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2022-02-04

K

盘后大涨逾18%！亚马逊Q4净利润同比增长98%

2022-02-02

Hi

昨夜今晨：美股三连阳！美油创7年新高

2022-01-31

Nice

港股牛年收官：恒指全年跌21%，中国石油涨79%为表现最佳蓝筹

2021-11-22

Hi

Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>

2021-11-08

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抱歉，原内容已删除

2021-11-03

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Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>

2021-10-31

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-31

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2021-10-25

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2021-10-24

Hi

WISH Stock: What Momentum Investors Wish To See<blockquote>Wish Stock：投资者希望看到的动力</blockquote>

2021-10-21

Hi

Microsoft Earnings Are Coming. Why an Analyst Expects a ‘Masterpiece Quarter.’<blockquote>微软的收益即将到来。为什么分析师期待一个 “杰作季度”。</blockquote>

2021-10-20

Hi

抱歉，原内容已删除

2021-10-17

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2021-10-16

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2021-10-15

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Tesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.<blockquote>特斯拉是世界上最有价值的汽车股票。就连仇恨者也这么认为。</blockquote>

2021-10-15

Hi

Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</blockquote>

2021-10-15

Hi

Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</blockquote>

2021-10-05

Hi

抱歉，原内容已删除

2021-09-29

K

抱歉，原内容已删除

2021-09-28

K

Is GE Stock A Buy After Q2 Earnings Beat?<blockquote>第二季度盈利超出预期后，通用电气股票值得买入吗？</blockquote>

