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KaiKaiMinMin
2021-12-22
nice
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KaiKaiMinMin
2021-12-02
ok
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KaiKaiMinMin
2021-11-26
Nice
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KaiKaiMinMin
2021-11-09
nice
Buffett Signals Caution With Berkshire on Stock-Selling Streak<blockquote>巴菲特对伯克希尔哈撒韦公司连续抛售股票表示谨慎</blockquote>
KaiKaiMinMin
2021-11-09
nice
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KaiKaiMinMin
2021-10-30
Wow!! Rich do get richer
KaiKaiMinMin
2021-10-30
Nice
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KaiKaiMinMin
2021-10-30
nice
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KaiKaiMinMin
2021-10-07
nice
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KaiKaiMinMin
2021-10-07
Nice!
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KaiKaiMinMin
2021-04-25
gd read
Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场对更高的税收担忧不屑一顾,道琼斯指数在银行和科技股的带领下反弹 200 点</blockquote>
KaiKaiMinMin
2021-04-20
Good read
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KaiKaiMinMin
2021-04-17
Good read
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KaiKaiMinMin
2021-04-16
Good read
Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路,分析师警告未来将面临“痛苦”</blockquote>
KaiKaiMinMin
2021-04-15
Good read
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KaiKaiMinMin
2021-04-14
good read
The 24 Most-Hated Stocks in the S&P 500, and Why You Should Love Them<blockquote>标普500最讨厌的 24 只股票,以及为什么你应该喜欢它们</blockquote>
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23:16","market":"us","language":"en","title":"Buffett Signals Caution With Berkshire on Stock-Selling Streak<blockquote>巴菲特对伯克希尔哈撒韦公司连续抛售股票表示谨慎</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190184675","media":"Bloomberg","summary":"(Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire","content":"<p><div> (Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire investor extends a selling streak. Buffett’s Berkshire Hathaway Inc. was a net seller of equities ...</p><p><blockquote><div>(彭博社)——随着这位亿万富翁投资者延续抛售势头,沃伦·巴菲特对股市飙升表示警惕。巴菲特的伯克希尔哈撒韦公司是股票的净卖家……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Buffett Signals Caution With Berkshire on Stock-Selling Streak<blockquote>巴菲特对伯克希尔哈撒韦公司连续抛售股票表示谨慎</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\">\nBuffett Signals Caution With Berkshire on Stock-Selling Streak<blockquote>巴菲特对伯克希尔哈撒韦公司连续抛售股票表示谨慎</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-08 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire investor extends a selling streak. Buffett’s Berkshire Hathaway Inc. was a net seller of equities ...</p><p><blockquote><div>(彭博社)——随着这位亿万富翁投资者延续抛售势头,沃伦·巴菲特对股市飙升表示警惕。巴菲特的伯克希尔哈撒韦公司是股票的净卖家……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">Bloomberg</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":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190184675","content_text":"(Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire investor extends a selling streak.\nBuffett’s Berkshire Hathaway Inc. was a net seller of equities for the fourth straight quarter, a trend not seen in data going back to 2008. The company ended up selling almost $2 billion more in stocks than it purchased during the period, adding to a cash pile that climbed to a record $149.2 billion.\nThe selling streak indicates Buffett has struggled to find bargains with the stock market hitting all-time highs. A big, splashy acquisition also eluded the conglomerate, as the 91-year old and his investing deputies confronted a combination of sky-high price tags and fierce competition from the wave of special purpose acquisition companies.\n“The big issue here is that Berkshire was a net seller of stocks again this quarter,” Jim Shanahan, an analyst with Edward Jones, said in a telephone interview. “That’s the primary culprit” of the cash pile continuing to rise.\nBerkshire’s sales appear to have largely come from cutting holdings in banks, insurance and financial investments, according to its third-quarter regulatory filing released Saturday. Berkshire has been paring certain stocks in recent periods, spending the second quarter trimming its investment in General Motors Co. and pulling back on some of its pharmaceutical bets. The company is set to release its third-quarter stock tweaks later this month.\nWhile Buffett’s been a consistent net seller these past four quarters, those sales have been relatively small compared with the massive size of his stock portfolio. Over the past nine months, he’s sold almost $7 billion more of stocks than he’s bought, roughly 2.2% of the fair value of Berkshire’s stock portfolio at the end of September.\nBuffett warned investors in May that Berkshire might not have much luck striking deals as SPACs gripped the market -- though he also predicted the boom probably wouldn’t last. Compounding the challenge, his most recent big acquisition, the $37 billion deal for Precision Castparts five years ago, resulted in a writedown that Buffett laid squarely at his own door.\nBerkshire isn’t alone in extending a cash pile amid the pandemic. Amazon.com Inc., Google-parent Alphabet Inc. and American Airlines Group Inc. were among companies that amassed significant holdings during the health crisis in a step analysts have said would likely lead to some acquisitions.\nAnd the rising cash pile is better than the alternative in the eyes of investors including Cheviot Value Management’s Darren Pollock. Even though Buffett’s cash pile still increased to a record despite the $7.6 billion of buybacks in the third quarter, Pollock says it’s a good sign about the health of Berkshire.\n“We’re happy with it because the alternative is that cash isn’t growing as much and that means that Berkshire’s operating companies aren’t of as high quality as we thought,” said Pollock, whose Cheviot owns shares in Berkshire. “To see that the cash is rising, to see that he’s deploying so much in one avenue which happens to be buybacks -- it’s not acquisitions -- but it’s being spent in a productive way, it’s so much better than the alternative of seeing that cash stabilize or decline without other large acquisitions.”\nHere are some other key takeaways from Berkshire’s third-quarter earnings on Saturday:\nBerkshire Appetite\nBuffett has increasingly leaned on share buybacks as one way to deploy billions of dollars. He’s spent about $51 billion on stock buybacks since a policy tweak in 2018, outpacing the $31 billion used to purchase shares of Apple Inc., Berkshire’s largest stock bet.\nIn the third quarter, Berkshire bought back $7.6 billion of stock, surpassing the $6 billion of shares repurchased in the previous period.\nBNSF’s Record\nRecord profit at Berkshire’s railroad, BNSF, and strong earnings from its energy businesses helped raise operating profit by 18% at the conglomerate during the third quarter.\nThat also aided in offsetting a painful quarter for Berkshire’s insurers. Those businesses reported an underwriting loss that widened to $784 million amid heightened catastrophe costs and worsening claims trends at auto insurer Geico.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":4681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844321245,"gmtCreate":1636391306653,"gmtModify":1636391306825,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844321245","repostId":"2181977503","repostType":4,"isVote":1,"tweetType":1,"viewCount":3055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857223360,"gmtCreate":1635532130436,"gmtModify":1635532130436,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Wow!! Rich do get richer ","listText":"Wow!! Rich do get richer ","text":"Wow!! Rich do get richer","images":[{"img":"https://static.tigerbbs.com/38f5127d361e6ed4b4e62caa63fcbbf4","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857223360","isVote":1,"tweetType":1,"viewCount":3610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857208924,"gmtCreate":1635525032284,"gmtModify":1635525032349,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Nice ","listText":"Nice 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read ","listText":"gd read ","text":"gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/375948135","repostId":"1101099559","repostType":4,"repost":{"id":"1101099559","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":1619191663,"share":"https://www.laohunote.com/m/news/1101099559?