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2021-06-10

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U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>

2021-05-12

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Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>

2021-11-08

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Opinion: Wall Street will tell you that stocks shine in November but here’s the unvarnished truth<blockquote>观点：华尔街会告诉你股市在11月份大放异彩，但这是赤裸裸的事实</blockquote>

2021-06-01

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2021-10-30

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2021-05-13

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2021-05-08

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2021-05-01

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2021-11-22

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Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote>

2021-11-16

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17:59","market":"fut","language":"en","title":"Oil Trims Weekly Gain Amid Low Liquidity Heading Into Christmas<blockquote>由于圣诞节前流动性较低，油价削减每周涨幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112957001","media":"Bloomberg","summary":"(Bloomberg) -- Brent oil fell as as trading volumes thinned moving into the holiday period, but stil","content":"<p>(Bloomberg) -- Brent oil fell as as trading volumes thinned moving into the holiday period, but still headed for a weekly gain on signs that the omicron variant of the virus may be less severe than previous strains.</p><p><blockquote>（彭博社）-布伦特原油下跌，因进入假期期间交易量减少，但仍将每周上涨，因为有迹象表明奥密克戎病毒变种可能没有以前的毒株严重。</blockquote></p><p> Futures in London slipped 0.7% toward $76 a barrel on Friday. While omicron has led to some travel restrictions and surging infections, a U.K. health agency said the variant was less likely to lead to hospitalizations, compared with the delta strain.</p><p><blockquote>周五，伦敦期货下跌0.7%，至每桶76美元。虽然奥密克戎导致了一些旅行限制和感染激增，但英国卫生机构表示，与德尔塔毒株相比，该变种不太可能导致住院。</blockquote></p><p> While prices dipped early Friday, barely 50,000 Brent crude contracts had traded, suggesting little could be read into the move. On a normal trading day, volumes would be just below 1 million contracts.</p><p><blockquote>尽管周五早些时候价格下跌，但布伦特原油合约仅交易了50,000份，这表明对这一走势几乎没有什么可解读的。在正常交易日，交易量将略低于100万份合约。</blockquote></p><p> Oil is heading for a yearly gain after a robust rebound from the pandemic, but the rally has faltered recently, in part due to concerns about omicron. There are some signs of tightening emerging, however, with supply disruptions in Libya and Nigeria, while the demand outlook was boosted in recent days by positive news about the severity of omicron.</p><p><blockquote>在从疫情强劲反弹后，油价有望实现年度上涨，但最近涨势有所减弱，部分原因是对奥密克戎的担忧。然而，随着利比亚和尼日利亚的供应中断，出现了一些紧缩迹象，而最近几天有关奥密克戎严重程度的积极消息提振了需求前景。</blockquote></p><p> “If the news are indeed confirmed that omicron is going to be fast and furious, not going to be quite as dangerous, that could end up being quite bullish for oil next year,” Francisco Blanch, global head of commodities and derivatives research at Bank of America said in a Bloomberg TV interview. “There’s a risk oil spikes next year.”</p><p><blockquote>美国银行大宗商品和衍生品研究全球主管Francisco Blanch在接受彭博电视台采访时表示：“如果消息确实证实奥密克戎将会快速而激烈，而不会那么危险，那么明年可能会非常看好石油。”“明年油价存在飙升的风险。”</blockquote></p><p> Omicron appears to be less severe but more contagious than any other strain to date, the U.K. Health Security Agency said Thursday. An individual infected with the variant is 50% to 70% less likely to be admitted to hospital, compared with the delta strain, the agency said.</p><p><blockquote>英国卫生安全局周四表示，与迄今为止的任何其他毒株相比，奥密克戎病毒似乎没有那么严重，但传染性更强。该机构表示，与delta毒株相比，感染该变种的人住院的可能性降低了50%至70%。</blockquote></p><p> The U.S., meanwhile, awarded a second batch of crude oil from the strategic reserve to Marathon Petroleum Corp. as part of the Biden administration’s effort to lower energy costs. South Korea on Thursday became the first Asian consumer to follow through with a pledge to tap emergency stockpiles under the coordinated initiative.</p><p><blockquote>与此同时，作为拜登政府降低能源成本努力的一部分，美国从战略储备中向马拉松石油公司提供了第二批原油。韩国周四成为第一个兑现根据协调倡议动用紧急库存承诺的亚洲消费国。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Trims Weekly Gain Amid Low Liquidity Heading Into Christmas<blockquote>由于圣诞节前流动性较低，油价削减每周涨幅</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\">\nOil Trims Weekly Gain Amid Low Liquidity Heading Into Christmas<blockquote>由于圣诞节前流动性较低，油价削减每周涨幅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-12-24 17:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Brent oil fell as as trading volumes thinned moving into the holiday period, but still headed for a weekly gain on signs that the omicron variant of the virus may be less severe than previous strains.</p><p><blockquote>（彭博社）-布伦特原油下跌，因进入假期期间交易量减少，但仍将每周上涨，因为有迹象表明奥密克戎病毒变种可能没有以前的毒株严重。</blockquote></p><p> Futures in London slipped 0.7% toward $76 a barrel on Friday. While omicron has led to some travel restrictions and surging infections, a U.K. health agency said the variant was less likely to lead to hospitalizations, compared with the delta strain.</p><p><blockquote>周五，伦敦期货下跌0.7%，至每桶76美元。虽然奥密克戎导致了一些旅行限制和感染激增，但英国卫生机构表示，与德尔塔毒株相比，该变种不太可能导致住院。</blockquote></p><p> While prices dipped early Friday, barely 50,000 Brent crude contracts had traded, suggesting little could be read into the move. On a normal trading day, volumes would be just below 1 million contracts.</p><p><blockquote>尽管周五早些时候价格下跌，但布伦特原油合约仅交易了50,000份，这表明对这一走势几乎没有什么可解读的。在正常交易日，交易量将略低于100万份合约。</blockquote></p><p> Oil is heading for a yearly gain after a robust rebound from the pandemic, but the rally has faltered recently, in part due to concerns about omicron. There are some signs of tightening emerging, however, with supply disruptions in Libya and Nigeria, while the demand outlook was boosted in recent days by positive news about the severity of omicron.</p><p><blockquote>在从疫情强劲反弹后，油价有望实现年度上涨，但最近涨势有所减弱，部分原因是对奥密克戎的担忧。然而，随着利比亚和尼日利亚的供应中断，出现了一些紧缩迹象，而最近几天有关奥密克戎严重程度的积极消息提振了需求前景。</blockquote></p><p> “If the news are indeed confirmed that omicron is going to be fast and furious, not going to be quite as dangerous, that could end up being quite bullish for oil next year,” Francisco Blanch, global head of commodities and derivatives research at Bank of America said in a Bloomberg TV interview. “There’s a risk oil spikes next year.”</p><p><blockquote>美国银行大宗商品和衍生品研究全球主管Francisco Blanch在接受彭博电视台采访时表示：“如果消息确实证实奥密克戎将会快速而激烈，而不会那么危险，那么明年可能会非常看好石油。”“明年油价存在飙升的风险。”</blockquote></p><p> Omicron appears to be less severe but more contagious than any other strain to date, the U.K. Health Security Agency said Thursday. An individual infected with the variant is 50% to 70% less likely to be admitted to hospital, compared with the delta strain, the agency said.</p><p><blockquote>英国卫生安全局周四表示，与迄今为止的任何其他毒株相比，奥密克戎病毒似乎没有那么严重，但传染性更强。该机构表示，与delta毒株相比，感染该变种的人住院的可能性降低了50%至70%。</blockquote></p><p> The U.S., meanwhile, awarded a second batch of crude oil from the strategic reserve to Marathon Petroleum Corp. as part of the Biden administration’s effort to lower energy costs. South Korea on Thursday became the first Asian consumer to follow through with a pledge to tap emergency stockpiles under the coordinated initiative.</p><p><blockquote>与此同时，作为拜登政府降低能源成本努力的一部分，美国从战略储备中向马拉松石油公司提供了第二批原油。韩国周四成为第一个兑现根据协调倡议动用紧急库存承诺的亚洲消费国。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/oil-trims-weekly-gain-thin-073058926.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-trims-weekly-gain-thin-073058926.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112957001","content_text":"(Bloomberg) -- Brent oil fell as as trading volumes thinned moving into the holiday period, but still headed for a weekly gain on signs that the omicron variant of the virus may be less severe than previous strains.\nFutures in London slipped 0.7% toward $76 a barrel on Friday. While omicron has led to some travel restrictions and surging infections, a U.K. health agency said the variant was less likely to lead to hospitalizations, compared with the delta strain.\nWhile prices dipped early Friday, barely 50,000 Brent crude contracts had traded, suggesting little could be read into the move. On a normal trading day, volumes would be just below 1 million contracts.\nOil is heading for a yearly gain after a robust rebound from the pandemic, but the rally has faltered recently, in part due to concerns about omicron. There are some signs of tightening emerging, however, with supply disruptions in Libya and Nigeria, while the demand outlook was boosted in recent days by positive news about the severity of omicron.\n“If the news are indeed confirmed that omicron is going to be fast and furious, not going to be quite as dangerous, that could end up being quite bullish for oil next year,” Francisco Blanch, global head of commodities and derivatives research at Bank of America said in a Bloomberg TV interview. “There’s a risk oil spikes next year.”\nOmicron appears to be less severe but more contagious than any other strain to date, the U.K. Health Security Agency said Thursday. An individual infected with the variant is 50% to 70% less likely to be admitted to hospital, compared with the delta strain, the agency said.\nThe U.S., meanwhile, awarded a second batch of crude oil from the strategic reserve to Marathon Petroleum Corp. as part of the Biden administration’s effort to lower energy costs. South Korea on Thursday became the first Asian consumer to follow through with a pledge to tap emergency stockpiles under the coordinated initiative.","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698651078,"gmtCreate":1640391054198,"gmtModify":1640391054764,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698651078","repostId":"1175608113","repostType":4,"repost":{"id":"1175608113","kind":"news","pubTimestamp":1640342686,"share":"https://www.laohu8.com/m/news/1175608113?lang=zh_CN&edition=full","pubTime":"2021-12-24 18:44","market":"us","language":"en","title":"Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608113","media":"Investors","summary":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical o","content":"<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</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 Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</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 Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-12-24 18:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/news/technology/amazon-stock-buy-now/?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":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608113","content_text":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against Walmart(WMT). Is Amazon stock a buy?\nAmazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.\nWalmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.\nMuch work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.\nAt the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.\nAmazon Is Making Critical Investments\n\"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"\nAmazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.\nFor its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.\nThe company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.\nCowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.\nAmazon Introduces Numerous New Gadgets\nOn Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.\nThe Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.\nAnother Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.\nEarlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.\nPlenty Of Growth Opportunities\nAmazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.\nOn March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.\nIf Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.\nAmazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.\nAnalysts at Jefferies give Amazon a buy rating and price target or 4,000.\n\"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.\n\"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.\nTapping The Market For Prescription Drugs\nIn addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.\nOn May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.\nTo get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.\nAnother growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698653730,"gmtCreate":1640391044942,"gmtModify":1640391045486,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698653730","repostId":"2193127176","repostType":4,"isVote":1,"tweetType":1,"viewCount":3323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698653473,"gmtCreate":1640391032435,"gmtModify":1640391032991,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698653473","repostId":"1119237057","repostType":4,"repost":{"id":"1119237057","kind":"news","pubTimestamp":1640345779,"share":"https://www.laohu8.com/m/news/1119237057?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:36","market":"us","language":"en","title":"Russian court fines Alphabet's Google $98 million<blockquote>俄罗斯法院对Alphabet旗下谷歌罚款9800万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119237057","media":"RTE","summary":"A Moscow court has said it is fining Alphabet's Google 7.2 billion roubles ($98 million) for what it","content":"<p>A Moscow court has said it is fining Alphabet's Google 7.2 billion roubles ($98 million) for what it said was a repeated failure to delete content Russia deems illegal, the first revenue-based fine in this kind of case in Russia.</p><p><blockquote>莫斯科一家法院表示，将对Alphabet旗下的谷歌处以72亿卢布（9800万美元）的罚款，原因是谷歌多次未能删除俄罗斯认为非法的内容，这是俄罗斯此类案件中首次基于收入的罚款。</blockquote></p><p> Moscow has increased pressure on Big Tech this year in a campaign that critics characterise as an attempt by the Russian authorities to exert tighter control over the internet, something they say threatens to stifle individual and corporate freedom.</p><p><blockquote>莫斯科今年加大了对大型科技公司的压力，批评人士称这是俄罗斯当局试图对互联网施加更严格的控制，他们说这有可能扼杀个人和企业的自由。</blockquote></p><p></p>","source":"lsy1635981240902","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>Russian court fines Alphabet's Google $98 million<blockquote>俄罗斯法院对Alphabet旗下谷歌罚款9800万美元</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRussian court fines Alphabet's Google $98 million<blockquote>俄罗斯法院对Alphabet旗下谷歌罚款9800万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTE</strong><span class=\"h-time small\">2021-12-24 19:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A Moscow court has said it is fining Alphabet's Google 7.2 billion roubles ($98 million) for what it said was a repeated failure to delete content Russia deems illegal, the first revenue-based fine in this kind of case in Russia.