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2021-09-17

Ncie

S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>

2021-08-28

N

抱歉，原内容已删除

2021-08-07

Nice

US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown<blockquote>美国IPO未来一周：两家银行在年度夏季放缓中试水</blockquote>

2021-07-29

Nice

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2021-09-03

Hi

抱歉，原内容已删除

2021-08-10

Nice

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2021-08-06

Nice

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2021-08-02

Nice

Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>

2021-08-02

Nice

Amazon's 'Disappointing' Quarterly Results Are A Gift<blockquote>亚马逊“令人失望”的季度业绩是一份礼物</blockquote>

2021-07-17

D

Coupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa股价扩大跌幅</blockquote>

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07:56","market":"sh","language":"zh","title":"昨夜今晨：“恐怖数据”远超预期！黄金录得6周最大跌幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1136099275","media":"老虎资讯综合","summary":"摘要：①美股周四收盘涨跌不一，道指跌0.18%，标普500跌0.15%，纳指涨0.13%；②美国“恐怖数据”八月零售数据意外走强；③黄金期货周四收跌2.1%，录得6周来最大跌幅。\n\n海外市场\n1、美股","content":"<blockquote>\n 摘要：①美股周四收盘涨跌不一，道指跌0.18%，标普500跌0.15%，纳指涨0.13%；②美国“恐怖数据”八月零售数据意外走强；③黄金期货周四收跌2.1%，录得6周来最大跌幅。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股周四收盘涨跌不一纳指收涨0.13%</b></p>\n<p>美股周四收盘涨跌不一。纳指小幅收高。道指与标普500指数收跌，延续了9月以来的疲软表现。美国上周首次申领失业救济人数升至33.2万，8月零售销售数据好于预期。截至收盘，道琼斯指数跌0.18%，标普500指数跌0.15%，纳斯达克指数涨0.13%。</p>\n<p><b>2、热门中概股周四收盘多数走低 <a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>涨近12%</b></p>\n<p>热门中概股多数收跌，网易跌0.73%，阿里巴巴跌1.01%，百度跌1.34%，哔哩哔哩跌4.62%。拼多多涨0.59%，腾讯ADR涨0.10%，滴滴跌1.33%，满帮涨3.67%。箩筐技术涨近12%，该公司宣布旗下公司易图通与<a href=\"https://laohu8.com/S/MSFT\">微软</a>签署合作协议，为汽车厂商提供自动驾驶相关服务。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/STG\">尚德机构</a>涨近5%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%，<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>跌近5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超4%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超2%。新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超1%。</p>\n<p><b>3、欧洲航空股反弹以及隔夜华尔街走势向好 欧洲股市周四全线上涨</b></p>\n<p>欧洲股市周四全线上涨，因欧洲航空股反弹以及隔夜华尔街走势向好，抵消了对中国经济放缓拖累欧股的担忧。最终，德国DAX30指数涨0.33%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.27%；法国CAC40指数涨0.59%；欧洲斯托克50指数涨0.68%。</p>\n<p><b>4、周四美油价格持平 布油创7周来最高收盘价</b></p>\n<p>美国WTI原油价格在连续四天上涨后稍作喘息，最终，WTI10月原油期货价格收盘持平，收于每桶72.61美元，与周三收盘价相同，同样是7月30日以来的最高收盘价。布伦特11月原油期货价格上涨21美分，涨幅0.3%，收于每桶75.67美元，创7月下旬以来的最高收盘价。</p>\n<p><b>5、黄金期货周四收跌2.1% 录得6周来最大跌幅</b></p>\n<p>数据显示美国上月零售销售增长后，美元和美国国债收益率飙升，令金价承压。最终，纽交所12月交割的黄金期货价格下跌38.10美元，跌幅2.1%，收于每盎司1756.70美元。黄金期货录得8月6日以来的最大单日百分比跌幅与最大美元数跌幅。此外，黄金期货还录得8月12日以来的最低收盘价。</p>\n<p>国际宏观</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2168410285\" target=\"_blank\"><b>美联储地方主席炒股惹众怒 鲍威尔下令进行道德审查</b></a></p>\n<p>美联储主席杰罗姆-鲍威尔上周指示工作人员审查美联储关于适当金融活动的道德规则，此前各地方联储披露的关于其主席的投资文件引发了各界的不满。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2168854171\" target=\"_blank\"><b>美国“恐怖数据”八月零售数据意外走强 分析称仍需考虑通胀、供应链紧张问题</b></a></p>\n<p>当地时间周四上午，美国商务部公布八月零售销售数据，其中销售额6187亿美元环比增加0.7%，此前市场预期在德尔塔病毒的冲击下将环比回落0.7%。该数据较2020年同期上涨15.1%。值得一提的是，最新的数据也将七月零售数据环比降幅从1.1%调整至1.8%。</p>\n<p><b>3、欧洲央行：媒体关于央行通胀与利率前景的报道失实</b></p>\n<p>欧洲央行公告称，央行首席经济学家Philip Lane“未曾在与分析师的任何交流中说过欧元区通胀将在央行预期周期末端之后达到2%。《英国金融时报》的相关报道并不准确，该媒体关于‘央行可能会在2023年加息’的结论与央行的前瞻指引并不一致。</p>\n<p>央行首席经济学家Lane已经在9月15日一场公开活动中清清楚楚明明白白地表示，通过高度宽松的货币刺激政策，央行将随着时间的推移而实现2%的通胀目标，他当时并未提及具体的时间。”</p>\n<p><b>4、美国上周首次申请失业救济人数上升 路易斯安那州人数大增</b></p>\n<p>美国劳工部周四公布的数据显示，在截至9月11日的一周中，首次申请失业救济人数升至33.2万人。接受彭博调查的经济学家预期中值为32.2万人。</p>\n<p><b>5、拜登将加大对国会民主党人施压以推进其支出法案</b></p>\n<p>党内的分歧可能威胁到他经济议程的关键部分，包括降低处方药价格，以及他对美国最富有群体的一些加税提议。最近国会山上有关法案内容的反复，已经显示出拜登引导这个3.5万亿美元计划在国会获得通过所面临的局限。</p>\n<p><b>6、美国抵押贷款利率小幅降至近一个月最低</b></p>\n<p>据房地美周四的公告，30年期贷款平均利率为2.86％，低于上周的2.88％，创下8月19日以来的最低水平。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2168544984\" target=\"_blank\"><b>反对比特币成为法定货币！萨尔瓦多抗议者烧毁比特币ATM机</b></a></p>\n<p>中美洲国家萨尔瓦多上周刚刚成为全球首个将比特币作为法定货币的国家。本月15日恰逢萨尔瓦多独立日，数千名示威者涌上首都圣萨尔瓦多街头，抗议总统布克尔以专制手段强推比特币成为国家法定货币。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167628515\" target=\"_blank\"><b>美国最大院线AMC将接受加密货币支付</b></a></p>\n<p>美国最大院线运营商AMC控股的首席执行官亚当-艾伦周三表示，该公司旗下影院计划今年年底前开始接受比特币在线购票和购买特许商品，同时也将接受以太坊、莱特币和比特币现金等其他加密货币。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2168410245\" target=\"_blank\"><b>美国制药商摩德纳总裁：德尔塔变体传染性强 “提高了新冠疫苗的标准”</b></a></p>\n<p>美国制药商摩德纳（Moderna）总裁Stephen Hoge当地时间周三晚间表示，快速传播的德尔塔变体传染性强，它暴露了疫苗保护方面的弱点，并改变了结束疫情的前景。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2168254439\" target=\"_blank\"><b>电动皮卡预定量超15万 福特追加投资并扩大招聘规模补充产能</b></a></p>\n<p>美国大型汽车制造商<a href=\"https://laohu8.com/S/F\">福特汽车</a>正在扩大招聘规模，以提高其电动皮卡F-150 Lightning的产能。福特汽车周四表示，计划向密歇根州的三家工厂追加2.5亿美元的投资，并增加450个工作岗位，使该车的年产量翻番达到8万辆。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167468135\" target=\"_blank\"><b>英国对索尼收购AWAL交易展开深入调查 担心市场失去创新</b></a></p>\n<p>北京时间9月16日晚间消息，据报道，英国反垄断监管机构“竞争与市场管理局”（CMA）今日表示，针对<a href=\"https://laohu8.com/S/SONY\">索尼</a>音乐娱乐公司（SME）收购伦敦独立唱片公司AWAL交易，由于索尼拒绝剥离一些令人担忧的业务，现决定对该交易展开深入调查。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167431514\" target=\"_blank\"><b>媒体：特斯拉已开始向加拿大司机推送全自动驾驶测试版软件</b></a></p>\n<p>据国外媒体报道，特斯拉已开始向加拿大司机推送其全自动驾驶（FSD）测试版软件。特斯拉从2020年10月20日晚间开始向部分客户推送其FSD测试版软件，该软件可为该公司所有车型提供全自动驾驶能力。</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>昨夜今晨：“恐怖数据”远超预期！黄金录得6周最大跌幅</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：“恐怖数据”远超预期！黄金录得6周最大跌幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-17 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周四收盘涨跌不一，道指跌0.18%，标普500跌0.15%，纳指涨0.13%；②美国“恐怖数据”八月零售数据意外走强；③黄金期货周四收跌2.1%，录得6周来最大跌幅。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股周四收盘涨跌不一纳指收涨0.13%</b></p>\n<p>美股周四收盘涨跌不一。纳指小幅收高。道指与标普500指数收跌，延续了9月以来的疲软表现。美国上周首次申领失业救济人数升至33.2万，8月零售销售数据好于预期。截至收盘，道琼斯指数跌0.18%，标普500指数跌0.15%，纳斯达克指数涨0.13%。</p>\n<p><b>2、热门中概股周四收盘多数走低 <a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>涨近12%</b></p>\n<p>热门中概股多数收跌，网易跌0.73%，阿里巴巴跌1.01%，百度跌1.34%，哔哩哔哩跌4.62%。拼多多涨0.59%，腾讯ADR涨0.10%，滴滴跌1.33%，满帮涨3.67%。箩筐技术涨近12%，该公司宣布旗下公司易图通与<a href=\"https://laohu8.com/S/MSFT\">微软</a>签署合作协议，为汽车厂商提供自动驾驶相关服务。</p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/STG\">尚德机构</a>涨近5%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%，<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>跌近5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超4%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超2%。新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超1%。</p>\n<p><b>3、欧洲航空股反弹以及隔夜华尔街走势向好 欧洲股市周四全线上涨</b></p>\n<p>欧洲股市周四全线上涨，因欧洲航空股反弹以及隔夜华尔街走势向好，抵消了对中国经济放缓拖累欧股的担忧。最终，德国DAX30指数涨0.33%；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.27%；法国CAC40指数涨0.59%；欧洲斯托克50指数涨0.68%。</p>\n<p><b>4、周四美油价格持平 布油创7周来最高收盘价</b></p>\n<p>美国WTI原油价格在连续四天上涨后稍作喘息，最终，WTI10月原油期货价格收盘持平，收于每桶72.61美元，与周三收盘价相同，同样是7月30日以来的最高收盘价。布伦特11月原油期货价格上涨21美分，涨幅0.3%，收于每桶75.67美元，创7月下旬以来的最高收盘价。</p>\n<p><b>5、黄金期货周四收跌2.1% 录得6周来最大跌幅</b></p>\n<p>数据显示美国上月零售销售增长后，美元和美国国债收益率飙升，令金价承压。最终，纽交所12月交割的黄金期货价格下跌38.10美元，跌幅2.1%，收于每盎司1756.70美元。黄金期货录得8月6日以来的最大单日百分比跌幅与最大美元数跌幅。此外，黄金期货还录得8月12日以来的最低收盘价。</p>\n<p>国际宏观</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2168410285\" target=\"_blank\"><b>美联储地方主席炒股惹众怒 鲍威尔下令进行道德审查</b></a></p>\n<p>美联储主席杰罗姆-鲍威尔上周指示工作人员审查美联储关于适当金融活动的道德规则，此前各地方联储披露的关于其主席的投资文件引发了各界的不满。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2168854171\" target=\"_blank\"><b>美国“恐怖数据”八月零售数据意外走强 分析称仍需考虑通胀、供应链紧张问题</b></a></p>\n<p>当地时间周四上午，美国商务部公布八月零售销售数据，其中销售额6187亿美元环比增加0.7%，此前市场预期在德尔塔病毒的冲击下将环比回落0.7%。该数据较2020年同期上涨15.1%。值得一提的是，最新的数据也将七月零售数据环比降幅从1.1%调整至1.8%。</p>\n<p><b>3、欧洲央行：媒体关于央行通胀与利率前景的报道失实</b></p>\n<p>欧洲央行公告称，央行首席经济学家Philip Lane“未曾在与分析师的任何交流中说过欧元区通胀将在央行预期周期末端之后达到2%。《英国金融时报》的相关报道并不准确，该媒体关于‘央行可能会在2023年加息’的结论与央行的前瞻指引并不一致。</p>\n<p>央行首席经济学家Lane已经在9月15日一场公开活动中清清楚楚明明白白地表示，通过高度宽松的货币刺激政策，央行将随着时间的推移而实现2%的通胀目标，他当时并未提及具体的时间。”</p>\n<p><b>4、美国上周首次申请失业救济人数上升 路易斯安那州人数大增</b></p>\n<p>美国劳工部周四公布的数据显示，在截至9月11日的一周中，首次申请失业救济人数升至33.2万人。接受彭博调查的经济学家预期中值为32.2万人。</p>\n<p><b>5、拜登将加大对国会民主党人施压以推进其支出法案</b></p>\n<p>党内的分歧可能威胁到他经济议程的关键部分，包括降低处方药价格，以及他对美国最富有群体的一些加税提议。最近国会山上有关法案内容的反复，已经显示出拜登引导这个3.5万亿美元计划在国会获得通过所面临的局限。</p>\n<p><b>6、美国抵押贷款利率小幅降至近一个月最低</b></p>\n<p>据房地美周四的公告，30年期贷款平均利率为2.86％，低于上周的2.88％，创下8月19日以来的最低水平。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2168544984\" target=\"_blank\"><b>反对比特币成为法定货币！萨尔瓦多抗议者烧毁比特币ATM机</b></a></p>\n<p>中美洲国家萨尔瓦多上周刚刚成为全球首个将比特币作为法定货币的国家。本月15日恰逢萨尔瓦多独立日，数千名示威者涌上首都圣萨尔瓦多街头，抗议总统布克尔以专制手段强推比特币成为国家法定货币。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167628515\" target=\"_blank\"><b>美国最大院线AMC将接受加密货币支付</b></a></p>\n<p>美国最大院线运营商AMC控股的首席执行官亚当-艾伦周三表示，该公司旗下影院计划今年年底前开始接受比特币在线购票和购买特许商品，同时也将接受以太坊、莱特币和比特币现金等其他加密货币。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2168410245\" target=\"_blank\"><b>美国制药商摩德纳总裁：德尔塔变体传染性强 “提高了新冠疫苗的标准”</b></a></p>\n<p>美国制药商摩德纳（Moderna）总裁Stephen Hoge当地时间周三晚间表示，快速传播的德尔塔变体传染性强，它暴露了疫苗保护方面的弱点，并改变了结束疫情的前景。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2168254439\" target=\"_blank\"><b>电动皮卡预定量超15万 福特追加投资并扩大招聘规模补充产能</b></a></p>\n<p>美国大型汽车制造商<a href=\"https://laohu8.com/S/F\">福特汽车</a>正在扩大招聘规模，以提高其电动皮卡F-150 Lightning的产能。福特汽车周四表示，计划向密歇根州的三家工厂追加2.5亿美元的投资，并增加450个工作岗位，使该车的年产量翻番达到8万辆。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167468135\" target=\"_blank\"><b>英国对索尼收购AWAL交易展开深入调查 担心市场失去创新</b></a></p>\n<p>北京时间9月16日晚间消息，据报道，英国反垄断监管机构“竞争与市场管理局”（CMA）今日表示，针对<a href=\"https://laohu8.com/S/SONY\">索尼</a>音乐娱乐公司（SME）收购伦敦独立唱片公司AWAL交易，由于索尼拒绝剥离一些令人担忧的业务，现决定对该交易展开深入调查。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167431514\" target=\"_blank\"><b>媒体：特斯拉已开始向加拿大司机推送全自动驾驶测试版软件</b></a></p>\n<p>据国外媒体报道，特斯拉已开始向加拿大司机推送其全自动驾驶（FSD）测试版软件。特斯拉从2020年10月20日晚间开始向部分客户推送其FSD测试版软件，该软件可为该公司所有车型提供全自动驾驶能力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136099275","content_text":"摘要：①美股周四收盘涨跌不一，道指跌0.18%，标普500跌0.15%，纳指涨0.13%；②美国“恐怖数据”八月零售数据意外走强；③黄金期货周四收跌2.1%，录得6周来最大跌幅。\n\n海外市场\n1、美股周四收盘涨跌不一纳指收涨0.13%\n美股周四收盘涨跌不一。纳指小幅收高。道指与标普500指数收跌，延续了9月以来的疲软表现。美国上周首次申领失业救济人数升至33.2万，8月零售销售数据好于预期。截至收盘，道琼斯指数跌0.18%，标普500指数跌0.15%，纳斯达克指数涨0.13%。\n2、热门中概股周四收盘多数走低 箩筐技术涨近12%\n热门中概股多数收跌，网易跌0.73%，阿里巴巴跌1.01%，百度跌1.34%，哔哩哔哩跌4.62%。拼多多涨0.59%，腾讯ADR涨0.10%，滴滴跌1.33%，满帮涨3.67%。箩筐技术涨近12%，该公司宣布旗下公司易图通与微软签署合作协议，为汽车厂商提供自动驾驶相关服务。\n其他中概股方面，尚德机构涨近5%，高途涨超3%，中国铝业跌近5%，哔哩哔哩跌超4%，新东方跌超2%。新能源汽车股中，理想汽车跌近3%，蔚来汽车跌超2%，小鹏汽车跌超1%。\n3、欧洲航空股反弹以及隔夜华尔街走势向好 欧洲股市周四全线上涨\n欧洲股市周四全线上涨，因欧洲航空股反弹以及隔夜华尔街走势向好，抵消了对中国经济放缓拖累欧股的担忧。最终，德国DAX30指数涨0.33%；英国富时100指数涨0.27%；法国CAC40指数涨0.59%；欧洲斯托克50指数涨0.68%。\n4、周四美油价格持平 布油创7周来最高收盘价\n美国WTI原油价格在连续四天上涨后稍作喘息，最终，WTI10月原油期货价格收盘持平，收于每桶72.61美元，与周三收盘价相同，同样是7月30日以来的最高收盘价。布伦特11月原油期货价格上涨21美分，涨幅0.3%，收于每桶75.67美元，创7月下旬以来的最高收盘价。\n5、黄金期货周四收跌2.1% 录得6周来最大跌幅\n数据显示美国上月零售销售增长后，美元和美国国债收益率飙升，令金价承压。最终，纽交所12月交割的黄金期货价格下跌38.10美元，跌幅2.1%，收于每盎司1756.70美元。黄金期货录得8月6日以来的最大单日百分比跌幅与最大美元数跌幅。此外，黄金期货还录得8月12日以来的最低收盘价。\n国际宏观\n1、美联储地方主席炒股惹众怒 鲍威尔下令进行道德审查\n美联储主席杰罗姆-鲍威尔上周指示工作人员审查美联储关于适当金融活动的道德规则，此前各地方联储披露的关于其主席的投资文件引发了各界的不满。\n2、美国“恐怖数据”八月零售数据意外走强 分析称仍需考虑通胀、供应链紧张问题\n当地时间周四上午，美国商务部公布八月零售销售数据，其中销售额6187亿美元环比增加0.7%，此前市场预期在德尔塔病毒的冲击下将环比回落0.7%。该数据较2020年同期上涨15.1%。值得一提的是，最新的数据也将七月零售数据环比降幅从1.1%调整至1.8%。\n3、欧洲央行：媒体关于央行通胀与利率前景的报道失实\n欧洲央行公告称，央行首席经济学家Philip Lane“未曾在与分析师的任何交流中说过欧元区通胀将在央行预期周期末端之后达到2%。《英国金融时报》的相关报道并不准确，该媒体关于‘央行可能会在2023年加息’的结论与央行的前瞻指引并不一致。\n央行首席经济学家Lane已经在9月15日一场公开活动中清清楚楚明明白白地表示，通过高度宽松的货币刺激政策，央行将随着时间的推移而实现2%的通胀目标，他当时并未提及具体的时间。”\n4、美国上周首次申请失业救济人数上升 路易斯安那州人数大增\n美国劳工部周四公布的数据显示，在截至9月11日的一周中，首次申请失业救济人数升至33.2万人。接受彭博调查的经济学家预期中值为32.2万人。\n5、拜登将加大对国会民主党人施压以推进其支出法案\n党内的分歧可能威胁到他经济议程的关键部分，包括降低处方药价格，以及他对美国最富有群体的一些加税提议。最近国会山上有关法案内容的反复，已经显示出拜登引导这个3.5万亿美元计划在国会获得通过所面临的局限。\n6、美国抵押贷款利率小幅降至近一个月最低\n据房地美周四的公告，30年期贷款平均利率为2.86％，低于上周的2.88％，创下8月19日以来的最低水平。\n7、反对比特币成为法定货币！萨尔瓦多抗议者烧毁比特币ATM机\n中美洲国家萨尔瓦多上周刚刚成为全球首个将比特币作为法定货币的国家。本月15日恰逢萨尔瓦多独立日，数千名示威者涌上首都圣萨尔瓦多街头，抗议总统布克尔以专制手段强推比特币成为国家法定货币。\n公司新闻\n1、美国最大院线AMC将接受加密货币支付\n美国最大院线运营商AMC控股的首席执行官亚当-艾伦周三表示，该公司旗下影院计划今年年底前开始接受比特币在线购票和购买特许商品，同时也将接受以太坊、莱特币和比特币现金等其他加密货币。\n2、美国制药商摩德纳总裁：德尔塔变体传染性强 “提高了新冠疫苗的标准”\n美国制药商摩德纳（Moderna）总裁Stephen Hoge当地时间周三晚间表示，快速传播的德尔塔变体传染性强，它暴露了疫苗保护方面的弱点，并改变了结束疫情的前景。\n3、电动皮卡预定量超15万 福特追加投资并扩大招聘规模补充产能\n美国大型汽车制造商福特汽车正在扩大招聘规模，以提高其电动皮卡F-150 Lightning的产能。福特汽车周四表示，计划向密歇根州的三家工厂追加2.5亿美元的投资，并增加450个工作岗位，使该车的年产量翻番达到8万辆。\n4、英国对索尼收购AWAL交易展开深入调查 担心市场失去创新\n北京时间9月16日晚间消息，据报道，英国反垄断监管机构“竞争与市场管理局”（CMA）今日表示，针对索尼音乐娱乐公司（SME）收购伦敦独立唱片公司AWAL交易，由于索尼拒绝剥离一些令人担忧的业务，现决定对该交易展开深入调查。\n5、媒体：特斯拉已开始向加拿大司机推送全自动驾驶测试版软件\n据国外媒体报道，特斯拉已开始向加拿大司机推送其全自动驾驶（FSD）测试版软件。特斯拉从2020年10月20日晚间开始向部分客户推送其FSD测试版软件，该软件可为该公司所有车型提供全自动驾驶能力。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"GCmain":0.9,"GDX":0.9,"DUST":0.9,"SGCmain":0.9,"NUGT":0.9,"MGCmain":0.9,"SGUmain":0.9,"IAU":0.9,"GLD":0.9}},"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884077382,"gmtCreate":1631843213146,"gmtModify":1631888948560,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Ncie","listText":"Ncie","text":"Ncie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884077382","repostId":"1105376345","repostType":4,"repost":{"id":"1105376345","kind":"news","pubTimestamp":1631833833,"share":"https://www.laohu8.com/m/news/1105376345?lang=zh_CN&edition=full","pubTime":"2021-09-17 07:10","market":"us","language":"en","title":"S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105376345","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading afte","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</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>S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</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; 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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\">\nS&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-17 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</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-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376345","content_text":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.\nAmazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.\n“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.\nEconomically sensitive transports and microchips were among the outperformers.\nData released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.\n“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.\nThe Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.\nEight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.\nThe consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.\nApparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.\nFord Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.\nVolume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading 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thinking about being rich&nbsp;","listText":"Always thinking about being rich&nbsp;","text":"Always thinking about being rich","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810554075","isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896066020,"gmtCreate":1628541789760,"gmtModify":1631888948636,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896066020","repostId":"1178202513","repostType":4,"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891336560,"gmtCreate":1628330743150,"gmtModify":1631888948654,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891336560","repostId":"1157428986","repostType":4,"repost":{"id":"1157428986","kind":"news","pubTimestamp":1628296262,"share":"https://www.laohu8.com/m/news/1157428986?lang=zh_CN&edition=full","pubTime":"2021-08-07 08:31","market":"us","language":"en","title":"US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown<blockquote>美国IPO未来一周：两家银行在年度夏季放缓中试水</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157428986","media":"renaissancecap...","summary":"The IPO market is getting a breather as the August lull continues to set in, with just two banks sch","content":"<p>The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.</p><p><blockquote>随着8月份的平静继续到来，IPO市场正在得到喘息，未来一周只有两家银行计划上市。</blockquote></p><p> Utah-based digital bank&nbsp;<b>FinWise Bancorp</b>(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.</p><p><blockquote>犹他州数字银行<b>FinWise银行</b>(FINW)计划以1.83亿美元的市值筹集5800万美元。FinWise银行向美国各地的消费者和小企业提供贷款并吸收存款。截至2011年3月31日，FinWise Bancorp的总资产为3.3亿美元，贷款总额为2.45亿美元，存款总额为1.89亿美元，股东权益总额为5200万美元。</blockquote></p><p> Alabama bank&nbsp;<b>Southern States Bancshares</b>(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.</p><p><blockquote>阿拉巴马银行<b>南部各州银行股</b>(SSBK)计划以1.74亿美元的市值筹集4000万美元。南方各州银行是一家提供全方位服务的社区银行，通过阿拉巴马州和佐治亚州的15家分行为企业和个人提供服务。截至2011年3月31日，南方各州的总资产为15亿美元，总贷款为11亿美元，总存款为13亿美元，总股东权益为1.45亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8919c8c9b4257f3c84869f14fa89bcab\" tg-width=\"1414\" tg-height=\"356\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown<blockquote>美国IPO未来一周：两家银行在年度夏季放缓中试水</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\">\nUS IPO Week Ahead: 2 banks test the waters amid annual summer slowdown<blockquote>美国IPO未来一周：两家银行在年度夏季放缓中试水</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-08-07 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.</p><p><blockquote>随着8月份的平静继续到来，IPO市场正在得到喘息，未来一周只有两家银行计划上市。</blockquote></p><p> Utah-based digital bank&nbsp;<b>FinWise Bancorp</b>(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.</p><p><blockquote>犹他州数字银行<b>FinWise银行</b>(FINW)计划以1.83亿美元的市值筹集5800万美元。FinWise银行向美国各地的消费者和小企业提供贷款并吸收存款。截至2011年3月31日，FinWise Bancorp的总资产为3.3亿美元，贷款总额为2.45亿美元，存款总额为1.89亿美元，股东权益总额为5200万美元。</blockquote></p><p> Alabama bank&nbsp;<b>Southern States Bancshares</b>(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.