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06:33","market":"us","language":"zh","title":"盘后大涨逾18%！亚马逊Q4净利润同比增长98%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103202380","media":"老虎资讯综合","summary":"2月4日，亚马逊发布2021年第四季度及全年业绩。财报显示，第四季度营收1374亿美元，市场预期1375.53亿美元，去年同期1255.55亿美元；第四季度净利润143.23亿美元，市场预期19.26","content":"<html><head></head><body><p>2月4日，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>发布2021年第四季度及全年业绩。财报显示，第四季度营收1374亿美元，市场预期1375.53亿美元，去年同期1255.55亿美元；第四季度净利润143.23亿美元，市场预期19.26亿美元，去年同期72.22亿美元；第四季度每股收益27.75美元，市场预期3.55美元，去年同期14.09美元。</p><p><img src=\"https://static.tigerbbs.com/87a4933df0f8d6648a2fb161f1e93983\" tg-width=\"772\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>财报发布后，亚马逊盘后股价一度大涨逾18%。</p><p><img src=\"https://static.tigerbbs.com/ba8b6ef84dbeec1a5bd3ae6e90b59c98\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/></p><p><b>第四季度主要业绩：</b></p><p>在截至12月31日的这一财季，亚马逊的净利润为143.23亿美元，每股摊薄收益27.75美元，这一业绩好于上年同期。2020财年第四季度，亚马逊的净利润为72.22亿美元，每股摊薄收益14.09美元。</p><p>亚马逊第四季度运营利润为34.60亿美元，相比之下上年同期为68.73亿美元。</p><p>亚马逊第四季度净销售额为1374.12亿美元，与上年同期的1255.55亿美元相比增长9%。不计入汇率变动所带来的13亿美元的负面影响，亚马逊第四季度净销售额与上年同期相比增长10%。</p><p>亚马逊第四季度每股收益超出华尔街分析师预期，但营收略微不及预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经统计的数据显示，41名分析师此前平均预期亚马逊第四季度每股收益将达3.58美元，40名分析师平均预期亚马逊第四季度净销售额将达1375.6亿美元。</p><p><b>现金流数据：</b></p><p>在截至2021年12月31日的12个月时间里，亚马逊的运营现金流为463亿美元，比上年同期下降30%；在截至2020年12月31日的12个月时间里，亚马逊的运营现金流为661亿美元。</p><p>在截至2021年12月31日的12个月时间里，亚马逊的自由现金流为91亿美元，低于上年同期；在截至2020年12月31日的12个月时间里，亚马逊的自由现金流为310亿美元。</p><p>在扣除租约本金还款以后，亚马逊过去12个月时间里的自由现金流为流出204亿美元；在截至2020年12月31日的12个月时间里，亚马逊扣除前述项目以后的自由现金流为流入203亿美元。</p><p>在扣除融资租赁本金还款以及根据资本租约所获资产以后，亚马逊过去12个月时间里的自由现金流为流出143亿美元；相比之下，在截至2020年12月31日的12个月时间里，亚马逊扣除前述项目以后的自由现金流为流入214亿美元。</p><p><b>第四季度财务分析：</b></p><p>亚马逊第四季度产品净销售额为714.16亿美元，相比之下上年同期为710.56亿美元；服务净销售额为659.96亿美元，相比之下上年同期为544.99亿美元。</p><p>去年10月，亚该公司2021财年第四季度的净销售额将达1300亿美元到1400亿美元，同比增长4%到12%，其中包含了汇率变动预计将会带来的约60个基点的负面影响，其平均值为1350亿美元，不及分析师当时预期。亚马逊还在当时预计，2021财年第四季度运营利润将在零到30亿美元之间，相比之下2020年同期运营利润为69亿美元。</p><p>按照地域划分，亚马逊北美部门（美国、加拿大）第四季度净销售额为823.60亿美元，与上年同期的753.46亿美元相比增长9%；运营亏损为2.06亿美元，相比之下上年同期的运营利润为29.46亿美元。</p><p>亚马逊国际部门（英国、德国、法国、日本和中国）第四季度净销售额为372.72亿美元，与上年同期的374.67亿美元相比下降1%；运营亏损为16.27亿美元，相比之下全年上年同期的运营利润为3.63亿美元。</p><p>亚马逊第四季度来自于北美部门的销售额在总销售额中所占比例为60%，与上年同期相比持平；来自于国际部门的销售额在总销售额中所占比例为270%，低于上年同期的3%。</p><p>亚马逊AWS云服务第四季度净销售额为177.80亿美元，与上年同期的127.42亿美元相比增长40%；运营利润为52.93亿美元，相比之下上年同期为35.64亿美元。</p><p>来自于AWS云服务的销售额在总销售额中所占比例为13%，高于上年同期的10%。</p><p>按照服务和业务类型划分，亚马逊第二季度来自于在线商店的净销售额为660.75亿美元，与上年同期的664.51亿美元相比下降1%，不计入汇率变动的影响为同比增长1%；</p><p>来自于实体店的净销售额为46.88亿美元，与上年同期的40.22亿美元相比增长17%，不计入汇率变动的影响为同比增长16%；</p><p>来自于第三方卖家服务的净销售额为303.20亿美元，与上年同期的273.27亿美元相比增长11%，不计入汇率变动的影响为同比增长12%；</p><p>来自于订阅服务的净销售额为81.23亿美元，与上年同期的70.61亿美元相比增长15%，不计入汇率变动的影响为同比增长16%；</p><p>来自于广告服务的营收为97.16亿美元，与上年同期的73.50亿美元相比增长32%，不计入汇率变动的影响为同比增长33%；</p><p>来自于AWS云服务的净销售额为177.80亿美元，与上年同期的127.42亿美元相比增长40%，不计入汇率变动的影响同样为同比增长40%；</p><p>来自于其他业务的净销售额为7.10亿美元，与上年同期的6.02亿美元相比增长18%，不计入汇率变动的影响为同比增长19%。</p><p><b>2021财年主要业绩：</b></p><p>在整个2021财年，亚马逊的净销售额为4698亿美元，与2020财年的3861亿美元相比增长22%；不计入汇率变动所带来的38亿美元的正面影响，亚马逊2021财年净销售额同比增长21%。</p><p>亚马逊2021财年运营利润为249亿美元，相比之下2020财年为229亿美元。</p><p>亚马逊2021财年净利润为334亿美元，每股收益为64.81美元，相比之下2020财年净利润为213亿美元，每股收益为41.83美元。</p><p><b>业绩预期：</b></p><p>亚马逊预计2022财年第一季度净销售额将达1120亿美元到1170亿美元之间，同比增长3%到8%，其中包含了汇率变动预计将可带来的约150个基点的负面影响。</p><p>亚马逊还预计，2022财年第一季度运营利润将达30亿美元到60亿美元之间，相比之下2020财年同期的运营利润为89亿美元。</p><p>亚马逊对第一季度净销售额预期区间的中值为1145亿美元，不及分析师预期。据雅虎财经统计的数据显示，31名分析师此前平均预期亚马逊第一季度净销售额将达1201.1亿美元。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n盘后大涨逾18%！亚马逊Q4净利润同比增长98%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-04 06:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月4日，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>发布2021年第四季度及全年业绩。财报显示，第四季度营收1374亿美元，市场预期1375.53亿美元，去年同期1255.55亿美元；第四季度净利润143.23亿美元，市场预期19.26亿美元，去年同期72.22亿美元；第四季度每股收益27.75美元，市场预期3.55美元，去年同期14.09美元。</p><p><img src=\"https://static.tigerbbs.com/87a4933df0f8d6648a2fb161f1e93983\" tg-width=\"772\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>财报发布后，亚马逊盘后股价一度大涨逾18%。</p><p><img src=\"https://static.tigerbbs.com/ba8b6ef84dbeec1a5bd3ae6e90b59c98\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/></p><p><b>第四季度主要业绩：</b></p><p>在截至12月31日的这一财季，亚马逊的净利润为143.23亿美元，每股摊薄收益27.75美元，这一业绩好于上年同期。2020财年第四季度，亚马逊的净利润为72.22亿美元，每股摊薄收益14.09美元。</p><p>亚马逊第四季度运营利润为34.60亿美元，相比之下上年同期为68.73亿美元。</p><p>亚马逊第四季度净销售额为1374.12亿美元，与上年同期的1255.55亿美元相比增长9%。不计入汇率变动所带来的13亿美元的负面影响，亚马逊第四季度净销售额与上年同期相比增长10%。</p><p>亚马逊第四季度每股收益超出华尔街分析师预期，但营收略微不及预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经统计的数据显示，41名分析师此前平均预期亚马逊第四季度每股收益将达3.58美元，40名分析师平均预期亚马逊第四季度净销售额将达1375.6亿美元。</p><p><b>现金流数据：</b></p><p>在截至2021年12月31日的12个月时间里，亚马逊的运营现金流为463亿美元，比上年同期下降30%；在截至2020年12月31日的12个月时间里，亚马逊的运营现金流为661亿美元。</p><p>在截至2021年12月31日的12个月时间里，亚马逊的自由现金流为91亿美元，低于上年同期；在截至2020年12月31日的12个月时间里，亚马逊的自由现金流为310亿美元。</p><p>在扣除租约本金还款以后，亚马逊过去12个月时间里的自由现金流为流出204亿美元；在截至2020年12月31日的12个月时间里，亚马逊扣除前述项目以后的自由现金流为流入203亿美元。</p><p>在扣除融资租赁本金还款以及根据资本租约所获资产以后，亚马逊过去12个月时间里的自由现金流为流出143亿美元；相比之下，在截至2020年12月31日的12个月时间里，亚马逊扣除前述项目以后的自由现金流为流入214亿美元。</p><p><b>第四季度财务分析：</b></p><p>亚马逊第四季度产品净销售额为714.16亿美元，相比之下上年同期为710.56亿美元；服务净销售额为659.96亿美元，相比之下上年同期为544.99亿美元。</p><p>去年10月，亚该公司2021财年第四季度的净销售额将达1300亿美元到1400亿美元，同比增长4%到12%，其中包含了汇率变动预计将会带来的约60个基点的负面影响，其平均值为1350亿美元，不及分析师当时预期。亚马逊还在当时预计，2021财年第四季度运营利润将在零到30亿美元之间，相比之下2020年同期运营利润为69亿美元。</p><p>按照地域划分，亚马逊北美部门（美国、加拿大）第四季度净销售额为823.60亿美元，与上年同期的753.46亿美元相比增长9%；运营亏损为2.06亿美元，相比之下上年同期的运营利润为29.46亿美元。</p><p>亚马逊国际部门（英国、德国、法国、日本和中国）第四季度净销售额为372.72亿美元，与上年同期的374.67亿美元相比下降1%；运营亏损为16.27亿美元，相比之下全年上年同期的运营利润为3.63亿美元。</p><p>亚马逊第四季度来自于北美部门的销售额在总销售额中所占比例为60%，与上年同期相比持平；来自于国际部门的销售额在总销售额中所占比例为270%，低于上年同期的3%。</p><p>亚马逊AWS云服务第四季度净销售额为177.80亿美元，与上年同期的127.42亿美元相比增长40%；运营利润为52.93亿美元，相比之下上年同期为35.64亿美元。</p><p>来自于AWS云服务的销售额在总销售额中所占比例为13%，高于上年同期的10%。</p><p>按照服务和业务类型划分，亚马逊第二季度来自于在线商店的净销售额为660.75亿美元，与上年同期的664.51亿美元相比下降1%，不计入汇率变动的影响为同比增长1%；</p><p>来自于实体店的净销售额为46.88亿美元，与上年同期的40.22亿美元相比增长17%，不计入汇率变动的影响为同比增长16%；</p><p>来自于第三方卖家服务的净销售额为303.20亿美元，与上年同期的273.27亿美元相比增长11%，不计入汇率变动的影响为同比增长12%；</p><p>来自于订阅服务的净销售额为81.23亿美元，与上年同期的70.61亿美元相比增长15%，不计入汇率变动的影响为同比增长16%；</p><p>来自于广告服务的营收为97.16亿美元，与上年同期的73.50亿美元相比增长32%，不计入汇率变动的影响为同比增长33%；</p><p>来自于AWS云服务的净销售额为177.80亿美元，与上年同期的127.42亿美元相比增长40%，不计入汇率变动的影响同样为同比增长40%；</p><p>来自于其他业务的净销售额为7.10亿美元，与上年同期的6.02亿美元相比增长18%，不计入汇率变动的影响为同比增长19%。</p><p><b>2021财年主要业绩：</b></p><p>在整个2021财年，亚马逊的净销售额为4698亿美元，与2020财年的3861亿美元相比增长22%；不计入汇率变动所带来的38亿美元的正面影响，亚马逊2021财年净销售额同比增长21%。</p><p>亚马逊2021财年运营利润为249亿美元，相比之下2020财年为229亿美元。</p><p>亚马逊2021财年净利润为334亿美元，每股收益为64.81美元，相比之下2020财年净利润为213亿美元，每股收益为41.83美元。</p><p><b>业绩预期：</b></p><p>亚马逊预计2022财年第一季度净销售额将达1120亿美元到1170亿美元之间，同比增长3%到8%，其中包含了汇率变动预计将可带来的约150个基点的负面影响。</p><p>亚马逊还预计，2022财年第一季度运营利润将达30亿美元到60亿美元之间，相比之下2020财年同期的运营利润为89亿美元。</p><p>亚马逊对第一季度净销售额预期区间的中值为1145亿美元，不及分析师预期。据雅虎财经统计的数据显示，31名分析师此前平均预期亚马逊第一季度净销售额将达1201.1亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103202380","content_text":"2月4日，亚马逊发布2021年第四季度及全年业绩。财报显示，第四季度营收1374亿美元，市场预期1375.53亿美元，去年同期1255.55亿美元；第四季度净利润143.23亿美元，市场预期19.26亿美元，去年同期72.22亿美元；第四季度每股收益27.75美元，市场预期3.55美元，去年同期14.09美元。财报发布后，亚马逊盘后股价一度大涨逾18%。第四季度主要业绩：在截至12月31日的这一财季，亚马逊的净利润为143.23亿美元，每股摊薄收益27.75美元，这一业绩好于上年同期。2020财年第四季度，亚马逊的净利润为72.22亿美元，每股摊薄收益14.09美元。亚马逊第四季度运营利润为34.60亿美元，相比之下上年同期为68.73亿美元。亚马逊第四季度净销售额为1374.12亿美元，与上年同期的1255.55亿美元相比增长9%。不计入汇率变动所带来的13亿美元的负面影响，亚马逊第四季度净销售额与上年同期相比增长10%。亚马逊第四季度每股收益超出华尔街分析师预期，但营收略微不及预期。据雅虎财经统计的数据显示，41名分析师此前平均预期亚马逊第四季度每股收益将达3.58美元，40名分析师平均预期亚马逊第四季度净销售额将达1375.6亿美元。现金流数据：在截至2021年12月31日的12个月时间里，亚马逊的运营现金流为463亿美元，比上年同期下降30%；在截至2020年12月31日的12个月时间里，亚马逊的运营现金流为661亿美元。在截至2021年12月31日的12个月时间里，亚马逊的自由现金流为91亿美元，低于上年同期；在截至2020年12月31日的12个月时间里，亚马逊的自由现金流为310亿美元。在扣除租约本金还款以后，亚马逊过去12个月时间里的自由现金流为流出204亿美元；在截至2020年12月31日的12个月时间里，亚马逊扣除前述项目以后的自由现金流为流入203亿美元。在扣除融资租赁本金还款以及根据资本租约所获资产以后，亚马逊过去12个月时间里的自由现金流为流出143亿美元；相比之下，在截至2020年12月31日的12个月时间里，亚马逊扣除前述项目以后的自由现金流为流入214亿美元。第四季度财务分析：亚马逊第四季度产品净销售额为714.16亿美元，相比之下上年同期为710.56亿美元；服务净销售额为659.96亿美元，相比之下上年同期为544.99亿美元。去年10月，亚该公司2021财年第四季度的净销售额将达1300亿美元到1400亿美元，同比增长4%到12%，其中包含了汇率变动预计将会带来的约60个基点的负面影响，其平均值为1350亿美元，不及分析师当时预期。亚马逊还在当时预计，2021财年第四季度运营利润将在零到30亿美元之间，相比之下2020年同期运营利润为69亿美元。按照地域划分，亚马逊北美部门（美国、加拿大）第四季度净销售额为823.60亿美元，与上年同期的753.46亿美元相比增长9%；运营亏损为2.06亿美元，相比之下上年同期的运营利润为29.46亿美元。亚马逊国际部门（英国、德国、法国、日本和中国）第四季度净销售额为372.72亿美元，与上年同期的374.67亿美元相比下降1%；运营亏损为16.27亿美元，相比之下全年上年同期的运营利润为3.63亿美元。亚马逊第四季度来自于北美部门的销售额在总销售额中所占比例为60%，与上年同期相比持平；来自于国际部门的销售额在总销售额中所占比例为270%，低于上年同期的3%。亚马逊AWS云服务第四季度净销售额为177.80亿美元，与上年同期的127.42亿美元相比增长40%；运营利润为52.93亿美元，相比之下上年同期为35.64亿美元。来自于AWS云服务的销售额在总销售额中所占比例为13%，高于上年同期的10%。按照服务和业务类型划分，亚马逊第二季度来自于在线商店的净销售额为660.75亿美元，与上年同期的664.51亿美元相比下降1%，不计入汇率变动的影响为同比增长1%；来自于实体店的净销售额为46.88亿美元，与上年同期的40.22亿美元相比增长17%，不计入汇率变动的影响为同比增长16%；来自于第三方卖家服务的净销售额为303.20亿美元，与上年同期的273.27亿美元相比增长11%，不计入汇率变动的影响为同比增长12%；来自于订阅服务的净销售额为81.23亿美元，与上年同期的70.61亿美元相比增长15%，不计入汇率变动的影响为同比增长16%；来自于广告服务的营收为97.16亿美元，与上年同期的73.50亿美元相比增长32%，不计入汇率变动的影响为同比增长33%；来自于AWS云服务的净销售额为177.80亿美元，与上年同期的127.42亿美元相比增长40%，不计入汇率变动的影响同样为同比增长40%；来自于其他业务的净销售额为7.10亿美元，与上年同期的6.02亿美元相比增长18%，不计入汇率变动的影响为同比增长19%。2021财年主要业绩：在整个2021财年，亚马逊的净销售额为4698亿美元，与2020财年的3861亿美元相比增长22%；不计入汇率变动所带来的38亿美元的正面影响，亚马逊2021财年净销售额同比增长21%。亚马逊2021财年运营利润为249亿美元，相比之下2020财年为229亿美元。亚马逊2021财年净利润为334亿美元，每股收益为64.81美元，相比之下2020财年净利润为213亿美元，每股收益为41.83美元。业绩预期：亚马逊预计2022财年第一季度净销售额将达1120亿美元到1170亿美元之间，同比增长3%到8%，其中包含了汇率变动预计将可带来的约150个基点的负面影响。亚马逊还预计，2022财年第一季度运营利润将达30亿美元到60亿美元之间，相比之下2020财年同期的运营利润为89亿美元。亚马逊对第一季度净销售额预期区间的中值为1145亿美元，不及分析师预期。据雅虎财经统计的数据显示，31名分析师此前平均预期亚马逊第一季度净销售额将达1201.1亿美元。","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633316883,"gmtCreate":1643761122353,"gmtModify":1643761354679,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633316883","repostId":"1187576728","repostType":4,"repost":{"id":"1187576728","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643759354,"share":"https://www.laohunote.com/m/news/1187576728?lang=zh_CN&edition=full","pubTime":"2022-02-02 07:49","market":"us","language":"zh","title":"昨夜今晨：美股三连阳！美油创7年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1187576728","media":"老虎资讯综合","summary":"摘要：道指收涨0.78%，三大指数均录三连阳；②美国WTI原油收高1美分，创2014年10月来最高收盘价；③谷歌Q4财报全面超预期，宣布20比1拆股后飙升超8%。海外市场1、美股收盘：走出糟糕1月 三","content":"<html><head></head><body><blockquote>摘要：道指收涨0.78%，三大指数均录三连阳；②美国WTI原油收高1美分，创2014年10月来最高收盘价；③<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Q4财报全面超预期，宣布20比1拆股后飙升超8%。</blockquote><p>海外市场</p><p>1、美股收盘：走出糟糕1月 三大指数持续反弹录得三连阳</p><p>美国股市三大指数均连续第三天上涨，在经历了疯狂的一月之后重新站稳脚跟。截至收盘，道琼斯指数涨0.78%，报35,405.24点；标普500指数涨0.69%，报4,546.54点；纳斯达克综合指数涨0.75%，报14,346.00点。</p><p>2、热门中概股大多走高 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超11% 新能源汽车股普涨</p><p>热门中概股周二收盘大多走高，爱奇艺涨超11%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>、<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>、<a href=\"https://laohu8.com/S/VIOT\">云米科技</a>涨超10%，新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超1%。</p><p>3、欧股周二全线收涨 法国CAC40指数涨1.43%</p><p>德国DAX30指数涨0.94%，法国CAC40指数涨1.43%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.95%，西班牙IBEX35指数涨1.29%，意大利富时MIB指数涨1.48%，欧洲斯托克50指数涨1.19%。</p><p>4、周二美国WTI原油收高1美分 创2014年10月来最高收盘价</p><p>纽约商品交易所3月交割的西德克萨斯中质原油(WTI)期货价格小幅上涨1美分，涨幅不到0.1%，收于每桶88.20美元，创2014年10月7日以来近月合约的最高结算价。</p><p>5、黄金期货周二收高0.3% 站上1800美元</p><p>纽约商品交易所4月交割的黄金期货价格上涨5.10美元，涨幅为0.3%，收于每盎司1801.50美元，创1月26日以来最活跃合约的最高收盘价。周一该期货上涨0.6%。</p><p>国际宏观</p><p>1、普京：美国和北约对俄安全保障建议的回复无视俄方原则性关切</p><p>据俄罗斯媒体报道，普京当天在莫斯科会见到访的匈牙利总理欧尔班后举行的记者会上表示，俄方正认真分析美国和北约对俄安全保障建议的书面答复。“现在已经明确的是，俄方的原则性关切被无视了。”</p><p>2、白宫提前警告：1月非农就业数据可能相当“难看” 都怪奥密克戎</p><p>本周五将公布今年1月美国非农就业报告，拜登政府已经提前放出风声，试图降低外界对这份重磅就业报告的期望值。</p><p>3、美国12月职位空缺意外增加！空缺数较失业人数高460万创纪录</p><p>美国劳工部周二发布的职位空缺及劳动力流动调查(JOLTS)显示，美国12月JOLTS职位空缺1092.5万人，该数据高于市场预期的1030万人，略低于7月1110万的历史高点。11月数据由1056.2万上修为1077.5万。</p><p>4、美国制造业指数连续第三个月下滑 降至14个月来最低水平</p><p>周二公布的数据显示，供应管理协会(IMS)的工厂活动指数跌至57.6，为连续第三个月下降，目前为2020年11月以来的最低水平，前月为58.8。不过，高于50表明制造业仍在扩张。</p><p>5、世卫组织：许多国家尚未经历奥密克戎毒株导致的疫情高峰</p><p>世卫组织举行新冠肺炎疫情例行发布会。世卫组织卫生紧急项目技术主管玛丽亚·范·科霍夫表示，许多国家尚未经历奥密克戎毒株导致的疫情高峰。许多国家的疫苗接种率很低，现在不宜立刻取消所有防疫限制措施。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1143429155\" target=\"_blank\">谷歌Q4财报全面超预期，宣布20比1拆股后飙升超8%</a></p><p>去年四季度谷歌母公司营收大涨32%，EPS增近38%，运营利润增近40%，云收入增近45%且运营亏损同比收窄三成，均超预期，但YouTube广告收入略逊、创新业务收入缩小且运营亏损扩大近三成。公司打算在7月中旬以一次性特别股息方式20比1拆股，盘后涨超7%，股价上逼3000美元接近新高。</p><p>2、<a href=\"https://ttm.financial/NW/2208355349\" target=\"_blank\">自动驾驶系统存在缺陷 NHTSA要求特斯拉召回5.4万辆在美汽车</a></p><p>特斯拉公司应美国国家公路交通安全管理局(NHTSA)要求，召回53,822辆位于美国地区的汽车。NHTSA表示，此次召回范围包括部分2016-2022年的Model S和Model X、2017-2022年的Model 3以及2020-2022年的Model Y。</p><p>3、<a href=\"https://ttm.financial/NW/2208567353\" target=\"_blank\">传福特计划将电动汽车业务投资增加至多200亿美元并进行重组</a></p><p>据媒体周二报道，<a href=\"https://laohu8.com/S/F\">福特汽车</a>计划加速其电动汽车的部署，这项由前<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和特斯拉高管Doug Field领导的改革呼吁福特在未来5-10年内额外花费100亿到200亿美元，并将全球工厂从生产汽油动力汽车转变为电动汽车生产。</p><p>4、<a href=\"https://ttm.financial/NW/2208985359\" target=\"_blank\">AMD第四季度营收48亿美元 净利润同比下降45%</a></p><p>AMD第四季度营收为48.26亿美元，与上年同期的32.44亿美元相比增长49%，与上一季度的43.13亿美元相比增长12%；净利润为9.74亿美元，与上年同期的17.81亿美元相比下降45%。</p><p>5、<a href=\"https://ttm.financial/NW/2208359914\" target=\"_blank\">PayPal第四季度营收69亿美元 净利润同比下降49%</a></p><p>支付服务提供商PayPal今天公布了该公司的2021财年第四季度及全年财报。PayPal第四季度净营收为69.18亿美元，与上年同期的61.16亿美元相比增长13%，不计入汇率变动的影响同样为同比增长13%；净利润为8.01亿美元，与上年同期的15.67亿美元相比下降49%。</p><p>6、<a href=\"https://ttm.financial/NW/2208351273\" target=\"_blank\">能源价格全面飙升推动下 埃克森美孚Q4营收同比大涨逾82%</a></p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>巨头埃克森美孚周二公布了其2021年第四季度财报，得益于强劲的能源价格，其营收飙升至849.65亿美元，上年同期为465.4亿美元，同比增长82.6%；净利润为88.7亿美元，为七年来最大，上年同期净亏损200.7亿美元。该公司股价盘中大涨逾5%，接近八年高点。</p><p>市场观点</p><p>1、桥水：人们低估了美联储紧缩力度 市场面临重大风险</p><p>周二，全球头号对冲基金桥水Bridgewater Associates在其2022年经济展望中表示，投资者可能低估了美联储和其他央行&#34;积极&#34;收紧货币政策以对抗通胀的必要性，这将给市场带来&#34;重大风险&#34;。</p><p>2、美联储哈克：今年加息四次可能是合适的 若通胀飙升或采取更积极行动</p><p>费城联储主席帕特里克-哈克(Patrick Harker)周二表示，如果供应链问题等导致通胀上升的因素没有得到缓解，美联储今年可能会加息四次，并采取更积极的行动。</p></body></html>","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>昨夜今晨：美股三连阳！美油创7年新高</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n昨夜今晨：美股三连阳！美油创7年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-02 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：道指收涨0.78%，三大指数均录三连阳；②美国WTI原油收高1美分，创2014年10月来最高收盘价；③<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Q4财报全面超预期，宣布20比1拆股后飙升超8%。</blockquote><p>海外市场</p><p>1、美股收盘：走出糟糕1月 三大指数持续反弹录得三连阳</p><p>美国股市三大指数均连续第三天上涨，在经历了疯狂的一月之后重新站稳脚跟。截至收盘，道琼斯指数涨0.78%，报35,405.24点；标普500指数涨0.69%，报4,546.54点；纳斯达克综合指数涨0.75%，报14,346.00点。</p><p>2、热门中概股大多走高 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超11% 新能源汽车股普涨</p><p>热门中概股周二收盘大多走高，爱奇艺涨超11%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>、<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>、<a href=\"https://laohu8.com/S/VIOT\">云米科技</a>涨超10%，新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超1%。</p><p>3、欧股周二全线收涨 法国CAC40指数涨1.43%</p><p>德国DAX30指数涨0.94%，法国CAC40指数涨1.43%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.95%，西班牙IBEX35指数涨1.29%，意大利富时MIB指数涨1.48%，欧洲斯托克50指数涨1.19%。</p><p>4、周二美国WTI原油收高1美分 创2014年10月来最高收盘价</p><p>纽约商品交易所3月交割的西德克萨斯中质原油(WTI)期货价格小幅上涨1美分，涨幅不到0.1%，收于每桶88.20美元，创2014年10月7日以来近月合约的最高结算价。</p><p>5、黄金期货周二收高0.3% 站上1800美元</p><p>纽约商品交易所4月交割的黄金期货价格上涨5.10美元，涨幅为0.3%，收于每盎司1801.50美元，创1月26日以来最活跃合约的最高收盘价。周一该期货上涨0.6%。</p><p>国际宏观</p><p>1、普京：美国和北约对俄安全保障建议的回复无视俄方原则性关切</p><p>据俄罗斯媒体报道，普京当天在莫斯科会见到访的匈牙利总理欧尔班后举行的记者会上表示，俄方正认真分析美国和北约对俄安全保障建议的书面答复。“现在已经明确的是，俄方的原则性关切被无视了。”</p><p>2、白宫提前警告：1月非农就业数据可能相当“难看” 都怪奥密克戎</p><p>本周五将公布今年1月美国非农就业报告，拜登政府已经提前放出风声，试图降低外界对这份重磅就业报告的期望值。</p><p>3、美国12月职位空缺意外增加！空缺数较失业人数高460万创纪录</p><p>美国劳工部周二发布的职位空缺及劳动力流动调查(JOLTS)显示，美国12月JOLTS职位空缺1092.5万人，该数据高于市场预期的1030万人，略低于7月1110万的历史高点。11月数据由1056.2万上修为1077.5万。</p><p>4、美国制造业指数连续第三个月下滑 降至14个月来最低水平</p><p>周二公布的数据显示，供应管理协会(IMS)的工厂活动指数跌至57.6，为连续第三个月下降，目前为2020年11月以来的最低水平，前月为58.8。不过，高于50表明制造业仍在扩张。</p><p>5、世卫组织：许多国家尚未经历奥密克戎毒株导致的疫情高峰</p><p>世卫组织举行新冠肺炎疫情例行发布会。世卫组织卫生紧急项目技术主管玛丽亚·范·科霍夫表示，许多国家尚未经历奥密克戎毒株导致的疫情高峰。许多国家的疫苗接种率很低，现在不宜立刻取消所有防疫限制措施。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1143429155\" target=\"_blank\">谷歌Q4财报全面超预期，宣布20比1拆股后飙升超8%</a></p><p>去年四季度谷歌母公司营收大涨32%，EPS增近38%，运营利润增近40%，云收入增近45%且运营亏损同比收窄三成，均超预期，但YouTube广告收入略逊、创新业务收入缩小且运营亏损扩大近三成。公司打算在7月中旬以一次性特别股息方式20比1拆股，盘后涨超7%，股价上逼3000美元接近新高。</p><p>2、<a href=\"https://ttm.financial/NW/2208355349\" target=\"_blank\">自动驾驶系统存在缺陷 NHTSA要求特斯拉召回5.4万辆在美汽车</a></p><p>特斯拉公司应美国国家公路交通安全管理局(NHTSA)要求，召回53,822辆位于美国地区的汽车。NHTSA表示，此次召回范围包括部分2016-2022年的Model S和Model X、2017-2022年的Model 3以及2020-2022年的Model Y。</p><p>3、<a href=\"https://ttm.financial/NW/2208567353\" target=\"_blank\">传福特计划将电动汽车业务投资增加至多200亿美元并进行重组</a></p><p>据媒体周二报道，<a href=\"https://laohu8.com/S/F\">福特汽车</a>计划加速其电动汽车的部署，这项由前<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和特斯拉高管Doug Field领导的改革呼吁福特在未来5-10年内额外花费100亿到200亿美元，并将全球工厂从生产汽油动力汽车转变为电动汽车生产。</p><p>4、<a href=\"https://ttm.financial/NW/2208985359\" target=\"_blank\">AMD第四季度营收48亿美元 净利润同比下降45%</a></p><p>AMD第四季度营收为48.26亿美元，与上年同期的32.44亿美元相比增长49%，与上一季度的43.13亿美元相比增长12%；净利润为9.74亿美元，与上年同期的17.81亿美元相比下降45%。</p><p>5、<a href=\"https://ttm.financial/NW/2208359914\" target=\"_blank\">PayPal第四季度营收69亿美元 净利润同比下降49%</a></p><p>支付服务提供商PayPal今天公布了该公司的2021财年第四季度及全年财报。PayPal第四季度净营收为69.18亿美元，与上年同期的61.16亿美元相比增长13%，不计入汇率变动的影响同样为同比增长13%；净利润为8.01亿美元，与上年同期的15.67亿美元相比下降49%。</p><p>6、<a href=\"https://ttm.financial/NW/2208351273\" target=\"_blank\">能源价格全面飙升推动下 埃克森美孚Q4营收同比大涨逾82%</a></p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>巨头埃克森美孚周二公布了其2021年第四季度财报，得益于强劲的能源价格，其营收飙升至849.65亿美元，上年同期为465.4亿美元，同比增长82.6%；净利润为88.7亿美元，为七年来最大，上年同期净亏损200.7亿美元。该公司股价盘中大涨逾5%，接近八年高点。</p><p>市场观点</p><p>1、桥水：人们低估了美联储紧缩力度 市场面临重大风险</p><p>周二，全球头号对冲基金桥水Bridgewater Associates在其2022年经济展望中表示，投资者可能低估了美联储和其他央行&#34;积极&#34;收紧货币政策以对抗通胀的必要性，这将给市场带来&#34;重大风险&#34;。</p><p>2、美联储哈克：今年加息四次可能是合适的 若通胀飙升或采取更积极行动</p><p>费城联储主席帕特里克-哈克(Patrick Harker)周二表示，如果供应链问题等导致通胀上升的因素没有得到缓解，美联储今年可能会加息四次，并采取更积极的行动。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187576728","content_text":"摘要：道指收涨0.78%，三大指数均录三连阳；②美国WTI原油收高1美分，创2014年10月来最高收盘价；③谷歌Q4财报全面超预期，宣布20比1拆股后飙升超8%。海外市场1、美股收盘：走出糟糕1月 三大指数持续反弹录得三连阳美国股市三大指数均连续第三天上涨，在经历了疯狂的一月之后重新站稳脚跟。截至收盘，道琼斯指数涨0.78%，报35,405.24点；标普500指数涨0.69%，报4,546.54点；纳斯达克综合指数涨0.75%，报14,346.00点。2、热门中概股大多走高 爱奇艺涨超11% 新能源汽车股普涨热门中概股周二收盘大多走高，爱奇艺涨超11%，趣头条、普普文化、云米科技涨超10%，新能源汽车股中，理想汽车涨超4%，小鹏汽车涨超3%，蔚来汽车涨超1%。3、欧股周二全线收涨 法国CAC40指数涨1.43%德国DAX30指数涨0.94%，法国CAC40指数涨1.43%，英国富时100指数涨0.95%，西班牙IBEX35指数涨1.29%，意大利富时MIB指数涨1.48%，欧洲斯托克50指数涨1.19%。4、周二美国WTI原油收高1美分 创2014年10月来最高收盘价纽约商品交易所3月交割的西德克萨斯中质原油(WTI)期货价格小幅上涨1美分，涨幅不到0.1%，收于每桶88.20美元，创2014年10月7日以来近月合约的最高结算价。5、黄金期货周二收高0.3% 站上1800美元纽约商品交易所4月交割的黄金期货价格上涨5.10美元，涨幅为0.3%，收于每盎司1801.50美元，创1月26日以来最活跃合约的最高收盘价。周一该期货上涨0.6%。国际宏观1、普京：美国和北约对俄安全保障建议的回复无视俄方原则性关切据俄罗斯媒体报道，普京当天在莫斯科会见到访的匈牙利总理欧尔班后举行的记者会上表示，俄方正认真分析美国和北约对俄安全保障建议的书面答复。“现在已经明确的是，俄方的原则性关切被无视了。”2、白宫提前警告：1月非农就业数据可能相当“难看” 都怪奥密克戎本周五将公布今年1月美国非农就业报告，拜登政府已经提前放出风声，试图降低外界对这份重磅就业报告的期望值。3、美国12月职位空缺意外增加！空缺数较失业人数高460万创纪录美国劳工部周二发布的职位空缺及劳动力流动调查(JOLTS)显示，美国12月JOLTS职位空缺1092.5万人，该数据高于市场预期的1030万人，略低于7月1110万的历史高点。11月数据由1056.2万上修为1077.5万。4、美国制造业指数连续第三个月下滑 降至14个月来最低水平周二公布的数据显示，供应管理协会(IMS)的工厂活动指数跌至57.6，为连续第三个月下降，目前为2020年11月以来的最低水平，前月为58.8。不过，高于50表明制造业仍在扩张。5、世卫组织：许多国家尚未经历奥密克戎毒株导致的疫情高峰世卫组织举行新冠肺炎疫情例行发布会。世卫组织卫生紧急项目技术主管玛丽亚·范·科霍夫表示，许多国家尚未经历奥密克戎毒株导致的疫情高峰。许多国家的疫苗接种率很低，现在不宜立刻取消所有防疫限制措施。公司新闻1、谷歌Q4财报全面超预期，宣布20比1拆股后飙升超8%去年四季度谷歌母公司营收大涨32%，EPS增近38%，运营利润增近40%，云收入增近45%且运营亏损同比收窄三成，均超预期，但YouTube广告收入略逊、创新业务收入缩小且运营亏损扩大近三成。公司打算在7月中旬以一次性特别股息方式20比1拆股，盘后涨超7%，股价上逼3000美元接近新高。2、自动驾驶系统存在缺陷 NHTSA要求特斯拉召回5.4万辆在美汽车特斯拉公司应美国国家公路交通安全管理局(NHTSA)要求，召回53,822辆位于美国地区的汽车。NHTSA表示，此次召回范围包括部分2016-2022年的Model S和Model X、2017-2022年的Model 3以及2020-2022年的Model Y。3、传福特计划将电动汽车业务投资增加至多200亿美元并进行重组据媒体周二报道，福特汽车计划加速其电动汽车的部署，这项由前苹果和特斯拉高管Doug Field领导的改革呼吁福特在未来5-10年内额外花费100亿到200亿美元，并将全球工厂从生产汽油动力汽车转变为电动汽车生产。4、AMD第四季度营收48亿美元 净利润同比下降45%AMD第四季度营收为48.26亿美元，与上年同期的32.44亿美元相比增长49%，与上一季度的43.13亿美元相比增长12%；净利润为9.74亿美元，与上年同期的17.81亿美元相比下降45%。5、PayPal第四季度营收69亿美元 净利润同比下降49%支付服务提供商PayPal今天公布了该公司的2021财年第四季度及全年财报。PayPal第四季度净营收为69.18亿美元，与上年同期的61.16亿美元相比增长13%，不计入汇率变动的影响同样为同比增长13%；净利润为8.01亿美元，与上年同期的15.67亿美元相比下降49%。6、能源价格全面飙升推动下 埃克森美孚Q4营收同比大涨逾82%美国能源巨头埃克森美孚周二公布了其2021年第四季度财报，得益于强劲的能源价格，其营收飙升至849.65亿美元，上年同期为465.4亿美元，同比增长82.6%；净利润为88.7亿美元，为七年来最大，上年同期净亏损200.7亿美元。该公司股价盘中大涨逾5%，接近八年高点。市场观点1、桥水：人们低估了美联储紧缩力度 市场面临重大风险周二，全球头号对冲基金桥水Bridgewater Associates在其2022年经济展望中表示，投资者可能低估了美联储和其他央行\"积极\"收紧货币政策以对抗通胀的必要性，这将给市场带来\"重大风险\"。2、美联储哈克：今年加息四次可能是合适的 若通胀飙升或采取更积极行动费城联储主席帕特里克-哈克(Patrick Harker)周二表示，如果供应链问题等导致通胀上升的因素没有得到缓解，美联储今年可能会加息四次，并采取更积极的行动。","news_type":1,"symbols_score_info":{".DJI":0,".SPX":0,".IXIC":0}},"isVote":1,"tweetType":1,"viewCount":3326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633040918,"gmtCreate":1643612203663,"gmtModify":1643612203798,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633040918","repostId":"1189896486","repostType":4,"repost":{"id":"1189896486","kind":"news","pubTimestamp":1643602160,"share":"https://www.laohunote.com/m/news/1189896486?lang=zh_CN&edition=full","pubTime":"2022-01-31 12:09","market":"sh","language":"zh","title":"港股牛年收官：恒指全年跌21%，中国石油涨79%为表现最佳蓝筹","url":"https://stock-news.laohu8.com/highlight/detail?id=1189896486","media":"新浪财经","summary":"1月31日消息，港股迎来牛年最后交易日，明日为中国农历新年，迎来虎年。截至今日收盘，港股涨1.07%，报23802.26点。港股在牛年（2021年2月12日至2022年1月31日）全年跌21%，从猪年","content":"<html><head></head><body><p>1月31日消息，港股迎来牛年最后交易日，明日为中国农历新年，迎来虎年。截至今日收盘，港股涨1.07%，报23802.26点。港股在牛年（2021年2月12日至2022年1月31日）全年跌21%，从猪年年收盘位的30173.57点涨至牛年初最高31183.36点，随后一路下跌，最低跌破23000点。恒生科技指数惨遭腰斩，从年初的11000多点跌至目前的5419.89点。港股牛年，中国石油涨幅高达79%，为表现最佳蓝筹，海底捞跌幅近80%，为表现最差蓝筹。</p><p>牛年全年（截至港股收官前一天）来看，（本文以下数据范围：从猪年除夕收盘价至2022年1月30日收盘价），全球主要股指具体表现如下：恒生指数全年跌21.6%，恒生科技指数跌48%，创业板指、深指跌幅分别为14.8%和16.5%，沪指跌8%，纳斯达克指数也跌1.4%，法国股指大涨22.8%领涨主要股指表现，标普500涨13.4%，道指涨10.5%。<img src=\"https://static.tigerbbs.com/31c53ec3f0a2d7ee9bd6987989fb23eb\" tg-width=\"481\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/>牛年全年来看，港股表现最好的蓝筹是中国石油，牛年涨幅高达72.4%，李嘉诚旗下公司涨幅居前，长实集团涨38.7%，电能实业涨29.9%，长江基建集团涨21.1%。<img src=\"https://static.tigerbbs.com/bdb69cb8a702f8c57a681d2352327695\" tg-width=\"481\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>牛年表现最差蓝筹来看，海底捞重挫80%领跌蓝筹，阿里健康重挫78%，阿里、美团股价腰斩，小米跌超40%，腾讯跌37.6%。</p><p><img src=\"https://static.tigerbbs.com/5aa81475b8572eaecb8f702ce700d81e\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>港股通个股来看，牛年涨幅最好的是具有钢铁概念的山东墨龙，涨幅超3倍，国货之光的特步国际涨幅286%，煤炭概念的兖煤能源也涨2倍以及绿电概念股涨幅居前，中广核新能源、华润电力、中国电力等涨幅翻倍，航运概念的中远海控、太平洋航运涨幅翻倍，氢概念的京城机电涨120%。</p><p><img src=\"https://static.tigerbbs.com/e80f198e722ab836714673de6ebf5d66\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>港股通个股跌幅前20来看，深陷资金链危机的中国恒大跌幅89.6%领跌，恒大物业跌86%；双减新规下的教育股跌幅居前，思考乐教育跌89%，光正教育跌85%，新东方在线跌84%，天立教育跌81%；B类医药股遭资金抛售，心通医疗跌83%，药明巨诺跌78%，在线医疗的阿里健康、平安好医生重挫；餐饮股重挫，海底捞、呷哺呷哺跌超80%，颐海国际跌78%；内房偿债压力下，除了恒大，祥生控股跌81%，中国奥园跌77%；快手则是互联网公司中唯一一个跌幅超过70%的。</p><p><img src=\"https://static.tigerbbs.com/73149fc69f80b1d6ad8b107462456e13\" tg-width=\"550\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>港股春节期间股市安排：正月初四开市</p><p>根据沪港深三地交易安排，1月31日（星期一）至2月6日（星期日）A股休市，2月7日（星期一）起照常开市。1月31日港股半日市，下午起休市三天半，2月4日（正月初四，星期五）港股开市一天，2月5号（星期六）、2月6号（星期日）为周末港股休市。</p><p>此外，据沪深交易所，1月27日（星期四）至2月6日（星期日）不提供港股通服务，2月7日（星期一）起照常开通港股通服务。根据港交所安排，27日、28日北向正常交易，南向关闭，2月7日起北向、南向正常交易。</p><p><img src=\"https://static.tigerbbs.com/52b7fc77593e4d3455cd5d005608feea\" tg-width=\"509\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>机构展望2022年：港股有望底部重生</p><p>兴证策略张忆东表示，中国港股2022年对于美股的动荡将逐步脱敏，有望迎来海外资金从其他新兴市场回归，维持2022年“港股反弹小牛市”的判断。港股作为“全球估值洼地”，基于中国稳经济的货币政策、财政政策发力以及中国房地产、互联网等产业政策环境边际改善，2022年港股将迎来内资和外资增持意愿的双重提升。</p><p>中金策略认为，考虑到有利的政策环境和较低的估值水平，2022年港股市场可能是均值回归的一年。随着国内利好政策年初进一步发力，尤其是短期不确定性逐步消退后，我们对海外中资股前景依然保持积极，有望吸引更多资金流入。从技术角度来看，卖空成交比率攀升至历史相对高位，表明市场情绪也已经释放到一个较高位置，这往往是短期市场的底部信号。</p><p><img src=\"https://static.tigerbbs.com/c2f253d358375fec615fc2d110f928fc\" tg-width=\"550\" tg-height=\"1009\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"XLCJ","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>港股牛年收官：恒指全年跌21%，中国石油涨79%为表现最佳蓝筹</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n港股牛年收官：恒指全年跌21%，中国石油涨79%为表现最佳蓝筹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 12:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月31日消息，港股迎来牛年最后交易日，明日为中国农历新年，迎来虎年。截至今日收盘，港股涨1.07%，报23802.26点。港股在牛年（2021年2月12日至2022年1月31日）全年跌21%，从猪年年收盘位的30173.57点涨至牛年初最高31183.36点，随后一路下跌，最低跌破23000点。恒生科技指数惨遭腰斩，从年初的11000多点跌至目前的5419.89点。港股牛年，中国石油涨幅高达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSI":"恒生指数","HSCEI":"国企指数","HSCCI":"红筹指数","HSTECH":"恒生科技指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189896486","content_text":"1月31日消息，港股迎来牛年最后交易日，明日为中国农历新年，迎来虎年。截至今日收盘，港股涨1.07%，报23802.26点。港股在牛年（2021年2月12日至2022年1月31日）全年跌21%，从猪年年收盘位的30173.57点涨至牛年初最高31183.36点，随后一路下跌，最低跌破23000点。恒生科技指数惨遭腰斩，从年初的11000多点跌至目前的5419.89点。港股牛年，中国石油涨幅高达79%，为表现最佳蓝筹，海底捞跌幅近80%，为表现最差蓝筹。牛年全年（截至港股收官前一天）来看，（本文以下数据范围：从猪年除夕收盘价至2022年1月30日收盘价），全球主要股指具体表现如下：恒生指数全年跌21.6%，恒生科技指数跌48%，创业板指、深指跌幅分别为14.8%和16.5%，沪指跌8%，纳斯达克指数也跌1.4%，法国股指大涨22.8%领涨主要股指表现，标普500涨13.4%，道指涨10.5%。牛年全年来看，港股表现最好的蓝筹是中国石油，牛年涨幅高达72.4%，李嘉诚旗下公司涨幅居前，长实集团涨38.7%，电能实业涨29.9%，长江基建集团涨21.1%。牛年表现最差蓝筹来看，海底捞重挫80%领跌蓝筹，阿里健康重挫78%，阿里、美团股价腰斩，小米跌超40%，腾讯跌37.6%。港股通个股来看，牛年涨幅最好的是具有钢铁概念的山东墨龙，涨幅超3倍，国货之光的特步国际涨幅286%，煤炭概念的兖煤能源也涨2倍以及绿电概念股涨幅居前，中广核新能源、华润电力、中国电力等涨幅翻倍，航运概念的中远海控、太平洋航运涨幅翻倍，氢概念的京城机电涨120%。港股通个股跌幅前20来看，深陷资金链危机的中国恒大跌幅89.6%领跌，恒大物业跌86%；双减新规下的教育股跌幅居前，思考乐教育跌89%，光正教育跌85%，新东方在线跌84%，天立教育跌81%；B类医药股遭资金抛售，心通医疗跌83%，药明巨诺跌78%，在线医疗的阿里健康、平安好医生重挫；餐饮股重挫，海底捞、呷哺呷哺跌超80%，颐海国际跌78%；内房偿债压力下，除了恒大，祥生控股跌81%，中国奥园跌77%；快手则是互联网公司中唯一一个跌幅超过70%的。港股春节期间股市安排：正月初四开市根据沪港深三地交易安排，1月31日（星期一）至2月6日（星期日）A股休市，2月7日（星期一）起照常开市。1月31日港股半日市，下午起休市三天半，2月4日（正月初四，星期五）港股开市一天，2月5号（星期六）、2月6号（星期日）为周末港股休市。此外，据沪深交易所，1月27日（星期四）至2月6日（星期日）不提供港股通服务，2月7日（星期一）起照常开通港股通服务。根据港交所安排，27日、28日北向正常交易，南向关闭，2月7日起北向、南向正常交易。机构展望2022年：港股有望底部重生兴证策略张忆东表示，中国港股2022年对于美股的动荡将逐步脱敏，有望迎来海外资金从其他新兴市场回归，维持2022年“港股反弹小牛市”的判断。港股作为“全球估值洼地”，基于中国稳经济的货币政策、财政政策发力以及中国房地产、互联网等产业政策环境边际改善，2022年港股将迎来内资和外资增持意愿的双重提升。中金策略认为，考虑到有利的政策环境和较低的估值水平，2022年港股市场可能是均值回归的一年。随着国内利好政策年初进一步发力，尤其是短期不确定性逐步消退后，我们对海外中资股前景依然保持积极，有望吸引更多资金流入。从技术角度来看，卖空成交比率攀升至历史相对高位，表明市场情绪也已经释放到一个较高位置，这往往是短期市场的底部信号。","news_type":1,"symbols_score_info":{"HSI":0,"HSCCI":0,"HSCEI":0,"HSTECH":0}},"isVote":1,"tweetType":1,"viewCount":4870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872514674,"gmtCreate":1637547003395,"gmtModify":1637547003395,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872514674","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohunote.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BBY":"百思买","DE":"迪尔股份有限公司",".DJI":"道琼斯","DELL":"戴尔",".IXIC":"NASDAQ Composite","ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"DE":0.9,".SPX":0.9,"ZM":0.9,"DELL":0.9,"BBY":0.9}},"isVote":1,"tweetType":1,"viewCount":3467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845612792,"gmtCreate":1636334341603,"gmtModify":1636334341863,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845612792","repostId":"2181284457","repostType":4,"isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841320081,"gmtCreate":1635890850411,"gmtModify":1635890850487,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841320081","repostId":"2180020937","repostType":4,"repost":{"id":"2180020937","kind":"news","pubTimestamp":1635846331,"share":"https://www.laohunote.com/m/news/2180020937?lang=zh_CN&edition=full","pubTime":"2021-11-02 17:45","market":"us","language":"en","title":"Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180020937","media":"MoneyWise","summary":"Inflation is high. You might as well profit from it.High inflation rates in the country have become a serious concern on Wall Street.But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.In a 1981 letter to Berkshire shareholders, Buffett highlighted tw","content":"<p>Inflation is high. You might as well profit from it.</p><p><blockquote>通货膨胀很高。你还不如从中获利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> High inflation rates in the country have become a serious concern on Wall Street.</p><p><blockquote>该国的高通胀率已成为华尔街的一个严重担忧。</blockquote></p><p> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.</p><p><blockquote>但对于普通投资者来说幸运的是，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote></p><p> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.</p><p><blockquote>巴菲特在 20 世纪 70 年代两位数通货膨胀率时期管理着股票投资组合，并且对于消费者价格飙升时应该持有什么有很多建议。</blockquote></p><p> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.</p><p><blockquote>在 1981 年写给伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）轻松提高价格的能力，以及 2）承接更多业务的能力，而不必花太多钱才能做到这一点。</blockquote></p><p> In other words, aim to invest in asset-light businesses with pricing power.</p><p><blockquote>换句话说，目标是投资具有定价权的轻资产业务。</blockquote></p><p> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.</p><p><blockquote>让我们快速了解一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote></p><p> <b>Nike (NKE)</b></p><p><blockquote><b>耐克（NKE）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>TY Lim/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>泰·林/Shutterstock</span></p></blockquote></p><p> Nike is a global footwear powerhouse that commands high customer loyalty.</p><p><blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote></p><p> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.</p><p><blockquote>顾客愿意为勒布朗·詹姆斯和迈克尔·乔丹等知名运动员的标志性装备支付高价。</blockquote></p><p> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.</p><p><blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现了远高于 30% 的稳健股本回报率。</blockquote></p><p> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.</p><p><blockquote>该公司还在日益数字化、直接面向消费者的商业模式中捕捉其产品的全部价格。</blockquote></p><p> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.</p><p><blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到约40%。价格上涨最早可能在明年开始。</blockquote></p><p> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.</p><p><blockquote>令人惊讶的是，即使运营成本随着通货膨胀而上升，利润率也可能继续扩大。</blockquote></p><p> Nike shares are up about 19% so far in 2021.</p><p><blockquote>2021 年迄今为止，耐克股价上涨了约 19%。</blockquote></p><p> <b>Apple (AAPL)</b></p><p><blockquote><b>苹果（AAPL）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Vytautas Kielaitis/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>维陶塔斯·基莱蒂斯/Shutterstock</span></p></blockquote></p><p> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.</p><p><blockquote>全球对苹果高价硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote></p><p> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.</p><p><blockquote>强大的品牌形象、用户友好性和各种完全集成的产品都是不会很快消失的强大属性。</blockquote></p><p> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.</p><p><blockquote>顾客根本无法生活在苹果生态系统之外。随着通胀飙升，这家科技巨头在定价方面有了更大的自由度。</blockquote></p><p> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.</p><p><blockquote>该公司最新的 M1 芯片将逐步取代英特尔在每台 Mac 中的 CPU，这凸显了其不断创新的承诺。</blockquote></p><p> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.</p><p><blockquote>不可否认，苹果有能力将不断上涨的成本转嫁给全球消费者群体，而不会造成销量的重大损失。</blockquote></p><p> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.