</p><p><blockquote>莫斯科一家法院表示，将对Alphabet旗下的谷歌处以72亿卢布（9800万美元）的罚款，原因是谷歌多次未能删除俄罗斯认为非法的内容，这是俄罗斯此类案件中首次基于收入的罚款。</blockquote></p><p> Moscow has increased pressure on Big Tech this year in a campaign that critics characterise as an attempt by the Russian authorities to exert tighter control over the internet, something they say threatens to stifle individual and corporate freedom.</p><p><blockquote>莫斯科今年加大了对大型科技公司的压力，批评人士称这是俄罗斯当局试图对互联网施加更严格的控制，他们说这有可能扼杀个人和企业的自由。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rte.ie/news/business/2021/1224/1268555-russian-court-fines-alphabets-google-98-million/\">RTE</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":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.rte.ie/news/business/2021/1224/1268555-russian-court-fines-alphabets-google-98-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119237057","content_text":"A Moscow court has said it is fining Alphabet's Google 7.2 billion roubles ($98 million) for what it said was a repeated failure to delete content Russia deems illegal, the first revenue-based fine in this kind of case in Russia.\nMoscow has increased pressure on Big Tech this year in a campaign that critics characterise as an attempt by the Russian authorities to exert tighter control over the internet, something they say threatens to stifle individual and corporate freedom.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":3075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698653511,"gmtCreate":1640391017538,"gmtModify":1640391018088,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698653511","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</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>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</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\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</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","NIO":"蔚来","XPEV":"小鹏汽车","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"XPEV":0.9,"NIO":0.9,"TSLA":0.9,"RIVN":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698653607,"gmtCreate":1640391003831,"gmtModify":1640391004534,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698653607","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698327933,"gmtCreate":1640308684229,"gmtModify":1640308686562,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698327933","repostId":"2193283301","repostType":4,"isVote":1,"tweetType":1,"viewCount":2945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698327045,"gmtCreate":1640308672083,"gmtModify":1640308674457,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698327045","repostId":"1128727196","repostType":4,"repost":{"id":"1128727196","kind":"news","pubTimestamp":1640305733,"share":"https://www.laohu8.com/m/news/1128727196?lang=zh_CN&edition=full","pubTime":"2021-12-24 08:28","market":"us","language":"en","title":"Down Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉是否会在2022年买入？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128727196","media":"Motley Fool","summary":"These electric vehicle stocks are on sale, but that doesn't mean all are buys.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Lucid and Rivian are unproven but have a lot of potential.</li>  <li>Nio is down big from its high but just gave investors a jolt on Nio Day.</li>  <li>Tesla has a high valuation but is in its best shape ever.</li> </ul> December has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many&nbsp;growth stocks&nbsp;are actually down a lot for the year, and&nbsp;some are close to their 52-week lows.</p><p><blockquote><ul><li>Lucid和Rivian尚未得到证实，但潜力很大。</li><li>蔚来股价较高点大幅下跌，但刚刚在蔚来国庆日给投资者带来了震动。</li><li>特斯拉估值很高，但正处于有史以来最好的状态。</li></ul>到目前为止，12月是一个疯狂的月份，因为主要股指每天都会出现大幅波动。虽然一些股票徘徊在历史高点附近，但许多成长型股票今年实际上下跌了很多，有些股票接近52周低点。</blockquote></p><p> <b>Lucid Group</b>(NASDAQ:LCID),<b>Rivian Automotive</b>(NASDAQ:RIVN),<b>Nio</b>(NYSE:NIO), and&nbsp;<b>Tesla</b>(NASDAQ:TSLA)&nbsp;are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.</p><p><blockquote><b>Lucid集团</b>（纳斯达克：LCID），<b>Rivian汽车</b>（纳斯达克：RIVN），<b>蔚来</b>（纽约证券交易所代码：蔚来），以及<b>特斯拉</b>（纳斯达克：TSLA）是四只备受瞩目的电动汽车（EV）股票，均较高点下跌25%或更多。以下是每一款的内幕，以及现在最值得购买的一款。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a625e7f56da175a14e5d6cbfcdce47c\" tg-width=\"2000\" tg-height=\"1000\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NIO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：蔚来。</span></p></blockquote></p><p> <b>Lucid has some serious upside</b></p><p><blockquote><b>Lucid有一些严重的优势</b></blockquote></p><p> Share prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid&nbsp;delivered on its promises in 2021&nbsp;by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet&nbsp;recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents&nbsp;that was issued on Dec. 3&nbsp;and a controversial senior note offering, have taken a toll on Lucid stock of late.</p><p><blockquote>Lucid Group的股价较高点下跌了38%，这家崭露头角的电动轿车公司将面临充满挑战的2022年。Lucid在2021年兑现了其承诺，扩大了制造工厂、上市并筹集现金、进入大规模生产并开始向客户交付。然而，最近发生的事件，尤其是美国证券交易委员会(SEC)于12月3日发布的文件要求以及有争议的优先票据发行，最近对Lucid股票造成了损害。</blockquote></p><p> Despite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently&nbsp;sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a&nbsp;staple in the luxury sedan market&nbsp;over time.</p><p><blockquote>尽管有负面报道，但有理由相信Lucid可能是一只值得长期持有的优秀股票。对于Lucid来说，优先票据发行的时机非常好，该公司的股票估值为每股54.78美元（比撰写本文时的股价溢价37%）。它还为公司提供了加速生产、扩大制造能力和满足目前超过17,000份预订的客户需求所需的现金。鉴于其令人难以置信的电池技术，随着时间的推移，Lucid可能会成为豪华轿车市场的主要产品。</blockquote></p><p> <b>Rivian isn't worth $86 billion...yet</b></p><p><blockquote><b>Rivian的身价还不到860亿美元</b></blockquote></p><p> Rivian has seen its stock sink as the&nbsp;honeymoon period after its initial public offering&nbsp;(IPO) draws to a close. In fact, Rivian's share price&nbsp;fell over 10%&nbsp;on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.</p><p><blockquote>随着首次公开募股（IPO）结束后的蜜月期，Rivian股价下跌。事实上，在Rivian公布2021年第三季度财报后，该公司股价在12月17日下跌了10%以上，这是其作为上市公司的首次报告。低于预期的客户交付量、超出预期的损失，以及需要大量资金才能将其制造和充电网络扩大到Rivian希望的规模的严酷现实，这些因素加在一起，导致整个季度令人失望。然而，Rivian的预订数量正在以极快的速度增长——事实上，比Lucid快得多。然而，在Rivian能够设定目标然后达到或超过这些目标之前，很难相信该公司的发展轨迹，更不用说将Rivian估值为860亿美元了。</blockquote></p><p> <b>Down but not out</b></p><p><blockquote><b>落魄但不出局</b></blockquote></p><p> No stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.</p><p><blockquote>这份名单上没有一只股票比中国汽车制造商蔚来更偏离高点，该公司股价下跌55%，目前徘徊在52周低点附近。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3055b147aea5ec316e8f30352bbd489d\" tg-width=\"720\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>LCID DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的LCID数据</span></p></blockquote></p><p> It wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.</p><p><blockquote>不久前，蔚来也受到了Lucid和Rivian在过去几个月中受到的同样的关注。但最近，它发现自己置身于聚光灯之外，或者因为负面原因短暂地出现在聚光灯下。</blockquote></p><p> Nio has been mass-producing&nbsp;electric cars&nbsp;for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an&nbsp;uncertain growth plan in Europe&nbsp;are all headwinds facing Nio right now. What's more, the SEC is&nbsp;tightening its grip&nbsp;on foreign companies like Nio.</p><p><blockquote>蔚来已经大规模生产电动汽车几年了，正在成为该领域的老牌参与者。产量数据不一致以及欧洲增长计划的不确定都是蔚来目前面临的阻力。此外，美国证券交易委员会正在加强对蔚来等外国公司的控制。</blockquote></p><p> However, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.</p><p><blockquote>然而，蔚来在12月18日举办了备受期待的蔚来日，推出了新款ET5中型轿车并发布了各种公告。蔚来并不缺乏创新，可能会成为巨大的长期赢家。</blockquote></p><p> <b>Firing on all electric motors</b></p><p><blockquote><b>在所有电动机上点火</b></blockquote></p><p> Tesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.</p><p><blockquote>由于投资者努力应对许多成长型股票的估值担忧，特斯拉股价较高点“仅”下跌25%。特斯拉不再是以前那个无利可图、五花八门的公司，但它的定价非常完美，市销率为22.5，市盈率为301.8。</blockquote></p><p> Despite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are&nbsp;reasons to like the company for years to come.</p><p><blockquote>尽管估值极高，但特斯拉公司还是有很多值得喜欢的地方。其行业领先的营业利润率、令人印象深刻的增长、多元化的业务以及在不断增长的电动汽车行业中的市场领先地位是未来几年看好该公司的原因。</blockquote></p><p> <b>An EV basket for 2022</b></p><p><blockquote><b>2022年电动汽车篮子</b></blockquote></p><p></p><p> Two ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a&nbsp;50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.</p><p><blockquote>应对顶级电动汽车股票抛售的两种方法是篮子策略和观望策略。比方说，投资Lucid和特斯拉50/50的股份，甚至投资名单上所有四家公司的股份，可以接触到市场的多个方面，同时限制任何一家公司可能对您的投资组合造成的损害。</blockquote></p><p> However, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.</p><p><blockquote>然而，我们很可能还需要数年时间才能实现Lucid、Rivian或蔚来的持续盈利。对于许多投资者来说，简单地等待电动汽车领域成熟然后挑选赢家可能会留下一些钱，但这可能是一个更安全且仍然有回报的赌注。</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>Down Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉是否会在2022年买入？</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\">\nDown Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉是否会在2022年买入？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Lucid and Rivian are unproven but have a lot of potential.</li>  <li>Nio is down big from its high but just gave investors a jolt on Nio Day.</li>  <li>Tesla has a high valuation but is in its best shape ever.</li> </ul> December has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many&nbsp;growth stocks&nbsp;are actually down a lot for the year, and&nbsp;some are close to their 52-week lows.</p><p><blockquote><ul><li>Lucid和Rivian尚未得到证实，但潜力很大。</li><li>蔚来股价较高点大幅下跌，但刚刚在蔚来国庆日给投资者带来了震动。</li><li>特斯拉估值很高，但正处于有史以来最好的状态。</li></ul>到目前为止，12月是一个疯狂的月份，因为主要股指每天都会出现大幅波动。虽然一些股票徘徊在历史高点附近，但许多成长型股票今年实际上下跌了很多，有些股票接近52周低点。</blockquote></p><p> <b>Lucid Group</b>(NASDAQ:LCID),<b>Rivian Automotive</b>(NASDAQ:RIVN),<b>Nio</b>(NYSE:NIO), and&nbsp;<b>Tesla</b>(NASDAQ:TSLA)&nbsp;are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.</p><p><blockquote><b>Lucid集团</b>（纳斯达克：LCID），<b>Rivian汽车</b>（纳斯达克：RIVN），<b>蔚来</b>（纽约证券交易所代码：蔚来），以及<b>特斯拉</b>（纳斯达克：TSLA）是四只备受瞩目的电动汽车（EV）股票，均较高点下跌25%或更多。以下是每一款的内幕，以及现在最值得购买的一款。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a625e7f56da175a14e5d6cbfcdce47c\" tg-width=\"2000\" tg-height=\"1000\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NIO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：蔚来。</span></p></blockquote></p><p> <b>Lucid has some serious upside</b></p><p><blockquote><b>Lucid有一些严重的优势</b></blockquote></p><p> Share prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid&nbsp;delivered on its promises in 2021&nbsp;by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet&nbsp;recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents&nbsp;that was issued on Dec. 3&nbsp;and a controversial senior note offering, have taken a toll on Lucid stock of late.</p><p><blockquote>Lucid Group的股价较高点下跌了38%，这家崭露头角的电动轿车公司将面临充满挑战的2022年。Lucid在2021年兑现了其承诺，扩大了制造工厂、上市并筹集现金、进入大规模生产并开始向客户交付。然而，最近发生的事件，尤其是美国证券交易委员会(SEC)于12月3日发布的文件要求以及有争议的优先票据发行，最近对Lucid股票造成了损害。</blockquote></p><p> Despite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently&nbsp;sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a&nbsp;staple in the luxury sedan market&nbsp;over time.</p><p><blockquote>尽管有负面报道，但有理由相信Lucid可能是一只值得长期持有的优秀股票。对于Lucid来说，优先票据发行的时机非常好，该公司的股票估值为每股54.78美元（比撰写本文时的股价溢价37%）。它还为公司提供了加速生产、扩大制造能力和满足目前超过17,000份预订的客户需求所需的现金。鉴于其令人难以置信的电池技术，随着时间的推移，Lucid可能会成为豪华轿车市场的主要产品。</blockquote></p><p> <b>Rivian isn't worth $86 billion...yet</b></p><p><blockquote><b>Rivian的身价还不到860亿美元</b></blockquote></p><p> Rivian has seen its stock sink as the&nbsp;honeymoon period after its initial public offering&nbsp;(IPO) draws to a close. In fact, Rivian's share price&nbsp;fell over 10%&nbsp;on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.</p><p><blockquote>随着首次公开募股（IPO）结束后的蜜月期，Rivian股价下跌。事实上，在Rivian公布2021年第三季度财报后，该公司股价在12月17日下跌了10%以上，这是其作为上市公司的首次报告。低于预期的客户交付量、超出预期的损失，以及需要大量资金才能将其制造和充电网络扩大到Rivian希望的规模的严酷现实，这些因素加在一起，导致整个季度令人失望。然而，Rivian的预订数量正在以极快的速度增长——事实上，比Lucid快得多。然而，在Rivian能够设定目标然后达到或超过这些目标之前，很难相信该公司的发展轨迹，更不用说将Rivian估值为860亿美元了。</blockquote></p><p> <b>Down but not out</b></p><p><blockquote><b>落魄但不出局</b></blockquote></p><p> No stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.</p><p><blockquote>这份名单上没有一只股票比中国汽车制造商蔚来更偏离高点，该公司股价下跌55%，目前徘徊在52周低点附近。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3055b147aea5ec316e8f30352bbd489d\" tg-width=\"720\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>LCID DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的LCID数据</span></p></blockquote></p><p> It wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.</p><p><blockquote>不久前，蔚来也受到了Lucid和Rivian在过去几个月中受到的同样的关注。但最近，它发现自己置身于聚光灯之外，或者因为负面原因短暂地出现在聚光灯下。</blockquote></p><p> Nio has been mass-producing&nbsp;electric cars&nbsp;for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an&nbsp;uncertain growth plan in Europe&nbsp;are all headwinds facing Nio right now. What's more, the SEC is&nbsp;tightening its grip&nbsp;on foreign companies like Nio.</p><p><blockquote>蔚来已经大规模生产电动汽车几年了，正在成为该领域的老牌参与者。产量数据不一致以及欧洲增长计划的不确定都是蔚来目前面临的阻力。此外，美国证券交易委员会正在加强对蔚来等外国公司的控制。</blockquote></p><p> However, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.</p><p><blockquote>然而，蔚来在12月18日举办了备受期待的蔚来日，推出了新款ET5中型轿车并发布了各种公告。蔚来并不缺乏创新，可能会成为巨大的长期赢家。</blockquote></p><p> <b>Firing on all electric motors</b></p><p><blockquote><b>在所有电动机上点火</b></blockquote></p><p> Tesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.</p><p><blockquote>由于投资者努力应对许多成长型股票的估值担忧，特斯拉股价较高点“仅”下跌25%。特斯拉不再是以前那个无利可图、五花八门的公司，但它的定价非常完美，市销率为22.5，市盈率为301.8。</blockquote></p><p> Despite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are&nbsp;reasons to like the company for years to come.</p><p><blockquote>尽管估值极高，但特斯拉公司还是有很多值得喜欢的地方。其行业领先的营业利润率、令人印象深刻的增长、多元化的业务以及在不断增长的电动汽车行业中的市场领先地位是未来几年看好该公司的原因。</blockquote></p><p> <b>An EV basket for 2022</b></p><p><blockquote><b>2022年电动汽车篮子</b></blockquote></p><p></p><p> Two ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a&nbsp;50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.</p><p><blockquote>应对顶级电动汽车股票抛售的两种方法是篮子策略和观望策略。比方说，投资Lucid和特斯拉50/50的股份，甚至投资名单上所有四家公司的股份，可以接触到市场的多个方面，同时限制任何一家公司可能对您的投资组合造成的损害。</blockquote></p><p> However, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.</p><p><blockquote>然而，我们很可能还需要数年时间才能实现Lucid、Rivian或蔚来的持续盈利。对于许多投资者来说，简单地等待电动汽车领域成熟然后挑选赢家可能会留下一些钱，但这可能是一个更安全且仍然有回报的赌注。