</p><p><blockquote>阿拉巴马银行<b>南部各州银行股</b>(SSBK)计划以1.74亿美元的市值筹集4000万美元。南方各州银行是一家提供全方位服务的社区银行，通过阿拉巴马州和佐治亚州的15家分行为企业和个人提供服务。截至2011年3月31日，南方各州的总资产为15亿美元，总贷款为11亿美元，总存款为13亿美元，总股东权益为1.45亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8919c8c9b4257f3c84869f14fa89bcab\" tg-width=\"1414\" tg-height=\"356\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85076/US-IPO-Week-Ahead-2-banks-test-the-waters-amid-annual-summer-slowdown\">renaissancecap...</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":{"FINW":"Finwise Bancorp","SSBK":"Southern States Bancshares, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85076/US-IPO-Week-Ahead-2-banks-test-the-waters-amid-annual-summer-slowdown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157428986","content_text":"The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.\nUtah-based digital bank FinWise Bancorp(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.\nAlabama bank Southern States Bancshares(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.","news_type":1,"symbols_score_info":{"FINW":0.9,"SSBK":0.9}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893106893,"gmtCreate":1628242603212,"gmtModify":1631888948662,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893106893","repostId":"2157432677","repostType":4,"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899353432,"gmtCreate":1628163050826,"gmtModify":1631888948675,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Fabulously&nbsp;","listText":"Fabulously&nbsp;","text":"Fabulously","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899353432","repostId":"1194249066","repostType":4,"repost":{"id":"1194249066","kind":"news","pubTimestamp":1628162460,"share":"https://www.laohu8.com/m/news/1194249066?lang=zh_CN&edition=full","pubTime":"2021-08-05 19:21","market":"us","language":"en","title":"\"They're In A Difficult Position\" - Archegos Employees Lose $500 Million As Bonus Fund Evaporates<blockquote>“他们处境艰难”——奖金基金蒸发，Archegos员工损失5亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194249066","media":"zerohedge","summary":"The (now former) employees of defunct Archegos Capital Management - the over-leveraged family office","content":"<p>The (now former) employees of defunct Archegos Capital Management - the over-leveraged family office that blew up back in March, saddling Credit Suisse and a handful of other brokers with billions of dollars in losses - have just learned a very important lesson:<i><b>don't put all your eggs in one basket.</b></i></p><p><blockquote>已倒闭的Archegos Capital Management的（现为前）员工刚刚吸取了非常重要的教训：Archegos Capital Management是一家杠杆过高的家族办公室，于3月份爆炸，给瑞士信贷和其他几家经纪商带来了数十亿美元的损失：<i><b>不要把所有的鸡蛋放在一个篮子里。</b></i></blockquote></p><p> Employees saw their golden parachutes evaporate alongside the rest of Bill Hwang's $20 billion fortune when a deferred pay plan set up by the firm crashed as the firm was hit with a massive margin call,<b>exacerbated by its prime brokers selling off billions of dollars' of stocks in the span of a few panicked hours.</b></p><p><blockquote>当Bill Hwang公司制定的延期支付计划因公司遭受巨额利润看涨期权而崩溃时，员工们眼睁睁地看着他们的金色降落伞与其余200亿美元财富一起蒸发。<b>其主要经纪商在恐慌的几个小时内抛售了数十亿美元的股票，加剧了这种情况。</b></blockquote></p><p> Instead of paying employees the entirety of their bonuses in cash, the firm convinced them to keep at least some of their bonus with the firm, placing the money in a separate pot that was apparently invested in the same stocks that the firm was betting on. While insiders toldthe FTthat<b>the original amount of money placed with the fund was \"under $50MM\", the value of the pot had apparently soared alongside the value of Archegos's main fund,</b>which enjoyed massive gains thanks to the leverage it employed via swaps entered into with its prime brokers.</p><p><blockquote>该公司没有以现金支付员工的全部奖金，而是说服他们至少将部分奖金保留在公司，将钱放在一个单独的罐中，显然投资于公司押注的同一只股票。而内部人士告诉英国《金融时报》<b>最初存入该基金的金额“不到5000万美元”，该底池的价值显然与Archegos主基金的价值一起飙升，</b>由于通过与其主要经纪商签订的掉期合约所利用的杠杆，该公司获得了巨大的收益。</blockquote></p><p>   <b>\"The company will increase or decrease the amount of the deferred payment by the percentage that the fund’s invested capital has increased or decreased in value,”</b>said a document seen by the Financial Times that sets out the plan’s terms for an employee.[...]The document showed that 25% of the plan participant’s end-of-year bonus was held back by Archegos, to be paid out when the employee departed. It states that the payout would not fall below its original value.  Employees would be paid out when they left the firm, according to the agreement. But as it turns out, the firm's employees would have been better off had they taken the money and walked. And now, former employees are now complaining to the FT that they haven't been paid for any of the compensation they deferred.</p><p><blockquote><b>“公司将根据基金投资资本价值增加或减少的百分比增加或减少延期付款的金额，”</b>英国《金融时报》看到的一份文件称，该文件为一名员工制定了该计划的条款。[...]文件显示，Archegos扣留了计划参与者25%的年终奖金，将在员工离职时支付。它声明支出不会低于其原始价值。根据协议，员工离开公司时将获得报酬。但事实证明，如果公司的员工拿了钱就走，他们的处境会更好。现在，前员工向英国《金融时报》抱怨说，他们没有收到任何延期支付的薪酬。</blockquote></p><p>   Yet some former employees have not received any of their deferred pay, including the original sums. One person close to the firm told the FT that   <b>“the money is gone” with “no pot of gold to pay them from”. Another said Archegos employees “are in a difficult position” and “warrant sympathy”.</b>A representative for Archegos declined to comment.  Unfortunately, if they want their money back, Bill Hwang's former employees will need to wait in a pretty lengthy line.</p><p><blockquote>然而，一些前雇员没有收到任何递延工资，包括原始金额。一位接近该公司的人士告诉英国《金融时报》<b>“钱没了”，“没有一桶金来支付他们”。另一位人士表示，Archegos员工“处境艰难”，“值得同情”。</b>Archegos的代表拒绝置评。不幸的是，如果他们想要回他们的钱，Bill Hwang的前雇员将需要排很长的队。</blockquote></p><p>   Former employees of Hwang’s family office would have to queue with other creditors if the firm enters insolvency, a person close to Archegos said. Archegos has hired restructuring advisers to assess potential legal claims from banks, which are attempting to recoup some of the money they lost on its soured bets and plan for a possible wind-down of the business.David Pauker, a financial adviser who has worked on large bankruptcies including Lehman Brothers, has been recruited as Archegos’s chief restructuring officer, according to his profile on the social network LinkedIn. Pauker declined to comment.  At this point, the DoJ<b>might take action against Hwang before creditors see any money</b>(this isn't the first time Hwang has been on the radar of authorities).</p><p><blockquote>一位接近Archegos的人士表示，如果公司破产，黄氏家族办公室的前员工将不得不与其他债权人一起排队。Archegos已聘请重组顾问来评估银行潜在的法律索赔，这些银行正试图收回因不良押注而损失的部分资金，并计划可能关闭该业务。David Pauker是一位曾工作过的财务顾问根据他在社交网络LinkedIn上的个人资料，包括雷曼兄弟在内的大型破产案已被聘为Archegos的首席重组官。Pauker拒绝置评。在这一点上，司法部<b>可能会在债权人看到钱之前对黄采取行动</b>（这不是黄禹锡第一次受到当局的关注）。</blockquote></p><p> The DoJ has opened an investigation into into Archegos and has asked its prime brokers for information about the trades, which relied on a derivative known as a \"Total Return Swap\", which only required Archegos to post margin, while the prime brokers entered into the positions on behalf of the firm.</p><p><blockquote>美国司法部已对Archegos展开调查，并要求其主要经纪商提供有关这些交易的信息，这些交易依赖于一种被称为“总回报掉期”的衍生品，这种衍生品只需要Archegos缴纳保证金，而主要经纪商则进入保证金。代表公司的头寸。</blockquote></p><p> With Hwang's entire $20 billion fortunate said to have evaporated during the selloff, getting their deferred comp back will be like getting blood from a stone.</p><p><blockquote>据说，黄禹锡的全部200亿美元财富在抛售期间蒸发了，拿回他们的递延薪酬就像从石头里取血一样。</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>\"They're In A Difficult Position\" - Archegos Employees Lose $500 Million As Bonus Fund Evaporates<blockquote>“他们处境艰难”——奖金基金蒸发，Archegos员工损失5亿美元</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; 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\">\n\"They're In A Difficult Position\" - Archegos Employees Lose $500 Million As Bonus Fund Evaporates<blockquote>“他们处境艰难”——奖金基金蒸发，Archegos员工损失5亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-05 19:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The (now former) employees of defunct Archegos Capital Management - the over-leveraged family office that blew up back in March, saddling Credit Suisse and a handful of other brokers with billions of dollars in losses - have just learned a very important lesson:<i><b>don't put all your eggs in one basket.</b></i></p><p><blockquote>已倒闭的Archegos Capital Management的（现为前）员工刚刚吸取了非常重要的教训：Archegos Capital Management是一家杠杆过高的家族办公室，于3月份爆炸，给瑞士信贷和其他几家经纪商带来了数十亿美元的损失：<i><b>不要把所有的鸡蛋放在一个篮子里。</b></i></blockquote></p><p> Employees saw their golden parachutes evaporate alongside the rest of Bill Hwang's $20 billion fortune when a deferred pay plan set up by the firm crashed as the firm was hit with a massive margin call,<b>exacerbated by its prime brokers selling off billions of dollars' of stocks in the span of a few panicked hours.</b></p><p><blockquote>当Bill Hwang公司制定的延期支付计划因公司遭受巨额利润看涨期权而崩溃时，员工们眼睁睁地看着他们的金色降落伞与其余200亿美元财富一起蒸发。<b>其主要经纪商在恐慌的几个小时内抛售了数十亿美元的股票，加剧了这种情况。</b></blockquote></p><p> Instead of paying employees the entirety of their bonuses in cash, the firm convinced them to keep at least some of their bonus with the firm, placing the money in a separate pot that was apparently invested in the same stocks that the firm was betting on. While insiders toldthe FTthat<b>the original amount of money placed with the fund was \"under $50MM\", the value of the pot had apparently soared alongside the value of Archegos's main fund,</b>which enjoyed massive gains thanks to the leverage it employed via swaps entered into with its prime brokers.</p><p><blockquote>该公司没有以现金支付员工的全部奖金，而是说服他们至少将部分奖金保留在公司，将钱放在一个单独的罐中，显然投资于公司押注的同一只股票。而内部人士告诉英国《金融时报》<b>最初存入该基金的金额“不到5000万美元”，该底池的价值显然与Archegos主基金的价值一起飙升，</b>由于通过与其主要经纪商签订的掉期合约所利用的杠杆，该公司获得了巨大的收益。</blockquote></p><p>   <b>\"The company will increase or decrease the amount of the deferred payment by the percentage that the fund’s invested capital has increased or decreased in value,”</b>said a document seen by the Financial Times that sets out the plan’s terms for an employee.[...]The document showed that 25% of the plan participant’s end-of-year bonus was held back by Archegos, to be paid out when the employee departed. It states that the payout would not fall below its original value.  Employees would be paid out when they left the firm, according to the agreement. But as it turns out, the firm's employees would have been better off had they taken the money and walked. And now, former employees are now complaining to the FT that they haven't been paid for any of the compensation they deferred.</p><p><blockquote><b>“公司将根据基金投资资本价值增加或减少的百分比增加或减少延期付款的金额，”</b>英国《金融时报》看到的一份文件称，该文件为一名员工制定了该计划的条款。[...]文件显示，Archegos扣留了计划参与者25%的年终奖金，将在员工离职时支付。它声明支出不会低于其原始价值。根据协议，员工离开公司时将获得报酬。但事实证明，如果公司的员工拿了钱就走，他们的处境会更好。现在，前员工向英国《金融时报》抱怨说，他们没有收到任何延期支付的薪酬。</blockquote></p><p>   Yet some former employees have not received any of their deferred pay, including the original sums. One person close to the firm told the FT that   <b>“the money is gone” with “no pot of gold to pay them from”. Another said Archegos employees “are in a difficult position” and “warrant sympathy”.</b>A representative for Archegos declined to comment.  Unfortunately, if they want their money back, Bill Hwang's former employees will need to wait in a pretty lengthy line.</p><p><blockquote>然而，一些前雇员没有收到任何递延工资，包括原始金额。一位接近该公司的人士告诉英国《金融时报》<b>“钱没了”，“没有一桶金来支付他们”。另一位人士表示，Archegos员工“处境艰难”，“值得同情”。</b>Archegos的代表拒绝置评。不幸的是，如果他们想要回他们的钱，Bill Hwang的前雇员将需要排很长的队。</blockquote></p><p>   Former employees of Hwang’s family office would have to queue with other creditors if the firm enters insolvency, a person close to Archegos said. Archegos has hired restructuring advisers to assess potential legal claims from banks, which are attempting to recoup some of the money they lost on its soured bets and plan for a possible wind-down of the business.David Pauker, a financial adviser who has worked on large bankruptcies including Lehman Brothers, has been recruited as Archegos’s chief restructuring officer, according to his profile on the social network LinkedIn. Pauker declined to comment.  At this point, the DoJ<b>might take action against Hwang before creditors see any money</b>(this isn't the first time Hwang has been on the radar of authorities).</p><p><blockquote>一位接近Archegos的人士表示，如果公司破产，黄氏家族办公室的前员工将不得不与其他债权人一起排队。Archegos已聘请重组顾问来评估银行潜在的法律索赔，这些银行正试图收回因不良押注而损失的部分资金，并计划可能关闭该业务。David Pauker是一位曾工作过的财务顾问根据他在社交网络LinkedIn上的个人资料，包括雷曼兄弟在内的大型破产案已被聘为Archegos的首席重组官。Pauker拒绝置评。在这一点上，司法部<b>可能会在债权人看到钱之前对黄采取行动</b>（这不是黄禹锡第一次受到当局的关注）。</blockquote></p><p> The DoJ has opened an investigation into into Archegos and has asked its prime brokers for information about the trades, which relied on a derivative known as a \"Total Return Swap\", which only required Archegos to post margin, while the prime brokers entered into the positions on behalf of the firm.</p><p><blockquote>美国司法部已对Archegos展开调查，并要求其主要经纪商提供有关这些交易的信息，这些交易依赖于一种被称为“总回报掉期”的衍生品，这种衍生品只需要Archegos缴纳保证金，而主要经纪商则进入保证金。代表公司的头寸。</blockquote></p><p> With Hwang's entire $20 billion fortunate said to have evaporated during the selloff, getting their deferred comp back will be like getting blood from a stone.</p><p><blockquote>据说，黄禹锡的全部200亿美元财富在抛售期间蒸发了，拿回他们的递延薪酬就像从石头里取血一样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/theyre-difficult-position-archegos-employees-lose-500-million-bonus-fund-evaporates\">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":{},"source_url":"https://www.zerohedge.com/markets/theyre-difficult-position-archegos-employees-lose-500-million-bonus-fund-evaporates","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194249066","content_text":"The (now former) employees of defunct Archegos Capital Management - the over-leveraged family office that blew up back in March, saddling Credit Suisse and a handful of other brokers with billions of dollars in losses - have just learned a very important lesson:don't put all your eggs in one basket.\nEmployees saw their golden parachutes evaporate alongside the rest of Bill Hwang's $20 billion fortune when a deferred pay plan set up by the firm crashed as the firm was hit with a massive margin call,exacerbated by its prime brokers selling off billions of dollars' of stocks in the span of a few panicked hours.\nInstead of paying employees the entirety of their bonuses in cash, the firm convinced them to keep at least some of their bonus with the firm, placing the money in a separate pot that was apparently invested in the same stocks that the firm was betting on. While insiders toldthe FTthatthe original amount of money placed with the fund was \"under $50MM\", the value of the pot had apparently soared alongside the value of Archegos's main fund,which enjoyed massive gains thanks to the leverage it employed via swaps entered into with its prime brokers.\n\n\"The company will increase or decrease the amount of the deferred payment by the percentage that the fund’s invested capital has increased or decreased in value,”said a document seen by the Financial Times that sets out the plan’s terms for an employee.[...]The document showed that 25% of the plan participant’s end-of-year bonus was held back by Archegos, to be paid out when the employee departed. It states that the payout would not fall below its original value.\n\nEmployees would be paid out when they left the firm, according to the agreement. But as it turns out, the firm's employees would have been better off had they taken the money and walked. And now, former employees are now complaining to the FT that they haven't been paid for any of the compensation they deferred.\n\n Yet some former employees have not received any of their deferred pay, including the original sums. One person close to the firm told the FT that \n “the money is gone” with “no pot of gold to pay them from”. Another said Archegos employees “are in a difficult position” and “warrant sympathy”.A representative for Archegos declined to comment.\n\nUnfortunately, if they want their money back, Bill Hwang's former employees will need to wait in a pretty lengthy line.\n\n Former employees of Hwang’s family office would have to queue with other creditors if the firm enters insolvency, a person close to Archegos said. Archegos has hired restructuring advisers to assess potential legal claims from banks, which are attempting to recoup some of the money they lost on its soured bets and plan for a possible wind-down of the business.David Pauker, a financial adviser who has worked on large bankruptcies including Lehman Brothers, has been recruited as Archegos’s chief restructuring officer, according to his profile on the social network LinkedIn. Pauker declined to comment.\n\nAt this point, the DoJmight take action against Hwang before creditors see any money(this isn't the first time Hwang has been on the radar of authorities).\nThe DoJ has opened an investigation into into Archegos and has asked its prime brokers for information about the trades, which relied on a derivative known as a \"Total Return Swap\", which only required Archegos to post margin, while the prime brokers entered into the positions on behalf of the firm.