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Huatmoney
2021-12-24
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@明亮蓝影:以梦为马,不负韶华——美股2021年度总结
Huatmoney
2021-12-23
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@知行合一的凯哥:小米,2021锥心的痛
Huatmoney
2021-08-08
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Huatmoney
2021-08-04
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2021-08-03
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Huatmoney
2021-08-02
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Huatmoney
2021-07-20
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Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation<blockquote>收益率暴跌背后:这是一个增长故事,而不是对通胀的反思</blockquote>
Huatmoney
2021-07-16
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Huatmoney
2021-07-11
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The Meme Stock Trade Is Far From Over. What Investors Need to Know.<blockquote>模因股票交易远未结束。投资者需要了解的内容。</blockquote>
Huatmoney
2021-07-10
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Huatmoney
2021-07-08
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Huatmoney
2021-07-02
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5 Warren Buffett Favorites To Keep An Eye On<blockquote>值得关注的 5 个沃伦·巴菲特最爱</blockquote>
Huatmoney
2021-07-02
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5 Warren Buffett Favorites To Keep An Eye On<blockquote>值得关注的 5 个沃伦·巴菲特最爱</blockquote>
Huatmoney
2021-06-29
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Huatmoney
2021-06-28
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Huatmoney
2021-06-27
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Huatmoney
2021-06-26
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Huatmoney
2021-06-25
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Huatmoney
2021-06-23
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2021-06-23
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target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 为我贡献了大部分收益,两只股票的","listText":"曾经每年底都为年终总结头痛,这一年着实过了人生最轻松惬意的时光,可这毫无动力的日子也把自己变得越来越懒,本来十一月就打算写这篇总结的,一直拖到现在,还好距离2021年结束还有几天时间,也算按时完成了作业。先给朋友们道个歉,原计划坚持写的总结,今年加起来一共才写两篇,距离目标太远,除了各方面原因,根源还是太懒,请原谅呀。这段时间也看到朋友们写的总结,有很多虎友取得了很高的收益,为你们点赞的同时也羡慕不已,因为市场波动愈加剧烈,很多朋友收益不好,也祝愿各位在明年能取得更好的成绩,今天的失利是为明天的成功做准备的,不气馁不骄傲,真正的机会永远留给有准备的人。沉舟侧畔,再启征程说了很多,先上一张收益图,镇楼。8月到11月收益率这是今年8月22日到11月22日收益曲线,单看这个图,大多数人的第一感受是这太假了吧,另一些人会想,一百倍肯定财富自由了。其实都错了,老虎的收益曲线一直没有解决把入金当作收益的问题,这三个月里有过一次6000美元的入金,实际收益大概40倍左右。而全年收益应以出金-入金-年初账户资产+当前账户资产计算,出入金记录是最好的证明。下面两张图,从去年11月至今累计出金201000-入金71560=129400美元。所以实际和大家第一感受相差太远。老虎有很多别有用心的人,只晒收益图而不作说明,包括那些用模拟收益曲线当实盘曲线的,这种不仅误导别人,甚至有人故意引导,这里面的用意不言自明。上半年出入金记录下半年出入金记录我的收益主要来源于下半年这三个月,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 为我贡献了大部分收益,两只股票的","text":"曾经每年底都为年终总结头痛,这一年着实过了人生最轻松惬意的时光,可这毫无动力的日子也把自己变得越来越懒,本来十一月就打算写这篇总结的,一直拖到现在,还好距离2021年结束还有几天时间,也算按时完成了作业。先给朋友们道个歉,原计划坚持写的总结,今年加起来一共才写两篇,距离目标太远,除了各方面原因,根源还是太懒,请原谅呀。这段时间也看到朋友们写的总结,有很多虎友取得了很高的收益,为你们点赞的同时也羡慕不已,因为市场波动愈加剧烈,很多朋友收益不好,也祝愿各位在明年能取得更好的成绩,今天的失利是为明天的成功做准备的,不气馁不骄傲,真正的机会永远留给有准备的人。沉舟侧畔,再启征程说了很多,先上一张收益图,镇楼。8月到11月收益率这是今年8月22日到11月22日收益曲线,单看这个图,大多数人的第一感受是这太假了吧,另一些人会想,一百倍肯定财富自由了。其实都错了,老虎的收益曲线一直没有解决把入金当作收益的问题,这三个月里有过一次6000美元的入金,实际收益大概40倍左右。而全年收益应以出金-入金-年初账户资产+当前账户资产计算,出入金记录是最好的证明。下面两张图,从去年11月至今累计出金201000-入金71560=129400美元。所以实际和大家第一感受相差太远。老虎有很多别有用心的人,只晒收益图而不作说明,包括那些用模拟收益曲线当实盘曲线的,这种不仅误导别人,甚至有人故意引导,这里面的用意不言自明。上半年出入金记录下半年出入金记录我的收益主要来源于下半年这三个月,$特斯拉(TSLA)$ $英伟达(NVDA)$ 为我贡献了大部分收益,两只股票的","images":[{"img":"https://static.tigerbbs.com/d1fcf0b3e45aa655dc0e4e9ea9b0409f","width":"1169","height":"2532"},{"img":"https://static.tigerbbs.com/e212b37b11d6372db27be6dcb0c2dbfa","width":"1169","height":"2532"},{"img":"https://static.tigerbbs.com/0b69bdada58d51d5af012cb79fed46ba","width":"1169","height":"2532"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693186809","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691289510,"gmtCreate":1640201238256,"gmtModify":1640201238369,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691289510","repostId":"693463416","repostType":1,"repost":{"id":693463416,"gmtCreate":1640064253052,"gmtModify":1784189682507,"author":{"id":"3561460201946068","authorId":"3561460201946068","name":"知行合一的凯哥","avatar":"https://static.tigerbbs.com/8b84b1164abbc00b4797bad660b76733","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561460201946068","authorIdStr":"3561460201946068"},"themes":[],"title":"小米,2021锥心的痛","htmlText":" 2021年小米整个跌了一年了,中间琮带了一点点的反弹,自己也由盈利十几个点变成了亏损二十几个点了对于港股的投资真的是刻骨铭心的了。当初对于对于小米的投资也是在阅读了很多雪球大V的文章,同时自己也对门店作了一番考察。作为一名小散,我无法人从财务上发现一些问题,更多的是对于门店对于董事长雷军这个人,也是对于这个人的信心买入的小米,现在想来人和人还是不同的,乔布斯永远只有这一个的,雷军也只有这一个,所谓第二个某人也许永远都是不可能的,买入之前没有作深入的思考。一,产品 永远是跟在别人屁股后面,说白白了还是创新不足。二,20年的大涨是建立在荣耀退出,有一部分 这种因素。别的产品始终是依托在手机上的,如果手机都做不好,如何能相信别的东西可以做好了。在小米店里看见有杂货店一样的东西时,其实就应该考虑止损的,没有哪个公司公司可以做好所有产品,样样都做的,往往一样都做不好的。三,对于雷军个人的信任。这个理由也是当时重大的一个理由了。这个理由瑞想来感觉挺可笑的,自己还没有相士的这个能力了居然来给人相面。亲和力你们俩也不是可以重仓买入的理由了。因 人成事的有,但是谁 又能真正的看透一个人 了,还是隔着屏幕的。 虽然当初买入的理由现在看来都站不住脚了,但是仍然还是打算坚守。一来香港那边的资金由于外汇管控加强已经回不来了,每年也只能回来几万块还得是银行帮忙的情况了。二者,小米也是在充分竞争的情况下走出来的,十年前的手机市场一样是一片红海,小米是在厮杀中走出来的。对于三年后的新能源也许是赶了个晚集但凭借渠道能力未必会比现在的玩家差。这也许是仍支持着没有止损的原因了。","listText":" 2021年小米整个跌了一年了,中间琮带了一点点的反弹,自己也由盈利十几个点变成了亏损二十几个点了对于港股的投资真的是刻骨铭心的了。当初对于对于小米的投资也是在阅读了很多雪球大V的文章,同时自己也对门店作了一番考察。作为一名小散,我无法人从财务上发现一些问题,更多的是对于门店对于董事长雷军这个人,也是对于这个人的信心买入的小米,现在想来人和人还是不同的,乔布斯永远只有这一个的,雷军也只有这一个,所谓第二个某人也许永远都是不可能的,买入之前没有作深入的思考。一,产品 永远是跟在别人屁股后面,说白白了还是创新不足。二,20年的大涨是建立在荣耀退出,有一部分 这种因素。别的产品始终是依托在手机上的,如果手机都做不好,如何能相信别的东西可以做好了。在小米店里看见有杂货店一样的东西时,其实就应该考虑止损的,没有哪个公司公司可以做好所有产品,样样都做的,往往一样都做不好的。三,对于雷军个人的信任。这个理由也是当时重大的一个理由了。这个理由瑞想来感觉挺可笑的,自己还没有相士的这个能力了居然来给人相面。亲和力你们俩也不是可以重仓买入的理由了。因 人成事的有,但是谁 又能真正的看透一个人 了,还是隔着屏幕的。 虽然当初买入的理由现在看来都站不住脚了,但是仍然还是打算坚守。一来香港那边的资金由于外汇管控加强已经回不来了,每年也只能回来几万块还得是银行帮忙的情况了。二者,小米也是在充分竞争的情况下走出来的,十年前的手机市场一样是一片红海,小米是在厮杀中走出来的。对于三年后的新能源也许是赶了个晚集但凭借渠道能力未必会比现在的玩家差。这也许是仍支持着没有止损的原因了。","text":"2021年小米整个跌了一年了,中间琮带了一点点的反弹,自己也由盈利十几个点变成了亏损二十几个点了对于港股的投资真的是刻骨铭心的了。当初对于对于小米的投资也是在阅读了很多雪球大V的文章,同时自己也对门店作了一番考察。作为一名小散,我无法人从财务上发现一些问题,更多的是对于门店对于董事长雷军这个人,也是对于这个人的信心买入的小米,现在想来人和人还是不同的,乔布斯永远只有这一个的,雷军也只有这一个,所谓第二个某人也许永远都是不可能的,买入之前没有作深入的思考。一,产品 永远是跟在别人屁股后面,说白白了还是创新不足。二,20年的大涨是建立在荣耀退出,有一部分 这种因素。别的产品始终是依托在手机上的,如果手机都做不好,如何能相信别的东西可以做好了。在小米店里看见有杂货店一样的东西时,其实就应该考虑止损的,没有哪个公司公司可以做好所有产品,样样都做的,往往一样都做不好的。三,对于雷军个人的信任。这个理由也是当时重大的一个理由了。这个理由瑞想来感觉挺可笑的,自己还没有相士的这个能力了居然来给人相面。亲和力你们俩也不是可以重仓买入的理由了。因 人成事的有,但是谁 又能真正的看透一个人 了,还是隔着屏幕的。 虽然当初买入的理由现在看来都站不住脚了,但是仍然还是打算坚守。一来香港那边的资金由于外汇管控加强已经回不来了,每年也只能回来几万块还得是银行帮忙的情况了。二者,小米也是在充分竞争的情况下走出来的,十年前的手机市场一样是一片红海,小米是在厮杀中走出来的。对于三年后的新能源也许是赶了个晚集但凭借渠道能力未必会比现在的玩家差。这也许是仍支持着没有止损的原因了。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693463416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891156557,"gmtCreate":1628353724079,"gmtModify":1633751492386,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891156557","repostId":"1139912651","repostType":4,"isVote":1,"tweetType":1,"viewCount":3689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890151412,"gmtCreate":1628087981536,"gmtModify":1633753699039,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890151412","repostId":"2156060681","repostType":4,"isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804577756,"gmtCreate":1627968655475,"gmtModify":1633754764706,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804577756","repostId":"1122728626","repostType":4,"isVote":1,"tweetType":1,"viewCount":3974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804954622,"gmtCreate":1627917768966,"gmtModify":1633755257739,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804954622","repostId":"1172320411","repostType":4,"isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178177435,"gmtCreate":1626794569027,"gmtModify":1633770944738,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178177435","repostId":"1109861258","repostType":4,"repost":{"id":"1109861258","kind":"news","pubTimestamp":1626793354,"share":"https://www.laohunote.com/m/news/1109861258?lang=zh_CN&edition=full","pubTime":"2021-07-20 23:02","market":"us","language":"en","title":"Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation<blockquote>收益率暴跌背后:这是一个增长故事,而不是对通胀的反思</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109861258","media":"zerohedge","summary":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in th","content":"<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.</p><p><blockquote>值得注意的是,隔夜交易中,最近的国债反弹最初试图小幅逆转,但遭到了进一步的购买兴趣。最终结果是 10 年期国债收益率略有下降,使基准利率达到 2 月中旬以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48f958db8d2903a76ff6541648b287fc\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">With the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.<b>There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.</b>More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.</p><p><blockquote>距离下一个技术目标门槛还有 5 个基点,我们将关注风险资产与美国利率之间的相互作用,因为受 delta 启发的重新定价仍在继续。我们认识到,最近这一举措的严重性导致动量措施捉襟见肘,这意味着增量收益将更加难以实现。这并不是说目前利率下限很明显,而是说应该预计反弹的步伐将会放缓。<b>围绕 10 年期国债收益率可能跌破 1.0% 的可能性有很多讨论;这种可能性是短暂的,但不是不可能的。</b>然而,更直接的是衡量病例数上升在多大程度上会导致收益率进一步下降。</blockquote></p><p> <b>It would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.</b>Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,<b>it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value</b>. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.</p><p><blockquote><b>如果得出这一举措完全是恢复新冠肺炎限制所带来的经济风险的结论,那就过于简单化了。事实上,我们认为美联储最近减少鸽派的努力夸大了这次反弹。</b>政策制定者正处于会前无线电沉默时期;这就消除了对美联储应对新出现的大流行病风险发表任何官方评论的可能性。而且,<b>这使得投资者在以下假设下操作:1)缩减加息规模仍在按计划进行;2)最早明年可能加息;3)美联储在通胀问题上的“即使不是暂时性的,也会采取行动”立场仍然有效。</b>. 虽然这些肯定在某种程度上仍然成立,但鉴于投资者对最近 covid 事态发展的反应,隐含的承诺可能正在减弱。</blockquote></p><p> Headlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.<b>10-year breakevens are still at 225 bp and a distance away from the mid-June lows.</b>In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.<b>A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.</b></p><p><blockquote>今早的头条新闻得出结论:“市场不再担心通货膨胀”;一个表面上与美国利率价格走势一致的概念没有抓住要点。<b>10 年盈亏平衡点仍在 225 个基点,距离 6 月中旬的低点还有一段距离。</b>此外,供应驱动型通胀上升的作用是对消费征税,而不是健康实体经济的反映,这给经济复苏带来了下行风险。当结合对上半年将代表反弹顶峰的担忧时,直观地可以看出,市场已经进入了周期的下一阶段——即重新调整增长预期,以反映新常态;群体免疫将被证明是难以捉摸的,变异风险(delta和其他)成为一个持续的问题。<b>快速浏览一下接近 -100 个基点的实际收益率,就会强化这样的解读:这是一个增长故事,而不是对通货膨胀的集体反思。</b></blockquote></p><p> There is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.<b>This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.</b>This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery</p><p><blockquote>价格走势还有另一个值得强调的细微差别。具体来说,到目前为止,随着 10 年代和 30 年代跑赢大盘,这一举动值得怀疑。由于货币政策预期保持不变,曲线的前端受益程度较小。<b>然而,今天上午,我们开始看到 5 年期板块领涨。如果我们看到从长期增长故事向进一步抵消美联储紧缩政策的过渡,这最终可能会缓和 10 年代和 30 年代的涨幅。</b>这并不意味着联邦公开市场委员会(FOMC)最终使政策利率正常化的空间变小,是在大流行病卷土重来的情况下抛售久期的令人信服的理由。相反,人们相信,鉴于全球经济复苏面临新的阻力,货币政策制定者不会急于应对小规模的通货膨胀。</blockquote></p><p> We’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,<b>it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.</b>Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.</p><p><blockquote>如果没有其他原因、<b>这将有助于判断下周联邦公开市场委员会会议和鲍威尔新闻发布会的预期。</b>请注意,鉴于下周公布的第二季度实际国内生产总值(Q2)数据的一致预期为+8.1%,毫无疑问,上半年将出现强劲反弹,投资者已转向复苏的下一阶段,而复苏的下一阶段存在更大的不确定性。</blockquote></p><p> If the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.</p><p><blockquote>如果实际收益率的变动表明人们对反弹的担忧与日俱增;10年期实际利率达到1月初以来的最低水平,距离周期低点-112.4个基点不远。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/add9a9864bc513a7f99d365620818f07\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">The decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.</p><p><blockquote>鉴于周四价值 160 亿美元的新一期 10 年期 TIPS 拍卖临近,雷亚尔的下跌更加值得注意。目前的估值表明,人们不仅越来越担心德尔塔变异毒株在国内的蔓延,而且更重要的是,对海外的蔓延也越来越担心。尽管曾经有一段时间,美国的利率格局完全由国内基本面决定,但经济和市场的全球化现在使国债收益率成为全球背景的函数。这有助于解释令人印象深刻的一轮看涨情绪和对 USTs 竞购的持久性,尽管数据总体上继续表现良好。我们想起了一句久经考验的格言,即阻力很难在第三次尝试中站稳脚跟,并将在本周剩余时间内监测 10 年期实际收益率的 -112 个基点线。</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>Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation<blockquote>收益率暴跌背后:这是一个增长故事,而不是对通胀的反思</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\">\nBehind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation<blockquote>收益率暴跌背后:这是一个增长故事,而不是对通胀的反思</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-20 23:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.</p><p><blockquote>值得注意的是,隔夜交易中,最近的国债反弹最初试图小幅逆转,但遭到了进一步的购买兴趣。最终结果是 10 年期国债收益率略有下降,使基准利率达到 2 月中旬以来的最高水平。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48f958db8d2903a76ff6541648b287fc\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">With the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.<b>There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.</b>More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.</p><p><blockquote>距离下一个技术目标门槛还有 5 个基点,我们将关注风险资产与美国利率之间的相互作用,因为受 delta 启发的重新定价仍在继续。我们认识到,最近这一举措的严重性导致动量措施捉襟见肘,这意味着增量收益将更加难以实现。这并不是说目前利率下限很明显,而是说应该预计反弹的步伐将会放缓。<b>围绕 10 年期国债收益率可能跌破 1.0% 的可能性有很多讨论;这种可能性是短暂的,但不是不可能的。</b>然而,更直接的是衡量病例数上升在多大程度上会导致收益率进一步下降。</blockquote></p><p> <b>It would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.</b>Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,<b>it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value</b>. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.</p><p><blockquote><b>如果得出这一举措完全是恢复新冠肺炎限制所带来的经济风险的结论,那就过于简单化了。事实上,我们认为美联储最近减少鸽派的努力夸大了这次反弹。</b>政策制定者正处于会前无线电沉默时期;这就消除了对美联储应对新出现的大流行病风险发表任何官方评论的可能性。而且,<b>这使得投资者在以下假设下操作:1)缩减加息规模仍在按计划进行;2)最早明年可能加息;3)美联储在通胀问题上的“即使不是暂时性的,也会采取行动”立场仍然有效。</b>. 虽然这些肯定在某种程度上仍然成立,但鉴于投资者对最近 covid 事态发展的反应,隐含的承诺可能正在减弱。</blockquote></p><p> Headlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.<b>10-year breakevens are still at 225 bp and a distance away from the mid-June lows.</b>In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.<b>A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.</b></p><p><blockquote>今早的头条新闻得出结论:“市场不再担心通货膨胀”;一个表面上与美国利率价格走势一致的概念没有抓住要点。<b>10 年盈亏平衡点仍在 225 个基点,距离 6 月中旬的低点还有一段距离。</b>此外,供应驱动型通胀上升的作用是对消费征税,而不是健康实体经济的反映,这给经济复苏带来了下行风险。当结合对上半年将代表反弹顶峰的担忧时,直观地可以看出,市场已经进入了周期的下一阶段——即重新调整增长预期,以反映新常态;群体免疫将被证明是难以捉摸的,变异风险(delta和其他)成为一个持续的问题。<b>快速浏览一下接近 -100 个基点的实际收益率,就会强化这样的解读:这是一个增长故事,而不是对通货膨胀的集体反思。</b></blockquote></p><p> There is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.<b>This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.</b>This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery</p><p><blockquote>价格走势还有另一个值得强调的细微差别。具体来说,到目前为止,随着 10 年代和 30 年代跑赢大盘,这一举动值得怀疑。由于货币政策预期保持不变,曲线的前端受益程度较小。<b>然而,今天上午,我们开始看到 5 年期板块领涨。如果我们看到从长期增长故事向进一步抵消美联储紧缩政策的过渡,这最终可能会缓和 10 年代和 30 年代的涨幅。</b>这并不意味着联邦公开市场委员会(FOMC)最终使政策利率正常化的空间变小,是在大流行病卷土重来的情况下抛售久期的令人信服的理由。相反,人们相信,鉴于全球经济复苏面临新的阻力,货币政策制定者不会急于应对小规模的通货膨胀。</blockquote></p><p> We’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,<b>it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.</b>Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.</p><p><blockquote>如果没有其他原因、<b>这将有助于判断下周联邦公开市场委员会会议和鲍威尔新闻发布会的预期。</b>请注意,鉴于下周公布的第二季度实际国内生产总值(Q2)数据的一致预期为+8.1%,毫无疑问,上半年将出现强劲反弹,投资者已转向复苏的下一阶段,而复苏的下一阶段存在更大的不确定性。</blockquote></p><p> If the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.</p><p><blockquote>如果实际收益率的变动表明人们对反弹的担忧与日俱增;10年期实际利率达到1月初以来的最低水平,距离周期低点-112.4个基点不远。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/add9a9864bc513a7f99d365620818f07\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">The decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.