedly rose by 45,000, whereas consensus economists had anticipated new claims to fall to a fresh pandemic-era low of 700,000. Initial jobless claims remain well above the Great Recession-era high of 665,000 from 2009. And new claims still need to fall significantly further to return to 2019 levels, when new claims averaged just over 200,000 per week.Still, the generally downward trend in new jobless claims over the past several months has pointed to an economy on the upswing, even as temporary factors like harsh winter weather generated some noise in the recent data. Trends in new jobless claims are expected to improve further into the spring and summer as the vaccine rollout continues and COVID-19 case counts retreat further. Just last week, President Joe Biden announced that he would direct states to make all citizens eligible for vaccinations by May 1, rapidly expanding the potential for the country to achieve herd immunity in the near-term.\"We expect jobless claims to continue to improve as the latest wave of the virus subsides and restrictions are lifted,\" Deutsche Bank economist Brett Ryan wrote in a note. \"These data take on added significance as they correspond to the survey period for March employment, where we expect to see a notable pick up in hiring.\"While most states reported improvements in the number of new jobless claims last week, a handful of populous states posted notable increases. New weekly jobless claims rose by 21,000 in Texas on an unadjusted basis, while those in Illinois jumped by 17,000. Others saw new claims retreat after weeks of increases: Ohio,which has been contending with a recent stretch of fraud in claims filings, saw initial jobless claims fall by more than 14,000 last week.Continuing claims, which measure the total number of Americans still receiving state unemployment benefits, showed a ninth straight week of declines. These improvements have come both as a result of rehirings, and as individuals unemployed for more than six months rolled off regular state programs and onto longer-term federal unemployment benefits.As of late February, more than 18 million Americans were still claiming benefits across all programs — a level that remains historically elevated, but down significantly from the more than30 million claimants reported justseven months earlier. The most recent data showed that more than 12 million Americans were on either Pandemic Unemployment Assistance (PUA) — the federal program offering benefits to gig workers and the self-employed who do not qualify for other programs — or Pandemic Emergency Unemployment Compensation (PEUC), which offers additional weeks of federal benefits to those who have exhausted their state benefits.Both the PUA and PEUC were extended from mid-March until Sept. 6, based on the latest $1.9 trillion coronavirus relief package passed earlier this month.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183818101,"gmtCreate":1623320702903,"gmtModify":1631893623763,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183818101","repostId":"1127298356","repostType":4,"repost":{"id":"1127298356","kind":"news","pubTimestamp":1623310533,"share":"https://www.laohu8.com/m/news/1127298356?lang=zh_CN&edition=full","pubTime":"2021-06-10 15:35","market":"us","language":"en","title":"Goldman Explains Why The Economy Won't Overheat, No Matter What Today's CPI Shows<blockquote>高盛解释了为什么无论今天的消费者物价指数显示什么，经济都不会过热</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127298356","media":"zerohedge","summary":"Yields on 10-year Treasuries dipped below 1.50% today for the first time since early March amid a fu","content":"<p>Yields on 10-year Treasuries dipped below 1.50% today for the first time since early March amid a furious shortsqueeze discussed earlier...</p><p><blockquote>10年期国债收益率自3月初以来首次跌破1.50%，此前曾讨论过激烈的空头挤压...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e87da5d75100fe75f0be86933791246f\" tg-width=\"500\" tg-height=\"422\" referrerpolicy=\"no-referrer\">... and as post-pandemic inflation concerns appear to be waning as quickly as they flared up.</p><p><blockquote>...随着大流行后的通胀担忧似乎像爆发一样迅速减弱。</blockquote></p><p> This is a point we first brought up last month when observing the collapse in China's credit impulse, arguably the most important variable for the entire global reflationary narrative (see \"China's Credit Impulse Just Turned Negative, Unleashing Global Deflationary Shockwave\")...</p><p><blockquote>这是我们上个月在观察中国信贷冲动崩溃时首次提出的一点，可以说是整个全球再通胀叙事中最重要的变量（见“中国信贷冲动刚刚转为负面，释放全球通缩冲击波”）...