</p><p><blockquote>巴菲特允许苹果在伯克希尔-哈撒韦公司投资组合中的份额增长到 40%，这是有充分理由的： 该公司在所有经济周期中都能保持利润增长。</blockquote></p><p> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.</p><p><blockquote>苹果今年迄今已上涨约 13%，交易价格接近每股 150 美元。但是，如果你对加入目前的水平持观望态度，有些应用程序可能会因为你注册而免费分享苹果。</blockquote></p><p> <b>Levi Strauss &amp; Co. (LEVI)</b></p><p><blockquote><b>李维斯公司（列维）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>dean bertoncelj/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>迪恩·贝尔通塞尔J/Shutterstock</span></p></blockquote></p><p> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.</p><p><blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote></p><p> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.</p><p><blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增长营收。</blockquote></p><p> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.</p><p><blockquote>最近一个季度，收入增长了 41%，调整后毛利率提高了 390 个基点，达到 57.5%。</blockquote></p><p> In fact, management proactively started adjusting its pricing for inflation back in 2020.</p><p><blockquote>事实上，管理层早在2020年就开始根据通货膨胀主动调整定价。</blockquote></p><p> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.</p><p><blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote></p><p> Levi shares are up more than 30% in 2021.</p><p><blockquote>Levi 股价在 2021 年上涨超过 30%。</blockquote></p><p> <b>The ultimate 'forever asset'?</b></p><p><blockquote><b>终极“永恒资产”？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>MNStudio/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>MNStudio/Shutterstock</span></p></blockquote></p><p> Warren Buffett once said that his favorite holding period is forever.</p><p><blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote></p><p> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.</p><p><blockquote>但永远是一段很长的时间，由于公司会兴衰，通过从不出售股票来增加财富可能不是最佳策略。</blockquote></p><p> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.</p><p><blockquote>但可能有一个值得永远持有的通胀避风港——美国农田。</blockquote></p><p></p><p> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.</p><p><blockquote>无论消费价格上涨多高或多快，人们仍然需要吃饭。而巴菲特的好朋友比尔-盖茨恰好是美国最大的私人农田所有者。</blockquote></p><p> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.</p><p><blockquote>如今，新的平台允许你通过入股你选择的农场来投资美国农田。</blockquote></p><p> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.</p><p><blockquote>您将从租赁费和农作物销售中获得现金收入。当然，除此之外，您还将从任何长期升值中受益。</blockquote></p><p> <i>This article provides information only and should not be construed as advice. It is provided without warranty of any kind.</i></p><p><blockquote><i>本文仅提供信息，不应被解释为建议。它不提供任何形式的担保。</i></blockquote></p><p></p>","source":"lsy1621813427262","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>Warren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</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\">\nWarren Buffett says this is the best type of business to own when inflation spikes — in other words, what you should buy right now<blockquote>沃伦·巴菲特表示，当通货膨胀飙升时，这是最好的企业类型——换句话说，你现在应该买什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MoneyWise</strong><span class=\"h-time small\">2021-11-02 17:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Inflation is high. You might as well profit from it.</p><p><blockquote>通货膨胀很高。你还不如从中获利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/143c38befb27f09743294aafaffbe94a\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> High inflation rates in the country have become a serious concern on Wall Street.</p><p><blockquote>该国的高通胀率已成为华尔街的一个严重担忧。</blockquote></p><p> But fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.</p><p><blockquote>但对于普通投资者来说幸运的是，伯克希尔·哈撒韦公司首席执行官沃伦·巴菲特在应对这种环境方面拥有丰富的经验。</blockquote></p><p> Buffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.</p><p><blockquote>巴菲特在 20 世纪 70 年代两位数通货膨胀率时期管理着股票投资组合，并且对于消费者价格飙升时应该持有什么有很多建议。</blockquote></p><p> In a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.</p><p><blockquote>在 1981 年写给伯克希尔股东的一封信中，巴菲特强调了使企业能够很好地适应通货膨胀环境的两个特征：1）轻松提高价格的能力，以及 2）承接更多业务的能力，而不必花太多钱才能做到这一点。</blockquote></p><p> In other words, aim to invest in asset-light businesses with pricing power.</p><p><blockquote>换句话说，目标是投资具有定价权的轻资产业务。</blockquote></p><p> Let’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.</p><p><blockquote>让我们快速了解一下符合这一描述的三家公司。其中一个（或全部）可能值得用你的闲钱购买。</blockquote></p><p> <b>Nike (NKE)</b></p><p><blockquote><b>耐克（NKE）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a24fd7cb9b4e01313c7bb848af6da9d\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>TY Lim/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>泰·林/Shutterstock</span></p></blockquote></p><p> Nike is a global footwear powerhouse that commands high customer loyalty.</p><p><blockquote>耐克是全球鞋类巨头，拥有很高的客户忠诚度。</blockquote></p><p> Customers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.</p><p><blockquote>顾客愿意为勒布朗·詹姆斯和迈克尔·乔丹等知名运动员的标志性装备支付高价。</blockquote></p><p> Despite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.</p><p><blockquote>尽管面临通胀压力，耐克仍继续扩大毛利率，并实现了远高于 30% 的稳健股本回报率。</blockquote></p><p> The company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.</p><p><blockquote>该公司还在日益数字化、直接面向消费者的商业模式中捕捉其产品的全部价格。</blockquote></p><p> Management believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.</p><p><blockquote>管理层认为，到2025年，数字销售可能会继续从目前占收入的20%增长到约40%。价格上涨最早可能在明年开始。</blockquote></p><p> Amazingly, profit margins may keep expanding, even as operating costs rise with inflation.</p><p><blockquote>令人惊讶的是，即使运营成本随着通货膨胀而上升，利润率也可能继续扩大。</blockquote></p><p> Nike shares are up about 19% so far in 2021.</p><p><blockquote>2021 年迄今为止，耐克股价上涨了约 19%。</blockquote></p><p> <b>Apple (AAPL)</b></p><p><blockquote><b>苹果（AAPL）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b22460a66469a2da0380edd32d454c84\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Vytautas Kielaitis/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>维陶塔斯·基莱蒂斯/Shutterstock</span></p></blockquote></p><p> Global demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.</p><p><blockquote>全球对苹果高价硬件的需求正在增长，其高利润苹果服务的采用率也在增长。</blockquote></p><p> Strong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.</p><p><blockquote>强大的品牌形象、用户友好性和各种完全集成的产品都是不会很快消失的强大属性。</blockquote></p><p> Customers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.</p><p><blockquote>顾客根本无法生活在苹果生态系统之外。随着通胀飙升，这家科技巨头在定价方面有了更大的自由度。</blockquote></p><p> The company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.</p><p><blockquote>该公司最新的 M1 芯片将逐步取代英特尔在每台 Mac 中的 CPU，这凸显了其不断创新的承诺。</blockquote></p><p> Apple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.</p><p><blockquote>不可否认，苹果有能力将不断上涨的成本转嫁给全球消费者群体，而不会造成销量的重大损失。</blockquote></p><p> Warren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.</p><p><blockquote>巴菲特允许苹果在伯克希尔-哈撒韦公司投资组合中的份额增长到 40%，这是有充分理由的： 该公司在所有经济周期中都能保持利润增长。</blockquote></p><p> Apple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.</p><p><blockquote>苹果今年迄今已上涨约 13%，交易价格接近每股 150 美元。但是，如果你对加入目前的水平持观望态度，有些应用程序可能会因为你注册而免费分享苹果。</blockquote></p><p> <b>Levi Strauss &amp; Co. (LEVI)</b></p><p><blockquote><b>李维斯公司（列维）</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71b31165e275a966ad050139a054c73a\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>dean bertoncelj/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>迪恩·贝尔通塞尔J/Shutterstock</span></p></blockquote></p><p> A market leader in the denim business, Levi Strauss has been firing on all cylinders of late.</p><p><blockquote>作为牛仔布行业的市场领导者，李维斯最近一直在全力以赴。</blockquote></p><p> Specifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.</p><p><blockquote>具体来说，其知名品牌和灵活的商业模式使管理层能够在不牺牲定价权的情况下增长营收。</blockquote></p><p> In the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.</p><p><blockquote>最近一个季度，收入增长了 41%，调整后毛利率提高了 390 个基点，达到 57.5%。</blockquote></p><p> In fact, management proactively started adjusting its pricing for inflation back in 2020.</p><p><blockquote>事实上，管理层早在2020年就开始根据通货膨胀主动调整定价。</blockquote></p><p> The company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.</p><p><blockquote>该公司还从24个不同的国家采购原材料。这种供应链多元化为李维斯在危机时期提供了足够的灵活性。</blockquote></p><p> Levi shares are up more than 30% in 2021.</p><p><blockquote>Levi 股价在 2021 年上涨超过 30%。</blockquote></p><p> <b>The ultimate 'forever asset'?</b></p><p><blockquote><b>终极“永恒资产”？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d520eb27cdf18f25a787cd9145eb1b\" tg-width=\"1200\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>MNStudio/Shutterstock</span></p><p><blockquote><p class=\"t-img-caption\"><span>MNStudio/Shutterstock</span></p></blockquote></p><p> Warren Buffett once said that his favorite holding period is forever.</p><p><blockquote>沃伦·巴菲特曾经说过，他最喜欢的持有期是永远。</blockquote></p><p> But forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.</p><p><blockquote>但永远是一段很长的时间，由于公司会兴衰，通过从不出售股票来增加财富可能不是最佳策略。</blockquote></p><p> But there might be one inflation safe haven that's worth holding forever — U.S. farmland.</p><p><blockquote>但可能有一个值得永远持有的通胀避风港——美国农田。</blockquote></p><p></p><p> No matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.</p><p><blockquote>无论消费价格上涨多高或多快，人们仍然需要吃饭。而巴菲特的好朋友比尔-盖茨恰好是美国最大的私人农田所有者。</blockquote></p><p> These days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.</p><p><blockquote>如今，新的平台允许你通过入股你选择的农场来投资美国农田。</blockquote></p><p> You’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.</p><p><blockquote>您将从租赁费和农作物销售中获得现金收入。当然，除此之外，您还将从任何长期升值中受益。</blockquote></p><p> <i>This article provides information only and should not be construed as advice. It is provided without warranty of any kind.</i></p><p><blockquote><i>本文仅提供信息，不应被解释为建议。它不提供任何形式的担保。</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks\">MoneyWise</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":{"LEVI":"李维斯","NKE":"耐克","BRK.B":"伯克希尔B","INTC":"英特尔","AAPL":"苹果","BRK.A":"伯克希尔"},"source_url":"https://moneywise.com/investing/stocks/warren-buffett-inflation-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180020937","content_text":"Inflation is high. You might as well profit from it.\n\nHigh inflation rates in the country have become a serious concern on Wall Street.\nBut fortunately for everyday investors, Berkshire Hathaway chief Warren Buffett has plenty of experience in navigating such an environment.\nBuffett managed a stock portfolio through periods of double-digit inflation rates in the 1970s and has plenty of advice on what to own when consumer prices spike.\nIn a 1981 letter to Berkshire shareholders, Buffett highlighted two characteristics that make a business well adapted to an inflationary environment: 1) an ability to increase prices easily, and 2) an ability to take on more business without having to spend too much in order to do it.\nIn other words, aim to invest in asset-light businesses with pricing power.\nLet’s take a quick look at three companies that fit that description. One (or all) of them might be worth purchasing with your spare pennies.\nNike (NKE)\nTY Lim/Shutterstock\nNike is a global footwear powerhouse that commands high customer loyalty.\nCustomers are willing to pay top dollar for signature gear associated with high-profile athletes like LeBron James and Michael Jordan.\nDespite inflationary pressures, Nike continues to expand gross margins and post solid returns on equity well above 30%.\nThe company is also capturing the full price of its products in an increasingly digital, direct-to-consumer business model.\nManagement believes digital sales could continue to grow from 20% of revenue currently to about 40% of the business by 2025. And price increases could kick in as early as next year.\nAmazingly, profit margins may keep expanding, even as operating costs rise with inflation.\nNike shares are up about 19% so far in 2021.\nApple (AAPL)\nVytautas Kielaitis/Shutterstock\nGlobal demand for Apple’s premium-priced hardware is growing, as are adoption rates for its high-margin Apple services.\nStrong brand identity, user friendliness, and a wide range of fully integrated products are powerful attributes that aren’t going away any time soon.\nCustomers just can’t afford to live outside the Apple ecosystem. That gives the tech giant more freedom to play with pricing as inflation spikes.\nThe company’s latest M1 chips, which will gradually replace Intel’s CPUs in every single Mac, underscore its commitment to constant innovation.\nApple’s ability to pass rising costs to a global consumer base without significant loss of sales volumes is undeniable.\nWarren Buffett has allowed Apple to grow to 40% of Berkshire Hathaway’s investments portfolio for good reason: The business just keeps growing profits through all economic cycles.\nApple is up about 13% year to date and trades at nearly $150 per share. But if you’re on the fence about jumping in at the current level, some apps might give you a free share of Apple just for signing up.\nLevi Strauss & Co. (LEVI)\ndean bertoncelj/Shutterstock\nA market leader in the denim business, Levi Strauss has been firing on all cylinders of late.\nSpecifically, its well-known brand and a flexible business model have enabled management to grow the top line without sacrificing pricing power.\nIn the most recent quarter, revenue increased 41% while adjusted gross margin improved 390 basis points to 57.5%.\nIn fact, management proactively started adjusting its pricing for inflation back in 2020.\nThe company also sources raw materials from 24 different countries. And that kind of supply chain diversification provides Levi Strauss with plenty of flexibility during times of crisis.\nLevi shares are up more than 30% in 2021.\nThe ultimate 'forever asset'?\nMNStudio/Shutterstock\nWarren Buffett once said that his favorite holding period is forever.\nBut forever is a long time, and since companies rise and fall, growing your wealth by never selling a share may not be the best strategy.\nBut there might be one inflation safe haven that's worth holding forever — U.S. farmland.\nNo matter how high or fast consumer prices climb, people still need to eat. And it just so happens that Buffett’s good friend Bill Gates is America’s largest private owner of farmland.\nThese days, new platforms allow you to invest in U.S. farmland by taking stake in a farm of your choice.\nYou’ll earn cash income from the leasing fees and crop sales. And of course, you’ll benefit from any long-term appreciation on top of that.\nThis article provides information only and should not be construed as advice. It is provided without warranty of any kind.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"LEVI":0.9,"AAPL":0.9,"INTC":0.9,"NKE":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":3748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840741127,"gmtCreate":1635694283209,"gmtModify":1635694283422,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840741127","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840608759,"gmtCreate":1635639945086,"gmtModify":1635639945154,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840608759","repostId":"2179223688","repostType":4,"isVote":1,"tweetType":1,"viewCount":3989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858751294,"gmtCreate":1635124874521,"gmtModify":1635124874737,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858751294","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":3357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858858417,"gmtCreate":1635038754842,"gmtModify":1635038755069,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/858858417","repostId":"1111559375","repostType":4,"repost":{"id":"1111559375","kind":"news","pubTimestamp":1635038026,"share":"https://www.laohunote.com/m/news/1111559375?lang=zh_CN&edition=full","pubTime":"2021-10-24 09:13","market":"us","language":"en","title":"WISH Stock: What Momentum Investors Wish To See<blockquote>Wish Stock：投资者希望看到的动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111559375","media":"TheStreet","summary":"WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justi","content":"<p>WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justify positive momentum, the stock’s popularity may have been the catalyst.</p><p><blockquote>过去三天，WISH 股价飙升近 10%。如果没有特定公司的消息来恰当地证明积极势头的合理性，该股的受欢迎程度可能是催化剂。</blockquote></p><p> After trading poorly in the past few months, ContextLogic stock&nbsp;found its way higher again. On October 20 alone, shares were up 14%. Meanwhile, the ticker saw overwhelming volume of comments on Reddit, which may help to justify bullish market action.</p><p><blockquote>在过去几个月交易不佳之后，ContextLogic 股票再次走高。仅10月20日一天，股价就上涨了14%。与此同时，该股票代码在 Reddit 上收到了大量评论，这可能有助于证明看涨市场的合理性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e0424b0add4ae09c16fd60a8ab9616b\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Figure 1: Wish logo on a box.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：盒子上的愿望标志。</span></p></blockquote></p><p> As we&nbsp;mentioned in previous articles, and while the stock remains near all-time lows, momentum investors might still not be too late for the party.</p><p><blockquote>正如我们在之前的文章中提到的，虽然该股仍接近历史低点，但动量投资者可能还不算太晚。</blockquote></p><p> <b>Exposure may have done the trick</b></p><p><blockquote><b>曝光可能起到了作用</b></blockquote></p><p> A likely culprit behind WISH’s brief rally was the stock’s popularity online pushing demand for shares higher. The ticker&nbsp;received&nbsp;150% more mentions and a whopping 35,000 upvotes – understanding that correlation between comments and upticks in share price does not necessarily indicate causation. See below the top trending stocks on Reddit on October 21.</p><p><blockquote>WISH 短暂反弹背后的一个可能罪魁祸首是该股在网上的受欢迎程度推高了对该股的需求。该股票代码获得了 150% 的提及次数和高达 35,000 次的赞成票——理解评论与股价上涨之间的相关性并不一定表明因果关系。请参阅下面 10 月 21 日 Reddit 上最热门的股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/079bfbb083306bb71a80744d70297d15\" tg-width=\"1078\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Figure 2: Trending stocks on Reddit on October 21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：10 月 21 日 Reddit 上的趋势股票。</span></p></blockquote></p><p> Another popularity&nbsp;tracker(see below) suggests that, in the last three months, WISH's popularity remained consistently high. However, share price had not necessarily been moving in lockstep with exposure on the discussion boards until recently. Still, it is not at all surprising that a jolt in stock price could soon follow.</p><p><blockquote>另一个受欢迎程度追踪器（见下文）表明，在过去的三个月里，WISH的受欢迎程度一直很高。然而，直到最近，股价并不一定与讨论板上的风险同步波动。尽管如此，股价很快就会出现震荡也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e68ad670e6a136155d3e6e9abfbce3c\" tg-width=\"527\" tg-height=\"571\" width=\"100%\" height=\"auto\"><span>Figure 3: WISH stock sentiment on the WSB forum.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：WSB 论坛上的 WISH 股票情绪。</span></p></blockquote></p><p> The correlation between online popularity and WISH’s recent performance is consistent with the SEC’s recently&nbsp;released&nbsp;report on GameStop’s trading frenzy. The rallies seen earlier in 2021 have been primarily attributed to an increase in engagement by retail investors, enabled by platforms like Reddit. The same report also questioned the hypothesis that short covering had much to do with the massive increases in share price.</p><p><blockquote>网络受欢迎程度与 WISH 近期业绩之间的相关性与美国证券交易委员会最近发布的关于游戏驿站交易狂潮的报告一致。2021 年早些时候的上涨主要归因于 Reddit 等平台推动的散户投资者参与度的增加。同一份报告还质疑空头回补与股价大幅上涨有很大关系的假设。</blockquote></p><p> <b>Dip buying</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> This week’s bullish attack may have also been motivated by Wish stock being so close to its all-time lows. Growth in the e-commerce space has been pressured by the “beginning of the end” of the pandemic and stay-at-home tailwinds. Also, several Wall Street experts have downgraded WISH following Q2 results, undermining positive sentiment.</p><p><blockquote>本周的看涨攻击可能也是由于 Wish 股票如此接近历史最低点。大流行病的 “终结的开始 ”和宅在家里的顺风给电子商务领域的增长带来了压力。此外，几位华尔街专家在第二季度业绩公布后下调了 WISH 的评级，削弱了积极情绪。</blockquote></p><p> The above seems to have created a bearish wave. WISH has elevated&nbsp;short interest, at almost 25% of the float. Such high ratio can put short sellers in a vulnerable position: an increase in trading volume coupled with overbidding can force some to close their positions, kickstarting a snowball effect.</p><p><blockquote>以上似乎形成了一波看跌浪潮。WISH 提高了空头利息，几乎占流通量的 25%。如此高的比率可能会使卖空者处于弱势地位：交易量的增加加上过度出价可能会迫使一些卖空者平仓，从而引发滚雪球效应。</blockquote></p><p> <b>Experts see upside</b></p><p><blockquote><b>专家看到了上行空间</b></blockquote></p><p> Lastly, Wall Street currently assigns a consensus price target of $9.06 to Wish stock, signaling impressive 55% upside potential from the current sub-$6 levels. Despite an average neutral rating, even the more skeptical analysts still see gains ahead.</p><p><blockquote>最后，华尔街目前将 Wish 股票的一致目标价定为 9.06 美元，这表明目前低于 6 美元的水平有令人印象深刻的 55% 的上涨潜力。尽管平均评级为中性，但即使是更加怀疑的分析师仍然认为未来会有收益。</blockquote></p><p> Credit Suisse’s Stephen Ju&nbsp;reduced&nbsp;his price target from $24 to $19. He adjusted projections lower after ContexLogic missed Q2 revenue and adjusted EBITDA estimates due to lower customer retention and declining usage rates. However, the analyst still sees massive upside potential of nearly 200% ahead.</p><p><blockquote>瑞士信贷的 Stephen Ju 将目标价从 24 美元下调至 19 美元。在 ContexLogic 因客户保留率下降和使用率下降而未能实现第二季度收入并调整 EBITDA 预期后，他下调了预测。然而，分析师仍然认为未来有近 200% 的巨大上涨潜力。</blockquote></p><p> Citigroup’s Nicholas Jones is not as bullish. He&nbsp;has&nbsp;a neutral rating on the stock but forecasts $7.50 on the horizon, for 23% upside potential. Q2 earnings were cited as the key reason for a price target reduction. Mr. Jones also attributed poor stock performance to the company’s difficulty in sustaining growth, especially due to higher-than-expected user churn and ad rates.</p><p><blockquote>花旗集团的尼古拉斯-琼斯（Nicholas Jones）并不那么乐观。他对该股给予中性评级，但预测该股即将上涨 7.50 美元，上涨潜力为 23%。第二季度盈利被认为是下调目标价的关键原因。琼斯先生还将股票表现不佳归因于公司难以维持增长，尤其是用户流失率和广告费高于预期。</blockquote></p><p> On the bearish side, JPMorgan and Oppenheimer have a sell rating on the stock and $4 to $5 share price target.According&nbsp;to the former, decline in user activity due to the reopening of the economy, alongside Wish’s retention and rising ad costs, are the main concerns.</p><p><blockquote>摩根大通（JPMorgan）和奥本海默（Oppenheimer）对该股给予卖出评级，目标股价为 4 至 5 美元。前者认为，经济重新开放导致用户活跃度下降，加上 Wish 的保留和广告成本上升，是主要问题。</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>WISH Stock: What Momentum Investors Wish To See<blockquote>Wish Stock：投资者希望看到的动力</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\">\nWISH Stock: What Momentum Investors Wish To See<blockquote>Wish Stock：投资者希望看到的动力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-24 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justify positive momentum, the stock’s popularity may have been the catalyst.</p><p><blockquote>过去三天，WISH 股价飙升近 10%。如果没有特定公司的消息来恰当地证明积极势头的合理性，该股的受欢迎程度可能是催化剂。</blockquote></p><p> After trading poorly in the past few months, ContextLogic stock&nbsp;found its way higher again. On October 20 alone, shares were up 14%. Meanwhile, the ticker saw overwhelming volume of comments on Reddit, which may help to justify bullish market action.</p><p><blockquote>在过去几个月交易不佳之后，ContextLogic 股票再次走高。仅10月20日一天，股价就上涨了14%。与此同时，该股票代码在 Reddit 上收到了大量评论，这可能有助于证明看涨市场的合理性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e0424b0add4ae09c16fd60a8ab9616b\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Figure 1: Wish logo on a box.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：盒子上的愿望标志。</span></p></blockquote></p><p> As we&nbsp;mentioned in previous articles, and while the stock remains near all-time lows, momentum investors might still not be too late for the party.</p><p><blockquote>正如我们在之前的文章中提到的，虽然该股仍接近历史低点，但动量投资者可能还不算太晚。</blockquote></p><p> <b>Exposure may have done the trick</b></p><p><blockquote><b>曝光可能起到了作用</b></blockquote></p><p> A likely culprit behind WISH’s brief rally was the stock’s popularity online pushing demand for shares higher. The ticker&nbsp;received&nbsp;150% more mentions and a whopping 35,000 upvotes – understanding that correlation between comments and upticks in share price does not necessarily indicate causation. See below the top trending stocks on Reddit on October 21.</p><p><blockquote>WISH 短暂反弹背后的一个可能罪魁祸首是该股在网上的受欢迎程度推高了对该股的需求。该股票代码获得了 150% 的提及次数和高达 35,000 次的赞成票——理解评论与股价上涨之间的相关性并不一定表明因果关系。请参阅下面 10 月 21 日 Reddit 上最热门的股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/079bfbb083306bb71a80744d70297d15\" tg-width=\"1078\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Figure 2: Trending stocks on Reddit on October 21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：10 月 21 日 Reddit 上的趋势股票。</span></p></blockquote></p><p> Another popularity&nbsp;tracker(see below) suggests that, in the last three months, WISH's popularity remained consistently high. However, share price had not necessarily been moving in lockstep with exposure on the discussion boards until recently. Still, it is not at all surprising that a jolt in stock price could soon follow.</p><p><blockquote>另一个受欢迎程度追踪器（见下文）表明，在过去的三个月里，WISH的受欢迎程度一直很高。然而，直到最近，股价并不一定与讨论板上的风险同步波动。尽管如此，股价很快就会出现震荡也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e68ad670e6a136155d3e6e9abfbce3c\" tg-width=\"527\" tg-height=\"571\" width=\"100%\" height=\"auto\"><span>Figure 3: WISH stock sentiment on the WSB forum.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：WSB 论坛上的 WISH 股票情绪。</span></p></blockquote></p><p> The correlation between online popularity and WISH’s recent performance is consistent with the SEC’s recently&nbsp;released&nbsp;report on GameStop’s trading frenzy. The rallies seen earlier in 2021 have been primarily attributed to an increase in engagement by retail investors, enabled by platforms like Reddit. The same report also questioned the hypothesis that short covering had much to do with the massive increases in share price.</p><p><blockquote>网络受欢迎程度与 WISH 近期业绩之间的相关性与美国证券交易委员会最近发布的关于游戏驿站交易狂潮的报告一致。2021 年早些时候的上涨主要归因于 Reddit 等平台推动的散户投资者参与度的增加。同一份报告还质疑空头回补与股价大幅上涨有很大关系的假设。</blockquote></p><p> <b>Dip buying</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> This week’s bullish attack may have also been motivated by Wish stock being so close to its all-time lows. Growth in the e-commerce space has been pressured by the “beginning of the end” of the pandemic and stay-at-home tailwinds. Also, several Wall Street experts have downgraded WISH following Q2 results, undermining positive sentiment.</p><p><blockquote>本周的看涨攻击可能也是由于 Wish 股票如此接近历史最低点。大流行病的 “终结的开始 ”和宅在家里的顺风给电子商务领域的增长带来了压力。此外，几位华尔街专家在第二季度业绩公布后下调了 WISH 的评级，削弱了积极情绪。</blockquote></p><p> The above seems to have created a bearish wave. WISH has elevated&nbsp;short interest, at almost 25% of the float. Such high ratio can put short sellers in a vulnerable position: an increase in trading volume coupled with overbidding can force some to close their positions, kickstarting a snowball effect.</p><p><blockquote>以上似乎形成了一波看跌浪潮。WISH 提高了空头利息，几乎占流通量的 25%。如此高的比率可能会使卖空者处于弱势地位：交易量的增加加上过度出价可能会迫使一些卖空者平仓，从而引发滚雪球效应。</blockquote></p><p> <b>Experts see upside</b></p><p><blockquote><b>专家看到了上行空间</b></blockquote></p><p> Lastly, Wall Street currently assigns a consensus price target of $9.06 to Wish stock, signaling impressive 55% upside potential from the current sub-$6 levels. Despite an average neutral rating, even the more skeptical analysts still see gains ahead.</p><p><blockquote>最后，华尔街目前将 Wish 股票的一致目标价定为 9.06 美元，这表明目前低于 6 美元的水平有令人印象深刻的 55% 的上涨潜力。尽管平均评级为中性，但即使是更加怀疑的分析师仍然认为未来会有收益。</blockquote></p><p> Credit Suisse’s Stephen Ju&nbsp;reduced&nbsp;his price target from $24 to $19. He adjusted projections lower after ContexLogic missed Q2 revenue and adjusted EBITDA estimates due to lower customer retention and declining usage rates. However, the analyst still sees massive upside potential of nearly 200% ahead.</p><p><blockquote>瑞士信贷的 Stephen Ju 将目标价从 24 美元下调至 19 美元。在 ContexLogic 因客户保留率下降和使用率下降而未能实现第二季度收入并调整 EBITDA 预期后，他下调了预测。然而，分析师仍然认为未来有近 200% 的巨大上涨潜力。</blockquote></p><p> Citigroup’s Nicholas Jones is not as bullish. He&nbsp;has&nbsp;a neutral rating on the stock but forecasts $7.50 on the horizon, for 23% upside potential. Q2 earnings were cited as the key reason for a price target reduction. Mr. Jones also attributed poor stock performance to the company’s difficulty in sustaining growth, especially due to higher-than-expected user churn and ad rates.</p><p><blockquote>花旗集团的尼古拉斯-琼斯（Nicholas Jones）并不那么乐观。他对该股给予中性评级，但预测该股即将上涨 7.50 美元，上涨潜力为 23%。第二季度盈利被认为是下调目标价的关键原因。琼斯先生还将股票表现不佳归因于公司难以维持增长，尤其是用户流失率和广告费高于预期。</blockquote></p><p> On the bearish side, JPMorgan and Oppenheimer have a sell rating on the stock and $4 to $5 share price target.According&nbsp;to the former, decline in user activity due to the reopening of the economy, alongside Wish’s retention and rising ad costs, are the main concerns.</p><p><blockquote>摩根大通（JPMorgan）和奥本海默（Oppenheimer）对该股给予卖出评级，目标股价为 4 至 5 美元。前者认为，经济重新开放导致用户活跃度下降，加上 Wish 的保留和广告成本上升，是主要问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/wish-stock-what-momentum-investors-wish-to-see\">TheStreet</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":{},"source_url":"https://www.thestreet.com/memestocks/other-memes/wish-stock-what-momentum-investors-wish-to-see","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111559375","content_text":"WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justify positive momentum, the stock’s popularity may have been the catalyst.\nAfter trading poorly in the past few months, ContextLogic stock found its way higher again. On October 20 alone, shares were up 14%. Meanwhile, the ticker saw overwhelming volume of comments on Reddit, which may help to justify bullish market action.\nFigure 1: Wish logo on a box.\nAs we mentioned in previous articles, and while the stock remains near all-time lows, momentum investors might still not be too late for the party.\nExposure may have done the trick\nA likely culprit behind WISH’s brief rally was the stock’s popularity online pushing demand for shares higher. The ticker received 150% more mentions and a whopping 35,000 upvotes – understanding that correlation between comments and upticks in share price does not necessarily indicate causation. See below the top trending stocks on Reddit on October 21.\nFigure 2: Trending stocks on Reddit on October 21.\nAnother popularity tracker(see below) suggests that, in the last three months, WISH's popularity remained consistently high. However, share price had not necessarily been moving in lockstep with exposure on the discussion boards until recently. Still, it is not at all surprising that a jolt in stock price could soon follow.