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:27","market":"us","language":"en","title":"Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场对更高的税收担忧不屑一顾,道琼斯指数在银行和科技股的带领下反弹 200 点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101099559","media":"Tiger Newspress","summary":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White ","content":"<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五反弹,华尔街重新评估了白宫可能寻求提高资本利得税的消息引发的担忧。</blockquote></p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p><blockquote>高盛和苹果股价上涨,道琼斯工业平均指数上涨 200 点。在金融和科技股的带领下,标普500上涨 1%,而以科技股为主的纳斯达克综合指数上涨 1.2%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午,多家新闻媒体报道称,乔·拜登总统将提议对富人征收更高的资本利得税,此后华尔街股市经历了一个动荡的时段。</blockquote></p><p>Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.</p><p><blockquote>彭博新闻社报道称,拜登正计划将美国富人的资本利得税提高到43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话称,该提案将把收入100万美元或以上的人的资本利得率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p><blockquote>“高盛经济学家在一份报告中写道:”我们预计国会将通过此次增税的缩减版。“我们预计国会将决定更温和的增幅,可能在28%左右。”</blockquote></p><p>Week to date, the three major averages are all down about 1%.</p><p><blockquote>本周迄今为止,三大平均值均下跌约1%。</blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布的第二季度盈利指引低于分析师预期,股价下跌超过 5%。美国运通 (American Express) 公布季度收入略低于预期,股价下跌超过 4%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时,Snap股价上涨 9%,此前该公司表示第一季度收入增长加速,用户数量强劲。Snap实现了盈亏平衡,同时公布了 7.7 亿美元的收入。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>财报季到目前为止,各公司的业绩在很大程度上超出了华尔街的预测。尽管如此,强劲的第一季度业绩还是遭到了投资者的冷淡反应,迄今为止,投资者还没有抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示,标普500和道琼斯指数已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后,股指仍距离历史高点不到 1.5%。</blockquote></p><p>Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据 CoinMetrics 的数据,比特币隔夜暴跌,部分原因可能是对更高资本利得税的担忧,加密货币最终下跌约 8%。以太币等其他加密货币也受到了打击。到目前为止,那里的抛售还没有蔓延到股票等其他风险资产。</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>Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场对更高的税收担忧不屑一顾,道琼斯指数在银行和科技股的带领下反弹 200 点</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\">\nDow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场对更高的税收担忧不屑一顾,道琼斯指数在银行和科技股的带领下反弹 200 点</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\">2021-04-23 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五反弹,华尔街重新评估了白宫可能寻求提高资本利得税的消息引发的担忧。</blockquote></p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p><blockquote>高盛和苹果股价上涨,道琼斯工业平均指数上涨 200 点。在金融和科技股的带领下,标普500上涨 1%,而以科技股为主的纳斯达克综合指数上涨 1.2%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午,多家新闻媒体报道称,乔·拜登总统将提议对富人征收更高的资本利得税,此后华尔街股市经历了一个动荡的时段。</blockquote></p><p>Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.</p><p><blockquote>彭博新闻社报道称,拜登正计划将美国富人的资本利得税提高到43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话称,该提案将把收入100万美元或以上的人的资本利得率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p><blockquote>“高盛经济学家在一份报告中写道:”我们预计国会将通过此次增税的缩减版。“我们预计国会将决定更温和的增幅,可能在28%左右。”</blockquote></p><p>Week to date, the three major averages are all down about 1%.</p><p><blockquote>本周迄今为止,三大平均值均下跌约1%。</blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布的第二季度盈利指引低于分析师预期,股价下跌超过 5%。美国运通 (American Express) 公布季度收入略低于预期,股价下跌超过 4%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时,Snap股价上涨 9%,此前该公司表示第一季度收入增长加速,用户数量强劲。Snap实现了盈亏平衡,同时公布了 7.7 亿美元的收入。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>财报季到目前为止,各公司的业绩在很大程度上超出了华尔街的预测。尽管如此,强劲的第一季度业绩还是遭到了投资者的冷淡反应,迄今为止,投资者还没有抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示,标普500和道琼斯指数已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后,股指仍距离历史高点不到 1.5%。</blockquote></p><p>Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据 CoinMetrics 的数据,比特币隔夜暴跌,部分原因可能是对更高资本利得税的担忧,加密货币最终下跌约 8%。以太币等其他加密货币也受到了打击。到目前为止,那里的抛售还没有蔓延到股票等其他风险资产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔",".SPX":"S&P 500 Index","SNAP":"Snap Inc",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101099559","content_text":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”Week to date, the three major averages are all down about 1%.Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"INTC":0.9,".IXIC":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371321401,"gmtCreate":1618913340603,"gmtModify":1634289958676,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Good read ","listText":"Good read ","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371321401","repostId":"1162754081","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370760775,"gmtCreate":1618628007897,"gmtModify":1634291672117,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370760775","repostId":"1170156930","repostType":4,"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370315078,"gmtCreate":1618551592194,"gmtModify":1634292127073,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/370315078","repostId":"2127865888","repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://www.laohunote.com/m/news/2127865888?lang=zh_CN&edition=full","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路,分析师警告未来将面临“痛苦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票,但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示,最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘,并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来,并重新确立其在芯片领域的主导地位,因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来,英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划,为其他公司生产芯片,但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险,还反映了他们在追求这一目标时可能会忍受的痛苦,包括资本支出、市场份额损失以及数据中心格局的变化,这将使行业减少对英特尔的依赖,”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心,由于疫情,个人电脑的需求被“大幅推高”,这最终可能导致平均水平回归。英特尔面临的问题是,均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助,但卡索预计该公司开设代工业务的计划将耗资巨大。“因此,我们认为秋季分析师日可能是一个负面催化剂,因为投资者会收到该投资的账单,”他写道。此外,他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说,我们根本看不到现在下注的理由,因为任何扭亏为盈都需要几年时间,而且许多周期性和英特尔特定问题可能会影响估计与此同时,”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司,包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四,他将评级从跑赢大盘上调至强力买入,这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价,认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月,AMD 股价下跌了 7%,英伟达股价上涨了 24%,英特尔股价上涨了 14%。在此期间,标普500上涨了 10%,而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路,分析师警告未来将面临“痛苦”</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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路,分析师警告未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票,但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示,最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘,并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来,并重新确立其在芯片领域的主导地位,因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来,英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划,为其他公司生产芯片,但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险,还反映了他们在追求这一目标时可能会忍受的痛苦,包括资本支出、市场份额损失以及数据中心格局的变化,这将使行业减少对英特尔的依赖,”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心,由于疫情,个人电脑的需求被“大幅推高”,这最终可能导致平均水平回归。英特尔面临的问题是,均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助,但卡索预计该公司开设代工业务的计划将耗资巨大。“因此,我们认为秋季分析师日可能是一个负面催化剂,因为投资者会收到该投资的账单,”他写道。此外,他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说,我们根本看不到现在下注的理由,因为任何扭亏为盈都需要几年时间,而且许多周期性和英特尔特定问题可能会影响估计与此同时,”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司,包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四,他将评级从跑赢大盘上调至强力买入,这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价,认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月,AMD 股价下跌了 7%,英伟达股价上涨了 24%,英特尔股价上涨了 14%。在此期间,标普500上涨了 10%,而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344751829,"gmtCreate":1618445444861,"gmtModify":1634292927030,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/344751829","repostId":"1145468327","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344907828,"gmtCreate":1618364492964,"gmtModify":1634293456952,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579525498777789","idStr":"3579525498777789"},"themes":[],"title":"","htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344907828","repostId":"1106080522","repostType":4,"repost":{"id":"1106080522","kind":"news","pubTimestamp":1618363477,"share":"https://www.laohunote.com/m/news/1106080522?lang=zh_CN&edition=full","pubTime":"2021-04-14 09:24","market":"us","language":"en","title":"The 24 Most-Hated Stocks in the S&P 500, and Why You Should Love Them<blockquote>标普500最讨厌的 24 只股票,以及为什么你应该喜欢它们</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106080522","media":"Barrons","summary":"Investing in the best-loved stocks can be a good idea. But investors should also know what stocks an","content":"<p>Investing in the best-loved stocks can be a good idea. But investors should also know what stocks analysts are shunning.</p><p><blockquote>投资最受欢迎的股票可能是一个好主意。但投资者也应该知道分析师在回避哪些股票。</blockquote></p><p> While simply avoiding those companies is one sound strategy, it can also make sense to dig through the reject bin. Sometimes the only direction to go from the bottom is up. The most hated stocks can only get less hated over time, a fact that on its own can be enough for above-average stock gains.