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/23/down-over-25-from-their-highs-are-lucid-rivian-nio/\">Motley Fool</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":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","LCID":"Lucid Group Inc","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/23/down-over-25-from-their-highs-are-lucid-rivian-nio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128727196","content_text":"Key Points\n\nLucid and Rivian are unproven but have a lot of potential.\nNio is down big from its high but just gave investors a jolt on Nio Day.\nTesla has a high valuation but is in its best shape ever.\n\nDecember has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many growth stocks are actually down a lot for the year, and some are close to their 52-week lows.\nLucid Group(NASDAQ:LCID),Rivian Automotive(NASDAQ:RIVN),Nio(NYSE:NIO), and Tesla(NASDAQ:TSLA) are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.\nIMAGE SOURCE: NIO.\nLucid has some serious upside\nShare prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid delivered on its promises in 2021 by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents that was issued on Dec. 3 and a controversial senior note offering, have taken a toll on Lucid stock of late.\nDespite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a staple in the luxury sedan market over time.\nRivian isn't worth $86 billion...yet\nRivian has seen its stock sink as the honeymoon period after its initial public offering (IPO) draws to a close. In fact, Rivian's share price fell over 10% on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.\nDown but not out\nNo stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.\nLCID DATA BY YCHARTS\nIt wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.\nNio has been mass-producing electric cars for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an uncertain growth plan in Europe are all headwinds facing Nio right now. What's more, the SEC is tightening its grip on foreign companies like Nio.\nHowever, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.\nFiring on all electric motors\nTesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.\nDespite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are reasons to like the company for years to come.\nAn EV basket for 2022\nTwo ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a 50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.\nHowever, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.","news_type":1,"symbols_score_info":{"LCID":0.9,"RIVN":0.9,"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698324403,"gmtCreate":1640308653419,"gmtModify":1640308655758,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698324403","repostId":"1123192179","repostType":4,"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698324222,"gmtCreate":1640308643677,"gmtModify":1640308645898,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698324222","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691521772,"gmtCreate":1640222586646,"gmtModify":1640222587174,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691521772","repostId":"1179452486","repostType":4,"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691529753,"gmtCreate":1640222468182,"gmtModify":1640222468756,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691529753","repostId":"1160915813","repostType":4,"repost":{"id":"1160915813","kind":"news","pubTimestamp":1640218071,"share":"https://www.laohu8.com/m/news/1160915813?lang=zh_CN&edition=full","pubTime":"2021-12-23 08:07","market":"sg","language":"en","title":"Singapore Stock Market May Test Resistance At 3,100 Points<blockquote>新加坡股市或测试3100点阻力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160915813","media":"RTTNews","summary":"The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points o","content":"<p>The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.</p><p><blockquote>新加坡股市连续两个交易日走高，上涨近15点或0.5%。海峡时报指数目前略高于3,085点的高位，周三可能会延续涨势。</blockquote></p><p> The global forecast for the Asian&nbsp;markets&nbsp;remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.</p><p><blockquote>由于对冠状病毒奥密克戎变种的担忧有所缓解，加上原油价格的支撑，全球对亚洲市场的预测仍然乐观。欧洲和美国市场上涨，亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.</p><p><blockquote>继金融股上涨和工业股涨跌互现后，海指周三小幅收高。</blockquote></p><p> For the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.</p><p><blockquote>当天，该指数在3,078.71点至3,098.27点之间交易后，上涨2.43点或0.08%，收于3,087.51点。成交量为8.44亿股，价值6.968亿新元。上涨207家，下跌205家。</blockquote></p><p> Among the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.</p><p><blockquote>活跃股中，腾飞房地产投资信托上涨0.69%，凯德综合商业信托上涨0.51%，城市发展下跌1.05%，奶牛场国际下跌1.47%，星展集团上涨0.75%，云顶新加坡下跌0.66%，香港置地暴跌1.92%，吉宝企业下跌0.59%，丰树商业信托下跌0.51%，丰树物流信托下跌0.54%，华侨银行上涨0.45%，胜科工业上涨0.50%，新加坡航空下跌1.02%，新加坡交易所上涨0.66%，新加坡科技工程下跌0.27%，新加坡电信下跌0.43%，泰国饮料飙升1.53%，大华银行下跌0.30%，丰益国际下跌0.99%，扬子江造船上涨0.78%，舒适德尔高持平。</blockquote></p><p> The lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.</p><p><blockquote>华尔街的领先优势稳固，主要股指摆脱了周三的低迷开局，迅速走高并以绿色收盘。</blockquote></p><p> The Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&amp;P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.</p><p><blockquote>道琼斯指数上涨261.19点，涨幅0.74%，收于35,753.89点；纳斯达克上涨180.81点，涨幅1.18%；标普500上涨47.33点，涨幅1.02%，收于4,696.56点。</blockquote></p><p> The markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.</p><p><blockquote>市场从对奥密克戎的担忧缓解以及美国总统乔·拜登的言论中获得了力量，即仍有可能与参议员乔·曼钦达成协议，推动2万亿美元的重建更好法案在国会获得通过。</blockquote></p><p> Adding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.</p><p><blockquote>世界大型企业联合会报告称，12月份消费者信心的改善幅度远高于预期，这加剧了积极的情绪。</blockquote></p><p> Crude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.</p><p><blockquote>原油期货周三大幅收高，此前数据显示上周美国原油库存降幅大于预期。2月份西德克萨斯中质原油期货上涨1.64美元，或2.3%，至每桶72.76美元。</blockquote></p><p> Closer to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.</p><p><blockquote>在国内，新加坡将于今天晚些时候发布11月份消费者价格数据，预测显示环比上涨0.4%，同比上涨3.4%。此前，10月份月度涨幅为0.3%，年率涨幅为3.2%。核心CPI同比稳定在1.5%。</blockquote></p><p></p>","source":"lsy1626938412129","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>Singapore Stock Market May Test Resistance At 3,100 Points<blockquote>新加坡股市或测试3100点阻力</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\">\nSingapore Stock Market May Test Resistance At 3,100 Points<blockquote>新加坡股市或测试3100点阻力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-23 08:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.</p><p><blockquote>新加坡股市连续两个交易日走高，上涨近15点或0.5%。海峡时报指数目前略高于3,085点的高位，周三可能会延续涨势。</blockquote></p><p> The global forecast for the Asian&nbsp;markets&nbsp;remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.</p><p><blockquote>由于对冠状病毒奥密克戎变种的担忧有所缓解，加上原油价格的支撑，全球对亚洲市场的预测仍然乐观。欧洲和美国市场上涨，亚洲股市预计也将以类似的方式开盘。</blockquote></p><p> The STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.</p><p><blockquote>继金融股上涨和工业股涨跌互现后，海指周三小幅收高。</blockquote></p><p> For the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.</p><p><blockquote>当天，该指数在3,078.71点至3,098.27点之间交易后，上涨2.43点或0.08%，收于3,087.51点。成交量为8.44亿股，价值6.968亿新元。上涨207家，下跌205家。</blockquote></p><p> Among the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.</p><p><blockquote>活跃股中，腾飞房地产投资信托上涨0.69%，凯德综合商业信托上涨0.51%，城市发展下跌1.05%，奶牛场国际下跌1.47%，星展集团上涨0.75%，云顶新加坡下跌0.66%，香港置地暴跌1.92%，吉宝企业下跌0.59%，丰树商业信托下跌0.51%，丰树物流信托下跌0.54%，华侨银行上涨0.45%，胜科工业上涨0.50%，新加坡航空下跌1.02%，新加坡交易所上涨0.66%，新加坡科技工程下跌0.27%，新加坡电信下跌0.43%，泰国饮料飙升1.53%，大华银行下跌0.30%，丰益国际下跌0.99%，扬子江造船上涨0.78%，舒适德尔高持平。</blockquote></p><p> The lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.</p><p><blockquote>华尔街的领先优势稳固，主要股指摆脱了周三的低迷开局，迅速走高并以绿色收盘。</blockquote></p><p> The Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&amp;P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.</p><p><blockquote>道琼斯指数上涨261.19点，涨幅0.74%，收于35,753.89点；纳斯达克上涨180.81点，涨幅1.18%；标普500上涨47.33点，涨幅1.02%，收于4,696.56点。</blockquote></p><p> The markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.</p><p><blockquote>市场从对奥密克戎的担忧缓解以及美国总统乔·拜登的言论中获得了力量，即仍有可能与参议员乔·曼钦达成协议，推动2万亿美元的重建更好法案在国会获得通过。</blockquote></p><p> Adding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.</p><p><blockquote>世界大型企业联合会报告称，12月份消费者信心的改善幅度远高于预期，这加剧了积极的情绪。</blockquote></p><p> Crude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.</p><p><blockquote>原油期货周三大幅收高，此前数据显示上周美国原油库存降幅大于预期。2月份西德克萨斯中质原油期货上涨1.64美元，或2.3%，至每桶72.76美元。</blockquote></p><p> Closer to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.</p><p><blockquote>在国内，新加坡将于今天晚些时候发布11月份消费者价格数据，预测显示环比上涨0.4%，同比上涨3.4%。此前，10月份月度涨幅为0.3%，年率涨幅为3.2%。核心CPI同比稳定在1.5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3251197/singapore-stock-market-may-test-resistance-at-3100-points.aspx?type=acom\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3251197/singapore-stock-market-may-test-resistance-at-3100-points.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160915813","content_text":"The Singapore stock market has tracked higher in two straight sessions, gathering almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,085-point plateau and it may extend its gains on Wednesday.\nThe global forecast for the Asian markets remains positive on easing concerns about the Omicron variant of the coronavirus, plus support from crude oil prices. The European and U.S. markets were up and the Asian bourses are tipped to open in similar fashion.\nThe STI finished barely higher on Wednesday following gains from the financials and a mixed picture from the industrials.\nFor the day, the index picked up 2.43 points or 0.08 percent to finish at 3,087.51 after trading between 3,078.71 and 3,098.27. Volume was 844 million shares worth 696.8 million Singapore dollars. There were 207 gainers and 205 decliners.\nAmong the actives, Ascendas REIT advanced 0.69 percent, while CapitaLand Integrated Commercial Trust gained 0.51 percent, City Developments tanked 1.05 percent, Dairy Farm International plunged 1.47 percent, DBS Group climbed 0.75 percent, Genting Singapore skidded 0.66 percent, Hongkong Land plummeted 1.92 percent, Keppel Corp retreated 0.59 percent, Mapletree Commercial Trust sank 0.51 percent, Mapletree Logistics Trust declined 0.54 percent, Oversea-Chinese Banking Corporation increased 0.45 percent, SATS fell 0.26 percent, SembCorp Industries rose 0.50 percent, Singapore Airlines tumbled 1.02 percent, Singapore Exchange added 0.66 percent, Singapore Press Holdings jumped 0.86 percent, Singapore Technologies Engineering lost 0.27 percent, SingTel dropped 0.43 percent, Thai Beverage spiked 1.53 percent, United Overseas Bank collected 0.30 percent, Wilmar International slumped 0.99 percent, Yangzijiang Shipbuilding rallied 0.78 percent and Comfort DelGro was unchanged.\nThe lead from Wall Street is solid as the major averages shook off a sluggish start on Wednesday, quickly moving higher and finishing in the green.\nThe Dow jumped 261.19 points or 0.74 percent to finish at 35,753.89, while the NASDAQ spiked 180.81 points or 1.18 percent and the S&P 500 climbed 47.33 points or 1.02 percent to end at 4,696.56.\nThe markets drew strength from easing worries about Omicron and U.S. President Joe Biden's remarks that it is still possible to reach a deal with Senator Joe Manchin to push the $2 trillion Build Back Better bill through Congress.\nAdding to the positive sentiment, the Conference Board reported that consumer confidence improved by much more than expected in the month of December.\nCrude oil futures settled sharply higher Wednesday after data showed a larger than expected drop in U.S. crude inventories last week. West Texas Intermediate Crude oil futures for February spiked $1.64 or 2.3 percent at $72.76 a barrel.\nCloser to home, Singapore will release November numbers for consumer prices later today, with forecasts suggesting an increase 0.4 percent on month and 3.4 percent on year. That follows the 0.3 percent monthly increase and the 3.2 percent yearly gain in October. Core CPI is called steady at 1.5 percent on year.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691529836,"gmtCreate":1640222447147,"gmtModify":1640222447922,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691529836","repostId":"1146715547","repostType":4,"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691520768,"gmtCreate":1640222437355,"gmtModify":1640222437885,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Lije","listText":"Lije","text":"Lije","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691520768","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691324319,"gmtCreate":1640139821059,"gmtModify":1640139821597,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691324319","repostId":"1132502645","repostType":4,"repost":{"id":"1132502645","kind":"news","pubTimestamp":1640138400,"share":"https://www.laohu8.com/m/news/1132502645?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:00","market":"us","language":"en","title":"Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132502645","media":"Seeking Alpha","summary":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semicon","content":"<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL)&nbsp;and Micron(NASDAQ:MU)&nbsp;are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）、Marvell Technology（纳斯达克股票代码：MRVL）和美光科技（纳斯达克股票代码：MU）是瑞银2022年顶级半导体股票之一，因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师Timothy Arcuri认为，Nvidia(NVDA)可能会受益，因为它围绕其GPU和软件护城河建立了更“稳定”的收入来源，而Marvell(MRVL)有能力利用其“广泛的产品组合”和5纳米投资进入许多新的应用程序和机会。瑞银对英伟达(NVDA)给予买入评级。</blockquote></p><p> Micron (MU), which&nbsp;reported third-quarter earnings&nbsp;on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道，美光科技(MU)周一公布的第三季度收益超出了华尔街的预期，该公司可能会在2022年受益，因为内存的增加可能“随着DRAM周期变得更加持久，推动重新评级”。Arcuri对美光科技(MU)股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX)&nbsp;is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches&nbsp; up' with&nbsp; front-end WFE.\"</p><p><blockquote>泛林研究（纳斯达克股票代码：LRCX）也可能在2022年受益，因为瑞银认为NAND晶圆厂设备将出现“曲棍球棒”式增长，而泰瑞达（纳斯达克股票代码：TER）应该会受益于片上系统测试市场“随着‘赶上’前端WFE，22年的偏差可能会高得多。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外，博通（纳斯达克：AVGO）、新思科技（纳斯达克：SNPS）、ADI（纳斯达克：ADI）和英特尔（纳斯达克：INTC）等公司都可能因各种不同原因受益，其中博通（AVGO）提供周期性下行保护。Synopsys(SNPS)拥有强大的数字地位，而Analog Digital Devices(ADI)可以从Maxim交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔(INTC)“开始缩小与Alder Lake和Sapphire Rapids在产品路线图方面的竞争差距，但与代工工作相关的巨额[资本支出]和不确定的回报让我们保持观望，”阿库里在给投资者的一份报告中写道，股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices（纳斯达克股票代码：AMD）和高通（纳斯达克股票代码：QCOM）等其他主要芯片制造商的情况则更加复杂，Arcuri引用了英特尔（INTC）缩小与AMD差距的能力，而高通则与“毫米波斜坡”联系在一起这似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth&nbsp;in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周，高通(QCOM)被摩根士丹利评为进入2022年的顶级半导体股票，因为该公司可能会受益于智能手机业务（尤其是5G）的持续增长，以及该公司在汽车和物联网业务方面不断增长的敞口。