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfc3b4fc471bcf50ee51b9be637a3ed4\" tg-width=\"500\" tg-height=\"294\" referrerpolicy=\"no-referrer\">... and it's a point that Goldman's chief economist Jan Hatzius reiterated in a note published on Tuesday titled simply \"Why the Economy Won’t Overheat,” in which he argues - the same as the Fed - that the inflation we are seeing so far is likely to be temporary and prices will normalize again as we leg further away from unprecedented pandemic activity curtailments.</p><p><blockquote>...高盛首席经济学家Jan Hatzius在周二发表的一份题为“为什么经济不会过热”的报告中重申了这一点，他在报告中与美联储一样认为，我们迄今为止看到的通胀很可能是暂时的，随着我们进一步远离前所未有的大流行活动削减，价格将再次正常化。</blockquote></p><p> While we disagree - and so does Deutsche Bank,which sees nothing short of Weimar hyperinflationbeing unleashed by the Fed soon, something we first predicted in March 2009 as the ultimate endgame -&nbsp; it is interesting that today, at least, markets appear to be adopting this view judging by the collapse in 10Y nominal rates and the recent breach of the upward trendline in breakevens...</p><p><blockquote>虽然我们不同意——德意志银行也不同意，它认为美联储很快就会释放魏玛恶性通货膨胀，这是我们在2009年3月首次预测的最终结局——但有趣的是，至少在今天，市场似乎正在接受这一观点，从10年期名义利率的崩溃和最近盈亏平衡上升趋势线的突破来看...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef6de63c2434121178b1a7b351df6ee9\" tg-width=\"500\" tg-height=\"308\" referrerpolicy=\"no-referrer\">... this even as China's PPI printed at a Lehman Sept 2008 high of 9.0% overnight.</p><p><blockquote>...尽管中国的PPI一夜之间达到了雷曼兄弟2008年9月的高点9.0%。</blockquote></p><p> So what, according to Goldman is the reason for receding inflation fears? As Hatzius and strategist Chris Hussey explain, the past 2 payrolls reports have been underwhelming as the rush back to work \"is being slowed by generous stimulus as well as an inability — perhaps — to simply process so many new workers. On the one hand, fewer available workers should push up wages as companies compete to attract new workers. But a more orderly stream of employment in the post-pandemic recovery may also allow for a more extended reopening period and perhaps a bit less top-line pressure on prices.\"</p><p><blockquote>那么，高盛认为通胀担忧消退的原因是什么呢？正如Hatzius和策略师Chris Hussey解释的那样，过去的两份就业报告并不令人印象深刻，因为“慷慨的刺激措施以及可能无法简单地处理如此多的新工人，导致重返工作岗位的热潮正在放缓。一方面，随着公司竞相吸引新工人，可用工人的减少应该会推高工资。但在大流行后的复苏中，更有序的就业流动也可能会延长重新开放期，并可能减轻价格的顶线压力。”</blockquote></p><p> Another reason for receding inflation fears may also simply be time. According to Goldman, as Americans become more accustomed to getting back to their daily routines, the strangeness of such activity recedes. And it is perhaps easier for investors to envision what‘normal’ will look like.&nbsp; And perhaps that vision is collectively coalescing around a‘new normal’ that looks surprisingly similiar to the pre-pandemic ‘old normal’.</p><p><blockquote>通胀担忧消退的另一个原因可能只是时间。高盛表示，随着美国人越来越习惯于回到日常生活中，这种活动的陌生感正在消退。投资者也许更容易想象“正常”会是什么样子。也许这种愿景正在围绕一种“新常态”集体凝聚，这种“新常态”看起来与大流行前的“旧常态”惊人地相似。</blockquote></p><p> Hatzius then elaborates why the recent inflation pickup will remain transitory: \"On the wage side,<b>labor supply should increase dramatically over the next 3-6 months as fear of the virus diminishes further and the $300/week benefit top-up expires—over the next few weeks in most Republican-controlled states and on September 6 in the remaining states.\"</b></p><p><blockquote>哈齐乌斯随后阐述了为什么最近的通胀回升仍将是暂时的：“在工资方面，<b>随着对病毒的恐惧进一步减弱以及每周300美元的福利充值到期，劳动力供应应该会在未来3-6个月内大幅增加——大多数共和党控制的州将在未来几周内到期，其余州将在9月6日到期。”</b></blockquote></p><p> In other words, employers will likely hold out another 3 months until the end of emergency benefits expire at which point they expect a flood of workers to reverse the calculus in the labor market,<b>from one of no labor supply to a flood of supply.</b></p><p><blockquote>换句话说，雇主可能会再坚持3个月，直到紧急福利到期，届时他们预计大量工人将扭转劳动力市场的格局，<b>从没有劳动力供应到大量供应。</b></blockquote></p><p> On the price side, Goldman's trimmed core PCE—which excludes the 30% most extreme month-to-month price changes, and as a reminder the surge in inflation last month was largely driven by soaring used car prices and transportation services, or as Goldman puts it \"outliers\" — remains at just 1.56% year-on-year, half the standard core PCE rate.&nbsp; This gap illustrates the unprecedented role of outliers in the recent inflation pickup.</p><p><blockquote>在价格方面，高盛削减的核心PCE——不包括30%最极端的月度价格变化，提醒一下上个月通胀飙升主要是由二手车价格和运输服务飙升推动的，或者正如高盛所说的“异常值”——同比仍仅为1.56%，是标准核心PCE利率的一半。