\nWith Hwang's entire $20 billion fortunate said to have evaporated during the selloff, getting their deferred comp back will be like getting blood from a stone.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804625768,"gmtCreate":1627955076154,"gmtModify":1631891901846,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Go&nbsp;","listText":"Go&nbsp;","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804625768","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805645275,"gmtCreate":1627879475197,"gmtModify":1631888657728,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805645275","repostId":"1125189901","repostType":4,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805198201,"gmtCreate":1627864237103,"gmtModify":1631891901850,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805198201","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS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\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","DKNG":"DraftKings Inc.","EA":"艺电","ROKU":"Roku Inc",".DJI":"道琼斯",".SPX":"S&P 500 Index","GE":"GE航空航天","UBER":"优步","GM":"通用汽车","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"EA":0.9,"UBER":0.9,".DJI":0.9,"GE":0.9,"ROKU":0.9,"GM":0.9,"DKNG":0.9,".SPX":0.9,"VIAC":0.9,"BABA":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805193701,"gmtCreate":1627864180103,"gmtModify":1631891901853,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805193701","repostId":"1159609817","repostType":4,"repost":{"id":"1159609817","kind":"news","pubTimestamp":1627864062,"share":"https://www.laohu8.com/m/news/1159609817?lang=zh_CN&edition=full","pubTime":"2021-08-02 08:27","market":"us","language":"en","title":"Amazon's 'Disappointing' Quarterly Results Are A Gift<blockquote>亚马逊“令人失望”的季度业绩是一份礼物</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159609817","media":"seekingalpha","summary":"Summary\n\nDespite what some have characterized as a disappointing quarter, Amazon remains one of the ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Despite what some have&nbsp;characterized as a disappointing quarter, Amazon remains one of the highest quality stocks in the market with a long runway still ahead.</li>  <li>After previous pandemic-fueled results and this year's reopening excitement, the results were bound to retreat at the margin leaving the new CEO with some upcoming heavy lifting.</li>  <li>Despair not! This is an opportunity for long-term investors to accumulate shares incrementally as the stock retreats.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90647e71b9768638673a9e4cdebe9fa\" tg-width=\"1536\" tg-height=\"1050\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>尽管有些人认为这个季度令人失望，但亚马逊仍然是市场上质量最高的股票之一，而且还有很长的路要走。</li><li>在经历了之前大流行推动的业绩和今年重新开放的兴奋之后，业绩注定会小幅回落，让新任首席执行官面临一些即将到来的繁重工作。</li><li>不要绝望！对于长期投资者来说，这是一个随着股票下跌而逐步积累股票的机会。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis:</b></p><p><blockquote><b>投资论文：</b></blockquote></p><p> Amazon (AMZN) (also, \"the Company\" hereafter) reported results that disappointed some who may not have anticipated a retreat from the pandemic-fueled growth rates seen previously. As an investor who is still accumulating chips, I see this as more opportunity than setback and see the stock's retreat as missing the forest for the trees - a market hallmark. The metrics are stronger than many reports indicate and this pullback also acts to keep the stock from going euphoric and decoupling from underlying metrics. Accumulating incrementally during the likely brief downtrend may be the best course of action.</p><p><blockquote>亚马逊（AMZN）（以下简称“公司”）公布的业绩令一些人感到失望，他们可能没有预料到之前大流行推动的增长率会回落。作为一名仍在积累筹码的投资者，我认为这更多的是机会而不是挫折，并认为该股的下跌是只见树木不见森林——这是市场的标志。这些指标比许多报告显示的要强，这种回调也有助于防止该股情绪高涨并与基础指标脱钩。在可能的短暂下跌趋势中逐步积累可能是最好的行动方案。</blockquote></p><p> <b>By The Numbers</b></p><p><blockquote><b>按数字</b></blockquote></p><p> Q2 2021 top-line revenue came in at $113B compared to Q1 2021 $108.5B, a 4% quarterly increase. Revenue was up 27% compared to Q2 2020. EBITDA for Q2 2021 was up a whopping 36% over the same period in 2020, however was down 14% from Q1 2021. However, due to the cyclical nature of retail, I prefer to analyze the data using the trailing twelve months (TTMs) by quarter.</p><p><blockquote>2021年第二季度的营收为$113B，而2021年第一季度为$1085亿B，季度增长4%。与2020年第二季度相比，收入增长了27%。Q2 2021的EBITDA比2020年同期增长了36%，但比Q1 2021下降了14%。然而，由于零售业的周期性，我更喜欢按季度使用过去12个月(TTM)来分析数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1ed6c9704fb13ff3e6023f99bbfef6\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Over the TTMs Amazon generated $443B in revenues and an impressive $59B in EBITDA. While growth certainly slowed from Q1 2021 savvy investors understand that data does not exist in a vacuum and must be put in proper context. Covid created immense growth that was known to be inorganic as many who would typically frequent brick-and-mortar stores shopped from home. Many of these folks will continue to frequent Amazon, while some will return to previous habits. Still, others likely returned to retail upon lifting of restrictions just to leave the house and feel normal and will utilize online retail more once the novelty wears off. The same logic applies to Amazon's digital offerings. For these reasons, Q2 2021 growth was destined to slow from the breakneck pace of the prior periods, however, the Company still managed to grow revenue nearly 6% over the prior TTMs and, as stated above, 4% over Q1 2021 - no small feat. The Delta variant and likely return to restrictions and caution from shoppers will again change the game for the final 2 months of Q3 and likely for Q4 2021. Frankly, and amazingly, I believe we are about to be caught flat-footed against this variant which will be bad for many, but possibly positive for Amazon's sales in Q3 and Q4 2021.</p><p><blockquote>在TTMs期间，亚马逊创造了4430亿美元的收入和令人印象深刻的590亿美元的EBITDA。尽管增长肯定比2021年第一季度有所放缓，但精明的投资者明白，数据并不存在于真空中，必须放在适当的背景下。Covid创造了巨大的增长，众所周知，这种增长是无机的，因为许多通常经常去实体店购物的人会在家购物。这些人中的许多人将继续经常光顾亚马逊，而一些人将恢复以前的习惯。尽管如此，其他人可能会在限制解除后重返零售业，只是为了离开家，感觉正常，一旦新鲜感消失，他们会更多地利用在线零售。同样的逻辑也适用于亚马逊的数字产品。由于这些原因，Q2 2021的增长注定会比之前时期的极快速度放缓，然而，该公司的收入仍然比之前的TTM增长了近6%，如上所述，比Q1 2021增长了4%——这不是一个小壮举。德尔塔变异毒株以及购物者可能回归的限制和谨慎将再次改变第三季度最后两个月以及2021年第四季度的游戏规则。坦率地说，令人惊讶的是，我相信我们即将对这种变体措手不及，这对许多人来说是不利的，但可能对亚马逊2021年第三季度和第四季度的销售是积极的。</blockquote></p><p> The data on a per share basis tells much the same story as above.</p><p><blockquote>每股数据讲述了与上述大致相同的故事。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2579a946b7ba2fabbba19737ce423223\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Revenue growth per share is solid while EBITDA and cash from operations per share have stalled. Many have expressed concern with the decrease in cash flow from operations, however, I prefer to use levered free cash flow (LFCF) as I believe it is a better metric to determine true cash available to shareholders. Cash flow from operations (CFO) is impacted by temporary changes in accounts receivable and accounts payable (changes in working capital), and does not account for capital expenditures (CAPEX) or debt payments. LFCF is a better measure of the cash available once all obligations have been met.</p><p><blockquote>每股收入增长稳健，而EBITDA和每股运营现金却停滞不前。许多人对运营现金流的减少表示担忧，但是，我更喜欢使用杠杆自由现金流（LFCF），因为我相信它是确定股东可用真实现金的更好指标。运营现金流（CFO）受到应收账款和应付账款临时变化（营运资金变化）的影响，不考虑资本支出（CAPEX）或债务支付。LFCF是衡量履行所有义务后可用现金的更好指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1bd80529fd7e9ffd40dd4bc8e8eeb1e\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> The Company's LFCF is down from the Covid holiday boom, but still rose significantly from 2019 results and was still up on a quarterly basis.</p><p><blockquote>该公司的LFCF较新冠疫情假期热潮有所下降，但仍较2019年业绩大幅上升，并且仍按季度增长。</blockquote></p><p> Further, when measuring results, the quality of the earnings can be brought to light by measuring LFCF as a percentage of either net income or EBITDA. I compared Amazon's LFCF/EBITDA to some of the most successful companies, including a lesser-known name, Intuitive Surgical, Inc (ISRG) that, if you are unfamiliar with this company, I encourage you to explore this juggernauthereandhere.</p><p><blockquote>此外，在衡量业绩时，可以通过衡量LFCF占净利润或EBITDA的百分比来揭示收益的质量。我将亚马逊的LFCF/EBITDA与一些最成功的公司进行了比较，包括一个鲜为人知的名字Intuitive Surgical，Inc(ISRG)，如果您不熟悉这家公司，我鼓励您在这里和这里探索这家巨头。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/663cb272a8fcfb13d7585052057e80d9\" tg-width=\"640\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha *Stocks with different fiscal years are as of the closest period*</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表由作者根据Seeking Alpha*不同财政年度的股票截至最近的时期*</span></p></blockquote></p><p> As shown, Amazon has come back to earth a bit from the pandemic heights, however still produces better LFCF/EBITDA consistently more than retail competitor Walmart (WMT), and also Microsoft (MSFT) and NVIDIA (NVDA), while lagging Visa (V), Mastercard (MA), and Apple (AAPL) which generally spend much less on CAPEX. It is also clear why I am so bullish on Intuitive Surgical. For Amazon, it is apparent that the pandemic boost lost steam in Q2 2021, however, the results were still quite positive.</p><p><blockquote>如图所示，亚马逊已经从大流行的高度恢复了一些，但亚马逊的LFCF/EBITDA仍然比零售竞争对手沃尔玛(WMT)、微软(MSFT)和英伟达(NVDA)更好，同时落后于Visa(V)、万事达卡(MA)和苹果(AAPL)的资本支出通常要少得多。我如此看好直觉外科的原因也很清楚。对于亚马逊来说，很明显，疫情的提振在2021年第二季度失去了动力，然而，结果仍然相当积极。</blockquote></p><p> <b>Valuation &amp; Opportunity</b></p><p><blockquote><b>估值与机会</b></blockquote></p><p> While Amazon's quarter was impressive by most standards, it disappointed many who decided to take profits last week.</p><p><blockquote>尽管以大多数标准来看，亚马逊的季度业绩令人印象深刻，但它让许多上周决定获利了结的人感到失望。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4294120fff82efc817695d0fd339b97d\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> For long-term investors, this is not necessarily a negative. If one is still adding money to investment accounts or looking to take profits in other holdings and reallocate funds, the drawback represents an opportunity. I prefer to accumulate incrementally during a downturn rather than trying to call a bottom. How long it continues and how low the stock falls is unknown, however, I believe the downtrend will be short-lived. Another reason not to be rattled by the sell-off last week is that the stock has avoided the dreaded euphoria that likely would have caused the valuation to decouple from results leaving long-term investors in a poor place to add shares. The pullback will allow the fundamentals to catch up to the valuation a bit. Below I have compared Amazon's valuation to some of the outstanding companies above and also added digital rival Netflix (NFLX), Seeking Alpha fan-favorite Palantir (PLTR), and the ever-polarizing Tesla (TSLA) for additional context.</p><p><blockquote>对于长期投资者来说，这不一定是负面的。如果一个人仍在向投资账户添加资金，或者希望在其他持股中获利并重新分配资金，那么缺点就代表着一个机会。我更喜欢在经济低迷时期逐步积累，而不是试图看涨期权触底。持续多久以及股价跌到多低尚不得而知，不过，我相信下跌趋势将是短暂的。不要对上周的抛售感到不安的另一个原因是，该股避免了可怕的兴奋情绪，这种情绪可能会导致估值与业绩脱钩，从而使长期投资者难以增持股票。回调将使基本面稍微赶上估值。下面我将Amazon的估值与上述一些杰出公司进行了比较，并添加了数字竞争对手Netflix(NFLX)、Seeking Alpha粉丝最喜欢的Palantir(PLTR)和日益两极分化的特斯拉(TSLA)以获取更多背景信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/731887f1f1ce0523e160d6d84ab6926d\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Y-charts. FWD revenue growth from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用Y形图中的数据创建的图表。Seeking Alpha带来的FWD收入增长。</span></p></blockquote></p><p> Note that forward revenue growth estimates (YOY) are listed for consideration.</p><p><blockquote>请注意，列出了前瞻性收入增长预测（同比）以供考虑。</blockquote></p><p> I have also seen concern expressed for the enterprise value to cash from operations (EV/CFO), however, this does not convince me that there is long-term trouble in this area, especially in light of the increase in LFCF.</p><p><blockquote>我也看到了对企业运营现金价值（EV/CFO）的担忧，但是，这并不能让我相信这一领域存在长期问题，特别是考虑到LFCF的增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0aae66565cdd74d312dd57dc4427046f\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the short interest can be a useful tool to determine when the stock has become overvalued. Amazon is again running less than 1% of the float short, which is an indication that the downswing may be short and shallow.</p><p><blockquote>最后，空头利息可以成为确定股票何时被高估的有用工具。亚马逊的流通量再次低于1%，这表明下跌可能是短暂而浅的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f017302a7066ca29108962726a968d48\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The short interest is near historic lows, pandemic notwithstanding, and after a brief rise as shares touched $3,700 is again falling. The short interest at this level tells me that while some grumble about the Company's value, few are willing to put their money where their mouth is at this point. I have included the short interest of other stocks discussed below for comparison.</p><p><blockquote>尽管发生了大流行，空头兴趣仍接近历史低点，并且在股价触及3,700美元后短暂上涨后再次下跌。这个水平的空头兴趣告诉我，虽然有些人抱怨公司的价值，但很少有人愿意在这一点上把钱花在他们的嘴上。我已经包括了下面讨论的其他股票的空头利息以进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bad5c8a348a24ddbc7043e6299aa254\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from TD Ameritrade.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用TD Ameritrade的数据创建的图表。</span></p></blockquote></p><p> <b>CEO Transition &amp; Obstacles Ahead</b></p><p><blockquote><b>首席执行官过渡和未来的障碍</b></blockquote></p><p> Jeff Bezos is an extremely savvy executive and likely could see that, post-pandemic, the heavy lifting would begin in earnest. He chose to enjoy his billions and take a rocket into space while on top. I certainly don't blame him. Meanwhile, new CEO Andy Jassy assumes command after 24 years with the Company. While some may see Bezos stepping down as a negative, it can also allow an opportunity for the new CEO with a fresh voice and something to prove. Apple has thrived after the transition from Steve Jobs to Tim Cook and hopefully, this will also be the case at Amazon. His job won't be easy as congress seeks increased regulations on large tech and the labor force presents challenges on multiple fronts. Jassy is largely credited for growing the highly profitable AWS arm of the Company which shows from where management believes much of the future growth is likely to come.</p><p><blockquote>杰夫·贝索斯是一位非常精明的高管，他可能会看到，在大流行之后，繁重的工作将正式开始。他选择享受他的数十亿美元，并在顶端乘坐火箭进入太空。我当然不怪他。与此同时，新任首席执行官安迪·贾西(Andy Jassy)在公司工作了24年后上任。虽然有些人可能认为贝佐斯的辞职是一个负面消息，但这也可以为新任首席执行官提供一个拥有新鲜声音和证明的机会。苹果在从史蒂夫·乔布斯到蒂姆·库克的转变之后蓬勃发展，希望亚马逊也能如此。他的工作并不容易，因为国会寻求加强对大型科技公司的监管，而劳动力在多个方面面临挑战。Jassy在很大程度上因发展了该公司高利润的AWS部门而受到赞誉，这表明管理层认为未来的大部分增长可能来自哪里。</blockquote></p><p> <b>Risks and Uncertainties</b></p><p><blockquote><b>风险及不明朗因素</b></blockquote></p><p></p><p> As mentioned above, congressional leaders from both parties have expressed concerns with the power of large tech companies and pledged to reign them in. This could negatively affect results and there is the possibility that some large tech companies would be forced to spin-off segments. Spin-offs would not necessarily be detrimental to current shareholders, however, the market despises uncertainty and this could cause the share price to further retreat. On the other hand, congress is full of tough talk and weak action so I am skeptical.</p><p><blockquote>如上所述，两党的国会领导人都对大型科技公司的力量表示担忧，并承诺控制它们。这可能会对业绩产生负面影响，一些大型科技公司可能会被迫分拆细分市场。分拆不一定对现有股东不利，但市场鄙视不确定性，这可能会导致股价进一步回落。另一方面，国会充满了强硬的言论和软弱的行动，所以我持怀疑态度。</blockquote></p><p> Also mentioned above are the labor issues. The workforce becoming unionized could affect profit margins. More generally, the entire labor market is tight at the moment causing shortages of workers and rising wages. Rising wages across the economy will also serve to increase the spending power of consumers which has potential benefits for a company like Amazon.</p><p><blockquote>上面还提到了劳工问题。劳动力加入工会可能会影响利润率。更一般地说，目前整个劳动力市场紧张，导致工人短缺和工资上涨。整个经济中工资的上涨也将有助于提高消费者的消费能力，这对亚马逊这样的公司来说有潜在的好处。</blockquote></p><p> The market wasnot impressedby Q2 2021 earnings and the stock took a substantial hit. This downtrend may continue while investors exercise caution post-Bezos and post-retail reopening, which is why I recommend incremental buying.</p><p><blockquote>市场对2021年第二季度的盈利并不满意，该股遭受了重大打击。这种下跌趋势可能会持续下去，而投资者在贝佐斯和零售重新开放后保持谨慎，这就是为什么我建议增量买入。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> When I see a headline on Seeking Alpha that \"Department store stocks rally, while online retailers sell off\", I see an opportunity. This development is remarkably short-sighted and unlikely to last.</p><p><blockquote>当我在Seeking Alpha上看到“百货公司股票上涨，而在线零售商抛售”的标题时，我看到了一个机会。这种发展非常短视，不太可能持续下去。</blockquote></p><p> Amazon's Q2 2021 results have caused many investors to take profits and some to claim that the Company's stellar run is over. The numbers, while tempered from the pandemic highs, are still impressive and a growth runway remains in the Company's most profitable segments. The new CEO will face the coming challenges with heaps of LFCF and the stock's valuation has become more favorable to long-term investors. This is not the first time the stock has pulled back from a seemingly weak quarter and in every instance, the correct move for long-term investors is crystal clear.</p><p><blockquote>亚马逊2021年第二季度的业绩导致许多投资者获利了结，一些投资者声称该公司的辉煌业绩已经结束。这些数字虽然较大流行的高点有所缓和，但仍然令人印象深刻，该公司最赚钱的部门仍有增长跑道。新任首席执行官将面临大量LFCF的挑战，而且该股的估值对长期投资者来说变得更加有利。这并不是该股第一次从看似疲软的季度中回调，在每种情况下，长期投资者的正确举动都是非常明确的。