</p><p><blockquote>鉴于周四价值 160 亿美元的新一期 10 年期 TIPS 拍卖临近,雷亚尔的下跌更加值得注意。目前的估值表明,人们不仅越来越担心德尔塔变异毒株在国内的蔓延,而且更重要的是,对海外的蔓延也越来越担心。尽管曾经有一段时间,美国的利率格局完全由国内基本面决定,但经济和市场的全球化现在使国债收益率成为全球背景的函数。这有助于解释令人印象深刻的一轮看涨情绪和对 USTs 竞购的持久性,尽管数据总体上继续表现良好。我们想起了一句久经考验的格言,即阻力很难在第三次尝试中站稳脚跟,并将在本周剩余时间内监测 10 年期实际收益率的 -112 个基点线。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?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":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?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":"1109861258","content_text":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.\nWith the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.\nIt would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.\nHeadlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.10-year breakevens are still at 225 bp and a distance away from the mid-June lows.In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.\nThere is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery\nWe’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.\nIf the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.\nThe decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170709006,"gmtCreate":1626448865505,"gmtModify":1633926621411,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170709006","repostId":"1150012119","repostType":4,"isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148674728,"gmtCreate":1625975139864,"gmtModify":1633931186137,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148674728","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","kind":"news","pubTimestamp":1625966101,"share":"https://www.laohunote.com/m/news/1112201050?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.<blockquote>模因股票交易远未结束。投资者需要了解的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p><p><blockquote>这似乎只是时间问题。</blockquote></p><p> When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p><p><blockquote>当游戏驿站(股票代码:GME)、黑莓(BB),甚至百视达的干涸尸体在一月份突然复活时,它们何时会再次坠毁的时间已经在流逝。会是几个小时、几天还是几周?</blockquote></p><p> It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p><p><blockquote>现在已经过去半年了,核心 “备忘录股票 ”的交易价格仍然处于研究这些股票多年的人认为离谱的水平。Clover Health Investments (CLOV) 和 Newegg Commerce (NEGG) 等新名称最近出现在留言板上,它们的股票也随之上涨。</blockquote></p><p> The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p><p><blockquote>数百万散户交易员--长期以来被嘲笑为 “哑巴钱 ”--的集体努力成功地让股市飙升,并迫使反对者投降。</blockquote></p><p> That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p><p><blockquote>尽管他们押注的公司几乎没有表现出业务转型的迹象,也没有表现出足以证明其估值的利润,但情况确实如此。黑莓在最近一个季度烧钱,并警告称其关键的网络安全部门将达到收入指导的低端;消息传出后,该股下跌,但在过去一年中仍上涨了一倍多。</blockquote></p><p> While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p><p><blockquote>虽然大型经纪商的交易量较 2 月份的峰值略有下降,但仍高于疫情爆发前的两到三倍。数量惊人的这种活动发生在散户交易者青睐的股票中。例如,AMC院线控股公司(AMC)6 月份的日均交易额达到 131 亿美元,超过了苹果(AAPL)的 95 亿美元和亚马逊(AMZN)的 103 亿美元。</blockquote></p><p> Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p><p><blockquote>即使冠状病毒在美国消退,大多数新交易者表示,他们仍然致力于他们在封锁期间学到的爱好——在一项Betterment调查中,58%的日内交易者表示,他们计划在未来进行更多的交易,只有12%的人计划减少交易。业余疫情面包师已经停止揉捏酸面团面包;交易者只会变得越来越饥饿。</blockquote></p><p> A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p><p><blockquote>持续的熊市会破坏这种食欲,就像互联网泡沫破裂时一样。目前,下跌是持有或买入的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p><p><blockquote></blockquote></p><p> “I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.</p><p><blockquote>“美国海军电子技术员布兰登-卢切克(Brandon Luczek)在给《巴伦周刊》的一封电子邮件中写道:”我看到'逢低买入'的情绪一刻也没有减弱。</blockquote></p><p> The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p><p><blockquote>迷因股票飙升是由散户投资者交易的增加推动的。2020年,在线经纪商以创纪录的速度签约客户,超过1000万人开设了新账户。这一记录几乎肯定会在2021年被打破。一些顶级公司透露,在今年不到一半的时间里,经纪商已经增加了超过 1000 万个账户。</blockquote></p><p> Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p><p><blockquote>模因股票既是这种现象的推车,也是马。他们的价格突然飙升是由新投资者推动的,然后这一行动推动更多的新人投资。数百万人在 1 月底和 2 月初下载了投资应用程序,只是为了享受乐趣。嘉信理财(SCHW)最近的一项调查发现,15%的现有交易者在2020年后开始投资。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p><p><blockquote></blockquote></p><p> The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p><p><blockquote>激增中最突出的参与者是 Robinhood,该公司表示仅在第一季度就增加了 550 万个资金账户。但它并不孤单。例如,富达宣布,第一季度吸引了 160 万 35 岁以下的新客户,比去年同期增长了 223%。</blockquote></p><p> Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p><p><blockquote>在 Robinhood 零佣金模式的压力下,所有主要经纪商都在 2019 年将佣金降至零。这为新客户群体打开了闸门——他们可能没有那么多闲置现金进行交易,但比前辈更加活跃和多样化。经纪人正在套现。富达希望在投资者获得驾照之前就吸引他们,允许年仅 13 岁的儿童开设交易账户。Robinhood 正在乘势而上进行首次公开募股,分析师预计其估值将超过其收入的 10 倍。</blockquote></p><p> These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p><p><blockquote>这些新客户的行为与他们的老同行不同。E*Trade 交易主管克里斯-拉金(Chris Larkin)说,多年来,“ETF 一直备受青睐”,E*Trade 现归摩根士丹利(MS)所有。但挑选个股显然是 “2021 年的大新闻”。</blockquote></p><p> To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p><p><blockquote>可以肯定的是,随着世界各地的投资者押注疫情复苏并避免疲软的债券收益率,股票交易所交易基金仍然表现良好。</blockquote></p><p></p><p> But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p><p><blockquote>但 ETF 不像股票那样点亮留言板。这并不是说顶级公司的单行道。游戏驿站二月份确实下跌,华尔街享受了幸灾乐祸的时刻。它并没有持续多久。</blockquote></p><p> “Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p><p><blockquote>“盈透证券(Interactive Brokers)首席策略师史蒂夫-索斯尼克(Steve Sosnick)写道:”就像蝉一样,备忘录交易者在表面上隐匿了几个月后又重新活跃起来。索斯尼克认为,模因股票的交易往往与加密货币相反,因为随着势头的变化,它们的粉丝会从一种货币转向另一种货币。</blockquote></p><p> “I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p><p><blockquote>“他写道:”我不认为,在比特币和其他加密货币大幅回调后,备忘录股票卷土重来完全是巧合。</blockquote></p><p> Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p><p><blockquote>索斯尼克认为备忘录股票是一个 “独立的板块”,他在电脑显示器上将其与其他股票代码分开。</blockquote></p><p> Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p><p><blockquote>事实上,华尔街对备忘录股票革命的反应一直是孤立专业人士认为不理性的市场部分。大多数卖空者不会碰这些股票,分析师也在放弃报道。</blockquote></p><p> But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p><p><blockquote>但华尔街不能像蝉一样把零售大军赶走,也不能指望它们在未来 17 年内消失。股票交易已经发生了永久性的变化。今年,零售活动占股本量的 24%,高于 2019 年的 15%。新信条的追随者不是愿意让华尔街管理市场的被动观察者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p><p><blockquote></blockquote></p><p> “What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p><p><blockquote>“哥伦比亚法学院(Columbia Law School)专门研究证券市场的教授约书亚-米茨(Joshua Mitts)说:”这实际上反映了我们所看到的趋势的逆转,即与个别公司的接触越来越少。“技术正在拉近普通投资者与他或她所投资的公司的距离,而这只是以新的、不可预测的形式出现。”</blockquote></p><p> The swings you get can definitely make you feel some sort of way.</p><p><blockquote>你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> — Matt Kohrs, 26, who streams stock analysis daily on YouTube</p><p><blockquote>— Matt Kohrs,26 岁,每天在 YouTube 上直播股票分析</blockquote></p><p> It is now changing the lives of those who got in early and are still riding the names higher.</p><p><blockquote>它现在正在改变那些早早加入的人的生活,并且仍然在更高的名字上。</blockquote></p><p> Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.</p><p><blockquote>以马特·科尔斯为例,他很早就投资了AMC院线。今年2月,他辞去了纽约程序员的工作,搬到了费城,并开始在YouTube上每天7个小时直播股票分析。</blockquote></p><p> With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p><p><blockquote>YouTube 拥有 35 万粉丝,它正在支付账单。科尔斯说,凭借广告和股票的收入,他可以拿到与以前大致相同的工资。但他也知道,像这样依赖股票收益与朝九晚五的工作完全不同。</blockquote></p><p> “The swings you get can definitely make you feel some sort of way,” he says.</p><p><blockquote>“他说:”你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p><p><blockquote>公司也开始做出更积极的反应。他们要么拥抱他们的新主人,要么付钱给迷因学家来理解新华尔街充满表情符号的语言,这样他们就可以阻止他们或安抚他们。</blockquote></p><p> AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p><p><blockquote>AMC 甚至在上周取消了一项拟议的股权融资,因为该公司显然不喜欢 Reddit 人群的反响。过去一年,AMC 的股票数量已经增加了五倍。首席执行官亚当-阿伦(Adam Aron)在推特上表示,他看到了 “许多人赞成,许多人反对 ”对他增发 2500 万股股票的提议的反应,因此该提议将被取消,而不是在本月晚些时候的 AMC 年会上进行表决。该公司没有回答有关如何调查股东的问题。</blockquote></p><p> Forget the boardroom. Corporate policy is now being determined in the chat room.</p><p><blockquote>忘了会议室吧。公司政策现在正在聊天室里决定。</blockquote></p><p> Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p><p><blockquote>大投资者正在花费更多时间跟踪社交媒体上有关股票的讨论。美国银行在今年的一项调查中发现,大约25%的机构已经在跟踪社交媒体情绪,但大约40%的机构有兴趣在未来使用它。</blockquote></p><p> In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p><p><blockquote>在过去的几个月里,美国银行、摩根士丹利和摩根大通都发布了关于如何围绕零售行动进行交易的报告,得出了有些不同的结论。</blockquote></p><p> There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p><p><blockquote>正如摩根士丹利所说,信号中可能存在 “阿尔法”,但要实现这一目标可能需要一些紧张的数字运算。当然,并不是所有的留言板聊天都会导致价格持续上涨,如果没有大量的数据分析,零售订单流很难与机构流分开。对于拥有工具来确定散户投资者正在购买哪些股票和正在出售哪些股票的投资者来说,摩根大通建议做多买入兴趣最高的 20% 的股票,做空卖出兴趣最高的 20% 的股票。</blockquote></p><p> For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p><p><blockquote>提供跟踪社交媒体情绪产品的另类数据公司Thinknum的鲍里斯·斯皮瓦克(Boris Spiwak)表示,目前,许多购买社交媒体情绪数据的机构似乎都在试图降低风险,而不是寻找新的机会。“他说:”他们认为这几乎就像一份保险,以限制他们的下行风险。</blockquote></p><p></p><p> For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p><p><blockquote>对于零售商来说,这种方法并不总是科学的。这一行动是由社区精神支撑的。其背后的力量既是情感上的,也是道德上的,也是经济上的。</blockquote></p><p> New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p><p><blockquote>新投资者表示,他们的动机是希望证明自己,并像利润一样惩罚保守派。他们互相学习市场,有时会放大或揭穿关于华尔街的阴谋论。一些人将模因股票运动与2008年金融危机引发的对大型金融机构的持续不信任联系起来。</blockquote></p><p> “Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p><p><blockquote>“26 岁的科尔斯说:”华尔街让我们的经济陷入困境,但没有人因此惹上麻烦。“所以,我认为他们认为我们不仅可以赚钱,还可以让华尔街的这些对冲基金付钱。”</blockquote></p><p> Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p><p><blockquote>克莱尔·赫希伯格 (Claire Hirschberg) 是一名 28 岁的工会组织者,她在 1 月份从朋友那里听说 Robinhood 上购买了价值约 50 美元的游戏驿站股票。她喜欢这个想法,但真正让她兴奋的是她父亲的反应,他是一名长期的资金经理。“她笑着说:”他很生气我买了游戏驿站,还不肯卖。“这让我想永远拿着它。”</blockquote></p><p> Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p><p><blockquote>就像老华尔街有仪式和准则一样,新华尔街也有。一位新的投资银行员工很快就会知道,在你成为合伙人之前,你不会打菲拉格慕领带。在总经理离开之前,你从不离开办公室,你也不会抱怨工作时间。坏人是监管者和参议员伊丽莎白·沃伦,而且不是按顺序。</blockquote></p><p> The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p><p><blockquote>新的交易台——数百万散户交易者现在使用的应用程序和他们聚集的留言板——也有潜规则。公开承认财务损失是一种勇敢的行为,是内部坚韧和对本集团信念的证明。你不把自己当回事,也不规范语言。你是 “猿类 ”或 “弱智 ”大军的一员。你坚持住,即使这意味着你可能会失去一切。坏人依次是卖空者、做市商和华尔街精英。</blockquote></p><p> The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p><p><blockquote>集体行动不仅仅是为了精神支持。交易策略取决于人们保持买入压力,迫使做空,或买入看涨期权,从而引发所谓的伽马挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p><p><blockquote><p class=\"t-img-caption\"><span>基思·吉尔 (Keith Gill) 在二月份众议院金融服务委员会听证会上虚拟露面,成为 Reddit 散户交易员大军推高游戏驿站股价的代言人。</span></p></blockquote></p><p> Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p><p><blockquote>许多卖空者表示,他们不会再碰这些股票了。但显然,其他人并没有采纳这一建议,而是通过反复做空股票来给备忘录运动注入氧气。6 月中旬,AMC 的空头权益占该股流通量的 17%,低于 1 月份的 28%,但降幅不大。</blockquote></p><p> As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p><p><blockquote>随着价格上涨,空头们也控制不住自己。多年来一直关注游戏驿站的韦德布什证券分析师迈克尔-帕切特(Michael Pachter)说,他们开始 “流口水,耳朵里冒出火焰”。“他说:”让我感到震惊的是精神错乱的定义,就是一遍又一遍地做同样的事情,每次都希望有不同的结果,而空头却不断出现。“[游戏驿站公牛]基思-吉尔(Keith Gill)和他的 Reddit raiders 一直在挤压他们,而且一直在起作用。”</blockquote></p><p> To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p><p><blockquote>为了击败卖空者,Reddit 人群需要团结起来,但该社区有时会出现裂缝。拥有最坚定粉丝群的两只模因股票——游戏驿站和 AMC——仍然拥有庞大的核心信徒大军,他们似乎不容易动摇。但其他名字似乎有更善变的支持者。几只陷入迷因疯狂的股票已经崩溃。 Bed Bath & Beyond (BBBY) 在 1 月底和 6 月初两次飙升,但现在的交易价格仅略高于 1 月中旬的水平。在上涨期间买入的人已经赔钱了。</blockquote></p><p> Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p><p><blockquote>不信任已经蔓延,一些交易员担心 wallstreetbets——激发游戏驿站狂热的最初 Reddit 留言板——发展如此之快,以至于它已经失去了最初的精神,并可能变得容易受到操纵。有些人搬到了其他留言板,如 r/superstonk,希望能重现老社区的风味。</blockquote></p><p> Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p><p><blockquote>社交媒体跟踪公司 Hype Equity 的创始人特拉维斯·雷尔 (Travis Rehl) 表示,他试图将可能的操纵者与更有机的投资者情绪区分开来。他说,炒作股权通常由代表网上谈论的公司的公关公司雇佣。现在,他看到了一种不断增长的趋势,即股票突然出现在留言板上,收到积极的聊天,然后消失。</blockquote></p><p></p><p> “It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.</p><p><blockquote>“他说:”这让人怀疑什么是真正的讨论,什么是某人只想炒作的东西。wallstreetbets 的版主禁止在该平台上操纵市场,Rehl 表示,他们似乎正在努力遏制错误信息。主持人没有回应《巴伦周刊》的置评请求。</blockquote></p><p> “If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p><p><blockquote>“索斯尼克说:”如果你能制造足够的轰动效应,让一只股票在短时间内上涨 10%、20%,甚至 50%,那么你就有巨大的动力去做这件事。</blockquote></p><p> The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p><p><blockquote>美国证券交易委员会正在关注留言板上的有趣交易。美国证券交易委员会主席加里·詹斯勒(Gary Gensler)和一些国会议员讨论了改变市场规则,目的是增加保护散户交易者的透明度——尽管如果这些变化减缓交易速度或使交易成本更高,也可能激怒零售人群。</blockquote></p><p> Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p><p><blockquote>监管并不是唯一能遏制这一趋势的因素。fintech Betterment 行为金融和投资副总裁丹·伊根 (Dan Egan) 认为,这种势头可能会在 9 月份耗尽。即使是 “猿猴 ”也有责任。“他说:”孩子们开始重返校园;家长们也可以自由地再次上班了。“那是下一次从房间里抽出氧气的时候了。”</blockquote></p><p> Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p><p><blockquote>传统投资者可能会倾向于将整个现象视为由封锁和免费政府资金引发的暂时疯狂。但那将是一个错误。如果零佣金经纪和游戏驿站乐趣打破了数百万新投资者开户的障碍,那么只要大多数人用他们并不立即需要的钱下注,这几乎肯定是一件好事。许多新零售商表示,他们正在自学如何交易,并开始分散持股。</blockquote></p><p> In one form or another, this is the future client base of Wall Street.</p><p><blockquote>无论如何,这是华尔街未来的客户群。</blockquote></p><p> Arizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p><p><blockquote>亚利桑那州立大学教授亨德里克-贝森宾德(Hendrik Bessembinder)在2018年发表了一项开创性的研究,发现“在随机选择的月份随机选择的股票,亏损的可能性大于赚钱的可能性”。简而言之,挑选单只股票并持有集中投资组合往往是一种失败的策略。</blockquote></p><p> Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p><p><blockquote>即便如此,他还是对新一波交易感到鼓舞。“贝森宾德说:”我欢迎零售交易的增加,欢迎股票市场成为一个广泛参与的地方。“经济学家不能告诉人们他们不应该找点乐子”。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Meme Stock Trade Is Far From Over. What Investors Need to Know.<blockquote>模因股票交易远未结束。投资者需要了解的内容。</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\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.<blockquote>模因股票交易远未结束。投资者需要了解的内容。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-11 09:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It seemed to be only a matter of time.</p><p><blockquote>这似乎只是时间问题。</blockquote></p><p> When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p><p><blockquote>当游戏驿站(股票代码:GME)、黑莓(BB),甚至百视达的干涸尸体在一月份突然复活时,它们何时会再次坠毁的时间已经在流逝。会是几个小时、几天还是几周?</blockquote></p><p> It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p><p><blockquote>现在已经过去半年了,核心 “备忘录股票 ”的交易价格仍然处于研究这些股票多年的人认为离谱的水平。Clover Health Investments (CLOV) 和 Newegg Commerce (NEGG) 等新名称最近出现在留言板上,它们的股票也随之上涨。</blockquote></p><p> The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p><p><blockquote>数百万散户交易员--长期以来被嘲笑为 “哑巴钱 ”--的集体努力成功地让股市飙升,并迫使反对者投降。</blockquote></p><p> That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p><p><blockquote>尽管他们押注的公司几乎没有表现出业务转型的迹象,也没有表现出足以证明其估值的利润,但情况确实如此。黑莓在最近一个季度烧钱,并警告称其关键的网络安全部门将达到收入指导的低端;消息传出后,该股下跌,但在过去一年中仍上涨了一倍多。</blockquote></p><p> While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p><p><blockquote>虽然大型经纪商的交易量较 2 月份的峰值略有下降,但仍高于疫情爆发前的两到三倍。数量惊人的这种活动发生在散户交易者青睐的股票中。例如,AMC院线控股公司(AMC)6 月份的日均交易额达到 131 亿美元,超过了苹果(AAPL)的 95 亿美元和亚马逊(AMZN)的 103 亿美元。</blockquote></p><p> Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p><p><blockquote>即使冠状病毒在美国消退,大多数新交易者表示,他们仍然致力于他们在封锁期间学到的爱好——在一项Betterment调查中,58%的日内交易者表示,他们计划在未来进行更多的交易,只有12%的人计划减少交易。业余疫情面包师已经停止揉捏酸面团面包;交易者只会变得越来越饥饿。</blockquote></p><p> A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p><p><blockquote>持续的熊市会破坏这种食欲,就像互联网泡沫破裂时一样。目前,下跌是持有或买入的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p><p><blockquote></blockquote></p><p> “I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.</p><p><blockquote>“美国海军电子技术员布兰登-卢切克(Brandon Luczek)在给《巴伦周刊》的一封电子邮件中写道:”我看到'逢低买入'的情绪一刻也没有减弱。</blockquote></p><p> The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p><p><blockquote>迷因股票飙升是由散户投资者交易的增加推动的。2020年,在线经纪商以创纪录的速度签约客户,超过1000万人开设了新账户。这一记录几乎肯定会在2021年被打破。