</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>Nvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Marvell and Micron among top semi stocks for 2022, UBS says<blockquote>瑞银表示，Nvidia、Marvell和Micron跻身2022年半导体股票之列</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-22 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL)&nbsp;and Micron(NASDAQ:MU)&nbsp;are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.</p><p><blockquote>英伟达（纳斯达克股票代码：NVDA）、Marvell Technology（纳斯达克股票代码：MRVL）和美光科技（纳斯达克股票代码：MU）是瑞银2022年顶级半导体股票之一，因为该投资公司青睐涉足人工智能和边缘计算的公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p><p><blockquote><p class=\"t-img-caption\"><span>大卫·贝克尔/盖蒂图片社新闻</span></p></blockquote></p><p> Analyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).</p><p><blockquote>分析师Timothy Arcuri认为，Nvidia(NVDA)可能会受益，因为它围绕其GPU和软件护城河建立了更“稳定”的收入来源，而Marvell(MRVL)有能力利用其“广泛的产品组合”和5纳米投资进入许多新的应用程序和机会。瑞银对英伟达(NVDA)给予买入评级。</blockquote></p><p> Micron (MU), which&nbsp;reported third-quarter earnings&nbsp;on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.</p><p><blockquote>瑞银写道，美光科技(MU)周一公布的第三季度收益超出了华尔街的预期，该公司可能会在2022年受益，因为内存的增加可能“随着DRAM周期变得更加持久，推动重新评级”。Arcuri对美光科技(MU)股票给予买入评级。</blockquote></p><p> Lam Research(NASDAQ:LRCX)&nbsp;is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches&nbsp; up' with&nbsp; front-end WFE.\"</p><p><blockquote>泛林研究（纳斯达克股票代码：LRCX）也可能在2022年受益，因为瑞银认为NAND晶圆厂设备将出现“曲棍球棒”式增长，而泰瑞达（纳斯达克股票代码：TER）应该会受益于片上系统测试市场“随着‘赶上’前端WFE，22年的偏差可能会高得多。”</blockquote></p><p> Additionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.</p><p><blockquote>此外，博通（纳斯达克：AVGO）、新思科技（纳斯达克：SNPS）、ADI（纳斯达克：ADI）和英特尔（纳斯达克：INTC）等公司都可能因各种不同原因受益，其中博通（AVGO）提供周期性下行保护。Synopsys(SNPS)拥有强大的数字地位，而Analog Digital Devices(ADI)可以从Maxim交易的成本协同效应中受益。</blockquote></p><p> Intel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.</p><p><blockquote>近年来陷入困境的英特尔(INTC)“开始缩小与Alder Lake和Sapphire Rapids在产品路线图方面的竞争差距，但与代工工作相关的巨额[资本支出]和不确定的回报让我们保持观望，”阿库里在给投资者的一份报告中写道，股票评级为中性。</blockquote></p><p> The picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"</p><p><blockquote>Advanced Micro Devices（纳斯达克股票代码：AMD）和高通（纳斯达克股票代码：QCOM）等其他主要芯片制造商的情况则更加复杂，Arcuri引用了英特尔（INTC）缩小与AMD差距的能力，而高通则与“毫米波斜坡”联系在一起这似乎仍然是一条出路。”</blockquote></p><p> Last week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth&nbsp;in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.</p><p><blockquote>上周，高通(QCOM)被摩根士丹利评为进入2022年的顶级半导体股票，因为该公司可能会受益于智能手机业务（尤其是5G）的持续增长，以及该公司在汽车和物联网业务方面不断增长的敞口。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says\">Seeking Alpha</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":{"NVDA":"英伟达","MU":"美光科技","MRVL":"迈威尔科技"},"source_url":"https://seekingalpha.com/news/3782338-nvidia-marvell-and-micron-among-top-semi-stocks-for-2022-ubs-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132502645","content_text":"Nvidia(NASDAQ:NVDA), Marvell Technology(NASDAQ:MRVL) and Micron(NASDAQ:MU) are among the top semiconductor stocks for 2022 at UBS, as the investment firm favors companies that have exposure to artificial intelligence and edge computing.\nDavid Becker/Getty Images News\nAnalyst Timothy Arcuri believes that Nvidia (NVDA) is likely to benefit as it builds more \"stable\" revenue sources around its GPU and software moats, while Marvell (MRVL) is capable of using its \"broad portfolio\" and 5 nanometer investments into a host of new applications and opportunities. UBS has a buy rating on Nvidia (NVDA).\nMicron (MU), which reported third-quarter earnings on Monday that beat Wall Street expectations, is likely to benefit in 2022 as an increase in memory could \"drive a re-rating as DRAM cycles are becoming more durable,\" UBS wrote. Arcuri has a buy rating on Micron (MU) shares.\nLam Research(NASDAQ:LRCX) is also likely to benefit in 2022, as UBS sees a \"hockey stick\"-like growth in NAND Wafer Fab Equipment and Teradyne(NASDAQ:TER)should benefit from the system-on-a-chip test market \"is biased potentially much higher in '22 as it 'catches  up' with  front-end WFE.\"\nAdditionally, companies like Broadcom(NASDAQ:AVGO), Synopsys(NASDAQ:SNPS), Analog Devices(NASDAQ:ADI)and Intel(NASDAQ:INTC)are all likely to benefit for a variety of different reasons, with Broadcom (AVGO) offering cyclical downside protection. Synopsys (SNPS) has a strong digital position, while Analog Digital Devices (ADI) could benefit from cost synergies of the Maxim deal.\nIntel (INTC), which has been beleaguered in recent years, is \"starting to close the competitive gap in terms of product roadmap with Alder Lake and Sapphire Rapids, but the substantial [capital expenditure] and uncertain return associated with foundry efforts keep us on the sidelines,\" Arcuri wrote in a note to investors, rating shares neutral.\nThe picture for other major chipmakers like Advanced Micro Devices(NASDAQ:AMD)and Qualcomm(NASDAQ:QCOM)is more mixed, with Arcuri citing Intel's (INTC) ability to close the gap with AMD, while Qualcomm is tied to a \"mmWave ramp that still seems a ways out.\"\nLast week, Qualcomm (QCOM) was named Morgan Stanley's top semiconductor stock heading into 2022, as the company is likely to benefit from continued growth in the smartphone business, notably 5G, and the company's growing exposure to the automotive and Internet of Things business.","news_type":1,"symbols_score_info":{"NVDA":0.9,"MU":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691324937,"gmtCreate":1640139804352,"gmtModify":1640139804903,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691324937","repostId":"2193164050","repostType":4,"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691324013,"gmtCreate":1640139792900,"gmtModify":1640139793433,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691324013","repostId":"1161530074","repostType":4,"repost":{"id":"1161530074","kind":"news","pubTimestamp":1640138921,"share":"https://www.laohu8.com/m/news/1161530074?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:08","market":"us","language":"en","title":"Got $2,000? Here Are 2 Beaten-Down Growth Stocks to Buy Right Now<blockquote>有2000美元吗？以下是目前值得买入的两只遭受重创的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161530074","media":"Motley Fool","summary":"Twilio and Roku have been hit hard, but these are strong businesses ready to hit back even harder.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Twilio and Roku are down more than 40% since their all-time highs.</li>  <li>Both companies are posting double-digit revenue growth.</li>  <li>Twilio and Roku are leaders in growing industries. You want to pick them -- not kick them -- when they're down.</li> </ul> A lot of stocks have been hit hard in recent months, and not all of them are going to bounce back. Some downticks have been fully earned, but that doesn't seem to be the case with&nbsp;<b>Twilio</b>&nbsp;(NYSE:TWLO)&nbsp;or&nbsp;<b>Roku</b>(NASDAQ:ROKU).</p><p><blockquote><ul><li>Twilio和Roku自历史高点以来下跌了40%以上。</li><li>两家公司的收入都实现了两位数的增长。</li><li>Twilio和Roku是成长型行业的领导者。当他们倒下的时候，你想抓住他们，而不是踢他们。</li></ul>近几个月来，许多股票都受到了重创，而且并非所有股票都将反弹。有些下跌是完全应得的，但情况似乎并非如此<b>Twilio</b>（纽约证券交易所代码：TWLO）或<b>Roku</b>（纳斯达克：ROKU）。</blockquote></p><p> Twilio is the leading provider of in-app communication solutions, making your smartphone even smarter. Roku is the top dog among streaming video hubs for TVs, commanding nearly double the U.S. market share of its closest competitor.</p><p><blockquote>Twilio是应用内通信解决方案的领先提供商，让您的智能手机更加智能。Roku是电视流媒体视频中心中的佼佼者，其美国市场份额几乎是最接近竞争对手的两倍。</blockquote></p><p> You're probably going to spend a lot of time on mobile apps and streaming video in the future, making the recent sell-off in Twilio and Roku that much more appetizing. Even if you have just $2,000 to invest, let's go over why splitting that between Twilio and Roku may be the right choice right now.</p><p><blockquote>未来，您可能会在移动应用程序和流媒体视频上花费大量时间，这使得Twilio和Roku最近的抛售更加诱人。即使你只有2,000美元可以投资，让我们来看看为什么在Twilio和Roku之间分配这笔钱可能是现在的正确选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce6deb412b3fed5120808b8c5d1bc735\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Twilio</b></p><p><blockquote><b>Twilio</b></blockquote></p><p> Twilio shares have fallen by more than 40% since peaking in February, but it's not as if its business is suffering a similar fate. Revenue soared 65% for&nbsp;its latest quarter, and even if you factor out needle-moving acquisitions, you still have a healthy organic top-line growth rate of 38% for the quarter.</p><p><blockquote>自2月份达到峰值以来，Twilio股价已下跌超过40%，但其业务似乎并没有遭受类似的命运。最近一个季度的收入飙升了65%，即使排除重大收购，该季度的有机营收增长率仍然高达38%。</blockquote></p><p> Developers lean on Twilio's platform to let users get more done without having to leave the app. From two-way communication without revealing either side's contact info -- like when you're chatting with your food-delivery driver or trying to book a holiday vacation rental home -- to simple things like resetting passwords, you're probably contributing to Twilio's growth without realizing it. There are now more than 250,000 developers as active Twilio customers, and they're spending 31% more on the platform than they were a year ago.</p><p><blockquote>开发者依靠Twilio的平台让用户在不离开应用程序的情况下完成更多工作。从不透露任何一方联系信息的双向沟通——比如当你与送餐司机聊天或试图预订度假出租屋时——到重置密码等简单的事情，你可能在不知不觉中为Twilio的增长做出了贡献。现在有超过250,000名开发者是Twilio的活跃客户，他们在该平台上的支出比一年前增加了31%。</blockquote></p><p> Red ink is a problem, and investors are concerned enough about the losses to detract from the spectacular top-line gains that Twilio is producing in a booming niche. We're only going to be spending more time on smartphone apps, and with that comes the challenge for app developers to make sure they beef up their in-app communication solutions. Twilio's future is bright, even if the stock is now 41% below the all-time high it established earlier this year.</p><p><blockquote>亏损是一个问题，投资者对亏损非常担心，以至于减损了Twilio在蓬勃发展的利基市场中产生的惊人营收收益。我们只会在智能手机应用上花费更多时间，随之而来的是应用开发者面临的挑战，即确保他们加强应用内通信解决方案。Twilio的未来是光明的，尽管该股目前比今年早些时候创下的历史高点低41%。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> We're streaming a lot of video from the biggest screen in the house -- our smart TV -- and that's not going to change anytime soon. Roku is the top solution, available freely as the default operating system in 38% of the smart TVs sold in North America. Folks can also buy Roku dongles for as little as $20 that plug into their TVs for access to Roku's free-to-use platform.</p><p><blockquote>我们从家里最大的屏幕——我们的智能电视——播放大量视频，而且这种情况不会很快改变。Roku是顶级解决方案，在北美销售的38%的智能电视中免费作为默认操作系统。人们还可以花20美元购买Roku加密狗，将其插入电视即可访问Roku的免费平台。</blockquote></p><p> Business is strong. Platform revenue soared 82% in its latest quarter. Hardware sales haven't been as kind, and supply-chain constraints and rising costs on that front will linger into the year ahead. The audience continues to grow despite the hardware hiccups, thankfully due to its market leadership in factory-installed new TVs.</p><p><blockquote>生意兴隆。平台收入在最近一个季度飙升82%。硬件销售并不那么好，供应链限制和这方面的成本上升将持续到未来一年。尽管硬件出现问题，观众仍在继续增长，谢天谢地，这要归功于其在工厂安装的新电视方面的市场领导地位。</blockquote></p><p> Roku plays nice with thousands of streaming apps. It's had a few tense negotiations with media and tech giants to keep them on its hub -- more recently with YouTube and YouTube TV -- but they have&nbsp;always been resolved&nbsp;before starting to get in the way of user growth. Advertisers and providers of streaming apps know that they have to work with Roku if they want to reach younger audiences who aren't consuming traditional marketing outposts.</p><p><blockquote>Roku在数千款流媒体应用上表现出色。它与媒体和科技巨头进行了一些紧张的谈判，以将它们留在其中心——最近是与YouTube和YouTube TV——但这些谈判总是在开始阻碍用户增长之前得到解决。广告商和流媒体应用提供商知道，如果他们想接触到不消费传统营销前哨的年轻受众，他们必须与Roku合作。</blockquote></p><p> Roku stock has fallen 54% from this year's summertime highs. This would be an alarming sight if we hadn't seen&nbsp;similar drawdowns&nbsp;before. The stock has fallen between 43% and 61% every year since going public in 2017, only to hit a fresh all-time high the following year. History tells us that buying Roku when the leader amongstreaming service stocks&nbsp;is down is a smart thing to do.</p><p><blockquote>Roku股价较今年夏季高点下跌54%。如果我们以前没有看到类似的缩水，这将是一个令人担忧的景象。自2017年上市以来，该股每年下跌43%至61%，次年才创下历史新高。历史告诉我们，当流媒体服务股票的领导者下跌时购买Roku是明智之举。</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>Got $2,000? Here Are 2 Beaten-Down Growth Stocks to Buy Right Now<blockquote>有2000美元吗？以下是目前值得买入的两只遭受重创的成长型股票</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\">\nGot $2,000? Here Are 2 Beaten-Down Growth Stocks to Buy Right Now<blockquote>有2000美元吗？以下是目前值得买入的两只遭受重创的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-22 10:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Twilio and Roku are down more than 40% since their all-time highs.</li>  <li>Both companies are posting double-digit revenue growth.</li>  <li>Twilio and Roku are leaders in growing industries. You want to pick them -- not kick them -- when they're down.</li> </ul> A lot of stocks have been hit hard in recent months, and not all of them are going to bounce back. Some downticks have been fully earned, but that doesn't seem to be the case with&nbsp;<b>Twilio</b>&nbsp;(NYSE:TWLO)&nbsp;or&nbsp;<b>Roku</b>(NASDAQ:ROKU).</p><p><blockquote><ul><li>Twilio和Roku自历史高点以来下跌了40%以上。</li><li>两家公司的收入都实现了两位数的增长。</li><li>Twilio和Roku是成长型行业的领导者。当他们倒下的时候，你想抓住他们，而不是踢他们。</li></ul>近几个月来，许多股票都受到了重创，而且并非所有股票都将反弹。有些下跌是完全应得的，但情况似乎并非如此<b>Twilio</b>（纽约证券交易所代码：TWLO）或<b>Roku</b>（纳斯达克：ROKU）。</blockquote></p><p> Twilio is the leading provider of in-app communication solutions, making your smartphone even smarter. Roku is the top dog among streaming video hubs for TVs, commanding nearly double the U.S. market share of its closest competitor.</p><p><blockquote>Twilio是应用内通信解决方案的领先提供商，让您的智能手机更加智能。Roku是电视流媒体视频中心中的佼佼者，其美国市场份额几乎是最接近竞争对手的两倍。</blockquote></p><p> You're probably going to spend a lot of time on mobile apps and streaming video in the future, making the recent sell-off in Twilio and Roku that much more appetizing. Even if you have just $2,000 to invest, let's go over why splitting that between Twilio and Roku may be the right choice right now.</p><p><blockquote>未来，您可能会在移动应用程序和流媒体视频上花费大量时间，这使得Twilio和Roku最近的抛售更加诱人。即使你只有2,000美元可以投资，让我们来看看为什么在Twilio和Roku之间分配这笔钱可能是现在的正确选择。