\nFigure 3: WISH stock sentiment on the WSB forum.\nThe correlation between online popularity and WISH’s recent performance is consistent with the SEC’s recently released report on GameStop’s trading frenzy. The rallies seen earlier in 2021 have been primarily attributed to an increase in engagement by retail investors, enabled by platforms like Reddit. The same report also questioned the hypothesis that short covering had much to do with the massive increases in share price.\nDip buying\nThis week’s bullish attack may have also been motivated by Wish stock being so close to its all-time lows. Growth in the e-commerce space has been pressured by the “beginning of the end” of the pandemic and stay-at-home tailwinds. Also, several Wall Street experts have downgraded WISH following Q2 results, undermining positive sentiment.\nThe above seems to have created a bearish wave. WISH has elevated short interest, at almost 25% of the float. Such high ratio can put short sellers in a vulnerable position: an increase in trading volume coupled with overbidding can force some to close their positions, kickstarting a snowball effect.\nExperts see upside\nLastly, Wall Street currently assigns a consensus price target of $9.06 to Wish stock, signaling impressive 55% upside potential from the current sub-$6 levels. Despite an average neutral rating, even the more skeptical analysts still see gains ahead.\nCredit Suisse’s Stephen Ju reduced his price target from $24 to $19. He adjusted projections lower after ContexLogic missed Q2 revenue and adjusted EBITDA estimates due to lower customer retention and declining usage rates. However, the analyst still sees massive upside potential of nearly 200% ahead.\nCitigroup’s Nicholas Jones is not as bullish. He has a neutral rating on the stock but forecasts $7.50 on the horizon, for 23% upside potential. Q2 earnings were cited as the key reason for a price target reduction. Mr. Jones also attributed poor stock performance to the company’s difficulty in sustaining growth, especially due to higher-than-expected user churn and ad rates.\nOn the bearish side, JPMorgan and Oppenheimer have a sell rating on the stock and $4 to $5 share price target.According to the former, decline in user activity due to the reopening of the economy, alongside Wish’s retention and rising ad costs, are the main concerns.","news_type":1,"symbols_score_info":{"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":4107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853817933,"gmtCreate":1634788038370,"gmtModify":1634788038557,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853817933","repostId":"1151246205","repostType":4,"repost":{"id":"1151246205","kind":"news","pubTimestamp":1634787683,"share":"https://www.laohunote.com/m/news/1151246205?lang=zh_CN&edition=full","pubTime":"2021-10-21 11:41","market":"us","language":"en","title":"Microsoft Earnings Are Coming. Why an Analyst Expects a ‘Masterpiece Quarter.’<blockquote>微软的收益即将到来。为什么分析师期待一个 “杰作季度”。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151246205","media":"Barrons","summary":"Wall Street has high expectations for Microsoft‘s coming earnings report, with two analysts raising ","content":"<p> Wall Street has high expectations for&nbsp;Microsoft‘s coming earnings report, with two analysts raising their price targets on the stock Wednesday.</p><p><blockquote>华尔街对微软即将发布的财报寄予厚望，两位分析师周三上调了该股的目标价。</blockquote></p><p> Year to date, the stock is up about 39%. Microsoft’s fiscal first-quarter earnings report is due after the close on Tuesday, Oct. 26.</p><p><blockquote>今年迄今为止，该股已上涨约 39%。微软第一财季财报将于 10 月 26 日星期二收盘后发布。</blockquote></p><p> Wall Street consensus calls for Microsoft (ticker: MSFT) to post September quarter revenue of $44 billion, up 18%, with earnings of $2.07 a share. On the June quarter earnings conference call, the company provided revenue forecasts for each of its three segments. At the top of those ranges, total company revenue would be $44.2 billion.</p><p><blockquote>华尔街一致认为微软（股票代码：MSFT）9 月份季度营收为 440 亿美元，增长 18%，每股收益为 2.07 美元。在 6 月份季度收益电话会议上，该公司提供了三个部门的收入预测。在这些范围的顶部，公司总收入将达到 442 亿美元。</blockquote></p><p> On Wednesday, a pair of analysts lifted price targets on Microsoft shares in anticipation of strong results next week.</p><p><blockquote>周三，两位分析师上调了微软股票的目标价，预计下周业绩将强劲。</blockquote></p><p> Wedbush analyst Dan Ives reiterated his Outperform rating, while upping his target price on the stock to $375 from $350. The stock was down 0.3% in recent trading to $307.18.</p><p><blockquote>Wedbush 分析师 Dan Ives 重申了他跑赢大盘的评级，同时将该股目标价从 350 美元上调至 375 美元。该股在最近的交易中下跌0.3%，至307.18美元。</blockquote></p><p> “Our September quarter checks for Microsoft have shown incremental strength again as the Azure cloud growth story is hitting its next gear of growth,” Ives writes in a research note. He expects the company to deliver “another Picasso-like masterpiece quarter with numbers that should handily exceed Street estimates.”</p><p><blockquote>“艾夫斯在一份研究报告中写道：”随着 Azure 云增长故事进入下一个增长阶段，我们对微软的 9 月份季度支票再次显示出增量实力。他预计该公司将推出 “又一个毕加索式的杰作季度，其数字将轻松超过华尔街的估计”。</blockquote></p><p> Ives says some on the Street are too bearish about the outlook for Azure coming out of the pandemic and the work-from-home trend. He contends that “deal flow looks incrementally strong,” and calls the stock his “favorite large cap cloud play.”</p><p><blockquote>艾夫斯表示，华尔街上的一些人对 Azure 走出疫情的前景和在家工作的趋势过于悲观。他认为 “交易流量看起来越来越强劲”，评级认为这只股票是他 “最喜欢的大盘云投资”。</blockquote></p><p> Jefferies analyst Brent Thill likewise repeats his Buy rating, boosting his target to $375 from $345. But the tone of his note is more muted: He says the current quarter faces the easiest comparison of the new fiscal year, but he also sees challenges ahead.</p><p><blockquote>杰富瑞 (Jefferies) 分析师布伦特·希尔 (Brent Thill) 同样重申了买入评级，将目标价从 345 美元上调至 375 美元。但他的讲话语气更加温和：他表示，本季度面临着新财年最容易的比较，但他也看到了未来的挑战。</blockquote></p><p> “Comps get progressively tougher through fiscal 2022,” he says, though adds that the company can meet them with a “durable growth portfolio,” including the Azure public cloud business, security software, and the Teams collaborative communications suite. While staying bullish, Thill cautions that it will be hard for the company to sustain its current pace of growth as it approaches a revenue base of $200 billion or more.</p><p><blockquote>“他说：”在 2022 财年，公司的竞争将变得越来越艰难，”但他补充说，公司可以通过 “可持续增长的产品组合 ”来满足他们的需求，包括 Azure 公共云业务、安全软件和 Teams 协作通信套件。在保持乐观的同时，Thill警告说，随着收入基数接近2000亿美元或更多，该公司将很难维持目前的增长速度。</blockquote></p><p> Cowen analyst J. Derrick Wood, keeps his Outperform rating and $320 target on the stock, while noting that industry data points suggest “meaningful growth acceleration” in the quarter for the cloud infrastructure business. He says Azure should grow at least 45% year over year on a constant currency basis, the highest growth in over a year. Combine that with a price increase for Office 365, he writes, and the shares are “poised for stronger performance.”</p><p><blockquote>Cowen 分析师 J. Derrick Wood 维持该股跑赢大盘评级和 320 美元的目标价，同时指出行业数据显示，云基础设施业务本季度将出现 “有意义的增长加速”。他表示，按固定汇率计算，Azure 的同比增长至少 45%，这是一年多来的最高增长率。他写道，再加上 Office 365 的价格上涨，该股 “将迎来更强劲的表现”。</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>Microsoft Earnings Are Coming. Why an Analyst Expects a ‘Masterpiece Quarter.’<blockquote>微软的收益即将到来。为什么分析师期待一个 “杰作季度”。</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\">\nMicrosoft Earnings Are Coming. Why an Analyst Expects a ‘Masterpiece Quarter.’<blockquote>微软的收益即将到来。为什么分析师期待一个 “杰作季度”。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-21 11:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Wall Street has high expectations for&nbsp;Microsoft‘s coming earnings report, with two analysts raising their price targets on the stock Wednesday.</p><p><blockquote>华尔街对微软即将发布的财报寄予厚望，两位分析师周三上调了该股的目标价。</blockquote></p><p> Year to date, the stock is up about 39%. Microsoft’s fiscal first-quarter earnings report is due after the close on Tuesday, Oct. 26.</p><p><blockquote>今年迄今为止，该股已上涨约 39%。微软第一财季财报将于 10 月 26 日星期二收盘后发布。</blockquote></p><p> Wall Street consensus calls for Microsoft (ticker: MSFT) to post September quarter revenue of $44 billion, up 18%, with earnings of $2.07 a share. On the June quarter earnings conference call, the company provided revenue forecasts for each of its three segments. At the top of those ranges, total company revenue would be $44.2 billion.</p><p><blockquote>华尔街一致认为微软（股票代码：MSFT）9 月份季度营收为 440 亿美元，增长 18%，每股收益为 2.07 美元。在 6 月份季度收益电话会议上，该公司提供了三个部门的收入预测。在这些范围的顶部，公司总收入将达到 442 亿美元。</blockquote></p><p> On Wednesday, a pair of analysts lifted price targets on Microsoft shares in anticipation of strong results next week.</p><p><blockquote>周三，两位分析师上调了微软股票的目标价，预计下周业绩将强劲。</blockquote></p><p> Wedbush analyst Dan Ives reiterated his Outperform rating, while upping his target price on the stock to $375 from $350. The stock was down 0.3% in recent trading to $307.18.</p><p><blockquote>Wedbush 分析师 Dan Ives 重申了他跑赢大盘的评级，同时将该股目标价从 350 美元上调至 375 美元。该股在最近的交易中下跌0.3%，至307.18美元。</blockquote></p><p> “Our September quarter checks for Microsoft have shown incremental strength again as the Azure cloud growth story is hitting its next gear of growth,” Ives writes in a research note. He expects the company to deliver “another Picasso-like masterpiece quarter with numbers that should handily exceed Street estimates.”</p><p><blockquote>“艾夫斯在一份研究报告中写道：”随着 Azure 云增长故事进入下一个增长阶段，我们对微软的 9 月份季度支票再次显示出增量实力。他预计该公司将推出 “又一个毕加索式的杰作季度，其数字将轻松超过华尔街的估计”。</blockquote></p><p> Ives says some on the Street are too bearish about the outlook for Azure coming out of the pandemic and the work-from-home trend. He contends that “deal flow looks incrementally strong,” and calls the stock his “favorite large cap cloud play.”</p><p><blockquote>艾夫斯表示，华尔街上的一些人对 Azure 走出疫情的前景和在家工作的趋势过于悲观。他认为 “交易流量看起来越来越强劲”，评级认为这只股票是他 “最喜欢的大盘云投资”。</blockquote></p><p> Jefferies analyst Brent Thill likewise repeats his Buy rating, boosting his target to $375 from $345. But the tone of his note is more muted: He says the current quarter faces the easiest comparison of the new fiscal year, but he also sees challenges ahead.</p><p><blockquote>杰富瑞 (Jefferies) 分析师布伦特·希尔 (Brent Thill) 同样重申了买入评级，将目标价从 345 美元上调至 375 美元。但他的讲话语气更加温和：他表示，本季度面临着新财年最容易的比较，但他也看到了未来的挑战。</blockquote></p><p> “Comps get progressively tougher through fiscal 2022,” he says, though adds that the company can meet them with a “durable growth portfolio,” including the Azure public cloud business, security software, and the Teams collaborative communications suite. While staying bullish, Thill cautions that it will be hard for the company to sustain its current pace of growth as it approaches a revenue base of $200 billion or more.</p><p><blockquote>“他说：”在 2022 财年，公司的竞争将变得越来越艰难，”但他补充说，公司可以通过 “可持续增长的产品组合 ”来满足他们的需求，包括 Azure 公共云业务、安全软件和 Teams 协作通信套件。在保持乐观的同时，Thill警告说，随着收入基数接近2000亿美元或更多，该公司将很难维持目前的增长速度。</blockquote></p><p> Cowen analyst J. Derrick Wood, keeps his Outperform rating and $320 target on the stock, while noting that industry data points suggest “meaningful growth acceleration” in the quarter for the cloud infrastructure business. He says Azure should grow at least 45% year over year on a constant currency basis, the highest growth in over a year. Combine that with a price increase for Office 365, he writes, and the shares are “poised for stronger performance.”</p><p><blockquote>Cowen 分析师 J. Derrick Wood 维持该股跑赢大盘评级和 320 美元的目标价，同时指出行业数据显示，云基础设施业务本季度将出现 “有意义的增长加速”。他表示，按固定汇率计算，Azure 的同比增长至少 45%，这是一年多来的最高增长率。他写道，再加上 Office 365 的价格上涨，该股 “将迎来更强劲的表现”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/microsoft-stock-earnings-cloud-51634745606?mod=RTA\">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":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-stock-earnings-cloud-51634745606?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151246205","content_text":"Wall Street has high expectations for Microsoft‘s coming earnings report, with two analysts raising their price targets on the stock Wednesday.\nYear to date, the stock is up about 39%. Microsoft’s fiscal first-quarter earnings report is due after the close on Tuesday, Oct. 26.\nWall Street consensus calls for Microsoft (ticker: MSFT) to post September quarter revenue of $44 billion, up 18%, with earnings of $2.07 a share. On the June quarter earnings conference call, the company provided revenue forecasts for each of its three segments. At the top of those ranges, total company revenue would be $44.2 billion.\nOn Wednesday, a pair of analysts lifted price targets on Microsoft shares in anticipation of strong results next week.\nWedbush analyst Dan Ives reiterated his Outperform rating, while upping his target price on the stock to $375 from $350. The stock was down 0.3% in recent trading to $307.18.\n“Our September quarter checks for Microsoft have shown incremental strength again as the Azure cloud growth story is hitting its next gear of growth,” Ives writes in a research note. He expects the company to deliver “another Picasso-like masterpiece quarter with numbers that should handily exceed Street estimates.”\nIves says some on the Street are too bearish about the outlook for Azure coming out of the pandemic and the work-from-home trend. He contends that “deal flow looks incrementally strong,” and calls the stock his “favorite large cap cloud play.”\nJefferies analyst Brent Thill likewise repeats his Buy rating, boosting his target to $375 from $345. But the tone of his note is more muted: He says the current quarter faces the easiest comparison of the new fiscal year, but he also sees challenges ahead.\n“Comps get progressively tougher through fiscal 2022,” he says, though adds that the company can meet them with a “durable growth portfolio,” including the Azure public cloud business, security software, and the Teams collaborative communications suite. While staying bullish, Thill cautions that it will be hard for the company to sustain its current pace of growth as it approaches a revenue base of $200 billion or more.\nCowen analyst J. Derrick Wood, keeps his Outperform rating and $320 target on the stock, while noting that industry data points suggest “meaningful growth acceleration” in the quarter for the cloud infrastructure business. He says Azure should grow at least 45% year over year on a constant currency basis, the highest growth in over a year. Combine that with a price increase for Office 365, he writes, and the shares are “poised for stronger performance.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859155869,"gmtCreate":1634682734272,"gmtModify":1634682734462,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859155869","repostId":"1113211293","repostType":4,"isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827370112,"gmtCreate":1634428302792,"gmtModify":1634428303012,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827370112","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824432221,"gmtCreate":1634345423701,"gmtModify":1634345423960,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824432221","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825584848,"gmtCreate":1634251213238,"gmtModify":1634274405123,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825584848","repostId":"1128641889","repostType":4,"repost":{"id":"1128641889","kind":"news","pubTimestamp":1634227362,"share":"https://www.laohunote.com/m/news/1128641889?lang=zh_CN&edition=full","pubTime":"2021-10-15 00:02","market":"us","language":"en","title":"Tesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.<blockquote>特斯拉是世界上最有价值的汽车股票。就连仇恨者也这么认为。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128641889","media":"Barrons","summary":"Tesla is the world’s most valuable car stock. Even the bears admit it.Thursday, Barclays analyst Brian Johnson raised his price target for Tesla  stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.At $300, Johnson is saying that Tesla stock is worth about $300 billion.  That’s more than Toyota Motor’s  market capitalization of about $28","content":"<p>Tesla&nbsp;is the world’s most valuable car stock. Even the bears admit it.</p><p><blockquote>特斯拉是世界上最有价值的汽车股票。连熊都承认。</blockquote></p><p> Thursday, Barclays analyst Brian Johnson raised his price target for Tesla (ticker: TSLA) stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.</p><p><blockquote>周四，巴克莱分析师 Brian Johnson 将特斯拉（股票代码：TSLA）股票的目标价从 230 美元上调至 300 美元。不过，他仍然给予相当于卖出的股票评级。特斯拉股价周四收于 818.32 美元，远未接近 300 美元。尽管如此，他的目标价格在一个方面被提高到了一个重要水平。</blockquote></p><p> At $300, Johnson is saying that Tesla stock is worth about $300 billion. (Tesla has about 1 billion shares outstanding, making the math easy.) That’s more than&nbsp;Toyota Motor’s&nbsp;(TM) market capitalization of about $287 billion. Another analyst now believes there is no more valuable car company than Tesla.</p><p><blockquote>按 300 美元计算，Johnson 表示特斯拉股票的价值约为 3000 亿美元。(这比丰田汽车（Toyota Motor，TM）约 2870 亿美元的市值还要多）。另一位分析师现在认为，没有比特斯拉更有价值的汽车公司了。</blockquote></p><p> Tesla remains a very controversial stock on Wall Street. Analyst price targets—even removing the top and bottom targets to reduce skew—range from $150 to $1,080 a share. The $930 bull-bear spread is more than 100% of the current stock price and two to three times wider than the average spread for large stocks.</p><p><blockquote>特斯拉仍然是华尔街极具争议的股票。分析师的目标价（甚至删除顶部和底部目标以减少偏差）范围为每股 150 美元至 1,080 美元。930美元的牛熊价差超过当前股价的100%，比大型股票的平均价差宽两到三倍。</blockquote></p><p> The bull-bear spread for&nbsp;Microsoft&nbsp;(MSFT), for instance, is about $100 a share or roughly 33% of the stock’s recent $296.31 price.</p><p><blockquote>例如，微软（MSFT）的牛熊价差约为每股 100 美元，约为该股近期 296.31 美元股价的 33%。</blockquote></p><p> The Tesla controversy boils down, in large part, to a debate about what Tesla is. Bears believe it is a car company and that competition will erode its margins and slow its growth. Bulls believe Tesla is a platform tech company with many businesses—such as stationary power—along with its core car operations and that Tesla’s lead over automotive peers in things such as autonomous driving and battery management software will enable high growth for a decade while maintaining leading EV market share.</p><p><blockquote>特斯拉的争议在很大程度上可以归结为一场关于特斯拉是什么的辩论。看空者认为它是一家汽车公司，竞争将侵蚀其利润并减缓其增长。看涨者认为，特斯拉是一家平台科技公司，除了核心汽车业务外，还拥有固定电源等多项业务，特斯拉在自动驾驶和电池管理软件等领域领先于汽车同行，这将使公司在未来十年内实现高增长，同时保持领先的电动汽车市场份额。</blockquote></p><p> Johnson, for his part, is a traditional auto analyst covering more than 20 companies. He appears to fall in the former camp. He rates&nbsp;General Motors&nbsp;(GM) and&nbsp;Ford Motor&nbsp;(F) stock Buy. Those two stocks trade for single-digit price-to-earnings ratios. Tesla trades for roughly 100 times estimated 2022 earnings.</p><p><blockquote>约翰逊则是一位传统的汽车分析师，负责研究 20 多家公司。他似乎属于前阵营。他将通用汽车 (GM) 和福特汽车 (F) 的股票评级为买入。这两只股票的市盈率为个位数。特斯拉的交易价格约为 2022 年预期收益的 100 倍。</blockquote></p><p> He raised his price target because, despite believing the company is overvalued, things are looking good going into the third-quarter earnings release due October 20.</p><p><blockquote>他提高了目标价，因为尽管认为该公司被高估，但在 10 月 20 日发布的第三季度财报中，情况看起来不错。</blockquote></p><p> For the third quarter, Wall Street is looking for about $1.50 in per-share earnings from $13.5 billion in sales. The company earned $1.45 in adjusted per-share earnings from $12 billion in sales during the second quarter.</p><p><blockquote>华尔街预计第三季度销售额为 135 亿美元，每股收益约为 1.5 美元。该公司第二季度销售额为 120 亿美元，调整后每股收益为 1.45 美元。</blockquote></p><p> Tesla stock has been on a strong run, reflecting the good setup into earnings. Shares are up about 21% over the past three months. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are both down slightly over the same span.</p><p><blockquote>特斯拉股票一直表现强劲，这反映了良好的盈利状况。过去三个月股价上涨了约 21%。标普500和道琼斯工业平均指数在同一时期都略有下跌。</blockquote></p><p> Its stock rose 0.4% to $821.75 in premarket trading.</p><p><blockquote>其股价在盘前交易中上涨 0.4%，至 821.75 美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.<blockquote>特斯拉是世界上最有价值的汽车股票。就连仇恨者也这么认为。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is the World’s Most Valuable Car Stock. Even the Haters Think So.<blockquote>特斯拉是世界上最有价值的汽车股票。就连仇恨者也这么认为。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-15 00:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;is the world’s most valuable car stock. Even the bears admit it.</p><p><blockquote>特斯拉是世界上最有价值的汽车股票。连熊都承认。</blockquote></p><p> Thursday, Barclays analyst Brian Johnson raised his price target for Tesla (ticker: TSLA) stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.</p><p><blockquote>周四，巴克莱分析师 Brian Johnson 将特斯拉（股票代码：TSLA）股票的目标价从 230 美元上调至 300 美元。不过，他仍然给予相当于卖出的股票评级。特斯拉股价周四收于 818.32 美元，远未接近 300 美元。尽管如此，他的目标价格在一个方面被提高到了一个重要水平。</blockquote></p><p> At $300, Johnson is saying that Tesla stock is worth about $300 billion. (Tesla has about 1 billion shares outstanding, making the math easy.) That’s more than&nbsp;Toyota Motor’s&nbsp;(TM) market capitalization of about $287 billion. Another analyst now believes there is no more valuable car company than Tesla.</p><p><blockquote>按 300 美元计算，Johnson 表示特斯拉股票的价值约为 3000 亿美元。(这比丰田汽车（Toyota Motor，TM）约 2870 亿美元的市值还要多）。另一位分析师现在认为，没有比特斯拉更有价值的汽车公司了。</blockquote></p><p> Tesla remains a very controversial stock on Wall Street. Analyst price targets—even removing the top and bottom targets to reduce skew—range from $150 to $1,080 a share. The $930 bull-bear spread is more than 100% of the current stock price and two to three times wider than the average spread for large stocks.</p><p><blockquote>特斯拉仍然是华尔街极具争议的股票。分析师的目标价（甚至删除顶部和底部目标以减少偏差）范围为每股 150 美元至 1,080 美元。930美元的牛熊价差超过当前股价的100%，比大型股票的平均价差宽两到三倍。</blockquote></p><p> The bull-bear spread for&nbsp;Microsoft&nbsp;(MSFT), for instance, is about $100 a share or roughly 33% of the stock’s recent $296.31 price.</p><p><blockquote>例如，微软（MSFT）的牛熊价差约为每股 100 美元，约为该股近期 296.31 美元股价的 33%。</blockquote></p><p> The Tesla controversy boils down, in large part, to a debate about what Tesla is. Bears believe it is a car company and that competition will erode its margins and slow its growth. Bulls believe Tesla is a platform tech company with many businesses—such as stationary power—along with its core car operations and that Tesla’s lead over automotive peers in things such as autonomous driving and battery management software will enable high growth for a decade while maintaining leading EV market share.</p><p><blockquote>特斯拉的争议在很大程度上可以归结为一场关于特斯拉是什么的辩论。看空者认为它是一家汽车公司，竞争将侵蚀其利润并减缓其增长。看涨者认为，特斯拉是一家平台科技公司，除了核心汽车业务外，还拥有固定电源等多项业务，特斯拉在自动驾驶和电池管理软件等领域领先于汽车同行，这将使公司在未来十年内实现高增长，同时保持领先的电动汽车市场份额。</blockquote></p><p> Johnson, for his part, is a traditional auto analyst covering more than 20 companies. He appears to fall in the former camp. He rates&nbsp;General Motors&nbsp;(GM) and&nbsp;Ford Motor&nbsp;(F) stock Buy. Those two stocks trade for single-digit price-to-earnings ratios. Tesla trades for roughly 100 times estimated 2022 earnings.</p><p><blockquote>约翰逊则是一位传统的汽车分析师，负责研究 20 多家公司。他似乎属于前阵营。他将通用汽车 (GM) 和福特汽车 (F) 的股票评级为买入。这两只股票的市盈率为个位数。特斯拉的交易价格约为 2022 年预期收益的 100 倍。</blockquote></p><p> He raised his price target because, despite believing the company is overvalued, things are looking good going into the third-quarter earnings release due October 20.</p><p><blockquote>他提高了目标价，因为尽管认为该公司被高估，但在 10 月 20 日发布的第三季度财报中，情况看起来不错。</blockquote></p><p> For the third quarter, Wall Street is looking for about $1.50 in per-share earnings from $13.5 billion in sales. The company earned $1.45 in adjusted per-share earnings from $12 billion in sales during the second quarter.</p><p><blockquote>华尔街预计第三季度销售额为 135 亿美元，每股收益约为 1.5 美元。该公司第二季度销售额为 120 亿美元，调整后每股收益为 1.45 美元。</blockquote></p><p> Tesla stock has been on a strong run, reflecting the good setup into earnings. Shares are up about 21% over the past three months. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are both down slightly over the same span.</p><p><blockquote>特斯拉股票一直表现强劲，这反映了良好的盈利状况。过去三个月股价上涨了约 21%。标普500和道琼斯工业平均指数在同一时期都略有下跌。</blockquote></p><p> Its stock rose 0.4% to $821.75 in premarket trading.</p><p><blockquote>其股价在盘前交易中上涨 0.4%，至 821.75 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-price-51634217724?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-51634217724?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128641889","content_text":"Tesla is the world’s most valuable car stock. Even the bears admit it.\nThursday, Barclays analyst Brian Johnson raised his price target for Tesla (ticker: TSLA) stock to $300 from $230. He still rates shares the equivalent of Sell, though. And Tesla stock closed Thursday at $818.32—nowhere near $300. Still, his price target was bumped to an important level in one respect.\nAt $300, Johnson is saying that Tesla stock is worth about $300 billion. (Tesla has about 1 billion shares outstanding, making the math easy.) That’s more than Toyota Motor’s (TM) market capitalization of about $287 billion. Another analyst now believes there is no more valuable car company than Tesla.\nTesla remains a very controversial stock on Wall Street. Analyst price targets—even removing the top and bottom targets to reduce skew—range from $150 to $1,080 a share. The $930 bull-bear spread is more than 100% of the current stock price and two to three times wider than the average spread for large stocks.\nThe bull-bear spread for Microsoft (MSFT), for instance, is about $100 a share or roughly 33% of the stock’s recent $296.31 price.\nThe Tesla controversy boils down, in large part, to a debate about what Tesla is. Bears believe it is a car company and that competition will erode its margins and slow its growth. Bulls believe Tesla is a platform tech company with many businesses—such as stationary power—along with its core car operations and that Tesla’s lead over automotive peers in things such as autonomous driving and battery management software will enable high growth for a decade while maintaining leading EV market share.\nJohnson, for his part, is a traditional auto analyst covering more than 20 companies. He appears to fall in the former camp. He rates General Motors (GM) and Ford Motor (F) stock Buy. Those two stocks trade for single-digit price-to-earnings ratios. Tesla trades for roughly 100 times estimated 2022 earnings.\nHe raised his price target because, despite believing the company is overvalued, things are looking good going into the third-quarter earnings release due October 20.\nFor the third quarter, Wall Street is looking for about $1.50 in per-share earnings from $13.5 billion in sales. The company earned $1.45 in adjusted per-share earnings from $12 billion in sales during the second quarter.\nTesla stock has been on a strong run, reflecting the good setup into earnings. Shares are up about 21% over the past three months. The S&P 500 and Dow Jones Industrial Average are both down slightly over the same span.\nIts stock rose 0.4% to $821.75 in premarket trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825585225,"gmtCreate":1634251152740,"gmtModify":1634274401933,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825585225","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohunote.com/m/news/1176037392?lang=zh_CN&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响 iPhone 13 的销售，苹果股价受到打击。这位苹果专家认为，长期投资者不必过于担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13面临供应链问题。零部件短缺可能导致今年苹果设备的产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股 140 美元——这是自 2021 年 7 月初以来超过一秒钟的高位。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新机型。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者了解有不同类型的苹果股票投资者和交易者是很重要的。许多人购买股票是希望短期收益，而另一些人则押注股票的长期收益。事实上，短线交易者可能有充分的理由感到担忧。如果苹果未能达到下一季度 iPhone 销售预期，并且该股因此做出负面反应，该怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会在未来进一步关注苹果的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链中断只会导致销售从一个时期转移到下一个时期。这正是2020年发生的事情，当时新冠肺炎危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年第一阶段的iPhone销售增长情况。请注意，2019年痛苦的收入下降似乎创造了被压抑的需求，由于生产延迟，这些需求在去年第四财季没有得到满足。当这些问题最终得到解决时，2021 财年的收入飙升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019年至2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从 2020 财年开始到现在，iPhone 的平均销量增长率为 14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果的股价仍攀升了 90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次发生变化吗？我认为这是可信的，如果不可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延迟并不是苹果特有的问题。今年从疫情复苏的元器件短缺已被充分记录在案，并且似乎正在全面影响消费科技供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，担心随着全球经济持续反弹，整个行业将表现不佳。但如果要在该领域部署资金，我认为由于一流的供应链管理，苹果是一个比平均水平更安全的选择。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释说，在首席执行官蒂姆-库克（Tim Cook）的领导下，苹果已经成为 “库存管理之王”，库克也是这家库比蒂诺公司的前首席运营官。因此，如果我打赌一家公司能很好地处理供应链问题，它可能是购买力最大、库存管理记录良好的公司。</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>Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</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\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-14 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响 iPhone 13 的销售，苹果股价受到打击。这位苹果专家认为，长期投资者不必过于担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13面临供应链问题。零部件短缺可能导致今年苹果设备的产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股 140 美元——这是自 2021 年 7 月初以来超过一秒钟的高位。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新机型。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者了解有不同类型的苹果股票投资者和交易者是很重要的。许多人购买股票是希望短期收益，而另一些人则押注股票的长期收益。事实上，短线交易者可能有充分的理由感到担忧。如果苹果未能达到下一季度 iPhone 销售预期，并且该股因此做出负面反应，该怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会在未来进一步关注苹果的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链中断只会导致销售从一个时期转移到下一个时期。这正是2020年发生的事情，当时新冠肺炎危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年第一阶段的iPhone销售增长情况。请注意，2019年痛苦的收入下降似乎创造了被压抑的需求，由于生产延迟，这些需求在去年第四财季没有得到满足。当这些问题最终得到解决时，2021 财年的收入飙升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019年至2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从 2020 财年开始到现在，iPhone 的平均销量增长率为 14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果的股价仍攀升了 90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次发生变化吗？我认为这是可信的，如果不可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延迟并不是苹果特有的问题。今年从疫情复苏的元器件短缺已被充分记录在案，并且似乎正在全面影响消费科技供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，担心随着全球经济持续反弹，整个行业将表现不佳。但如果要在该领域部署资金，我认为由于一流的供应链管理，苹果是一个比平均水平更安全的选择。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释说，在首席执行官蒂姆-库克（Tim Cook）的领导下，苹果已经成为 “库存管理之王”，库克也是这家库比蒂诺公司的前首席运营官。