</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>Amazon's 'Disappointing' Quarterly Results Are A Gift<blockquote>亚马逊“令人失望”的季度业绩是一份礼物</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's 'Disappointing' Quarterly Results Are A Gift<blockquote>亚马逊“令人失望”的季度业绩是一份礼物</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-02 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Despite what some have&nbsp;characterized as a disappointing quarter, Amazon remains one of the highest quality stocks in the market with a long runway still ahead.</li>  <li>After previous pandemic-fueled results and this year's reopening excitement, the results were bound to retreat at the margin leaving the new CEO with some upcoming heavy lifting.</li>  <li>Despair not! This is an opportunity for long-term investors to accumulate shares incrementally as the stock retreats.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90647e71b9768638673a9e4cdebe9fa\" tg-width=\"1536\" tg-height=\"1050\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>尽管有些人认为这个季度令人失望，但亚马逊仍然是市场上质量最高的股票之一，而且还有很长的路要走。</li><li>在经历了之前大流行推动的业绩和今年重新开放的兴奋之后，业绩注定会小幅回落，让新任首席执行官面临一些即将到来的繁重工作。</li><li>不要绝望！对于长期投资者来说，这是一个随着股票下跌而逐步积累股票的机会。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis:</b></p><p><blockquote><b>投资论文：</b></blockquote></p><p> Amazon (AMZN) (also, \"the Company\" hereafter) reported results that disappointed some who may not have anticipated a retreat from the pandemic-fueled growth rates seen previously. As an investor who is still accumulating chips, I see this as more opportunity than setback and see the stock's retreat as missing the forest for the trees - a market hallmark. The metrics are stronger than many reports indicate and this pullback also acts to keep the stock from going euphoric and decoupling from underlying metrics. Accumulating incrementally during the likely brief downtrend may be the best course of action.</p><p><blockquote>亚马逊（AMZN）（以下简称“公司”）公布的业绩令一些人感到失望，他们可能没有预料到之前大流行推动的增长率会回落。作为一名仍在积累筹码的投资者，我认为这更多的是机会而不是挫折，并认为该股的下跌是只见树木不见森林——这是市场的标志。这些指标比许多报告显示的要强，这种回调也有助于防止该股情绪高涨并与基础指标脱钩。在可能的短暂下跌趋势中逐步积累可能是最好的行动方案。</blockquote></p><p> <b>By The Numbers</b></p><p><blockquote><b>按数字</b></blockquote></p><p> Q2 2021 top-line revenue came in at $113B compared to Q1 2021 $108.5B, a 4% quarterly increase. Revenue was up 27% compared to Q2 2020. EBITDA for Q2 2021 was up a whopping 36% over the same period in 2020, however was down 14% from Q1 2021. However, due to the cyclical nature of retail, I prefer to analyze the data using the trailing twelve months (TTMs) by quarter.</p><p><blockquote>2021年第二季度的营收为$113B，而2021年第一季度为$1085亿B，季度增长4%。与2020年第二季度相比，收入增长了27%。Q2 2021的EBITDA比2020年同期增长了36%，但比Q1 2021下降了14%。然而，由于零售业的周期性，我更喜欢按季度使用过去12个月(TTM)来分析数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1ed6c9704fb13ff3e6023f99bbfef6\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Over the TTMs Amazon generated $443B in revenues and an impressive $59B in EBITDA. While growth certainly slowed from Q1 2021 savvy investors understand that data does not exist in a vacuum and must be put in proper context. Covid created immense growth that was known to be inorganic as many who would typically frequent brick-and-mortar stores shopped from home. Many of these folks will continue to frequent Amazon, while some will return to previous habits. Still, others likely returned to retail upon lifting of restrictions just to leave the house and feel normal and will utilize online retail more once the novelty wears off. The same logic applies to Amazon's digital offerings. For these reasons, Q2 2021 growth was destined to slow from the breakneck pace of the prior periods, however, the Company still managed to grow revenue nearly 6% over the prior TTMs and, as stated above, 4% over Q1 2021 - no small feat. The Delta variant and likely return to restrictions and caution from shoppers will again change the game for the final 2 months of Q3 and likely for Q4 2021. Frankly, and amazingly, I believe we are about to be caught flat-footed against this variant which will be bad for many, but possibly positive for Amazon's sales in Q3 and Q4 2021.</p><p><blockquote>在TTMs期间，亚马逊创造了4430亿美元的收入和令人印象深刻的590亿美元的EBITDA。尽管增长肯定比2021年第一季度有所放缓，但精明的投资者明白，数据并不存在于真空中，必须放在适当的背景下。Covid创造了巨大的增长，众所周知，这种增长是无机的，因为许多通常经常去实体店购物的人会在家购物。这些人中的许多人将继续经常光顾亚马逊，而一些人将恢复以前的习惯。尽管如此，其他人可能会在限制解除后重返零售业，只是为了离开家，感觉正常，一旦新鲜感消失，他们会更多地利用在线零售。同样的逻辑也适用于亚马逊的数字产品。由于这些原因，Q2 2021的增长注定会比之前时期的极快速度放缓，然而，该公司的收入仍然比之前的TTM增长了近6%，如上所述，比Q1 2021增长了4%——这不是一个小壮举。德尔塔变异毒株以及购物者可能回归的限制和谨慎将再次改变第三季度最后两个月以及2021年第四季度的游戏规则。坦率地说，令人惊讶的是，我相信我们即将对这种变体措手不及，这对许多人来说是不利的，但可能对亚马逊2021年第三季度和第四季度的销售是积极的。</blockquote></p><p> The data on a per share basis tells much the same story as above.</p><p><blockquote>每股数据讲述了与上述大致相同的故事。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2579a946b7ba2fabbba19737ce423223\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Revenue growth per share is solid while EBITDA and cash from operations per share have stalled. Many have expressed concern with the decrease in cash flow from operations, however, I prefer to use levered free cash flow (LFCF) as I believe it is a better metric to determine true cash available to shareholders. Cash flow from operations (CFO) is impacted by temporary changes in accounts receivable and accounts payable (changes in working capital), and does not account for capital expenditures (CAPEX) or debt payments. LFCF is a better measure of the cash available once all obligations have been met.</p><p><blockquote>每股收入增长稳健，而EBITDA和每股运营现金却停滞不前。许多人对运营现金流的减少表示担忧，但是，我更喜欢使用杠杆自由现金流（LFCF），因为我相信它是确定股东可用真实现金的更好指标。运营现金流（CFO）受到应收账款和应付账款临时变化（营运资金变化）的影响，不考虑资本支出（CAPEX）或债务支付。LFCF是衡量履行所有义务后可用现金的更好指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1bd80529fd7e9ffd40dd4bc8e8eeb1e\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> The Company's LFCF is down from the Covid holiday boom, but still rose significantly from 2019 results and was still up on a quarterly basis.</p><p><blockquote>该公司的LFCF较新冠疫情假期热潮有所下降，但仍较2019年业绩大幅上升，并且仍按季度增长。</blockquote></p><p> Further, when measuring results, the quality of the earnings can be brought to light by measuring LFCF as a percentage of either net income or EBITDA. I compared Amazon's LFCF/EBITDA to some of the most successful companies, including a lesser-known name, Intuitive Surgical, Inc (ISRG) that, if you are unfamiliar with this company, I encourage you to explore this juggernauthereandhere.</p><p><blockquote>此外，在衡量业绩时，可以通过衡量LFCF占净利润或EBITDA的百分比来揭示收益的质量。我将亚马逊的LFCF/EBITDA与一些最成功的公司进行了比较，包括一个鲜为人知的名字Intuitive Surgical，Inc(ISRG)，如果您不熟悉这家公司，我鼓励您在这里和这里探索这家巨头。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/663cb272a8fcfb13d7585052057e80d9\" tg-width=\"640\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha *Stocks with different fiscal years are as of the closest period*</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表由作者根据Seeking Alpha*不同财政年度的股票截至最近的时期*</span></p></blockquote></p><p> As shown, Amazon has come back to earth a bit from the pandemic heights, however still produces better LFCF/EBITDA consistently more than retail competitor Walmart (WMT), and also Microsoft (MSFT) and NVIDIA (NVDA), while lagging Visa (V), Mastercard (MA), and Apple (AAPL) which generally spend much less on CAPEX. It is also clear why I am so bullish on Intuitive Surgical. For Amazon, it is apparent that the pandemic boost lost steam in Q2 2021, however, the results were still quite positive.</p><p><blockquote>如图所示，亚马逊已经从大流行的高度恢复了一些，但亚马逊的LFCF/EBITDA仍然比零售竞争对手沃尔玛(WMT)、微软(MSFT)和英伟达(NVDA)更好，同时落后于Visa(V)、万事达卡(MA)和苹果(AAPL)的资本支出通常要少得多。我如此看好直觉外科的原因也很清楚。对于亚马逊来说，很明显，疫情的提振在2021年第二季度失去了动力，然而，结果仍然相当积极。</blockquote></p><p> <b>Valuation &amp; Opportunity</b></p><p><blockquote><b>估值与机会</b></blockquote></p><p> While Amazon's quarter was impressive by most standards, it disappointed many who decided to take profits last week.</p><p><blockquote>尽管以大多数标准来看，亚马逊的季度业绩令人印象深刻，但它让许多上周决定获利了结的人感到失望。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4294120fff82efc817695d0fd339b97d\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> For long-term investors, this is not necessarily a negative. If one is still adding money to investment accounts or looking to take profits in other holdings and reallocate funds, the drawback represents an opportunity. I prefer to accumulate incrementally during a downturn rather than trying to call a bottom. How long it continues and how low the stock falls is unknown, however, I believe the downtrend will be short-lived. Another reason not to be rattled by the sell-off last week is that the stock has avoided the dreaded euphoria that likely would have caused the valuation to decouple from results leaving long-term investors in a poor place to add shares. The pullback will allow the fundamentals to catch up to the valuation a bit. Below I have compared Amazon's valuation to some of the outstanding companies above and also added digital rival Netflix (NFLX), Seeking Alpha fan-favorite Palantir (PLTR), and the ever-polarizing Tesla (TSLA) for additional context.</p><p><blockquote>对于长期投资者来说，这不一定是负面的。如果一个人仍在向投资账户添加资金，或者希望在其他持股中获利并重新分配资金，那么缺点就代表着一个机会。我更喜欢在经济低迷时期逐步积累，而不是试图看涨期权触底。持续多久以及股价跌到多低尚不得而知，不过，我相信下跌趋势将是短暂的。不要对上周的抛售感到不安的另一个原因是，该股避免了可怕的兴奋情绪，这种情绪可能会导致估值与业绩脱钩，从而使长期投资者难以增持股票。回调将使基本面稍微赶上估值。下面我将Amazon的估值与上述一些杰出公司进行了比较，并添加了数字竞争对手Netflix(NFLX)、Seeking Alpha粉丝最喜欢的Palantir(PLTR)和日益两极分化的特斯拉(TSLA)以获取更多背景信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/731887f1f1ce0523e160d6d84ab6926d\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Y-charts. FWD revenue growth from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用Y形图中的数据创建的图表。Seeking Alpha带来的FWD收入增长。</span></p></blockquote></p><p> Note that forward revenue growth estimates (YOY) are listed for consideration.</p><p><blockquote>请注意，列出了前瞻性收入增长预测（同比）以供考虑。</blockquote></p><p> I have also seen concern expressed for the enterprise value to cash from operations (EV/CFO), however, this does not convince me that there is long-term trouble in this area, especially in light of the increase in LFCF.</p><p><blockquote>我也看到了对企业运营现金价值（EV/CFO）的担忧，但是，这并不能让我相信这一领域存在长期问题，特别是考虑到LFCF的增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0aae66565cdd74d312dd57dc4427046f\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the short interest can be a useful tool to determine when the stock has become overvalued. Amazon is again running less than 1% of the float short, which is an indication that the downswing may be short and shallow.</p><p><blockquote>最后，空头利息可以成为确定股票何时被高估的有用工具。亚马逊的流通量再次低于1%，这表明下跌可能是短暂而浅的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f017302a7066ca29108962726a968d48\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The short interest is near historic lows, pandemic notwithstanding, and after a brief rise as shares touched $3,700 is again falling. The short interest at this level tells me that while some grumble about the Company's value, few are willing to put their money where their mouth is at this point. I have included the short interest of other stocks discussed below for comparison.</p><p><blockquote>尽管发生了大流行，空头兴趣仍接近历史低点，并且在股价触及3,700美元后短暂上涨后再次下跌。这个水平的空头兴趣告诉我，虽然有些人抱怨公司的价值，但很少有人愿意在这一点上把钱花在他们的嘴上。我已经包括了下面讨论的其他股票的空头利息以进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bad5c8a348a24ddbc7043e6299aa254\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from TD Ameritrade.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用TD Ameritrade的数据创建的图表。</span></p></blockquote></p><p> <b>CEO Transition &amp; Obstacles Ahead</b></p><p><blockquote><b>首席执行官过渡和未来的障碍</b></blockquote></p><p> Jeff Bezos is an extremely savvy executive and likely could see that, post-pandemic, the heavy lifting would begin in earnest. He chose to enjoy his billions and take a rocket into space while on top. I certainly don't blame him. Meanwhile, new CEO Andy Jassy assumes command after 24 years with the Company. While some may see Bezos stepping down as a negative, it can also allow an opportunity for the new CEO with a fresh voice and something to prove. Apple has thrived after the transition from Steve Jobs to Tim Cook and hopefully, this will also be the case at Amazon. His job won't be easy as congress seeks increased regulations on large tech and the labor force presents challenges on multiple fronts. Jassy is largely credited for growing the highly profitable AWS arm of the Company which shows from where management believes much of the future growth is likely to come.</p><p><blockquote>杰夫·贝索斯是一位非常精明的高管，他可能会看到，在大流行之后，繁重的工作将正式开始。他选择享受他的数十亿美元，并在顶端乘坐火箭进入太空。我当然不怪他。与此同时，新任首席执行官安迪·贾西(Andy Jassy)在公司工作了24年后上任。虽然有些人可能认为贝佐斯的辞职是一个负面消息，但这也可以为新任首席执行官提供一个拥有新鲜声音和证明的机会。苹果在从史蒂夫·乔布斯到蒂姆·库克的转变之后蓬勃发展，希望亚马逊也能如此。他的工作并不容易，因为国会寻求加强对大型科技公司的监管，而劳动力在多个方面面临挑战。Jassy在很大程度上因发展了该公司高利润的AWS部门而受到赞誉，这表明管理层认为未来的大部分增长可能来自哪里。</blockquote></p><p> <b>Risks and Uncertainties</b></p><p><blockquote><b>风险及不明朗因素</b></blockquote></p><p></p><p> As mentioned above, congressional leaders from both parties have expressed concerns with the power of large tech companies and pledged to reign them in. This could negatively affect results and there is the possibility that some large tech companies would be forced to spin-off segments. Spin-offs would not necessarily be detrimental to current shareholders, however, the market despises uncertainty and this could cause the share price to further retreat. On the other hand, congress is full of tough talk and weak action so I am skeptical.</p><p><blockquote>如上所述，两党的国会领导人都对大型科技公司的力量表示担忧，并承诺控制它们。这可能会对业绩产生负面影响，一些大型科技公司可能会被迫分拆细分市场。分拆不一定对现有股东不利，但市场鄙视不确定性，这可能会导致股价进一步回落。另一方面，国会充满了强硬的言论和软弱的行动，所以我持怀疑态度。</blockquote></p><p> Also mentioned above are the labor issues. The workforce becoming unionized could affect profit margins. More generally, the entire labor market is tight at the moment causing shortages of workers and rising wages. Rising wages across the economy will also serve to increase the spending power of consumers which has potential benefits for a company like Amazon.</p><p><blockquote>上面还提到了劳工问题。劳动力加入工会可能会影响利润率。更一般地说，目前整个劳动力市场紧张，导致工人短缺和工资上涨。整个经济中工资的上涨也将有助于提高消费者的消费能力，这对亚马逊这样的公司来说有潜在的好处。</blockquote></p><p> The market wasnot impressedby Q2 2021 earnings and the stock took a substantial hit. This downtrend may continue while investors exercise caution post-Bezos and post-retail reopening, which is why I recommend incremental buying.</p><p><blockquote>市场对2021年第二季度的盈利并不满意，该股遭受了重大打击。这种下跌趋势可能会持续下去，而投资者在贝佐斯和零售重新开放后保持谨慎，这就是为什么我建议增量买入。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> When I see a headline on Seeking Alpha that \"Department store stocks rally, while online retailers sell off\", I see an opportunity. This development is remarkably short-sighted and unlikely to last.</p><p><blockquote>当我在Seeking Alpha上看到“百货公司股票上涨，而在线零售商抛售”的标题时，我看到了一个机会。这种发展非常短视，不太可能持续下去。</blockquote></p><p> Amazon's Q2 2021 results have caused many investors to take profits and some to claim that the Company's stellar run is over. The numbers, while tempered from the pandemic highs, are still impressive and a growth runway remains in the Company's most profitable segments. The new CEO will face the coming challenges with heaps of LFCF and the stock's valuation has become more favorable to long-term investors. This is not the first time the stock has pulled back from a seemingly weak quarter and in every instance, the correct move for long-term investors is crystal clear.</p><p><blockquote>亚马逊2021年第二季度的业绩导致许多投资者获利了结，一些投资者声称该公司的辉煌业绩已经结束。这些数字虽然较大流行的高点有所缓和，但仍然令人印象深刻，该公司最赚钱的部门仍有增长跑道。新任首席执行官将面临大量LFCF的挑战，而且该股的估值对长期投资者来说变得更加有利。这并不是该股第一次从看似疲软的季度中回调，在每种情况下，长期投资者的正确举动都是非常明确的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4443869-amazons-disappointing-quarterly-results-are-a-gift\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4443869-amazons-disappointing-quarterly-results-are-a-gift","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159609817","content_text":"Summary\n\nDespite what some have characterized as a disappointing quarter, Amazon remains one of the highest quality stocks in the market with a long runway still ahead.\nAfter previous pandemic-fueled results and this year's reopening excitement, the results were bound to retreat at the margin leaving the new CEO with some upcoming heavy lifting.\nDespair not! This is an opportunity for long-term investors to accumulate shares incrementally as the stock retreats.\n\nSpencer Platt/Getty Images News\nInvestment Thesis:\nAmazon (AMZN) (also, \"the Company\" hereafter) reported results that disappointed some who may not have anticipated a retreat from the pandemic-fueled growth rates seen previously. As an investor who is still accumulating chips, I see this as more opportunity than setback and see the stock's retreat as missing the forest for the trees - a market hallmark. The metrics are stronger than many reports indicate and this pullback also acts to keep the stock from going euphoric and decoupling from underlying metrics. Accumulating incrementally during the likely brief downtrend may be the best course of action.\nBy The Numbers\nQ2 2021 top-line revenue came in at $113B compared to Q1 2021 $108.5B, a 4% quarterly increase. Revenue was up 27% compared to Q2 2020. EBITDA for Q2 2021 was up a whopping 36% over the same period in 2020, however was down 14% from Q1 2021. However, due to the cyclical nature of retail, I prefer to analyze the data using the trailing twelve months (TTMs) by quarter.