这一差距说明了异常值在近期通胀回升中前所未有的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3eaf58fed43ba69dc0224a4d192f457b\" tg-width=\"500\" tg-height=\"307\" referrerpolicy=\"no-referrer\">Ultimately, to Goldman, the biggest question in the overheating debate remains whether US output and employment will rise sharply above potential in the next few years. If the answer is yes, then inflation could indeed climb to undesirable levels on a more permanent basis. Predictably, Goldman's answer continues to be no, and here's why: \"Even though real GDP is nearly back to the pre-pandemic level, we still see significant slack in the economy based on the remaining jobs shortfall of nearly 8 million and the pandemic-driven productivity gain of 4.1% year-on-year in Q1. Moreover, we think sequential GDP growth has probably already peaked in monthly terms and will trend down from here as the fiscal impulse wanes, modestly at first and then more sharply in late 2021 and 2022.\"</p><p><blockquote>最终，对高盛来说，过热辩论中最大的问题仍然是美国产出和就业在未来几年是否会大幅高于潜力。如果答案是肯定的，那么通胀确实可能会在更持久的基础上攀升至不良水平。可以预见的是，高盛的答案仍然是否定的，原因如下：“尽管实际GDP几乎回到了大流行前的水平，但基于剩余的近800万个就业岗位缺口和大流行的推动，我们仍然看到经济显着疲软。第一季度生产率同比增长4.1%。此外，我们认为，按月计算，GDP环比增长可能已经见顶，随着财政刺激的减弱，GDP环比增长将呈下降趋势，先是温和，然后在2021年底和2022年大幅下降。”</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/5bbda3c1cc274419a5ecdfeea29dd30b\" tg-width=\"500\" tg-height=\"324\" referrerpolicy=\"no-referrer\">Here JPMorgan also chimes in and in a recent note from economist Dan Silver writes that as we prepare for the CPI print, it is worthwhile to consider the impacts of the removal of federal unemployment benefits and increasing hourly wages. In Silver's note, he illustrates the growth in job openings among low-income jobs.</p><p><blockquote>摩根大通也加入了进来，经济学家丹·西尔弗(Dan Silver)在最近的一份报告中写道，当我们准备CPI数据时，值得考虑取消联邦失业救济金和增加时薪的影响。在西尔弗的报告中，他说明了低收入工作岗位空缺的增长。</blockquote></p><p> JPM then asks the right question: \"<b>will wage increases remain durable if business owners know that supply is coming back online?\"</b>A question we have asked previously, and the answer is a decisive not. To JPM, if the answer is indeed no, \"we see a quicker than expected deceleration in wage growth, spending, and CPI.\" Although, alternatively, it seems more likely that we will also see a surge in jobs taken and potentially another leg higher in absolute macro data.</p><p><blockquote>摩根大通随后提出了正确的问题：“<b>如果企业主知道供应正在恢复，工资上涨会持续吗？”</b>我们以前问过这个问题，答案是决定性的否定。对于摩根大通来说，如果答案确实是否定的，“我们看到工资增长、支出和消费者物价指数的减速速度快于预期。”不过，或者，我们似乎更有可能看到就业岗位激增，绝对宏观数据也可能进一步走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dd33a3897ee720aefc640dc061344a18\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">With that in mind, what's next on the inflation catalyst front and what will today's critical CPI print show?&nbsp; Here, Goldman estimates a 0.50% increase in May core CPI (in line with consensus), which will boost the year-on-year rate by six tenths to 3.55%, up from 3.0% which however is largely impacted by the base effect collapse of last year. Goldman's monthly core inflation forecast<b>\"reflects reopening-driven strength in airfares, hotel prices, and recreation prices.\"</b>Additionally, Goldman expects strong monthly readings in used cars (+6%) and new cars (+0.5%), reflecting \"one-time\" supply chain disruptions and microchip shortages.</p><p><blockquote>考虑到这一点，通胀催化剂方面的下一步是什么？今天的关键CPI数据将显示什么？在此，高盛预计5月份核心CPI将上涨0.50%（与共识一致），这将使同比增长率从3.0%提高十分之六至3.55%，但这在很大程度上受到基数效应崩溃的影响去年。高盛月度核心通胀预测<b>“反映了重新开放推动的机票、酒店价格和娱乐价格走强。”</b>此外，高盛预计二手车（+6%）和新车（+0.5%）的月度数据将强劲，反映出“一次性”供应链中断和微芯片短缺。</blockquote></p><p> And while the Fed is more concerned with PCE inflation rather than CPI, Goldman concludes that even though the inflation burst is transitory, \"<b>it will be interesting to see how markets react to a 3.5%+ inflation report in a monetary regime that presumably is focused on keeping inflation around 2%.\"</b></p><p><blockquote>尽管美联储更关心PCE通胀而不是CPI，但高盛的结论是，尽管通胀爆发是暂时的，”<b>在一个可能专注于将通胀率保持在2%左右的货币制度中，看看市场对3.5%以上的通胀报告有何反应将会很有趣。”</b></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>Goldman Explains Why The Economy Won't Overheat, No Matter What Today's CPI Shows<blockquote>高盛解释了为什么无论今天的消费者物价指数显示什么，经济都不会过热</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Explains Why The Economy Won't Overheat, No Matter What Today's CPI Shows<blockquote>高盛解释了为什么无论今天的消费者物价指数显示什么，经济都不会过热</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-10 15:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Yields on 10-year Treasuries dipped below 1.50% today for the first time since early March amid a furious shortsqueeze discussed earlier...</p><p><blockquote>10年期国债收益率自3月初以来首次跌破1.50%，此前曾讨论过激烈的空头挤压...