一些顶级公司透露,在今年不到一半的时间里,经纪商已经增加了超过 1000 万个账户。</blockquote></p><p> Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p><p><blockquote>模因股票既是这种现象的推车,也是马。他们的价格突然飙升是由新投资者推动的,然后这一行动推动更多的新人投资。数百万人在 1 月底和 2 月初下载了投资应用程序,只是为了享受乐趣。嘉信理财(SCHW)最近的一项调查发现,15%的现有交易者在2020年后开始投资。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p><p><blockquote></blockquote></p><p> The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p><p><blockquote>激增中最突出的参与者是 Robinhood,该公司表示仅在第一季度就增加了 550 万个资金账户。但它并不孤单。例如,富达宣布,第一季度吸引了 160 万 35 岁以下的新客户,比去年同期增长了 223%。</blockquote></p><p> Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p><p><blockquote>在 Robinhood 零佣金模式的压力下,所有主要经纪商都在 2019 年将佣金降至零。这为新客户群体打开了闸门——他们可能没有那么多闲置现金进行交易,但比前辈更加活跃和多样化。经纪人正在套现。富达希望在投资者获得驾照之前就吸引他们,允许年仅 13 岁的儿童开设交易账户。Robinhood 正在乘势而上进行首次公开募股,分析师预计其估值将超过其收入的 10 倍。</blockquote></p><p> These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p><p><blockquote>这些新客户的行为与他们的老同行不同。E*Trade 交易主管克里斯-拉金(Chris Larkin)说,多年来,“ETF 一直备受青睐”,E*Trade 现归摩根士丹利(MS)所有。但挑选个股显然是 “2021 年的大新闻”。</blockquote></p><p> To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p><p><blockquote>可以肯定的是,随着世界各地的投资者押注疫情复苏并避免疲软的债券收益率,股票交易所交易基金仍然表现良好。</blockquote></p><p></p><p> But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p><p><blockquote>但 ETF 不像股票那样点亮留言板。这并不是说顶级公司的单行道。游戏驿站二月份确实下跌,华尔街享受了幸灾乐祸的时刻。它并没有持续多久。</blockquote></p><p> “Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p><p><blockquote>“盈透证券(Interactive Brokers)首席策略师史蒂夫-索斯尼克(Steve Sosnick)写道:”就像蝉一样,备忘录交易者在表面上隐匿了几个月后又重新活跃起来。索斯尼克认为,模因股票的交易往往与加密货币相反,因为随着势头的变化,它们的粉丝会从一种货币转向另一种货币。</blockquote></p><p> “I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p><p><blockquote>“他写道:”我不认为,在比特币和其他加密货币大幅回调后,备忘录股票卷土重来完全是巧合。</blockquote></p><p> Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p><p><blockquote>索斯尼克认为备忘录股票是一个 “独立的板块”,他在电脑显示器上将其与其他股票代码分开。</blockquote></p><p> Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p><p><blockquote>事实上,华尔街对备忘录股票革命的反应一直是孤立专业人士认为不理性的市场部分。大多数卖空者不会碰这些股票,分析师也在放弃报道。</blockquote></p><p> But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p><p><blockquote>但华尔街不能像蝉一样把零售大军赶走,也不能指望它们在未来 17 年内消失。股票交易已经发生了永久性的变化。今年,零售活动占股本量的 24%,高于 2019 年的 15%。新信条的追随者不是愿意让华尔街管理市场的被动观察者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p><p><blockquote></blockquote></p><p> “What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p><p><blockquote>“哥伦比亚法学院(Columbia Law School)专门研究证券市场的教授约书亚-米茨(Joshua Mitts)说:”这实际上反映了我们所看到的趋势的逆转,即与个别公司的接触越来越少。“技术正在拉近普通投资者与他或她所投资的公司的距离,而这只是以新的、不可预测的形式出现。”</blockquote></p><p> The swings you get can definitely make you feel some sort of way.</p><p><blockquote>你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> — Matt Kohrs, 26, who streams stock analysis daily on YouTube</p><p><blockquote>— Matt Kohrs,26 岁,每天在 YouTube 上直播股票分析</blockquote></p><p> It is now changing the lives of those who got in early and are still riding the names higher.</p><p><blockquote>它现在正在改变那些早早加入的人的生活,并且仍然在更高的名字上。</blockquote></p><p> Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.</p><p><blockquote>以马特·科尔斯为例,他很早就投资了AMC院线。今年2月,他辞去了纽约程序员的工作,搬到了费城,并开始在YouTube上每天7个小时直播股票分析。</blockquote></p><p> With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p><p><blockquote>YouTube 拥有 35 万粉丝,它正在支付账单。科尔斯说,凭借广告和股票的收入,他可以拿到与以前大致相同的工资。但他也知道,像这样依赖股票收益与朝九晚五的工作完全不同。</blockquote></p><p> “The swings you get can definitely make you feel some sort of way,” he says.</p><p><blockquote>“他说:”你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p><p><blockquote>公司也开始做出更积极的反应。他们要么拥抱他们的新主人,要么付钱给迷因学家来理解新华尔街充满表情符号的语言,这样他们就可以阻止他们或安抚他们。</blockquote></p><p> AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p><p><blockquote>AMC 甚至在上周取消了一项拟议的股权融资,因为该公司显然不喜欢 Reddit 人群的反响。过去一年,AMC 的股票数量已经增加了五倍。首席执行官亚当-阿伦(Adam Aron)在推特上表示,他看到了 “许多人赞成,许多人反对 ”对他增发 2500 万股股票的提议的反应,因此该提议将被取消,而不是在本月晚些时候的 AMC 年会上进行表决。该公司没有回答有关如何调查股东的问题。</blockquote></p><p> Forget the boardroom. Corporate policy is now being determined in the chat room.</p><p><blockquote>忘了会议室吧。公司政策现在正在聊天室里决定。</blockquote></p><p> Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p><p><blockquote>大投资者正在花费更多时间跟踪社交媒体上有关股票的讨论。美国银行在今年的一项调查中发现,大约25%的机构已经在跟踪社交媒体情绪,但大约40%的机构有兴趣在未来使用它。</blockquote></p><p> In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p><p><blockquote>在过去的几个月里,美国银行、摩根士丹利和摩根大通都发布了关于如何围绕零售行动进行交易的报告,得出了有些不同的结论。</blockquote></p><p> There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p><p><blockquote>正如摩根士丹利所说,信号中可能存在 “阿尔法”,但要实现这一目标可能需要一些紧张的数字运算。当然,并不是所有的留言板聊天都会导致价格持续上涨,如果没有大量的数据分析,零售订单流很难与机构流分开。对于拥有工具来确定散户投资者正在购买哪些股票和正在出售哪些股票的投资者来说,摩根大通建议做多买入兴趣最高的 20% 的股票,做空卖出兴趣最高的 20% 的股票。</blockquote></p><p> For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p><p><blockquote>提供跟踪社交媒体情绪产品的另类数据公司Thinknum的鲍里斯·斯皮瓦克(Boris Spiwak)表示,目前,许多购买社交媒体情绪数据的机构似乎都在试图降低风险,而不是寻找新的机会。“他说:”他们认为这几乎就像一份保险,以限制他们的下行风险。</blockquote></p><p></p><p> For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p><p><blockquote>对于零售商来说,这种方法并不总是科学的。这一行动是由社区精神支撑的。其背后的力量既是情感上的,也是道德上的,也是经济上的。</blockquote></p><p> New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p><p><blockquote>新投资者表示,他们的动机是希望证明自己,并像利润一样惩罚保守派。他们互相学习市场,有时会放大或揭穿关于华尔街的阴谋论。一些人将模因股票运动与2008年金融危机引发的对大型金融机构的持续不信任联系起来。</blockquote></p><p> “Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p><p><blockquote>“26 岁的科尔斯说:”华尔街让我们的经济陷入困境,但没有人因此惹上麻烦。“所以,我认为他们认为我们不仅可以赚钱,还可以让华尔街的这些对冲基金付钱。”</blockquote></p><p> Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p><p><blockquote>克莱尔·赫希伯格 (Claire Hirschberg) 是一名 28 岁的工会组织者,她在 1 月份从朋友那里听说 Robinhood 上购买了价值约 50 美元的游戏驿站股票。她喜欢这个想法,但真正让她兴奋的是她父亲的反应,他是一名长期的资金经理。“她笑着说:”他很生气我买了游戏驿站,还不肯卖。“这让我想永远拿着它。”</blockquote></p><p> Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p><p><blockquote>就像老华尔街有仪式和准则一样,新华尔街也有。一位新的投资银行员工很快就会知道,在你成为合伙人之前,你不会打菲拉格慕领带。在总经理离开之前,你从不离开办公室,你也不会抱怨工作时间。坏人是监管者和参议员伊丽莎白·沃伦,而且不是按顺序。</blockquote></p><p> The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p><p><blockquote>新的交易台——数百万散户交易者现在使用的应用程序和他们聚集的留言板——也有潜规则。公开承认财务损失是一种勇敢的行为,是内部坚韧和对本集团信念的证明。你不把自己当回事,也不规范语言。你是 “猿类 ”或 “弱智 ”大军的一员。你坚持住,即使这意味着你可能会失去一切。坏人依次是卖空者、做市商和华尔街精英。</blockquote></p><p> The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p><p><blockquote>集体行动不仅仅是为了精神支持。交易策略取决于人们保持买入压力,迫使做空,或买入看涨期权,从而引发所谓的伽马挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p><p><blockquote><p class=\"t-img-caption\"><span>基思·吉尔 (Keith Gill) 在二月份众议院金融服务委员会听证会上虚拟露面,成为 Reddit 散户交易员大军推高游戏驿站股价的代言人。</span></p></blockquote></p><p> Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p><p><blockquote>许多卖空者表示,他们不会再碰这些股票了。但显然,其他人并没有采纳这一建议,而是通过反复做空股票来给备忘录运动注入氧气。6 月中旬,AMC 的空头权益占该股流通量的 17%,低于 1 月份的 28%,但降幅不大。</blockquote></p><p> As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p><p><blockquote>随着价格上涨,空头们也控制不住自己。多年来一直关注游戏驿站的韦德布什证券分析师迈克尔-帕切特(Michael Pachter)说,他们开始 “流口水,耳朵里冒出火焰”。“他说:”让我感到震惊的是精神错乱的定义,就是一遍又一遍地做同样的事情,每次都希望有不同的结果,而空头却不断出现。“[游戏驿站公牛]基思-吉尔(Keith Gill)和他的 Reddit raiders 一直在挤压他们,而且一直在起作用。”</blockquote></p><p> To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p><p><blockquote>为了击败卖空者,Reddit 人群需要团结起来,但该社区有时会出现裂缝。拥有最坚定粉丝群的两只模因股票——游戏驿站和 AMC——仍然拥有庞大的核心信徒大军,他们似乎不容易动摇。但其他名字似乎有更善变的支持者。几只陷入迷因疯狂的股票已经崩溃。 Bed Bath & Beyond (BBBY) 在 1 月底和 6 月初两次飙升,但现在的交易价格仅略高于 1 月中旬的水平。在上涨期间买入的人已经赔钱了。</blockquote></p><p> Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p><p><blockquote>不信任已经蔓延,一些交易员担心 wallstreetbets——激发游戏驿站狂热的最初 Reddit 留言板——发展如此之快,以至于它已经失去了最初的精神,并可能变得容易受到操纵。有些人搬到了其他留言板,如 r/superstonk,希望能重现老社区的风味。</blockquote></p><p> Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p><p><blockquote>社交媒体跟踪公司 Hype Equity 的创始人特拉维斯·雷尔 (Travis Rehl) 表示,他试图将可能的操纵者与更有机的投资者情绪区分开来。他说,炒作股权通常由代表网上谈论的公司的公关公司雇佣。现在,他看到了一种不断增长的趋势,即股票突然出现在留言板上,收到积极的聊天,然后消失。</blockquote></p><p></p><p> “It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.</p><p><blockquote>“他说:”这让人怀疑什么是真正的讨论,什么是某人只想炒作的东西。wallstreetbets 的版主禁止在该平台上操纵市场,Rehl 表示,他们似乎正在努力遏制错误信息。主持人没有回应《巴伦周刊》的置评请求。</blockquote></p><p> “If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p><p><blockquote>“索斯尼克说:”如果你能制造足够的轰动效应,让一只股票在短时间内上涨 10%、20%,甚至 50%,那么你就有巨大的动力去做这件事。</blockquote></p><p> The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p><p><blockquote>美国证券交易委员会正在关注留言板上的有趣交易。美国证券交易委员会主席加里·詹斯勒(Gary Gensler)和一些国会议员讨论了改变市场规则,目的是增加保护散户交易者的透明度——尽管如果这些变化减缓交易速度或使交易成本更高,也可能激怒零售人群。</blockquote></p><p> Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p><p><blockquote>监管并不是唯一能遏制这一趋势的因素。fintech Betterment 行为金融和投资副总裁丹·伊根 (Dan Egan) 认为,这种势头可能会在 9 月份耗尽。即使是 “猿猴 ”也有责任。“他说:”孩子们开始重返校园;家长们也可以自由地再次上班了。“那是下一次从房间里抽出氧气的时候了。”</blockquote></p><p> Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p><p><blockquote>传统投资者可能会倾向于将整个现象视为由封锁和免费政府资金引发的暂时疯狂。但那将是一个错误。如果零佣金经纪和游戏驿站乐趣打破了数百万新投资者开户的障碍,那么只要大多数人用他们并不立即需要的钱下注,这几乎肯定是一件好事。许多新零售商表示,他们正在自学如何交易,并开始分散持股。</blockquote></p><p> In one form or another, this is the future client base of Wall Street.</p><p><blockquote>无论如何,这是华尔街未来的客户群。</blockquote></p><p> Arizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p><p><blockquote>亚利桑那州立大学教授亨德里克-贝森宾德(Hendrik Bessembinder)在2018年发表了一项开创性的研究,发现“在随机选择的月份随机选择的股票,亏损的可能性大于赚钱的可能性”。简而言之,挑选单只股票并持有集中投资组合往往是一种失败的策略。</blockquote></p><p> Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p><p><blockquote>即便如此,他还是对新一波交易感到鼓舞。“贝森宾德说:”我欢迎零售交易的增加,欢迎股票市场成为一个广泛参与的地方。“经济学家不能告诉人们他们不应该找点乐子”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","CLOV":"Clover Health Corp","AMC":"AMC院线","WKHS":"Workhorse Group, Inc.","BB":"黑莓","SCHW":"嘉信理财","CARV":"卡弗储蓄","NEGG":"Newegg Comm Inc."},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1,"symbols_score_info":{"GME":0.9,"BB":0.9,"BBBY":0.9,"AMC":0.9,"NEGG":0.9,"MRIN":0.9,"SCHW":0.9,"WKHS":0.9,"CLOV":0.9,"CARV":0.9}},"isVote":1,"tweetType":1,"viewCount":4244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141710029,"gmtCreate":1625890976561,"gmtModify":1633936312815,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141710029","repostId":"1177397700","repostType":4,"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143956639,"gmtCreate":1625757173021,"gmtModify":1633937611997,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143956639","repostId":"1162204971","repostType":4,"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156477611,"gmtCreate":1625235584933,"gmtModify":1633942213197,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156477611","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 Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://www.laohunote.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>值得关注的 5 个沃伦·巴菲特最爱</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga Earnings","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 <b>Warren Buffett</b> has posted an impressive 21% year-to-date return for his flagship <b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>他的旗舰产品今年迄今为止的回报率高达 21%<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拥有的五只股票,它们可能会在 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 initial position in insurance broker <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首次担任保险经纪人职务<b>怡安有限公司</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,也可能是巴菲特加仓的一个头寸。</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>怡安报告第一季度收入同比增长10%,其中有机收入增长6%。公司利润率有所提高,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,这可能是下一份财报的亮点。</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 <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>(纳斯达克股票代码: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 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>苹果占伯克希尔哈撒韦投资组合中最大的股票持有量。这家 iPhone 制造商仍然是一家创新者,下半年不应忽视更多产品发布和公告,这可能会推动该股股价走高。</blockquote></p><p> <b>3. Bank of America:</b> <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 <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。巴菲特大幅降低了该公司的权重<b>富国银行</b>(纽约证券交易所股票代码:WFC),该公司曾持有该股票 10% 的股份,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,该公司公布第一季度创纪录的消费者投资资产和创纪录的客户余额。</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 月下旬宣布将季度股息从 18 美分提高到 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 is<b> Coca-Cola Co</b> (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 <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实现了正回报,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的大型收购<b>怪物饮料公司</b>(纳斯达克股票代码:MNST)或进一步进军酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of <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>股份<b>威瑞森通信</b>(纽约证券交易所股票代码:VZ)2021 年上半年下降了约 4%。该公司第一季度总收入为329亿美元,同比增长4%。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>全国范围内向 5G 的转变可以帮助像 Verizon 这样的公司,再加上近 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>值得关注的 5 个沃伦·巴菲特最爱</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>值得关注的 5 个沃伦·巴菲特最爱</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 Earnings </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 <b>Warren Buffett</b> has posted an impressive 21% year-to-date return for his flagship <b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>他的旗舰产品今年迄今为止的回报率高达 21%<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拥有的五只股票,它们可能会在 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 initial position in insurance broker <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首次担任保险经纪人职务<b>怡安有限公司</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,也可能是巴菲特加仓的一个头寸。</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>怡安报告第一季度收入同比增长10%,其中有机收入增长6%。公司利润率有所提高,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,这可能是下一份财报的亮点。</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 <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>(纳斯达克股票代码: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 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>苹果占伯克希尔哈撒韦投资组合中最大的股票持有量。这家 iPhone 制造商仍然是一家创新者,下半年不应忽视更多产品发布和公告,这可能会推动该股股价走高。</blockquote></p><p> <b>3. Bank of America:</b> <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 <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。巴菲特大幅降低了该公司的权重<b>富国银行</b>(纽约证券交易所股票代码:WFC),该公司曾持有该股票 10% 的股份,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,该公司公布第一季度创纪录的消费者投资资产和创纪录的客户余额。</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 月下旬宣布将季度股息从 18 美分提高到 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 is<b> Coca-Cola Co</b> (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 <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实现了正回报,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的大型收购<b>怪物饮料公司</b>(纳斯达克股票代码:MNST)或进一步进军酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of <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>股份<b>威瑞森通信</b>(纽约证券交易所股票代码:VZ)2021 年上半年下降了约 4%。该公司第一季度总收入为329亿美元,同比增长4%。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>全国范围内向 5G 的转变可以帮助像 Verizon 这样的公司,再加上近 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","BRK.B":"伯克希尔B","WFC":"富国银行","MNST":"怪物饮料","BRK.A":"伯克希尔","BAC":"美国银行","KO":"可口可乐","AON":"怡安保险"},"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,"AON":0.9,"BRK.B":0.9,"MNST":0.9,"BRK.A":0.9,"KO":0.9,"WFC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156474266,"gmtCreate":1625235573055,"gmtModify":1633942213842,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156474266","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 Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://www.laohunote.