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33bd7403
2021-04-15
Interesting
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33bd7403
2021-04-15
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Wall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>
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19:30","market":"us","language":"en","title":"Wall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128319234","media":"seekingalpha","summary":"Retail reboundThe market will get some insight into how much the consumer is participating in the ec","content":"<p><b>Retail rebound</b></p><p><blockquote><b>零售反弹</b></blockquote></p><p>The market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.</p><p><blockquote>通过今天最新的零售销售数据，市场将深入了解消费者在多大程度上参与了经济复苏。标准普尔期货 (SPX)、纳斯达克期货 (NDX:IND) 和道琼斯期货 (INDU) 均为绿色。</blockquote></p><p>The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.</p><p><blockquote>商务部将于美国东部时间上午 8:30 发布 3 月份零售销售数据。平均而言，经济学家正在寻求强劲反弹，销售额增长 5.9%，而 2 月份则下降了 3%。不包括汽车的核心零售额预计将增长 5%，扭转上月 2.7% 的跌幅。自去年实施封锁措施以来，短短四个月内零售额就出现了增长，最近一次是 1 月份增长了 5.3%。</blockquote></p><p>If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.</p><p><blockquote>如果销售额如预期增长，这将是一个很好的迹象，表明最新一轮1400美元的直接支票正在进入经济，提供白宫想要的刺激。错过可能表明资金被引导到其他渠道，例如储蓄或资产购买。纽约联储上周表示，每笔刺激资金中有42美分被节省，而25%的资金被花掉，其余用于偿还债务。</blockquote></p><p>Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.</p><p><blockquote>再通胀交易：对于股市来说，强劲的零售销售数据可能会引发有利于周期性商品的再通胀交易，而周期性商品最近已经失去了动力。尽管发生了许多影响市场的事件，标准普尔 (NYSEARCA:SPY) 仍难以在这两个方向上获得牵引力，本周下跌 0.1%。</blockquote></p><p>“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.</p><p><blockquote>“瑞银全球财富管理公司首席信息官马克-海费勒（Mark Haefele）说：”通货膨胀再膨胀交易一直在进行春假。据彭博社报道，他补充说：“我们认为，随着疫苗接种的推广和经济复苏，投资者应继续为通货膨胀做好准备”。金融(NYSEARCA:XLF)、工业(NYSEARCA:XLI)和能源(NYSEARCA:XLE)可能跑赢大盘。</blockquote></p><p>Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.</p><p><blockquote>巴克莱策略师伊曼纽尔·考表示，价值作为对冲过热的手段很有吸引力，但他对休闲、食品零售和汽车的看法不太乐观。</blockquote></p><p>Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.</p><p><blockquote>经济加速，但仍温和：美联储昨天发布的褐皮书称，美国经济正在以温和的速度加速，而一些受疫情打击最严重的行业正在显示出复苏迹象。</blockquote></p><p>\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.</p><p><blockquote>报告称：“旅游业报告更加乐观，这得益于休闲活动和旅游需求的回升，联系人将其归因于春假、与大流行相关的限制放松、疫苗接种增加以及最近的刺激付款等因素。”</blockquote></p><p>Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"</p><p><blockquote>DataTrek Research 写道，经济增长和消费者支出“在过去 6 周内加速，被压抑的休闲活动和旅游需求开始实现”。“通胀有所回升，企业面临着劳动力短缺和供应链中断的双重问题。最后，我们继续同意美联储的观点，即近期通胀是暂时的，而不是结构性的，因此我们认为鲍威尔主席不会将这些通胀压力视为重大危险信号”。</blockquote></p><p>\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"</p><p><blockquote>“此外，最新的美联储褐皮书报告继续显示雇主在吸引工人重返劳动力市场方面面临的挑战，”DataTrek 补充道。“随着疫苗的推广和托儿服务的普及，这需要时间，而这些因素都是鲍威尔主席无法控制的。这就是为什么他和美联储继续发出信号，至少在2022年之前将利率维持在接近于零的水平，让经济足够火热，以实现他们的双重使命”。</blockquote></p><p><b>ARK Invest snaps up Coinbase</b></p><p><blockquote><b>方舟投资收购 Coinbase</b></blockquote></p><p>ARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.</p><p><blockquote>ARK Investment Management 为三只不同的基金购买了新上市的 Coinbase Global（纳斯达克股票代码：COIN）的股票，同时出售了部分特斯拉（纳斯达克股票代码：TSLA）持有的股票。</blockquote></p><p>Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.</p><p><blockquote>Cathie Wood 为 ARK Fintech Innovation ETF (NYSEARCA:ARKF) 购买了 89,589 股 Coinbase 股票。她为旗舰 ARK Innovation ETF（NYSEARCA:ARKK）购买了 512,535 股加密货币交易平台股票。她还向 ARK 下一代互联网 ETF（NYSEARCA:ARKW）添加了 147,081 股硬币股票。这是价值约 2.46 亿美元的 Coinbase 股票。</blockquote></p><p>\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.</p><p><blockquote>伍德告诉彭博社：“从现在和五年后，逢低买入（Coinbase）的机会将会很大。”ARK 认为机构兴趣可能会使比特币 (BTC-USD) 的价格增加 50 万美元。ARK 从 ARKK 出售了 185,712 股特斯拉股票，从 ARKW 出售了 57,043 股该汽车制造商股票。特斯拉是 ARKW 和 ARKK 的最大持股。Coinbase 昨天首次亮相时上涨了 30%，但收盘价较当天开盘时下跌。</blockquote></p><p><b>SpaceX valued at $74B</b></p><p><blockquote><b>SpaceX 估值为 $74B</b></blockquote></p><p>SpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.</p><p><blockquote>根据 SEC 提交的文件，SpaceX (SPACE) 增加了上次股权融资的规模。该公司在之前报告的 8.5 亿美元基础上又筹集了 3.14 亿美元。新的总股本筹集了 1.16B 美元，SpaceX 的估值约为 74B 美元。</blockquote></p><p></p><p>Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.</p><p><blockquote>SpaceX 的投资者可能会从 Starlink (STRLK) 互联网卫星业务中寻求回报。有猜测称，星链将在某个时候进行首次公开募股。从 SpaceX 的发射计划来看，计划最早于 2022 年进行月球之旅，猎鹰 9 号火箭将代表阿拉伯联合酋长国运送一辆探索漫游车。</blockquote></p><p><b>Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.</b></p><p><blockquote><b>据称，自动驾驶卡车初创公司图森未来在 IPO 中筹集了 13.5 亿美元。</b></blockquote></p><p>Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.</p><p><blockquote>据称，自动驾驶卡车初创公司图森未来 (TSP) 在 IPO 中筹集了 1.35B 美元，股价为 40 美元，高于之前的区间。据彭博社报道，图森未来和一名出售股东以每股 40 美元的价格出售了 3400 万股股票，高于 35-39 美元的预估价格。</blockquote></p><p>The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).</p><p><blockquote>该公司得到了战略投资者的支持，包括大众汽车公司（OTCPK:VLKAF）的重型卡车业务 Traton Group、Navistar（NYSE:NAV）、固特异（NASDAQ:GT）、U.S. Xpress（NYSE:USX）、NVIDIA（NASDAQ:NVDA）和联合包裹服务公司（NYSE:UPS）。</blockquote></p><p><b>Lucid Motors says its new electric vehicle is ready for the cold stuff</b></p><p><blockquote><b>Lucid Motors 表示其新型电动汽车已做好应对寒冷天气的准备</b></blockquote></p><p>Lucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.