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e87da5d75100fe75f0be86933791246f\" tg-width=\"500\" tg-height=\"422\" referrerpolicy=\"no-referrer\">... and as post-pandemic inflation concerns appear to be waning as quickly as they flared up.</p><p><blockquote>...随着大流行后的通胀担忧似乎像爆发一样迅速减弱。</blockquote></p><p> This is a point we first brought up last month when observing the collapse in China's credit impulse, arguably the most important variable for the entire global reflationary narrative (see \"China's Credit Impulse Just Turned Negative, Unleashing Global Deflationary Shockwave\")...</p><p><blockquote>这是我们上个月在观察中国信贷冲动崩溃时首次提出的一点，可以说是整个全球再通胀叙事中最重要的变量（见“中国信贷冲动刚刚转为负面，释放全球通缩冲击波”）...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cfc3b4fc471bcf50ee51b9be637a3ed4\" tg-width=\"500\" tg-height=\"294\" referrerpolicy=\"no-referrer\">... and it's a point that Goldman's chief economist Jan Hatzius reiterated in a note published on Tuesday titled simply \"Why the Economy Won’t Overheat,” in which he argues - the same as the Fed - that the inflation we are seeing so far is likely to be temporary and prices will normalize again as we leg further away from unprecedented pandemic activity curtailments.</p><p><blockquote>...高盛首席经济学家Jan Hatzius在周二发表的一份题为“为什么经济不会过热”的报告中重申了这一点，他在报告中与美联储一样认为，我们迄今为止看到的通胀很可能是暂时的，随着我们进一步远离前所未有的大流行活动削减，价格将再次正常化。</blockquote></p><p> While we disagree - and so does Deutsche Bank,which sees nothing short of Weimar hyperinflationbeing unleashed by the Fed soon, something we first predicted in March 2009 as the ultimate endgame -&nbsp; it is interesting that today, at least, markets appear to be adopting this view judging by the collapse in 10Y nominal rates and the recent breach of the upward trendline in breakevens...</p><p><blockquote>虽然我们不同意——德意志银行也不同意，它认为美联储很快就会释放魏玛恶性通货膨胀，这是我们在2009年3月首次预测的最终结局——但有趣的是，至少在今天，市场似乎正在接受这一观点，从10年期名义利率的崩溃和最近盈亏平衡上升趋势线的突破来看...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef6de63c2434121178b1a7b351df6ee9\" tg-width=\"500\" tg-height=\"308\" referrerpolicy=\"no-referrer\">... this even as China's PPI printed at a Lehman Sept 2008 high of 9.0% overnight.</p><p><blockquote>...尽管中国的PPI一夜之间达到了雷曼兄弟2008年9月的高点9.0%。</blockquote></p><p> So what, according to Goldman is the reason for receding inflation fears? As Hatzius and strategist Chris Hussey explain, the past 2 payrolls reports have been underwhelming as the rush back to work \"is being slowed by generous stimulus as well as an inability — perhaps — to simply process so many new workers. On the one hand, fewer available workers should push up wages as companies compete to attract new workers. But a more orderly stream of employment in the post-pandemic recovery may also allow for a more extended reopening period and perhaps a bit less top-line pressure on prices.\"</p><p><blockquote>那么，高盛认为通胀担忧消退的原因是什么呢？正如Hatzius和策略师Chris Hussey解释的那样，过去的两份就业报告并不令人印象深刻，因为“慷慨的刺激措施以及可能无法简单地处理如此多的新工人，导致重返工作岗位的热潮正在放缓。一方面，随着公司竞相吸引新工人，可用工人的减少应该会推高工资。但在大流行后的复苏中，更有序的就业流动也可能会延长重新开放期，并可能减轻价格的顶线压力。”</blockquote></p><p> Another reason for receding inflation fears may also simply be time. According to Goldman, as Americans become more accustomed to getting back to their daily routines, the strangeness of such activity recedes. And it is perhaps easier for investors to envision what‘normal’ will look like.&nbsp; And perhaps that vision is collectively coalescing around a‘new normal’ that looks surprisingly similiar to the pre-pandemic ‘old normal’.</p><p><blockquote>通胀担忧消退的另一个原因可能只是时间。高盛表示，随着美国人越来越习惯于回到日常生活中，这种活动的陌生感正在消退。投资者也许更容易想象“正常”会是什么样子。也许这种愿景正在围绕一种“新常态”集体凝聚，这种“新常态”看起来与大流行前的“旧常态”惊人地相似。</blockquote></p><p> Hatzius then elaborates why the recent inflation pickup will remain transitory: \"On the wage side,<b>labor supply should increase dramatically over the next 3-6 months as fear of the virus diminishes further and the $300/week benefit top-up expires—over the next few weeks in most Republican-controlled states and on September 6 in the remaining states.\"</b></p><p><blockquote>哈齐乌斯随后阐述了为什么最近的通胀回升仍将是暂时的：“在工资方面，<b>随着对病毒的恐惧进一步减弱以及每周300美元的福利充值到期，劳动力供应应该会在未来3-6个月内大幅增加——大多数共和党控制的州将在未来几周内到期，其余州将在9月6日到期。”</b></blockquote></p><p> In other words, employers will likely hold out another 3 months until the end of emergency benefits expire at which point they expect a flood of workers to reverse the calculus in the labor market,<b>from one of no labor supply to a flood of supply.</b></p><p><blockquote>换句话说，雇主可能会再坚持3个月，直到紧急福利到期，届时他们预计大量工人将扭转劳动力市场的格局，<b>从没有劳动力供应到大量供应。