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>值得关注的 5 个沃伦·巴菲特最爱</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga Earnings","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 <b>Warren Buffett</b> has posted an impressive 21% year-to-date return for his flagship <b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>他的旗舰产品今年迄今为止的回报率高达 21%<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拥有的五只股票,它们可能会在 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 initial position in insurance broker <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首次担任保险经纪人职务<b>怡安有限公司</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,也可能是巴菲特加仓的一个头寸。</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>怡安报告第一季度收入同比增长10%,其中有机收入增长6%。公司利润率有所提高,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,这可能是下一份财报的亮点。</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 <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>(纳斯达克股票代码: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 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>苹果占伯克希尔哈撒韦投资组合中最大的股票持有量。这家 iPhone 制造商仍然是一家创新者,下半年不应忽视更多产品发布和公告,这可能会推动该股股价走高。</blockquote></p><p> <b>3. Bank of America:</b> <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 <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。巴菲特大幅降低了该公司的权重<b>富国银行</b>(纽约证券交易所股票代码:WFC),该公司曾持有该股票 10% 的股份,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,该公司公布第一季度创纪录的消费者投资资产和创纪录的客户余额。</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 月下旬宣布将季度股息从 18 美分提高到 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 is<b> Coca-Cola Co</b> (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 <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实现了正回报,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的大型收购<b>怪物饮料公司</b>(纳斯达克股票代码:MNST)或进一步进军酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of <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>股份<b>威瑞森通信</b>(纽约证券交易所股票代码:VZ)2021 年上半年下降了约 4%。该公司第一季度总收入为329亿美元,同比增长4%。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>全国范围内向 5G 的转变可以帮助像 Verizon 这样的公司,再加上近 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>值得关注的 5 个沃伦·巴菲特最爱</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>值得关注的 5 个沃伦·巴菲特最爱</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 Earnings </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 <b>Warren Buffett</b> has posted an impressive 21% year-to-date return for his flagship <b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.</p><p><blockquote>传奇投资人<b>沃伦·巴菲特</b>他的旗舰产品今年迄今为止的回报率高达 21%<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拥有的五只股票,它们可能会在 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 initial position in insurance broker <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首次担任保险经纪人职务<b>怡安有限公司</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,也可能是巴菲特加仓的一个头寸。</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>怡安报告第一季度收入同比增长10%,其中有机收入增长6%。公司利润率有所提高,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,这可能是下一份财报的亮点。</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 <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>(纳斯达克股票代码: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 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>苹果占伯克希尔哈撒韦投资组合中最大的股票持有量。这家 iPhone 制造商仍然是一家创新者,下半年不应忽视更多产品发布和公告,这可能会推动该股股价走高。</blockquote></p><p> <b>3. Bank of America:</b> <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 <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。巴菲特大幅降低了该公司的权重<b>富国银行</b>(纽约证券交易所股票代码:WFC),该公司曾持有该股票 10% 的股份,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,该公司公布第一季度创纪录的消费者投资资产和创纪录的客户余额。</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 月下旬宣布将季度股息从 18 美分提高到 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 is<b> Coca-Cola Co</b> (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 <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实现了正回报,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的大型收购<b>怪物饮料公司</b>(纳斯达克股票代码:MNST)或进一步进军酒精饮料。</blockquote></p><p> <b>5. Verizon:</b>Shares of <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>股份<b>威瑞森通信</b>(纽约证券交易所股票代码:VZ)2021 年上半年下降了约 4%。该公司第一季度总收入为329亿美元,同比增长4%。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>全国范围内向 5G 的转变可以帮助像 Verizon 这样的公司,再加上近 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","BRK.B":"伯克希尔B","WFC":"富国银行","MNST":"怪物饮料","BRK.A":"伯克希尔","BAC":"美国银行","KO":"可口可乐","AON":"怡安保险"},"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,"AON":0.9,"BRK.B":0.9,"MNST":0.9,"BRK.A":0.9,"KO":0.9,"WFC":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159556427,"gmtCreate":1624975227869,"gmtModify":1633946315815,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579523962373263","authorIdStr":"3579523962373263"},"themes":[],"title":"","htmlText":" Wow","listText":" 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Wow","listText":" Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129551339","repostId":"2145056554","repostType":4,"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":106809732,"gmtCreate":1620097822426,"gmtModify":1634207828347,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like and comment pls ","listText":"Like and comment pls ","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/106809732","repostId":"1147234999","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109117511,"gmtCreate":1619672670933,"gmtModify":1634210818551,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like and comment pls ","listText":"Like and comment pls ","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/109117511","repostId":"1137964402","repostType":4,"repost":{"id":"1137964402","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":1619651546,"share":"https://www.laohunote.com/m/news/1137964402?lang=zh_CN&edition=full","pubTime":"2021-04-29 07:12","market":"us","language":"en","title":"Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告另一个井喷季度销售额增长 54%,授权回购 900 亿美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137964402","media":"Tiger Newspress","summary":"Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.</p><p><blockquote><ul><li>苹果周三公布了一个井喷的季度,宣布全公司销售额比去年增长 54%,利润明显强于华尔街预期。</li><li>苹果没有就截至 6 月份的季度预期发布官方指引。</li><li>苹果授权900亿美元股票回购。</li></ul>苹果周三公布了一个井喷的季度,宣布全公司销售额比去年增长 54%,利润明显强于华尔街预期。</blockquote></p><p>Apple stock rose over 4% at one point in extended trading.</p><p><blockquote>苹果股价在盘后交易中一度上涨超过 4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p>Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.</p><p><blockquote>苹果报告称,其每个产品类别都实现了两位数的增长,其最重要的产品线 iPhone 比去年增长了 65.5%。其 Mac 和 iPad 销量表现更好,电脑销量同比增长 70.1%,iPad 销量同比增长近 79%。</blockquote></p><p>Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.</p><p><blockquote>苹果表示,将把股息提高 7%,达到每股 0.22 美元,并授权回购 900 亿美元的股票,大大高于去年的 500 亿美元支出和 2019 年的 750 亿美元支出。</blockquote></p><p>Here’s how Apple did versus Refinitiv estimates:</p><p><blockquote>以下是苹果的表现与路孚特的估计:</blockquote></p><p><ul><li><b>EPS</b>: $1.40 vs. $0.99 estimated</li><li><b>Revenue</b>: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-year</li><li><b>Services revenue</b>: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over year</li><li><b>Other Products revenue</b>: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-year</li><li><b>Mac revenue</b>: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>: 42.5% vs. 39.8% estimated</li></ul>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p><blockquote><ul><li><b>每股收益</b>:1.40美元对比。估计 0.99 美元</li><li><b>收入</b>:895.8 亿美元 vs.预计773.6亿美元,同比增长53.7%</li><li><b>iPhone收入</b>:479.4亿美元 vs.预计414.3亿美元,同比增长65.5%</li><li><b>服务收入</b>:169.0 亿美元 vs.预计155.7亿美元,同比增长26.7%</li><li><b>其他产品收入</b>:78.3 亿美元 vs.预计77.9亿美元,同比增长24%</li><li><b>Mac收入</b>:91亿美元 vs.预计68.6亿美元,同比增长70.1%</li><li><b>iPad收入</b>:78 亿美元 vs.预计55.8亿美元,同比增长78.9%</li><li><b>毛利率</b>:42.5% vs. 估计值39.8%</li></ul>苹果没有就截至 6 月份的季度预期发布官方指引。自大流行病开始以来,该公司一直没有提供收入指引,理由是存在不确定性。这是苹果连续第二个季度所有产品类别都实现两位数增长。苹果首席财务官卢卡-马埃斯特里(Luca Maestri)告诉分析师,该公司预计 6 月份季度的收入将同比增长两位数,尽管由于全球芯片短缺,该公司面临一些供应短缺。</blockquote></p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.</p><p><blockquote>苹果近几个月来表示,随着消费者和企业购买电脑在家工作和娱乐,疫情提振了其业务。但苹果本季度的强劲业绩表明,随着更多经济体的开放,这一趋势可能会持续下去。</blockquote></p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”</p><p><blockquote>或者,正如苹果首席执行官蒂姆-库克(Tim Cook)在一份声明中所说: “本季度既反映了我们的产品帮助用户在自己的生活中迎接这一时刻的持久方式,也反映了消费者似乎对我们所有人未来更美好的日子感到乐观”。</blockquote></p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.</p><p><blockquote>Mac 销量增长了 70%,库克说,这一结果 “得益于 ”该公司推出的 Mac 笔记本电脑使用自己的 M1 芯片,而不是英特尔销售的处理器,从而延长了电池寿命。iPad 销量同比增长近 79%。</blockquote></p><p>Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p><blockquote>这些结果都不包括该公司 3 月份宣布的 iPad Pro 或 iMac 型号,预计这将推动额外需求。</blockquote></p><p>“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p><blockquote>“库克告诉 CNBC 的乔希-利普顿(Josh Lipton):”我们看到 Mac 的首次购买者强劲.它的购买率继续徘徊在 50% 以下。“在中国,这一比例甚至更高.三分之二左右。这说明人们更喜欢在 Mac 上工作。”</blockquote></p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p><blockquote>苹果的 iPhone 本季度也公布了强劲的业绩,平息了人们对当前年度周期可能放缓的担忧。去年,苹果发布了采用全新外观设计和 5G 支持的 iPhone,许多投资者认为这可能会引发一次重大升级周期,本季度的业绩也表明了这一点。</blockquote></p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><blockquote>在包括中国大陆、中国香港和台湾地区在内的大中华区,苹果的收入同比增长超过 87%,达到 177.3 亿美元,但与去年的一个季度相比,去年中国在大流行病初期基本上处于停摆状态。包括美洲和欧洲在内的所有其他地区的收入也同比增长。</blockquote></p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p><blockquote>苹果的高利润服务业务,包括 iCloud、App Store 和苹果音乐等订阅服务,也实现了 26.7% 的增长。</blockquote></p><p></p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p><blockquote>苹果用来显示服务增长的一个指标是其订阅数量,其中不仅包括苹果一号等自己的订阅,还包括通过其应用商店的订阅。</blockquote></p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p><blockquote>“库克告诉 CNBC:”我们现在平台上所有服务的付费订阅量超过 6.6 亿,比上一季度增加了 4000 万,比上一季度的 3500 万有所加快。</blockquote></p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p><blockquote>然而,苹果的 App Store 一直受到立法者和公司的质疑,他们认为它成本太高,权力太大。备受关注的堡垒之夜制造商Epic Games关于应用商店政策的审判将于下周开始。</blockquote></p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p><blockquote>“App Store 是一个经济奇迹。据估计,去年有超过 5 万亿美元的经济活动因为 App Store 而产生。因此,这不仅改变了美国的经济游戏规则,也改变了世界上几个国家的经济游戏规则。我们将走进去讲述我们的故事。我们拭目以待。但是,我们很有信心,”库克告诉 CNBC。</blockquote></p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p><p><blockquote>苹果的毛利率也异常高。大多数季度,利润率往往在 38% 至 39% 之间,但在截至 3 月份的季度,苹果报告的利润率为 42.5%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告另一个井喷季度销售额增长 54%,授权回购 900 亿美元股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple reports another blowout quarter with sales up 54%, authorizes $90 billion in share buybacks<blockquote>苹果报告另一个井喷季度销售额增长 54%,授权回购 900 亿美元股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-29 07:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.</li><li>Apple did not issue official guidance for what it expects in the quarter ending in June.</li><li>Apple authorized $90 billion in share buybacks.</li></ul>Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.</p><p><blockquote><ul><li>苹果周三公布了一个井喷的季度,宣布全公司销售额比去年增长 54%,利润明显强于华尔街预期。</li><li>苹果没有就截至 6 月份的季度预期发布官方指引。</li><li>苹果授权900亿美元股票回购。</li></ul>苹果周三公布了一个井喷的季度,宣布全公司销售额比去年增长 54%,利润明显强于华尔街预期。</blockquote></p><p>Apple stock rose over 4% at one point in extended trading.</p><p><blockquote>苹果股价在盘后交易中一度上涨超过 4%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4e791f63f460807906f1793c2d58933e\" tg-width=\"1302\" tg-height=\"833\"></p><p><blockquote></blockquote></p><p>Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.</p><p><blockquote>苹果报告称,其每个产品类别都实现了两位数的增长,其最重要的产品线 iPhone 比去年增长了 65.5%。其 Mac 和 iPad 销量表现更好,电脑销量同比增长 70.1%,iPad 销量同比增长近 79%。</blockquote></p><p>Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.</p><p><blockquote>苹果表示,将把股息提高 7%,达到每股 0.22 美元,并授权回购 900 亿美元的股票,大大高于去年的 500 亿美元支出和 2019 年的 750 亿美元支出。</blockquote></p><p>Here’s how Apple did versus Refinitiv estimates:</p><p><blockquote>以下是苹果的表现与路孚特的估计:</blockquote></p><p><ul><li><b>EPS</b>: $1.40 vs. $0.99 estimated</li><li><b>Revenue</b>: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-year</li><li><b>iPhone revenue</b>: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-year</li><li><b>Services revenue</b>: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over year</li><li><b>Other Products revenue</b>: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-year</li><li><b>Mac revenue</b>: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-year</li><li><b>iPad revenue</b>: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-year</li><li><b>Gross margin</b>: 42.5% vs. 39.8% estimated</li></ul>Apple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.</p><p><blockquote><ul><li><b>每股收益</b>:1.40美元对比。估计 0.99 美元</li><li><b>收入</b>:895.8 亿美元 vs.预计773.6亿美元,同比增长53.7%</li><li><b>iPhone收入</b>:479.4亿美元 vs.预计414.3亿美元,同比增长65.5%</li><li><b>服务收入</b>:169.0 亿美元 vs.预计155.7亿美元,同比增长26.7%</li><li><b>其他产品收入</b>:78.3 亿美元 vs.预计77.9亿美元,同比增长24%</li><li><b>Mac收入</b>:91亿美元 vs.预计68.6亿美元,同比增长70.1%</li><li><b>iPad收入</b>:78 亿美元 vs.预计55.8亿美元,同比增长78.9%</li><li><b>毛利率</b>:42.5% vs. 估计值39.8%</li></ul>苹果没有就截至 6 月份的季度预期发布官方指引。自大流行病开始以来,该公司一直没有提供收入指引,理由是存在不确定性。这是苹果连续第二个季度所有产品类别都实现两位数增长。苹果首席财务官卢卡-马埃斯特里(Luca Maestri)告诉分析师,该公司预计 6 月份季度的收入将同比增长两位数,尽管由于全球芯片短缺,该公司面临一些供应短缺。</blockquote></p><p>Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.</p><p><blockquote>苹果近几个月来表示,随着消费者和企业购买电脑在家工作和娱乐,疫情提振了其业务。但苹果本季度的强劲业绩表明,随着更多经济体的开放,这一趋势可能会持续下去。</blockquote></p><p>Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”</p><p><blockquote>或者,正如苹果首席执行官蒂姆-库克(Tim Cook)在一份声明中所说: “本季度既反映了我们的产品帮助用户在自己的生活中迎接这一时刻的持久方式,也反映了消费者似乎对我们所有人未来更美好的日子感到乐观”。</blockquote></p><p>Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.</p><p><blockquote>Mac 销量增长了 70%,库克说,这一结果 “得益于 ”该公司推出的 Mac 笔记本电脑使用自己的 M1 芯片,而不是英特尔销售的处理器,从而延长了电池寿命。iPad 销量同比增长近 79%。</blockquote></p><p>Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.</p><p><blockquote>这些结果都不包括该公司 3 月份宣布的 iPad Pro 或 iMac 型号,预计这将推动额外需求。</blockquote></p><p>“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”</p><p><blockquote>“库克告诉 CNBC 的乔希-利普顿(Josh Lipton):”我们看到 Mac 的首次购买者强劲.它的购买率继续徘徊在 50% 以下。“在中国,这一比例甚至更高.三分之二左右。这说明人们更喜欢在 Mac 上工作。”</blockquote></p><p>Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.</p><p><blockquote>苹果的 iPhone 本季度也公布了强劲的业绩,平息了人们对当前年度周期可能放缓的担忧。去年,苹果发布了采用全新外观设计和 5G 支持的 iPhone,许多投资者认为这可能会引发一次重大升级周期,本季度的业绩也表明了这一点。</blockquote></p><p>In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.</p><p><blockquote>在包括中国大陆、中国香港和台湾地区在内的大中华区,苹果的收入同比增长超过 87%,达到 177.3 亿美元,但与去年的一个季度相比,去年中国在大流行病初期基本上处于停摆状态。包括美洲和欧洲在内的所有其他地区的收入也同比增长。</blockquote></p><p><img src=\"https://static.tigerbbs.com/37a8b45c92174e3c9ab224d9a85f5e2d\" tg-width=\"1910\" tg-height=\"1114\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.</p><p><blockquote>苹果的高利润服务业务,包括 iCloud、App Store 和苹果音乐等订阅服务,也实现了 26.7% 的增长。</blockquote></p><p></p><p>One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.</p><p><blockquote>苹果用来显示服务增长的一个指标是其订阅数量,其中不仅包括苹果一号等自己的订阅,还包括通过其应用商店的订阅。</blockquote></p><p>“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.</p><p><blockquote>“库克告诉 CNBC:”我们现在平台上所有服务的付费订阅量超过 6.6 亿,比上一季度增加了 4000 万,比上一季度的 3500 万有所加快。