因此，如果我打赌一家公司能很好地处理供应链问题，它可能是购买力最大、库存管理记录良好的公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">TheStreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825585086,"gmtCreate":1634251134600,"gmtModify":1634274407894,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825585086","repostId":"1176037392","repostType":4,"repost":{"id":"1176037392","kind":"news","pubTimestamp":1634217624,"share":"https://www.laohunote.com/m/news/1176037392?lang=zh_CN&edition=full","pubTime":"2021-10-14 21:20","market":"us","language":"en","title":"Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176037392","media":"TheStreet","summary":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales","content":"<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响 iPhone 13 的销售，苹果股价受到打击。这位苹果专家认为，长期投资者不必过于担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13面临供应链问题。零部件短缺可能导致今年苹果设备的产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股 140 美元——这是自 2021 年 7 月初以来超过一秒钟的高位。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新机型。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者了解有不同类型的苹果股票投资者和交易者是很重要的。许多人购买股票是希望短期收益，而另一些人则押注股票的长期收益。事实上，短线交易者可能有充分的理由感到担忧。如果苹果未能达到下一季度 iPhone 销售预期，并且该股因此做出负面反应，该怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会在未来进一步关注苹果的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链中断只会导致销售从一个时期转移到下一个时期。这正是2020年发生的事情，当时新冠肺炎危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年第一阶段的iPhone销售增长情况。请注意，2019年痛苦的收入下降似乎创造了被压抑的需求，由于生产延迟，这些需求在去年第四财季没有得到满足。当这些问题最终得到解决时，2021 财年的收入飙升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019年至2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从 2020 财年开始到现在，iPhone 的平均销量增长率为 14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果的股价仍攀升了 90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次发生变化吗？我认为这是可信的，如果不可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延迟并不是苹果特有的问题。今年从疫情复苏的元器件短缺已被充分记录在案，并且似乎正在全面影响消费科技供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，担心随着全球经济持续反弹，整个行业将表现不佳。但如果要在该领域部署资金，我认为由于一流的供应链管理，苹果是一个比平均水平更安全的选择。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释说，在首席执行官蒂姆-库克（Tim Cook）的领导下，苹果已经成为 “库存管理之王”，库克也是这家库比蒂诺公司的前首席运营官。因此，如果我打赌一家公司能很好地处理供应链问题，它可能是购买力最大、库存管理记录良好的公司。</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>Why iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</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\">\nWhy iPhone Supply Hiccup Is Not A Problem For Apple Stock<blockquote>为什么 iPhone 供应中断对苹果股票来说不是问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-14 21:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.</p><p><blockquote>由于有报道称零部件短缺可能影响 iPhone 13 的销售，苹果股价受到打击。这位苹果专家认为，长期投资者不必过于担心。</blockquote></p><p> The recent news has not been very favorable for Apple&nbsp;and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.</p><p><blockquote>最近的消息对苹果及其股票来说并不是很有利。据彭博社报道，iPhone 13面临供应链问题。零部件短缺可能导致今年苹果设备的产量下降1000万台。</blockquote></p><p> Apple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.</p><p><blockquote>报告发布后，苹果股价并未暴跌，但再次跌破每股 140 美元——这是自 2021 年 7 月初以来超过一秒钟的高位。然而，这位苹果专家认为，长期投资者不应该担心最近涉及iPhone的发展。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7c2295e5c2fd9f6f41f8a86c0a4c8ce\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: iPhone 13 new model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：iPhone 13新机型。</span></p></blockquote></p><p> <b>This seems familiar…</b></p><p><blockquote><b>这似乎很熟悉……</b></blockquote></p><p> First, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?</p><p><blockquote>首先，读者了解有不同类型的苹果股票投资者和交易者是很重要的。许多人购买股票是希望短期收益，而另一些人则押注股票的长期收益。事实上，短线交易者可能有充分的理由感到担忧。如果苹果未能达到下一季度 iPhone 销售预期，并且该股因此做出负面反应，该怎么办？</blockquote></p><p> But long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that&nbsp;demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.</p><p><blockquote>但长期持有者可能会在未来进一步关注苹果的业务基本面。有足够多的报道表明，对iPhone 13的需求一直很高，可能甚至比对已经成功的iPhone 12的需求还要好。</blockquote></p><p> If enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.</p><p><blockquote>如果对一种产品有足够的需求，有理由认为暂时的供应链中断只会导致销售从一个时期转移到下一个时期。这正是2020年发生的事情，当时新冠肺炎危机导致iPhone 12在假期晚些时候亮相并推出。</blockquote></p><p> The chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.</p><p><blockquote>下图显示了2019财年和2020财年以及今年第一阶段的iPhone销售增长情况。请注意，2019年痛苦的收入下降似乎创造了被压抑的需求，由于生产延迟，这些需求在去年第四财季没有得到满足。当这些问题最终得到解决时，2021 财年的收入飙升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f351ccb2a56f417bb16d8f0246fcc4\" tg-width=\"804\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone growth from 2019 to 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：2019年至2021年iPhone增长情况。</span></p></blockquote></p><p> Average iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.</p><p><blockquote>从 2020 财年开始到现在，iPhone 的平均销量增长率为 14%，尽管每个季度的收入都非常不稳定。同期，尽管去年存在供应链问题，苹果的股价仍攀升了 90%。</blockquote></p><p> Could the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.</p><p><blockquote>当前的零部件短缺会导致收入再次发生变化吗？我认为这是可信的，如果不可能的话。</blockquote></p><p> <b>Apple is a good place to hide</b></p><p><blockquote><b>苹果是个藏身的好地方</b></blockquote></p><p> To be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.</p><p><blockquote>需要明确的是，所谓的生产延迟并不是苹果特有的问题。今年从疫情复苏的元器件短缺已被充分记录在案，并且似乎正在全面影响消费科技供应商。</blockquote></p><p> Of course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.</p><p><blockquote>当然，投资者可以选择根本不投资科技行业，担心随着全球经济持续反弹，整个行业将表现不佳。但如果要在该领域部署资金，我认为由于一流的供应链管理，苹果是一个比平均水平更安全的选择。</blockquote></p><p> Last year, I explained in more detail that Apple&nbsp;has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.</p><p><blockquote>去年，我更详细地解释说，在首席执行官蒂姆-库克（Tim Cook）的领导下，苹果已经成为 “库存管理之王”，库克也是这家库比蒂诺公司的前首席运营官。因此，如果我打赌一家公司能很好地处理供应链问题，它可能是购买力最大、库存管理记录良好的公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock\">TheStreet</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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/why-iphone-supply-hiccup-is-not-a-problem-for-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176037392","content_text":"Apple stock has taken a hit due to reports of a component shortage that could impact iPhone 13 sales. The Apple Maven thinks that long-term investors should not worry much.\nThe recent news has not been very favorable for Apple and its shares. According to Bloomberg, the iPhone 13 isfacingsupply chain issues. The component shortage could cause the number of Apple devices produced to drop by 10 million this year.\nApple stock has not fallen apart following the report, but it dipped below $140 apiece once again – levels not seen for more than a hot second since the start of July 2021. However, the Apple Maven believes that long-term investors should not worry about the recent developments involving the iPhone.\nFigure 1: iPhone 13 new model.\nThis seems familiar…\nFirst, it is important for readers to understand that there are different types of Apple stock investors and traders. Many buy shares in hopes of short-term gains, while others bet on the stock for the long haul. Short-term traders may, in fact, have good reasons to be concerned. What if Apple misses iPhone sales expectations in the next quarter, and the stock reacts negatively as a result?\nBut long-term holders are probably looking at Apple’s business fundamentals further out in the future. There have been enough reports suggesting that demand for the iPhone 13 has been high, probably even better than demand for the already successful iPhone 12.\nIf enough demand for a product exists, it is reasonable to think that temporary supply chain hiccups will only cause sales to shift from one period to the next. This is exactly what happened in 2020, when the COVID-19 crisis caused the iPhone 12 to be unveiled and launched later in the holiday season.\nThe chart below shows iPhone sales growth in fiscal 2019 and 2020, and in the first periods of the current year. Notice how the painful revenue decline in 2019 seems to have created pent-up demand that was not met in fiscal Q4 of last year, due to the production delays. When those were finally resolved, fiscal 2021 revenues shot through the roof.\nFigure 2: iPhone growth from 2019 to 2021.\nAverage iPhone sales growth between the start of fiscal 2020 and now turned out to be a healthy 14%, although revenues were very lumpy from quarter to quarter. During the same period, and despite last year’s supply chain problems, Apple stock climbed 90%.\nCould the current component shortage cause revenues to merely shift around the calendar once again? I think it is plausible, if not likely.\nApple is a good place to hide\nTo be clear, the alleged production delays is not an Apple-specific problem. Component shortages in this year of recovery from the pandemic has been well documented and seems to be impacting consumer tech vendors across the board.\nOf course, an investor can choose not to commit to the tech sector at all, fearing that the whole industry will underperform as the global economies continue to bounce back. But if money is to be deployed in the space, I think that Apple is a safer-than-average bet due to best-in-class supply chain management.\nLast year, I explained in more detail that Apple has become “king of inventory management”under CEO Tim Cook – who is also the Cupertino company’s former COO. Therefore, were I to bet on one company handling supply chain issues well, it would probably be the one with most purchasing power and a solid track record at managing inventory.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820410909,"gmtCreate":1633413828740,"gmtModify":1633413828906,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820410909","repostId":"1121300578","repostType":4,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862826811,"gmtCreate":1632871066460,"gmtModify":1632871066563,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862826811","repostId":"2171160258","repostType":4,"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866570948,"gmtCreate":1632793342084,"gmtModify":1632797574119,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866570948","repostId":"1112226714","repostType":4,"repost":{"id":"1112226714","kind":"news","pubTimestamp":1632792670,"share":"https://www.laohunote.com/m/news/1112226714?lang=zh_CN&edition=full","pubTime":"2021-09-28 09:31","market":"us","language":"en","title":"Is GE Stock A Buy After Q2 Earnings Beat?<blockquote>第二季度盈利超出预期后，通用电气股票值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112226714","media":"investors","summary":"General Electric's (GE) turnaround continues to gain traction as the aviation sector slowly recovers","content":"<p><b>General Electric</b>'s (GE) turnaround continues to gain traction as the aviation sector slowly recovers from the coronavirus pandemic. Is GE stock a buy right now?</p><p><blockquote><b>通用电气</b>随着航空业从冠状病毒大流行中缓慢复苏，(GE) 的扭亏为盈继续获得动力。GE 股票现在值得买入吗？</blockquote></p><p> In the second quarter, GE beat earnings views, while warning on inflationary pressures ahead. Wall Street generally took the view that General Electric continues to transform into a simpler and stronger company.</p><p><blockquote>第二季度，通用电气超出了盈利预期，同时对未来的通胀压力发出警告。华尔街普遍认为，通用电气将继续转型为一家更简单、更强大的公司。</blockquote></p><p> <b>GE Stock Technical Analysis</b></p><p><blockquote><b>GE 股票技术分析</b></blockquote></p><p> Shares are forming a cup-shaped base with a 115.30buy point, according toMarketSmith chart analysis. GE stock sits 9% below the entry, meaning it is far from a proper buying zone still. The industrial stock based around the 10-week line, but is back above that support level on thestock market today.</p><p><blockquote>根据 MarketSmith 图表分析，股价正在形成一个杯形底部，买入点为 115.30。通用电气股价比入场点低 9%，这意味着它距离合适的买入区域还很远。工业股位于 10 周线附近，但今天已回到股市支撑位上方。</blockquote></p><p> Therelative strength linefor GE stock is falling again. It rallied late last year and in early 2021, within a multi-year downtrend. A rising RS line means that a stock is outperforming the S&amp;P 500 index. It is the blue line in the chart shown.</p><p><blockquote>通用电气股票的相对强弱线再次下降。它在去年年底和 2021 年初反弹，处于多年下降趋势。上升的 RS 线意味着一只股票的表现优于标普500指数。它是所示图表中的蓝线。</blockquote></p><p> The industrial giant earns a dull&nbsp;IBD Composite Ratingof 60 out of 99. The rating combines key technical and fundamental metrics in a single score.</p><p><blockquote>这家工业巨头的 IBD 综合评级为 60 分（满分 99 分）。该评级将关键技术和基本面指标结合在一个分数中。</blockquote></p><p> General Electric owns anRS Ratingof 83, meaning it has outperformed 83% of all stocks over the past year. TheAccumulation/Distribution Ratingis a C+, on a scale of A+ to a worst E. It's a sign of roughly equal buying and selling of GE shares by big institutions over the past 13 weeks.</p><p><blockquote>通用电气的 anRS 评级为 83，这意味着它在过去一年中的表现优于所有股票的 83%。累积/分配评级为 C+，从 A+ 到最差 E。这表明过去 13 周内大型机构对 GE 股票的买卖量大致相等。</blockquote></p><p> GE remains a popular stock with strong institutional support. As of June, 1,914 funds owned shares. GE stock shows three quarters of rising fund ownership, according to theIBD Stock Checkup tool.</p><p><blockquote>GE 仍然是一只拥有强大机构支持的热门股票。截至6月，共有1914只基金持有股票。根据 theIBD 股票检查工具，GE 股票显示四分之三的基金持股量正在上升。</blockquote></p><p> <b>GE Earnings And Fundamental Analysis</b></p><p><blockquote><b>GE 盈利和基本面分析</b></blockquote></p><p> On key earnings and sales metrics, GE stock earns anEPS Ratingof 45 out of a best-possible 99, and anSMR Ratingof E, on a scale of A+ (best) to E (worst). The EPS Rating compares a company's earnings per share growth vs. all other companies, and its SMR Rating reflects sales growth, profit margins and return on equity.</p><p><blockquote>在关键盈利和销售指标方面，GE 股票的 anEPS 评级为 45 分（满分 99 分），anSMR 评级为 E，范围为 A+（最佳）至 E（最差）。每股收益评级比较了一家公司与所有其他公司的每股收益增长情况，其 SMR 评级反映了销售增长、利润率和股本回报率。</blockquote></p><p> In recent years, GE shed a biotech unit, its light bulb business, and a majority stake in its oil field services business. In March, GE announced a $30 billion deal merging its aircraft-leasing unit with<b>AerCap</b>(AER), using proceeds to lower debt. The deal is set to close by the end of 2021.</p><p><blockquote>近年来，通用电气剥离了生物技术部门、灯泡业务以及油田服务业务的多数股权。今年 3 月，通用电气宣布了一项价值 300 亿美元的交易，将其飞机租赁部门与<b>空气帽</b>（AER），用收益来降低债务。该交易将于 2021 年底完成。</blockquote></p><p> For Q2,GE earned five cents a share, beating views. Revenue rose 9% and also beat. In GE's business segments, revenue increased 10% in aviation, 3% in power, 14% in health care and 16% in renewable energy segment. And GE's industrial businesses generated roughly $400 million in cash vs. a year-ago cash burn of $2.068 billion, highlighting progress in its turnaround strategy.</p><p><blockquote>第二季度，通用电气每股收益 5 美分，超出预期。收入增长 9%，也超过了预期。在通用电气的业务部门中，航空部门的收入增长了 10%，电力部门增长了 3%，医疗保健部门增长了 14%，可再生能源部门的收入增长了 16%。通用电气的工业业务产生了约 4 亿美元的现金，而一年前的现金消耗为 20.68 亿美元，凸显了其扭亏为盈战略的进展。</blockquote></p><p> \"Momentum is building across our businesses, driven by health care and services overall, with aviation showing early signs of recovery,\" CEO Larry Culp said in a statement. GE also raised its free cash flow outlook for the full year to $3.5 billion-$5 billion, while keeping EPS guidance steady. But General Electric faces intensifying inflationary pressure, Culp warned.</p><p><blockquote>首席执行官拉里·卡尔普 (Larry Culp) 在一份声明中表示：“在医疗保健和整体服务的推动下，我们所有业务的势头都在增强，航空业显示出复苏的早期迹象。”通用电气还将全年自由现金流预期上调至35亿至50亿美元，同时保持每股收益指引稳定。但卡尔普警告说，通用电气面临着日益加剧的通胀压力。</blockquote></p><p> The FCF measure is closely watched as a sign of the health of GE's operations and its ability to pay down debts. In 2020, GE generated $606 million in FCF, down 66%, but beating its own guidance. In fact, General Electric turned cash-positive a year ahead of schedule.</p><p><blockquote>自由现金流指标受到密切关注，被视为通用电气运营健康状况及其偿还债务能力的标志。2020 年，通用电气产生了 6.06 亿美元的自由现金流，下降了 66%，但超出了自己的指导。事实上，通用电气提前一年实现了现金盈利。</blockquote></p><p> For full-year 2021, analysts forecast GE earnings of $1.97 per share, up from just eight cents a share in 2020. But that would still be below 2019 EPS of $5.20, FactSet says. GE earnings are likely to more than double to $4.10 a share in 2022 as sales increase 6%.</p><p><blockquote>分析师预测 2021 年全年通用电气每股收益为 1.97 美元，高于 2020 年的每股 8 美分。但FactSet表示，这仍低于2019年5.20美元的每股收益。随着销售额增长 6%，通用电气 2022 年盈利可能会翻一番以上，达到每股 4.10 美元。</blockquote></p><p> Out of 21 analysts on Wall Street, 13 rate GE stock a buy and eight have a hold, while none has a sell, according to FactSet.</p><p><blockquote>FactSet 的数据显示，在华尔街 21 名分析师中，13 名分析师将 GE 股票评级为买入，8 名分析师将其评级为持有，而没有人将其评级为卖出。</blockquote></p><p> <b>Headwinds For GE Aviation Lifted</b></p><p><blockquote><b>通用电气航空公司的阻力消除</b></blockquote></p><p> GE Aviation makes jet engines for plane makers, such as<b>Boeing</b>(BA) and<b>Airbus</b>(EADSY). It also runs a lucrative aftermarket business for engine repair and maintenance.</p><p><blockquote>GE Aviation 为飞机制造商制造喷气发动机，例如<b>波音</b>(BA)和<b>空中客车</b>（伊德西）。它还经营着利润丰厚的发动机维修和保养售后业务。</blockquote></p><p> In 2020, Boeing halted production of the 737 Max jet for a few months after two fatal flights, which weighed on Leap engine sales. On top of that,airlines parked planes and delayed or canceled ordersdue to the pandemic. Engine shop visits slowed while leasing customers sought short-term deferrals. As a result, GE Aviation slashed jobs by 25% and later warned of more cuts.</p><p><blockquote>2020 年，波音公司在两次致命飞行后暂停了 737 Max 喷气式飞机的生产几个月，这给 Leap 发动机的销售带来了压力。最重要的是，由于疫情，航空公司停飞飞机并推迟或取消订单。发动机修理厂的访问量放缓，而租赁客户寻求短期延期。因此，GE Aviation 裁员 25%，后来警告称将进行更多裁员。</blockquote></p><p> Now the Boeing 737 Max is flying again and airlines are starting to order planes again. Meanwhile, the market continues to shift from wide-bodies to longer-range, narrow-body aircraft, benefiting General Electric. A GE joint venture dominates the market for narrow-body jet engines.</p><p><blockquote>现在波音737 Max再次飞行，航空公司开始再次订购飞机。与此同时，市场继续从宽体飞机转向航程更远、窄体飞机，这有利于通用电气。通用电气的一家合资企业主导了窄体喷气发动机市场。</blockquote></p><p> The jet-leasing deal with Ireland's AerCap marks the biggest splash so far in CEO Culp's turnaround campaign.</p><p><blockquote>与爱尔兰 AerCap 的喷气式飞机租赁协议标志着首席执行官卡尔普迄今为止扭亏为盈的最大举措。</blockquote></p><p> Proceeds from the deal allowed GE to cut debt by $30 billion and bring the total slashed since 2018 to $70 billion. Eventually, General Electric is expected to exit jet leasing altogether, though it's taking a 46% stake in the combined company for now.</p><p><blockquote>交易收益使通用电气削减了 300 亿美元的债务，使自 2018 年以来的债务总额达到 700 亿美元。最终，通用电气预计将完全退出喷气式飞机租赁业务，尽管它目前持有合并后公司 46% 的股份。</blockquote></p><p></p><p> <b>Growing Momentum For GE Stock</b></p><p><blockquote><b>GE 股票增长势头</b></blockquote></p><p> CEO Culp's top priorityis improving General Electric's financial position, while strengthening GE's industrial core, as a maker of jet engines, gas turbines, wind turbines and hospital equipment.</p><p><blockquote>首席执行官卡尔普的首要任务是改善通用电气的财务状况，同时加强通用电气作为喷气发动机、燃气轮机、风力涡轮机和医院设备制造商的工业核心。</blockquote></p><p> In 2017, GE began a vast and costly restructuring. Poorly timed acquisitions and some execution missteps caused debt to balloon and GE earnings and cash to crumble.</p><p><blockquote>2017年，通用电气开始了大规模且昂贵的重组。时机不当的收购和一些执行失误导致债务膨胀，通用电气的盈利和现金崩溃。</blockquote></p><p> The coronavirus pandemic hit GE Aviation — once its \"crown jewel\" — hardest. But GE now touts recovery or stabilization in key business segments, including aviation, gas power and health care.</p><p><blockquote>冠状病毒疫情对通用电气航空公司——曾经的“皇冠上的明珠”——打击最大。但通用电气现在吹嘘关键业务部门的复苏或稳定，包括航空、天然气电力和医疗保健。</blockquote></p><p> Meanwhile, General Electric settled certain SEC investigations, while slashing billions in costs and debts. Those moves helped to remove legal and financial overhangs, de-risking GE stock.</p><p><blockquote>与此同时，通用电气解决了美国证券交易委员会的某些调查，同时削减了数十亿美元的成本和债务。这些举措有助于消除法律和财务问题，降低通用电气股票的风险。</blockquote></p><p> GE continues to expect an aviation recoveryin the second half of 2021. But it's monitoring the Covid-19 delta variant.</p><p><blockquote>GE 继续预计航空业将在 2021 年下半年复苏。但它正在监控新冠肺炎德尔塔变异毒株。</blockquote></p><p> Other core businesses aren't out of the woods. For example, GE Power is stabilizing after a terrible slump in the market for coal- and gas turbines to generate electricity. But demand continues to shift to wind and solar energy, where GE has an emerging business.</p><p><blockquote>其他核心业务也没有走出困境。例如，GE Power 在燃煤和燃气轮机发电市场严重下滑后正在企稳。但需求继续转向风能和太阳能，通用电气在这些领域拥有新兴业务。</blockquote></p><p> Still, as GE's financial condition improves, hopes for the dividend could follow. In December 2018, a cash-challenged General Electric slashed the quarterly dividend to a token penny a share. An earlier cut, announced in November 2017 along with a broad restructuring, had halved the dividend to 12 cents.</p><p><blockquote>尽管如此，随着通用电气财务状况的改善，股息的希望可能会随之而来。2018 年 12 月，面临现金挑战的通用电气公司将季度股息削减至每股象征性的 1 美分。2017 年 11 月宣布的早期削减以及广泛的重组将股息减半至 12 美分。</blockquote></p><p> The cuts rattled investors, who prized GE stock for its long and reliable history of paying dividends. GE stock's current 4-cent annual payout offers a yield of 0.3%.</p><p><blockquote>此次削减令投资者感到不安，他们看重通用电气股票长期可靠的股息支付历史。GE 股票目前的年派息为 4 美分，收益率为 0.3%。</blockquote></p><p> <b>Rivals To General Electric</b></p><p><blockquote><b>通用电气的竞争对手</b></blockquote></p><p> Rivals to General Electric include<b>Raytheon Technologies</b>(RTX) and Siemens Energy.</p><p><blockquote>通用电气的竞争对手包括<b>雷神技术公司</b>（RTX）和西门子能源。</blockquote></p><p> Raytheon and Rolls-Royce of Britain are major jet-engine rivals. Siemens Energy competes with GE in power. It emerged in September after<b>Siemens</b>(SIEGY) spun off its low-margin gas turbine business. Japan's Mitsubishi Hitachi is another big power rival.</p><p><blockquote>英国雷神公司和劳斯莱斯公司是喷气发动机的主要竞争对手。西门子能源与通用电气在动力上竞争。它于九月出现<b>西门子</b>(SIEGY) 剥离了其低利润的燃气轮机业务。日本三菱日立是另一个大国竞争对手。</blockquote></p><p> The diversified operations group ranks No. 109 out of 197 industry groups tracked by IBD. It includes<b>3M</b>(MMM),<b>Honeywell</b>(HON) and<b>Roper Technologies</b>(ROP).</p><p><blockquote>多元化运营集团在IBD追踪的197个行业集团中排名第109位。它包括<b>3M</b>（3M），<b>霍尼韦尔</b>（阁下）及<b>罗珀技术公司</b>（罗普）。</blockquote></p><p> <b>Is GE Stock A Buy Now?</b></p><p><blockquote><b>GE 股票现在值得买入吗？</b></blockquote></p><p> General Electric is making progress in its long, ambitious turnaround. GE earnings and cash flow are expected to further improve in 2021, with the Boeing 737 Max flying again. Signs continue to mount of a slow recovery in the airline industry, and the broader economy is recovering as well.</p><p><blockquote>通用电气正在其漫长而雄心勃勃的扭亏为盈中取得进展。随着波音737 Max再次飞行，GE的盈利和现金流预计将在2021年进一步改善。航空业缓慢复苏的迹象不断增加，更广泛的经济也在复苏。</blockquote></p><p> Moreover, GE's financial position continues to improve as it lowers debt and costs. The jet-leasing deal with AerCap should further help GE's balance sheet.</p><p><blockquote>此外，随着通用电气降低债务和成本，其财务状况持续改善。与 AerCap 的喷气式飞机租赁协议应该会进一步帮助通用电气的资产负债表。</blockquote></p><p> Many analysts on Wall Street are bullish about GE's current leadership and improving fundamentals. But others remain on the sidelines. And General Electric does not belong to a leading industry group.</p><p><blockquote>华尔街许多分析师看好通用电气目前的领导层和基本面的改善。但其他人仍在观望。而通用电气不属于领先的行业集团。</blockquote></p><p> From a technical perspective, GE stock offers a 115.30buy point.&nbsp;But shares are well below the entry and theRS lineis lackluster.</p><p><blockquote>从技术角度来看，通用电气股票提供了 115.30 的买入点。但股价远低于入场点，而且股价表现平淡。</blockquote></p><p> Bottom line: GE stock is not a buy.</p><p><blockquote>底线：通用电气股票不值得买入。</blockquote></p><p></p>","source":"lsy1610449120050","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>Is GE Stock A Buy After Q2 Earnings Beat?<blockquote>第二季度盈利超出预期后，通用电气股票值得买入吗？</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\">\nIs GE Stock A Buy After Q2 Earnings Beat?<blockquote>第二季度盈利超出预期后，通用电气股票值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-09-28 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>General Electric</b>'s (GE) turnaround continues to gain traction as the aviation sector slowly recovers from the coronavirus pandemic. Is GE stock a buy right now?</p><p><blockquote><b>通用电气</b>随着航空业从冠状病毒大流行中缓慢复苏，(GE) 的扭亏为盈继续获得动力。GE 股票现在值得买入吗？</blockquote></p><p> In the second quarter, GE beat earnings views, while warning on inflationary pressures ahead. Wall Street generally took the view that General Electric continues to transform into a simpler and stronger company.</p><p><blockquote>第二季度，通用电气超出了盈利预期，同时对未来的通胀压力发出警告。华尔街普遍认为，通用电气将继续转型为一家更简单、更强大的公司。</blockquote></p><p> <b>GE Stock Technical Analysis</b></p><p><blockquote><b>GE 股票技术分析</b></blockquote></p><p> Shares are forming a cup-shaped base with a 115.30buy point, according toMarketSmith chart analysis. GE stock sits 9% below the entry, meaning it is far from a proper buying zone still. The industrial stock based around the 10-week line, but is back above that support level on thestock market today.</p><p><blockquote>根据 MarketSmith 图表分析，股价正在形成一个杯形底部，买入点为 115.30。通用电气股价比入场点低 9%，这意味着它距离合适的买入区域还很远。工业股位于 10 周线附近，但今天已回到股市支撑位上方。</blockquote></p><p> Therelative strength linefor GE stock is falling again. It rallied late last year and in early 2021, within a multi-year downtrend. A rising RS line means that a stock is outperforming the S&amp;P 500 index. It is the blue line in the chart shown.</p><p><blockquote>通用电气股票的相对强弱线再次下降。它在去年年底和 2021 年初反弹，处于多年下降趋势。上升的 RS 线意味着一只股票的表现优于标普500指数。它是所示图表中的蓝线。</blockquote></p><p> The industrial giant earns a dull&nbsp;IBD Composite Ratingof 60 out of 99. The rating combines key technical and fundamental metrics in a single score.</p><p><blockquote>这家工业巨头的 IBD 综合评级为 60 分（满分 99 分）。该评级将关键技术和基本面指标结合在一个分数中。</blockquote></p><p> General Electric owns anRS Ratingof 83, meaning it has outperformed 83% of all stocks over the past year. TheAccumulation/Distribution Ratingis a C+, on a scale of A+ to a worst E. It's a sign of roughly equal buying and selling of GE shares by big institutions over the past 13 weeks.</p><p><blockquote>通用电气的 anRS 评级为 83，这意味着它在过去一年中的表现优于所有股票的 83%。累积/分配评级为 C+，从 A+ 到最差 E。这表明过去 13 周内大型机构对 GE 股票的买卖量大致相等。</blockquote></p><p> GE remains a popular stock with strong institutional support. As of June, 1,914 funds owned shares. GE stock shows three quarters of rising fund ownership, according to theIBD Stock Checkup tool.</p><p><blockquote>GE 仍然是一只拥有强大机构支持的热门股票。截至6月，共有1914只基金持有股票。根据 theIBD 股票检查工具，GE 股票显示四分之三的基金持股量正在上升。</blockquote></p><p> <b>GE Earnings And Fundamental Analysis</b></p><p><blockquote><b>GE 盈利和基本面分析</b></blockquote></p><p> On key earnings and sales metrics, GE stock earns anEPS Ratingof 45 out of a best-possible 99, and anSMR Ratingof E, on a scale of A+ (best) to E (worst). The EPS Rating compares a company's earnings per share growth vs. all other companies, and its SMR Rating reflects sales growth, profit margins and return on equity.</p><p><blockquote>在关键盈利和销售指标方面，GE 股票的 anEPS 评级为 45 分（满分 99 分），anSMR 评级为 E，范围为 A+（最佳）至 E（最差）。每股收益评级比较了一家公司与所有其他公司的每股收益增长情况，其 SMR 评级反映了销售增长、利润率和股本回报率。</blockquote></p><p> In recent years, GE shed a biotech unit, its light bulb business, and a majority stake in its oil field services business. In March, GE announced a $30 billion deal merging its aircraft-leasing unit with<b>AerCap</b>(AER), using proceeds to lower debt. The deal is set to close by the end of 2021.</p><p><blockquote>近年来，通用电气剥离了生物技术部门、灯泡业务以及油田服务业务的多数股权。今年 3 月，通用电气宣布了一项价值 300 亿美元的交易，将其飞机租赁部门与<b>空气帽</b>（AER），用收益来降低债务。该交易将于 2021 年底完成。</blockquote></p><p> For Q2,GE earned five cents a share, beating views. Revenue rose 9% and also beat. In GE's business segments, revenue increased 10% in aviation, 3% in power, 14% in health care and 16% in renewable energy segment. And GE's industrial businesses generated roughly $400 million in cash vs. a year-ago cash burn of $2.068 billion, highlighting progress in its turnaround strategy.</p><p><blockquote>第二季度，通用电气每股收益 5 美分，超出预期。收入增长 9%，也超过了预期。在通用电气的业务部门中，航空部门的收入增长了 10%，电力部门增长了 3%，医疗保健部门增长了 14%，可再生能源部门的收入增长了 16%。通用电气的工业业务产生了约 4 亿美元的现金，而一年前的现金消耗为 20.68 亿美元，凸显了其扭亏为盈战略的进展。</blockquote></p><p> \"Momentum is building across our businesses, driven by health care and services overall, with aviation showing early signs of recovery,\" CEO Larry Culp said in a statement. GE also raised its free cash flow outlook for the full year to $3.5 billion-$5 billion, while keeping EPS guidance steady. But General Electric faces intensifying inflationary pressure, Culp warned.</p><p><blockquote>首席执行官拉里·卡尔普 (Larry Culp) 在一份声明中表示：“在医疗保健和整体服务的推动下，我们所有业务的势头都在增强，航空业显示出复苏的早期迹象。”通用电气还将全年自由现金流预期上调至35亿至50亿美元，同时保持每股收益指引稳定。但卡尔普警告说，通用电气面临着日益加剧的通胀压力。</blockquote></p><p> The FCF measure is closely watched as a sign of the health of GE's operations and its ability to pay down debts. In 2020, GE generated $606 million in FCF, down 66%, but beating its own guidance. In fact, General Electric turned cash-positive a year ahead of schedule.</p><p><blockquote>自由现金流指标受到密切关注，被视为通用电气运营健康状况及其偿还债务能力的标志。2020 年，通用电气产生了 6.06 亿美元的自由现金流，下降了 66%，但超出了自己的指导。事实上，通用电气提前一年实现了现金盈利。</blockquote></p><p> For full-year 2021, analysts forecast GE earnings of $1.97 per share, up from just eight cents a share in 2020. But that would still be below 2019 EPS of $5.20, FactSet says. GE earnings are likely to more than double to $4.10 a share in 2022 as sales increase 6%.</p><p><blockquote>分析师预测 2021 年全年通用电气每股收益为 1.97 美元，高于 2020 年的每股 8 美分。但FactSet表示，这仍低于2019年5.20美元的每股收益。随着销售额增长 6%，通用电气 2022 年盈利可能会翻一番以上，达到每股 4.10 美元。</blockquote></p><p> Out of 21 analysts on Wall Street, 13 rate GE stock a buy and eight have a hold, while none has a sell, according to FactSet.</p><p><blockquote>FactSet 的数据显示，在华尔街 21 名分析师中，13 名分析师将 GE 股票评级为买入，8 名分析师将其评级为持有，而没有人将其评级为卖出。</blockquote></p><p> <b>Headwinds For GE Aviation Lifted</b></p><p><blockquote><b>通用电气航空公司的阻力消除</b></blockquote></p><p> GE Aviation makes jet engines for plane makers, such as<b>Boeing</b>(BA) and<b>Airbus</b>(EADSY). It also runs a lucrative aftermarket business for engine repair and maintenance.</p><p><blockquote>GE Aviation 为飞机制造商制造喷气发动机，例如<b>波音</b>(BA)和<b>空中客车</b>（伊德西）。它还经营着利润丰厚的发动机维修和保养售后业务。</blockquote></p><p> In 2020, Boeing halted production of the 737 Max jet for a few months after two fatal flights, which weighed on Leap engine sales. On top of that,airlines parked planes and delayed or canceled ordersdue to the pandemic. Engine shop visits slowed while leasing customers sought short-term deferrals. As a result, GE Aviation slashed jobs by 25% and later warned of more cuts.</p><p><blockquote>2020 年，波音公司在两次致命飞行后暂停了 737 Max 喷气式飞机的生产几个月，这给 Leap 发动机的销售带来了压力。最重要的是，由于疫情，航空公司停飞飞机并推迟或取消订单。发动机修理厂的访问量放缓，而租赁客户寻求短期延期。因此，GE Aviation 裁员 25%，后来警告称将进行更多裁员。</blockquote></p><p> Now the Boeing 737 Max is flying again and airlines are starting to order planes again. Meanwhile, the market continues to shift from wide-bodies to longer-range, narrow-body aircraft, benefiting General Electric. A GE joint venture dominates the market for narrow-body jet engines.</p><p><blockquote>现在波音737 Max再次飞行，航空公司开始再次订购飞机。