\nChart created by author with data from Seeking Alpha.\nOver the TTMs Amazon generated $443B in revenues and an impressive $59B in EBITDA. While growth certainly slowed from Q1 2021 savvy investors understand that data does not exist in a vacuum and must be put in proper context. Covid created immense growth that was known to be inorganic as many who would typically frequent brick-and-mortar stores shopped from home. Many of these folks will continue to frequent Amazon, while some will return to previous habits. Still, others likely returned to retail upon lifting of restrictions just to leave the house and feel normal and will utilize online retail more once the novelty wears off. The same logic applies to Amazon's digital offerings. For these reasons, Q2 2021 growth was destined to slow from the breakneck pace of the prior periods, however, the Company still managed to grow revenue nearly 6% over the prior TTMs and, as stated above, 4% over Q1 2021 - no small feat. The Delta variant and likely return to restrictions and caution from shoppers will again change the game for the final 2 months of Q3 and likely for Q4 2021. Frankly, and amazingly, I believe we are about to be caught flat-footed against this variant which will be bad for many, but possibly positive for Amazon's sales in Q3 and Q4 2021.\nThe data on a per share basis tells much the same story as above.\nChart created by author with data from Seeking Alpha.\nRevenue growth per share is solid while EBITDA and cash from operations per share have stalled. Many have expressed concern with the decrease in cash flow from operations, however, I prefer to use levered free cash flow (LFCF) as I believe it is a better metric to determine true cash available to shareholders. Cash flow from operations (CFO) is impacted by temporary changes in accounts receivable and accounts payable (changes in working capital), and does not account for capital expenditures (CAPEX) or debt payments. LFCF is a better measure of the cash available once all obligations have been met.\nChart created by author with data from Seeking Alpha\nThe Company's LFCF is down from the Covid holiday boom, but still rose significantly from 2019 results and was still up on a quarterly basis.\nFurther, when measuring results, the quality of the earnings can be brought to light by measuring LFCF as a percentage of either net income or EBITDA. I compared Amazon's LFCF/EBITDA to some of the most successful companies, including a lesser-known name, Intuitive Surgical, Inc (ISRG) that, if you are unfamiliar with this company, I encourage you to explore this juggernauthereandhere.\nChart created by author with data from Seeking Alpha *Stocks with different fiscal years are as of the closest period*\nAs shown, Amazon has come back to earth a bit from the pandemic heights, however still produces better LFCF/EBITDA consistently more than retail competitor Walmart (WMT), and also Microsoft (MSFT) and NVIDIA (NVDA), while lagging Visa (V), Mastercard (MA), and Apple (AAPL) which generally spend much less on CAPEX. It is also clear why I am so bullish on Intuitive Surgical. For Amazon, it is apparent that the pandemic boost lost steam in Q2 2021, however, the results were still quite positive.\nValuation & Opportunity\nWhile Amazon's quarter was impressive by most standards, it disappointed many who decided to take profits last week.\nData by YCharts\nFor long-term investors, this is not necessarily a negative. If one is still adding money to investment accounts or looking to take profits in other holdings and reallocate funds, the drawback represents an opportunity. I prefer to accumulate incrementally during a downturn rather than trying to call a bottom. How long it continues and how low the stock falls is unknown, however, I believe the downtrend will be short-lived. Another reason not to be rattled by the sell-off last week is that the stock has avoided the dreaded euphoria that likely would have caused the valuation to decouple from results leaving long-term investors in a poor place to add shares. The pullback will allow the fundamentals to catch up to the valuation a bit. Below I have compared Amazon's valuation to some of the outstanding companies above and also added digital rival Netflix (NFLX), Seeking Alpha fan-favorite Palantir (PLTR), and the ever-polarizing Tesla (TSLA) for additional context.\nChart created by author with data from Y-charts. FWD revenue growth from Seeking Alpha.\nNote that forward revenue growth estimates (YOY) are listed for consideration.\nI have also seen concern expressed for the enterprise value to cash from operations (EV/CFO), however, this does not convince me that there is long-term trouble in this area, especially in light of the increase in LFCF.\nData by YCharts\nFinally, the short interest can be a useful tool to determine when the stock has become overvalued. Amazon is again running less than 1% of the float short, which is an indication that the downswing may be short and shallow.\nData by YCharts\nThe short interest is near historic lows, pandemic notwithstanding, and after a brief rise as shares touched $3,700 is again falling. The short interest at this level tells me that while some grumble about the Company's value, few are willing to put their money where their mouth is at this point. I have included the short interest of other stocks discussed below for comparison.\nChart created by author with data from TD Ameritrade.\nCEO Transition & Obstacles Ahead\nJeff Bezos is an extremely savvy executive and likely could see that, post-pandemic, the heavy lifting would begin in earnest. He chose to enjoy his billions and take a rocket into space while on top. I certainly don't blame him. Meanwhile, new CEO Andy Jassy assumes command after 24 years with the Company. While some may see Bezos stepping down as a negative, it can also allow an opportunity for the new CEO with a fresh voice and something to prove. Apple has thrived after the transition from Steve Jobs to Tim Cook and hopefully, this will also be the case at Amazon. His job won't be easy as congress seeks increased regulations on large tech and the labor force presents challenges on multiple fronts. Jassy is largely credited for growing the highly profitable AWS arm of the Company which shows from where management believes much of the future growth is likely to come.\nRisks and Uncertainties\nAs mentioned above, congressional leaders from both parties have expressed concerns with the power of large tech companies and pledged to reign them in. This could negatively affect results and there is the possibility that some large tech companies would be forced to spin-off segments. Spin-offs would not necessarily be detrimental to current shareholders, however, the market despises uncertainty and this could cause the share price to further retreat. On the other hand, congress is full of tough talk and weak action so I am skeptical.\nAlso mentioned above are the labor issues. The workforce becoming unionized could affect profit margins. More generally, the entire labor market is tight at the moment causing shortages of workers and rising wages. Rising wages across the economy will also serve to increase the spending power of consumers which has potential benefits for a company like Amazon.\nThe market wasnot impressedby Q2 2021 earnings and the stock took a substantial hit. This downtrend may continue while investors exercise caution post-Bezos and post-retail reopening, which is why I recommend incremental buying.\nConclusion\nWhen I see a headline on Seeking Alpha that \"Department store stocks rally, while online retailers sell off\", I see an opportunity. This development is remarkably short-sighted and unlikely to last.\nAmazon's Q2 2021 results have caused many investors to take profits and some to claim that the Company's stellar run is over. The numbers, while tempered from the pandemic highs, are still impressive and a growth runway remains in the Company's most profitable segments. The new CEO will face the coming challenges with heaps of LFCF and the stock's valuation has become more favorable to long-term investors. This is not the first time the stock has pulled back from a seemingly weak quarter and in every instance, the correct move for long-term investors is crystal clear.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808284257,"gmtCreate":1627595611279,"gmtModify":1631891901856,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"bay","listText":"bay","text":"bay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808284257","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627572541,"share":"https://www.laohu8.com/m/news/1179174010?lang=zh_CN&edition=full","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>在Elon Musk确认特斯拉AI Day将于8月19日举行后，特斯拉股价飙升逾5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉CEO Elon Musk周四通过推文证实，该公司将于8月19日举办AI Day。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>AI盛会的焦点很可能围绕着特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于beta测试阶段，该公司在SEC文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉方面的专家，以及神经网络专家。</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>Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</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\">\nMusk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-29 23:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>在Elon Musk确认特斯拉AI Day将于8月19日举行后，特斯拉股价飙升逾5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉CEO Elon Musk周四通过推文证实，该公司将于8月19日举办AI Day。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>AI盛会的焦点很可能围绕着特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于beta测试阶段，该公司在SEC文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉方面的专家，以及神经网络专家。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801277115,"gmtCreate":1627521078237,"gmtModify":1631891901859,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801277115","repostId":"1171529765","repostType":4,"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801168921,"gmtCreate":1627488421363,"gmtModify":1631891901861,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583418771305506","idStr":"3583418771305506"},"themes":[],"htmlText":"very good","listText":"very good","text":"very good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801168921","repostId":"1179923360","repostType":4,"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":884077382,"gmtCreate":1631843213146,"gmtModify":1631888948560,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"Ncie","listText":"Ncie","text":"Ncie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884077382","repostId":"1105376345","repostType":4,"repost":{"id":"1105376345","kind":"news","pubTimestamp":1631833833,"share":"https://www.laohu8.com/m/news/1105376345?lang=zh_CN&edition=full","pubTime":"2021-09-17 07:10","market":"us","language":"en","title":"S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105376345","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading afte","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</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>S&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</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; 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\">\nS&P ends modestly lower as rising Treasury yields offset robust retail data<blockquote>美国国债收益率上升抵消了强劲的零售数据，标普小幅收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-17 07:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p><p><blockquote>路透纽约7月20日电——标普500周四小幅收跌，尾盘收窄跌幅，此前意外强劲的零售销售数据突显美国经济复苏的力度。</blockquote></p><p> The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p><p><blockquote>由于美国国债收益率上升给市场领先的科技股带来压力，以及美元上涨给出口商带来压力，三大股指当天大部分时间都处于负值区域。</blockquote></p><p> Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p><p><blockquote>亚马逊公司受到商务部报告中强劲的在线销售的提振，帮助推动纳斯达克进入积极区域。</blockquote></p><p> “Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p><blockquote>北卡罗来纳州夏洛特LPL Financial高级市场策略师瑞安·德特里克(Ryan Detrick)表示：“从今天来看，显然我们收到了来自零售销售的积极消息，而且经济大幅放缓似乎并没有像许多人预期的那样成为现实。”</blockquote></p><p> “It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p><p><blockquote>德特里克补充道：“这是一个很好的提醒，即使在新冠疫情担忧的情况下，经济仍然每后退一步就向前迈出两步。”</blockquote></p><p> Economically sensitive transports and microchips were among the outperformers.</p><p><blockquote>对经济敏感的运输和微芯片是表现优异的股票之一。</blockquote></p><p> Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p><p><blockquote>开盘前公布的数据显示，随着购物者经受住了飓风艾达和新冠德尔塔变异毒株，零售额意外增长，这证明了消费者的韧性，消费者对美国经济增长的贡献约为70%。</blockquote></p><p> “Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p><p><blockquote>德特里克表示：“这再次表明美国消费者继续支出并继续帮助经济增长。”</blockquote></p><p> The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p><p><blockquote>道琼工业指数跌63.07点，或0.18%，报34751.32点；标普500下跌6.95点，跌幅0.16%，报4,473.75点；纳斯达克综合指数上涨20.40点，即0.13%，至15,181.92点。</blockquote></p><p> Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p><p><blockquote>标普500 11大板块中有8个板块收跌，材料板块跌幅最大。</blockquote></p><p> The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p><p><blockquote>非必需消费品支出板块涨幅最大，亚马逊首当其冲。</blockquote></p><p> Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p><p><blockquote>服装公司Gap Inc上涨1.6%。在线市场Etsy Inc和奢侈品配饰公司Tapestry Inc分别上涨3.1%和1.9%。</blockquote></p><p> Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p><p><blockquote>福特汽车公司股价上涨1.4%，此前该公司宣布计划提高F-150电动皮卡车型的产量。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.27比1；在纳斯达克，1.06比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p><p><blockquote>标普500创下9个52周新高和1个新低；纳斯达克综合指数录得82个新高和94个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为93.7亿股，而过去20个交易日的平均成交量为94.4亿股。</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-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376345","content_text":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.\nAmazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.\n“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.\nEconomically sensitive transports and microchips were among the outperformers.\nData released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.\n“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.\nThe Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.\nEight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.\nThe consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.\nApparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.\nFord Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.\nVolume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813912873,"gmtCreate":1630120259292,"gmtModify":1704956261451,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813912873","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891336560,"gmtCreate":1628330743150,"gmtModify":1631888948654,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891336560","repostId":"1157428986","repostType":4,"repost":{"id":"1157428986","kind":"news","pubTimestamp":1628296262,"share":"https://www.laohu8.com/m/news/1157428986?lang=zh_CN&edition=full","pubTime":"2021-08-07 08:31","market":"us","language":"en","title":"US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown<blockquote>美国IPO未来一周：两家银行在年度夏季放缓中试水</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157428986","media":"renaissancecap...","summary":"The IPO market is getting a breather as the August lull continues to set in, with just two banks sch","content":"<p>The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.</p><p><blockquote>随着8月份的平静继续到来，IPO市场正在得到喘息，未来一周只有两家银行计划上市。</blockquote></p><p> Utah-based digital bank&nbsp;<b>FinWise Bancorp</b>(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.</p><p><blockquote>犹他州数字银行<b>FinWise银行</b>(FINW)计划以1.83亿美元的市值筹集5800万美元。FinWise银行向美国各地的消费者和小企业提供贷款并吸收存款。截至2011年3月31日，FinWise Bancorp的总资产为3.3亿美元，贷款总额为2.45亿美元，存款总额为1.89亿美元，股东权益总额为5200万美元。</blockquote></p><p> Alabama bank&nbsp;<b>Southern States Bancshares</b>(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.</p><p><blockquote>阿拉巴马银行<b>南部各州银行股</b>(SSBK)计划以1.74亿美元的市值筹集4000万美元。南方各州银行是一家提供全方位服务的社区银行，通过阿拉巴马州和佐治亚州的15家分行为企业和个人提供服务。截至2011年3月31日，南方各州的总资产为15亿美元，总贷款为11亿美元，总存款为13亿美元，总股东权益为1.45亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8919c8c9b4257f3c84869f14fa89bcab\" tg-width=\"1414\" tg-height=\"356\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown<blockquote>美国IPO未来一周：两家银行在年度夏季放缓中试水</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\">\nUS IPO Week Ahead: 2 banks test the waters amid annual summer slowdown<blockquote>美国IPO未来一周：两家银行在年度夏季放缓中试水</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-08-07 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.</p><p><blockquote>随着8月份的平静继续到来，IPO市场正在得到喘息，未来一周只有两家银行计划上市。</blockquote></p><p> Utah-based digital bank&nbsp;<b>FinWise Bancorp</b>(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.</p><p><blockquote>犹他州数字银行<b>FinWise银行</b>(FINW)计划以1.83亿美元的市值筹集5800万美元。FinWise银行向美国各地的消费者和小企业提供贷款并吸收存款。截至2011年3月31日，FinWise Bancorp的总资产为3.3亿美元，贷款总额为2.45亿美元，存款总额为1.89亿美元，股东权益总额为5200万美元。</blockquote></p><p> Alabama bank&nbsp;<b>Southern States Bancshares</b>(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.</p><p><blockquote>阿拉巴马银行<b>南部各州银行股</b>(SSBK)计划以1.74亿美元的市值筹集4000万美元。