</blockquote></p><p>However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.</p><p><blockquote>然而,苹果的 App Store 一直受到立法者和公司的质疑,他们认为它成本太高,权力太大。备受关注的堡垒之夜制造商Epic Games关于应用商店政策的审判将于下周开始。</blockquote></p><p>“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.</p><p><blockquote>“App Store 是一个经济奇迹。据估计,去年有超过 5 万亿美元的经济活动因为 App Store 而产生。因此,这不仅改变了美国的经济游戏规则,也改变了世界上几个国家的经济游戏规则。我们将走进去讲述我们的故事。我们拭目以待。但是,我们很有信心,”库克告诉 CNBC。</blockquote></p><p>Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.</p><p><blockquote>苹果的毛利率也异常高。大多数季度,利润率往往在 38% 至 39% 之间,但在截至 3 月份的季度,苹果报告的利润率为 42.5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137964402","content_text":"KEY POINTSApple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple did not issue official guidance for what it expects in the quarter ending in June.Apple authorized $90 billion in share buybacks.Apple reported a blowout quarter on Wednesday, announcing companywide sales up 54% higher than last year, and significantly stronger profits than Wall Street expected.Apple stock rose over 4% at one point in extended trading.Apple reported double-digit growth in every single one of its product categories, and its most important product line, the iPhone, was up 65.5% from last year. Its Mac and iPad sales did better, with its computers up 70.1% and iPad sales growing nearly 79% on an annual basis.Apple said it would increase its dividend by 7% to $0.22 per share and authorized $90 billion in share buybacks, which is significantly higher than last year’s $50 billion outlay and 2019′s $75 billion.Here’s how Apple did versus Refinitiv estimates:EPS: $1.40 vs. $0.99 estimatedRevenue: $89.58 billion vs. $77.36 billion estimated, up 53.7% year-over-yeariPhone revenue: $47.94 billion vs. $41.43 billion estimated, up 65.5% year-over-yearServices revenue: $16.90 billion vs. $15.57 billion estimated, up 26.7% year over yearOther Products revenue: $7.83 billion vs. $7.79 billion estimated, up 24% year-over-yearMac revenue: $9.10 billion vs. $6.86 billion estimated, up 70.1% year-over-yeariPad revenue: $7.80 billion vs. $5.58 billion estimated, up 78.9% year-over-yearGross margin: 42.5% vs. 39.8% estimatedApple did not issue official guidance for what it expects in the quarter ending in June. It hasn’t provided revenue guidance since the start of the pandemic, citing uncertainty. This is Apple’s second quarter in a row with double-digit growth in all product categories. Apple CFO Luca Maestri told analysts that the company expects June quarter revenue to rise by double digits year-over-year, although it faces some supply shortages due to the worldwide chip shortage.Apple has said in the past months that its business has been boosted by the pandemic as consumers and businesses bought computers to work and entertain themselves while at home. But Apple’s strong results in the quarter suggest that the trend may persist as more economies open up.Or, as Apple CEO Tim Cook said in a statement: “This quarter reflects both the enduring ways our products have helped our users meet this moment in their own lives, as well as the optimism consumers seem to feel about better days ahead for all of us.”Mac sales were up 70%, and Cook said that the result was “fueled by” the company’s introduction of its Mac laptops that used its own M1 chips for longer battery life, instead of processors sold by Intel. iPad sales were up nearly 79% year-over-year.Neither of those results include iPad Pro or iMac models the company announced in March, which are expected to drive additional demand.“We’re seeing strong first-time buyers on the Mac … it continues to run just south of 50%,” Cook told CNBC’s Josh Lipton. “And, in China, it’s even higher than that … it’s more around two-thirds. And that speaks to people preferring to work on the Mac.”Apple’s iPhone also reported strong results this quarter, quelling fears that the current annual cycle could slow down. Last year, Apple released iPhones with a new exterior design and 5G support, which many investors believed could prompt a major upgrade cycle, which this quarter’s results indicate.In greater China, which includes the mainland, Hong Kong, and Taiwan, Apple’s revenue increased over 87% year-over-year to $17.73 billion, although the comparison is to a quarter last year in which China was largely shut down in the early days of the pandemic. Every other geographical category, including the Americas and Europe, were also up on an annual basis.Apple’s high-margin services business, including iCloud, App Store, and subscriptions like Apple Music, also showed 26.7% growth.One metric that Apple uses to show the growth in services is the number of subscriptions it has, which not only include its own subscriptions like Apple One, but also subscriptions through its App Store.“We now have over 660 million paid subscriptions across the services on the platform, and that’s up 40 million from the previous quarter, which is an acceleration from 35 million,” Cook told CNBC.However, Apple’s App Store has been challenged by lawmakers and companies that say it costs too much and has too much power. A closely-watched trial with Fortnite maker Epic Games over App Store policies kicks off next week.“The App Store has been an economic miracle. Last year, the estimates are that there was over a half a trillion dollars of economic activity because of the store. And, so, this has been just an economic gamechanger for not only the United States, but several countries around the world. And, we’re going to go in and tell our story. And we’ll see where it goes. But, we’re confident,” Cook told CNBC.Apple’s gross margin was also unusually elevated for the company. Most quarters, it tends to be in the 38% to 39% range, but in the quarter ending in March, Apple reported 42.5% margins.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112223755,"gmtCreate":1622875992377,"gmtModify":1634097120458,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/112223755","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://www.laohunote.com/m/news/1106312903?lang=zh_CN&edition=full","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta 发展迅速,其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,根据MAUs,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示,它已经建立了美国最大的门诊心理健康平台之一,截至2021年3月31日,在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值,但该公司仍表现出增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>(任务)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利且增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据,通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利,为 1,000 多名客户提供服务,到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年,该市场在过去一年中有超过 58,000 名买家进行了购买,平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查,多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日,文艺复兴IPO指数年初至今下跌6.0%,而标普500上涨11.6%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%,而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</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. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO<blockquote>美国 IPO 前一周:数字支付、心理健康服务等多元化 8 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-06-05 09:16</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>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li> <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li> <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li> </ul> Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p><p><blockquote><ul><li>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</li><li>支付平台 Marqeta 计划以 124 亿美元的市值筹集 10 亿美元。</li><li>中国在线招聘平台看准计划以82亿美元的市值筹集8.64亿美元。</li></ul>目前有八次IPO计划筹集37亿美元,涉及数字支付、心理健康服务等。</blockquote></p><p> Payments platform <b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p><p><blockquote>支付平台<b>市场</b>(MQ) 计划以 124 亿美元的市值筹集 10 亿美元。该公司的平台允许企业启动和管理自己的卡计划,向客户或最终用户发行卡,以及授权和结算交易。Marqeta 发展迅速,其客户中包括 Affirm (AFRM) 和 DoorDash (DASH) 等品牌。</blockquote></p><p> Chinese online recruitment platform <b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p><p><blockquote>中国在线招聘平台<b>看准</b>(BZ) 计划以 82 亿美元的市值筹集 8.64 亿美元。看准的核心产品BOSS直聘是一个移动原生平台,促进求职者和企业客户之间的直接聊天。该公司声称,根据MAUs,它是2020年中国最大的在线招聘平台。</blockquote></p><p> Mental health services provider <b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p><p><blockquote>心理健康服务提供者<b>LifeStance健康</b>(LFST) 计划以 61 亿美元的市值筹集 6.4 亿美元。LifeStance表示,它已经建立了美国最大的门诊心理健康平台之一,截至2021年3月31日,在27个州的73个MSA雇佣了3300多名持牌心理健康临床医生。尽管息税前利润在2021年第一季度变为负值,但该公司仍表现出增长。</blockquote></p><p> Israel’s <b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p><p><blockquote>以色列的<b>星期一网</b>(MNDY) 计划以 68 亿美元的市值筹集 4.9 亿美元。monday.com允许组织轻松构建适合其需求的软件应用程序和工作管理工具。截至2021年3月31日,它为190多个国家200多个行业的近128,000名客户提供服务。Salesforce 和 Zoom 计划同时投资 1.5 亿美元进行私募。</blockquote></p><p> BPO vendor <b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p><p><blockquote>BPO供应商<b>口袋</b>(任务)计划以25亿美元的市值筹集3.04亿美元。TaskUs是一家数字商业服务外包商,提供数字客户体验服务、内容安全服务和人工智能运营。截至2020年12月31日,该公司盈利且增长强劲,拥有100多家客户。</blockquote></p><p> Data-driven marketing platform <b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p><p><blockquote>数据驱动营销平台<b>泽塔全球</b>(ZETA) 计划以 21 亿美元的市值筹集 2.5 亿美元。该公司的 Zeta 营销平台利用身份数据,通过电子邮件、社交媒体、网络、聊天、联网电视、视频和其他渠道锁定、联系和吸引消费者。Zeta 盈利,为 1,000 多名客户提供服务,到 2020 年将提供大约 5 亿次广告展示。</blockquote></p><p> Online luxury goods marketplace <b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p><p><blockquote>在线奢侈品市场<b>1stDibs</b>(DIBS) 计划以 7.73 亿美元的市值筹集 1.12 亿美元。1stDibs连接古董、古董和当代家具、家居装饰、珠宝、手表、艺术和时尚的买家和卖家。2020 年,该市场在过去一年中有超过 58,000 名买家进行了购买,平均每年总购买金额超过 5,500 美元。</blockquote></p><p> Chinese online tutoring platform <b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p><p><blockquote>中文在线辅导平台<b>掌门教育</b>(ZME) 计划以 19 亿美元的市值筹集 4300 万美元。掌门教育表示,自2017年以来,按收入计算,它一直是中国最大的在线K-12辅导服务提供商,2020年市场份额为32%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p><p><blockquote>预计将对 6 家公司进行街头调查,多达 11 家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年6月3日,文艺复兴IPO指数年初至今下跌6.0%,而标普500上涨11.6%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括Zoom Video (ZM) 和优步 (UBER)。Renaissance International IPO 指数今年迄今下跌 1.1%,而 ACWX 指数上涨 10.5%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有的 ETF 包括 Nexi 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","LFST":"LifeStance Health Group, Inc.","ZETA":"Zeta Global Holdings Corp.","ZME":"掌门教育","MQ":"Marqeta, Inc.","BZ":"BOSS直聘",".IXIC":"NASDAQ Composite","MNDY":"Monday.com Ltd.","DIBS":"1stdibs.com Inc.","TASK":"TaskUs Inc.",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{"ZME":0.9,".DJI":0.9,".IXIC":0.9,"BZ":0.9,"MNDY":0.9,"MQ":0.9,".SPX":0.9,"DIBS":0.9,"LFST":0.9,"ZETA":0.9,"TASK":0.9}},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196005834,"gmtCreate":1620997127728,"gmtModify":1634194694004,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/196005834","repostId":"1197630232","repostType":4,"repost":{"id":"1197630232","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":1620994115,"share":"https://www.laohunote.com/m/news/1197630232?lang=zh_CN&edition=full","pubTime":"2021-05-14 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197630232","media":"Tiger Newspress","summary":" Futures contracts tied to major stock indexesjumped in early trading Fridayas Wall Street is set to rebound for a second day after starting the week with big losses. Dow Jones Industrial Average futures climbed 150 points. S&P 500 futures gained 0.6%. Futures on the tech-heavy Nasdaq 100 Index, the relative underperformer this week, popped 1%.All three benchmarks are still on pace to post sharp losses for the week, with the Dow down 2.2% and the S&P shedding 2.8%. Tech stocks have been hit espe","content":"<p><ul><li>Stock futures extend gains after Dow's best day since March.</li><li>Bitcoin traded above $50,000.</li><li>Blockchain stocks, Tech stocks rally in premarket trading.</li><li>Disney, DoorDash, Snowflake, Fisker & more making the biggest moves in the premarket.</li><li>Dogecoin rallies after Elon Musk tweet, Coinbase listing.</li></ul>(May 14) Futures contracts tied to major stock indexesjumped in early trading Fridayas Wall Street is set to rebound for a second day after starting the week with big losses. Dow Jones Industrial Average futures climbed 150 points. S&P 500 futures gained 0.6%. Futures on the tech-heavy Nasdaq 100 Index, the relative underperformer this week, popped 1%.</p><p><blockquote><ul><li>道琼斯指数创下三月份以来最好的一天后,股票期货延续涨幅。</li><li>比特币的交易价格超过 50,000 美元。</li><li>区块链股票、科技股在盘前交易中上涨。</li><li>迪士尼、DoorDash、Snowflake、Fisker & more 在市场前做出了最大的动作。</li><li>埃隆·马斯克发推文、比特币基地上市后狗狗币上涨。</li></ul>(5月14日)与主要股指挂钩的期货合约在周五早盘交易中上涨,因为华尔街在本周开始大幅亏损后将连续第二天反弹。道琼斯工业平均指数期货上涨150点。标普500期货上涨0.6%。本周表现相对不佳的科技股纳斯达克 100 指数期货上涨 1%。</blockquote></p><p>All three benchmarks are still on pace to post sharp losses for the week, with the Dow down 2.2% and the S&P shedding 2.8%. Tech stocks have been hit especially hard amid hotter-than-expected inflation data, pulling the Nasdaq down 4.6% for the week.</p><p><blockquote>所有三个基准指数本周仍有望大幅下跌,道琼斯指数下跌 2.2%,标准普尔指数下跌 2.8%。由于通胀数据高于预期,科技股受到的打击尤为严重,导致纳斯达克本周下跌 4.6%。</blockquote></p><p>At 8:03 a.m. ET, Dow E-minis were up 171 points, or 0.50%, S&P 500 E-minis were up 27.75 points, or 0.68% and Nasdaq 100 E-minis were up 142.50 points, or 1.09%.</p><p><blockquote>美国东部时间上午 8:03,道琼斯电子迷你指数上涨 171 点,涨幅 0.50%,标普500电子迷你指数上涨 27.75 点,涨幅 0.68%,纳斯达克 100 电子迷你指数上涨 142.50 点,涨幅 1.09%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fff7d1b70fcf5d6f7637c65743dfdb01\" tg-width=\"1242\" tg-height=\"491\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Blockchain stocks, Tech stocks rally in premarket trading.</p><p><blockquote>区块链股票、科技股在盘前交易中上涨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/644f610cd528141eed1d81ae52393199\" tg-width=\"324\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4fadb30b15175c64bc2684dbd8720772\" tg-width=\"327\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/42044defa599e3e6dee013fdfafaeaee\" tg-width=\"333\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Stocks making the biggest moves in the premarket: Disney, DoorDash, Snowflake, Fisker & more</b></p><p><blockquote><b>盘前涨幅最大的股票:迪士尼、DoorDash、雪花、Fisker 等</b></blockquote></p><p><b>1) Walt Disney(DIS) </b>– Disney shares dropped 3.9% in premarket trading after growth figures for the Disney+ streaming servicefell short of Wall Street predictions. Disney reported better-than-expected profit for the first quarter, but revenue was short of analysts’ forecasts.</p><p><blockquote><b>1)华特·迪士尼(DIS)</b>– 迪士尼+流媒体服务的增长数据低于华尔街预测后,迪士尼股价在盘前交易中下跌 3.9%。迪士尼公布的第一季度利润好于预期,但收入低于分析师的预期。</blockquote></p><p><b>2) DoorDash(DASH)</b> – DoorDash surged 8.2% in the premarket afterfirst-quarter revenue came in above analysts’ forecasts, and the food delivery service raised its annual forecast for order value. First-quarter results got a boost from stimulus checks, although the company said those same checks were responsible for drivers working fewer hours.</p><p><blockquote><b>2) DoorDash(破折号)</b>- DoorDash 在第一季度营收高于分析师预期后,盘前大涨 8.2%,这家食品配送服务公司上调了年度订单价值预测。刺激检查提振了第一季度的业绩,尽管该公司表示,这些检查导致司机工作时间减少。