</p><p><blockquote>虽然简单地避开这些公司是一个合理的策略,但挖掘垃圾箱也是有意义的。有时候从底部走的唯一方向是向上。随着时间的推移,最讨厌的股票只会变得不那么讨厌,这一事实本身就足以让股票涨幅高于平均水平。</blockquote></p><p> Wall Streetratingsare always a helpful guide for investors—the pros as well as amateur stock pickers. Analysts covering companies at brokerage firms are, after all, paid to follow industry trends, compare companies, and value stocks.</p><p><blockquote>华尔街评级始终是投资者(无论是专业人士还是业余选股者)的有用指南。毕竟,经纪公司研究公司的分析师的报酬是跟踪行业趋势、比较公司和评估股票。</blockquote></p><p> Over the past year, analysts’ favorite 10% ofS&P 500stocks are up almost 70% on average. The bottom 10%, on the other hand, is up closer to 50%. Favorites have outperformed by about 20 percentage points. The overall S&P index, meanwhile, is up about 48%.</p><p><blockquote>在过去的一年里,分析师最喜欢的标准普尔 500 指数中 10% 的股票平均上涨了近 70%。另一方面,底部的10%上升到接近50%。最受欢迎的表现超过了大约20个百分点。与此同时,标准普尔指数整体上涨约 48%。</blockquote></p><p> It might seem odd that the average gain for a hated stock in the S&P 500 is 2 percentage points better than what the index achieved over the past year. The reason is that the S&P 500 is weighted according to market capitalization, so moves in bigger companies’ stocks have more impact on the overall benchmark. Not adjusting for market capitalization, the average gain for an S&P 500 stock is about 63%.</p><p><blockquote>标普500中一只令人憎恨的股票的平均涨幅比该指数过去一年的涨幅高出 2 个百分点,这似乎很奇怪。原因是标普500是根据市值进行加权的,因此大公司股票的变动对整体基准的影响更大。不考虑市值,标普500股票的平均涨幅约为 63%。</blockquote></p><p> That fits with the common-sense view that avoiding the dregs is a good idea. But this past year was difficult. During the first several months of the pandemic, it paid to invest in large, high-quality stocks. It will surprise no one to learn that Microsoft (ticker: MSFT), Google parentAlphabet(GOOGL), Amazon.com (AMZN) and Apple (AAPL) are all well liked by the Street.</p><p><blockquote>这符合常识性的观点,即避免垃圾是一个好主意。但是过去的一年很艰难。在疫情的头几个月,投资大型优质股票是有回报的。得知微软(股票代码:MSFT)、谷歌母公司Phabet(GOOGL)、亚马逊(AMZN)和苹果(AAPL)都受到华尔街的喜爱,没有人会感到惊讶。</blockquote></p><p> Now, thetide is turningand the economy is growing again. That could be a signal to look at stocks that have had a harder time.</p><p><blockquote>现在,形势正在转变,经济再次增长。这可能是一个信号,需要关注经历更艰难时期的股票。</blockquote></p><p> <i>Barron’s</i> came up with a list of the least-liked stocks on the Street by weighting the Buy, Hold, and Sell calls on each company to arrive at a single number summarizing overall sentiment. We took the percentage of ratings for a stock that are Buys, subtracted the share that are Sells, and then added the percentage at Hold, counting each as one-fourth of a Buy to reflect the fact that most analysts expect Hold-rated stocks to keep pace with their peers.</p><p><blockquote><i>巴伦</i>通过对每家公司的买入、持有和卖出评级进行加权,得出总结整体情绪的单一数字,列出了华尔街上最不受欢迎的股票。我们采用买入股票评级的百分比,减去卖出股票的百分比,然后加上持有的百分比,将每个百分比计算为买入的四分之一,以反映大多数分析师预计持有评级的股票将与同行保持同步。</blockquote></p><p> In the S&P 500, about 56% of ratings are Buys. 36% are Holds and 7% are Sells. The numbers don’t total 100 due to rounding.</p><p><blockquote>在标普500,大约56%的评级是买入。36% 持有,7% 出售。由于四舍五入,数字总和不为 100。</blockquote></p><p> Taking all that into consideration, the 24 lowest-rated S&P stocks—the ones analysts tell their clients to avoid—are as follows: American Airlines Group (AAL), Lumen Technologies (LUMN), Consolidated Edison (ED),Franklin Resources(BEN).Brown-Forman(BF. B), Mettler-Toledo International (MTD), Expeditors International of Washington (EXPD),Waters(WAT), Hormel Foods (HRL),McCormick(MKC), ViacomCBS (VIAC), Unum Group (UNM), Comerica (CMA) Under Armour (UAA), J.M. Smucker (SJM), Western Union (WU), Robert Half International (RHI),Discovery(DISCA), Varian Medical Systems (VAR), Invesco (IVZ), Walgreens Boots Alliance (WBA), Cincinnati Financial (CINF), Genuine Parts (GPC) and WEC Energy Group (WEC).</p><p><blockquote>考虑到所有这些因素,标准普尔评级最低的 24 只股票(分析师告诉客户要避免的股票)如下:美国航空集团 (AAL)、Lumen Technologies (LUMN)、联合爱迪生 (ED)、富兰克林资源 (BEN). Brown-Forman(BF. B)、梅特勒-托利多国际公司 (MTD)、华盛顿国际货运代理公司 (EXPD)、沃特斯 (WAT)、荷美尔食品 (HRL)、麦考密克 (MKC)、维亚康姆CBS (VIAC)、Unum Group (UNM)、Comerica (CMA) Under Armour (UAA)、J.M。Smucker (SJM)、西联汇款 (WU)、Robert Half International (RHI)、Discovery (DISCA)、Varian Medical Systems (VAR)、Invesco (IVZ)、Walgreens Boots Alliance (WBA)、Cincinnati Financial (CINF)、Genuine Parts (GPC) 和 WEC 能源集团 (WEC)。</blockquote></p><p> The Dirty Two DozenThe 24 lowest-rated stocks in the S&P 500, calculated using a weighted score for Buy, Sell, and Hold ratings.</p><p><blockquote>《肮脏的二十打》是标普500 24 只评级最低的股票,使用买入、卖出和持有评级的加权分数计算得出。</blockquote></p><p></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Analyst Rating Score*</th> <th>2021E P/E</th> <th>Percentage Off All-Time High</th> <th>% YTD</th> </tr> </thead> <tbody> <tr> <td>American Airlines / AAL</td> <td>-0.7</td> <td>N/A</td> <td>-60.2</td> <td>88</td> </tr> <tr> <td>Lumen Technologies / LUMN</td> <td>-0.5</td> <td>8.2</td> <td>-74.3</td> <td>32</td> </tr> <tr> <td>Consolidated Edison / ED</td> <td>-0.5</td> <td>17.7</td> <td>-21.0</td> <td>-11</td> </tr> <tr> <td>Franklin Resources / BEN</td> <td>-0.4</td> <td>10.3</td> <td>-48.4</td> <td>91</td> </tr> <tr> <td>Brown-Forman / BF.B</td> <td>-0.3</td> <td>41.0</td> <td>-14.9</td> <td>14</td> </tr> <tr> <td>Mettler-Toledo / MTD</td> <td>-0.3</td> <td>41.1</td> <td>-3.9</td> <td>68</td> </tr> <tr> <td>Expeditors Int’l of Washington / EXPD</td> <td>-0.3</td> <td>25.7</td> <td>-1.5</td> <td>54</td> </tr> <tr> <td>Waters / WAT</td> <td>-0.2</td> <td>31.9</td> <td>0.0</td> <td>57</td> </tr> <tr> <td>Hormel Foods / HRL</td> <td>-0.1</td> <td>26.5</td> <td>-12.5</td> <td>-1</td> </tr> <tr> <td>McCormick / MKC</td> <td>-0.1</td> <td>29.7</td> <td>-16.5</td> <td>16</td> </tr> <tr> <td>ViacomCBS / VIAC</td> <td>0.0</td> <td>10.3</td> <td>-58.9</td> <td>160</td> </tr> <tr> <td>Unum / UNM</td> <td>0.0</td> <td>5.8</td> <td>-55.8</td> <td>89</td> </tr> <tr> <td>Comerica / CMA</td> <td>0.0</td> <td>13.4</td> <td>-30.4</td> <td>118</td> </tr> <tr> <td>Under Armour / UAA</td> <td>0.0</td> <td>142.1</td> <td>-58.5</td> <td>105</td> </tr> <tr> <td>J.M. Smucker / SJM</td> <td>0.1</td> <td>14.4</td> <td>-18.5</td> <td>17</td> </tr> <tr> <td>Western Union / WU</td> <td>0.1</td> <td>12.3</td> <td>-12.0</td> <td>30</td> </tr> <tr> <td>Robert Half / RHI</td> <td>0.1</td> <td>24.2</td> <td>-2.6</td> <td>92</td> </tr> <tr> <td>Discover / DISCA</td> <td>0.1</td> <td>14.6</td> <td>-46.3</td> <td>88</td> </tr> <tr> <td>Varian Medical Systems / VAR</td> <td>0.1</td> <td>33.8</td> <td>-0.1</td> <td>57</td> </tr> <tr> <td>Invesco / IVZ</td> <td>0.1</td> <td>10.2</td> <td>-57.0</td> <td>181</td> </tr> <tr> <td>Walgreens Boots Alliance / WBA</td> <td>0.2</td> <td>11.2</td> <td>-44.3</td> <td>29</td> </tr> <tr> <td>Cincinnati Financial / CINF</td> <td>0.2</td> <td>25.8</td> <td>-11.1</td> <td>30</td> </tr> <tr> <td>Genuine Parts / GPC</td> <td>0.2</td> <td>20.4</td> <td>-1.6</td> <td>68</td> </tr> <tr> <td>WEC Energy / WEC</td> <td>0.2</td> <td>23.0</td> <td>-15.7</td> <td>-3</td> </tr> <tr> <td>Dirty Dozen's average</td> <td>-0.1</td> <td>25.8</td> <td>-27.7</td> <td>61.2</td> </tr> <tr> <td>S&P 500 average</td> <td>1.1</td> <td>23</td> <td>0.1</td> <td>10</td> </tr> </tbody> </table> *Lower scores have more sell ratings.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>分析师评级得分*</th><th>2021年市盈率</th><th>折扣百分比创历史新高</th><th>年初至今百分比</th></tr></thead><tbody><tr><td>美国航空公司/AAL</td><td>-0.7</td><td>不适用</td><td>-60.2</td><td>88</td></tr><tr><td>流明科技/LUMN</td><td>-0.5</td><td>8.2</td><td>-74.3</td><td>32</td></tr><tr><td>联合爱迪生/编辑</td><td>-0.5</td><td>17.7</td><td>-21.0</td><td>-11</td></tr><tr><td>富兰克林资源/BEN</td><td>-0.4</td><td>10.3</td><td>-48.4</td><td>91</td></tr><tr><td>布朗-福尔曼 / BF.B</td><td>-0.3</td><td>41.0</td><td>-14.9</td><td>14</td></tr><tr><td>梅特勒-托利多/MTD</td><td>-0.3</td><td>41.1</td><td>-3.9</td><td>68</td></tr><tr><td>华盛顿国际货运代理公司 / EXPD</td><td>-0.3</td><td>25.7</td><td>-1.5</td><td>54</td></tr><tr><td>水/水</td><td>-0.2</td><td>31.9</td><td>0.0</td><td>57</td></tr><tr><td>荷美尔食品/HRL</td><td>-0.1</td><td>26.5</td><td>-12.5</td><td>-1</td></tr><tr><td>麦考密克/MKC</td><td>-0.1</td><td>29.7</td><td>-16.5</td><td>16</td></tr><tr><td>维亚康姆哥伦比亚广播公司/维亚克</td><td>0.0</td><td>10.3</td><td>-58.9</td><td>160</td></tr><tr><td>Unum/UNM</td><td>0.0</td><td>5.8</td><td>-55.8</td><td>89</td></tr><tr><td>Comerica/CMA</td><td>0.0</td><td>13.4</td><td>-30.4</td><td>118</td></tr><tr><td>安德玛/UAA</td><td>0.0</td><td>142.1</td><td>-58.5</td><td>105</td></tr><tr><td>J.MSmucker / SJM</td><td>0.1</td><td>14.4</td><td>-18.5</td><td>17</td></tr><tr><td>西联汇款/WU</td><td>0.1</td><td>12.3</td><td>-12.0</td><td>30</td></tr><tr><td>罗伯特·哈夫 / RHI</td><td>0.1</td><td>24.2</td><td>-2.6</td><td>92</td></tr><tr><td>发现/磁盘</td><td>0.1</td><td>14.6</td><td>-46.3</td><td>88</td></tr><tr><td>瓦里安医疗系统/VAR</td><td>0.1</td><td>33.8</td><td>-0.1</td><td>57</td></tr><tr><td>景顺/IVZ</td><td>0.1</td><td>10.2</td><td>-57.0</td><td>181</td></tr><tr><td>沃尔格林博姿联盟/WBA</td><td>0.2</td><td>11.2</td><td>-44.3</td><td>29</td></tr><tr><td>辛辛那提金融/CINF</td><td>0.2</td><td>25.8</td><td>-11.1</td><td>30</td></tr><tr><td>正品零件/GPC</td><td>0.2</td><td>20.4</td><td>-1.6</td><td>68</td></tr><tr><td>WEC能源/WEC</td><td>0.2</td><td>23.0</td><td>-15.7</td><td>-3</td></tr><tr><td>肮脏的一打平均值</td><td>-0.1</td><td>25.8</td><td>-27.7</td><td>61.2</td></tr><tr><td>标普500平均值</td><td>1.1</td><td>23</td><td>0.1</td><td>10</td></tr></tbody></table>*分数越低,卖出评级越高。