</p><p><blockquote>Lucid Motors (LUCIDM) 更新了在 -40 摄氏度的 Lucid Air 上进行的寒冷天气测试。</blockquote></p><p>\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"</p><p><blockquote>“Lucid Air 满足了所有寒冷天气测试目标，从快速预热到启动、充电等等。尽管气温寒冷，车内的安静程度依然令人瞩目。通常情况下，随着温度下降，车辆内部部件的噪音会越来越大。Lucid Air 则不然。它的 NVH 方面（即噪音、振动和粗糙度等级）的测试非常出色。”对于豪华车车主来说，这是一个至关重要的结果。”</blockquote></p><p><b>What else is happening...</b></p><p><blockquote><b>还发生了什么……</b></blockquote></p><p>Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.</p><p><blockquote>台积电（纽约证券交易所股票代码：TSM）超过预期每股收益为 0.04 美元，收入超出预期。 Shopify（纽约证券交易所股票代码：SHOP）在增长推动中失去了一些关键高管。比特币 (BTC-USD) 徘徊在历史新高附近。由于需求前景强劲，石油 (CL1:COM) 触及三月中旬以来的最高水平。高盛表示，由于绿色转型，铜（HG1:COM）有望在2025年达到1.5万美元/吨。</blockquote></p><p><b>Today's Markets</b></p><p><blockquote><b>今日市场</b></blockquote></p><p><b>In Asia,</b>Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.</p><p><blockquote><b>在亚洲，</b>日本+0.1%。香港-0.4%。中国-0.5%。印度+0.6%。</blockquote></p><p><b>In Europe,</b>at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.</p><p><blockquote><b>在欧洲，</b>午盘，伦敦+0.4%。巴黎+0.3%。法兰克福+0.3%。</blockquote></p><p><b>Futures at 6:20,</b>Dow+0.4%. S&P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.</p><p><blockquote><b>期货6:20，</b>道琼斯指数+0.4%。标准普尔+0.4%。纳斯达克+0.5%。原油-0.7%至62.70美元。黄金+0.6%，至1747.60美元。比特币-2%至62311美元。</blockquote></p><p><b>Ten-year Treasury Yield</b>-2 bps to1.615%</p><p><blockquote><b>十年期国债收益率</b>-2个基点至1.615%</blockquote></p><p><b>Today's Economic Calendar</b></p><p><blockquote><b>今日经济日历</b></blockquote></p><p>8:30 Initial Jobless Claims</p><p><blockquote>8:30 首次申请失业救济人数</blockquote></p><p>8:30 Philly Fed Business Outlook</p><p><blockquote>8:30 费城联储商业展望</blockquote></p><p>8:30 Retail Sales</p><p><blockquote>8:30 零售销售</blockquote></p><p>8:30 Empire State Mfg Survey</p><p><blockquote>8:30 帝国大厦制造调查</blockquote></p><p>9:15 Industrial Production</p><p><blockquote>9:15 工业生产</blockquote></p><p>10:00 Business Inventories</p><p><blockquote>10:00 商业库存</blockquote></p><p>10:00 NAHB Housing Market Index</p><p><blockquote>10:00 NAHB 房地产市场指数</blockquote></p><p>10:30 EIA Natural Gas Inventory</p><p><blockquote>10:30 EIA天然气库存</blockquote></p><p>11:30 Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"</p><p><blockquote>11:30 美联储博斯蒂克：“大西洋月刊的进展报告：黑人社区的状况”</blockquote></p><p>2:00 PMFed’s Daly Speech</p><p><blockquote>下午 2:00 美联储戴利演讲</blockquote></p><p>4:00 PMFed’s Mester: \"Economic Inclusion\"</p><p><blockquote>下午 4:00 美联储大师：“经济包容性”</blockquote></p><p>4:00 PMTreasury International Capital</p><p><blockquote>下午 4:00 财政部国际资本</blockquote></p><p>4:30 PMFed Balance Sheet</p><p><blockquote>下午 4:30 美联储资产负债表</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>Wall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</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\">\nWall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-15 19:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Retail rebound</b></p><p><blockquote><b>零售反弹</b></blockquote></p><p>The market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.</p><p><blockquote>通过今天最新的零售销售数据，市场将深入了解消费者在多大程度上参与了经济复苏。标准普尔期货 (SPX)、纳斯达克期货 (NDX:IND) 和道琼斯期货 (INDU) 均为绿色。</blockquote></p><p>The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.</p><p><blockquote>商务部将于美国东部时间上午 8:30 发布 3 月份零售销售数据。平均而言，经济学家正在寻求强劲反弹，销售额增长 5.9%，而 2 月份则下降了 3%。不包括汽车的核心零售额预计将增长 5%，扭转上月 2.7% 的跌幅。自去年实施封锁措施以来，短短四个月内零售额就出现了增长，最近一次是 1 月份增长了 5.3%。</blockquote></p><p>If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.</p><p><blockquote>如果销售额如预期增长，这将是一个很好的迹象，表明最新一轮1400美元的直接支票正在进入经济，提供白宫想要的刺激。错过可能表明资金被引导到其他渠道，例如储蓄或资产购买。纽约联储上周表示，每笔刺激资金中有42美分被节省，而25%的资金被花掉，其余用于偿还债务。</blockquote></p><p>Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.</p><p><blockquote>再通胀交易：对于股市来说，强劲的零售销售数据可能会引发有利于周期性商品的再通胀交易，而周期性商品最近已经失去了动力。尽管发生了许多影响市场的事件，标准普尔 (NYSEARCA:SPY) 仍难以在这两个方向上获得牵引力，本周下跌 0.1%。</blockquote></p><p>“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.</p><p><blockquote>“瑞银全球财富管理公司首席信息官马克-海费勒（Mark Haefele）说：”通货膨胀再膨胀交易一直在进行春假。据彭博社报道，他补充说：“我们认为，随着疫苗接种的推广和经济复苏，投资者应继续为通货膨胀做好准备”。金融(NYSEARCA:XLF)、工业(NYSEARCA:XLI)和能源(NYSEARCA:XLE)可能跑赢大盘。</blockquote></p><p>Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.</p><p><blockquote>巴克莱策略师伊曼纽尔·考表示，价值作为对冲过热的手段很有吸引力，但他对休闲、食品零售和汽车的看法不太乐观。</blockquote></p><p>Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.</p><p><blockquote>经济加速，但仍温和：美联储昨天发布的褐皮书称，美国经济正在以温和的速度加速，而一些受疫情打击最严重的行业正在显示出复苏迹象。</blockquote></p><p>\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.</p><p><blockquote>报告称：“旅游业报告更加乐观，这得益于休闲活动和旅游需求的回升，联系人将其归因于春假、与大流行相关的限制放松、疫苗接种增加以及最近的刺激付款等因素。”</blockquote></p><p>Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"</p><p><blockquote>DataTrek Research 写道，经济增长和消费者支出“在过去 6 周内加速，被压抑的休闲活动和旅游需求开始实现”。“通胀有所回升，企业面临着劳动力短缺和供应链中断的双重问题。最后，我们继续同意美联储的观点，即近期通胀是暂时的，而不是结构性的，因此我们认为鲍威尔主席不会将这些通胀压力视为重大危险信号”。</blockquote></p><p>\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"</p><p><blockquote>“此外，最新的美联储褐皮书报告继续显示雇主在吸引工人重返劳动力市场方面面临的挑战，”DataTrek 补充道。