</blockquote></p><p><b>3) Snowflake(SNOW)</b> – The cloud computing company was upgraded to \"buy\" from \"neutral\" at Goldman Sachs, which notes the Snowflake's strong competitive position, as well as a drop from recent highs that is much larger than its peers have experienced. Snowflake jumped 5.7% in premarket trading.</p><p><blockquote><b>3)雪花(雪)</b>– 高盛将这家云计算公司的评级从“中性”上调至“买入”,高盛指出 Snowflake 具有强大的竞争地位,并且从近期高点的跌幅比其同行经历的要大得多。Snowflake 在盘前交易中上涨 5.7%。</blockquote></p><p><b>4) Airbnb(ABNB)</b> – Airbnbposted a first-quarter loss, but it also reported better-than-expected revenue as well a 52% jump in gross bookings as more Americans received Covid-19 vaccinations and travel restrictions eased.</p><p><blockquote><b>4)爱彼迎(ABNB)</b>– Airbnb 公布第一季度亏损,但随着更多美国人接种 Covid-19 疫苗和旅行限制放松,其收入也好于预期,总预订量增长了 52%。</blockquote></p><p><b>5) Coinbase(COIN)</b> – Coinbasereported record profitduring the first quarter, as the cryptocurrency exchange benefited from a significant rally in bitcoin and other digital currencies. Coinbase shares rose 2.3% in premarket action.</p><p><blockquote><b>5) 比特币基地(硬币)</b>– Coinbase 报告第一季度利润创纪录,因为这家加密货币交易所受益于比特币和其他数字货币的大幅上涨。Coinbase 股价在盘前上涨 2.3%。</blockquote></p><p><b>6) Kansas City Southern(KSU)</b> – The U.S.-based rail operator acceptedCanadian National Railway’s(CNI) $33.6 billion takeover bid, casting aside the $29 billion deal it had previously agreed to withCanadian Pacific Railway(CP). Canadian Pacific has five business days to make a counter-offer for Kansas City Southern. Canadian National added 2.9% in premarket trading, while Canadian Pacific rose 1.6%.</p><p><blockquote><b>6) 堪萨斯城南部(KSU)</b>- 这家总部位于美国的铁路运营商接受了加拿大国家铁路公司(CNI)336 亿美元的收购要约,放弃了之前与加拿大太平洋铁路公司(CP)达成的 290 亿美元交易。加拿大太平洋航空有五个工作日的时间对堪萨斯城南方航空提出还价。加拿大国家航空在盘前交易中上涨 2.9%,而加拿大太平洋航空上涨 1.6%。</blockquote></p><p><b>7) Tyson Foods(TSN)</b> – The beef and poultry producer sold its pet treats business toGeneral Mills(GIS) for $1.2 billion. The sale includes the Nudges, Top Chews and True Chews brands as well as an Iowa production facility.</p><p><blockquote><b>7) 泰森食品 (TSN)</b>– 这家牛肉和家禽生产商以 12 亿美元的价格将其宠物食品业务出售给通用磨坊 (GIS)。此次出售包括 Nudges、Top Chews 和 True Chews 品牌以及爱荷华州的生产设施。</blockquote></p><p><b>8) General Electric(GE) </b>– Citi reinstated coverage of GE with a “buy” rating, based on a “sum of the parts” valuation and better execution across GE’s portfolio of businesses. GE shares added 1.1% in premarket trading.</p><p><blockquote><b>8) 通用电气(GE)</b>- 花旗恢复了对通用电气的 “买入 ”评级,基于 “各部分之和 ”的估值以及通用电气业务组合更好的执行力。GE 股价在盘前交易中上涨 1.1%。</blockquote></p><p><b>9) Aurora Cannabis(ACB)</b> – Aurora Cannabis tumbled 8.7% in premarket action after it reported lower-than-expected fiscal third-quarter revenue, hit by pandemic-related restrictions in Canada. Separately, the cannabis producer announced a move in its U.S. stock listing to Nasdaq from the New York Stock Exchange, citing lower costs.</p><p><blockquote><b>9) 奥罗拉大麻(ACB)</b>– 受加拿大大流行相关限制的影响,Aurora Cannabis 公布第三财季收入低于预期,该公司在盘前交易中暴跌 8.7%。另外,这家大麻生产商宣布将其美国股票上市从纽约证券交易所转移到纳斯达克,理由是成本较低。</blockquote></p><p><b>10) Fisker(FSR) </b>– Fisker soared 14.5% in premarket trading after the electric car maker signed a deal with contract manufacturer Foxconn to co-develop electric vehicles. Plans include opening a new U.S. manufacturing plant in 2023, although a location has not yet been finalized.</p><p><blockquote><b>10) 菲斯克(FSR)</b>– 电动汽车制造商菲斯克与合同制造商富士康签署共同开发电动汽车的协议后,该公司在盘前交易中飙升 14.5%。计划包括在 2023 年开设一家新的美国制造工厂,但选址尚未最终确定。</blockquote></p><p></p><p><b>11) Poly(PLT) </b>– Poly tumbled 19.5% in the premarket after the maker of audio and video products issued a weaker than expected outlook. The company formerly known as Plantronics said it expected the global semiconductor shortage to negatively impact its supply chain. It did, however, report better-than-expected profit and revenue for its latest quarter.</p><p><blockquote><b>11) 聚(PLT)</b>– 音视频产品制造商保利发布弱于预期的展望后,盘前股价下跌 19.5%。这家前身为Plantronics的公司表示,预计全球半导体短缺将对其供应链产生负面影响。然而,该公司最近一个季度的利润和收入确实好于预期。</blockquote></p><p><b>12) Unity Software(U)</b> – The 3D content creation platform company rose 3.2% in the premarket after Oppenheimer upgraded the stock to “outperform” from “perform.” Oppenheimer said the current price is an attractive entry point given Unity’s growth prospects.</p><p><blockquote><b>12) Unity 软件</b>- 这家 3D 内容创作平台公司在盘前上涨 3.2%,此前奥本海默将该股评级从 “表现 ”上调至 “跑赢大盘”。奥本海默说,鉴于 Unity 的增长前景,目前的价格是一个有吸引力的切入点。</blockquote></p><p><b>Bitcoin</b></p><p><blockquote><b>比特币</b></blockquote></p><p>Bitcoin traded above $50,000, reversing some of its slump on Tesla Inc.’s decision to suspend purchases using the digital currency.</p><p><blockquote>比特币的交易价格突破了 5 万美元,扭转了因特斯拉公司决定暂停使用数字货币购买而导致的部分下跌局面。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e0a3d7f82a1e4f6f6a799cb997a7718c\" tg-width=\"1058\" tg-height=\"777\" referrerpolicy=\"no-referrer\"><b>Dogecoin rallies after Elon Musk tweet, Coinbase listing.</b> Dogecoin’s price jumped Friday after a tweet from supporterElon Muskand asCoinbase said it would list the meme-inspired cryptocurrency. The price of dogecoinrose to an intraday highof around 56 cents, according to data from Coin Metrics. However, it’s still down about 20% from arecord high of nearly 67 cents only a week ago. Musk tweeted Thursday that he was working with dogecoin developers to improve the efficiency of transactions. Also Thursday, crypto exchange platform Coinbase said it wouldoffer dogecoin support in the next six to eight weeks.</p><p><blockquote><b>埃隆·马斯克发推文、比特币基地上市后狗狗币上涨。</b>支持者埃隆-马斯克(Elon Muskand)和 Scoinbase 在推特上表示将上市这种受备忘录启发的加密货币,狗狗币的价格周五大涨。根据 Coin Metrics 的数据,狗狗币价格上涨至盘中高点 56 美分左右。不过,仍比一周前创下的近 67 美分的历史新高下跌了约 20%。马斯克周四在推特上表示,他正在与狗狗币开发者合作,以提高交易效率。同样在周四,加密货币交易平台 Coinbase 表示将在未来六到八周内提供狗狗币支持。</blockquote></p><p><b>Currencies</b></p><p><blockquote><b>货币</b></blockquote></p><p>The Bloomberg Dollar Spot Index fell 0.3%.The euro gained 0.4% to $1.2125.The British pound increased 0.2% to $1.4085.The onshore yuan strengthened 0.2% to 6.436 per dollar.The Japanese yen strengthened 0.2% to 109.28 per dollar.</p><p><blockquote>彭博美元现货指数下跌0.3%。欧元上涨0.4%,至1.2125美元。英镑上涨0.2%,至1.4085美元。在岸人民币升值0.2%,至1美元兑6.436。日元升值0.2%,至1美元兑109.28。</blockquote></p><p><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p>The yield on 10-year Treasuries fell two basis points to 1.64%.The yield on two-year Treasuries decreased less than one basis point to 0.15%.Germany’s 10-year yield declined one basis point to -0.13%.Japan’s 10-year yield dipped one basis point to 0.089%.Britain’s 10-year yield decreased three basis points to 0.866%.</p><p><blockquote>10年期国债收益率下降两个基点至1.64%。两年期国债收益率下降不到一个基点至0.15%。德国10年期国债收益率下降一个基点至-0.13%。日本10年期国债收益率下降一个基点至0.089%。英国10年期国债收益率下降三个基点至0.866%。</blockquote></p><p><b>Commodities</b></p><p><blockquote><b>商品</b></blockquote></p><p>West Texas Intermediate crude increased 1.1% to $64.54 a barrel.Brent crude climbed 1.2% to $67.86 a barrel.Gold strengthened 0.5% to $1,836.10 an ounce.</p><p><blockquote>西德克萨斯中质原油上涨 1.1%,至每桶 64.54 美元。布伦特原油上涨 1.2%,至每桶 67.86 美元。黄金上涨 0.5%,至每盎司 1,836.10 美元。</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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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\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的顶线</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\">2021-05-14 20:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul><li>Stock futures extend gains after Dow's best day since March.</li><li>Bitcoin traded above $50,000.</li><li>Blockchain stocks, Tech stocks rally in premarket trading.</li><li>Disney, DoorDash, Snowflake, Fisker & more making the biggest moves in the premarket.</li><li>Dogecoin rallies after Elon Musk tweet, Coinbase listing.</li></ul>(May 14) Futures contracts tied to major stock indexesjumped in early trading Fridayas Wall Street is set to rebound for a second day after starting the week with big losses. Dow Jones Industrial Average futures climbed 150 points. S&P 500 futures gained 0.6%. Futures on the tech-heavy Nasdaq 100 Index, the relative underperformer this week, popped 1%.</p><p><blockquote><ul><li>道琼斯指数创下三月份以来最好的一天后,股票期货延续涨幅。</li><li>比特币的交易价格超过 50,000 美元。</li><li>区块链股票、科技股在盘前交易中上涨。</li><li>迪士尼、DoorDash、Snowflake、Fisker & more 在市场前做出了最大的动作。</li><li>埃隆·马斯克发推文、比特币基地上市后狗狗币上涨。</li></ul>(5月14日)与主要股指挂钩的期货合约在周五早盘交易中上涨,因为华尔街在本周开始大幅亏损后将连续第二天反弹。道琼斯工业平均指数期货上涨150点。标普500期货上涨0.6%。本周表现相对不佳的科技股纳斯达克 100 指数期货上涨 1%。</blockquote></p><p>All three benchmarks are still on pace to post sharp losses for the week, with the Dow down 2.2% and the S&P shedding 2.8%. Tech stocks have been hit especially hard amid hotter-than-expected inflation data, pulling the Nasdaq down 4.6% for the week.</p><p><blockquote>所有三个基准指数本周仍有望大幅下跌,道琼斯指数下跌 2.2%,标准普尔指数下跌 2.8%。由于通胀数据高于预期,科技股受到的打击尤为严重,导致纳斯达克本周下跌 4.6%。</blockquote></p><p>At 8:03 a.m. ET, Dow E-minis were up 171 points, or 0.50%, S&P 500 E-minis were up 27.75 points, or 0.68% and Nasdaq 100 E-minis were up 142.50 points, or 1.09%.</p><p><blockquote>美国东部时间上午 8:03,道琼斯电子迷你指数上涨 171 点,涨幅 0.50%,标普500电子迷你指数上涨 27.75 点,涨幅 0.68%,纳斯达克 100 电子迷你指数上涨 142.50 点,涨幅 1.09%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fff7d1b70fcf5d6f7637c65743dfdb01\" tg-width=\"1242\" tg-height=\"491\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Blockchain stocks, Tech stocks rally in premarket trading.</p><p><blockquote>区块链股票、科技股在盘前交易中上涨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/644f610cd528141eed1d81ae52393199\" tg-width=\"324\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4fadb30b15175c64bc2684dbd8720772\" tg-width=\"327\" tg-height=\"594\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/42044defa599e3e6dee013fdfafaeaee\" tg-width=\"333\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Stocks making the biggest moves in the premarket: Disney, DoorDash, Snowflake, Fisker & more</b></p><p><blockquote><b>盘前涨幅最大的股票:迪士尼、DoorDash、雪花、Fisker 等</b></blockquote></p><p><b>1) Walt Disney(DIS) </b>– Disney shares dropped 3.9% in premarket trading after growth figures for the Disney+ streaming servicefell short of Wall Street predictions. Disney reported better-than-expected profit for the first quarter, but revenue was short of analysts’ forecasts.</p><p><blockquote><b>1)华特·迪士尼(DIS)</b>– 迪士尼+流媒体服务的增长数据低于华尔街预测后,迪士尼股价在盘前交易中下跌 3.9%。迪士尼公布的第一季度利润好于预期,但收入低于分析师的预期。</blockquote></p><p><b>2) DoorDash(DASH)</b> – DoorDash surged 8.2% in the premarket afterfirst-quarter revenue came in above analysts’ forecasts, and the food delivery service raised its annual forecast for order value. First-quarter results got a boost from stimulus checks, although the company said those same checks were responsible for drivers working fewer hours.</p><p><blockquote><b>2) DoorDash(破折号)</b>- DoorDash 在第一季度营收高于分析师预期后,盘前大涨 8.2%,这家食品配送服务公司上调了年度订单价值预测。刺激检查提振了第一季度的业绩,尽管该公司表示,这些检查导致司机工作时间减少。</blockquote></p><p><b>3) Snowflake(SNOW)</b> – The cloud computing company was upgraded to \"buy\" from \"neutral\" at Goldman Sachs, which notes the Snowflake's strong competitive position, as well as a drop from recent highs that is much larger than its peers have experienced. Snowflake jumped 5.7% in premarket trading.</p><p><blockquote><b>3)雪花(雪)</b>– 高盛将这家云计算公司的评级从“中性”上调至“买入”,高盛指出 Snowflake 具有强大的竞争地位,并且从近期高点的跌幅比其同行经历的要大得多。Snowflake 在盘前交易中上涨 5.7%。</blockquote></p><p><b>4) Airbnb(ABNB)</b> – Airbnbposted a first-quarter loss, but it also reported better-than-expected revenue as well a 52% jump in gross bookings as more Americans received Covid-19 vaccinations and travel restrictions eased.</p><p><blockquote><b>4)爱彼迎(ABNB)</b>– Airbnb 公布第一季度亏损,但随着更多美国人接种 Covid-19 疫苗和旅行限制放松,其收入也好于预期,总预订量增长了 52%。</blockquote></p><p><b>5) Coinbase(COIN)</b> – Coinbasereported record profitduring the first quarter, as the cryptocurrency exchange benefited from a significant rally in bitcoin and other digital currencies. Coinbase shares rose 2.3% in premarket action.</p><p><blockquote><b>5) 比特币基地(硬币)</b>– Coinbase 报告第一季度利润创纪录,因为这家加密货币交易所受益于比特币和其他数字货币的大幅上涨。Coinbase 股价在盘前上涨 2.3%。</blockquote></p><p><b>6) Kansas City Southern(KSU)</b> – The U.S.-based rail operator acceptedCanadian National Railway’s(CNI) $33.6 billion takeover bid, casting aside the $29 billion deal it had previously agreed to withCanadian Pacific Railway(CP). Canadian Pacific has five business days to make a counter-offer for Kansas City Southern. Canadian National added 2.9% in premarket trading, while Canadian Pacific rose 1.6%.</p><p><blockquote><b>6) 堪萨斯城南部(KSU)</b>- 这家总部位于美国的铁路运营商接受了加拿大国家铁路公司(CNI)336 亿美元的收购要约,放弃了之前与加拿大太平洋铁路公司(CP)达成的 290 亿美元交易。加拿大太平洋航空有五个工作日的时间对堪萨斯城南方航空提出还价。加拿大国家航空在盘前交易中上涨 2.9%,而加拿大太平洋航空上涨 1.6%。</blockquote></p><p><b>7) Tyson Foods(TSN)</b> – The beef and poultry producer sold its pet treats business toGeneral Mills(GIS) for $1.2 billion. The sale includes the Nudges, Top Chews and True Chews brands as well as an Iowa production facility.</p><p><blockquote><b>7) 泰森食品 (TSN)</b>– 这家牛肉和家禽生产商以 12 亿美元的价格将其宠物食品业务出售给通用磨坊 (GIS)。此次出售包括 Nudges、Top Chews 和 True Chews 品牌以及爱荷华州的生产设施。</blockquote></p><p><b>8) General Electric(GE) </b>– Citi reinstated coverage of GE with a “buy” rating, based on a “sum of the parts” valuation and better execution across GE’s portfolio of businesses. GE shares added 1.1% in premarket trading.</p><p><blockquote><b>8) 通用电气(GE)</b>- 花旗恢复了对通用电气的 “买入 ”评级,基于 “各部分之和 ”的估值以及通用电气业务组合更好的执行力。GE 股价在盘前交易中上涨 1.1%。</blockquote></p><p><b>9) Aurora Cannabis(ACB)</b> – Aurora Cannabis tumbled 8.7% in premarket action after it reported lower-than-expected fiscal third-quarter revenue, hit by pandemic-related restrictions in Canada. Separately, the cannabis producer announced a move in its U.S. stock listing to Nasdaq from the New York Stock Exchange, citing lower costs.</p><p><blockquote><b>9) 奥罗拉大麻(ACB)</b>– 受加拿大大流行相关限制的影响,Aurora Cannabis 公布第三财季收入低于预期,该公司在盘前交易中暴跌 8.7%。另外,这家大麻生产商宣布将其美国股票上市从纽约证券交易所转移到纳斯达克,理由是成本较低。</blockquote></p><p><b>10) Fisker(FSR) </b>– Fisker soared 14.5% in premarket trading after the electric car maker signed a deal with contract manufacturer Foxconn to co-develop electric vehicles. Plans include opening a new U.S. manufacturing plant in 2023, although a location has not yet been finalized.</p><p><blockquote><b>10) 菲斯克(FSR)</b>– 电动汽车制造商菲斯克与合同制造商富士康签署共同开发电动汽车的协议后,该公司在盘前交易中飙升 14.5%。计划包括在 2023 年开设一家新的美国制造工厂,但选址尚未最终确定。</blockquote></p><p></p><p><b>11) Poly(PLT) </b>– Poly tumbled 19.5% in the premarket after the maker of audio and video products issued a weaker than expected outlook. The company formerly known as Plantronics said it expected the global semiconductor shortage to negatively impact its supply chain. It did, however, report better-than-expected profit and revenue for its latest quarter.</p><p><blockquote><b>11) 聚(PLT)</b>– 音视频产品制造商保利发布弱于预期的展望后,盘前股价下跌 19.5%。这家前身为Plantronics的公司表示,预计全球半导体短缺将对其供应链产生负面影响。然而,该公司最近一个季度的利润和收入确实好于预期。</blockquote></p><p><b>12) Unity Software(U)</b> – The 3D content creation platform company rose 3.2% in the premarket after Oppenheimer upgraded the stock to “outperform” from “perform.” Oppenheimer said the current price is an attractive entry point given Unity’s growth prospects.