</blockquote></p><p> Sources: Bloomberg; Barron's calculations</p><p><blockquote>资料来源:彭博;巴伦周刊的计算</blockquote></p><p> It’s an eclectic list. Some stocks, such as American Airlines, are there because of huge, pandemic-induced losses. Others simply look expensive. Mettler, for instance, trades at 41 times the per-share earnings expected for 2021.</p><p><blockquote>这是一份不拘一格的名单。一些股票,例如美国航空公司,是因为大流行造成的巨额损失。其他的只是看起来很贵。例如,梅特勒的股价是 2021 年预期每股收益的 41 倍。</blockquote></p><p> Others firms face potentially damaging long-term changes in their industries. Franklin Resources, for instance, is an asset manager dealing with the shift from actively managed funds to index funds with lower fees. And some companies just don’t seem to have much room for growth. McCormick sells spices, and the chances that demand will rocket higher unexpectedly appear slim.</p><p><blockquote>其他公司的行业面临着潜在的破坏性长期变化。例如,富兰克林资源公司是一家资产管理公司,正在处理从主动管理基金向费用较低的指数基金的转变。有些公司似乎没有太大的发展空间。麦考密克销售香料,需求意外飙升的可能性似乎很小。</blockquote></p><p> Not every one of the hated names will pass muster for investors. But the hated stocks have one thing going for them: They are cheaper. Although not every one of the two dozen is making money, the shares trade for an average of about 20 times estimated 2021 earnings, while the market is at closer to 24 times.</p><p><blockquote>并非每个令人憎恨的名字都能通过投资者的审查。但令人憎恨的股票有一个优点:它们更便宜。尽管并非两打中的每一个都在赚钱,但这些股票的平均交易价格约为 2021 年预期市盈率的 20 倍,而市场则接近 24 倍。</blockquote></p><p> Another plus is that unlike the S&P 500, the rejects aren’t trading near their record highs, a factor that points at the potential for a rebound. The two dozen are down by an average of roughly 25% from their all-time highs.</p><p><blockquote>另一个好处是,与标普500不同,拒绝股的交易价格并没有接近历史新高,这一因素表明股市有可能反弹。这两打股票较历史高点平均下跌约 25%。</blockquote></p><p> The bottom line, then, is that bargains may be hiding in the trash heap. But as is the case with any stock screen, investors will have to dig deeper to find out which.</p><p><blockquote>那么,底线是便宜货可能藏在垃圾堆里。但与任何股票筛选一样,投资者必须深入挖掘才能找出哪一个。</blockquote></p><p> Go to it, contrarians.</p><p><blockquote>去吧,逆向投资者。</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 24 Most-Hated Stocks in the S&P 500, and Why You Should Love Them<blockquote>标普500最讨厌的 24 只股票,以及为什么你应该喜欢它们</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 24 Most-Hated Stocks in the S&P 500, and Why You Should Love Them<blockquote>标普500最讨厌的 24 只股票,以及为什么你应该喜欢它们</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-14 09:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investing in the best-loved stocks can be a good idea. But investors should also know what stocks analysts are shunning.</p><p><blockquote>投资最受欢迎的股票可能是一个好主意。但投资者也应该知道分析师在回避哪些股票。</blockquote></p><p> While simply avoiding those companies is one sound strategy, it can also make sense to dig through the reject bin. Sometimes the only direction to go from the bottom is up. The most hated stocks can only get less hated over time, a fact that on its own can be enough for above-average stock gains.</p><p><blockquote>虽然简单地避开这些公司是一个合理的策略,但挖掘垃圾箱也是有意义的。有时候从底部走的唯一方向是向上。随着时间的推移,最讨厌的股票只会变得不那么讨厌,这一事实本身就足以让股票涨幅高于平均水平。</blockquote></p><p> Wall Streetratingsare always a helpful guide for investors—the pros as well as amateur stock pickers. Analysts covering companies at brokerage firms are, after all, paid to follow industry trends, compare companies, and value stocks.</p><p><blockquote>华尔街评级始终是投资者(无论是专业人士还是业余选股者)的有用指南。毕竟,经纪公司研究公司的分析师的报酬是跟踪行业趋势、比较公司和评估股票。</blockquote></p><p> Over the past year, analysts’ favorite 10% ofS&P 500stocks are up almost 70% on average. The bottom 10%, on the other hand, is up closer to 50%. Favorites have outperformed by about 20 percentage points. The overall S&P index, meanwhile, is up about 48%.</p><p><blockquote>在过去的一年里,分析师最喜欢的标准普尔 500 指数中 10% 的股票平均上涨了近 70%。另一方面,底部的10%上升到接近50%。最受欢迎的表现超过了大约20个百分点。与此同时,标准普尔指数整体上涨约 48%。</blockquote></p><p> It might seem odd that the average gain for a hated stock in the S&P 500 is 2 percentage points better than what the index achieved over the past year. The reason is that the S&P 500 is weighted according to market capitalization, so moves in bigger companies’ stocks have more impact on the overall benchmark. Not adjusting for market capitalization, the average gain for an S&P 500 stock is about 63%.</p><p><blockquote>标普500中一只令人憎恨的股票的平均涨幅比该指数过去一年的涨幅高出 2 个百分点,这似乎很奇怪。原因是标普500是根据市值进行加权的,因此大公司股票的变动对整体基准的影响更大。不考虑市值,标普500股票的平均涨幅约为 63%。</blockquote></p><p> That fits with the common-sense view that avoiding the dregs is a good idea. But this past year was difficult. During the first several months of the pandemic, it paid to invest in large, high-quality stocks. It will surprise no one to learn that Microsoft (ticker: MSFT), Google parentAlphabet(GOOGL), Amazon.com (AMZN) and Apple (AAPL) are all well liked by the Street.</p><p><blockquote>这符合常识性的观点,即避免垃圾是一个好主意。但是过去的一年很艰难。在疫情的头几个月,投资大型优质股票是有回报的。得知微软(股票代码:MSFT)、谷歌母公司Phabet(GOOGL)、亚马逊(AMZN)和苹果(AAPL)都受到华尔街的喜爱,没有人会感到惊讶。</blockquote></p><p> Now, thetide is turningand the economy is growing again. That could be a signal to look at stocks that have had a harder time.</p><p><blockquote>现在,形势正在转变,经济再次增长。这可能是一个信号,需要关注经历更艰难时期的股票。</blockquote></p><p> <i>Barron’s</i> came up with a list of the least-liked stocks on the Street by weighting the Buy, Hold, and Sell calls on each company to arrive at a single number summarizing overall sentiment. We took the percentage of ratings for a stock that are Buys, subtracted the share that are Sells, and then added the percentage at Hold, counting each as one-fourth of a Buy to reflect the fact that most analysts expect Hold-rated stocks to keep pace with their peers.</p><p><blockquote><i>巴伦</i>通过对每家公司的买入、持有和卖出评级进行加权,得出总结整体情绪的单一数字,列出了华尔街上最不受欢迎的股票。我们采用买入股票评级的百分比,减去卖出股票的百分比,然后加上持有的百分比,将每个百分比计算为买入的四分之一,以反映大多数分析师预计持有评级的股票将与同行保持同步。</blockquote></p><p> In the S&P 500, about 56% of ratings are Buys. 36% are Holds and 7% are Sells. The numbers don’t total 100 due to rounding.</p><p><blockquote>在标普500,大约56%的评级是买入。36% 持有,7% 出售。由于四舍五入,数字总和不为 100。</blockquote></p><p> Taking all that into consideration, the 24 lowest-rated S&P stocks—the ones analysts tell their clients to avoid—are as follows: American Airlines Group (AAL), Lumen Technologies (LUMN), Consolidated Edison (ED),Franklin Resources(BEN).Brown-Forman(BF. B), Mettler-Toledo International (MTD), Expeditors International of Washington (EXPD),Waters(WAT), Hormel Foods (HRL),McCormick(MKC), ViacomCBS (VIAC), Unum Group (UNM), Comerica (CMA) Under Armour (UAA), J.M. Smucker (SJM), Western Union (WU), Robert Half International (RHI),Discovery(DISCA), Varian Medical Systems (VAR), Invesco (IVZ), Walgreens Boots Alliance (WBA), Cincinnati Financial (CINF), Genuine Parts (GPC) and WEC Energy Group (WEC).</p><p><blockquote>考虑到所有这些因素,标准普尔评级最低的 24 只股票(分析师告诉客户要避免的股票)如下:美国航空集团 (AAL)、Lumen Technologies (LUMN)、联合爱迪生 (ED)、富兰克林资源 (BEN). Brown-Forman(BF. B)、梅特勒-托利多国际公司 (MTD)、华盛顿国际货运代理公司 (EXPD)、沃特斯 (WAT)、荷美尔食品 (HRL)、麦考密克 (MKC)、维亚康姆CBS (VIAC)、Unum Group (UNM)、Comerica (CMA) Under Armour (UAA)、J.M。Smucker (SJM)、西联汇款 (WU)、Robert Half International (RHI)、Discovery (DISCA)、Varian Medical Systems (VAR)、Invesco (IVZ)、Walgreens Boots Alliance (WBA)、Cincinnati Financial (CINF)、Genuine Parts (GPC) 和 WEC 能源集团 (WEC)。</blockquote></p><p> The Dirty Two DozenThe 24 lowest-rated stocks in the S&P 500, calculated using a weighted score for Buy, Sell, and Hold ratings.</p><p><blockquote>《肮脏的二十打》是标普500 24 只评级最低的股票,使用买入、卖出和持有评级的加权分数计算得出。