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CHkoh

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2021-11-01

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Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>

2021-12-29

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2021-09-23

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2021-08-20

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Cathie Wood: 'We couldn't be further away from a bubble'<blockquote>凯西·伍德：“我们离泡沫再远不过了”</blockquote>

2021-07-01

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The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.<blockquote>标普500取得了自互联网泡沫以来第二好的上半年成绩。接下来会发生什么。</blockquote>

2021-12-25

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2021-12-18

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2021-10-25

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2021-09-28

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Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电：基本面持续强劲，逢低买入机会</blockquote>

2021-08-31

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pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692609254","repostId":"1192004334","repostType":4,"repost":{"id":"1192004334","kind":"news","pubTimestamp":1640921407,"share":"https://www.laohu8.com/m/news/1192004334?lang=zh_CN&edition=full","pubTime":"2021-12-31 11:30","market":"us","language":"en","title":"The 2 Most Surprising Stock Winners of 2021<blockquote>2021年最令人惊讶的2只股票赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192004334","media":"Motley Fool","summary":"There were plenty of success stories in 2021 for stock investors. 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Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneer<b>Tesla</b>(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.</p><p><blockquote>福特带着一些积极的势头进入2021年，从2013年至2020年3月该股股价下跌约三分之二的七年暴跌中恢复过来。许多人担心这家传统汽车制造商已经落后于电动汽车(EV)先驱<b>特斯拉</b>（纳斯达克：TSLA）已经建立了多年的领先地位，而福特和许多同行在电动汽车开发方面远远落后。</blockquote></p><p>Yet Ford&#39;s rebound came from a host of factors. Notably, the automaker&#39;s conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.</p><p><blockquote>然而福特的反弹来自多种因素。值得注意的是，该汽车制造商的传统化石燃料动力汽车车队需求巨大，福特在解决供应链问题和汽车半导体芯片短缺方面做得很好，以利用并提高其汽车总销量。商业需求尤其强劲，SUV等高利润类别为福特提供了良好的服务。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0da7d9349fb813b52381952d8b21c5d8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150闪电电动汽车。图片来源：福特。</span></p></blockquote></p><p>Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.</p><p><blockquote>从长远来看，福特让投资者相信其现代化努力能够取得成功。其计划中不可或缺的一部分将是F-150 Lightning电动皮卡，该车将于明年初推出。但福特甚至看到了其现有全电动和混合动力汽车系列的需求，尤其是野马Mach-E跨界SUV。</blockquote></p><p>Ford investors have waited a long time for a rebound, and even after this year&#39;s 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.</p><p><blockquote>福特投资者等待反弹已久，即使在今年上涨134%之后，该股仍较1998年的高点下跌了近35%。尽管如此，这家汽车制造商证明了它可以在不断变化的世界中竞争，这对其2022年的前景来说是个好兆头。</blockquote></p><p><b>Banking on big gains</b></p><p><blockquote><b>指望获得巨大收益</b></blockquote></p><p>Also rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank&#39;s potential to cash in on the hot cryptocurrency space.</p><p><blockquote>Signature Bank在2021年也大幅上涨，上涨了137%。由于整个金融业经历了一些挣扎，许多投资者没有看到这家总部位于纽约的银行在热门的加密货币领域获利的潜力。</blockquote></p><p>Signature&#39;s primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that&#39;s especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.</p><p><blockquote>Signature的主要区别因素是其Signet实时支付处理平台。利用区块链的力量，Signet以一种特别方便的方式促进即时交易，对于24/7/3 65交易数字资产的加密投资者来说。要使用Signet，客户必须通过Signature存入资金，这帮助该银行以非常低的资本成本大幅增加其资产。</blockquote></p><p>The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that&#39;s helped create record earnings for Signature. The crypto trend isn&#39;t guaranteed to continue in 2022, but even if the most popular digital assets don&#39;t continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.</p><p><blockquote>加密领域的强劲表现重新唤醒了人们对数字资产交易背后的金融基础设施的兴趣，这帮助Signature创造了创纪录的收益。