</p><p><blockquote><b>12) Unity 软件</b>- 这家 3D 内容创作平台公司在盘前上涨 3.2%,此前奥本海默将该股评级从 “表现 ”上调至 “跑赢大盘”。奥本海默说,鉴于 Unity 的增长前景,目前的价格是一个有吸引力的切入点。</blockquote></p><p><b>Bitcoin</b></p><p><blockquote><b>比特币</b></blockquote></p><p>Bitcoin traded above $50,000, reversing some of its slump on Tesla Inc.’s decision to suspend purchases using the digital currency.</p><p><blockquote>比特币的交易价格突破了 5 万美元,扭转了因特斯拉公司决定暂停使用数字货币购买而导致的部分下跌局面。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e0a3d7f82a1e4f6f6a799cb997a7718c\" tg-width=\"1058\" tg-height=\"777\" referrerpolicy=\"no-referrer\"><b>Dogecoin rallies after Elon Musk tweet, Coinbase listing.</b> Dogecoin’s price jumped Friday after a tweet from supporterElon Muskand asCoinbase said it would list the meme-inspired cryptocurrency. The price of dogecoinrose to an intraday highof around 56 cents, according to data from Coin Metrics. However, it’s still down about 20% from arecord high of nearly 67 cents only a week ago. Musk tweeted Thursday that he was working with dogecoin developers to improve the efficiency of transactions. Also Thursday, crypto exchange platform Coinbase said it wouldoffer dogecoin support in the next six to eight weeks.</p><p><blockquote><b>埃隆·马斯克发推文、比特币基地上市后狗狗币上涨。</b>支持者埃隆-马斯克(Elon Muskand)和 Scoinbase 在推特上表示将上市这种受备忘录启发的加密货币,狗狗币的价格周五大涨。根据 Coin Metrics 的数据,狗狗币价格上涨至盘中高点 56 美分左右。不过,仍比一周前创下的近 67 美分的历史新高下跌了约 20%。马斯克周四在推特上表示,他正在与狗狗币开发者合作,以提高交易效率。同样在周四,加密货币交易平台 Coinbase 表示将在未来六到八周内提供狗狗币支持。</blockquote></p><p><b>Currencies</b></p><p><blockquote><b>货币</b></blockquote></p><p>The Bloomberg Dollar Spot Index fell 0.3%.The euro gained 0.4% to $1.2125.The British pound increased 0.2% to $1.4085.The onshore yuan strengthened 0.2% to 6.436 per dollar.The Japanese yen strengthened 0.2% to 109.28 per dollar.</p><p><blockquote>彭博美元现货指数下跌0.3%。欧元上涨0.4%,至1.2125美元。英镑上涨0.2%,至1.4085美元。在岸人民币升值0.2%,至1美元兑6.436。日元升值0.2%,至1美元兑109.28。</blockquote></p><p><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p>The yield on 10-year Treasuries fell two basis points to 1.64%.The yield on two-year Treasuries decreased less than one basis point to 0.15%.Germany’s 10-year yield declined one basis point to -0.13%.Japan’s 10-year yield dipped one basis point to 0.089%.Britain’s 10-year yield decreased three basis points to 0.866%.</p><p><blockquote>10年期国债收益率下降两个基点至1.64%。两年期国债收益率下降不到一个基点至0.15%。德国10年期国债收益率下降一个基点至-0.13%。日本10年期国债收益率下降一个基点至0.089%。英国10年期国债收益率下降三个基点至0.866%。</blockquote></p><p><b>Commodities</b></p><p><blockquote><b>商品</b></blockquote></p><p>West Texas Intermediate crude increased 1.1% to $64.54 a barrel.Brent crude climbed 1.2% to $67.86 a barrel.Gold strengthened 0.5% to $1,836.10 an ounce.</p><p><blockquote>西德克萨斯中质原油上涨 1.1%,至每桶 64.54 美元。布伦特原油上涨 1.2%,至每桶 67.86 美元。黄金上涨 0.5%,至每盎司 1,836.10 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197630232","content_text":"Stock futures extend gains after Dow's best day since March.Bitcoin traded above $50,000.Blockchain stocks, Tech stocks rally in premarket trading.Disney, DoorDash, Snowflake, Fisker & more making the biggest moves in the premarket.Dogecoin rallies after Elon Musk tweet, Coinbase listing.(May 14) Futures contracts tied to major stock indexesjumped in early trading Fridayas Wall Street is set to rebound for a second day after starting the week with big losses. Dow Jones Industrial Average futures climbed 150 points. S&P 500 futures gained 0.6%. Futures on the tech-heavy Nasdaq 100 Index, the relative underperformer this week, popped 1%.All three benchmarks are still on pace to post sharp losses for the week, with the Dow down 2.2% and the S&P shedding 2.8%. Tech stocks have been hit especially hard amid hotter-than-expected inflation data, pulling the Nasdaq down 4.6% for the week.At 8:03 a.m. ET, Dow E-minis were up 171 points, or 0.50%, S&P 500 E-minis were up 27.75 points, or 0.68% and Nasdaq 100 E-minis were up 142.50 points, or 1.09%.Blockchain stocks, Tech stocks rally in premarket trading.Stocks making the biggest moves in the premarket: Disney, DoorDash, Snowflake, Fisker & more1) Walt Disney(DIS) – Disney shares dropped 3.9% in premarket trading after growth figures for the Disney+ streaming servicefell short of Wall Street predictions. Disney reported better-than-expected profit for the first quarter, but revenue was short of analysts’ forecasts.2) DoorDash(DASH) – DoorDash surged 8.2% in the premarket afterfirst-quarter revenue came in above analysts’ forecasts, and the food delivery service raised its annual forecast for order value. First-quarter results got a boost from stimulus checks, although the company said those same checks were responsible for drivers working fewer hours.3) Snowflake(SNOW) – The cloud computing company was upgraded to \"buy\" from \"neutral\" at Goldman Sachs, which notes the Snowflake's strong competitive position, as well as a drop from recent highs that is much larger than its peers have experienced. Snowflake jumped 5.7% in premarket trading.4) Airbnb(ABNB) – Airbnbposted a first-quarter loss, but it also reported better-than-expected revenue as well a 52% jump in gross bookings as more Americans received Covid-19 vaccinations and travel restrictions eased.5) Coinbase(COIN) – Coinbasereported record profitduring the first quarter, as the cryptocurrency exchange benefited from a significant rally in bitcoin and other digital currencies. Coinbase shares rose 2.3% in premarket action.6) Kansas City Southern(KSU) – The U.S.-based rail operator acceptedCanadian National Railway’s(CNI) $33.6 billion takeover bid, casting aside the $29 billion deal it had previously agreed to withCanadian Pacific Railway(CP). Canadian Pacific has five business days to make a counter-offer for Kansas City Southern. Canadian National added 2.9% in premarket trading, while Canadian Pacific rose 1.6%.7) Tyson Foods(TSN) – The beef and poultry producer sold its pet treats business toGeneral Mills(GIS) for $1.2 billion. The sale includes the Nudges, Top Chews and True Chews brands as well as an Iowa production facility.8) General Electric(GE) – Citi reinstated coverage of GE with a “buy” rating, based on a “sum of the parts” valuation and better execution across GE’s portfolio of businesses. GE shares added 1.1% in premarket trading.9) Aurora Cannabis(ACB) – Aurora Cannabis tumbled 8.7% in premarket action after it reported lower-than-expected fiscal third-quarter revenue, hit by pandemic-related restrictions in Canada. Separately, the cannabis producer announced a move in its U.S. stock listing to Nasdaq from the New York Stock Exchange, citing lower costs.10) Fisker(FSR) – Fisker soared 14.5% in premarket trading after the electric car maker signed a deal with contract manufacturer Foxconn to co-develop electric vehicles. Plans include opening a new U.S. manufacturing plant in 2023, although a location has not yet been finalized.11) Poly(PLT) – Poly tumbled 19.5% in the premarket after the maker of audio and video products issued a weaker than expected outlook. The company formerly known as Plantronics said it expected the global semiconductor shortage to negatively impact its supply chain. It did, however, report better-than-expected profit and revenue for its latest quarter.12) Unity Software(U) – The 3D content creation platform company rose 3.2% in the premarket after Oppenheimer upgraded the stock to “outperform” from “perform.” Oppenheimer said the current price is an attractive entry point given Unity’s growth prospects.BitcoinBitcoin traded above $50,000, reversing some of its slump on Tesla Inc.’s decision to suspend purchases using the digital currency.Dogecoin rallies after Elon Musk tweet, Coinbase listing. Dogecoin’s price jumped Friday after a tweet from supporterElon Muskand asCoinbase said it would list the meme-inspired cryptocurrency. The price of dogecoinrose to an intraday highof around 56 cents, according to data from Coin Metrics. However, it’s still down about 20% from arecord high of nearly 67 cents only a week ago. Musk tweeted Thursday that he was working with dogecoin developers to improve the efficiency of transactions. Also Thursday, crypto exchange platform Coinbase said it wouldoffer dogecoin support in the next six to eight weeks.CurrenciesThe Bloomberg Dollar Spot Index fell 0.3%.The euro gained 0.4% to $1.2125.The British pound increased 0.2% to $1.4085.The onshore yuan strengthened 0.2% to 6.436 per dollar.The Japanese yen strengthened 0.2% to 109.28 per dollar.BondsThe yield on 10-year Treasuries fell two basis points to 1.64%.The yield on two-year Treasuries decreased less than one basis point to 0.15%.Germany’s 10-year yield declined one basis point to -0.13%.Japan’s 10-year yield dipped one basis point to 0.089%.Britain’s 10-year yield decreased three basis points to 0.866%.CommoditiesWest Texas Intermediate crude increased 1.1% to $64.54 a barrel.Brent crude climbed 1.2% to $67.86 a barrel.Gold strengthened 0.5% to $1,836.10 an ounce.","news_type":1,"symbols_score_info":{"SPY":0.9,"MNQmain":0.9,".SPX":0.9,".IXIC":0.9,"MYMmain":0.9,"ESmain":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103137687,"gmtCreate":1619754781949,"gmtModify":1634210149492,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/103137687","repostId":"1188611661","repostType":4,"repost":{"id":"1188611661","kind":"news","pubTimestamp":1619734487,"share":"https://www.laohunote.com/m/news/1188611661?lang=zh_CN&edition=full","pubTime":"2021-04-30 06:14","market":"us","language":"en","title":"Amazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升 44%,超出盈利预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188611661","media":"CNBC","summary":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company ","content":"<p><ul> <li>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.</li> <li>The company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.</li> </ul> Amazonshares climbed more than 3.5% in extended trading Thursday after the company released its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.</p><p><blockquote><ul><li>亚马逊周四发布的第一季度业绩超出了分析师的预期。</li><li>该公司证实,今年的 Prime Day 将在 6 月举行,这可能有助于第二季度的收入同比比较。</li></ul>亚马逊公布第一季度财报后,该公司股价在周四盘后交易中攀升超过 3.5%,超出了华尔街对盈利和收入的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/798d7f0536203d2ae33b543f4dabf204\" tg-width=\"1281\" tg-height=\"591\"></p><p><blockquote></blockquote></p><p> Here’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是这家电子商务巨头相对于 Refinitiv 编制的分析师估计的表现:</blockquote></p><p> <ul> <li><b>Earnings:</b>$15.79 per share vs. $9.54 per share expected</li> <li><b>Revenue:</b>$108.52 billion vs. $104.47 billion expected</li> </ul> Few companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.</p><p><blockquote><ul><li><b>收益:</b>每股 15.79 美元,预计每股 9.54 美元</li><li><b>收入:</b>1,085.2 亿美元,而预期为 1,044.7 亿美元</li></ul>很少有公司能像亚马逊那样从疫情推动的在线购物激增中受益。第一季度业绩显示,该公司的业务继续受到大流行病的提振,销售额同比飙升 44%,达到 1085 亿美元。</blockquote></p><p> Amazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.</p><p><blockquote>亚马逊对第二季度的业绩指引意味着,它预计这一势头将继续下去,这将有助于减轻投资者对大流行后环境下业务可能放缓的担忧。该公司预计营收将在 1100 亿至 1160 亿美元之间,超过华尔街预测的 1086 亿美元。</blockquote></p><p> Crucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.</p><p><blockquote>至关重要的是,亚马逊在指引中确认,今年的 Prime Day 将在 6 月举行,这可能有助于第二季度的收入同比比较。通常情况下,亚马逊一年一度的为期两天的折扣活动会在 7 月举行,但由于大流行病相关的不确定性,该公司将活动推迟到了去年 10 月。</blockquote></p><p> When asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”</p><p><blockquote>当被问及 Prime Day 的时间安排时,首席财务官 Brian Olsavsky 在与投资者的看涨期权上说: “在许多地区,7 月是假期月,因此顾客、卖家和供应商尝试不同的时间段可能会更好。我们相信,[第二季度]晚些时候可能会更好,所以这就是我们今年正在测试的内容”。</blockquote></p><p> Outside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.</p><p><blockquote>除了核心零售业务,亚马逊的云计算和广告业务也在继续蓬勃发展。亚马逊网络服务本季度销售额为 135 亿美元,同比增长 32%。亚马逊没有披露广告销售额,但它被列入该公司的 “其他 ”类别,该类别的收入同比增长 77%,达到 69 亿美元。</blockquote></p><p> Amazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.</p><p><blockquote>亚马逊首席执行官杰夫·贝索斯也罕见地透露了该公司流媒体业务在大流行病期间的表现,因为宅在家里的消费者依靠在线娱乐来保持忙碌。“他说:”随着 Prime Video 年满 10 岁,在过去的一年里,超过 1.75 亿 Prime 会员观看了流媒体节目和电影,流媒体时长同比增长了 70% 以上。</blockquote></p><p> Amazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.</p><p><blockquote>亚马逊的流媒体服务 Prime Video 是该公司 Prime 订阅服务的主要产品,该服务每年收费 119 美元,还包括一系列其他优惠,如免费两天送货。贝佐斯本月早些时候透露,该公司目前拥有 2 亿 Prime 用户,比 2020 年初增加了 5000 万。</blockquote></p><p> Physical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.</p><p><blockquote>包括全食超市和亚马逊图书等其他实体店在内的实体店收入继续下降。销售额下降 16% 至 39 亿美元。奥尔萨夫斯基说,这一类别不包括在线交付。</blockquote></p><p> During the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.</p><p><blockquote>本季度,亚马逊的国际销售额增长速度快于北美。国际收入同比增长 60%,超过任何其他细分市场,而北美收入增长 40%。</blockquote></p><p> As expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.</p><p><blockquote>正如预期的那样,亚马逊今年与冠状病毒安全措施相关的成本将会减少。假设与 Covid-19 相关的成本为 15 亿美元,预计经营利润第二季度的营收将在 45 亿至 80 亿美元之间。这与亚马逊高管上个季度的预测一致。</blockquote></p><p> AmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.</p><p><blockquote>亚马逊周三表示,将斥资超过 10 亿美元为超过 50 万美国运营工人提高工资。奥尔萨夫斯基在与记者的看涨期权上表示,公司决定将加薪时间从秋季提前到今年春季,因为加薪量仍然像疫情开始时一样强劲。</blockquote></p><p> Olsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.</p><p><blockquote>奥尔萨夫斯基拒绝就亚马逊首席执行官过渡计划发表评论,该计划将在贝佐斯第三季度下台后生效。贝佐斯将把领导权移交给 AWS 首席执行官安迪-贾西(Andy Jassy),并担任亚马逊董事会执行主席。</blockquote></p><p></p>","source":"lsy1609915699154","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>Amazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升 44%,超出盈利预期</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\">\nAmazon sales surge 44% as it smashes earnings expectations<blockquote>亚马逊销售额飙升 44%,超出盈利预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNBC</strong><span class=\"h-time small\">2021-04-30 06:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li>Amazon released first-quarter results on Thursday that trounced analysts’ expectations.</li> <li>The company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.</li> </ul> Amazonshares climbed more than 3.5% in extended trading Thursday after the company released its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.</p><p><blockquote><ul><li>亚马逊周四发布的第一季度业绩超出了分析师的预期。</li><li>该公司证实,今年的 Prime Day 将在 6 月举行,这可能有助于第二季度的收入同比比较。</li></ul>亚马逊公布第一季度财报后,该公司股价在周四盘后交易中攀升超过 3.5%,超出了华尔街对盈利和收入的预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/798d7f0536203d2ae33b543f4dabf204\" tg-width=\"1281\" tg-height=\"591\"></p><p><blockquote></blockquote></p><p> Here’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是这家电子商务巨头相对于 Refinitiv 编制的分析师估计的表现:</blockquote></p><p> <ul> <li><b>Earnings:</b>$15.79 per share vs. $9.54 per share expected</li> <li><b>Revenue:</b>$108.52 billion vs. $104.47 billion expected</li> </ul> Few companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.</p><p><blockquote><ul><li><b>收益:</b>每股 15.79 美元,预计每股 9.54 美元</li><li><b>收入:</b>1,085.2 亿美元,而预期为 1,044.7 亿美元</li></ul>很少有公司能像亚马逊那样从疫情推动的在线购物激增中受益。第一季度业绩显示,该公司的业务继续受到大流行病的提振,销售额同比飙升 44%,达到 1085 亿美元。</blockquote></p><p> Amazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.</p><p><blockquote>亚马逊对第二季度的业绩指引意味着,它预计这一势头将继续下去,这将有助于减轻投资者对大流行后环境下业务可能放缓的担忧。