南方各州银行是一家提供全方位服务的社区银行，通过阿拉巴马州和佐治亚州的15家分行为企业和个人提供服务。截至2011年3月31日，南方各州的总资产为15亿美元，总贷款为11亿美元，总存款为13亿美元，总股东权益为1.45亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8919c8c9b4257f3c84869f14fa89bcab\" tg-width=\"1414\" tg-height=\"356\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85076/US-IPO-Week-Ahead-2-banks-test-the-waters-amid-annual-summer-slowdown\">renaissancecap...</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":{"FINW":"Finwise Bancorp","SSBK":"Southern States Bancshares, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85076/US-IPO-Week-Ahead-2-banks-test-the-waters-amid-annual-summer-slowdown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157428986","content_text":"The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.\nUtah-based digital bank FinWise Bancorp(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.\nAlabama bank Southern States Bancshares(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.","news_type":1,"symbols_score_info":{"FINW":0.9,"SSBK":0.9}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801160443,"gmtCreate":1627488251782,"gmtModify":1631891901867,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"&nbsp;Nice","listText":"&nbsp;Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801160443","repostId":"1179923360","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815806336,"gmtCreate":1630661914725,"gmtModify":1631888948600,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815806336","repostId":"2164876311","repostType":4,"isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896066020,"gmtCreate":1628541789760,"gmtModify":1631888948636,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896066020","repostId":"1178202513","repostType":4,"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893106893,"gmtCreate":1628242603212,"gmtModify":1631888948662,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893106893","repostId":"2157432677","repostType":4,"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805198201,"gmtCreate":1627864237103,"gmtModify":1631891901850,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805198201","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS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\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","DKNG":"DraftKings Inc.","EA":"艺电","ROKU":"Roku Inc",".DJI":"道琼斯",".SPX":"S&P 500 Index","GE":"GE航空航天","UBER":"优步","GM":"通用汽车","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"EA":0.9,"UBER":0.9,".DJI":0.9,"GE":0.9,"ROKU":0.9,"GM":0.9,"DKNG":0.9,".SPX":0.9,"VIAC":0.9,"BABA":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805193701,"gmtCreate":1627864180103,"gmtModify":1631891901853,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805193701","repostId":"1159609817","repostType":4,"repost":{"id":"1159609817","kind":"news","pubTimestamp":1627864062,"share":"https://www.laohu8.com/m/news/1159609817?lang=zh_CN&edition=full","pubTime":"2021-08-02 08:27","market":"us","language":"en","title":"Amazon's 'Disappointing' Quarterly Results Are A Gift<blockquote>亚马逊“令人失望”的季度业绩是一份礼物</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159609817","media":"seekingalpha","summary":"Summary\n\nDespite what some have characterized as a disappointing quarter, Amazon remains one of the ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Despite what some have&nbsp;characterized as a disappointing quarter, Amazon remains one of the highest quality stocks in the market with a long runway still ahead.</li>  <li>After previous pandemic-fueled results and this year's reopening excitement, the results were bound to retreat at the margin leaving the new CEO with some upcoming heavy lifting.</li>  <li>Despair not! This is an opportunity for long-term investors to accumulate shares incrementally as the stock retreats.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90647e71b9768638673a9e4cdebe9fa\" tg-width=\"1536\" tg-height=\"1050\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>尽管有些人认为这个季度令人失望，但亚马逊仍然是市场上质量最高的股票之一，而且还有很长的路要走。</li><li>在经历了之前大流行推动的业绩和今年重新开放的兴奋之后，业绩注定会小幅回落，让新任首席执行官面临一些即将到来的繁重工作。</li><li>不要绝望！对于长期投资者来说，这是一个随着股票下跌而逐步积累股票的机会。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis:</b></p><p><blockquote><b>投资论文：</b></blockquote></p><p> Amazon (AMZN) (also, \"the Company\" hereafter) reported results that disappointed some who may not have anticipated a retreat from the pandemic-fueled growth rates seen previously. As an investor who is still accumulating chips, I see this as more opportunity than setback and see the stock's retreat as missing the forest for the trees - a market hallmark. The metrics are stronger than many reports indicate and this pullback also acts to keep the stock from going euphoric and decoupling from underlying metrics. Accumulating incrementally during the likely brief downtrend may be the best course of action.</p><p><blockquote>亚马逊（AMZN）（以下简称“公司”）公布的业绩令一些人感到失望，他们可能没有预料到之前大流行推动的增长率会回落。作为一名仍在积累筹码的投资者，我认为这更多的是机会而不是挫折，并认为该股的下跌是只见树木不见森林——这是市场的标志。这些指标比许多报告显示的要强，这种回调也有助于防止该股情绪高涨并与基础指标脱钩。在可能的短暂下跌趋势中逐步积累可能是最好的行动方案。</blockquote></p><p> <b>By The Numbers</b></p><p><blockquote><b>按数字</b></blockquote></p><p> Q2 2021 top-line revenue came in at $113B compared to Q1 2021 $108.5B, a 4% quarterly increase. Revenue was up 27% compared to Q2 2020. EBITDA for Q2 2021 was up a whopping 36% over the same period in 2020, however was down 14% from Q1 2021. However, due to the cyclical nature of retail, I prefer to analyze the data using the trailing twelve months (TTMs) by quarter.</p><p><blockquote>2021年第二季度的营收为$113B，而2021年第一季度为$1085亿B，季度增长4%。与2020年第二季度相比，收入增长了27%。Q2 2021的EBITDA比2020年同期增长了36%，但比Q1 2021下降了14%。然而，由于零售业的周期性，我更喜欢按季度使用过去12个月(TTM)来分析数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1ed6c9704fb13ff3e6023f99bbfef6\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Over the TTMs Amazon generated $443B in revenues and an impressive $59B in EBITDA. While growth certainly slowed from Q1 2021 savvy investors understand that data does not exist in a vacuum and must be put in proper context. Covid created immense growth that was known to be inorganic as many who would typically frequent brick-and-mortar stores shopped from home. Many of these folks will continue to frequent Amazon, while some will return to previous habits. Still, others likely returned to retail upon lifting of restrictions just to leave the house and feel normal and will utilize online retail more once the novelty wears off. The same logic applies to Amazon's digital offerings. For these reasons, Q2 2021 growth was destined to slow from the breakneck pace of the prior periods, however, the Company still managed to grow revenue nearly 6% over the prior TTMs and, as stated above, 4% over Q1 2021 - no small feat. The Delta variant and likely return to restrictions and caution from shoppers will again change the game for the final 2 months of Q3 and likely for Q4 2021. Frankly, and amazingly, I believe we are about to be caught flat-footed against this variant which will be bad for many, but possibly positive for Amazon's sales in Q3 and Q4 2021.</p><p><blockquote>在TTMs期间，亚马逊创造了4430亿美元的收入和令人印象深刻的590亿美元的EBITDA。尽管增长肯定比2021年第一季度有所放缓，但精明的投资者明白，数据并不存在于真空中，必须放在适当的背景下。Covid创造了巨大的增长，众所周知，这种增长是无机的，因为许多通常经常去实体店购物的人会在家购物。这些人中的许多人将继续经常光顾亚马逊，而一些人将恢复以前的习惯。尽管如此，其他人可能会在限制解除后重返零售业，只是为了离开家，感觉正常，一旦新鲜感消失，他们会更多地利用在线零售。同样的逻辑也适用于亚马逊的数字产品。由于这些原因，Q2 2021的增长注定会比之前时期的极快速度放缓，然而，该公司的收入仍然比之前的TTM增长了近6%，如上所述，比Q1 2021增长了4%——这不是一个小壮举。德尔塔变异毒株以及购物者可能回归的限制和谨慎将再次改变第三季度最后两个月以及2021年第四季度的游戏规则。坦率地说，令人惊讶的是，我相信我们即将对这种变体措手不及，这对许多人来说是不利的，但可能对亚马逊2021年第三季度和第四季度的销售是积极的。</blockquote></p><p> The data on a per share basis tells much the same story as above.</p><p><blockquote>每股数据讲述了与上述大致相同的故事。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2579a946b7ba2fabbba19737ce423223\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Revenue growth per share is solid while EBITDA and cash from operations per share have stalled. Many have expressed concern with the decrease in cash flow from operations, however, I prefer to use levered free cash flow (LFCF) as I believe it is a better metric to determine true cash available to shareholders. Cash flow from operations (CFO) is impacted by temporary changes in accounts receivable and accounts payable (changes in working capital), and does not account for capital expenditures (CAPEX) or debt payments. LFCF is a better measure of the cash available once all obligations have been met.</p><p><blockquote>每股收入增长稳健，而EBITDA和每股运营现金却停滞不前。许多人对运营现金流的减少表示担忧，但是，我更喜欢使用杠杆自由现金流（LFCF），因为我相信它是确定股东可用真实现金的更好指标。运营现金流（CFO）受到应收账款和应付账款临时变化（营运资金变化）的影响，不考虑资本支出（CAPEX）或债务支付。LFCF是衡量履行所有义务后可用现金的更好指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1bd80529fd7e9ffd40dd4bc8e8eeb1e\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> The Company's LFCF is down from the Covid holiday boom, but still rose significantly from 2019 results and was still up on a quarterly basis.</p><p><blockquote>该公司的LFCF较新冠疫情假期热潮有所下降，但仍较2019年业绩大幅上升，并且仍按季度增长。</blockquote></p><p> Further, when measuring results, the quality of the earnings can be brought to light by measuring LFCF as a percentage of either net income or EBITDA. I compared Amazon's LFCF/EBITDA to some of the most successful companies, including a lesser-known name, Intuitive Surgical, Inc (ISRG) that, if you are unfamiliar with this company, I encourage you to explore this juggernauthereandhere.</p><p><blockquote>此外，在衡量业绩时，可以通过衡量LFCF占净利润或EBITDA的百分比来揭示收益的质量。我将亚马逊的LFCF/EBITDA与一些最成功的公司进行了比较，包括一个鲜为人知的名字Intuitive Surgical，Inc(ISRG)，如果您不熟悉这家公司，我鼓励您在这里和这里探索这家巨头。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/663cb272a8fcfb13d7585052057e80d9\" tg-width=\"640\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha *Stocks with different fiscal years are as of the closest period*</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表由作者根据Seeking Alpha*不同财政年度的股票截至最近的时期*</span></p></blockquote></p><p> As shown, Amazon has come back to earth a bit from the pandemic heights, however still produces better LFCF/EBITDA consistently more than retail competitor Walmart (WMT), and also Microsoft (MSFT) and NVIDIA (NVDA), while lagging Visa (V), Mastercard (MA), and Apple (AAPL) which generally spend much less on CAPEX. It is also clear why I am so bullish on Intuitive Surgical. For Amazon, it is apparent that the pandemic boost lost steam in Q2 2021, however, the results were still quite positive.</p><p><blockquote>如图所示，亚马逊已经从大流行的高度恢复了一些，但亚马逊的LFCF/EBITDA仍然比零售竞争对手沃尔玛(WMT)、微软(MSFT)和英伟达(NVDA)更好，同时落后于Visa(V)、万事达卡(MA)和苹果(AAPL)的资本支出通常要少得多。我如此看好直觉外科的原因也很清楚。对于亚马逊来说，很明显，疫情的提振在2021年第二季度失去了动力，然而，结果仍然相当积极。</blockquote></p><p> <b>Valuation &amp; Opportunity</b></p><p><blockquote><b>估值与机会</b></blockquote></p><p> While Amazon's quarter was impressive by most standards, it disappointed many who decided to take profits last week.</p><p><blockquote>尽管以大多数标准来看，亚马逊的季度业绩令人印象深刻，但它让许多上周决定获利了结的人感到失望。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4294120fff82efc817695d0fd339b97d\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> For long-term investors, this is not necessarily a negative. If one is still adding money to investment accounts or looking to take profits in other holdings and reallocate funds, the drawback represents an opportunity. I prefer to accumulate incrementally during a downturn rather than trying to call a bottom. How long it continues and how low the stock falls is unknown, however, I believe the downtrend will be short-lived. Another reason not to be rattled by the sell-off last week is that the stock has avoided the dreaded euphoria that likely would have caused the valuation to decouple from results leaving long-term investors in a poor place to add shares. The pullback will allow the fundamentals to catch up to the valuation a bit. Below I have compared Amazon's valuation to some of the outstanding companies above and also added digital rival Netflix (NFLX), Seeking Alpha fan-favorite Palantir (PLTR), and the ever-polarizing Tesla (TSLA) for additional context.</p><p><blockquote>对于长期投资者来说，这不一定是负面的。如果一个人仍在向投资账户添加资金，或者希望在其他持股中获利并重新分配资金，那么缺点就代表着一个机会。我更喜欢在经济低迷时期逐步积累，而不是试图看涨期权触底。持续多久以及股价跌到多低尚不得而知，不过，我相信下跌趋势将是短暂的。不要对上周的抛售感到不安的另一个原因是，该股避免了可怕的兴奋情绪，这种情绪可能会导致估值与业绩脱钩，从而使长期投资者难以增持股票。回调将使基本面稍微赶上估值。下面我将Amazon的估值与上述一些杰出公司进行了比较，并添加了数字竞争对手Netflix(NFLX)、Seeking Alpha粉丝最喜欢的Palantir(PLTR)和日益两极分化的特斯拉(TSLA)以获取更多背景信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/731887f1f1ce0523e160d6d84ab6926d\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Y-charts. FWD revenue growth from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用Y形图中的数据创建的图表。Seeking Alpha带来的FWD收入增长。</span></p></blockquote></p><p> Note that forward revenue growth estimates (YOY) are listed for consideration.</p><p><blockquote>请注意，列出了前瞻性收入增长预测（同比）以供考虑。</blockquote></p><p> I have also seen concern expressed for the enterprise value to cash from operations (EV/CFO), however, this does not convince me that there is long-term trouble in this area, especially in light of the increase in LFCF.</p><p><blockquote>我也看到了对企业运营现金价值（EV/CFO）的担忧，但是，这并不能让我相信这一领域存在长期问题，特别是考虑到LFCF的增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0aae66565cdd74d312dd57dc4427046f\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the short interest can be a useful tool to determine when the stock has become overvalued. Amazon is again running less than 1% of the float short, which is an indication that the downswing may be short and shallow.</p><p><blockquote>最后，空头利息可以成为确定股票何时被高估的有用工具。亚马逊的流通量再次低于1%，这表明下跌可能是短暂而浅的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f017302a7066ca29108962726a968d48\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The short interest is near historic lows, pandemic notwithstanding, and after a brief rise as shares touched $3,700 is again falling. The short interest at this level tells me that while some grumble about the Company's value, few are willing to put their money where their mouth is at this point. I have included the short interest of other stocks discussed below for comparison.</p><p><blockquote>尽管发生了大流行，空头兴趣仍接近历史低点，并且在股价触及3,700美元后短暂上涨后再次下跌。这个水平的空头兴趣告诉我，虽然有些人抱怨公司的价值，但很少有人愿意在这一点上把钱花在他们的嘴上。我已经包括了下面讨论的其他股票的空头利息以进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bad5c8a348a24ddbc7043e6299aa254\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from TD Ameritrade.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用TD Ameritrade的数据创建的图表。</span></p></blockquote></p><p> <b>CEO Transition &amp; Obstacles Ahead</b></p><p><blockquote><b>首席执行官过渡和未来的障碍</b></blockquote></p><p> Jeff Bezos is an extremely savvy executive and likely could see that, post-pandemic, the heavy lifting would begin in earnest. He chose to enjoy his billions and take a rocket into space while on top. I certainly don't blame him. Meanwhile, new CEO Andy Jassy assumes command after 24 years with the Company. While some may see Bezos stepping down as a negative, it can also allow an opportunity for the new CEO with a fresh voice and something to prove. Apple has thrived after the transition from Steve Jobs to Tim Cook and hopefully, this will also be the case at Amazon. His job won't be easy as congress seeks increased regulations on large tech and the labor force presents challenges on multiple fronts. Jassy is largely credited for growing the highly profitable AWS arm of the Company which shows from where management believes much of the future growth is likely to come.</p><p><blockquote>杰夫·贝索斯是一位非常精明的高管，他可能会看到，在大流行之后，繁重的工作将正式开始。他选择享受他的数十亿美元，并在顶端乘坐火箭进入太空。我当然不怪他。与此同时，新任首席执行官安迪·贾西(Andy Jassy)在公司工作了24年后上任。虽然有些人可能认为贝佐斯的辞职是一个负面消息，但这也可以为新任首席执行官提供一个拥有新鲜声音和证明的机会。苹果在从史蒂夫·乔布斯到蒂姆·库克的转变之后蓬勃发展，希望亚马逊也能如此。他的工作并不容易，因为国会寻求加强对大型科技公司的监管，而劳动力在多个方面面临挑战。Jassy在很大程度上因发展了该公司高利润的AWS部门而受到赞誉，这表明管理层认为未来的大部分增长可能来自哪里。</blockquote></p><p> <b>Risks and Uncertainties</b></p><p><blockquote><b>风险及不明朗因素</b></blockquote></p><p></p><p> As mentioned above, congressional leaders from both parties have expressed concerns with the power of large tech companies and pledged to reign them in. This could negatively affect results and there is the possibility that some large tech companies would be forced to spin-off segments. Spin-offs would not necessarily be detrimental to current shareholders, however, the market despises uncertainty and this could cause the share price to further retreat. On the other hand, congress is full of tough talk and weak action so I am skeptical.</p><p><blockquote>如上所述，两党的国会领导人都对大型科技公司的力量表示担忧，并承诺控制它们。这可能会对业绩产生负面影响，一些大型科技公司可能会被迫分拆细分市场。分拆不一定对现有股东不利，但市场鄙视不确定性，这可能会导致股价进一步回落。另一方面，国会充满了强硬的言论和软弱的行动，所以我持怀疑态度。</blockquote></p><p> Also mentioned above are the labor issues. The workforce becoming unionized could affect profit margins. More generally, the entire labor market is tight at the moment causing shortages of workers and rising wages. Rising wages across the economy will also serve to increase the spending power of consumers which has potential benefits for a company like Amazon.</p><p><blockquote>上面还提到了劳工问题。劳动力加入工会可能会影响利润率。更一般地说，目前整个劳动力市场紧张，导致工人短缺和工资上涨。整个经济中工资的上涨也将有助于提高消费者的消费能力，这对亚马逊这样的公司来说有潜在的好处。</blockquote></p><p> The market wasnot impressedby Q2 2021 earnings and the stock took a substantial hit. This downtrend may continue while investors exercise caution post-Bezos and post-retail reopening, which is why I recommend incremental buying.