加密趋势不能保证在2022年继续下去，但即使最受欢迎的数字资产没有继续看涨走势，Signature仍然准备利用更广泛的加密领域的创新，无论它来自哪里。这可能有助于在来年进一步提振股价。</blockquote></p><p></body></html></p><p><blockquote></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>The 2 Most Surprising Stock Winners of 2021<blockquote>2021年最令人惊讶的2只股票赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 2 Most Surprising Stock Winners of 2021<blockquote>2021年最令人惊讶的2只股票赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-31 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020&#39;s roaring rebound from the coronavirus bear market might have gone too far too fast. Yet among individual stocks that posted big gains during 2021, the most surprising in my view are <b>Ford Motor Company</b>(NYSE:F)and <b>Signature Bank</b>(NASDAQ:SBNY). Here&#39;s why.</p><p><blockquote><html><head></head><body>2021年，股票投资者有很多成功的故事。主要股指大幅上涨，令许多人感到惊讶，他们曾怀疑2020年从冠状病毒熊市中的强劲反弹可能走得太远太快。然而，在2021年大幅上涨的个股中，我认为最令人惊讶的是<b>福特汽车公司</b>（纽约证券交易所代码：F）和<b>签名银行</b>（纳斯达克：SBNY）。原因如下。</body></html></blockquote></p><p><b>Ford shifts into high gear</b></p><p><blockquote><b>福特进入高速档</b></blockquote></p><p>Ford came into 2021 with a bit of positive momentum, having recovered from a seven-year slump that cost the stock about two-thirds of its value from 2013 to March 2020. Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneer<b>Tesla</b>(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.</p><p><blockquote>福特带着一些积极的势头进入2021年，从2013年至2020年3月该股股价下跌约三分之二的七年暴跌中恢复过来。许多人担心这家传统汽车制造商已经落后于电动汽车(EV)先驱<b>特斯拉</b>（纳斯达克：TSLA）已经建立了多年的领先地位，而福特和许多同行在电动汽车开发方面远远落后。</blockquote></p><p>Yet Ford&#39;s rebound came from a host of factors. Notably, the automaker&#39;s conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.</p><p><blockquote>然而福特的反弹来自多种因素。值得注意的是，该汽车制造商的传统化石燃料动力汽车车队需求巨大，福特在解决供应链问题和汽车半导体芯片短缺方面做得很好，以利用并提高其汽车总销量。商业需求尤其强劲，SUV等高利润类别为福特提供了良好的服务。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0da7d9349fb813b52381952d8b21c5d8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150闪电电动汽车。图片来源：福特。</span></p></blockquote></p><p>Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.</p><p><blockquote>从长远来看，福特让投资者相信其现代化努力能够取得成功。其计划中不可或缺的一部分将是F-150 Lightning电动皮卡，该车将于明年初推出。但福特甚至看到了其现有全电动和混合动力汽车系列的需求，尤其是野马Mach-E跨界SUV。</blockquote></p><p>Ford investors have waited a long time for a rebound, and even after this year&#39;s 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.</p><p><blockquote>福特投资者等待反弹已久，即使在今年上涨134%之后，该股仍较1998年的高点下跌了近35%。尽管如此，这家汽车制造商证明了它可以在不断变化的世界中竞争，这对其2022年的前景来说是个好兆头。</blockquote></p><p><b>Banking on big gains</b></p><p><blockquote><b>指望获得巨大收益</b></blockquote></p><p>Also rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank&#39;s potential to cash in on the hot cryptocurrency space.</p><p><blockquote>Signature Bank在2021年也大幅上涨，上涨了137%。由于整个金融业经历了一些挣扎，许多投资者没有看到这家总部位于纽约的银行在热门的加密货币领域获利的潜力。</blockquote></p><p>Signature&#39;s primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that&#39;s especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.</p><p><blockquote>Signature的主要区别因素是其Signet实时支付处理平台。利用区块链的力量，Signet以一种特别方便的方式促进即时交易，对于24/7/3 65交易数字资产的加密投资者来说。要使用Signet，客户必须通过Signature存入资金，这帮助该银行以非常低的资本成本大幅增加其资产。</blockquote></p><p>The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that&#39;s helped create record earnings for Signature. The crypto trend isn&#39;t guaranteed to continue in 2022, but even if the most popular digital assets don&#39;t continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.</p><p><blockquote>加密领域的强劲表现重新唤醒了人们对数字资产交易背后的金融基础设施的兴趣，这帮助Signature创造了创纪录的收益。加密趋势不能保证在2022年继续下去，但即使最受欢迎的数字资产没有继续看涨走势，Signature仍然准备利用更广泛的加密领域的创新，无论它来自哪里。这可能有助于在来年进一步提振股价。