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce6deb412b3fed5120808b8c5d1bc735\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Twilio</b></p><p><blockquote><b>Twilio</b></blockquote></p><p> Twilio shares have fallen by more than 40% since peaking in February, but it's not as if its business is suffering a similar fate. Revenue soared 65% for&nbsp;its latest quarter, and even if you factor out needle-moving acquisitions, you still have a healthy organic top-line growth rate of 38% for the quarter.</p><p><blockquote>自2月份达到峰值以来，Twilio股价已下跌超过40%，但其业务似乎并没有遭受类似的命运。最近一个季度的收入飙升了65%，即使排除重大收购，该季度的有机营收增长率仍然高达38%。</blockquote></p><p> Developers lean on Twilio's platform to let users get more done without having to leave the app. From two-way communication without revealing either side's contact info -- like when you're chatting with your food-delivery driver or trying to book a holiday vacation rental home -- to simple things like resetting passwords, you're probably contributing to Twilio's growth without realizing it. There are now more than 250,000 developers as active Twilio customers, and they're spending 31% more on the platform than they were a year ago.</p><p><blockquote>开发者依靠Twilio的平台让用户在不离开应用程序的情况下完成更多工作。从不透露任何一方联系信息的双向沟通——比如当你与送餐司机聊天或试图预订度假出租屋时——到重置密码等简单的事情，你可能在不知不觉中为Twilio的增长做出了贡献。现在有超过250,000名开发者是Twilio的活跃客户，他们在该平台上的支出比一年前增加了31%。</blockquote></p><p> Red ink is a problem, and investors are concerned enough about the losses to detract from the spectacular top-line gains that Twilio is producing in a booming niche. We're only going to be spending more time on smartphone apps, and with that comes the challenge for app developers to make sure they beef up their in-app communication solutions. Twilio's future is bright, even if the stock is now 41% below the all-time high it established earlier this year.</p><p><blockquote>亏损是一个问题，投资者对亏损非常担心，以至于减损了Twilio在蓬勃发展的利基市场中产生的惊人营收收益。我们只会在智能手机应用上花费更多时间，随之而来的是应用开发者面临的挑战，即确保他们加强应用内通信解决方案。Twilio的未来是光明的，尽管该股目前比今年早些时候创下的历史高点低41%。</blockquote></p><p> <b>Roku</b></p><p><blockquote><b>Roku</b></blockquote></p><p> We're streaming a lot of video from the biggest screen in the house -- our smart TV -- and that's not going to change anytime soon. Roku is the top solution, available freely as the default operating system in 38% of the smart TVs sold in North America. Folks can also buy Roku dongles for as little as $20 that plug into their TVs for access to Roku's free-to-use platform.</p><p><blockquote>我们从家里最大的屏幕——我们的智能电视——播放大量视频，而且这种情况不会很快改变。Roku是顶级解决方案，在北美销售的38%的智能电视中免费作为默认操作系统。人们还可以花20美元购买Roku加密狗，将其插入电视即可访问Roku的免费平台。</blockquote></p><p> Business is strong. Platform revenue soared 82% in its latest quarter. Hardware sales haven't been as kind, and supply-chain constraints and rising costs on that front will linger into the year ahead. The audience continues to grow despite the hardware hiccups, thankfully due to its market leadership in factory-installed new TVs.</p><p><blockquote>生意兴隆。平台收入在最近一个季度飙升82%。硬件销售并不那么好，供应链限制和这方面的成本上升将持续到未来一年。尽管硬件出现问题，观众仍在继续增长，谢天谢地，这要归功于其在工厂安装的新电视方面的市场领导地位。</blockquote></p><p> Roku plays nice with thousands of streaming apps. It's had a few tense negotiations with media and tech giants to keep them on its hub -- more recently with YouTube and YouTube TV -- but they have&nbsp;always been resolved&nbsp;before starting to get in the way of user growth. Advertisers and providers of streaming apps know that they have to work with Roku if they want to reach younger audiences who aren't consuming traditional marketing outposts.</p><p><blockquote>Roku在数千款流媒体应用上表现出色。它与媒体和科技巨头进行了一些紧张的谈判，以将它们留在其中心——最近是与YouTube和YouTube TV——但这些谈判总是在开始阻碍用户增长之前得到解决。广告商和流媒体应用提供商知道，如果他们想接触到不消费传统营销前哨的年轻受众，他们必须与Roku合作。</blockquote></p><p> Roku stock has fallen 54% from this year's summertime highs. This would be an alarming sight if we hadn't seen&nbsp;similar drawdowns&nbsp;before. The stock has fallen between 43% and 61% every year since going public in 2017, only to hit a fresh all-time high the following year. History tells us that buying Roku when the leader amongstreaming service stocks&nbsp;is down is a smart thing to do.</p><p><blockquote>Roku股价较今年夏季高点下跌54%。如果我们以前没有看到类似的缩水，这将是一个令人担忧的景象。自2017年上市以来，该股每年下跌43%至61%，次年才创下历史新高。历史告诉我们，当流媒体服务股票的领导者下跌时购买Roku是明智之举。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/21/got-2000-here-are-2-beaten-down-growth-stocks-to-b/\">Motley Fool</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":{"TWLO":"Twilio Inc","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2021/12/21/got-2000-here-are-2-beaten-down-growth-stocks-to-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161530074","content_text":"Key Points\n\nTwilio and Roku are down more than 40% since their all-time highs.\nBoth companies are posting double-digit revenue growth.\nTwilio and Roku are leaders in growing industries. You want to pick them -- not kick them -- when they're down.\n\nA lot of stocks have been hit hard in recent months, and not all of them are going to bounce back. Some downticks have been fully earned, but that doesn't seem to be the case with Twilio (NYSE:TWLO) or Roku(NASDAQ:ROKU).\nTwilio is the leading provider of in-app communication solutions, making your smartphone even smarter. Roku is the top dog among streaming video hubs for TVs, commanding nearly double the U.S. market share of its closest competitor.\nYou're probably going to spend a lot of time on mobile apps and streaming video in the future, making the recent sell-off in Twilio and Roku that much more appetizing. Even if you have just $2,000 to invest, let's go over why splitting that between Twilio and Roku may be the right choice right now.\nIMAGE SOURCE: GETTY IMAGES.\nTwilio\nTwilio shares have fallen by more than 40% since peaking in February, but it's not as if its business is suffering a similar fate. Revenue soared 65% for its latest quarter, and even if you factor out needle-moving acquisitions, you still have a healthy organic top-line growth rate of 38% for the quarter.\nDevelopers lean on Twilio's platform to let users get more done without having to leave the app. From two-way communication without revealing either side's contact info -- like when you're chatting with your food-delivery driver or trying to book a holiday vacation rental home -- to simple things like resetting passwords, you're probably contributing to Twilio's growth without realizing it. There are now more than 250,000 developers as active Twilio customers, and they're spending 31% more on the platform than they were a year ago.\nRed ink is a problem, and investors are concerned enough about the losses to detract from the spectacular top-line gains that Twilio is producing in a booming niche. We're only going to be spending more time on smartphone apps, and with that comes the challenge for app developers to make sure they beef up their in-app communication solutions. Twilio's future is bright, even if the stock is now 41% below the all-time high it established earlier this year.\nRoku\nWe're streaming a lot of video from the biggest screen in the house -- our smart TV -- and that's not going to change anytime soon. Roku is the top solution, available freely as the default operating system in 38% of the smart TVs sold in North America. Folks can also buy Roku dongles for as little as $20 that plug into their TVs for access to Roku's free-to-use platform.\nBusiness is strong. Platform revenue soared 82% in its latest quarter. Hardware sales haven't been as kind, and supply-chain constraints and rising costs on that front will linger into the year ahead. The audience continues to grow despite the hardware hiccups, thankfully due to its market leadership in factory-installed new TVs.\nRoku plays nice with thousands of streaming apps. It's had a few tense negotiations with media and tech giants to keep them on its hub -- more recently with YouTube and YouTube TV -- but they have always been resolved before starting to get in the way of user growth. Advertisers and providers of streaming apps know that they have to work with Roku if they want to reach younger audiences who aren't consuming traditional marketing outposts.\nRoku stock has fallen 54% from this year's summertime highs. This would be an alarming sight if we hadn't seen similar drawdowns before. The stock has fallen between 43% and 61% every year since going public in 2017, only to hit a fresh all-time high the following year. History tells us that buying Roku when the leader amongstreaming service stocks is down is a smart thing to do.","news_type":1,"symbols_score_info":{"TWLO":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691325702,"gmtCreate":1640139778342,"gmtModify":1640139778844,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582248650466523","authorIdStr":"3582248650466523"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691325702","repostId":"1161633992","repostType":4,"repost":{"id":"1161633992","kind":"news","pubTimestamp":1640139393,"share":"https://www.laohu8.com/m/news/1161633992?lang=zh_CN&edition=full","pubTime":"2021-12-22 10:16","market":"us","language":"en","title":"Why Alibaba Stock Popped over 6% Today?<blockquote>为什么阿里巴巴-SW股价今天上涨超过6%？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161633992","media":"Motley Fool","summary":"What happened\nShares of Alibaba(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;<b>Alibaba</b>(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining 6.89% on Tuesday as stock market analysts debated whether the company's just-announced&nbsp;turnaround plan&nbsp;will work or not.</p><p><blockquote>本公司之股份<b>阿里巴巴-SW</b>（纽约证券交易所股票代码：BABA）股价从昨天的科技股抛售中反弹，周二上涨6.89%，股市分析师争论该公司刚刚宣布的扭亏为盈计划是否有效。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Hong Kong-based investment bank CLSA led off with the bull argument, calling Alibaba stock \"cheap\" at its recent price under $123 a share. CLSA predicts that as Chinese consumer spending grows, as Alibaba expands further into international markets, and as Alibaba's own technology improves, these three \"strategic engines\" will propel the company's growth, reports&nbsp;TheFly.com.</p><p><blockquote>总部位于香港的投资银行里昂证券率先提出了牛市论点，称阿里巴巴-SW股票近期低于每股123美元的价格“便宜”。据TheFly.com报道，里昂证券预计，随着中国消费者支出的增长、阿里巴巴-SW进一步向国际市场扩张以及阿里巴巴-SW自身技术的提高，这三大“战略引擎”将推动公司的增长。</blockquote></p><p> Of these three \"engines,\" CLSA places the greatest weight on Alibaba's technological prowess, saying the company \"enjoys unparalleled competitive advantages and a strong technological lead,\" in particular in cloud-based computing, which will be \"the next big growth pillar\" for Alibaba stock.</p><p><blockquote>在这三个“引擎”中，里昂证券最重视阿里巴巴-SW的技术实力，称该公司“享有无与伦比的竞争优势和强大的技术领先地位”，特别是在基于云的计算领域，这将是阿里巴巴-SW股票的“下一个巨大增长支柱”。</blockquote></p><p> In its bearish rebuttal, though, U.K. stock broker Atlantic Equities says it has little confidence that Alibaba's Taobao and Tmall subsidiaries will perform well in the near term. The analyst agrees that Alibaba stock looks \"inexpensive\" at 17.5 times earnings. Still, Atlantic worries that Alibaba's \"aggressive\" spending on improving the technology that so impresses CLSA won't necessarily pay off for Alibaba. And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.</p><p><blockquote>不过，英国股票经纪商大西洋股票(Atlantic Equities)在其悲观反驳中表示，对阿里巴巴-SW旗下淘宝和天猫子公司短期内表现良好没有信心。该分析师同意阿里巴巴-SW股票的市盈率为17.5倍，看起来“便宜”。尽管如此，《大西洋月刊》担心，阿里巴巴-SW在改进令里昂证券印象深刻的技术方面的“积极”支出不一定会为阿里巴巴-SW带来回报。特别是，《大西洋月刊》认为该公司对“阿里云”的投资只是该股的“适度”催化剂。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> For today, it appears that investors are buying CLSA's argument over Atlantic Equities'.</p><p><blockquote>今天，投资者似乎正在购买里昂证券对大西洋股票的看法。</blockquote></p><p> Ultimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings&nbsp;<i>looks</i>&nbsp;like avalue price&nbsp;for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. While it's true that Alibaba has exhibited some fine growth in the past (a 30% compound rate of growth in earnings over the last five years for example, according to&nbsp;S&amp;P Global Market Intelligence&nbsp;data), over the&nbsp;<i>next</i>&nbsp;five years, most analysts don't see the company producing even 10% annual earnings growth -- but less than 9% instead.</p><p><blockquote>不过，这场争论最终将归结为增长问题。当然，市盈率为17.5倍<i>长相</i>就像阿里巴巴-SW股票的avalue价格一样——但前提是该公司能够产生足够的增长来证明估值的合理性。虽然阿里巴巴-SW在过去确实表现出了一些良好的增长（例如，根据标准普尔全球市场情报数据，过去五年盈利复合增长率为30%），但在<i>下一个</i>五年来，大多数分析师认为该公司的年盈利增长率甚至不会达到10%，而是低于9%。</blockquote></p><p> If that's the best Alibaba ends up doing, I fear that today's rebound in stock price&nbsp;will be short-lived.</p><p><blockquote>如果这是阿里巴巴-SW最终做的最好的事情，我担心今天的股价反弹将是短暂的。</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 Alibaba Stock Popped over 6% Today?<blockquote>为什么阿里巴巴-SW股价今天上涨超过6%？</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 Alibaba Stock Popped over 6% Today?<blockquote>为什么阿里巴巴-SW股价今天上涨超过6%？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-22 10:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of&nbsp;<b>Alibaba</b>(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining 6.89% on Tuesday as stock market analysts debated whether the company's just-announced&nbsp;turnaround plan&nbsp;will work or not.</p><p><blockquote>本公司之股份<b>阿里巴巴-SW</b>（纽约证券交易所股票代码：BABA）股价从昨天的科技股抛售中反弹，周二上涨6.89%，股市分析师争论该公司刚刚宣布的扭亏为盈计划是否有效。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Hong Kong-based investment bank CLSA led off with the bull argument, calling Alibaba stock \"cheap\" at its recent price under $123 a share. CLSA predicts that as Chinese consumer spending grows, as Alibaba expands further into international markets, and as Alibaba's own technology improves, these three \"strategic engines\" will propel the company's growth, reports&nbsp;TheFly.com.</p><p><blockquote>总部位于香港的投资银行里昂证券率先提出了牛市论点，称阿里巴巴-SW股票近期低于每股123美元的价格“便宜”。据TheFly.com报道，里昂证券预计，随着中国消费者支出的增长、阿里巴巴-SW进一步向国际市场扩张以及阿里巴巴-SW自身技术的提高，这三大“战略引擎”将推动公司的增长。</blockquote></p><p> Of these three \"engines,\" CLSA places the greatest weight on Alibaba's technological prowess, saying the company \"enjoys unparalleled competitive advantages and a strong technological lead,\" in particular in cloud-based computing, which will be \"the next big growth pillar\" for Alibaba stock.</p><p><blockquote>在这三个“引擎”中，里昂证券最重视阿里巴巴-SW的技术实力，称该公司“享有无与伦比的竞争优势和强大的技术领先地位”，特别是在基于云的计算领域，这将是阿里巴巴-SW股票的“下一个巨大增长支柱”。</blockquote></p><p> In its bearish rebuttal, though, U.K. stock broker Atlantic Equities says it has little confidence that Alibaba's Taobao and Tmall subsidiaries will perform well in the near term. The analyst agrees that Alibaba stock looks \"inexpensive\" at 17.5 times earnings. Still, Atlantic worries that Alibaba's \"aggressive\" spending on improving the technology that so impresses CLSA won't necessarily pay off for Alibaba. And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.