“随着疫苗的推广和托儿服务的普及，这需要时间，而这些因素都是鲍威尔主席无法控制的。这就是为什么他和美联储继续发出信号，至少在2022年之前将利率维持在接近于零的水平，让经济足够火热，以实现他们的双重使命”。</blockquote></p><p><b>ARK Invest snaps up Coinbase</b></p><p><blockquote><b>方舟投资收购 Coinbase</b></blockquote></p><p>ARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.</p><p><blockquote>ARK Investment Management 为三只不同的基金购买了新上市的 Coinbase Global（纳斯达克股票代码：COIN）的股票，同时出售了部分特斯拉（纳斯达克股票代码：TSLA）持有的股票。</blockquote></p><p>Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.</p><p><blockquote>Cathie Wood 为 ARK Fintech Innovation ETF (NYSEARCA:ARKF) 购买了 89,589 股 Coinbase 股票。她为旗舰 ARK Innovation ETF（NYSEARCA:ARKK）购买了 512,535 股加密货币交易平台股票。她还向 ARK 下一代互联网 ETF（NYSEARCA:ARKW）添加了 147,081 股硬币股票。这是价值约 2.46 亿美元的 Coinbase 股票。</blockquote></p><p>\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.</p><p><blockquote>伍德告诉彭博社：“从现在和五年后，逢低买入（Coinbase）的机会将会很大。”ARK 认为机构兴趣可能会使比特币 (BTC-USD) 的价格增加 50 万美元。ARK 从 ARKK 出售了 185,712 股特斯拉股票，从 ARKW 出售了 57,043 股该汽车制造商股票。特斯拉是 ARKW 和 ARKK 的最大持股。Coinbase 昨天首次亮相时上涨了 30%，但收盘价较当天开盘时下跌。</blockquote></p><p><b>SpaceX valued at $74B</b></p><p><blockquote><b>SpaceX 估值为 $74B</b></blockquote></p><p>SpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.</p><p><blockquote>根据 SEC 提交的文件，SpaceX (SPACE) 增加了上次股权融资的规模。该公司在之前报告的 8.5 亿美元基础上又筹集了 3.14 亿美元。新的总股本筹集了 1.16B 美元，SpaceX 的估值约为 74B 美元。</blockquote></p><p></p><p>Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.</p><p><blockquote>SpaceX 的投资者可能会从 Starlink (STRLK) 互联网卫星业务中寻求回报。有猜测称，星链将在某个时候进行首次公开募股。从 SpaceX 的发射计划来看，计划最早于 2022 年进行月球之旅，猎鹰 9 号火箭将代表阿拉伯联合酋长国运送一辆探索漫游车。</blockquote></p><p><b>Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.</b></p><p><blockquote><b>据称，自动驾驶卡车初创公司图森未来在 IPO 中筹集了 13.5 亿美元。</b></blockquote></p><p>Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.</p><p><blockquote>据称，自动驾驶卡车初创公司图森未来 (TSP) 在 IPO 中筹集了 1.35B 美元，股价为 40 美元，高于之前的区间。据彭博社报道，图森未来和一名出售股东以每股 40 美元的价格出售了 3400 万股股票，高于 35-39 美元的预估价格。</blockquote></p><p>The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).</p><p><blockquote>该公司得到了战略投资者的支持，包括大众汽车公司（OTCPK:VLKAF）的重型卡车业务 Traton Group、Navistar（NYSE:NAV）、固特异（NASDAQ:GT）、U.S. Xpress（NYSE:USX）、NVIDIA（NASDAQ:NVDA）和联合包裹服务公司（NYSE:UPS）。</blockquote></p><p><b>Lucid Motors says its new electric vehicle is ready for the cold stuff</b></p><p><blockquote><b>Lucid Motors 表示其新型电动汽车已做好应对寒冷天气的准备</b></blockquote></p><p>Lucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.</p><p><blockquote>Lucid Motors (LUCIDM) 更新了在 -40 摄氏度的 Lucid Air 上进行的寒冷天气测试。</blockquote></p><p>\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"</p><p><blockquote>“Lucid Air 满足了所有寒冷天气测试目标，从快速预热到启动、充电等等。尽管气温寒冷，车内的安静程度依然令人瞩目。通常情况下，随着温度下降，车辆内部部件的噪音会越来越大。Lucid Air 则不然。它的 NVH 方面（即噪音、振动和粗糙度等级）的测试非常出色。”对于豪华车车主来说，这是一个至关重要的结果。”</blockquote></p><p><b>What else is happening...</b></p><p><blockquote><b>还发生了什么……</b></blockquote></p><p>Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.</p><p><blockquote>台积电（纽约证券交易所股票代码：TSM）超过预期每股收益为 0.04 美元，收入超出预期。 Shopify（纽约证券交易所股票代码：SHOP）在增长推动中失去了一些关键高管。比特币 (BTC-USD) 徘徊在历史新高附近。由于需求前景强劲，石油 (CL1:COM) 触及三月中旬以来的最高水平。高盛表示，由于绿色转型，铜（HG1:COM）有望在2025年达到1.5万美元/吨。</blockquote></p><p><b>Today's Markets</b></p><p><blockquote><b>今日市场</b></blockquote></p><p><b>In Asia,</b>Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.</p><p><blockquote><b>在亚洲，</b>日本+0.1%。香港-0.4%。中国-0.5%。印度+0.6%。</blockquote></p><p><b>In Europe,</b>at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.</p><p><blockquote><b>在欧洲，</b>午盘，伦敦+0.4%。巴黎+0.3%。法兰克福+0.3%。</blockquote></p><p><b>Futures at 6:20,</b>Dow+0.4%. S&P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.</p><p><blockquote><b>期货6:20，</b>道琼斯指数+0.4%。标准普尔+0.4%。纳斯达克+0.5%。原油-0.7%至62.70美元。黄金+0.6%，至1747.60美元。比特币-2%至62311美元。</blockquote></p><p><b>Ten-year Treasury Yield</b>-2 bps to1.615%</p><p><blockquote><b>十年期国债收益率</b>-2个基点至1.615%</blockquote></p><p><b>Today's Economic Calendar</b></p><p><blockquote><b>今日经济日历</b></blockquote></p><p>8:30 Initial Jobless Claims</p><p><blockquote>8:30 首次申请失业救济人数</blockquote></p><p>8:30 Philly Fed Business Outlook</p><p><blockquote>8:30 费城联储商业展望</blockquote></p><p>8:30 Retail Sales</p><p><blockquote>8:30 零售销售</blockquote></p><p>8:30 Empire State Mfg Survey</p><p><blockquote>8:30 帝国大厦制造调查</blockquote></p><p>9:15 Industrial Production</p><p><blockquote>9:15 工业生产</blockquote></p><p>10:00 Business Inventories</p><p><blockquote>10:00 商业库存</blockquote></p><p>10:00 NAHB Housing Market Index</p><p><blockquote>10:00 NAHB 房地产市场指数</blockquote></p><p>10:30 EIA Natural Gas Inventory</p><p><blockquote>10:30 EIA天然气库存</blockquote></p><p>11:30 Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"</p><p><blockquote>11:30 美联储博斯蒂克：“大西洋月刊的进展报告：黑人社区的状况”</blockquote></p><p>2:00 PMFed’s Daly Speech</p><p><blockquote>下午 2:00 美联储戴利演讲</blockquote></p><p>4:00 PMFed’s Mester: \"Economic Inclusion\"</p><p><blockquote>下午 4:00 美联储大师：“经济包容性”</blockquote></p><p>4:00 PMTreasury International Capital</p><p><blockquote>下午 4:00 财政部国际资本</blockquote></p><p>4:30 PMFed Balance Sheet</p><p><blockquote>下午 4:30 美联储资产负债表</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4419172-wall-street-breakfast-retail-rebound\">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":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4419172-wall-street-breakfast-retail-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128319234","content_text":"Retail reboundThe market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"ARK Invest snaps up CoinbaseARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.SpaceX valued at $74BSpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).Lucid Motors says its new electric vehicle is ready for the cold stuffLucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"What else is happening...Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.Today's MarketsIn Asia,Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.In Europe,at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.Futures at 6:20,Dow+0.4%. S&P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.Ten-year Treasury Yield-2 bps to1.615%Today's Economic Calendar8:30 Initial Jobless Claims8:30 Philly Fed Business Outlook8:30 Retail Sales8:30 Empire State Mfg Survey9:15 Industrial Production10:00 Business Inventories10:00 NAHB Housing Market Index10:30 EIA Natural Gas Inventory11:30 Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"2:00 PMFed’s Daly Speech4:00 PMFed’s Mester: \"Economic Inclusion\"4:00 PMTreasury International Capital4:30 PMFed Balance Sheet","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":347634288,"gmtCreate":1618492304144,"gmtModify":1634292584722,"author":{"id":"3577614128508291","authorId":"3577614128508291","name":"33bd7403","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577614128508291","authorIdStr":"3577614128508291"},"themes":[],"title":"","htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347634288","repostId":"2127001678","repostType":4,"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347635717,"gmtCreate":1618492222339,"gmtModify":1634292585182,"author":{"id":"3577614128508291","authorId":"3577614128508291","name":"33bd7403","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577614128508291","authorIdStr":"3577614128508291"},"themes":[],"title":"","htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347635717","repostId":"1128319234","repostType":4,"repost":{"id":"1128319234","kind":"news","pubTimestamp":1618486201,"share":"https://www.laohu8.com/m/news/1128319234?lang=zh_CN&edition=full","pubTime":"2021-04-15 19:30","market":"us","language":"en","title":"Wall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128319234","media":"seekingalpha","summary":"Retail reboundThe market will get some insight into how much the consumer is participating in the ec","content":"<p><b>Retail rebound</b></p><p><blockquote><b>零售反弹</b></blockquote></p><p>The market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.</p><p><blockquote>通过今天最新的零售销售数据，市场将深入了解消费者在多大程度上参与了经济复苏。标准普尔期货 (SPX)、纳斯达克期货 (NDX:IND) 和道琼斯期货 (INDU) 均为绿色。</blockquote></p><p>The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.</p><p><blockquote>商务部将于美国东部时间上午 8:30 发布 3 月份零售销售数据。平均而言，经济学家正在寻求强劲反弹，销售额增长 5.9%，而 2 月份则下降了 3%。不包括汽车的核心零售额预计将增长 5%，扭转上月 2.7% 的跌幅。自去年实施封锁措施以来，短短四个月内零售额就出现了增长，最近一次是 1 月份增长了 5.3%。</blockquote></p><p>If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.</p><p><blockquote>如果销售额如预期增长，这将是一个很好的迹象，表明最新一轮1400美元的直接支票正在进入经济，提供白宫想要的刺激。错过可能表明资金被引导到其他渠道，例如储蓄或资产购买。纽约联储上周表示，每笔刺激资金中有42美分被节省，而25%的资金被花掉，其余用于偿还债务。</blockquote></p><p>Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.</p><p><blockquote>再通胀交易：对于股市来说，强劲的零售销售数据可能会引发有利于周期性商品的再通胀交易，而周期性商品最近已经失去了动力。尽管发生了许多影响市场的事件，标准普尔 (NYSEARCA:SPY) 仍难以在这两个方向上获得牵引力，本周下跌 0.1%。</blockquote></p><p>“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.</p><p><blockquote>“瑞银全球财富管理公司首席信息官马克-海费勒（Mark Haefele）说：”通货膨胀再膨胀交易一直在进行春假。据彭博社报道，他补充说：“我们认为，随着疫苗接种的推广和经济复苏，投资者应继续为通货膨胀做好准备”。金融(NYSEARCA:XLF)、工业(NYSEARCA:XLI)和能源(NYSEARCA:XLE)可能跑赢大盘。</blockquote></p><p>Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.</p><p><blockquote>巴克莱策略师伊曼纽尔·考表示，价值作为对冲过热的手段很有吸引力，但他对休闲、食品零售和汽车的看法不太乐观。</blockquote></p><p>Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.</p><p><blockquote>经济加速，但仍温和：美联储昨天发布的褐皮书称，美国经济正在以温和的速度加速，而一些受疫情打击最严重的行业正在显示出复苏迹象。</blockquote></p><p>\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.</p><p><blockquote>报告称：“旅游业报告更加乐观，这得益于休闲活动和旅游需求的回升，联系人将其归因于春假、与大流行相关的限制放松、疫苗接种增加以及最近的刺激付款等因素。”</blockquote></p><p>Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"</p><p><blockquote>DataTrek Research 写道，经济增长和消费者支出“在过去 6 周内加速，被压抑的休闲活动和旅游需求开始实现”。“通胀有所回升，企业面临着劳动力短缺和供应链中断的双重问题。最后，我们继续同意美联储的观点，即近期通胀是暂时的，而不是结构性的，因此我们认为鲍威尔主席不会将这些通胀压力视为重大危险信号”。</blockquote></p><p>\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"</p><p><blockquote>“此外，最新的美联储褐皮书报告继续显示雇主在吸引工人重返劳动力市场方面面临的挑战，”DataTrek 补充道。“随着疫苗的推广和托儿服务的普及，这需要时间，而这些因素都是鲍威尔主席无法控制的。这就是为什么他和美联储继续发出信号，至少在2022年之前将利率维持在接近于零的水平，让经济足够火热，以实现他们的双重使命”。