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/30/the-2-most-surprising-stock-winners-of-2021/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBNY":"签字银行","F":"福特汽车"},"source_url":"https://www.fool.com/investing/2021/12/30/the-2-most-surprising-stock-winners-of-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192004334","content_text":"There were plenty of success stories in 2021 for stock investors. Major indexes have posted sizable gains that surprised many who had suspected that 2020's roaring rebound from the coronavirus bear market might have gone too far too fast. Yet among individual stocks that posted big gains during 2021, the most surprising in my view are Ford Motor Company(NYSE:F)and Signature Bank(NASDAQ:SBNY). Here's why.Ford shifts into high gearFord came into 2021 with a bit of positive momentum, having recovered from a seven-year slump that cost the stock about two-thirds of its value from 2013 to March 2020. Many feared that the legacy automaker had gotten left behind, with electric vehicle (EV) pioneerTesla(NASDAQ:TSLA)having built up a multiyear head start while Ford and many of its peers lagged far behind in EV development.Yet Ford's rebound came from a host of factors. Notably, the automaker's conventional fleet of fossil-fuel-powered vehicles saw huge demand, and Ford did a reasonable job of navigating its way through supply chain issues and shortages of automotive semiconductor chips to take advantage and boost its total vehicle sales. Commercial demand was particularly strong, and high-margin categories like SUVs served Ford well.A FORD F-150 LIGHTNING EV. IMAGE SOURCE: FORD.Longer term, Ford convinced investors that its modernization efforts can be successful. Integral to its plans will be the F-150 Lightning electric pickup, which should launch early in the coming year. But Ford is even seeing demand with its existing lines of all-electric and hybrid vehicles, particularly the Mustang Mach-E crossover SUV.Ford investors have waited a long time for a rebound, and even after this year's 134% rise, the stock is still down almost 35% from its highs way back in 1998. Nevertheless, the automaker demonstrated that it could compete in a changing world, and that bodes well for its prospects in 2022.Banking on big gainsAlso rising big in 2021 was Signature Bank, which was up 137%. With the overall financial industry having undergone some struggles, many investors failed to see the New York-based bank's potential to cash in on the hot cryptocurrency space.Signature's primary distinguishing factor is its Signet real-time payment processing platform. Using the power of blockchain, Signet facilitates instantaneous transactions in a manner that's especially handy for crypto investors trading digital assets on a 24/7/365 basis. To use Signet, customers have to put money on deposit with Signature, and that has helped the bank boost its assets dramatically at a very low cost of capital.The strong performance in the crypto space reawakened interest in the financial infrastructure underlying digital asset trading, and that's helped create record earnings for Signature. The crypto trend isn't guaranteed to continue in 2022, but even if the most popular digital assets don't continue their bullish moves, Signature is still poised to take advantage of innovation in the broader crypto realm no matter where it comes from. That could help boost the stock price even further in the coming year.","news_type":1,"symbols_score_info":{"SBNY":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692907681,"gmtCreate":1640821585848,"gmtModify":1640821585972,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"🤞","listText":"🤞","text":"🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692907681","repostId":"2195466435","repostType":4,"isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696563435,"gmtCreate":1640736585030,"gmtModify":1640736585153,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696563435","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696833632,"gmtCreate":1640659277528,"gmtModify":1640659277657,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696833632","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696076694,"gmtCreate":1640587116703,"gmtModify":1640587116796,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"🙈","listText