</blockquote></p><p></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Analyst Rating Score*</th> <th>2021E P/E</th> <th>Percentage Off All-Time High</th> <th>% YTD</th> </tr> </thead> <tbody> <tr> <td>American Airlines / AAL</td> <td>-0.7</td> <td>N/A</td> <td>-60.2</td> <td>88</td> </tr> <tr> <td>Lumen Technologies / LUMN</td> <td>-0.5</td> <td>8.2</td> <td>-74.3</td> <td>32</td> </tr> <tr> <td>Consolidated Edison / ED</td> <td>-0.5</td> <td>17.7</td> <td>-21.0</td> <td>-11</td> </tr> <tr> <td>Franklin Resources / BEN</td> <td>-0.4</td> <td>10.3</td> <td>-48.4</td> <td>91</td> </tr> <tr> <td>Brown-Forman / BF.B</td> <td>-0.3</td> <td>41.0</td> <td>-14.9</td> <td>14</td> </tr> <tr> <td>Mettler-Toledo / MTD</td> <td>-0.3</td> <td>41.1</td> <td>-3.9</td> <td>68</td> </tr> <tr> <td>Expeditors Int’l of Washington / EXPD</td> <td>-0.3</td> <td>25.7</td> <td>-1.5</td> <td>54</td> </tr> <tr> <td>Waters / WAT</td> <td>-0.2</td> <td>31.9</td> <td>0.0</td> <td>57</td> </tr> <tr> <td>Hormel Foods / HRL</td> <td>-0.1</td> <td>26.5</td> <td>-12.5</td> <td>-1</td> </tr> <tr> <td>McCormick / MKC</td> <td>-0.1</td> <td>29.7</td> <td>-16.5</td> <td>16</td> </tr> <tr> <td>ViacomCBS / VIAC</td> <td>0.0</td> <td>10.3</td> <td>-58.9</td> <td>160</td> </tr> <tr> <td>Unum / UNM</td> <td>0.0</td> <td>5.8</td> <td>-55.8</td> <td>89</td> </tr> <tr> <td>Comerica / CMA</td> <td>0.0</td> <td>13.4</td> <td>-30.4</td> <td>118</td> </tr> <tr> <td>Under Armour / UAA</td> <td>0.0</td> <td>142.1</td> <td>-58.5</td> <td>105</td> </tr> <tr> <td>J.M. Smucker / SJM</td> <td>0.1</td> <td>14.4</td> <td>-18.5</td> <td>17</td> </tr> <tr> <td>Western Union / WU</td> <td>0.1</td> <td>12.3</td> <td>-12.0</td> <td>30</td> </tr> <tr> <td>Robert Half / RHI</td> <td>0.1</td> <td>24.2</td> <td>-2.6</td> <td>92</td> </tr> <tr> <td>Discover / DISCA</td> <td>0.1</td> <td>14.6</td> <td>-46.3</td> <td>88</td> </tr> <tr> <td>Varian Medical Systems / VAR</td> <td>0.1</td> <td>33.8</td> <td>-0.1</td> <td>57</td> </tr> <tr> <td>Invesco / IVZ</td> <td>0.1</td> <td>10.2</td> <td>-57.0</td> <td>181</td> </tr> <tr> <td>Walgreens Boots Alliance / WBA</td> <td>0.2</td> <td>11.2</td> <td>-44.3</td> <td>29</td> </tr> <tr> <td>Cincinnati Financial / CINF</td> <td>0.2</td> <td>25.8</td> <td>-11.1</td> <td>30</td> </tr> <tr> <td>Genuine Parts / GPC</td> <td>0.2</td> <td>20.4</td> <td>-1.6</td> <td>68</td> </tr> <tr> <td>WEC Energy / WEC</td> <td>0.2</td> <td>23.0</td> <td>-15.7</td> <td>-3</td> </tr> <tr> <td>Dirty Dozen's average</td> <td>-0.1</td> <td>25.8</td> <td>-27.7</td> <td>61.2</td> </tr> <tr> <td>S&P 500 average</td> <td>1.1</td> <td>23</td> <td>0.1</td> <td>10</td> </tr> </tbody> </table> *Lower scores have more sell ratings.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>分析师评级得分*</th><th>2021年市盈率</th><th>折扣百分比创历史新高</th><th>年初至今百分比</th></tr></thead><tbody><tr><td>美国航空公司/AAL</td><td>-0.7</td><td>不适用</td><td>-60.2</td><td>88</td></tr><tr><td>流明科技/LUMN</td><td>-0.5</td><td>8.2</td><td>-74.3</td><td>32</td></tr><tr><td>联合爱迪生/编辑</td><td>-0.5</td><td>17.7</td><td>-21.0</td><td>-11</td></tr><tr><td>富兰克林资源/BEN</td><td>-0.4</td><td>10.3</td><td>-48.4</td><td>91</td></tr><tr><td>布朗-福尔曼 / BF.B</td><td>-0.3</td><td>41.0</td><td>-14.9</td><td>14</td></tr><tr><td>梅特勒-托利多/MTD</td><td>-0.3</td><td>41.1</td><td>-3.9</td><td>68</td></tr><tr><td>华盛顿国际货运代理公司 / EXPD</td><td>-0.3</td><td>25.7</td><td>-1.5</td><td>54</td></tr><tr><td>水/水</td><td>-0.2</td><td>31.9</td><td>0.0</td><td>57</td></tr><tr><td>荷美尔食品/HRL</td><td>-0.1</td><td>26.5</td><td>-12.5</td><td>-1</td></tr><tr><td>麦考密克/MKC</td><td>-0.1</td><td>29.7</td><td>-16.5</td><td>16</td></tr><tr><td>维亚康姆哥伦比亚广播公司/维亚克</td><td>0.0</td><td>10.3</td><td>-58.9</td><td>160</td></tr><tr><td>Unum/UNM</td><td>0.0</td><td>5.8</td><td>-55.8</td><td>89</td></tr><tr><td>Comerica/CMA</td><td>0.0</td><td>13.4</td><td>-30.4</td><td>118</td></tr><tr><td>安德玛/UAA</td><td>0.0</td><td>142.1</td><td>-58.5</td><td>105</td></tr><tr><td>J.MSmucker / SJM</td><td>0.1</td><td>14.4</td><td>-18.5</td><td>17</td></tr><tr><td>西联汇款/WU</td><td>0.1</td><td>12.3</td><td>-12.0</td><td>30</td></tr><tr><td>罗伯特·哈夫 / RHI</td><td>0.1</td><td>24.2</td><td>-2.6</td><td>92</td></tr><tr><td>发现/磁盘</td><td>0.1</td><td>14.6</td><td>-46.3</td><td>88</td></tr><tr><td>瓦里安医疗系统/VAR</td><td>0.1</td><td>33.8</td><td>-0.1</td><td>57</td></tr><tr><td>景顺/IVZ</td><td>0.1</td><td>10.2</td><td>-57.0</td><td>181</td></tr><tr><td>沃尔格林博姿联盟/WBA</td><td>0.2</td><td>11.2</td><td>-44.3</td><td>29</td></tr><tr><td>辛辛那提金融/CINF</td><td>0.2</td><td>25.8</td><td>-11.1</td><td>30</td></tr><tr><td>正品零件/GPC</td><td>0.2</td><td>20.4</td><td>-1.6</td><td>68</td></tr><tr><td>WEC能源/WEC</td><td>0.2</td><td>23.0</td><td>-15.7</td><td>-3</td></tr><tr><td>肮脏的一打平均值</td><td>-0.1</td><td>25.8</td><td>-27.7</td><td>61.2</td></tr><tr><td>标普500平均值</td><td>1.1</td><td>23</td><td>0.1</td><td>10</td></tr></tbody></table>*分数越低,卖出评级越高。</blockquote></p><p> Sources: Bloomberg; Barron's calculations</p><p><blockquote>资料来源:彭博;巴伦周刊的计算</blockquote></p><p> It’s an eclectic list. Some stocks, such as American Airlines, are there because of huge, pandemic-induced losses. Others simply look expensive. Mettler, for instance, trades at 41 times the per-share earnings expected for 2021.</p><p><blockquote>这是一份不拘一格的名单。一些股票,例如美国航空公司,是因为大流行造成的巨额损失。其他的只是看起来很贵。例如,梅特勒的股价是 2021 年预期每股收益的 41 倍。</blockquote></p><p> Others firms face potentially damaging long-term changes in their industries. Franklin Resources, for instance, is an asset manager dealing with the shift from actively managed funds to index funds with lower fees. And some companies just don’t seem to have much room for growth. McCormick sells spices, and the chances that demand will rocket higher unexpectedly appear slim.</p><p><blockquote>其他公司的行业面临着潜在的破坏性长期变化。例如,富兰克林资源公司是一家资产管理公司,正在处理从主动管理基金向费用较低的指数基金的转变。有些公司似乎没有太大的发展空间。麦考密克销售香料,需求意外飙升的可能性似乎很小。</blockquote></p><p> Not every one of the hated names will pass muster for investors. But the hated stocks have one thing going for them: They are cheaper. Although not every one of the two dozen is making money, the shares trade for an average of about 20 times estimated 2021 earnings, while the market is at closer to 24 times.</p><p><blockquote>并非每个令人憎恨的名字都能通过投资者的审查。但令人憎恨的股票有一个优点:它们更便宜。尽管并非两打中的每一个都在赚钱,但这些股票的平均交易价格约为 2021 年预期市盈率的 20 倍,而市场则接近 24 倍。</blockquote></p><p> Another plus is that unlike the S&P 500, the rejects aren’t trading near their record highs, a factor that points at the potential for a rebound. The two dozen are down by an average of roughly 25% from their all-time highs.</p><p><blockquote>另一个好处是,与标普500不同,拒绝股的交易价格并没有接近历史新高,这一因素表明股市有可能反弹。这两打股票较历史高点平均下跌约 25%。</blockquote></p><p> The bottom line, then, is that bargains may be hiding in the trash heap. But as is the case with any stock screen, investors will have to dig deeper to find out which.</p><p><blockquote>那么,底线是便宜货可能藏在垃圾堆里。但与任何股票筛选一样,投资者必须深入挖掘才能找出哪一个。</blockquote></p><p> Go to it, contrarians.</p><p><blockquote>去吧,逆向投资者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/the-24-most-hated-stocks-in-the-s-p-500-and-why-you-should-love-them-51618332859?mod=hp_LEAD_1\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","LUMN":"Lumen Technologies","MTD":"梅特勒-托利多","BF.B":"布朗霍文","HRL":"荷美尔","WAT":"沃特世","RHI":"罗致恒富","WEC":"威州能源","UAA":"安德玛公司A类股","BEN":"Franklin Resources Inc","AAL":"美国航空","DISCA":"探索传播","EXPD":"康捷国际物流","CMA":"联信银行","MKC":"味好美","ED":"爱迪生联合电气","UNM":"尤纳姆集团","WU":"西联汇款","SJM":"斯马克",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/the-24-most-hated-stocks-in-the-s-p-500-and-why-you-should-love-them-51618332859?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106080522","content_text":"Investing in the best-loved stocks can be a good idea. But investors should also know what stocks analysts are shunning.\nWhile simply avoiding those companies is one sound strategy, it can also make sense to dig through the reject bin. Sometimes the only direction to go from the bottom is up. The most hated stocks can only get less hated over time, a fact that on its own can be enough for above-average stock gains.\nWall Streetratingsare always a helpful guide for investors—the pros as well as amateur stock pickers. Analysts covering companies at brokerage firms are, after all, paid to follow industry trends, compare companies, and value stocks.\nOver the past year, analysts’ favorite 10% ofS&P 500stocks are up almost 70% on average. The bottom 10%, on the other hand, is up closer to 50%. Favorites have outperformed by about 20 percentage points. The overall S&P index, meanwhile, is up about 48%.\nIt might seem odd that the average gain for a hated stock in the S&P 500 is 2 percentage points better than what the index achieved over the past year. The reason is that the S&P 500 is weighted according to market capitalization, so moves in bigger companies’ stocks have more impact on the overall benchmark. Not adjusting for market capitalization, the average gain for an S&P 500 stock is about 63%.\nThat fits with the common-sense view that avoiding the dregs is a good idea. But this past year was difficult. During the first several months of the pandemic, it paid to invest in large, high-quality stocks. It will surprise no one to learn that Microsoft (ticker: MSFT), Google parentAlphabet(GOOGL), Amazon.com (AMZN) and Apple (AAPL) are all well liked by the Street.