</blockquote></p><p><b>ARK Invest snaps up Coinbase</b></p><p><blockquote><b>方舟投资收购 Coinbase</b></blockquote></p><p>ARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.</p><p><blockquote>ARK Investment Management 为三只不同的基金购买了新上市的 Coinbase Global（纳斯达克股票代码：COIN）的股票，同时出售了部分特斯拉（纳斯达克股票代码：TSLA）持有的股票。</blockquote></p><p>Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.</p><p><blockquote>Cathie Wood 为 ARK Fintech Innovation ETF (NYSEARCA:ARKF) 购买了 89,589 股 Coinbase 股票。她为旗舰 ARK Innovation ETF（NYSEARCA:ARKK）购买了 512,535 股加密货币交易平台股票。她还向 ARK 下一代互联网 ETF（NYSEARCA:ARKW）添加了 147,081 股硬币股票。这是价值约 2.46 亿美元的 Coinbase 股票。</blockquote></p><p>\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.</p><p><blockquote>伍德告诉彭博社：“从现在和五年后，逢低买入（Coinbase）的机会将会很大。”ARK 认为机构兴趣可能会使比特币 (BTC-USD) 的价格增加 50 万美元。ARK 从 ARKK 出售了 185,712 股特斯拉股票，从 ARKW 出售了 57,043 股该汽车制造商股票。特斯拉是 ARKW 和 ARKK 的最大持股。Coinbase 昨天首次亮相时上涨了 30%，但收盘价较当天开盘时下跌。</blockquote></p><p><b>SpaceX valued at $74B</b></p><p><blockquote><b>SpaceX 估值为 $74B</b></blockquote></p><p>SpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.</p><p><blockquote>根据 SEC 提交的文件，SpaceX (SPACE) 增加了上次股权融资的规模。该公司在之前报告的 8.5 亿美元基础上又筹集了 3.14 亿美元。新的总股本筹集了 1.16B 美元，SpaceX 的估值约为 74B 美元。</blockquote></p><p></p><p>Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.</p><p><blockquote>SpaceX 的投资者可能会从 Starlink (STRLK) 互联网卫星业务中寻求回报。有猜测称，星链将在某个时候进行首次公开募股。从 SpaceX 的发射计划来看，计划最早于 2022 年进行月球之旅，猎鹰 9 号火箭将代表阿拉伯联合酋长国运送一辆探索漫游车。</blockquote></p><p><b>Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.</b></p><p><blockquote><b>据称，自动驾驶卡车初创公司图森未来在 IPO 中筹集了 13.5 亿美元。</b></blockquote></p><p>Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.</p><p><blockquote>据称，自动驾驶卡车初创公司图森未来 (TSP) 在 IPO 中筹集了 1.35B 美元，股价为 40 美元，高于之前的区间。据彭博社报道，图森未来和一名出售股东以每股 40 美元的价格出售了 3400 万股股票，高于 35-39 美元的预估价格。</blockquote></p><p>The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).</p><p><blockquote>该公司得到了战略投资者的支持，包括大众汽车公司（OTCPK:VLKAF）的重型卡车业务 Traton Group、Navistar（NYSE:NAV）、固特异（NASDAQ:GT）、U.S. Xpress（NYSE:USX）、NVIDIA（NASDAQ:NVDA）和联合包裹服务公司（NYSE:UPS）。</blockquote></p><p><b>Lucid Motors says its new electric vehicle is ready for the cold stuff</b></p><p><blockquote><b>Lucid Motors 表示其新型电动汽车已做好应对寒冷天气的准备</b></blockquote></p><p>Lucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.</p><p><blockquote>Lucid Motors (LUCIDM) 更新了在 -40 摄氏度的 Lucid Air 上进行的寒冷天气测试。</blockquote></p><p>\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"</p><p><blockquote>“Lucid Air 满足了所有寒冷天气测试目标，从快速预热到启动、充电等等。尽管气温寒冷，车内的安静程度依然令人瞩目。通常情况下，随着温度下降，车辆内部部件的噪音会越来越大。Lucid Air 则不然。它的 NVH 方面（即噪音、振动和粗糙度等级）的测试非常出色。”对于豪华车车主来说，这是一个至关重要的结果。”</blockquote></p><p><b>What else is happening...</b></p><p><blockquote><b>还发生了什么……</b></blockquote></p><p>Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.</p><p><blockquote>台积电（纽约证券交易所股票代码：TSM）超过预期每股收益为 0.04 美元，收入超出预期。 Shopify（纽约证券交易所股票代码：SHOP）在增长推动中失去了一些关键高管。比特币 (BTC-USD) 徘徊在历史新高附近。由于需求前景强劲，石油 (CL1:COM) 触及三月中旬以来的最高水平。高盛表示，由于绿色转型，铜（HG1:COM）有望在2025年达到1.5万美元/吨。</blockquote></p><p><b>Today's Markets</b></p><p><blockquote><b>今日市场</b></blockquote></p><p><b>In Asia,</b>Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.</p><p><blockquote><b>在亚洲，</b>日本+0.1%。香港-0.4%。中国-0.5%。印度+0.6%。</blockquote></p><p><b>In Europe,</b>at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.</p><p><blockquote><b>在欧洲，</b>午盘，伦敦+0.4%。巴黎+0.3%。法兰克福+0.3%。</blockquote></p><p><b>Futures at 6:20,</b>Dow+0.4%. S&P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.</p><p><blockquote><b>期货6:20，</b>道琼斯指数+0.4%。标准普尔+0.4%。纳斯达克+0.5%。原油-0.7%至62.70美元。黄金+0.6%，至1747.60美元。比特币-2%至62311美元。</blockquote></p><p><b>Ten-year Treasury Yield</b>-2 bps to1.615%</p><p><blockquote><b>十年期国债收益率</b>-2个基点至1.615%</blockquote></p><p><b>Today's Economic Calendar</b></p><p><blockquote><b>今日经济日历</b></blockquote></p><p>8:30 Initial Jobless Claims</p><p><blockquote>8:30 首次申请失业救济人数</blockquote></p><p>8:30 Philly Fed Business Outlook</p><p><blockquote>8:30 费城联储商业展望</blockquote></p><p>8:30 Retail Sales</p><p><blockquote>8:30 零售销售</blockquote></p><p>8:30 Empire State Mfg Survey</p><p><blockquote>8:30 帝国大厦制造调查</blockquote></p><p>9:15 Industrial Production</p><p><blockquote>9:15 工业生产</blockquote></p><p>10:00 Business Inventories</p><p><blockquote>10:00 商业库存</blockquote></p><p>10:00 NAHB Housing Market Index</p><p><blockquote>10:00 NAHB 房地产市场指数</blockquote></p><p>10:30 EIA Natural Gas Inventory</p><p><blockquote>10:30 EIA天然气库存</blockquote></p><p>11:30 Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"</p><p><blockquote>11:30 美联储博斯蒂克：“大西洋月刊的进展报告：黑人社区的状况”</blockquote></p><p>2:00 PMFed’s Daly Speech</p><p><blockquote>下午 2:00 美联储戴利演讲</blockquote></p><p>4:00 PMFed’s Mester: \"Economic Inclusion\"</p><p><blockquote>下午 4:00 美联储大师：“经济包容性”</blockquote></p><p>4:00 PMTreasury International Capital</p><p><blockquote>下午 4:00 财政部国际资本</blockquote></p><p>4:30 PMFed Balance Sheet</p><p><blockquote>下午 4:30 美联储资产负债表</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>Wall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</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\">\nWall Street Breakfast: Retail Rebound<blockquote>华尔街早餐：零售业反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-15 19:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Retail rebound</b></p><p><blockquote><b>零售反弹</b></blockquote></p><p>The market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.