</p><p><blockquote>不过，英国股票经纪商大西洋股票(Atlantic Equities)在其悲观反驳中表示，对阿里巴巴-SW旗下淘宝和天猫子公司短期内表现良好没有信心。该分析师同意阿里巴巴-SW股票的市盈率为17.5倍，看起来“便宜”。尽管如此，《大西洋月刊》担心，阿里巴巴-SW在改进令里昂证券印象深刻的技术方面的“积极”支出不一定会为阿里巴巴-SW带来回报。特别是，《大西洋月刊》认为该公司对“阿里云”的投资只是该股的“适度”催化剂。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> For today, it appears that investors are buying CLSA's argument over Atlantic Equities'.</p><p><blockquote>今天，投资者似乎正在购买里昂证券对大西洋股票的看法。</blockquote></p><p> Ultimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings&nbsp;<i>looks</i>&nbsp;like avalue price&nbsp;for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. While it's true that Alibaba has exhibited some fine growth in the past (a 30% compound rate of growth in earnings over the last five years for example, according to&nbsp;S&amp;P Global Market Intelligence&nbsp;data), over the&nbsp;<i>next</i>&nbsp;five years, most analysts don't see the company producing even 10% annual earnings growth -- but less than 9% instead.</p><p><blockquote>不过，这场争论最终将归结为增长问题。当然，市盈率为17.5倍<i>长相</i>就像阿里巴巴-SW股票的avalue价格一样——但前提是该公司能够产生足够的增长来证明估值的合理性。虽然阿里巴巴-SW在过去确实表现出了一些良好的增长（例如，根据标准普尔全球市场情报数据，过去五年盈利复合增长率为30%），但在<i>下一个</i>五年来，大多数分析师认为该公司的年盈利增长率甚至不会达到10%，而是低于9%。</blockquote></p><p> If that's the best Alibaba ends up doing, I fear that today's rebound in stock price&nbsp;will be short-lived.</p><p><blockquote>如果这是阿里巴巴-SW最终做的最好的事情，我担心今天的股价反弹将是短暂的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/21/why-alibaba-stock-popped-65-today/\">Motley Fool</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":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.fool.com/investing/2021/12/21/why-alibaba-stock-popped-65-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161633992","content_text":"What happened\nShares of Alibaba(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining 6.89% on Tuesday as stock market analysts debated whether the company's just-announced turnaround plan will work or not.\nSo what\nHong Kong-based investment bank CLSA led off with the bull argument, calling Alibaba stock \"cheap\" at its recent price under $123 a share. CLSA predicts that as Chinese consumer spending grows, as Alibaba expands further into international markets, and as Alibaba's own technology improves, these three \"strategic engines\" will propel the company's growth, reports TheFly.com.\nOf these three \"engines,\" CLSA places the greatest weight on Alibaba's technological prowess, saying the company \"enjoys unparalleled competitive advantages and a strong technological lead,\" in particular in cloud-based computing, which will be \"the next big growth pillar\" for Alibaba stock.\nIn its bearish rebuttal, though, U.K. stock broker Atlantic Equities says it has little confidence that Alibaba's Taobao and Tmall subsidiaries will perform well in the near term. The analyst agrees that Alibaba stock looks \"inexpensive\" at 17.5 times earnings. Still, Atlantic worries that Alibaba's \"aggressive\" spending on improving the technology that so impresses CLSA won't necessarily pay off for Alibaba. And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.\nNow what\nFor today, it appears that investors are buying CLSA's argument over Atlantic Equities'.\nUltimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings looks like avalue price for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. While it's true that Alibaba has exhibited some fine growth in the past (a 30% compound rate of growth in earnings over the last five years for example, according to S&P Global Market Intelligence data), over the next five years, most analysts don't see the company producing even 10% annual earnings growth -- but less than 9% instead.\nIf that's the best Alibaba ends up doing, I fear that today's rebound in stock price will be short-lived.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":189511922,"gmtCreate":1623281523666,"gmtModify":1634035104423,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like n comment, thk&nbsp;","listText":"Like n comment, thk&nbsp;","text":"Like n comment, thk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/189511922","repostId":"1142408805","repostType":4,"repost":{"id":"1142408805","kind":"news","pubTimestamp":1623280126,"share":"https://www.laohu8.com/m/news/1142408805?lang=zh_CN&edition=full","pubTime":"2021-06-10 07:08","market":"us","language":"en","title":"U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142408805","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants a","content":"<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks end lower ahead of inflation report<blockquote>美股在通胀报告公布前收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-10 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.</p><p><blockquote>纽约（路透社）-华尔街周三收盘走低，市场参与者等待通胀数据，以寻找美联储何时可能收紧鸽派货币政策的线索。</blockquote></p><p> The retail “meme stock” craze continued unabated.</p><p><blockquote>零售“模因股”热潮不减。</blockquote></p><p> All three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.</p><p><blockquote>美国三大股指均扭转稍早涨势，但在缺乏任何明显市场催化剂的情况下仍维持区间震荡。</blockquote></p><p> “There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”</p><p><blockquote>印第安纳州哈蒙德地平线投资服务公司首席执行官查克·卡尔森表示：“新闻方面有一段平静期。”“我们已经过了财报期，人们正在等待明天的通胀数据，因此市场好坏参半，主要股指没有采取太多行动。”</blockquote></p><p> Heavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.</p><p><blockquote>严重做空的meme股票延续了社交媒体推动的涨势，Aethlon Medical飙升388.2%。</blockquote></p><p> Reddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.</p><p><blockquote>Reddit聊天还帮助监狱运营商GEO Group和World Wrestling Entertainment的股价分别上涨38.4%和10.9%。</blockquote></p><p> However, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath &amp; Beyond closed lower.</p><p><blockquote>然而，Clover Health、AMC院线和Bed Bath&amp;Beyond等其他模因股票收盘走低。</blockquote></p><p> Retail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.</p><p><blockquote>Vanda Research的数据显示，随着社交媒体论坛争先恐后地寻找下一个游戏驿站公司，即引发这一现象的股票，零售额已回到一月份的峰值。</blockquote></p><p> “It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”</p><p><blockquote>“这感觉就像另类股票市场，”卡尔森补充道。这是猜测的迹象。如果你在正确的时间进入，你就可以成功，但随着时间的推移，很难成功地发挥作用。”</blockquote></p><p> “I don’t think you should read too much regarding the broader market.”</p><p><blockquote>“我认为你不应该阅读太多关于大盘的信息。”</blockquote></p><p> GameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.</p><p><blockquote>游戏驿站在发布财报之前任命马特·弗隆为新任首席执行官，财报显示季度亏损为每股1.01美元。其股价在盘后交易中下跌超过4%。</blockquote></p><p> U.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.</p><p><blockquote>在与参议员雪莱·卡皮托的一对一会谈破裂后，美国总统乔·拜登在正在进行的谈判中改变了路线，以就基础设施支出达成两党协议。</blockquote></p><p> Industrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.</p><p><blockquote>将从基础设施交易中受益的工业股下跌1%。</blockquote></p><p> Washington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.</p><p><blockquote>华盛顿立法者通过了一项全面的法案，旨在提高美国与中国技术竞争的能力，在持续的芯片供应干旱的情况下为研究和半导体生产提供资金。该法案现已提交众议院。</blockquote></p><p> Even so, the Philadelphia SE Semiconductor index slipped 0.4%.</p><p><blockquote>即便如此，费城SE半导体指数仍下跌0.4%。</blockquote></p><p> The Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.</p><p><blockquote>美国劳工部将于周四发布的消费者价格指数报告将在复苏的供需失衡中提供对通胀的另一种看法，因为投资者将确定通胀压力是否如美联储所称的那样是暂时的。</blockquote></p><p> The Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&amp;P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.</p><p><blockquote>道琼工业指数跌152.68点，或0.44%，报34447.14点；标普500下跌7.71点，或0.18%，报4,219.55点；纳斯达克综合指数下跌13.16点，跌幅0.09%，至13,911.75点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P 500, healthcare gained the most.</p><p><blockquote>标普500 11大板块中，医疗保健涨幅最大。</blockquote></p><p> Benchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.</p><p><blockquote>基准美国国债收益率自5月以来首次跌破1.5%，令对利率敏感的金融股承压。</blockquote></p><p> Campbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.</p><p><blockquote>金宝汤公司未达到季度利润预期，并下调了全年盈利预期，导致其股价下跌6.5%。</blockquote></p><p> Drugmaker Merck &amp; Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.</p><p><blockquote>制药商默克公司股价上涨2.3%，此前该公司宣布，如果该药物获得监管部门批准，美国政府已同意以约12亿美元的价格购买该公司约170万个疗程的实验性COVID-19治疗药物molnupiravir。</blockquote></p><p> Declining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.13比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.</p><p><blockquote>标普500创下38个52周新高和两个新低；纳斯达克综合指数录得126个新高和14个新低。</blockquote></p><p> Volume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为115.3亿股，而过去20个交易日的平均成交量为107.4亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","AEMD":"Aethlon Medical Inc"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-end-lower-ahead-of-inflation-report-idUSL2N2NR2UG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142408805","content_text":"NEW YORK (Reuters) - Wall Street ended a see-saw session lower on Wednesday as market participants awaited inflation data for clues as to when the U.S. Federal Reserve might tighten its dovish monetary policy.\nThe retail “meme stock” craze continued unabated.\nAll three major U.S. stock indexes reversed earlier gains, but remained range-bound in the absence of any clear market catalysts.\n“There’s a lull period in terms of news,” said Chuck Carlson, chief executive at Horizon Investment Services in Hammond, Indiana. “We’re through earnings period and people are waiting for inflation numbers tomorrow, so you have a mixed market where the major averages aren’t doing much of anything.”\nHeavily shorted meme stocks extended their social media-driven rally, with Aethlon Medical soaring 388.2%.\nReddit chatter also helped to lift shares of prison operator GEO Group and World Wrestling Entertainment 38.4% and 10.9%, respectively.\nHowever, other meme stocks such as Clover Health, AMC Entertainment and Bed Bath & Beyond closed lower.\nRetail volume has returned to its January peak, according to Vanda Research, as social media forums scramble to identify the next GameStop Corp, the stock that kicked off the phenomenon.\n“It feels like alternative stock market,” Carlson added. It’s an indication of speculation. You can be successful if you get in at the right moment but it’s very difficult to play successfully over time.”\n“I don’t think you should read too much regarding the broader market.”\nGameStop named Matt Furlong as its new CEO ahead of its earnings report, which showed a quarterly loss of $1.01 per share. Its shares fell over 4% in after-hours trading.\nU.S. President Joe Biden changed course in ongoing negotiations to reach a bipartisan agreement on infrastructure spending after one-on-one talks with Senator Shelley Capito broke down.\nIndustrial stocks, which stand to benefit from an infrastructure deal, slid by 1%.\nWashington lawmakers passed a sweeping bill designed to boost the United States’ ability to compete against Chinese technology, providing funds for research and semiconductor production amid an ongoing chip supply drought. The bill now heads to the House of Representatives.\nEven so, the Philadelphia SE Semiconductor index slipped 0.4%.\nThe Labor Department’s consumer price index report due out Thursday will provide another take on inflation amid the recovery’s demand/supply imbalance as investors determine whether inflationary pressures, as the Fed asserts, will be transitory.\nThe Dow Jones Industrial Average fell 152.68 points, or 0.44%, to 34,447.14; the S&P 500 lost 7.71 points, or 0.18%, at 4,219.55; and the Nasdaq Composite dropped 13.16 points, or 0.09%, to 13,911.75.\nAmong the 11 major sectors in the S&P 500, healthcare gained the most.\nBenchmark Treasury yields dropped below 1.5% for the first time since May, weighing on interest-sensitive financials.\nCampbell Soup Co missed quarterly profit expectations and slashed its full-year earnings forecast, sending its shares down 6.5%.\nDrugmaker Merck & Co rose 2.3% on the heels of its announcement the U.S. government had agreed to buy about 1.7 million courses of the company’s experimental COVID-19 treatment, molnupiravir, for about $1.2 billion, if the drug meets regulatory approval.\nDeclining issues outnumbered advancers on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.13-to-1 ratio favored decliners.\nThe S&P 500 posted 38 new 52-week highs and two new lows; the Nasdaq Composite recorded 126 new highs and 14 new lows.\nVolume on U.S. exchanges was 11.53 billion shares, compared with the 10.74 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"AEMD":0.9}},"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193325437,"gmtCreate":1620770240429,"gmtModify":1634196551782,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like and comment, thk u&nbsp;","listText":"Like and comment, thk u&nbsp;","text":"Like and comment, thk u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/193325437","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://www.laohu8.com/m/news/1148549916?lang=zh_CN&edition=full","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的大宗经纪业务，对冲基金又度过了艰难的一周，GS股票基本面L/S表现预期在4/30至5/6之间下降了-1.68%（vs MSCI World TR-0.33%），这是由-1.11%的阿尔法（两个月来最差的每周阿尔法）和-0.57%的贝塔（来自市场敞口和市场敏感性因素的综合）推动的。因此，仅在过去一周，全球基本面股票L/S对冲基金就损失了近三分之二的年初至今收益，使其年初至今总回报率仅为0.97%，这将是2岁和20岁人群又一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是，对冲基金领域对整体市场贝塔值变得多么敏感，这是有原因的：根据Goldman Prime的说法，<b>整体账面总杠杆上升+1.7个百分点至247.1%，为有记录以来的最高水平，</b>而净杠杆率下降了-0.9个百分点，至88.2%（虽然不是历史最高水平，但仍处于87百分位）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金申购构成来看，<b>过去一周，GS Prime book整体再次小幅净买入</b>（+0.15 SDs），由多头买入超过空头卖出的风险偏好流动推动。具体来说，单一品种被净买入，而宏观产品（指数和ETF组合）被净卖出。北美和欧洲在较小程度上是由多头买盘驱动的净买入，而DM Asia和EM Asia则是由空头卖盘驱动的净卖出。全球11个行业中有8个行业被净买入，其中以消费光盘、医疗保健、主食和房地产为首，而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时，高盛指出，延续上周首次观察到的趋势，当时我们注意到对冲基金在过去10天中有9天做空科技股<b>由于管理人员连续第三周减少敞口，信息技术出现了九个月来最大的净抛售。</b>GS Prime出人意料地扭转了数月来对其的看涨情绪，指出对冲基金目前对跑输大盘信息科技股的投资较MSCI世界下跌了-1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第3百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节：</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息科技，本周表现最差的板块，<b>也是迄今为止GS Prime账簿上净卖出最多的板块，其推动因素是卖空超过多头买入7比1。</b></li><li>信息科技股连续第三周净卖出，创下去年8月以来最大的周/周净卖出额（-1.6 SDs）。子行业层面的净交易流量出现分化——半成品和半成品设备、软件和电子设备是净卖出最多的，而通信设备和IT服务是净买入最多的。</li><li>对冲基金目前U/W信息科技股与MSCI世界相比下降了-1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第3百分位。</b></li><li>从行业群体的角度来看，对冲基金仍然是O/W软件和服务提供商+4.7%（第28个百分点），U/W半成品和半设备和技术硬件分别为-1.6%（第13个百分点）和-4.3%（第18个百分点）</li></ul>尽管对冲基金做空科技股，但在电子商务股票的推动下，高盛美国非必需消费品板块出现了三个月来最大的净买入。