</b></blockquote></p><p> On the price side, Goldman's trimmed core PCE—which excludes the 30% most extreme month-to-month price changes, and as a reminder the surge in inflation last month was largely driven by soaring used car prices and transportation services, or as Goldman puts it \"outliers\" — remains at just 1.56% year-on-year, half the standard core PCE rate.&nbsp; This gap illustrates the unprecedented role of outliers in the recent inflation pickup.</p><p><blockquote>在价格方面，高盛削减的核心PCE——不包括30%最极端的月度价格变化，提醒一下上个月通胀飙升主要是由二手车价格和运输服务飙升推动的，或者正如高盛所说的“异常值”——同比仍仅为1.56%，是标准核心PCE利率的一半。这一差距说明了异常值在近期通胀回升中前所未有的作用。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3eaf58fed43ba69dc0224a4d192f457b\" tg-width=\"500\" tg-height=\"307\" referrerpolicy=\"no-referrer\">Ultimately, to Goldman, the biggest question in the overheating debate remains whether US output and employment will rise sharply above potential in the next few years. If the answer is yes, then inflation could indeed climb to undesirable levels on a more permanent basis. Predictably, Goldman's answer continues to be no, and here's why: \"Even though real GDP is nearly back to the pre-pandemic level, we still see significant slack in the economy based on the remaining jobs shortfall of nearly 8 million and the pandemic-driven productivity gain of 4.1% year-on-year in Q1. Moreover, we think sequential GDP growth has probably already peaked in monthly terms and will trend down from here as the fiscal impulse wanes, modestly at first and then more sharply in late 2021 and 2022.\"</p><p><blockquote>最终，对高盛来说，过热辩论中最大的问题仍然是美国产出和就业在未来几年是否会大幅高于潜力。如果答案是肯定的，那么通胀确实可能会在更持久的基础上攀升至不良水平。可以预见的是，高盛的答案仍然是否定的，原因如下：“尽管实际GDP几乎回到了大流行前的水平，但基于剩余的近800万个就业岗位缺口和大流行的推动，我们仍然看到经济显着疲软。第一季度生产率同比增长4.1%。此外，我们认为，按月计算，GDP环比增长可能已经见顶，随着财政刺激的减弱，GDP环比增长将呈下降趋势，先是温和，然后在2021年底和2022年大幅下降。”</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/5bbda3c1cc274419a5ecdfeea29dd30b\" tg-width=\"500\" tg-height=\"324\" referrerpolicy=\"no-referrer\">Here JPMorgan also chimes in and in a recent note from economist Dan Silver writes that as we prepare for the CPI print, it is worthwhile to consider the impacts of the removal of federal unemployment benefits and increasing hourly wages. In Silver's note, he illustrates the growth in job openings among low-income jobs.</p><p><blockquote>摩根大通也加入了进来，经济学家丹·西尔弗(Dan Silver)在最近的一份报告中写道，当我们准备CPI数据时，值得考虑取消联邦失业救济金和增加时薪的影响。在西尔弗的报告中，他说明了低收入工作岗位空缺的增长。</blockquote></p><p> JPM then asks the right question: \"<b>will wage increases remain durable if business owners know that supply is coming back online?\"</b>A question we have asked previously, and the answer is a decisive not. To JPM, if the answer is indeed no, \"we see a quicker than expected deceleration in wage growth, spending, and CPI.\" Although, alternatively, it seems more likely that we will also see a surge in jobs taken and potentially another leg higher in absolute macro data.</p><p><blockquote>摩根大通随后提出了正确的问题：“<b>如果企业主知道供应正在恢复，工资上涨会持续吗？”</b>我们以前问过这个问题，答案是决定性的否定。对于摩根大通来说，如果答案确实是否定的，“我们看到工资增长、支出和消费者物价指数的减速速度快于预期。”不过，或者，我们似乎更有可能看到就业岗位激增，绝对宏观数据也可能进一步走高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dd33a3897ee720aefc640dc061344a18\" tg-width=\"500\" tg-height=\"332\" referrerpolicy=\"no-referrer\">With that in mind, what's next on the inflation catalyst front and what will today's critical CPI print show?&nbsp; Here, Goldman estimates a 0.50% increase in May core CPI (in line with consensus), which will boost the year-on-year rate by six tenths to 3.55%, up from 3.0% which however is largely impacted by the base effect collapse of last year. Goldman's monthly core inflation forecast<b>\"reflects reopening-driven strength in airfares, hotel prices, and recreation prices.\"</b>Additionally, Goldman expects strong monthly readings in used cars (+6%) and new cars (+0.5%), reflecting \"one-time\" supply chain disruptions and microchip shortages.</p><p><blockquote>考虑到这一点，通胀催化剂方面的下一步是什么？今天的关键CPI数据将显示什么？在此，高盛预计5月份核心CPI将上涨0.50%（与共识一致），这将使同比增长率从3.0%提高十分之六至3.55%，但这在很大程度上受到基数效应崩溃的影响去年。高盛月度核心通胀预测<b>“反映了重新开放推动的机票、酒店价格和娱乐价格走强。”</b>此外，高盛预计二手车（+6%）和新车（+0.5%）的月度数据将强劲，反映出“一次性”供应链中断和微芯片短缺。</blockquote></p><p> And while the Fed is more concerned with PCE inflation rather than CPI, Goldman concludes that even though the inflation burst is transitory, \"<b>it will be interesting to see how markets react to a 3.5%+ inflation report in a monetary regime that presumably is focused on keeping inflation around 2%.\"</b></p><p><blockquote>尽管美联储更关心PCE通胀而不是CPI，但高盛的结论是，尽管通胀爆发是暂时的，”<b>在一个可能专注于将通胀率保持在2%左右的货币制度中，看看市场对3.5%以上的通胀报告有何反应将会很有趣。”