</p><p><blockquote>通过今天最新的零售销售数据，市场将深入了解消费者在多大程度上参与了经济复苏。标准普尔期货 (SPX)、纳斯达克期货 (NDX:IND) 和道琼斯期货 (INDU) 均为绿色。</blockquote></p><p>The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.</p><p><blockquote>商务部将于美国东部时间上午 8:30 发布 3 月份零售销售数据。平均而言，经济学家正在寻求强劲反弹，销售额增长 5.9%，而 2 月份则下降了 3%。不包括汽车的核心零售额预计将增长 5%，扭转上月 2.7% 的跌幅。自去年实施封锁措施以来，短短四个月内零售额就出现了增长，最近一次是 1 月份增长了 5.3%。</blockquote></p><p>If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.</p><p><blockquote>如果销售额如预期增长，这将是一个很好的迹象，表明最新一轮1400美元的直接支票正在进入经济，提供白宫想要的刺激。错过可能表明资金被引导到其他渠道，例如储蓄或资产购买。纽约联储上周表示，每笔刺激资金中有42美分被节省，而25%的资金被花掉，其余用于偿还债务。</blockquote></p><p>Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.</p><p><blockquote>再通胀交易：对于股市来说，强劲的零售销售数据可能会引发有利于周期性商品的再通胀交易，而周期性商品最近已经失去了动力。尽管发生了许多影响市场的事件，标准普尔 (NYSEARCA:SPY) 仍难以在这两个方向上获得牵引力，本周下跌 0.1%。</blockquote></p><p>“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.</p><p><blockquote>“瑞银全球财富管理公司首席信息官马克-海费勒（Mark Haefele）说：”通货膨胀再膨胀交易一直在进行春假。据彭博社报道，他补充说：“我们认为，随着疫苗接种的推广和经济复苏，投资者应继续为通货膨胀做好准备”。金融(NYSEARCA:XLF)、工业(NYSEARCA:XLI)和能源(NYSEARCA:XLE)可能跑赢大盘。</blockquote></p><p>Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.</p><p><blockquote>巴克莱策略师伊曼纽尔·考表示，价值作为对冲过热的手段很有吸引力，但他对休闲、食品零售和汽车的看法不太乐观。</blockquote></p><p>Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.</p><p><blockquote>经济加速，但仍温和：美联储昨天发布的褐皮书称，美国经济正在以温和的速度加速，而一些受疫情打击最严重的行业正在显示出复苏迹象。</blockquote></p><p>\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.</p><p><blockquote>报告称：“旅游业报告更加乐观，这得益于休闲活动和旅游需求的回升，联系人将其归因于春假、与大流行相关的限制放松、疫苗接种增加以及最近的刺激付款等因素。”</blockquote></p><p>Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"</p><p><blockquote>DataTrek Research 写道，经济增长和消费者支出“在过去 6 周内加速，被压抑的休闲活动和旅游需求开始实现”。“通胀有所回升，企业面临着劳动力短缺和供应链中断的双重问题。最后，我们继续同意美联储的观点，即近期通胀是暂时的，而不是结构性的，因此我们认为鲍威尔主席不会将这些通胀压力视为重大危险信号”。</blockquote></p><p>\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"</p><p><blockquote>“此外，最新的美联储褐皮书报告继续显示雇主在吸引工人重返劳动力市场方面面临的挑战，”DataTrek 补充道。“随着疫苗的推广和托儿服务的普及，这需要时间，而这些因素都是鲍威尔主席无法控制的。这就是为什么他和美联储继续发出信号，至少在2022年之前将利率维持在接近于零的水平，让经济足够火热，以实现他们的双重使命”。</blockquote></p><p><b>ARK Invest snaps up Coinbase</b></p><p><blockquote><b>方舟投资收购 Coinbase</b></blockquote></p><p>ARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.</p><p><blockquote>ARK Investment Management 为三只不同的基金购买了新上市的 Coinbase Global（纳斯达克股票代码：COIN）的股票，同时出售了部分特斯拉（纳斯达克股票代码：TSLA）持有的股票。</blockquote></p><p>Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.</p><p><blockquote>Cathie Wood 为 ARK Fintech Innovation ETF (NYSEARCA:ARKF) 购买了 89,589 股 Coinbase 股票。她为旗舰 ARK Innovation ETF（NYSEARCA:ARKK）购买了 512,535 股加密货币交易平台股票。她还向 ARK 下一代互联网 ETF（NYSEARCA:ARKW）添加了 147,081 股硬币股票。这是价值约 2.46 亿美元的 Coinbase 股票。</blockquote></p><p>\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.</p><p><blockquote>伍德告诉彭博社：“从现在和五年后，逢低买入（Coinbase）的机会将会很大。”ARK 认为机构兴趣可能会使比特币 (BTC-USD) 的价格增加 50 万美元。ARK 从 ARKK 出售了 185,712 股特斯拉股票，从 ARKW 出售了 57,043 股该汽车制造商股票。特斯拉是 ARKW 和 ARKK 的最大持股。Coinbase 昨天首次亮相时上涨了 30%，但收盘价较当天开盘时下跌。</blockquote></p><p><b>SpaceX valued at $74B</b></p><p><blockquote><b>SpaceX 估值为 $74B</b></blockquote></p><p>SpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.</p><p><blockquote>根据 SEC 提交的文件，SpaceX (SPACE) 增加了上次股权融资的规模。该公司在之前报告的 8.5 亿美元基础上又筹集了 3.14 亿美元。新的总股本筹集了 1.16B 美元，SpaceX 的估值约为 74B 美元。</blockquote></p><p></p><p>Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.</p><p><blockquote>SpaceX 的投资者可能会从 Starlink (STRLK) 互联网卫星业务中寻求回报。有猜测称，星链将在某个时候进行首次公开募股。从 SpaceX 的发射计划来看，计划最早于 2022 年进行月球之旅，猎鹰 9 号火箭将代表阿拉伯联合酋长国运送一辆探索漫游车。</blockquote></p><p><b>Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.</b></p><p><blockquote><b>据称，自动驾驶卡车初创公司图森未来在 IPO 中筹集了 13.5 亿美元。</b></blockquote></p><p>Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.</p><p><blockquote>据称，自动驾驶卡车初创公司图森未来 (TSP) 在 IPO 中筹集了 1.35B 美元，股价为 40 美元，高于之前的区间。据彭博社报道，图森未来和一名出售股东以每股 40 美元的价格出售了 3400 万股股票，高于 35-39 美元的预估价格。</blockquote></p><p>The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).</p><p><blockquote>该公司得到了战略投资者的支持，包括大众汽车公司（OTCPK:VLKAF）的重型卡车业务 Traton Group、Navistar（NYSE:NAV）、固特异（NASDAQ:GT）、U.S. Xpress（NYSE:USX）、NVIDIA（NASDAQ:NVDA）和联合包裹服务公司（NYSE:UPS）。</blockquote></p><p><b>Lucid Motors says its new electric vehicle is ready for the cold stuff</b></p><p><blockquote><b>Lucid Motors 表示其新型电动汽车已做好应对寒冷天气的准备</b></blockquote></p><p>Lucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.</p><p><blockquote>Lucid Motors (LUCIDM) 更新了在 -40 摄氏度的 Lucid Air 上进行的寒冷天气测试。</blockquote></p><p>\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"</p><p><blockquote>“Lucid Air 满足了所有寒冷天气测试目标，从快速预热到启动、充电等等。尽管气温寒冷，车内的安静程度依然令人瞩目。通常情况下，随着温度下降，车辆内部部件的噪音会越来越大。Lucid Air 则不然。它的 NVH 方面（即噪音、振动和粗糙度等级）的测试非常出色。”对于豪华车车主来说，这是一个至关重要的结果。”