</p><p><blockquote>市场对2021年第二季度的盈利并不满意，该股遭受了重大打击。这种下跌趋势可能会持续下去，而投资者在贝佐斯和零售重新开放后保持谨慎，这就是为什么我建议增量买入。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> When I see a headline on Seeking Alpha that \"Department store stocks rally, while online retailers sell off\", I see an opportunity. This development is remarkably short-sighted and unlikely to last.</p><p><blockquote>当我在Seeking Alpha上看到“百货公司股票上涨，而在线零售商抛售”的标题时，我看到了一个机会。这种发展非常短视，不太可能持续下去。</blockquote></p><p> Amazon's Q2 2021 results have caused many investors to take profits and some to claim that the Company's stellar run is over. The numbers, while tempered from the pandemic highs, are still impressive and a growth runway remains in the Company's most profitable segments. The new CEO will face the coming challenges with heaps of LFCF and the stock's valuation has become more favorable to long-term investors. This is not the first time the stock has pulled back from a seemingly weak quarter and in every instance, the correct move for long-term investors is crystal clear.</p><p><blockquote>亚马逊2021年第二季度的业绩导致许多投资者获利了结，一些投资者声称该公司的辉煌业绩已经结束。这些数字虽然较大流行的高点有所缓和，但仍然令人印象深刻，该公司最赚钱的部门仍有增长跑道。新任首席执行官将面临大量LFCF的挑战，而且该股的估值对长期投资者来说变得更加有利。这并不是该股第一次从看似疲软的季度中回调，在每种情况下，长期投资者的正确举动都是非常明确的。</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>Amazon's 'Disappointing' Quarterly Results Are A Gift<blockquote>亚马逊“令人失望”的季度业绩是一份礼物</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's 'Disappointing' Quarterly Results Are A Gift<blockquote>亚马逊“令人失望”的季度业绩是一份礼物</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-02 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Despite what some have&nbsp;characterized as a disappointing quarter, Amazon remains one of the highest quality stocks in the market with a long runway still ahead.</li>  <li>After previous pandemic-fueled results and this year's reopening excitement, the results were bound to retreat at the margin leaving the new CEO with some upcoming heavy lifting.</li>  <li>Despair not! This is an opportunity for long-term investors to accumulate shares incrementally as the stock retreats.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90647e71b9768638673a9e4cdebe9fa\" tg-width=\"1536\" tg-height=\"1050\" width=\"100%\" height=\"auto\"><span>Spencer Platt/Getty Images News</span></p><p><blockquote><ul><li>尽管有些人认为这个季度令人失望，但亚马逊仍然是市场上质量最高的股票之一，而且还有很长的路要走。</li><li>在经历了之前大流行推动的业绩和今年重新开放的兴奋之后，业绩注定会小幅回落，让新任首席执行官面临一些即将到来的繁重工作。</li><li>不要绝望！对于长期投资者来说，这是一个随着股票下跌而逐步积累股票的机会。</li></ul><p class=\"t-img-caption\"><span>斯宾塞·普拉特/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Investment Thesis:</b></p><p><blockquote><b>投资论文：</b></blockquote></p><p> Amazon (AMZN) (also, \"the Company\" hereafter) reported results that disappointed some who may not have anticipated a retreat from the pandemic-fueled growth rates seen previously. As an investor who is still accumulating chips, I see this as more opportunity than setback and see the stock's retreat as missing the forest for the trees - a market hallmark. The metrics are stronger than many reports indicate and this pullback also acts to keep the stock from going euphoric and decoupling from underlying metrics. Accumulating incrementally during the likely brief downtrend may be the best course of action.</p><p><blockquote>亚马逊（AMZN）（以下简称“公司”）公布的业绩令一些人感到失望，他们可能没有预料到之前大流行推动的增长率会回落。作为一名仍在积累筹码的投资者，我认为这更多的是机会而不是挫折，并认为该股的下跌是只见树木不见森林——这是市场的标志。这些指标比许多报告显示的要强，这种回调也有助于防止该股情绪高涨并与基础指标脱钩。在可能的短暂下跌趋势中逐步积累可能是最好的行动方案。</blockquote></p><p> <b>By The Numbers</b></p><p><blockquote><b>按数字</b></blockquote></p><p> Q2 2021 top-line revenue came in at $113B compared to Q1 2021 $108.5B, a 4% quarterly increase. Revenue was up 27% compared to Q2 2020. EBITDA for Q2 2021 was up a whopping 36% over the same period in 2020, however was down 14% from Q1 2021. However, due to the cyclical nature of retail, I prefer to analyze the data using the trailing twelve months (TTMs) by quarter.</p><p><blockquote>2021年第二季度的营收为$113B，而2021年第一季度为$1085亿B，季度增长4%。与2020年第二季度相比，收入增长了27%。Q2 2021的EBITDA比2020年同期增长了36%，但比Q1 2021下降了14%。然而，由于零售业的周期性，我更喜欢按季度使用过去12个月(TTM)来分析数据。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1ed6c9704fb13ff3e6023f99bbfef6\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Over the TTMs Amazon generated $443B in revenues and an impressive $59B in EBITDA. While growth certainly slowed from Q1 2021 savvy investors understand that data does not exist in a vacuum and must be put in proper context. Covid created immense growth that was known to be inorganic as many who would typically frequent brick-and-mortar stores shopped from home. Many of these folks will continue to frequent Amazon, while some will return to previous habits. Still, others likely returned to retail upon lifting of restrictions just to leave the house and feel normal and will utilize online retail more once the novelty wears off. The same logic applies to Amazon's digital offerings. For these reasons, Q2 2021 growth was destined to slow from the breakneck pace of the prior periods, however, the Company still managed to grow revenue nearly 6% over the prior TTMs and, as stated above, 4% over Q1 2021 - no small feat. The Delta variant and likely return to restrictions and caution from shoppers will again change the game for the final 2 months of Q3 and likely for Q4 2021. Frankly, and amazingly, I believe we are about to be caught flat-footed against this variant which will be bad for many, but possibly positive for Amazon's sales in Q3 and Q4 2021.</p><p><blockquote>在TTMs期间，亚马逊创造了4430亿美元的收入和令人印象深刻的590亿美元的EBITDA。尽管增长肯定比2021年第一季度有所放缓，但精明的投资者明白，数据并不存在于真空中，必须放在适当的背景下。Covid创造了巨大的增长，众所周知，这种增长是无机的，因为许多通常经常去实体店购物的人会在家购物。这些人中的许多人将继续经常光顾亚马逊，而一些人将恢复以前的习惯。尽管如此，其他人可能会在限制解除后重返零售业，只是为了离开家，感觉正常，一旦新鲜感消失，他们会更多地利用在线零售。同样的逻辑也适用于亚马逊的数字产品。由于这些原因，Q2 2021的增长注定会比之前时期的极快速度放缓，然而，该公司的收入仍然比之前的TTM增长了近6%，如上所述，比Q1 2021增长了4%——这不是一个小壮举。德尔塔变异毒株以及购物者可能回归的限制和谨慎将再次改变第三季度最后两个月以及2021年第四季度的游戏规则。坦率地说，令人惊讶的是，我相信我们即将对这种变体措手不及，这对许多人来说是不利的，但可能对亚马逊2021年第三季度和第四季度的销售是积极的。</blockquote></p><p> The data on a per share basis tells much the same story as above.</p><p><blockquote>每股数据讲述了与上述大致相同的故事。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2579a946b7ba2fabbba19737ce423223\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表。</span></p></blockquote></p><p> Revenue growth per share is solid while EBITDA and cash from operations per share have stalled. Many have expressed concern with the decrease in cash flow from operations, however, I prefer to use levered free cash flow (LFCF) as I believe it is a better metric to determine true cash available to shareholders. Cash flow from operations (CFO) is impacted by temporary changes in accounts receivable and accounts payable (changes in working capital), and does not account for capital expenditures (CAPEX) or debt payments. LFCF is a better measure of the cash available once all obligations have been met.</p><p><blockquote>每股收入增长稳健，而EBITDA和每股运营现金却停滞不前。许多人对运营现金流的减少表示担忧，但是，我更喜欢使用杠杆自由现金流（LFCF），因为我相信它是确定股东可用真实现金的更好指标。运营现金流（CFO）受到应收账款和应付账款临时变化（营运资金变化）的影响，不考虑资本支出（CAPEX）或债务支付。LFCF是衡量履行所有义务后可用现金的更好指标。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1bd80529fd7e9ffd40dd4bc8e8eeb1e\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用Seeking Alpha的数据创建的图表</span></p></blockquote></p><p> The Company's LFCF is down from the Covid holiday boom, but still rose significantly from 2019 results and was still up on a quarterly basis.</p><p><blockquote>该公司的LFCF较新冠疫情假期热潮有所下降，但仍较2019年业绩大幅上升，并且仍按季度增长。</blockquote></p><p> Further, when measuring results, the quality of the earnings can be brought to light by measuring LFCF as a percentage of either net income or EBITDA. I compared Amazon's LFCF/EBITDA to some of the most successful companies, including a lesser-known name, Intuitive Surgical, Inc (ISRG) that, if you are unfamiliar with this company, I encourage you to explore this juggernauthereandhere.</p><p><blockquote>此外，在衡量业绩时，可以通过衡量LFCF占净利润或EBITDA的百分比来揭示收益的质量。我将亚马逊的LFCF/EBITDA与一些最成功的公司进行了比较，包括一个鲜为人知的名字Intuitive Surgical，Inc(ISRG)，如果您不熟悉这家公司，我鼓励您在这里和这里探索这家巨头。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/663cb272a8fcfb13d7585052057e80d9\" tg-width=\"640\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Seeking Alpha *Stocks with different fiscal years are as of the closest period*</span></p><p><blockquote><p class=\"t-img-caption\"><span>图表由作者根据Seeking Alpha*不同财政年度的股票截至最近的时期*</span></p></blockquote></p><p> As shown, Amazon has come back to earth a bit from the pandemic heights, however still produces better LFCF/EBITDA consistently more than retail competitor Walmart (WMT), and also Microsoft (MSFT) and NVIDIA (NVDA), while lagging Visa (V), Mastercard (MA), and Apple (AAPL) which generally spend much less on CAPEX. It is also clear why I am so bullish on Intuitive Surgical. For Amazon, it is apparent that the pandemic boost lost steam in Q2 2021, however, the results were still quite positive.</p><p><blockquote>如图所示，亚马逊已经从大流行的高度恢复了一些，但亚马逊的LFCF/EBITDA仍然比零售竞争对手沃尔玛(WMT)、微软(MSFT)和英伟达(NVDA)更好，同时落后于Visa(V)、万事达卡(MA)和苹果(AAPL)的资本支出通常要少得多。我如此看好直觉外科的原因也很清楚。对于亚马逊来说，很明显，疫情的提振在2021年第二季度失去了动力，然而，结果仍然相当积极。</blockquote></p><p> <b>Valuation &amp; Opportunity</b></p><p><blockquote><b>估值与机会</b></blockquote></p><p> While Amazon's quarter was impressive by most standards, it disappointed many who decided to take profits last week.</p><p><blockquote>尽管以大多数标准来看，亚马逊的季度业绩令人印象深刻，但它让许多上周决定获利了结的人感到失望。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4294120fff82efc817695d0fd339b97d\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> For long-term investors, this is not necessarily a negative. If one is still adding money to investment accounts or looking to take profits in other holdings and reallocate funds, the drawback represents an opportunity. I prefer to accumulate incrementally during a downturn rather than trying to call a bottom. How long it continues and how low the stock falls is unknown, however, I believe the downtrend will be short-lived. Another reason not to be rattled by the sell-off last week is that the stock has avoided the dreaded euphoria that likely would have caused the valuation to decouple from results leaving long-term investors in a poor place to add shares. The pullback will allow the fundamentals to catch up to the valuation a bit. Below I have compared Amazon's valuation to some of the outstanding companies above and also added digital rival Netflix (NFLX), Seeking Alpha fan-favorite Palantir (PLTR), and the ever-polarizing Tesla (TSLA) for additional context.</p><p><blockquote>对于长期投资者来说，这不一定是负面的。如果一个人仍在向投资账户添加资金，或者希望在其他持股中获利并重新分配资金，那么缺点就代表着一个机会。我更喜欢在经济低迷时期逐步积累，而不是试图看涨期权触底。持续多久以及股价跌到多低尚不得而知，不过，我相信下跌趋势将是短暂的。不要对上周的抛售感到不安的另一个原因是，该股避免了可怕的兴奋情绪，这种情绪可能会导致估值与业绩脱钩，从而使长期投资者难以增持股票。回调将使基本面稍微赶上估值。下面我将Amazon的估值与上述一些杰出公司进行了比较，并添加了数字竞争对手Netflix(NFLX)、Seeking Alpha粉丝最喜欢的Palantir(PLTR)和日益两极分化的特斯拉(TSLA)以获取更多背景信息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/731887f1f1ce0523e160d6d84ab6926d\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from Y-charts. FWD revenue growth from Seeking Alpha.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用Y形图中的数据创建的图表。Seeking Alpha带来的FWD收入增长。</span></p></blockquote></p><p> Note that forward revenue growth estimates (YOY) are listed for consideration.</p><p><blockquote>请注意，列出了前瞻性收入增长预测（同比）以供考虑。</blockquote></p><p> I have also seen concern expressed for the enterprise value to cash from operations (EV/CFO), however, this does not convince me that there is long-term trouble in this area, especially in light of the increase in LFCF.</p><p><blockquote>我也看到了对企业运营现金价值（EV/CFO）的担忧，但是，这并不能让我相信这一领域存在长期问题，特别是考虑到LFCF的增加。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0aae66565cdd74d312dd57dc4427046f\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Finally, the short interest can be a useful tool to determine when the stock has become overvalued. Amazon is again running less than 1% of the float short, which is an indication that the downswing may be short and shallow.</p><p><blockquote>最后，空头利息可以成为确定股票何时被高估的有用工具。亚马逊的流通量再次低于1%，这表明下跌可能是短暂而浅的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f017302a7066ca29108962726a968d48\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> The short interest is near historic lows, pandemic notwithstanding, and after a brief rise as shares touched $3,700 is again falling. The short interest at this level tells me that while some grumble about the Company's value, few are willing to put their money where their mouth is at this point. I have included the short interest of other stocks discussed below for comparison.</p><p><blockquote>尽管发生了大流行，空头兴趣仍接近历史低点，并且在股价触及3,700美元后短暂上涨后再次下跌。这个水平的空头兴趣告诉我，虽然有些人抱怨公司的价值，但很少有人愿意在这一点上把钱花在他们的嘴上。我已经包括了下面讨论的其他股票的空头利息以进行比较。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bad5c8a348a24ddbc7043e6299aa254\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Chart created by author with data from TD Ameritrade.</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者用TD Ameritrade的数据创建的图表。</span></p></blockquote></p><p> <b>CEO Transition &amp; Obstacles Ahead</b></p><p><blockquote><b>首席执行官过渡和未来的障碍</b></blockquote></p><p> Jeff Bezos is an extremely savvy executive and likely could see that, post-pandemic, the heavy lifting would begin in earnest. He chose to enjoy his billions and take a rocket into space while on top. I certainly don't blame him. Meanwhile, new CEO Andy Jassy assumes command after 24 years with the Company. While some may see Bezos stepping down as a negative, it can also allow an opportunity for the new CEO with a fresh voice and something to prove. Apple has thrived after the transition from Steve Jobs to Tim Cook and hopefully, this will also be the case at Amazon. His job won't be easy as congress seeks increased regulations on large tech and the labor force presents challenges on multiple fronts. Jassy is largely credited for growing the highly profitable AWS arm of the Company which shows from where management believes much of the future growth is likely to come.</p><p><blockquote>杰夫·贝索斯是一位非常精明的高管，他可能会看到，在大流行之后，繁重的工作将正式开始。他选择享受他的数十亿美元，并在顶端乘坐火箭进入太空。我当然不怪他。与此同时，新任首席执行官安迪·贾西(Andy Jassy)在公司工作了24年后上任。虽然有些人可能认为贝佐斯的辞职是一个负面消息，但这也可以为新任首席执行官提供一个拥有新鲜声音和证明的机会。苹果在从史蒂夫·乔布斯到蒂姆·库克的转变之后蓬勃发展，希望亚马逊也能如此。他的工作并不容易，因为国会寻求加强对大型科技公司的监管，而劳动力在多个方面面临挑战。Jassy在很大程度上因发展了该公司高利润的AWS部门而受到赞誉，这表明管理层认为未来的大部分增长可能来自哪里。</blockquote></p><p> <b>Risks and Uncertainties</b></p><p><blockquote><b>风险及不明朗因素</b></blockquote></p><p></p><p> As mentioned above, congressional leaders from both parties have expressed concerns with the power of large tech companies and pledged to reign them in. This could negatively affect results and there is the possibility that some large tech companies would be forced to spin-off segments. Spin-offs would not necessarily be detrimental to current shareholders, however, the market despises uncertainty and this could cause the share price to further retreat. On the other hand, congress is full of tough talk and weak action so I am skeptical.</p><p><blockquote>如上所述，两党的国会领导人都对大型科技公司的力量表示担忧，并承诺控制它们。这可能会对业绩产生负面影响，一些大型科技公司可能会被迫分拆细分市场。分拆不一定对现有股东不利，但市场鄙视不确定性，这可能会导致股价进一步回落。另一方面，国会充满了强硬的言论和软弱的行动，所以我持怀疑态度。</blockquote></p><p> Also mentioned above are the labor issues. The workforce becoming unionized could affect profit margins. More generally, the entire labor market is tight at the moment causing shortages of workers and rising wages. Rising wages across the economy will also serve to increase the spending power of consumers which has potential benefits for a company like Amazon.</p><p><blockquote>上面还提到了劳工问题。劳动力加入工会可能会影响利润率。更一般地说，目前整个劳动力市场紧张，导致工人短缺和工资上涨。整个经济中工资的上涨也将有助于提高消费者的消费能力，这对亚马逊这样的公司来说有潜在的好处。</blockquote></p><p> The market wasnot impressedby Q2 2021 earnings and the stock took a substantial hit. This downtrend may continue while investors exercise caution post-Bezos and post-retail reopening, which is why I recommend incremental buying.</p><p><blockquote>市场对2021年第二季度的盈利并不满意，该股遭受了重大打击。这种下跌趋势可能会持续下去，而投资者在贝佐斯和零售重新开放后保持谨慎，这就是为什么我建议增量买入。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> When I see a headline on Seeking Alpha that \"Department store stocks rally, while online retailers sell off\", I see an opportunity. This development is remarkably short-sighted and unlikely to last.</p><p><blockquote>当我在Seeking Alpha上看到“百货公司股票上涨，而在线零售商抛售”的标题时，我看到了一个机会。这种发展非常短视，不太可能持续下去。</blockquote></p><p> Amazon's Q2 2021 results have caused many investors to take profits and some to claim that the Company's stellar run is over. The numbers, while tempered from the pandemic highs, are still impressive and a growth runway remains in the Company's most profitable segments. The new CEO will face the coming challenges with heaps of LFCF and the stock's valuation has become more favorable to long-term investors. This is not the first time the stock has pulled back from a seemingly weak quarter and in every instance, the correct move for long-term investors is crystal clear.</p><p><blockquote>亚马逊2021年第二季度的业绩导致许多投资者获利了结，一些投资者声称该公司的辉煌业绩已经结束。这些数字虽然较大流行的高点有所缓和，但仍然令人印象深刻，该公司最赚钱的部门仍有增长跑道。新任首席执行官将面临大量LFCF的挑战，而且该股的估值对长期投资者来说变得更加有利。