因此，GS Prime book现在与标普500相比，美国非必需消费品增长了+3.3%，<b>与过去一年相比处于第9百分位，与过去五年相比处于第50百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算，非必需消费品是本周GS Prime账簿上净买入最多的美国行业，这是由风险偏好流动推动的，多头买入的比例超过了空头卖出的比例为4比1。</li><li>GS Prime book上该行业的总多头/空头比率(MV)本周结束时为2.53，与过去一年相比处于第2百分位，与过去五年相比处于第77百分位。GS Prime book目前与标普500相比，美国非必需消费品股票增长了+3.3%，与过去一年相比，美国非必需消费品股票处于第9百分位，与过去五年相比，美国非必需消费品股票处于第50百分位。</li></ul></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>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股，对冲基金总杠杆创历史新高</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\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks<blockquote>HFs疯狂做空科技股，对冲基金总杠杆创历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-11 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><blockquote>根据高盛的大宗经纪业务，对冲基金又度过了艰难的一周，GS股票基本面L/S表现预期在4/30至5/6之间下降了-1.68%（vs MSCI World TR-0.33%），这是由-1.11%的阿尔法（两个月来最差的每周阿尔法）和-0.57%的贝塔（来自市场敞口和市场敏感性因素的综合）推动的。因此，仅在过去一周，全球基本面股票L/S对冲基金就损失了近三分之二的年初至今收益，使其年初至今总回报率仅为0.97%，这将是2岁和20岁人群又一个惨淡的一年。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><blockquote>值得注意的是，对冲基金领域对整体市场贝塔值变得多么敏感，这是有原因的：根据Goldman Prime的说法，<b>整体账面总杠杆上升+1.7个百分点至247.1%，为有记录以来的最高水平，</b>而净杠杆率下降了-0.9个百分点，至88.2%（虽然不是历史最高水平，但仍处于87百分位）。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p><blockquote>从对冲基金申购构成来看，<b>过去一周，GS Prime book整体再次小幅净买入</b>（+0.15 SDs），由多头买入超过空头卖出的风险偏好流动推动。具体来说，单一品种被净买入，而宏观产品（指数和ETF组合）被净卖出。北美和欧洲在较小程度上是由多头买盘驱动的净买入，而DM Asia和EM Asia则是由空头卖盘驱动的净卖出。全球11个行业中有8个行业被净买入，其中以消费光盘、医疗保健、主食和房地产为首，而信息技术、材料和金融则被净卖出。</blockquote></p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p><blockquote>与此同时，高盛指出，延续上周首次观察到的趋势，当时我们注意到对冲基金在过去10天中有9天做空科技股<b>由于管理人员连续第三周减少敞口，信息技术出现了九个月来最大的净抛售。</b>GS Prime出人意料地扭转了数月来对其的看涨情绪，指出对冲基金目前对跑输大盘信息科技股的投资较MSCI世界下跌了-1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第3百分位。</b></blockquote></p><p>Some more details from the Goldman reports:</p><p><blockquote>高盛报告中的更多细节：</blockquote></p><p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><p><blockquote><ul><li>信息科技，本周表现最差的板块，<b>也是迄今为止GS Prime账簿上净卖出最多的板块，其推动因素是卖空超过多头买入7比1。</b></li><li>信息科技股连续第三周净卖出，创下去年8月以来最大的周/周净卖出额（-1.6 SDs）。子行业层面的净交易流量出现分化——半成品和半成品设备、软件和电子设备是净卖出最多的，而通信设备和IT服务是净买入最多的。</li><li>对冲基金目前U/W信息科技股与MSCI世界相比下降了-1.4%，<b>这是自去年11月以来的最低水平，与过去五年相比处于第3百分位。</b></li><li>从行业群体的角度来看，对冲基金仍然是O/W软件和服务提供商+4.7%（第28个百分点），U/W半成品和半设备和技术硬件分别为-1.6%（第13个百分点）和-4.3%（第18个百分点）</li></ul>尽管对冲基金做空科技股，但在电子商务股票的推动下，高盛美国非必需消费品板块出现了三个月来最大的净买入。因此，GS Prime book现在与标普500相比，美国非必需消费品增长了+3.3%，<b>与过去一年相比处于第9百分位，与过去五年相比处于第50百分位</b>.</blockquote></p><p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>以美元计算，非必需消费品是本周GS Prime账簿上净买入最多的美国行业，这是由风险偏好流动推动的，多头买入的比例超过了空头卖出的比例为4比1。</li><li>GS Prime book上该行业的总多头/空头比率(MV)本周结束时为2.53，与过去一年相比处于第2百分位，与过去五年相比处于第77百分位。GS Prime book目前与标普500相比，美国非必需消费品股票增长了+3.3%，与过去一年相比，美国非必需消费品股票处于第9百分位，与过去五年相比，美国非必需消费品股票处于第50百分位。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1,"symbols_score_info":{".IXIC":0.9,"NDX":0.9}},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845247975,"gmtCreate":1636345337405,"gmtModify":1636345338118,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845247975","repostId":"1156505839","repostType":4,"repost":{"id":"1156505839","kind":"news","pubTimestamp":1636344323,"share":"https://www.laohu8.com/m/news/1156505839?lang=zh_CN&edition=full","pubTime":"2021-11-08 12:05","market":"us","language":"en","title":"Opinion: Wall Street will tell you that stocks shine in November but here’s the unvarnished truth<blockquote>观点：华尔街会告诉你股市在11月份大放异彩，但这是赤裸裸的事实</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156505839","media":"Market Wacth","summary":"November likely will be a good month for the Dow Jones Industrial AverageDJIA,+0.56%,which can be ex","content":"<p>November likely will be a good month for the Dow Jones Industrial AverageDJIA,+0.56%,which can be expected to gain 0.6%, or about 220 points.</p><p><blockquote>11月对于道琼斯工业平均指数DJIA来说可能是一个好月份，+0.56%，预计将上涨0.6%，即约220点。</blockquote></p><p> Such a gain would take the U.S. stock market bellwether to around the 36,040 level, versus the 35,820 level at which it finished the month of October. Were you hoping for more? After all, the Dow rose almost 6% in October.</p><p><blockquote>这样的涨幅将使美国股市领头羊达到36,040点左右，而10月份收盘时为35,820点。你希望得到更多吗？毕竟，道琼斯指数在10月份上涨了近6%。</blockquote></p><p> You shouldn’t be surprised. The Dow’s expected gain this month is the same as it is every other month of the calendar. There is no reason for November to be any better or worse than the historical average.</p><p><blockquote>你不应该感到惊讶。道琼斯指数本月的预期涨幅与日历上每隔一个月的涨幅相同。11月没有理由比历史平均水平更好或更差。</blockquote></p><p> It’s important to point this out to counter those on Wall Street who mine the historical data in search of “uncanny” seasonal patterns. The only real investment lesson we can learn from their efforts is that if you torture the data long and hard enough you can make it say almost anything.</p><p><blockquote>指出这一点很重要，以对抗华尔街那些挖掘历史数据以寻找“神秘”季节性模式的人。我们能从他们的努力中学到的唯一真正的投资教训是，如果你折磨数据足够长时间和努力，你几乎可以让它说出任何东西。</blockquote></p><p> Consider the claims that the chief investment officer of a major Wall Street firm emailed to clients last week: “November has been quite strong historically. In fact, since 1950, and the past 10 years, it is the best month of the year, while it ranks second over the past 20 years and during a post-election year. November is the best month of the year, but it doesn’t seem to get nearly as much love as you’d think. We all assume December is the best month, but November is actually better and gets very little fanfare.”</p><p><blockquote>想想华尔街一家大公司的首席投资官上周在给客户的电子邮件中所说的话：“从历史上看，11月是相当强劲的。事实上，自1950年以来，以及过去10年，它是一年中最好的月份，而在过去20年和选举后的一年中，它排名第二。11月是一年中最好的月份，但它似乎没有你想象的那么多爱。我们都认为12月是最好的月份，但11月实际上更好，而且很少大张旗鼓。”</blockquote></p><p> This raises several red flags. Why choose the period since 1950, as opposed to, say, 1960 or 1940? Why focus on just the past 10- or 20 years and not the past 13 or 23 or 27?</p><p><blockquote>这引发了几个危险信号。为什么选择1950年以来的时期，而不是1960年或1940年？为什么只关注过去10年或20年，而不是过去13年、23年或27年？</blockquote></p><p> Unless there is a compelling theoretical reason to focus on a subset of the historical data, doing so suggests that deliberate data mining is going on.</p><p><blockquote>除非有令人信服的理论理由关注历史数据的子集，否则这样做表明有意的数据挖掘正在进行。</blockquote></p><p> The Dow offers investors monthly data extending back to its creation in May 1896. Over the ensuing 125 years, November’s average return ranks 5th&nbsp;for all years, as you can see in the chart below. November is slightly above average, but not at the 95% confidence level that statisticians often use when determining if a pattern is genuine. In fact, it isn’t even close.</p><p><blockquote>道琼斯指数为投资者提供自1896年5月创立以来的月度数据。在接下来的125年里，11月的平均回报率在所有年份中排名第五，如下图所示。11月略高于平均水平，但未达到统计学家在确定模式是否真实时经常使用的95%置信水平。事实上，它甚至没有接近。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/81a13b9bba8ec5e47cf1c0ed3172447f\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> How about November being the second-best month in post-presidential election years? Again, this is true for only <a href=\"https://laohu8.com/S/AONE.U\">one</a> subset of the historical data. Viewed over the Dow’s entire history, November is in 6th&nbsp;place for average performance during post-presidential election years. In other words, its performance rank in such years is actually slightly worse than in the entire sample.</p><p><blockquote>11月是后总统选举年第二好的月份怎么样？同样，这仅适用于<a href=\"https://laohu8.com/S/AONE.U\">一</a>历史数据的子集。纵观道琼斯指数的整个历史，11月份在总统选举后年份的平均表现排名第六。也就是说，它在这类年份的业绩排名其实比整个样本中略差一些。</blockquote></p><p> I don’t mean to pick on this particular well-known Wall Street CIO, which is why I am not naming him. He actually is in good company.</p><p><blockquote>我无意挑这位著名的华尔街首席信息官的毛病，这就是为什么我没有提到他的名字。他实际上有一个很好的伙伴。</blockquote></p><p> <b>Playing the odds</b></p><p><blockquote><b>玩赔率</b></blockquote></p><p> There’s an even more fundamental problem with this data mining, beyond their lack of statistical significance: To get historical odds reasonably in your favor when betting on a seasonal pattern, you would have to bet on it consistently many times in a row — several dozen at a minimum. So when betting on a pattern that comes around only once every year, the intelligent bet lasts several decades. The odds of success in any given year are only barely above a coin flip.</p><p><blockquote>除了缺乏统计意义之外，这种数据挖掘还有一个更根本的问题：在对季节性模式下注时，为了获得对你有利的历史赔率，你必须连续多次下注——至少几十次。因此，当押注于一年只出现一次的模式时，明智的押注会持续几十年。在任何一年，成功的几率都只是略高于抛硬币。</blockquote></p><p> In all Novembers since 1896, for example, the Dow has risen 63% of the time. Even assuming the future will be like the past, a bet that the stock market will gain ground in November will be wrong slightly more than one out of every three years. That’s far too much risk to justify throwing caution to the wind.</p><p><blockquote>例如，自1896年以来的所有11月，道琼斯指数有63%的时间上涨。即使假设未来会像过去一样，押注股市将在11月上涨的可能性也会略高于每三年中的一次。这风险太大，不足以证明把谨慎抛在脑后是合理的。</blockquote></p><p> Ideally, from a statistical point of view, you can find statistically significant patterns that are extremely short term. That would allow you, with even a relatively brief holding period, to bet on those patterns a sufficient number of times to get the odds decently in your favor.</p><p><blockquote>理想情况下，从统计学的角度来看，你可以找到统计上显著的短期模式。这将允许您，即使持有期相对较短，也可以在这些模式上下注足够多次，以获得对您有利的赔率。</blockquote></p><p> This, for example, is the secret behind the phenomenally successful Medallion Fund, from Renaissance Technologies, which (even after fees) beat the S&amp;P 500SPX,+0.37%between 1988 and 2018 by the incredible margin of 39.2% annualized return to 10.0%. (The fund is not available to outside investors.)</p><p><blockquote>例如，这就是Renaissance Technologies的Medallion基金取得巨大成功背后的秘密，该基金（即使扣除费用后）在1988年至2018年间以39.2%的年化回报率高达10.0%的令人难以置信的优势击败了标准普尔500SPX指数+0.37%。（该基金不向外部投资者开放。）</blockquote></p><p> Brad Cornell, a professor emeritus at UCLA, reportsthat the odds of success of any of Medallion Fund’s individual trades have been 50.75%, only slightly higher than 50%. But when coupled with high-frequency trading, those odds are enough to produce a highly profitable strategy. Medallion’s “strategy involved constantly opening and covering thousands of short-term positions, both long and short… Taken over millions of trades that [50.75%] percentage allowed the firm to make billions,” Cornell wrote.</p><p><blockquote>加州大学洛杉矶分校名誉教授布拉德·康奈尔(Brad Cornell)报告称，Medallion Fund任何单笔交易的成功率为50.75%，仅略高于50%。但当与高频交易相结合时，这些赔率足以产生高利润的策略。康奈尔写道，Medallion的“策略包括不断开设和回补数千个短期头寸，包括多头和空头……进行了数百万笔交易，[50.75%]百分比使公司赚取了数十亿美元”。</blockquote></p><p> Remember this the next time you read about an alleged seasonal pattern in the stock market. Even when that pattern is statistically significant, which is rare, it won’t help you much over the long term.</p><p><blockquote>下次你读到所谓的股市季节性模式时，请记住这一点。即使这种模式在统计上很重要（这种情况很少见），从长远来看也不会对你有多大帮助。</blockquote></p><p></p>","source":"lsy1604288433698","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>Opinion: Wall Street will tell you that stocks shine in November but here’s the unvarnished truth<blockquote>观点：华尔街会告诉你股市在11月份大放异彩，但这是赤裸裸的事实</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\">\nOpinion: Wall Street will tell you that stocks shine in November but here’s the unvarnished truth<blockquote>观点：华尔街会告诉你股市在11月份大放异彩，但这是赤裸裸的事实</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-11-08 12:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>November likely will be a good month for the Dow Jones Industrial AverageDJIA,+0.56%,which can be expected to gain 0.6%, or about 220 points.</p><p><blockquote>11月对于道琼斯工业平均指数DJIA来说可能是一个好月份，+0.56%，预计将上涨0.6%，即约220点。</blockquote></p><p> Such a gain would take the U.S. stock market bellwether to around the 36,040 level, versus the 35,820 level at which it finished the month of October. Were you hoping for more? After all, the Dow rose almost 6% in October.</p><p><blockquote>这样的涨幅将使美国股市领头羊达到36,040点左右，而10月份收盘时为35,820点。你希望得到更多吗？毕竟，道琼斯指数在10月份上涨了近6%。</blockquote></p><p> You shouldn’t be surprised. The Dow’s expected gain this month is the same as it is every other month of the calendar. There is no reason for November to be any better or worse than the historical average.</p><p><blockquote>你不应该感到惊讶。道琼斯指数本月的预期涨幅与日历上每隔一个月的涨幅相同。11月没有理由比历史平均水平更好或更差。</blockquote></p><p> It’s important to point this out to counter those on Wall Street who mine the historical data in search of “uncanny” seasonal patterns. The only real investment lesson we can learn from their efforts is that if you torture the data long and hard enough you can make it say almost anything.</p><p><blockquote>指出这一点很重要，以对抗华尔街那些挖掘历史数据以寻找“神秘”季节性模式的人。我们能从他们的努力中学到的唯一真正的投资教训是，如果你折磨数据足够长时间和努力，你几乎可以让它说出任何东西。</blockquote></p><p> Consider the claims that the chief investment officer of a major Wall Street firm emailed to clients last week: “November has been quite strong historically. In fact, since 1950, and the past 10 years, it is the best month of the year, while it ranks second over the past 20 years and during a post-election year. November is the best month of the year, but it doesn’t seem to get nearly as much love as you’d think. We all assume December is the best month, but November is actually better and gets very little fanfare.”</p><p><blockquote>想想华尔街一家大公司的首席投资官上周在给客户的电子邮件中所说的话：“从历史上看，11月是相当强劲的。事实上，自1950年以来，以及过去10年，它是一年中最好的月份，而在过去20年和选举后的一年中，它排名第二。11月是一年中最好的月份，但它似乎没有你想象的那么多爱。我们都认为12月是最好的月份，但11月实际上更好，而且很少大张旗鼓。”</blockquote></p><p> This raises several red flags. Why choose the period since 1950, as opposed to, say, 1960 or 1940? Why focus on just the past 10- or 20 years and not the past 13 or 23 or 27?</p><p><blockquote>这引发了几个危险信号。为什么选择1950年以来的时期，而不是1960年或1940年？为什么只关注过去10年或20年，而不是过去13年、23年或27年？</blockquote></p><p> Unless there is a compelling theoretical reason to focus on a subset of the historical data, doing so suggests that deliberate data mining is going on.</p><p><blockquote>除非有令人信服的理论理由关注历史数据的子集，否则这样做表明有意的数据挖掘正在进行。</blockquote></p><p> The Dow offers investors monthly data extending back to its creation in May 1896. Over the ensuing 125 years, November’s average return ranks 5th&nbsp;for all years, as you can see in the chart below. November is slightly above average, but not at the 95% confidence level that statisticians often use when determining if a pattern is genuine. In fact, it isn’t even close.</p><p><blockquote>道琼斯指数为投资者提供自1896年5月创立以来的月度数据。在接下来的125年里，11月的平均回报率在所有年份中排名第五，如下图所示。11月略高于平均水平，但未达到统计学家在确定模式是否真实时经常使用的95%置信水平。事实上，它甚至没有接近。