\nNow, thetide is turningand the economy is growing again. That could be a signal to look at stocks that have had a harder time.\nBarron’s came up with a list of the least-liked stocks on the Street by weighting the Buy, Hold, and Sell calls on each company to arrive at a single number summarizing overall sentiment. We took the percentage of ratings for a stock that are Buys, subtracted the share that are Sells, and then added the percentage at Hold, counting each as one-fourth of a Buy to reflect the fact that most analysts expect Hold-rated stocks to keep pace with their peers.\nIn the S&P 500, about 56% of ratings are Buys. 36% are Holds and 7% are Sells. The numbers don’t total 100 due to rounding.\nTaking all that into consideration, the 24 lowest-rated S&P stocks—the ones analysts tell their clients to avoid—are as follows: American Airlines Group (AAL), Lumen Technologies (LUMN), Consolidated Edison (ED),Franklin Resources(BEN).Brown-Forman(BF. B), Mettler-Toledo International (MTD), Expeditors International of Washington (EXPD),Waters(WAT), Hormel Foods (HRL),McCormick(MKC), ViacomCBS (VIAC), Unum Group (UNM), Comerica (CMA) Under Armour (UAA), J.M. Smucker (SJM), Western Union (WU), Robert Half International (RHI),Discovery(DISCA), Varian Medical Systems (VAR), Invesco (IVZ), Walgreens Boots Alliance (WBA), Cincinnati Financial (CINF), Genuine Parts (GPC) and WEC Energy Group (WEC).\nThe Dirty Two DozenThe 24 lowest-rated stocks in the S&P 500, calculated using a weighted score for Buy, Sell, and Hold ratings.\n\n\n\nCompany / Ticker\nAnalyst Rating Score*\n2021E P/E\nPercentage Off All-Time High\n% YTD\n\n\n\n\nAmerican Airlines / AAL\n-0.7\nN/A\n-60.2\n88\n\n\nLumen Technologies / LUMN\n-0.5\n8.2\n-74.3\n32\n\n\nConsolidated Edison / ED\n-0.5\n17.7\n-21.0\n-11\n\n\nFranklin Resources / BEN\n-0.4\n10.3\n-48.4\n91\n\n\nBrown-Forman / BF.B\n-0.3\n41.0\n-14.9\n14\n\n\nMettler-Toledo / MTD\n-0.3\n41.1\n-3.9\n68\n\n\nExpeditors Int’l of Washington / EXPD\n-0.3\n25.7\n-1.5\n54\n\n\nWaters / WAT\n-0.2\n31.9\n0.0\n57\n\n\nHormel Foods / HRL\n-0.1\n26.5\n-12.5\n-1\n\n\nMcCormick / MKC\n-0.1\n29.7\n-16.5\n16\n\n\nViacomCBS / VIAC\n0.0\n10.3\n-58.9\n160\n\n\nUnum / UNM\n0.0\n5.8\n-55.8\n89\n\n\nComerica / CMA\n0.0\n13.4\n-30.4\n118\n\n\nUnder Armour / UAA\n0.0\n142.1\n-58.5\n105\n\n\nJ.M. Smucker / SJM\n0.1\n14.4\n-18.5\n17\n\n\nWestern Union / WU\n0.1\n12.3\n-12.0\n30\n\n\nRobert Half / RHI\n0.1\n24.2\n-2.6\n92\n\n\nDiscover / DISCA\n0.1\n14.6\n-46.3\n88\n\n\nVarian Medical Systems / VAR\n0.1\n33.8\n-0.1\n57\n\n\nInvesco / IVZ\n0.1\n10.2\n-57.0\n181\n\n\nWalgreens Boots Alliance / WBA\n0.2\n11.2\n-44.3\n29\n\n\nCincinnati Financial / CINF\n0.2\n25.8\n-11.1\n30\n\n\nGenuine Parts / GPC\n0.2\n20.4\n-1.6\n68\n\n\nWEC Energy / WEC\n0.2\n23.0\n-15.7\n-3\n\n\nDirty Dozen's average\n-0.1\n25.8\n-27.7\n61.2\n\n\nS&P 500 average\n1.1\n23\n0.1\n10\n\n\n\n*Lower scores have more sell ratings.\nSources: Bloomberg; Barron's calculations\nIt’s an eclectic list. Some stocks, such as American Airlines, are there because of huge, pandemic-induced losses. Others simply look expensive. Mettler, for instance, trades at 41 times the per-share earnings expected for 2021.\nOthers firms face potentially damaging long-term changes in their industries. Franklin Resources, for instance, is an asset manager dealing with the shift from actively managed funds to index funds with lower fees. And some companies just don’t seem to have much room for growth. McCormick sells spices, and the chances that demand will rocket higher unexpectedly appear slim.\nNot every one of the hated names will pass muster for investors. But the hated stocks have one thing going for them: They are cheaper. Although not every one of the two dozen is making money, the shares trade for an average of about 20 times estimated 2021 earnings, while the market is at closer to 24 times.\nAnother plus is that unlike the S&P 500, the rejects aren’t trading near their record highs, a factor that points at the potential for a rebound. The two dozen are down by an average of roughly 25% from their all-time highs.\nThe bottom line, then, is that bargains may be hiding in the trash heap. But as is the case with any stock screen, investors will have to dig deeper to find out which.\nGo to it, contrarians.","news_type":1,"symbols_score_info":{"MTD":0.9,"WU":0.9,"VIAC":0.9,"SJM":0.9,".SPX":0.9,"LUMN":0.9,"RHI":0.9,"WAT":0.9,"BEN":0.9,"CMA":0.9,".DJI":0.9,"VAR":0.9,"ED":0.9,".IXIC":0.9,"UAA":0.9,"DISCA":0.9,"MKC":0.9,"BF.B":0.9,"AAL":0.9,"HRL":0.9,"UNM":0.9,"WEC":0.9,"EXPD":0.9}},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":375948135,"gmtCreate":1619290039727,"gmtModify":1634287291081,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579525498777789","authorIdStr":"3579525498777789"},"themes":[],"title":"","htmlText":"gd read ","listText":"gd read ","text":"gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/375948135","repostId":"1101099559","repostType":4,"repost":{"id":"1101099559","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":1619191663,"share":"https://www.laohunote.com/m/news/1101099559?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:27","market":"us","language":"en","title":"Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场对更高的税收担忧不屑一顾,道琼斯指数在银行和科技股的带领下反弹 200 点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101099559","media":"Tiger Newspress","summary":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White ","content":"<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五反弹,华尔街重新评估了白宫可能寻求提高资本利得税的消息引发的担忧。</blockquote></p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p><blockquote>高盛和苹果股价上涨,道琼斯工业平均指数上涨 200 点。在金融和科技股的带领下,标普500上涨 1%,而以科技股为主的纳斯达克综合指数上涨 1.2%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午,多家新闻媒体报道称,乔·拜登总统将提议对富人征收更高的资本利得税,此后华尔街股市经历了一个动荡的时段。</blockquote></p><p>Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.</p><p><blockquote>彭博新闻社报道称,拜登正计划将美国富人的资本利得税提高到43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话称,该提案将把收入100万美元或以上的人的资本利得率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p><blockquote>“高盛经济学家在一份报告中写道:”我们预计国会将通过此次增税的缩减版。“我们预计国会将决定更温和的增幅,可能在28%左右。”</blockquote></p><p>Week to date, the three major averages are all down about 1%.</p><p><blockquote>本周迄今为止,三大平均值均下跌约1%。</blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布的第二季度盈利指引低于分析师预期,股价下跌超过 5%。美国运通 (American Express) 公布季度收入略低于预期,股价下跌超过 4%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时,Snap股价上涨 9%,此前该公司表示第一季度收入增长加速,用户数量强劲。Snap实现了盈亏平衡,同时公布了 7.7 亿美元的收入。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>财报季到目前为止,各公司的业绩在很大程度上超出了华尔街的预测。尽管如此,强劲的第一季度业绩还是遭到了投资者的冷淡反应,迄今为止,投资者还没有抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示,标普500和道琼斯指数已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后,股指仍距离历史高点不到 1.5%。</blockquote></p><p>Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据 CoinMetrics 的数据,比特币隔夜暴跌,部分原因可能是对更高资本利得税的担忧,加密货币最终下跌约 8%。以太币等其他加密货币也受到了打击。到目前为止,那里的抛售还没有蔓延到股票等其他风险资产。</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>Dow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场对更高的税收担忧不屑一顾,道琼斯指数在银行和科技股的带领下反弹 200 点</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\">\nDow rebounds 200 points led by banks and tech as market shrugs off higher tax fears<blockquote>由于市场对更高的税收担忧不屑一顾,道琼斯指数在银行和科技股的带领下反弹 200 点</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\">2021-04-23 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.</p><p><blockquote>美国股市周五反弹,华尔街重新评估了白宫可能寻求提高资本利得税的消息引发的担忧。</blockquote></p><p>The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.</p><p><blockquote>高盛和苹果股价上涨,道琼斯工业平均指数上涨 200 点。在金融和科技股的带领下,标普500上涨 1%,而以科技股为主的纳斯达克综合指数上涨 1.2%。</blockquote></p><p>Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.</p><p><blockquote>周四下午,多家新闻媒体报道称,乔·拜登总统将提议对富人征收更高的资本利得税,此后华尔街股市经历了一个动荡的时段。</blockquote></p><p>Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.</p><p><blockquote>彭博新闻社报道称,拜登正计划将美国富人的资本利得税提高到43.4%。</blockquote></p><p>The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.</p><p><blockquote>据彭博新闻社援引知情人士的话称,该提案将把收入100万美元或以上的人的资本利得率从目前的20%提高到39.6%。路透社和《纽约时报》后来也报道了类似的故事。</blockquote></p><p>“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”</p><p><blockquote>“高盛经济学家在一份报告中写道:”我们预计国会将通过此次增税的缩减版。“我们预计国会将决定更温和的增幅,可能在28%左右。”</blockquote></p><p>Week to date, the three major averages are all down about 1%.</p><p><blockquote>本周迄今为止,三大平均值均下跌约1%。</blockquote></p><p>Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.</p><p><blockquote>英特尔发布的第二季度盈利指引低于分析师预期,股价下跌超过 5%。美国运通 (American Express) 公布季度收入略低于预期,股价下跌超过 4%。</blockquote></p><p>Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.