与此同时，市场继续从宽体飞机转向航程更远、窄体飞机，这有利于通用电气。通用电气的一家合资企业主导了窄体喷气发动机市场。</blockquote></p><p> The jet-leasing deal with Ireland's AerCap marks the biggest splash so far in CEO Culp's turnaround campaign.</p><p><blockquote>与爱尔兰 AerCap 的喷气式飞机租赁协议标志着首席执行官卡尔普迄今为止扭亏为盈的最大举措。</blockquote></p><p> Proceeds from the deal allowed GE to cut debt by $30 billion and bring the total slashed since 2018 to $70 billion. Eventually, General Electric is expected to exit jet leasing altogether, though it's taking a 46% stake in the combined company for now.</p><p><blockquote>交易收益使通用电气削减了 300 亿美元的债务，使自 2018 年以来的债务总额达到 700 亿美元。最终，通用电气预计将完全退出喷气式飞机租赁业务，尽管它目前持有合并后公司 46% 的股份。</blockquote></p><p></p><p> <b>Growing Momentum For GE Stock</b></p><p><blockquote><b>GE 股票增长势头</b></blockquote></p><p> CEO Culp's top priorityis improving General Electric's financial position, while strengthening GE's industrial core, as a maker of jet engines, gas turbines, wind turbines and hospital equipment.</p><p><blockquote>首席执行官卡尔普的首要任务是改善通用电气的财务状况，同时加强通用电气作为喷气发动机、燃气轮机、风力涡轮机和医院设备制造商的工业核心。</blockquote></p><p> In 2017, GE began a vast and costly restructuring. Poorly timed acquisitions and some execution missteps caused debt to balloon and GE earnings and cash to crumble.</p><p><blockquote>2017年，通用电气开始了大规模且昂贵的重组。时机不当的收购和一些执行失误导致债务膨胀，通用电气的盈利和现金崩溃。</blockquote></p><p> The coronavirus pandemic hit GE Aviation — once its \"crown jewel\" — hardest. But GE now touts recovery or stabilization in key business segments, including aviation, gas power and health care.</p><p><blockquote>冠状病毒疫情对通用电气航空公司——曾经的“皇冠上的明珠”——打击最大。但通用电气现在吹嘘关键业务部门的复苏或稳定，包括航空、天然气电力和医疗保健。</blockquote></p><p> Meanwhile, General Electric settled certain SEC investigations, while slashing billions in costs and debts. Those moves helped to remove legal and financial overhangs, de-risking GE stock.</p><p><blockquote>与此同时，通用电气解决了美国证券交易委员会的某些调查，同时削减了数十亿美元的成本和债务。这些举措有助于消除法律和财务问题，降低通用电气股票的风险。</blockquote></p><p> GE continues to expect an aviation recoveryin the second half of 2021. But it's monitoring the Covid-19 delta variant.</p><p><blockquote>GE 继续预计航空业将在 2021 年下半年复苏。但它正在监控新冠肺炎德尔塔变异毒株。</blockquote></p><p> Other core businesses aren't out of the woods. For example, GE Power is stabilizing after a terrible slump in the market for coal- and gas turbines to generate electricity. But demand continues to shift to wind and solar energy, where GE has an emerging business.</p><p><blockquote>其他核心业务也没有走出困境。例如，GE Power 在燃煤和燃气轮机发电市场严重下滑后正在企稳。但需求继续转向风能和太阳能，通用电气在这些领域拥有新兴业务。</blockquote></p><p> Still, as GE's financial condition improves, hopes for the dividend could follow. In December 2018, a cash-challenged General Electric slashed the quarterly dividend to a token penny a share. An earlier cut, announced in November 2017 along with a broad restructuring, had halved the dividend to 12 cents.</p><p><blockquote>尽管如此，随着通用电气财务状况的改善，股息的希望可能会随之而来。2018 年 12 月，面临现金挑战的通用电气公司将季度股息削减至每股象征性的 1 美分。2017 年 11 月宣布的早期削减以及广泛的重组将股息减半至 12 美分。</blockquote></p><p> The cuts rattled investors, who prized GE stock for its long and reliable history of paying dividends. GE stock's current 4-cent annual payout offers a yield of 0.3%.</p><p><blockquote>此次削减令投资者感到不安，他们看重通用电气股票长期可靠的股息支付历史。GE 股票目前的年派息为 4 美分，收益率为 0.3%。</blockquote></p><p> <b>Rivals To General Electric</b></p><p><blockquote><b>通用电气的竞争对手</b></blockquote></p><p> Rivals to General Electric include<b>Raytheon Technologies</b>(RTX) and Siemens Energy.</p><p><blockquote>通用电气的竞争对手包括<b>雷神技术公司</b>（RTX）和西门子能源。</blockquote></p><p> Raytheon and Rolls-Royce of Britain are major jet-engine rivals. Siemens Energy competes with GE in power. It emerged in September after<b>Siemens</b>(SIEGY) spun off its low-margin gas turbine business. Japan's Mitsubishi Hitachi is another big power rival.</p><p><blockquote>英国雷神公司和劳斯莱斯公司是喷气发动机的主要竞争对手。西门子能源与通用电气在动力上竞争。它于九月出现<b>西门子</b>(SIEGY) 剥离了其低利润的燃气轮机业务。日本三菱日立是另一个大国竞争对手。</blockquote></p><p> The diversified operations group ranks No. 109 out of 197 industry groups tracked by IBD. It includes<b>3M</b>(MMM),<b>Honeywell</b>(HON) and<b>Roper Technologies</b>(ROP).</p><p><blockquote>多元化运营集团在IBD追踪的197个行业集团中排名第109位。它包括<b>3M</b>（3M），<b>霍尼韦尔</b>（阁下）及<b>罗珀技术公司</b>（罗普）。</blockquote></p><p> <b>Is GE Stock A Buy Now?</b></p><p><blockquote><b>GE 股票现在值得买入吗？</b></blockquote></p><p> General Electric is making progress in its long, ambitious turnaround. GE earnings and cash flow are expected to further improve in 2021, with the Boeing 737 Max flying again. Signs continue to mount of a slow recovery in the airline industry, and the broader economy is recovering as well.</p><p><blockquote>通用电气正在其漫长而雄心勃勃的扭亏为盈中取得进展。随着波音737 Max再次飞行，GE的盈利和现金流预计将在2021年进一步改善。航空业缓慢复苏的迹象不断增加，更广泛的经济也在复苏。</blockquote></p><p> Moreover, GE's financial position continues to improve as it lowers debt and costs. The jet-leasing deal with AerCap should further help GE's balance sheet.</p><p><blockquote>此外，随着通用电气降低债务和成本，其财务状况持续改善。与 AerCap 的喷气式飞机租赁协议应该会进一步帮助通用电气的资产负债表。</blockquote></p><p> Many analysts on Wall Street are bullish about GE's current leadership and improving fundamentals. But others remain on the sidelines. And General Electric does not belong to a leading industry group.</p><p><blockquote>华尔街许多分析师看好通用电气目前的领导层和基本面的改善。但其他人仍在观望。而通用电气不属于领先的行业集团。</blockquote></p><p> From a technical perspective, GE stock offers a 115.30buy point.&nbsp;But shares are well below the entry and theRS lineis lackluster.</p><p><blockquote>从技术角度来看，通用电气股票提供了 115.30 的买入点。但股价远低于入场点，而且股价表现平淡。</blockquote></p><p> Bottom line: GE stock is not a buy.</p><p><blockquote>底线：通用电气股票不值得买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/research/ge-stock-buy-or-sell/?src=A00220\">investors</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":{"GE":"GE航空航天"},"source_url":"https://www.investors.com/research/ge-stock-buy-or-sell/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112226714","content_text":"General Electric's (GE) turnaround continues to gain traction as the aviation sector slowly recovers from the coronavirus pandemic. Is GE stock a buy right now?\nIn the second quarter, GE beat earnings views, while warning on inflationary pressures ahead. Wall Street generally took the view that General Electric continues to transform into a simpler and stronger company.\nGE Stock Technical Analysis\nShares are forming a cup-shaped base with a 115.30buy point, according toMarketSmith chart analysis. GE stock sits 9% below the entry, meaning it is far from a proper buying zone still. The industrial stock based around the 10-week line, but is back above that support level on thestock market today.\nTherelative strength linefor GE stock is falling again. It rallied late last year and in early 2021, within a multi-year downtrend. A rising RS line means that a stock is outperforming the S&P 500 index. It is the blue line in the chart shown.\nThe industrial giant earns a dull IBD Composite Ratingof 60 out of 99. The rating combines key technical and fundamental metrics in a single score.\nGeneral Electric owns anRS Ratingof 83, meaning it has outperformed 83% of all stocks over the past year. TheAccumulation/Distribution Ratingis a C+, on a scale of A+ to a worst E. It's a sign of roughly equal buying and selling of GE shares by big institutions over the past 13 weeks.\nGE remains a popular stock with strong institutional support. As of June, 1,914 funds owned shares. GE stock shows three quarters of rising fund ownership, according to theIBD Stock Checkup tool.\nGE Earnings And Fundamental Analysis\nOn key earnings and sales metrics, GE stock earns anEPS Ratingof 45 out of a best-possible 99, and anSMR Ratingof E, on a scale of A+ (best) to E (worst). The EPS Rating compares a company's earnings per share growth vs. all other companies, and its SMR Rating reflects sales growth, profit margins and return on equity.\nIn recent years, GE shed a biotech unit, its light bulb business, and a majority stake in its oil field services business. In March, GE announced a $30 billion deal merging its aircraft-leasing unit withAerCap(AER), using proceeds to lower debt. The deal is set to close by the end of 2021.\nFor Q2,GE earned five cents a share, beating views. Revenue rose 9% and also beat. In GE's business segments, revenue increased 10% in aviation, 3% in power, 14% in health care and 16% in renewable energy segment. And GE's industrial businesses generated roughly $400 million in cash vs. a year-ago cash burn of $2.068 billion, highlighting progress in its turnaround strategy.\n\"Momentum is building across our businesses, driven by health care and services overall, with aviation showing early signs of recovery,\" CEO Larry Culp said in a statement. GE also raised its free cash flow outlook for the full year to $3.5 billion-$5 billion, while keeping EPS guidance steady. But General Electric faces intensifying inflationary pressure, Culp warned.\nThe FCF measure is closely watched as a sign of the health of GE's operations and its ability to pay down debts. In 2020, GE generated $606 million in FCF, down 66%, but beating its own guidance. In fact, General Electric turned cash-positive a year ahead of schedule.\nFor full-year 2021, analysts forecast GE earnings of $1.97 per share, up from just eight cents a share in 2020. But that would still be below 2019 EPS of $5.20, FactSet says. GE earnings are likely to more than double to $4.10 a share in 2022 as sales increase 6%.\nOut of 21 analysts on Wall Street, 13 rate GE stock a buy and eight have a hold, while none has a sell, according to FactSet.\nHeadwinds For GE Aviation Lifted\nGE Aviation makes jet engines for plane makers, such asBoeing(BA) andAirbus(EADSY). It also runs a lucrative aftermarket business for engine repair and maintenance.\nIn 2020, Boeing halted production of the 737 Max jet for a few months after two fatal flights, which weighed on Leap engine sales. On top of that,airlines parked planes and delayed or canceled ordersdue to the pandemic. Engine shop visits slowed while leasing customers sought short-term deferrals. As a result, GE Aviation slashed jobs by 25% and later warned of more cuts.\nNow the Boeing 737 Max is flying again and airlines are starting to order planes again. Meanwhile, the market continues to shift from wide-bodies to longer-range, narrow-body aircraft, benefiting General Electric. A GE joint venture dominates the market for narrow-body jet engines.\nThe jet-leasing deal with Ireland's AerCap marks the biggest splash so far in CEO Culp's turnaround campaign.\nProceeds from the deal allowed GE to cut debt by $30 billion and bring the total slashed since 2018 to $70 billion. Eventually, General Electric is expected to exit jet leasing altogether, though it's taking a 46% stake in the combined company for now.\nGrowing Momentum For GE Stock\nCEO Culp's top priorityis improving General Electric's financial position, while strengthening GE's industrial core, as a maker of jet engines, gas turbines, wind turbines and hospital equipment.\nIn 2017, GE began a vast and costly restructuring. Poorly timed acquisitions and some execution missteps caused debt to balloon and GE earnings and cash to crumble.\nThe coronavirus pandemic hit GE Aviation — once its \"crown jewel\" — hardest. But GE now touts recovery or stabilization in key business segments, including aviation, gas power and health care.\nMeanwhile, General Electric settled certain SEC investigations, while slashing billions in costs and debts. Those moves helped to remove legal and financial overhangs, de-risking GE stock.\nGE continues to expect an aviation recoveryin the second half of 2021. But it's monitoring the Covid-19 delta variant.\nOther core businesses aren't out of the woods. For example, GE Power is stabilizing after a terrible slump in the market for coal- and gas turbines to generate electricity. But demand continues to shift to wind and solar energy, where GE has an emerging business.\nStill, as GE's financial condition improves, hopes for the dividend could follow. In December 2018, a cash-challenged General Electric slashed the quarterly dividend to a token penny a share. An earlier cut, announced in November 2017 along with a broad restructuring, had halved the dividend to 12 cents.\nThe cuts rattled investors, who prized GE stock for its long and reliable history of paying dividends. GE stock's current 4-cent annual payout offers a yield of 0.3%.\nRivals To General Electric\nRivals to General Electric includeRaytheon Technologies(RTX) and Siemens Energy.\nRaytheon and Rolls-Royce of Britain are major jet-engine rivals. Siemens Energy competes with GE in power. It emerged in September afterSiemens(SIEGY) spun off its low-margin gas turbine business. Japan's Mitsubishi Hitachi is another big power rival.\nThe diversified operations group ranks No. 109 out of 197 industry groups tracked by IBD. It includes3M(MMM),Honeywell(HON) andRoper Technologies(ROP).\nIs GE Stock A Buy Now?\nGeneral Electric is making progress in its long, ambitious turnaround. GE earnings and cash flow are expected to further improve in 2021, with the Boeing 737 Max flying again. Signs continue to mount of a slow recovery in the airline industry, and the broader economy is recovering as well.\nMoreover, GE's financial position continues to improve as it lowers debt and costs. The jet-leasing deal with AerCap should further help GE's balance sheet.\nMany analysts on Wall Street are bullish about GE's current leadership and improving fundamentals. But others remain on the sidelines. And General Electric does not belong to a leading industry group.\nFrom a technical perspective, GE stock offers a 115.30buy point. But shares are well below the entry and theRS lineis lackluster.\nBottom line: GE stock is not a buy.","news_type":1,"symbols_score_info":{"GE":0.9}},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":895387918,"gmtCreate":1628724775034,"gmtModify":1631890923014,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/895387918","repostId":"2158235575","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184855010,"gmtCreate":1623709885730,"gmtModify":1634029909912,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/184855010","repostId":"2143780057","repostType":4,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":858858417,"gmtCreate":1635038754842,"gmtModify":1635038755069,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/858858417","repostId":"1111559375","repostType":4,"repost":{"id":"1111559375","kind":"news","pubTimestamp":1635038026,"share":"https://www.laohunote.com/m/news/1111559375?lang=zh_CN&edition=full","pubTime":"2021-10-24 09:13","market":"us","language":"en","title":"WISH Stock: What Momentum Investors Wish To See<blockquote>Wish Stock：投资者希望看到的动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111559375","media":"TheStreet","summary":"WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justi","content":"<p>WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justify positive momentum, the stock’s popularity may have been the catalyst.</p><p><blockquote>过去三天，WISH 股价飙升近 10%。如果没有特定公司的消息来恰当地证明积极势头的合理性，该股的受欢迎程度可能是催化剂。</blockquote></p><p> After trading poorly in the past few months, ContextLogic stock&nbsp;found its way higher again. On October 20 alone, shares were up 14%. Meanwhile, the ticker saw overwhelming volume of comments on Reddit, which may help to justify bullish market action.</p><p><blockquote>在过去几个月交易不佳之后，ContextLogic 股票再次走高。仅10月20日一天，股价就上涨了14%。与此同时，该股票代码在 Reddit 上收到了大量评论，这可能有助于证明看涨市场的合理性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e0424b0add4ae09c16fd60a8ab9616b\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Figure 1: Wish logo on a box.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：盒子上的愿望标志。</span></p></blockquote></p><p> As we&nbsp;mentioned in previous articles, and while the stock remains near all-time lows, momentum investors might still not be too late for the party.</p><p><blockquote>正如我们在之前的文章中提到的，虽然该股仍接近历史低点，但动量投资者可能还不算太晚。</blockquote></p><p> <b>Exposure may have done the trick</b></p><p><blockquote><b>曝光可能起到了作用</b></blockquote></p><p> A likely culprit behind WISH’s brief rally was the stock’s popularity online pushing demand for shares higher. The ticker&nbsp;received&nbsp;150% more mentions and a whopping 35,000 upvotes – understanding that correlation between comments and upticks in share price does not necessarily indicate causation. See below the top trending stocks on Reddit on October 21.</p><p><blockquote>WISH 短暂反弹背后的一个可能罪魁祸首是该股在网上的受欢迎程度推高了对该股的需求。该股票代码获得了 150% 的提及次数和高达 35,000 次的赞成票——理解评论与股价上涨之间的相关性并不一定表明因果关系。请参阅下面 10 月 21 日 Reddit 上最热门的股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/079bfbb083306bb71a80744d70297d15\" tg-width=\"1078\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Figure 2: Trending stocks on Reddit on October 21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：10 月 21 日 Reddit 上的趋势股票。</span></p></blockquote></p><p> Another popularity&nbsp;tracker(see below) suggests that, in the last three months, WISH's popularity remained consistently high. However, share price had not necessarily been moving in lockstep with exposure on the discussion boards until recently. Still, it is not at all surprising that a jolt in stock price could soon follow.</p><p><blockquote>另一个受欢迎程度追踪器（见下文）表明，在过去的三个月里，WISH的受欢迎程度一直很高。然而，直到最近，股价并不一定与讨论板上的风险同步波动。尽管如此，股价很快就会出现震荡也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e68ad670e6a136155d3e6e9abfbce3c\" tg-width=\"527\" tg-height=\"571\" width=\"100%\" height=\"auto\"><span>Figure 3: WISH stock sentiment on the WSB forum.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：WSB 论坛上的 WISH 股票情绪。</span></p></blockquote></p><p> The correlation between online popularity and WISH’s recent performance is consistent with the SEC’s recently&nbsp;released&nbsp;report on GameStop’s trading frenzy. The rallies seen earlier in 2021 have been primarily attributed to an increase in engagement by retail investors, enabled by platforms like Reddit. The same report also questioned the hypothesis that short covering had much to do with the massive increases in share price.</p><p><blockquote>网络受欢迎程度与 WISH 近期业绩之间的相关性与美国证券交易委员会最近发布的关于游戏驿站交易狂潮的报告一致。2021 年早些时候的上涨主要归因于 Reddit 等平台推动的散户投资者参与度的增加。同一份报告还质疑空头回补与股价大幅上涨有很大关系的假设。</blockquote></p><p> <b>Dip buying</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> This week’s bullish attack may have also been motivated by Wish stock being so close to its all-time lows. Growth in the e-commerce space has been pressured by the “beginning of the end” of the pandemic and stay-at-home tailwinds. Also, several Wall Street experts have downgraded WISH following Q2 results, undermining positive sentiment.</p><p><blockquote>本周的看涨攻击可能也是由于 Wish 股票如此接近历史最低点。大流行病的 “终结的开始 ”和宅在家里的顺风给电子商务领域的增长带来了压力。此外，几位华尔街专家在第二季度业绩公布后下调了 WISH 的评级，削弱了积极情绪。</blockquote></p><p> The above seems to have created a bearish wave. WISH has elevated&nbsp;short interest, at almost 25% of the float. Such high ratio can put short sellers in a vulnerable position: an increase in trading volume coupled with overbidding can force some to close their positions, kickstarting a snowball effect.</p><p><blockquote>以上似乎形成了一波看跌浪潮。WISH 提高了空头利息，几乎占流通量的 25%。如此高的比率可能会使卖空者处于弱势地位：交易量的增加加上过度出价可能会迫使一些卖空者平仓，从而引发滚雪球效应。</blockquote></p><p> <b>Experts see upside</b></p><p><blockquote><b>专家看到了上行空间</b></blockquote></p><p> Lastly, Wall Street currently assigns a consensus price target of $9.06 to Wish stock, signaling impressive 55% upside potential from the current sub-$6 levels. Despite an average neutral rating, even the more skeptical analysts still see gains ahead.</p><p><blockquote>最后，华尔街目前将 Wish 股票的一致目标价定为 9.06 美元，这表明目前低于 6 美元的水平有令人印象深刻的 55% 的上涨潜力。尽管平均评级为中性，但即使是更加怀疑的分析师仍然认为未来会有收益。</blockquote></p><p> Credit Suisse’s Stephen Ju&nbsp;reduced&nbsp;his price target from $24 to $19. He adjusted projections lower after ContexLogic missed Q2 revenue and adjusted EBITDA estimates due to lower customer retention and declining usage rates. However, the analyst still sees massive upside potential of nearly 200% ahead.</p><p><blockquote>瑞士信贷的 Stephen Ju 将目标价从 24 美元下调至 19 美元。在 ContexLogic 因客户保留率下降和使用率下降而未能实现第二季度收入并调整 EBITDA 预期后，他下调了预测。然而，分析师仍然认为未来有近 200% 的巨大上涨潜力。</blockquote></p><p> Citigroup’s Nicholas Jones is not as bullish. He&nbsp;has&nbsp;a neutral rating on the stock but forecasts $7.50 on the horizon, for 23% upside potential. Q2 earnings were cited as the key reason for a price target reduction. Mr. Jones also attributed poor stock performance to the company’s difficulty in sustaining growth, especially due to higher-than-expected user churn and ad rates.</p><p><blockquote>花旗集团的尼古拉斯-琼斯（Nicholas Jones）并不那么乐观。他对该股给予中性评级，但预测该股即将上涨 7.50 美元，上涨潜力为 23%。第二季度盈利被认为是下调目标价的关键原因。琼斯先生还将股票表现不佳归因于公司难以维持增长，尤其是用户流失率和广告费高于预期。</blockquote></p><p> On the bearish side, JPMorgan and Oppenheimer have a sell rating on the stock and $4 to $5 share price target.According&nbsp;to the former, decline in user activity due to the reopening of the economy, alongside Wish’s retention and rising ad costs, are the main concerns.</p><p><blockquote>摩根大通（JPMorgan）和奥本海默（Oppenheimer）对该股给予卖出评级，目标股价为 4 至 5 美元。前者认为，经济重新开放导致用户活跃度下降，加上 Wish 的保留和广告成本上升，是主要问题。</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>WISH Stock: What Momentum Investors Wish To See<blockquote>Wish Stock：投资者希望看到的动力</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\">\nWISH Stock: What Momentum Investors Wish To See<blockquote>Wish Stock：投资者希望看到的动力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-24 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justify positive momentum, the stock’s popularity may have been the catalyst.</p><p><blockquote>过去三天，WISH 股价飙升近 10%。如果没有特定公司的消息来恰当地证明积极势头的合理性，该股的受欢迎程度可能是催化剂。</blockquote></p><p> After trading poorly in the past few months, ContextLogic stock&nbsp;found its way higher again. On October 20 alone, shares were up 14%. Meanwhile, the ticker saw overwhelming volume of comments on Reddit, which may help to justify bullish market action.</p><p><blockquote>在过去几个月交易不佳之后，ContextLogic 股票再次走高。仅10月20日一天，股价就上涨了14%。与此同时，该股票代码在 Reddit 上收到了大量评论，这可能有助于证明看涨市场的合理性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e0424b0add4ae09c16fd60a8ab9616b\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Figure 1: Wish logo on a box.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：盒子上的愿望标志。</span></p></blockquote></p><p> As we&nbsp;mentioned in previous articles, and while the stock remains near all-time lows, momentum investors might still not be too late for the party.</p><p><blockquote>正如我们在之前的文章中提到的，虽然该股仍接近历史低点，但动量投资者可能还不算太晚。</blockquote></p><p> <b>Exposure may have done the trick</b></p><p><blockquote><b>曝光可能起到了作用</b></blockquote></p><p> A likely culprit behind WISH’s brief rally was the stock’s popularity online pushing demand for shares higher. The ticker&nbsp;received&nbsp;150% more mentions and a whopping 35,000 upvotes – understanding that correlation between comments and upticks in share price does not necessarily indicate causation. See below the top trending stocks on Reddit on October 21.</p><p><blockquote>WISH 短暂反弹背后的一个可能罪魁祸首是该股在网上的受欢迎程度推高了对该股的需求。该股票代码获得了 150% 的提及次数和高达 35,000 次的赞成票——理解评论与股价上涨之间的相关性并不一定表明因果关系。请参阅下面 10 月 21 日 Reddit 上最热门的股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/079bfbb083306bb71a80744d70297d15\" tg-width=\"1078\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Figure 2: Trending stocks on Reddit on October 21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：10 月 21 日 Reddit 上的趋势股票。</span></p></blockquote></p><p> Another popularity&nbsp;tracker(see below) suggests that, in the last three months, WISH's popularity remained consistently high. However, share price had not necessarily been moving in lockstep with exposure on the discussion boards until recently. Still, it is not at all surprising that a jolt in stock price could soon follow.</p><p><blockquote>另一个受欢迎程度追踪器（见下文）表明，在过去的三个月里，WISH的受欢迎程度一直很高。然而，直到最近，股价并不一定与讨论板上的风险同步波动。尽管如此，股价很快就会出现震荡也就不足为奇了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e68ad670e6a136155d3e6e9abfbce3c\" tg-width=\"527\" tg-height=\"571\" width=\"100%\" height=\"auto\"><span>Figure 3: WISH stock sentiment on the WSB forum.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：WSB 论坛上的 WISH 股票情绪。</span></p></blockquote></p><p> The correlation between online popularity and WISH’s recent performance is consistent with the SEC’s recently&nbsp;released&nbsp;report on GameStop’s trading frenzy. The rallies seen earlier in 2021 have been primarily attributed to an increase in engagement by retail investors, enabled by platforms like Reddit. The same report also questioned the hypothesis that short covering had much to do with the massive increases in share price.</p><p><blockquote>网络受欢迎程度与 WISH 近期业绩之间的相关性与美国证券交易委员会最近发布的关于游戏驿站交易狂潮的报告一致。2021 年早些时候的上涨主要归因于 Reddit 等平台推动的散户投资者参与度的增加。同一份报告还质疑空头回补与股价大幅上涨有很大关系的假设。</blockquote></p><p> <b>Dip buying</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> This week’s bullish attack may have also been motivated by Wish stock being so close to its all-time lows. Growth in the e-commerce space has been pressured by the “beginning of the end” of the pandemic and stay-at-home tailwinds. Also, several Wall Street experts have downgraded WISH following Q2 results, undermining positive sentiment.</p><p><blockquote>本周的看涨攻击可能也是由于 Wish 股票如此接近历史最低点。大流行病的 “终结的开始 ”和宅在家里的顺风给电子商务领域的增长带来了压力。此外，几位华尔街专家在第二季度业绩公布后下调了 WISH 的评级，削弱了积极情绪。</blockquote></p><p> The above seems to have created a bearish wave. WISH has elevated&nbsp;short interest, at almost 25% of the float. Such high ratio can put short sellers in a vulnerable position: an increase in trading volume coupled with overbidding can force some to close their positions, kickstarting a snowball effect.</p><p><blockquote>以上似乎形成了一波看跌浪潮。WISH 提高了空头利息，几乎占流通量的 25%。如此高的比率可能会使卖空者处于弱势地位：交易量的增加加上过度出价可能会迫使一些卖空者平仓，从而引发滚雪球效应。</blockquote></p><p> <b>Experts see upside</b></p><p><blockquote><b>专家看到了上行空间</b></blockquote></p><p> Lastly, Wall Street currently assigns a consensus price target of $9.06 to Wish stock, signaling impressive 55% upside potential from the current sub-$6 levels. Despite an average neutral rating, even the more skeptical analysts still see gains ahead.</p><p><blockquote>最后，华尔街目前将 Wish 股票的一致目标价定为 9.06 美元，这表明目前低于 6 美元的水平有令人印象深刻的 55% 的上涨潜力。尽管平均评级为中性，但即使是更加怀疑的分析师仍然认为未来会有收益。</blockquote></p><p> Credit Suisse’s Stephen Ju&nbsp;reduced&nbsp;his price target from $24 to $19. He adjusted projections lower after ContexLogic missed Q2 revenue and adjusted EBITDA estimates due to lower customer retention and declining usage rates. However, the analyst still sees massive upside potential of nearly 200% ahead.</p><p><blockquote>瑞士信贷的 Stephen Ju 将目标价从 24 美元下调至 19 美元。在 ContexLogic 因客户保留率下降和使用率下降而未能实现第二季度收入并调整 EBITDA 预期后，他下调了预测。然而，分析师仍然认为未来有近 200% 的巨大上涨潜力。</blockquote></p><p> Citigroup’s Nicholas Jones is not as bullish. He&nbsp;has&nbsp;a neutral rating on the stock but forecasts $7.50 on the horizon, for 23% upside potential. Q2 earnings were cited as the key reason for a price target reduction. Mr. Jones also attributed poor stock performance to the company’s difficulty in sustaining growth, especially due to higher-than-expected user churn and ad rates.</p><p><blockquote>花旗集团的尼古拉斯-琼斯（Nicholas Jones）并不那么乐观。他对该股给予中性评级，但预测该股即将上涨 7.50 美元，上涨潜力为 23%。第二季度盈利被认为是下调目标价的关键原因。琼斯先生还将股票表现不佳归因于公司难以维持增长，尤其是用户流失率和广告费高于预期。</blockquote></p><p> On the bearish side, JPMorgan and Oppenheimer have a sell rating on the stock and $4 to $5 share price target.According&nbsp;to the former, decline in user activity due to the reopening of the economy, alongside Wish’s retention and rising ad costs, are the main concerns.</p><p><blockquote>摩根大通（JPMorgan）和奥本海默（Oppenheimer）对该股给予卖出评级，目标股价为 4 至 5 美元。前者认为，经济重新开放导致用户活跃度下降，加上 Wish 的保留和广告成本上升，是主要问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/wish-stock-what-momentum-investors-wish-to-see\">TheStreet</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":{},"source_url":"https://www.thestreet.com/memestocks/other-memes/wish-stock-what-momentum-investors-wish-to-see","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111559375","content_text":"WISH stock spiked nearly 10% in the past three days. Without company-specific news to properly justify positive momentum, the stock’s popularity may have been the catalyst.\nAfter trading poorly in the past few months, ContextLogic stock found its way higher again. On October 20 alone, shares were up 14%. Meanwhile, the ticker saw overwhelming volume of comments on Reddit, which may help to justify bullish market action.\nFigure 1: Wish logo on a box.\nAs we mentioned in previous articles, and while the stock remains near all-time lows, momentum investors might still not be too late for the party.\nExposure may have done the trick\nA likely culprit behind WISH’s brief rally was the stock’s popularity online pushing demand for shares higher. The ticker received 150% more mentions and a whopping 35,000 upvotes – understanding that correlation between comments and upticks in share price does not necessarily indicate causation. See below the top trending stocks on Reddit on October 21.\nFigure 2: Trending stocks on Reddit on October 21.\nAnother popularity tracker(see below) suggests that, in the last three months, WISH's popularity remained consistently high. However, share price had not necessarily been moving in lockstep with exposure on the discussion boards until recently. Still, it is not at all surprising that a jolt in stock price could soon follow.\nFigure 3: WISH stock sentiment on the WSB forum.\nThe correlation between online popularity and WISH’s recent performance is consistent with the SEC’s recently released report on GameStop’s trading frenzy. The rallies seen earlier in 2021 have been primarily attributed to an increase in engagement by retail investors, enabled by platforms like Reddit. The same report also questioned the hypothesis that short covering had much to do with the massive increases in share price.\nDip buying\nThis week’s bullish attack may have also been motivated by Wish stock being so close to its all-time lows. Growth in the e-commerce space has been pressured by the “beginning of the end” of the pandemic and stay-at-home tailwinds. Also, several Wall Street experts have downgraded WISH following Q2 results, undermining positive sentiment.