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/81a13b9bba8ec5e47cf1c0ed3172447f\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> How about November being the second-best month in post-presidential election years? Again, this is true for only <a href=\"https://laohu8.com/S/AONE.U\">one</a> subset of the historical data. Viewed over the Dow’s entire history, November is in 6th&nbsp;place for average performance during post-presidential election years. In other words, its performance rank in such years is actually slightly worse than in the entire sample.</p><p><blockquote>11月是后总统选举年第二好的月份怎么样？同样，这仅适用于<a href=\"https://laohu8.com/S/AONE.U\">一</a>历史数据的子集。纵观道琼斯指数的整个历史，11月份在总统选举后年份的平均表现排名第六。也就是说，它在这类年份的业绩排名其实比整个样本中略差一些。</blockquote></p><p> I don’t mean to pick on this particular well-known Wall Street CIO, which is why I am not naming him. He actually is in good company.</p><p><blockquote>我无意挑这位著名的华尔街首席信息官的毛病，这就是为什么我没有提到他的名字。他实际上有一个很好的伙伴。</blockquote></p><p> <b>Playing the odds</b></p><p><blockquote><b>玩赔率</b></blockquote></p><p> There’s an even more fundamental problem with this data mining, beyond their lack of statistical significance: To get historical odds reasonably in your favor when betting on a seasonal pattern, you would have to bet on it consistently many times in a row — several dozen at a minimum. So when betting on a pattern that comes around only once every year, the intelligent bet lasts several decades. The odds of success in any given year are only barely above a coin flip.</p><p><blockquote>除了缺乏统计意义之外，这种数据挖掘还有一个更根本的问题：在对季节性模式下注时，为了获得对你有利的历史赔率，你必须连续多次下注——至少几十次。因此，当押注于一年只出现一次的模式时，明智的押注会持续几十年。在任何一年，成功的几率都只是略高于抛硬币。</blockquote></p><p> In all Novembers since 1896, for example, the Dow has risen 63% of the time. Even assuming the future will be like the past, a bet that the stock market will gain ground in November will be wrong slightly more than one out of every three years. That’s far too much risk to justify throwing caution to the wind.</p><p><blockquote>例如，自1896年以来的所有11月，道琼斯指数有63%的时间上涨。即使假设未来会像过去一样，押注股市将在11月上涨的可能性也会略高于每三年中的一次。这风险太大，不足以证明把谨慎抛在脑后是合理的。</blockquote></p><p> Ideally, from a statistical point of view, you can find statistically significant patterns that are extremely short term. That would allow you, with even a relatively brief holding period, to bet on those patterns a sufficient number of times to get the odds decently in your favor.</p><p><blockquote>理想情况下，从统计学的角度来看，你可以找到统计上显著的短期模式。这将允许您，即使持有期相对较短，也可以在这些模式上下注足够多次，以获得对您有利的赔率。</blockquote></p><p> This, for example, is the secret behind the phenomenally successful Medallion Fund, from Renaissance Technologies, which (even after fees) beat the S&amp;P 500SPX,+0.37%between 1988 and 2018 by the incredible margin of 39.2% annualized return to 10.0%. (The fund is not available to outside investors.)</p><p><blockquote>例如，这就是Renaissance Technologies的Medallion基金取得巨大成功背后的秘密，该基金（即使扣除费用后）在1988年至2018年间以39.2%的年化回报率高达10.0%的令人难以置信的优势击败了标准普尔500SPX指数+0.37%。（该基金不向外部投资者开放。）</blockquote></p><p> Brad Cornell, a professor emeritus at UCLA, reportsthat the odds of success of any of Medallion Fund’s individual trades have been 50.75%, only slightly higher than 50%. But when coupled with high-frequency trading, those odds are enough to produce a highly profitable strategy. Medallion’s “strategy involved constantly opening and covering thousands of short-term positions, both long and short… Taken over millions of trades that [50.75%] percentage allowed the firm to make billions,” Cornell wrote.</p><p><blockquote>加州大学洛杉矶分校名誉教授布拉德·康奈尔(Brad Cornell)报告称，Medallion Fund任何单笔交易的成功率为50.75%，仅略高于50%。但当与高频交易相结合时，这些赔率足以产生高利润的策略。康奈尔写道，Medallion的“策略包括不断开设和回补数千个短期头寸，包括多头和空头……进行了数百万笔交易，[50.75%]百分比使公司赚取了数十亿美元”。</blockquote></p><p> Remember this the next time you read about an alleged seasonal pattern in the stock market. Even when that pattern is statistically significant, which is rare, it won’t help you much over the long term.</p><p><blockquote>下次你读到所谓的股市季节性模式时，请记住这一点。即使这种模式在统计上很重要（这种情况很少见），从长远来看也不会对你有多大帮助。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/wall-street-will-tell-you-that-stocks-shine-in-november-but-heres-the-unvarnished-truth-11635872739?mod=home-page\">Market Wacth</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.marketwatch.com/story/wall-street-will-tell-you-that-stocks-shine-in-november-but-heres-the-unvarnished-truth-11635872739?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156505839","content_text":"November likely will be a good month for the Dow Jones Industrial AverageDJIA,+0.56%,which can be expected to gain 0.6%, or about 220 points.\nSuch a gain would take the U.S. stock market bellwether to around the 36,040 level, versus the 35,820 level at which it finished the month of October. Were you hoping for more? After all, the Dow rose almost 6% in October.\nYou shouldn’t be surprised. The Dow’s expected gain this month is the same as it is every other month of the calendar. There is no reason for November to be any better or worse than the historical average.\nIt’s important to point this out to counter those on Wall Street who mine the historical data in search of “uncanny” seasonal patterns. The only real investment lesson we can learn from their efforts is that if you torture the data long and hard enough you can make it say almost anything.\nConsider the claims that the chief investment officer of a major Wall Street firm emailed to clients last week: “November has been quite strong historically. In fact, since 1950, and the past 10 years, it is the best month of the year, while it ranks second over the past 20 years and during a post-election year. November is the best month of the year, but it doesn’t seem to get nearly as much love as you’d think. We all assume December is the best month, but November is actually better and gets very little fanfare.”\nThis raises several red flags. Why choose the period since 1950, as opposed to, say, 1960 or 1940? Why focus on just the past 10- or 20 years and not the past 13 or 23 or 27?\nUnless there is a compelling theoretical reason to focus on a subset of the historical data, doing so suggests that deliberate data mining is going on.\nThe Dow offers investors monthly data extending back to its creation in May 1896. Over the ensuing 125 years, November’s average return ranks 5th for all years, as you can see in the chart below. November is slightly above average, but not at the 95% confidence level that statisticians often use when determining if a pattern is genuine. In fact, it isn’t even close.\n\nHow about November being the second-best month in post-presidential election years? Again, this is true for only one subset of the historical data. Viewed over the Dow’s entire history, November is in 6th place for average performance during post-presidential election years. In other words, its performance rank in such years is actually slightly worse than in the entire sample.\nI don’t mean to pick on this particular well-known Wall Street CIO, which is why I am not naming him. He actually is in good company.\nPlaying the odds\nThere’s an even more fundamental problem with this data mining, beyond their lack of statistical significance: To get historical odds reasonably in your favor when betting on a seasonal pattern, you would have to bet on it consistently many times in a row — several dozen at a minimum. So when betting on a pattern that comes around only once every year, the intelligent bet lasts several decades. The odds of success in any given year are only barely above a coin flip.\nIn all Novembers since 1896, for example, the Dow has risen 63% of the time. Even assuming the future will be like the past, a bet that the stock market will gain ground in November will be wrong slightly more than one out of every three years. That’s far too much risk to justify throwing caution to the wind.\nIdeally, from a statistical point of view, you can find statistically significant patterns that are extremely short term. That would allow you, with even a relatively brief holding period, to bet on those patterns a sufficient number of times to get the odds decently in your favor.\nThis, for example, is the secret behind the phenomenally successful Medallion Fund, from Renaissance Technologies, which (even after fees) beat the S&P 500SPX,+0.37%between 1988 and 2018 by the incredible margin of 39.2% annualized return to 10.0%. (The fund is not available to outside investors.)\nBrad Cornell, a professor emeritus at UCLA, reportsthat the odds of success of any of Medallion Fund’s individual trades have been 50.75%, only slightly higher than 50%. But when coupled with high-frequency trading, those odds are enough to produce a highly profitable strategy. Medallion’s “strategy involved constantly opening and covering thousands of short-term positions, both long and short… Taken over millions of trades that [50.75%] percentage allowed the firm to make billions,” Cornell wrote.\nRemember this the next time you read about an alleged seasonal pattern in the stock market. Even when that pattern is statistically significant, which is rare, it won’t help you much over the long term.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110770691,"gmtCreate":1622506502713,"gmtModify":1634101057625,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like n comment, thk","listText":"Like n comment, thk","text":"Like n comment, thk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/110770691","repostId":"1163643126","repostType":4,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857499828,"gmtCreate":1635553692475,"gmtModify":1635553692696,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/857499828","repostId":"2179240338","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191865994,"gmtCreate":1620870262018,"gmtModify":1634195735582,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like and comment, thk u","listText":"Like and comment, thk u","text":"Like and comment, thk u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/191865994","repostId":"2135584610","repostType":4,"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107015350,"gmtCreate":1620433155770,"gmtModify":1634198863651,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like n comment, thk u","listText":"Like n comment, thk u","text":"Like n comment, thk u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/107015350","repostId":"1106240370","repostType":4,"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101057135,"gmtCreate":1619832758127,"gmtModify":1634209635700,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like and comment, thk u","listText":"Like and comment, thk u","text":"Like and comment, thk u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/101057135","repostId":"1186088353","repostType":4,"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872464947,"gmtCreate":1637562278985,"gmtModify":1637562279226,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872464947","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohu8.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>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</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>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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-W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公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为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>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI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公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</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、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10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销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，尤其是在房地产市场的低端。</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>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、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。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱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。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</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新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</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。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</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>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</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>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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-W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公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为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>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI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公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</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、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10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销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，尤其是在房地产市场的低端。</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>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、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。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱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。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</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新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</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。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BBY":"百思买","DE":"迪尔股份有限公司","DELL":"戴尔","ZM":"Zoom",".SPX":"S&P 500 Index"},"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":{".DJI":0.9,"ZM":0.9,".IXIC":0.9,"DELL":0.9,".SPX":0.9,"BBY":0.9,"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871369509,"gmtCreate":1637027055333,"gmtModify":1637027055557,"author":{"id":"3582248650466523","authorId":"3582248650466523","name":"Victorhc88","avatar":"https://static.tigerbbs.com/d72a1d9498132424b1eddb4db3c77265","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582248650466523","idStr":"3582248650466523"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/871369509","repostId":"2183607933","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}