这并不是该股第一次从看似疲软的季度中回调，在每种情况下，长期投资者的正确举动都是非常明确的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4443869-amazons-disappointing-quarterly-results-are-a-gift\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4443869-amazons-disappointing-quarterly-results-are-a-gift","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159609817","content_text":"Summary\n\nDespite what some have characterized as a disappointing quarter, Amazon remains one of the highest quality stocks in the market with a long runway still ahead.\nAfter previous pandemic-fueled results and this year's reopening excitement, the results were bound to retreat at the margin leaving the new CEO with some upcoming heavy lifting.\nDespair not! This is an opportunity for long-term investors to accumulate shares incrementally as the stock retreats.\n\nSpencer Platt/Getty Images News\nInvestment Thesis:\nAmazon (AMZN) (also, \"the Company\" hereafter) reported results that disappointed some who may not have anticipated a retreat from the pandemic-fueled growth rates seen previously. As an investor who is still accumulating chips, I see this as more opportunity than setback and see the stock's retreat as missing the forest for the trees - a market hallmark. The metrics are stronger than many reports indicate and this pullback also acts to keep the stock from going euphoric and decoupling from underlying metrics. Accumulating incrementally during the likely brief downtrend may be the best course of action.\nBy The Numbers\nQ2 2021 top-line revenue came in at $113B compared to Q1 2021 $108.5B, a 4% quarterly increase. Revenue was up 27% compared to Q2 2020. EBITDA for Q2 2021 was up a whopping 36% over the same period in 2020, however was down 14% from Q1 2021. However, due to the cyclical nature of retail, I prefer to analyze the data using the trailing twelve months (TTMs) by quarter.\nChart created by author with data from Seeking Alpha.\nOver the TTMs Amazon generated $443B in revenues and an impressive $59B in EBITDA. While growth certainly slowed from Q1 2021 savvy investors understand that data does not exist in a vacuum and must be put in proper context. Covid created immense growth that was known to be inorganic as many who would typically frequent brick-and-mortar stores shopped from home. Many of these folks will continue to frequent Amazon, while some will return to previous habits. Still, others likely returned to retail upon lifting of restrictions just to leave the house and feel normal and will utilize online retail more once the novelty wears off. The same logic applies to Amazon's digital offerings. For these reasons, Q2 2021 growth was destined to slow from the breakneck pace of the prior periods, however, the Company still managed to grow revenue nearly 6% over the prior TTMs and, as stated above, 4% over Q1 2021 - no small feat. The Delta variant and likely return to restrictions and caution from shoppers will again change the game for the final 2 months of Q3 and likely for Q4 2021. Frankly, and amazingly, I believe we are about to be caught flat-footed against this variant which will be bad for many, but possibly positive for Amazon's sales in Q3 and Q4 2021.\nThe data on a per share basis tells much the same story as above.\nChart created by author with data from Seeking Alpha.\nRevenue growth per share is solid while EBITDA and cash from operations per share have stalled. Many have expressed concern with the decrease in cash flow from operations, however, I prefer to use levered free cash flow (LFCF) as I believe it is a better metric to determine true cash available to shareholders. Cash flow from operations (CFO) is impacted by temporary changes in accounts receivable and accounts payable (changes in working capital), and does not account for capital expenditures (CAPEX) or debt payments. LFCF is a better measure of the cash available once all obligations have been met.\nChart created by author with data from Seeking Alpha\nThe Company's LFCF is down from the Covid holiday boom, but still rose significantly from 2019 results and was still up on a quarterly basis.\nFurther, when measuring results, the quality of the earnings can be brought to light by measuring LFCF as a percentage of either net income or EBITDA. I compared Amazon's LFCF/EBITDA to some of the most successful companies, including a lesser-known name, Intuitive Surgical, Inc (ISRG) that, if you are unfamiliar with this company, I encourage you to explore this juggernauthereandhere.\nChart created by author with data from Seeking Alpha *Stocks with different fiscal years are as of the closest period*\nAs shown, Amazon has come back to earth a bit from the pandemic heights, however still produces better LFCF/EBITDA consistently more than retail competitor Walmart (WMT), and also Microsoft (MSFT) and NVIDIA (NVDA), while lagging Visa (V), Mastercard (MA), and Apple (AAPL) which generally spend much less on CAPEX. It is also clear why I am so bullish on Intuitive Surgical. For Amazon, it is apparent that the pandemic boost lost steam in Q2 2021, however, the results were still quite positive.\nValuation & Opportunity\nWhile Amazon's quarter was impressive by most standards, it disappointed many who decided to take profits last week.\nData by YCharts\nFor long-term investors, this is not necessarily a negative. If one is still adding money to investment accounts or looking to take profits in other holdings and reallocate funds, the drawback represents an opportunity. I prefer to accumulate incrementally during a downturn rather than trying to call a bottom. How long it continues and how low the stock falls is unknown, however, I believe the downtrend will be short-lived. Another reason not to be rattled by the sell-off last week is that the stock has avoided the dreaded euphoria that likely would have caused the valuation to decouple from results leaving long-term investors in a poor place to add shares. The pullback will allow the fundamentals to catch up to the valuation a bit. Below I have compared Amazon's valuation to some of the outstanding companies above and also added digital rival Netflix (NFLX), Seeking Alpha fan-favorite Palantir (PLTR), and the ever-polarizing Tesla (TSLA) for additional context.\nChart created by author with data from Y-charts. FWD revenue growth from Seeking Alpha.\nNote that forward revenue growth estimates (YOY) are listed for consideration.\nI have also seen concern expressed for the enterprise value to cash from operations (EV/CFO), however, this does not convince me that there is long-term trouble in this area, especially in light of the increase in LFCF.\nData by YCharts\nFinally, the short interest can be a useful tool to determine when the stock has become overvalued. Amazon is again running less than 1% of the float short, which is an indication that the downswing may be short and shallow.\nData by YCharts\nThe short interest is near historic lows, pandemic notwithstanding, and after a brief rise as shares touched $3,700 is again falling. The short interest at this level tells me that while some grumble about the Company's value, few are willing to put their money where their mouth is at this point. I have included the short interest of other stocks discussed below for comparison.\nChart created by author with data from TD Ameritrade.\nCEO Transition & Obstacles Ahead\nJeff Bezos is an extremely savvy executive and likely could see that, post-pandemic, the heavy lifting would begin in earnest. He chose to enjoy his billions and take a rocket into space while on top. I certainly don't blame him. Meanwhile, new CEO Andy Jassy assumes command after 24 years with the Company. While some may see Bezos stepping down as a negative, it can also allow an opportunity for the new CEO with a fresh voice and something to prove. Apple has thrived after the transition from Steve Jobs to Tim Cook and hopefully, this will also be the case at Amazon. His job won't be easy as congress seeks increased regulations on large tech and the labor force presents challenges on multiple fronts. Jassy is largely credited for growing the highly profitable AWS arm of the Company which shows from where management believes much of the future growth is likely to come.\nRisks and Uncertainties\nAs mentioned above, congressional leaders from both parties have expressed concerns with the power of large tech companies and pledged to reign them in. This could negatively affect results and there is the possibility that some large tech companies would be forced to spin-off segments. Spin-offs would not necessarily be detrimental to current shareholders, however, the market despises uncertainty and this could cause the share price to further retreat. On the other hand, congress is full of tough talk and weak action so I am skeptical.\nAlso mentioned above are the labor issues. The workforce becoming unionized could affect profit margins. More generally, the entire labor market is tight at the moment causing shortages of workers and rising wages. Rising wages across the economy will also serve to increase the spending power of consumers which has potential benefits for a company like Amazon.\nThe market wasnot impressedby Q2 2021 earnings and the stock took a substantial hit. This downtrend may continue while investors exercise caution post-Bezos and post-retail reopening, which is why I recommend incremental buying.\nConclusion\nWhen I see a headline on Seeking Alpha that \"Department store stocks rally, while online retailers sell off\", I see an opportunity. This development is remarkably short-sighted and unlikely to last.\nAmazon's Q2 2021 results have caused many investors to take profits and some to claim that the Company's stellar run is over. The numbers, while tempered from the pandemic highs, are still impressive and a growth runway remains in the Company's most profitable segments. The new CEO will face the coming challenges with heaps of LFCF and the stock's valuation has become more favorable to long-term investors. This is not the first time the stock has pulled back from a seemingly weak quarter and in every instance, the correct move for long-term investors is crystal clear.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179938499,"gmtCreate":1626480849911,"gmtModify":1631891901875,"author":{"id":"3583418771305506","authorId":"3583418771305506","name":"Jaspyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583418771305506","authorIdStr":"3583418771305506"},"themes":[],"htmlText":"D","listText":"D","text":"D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179938499","repostId":"1169536573","repostType":4,"repost":{"id":"1169536573","kind":"news","pubTimestamp":1626448731,"share":"https://www.laohu8.com/m/news/1169536573?lang=zh_CN&edition=full","pubTime":"2021-07-16 23:18","market":"us","language":"en","title":"Coupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa股价扩大跌幅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169536573","media":"Thestreet","summary":"Coupa Software traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.Analysts honed in on the more conservative outlook provided by Coupa's management team as the lik","content":"<p>Coupa Software(<b>COUP</b>)&nbsp;traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.</p><p><blockquote>Coupa软件（<b>COUP</b>）周五连续第二天走低，延续了周四近10%的跌幅，分析师在经历了令人失望的分析师日活动后重新评估了对这家财务管理软件公司的前景。</blockquote></p><p> Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.</p><p><blockquote>Coupa周四举办了虚拟分析师日，该平台提供商分享了有关其Coupa Pay服务的更多细节，并提供了有关其长期前景的最新信息。</blockquote></p><p> Analysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.</p><p><blockquote>分析师们认为Coupa管理团队提供的更为保守的前景可能是周四抛售背后的原因，但他们普遍对该公司的长期前景持乐观态度，Piper Sandler是少数几家下调一年股价的华尔街投资公司之一。价格目标。</blockquote></p><p> Piper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.</p><p><blockquote>Piper Sandler分析师还关注了Coupa Pay缺乏进展的问题，并指出“……考虑到继续众所周知的节拍和提高节奏所需的必要保守主义，这种设置总是不太理想。”他们维持对该股的跑赢大盘评级，但将目标价从300美元下调至295美元。</blockquote></p><p> Truist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.</p><p><blockquote>Truist Securities稍微乐观一些，尽管承认投资者“可能会对他们从Coupa Pay的附加利率角度听到的消息感到失望，或者可能会对Coupa Pay真正发挥作用可能需要多年时间线感到失望。”他们维持买入评级和326美元的目标价。</blockquote></p><p> Barclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.</p><p><blockquote>巴克莱分析师指出，虽然Coupa无法满足“华尔街对其Coupa Pay服务的极高期望”，但它仍保持积极的前景。该投资银行维持该股等权重评级，一年目标价为250美元。</blockquote></p><p> Coupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth.&nbsp;A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.</p><p><blockquote>上个月，Coupa股价暴跌，此前该公司提供了一份不温不火的预测，引发了人们对其账单增长速度的质疑。当时，许多分析师下调了这家总部位于加州圣马特奥的公司的目标价，尽管该公司公布了意外的利润和好于预期的收入预测。</blockquote></p><p> At last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.</p><p><blockquote>据上次检查，Coupa股价下跌2.24%，至221.04美元。该股今年迄今已下跌32.7%。</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>Coupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa股价扩大跌幅</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; 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}\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\">\nCoupa Shares Extend Losses After Post-Analyst Day Selloff<blockquote>分析师日抛售后，Coupa股价扩大跌幅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-16 23:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Coupa Software(<b>COUP</b>)&nbsp;traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.</p><p><blockquote>Coupa软件（<b>COUP</b>）周五连续第二天走低，延续了周四近10%的跌幅，分析师在经历了令人失望的分析师日活动后重新评估了对这家财务管理软件公司的前景。</blockquote></p><p> Coupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.</p><p><blockquote>Coupa周四举办了虚拟分析师日，该平台提供商分享了有关其Coupa Pay服务的更多细节，并提供了有关其长期前景的最新信息。</blockquote></p><p> Analysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.</p><p><blockquote>分析师们认为Coupa管理团队提供的更为保守的前景可能是周四抛售背后的原因，但他们普遍对该公司的长期前景持乐观态度，Piper Sandler是少数几家下调一年股价的华尔街投资公司之一。价格目标。</blockquote></p><p> Piper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.</p><p><blockquote>Piper Sandler分析师还关注了Coupa Pay缺乏进展的问题，并指出“……考虑到继续众所周知的节拍和提高节奏所需的必要保守主义，这种设置总是不太理想。”他们维持对该股的跑赢大盘评级，但将目标价从300美元下调至295美元。</blockquote></p><p> Truist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.</p><p><blockquote>Truist Securities稍微乐观一些，尽管承认投资者“可能会对他们从Coupa Pay的附加利率角度听到的消息感到失望，或者可能会对Coupa Pay真正发挥作用可能需要多年时间线感到失望。”他们维持买入评级和326美元的目标价。</blockquote></p><p> Barclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.</p><p><blockquote>巴克莱分析师指出，虽然Coupa无法满足“华尔街对其Coupa Pay服务的极高期望”，但它仍保持积极的前景。该投资银行维持该股等权重评级，一年目标价为250美元。</blockquote></p><p> Coupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth.&nbsp;A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.</p><p><blockquote>上个月，Coupa股价暴跌，此前该公司提供了一份不温不火的预测，引发了人们对其账单增长速度的质疑。当时，许多分析师下调了这家总部位于加州圣马特奥的公司的目标价，尽管该公司公布了意外的利润和好于预期的收入预测。</blockquote></p><p> At last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.</p><p><blockquote>据上次检查，Coupa股价下跌2.24%，至221.04美元。该股今年迄今已下跌32.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/coupa-software-coup-rebound-selloff-analysts\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COUP":"Coupa Software Inc"},"source_url":"https://www.thestreet.com/investing/coupa-software-coup-rebound-selloff-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169536573","content_text":"Coupa Software(COUP) traded lower for a second day Friday, extending Thursday's near 10% loss, as analysts reassessed their outlooks for the financial management software company following a disappointing analyst day event.\nCoupa hosted a virtual analyst day on Thursday, when the platform provider shared additional detail about its Coupa Pay service, and also provided an update on its longer-term prospects.\nAnalysts honed in on the more conservative outlook provided by Coupa's management team as the likely reason behind Thursday's selloff, though were generally sanguine about the company's longer-term prospects, with Piper Sandler one of the the few Wall Street investment firms to lower its one-year price target.\nPiper Sandler analysts also focused on lack of progress with Coupa Pay, noting that “… considering the necessary conservatism that is needed to continue the well-known beat and raise cadence, the set-up was always less than ideal.” They held their overweight rating on the stock though lowered their price target to $295 from $300.\nTruist Securities was slightly more upbeat, though admitted investors “could have been disappointed by either what they heard from an attach rate perspective on Coupa Pay or potentially were disappointed that it’s likely a multi-year time line before Coupa Pay really moves the needle.” They held their buy rating and price target of $326.\nBarclays analysts noted that while Coupa couldn’t meet “the very high expectations from the Street” for its Coupa Pay service it is maintaining its positive outlook. The investment bank held its equal weight rating on the shares and one-year price target of $250.\nCoupa shares plunged last monthafter the companyprovided a tepid forecastthat raised questions about its pace of billings growth. A number of analysts cut their price targets on the San Mateo, Calif., based company at the time, even after it reported a surprise profit and better-than-expected revenue forecasts.\nAt last check, Coupa shares were down 2.24% at $221.04. The stock has fallen 32.7% year to date.","news_type":1,"symbols_score_info":{"COUP":0.9}},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}