</b></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/goldman-explains-why-economy-wont-overheat-no-matter-what-tomorrows-cpi-shows?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/goldman-explains-why-economy-wont-overheat-no-matter-what-tomorrows-cpi-shows?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127298356","content_text":"Yields on 10-year Treasuries dipped below 1.50% today for the first time since early March amid a furious shortsqueeze discussed earlier...\n... and as post-pandemic inflation concerns appear to be waning as quickly as they flared up.\nThis is a point we first brought up last month when observing the collapse in China's credit impulse, arguably the most important variable for the entire global reflationary narrative (see \"China's Credit Impulse Just Turned Negative, Unleashing Global Deflationary Shockwave\")...\n... and it's a point that Goldman's chief economist Jan Hatzius reiterated in a note published on Tuesday titled simply \"Why the Economy Won’t Overheat,” in which he argues - the same as the Fed - that the inflation we are seeing so far is likely to be temporary and prices will normalize again as we leg further away from unprecedented pandemic activity curtailments.\nWhile we disagree - and so does Deutsche Bank,which sees nothing short of Weimar hyperinflationbeing unleashed by the Fed soon, something we first predicted in March 2009 as the ultimate endgame -  it is interesting that today, at least, markets appear to be adopting this view judging by the collapse in 10Y nominal rates and the recent breach of the upward trendline in breakevens...\n... this even as China's PPI printed at a Lehman Sept 2008 high of 9.0% overnight.\nSo what, according to Goldman is the reason for receding inflation fears? As Hatzius and strategist Chris Hussey explain, the past 2 payrolls reports have been underwhelming as the rush back to work \"is being slowed by generous stimulus as well as an inability — perhaps — to simply process so many new workers. On the one hand, fewer available workers should push up wages as companies compete to attract new workers. But a more orderly stream of employment in the post-pandemic recovery may also allow for a more extended reopening period and perhaps a bit less top-line pressure on prices.\"\nAnother reason for receding inflation fears may also simply be time. According to Goldman, as Americans become more accustomed to getting back to their daily routines, the strangeness of such activity recedes. And it is perhaps easier for investors to envision what‘normal’ will look like.  And perhaps that vision is collectively coalescing around a‘new normal’ that looks surprisingly similiar to the pre-pandemic ‘old normal’.\nHatzius then elaborates why the recent inflation pickup will remain transitory: \"On the wage side,labor supply should increase dramatically over the next 3-6 months as fear of the virus diminishes further and the $300/week benefit top-up expires—over the next few weeks in most Republican-controlled states and on September 6 in the remaining states.\"\nIn other words, employers will likely hold out another 3 months until the end of emergency benefits expire at which point they expect a flood of workers to reverse the calculus in the labor market,from one of no labor supply to a flood of supply.\nOn the price side, Goldman's trimmed core PCE—which excludes the 30% most extreme month-to-month price changes, and as a reminder the surge in inflation last month was largely driven by soaring used car prices and transportation services, or as Goldman puts it \"outliers\" — remains at just 1.56% year-on-year, half the standard core PCE rate.  This gap illustrates the unprecedented role of outliers in the recent inflation pickup.\nUltimately, to Goldman, the biggest question in the overheating debate remains whether US output and employment will rise sharply above potential in the next few years. If the answer is yes, then inflation could indeed climb to undesirable levels on a more permanent basis. Predictably, Goldman's answer continues to be no, and here's why: \"Even though real GDP is nearly back to the pre-pandemic level, we still see significant slack in the economy based on the remaining jobs shortfall of nearly 8 million and the pandemic-driven productivity gain of 4.1% year-on-year in Q1. Moreover, we think sequential GDP growth has probably already peaked in monthly terms and will trend down from here as the fiscal impulse wanes, modestly at first and then more sharply in late 2021 and 2022.