\nThe above seems to have created a bearish wave. WISH has elevated short interest, at almost 25% of the float. Such high ratio can put short sellers in a vulnerable position: an increase in trading volume coupled with overbidding can force some to close their positions, kickstarting a snowball effect.\nExperts see upside\nLastly, Wall Street currently assigns a consensus price target of $9.06 to Wish stock, signaling impressive 55% upside potential from the current sub-$6 levels. Despite an average neutral rating, even the more skeptical analysts still see gains ahead.\nCredit Suisse’s Stephen Ju reduced his price target from $24 to $19. He adjusted projections lower after ContexLogic missed Q2 revenue and adjusted EBITDA estimates due to lower customer retention and declining usage rates. However, the analyst still sees massive upside potential of nearly 200% ahead.\nCitigroup’s Nicholas Jones is not as bullish. He has a neutral rating on the stock but forecasts $7.50 on the horizon, for 23% upside potential. Q2 earnings were cited as the key reason for a price target reduction. Mr. Jones also attributed poor stock performance to the company’s difficulty in sustaining growth, especially due to higher-than-expected user churn and ad rates.\nOn the bearish side, JPMorgan and Oppenheimer have a sell rating on the stock and $4 to $5 share price target.According to the former, decline in user activity due to the reopening of the economy, alongside Wish’s retention and rising ad costs, are the main concerns.","news_type":1,"symbols_score_info":{"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":4107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858751294,"gmtCreate":1635124874521,"gmtModify":1635124874737,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858751294","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":3357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866570948,"gmtCreate":1632793342084,"gmtModify":1632797574119,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866570948","repostId":"1112226714","repostType":4,"repost":{"id":"1112226714","kind":"news","pubTimestamp":1632792670,"share":"https://www.laohunote.com/m/news/1112226714?lang=zh_CN&edition=full","pubTime":"2021-09-28 09:31","market":"us","language":"en","title":"Is GE Stock A Buy After Q2 Earnings Beat?<blockquote>第二季度盈利超出预期后，通用电气股票值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112226714","media":"investors","summary":"General Electric's (GE) turnaround continues to gain traction as the aviation sector slowly recovers","content":"<p><b>General Electric</b>'s (GE) turnaround continues to gain traction as the aviation sector slowly recovers from the coronavirus pandemic. Is GE stock a buy right now?</p><p><blockquote><b>通用电气</b>随着航空业从冠状病毒大流行中缓慢复苏，(GE) 的扭亏为盈继续获得动力。GE 股票现在值得买入吗？</blockquote></p><p> In the second quarter, GE beat earnings views, while warning on inflationary pressures ahead. Wall Street generally took the view that General Electric continues to transform into a simpler and stronger company.</p><p><blockquote>第二季度，通用电气超出了盈利预期，同时对未来的通胀压力发出警告。华尔街普遍认为，通用电气将继续转型为一家更简单、更强大的公司。</blockquote></p><p> <b>GE Stock Technical Analysis</b></p><p><blockquote><b>GE 股票技术分析</b></blockquote></p><p> Shares are forming a cup-shaped base with a 115.30buy point, according toMarketSmith chart analysis. GE stock sits 9% below the entry, meaning it is far from a proper buying zone still. The industrial stock based around the 10-week line, but is back above that support level on thestock market today.</p><p><blockquote>根据 MarketSmith 图表分析，股价正在形成一个杯形底部，买入点为 115.30。通用电气股价比入场点低 9%，这意味着它距离合适的买入区域还很远。工业股位于 10 周线附近，但今天已回到股市支撑位上方。</blockquote></p><p> Therelative strength linefor GE stock is falling again. It rallied late last year and in early 2021, within a multi-year downtrend. A rising RS line means that a stock is outperforming the S&amp;P 500 index. It is the blue line in the chart shown.</p><p><blockquote>通用电气股票的相对强弱线再次下降。它在去年年底和 2021 年初反弹，处于多年下降趋势。上升的 RS 线意味着一只股票的表现优于标普500指数。它是所示图表中的蓝线。</blockquote></p><p> The industrial giant earns a dull&nbsp;IBD Composite Ratingof 60 out of 99. The rating combines key technical and fundamental metrics in a single score.</p><p><blockquote>这家工业巨头的 IBD 综合评级为 60 分（满分 99 分）。该评级将关键技术和基本面指标结合在一个分数中。</blockquote></p><p> General Electric owns anRS Ratingof 83, meaning it has outperformed 83% of all stocks over the past year. TheAccumulation/Distribution Ratingis a C+, on a scale of A+ to a worst E. It's a sign of roughly equal buying and selling of GE shares by big institutions over the past 13 weeks.</p><p><blockquote>通用电气的 anRS 评级为 83，这意味着它在过去一年中的表现优于所有股票的 83%。累积/分配评级为 C+，从 A+ 到最差 E。这表明过去 13 周内大型机构对 GE 股票的买卖量大致相等。</blockquote></p><p> GE remains a popular stock with strong institutional support. As of June, 1,914 funds owned shares. GE stock shows three quarters of rising fund ownership, according to theIBD Stock Checkup tool.</p><p><blockquote>GE 仍然是一只拥有强大机构支持的热门股票。截至6月，共有1914只基金持有股票。根据 theIBD 股票检查工具，GE 股票显示四分之三的基金持股量正在上升。</blockquote></p><p> <b>GE Earnings And Fundamental Analysis</b></p><p><blockquote><b>GE 盈利和基本面分析</b></blockquote></p><p> On key earnings and sales metrics, GE stock earns anEPS Ratingof 45 out of a best-possible 99, and anSMR Ratingof E, on a scale of A+ (best) to E (worst). The EPS Rating compares a company's earnings per share growth vs. all other companies, and its SMR Rating reflects sales growth, profit margins and return on equity.</p><p><blockquote>在关键盈利和销售指标方面，GE 股票的 anEPS 评级为 45 分（满分 99 分），anSMR 评级为 E，范围为 A+（最佳）至 E（最差）。每股收益评级比较了一家公司与所有其他公司的每股收益增长情况，其 SMR 评级反映了销售增长、利润率和股本回报率。</blockquote></p><p> In recent years, GE shed a biotech unit, its light bulb business, and a majority stake in its oil field services business. In March, GE announced a $30 billion deal merging its aircraft-leasing unit with<b>AerCap</b>(AER), using proceeds to lower debt. The deal is set to close by the end of 2021.</p><p><blockquote>近年来，通用电气剥离了生物技术部门、灯泡业务以及油田服务业务的多数股权。今年 3 月，通用电气宣布了一项价值 300 亿美元的交易，将其飞机租赁部门与<b>空气帽</b>（AER），用收益来降低债务。该交易将于 2021 年底完成。</blockquote></p><p> For Q2,GE earned five cents a share, beating views. Revenue rose 9% and also beat. In GE's business segments, revenue increased 10% in aviation, 3% in power, 14% in health care and 16% in renewable energy segment. And GE's industrial businesses generated roughly $400 million in cash vs. a year-ago cash burn of $2.068 billion, highlighting progress in its turnaround strategy.</p><p><blockquote>第二季度，通用电气每股收益 5 美分，超出预期。收入增长 9%，也超过了预期。在通用电气的业务部门中，航空部门的收入增长了 10%，电力部门增长了 3%，医疗保健部门增长了 14%，可再生能源部门的收入增长了 16%。通用电气的工业业务产生了约 4 亿美元的现金，而一年前的现金消耗为 20.68 亿美元，凸显了其扭亏为盈战略的进展。</blockquote></p><p> \"Momentum is building across our businesses, driven by health care and services overall, with aviation showing early signs of recovery,\" CEO Larry Culp said in a statement. GE also raised its free cash flow outlook for the full year to $3.5 billion-$5 billion, while keeping EPS guidance steady. But General Electric faces intensifying inflationary pressure, Culp warned.</p><p><blockquote>首席执行官拉里·卡尔普 (Larry Culp) 在一份声明中表示：“在医疗保健和整体服务的推动下，我们所有业务的势头都在增强，航空业显示出复苏的早期迹象。”通用电气还将全年自由现金流预期上调至35亿至50亿美元，同时保持每股收益指引稳定。但卡尔普警告说，通用电气面临着日益加剧的通胀压力。</blockquote></p><p> The FCF measure is closely watched as a sign of the health of GE's operations and its ability to pay down debts. In 2020, GE generated $606 million in FCF, down 66%, but beating its own guidance. In fact, General Electric turned cash-positive a year ahead of schedule.</p><p><blockquote>自由现金流指标受到密切关注，被视为通用电气运营健康状况及其偿还债务能力的标志。2020 年，通用电气产生了 6.06 亿美元的自由现金流，下降了 66%，但超出了自己的指导。事实上，通用电气提前一年实现了现金盈利。</blockquote></p><p> For full-year 2021, analysts forecast GE earnings of $1.97 per share, up from just eight cents a share in 2020. But that would still be below 2019 EPS of $5.20, FactSet says. GE earnings are likely to more than double to $4.10 a share in 2022 as sales increase 6%.</p><p><blockquote>分析师预测 2021 年全年通用电气每股收益为 1.97 美元，高于 2020 年的每股 8 美分。但FactSet表示，这仍低于2019年5.20美元的每股收益。随着销售额增长 6%，通用电气 2022 年盈利可能会翻一番以上，达到每股 4.10 美元。</blockquote></p><p> Out of 21 analysts on Wall Street, 13 rate GE stock a buy and eight have a hold, while none has a sell, according to FactSet.</p><p><blockquote>FactSet 的数据显示，在华尔街 21 名分析师中，13 名分析师将 GE 股票评级为买入，8 名分析师将其评级为持有，而没有人将其评级为卖出。</blockquote></p><p> <b>Headwinds For GE Aviation Lifted</b></p><p><blockquote><b>通用电气航空公司的阻力消除</b></blockquote></p><p> GE Aviation makes jet engines for plane makers, such as<b>Boeing</b>(BA) and<b>Airbus</b>(EADSY). It also runs a lucrative aftermarket business for engine repair and maintenance.</p><p><blockquote>GE Aviation 为飞机制造商制造喷气发动机，例如<b>波音</b>(BA)和<b>空中客车</b>（伊德西）。它还经营着利润丰厚的发动机维修和保养售后业务。</blockquote></p><p> In 2020, Boeing halted production of the 737 Max jet for a few months after two fatal flights, which weighed on Leap engine sales. On top of that,airlines parked planes and delayed or canceled ordersdue to the pandemic. Engine shop visits slowed while leasing customers sought short-term deferrals. As a result, GE Aviation slashed jobs by 25% and later warned of more cuts.</p><p><blockquote>2020 年，波音公司在两次致命飞行后暂停了 737 Max 喷气式飞机的生产几个月，这给 Leap 发动机的销售带来了压力。最重要的是，由于疫情，航空公司停飞飞机并推迟或取消订单。发动机修理厂的访问量放缓，而租赁客户寻求短期延期。因此，GE Aviation 裁员 25%，后来警告称将进行更多裁员。</blockquote></p><p> Now the Boeing 737 Max is flying again and airlines are starting to order planes again. Meanwhile, the market continues to shift from wide-bodies to longer-range, narrow-body aircraft, benefiting General Electric. A GE joint venture dominates the market for narrow-body jet engines.</p><p><blockquote>现在波音737 Max再次飞行，航空公司开始再次订购飞机。与此同时，市场继续从宽体飞机转向航程更远、窄体飞机，这有利于通用电气。通用电气的一家合资企业主导了窄体喷气发动机市场。</blockquote></p><p> The jet-leasing deal with Ireland's AerCap marks the biggest splash so far in CEO Culp's turnaround campaign.</p><p><blockquote>与爱尔兰 AerCap 的喷气式飞机租赁协议标志着首席执行官卡尔普迄今为止扭亏为盈的最大举措。</blockquote></p><p> Proceeds from the deal allowed GE to cut debt by $30 billion and bring the total slashed since 2018 to $70 billion. Eventually, General Electric is expected to exit jet leasing altogether, though it's taking a 46% stake in the combined company for now.</p><p><blockquote>交易收益使通用电气削减了 300 亿美元的债务，使自 2018 年以来的债务总额达到 700 亿美元。最终，通用电气预计将完全退出喷气式飞机租赁业务，尽管它目前持有合并后公司 46% 的股份。</blockquote></p><p></p><p> <b>Growing Momentum For GE Stock</b></p><p><blockquote><b>GE 股票增长势头</b></blockquote></p><p> CEO Culp's top priorityis improving General Electric's financial position, while strengthening GE's industrial core, as a maker of jet engines, gas turbines, wind turbines and hospital equipment.</p><p><blockquote>首席执行官卡尔普的首要任务是改善通用电气的财务状况，同时加强通用电气作为喷气发动机、燃气轮机、风力涡轮机和医院设备制造商的工业核心。</blockquote></p><p> In 2017, GE began a vast and costly restructuring. Poorly timed acquisitions and some execution missteps caused debt to balloon and GE earnings and cash to crumble.</p><p><blockquote>2017年，通用电气开始了大规模且昂贵的重组。时机不当的收购和一些执行失误导致债务膨胀，通用电气的盈利和现金崩溃。</blockquote></p><p> The coronavirus pandemic hit GE Aviation — once its \"crown jewel\" — hardest. But GE now touts recovery or stabilization in key business segments, including aviation, gas power and health care.</p><p><blockquote>冠状病毒疫情对通用电气航空公司——曾经的“皇冠上的明珠”——打击最大。但通用电气现在吹嘘关键业务部门的复苏或稳定，包括航空、天然气电力和医疗保健。</blockquote></p><p> Meanwhile, General Electric settled certain SEC investigations, while slashing billions in costs and debts. Those moves helped to remove legal and financial overhangs, de-risking GE stock.</p><p><blockquote>与此同时，通用电气解决了美国证券交易委员会的某些调查，同时削减了数十亿美元的成本和债务。这些举措有助于消除法律和财务问题，降低通用电气股票的风险。</blockquote></p><p> GE continues to expect an aviation recoveryin the second half of 2021. But it's monitoring the Covid-19 delta variant.</p><p><blockquote>GE 继续预计航空业将在 2021 年下半年复苏。但它正在监控新冠肺炎德尔塔变异毒株。</blockquote></p><p> Other core businesses aren't out of the woods. For example, GE Power is stabilizing after a terrible slump in the market for coal- and gas turbines to generate electricity. But demand continues to shift to wind and solar energy, where GE has an emerging business.</p><p><blockquote>其他核心业务也没有走出困境。例如，GE Power 在燃煤和燃气轮机发电市场严重下滑后正在企稳。但需求继续转向风能和太阳能，通用电气在这些领域拥有新兴业务。</blockquote></p><p> Still, as GE's financial condition improves, hopes for the dividend could follow. In December 2018, a cash-challenged General Electric slashed the quarterly dividend to a token penny a share. An earlier cut, announced in November 2017 along with a broad restructuring, had halved the dividend to 12 cents.</p><p><blockquote>尽管如此，随着通用电气财务状况的改善，股息的希望可能会随之而来。2018 年 12 月，面临现金挑战的通用电气公司将季度股息削减至每股象征性的 1 美分。2017 年 11 月宣布的早期削减以及广泛的重组将股息减半至 12 美分。</blockquote></p><p> The cuts rattled investors, who prized GE stock for its long and reliable history of paying dividends. GE stock's current 4-cent annual payout offers a yield of 0.3%.</p><p><blockquote>此次削减令投资者感到不安，他们看重通用电气股票长期可靠的股息支付历史。GE 股票目前的年派息为 4 美分，收益率为 0.3%。</blockquote></p><p> <b>Rivals To General Electric</b></p><p><blockquote><b>通用电气的竞争对手</b></blockquote></p><p> Rivals to General Electric include<b>Raytheon Technologies</b>(RTX) and Siemens Energy.</p><p><blockquote>通用电气的竞争对手包括<b>雷神技术公司</b>（RTX）和西门子能源。</blockquote></p><p> Raytheon and Rolls-Royce of Britain are major jet-engine rivals. Siemens Energy competes with GE in power. It emerged in September after<b>Siemens</b>(SIEGY) spun off its low-margin gas turbine business. Japan's Mitsubishi Hitachi is another big power rival.</p><p><blockquote>英国雷神公司和劳斯莱斯公司是喷气发动机的主要竞争对手。西门子能源与通用电气在动力上竞争。它于九月出现<b>西门子</b>(SIEGY) 剥离了其低利润的燃气轮机业务。日本三菱日立是另一个大国竞争对手。</blockquote></p><p> The diversified operations group ranks No. 109 out of 197 industry groups tracked by IBD. It includes<b>3M</b>(MMM),<b>Honeywell</b>(HON) and<b>Roper Technologies</b>(ROP).</p><p><blockquote>多元化运营集团在IBD追踪的197个行业集团中排名第109位。它包括<b>3M</b>（3M），<b>霍尼韦尔</b>（阁下）及<b>罗珀技术公司</b>（罗普）。</blockquote></p><p> <b>Is GE Stock A Buy Now?</b></p><p><blockquote><b>GE 股票现在值得买入吗？</b></blockquote></p><p> General Electric is making progress in its long, ambitious turnaround. GE earnings and cash flow are expected to further improve in 2021, with the Boeing 737 Max flying again. Signs continue to mount of a slow recovery in the airline industry, and the broader economy is recovering as well.</p><p><blockquote>通用电气正在其漫长而雄心勃勃的扭亏为盈中取得进展。随着波音737 Max再次飞行，GE的盈利和现金流预计将在2021年进一步改善。航空业缓慢复苏的迹象不断增加，更广泛的经济也在复苏。</blockquote></p><p> Moreover, GE's financial position continues to improve as it lowers debt and costs. The jet-leasing deal with AerCap should further help GE's balance sheet.</p><p><blockquote>此外，随着通用电气降低债务和成本，其财务状况持续改善。与 AerCap 的喷气式飞机租赁协议应该会进一步帮助通用电气的资产负债表。</blockquote></p><p> Many analysts on Wall Street are bullish about GE's current leadership and improving fundamentals. But others remain on the sidelines. And General Electric does not belong to a leading industry group.</p><p><blockquote>华尔街许多分析师看好通用电气目前的领导层和基本面的改善。但其他人仍在观望。而通用电气不属于领先的行业集团。</blockquote></p><p> From a technical perspective, GE stock offers a 115.30buy point.&nbsp;But shares are well below the entry and theRS lineis lackluster.</p><p><blockquote>从技术角度来看，通用电气股票提供了 115.30 的买入点。但股价远低于入场点，而且股价表现平淡。</blockquote></p><p> Bottom line: GE stock is not a buy.</p><p><blockquote>底线：通用电气股票不值得买入。</blockquote></p><p></p>","source":"lsy1610449120050","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>Is GE Stock A Buy After Q2 Earnings Beat?<blockquote>第二季度盈利超出预期后，通用电气股票值得买入吗？</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\">\nIs GE Stock A Buy After Q2 Earnings Beat?<blockquote>第二季度盈利超出预期后，通用电气股票值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-09-28 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>General Electric</b>'s (GE) turnaround continues to gain traction as the aviation sector slowly recovers from the coronavirus pandemic. Is GE stock a buy right now?</p><p><blockquote><b>通用电气</b>随着航空业从冠状病毒大流行中缓慢复苏，(GE) 的扭亏为盈继续获得动力。GE 股票现在值得买入吗？</blockquote></p><p> In the second quarter, GE beat earnings views, while warning on inflationary pressures ahead. Wall Street generally took the view that General Electric continues to transform into a simpler and stronger company.</p><p><blockquote>第二季度，通用电气超出了盈利预期，同时对未来的通胀压力发出警告。华尔街普遍认为，通用电气将继续转型为一家更简单、更强大的公司。</blockquote></p><p> <b>GE Stock Technical Analysis</b></p><p><blockquote><b>GE 股票技术分析</b></blockquote></p><p> Shares are forming a cup-shaped base with a 115.30buy point, according toMarketSmith chart analysis. GE stock sits 9% below the entry, meaning it is far from a proper buying zone still. The industrial stock based around the 10-week line, but is back above that support level on thestock market today.</p><p><blockquote>根据 MarketSmith 图表分析，股价正在形成一个杯形底部，买入点为 115.30。通用电气股价比入场点低 9%，这意味着它距离合适的买入区域还很远。工业股位于 10 周线附近，但今天已回到股市支撑位上方。</blockquote></p><p> Therelative strength linefor GE stock is falling again. It rallied late last year and in early 2021, within a multi-year downtrend. A rising RS line means that a stock is outperforming the S&amp;P 500 index. It is the blue line in the chart shown.</p><p><blockquote>通用电气股票的相对强弱线再次下降。它在去年年底和 2021 年初反弹，处于多年下降趋势。上升的 RS 线意味着一只股票的表现优于标普500指数。它是所示图表中的蓝线。</blockquote></p><p> The industrial giant earns a dull&nbsp;IBD Composite Ratingof 60 out of 99. The rating combines key technical and fundamental metrics in a single score.</p><p><blockquote>这家工业巨头的 IBD 综合评级为 60 分（满分 99 分）。该评级将关键技术和基本面指标结合在一个分数中。</blockquote></p><p> General Electric owns anRS Ratingof 83, meaning it has outperformed 83% of all stocks over the past year. TheAccumulation/Distribution Ratingis a C+, on a scale of A+ to a worst E. It's a sign of roughly equal buying and selling of GE shares by big institutions over the past 13 weeks.</p><p><blockquote>通用电气的 anRS 评级为 83，这意味着它在过去一年中的表现优于所有股票的 83%。累积/分配评级为 C+，从 A+ 到最差 E。这表明过去 13 周内大型机构对 GE 股票的买卖量大致相等。</blockquote></p><p> GE remains a popular stock with strong institutional support. As of June, 1,914 funds owned shares. GE stock shows three quarters of rising fund ownership, according to theIBD Stock Checkup tool.</p><p><blockquote>GE 仍然是一只拥有强大机构支持的热门股票。截至6月，共有1914只基金持有股票。根据 theIBD 股票检查工具，GE 股票显示四分之三的基金持股量正在上升。</blockquote></p><p> <b>GE Earnings And Fundamental Analysis</b></p><p><blockquote><b>GE 盈利和基本面分析</b></blockquote></p><p> On key earnings and sales metrics, GE stock earns anEPS Ratingof 45 out of a best-possible 99, and anSMR Ratingof E, on a scale of A+ (best) to E (worst). The EPS Rating compares a company's earnings per share growth vs. all other companies, and its SMR Rating reflects sales growth, profit margins and return on equity.</p><p><blockquote>在关键盈利和销售指标方面，GE 股票的 anEPS 评级为 45 分（满分 99 分），anSMR 评级为 E，范围为 A+（最佳）至 E（最差）。每股收益评级比较了一家公司与所有其他公司的每股收益增长情况，其 SMR 评级反映了销售增长、利润率和股本回报率。</blockquote></p><p> In recent years, GE shed a biotech unit, its light bulb business, and a majority stake in its oil field services business. In March, GE announced a $30 billion deal merging its aircraft-leasing unit with<b>AerCap</b>(AER), using proceeds to lower debt. The deal is set to close by the end of 2021.</p><p><blockquote>近年来，通用电气剥离了生物技术部门、灯泡业务以及油田服务业务的多数股权。今年 3 月，通用电气宣布了一项价值 300 亿美元的交易，将其飞机租赁部门与<b>空气帽</b>（AER），用收益来降低债务。该交易将于 2021 年底完成。</blockquote></p><p> For Q2,GE earned five cents a share, beating views. Revenue rose 9% and also beat. In GE's business segments, revenue increased 10% in aviation, 3% in power, 14% in health care and 16% in renewable energy segment. And GE's industrial businesses generated roughly $400 million in cash vs. a year-ago cash burn of $2.068 billion, highlighting progress in its turnaround strategy.</p><p><blockquote>第二季度，通用电气每股收益 5 美分，超出预期。收入增长 9%，也超过了预期。在通用电气的业务部门中，航空部门的收入增长了 10%，电力部门增长了 3%，医疗保健部门增长了 14%，可再生能源部门的收入增长了 16%。通用电气的工业业务产生了约 4 亿美元的现金，而一年前的现金消耗为 20.68 亿美元，凸显了其扭亏为盈战略的进展。</blockquote></p><p> \"Momentum is building across our businesses, driven by health care and services overall, with aviation showing early signs of recovery,\" CEO Larry Culp said in a statement. GE also raised its free cash flow outlook for the full year to $3.5 billion-$5 billion, while keeping EPS guidance steady. But General Electric faces intensifying inflationary pressure, Culp warned.</p><p><blockquote>首席执行官拉里·卡尔普 (Larry Culp) 在一份声明中表示：“在医疗保健和整体服务的推动下，我们所有业务的势头都在增强，航空业显示出复苏的早期迹象。”通用电气还将全年自由现金流预期上调至35亿至50亿美元，同时保持每股收益指引稳定。但卡尔普警告说，通用电气面临着日益加剧的通胀压力。</blockquote></p><p> The FCF measure is closely watched as a sign of the health of GE's operations and its ability to pay down debts. In 2020, GE generated $606 million in FCF, down 66%, but beating its own guidance. In fact, General Electric turned cash-positive a year ahead of schedule.</p><p><blockquote>自由现金流指标受到密切关注，被视为通用电气运营健康状况及其偿还债务能力的标志。2020 年，通用电气产生了 6.06 亿美元的自由现金流，下降了 66%，但超出了自己的指导。事实上，通用电气提前一年实现了现金盈利。</blockquote></p><p> For full-year 2021, analysts forecast GE earnings of $1.97 per share, up from just eight cents a share in 2020. But that would still be below 2019 EPS of $5.20, FactSet says. GE earnings are likely to more than double to $4.10 a share in 2022 as sales increase 6%.</p><p><blockquote>分析师预测 2021 年全年通用电气每股收益为 1.97 美元，高于 2020 年的每股 8 美分。但FactSet表示，这仍低于2019年5.20美元的每股收益。随着销售额增长 6%，通用电气 2022 年盈利可能会翻一番以上，达到每股 4.10 美元。</blockquote></p><p> Out of 21 analysts on Wall Street, 13 rate GE stock a buy and eight have a hold, while none has a sell, according to FactSet.</p><p><blockquote>FactSet 的数据显示，在华尔街 21 名分析师中，13 名分析师将 GE 股票评级为买入，8 名分析师将其评级为持有，而没有人将其评级为卖出。</blockquote></p><p> <b>Headwinds For GE Aviation Lifted</b></p><p><blockquote><b>通用电气航空公司的阻力消除</b></blockquote></p><p> GE Aviation makes jet engines for plane makers, such as<b>Boeing</b>(BA) and<b>Airbus</b>(EADSY). It also runs a lucrative aftermarket business for engine repair and maintenance.</p><p><blockquote>GE Aviation 为飞机制造商制造喷气发动机，例如<b>波音</b>(BA)和<b>空中客车</b>（伊德西）。它还经营着利润丰厚的发动机维修和保养售后业务。</blockquote></p><p> In 2020, Boeing halted production of the 737 Max jet for a few months after two fatal flights, which weighed on Leap engine sales. On top of that,airlines parked planes and delayed or canceled ordersdue to the pandemic. Engine shop visits slowed while leasing customers sought short-term deferrals. As a result, GE Aviation slashed jobs by 25% and later warned of more cuts.</p><p><blockquote>2020 年，波音公司在两次致命飞行后暂停了 737 Max 喷气式飞机的生产几个月，这给 Leap 发动机的销售带来了压力。最重要的是，由于疫情，航空公司停飞飞机并推迟或取消订单。发动机修理厂的访问量放缓，而租赁客户寻求短期延期。因此，GE Aviation 裁员 25%，后来警告称将进行更多裁员。</blockquote></p><p> Now the Boeing 737 Max is flying again and airlines are starting to order planes again. Meanwhile, the market continues to shift from wide-bodies to longer-range, narrow-body aircraft, benefiting General Electric. A GE joint venture dominates the market for narrow-body jet engines.</p><p><blockquote>现在波音737 Max再次飞行，航空公司开始再次订购飞机。与此同时，市场继续从宽体飞机转向航程更远、窄体飞机，这有利于通用电气。通用电气的一家合资企业主导了窄体喷气发动机市场。</blockquote></p><p> The jet-leasing deal with Ireland's AerCap marks the biggest splash so far in CEO Culp's turnaround campaign.</p><p><blockquote>与爱尔兰 AerCap 的喷气式飞机租赁协议标志着首席执行官卡尔普迄今为止扭亏为盈的最大举措。</blockquote></p><p> Proceeds from the deal allowed GE to cut debt by $30 billion and bring the total slashed since 2018 to $70 billion. Eventually, General Electric is expected to exit jet leasing altogether, though it's taking a 46% stake in the combined company for now.</p><p><blockquote>交易收益使通用电气削减了 300 亿美元的债务，使自 2018 年以来的债务总额达到 700 亿美元。最终，通用电气预计将完全退出喷气式飞机租赁业务，尽管它目前持有合并后公司 46% 的股份。</blockquote></p><p></p><p> <b>Growing Momentum For GE Stock</b></p><p><blockquote><b>GE 股票增长势头</b></blockquote></p><p> CEO Culp's top priorityis improving General Electric's financial position, while strengthening GE's industrial core, as a maker of jet engines, gas turbines, wind turbines and hospital equipment.</p><p><blockquote>首席执行官卡尔普的首要任务是改善通用电气的财务状况，同时加强通用电气作为喷气发动机、燃气轮机、风力涡轮机和医院设备制造商的工业核心。</blockquote></p><p> In 2017, GE began a vast and costly restructuring. Poorly timed acquisitions and some execution missteps caused debt to balloon and GE earnings and cash to crumble.</p><p><blockquote>2017年，通用电气开始了大规模且昂贵的重组。时机不当的收购和一些执行失误导致债务膨胀，通用电气的盈利和现金崩溃。</blockquote></p><p> The coronavirus pandemic hit GE Aviation — once its \"crown jewel\" — hardest. But GE now touts recovery or stabilization in key business segments, including aviation, gas power and health care.</p><p><blockquote>冠状病毒疫情对通用电气航空公司——曾经的“皇冠上的明珠”——打击最大。但通用电气现在吹嘘关键业务部门的复苏或稳定，包括航空、天然气电力和医疗保健。</blockquote></p><p> Meanwhile, General Electric settled certain SEC investigations, while slashing billions in costs and debts. Those moves helped to remove legal and financial overhangs, de-risking GE stock.</p><p><blockquote>与此同时，通用电气解决了美国证券交易委员会的某些调查，同时削减了数十亿美元的成本和债务。这些举措有助于消除法律和财务问题，降低通用电气股票的风险。</blockquote></p><p> GE continues to expect an aviation recoveryin the second half of 2021. But it's monitoring the Covid-19 delta variant.</p><p><blockquote>GE 继续预计航空业将在 2021 年下半年复苏。但它正在监控新冠肺炎德尔塔变异毒株。</blockquote></p><p> Other core businesses aren't out of the woods. For example, GE Power is stabilizing after a terrible slump in the market for coal- and gas turbines to generate electricity. But demand continues to shift to wind and solar energy, where GE has an emerging business.</p><p><blockquote>其他核心业务也没有走出困境。例如，GE Power 在燃煤和燃气轮机发电市场严重下滑后正在企稳。但需求继续转向风能和太阳能，通用电气在这些领域拥有新兴业务。</blockquote></p><p> Still, as GE's financial condition improves, hopes for the dividend could follow. In December 2018, a cash-challenged General Electric slashed the quarterly dividend to a token penny a share. An earlier cut, announced in November 2017 along with a broad restructuring, had halved the dividend to 12 cents.</p><p><blockquote>尽管如此，随着通用电气财务状况的改善，股息的希望可能会随之而来。2018 年 12 月，面临现金挑战的通用电气公司将季度股息削减至每股象征性的 1 美分。2017 年 11 月宣布的早期削减以及广泛的重组将股息减半至 12 美分。</blockquote></p><p> The cuts rattled investors, who prized GE stock for its long and reliable history of paying dividends. GE stock's current 4-cent annual payout offers a yield of 0.3%.</p><p><blockquote>此次削减令投资者感到不安，他们看重通用电气股票长期可靠的股息支付历史。GE 股票目前的年派息为 4 美分，收益率为 0.3%。</blockquote></p><p> <b>Rivals To General Electric</b></p><p><blockquote><b>通用电气的竞争对手</b></blockquote></p><p> Rivals to General Electric include<b>Raytheon Technologies</b>(RTX) and Siemens Energy.</p><p><blockquote>通用电气的竞争对手包括<b>雷神技术公司</b>（RTX）和西门子能源。</blockquote></p><p> Raytheon and Rolls-Royce of Britain are major jet-engine rivals. Siemens Energy competes with GE in power. It emerged in September after<b>Siemens</b>(SIEGY) spun off its low-margin gas turbine business. Japan's Mitsubishi Hitachi is another big power rival.</p><p><blockquote>英国雷神公司和劳斯莱斯公司是喷气发动机的主要竞争对手。西门子能源与通用电气在动力上竞争。它于九月出现<b>西门子</b>(SIEGY) 剥离了其低利润的燃气轮机业务。日本三菱日立是另一个大国竞争对手。</blockquote></p><p> The diversified operations group ranks No. 109 out of 197 industry groups tracked by IBD. It includes<b>3M</b>(MMM),<b>Honeywell</b>(HON) and<b>Roper Technologies</b>(ROP).</p><p><blockquote>多元化运营集团在IBD追踪的197个行业集团中排名第109位。它包括<b>3M</b>（3M），<b>霍尼韦尔</b>（阁下）及<b>罗珀技术公司</b>（罗普）。</blockquote></p><p> <b>Is GE Stock A Buy Now?</b></p><p><blockquote><b>GE 股票现在值得买入吗？</b></blockquote></p><p> General Electric is making progress in its long, ambitious turnaround. GE earnings and cash flow are expected to further improve in 2021, with the Boeing 737 Max flying again. Signs continue to mount of a slow recovery in the airline industry, and the broader economy is recovering as well.</p><p><blockquote>通用电气正在其漫长而雄心勃勃的扭亏为盈中取得进展。随着波音737 Max再次飞行，GE的盈利和现金流预计将在2021年进一步改善。航空业缓慢复苏的迹象不断增加，更广泛的经济也在复苏。</blockquote></p><p> Moreover, GE's financial position continues to improve as it lowers debt and costs. The jet-leasing deal with AerCap should further help GE's balance sheet.</p><p><blockquote>此外，随着通用电气降低债务和成本，其财务状况持续改善。与 AerCap 的喷气式飞机租赁协议应该会进一步帮助通用电气的资产负债表。</blockquote></p><p> Many analysts on Wall Street are bullish about GE's current leadership and improving fundamentals. But others remain on the sidelines. And General Electric does not belong to a leading industry group.</p><p><blockquote>华尔街许多分析师看好通用电气目前的领导层和基本面的改善。但其他人仍在观望。而通用电气不属于领先的行业集团。</blockquote></p><p> From a technical perspective, GE stock offers a 115.30buy point.&nbsp;But shares are well below the entry and theRS lineis lackluster.</p><p><blockquote>从技术角度来看，通用电气股票提供了 115.30 的买入点。但股价远低于入场点，而且股价表现平淡。</blockquote></p><p> Bottom line: GE stock is not a buy.</p><p><blockquote>底线：通用电气股票不值得买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/research/ge-stock-buy-or-sell/?src=A00220\">investors</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":{"GE":"GE航空航天"},"source_url":"https://www.investors.com/research/ge-stock-buy-or-sell/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112226714","content_text":"General Electric's (GE) turnaround continues to gain traction as the aviation sector slowly recovers from the coronavirus pandemic. Is GE stock a buy right now?\nIn the second quarter, GE beat earnings views, while warning on inflationary pressures ahead. Wall Street generally took the view that General Electric continues to transform into a simpler and stronger company.\nGE Stock Technical Analysis\nShares are forming a cup-shaped base with a 115.30buy point, according toMarketSmith chart analysis. GE stock sits 9% below the entry, meaning it is far from a proper buying zone still. The industrial stock based around the 10-week line, but is back above that support level on thestock market today.\nTherelative strength linefor GE stock is falling again. It rallied late last year and in early 2021, within a multi-year downtrend. A rising RS line means that a stock is outperforming the S&P 500 index. It is the blue line in the chart shown.\nThe industrial giant earns a dull IBD Composite Ratingof 60 out of 99. The rating combines key technical and fundamental metrics in a single score.\nGeneral Electric owns anRS Ratingof 83, meaning it has outperformed 83% of all stocks over the past year. TheAccumulation/Distribution Ratingis a C+, on a scale of A+ to a worst E. It's a sign of roughly equal buying and selling of GE shares by big institutions over the past 13 weeks.\nGE remains a popular stock with strong institutional support. As of June, 1,914 funds owned shares. GE stock shows three quarters of rising fund ownership, according to theIBD Stock Checkup tool.\nGE Earnings And Fundamental Analysis\nOn key earnings and sales metrics, GE stock earns anEPS Ratingof 45 out of a best-possible 99, and anSMR Ratingof E, on a scale of A+ (best) to E (worst). The EPS Rating compares a company's earnings per share growth vs. all other companies, and its SMR Rating reflects sales growth, profit margins and return on equity.