</p><p><blockquote>与此同时,Snap股价上涨 9%,此前该公司表示第一季度收入增长加速,用户数量强劲。Snap实现了盈亏平衡,同时公布了 7.7 亿美元的收入。</blockquote></p><p>Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.</p><p><blockquote>财报季到目前为止,各公司的业绩在很大程度上超出了华尔街的预测。尽管如此,强劲的第一季度业绩还是遭到了投资者的冷淡反应,迄今为止,投资者还没有抢购业绩最好的公司的股票。</blockquote></p><p>Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.</p><p><blockquote>策略师表示,标普500和道琼斯指数已经很高的估值以及接近历史新高的水平抑制了交易员的热情。但即使在周四下跌之后,股指仍距离历史高点不到 1.5%。</blockquote></p><p>Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.</p><p><blockquote>根据 CoinMetrics 的数据,比特币隔夜暴跌,部分原因可能是对更高资本利得税的担忧,加密货币最终下跌约 8%。以太币等其他加密货币也受到了打击。到目前为止,那里的抛售还没有蔓延到股票等其他风险资产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔",".SPX":"S&P 500 Index","SNAP":"Snap Inc",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101099559","content_text":"U.S. stocks rebounded on Friday as Wall Street reassessed concerns arising from news that the White House could seek a hike to the capital gains tax.The Dow Jones Industrial Average gained 200 points amid a jump in Goldman Sachs and Apple shares. The S&P 500 rose 1% led by financials and technology shares, while the tech-heavy Nasdaq Composite climbed 1.2%.Wall Street came off a turbulent session for equities after multiple news outlets reported Thursday afternoon that President Joe Biden is slated to propose much higher capital gains taxes for the rich.Bloomberg News reported that Biden is planning a capital gains tax hike to as high as 43.4% for wealthy Americans.The proposal would hike the capital gains rate to 39.6% for those earning $1 million or more, up from 20% currently, according to Bloomberg News, citing people familiar with the matter. Reuters and the New York Times later also reported similar stories.“We expect Congress will pass a scaled back version of this tax increase,” wrote Goldman Sachs economists in a note. “We expect Congress will settle on a more modest increase, potentially around 28%.”Week to date, the three major averages are all down about 1%.Intel shares dropped more than 5% after it issued second-quarter earnings guidance below analysts’ hopes. American Express fell over 4% after the credit card company reported quarterly revenue that was slightly short of forecasts.Snap shares, meanwhile, jumped 9% after it said it saw accelerating revenue growth and strong user numbers during the first quarter. Snap broke even on the bottom line while posting revenue of $770 million.Corporations have for the most part managed to beat Wall Street’s forecasts thus far into earnings season. Still, strong first-quarter results have been met with a more tepid response from investors, who have not, to date, snapped up shares of companies with some of the best results.Strategists say already-high valuations and near-record-high levels on the S&P 500 and Dow have kept traders’ enthusiasm in check. But indexes are within 1.5% of their all-time highs even after Thursday’s losses.Bitcoin plunged overnight, perhaps in part because of concerns about higher capital gains taxes, with the cryptocurrency last down about 8%, according to CoinMetrics. Other cryptocurrencies like Ethereum were also getting hit. So far, the sell-off there was not spilling over into other risk assets like equities.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"INTC":0.9,".IXIC":0.9,"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601067304,"gmtCreate":1638460465199,"gmtModify":1638460465270,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579525498777789","authorIdStr":"3579525498777789"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/601067304","repostId":"1100858196","repostType":4,"isVote":1,"tweetType":1,"viewCount":3499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370315078,"gmtCreate":1618551592194,"gmtModify":1634292127073,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579525498777789","authorIdStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/370315078","repostId":"2127865888","repostType":4,"repost":{"id":"2127865888","kind":"highlight","pubTimestamp":1618543026,"share":"https://www.laohunote.com/m/news/2127865888?lang=zh_CN&edition=full","pubTime":"2021-04-16 11:17","market":"us","language":"en","title":"Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路,分析师警告未来将面临“痛苦”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2127865888","media":"MarketWatch","summary":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent","content":"<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票,但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示,最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘,并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来,并重新确立其在芯片领域的主导地位,因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来,英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划,为其他公司生产芯片,但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险,还反映了他们在追求这一目标时可能会忍受的痛苦,包括资本支出、市场份额损失以及数据中心格局的变化,这将使行业减少对英特尔的依赖,”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心,由于疫情,个人电脑的需求被“大幅推高”,这最终可能导致平均水平回归。英特尔面临的问题是,均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助,但卡索预计该公司开设代工业务的计划将耗资巨大。“因此,我们认为秋季分析师日可能是一个负面催化剂,因为投资者会收到该投资的账单,”他写道。此外,他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说,我们根本看不到现在下注的理由,因为任何扭亏为盈都需要几年时间,而且许多周期性和英特尔特定问题可能会影响估计与此同时,”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司,包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四,他将评级从跑赢大盘上调至强力买入,这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价,认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月,AMD 股价下跌了 7%,英伟达股价上涨了 24%,英特尔股价上涨了 14%。在此期间,标普500上涨了 10%,而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Intel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路,分析师警告未来将面临“痛苦”</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\">\nIntel faces a costly and uncertain road back to glory, analyst warns of 'pain' ahead<blockquote>英特尔面临着一条昂贵且不确定的重返辉煌之路,分析师警告未来将面临“痛苦”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-16 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'</p><p><blockquote>Raymond James 看跌英特尔股票,但评级竞争对手芯片制造商英伟达“强力买入”</blockquote></p><p> Recent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.</p><p><blockquote>一位分析师周四表示,最近人们对英特尔公司新任首席执行官及其雄心勃勃的公司转型计划的热情忽略了与这家芯片制造商战略相关的风险和成本。</blockquote></p><p> Chris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.</p><p><blockquote>Raymond James 的克里斯·卡索 (Chris Caso) 将英特尔股票评级从大盘下调至跑输大盘,并写道英特尔<a href=\"https://laohu8.com/S/INTC\">$(国际)$</a>该公司试图从一系列失误中恢复过来,并重新确立其在芯片领域的主导地位,因此面临着昂贵且不确定的旅程。</blockquote></p><p> Intel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.</p><p><blockquote>自该公司宣布曾担任 VMware Inc. 首席执行官的帕特·基辛格 (Pat Gelsinger) 离职以来,英特尔股价上涨了 21%。<a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>将取代英特尔的头把交椅。基辛格最近为英特尔制定了扩大制造能力并开展代工业务的计划,为其他公司生产芯片,但卡索对成功的前景和成本感到担忧。</blockquote></p><p> \"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.</p><p><blockquote>“我们的表现不佳评级不仅反映了英特尔无法实现这一目标的风险,还反映了他们在追求这一目标时可能会忍受的痛苦,包括资本支出、市场份额损失以及数据中心格局的变化,这将使行业减少对英特尔的依赖,”他在给客户的一份报告中写道。</blockquote></p><p> Caso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"</p><p><blockquote>卡索担心,由于疫情,个人电脑的需求被“大幅推高”,这最终可能导致平均水平回归。英特尔面临的问题是,均值回归“可能不幸地发生在英特尔需要加大投资的时候”。</blockquote></p><p> Even though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.</p><p><blockquote>尽管英特尔可能会获得一些政府援助,但卡索预计该公司开设代工业务的计划将耗资巨大。“因此,我们认为秋季分析师日可能是一个负面催化剂,因为投资者会收到该投资的账单,”他写道。此外,他怀疑该公司是否拥有在该业务中有效竞争的技术。</blockquote></p><p> \"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.</p><p><blockquote>“对于比我们对扭亏为盈更有信心的投资者来说,我们根本看不到现在下注的理由,因为任何扭亏为盈都需要几年时间,而且许多周期性和英特尔特定问题可能会影响估计与此同时,”卡索写道。</blockquote></p><p> He's partial to other chip names, including Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"</p><p><blockquote>他偏爱其他芯片公司,包括英伟达公司。<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>周四,他将评级从跑赢大盘上调至强力买入,这表明他“对短期和长期都有信心”。卡索还发起了对先进微设备公司的报道。<a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>给予跑赢大盘评级和 100 美元目标价,认为该公司“相对于英特尔具有持久的技术优势”。</blockquote></p><p> AMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.</p><p><blockquote>过去三个月,AMD 股价下跌了 7%,英伟达股价上涨了 24%,英特尔股价上涨了 14%。在此期间,标普500上涨了 10%,而 PHLX 半导体指数上涨了 9%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intel-faces-a-costly-and-uncertain-road-back-to-glory-analyst-warns-of-pain-ahead-11618502833?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127865888","content_text":"Raymond James turns bearish on Intel shares, but calls rival chip maker Nvidia a 'strong buy'\nRecent enthusiasm for Intel Corp.'s new chief executive and his ambitious plans to transform the company overlooks the risks and costs associated with the chipmaker's strategy, an analyst argued Thursday.\nChris Caso of Raymond James downgraded Intel's stock to underperform from market perform, writing that Intel $(INTC)$ faces an expensive and uncertain journey as it tries to recover from a series of missteps and reassert its dominance in the chip landscape.