\"\nHere JPMorgan also chimes in and in a recent note from economist Dan Silver writes that as we prepare for the CPI print, it is worthwhile to consider the impacts of the removal of federal unemployment benefits and increasing hourly wages. In Silver's note, he illustrates the growth in job openings among low-income jobs.\nJPM then asks the right question: \"will wage increases remain durable if business owners know that supply is coming back online?\"A question we have asked previously, and the answer is a decisive not. To JPM, if the answer is indeed no, \"we see a quicker than expected deceleration in wage growth, spending, and CPI.\" Although, alternatively, it seems more likely that we will also see a surge in jobs taken and potentially another leg higher in absolute macro data.\nWith that in mind, what's next on the inflation catalyst front and what will today's critical CPI print show?  Here, Goldman estimates a 0.50% increase in May core CPI (in line with consensus), which will boost the year-on-year rate by six tenths to 3.55%, up from 3.0% which however is largely impacted by the base effect collapse of last year. Goldman's monthly core inflation forecast\"reflects reopening-driven strength in airfares, hotel prices, and recreation prices.\"Additionally, Goldman expects strong monthly readings in used cars (+6%) and new cars (+0.5%), reflecting \"one-time\" supply chain disruptions and microchip shortages.\nAnd while the Fed is more concerned with PCE inflation rather than CPI, Goldman concludes that even though the inflation burst is transitory, \"it will be interesting to see how markets react to a 3.5%+ inflation report in a monetary regime that presumably is focused on keeping inflation around 2%.\"","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320477263,"gmtCreate":1615172885052,"gmtModify":1703485178377,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SFTW\">$Osprey Technology Acquisition Corp(SFTW)$</a>What will happen today?","listText":"<a href=\"https://laohu8.com/S/SFTW\">$Osprey Technology Acquisition Corp(SFTW)$</a>What will happen today?","text":"$Osprey Technology Acquisition Corp(SFTW)$What will happen today?","images":[{"img":"https://static.tigerbbs.com/cf83c9986422569c5b83b809679bcf0e","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/320477263","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":329361821,"gmtCreate":1615209356063,"gmtModify":1703485684359,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"When is green week?","listText":"When is green week?","text":"When is green week?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/329361821","repostId":"1159761864","repostType":4,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143759989,"gmtCreate":1625819589141,"gmtModify":1631891323991,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143759989","repostId":"1116278502","repostType":4,"repost":{"id":"1116278502","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":1625819152,"share":"https://www.laohu8.com/m/news/1116278502?lang=zh_CN&edition=full","pubTime":"2021-07-09 16:25","market":"us","language":"en","title":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116278502","media":"Tiger Newspress","summary":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan S","content":"<p>TSMC&nbsp;shares gains&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;Second-Quarter Revenue Jumps 20% on Chip Demand.</p><p><blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p><p><blockquote>台积电公司报告称，由于该公司竞相满足汽车和其他行业对芯片的需求，季度销售额增长了20%。</blockquote></p><p> Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p><p><blockquote>截至6月份的季度销售额为3,721亿新台币（合133亿美元），与分析师平均预期的3,713亿新台币一致。6月营收为新台币1485亿元，同比增长23%。</blockquote></p><p> “TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p><p><blockquote>“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消其大规模资本支出带来的利润压力。与此同时，台积电在EUV方面的技术/生产力突破应该会扩大其与同行的技术差距，并确保更好的成本领先技术节点的结构，”花旗分析师Roland Shu和Grant Chi在最近的一份报告中写道。</blockquote></p><p> Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</p><p><blockquote>本周早些时候，戴姆勒和捷豹路虎警告称，持续的芯片短缺将进一步削减销量，后者表示第二季度的交付量将比最初想象的差50%。台积电规模较小的竞争对手联华电子周三表示，芯片需求可能会持续超过供应，直到2023年。</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>TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</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\">\nTSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-09 16:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC&nbsp;shares gains&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;Second-Quarter Revenue Jumps 20% on Chip Demand.