\nIn recent years, GE shed a biotech unit, its light bulb business, and a majority stake in its oil field services business. In March, GE announced a $30 billion deal merging its aircraft-leasing unit withAerCap(AER), using proceeds to lower debt. The deal is set to close by the end of 2021.\nFor Q2,GE earned five cents a share, beating views. Revenue rose 9% and also beat. In GE's business segments, revenue increased 10% in aviation, 3% in power, 14% in health care and 16% in renewable energy segment. And GE's industrial businesses generated roughly $400 million in cash vs. a year-ago cash burn of $2.068 billion, highlighting progress in its turnaround strategy.\n\"Momentum is building across our businesses, driven by health care and services overall, with aviation showing early signs of recovery,\" CEO Larry Culp said in a statement. GE also raised its free cash flow outlook for the full year to $3.5 billion-$5 billion, while keeping EPS guidance steady. But General Electric faces intensifying inflationary pressure, Culp warned.\nThe FCF measure is closely watched as a sign of the health of GE's operations and its ability to pay down debts. In 2020, GE generated $606 million in FCF, down 66%, but beating its own guidance. In fact, General Electric turned cash-positive a year ahead of schedule.\nFor full-year 2021, analysts forecast GE earnings of $1.97 per share, up from just eight cents a share in 2020. But that would still be below 2019 EPS of $5.20, FactSet says. GE earnings are likely to more than double to $4.10 a share in 2022 as sales increase 6%.\nOut of 21 analysts on Wall Street, 13 rate GE stock a buy and eight have a hold, while none has a sell, according to FactSet.\nHeadwinds For GE Aviation Lifted\nGE Aviation makes jet engines for plane makers, such asBoeing(BA) andAirbus(EADSY). It also runs a lucrative aftermarket business for engine repair and maintenance.\nIn 2020, Boeing halted production of the 737 Max jet for a few months after two fatal flights, which weighed on Leap engine sales. On top of that,airlines parked planes and delayed or canceled ordersdue to the pandemic. Engine shop visits slowed while leasing customers sought short-term deferrals. As a result, GE Aviation slashed jobs by 25% and later warned of more cuts.\nNow the Boeing 737 Max is flying again and airlines are starting to order planes again. Meanwhile, the market continues to shift from wide-bodies to longer-range, narrow-body aircraft, benefiting General Electric. A GE joint venture dominates the market for narrow-body jet engines.\nThe jet-leasing deal with Ireland's AerCap marks the biggest splash so far in CEO Culp's turnaround campaign.\nProceeds from the deal allowed GE to cut debt by $30 billion and bring the total slashed since 2018 to $70 billion. Eventually, General Electric is expected to exit jet leasing altogether, though it's taking a 46% stake in the combined company for now.\nGrowing Momentum For GE Stock\nCEO Culp's top priorityis improving General Electric's financial position, while strengthening GE's industrial core, as a maker of jet engines, gas turbines, wind turbines and hospital equipment.\nIn 2017, GE began a vast and costly restructuring. Poorly timed acquisitions and some execution missteps caused debt to balloon and GE earnings and cash to crumble.\nThe coronavirus pandemic hit GE Aviation — once its \"crown jewel\" — hardest. But GE now touts recovery or stabilization in key business segments, including aviation, gas power and health care.\nMeanwhile, General Electric settled certain SEC investigations, while slashing billions in costs and debts. Those moves helped to remove legal and financial overhangs, de-risking GE stock.\nGE continues to expect an aviation recoveryin the second half of 2021. But it's monitoring the Covid-19 delta variant.\nOther core businesses aren't out of the woods. For example, GE Power is stabilizing after a terrible slump in the market for coal- and gas turbines to generate electricity. But demand continues to shift to wind and solar energy, where GE has an emerging business.\nStill, as GE's financial condition improves, hopes for the dividend could follow. In December 2018, a cash-challenged General Electric slashed the quarterly dividend to a token penny a share. An earlier cut, announced in November 2017 along with a broad restructuring, had halved the dividend to 12 cents.\nThe cuts rattled investors, who prized GE stock for its long and reliable history of paying dividends. GE stock's current 4-cent annual payout offers a yield of 0.3%.\nRivals To General Electric\nRivals to General Electric includeRaytheon Technologies(RTX) and Siemens Energy.\nRaytheon and Rolls-Royce of Britain are major jet-engine rivals. Siemens Energy competes with GE in power. It emerged in September afterSiemens(SIEGY) spun off its low-margin gas turbine business. Japan's Mitsubishi Hitachi is another big power rival.\nThe diversified operations group ranks No. 109 out of 197 industry groups tracked by IBD. It includes3M(MMM),Honeywell(HON) andRoper Technologies(ROP).\nIs GE Stock A Buy Now?\nGeneral Electric is making progress in its long, ambitious turnaround. GE earnings and cash flow are expected to further improve in 2021, with the Boeing 737 Max flying again. Signs continue to mount of a slow recovery in the airline industry, and the broader economy is recovering as well.\nMoreover, GE's financial position continues to improve as it lowers debt and costs. The jet-leasing deal with AerCap should further help GE's balance sheet.\nMany analysts on Wall Street are bullish about GE's current leadership and improving fundamentals. But others remain on the sidelines. And General Electric does not belong to a leading industry group.\nFrom a technical perspective, GE stock offers a 115.30buy point. But shares are well below the entry and theRS lineis lackluster.\nBottom line: GE stock is not a buy.","news_type":1,"symbols_score_info":{"GE":0.9}},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148685731,"gmtCreate":1625971705923,"gmtModify":1633931233109,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148685731","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","kind":"news","pubTimestamp":1625966101,"share":"https://www.laohunote.com/m/news/1112201050?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.<blockquote>模因股票交易远未结束。投资者需要了解的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p><p><blockquote>这似乎只是时间问题。</blockquote></p><p> When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p><p><blockquote>当游戏驿站（股票代码：GME）、黑莓（BB），甚至百视达的干涸尸体在一月份突然复活时，它们何时会再次坠毁的时间已经在流逝。会是几个小时、几天还是几周？</blockquote></p><p> It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p><p><blockquote>现在已经过去半年了，核心 “备忘录股票 ”的交易价格仍然处于研究这些股票多年的人认为离谱的水平。Clover Health Investments (CLOV) 和 Newegg Commerce (NEGG) 等新名称最近出现在留言板上，它们的股票也随之上涨。</blockquote></p><p> The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p><p><blockquote>数百万散户交易员--长期以来被嘲笑为 “哑巴钱 ”--的集体努力成功地让股市飙升，并迫使反对者投降。</blockquote></p><p> That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p><p><blockquote>尽管他们押注的公司几乎没有表现出业务转型的迹象，也没有表现出足以证明其估值的利润，但情况确实如此。黑莓在最近一个季度烧钱，并警告称其关键的网络安全部门将达到收入指导的低端；消息传出后，该股下跌，但在过去一年中仍上涨了一倍多。</blockquote></p><p> While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p><p><blockquote>虽然大型经纪商的交易量较 2 月份的峰值略有下降，但仍高于疫情爆发前的两到三倍。数量惊人的这种活动发生在散户交易者青睐的股票中。例如，AMC院线控股公司（AMC）6 月份的日均交易额达到 131 亿美元，超过了苹果（AAPL）的 95 亿美元和亚马逊（AMZN）的 103 亿美元。</blockquote></p><p> Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p><p><blockquote>即使冠状病毒在美国消退，大多数新交易者表示，他们仍然致力于他们在封锁期间学到的爱好——在一项Betterment调查中，58%的日内交易者表示，他们计划在未来进行更多的交易，只有12%的人计划减少交易。业余疫情面包师已经停止揉捏酸面团面包；交易者只会变得越来越饥饿。</blockquote></p><p> A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p><p><blockquote>持续的熊市会破坏这种食欲，就像互联网泡沫破裂时一样。目前，下跌是持有或买入的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p><p><blockquote></blockquote></p><p> “I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p><p><blockquote>“美国海军电子技术员布兰登-卢切克（Brandon Luczek）在给《巴伦周刊》的一封电子邮件中写道：”我看到'逢低买入'的情绪一刻也没有减弱。</blockquote></p><p> The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p><p><blockquote>迷因股票飙升是由散户投资者交易的增加推动的。2020年，在线经纪商以创纪录的速度签约客户，超过1000万人开设了新账户。这一记录几乎肯定会在2021年被打破。一些顶级公司透露，在今年不到一半的时间里，经纪商已经增加了超过 1000 万个账户。</blockquote></p><p> Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p><p><blockquote>模因股票既是这种现象的推车，也是马。他们的价格突然飙升是由新投资者推动的，然后这一行动推动更多的新人投资。数百万人在 1 月底和 2 月初下载了投资应用程序，只是为了享受乐趣。嘉信理财（SCHW）最近的一项调查发现，15%的现有交易者在2020年后开始投资。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p><p><blockquote></blockquote></p><p> The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p><p><blockquote>激增中最突出的参与者是 Robinhood，该公司表示仅在第一季度就增加了 550 万个资金账户。但它并不孤单。例如，富达宣布，第一季度吸引了 160 万 35 岁以下的新客户，比去年同期增长了 223%。</blockquote></p><p> Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p><p><blockquote>在 Robinhood 零佣金模式的压力下，所有主要经纪商都在 2019 年将佣金降至零。这为新客户群体打开了闸门——他们可能没有那么多闲置现金进行交易，但比前辈更加活跃和多样化。经纪人正在套现。富达希望在投资者获得驾照之前就吸引他们，允许年仅 13 岁的儿童开设交易账户。Robinhood 正在乘势而上进行首次公开募股，分析师预计其估值将超过其收入的 10 倍。</blockquote></p><p> These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p><p><blockquote>这些新客户的行为与他们的老同行不同。E*Trade 交易主管克里斯-拉金（Chris Larkin）说，多年来，“ETF 一直备受青睐”，E*Trade 现归摩根士丹利（MS）所有。但挑选个股显然是 “2021 年的大新闻”。</blockquote></p><p> To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p><p><blockquote>可以肯定的是，随着世界各地的投资者押注疫情复苏并避免疲软的债券收益率，股票交易所交易基金仍然表现良好。</blockquote></p><p></p><p> But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p><p><blockquote>但 ETF 不像股票那样点亮留言板。这并不是说顶级公司的单行道。游戏驿站二月份确实下跌，华尔街享受了幸灾乐祸的时刻。它并没有持续多久。</blockquote></p><p> “Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p><p><blockquote>“盈透证券（Interactive Brokers）首席策略师史蒂夫-索斯尼克（Steve Sosnick）写道：”就像蝉一样，备忘录交易者在表面上隐匿了几个月后又重新活跃起来。索斯尼克认为，模因股票的交易往往与加密货币相反，因为随着势头的变化，它们的粉丝会从一种货币转向另一种货币。</blockquote></p><p> “I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p><p><blockquote>“他写道：”我不认为，在比特币和其他加密货币大幅回调后，备忘录股票卷土重来完全是巧合。</blockquote></p><p> Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p><p><blockquote>索斯尼克认为备忘录股票是一个 “独立的板块”，他在电脑显示器上将其与其他股票代码分开。</blockquote></p><p> Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p><p><blockquote>事实上，华尔街对备忘录股票革命的反应一直是孤立专业人士认为不理性的市场部分。大多数卖空者不会碰这些股票，分析师也在放弃报道。</blockquote></p><p> But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p><p><blockquote>但华尔街不能像蝉一样把零售大军赶走，也不能指望它们在未来 17 年内消失。股票交易已经发生了永久性的变化。今年，零售活动占股本量的 24%，高于 2019 年的 15%。新信条的追随者不是愿意让华尔街管理市场的被动观察者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p><p><blockquote></blockquote></p><p> “What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p><p><blockquote>“哥伦比亚法学院（Columbia Law School）专门研究证券市场的教授约书亚-米茨（Joshua Mitts）说：”这实际上反映了我们所看到的趋势的逆转，即与个别公司的接触越来越少。“技术正在拉近普通投资者与他或她所投资的公司的距离，而这只是以新的、不可预测的形式出现。”</blockquote></p><p> The swings you get can definitely make you feel some sort of way.</p><p><blockquote>你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> — Matt Kohrs, 26, who streams stock analysis daily on YouTube</p><p><blockquote>— Matt Kohrs，26 岁，每天在 YouTube 上直播股票分析</blockquote></p><p> It is now changing the lives of those who got in early and are still riding the names higher.</p><p><blockquote>它现在正在改变那些早早加入的人的生活，并且仍然在更高的名字上。</blockquote></p><p> Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p><p><blockquote>以马特·科尔斯为例，他很早就投资了AMC院线。今年2月，他辞去了纽约程序员的工作，搬到了费城，并开始在YouTube上每天7个小时直播股票分析。</blockquote></p><p> With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p><p><blockquote>YouTube 拥有 35 万粉丝，它正在支付账单。科尔斯说，凭借广告和股票的收入，他可以拿到与以前大致相同的工资。但他也知道，像这样依赖股票收益与朝九晚五的工作完全不同。</blockquote></p><p> “The swings you get can definitely make you feel some sort of way,” he says.</p><p><blockquote>“他说：”你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p><p><blockquote>公司也开始做出更积极的反应。他们要么拥抱他们的新主人，要么付钱给迷因学家来理解新华尔街充满表情符号的语言，这样他们就可以阻止他们或安抚他们。</blockquote></p><p> AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p><p><blockquote>AMC 甚至在上周取消了一项拟议的股权融资，因为该公司显然不喜欢 Reddit 人群的反响。过去一年，AMC 的股票数量已经增加了五倍。首席执行官亚当-阿伦（Adam Aron）在推特上表示，他看到了 “许多人赞成，许多人反对 ”对他增发 2500 万股股票的提议的反应，因此该提议将被取消，而不是在本月晚些时候的 AMC 年会上进行表决。该公司没有回答有关如何调查股东的问题。</blockquote></p><p> Forget the boardroom. Corporate policy is now being determined in the chat room.</p><p><blockquote>忘了会议室吧。公司政策现在正在聊天室里决定。</blockquote></p><p> Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p><p><blockquote>大投资者正在花费更多时间跟踪社交媒体上有关股票的讨论。美国银行在今年的一项调查中发现，大约25%的机构已经在跟踪社交媒体情绪，但大约40%的机构有兴趣在未来使用它。</blockquote></p><p> In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p><p><blockquote>在过去的几个月里，美国银行、摩根士丹利和摩根大通都发布了关于如何围绕零售行动进行交易的报告，得出了有些不同的结论。</blockquote></p><p> There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p><p><blockquote>正如摩根士丹利所说，信号中可能存在 “阿尔法”，但要实现这一目标可能需要一些紧张的数字运算。当然，并不是所有的留言板聊天都会导致价格持续上涨，如果没有大量的数据分析，零售订单流很难与机构流分开。对于拥有工具来确定散户投资者正在购买哪些股票和正在出售哪些股票的投资者来说，摩根大通建议做多买入兴趣最高的 20% 的股票，做空卖出兴趣最高的 20% 的股票。</blockquote></p><p> For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p><p><blockquote>提供跟踪社交媒体情绪产品的另类数据公司Thinknum的鲍里斯·斯皮瓦克(Boris Spiwak)表示，目前，许多购买社交媒体情绪数据的机构似乎都在试图降低风险，而不是寻找新的机会。“他说：”他们认为这几乎就像一份保险，以限制他们的下行风险。</blockquote></p><p></p><p> For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p><p><blockquote>对于零售商来说，这种方法并不总是科学的。这一行动是由社区精神支撑的。其背后的力量既是情感上的，也是道德上的，也是经济上的。</blockquote></p><p> New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p><p><blockquote>新投资者表示，他们的动机是希望证明自己，并像利润一样惩罚保守派。他们互相学习市场，有时会放大或揭穿关于华尔街的阴谋论。一些人将模因股票运动与2008年金融危机引发的对大型金融机构的持续不信任联系起来。</blockquote></p><p> “Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p><p><blockquote>“26 岁的科尔斯说：”华尔街让我们的经济陷入困境，但没有人因此惹上麻烦。“所以，我认为他们认为我们不仅可以赚钱，还可以让华尔街的这些对冲基金付钱。”</blockquote></p><p> Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p><p><blockquote>克莱尔·赫希伯格 (Claire Hirschberg) 是一名 28 岁的工会组织者，她在 1 月份从朋友那里听说 Robinhood 上购买了价值约 50 美元的游戏驿站股票。她喜欢这个想法，但真正让她兴奋的是她父亲的反应，他是一名长期的资金经理。“她笑着说：”他很生气我买了游戏驿站，还不肯卖。“这让我想永远拿着它。”</blockquote></p><p> Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p><p><blockquote>就像老华尔街有仪式和准则一样，新华尔街也有。一位新的投资银行员工很快就会知道，在你成为合伙人之前，你不会打菲拉格慕领带。在总经理离开之前，你从不离开办公室，你也不会抱怨工作时间。坏人是监管者和参议员伊丽莎白·沃伦，而且不是按顺序。</blockquote></p><p> The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p><p><blockquote>新的交易台——数百万散户交易者现在使用的应用程序和他们聚集的留言板——也有潜规则。公开承认财务损失是一种勇敢的行为，是内部坚韧和对本集团信念的证明。你不把自己当回事，也不规范语言。你是 “猿类 ”或 “弱智 ”大军的一员。你坚持住，即使这意味着你可能会失去一切。坏人依次是卖空者、做市商和华尔街精英。</blockquote></p><p> The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p><p><blockquote>集体行动不仅仅是为了精神支持。交易策略取决于人们保持买入压力，迫使做空，或买入看涨期权，从而引发所谓的伽马挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p><p><blockquote><p class=\"t-img-caption\"><span>基思·吉尔 (Keith Gill) 在二月份众议院金融服务委员会听证会上虚拟露面，成为 Reddit 散户交易员大军推高游戏驿站股价的代言人。</span></p></blockquote></p><p> Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p><p><blockquote>许多卖空者表示，他们不会再碰这些股票了。但显然，其他人并没有采纳这一建议，而是通过反复做空股票来给备忘录运动注入氧气。6 月中旬，AMC 的空头权益占该股流通量的 17%，低于 1 月份的 28%，但降幅不大。</blockquote></p><p> As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p><p><blockquote>随着价格上涨，空头们也控制不住自己。多年来一直关注游戏驿站的韦德布什证券分析师迈克尔-帕切特（Michael Pachter）说，他们开始 “流口水，耳朵里冒出火焰”。“他说：”让我感到震惊的是精神错乱的定义，就是一遍又一遍地做同样的事情，每次都希望有不同的结果，而空头却不断出现。“[游戏驿站公牛]基思-吉尔（Keith Gill）和他的 Reddit raiders 一直在挤压他们，而且一直在起作用。”</blockquote></p><p> To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p><p><blockquote>为了击败卖空者，Reddit 人群需要团结起来，但该社区有时会出现裂缝。拥有最坚定粉丝群的两只模因股票——游戏驿站和 AMC——仍然拥有庞大的核心信徒大军，他们似乎不容易动摇。但其他名字似乎有更善变的支持者。几只陷入迷因疯狂的股票已经崩溃。 Bed Bath &amp; Beyond (BBBY) 在 1 月底和 6 月初两次飙升，但现在的交易价格仅略高于 1 月中旬的水平。在上涨期间买入的人已经赔钱了。</blockquote></p><p> Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p><p><blockquote>不信任已经蔓延，一些交易员担心 wallstreetbets——激发游戏驿站狂热的最初 Reddit 留言板——发展如此之快，以至于它已经失去了最初的精神，并可能变得容易受到操纵。有些人搬到了其他留言板，如 r/superstonk，希望能重现老社区的风味。</blockquote></p><p> Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p><p><blockquote>社交媒体跟踪公司 Hype Equity 的创始人特拉维斯·雷尔 (Travis Rehl) 表示，他试图将可能的操纵者与更有机的投资者情绪区分开来。他说，炒作股权通常由代表网上谈论的公司的公关公司雇佣。现在，他看到了一种不断增长的趋势，即股票突然出现在留言板上，收到积极的聊天，然后消失。</blockquote></p><p></p><p> “It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p><p><blockquote>“他说：”这让人怀疑什么是真正的讨论，什么是某人只想炒作的东西。wallstreetbets 的版主禁止在该平台上操纵市场，Rehl 表示，他们似乎正在努力遏制错误信息。主持人没有回应《巴伦周刊》的置评请求。</blockquote></p><p> “If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p><p><blockquote>“索斯尼克说：”如果你能制造足够的轰动效应，让一只股票在短时间内上涨 10%、20%，甚至 50%，那么你就有巨大的动力去做这件事。</blockquote></p><p> The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p><p><blockquote>美国证券交易委员会正在关注留言板上的有趣交易。美国证券交易委员会主席加里·詹斯勒（Gary Gensler）和一些国会议员讨论了改变市场规则，目的是增加保护散户交易者的透明度——尽管如果这些变化减缓交易速度或使交易成本更高，也可能激怒零售人群。</blockquote></p><p> Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p><p><blockquote>监管并不是唯一能遏制这一趋势的因素。fintech Betterment 行为金融和投资副总裁丹·伊根 (Dan Egan) 认为，这种势头可能会在 9 月份耗尽。即使是 “猿猴 ”也有责任。“他说：”孩子们开始重返校园；家长们也可以自由地再次上班了。“那是下一次从房间里抽出氧气的时候了。”</blockquote></p><p> Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p><p><blockquote>传统投资者可能会倾向于将整个现象视为由封锁和免费政府资金引发的暂时疯狂。但那将是一个错误。如果零佣金经纪和游戏驿站乐趣打破了数百万新投资者开户的障碍，那么只要大多数人用他们并不立即需要的钱下注，这几乎肯定是一件好事。许多新零售商表示，他们正在自学如何交易，并开始分散持股。</blockquote></p><p> In one form or another, this is the future client base of Wall Street.</p><p><blockquote>无论如何，这是华尔街未来的客户群。</blockquote></p><p> Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p><p><blockquote>亚利桑那州立大学教授亨德里克-贝森宾德（Hendrik Bessembinder）在2018年发表了一项开创性的研究，发现“在随机选择的月份随机选择的股票，亏损的可能性大于赚钱的可能性”。简而言之，挑选单只股票并持有集中投资组合往往是一种失败的策略。</blockquote></p><p> Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p><p><blockquote>即便如此，他还是对新一波交易感到鼓舞。“贝森宾德说：”我欢迎零售交易的增加，欢迎股票市场成为一个广泛参与的地方。“经济学家不能告诉人们他们不应该找点乐子”。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Meme Stock Trade Is Far From Over. What Investors Need to Know.<blockquote>模因股票交易远未结束。投资者需要了解的内容。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.<blockquote>模因股票交易远未结束。投资者需要了解的内容。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-11 09:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It seemed to be only a matter of time.</p><p><blockquote>这似乎只是时间问题。</blockquote></p><p> When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p><p><blockquote>当游戏驿站（股票代码：GME）、黑莓（BB），甚至百视达的干涸尸体在一月份突然复活时，它们何时会再次坠毁的时间已经在流逝。会是几个小时、几天还是几周？</blockquote></p><p> It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p><p><blockquote>现在已经过去半年了，核心 “备忘录股票 ”的交易价格仍然处于研究这些股票多年的人认为离谱的水平。Clover Health Investments (CLOV) 和 Newegg Commerce (NEGG) 等新名称最近出现在留言板上，它们的股票也随之上涨。</blockquote></p><p> The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p><p><blockquote>数百万散户交易员--长期以来被嘲笑为 “哑巴钱 ”--的集体努力成功地让股市飙升，并迫使反对者投降。</blockquote></p><p> That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p><p><blockquote>尽管他们押注的公司几乎没有表现出业务转型的迹象，也没有表现出足以证明其估值的利润，但情况确实如此。黑莓在最近一个季度烧钱，并警告称其关键的网络安全部门将达到收入指导的低端；消息传出后，该股下跌，但在过去一年中仍上涨了一倍多。</blockquote></p><p> While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p><p><blockquote>虽然大型经纪商的交易量较 2 月份的峰值略有下降，但仍高于疫情爆发前的两到三倍。数量惊人的这种活动发生在散户交易者青睐的股票中。例如，AMC院线控股公司（AMC）6 月份的日均交易额达到 131 亿美元，超过了苹果（AAPL）的 95 亿美元和亚马逊（AMZN）的 103 亿美元。</blockquote></p><p> Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p><p><blockquote>即使冠状病毒在美国消退，大多数新交易者表示，他们仍然致力于他们在封锁期间学到的爱好——在一项Betterment调查中，58%的日内交易者表示，他们计划在未来进行更多的交易，只有12%的人计划减少交易。业余疫情面包师已经停止揉捏酸面团面包；交易者只会变得越来越饥饿。</blockquote></p><p> A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p><p><blockquote>持续的熊市会破坏这种食欲，就像互联网泡沫破裂时一样。目前，下跌是持有或买入的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p><p><blockquote></blockquote></p><p> “I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p><p><blockquote>“美国海军电子技术员布兰登-卢切克（Brandon Luczek）在给《巴伦周刊》的一封电子邮件中写道：”我看到'逢低买入'的情绪一刻也没有减弱。</blockquote></p><p> The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p><p><blockquote>迷因股票飙升是由散户投资者交易的增加推动的。2020年，在线经纪商以创纪录的速度签约客户，超过1000万人开设了新账户。这一记录几乎肯定会在2021年被打破。一些顶级公司透露，在今年不到一半的时间里，经纪商已经增加了超过 1000 万个账户。</blockquote></p><p> Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p><p><blockquote>模因股票既是这种现象的推车，也是马。他们的价格突然飙升是由新投资者推动的，然后这一行动推动更多的新人投资。数百万人在 1 月底和 2 月初下载了投资应用程序，只是为了享受乐趣。嘉信理财（SCHW）最近的一项调查发现，15%的现有交易者在2020年后开始投资。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p><p><blockquote></blockquote></p><p> The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p><p><blockquote>激增中最突出的参与者是 Robinhood，该公司表示仅在第一季度就增加了 550 万个资金账户。但它并不孤单。例如，富达宣布，第一季度吸引了 160 万 35 岁以下的新客户，比去年同期增长了 223%。</blockquote></p><p> Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p><p><blockquote>在 Robinhood 零佣金模式的压力下，所有主要经纪商都在 2019 年将佣金降至零。这为新客户群体打开了闸门——他们可能没有那么多闲置现金进行交易，但比前辈更加活跃和多样化。经纪人正在套现。富达希望在投资者获得驾照之前就吸引他们，允许年仅 13 岁的儿童开设交易账户。Robinhood 正在乘势而上进行首次公开募股，分析师预计其估值将超过其收入的 10 倍。</blockquote></p><p> These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p><p><blockquote>这些新客户的行为与他们的老同行不同。E*Trade 交易主管克里斯-拉金（Chris Larkin）说，多年来，“ETF 一直备受青睐”，E*Trade 现归摩根士丹利（MS）所有。但挑选个股显然是 “2021 年的大新闻”。</blockquote></p><p> To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p><p><blockquote>可以肯定的是，随着世界各地的投资者押注疫情复苏并避免疲软的债券收益率，股票交易所交易基金仍然表现良好。</blockquote></p><p></p><p> But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p><p><blockquote>但 ETF 不像股票那样点亮留言板。这并不是说顶级公司的单行道。游戏驿站二月份确实下跌，华尔街享受了幸灾乐祸的时刻。它并没有持续多久。</blockquote></p><p> “Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p><p><blockquote>“盈透证券（Interactive Brokers）首席策略师史蒂夫-索斯尼克（Steve Sosnick）写道：”就像蝉一样，备忘录交易者在表面上隐匿了几个月后又重新活跃起来。索斯尼克认为，模因股票的交易往往与加密货币相反，因为随着势头的变化，它们的粉丝会从一种货币转向另一种货币。</blockquote></p><p> “I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p><p><blockquote>“他写道：”我不认为，在比特币和其他加密货币大幅回调后，备忘录股票卷土重来完全是巧合。</blockquote></p><p> Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p><p><blockquote>索斯尼克认为备忘录股票是一个 “独立的板块”，他在电脑显示器上将其与其他股票代码分开。</blockquote></p><p> Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p><p><blockquote>事实上，华尔街对备忘录股票革命的反应一直是孤立专业人士认为不理性的市场部分。大多数卖空者不会碰这些股票，分析师也在放弃报道。</blockquote></p><p> But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p><p><blockquote>但华尔街不能像蝉一样把零售大军赶走，也不能指望它们在未来 17 年内消失。股票交易已经发生了永久性的变化。今年，零售活动占股本量的 24%，高于 2019 年的 15%。新信条的追随者不是愿意让华尔街管理市场的被动观察者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p><p><blockquote></blockquote></p><p> “What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p><p><blockquote>“哥伦比亚法学院（Columbia Law School）专门研究证券市场的教授约书亚-米茨（Joshua Mitts）说：”这实际上反映了我们所看到的趋势的逆转，即与个别公司的接触越来越少。“技术正在拉近普通投资者与他或她所投资的公司的距离，而这只是以新的、不可预测的形式出现。”</blockquote></p><p> The swings you get can definitely make you feel some sort of way.</p><p><blockquote>你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> — Matt Kohrs, 26, who streams stock analysis daily on YouTube</p><p><blockquote>— Matt Kohrs，26 岁，每天在 YouTube 上直播股票分析</blockquote></p><p> It is now changing the lives of those who got in early and are still riding the names higher.</p><p><blockquote>它现在正在改变那些早早加入的人的生活，并且仍然在更高的名字上。</blockquote></p><p> Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p><p><blockquote>以马特·科尔斯为例，他很早就投资了AMC院线。今年2月，他辞去了纽约程序员的工作，搬到了费城，并开始在YouTube上每天7个小时直播股票分析。</blockquote></p><p> With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p><p><blockquote>YouTube 拥有 35 万粉丝，它正在支付账单。科尔斯说，凭借广告和股票的收入，他可以拿到与以前大致相同的工资。但他也知道，像这样依赖股票收益与朝九晚五的工作完全不同。</blockquote></p><p> “The swings you get can definitely make you feel some sort of way,” he says.</p><p><blockquote>“他说：”你得到的秋千肯定会让你有某种感觉。</blockquote></p><p> Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p><p><blockquote>公司也开始做出更积极的反应。他们要么拥抱他们的新主人，要么付钱给迷因学家来理解新华尔街充满表情符号的语言，这样他们就可以阻止他们或安抚他们。</blockquote></p><p> AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p><p><blockquote>AMC 甚至在上周取消了一项拟议的股权融资，因为该公司显然不喜欢 Reddit 人群的反响。过去一年，AMC 的股票数量已经增加了五倍。首席执行官亚当-阿伦（Adam Aron）在推特上表示，他看到了 “许多人赞成，许多人反对 ”对他增发 2500 万股股票的提议的反应，因此该提议将被取消，而不是在本月晚些时候的 AMC 年会上进行表决。该公司没有回答有关如何调查股东的问题。</blockquote></p><p> Forget the boardroom. Corporate policy is now being determined in the chat room.</p><p><blockquote>忘了会议室吧。公司政策现在正在聊天室里决定。</blockquote></p><p> Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p><p><blockquote>大投资者正在花费更多时间跟踪社交媒体上有关股票的讨论。美国银行在今年的一项调查中发现，大约25%的机构已经在跟踪社交媒体情绪，但大约40%的机构有兴趣在未来使用它。</blockquote></p><p> In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p><p><blockquote>在过去的几个月里，美国银行、摩根士丹利和摩根大通都发布了关于如何围绕零售行动进行交易的报告，得出了有些不同的结论。</blockquote></p><p> There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p><p><blockquote>正如摩根士丹利所说，信号中可能存在 “阿尔法”，但要实现这一目标可能需要一些紧张的数字运算。当然，并不是所有的留言板聊天都会导致价格持续上涨，如果没有大量的数据分析，零售订单流很难与机构流分开。对于拥有工具来确定散户投资者正在购买哪些股票和正在出售哪些股票的投资者来说，摩根大通建议做多买入兴趣最高的 20% 的股票，做空卖出兴趣最高的 20% 的股票。</blockquote></p><p> For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p><p><blockquote>提供跟踪社交媒体情绪产品的另类数据公司Thinknum的鲍里斯·斯皮瓦克(Boris Spiwak)表示，目前，许多购买社交媒体情绪数据的机构似乎都在试图降低风险，而不是寻找新的机会。“他说：”他们认为这几乎就像一份保险，以限制他们的下行风险。</blockquote></p><p></p><p> For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p><p><blockquote>对于零售商来说，这种方法并不总是科学的。这一行动是由社区精神支撑的。其背后的力量既是情感上的，也是道德上的，也是经济上的。</blockquote></p><p> New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p><p><blockquote>新投资者表示，他们的动机是希望证明自己，并像利润一样惩罚保守派。他们互相学习市场，有时会放大或揭穿关于华尔街的阴谋论。一些人将模因股票运动与2008年金融危机引发的对大型金融机构的持续不信任联系起来。</blockquote></p><p> “Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p><p><blockquote>“26 岁的科尔斯说：”华尔街让我们的经济陷入困境，但没有人因此惹上麻烦。“所以，我认为他们认为我们不仅可以赚钱，还可以让华尔街的这些对冲基金付钱。”</blockquote></p><p> Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p><p><blockquote>克莱尔·赫希伯格 (Claire Hirschberg) 是一名 28 岁的工会组织者，她在 1 月份从朋友那里听说 Robinhood 上购买了价值约 50 美元的游戏驿站股票。她喜欢这个想法，但真正让她兴奋的是她父亲的反应，他是一名长期的资金经理。“她笑着说：”他很生气我买了游戏驿站，还不肯卖。“这让我想永远拿着它。”</blockquote></p><p> Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p><p><blockquote>就像老华尔街有仪式和准则一样，新华尔街也有。一位新的投资银行员工很快就会知道，在你成为合伙人之前，你不会打菲拉格慕领带。在总经理离开之前，你从不离开办公室，你也不会抱怨工作时间。坏人是监管者和参议员伊丽莎白·沃伦，而且不是按顺序。</blockquote></p><p> The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p><p><blockquote>新的交易台——数百万散户交易者现在使用的应用程序和他们聚集的留言板——也有潜规则。公开承认财务损失是一种勇敢的行为，是内部坚韧和对本集团信念的证明。你不把自己当回事，也不规范语言。你是 “猿类 ”或 “弱智 ”大军的一员。你坚持住，即使这意味着你可能会失去一切。坏人依次是卖空者、做市商和华尔街精英。</blockquote></p><p> The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p><p><blockquote>集体行动不仅仅是为了精神支持。交易策略取决于人们保持买入压力，迫使做空，或买入看涨期权，从而引发所谓的伽马挤压。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p><p><blockquote><p class=\"t-img-caption\"><span>基思·吉尔 (Keith Gill) 在二月份众议院金融服务委员会听证会上虚拟露面，成为 Reddit 散户交易员大军推高游戏驿站股价的代言人。</span></p></blockquote></p><p> Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p><p><blockquote>许多卖空者表示，他们不会再碰这些股票了。但显然，其他人并没有采纳这一建议，而是通过反复做空股票来给备忘录运动注入氧气。6 月中旬，AMC 的空头权益占该股流通量的 17%，低于 1 月份的 28%，但降幅不大。</blockquote></p><p> As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p><p><blockquote>随着价格上涨，空头们也控制不住自己。多年来一直关注游戏驿站的韦德布什证券分析师迈克尔-帕切特（Michael Pachter）说，他们开始 “流口水，耳朵里冒出火焰”。“他说：”让我感到震惊的是精神错乱的定义，就是一遍又一遍地做同样的事情，每次都希望有不同的结果，而空头却不断出现。“[游戏驿站公牛]基思-吉尔（Keith Gill）和他的 Reddit raiders 一直在挤压他们，而且一直在起作用。”</blockquote></p><p> To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p><p><blockquote>为了击败卖空者，Reddit 人群需要团结起来，但该社区有时会出现裂缝。拥有最坚定粉丝群的两只模因股票——游戏驿站和 AMC——仍然拥有庞大的核心信徒大军，他们似乎不容易动摇。但其他名字似乎有更善变的支持者。几只陷入迷因疯狂的股票已经崩溃。 Bed Bath &amp; Beyond (BBBY) 在 1 月底和 6 月初两次飙升，但现在的交易价格仅略高于 1 月中旬的水平。在上涨期间买入的人已经赔钱了。</blockquote></p><p> Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p><p><blockquote>不信任已经蔓延，一些交易员担心 wallstreetbets——激发游戏驿站狂热的最初 Reddit 留言板——发展如此之快，以至于它已经失去了最初的精神，并可能变得容易受到操纵。有些人搬到了其他留言板，如 r/superstonk，希望能重现老社区的风味。</blockquote></p><p> Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p><p><blockquote>社交媒体跟踪公司 Hype Equity 的创始人特拉维斯·雷尔 (Travis Rehl) 表示，他试图将可能的操纵者与更有机的投资者情绪区分开来。他说，炒作股权通常由代表网上谈论的公司的公关公司雇佣。现在，他看到了一种不断增长的趋势，即股票突然出现在留言板上，收到积极的聊天，然后消失。</blockquote></p><p></p><p> “It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p><p><blockquote>“他说：”这让人怀疑什么是真正的讨论，什么是某人只想炒作的东西。wallstreetbets 的版主禁止在该平台上操纵市场，Rehl 表示，他们似乎正在努力遏制错误信息。主持人没有回应《巴伦周刊》的置评请求。</blockquote></p><p> “If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p><p><blockquote>“索斯尼克说：”如果你能制造足够的轰动效应，让一只股票在短时间内上涨 10%、20%，甚至 50%，那么你就有巨大的动力去做这件事。</blockquote></p><p> The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p><p><blockquote>美国证券交易委员会正在关注留言板上的有趣交易。美国证券交易委员会主席加里·詹斯勒（Gary Gensler）和一些国会议员讨论了改变市场规则，目的是增加保护散户交易者的透明度——尽管如果这些变化减缓交易速度或使交易成本更高，也可能激怒零售人群。</blockquote></p><p> Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p><p><blockquote>监管并不是唯一能遏制这一趋势的因素。fintech Betterment 行为金融和投资副总裁丹·伊根 (Dan Egan) 认为，这种势头可能会在 9 月份耗尽。即使是 “猿猴 ”也有责任。“他说：”孩子们开始重返校园；家长们也可以自由地再次上班了。“那是下一次从房间里抽出氧气的时候了。”</blockquote></p><p> Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p><p><blockquote>传统投资者可能会倾向于将整个现象视为由封锁和免费政府资金引发的暂时疯狂。但那将是一个错误。如果零佣金经纪和游戏驿站乐趣打破了数百万新投资者开户的障碍，那么只要大多数人用他们并不立即需要的钱下注，这几乎肯定是一件好事。许多新零售商表示，他们正在自学如何交易，并开始分散持股。</blockquote></p><p> In one form or another, this is the future client base of Wall Street.</p><p><blockquote>无论如何，这是华尔街未来的客户群。</blockquote></p><p> Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p><p><blockquote>亚利桑那州立大学教授亨德里克-贝森宾德（Hendrik Bessembinder）在2018年发表了一项开创性的研究，发现“在随机选择的月份随机选择的股票，亏损的可能性大于赚钱的可能性”。简而言之，挑选单只股票并持有集中投资组合往往是一种失败的策略。</blockquote></p><p> Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p><p><blockquote>即便如此，他还是对新一波交易感到鼓舞。“贝森宾德说：”我欢迎零售交易的增加，欢迎股票市场成为一个广泛参与的地方。“经济学家不能告诉人们他们不应该找点乐子”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BB":"黑莓","CARV":"卡弗储蓄","WKHS":"Workhorse Group, Inc.","NEGG":"Newegg Comm Inc.","CLOV":"Clover Health Corp","AMC":"AMC院线","BBBY":"Bed Bath & Beyond, Inc.","SCHW":"嘉信理财"},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1,"symbols_score_info":{"BBBY":0.9,"CARV":0.9,"SCHW":0.9,"BB":0.9,"WKHS":0.9,"GME":0.9,"NEGG":0.9,"AMC":0.9,"CLOV":0.9,"MRIN":0.9}},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872514674,"gmtCreate":1637547003395,"gmtModify":1637547003395,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872514674","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohunote.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BBY":"百思买","DE":"迪尔股份有限公司",".DJI":"道琼斯","DELL":"戴尔",".IXIC":"NASDAQ Composite","ZM":"Zoom"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"DE":0.9,".SPX":0.9,"ZM":0.9,"DELL":0.9,"BBY":0.9}},"isVote":1,"tweetType":1,"viewCount":3467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853817933,"gmtCreate":1634788038370,"gmtModify":1634788038557,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853817933","repostId":"1151246205","repostType":4,"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827370112,"gmtCreate":1634428302792,"gmtModify":1634428303012,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827370112","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145240873,"gmtCreate":1626227089392,"gmtModify":1633928846005,"author":{"id":"3581580011126880","authorId":"3581580011126880","name":"钱来多多","avatar":"https://static.tigerbbs.com/11ab5676773891c2257d3dc3cdc066ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581580011126880","authorIdStr":"3581580011126880"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145240873","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}