\nIntel shares are up 21% since the company announced that Pat Gelsinger, who had been serving as chief executive of VMware Inc. $(VMW)$, would be taking over the top spot at Intel. Gelsinger recently laid out plans for Intel to expand its manufacturing capacity and launch a foundry business that would make chips for other companies, but Caso has concerns about the prospects for and cost of success.\n\"Our underperform rating reflects not just the risk that Intel won't reach that goal, but also the pain they will likely endure in pursuit of that goal in terms of capex, lost market share, and a shifting landscape in datacenter that will make the industry less dependent on Intel,\" he wrote in a note to clients.\nCaso worries that demand for personal computers has been \"significantly pulled forward\" due to the pandemic, which could eventually lead to a reversion to the mean. The problem for Intel is that the mean reversion \"may unfortunately occur just as Intel needs to ramp investment.\"\nEven though Intel could receive some government assistance, Caso expects that the company's plans to open a foundry business will be expensive. \"We therefore believe the fall analyst day could be a negative catalyst, as investors get the bill for that investment,\" he wrote. In addition, he's skeptical that the company has the technology to effectively compete in this business.\n\"For investors who have a higher confidence in a turnaround than we do, we simply don't see a reason to make that bet now since any turnaround would be several years away, with many cyclical and Intel-specific issues that could weigh on estimates in the meantime,\" Caso wrote.\nHe's partial to other chip names, including Nvidia Corp. $(NVDA)$, which he upgraded to strong buy from outperform Thursday in a sign of his \"conviction in both the short and long term.\" Caso also initiated coverage of Advanced Micro Devices Inc. $(AMD)$ with an outperform rating and $100 price target, arguing that the company has \"a durable technical advantage versus Intel.\"\nAMD shares have lost 7% over the past three months, as Nvidia shares have risen 24% and as Intel shares have increased 14%. The S&P 500 is up 10% in that span, while the PHLX Semiconductor Index has gained 9%.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344751829,"gmtCreate":1618445444861,"gmtModify":1634292927030,"author":{"id":"3579525498777789","authorId":"3579525498777789","name":"KaiKaiMinMin","avatar":"https://static.tigerbbs.com/53fbf4adb5b70e38aa5b055a501e5aa1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579525498777789","authorIdStr":"3579525498777789"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good 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23:16","market":"us","language":"en","title":"Buffett Signals Caution With Berkshire on Stock-Selling Streak<blockquote>巴菲特对伯克希尔哈撒韦公司连续抛售股票表示谨慎</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190184675","media":"Bloomberg","summary":"(Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire","content":"<p><div> (Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire investor extends a selling streak. Buffett’s Berkshire Hathaway Inc. was a net seller of equities ...</p><p><blockquote><div>(彭博社)——随着这位亿万富翁投资者延续抛售势头,沃伦·巴菲特对股市飙升表示警惕。巴菲特的伯克希尔哈撒韦公司是股票的净卖家……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Buffett Signals Caution With Berkshire on Stock-Selling Streak<blockquote>巴菲特对伯克希尔哈撒韦公司连续抛售股票表示谨慎</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\">\nBuffett Signals Caution With Berkshire on Stock-Selling Streak<blockquote>巴菲特对伯克希尔哈撒韦公司连续抛售股票表示谨慎</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-08 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire investor extends a selling streak. Buffett’s Berkshire Hathaway Inc. was a net seller of equities ...</p><p><blockquote><div>(彭博社)——随着这位亿万富翁投资者延续抛售势头,沃伦·巴菲特对股市飙升表示警惕。巴菲特的伯克希尔哈撒韦公司是股票的净卖家……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html\">Bloomberg</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":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://finance.yahoo.com/news/buffett-signals-caution-berkshire-stock-140819517.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190184675","content_text":"(Bloomberg) -- Warren Buffett is signaling wariness with the soaring stock market as the billionaire investor extends a selling streak.\nBuffett’s Berkshire Hathaway Inc. was a net seller of equities for the fourth straight quarter, a trend not seen in data going back to 2008. The company ended up selling almost $2 billion more in stocks than it purchased during the period, adding to a cash pile that climbed to a record $149.2 billion.\nThe selling streak indicates Buffett has struggled to find bargains with the stock market hitting all-time highs. A big, splashy acquisition also eluded the conglomerate, as the 91-year old and his investing deputies confronted a combination of sky-high price tags and fierce competition from the wave of special purpose acquisition companies.\n“The big issue here is that Berkshire was a net seller of stocks again this quarter,” Jim Shanahan, an analyst with Edward Jones, said in a telephone interview. “That’s the primary culprit” of the cash pile continuing to rise.\nBerkshire’s sales appear to have largely come from cutting holdings in banks, insurance and financial investments, according to its third-quarter regulatory filing released Saturday. Berkshire has been paring certain stocks in recent periods, spending the second quarter trimming its investment in General Motors Co. and pulling back on some of its pharmaceutical bets. The company is set to release its third-quarter stock tweaks later this month.\nWhile Buffett’s been a consistent net seller these past four quarters, those sales have been relatively small compared with the massive size of his stock portfolio. Over the past nine months, he’s sold almost $7 billion more of stocks than he’s bought, roughly 2.2% of the fair value of Berkshire’s stock portfolio at the end of September.\nBuffett warned investors in May that Berkshire might not have much luck striking deals as SPACs gripped the market -- though he also predicted the boom probably wouldn’t last. Compounding the challenge, his most recent big acquisition, the $37 billion deal for Precision Castparts five years ago, resulted in a writedown that Buffett laid squarely at his own door.\nBerkshire isn’t alone in extending a cash pile amid the pandemic. Amazon.com Inc., Google-parent Alphabet Inc. and American Airlines Group Inc. were among companies that amassed significant holdings during the health crisis in a step analysts have said would likely lead to some acquisitions.\nAnd the rising cash pile is better than the alternative in the eyes of investors including Cheviot Value Management’s Darren Pollock. Even though Buffett’s cash pile still increased to a record despite the $7.6 billion of buybacks in the third quarter, Pollock says it’s a good sign about the health of Berkshire.\n“We’re happy with it because the alternative is that cash isn’t growing as much and that means that Berkshire’s operating companies aren’t of as high quality as we thought,” said Pollock, whose Cheviot owns shares in Berkshire. “To see that the cash is rising, to see that he’s deploying so much in one avenue which happens to be buybacks -- it’s not acquisitions -- but it’s being spent in a productive way, it’s so much better than the alternative of seeing that cash stabilize or decline without other large acquisitions.”\nHere are some other key takeaways from Berkshire’s third-quarter earnings on Saturday:\nBerkshire Appetite\nBuffett has increasingly leaned on share buybacks as one way to deploy billions of dollars. He’s spent about $51 billion on stock buybacks since a policy tweak in 2018, outpacing the $31 billion used to purchase shares of Apple Inc., Berkshire’s largest stock bet.\nIn the third quarter, Berkshire bought back $7.6 billion of stock, surpassing the $6 billion of shares repurchased in the previous period.\nBNSF’s Record\nRecord profit at Berkshire’s railroad, BNSF, and strong earnings from its energy businesses helped raise operating profit by 18% at the conglomerate during the third quarter.\nThat also aided in offsetting a painful quarter for Berkshire’s insurers. Those businesses reported an underwriting loss that widened to $784 million amid heightened catastrophe costs and worsening claims trends at auto insurer Geico.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":4681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}