该公司预计营收将在 1100 亿至 1160 亿美元之间,超过华尔街预测的 1086 亿美元。</blockquote></p><p> Crucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.</p><p><blockquote>至关重要的是,亚马逊在指引中确认,今年的 Prime Day 将在 6 月举行,这可能有助于第二季度的收入同比比较。通常情况下,亚马逊一年一度的为期两天的折扣活动会在 7 月举行,但由于大流行病相关的不确定性,该公司将活动推迟到了去年 10 月。</blockquote></p><p> When asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”</p><p><blockquote>当被问及 Prime Day 的时间安排时,首席财务官 Brian Olsavsky 在与投资者的看涨期权上说: “在许多地区,7 月是假期月,因此顾客、卖家和供应商尝试不同的时间段可能会更好。我们相信,[第二季度]晚些时候可能会更好,所以这就是我们今年正在测试的内容”。</blockquote></p><p> Outside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.</p><p><blockquote>除了核心零售业务,亚马逊的云计算和广告业务也在继续蓬勃发展。亚马逊网络服务本季度销售额为 135 亿美元,同比增长 32%。亚马逊没有披露广告销售额,但它被列入该公司的 “其他 ”类别,该类别的收入同比增长 77%,达到 69 亿美元。</blockquote></p><p> Amazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.</p><p><blockquote>亚马逊首席执行官杰夫·贝索斯也罕见地透露了该公司流媒体业务在大流行病期间的表现,因为宅在家里的消费者依靠在线娱乐来保持忙碌。“他说:”随着 Prime Video 年满 10 岁,在过去的一年里,超过 1.75 亿 Prime 会员观看了流媒体节目和电影,流媒体时长同比增长了 70% 以上。</blockquote></p><p> Amazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.</p><p><blockquote>亚马逊的流媒体服务 Prime Video 是该公司 Prime 订阅服务的主要产品,该服务每年收费 119 美元,还包括一系列其他优惠,如免费两天送货。贝佐斯本月早些时候透露,该公司目前拥有 2 亿 Prime 用户,比 2020 年初增加了 5000 万。</blockquote></p><p> Physical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.</p><p><blockquote>包括全食超市和亚马逊图书等其他实体店在内的实体店收入继续下降。销售额下降 16% 至 39 亿美元。奥尔萨夫斯基说,这一类别不包括在线交付。</blockquote></p><p> During the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.</p><p><blockquote>本季度,亚马逊的国际销售额增长速度快于北美。国际收入同比增长 60%,超过任何其他细分市场,而北美收入增长 40%。</blockquote></p><p> As expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.</p><p><blockquote>正如预期的那样,亚马逊今年与冠状病毒安全措施相关的成本将会减少。假设与 Covid-19 相关的成本为 15 亿美元,预计经营利润第二季度的营收将在 45 亿至 80 亿美元之间。这与亚马逊高管上个季度的预测一致。</blockquote></p><p> AmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.</p><p><blockquote>亚马逊周三表示,将斥资超过 10 亿美元为超过 50 万美国运营工人提高工资。奥尔萨夫斯基在与记者的看涨期权上表示,公司决定将加薪时间从秋季提前到今年春季,因为加薪量仍然像疫情开始时一样强劲。</blockquote></p><p> Olsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.</p><p><blockquote>奥尔萨夫斯基拒绝就亚马逊首席执行官过渡计划发表评论,该计划将在贝佐斯第三季度下台后生效。贝佐斯将把领导权移交给 AWS 首席执行官安迪-贾西(Andy Jassy),并担任亚马逊董事会执行主席。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html\">CNBC</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":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/04/29/amazon-amzn-earnings-q1-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188611661","content_text":"Amazon released first-quarter results on Thursday that trounced analysts’ expectations.\nThe company confirmed that this year’s Prime Day will take place in June, which will likely help year over year comparisons for revenue in the second quarter.\n\nAmazonshares climbed more than 3.5% in extended trading Thursday after the company released its first-quarter earnings, beating Wall Street’s expectations for earnings and revenue.\n\nHere’s how the e-commerce giant fared, relative to analyst estimates compiled by Refinitiv:\n\nEarnings:$15.79 per share vs. $9.54 per share expected\nRevenue:$108.52 billion vs. $104.47 billion expected\n\nFew companies have benefited from the pandemic-fueled surge of online shoppingas much as Amazon. Its first-quarter results showed the company’s business continues to be buoyed by the pandemic, with sales soaring 44% year-over-year to $108.5 billion.\nAmazon’s guidance for the second quarter implies that it expects the momentum to continue, which should help allay investor fears that business could slow in a post-pandemic environment. The company expects to post revenue between $110 billion and $116 billion, surpassing Wall Street’s projection $108.6 billion.\nCrucially, Amazon confirmed in its guidance that this year’s Prime Day will take place in June, which will likely help year-over-year comparisons for revenue in the second quarter. Typically, Amazon’s annual, two-day discount bonanza takes place in July, but the company postponed the event to October last year amid pandemic-related uncertainty.\nWhen asked about the Prime Day timing, CFO Brian Olsavsky said on a call with investors: “In many areas, July is vacation month, so it might be better for customers, sellers and vendors to experiment with a different time period. We believe that it might be better timing later in [the second quarter], so that’s what we’re testing this year.”\nOutside of its core retail segment, Amazon’s cloud-computing and advertising businesses continue to boom. Amazon Web Servicessawnet sales of $13.5 billion during the quarter, up 32% year over year. Amazon doesn’t disclose advertising sales, but it’s included in the company’s “Other” category, which saw its revenues grow 77% year over year to $6.9 billion.\nAmazon CEO Jeff Bezos also gave a rare glimpse into how the company’s streaming business has fared during the pandemic, as stuck-at-home consumers relied on online entertainment to keep busy. “As Prime Video turns 10, over 175 million Prime members have streamed shows and movies in the past year, and streaming hours are up more than 70% year over year,” he said.\nAmazon’s streaming service, Prime Video, is a key offering of the company’s Prime subscription service, which costs $119 a year and includes a range of other benefits like free, two-day shipping. Bezos disclosed earlier this month that the company now has 200 million Prime subscribers, 50 million more than it had at the start of 2020.\nPhysical stores revenue, which includes Whole Foods Market and other brick-and-mortar offerings like Amazon Books, continued to fall. Sales slumped 16% to $3.9 billion. The category excludes online delivery, Olsavsky said.\nDuring the quarter, Amazon’s sales grew faster internationally than they did in North America. International revenue surged 60% year over year, more than any other segment, while North America revenue climbed 40%.\nAs expected, Amazon will incur fewer costs this year related to coronavirus safety measures. Operating income is forecast to be between $4.5 billion and $8 billion in the second quarter, assuming $1.5 billion of costs related to Covid-19. That’s in line with what Amazon executives predicted last quarter.\nAmazonsaidWednesday it would spend more than $1 billion on raising wages for over half a million of its U.S. operations workers. On a call with reporters, Olsavsky said it decided to move up the pay increase from the fall to this spring as volumes remain just as strong as they were at the beginning of the pandemic.\nOlsavsky declined to comment on Amazon’s CEO transition plans, which will come into play once Bezossteps down in the third quarter. Bezos will turn the helm over to AWS CEO Andy Jassy and assume the role of executive chairman of Amazon’s board.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377332901,"gmtCreate":1619495552703,"gmtModify":1634212280806,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like and comment pls ","listText":"Like and comment pls ","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/377332901","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118999855,"gmtCreate":1622711065577,"gmtModify":1634098898119,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like n comment pls ","listText":"Like n comment pls ","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/118999855","repostId":"1199260572","repostType":4,"repost":{"id":"1199260572","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":1622707331,"share":"https://www.laohunote.com/m/news/1199260572?lang=zh_CN&edition=full","pubTime":"2021-06-03 16:02","market":"us","language":"en","title":"Meme stocks are flying again in premarket trading<blockquote>模因股票在盘前交易中再次飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199260572","media":"Tiger Newspress","summary":"Meme stocks are flying again in premarket trading.BlackBerry,AMC Entertainment,Sundial Growers and GameStop climbed between 2% and 28%.BlackBerry Limited continues to see increased interest from retail investors and has now overtaken AMC Entertainment Holdings Inc. to emerge as the most-mentioned stock on Reddit’s r/WallStreetBets forum.The moonshot surge in the shares of AMC Entertainment Holdings Inc. has vaulted it into the ranks of some of the world’s most valuable companies.The company has ","content":"<p>Meme stocks are flying again in premarket trading.BlackBerry,AMC Entertainment,Sundial Growers and GameStop climbed between 2% and 28%.</p><p><blockquote>迷因股票在盘前交易中再次飙升.黑莓、AMC娱乐、日晷种植者和游戏驿站上涨了2%至28%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/cbc960badd90a595952eb8ae3d0634dd\" tg-width=\"372\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>BlackBerry Limited</b> continues to see increased interest from retail investors and has now overtaken <b>AMC Entertainment Holdings Inc.</b> to emerge as the most-mentioned stock on Reddit’s r/WallStreetBets forum.</p><p><blockquote><b>黑莓有限公司</b>散户投资者的兴趣继续增加,现已超过<b>AMC院线控股公司。</b>成为 Reddit 的 r/WallStreetBets 论坛上被提及次数最多的股票。</blockquote></p><p>The moonshot surge in the shares of AMC Entertainment Holdings Inc. has vaulted it into the ranks of some of the world’s most valuable companies.</p><p><blockquote>AMC院线控股公司股价的飙升使其跻身全球最有价值公司之列。</blockquote></p><p>The company has gone from a small cap to a large cap in the space of a few months. A 95% gain amid a retail-trading frenzy on Wednesday left the movie-theater chain with a market capitalization of $31.3 billion. That makes it more valuable than half of the companies in the S&P 500 Index.</p><p><blockquote>该公司在几个月的时间里从小盘股变成了大盘股。在周三的零售交易狂潮中,这家连锁影院的市值上涨了 95%,使其市值达到 313 亿美元。这使得它比标普500指数中一半的公司更有价值。</blockquote></p><p>Paper losses from the bearish wagers on 10 of the most-shorted U.S. shares amounted to $4.5 billion Wednesday, according to Peter Hillerberg, co-founder of analytics provider Ortex. That includes $2.75 billion in unrealized losses for AMC Entertainment Holdings Inc. following the stock’s 95% surge, rising to nearly $4 billion after adding in GameStop Corp. and Bed Bath & Beyond Inc.</p><p><blockquote>分析提供商 Ortex 联合创始人彼得·希勒伯格 (Peter Hillerberg) 表示,周三对 10 只卖空最多的美国股票的看跌押注造成的账面损失达 45 亿美元。这其中包括AMC院线控股公司(Martin Holdings Inc.)在股价飙升 95% 后出现的 27.5 亿美元未实现亏损,在加入游戏驿站公司(Martin Corp.)和 Bed Bath & Beyond Inc.</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>Meme stocks are flying again in premarket trading<blockquote>模因股票在盘前交易中再次飙升</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\">\nMeme stocks are flying again in premarket trading<blockquote>模因股票在盘前交易中再次飙升</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\">2021-06-03 16:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meme stocks are flying again in premarket trading.BlackBerry,AMC Entertainment,Sundial Growers and GameStop climbed between 2% and 28%.</p><p><blockquote>迷因股票在盘前交易中再次飙升.黑莓、AMC娱乐、日晷种植者和游戏驿站上涨了2%至28%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/cbc960badd90a595952eb8ae3d0634dd\" tg-width=\"372\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>BlackBerry Limited</b> continues to see increased interest from retail investors and has now overtaken <b>AMC Entertainment Holdings Inc.</b> to emerge as the most-mentioned stock on Reddit’s r/WallStreetBets forum.</p><p><blockquote><b>黑莓有限公司</b>散户投资者的兴趣继续增加,现已超过<b>AMC院线控股公司。</b>成为 Reddit 的 r/WallStreetBets 论坛上被提及次数最多的股票。</blockquote></p><p>The moonshot surge in the shares of AMC Entertainment Holdings Inc. has vaulted it into the ranks of some of the world’s most valuable companies.</p><p><blockquote>AMC院线控股公司股价的飙升使其跻身全球最有价值公司之列。</blockquote></p><p>The company has gone from a small cap to a large cap in the space of a few months. A 95% gain amid a retail-trading frenzy on Wednesday left the movie-theater chain with a market capitalization of $31.3 billion. That makes it more valuable than half of the companies in the S&P 500 Index.</p><p><blockquote>该公司在几个月的时间里从小盘股变成了大盘股。在周三的零售交易狂潮中,这家连锁影院的市值上涨了 95%,使其市值达到 313 亿美元。这使得它比标普500指数中一半的公司更有价值。</blockquote></p><p>Paper losses from the bearish wagers on 10 of the most-shorted U.S. shares amounted to $4.5 billion Wednesday, according to Peter Hillerberg, co-founder of analytics provider Ortex. That includes $2.75 billion in unrealized losses for AMC Entertainment Holdings Inc. following the stock’s 95% surge, rising to nearly $4 billion after adding in GameStop Corp. and Bed Bath & Beyond Inc.</p><p><blockquote>分析提供商 Ortex 联合创始人彼得·希勒伯格 (Peter Hillerberg) 表示,周三对 10 只卖空最多的美国股票的看跌押注造成的账面损失达 45 亿美元。这其中包括AMC院线控股公司(Martin Holdings Inc.)在股价飙升 95% 后出现的 27.5 亿美元未实现亏损,在加入游戏驿站公司(Martin Corp.)和 Bed Bath & Beyond Inc.</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚","GME":"游戏驿站","EXPR":"Express, Inc.","KOSS":"高斯电子","SNDL":"SNDL Inc.","AMC":"AMC院线","BB":"黑莓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199260572","content_text":"Meme stocks are flying again in premarket trading.BlackBerry,AMC Entertainment,Sundial Growers and GameStop climbed between 2% and 28%.BlackBerry Limited continues to see increased interest from retail investors and has now overtaken AMC Entertainment Holdings Inc. to emerge as the most-mentioned stock on Reddit’s r/WallStreetBets forum.The moonshot surge in the shares of AMC Entertainment Holdings Inc. has vaulted it into the ranks of some of the world’s most valuable companies.The company has gone from a small cap to a large cap in the space of a few months. A 95% gain amid a retail-trading frenzy on Wednesday left the movie-theater chain with a market capitalization of $31.3 billion. That makes it more valuable than half of the companies in the S&P 500 Index.Paper losses from the bearish wagers on 10 of the most-shorted U.S. shares amounted to $4.5 billion Wednesday, according to Peter Hillerberg, co-founder of analytics provider Ortex. That includes $2.75 billion in unrealized losses for AMC Entertainment Holdings Inc. following the stock’s 95% surge, rising to nearly $4 billion after adding in GameStop Corp. and Bed Bath & Beyond Inc.","news_type":1,"symbols_score_info":{"GME":0.9,"BBBY":0.9,"NOK":0.9,"EXPR":0.9,"SNDL":0.9,"AMC":0.9,"KOSS":0.9,"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134389624,"gmtCreate":1622208098968,"gmtModify":1634182855616,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/134389624","repostId":"1117074228","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136250459,"gmtCreate":1622022589671,"gmtModify":1634184586647,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like and comment pls ","listText":"Like and comment pls ","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/136250459","repostId":"1146418477","repostType":4,"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130800553,"gmtCreate":1621521311772,"gmtModify":1634188431495,"author":{"id":"3579523962373263","authorId":"3579523962373263","name":"Huatmoney","avatar":"https://static.tigerbbs.com/b4513f3d6c5b842d70f3a1a7af1a1afa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579523962373263","idStr":"3579523962373263"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/130800553","repostId":"2136010949","repostType":4,"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}