</blockquote></p><p><b>What else is happening...</b></p><p><blockquote><b>还发生了什么……</b></blockquote></p><p>Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.</p><p><blockquote>台积电（纽约证券交易所股票代码：TSM）超过预期每股收益为 0.04 美元，收入超出预期。 Shopify（纽约证券交易所股票代码：SHOP）在增长推动中失去了一些关键高管。比特币 (BTC-USD) 徘徊在历史新高附近。由于需求前景强劲，石油 (CL1:COM) 触及三月中旬以来的最高水平。高盛表示，由于绿色转型，铜（HG1:COM）有望在2025年达到1.5万美元/吨。</blockquote></p><p><b>Today's Markets</b></p><p><blockquote><b>今日市场</b></blockquote></p><p><b>In Asia,</b>Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.</p><p><blockquote><b>在亚洲，</b>日本+0.1%。香港-0.4%。中国-0.5%。印度+0.6%。</blockquote></p><p><b>In Europe,</b>at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.</p><p><blockquote><b>在欧洲，</b>午盘，伦敦+0.4%。巴黎+0.3%。法兰克福+0.3%。</blockquote></p><p><b>Futures at 6:20,</b>Dow+0.4%. S&P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.</p><p><blockquote><b>期货6:20，</b>道琼斯指数+0.4%。标准普尔+0.4%。纳斯达克+0.5%。原油-0.7%至62.70美元。黄金+0.6%，至1747.60美元。比特币-2%至62311美元。</blockquote></p><p><b>Ten-year Treasury Yield</b>-2 bps to1.615%</p><p><blockquote><b>十年期国债收益率</b>-2个基点至1.615%</blockquote></p><p><b>Today's Economic Calendar</b></p><p><blockquote><b>今日经济日历</b></blockquote></p><p>8:30 Initial Jobless Claims</p><p><blockquote>8:30 首次申请失业救济人数</blockquote></p><p>8:30 Philly Fed Business Outlook</p><p><blockquote>8:30 费城联储商业展望</blockquote></p><p>8:30 Retail Sales</p><p><blockquote>8:30 零售销售</blockquote></p><p>8:30 Empire State Mfg Survey</p><p><blockquote>8:30 帝国大厦制造调查</blockquote></p><p>9:15 Industrial Production</p><p><blockquote>9:15 工业生产</blockquote></p><p>10:00 Business Inventories</p><p><blockquote>10:00 商业库存</blockquote></p><p>10:00 NAHB Housing Market Index</p><p><blockquote>10:00 NAHB 房地产市场指数</blockquote></p><p>10:30 EIA Natural Gas Inventory</p><p><blockquote>10:30 EIA天然气库存</blockquote></p><p>11:30 Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"</p><p><blockquote>11:30 美联储博斯蒂克：“大西洋月刊的进展报告：黑人社区的状况”</blockquote></p><p>2:00 PMFed’s Daly Speech</p><p><blockquote>下午 2:00 美联储戴利演讲</blockquote></p><p>4:00 PMFed’s Mester: \"Economic Inclusion\"</p><p><blockquote>下午 4:00 美联储大师：“经济包容性”</blockquote></p><p>4:00 PMTreasury International Capital</p><p><blockquote>下午 4:00 财政部国际资本</blockquote></p><p>4:30 PMFed Balance Sheet</p><p><blockquote>下午 4:30 美联储资产负债表</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4419172-wall-street-breakfast-retail-rebound\">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":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4419172-wall-street-breakfast-retail-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128319234","content_text":"Retail reboundThe market will get some insight into how much the consumer is participating in the economic recovery with the latest retail sales numbers today. S&P futures(SPX), Nasdaq futures(NDX:IND)and Dow futures(INDU)are all in the green.The Commerce Department will release March retail sales at 8:30 AM ET. Economists, on average, are looking for a strong rebound, with sales rising 5.9%, compared with a 3% drop in February. Core retail sales, which exclude autos, are forecast to rise 5%, reversing a 2.7% decline the month before. Retail sales have posted gains in just four months since the lockdown measures took hold last year, the most recent being a 5.3% gain for January.If sales rise as anticipated, that would be a good indication that the latest round of $1,400 direct checks are making their way into the economy, providing the stimulus intended by the White House. A miss may indicate that the money is being channeled to other avenues, such as savings or asset purchases. The New York Fed said last week that 42 cents of every stimulus dollar were being saved, while 25% of funds are being spent and the rest is being used to pay down debt.Reflation trade: For the stock market, a strong retail sales number could kick-start the reflation trade that favors cyclicals, which has lost steam of late. Despite a number of market-moving events, the S&P(NYSEARCA:SPY)has struggled to gain traction in either direction and is down 0.1% for the week.“The reflation trade has been taking a spring break,” says UBS Global Wealth Management CIO Mark Haefele. “We believe investors should continue to position for reflation” as vaccinations roll out and economies recover, he adds, according to Bloomberg. Financials(NYSEARCA:XLF), Industrials(NYSEARCA:XLI)and Energy(NYSEARCA:XLE)are likely to outperform.Barclays strategist Emmanuel Cau says value is attractive as a hedge to overheating, but he's less positive on leisure, food retail and autos.Economy accelerating, but still moderate: The Fed's Beige Book, out yesterday, said the U.S. economy is accelerating to a moderate pace, while some of the sectors hit hardest by the pandemic are showing signs of recovery.