</p><p><blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p><p><blockquote>台积电公司报告称，由于该公司竞相满足汽车和其他行业对芯片的需求，季度销售额增长了20%。</blockquote></p><p> Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p><p><blockquote>截至6月份的季度销售额为3,721亿新台币（合133亿美元），与分析师平均预期的3,713亿新台币一致。6月营收为新台币1485亿元，同比增长23%。</blockquote></p><p> “TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p><p><blockquote>“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消其大规模资本支出带来的利润压力。与此同时，台积电在EUV方面的技术/生产力突破应该会扩大其与同行的技术差距，并确保更好的成本领先技术节点的结构，”花旗分析师Roland Shu和Grant Chi在最近的一份报告中写道。</blockquote></p><p> Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</p><p><blockquote>本周早些时候，戴姆勒和捷豹路虎警告称，持续的芯片短缺将进一步削减销量，后者表示第二季度的交付量将比最初想象的差50%。台积电规模较小的竞争对手联华电子周三表示，芯片需求可能会持续超过供应，直到2023年。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116278502","content_text":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.\nSales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.\n“TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.\nEarlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156426137,"gmtCreate":1625234807129,"gmtModify":1631891323989,"author":{"id":"3577175459019385","authorId":"3577175459019385","name":"YF2021","avatar":"https://static.tigerbbs.com/b09409a56cf2590d7bd39108c557d662","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577175459019385","authorIdStr":"3577175459019385"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156426137","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://www.laohu8.com/m/news/1196057674?lang=zh_CN&edition=full","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</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>5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Warren Buffett Favorites To Keep An Eye On<blockquote>沃伦·巴菲特最喜欢关注的5个</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-02 20:41</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>其旗舰产品年初至今的回报率为21%，令人印象深刻<b>伯克希尔哈撒韦公司</b>（纽约证券交易所代码：BRKA）（纽约证券交易所代码：BRKB）2021年上半年。</blockquote></p><p> Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p><p><blockquote>以下是巴菲特和伯克希尔哈撒韦公司持有的五只股票，它们可能在2021年下半年出现强劲上涨。</blockquote></p><p> <b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p><p><blockquote><b>1.怡安：</b>今年早些时候，伯克希尔哈撒韦公司初步涉足保险经纪业务<b>怡安plc</b>（纽约证券交易所代码：怡安）。该公司股价今年迄今已上涨15%，可能会有更多上涨空间，也可能是巴菲特增持的头寸。</blockquote></p><p> Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p><p><blockquote>怡安公布第一季度收入同比增长10%，其中有机收入增长6%。该公司的利润率有所提高，每股收益同比增长22%。怡安宣布了一项针对COVID-19疫苗的供应链全球保护计划，这可能是下一份收益报告中的一个亮点。</blockquote></p><p> <b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p><p><blockquote><b>2.苹果：</b>2021年上半年，科技股出现了几次反弹。尽管上涨，科技巨头的股价<b>苹果公司</b>（纳斯达克：AAPL）2021年上半年交易持平。</blockquote></p><p> Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p><p><blockquote>苹果是Berkshire Hathaway投资组合中持有的最大股票。这家iPhone制造商仍然是创新者，不应忽视下半年更多产品发布和公告，这可能会推高该股股价。</blockquote></p><p> <b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p><p><blockquote><b>3.美国银行：</b> <b>美国银行公司</b>（纽约证券交易所股票代码：BAC）是巴菲特的大量持股，也是他持有的几只银行股之一。巴菲特大幅降低了公司在<b>富国银行公司</b>（纽约证券交易所股票代码：WFC），该公司曾持有该股票10%，并于1989年开始投资。</blockquote></p><p> Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p><p><blockquote>美国银行可能是巴菲特最喜欢的银行股，该公司报告第一季度消费者投资资产和客户余额创历史新高。</blockquote></p><p> Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p><p><blockquote>第一季度收入为228亿美元，同比持平，但多个领域的需求和增长强劲。该公司于6月底宣布将季度股息从18美分提高至21美分，并可能在通过新的银行压力测试后继续提高股息。</blockquote></p><p> <b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p><p><blockquote><b>4.可口可乐：</b>巴菲特的最爱之一是<b>可口可乐公司</b>（纽约证券交易所代码：KO）。由于许多消费食品和饮料公司都获得了正回报，这家饮料巨头的股价在2021年上半年下跌了1%。该公司可能会进行类似于<b>怪兽饮料公司</b>（纳斯达克：MNST）或进一步推进酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p><p><blockquote><b>5.威瑞森：</b>本公司之股份<b>Verizon通信</b>（纽约证券交易所股票代码：VZ）2021年上半年下跌约4%。该公司报告第一季度总收入为329亿美元，同比增长4%。该公司的几个核心业务部门实现了个位数增长。</blockquote></p><p> A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p><p><blockquote>在全国范围内转向5G可能会帮助像Verizon这样的公司，加上近5%的股息收益率，可能会使这家通信巨头成为2021年下半年值得关注的股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BAC":"美国银行","BRK.B":"伯克希尔B","KO":"可口可乐","WFC":"富国银行","AON":"怡安保险","BRK.A":"伯克希尔","MNST":"怪物饮料"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.","news_type":1,"symbols_score_info":{"BAC":0.9,"MNST":0.9,"BRK.A":0.9,"AON":0.9,"WFC":0.9,"AAPL":0.9,"BRK.B":0.9,"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":2761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}