\"Reports on tourism were more upbeat, bolstered by a pickup in demand for leisure activities and travel which contacts attributed to spring break, an easing of pandemic-related restrictions, increased vaccinations, and recent stimulus payments among other factors,\" the report said.Economic growth and consumer spending \"accelerated over the last 6 weeks and pent-up demand for leisure activity and travel are starting to materialize,\" DataTrek Research writes. \"Inflation has picked up and companies face both labor shortages and supply chain disruptions. In the end, we continue to agree with the Fed that near-term inflation is transitory rather than structural, so we don’t think Chair Powell will view these inflationary pressures as a major red flag.\"\"Moreover, the latest Fed Beige Book reports continue to show employers’ challenge of pulling workers back into the labor force,\" DataTrek adds. \"That will take time as vaccines roll out and childcare becomes more accessible, factors that are out of Chair Powell’s control. That’s why he and the Fed continue to signal holding rates near zero through at least 2022 to let the economy run hot enough to achieve their dual mandate.\"ARK Invest snaps up CoinbaseARK Investment Management bought shares of newly-public Coinbase Global(NASDAQ:COIN)for three different funds, while selling some of its Tesla(NASDAQ:TSLA)holdings.Cathie Wood bought 89,589 shares of Coinbase for the ARK Fintech Innovation ETF(NYSEARCA:ARKF). She bought 512,535 shares of the crypto trading platform for the flagship ARK Innovation ETF(NYSEARCA:ARKK). And she added 147,081 COIN shares to the ARK Next Generation Internet ETF(NYSEARCA:ARKW). That was about $246M worth of Coinbase shares.\"There are going to be great opportunities from now and five years to buy (Coinbase) on dips,\" Wood told Bloomberg. ARK thinks institutional interest could add $500K to the price of Bitcoin (BTC-USD). ARK sold 185,712 shares of Tesla from ARKK and 57,043 shares of the automaker from ARKW. Tesla is the top holding in ARKW and ARKK. Coinbase rose 30% in its debut yesterday, but closed down from where it opened the day.SpaceX valued at $74BSpaceX (SPACE) increased the size of its last equity raise, according to an SEC filing. The company brought in another $314M to add to the $850M previously reported. The new total equity raise of $1.16B values SpaceX at around $74B.Investors in SpaceX are likely to be looking for a payoff from the Starlink (STRLK) Internet satellite business. There is speculation that Starlink will be set free in an IPO at some point. Looking at SpaceX's launch plans, a trip to the moon is planned for as early as 2022 with the Falcon 9 rocket slated to deliver an exploration rover on behalf of the United Arab Emirates.Self-driving truck startup TuSimple is said to have raised $1.35B in IPO.Self-driving truck startup TuSimple (TSP) is said to have raised $1.35B in an IPO, pricing the shares at $40, above an earlier range. TuSimple and a selling shareholder sold 34M shares at $40 each, above an estimated price of $35-$39, according to a Bloomberg report.The company is backed by strategic investors, including Volkswagen AG’s(OTCPK:VLKAF)heavy-truck business The Traton Group, Navistar(NYSE:NAV), Goodyear(NASDAQ:GT), U.S. Xpress(NYSE:USX), NVIDIA(NASDAQ:NVDA)and United Parcel Service(NYSE:UPS).Lucid Motors says its new electric vehicle is ready for the cold stuffLucid Motors (LUCIDM) updates on a cold weather test run on the Lucid Air at -40 degrees Celsius.\"Lucid Air hit all its cold weather testing targets from quickly warming up, to starting, charging, and more. And despite cold temperatures, the quietness of the cabin was notable. Typically, interior components of a vehicle get noisier as its temperature drops. Not Lucid Air. Its NVH aspect - or Noise, Vibration, and Harshness rating - tested exceptionally well. And for luxury vehicle owners, that's a crucial outcome.\"What else is happening...Taiwan Semiconductor(NYSE:TSM)EPS beats by $0.04, beats on revenue.Shopify(NYSE:SHOP)loses some key execsamid growth push.Bitcoin (BTC-USD)hangs near record high.Oil(CL1:COM)hits highest since mid-Marchon strong demand outlook.Copper(HG1:COM)on path to $15K/ton in 2025thanks to green transition, Goldman says.AstraZenca’s(NASDAQ:AZN)COVID-19 vaccine trumps Ocugen's Covaxinin Indian study.Today's MarketsIn Asia,Japan+0.1%. Hong Kong-0.4%. China-0.5%. India+0.6%.In Europe,at midday, London+0.4%. Paris+0.3%. Frankfurt+0.3%.Futures at 6:20,Dow+0.4%. S&P+0.4%. Nasdaq+0.5%. Crude-0.7%to $62.70. Gold+0.6%at $1747.60. Bitcoin-2%to $62311.Ten-year Treasury Yield-2 bps to1.615%Today's Economic Calendar8:30 Initial Jobless Claims8:30 Philly Fed Business Outlook8:30 Retail Sales8:30 Empire State Mfg Survey9:15 Industrial Production10:00 Business Inventories10:00 NAHB Housing Market Index10:30 EIA Natural Gas Inventory11:30 Fed's Bostic: \"The Atlantic's Progress Report: The State of the Black Community\"2:00 PMFed’s Daly Speech4:00 PMFed’s Mester: \"Economic Inclusion\"4:00 PMTreasury International Capital4:30 PMFed Balance Sheet","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