":"🙈","text":"🙈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696076694","repostId":"1161457155","repostType":4,"isVote":1,"tweetType":1,"viewCount":3805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698409306,"gmtCreate":1640483344601,"gmtModify":1640483344696,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698409306","repostId":"1132092278","repostType":4,"isVote":1,"tweetType":1,"viewCount":2899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698240682,"gmtCreate":1640419590546,"gmtModify":1640419590676,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698240682","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698874565,"gmtCreate":1640355063881,"gmtModify":1640355063970,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":", 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640258815,"share":"https://www.laohu8.com/m/news/1140408431?lang=zh_CN&edition=full","pubTime":"2021-12-23 19:26","market":"us","language":"en","title":"Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar：由于12月交付量强劲，特斯拉第四季度销量预计将增长43%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140408431","media":"Benzinga","summary":"Tesla Inc’s fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles ","content":"<p><b>Tesla Inc’s</b>&nbsp;fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from&nbsp;<b>TrueCar</b>&nbsp;reflected on Wednesday.</p><p><blockquote><b>特斯拉公司</b>根据最新的汽车行业预测，美国第四季度电动汽车销量预计将同比增长42.8%至97,417辆，环比增长28.8%<b>TrueCar</b>周三反映。</blockquote></p><p> <b>What Happened:</b>The&nbsp;<b>Elon Musk</b>-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.</p><p><blockquote><b>发生了什么：</b>The<b>埃隆·马斯克</b>根据TrueCar的数据，这家以领先的公司预计12月份将在美国交付36,300辆电动汽车，比去年增长34.7%，比11月份增长约7%。</blockquote></p><p> Tesla sold 33,980 electric vehicles in November, the report noted.</p><p><blockquote>报告指出，特斯拉11月份售出了33,980辆电动汽车。</blockquote></p><p> Musk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.</p><p><blockquote>马斯克周三表示，随着这家电动汽车制造商的股票重新加入1万亿美元市值俱乐部，特斯拉正在努力实现年终交付目标。</blockquote></p><p> TrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.</p><p><blockquote>TrueCar还预测12月份新车总销量将达到1,144,108辆，同比下降27%。该研究机构估计，12月份轻型汽车总销量经季节调整后的年化率（SAAR）为1190万辆，同比下降27%。</blockquote></p><p> <b>How Will Legacy Players Fare?:</b>Both&nbsp;<b>General Motors Co</b>&nbsp;and&nbsp;<b>Ford Motor Co</b>&nbsp;are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.</p><p><blockquote><b>传统玩家的表现如何？：</b>两者<b>通用汽车公司</b>和<b>福特汽车公司</b>由于一年前的基数较低，预计12月份销售额将同比下降，当时销量因疫情而受到打击，经销商也在努力应对库存。</blockquote></p><p> The sales numbers are expected to rise over November for both GM and Ford.</p><p><blockquote>预计通用汽车和福特11月份的销量都将上升。</blockquote></p><p> GM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.</p><p><blockquote>通用汽车12月销量预计将达到168,640辆，同比下降42.9%，比11月上涨21%。</blockquote></p><p> Ford is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.</p><p><blockquote>福特预计12月份汽车销量将同比下降20%，至166,547辆，环比增长5.8%。</blockquote></p><p> On a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.</p><p><blockquote>按季度计算，福特预计总销量为498,428辆，同比下降7.5%，但较第三季度增长25.3%。</blockquote></p><p> GM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.</p><p><blockquote>报告指出，通用汽车预计第四季度总销量为441,426辆，同比下降42.5%，环比下降0.4%。</blockquote></p><p> Historically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to&nbsp;keep inventories historically low.</p><p><blockquote>从历史上看，12月对于汽车制造商来说一直是忙碌的一个月，因为他们急于完成年终目标。今年，世界各地的汽车制造商一直在与芯片短缺作斗争，以确保向经销商和客户提供稳定、及时的供应。传统企业福特早些时候表示，计划将库存保持在历史低位。</blockquote></p><p> The report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.</p><p><blockquote>该报告预计12月份的激励支出将比去年下降55%，第四季度下降51%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.</p><p><blockquote><b>价格走势：</b>特斯拉股价周三收盘上涨7.49%，至每股1008.87美元。</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>Tesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar：由于12月交付量强劲，特斯拉第四季度销量预计将增长43%</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\">\nTesla Q4 Sales Expected To Jump 43% On Robust December Deliveries: TrueCar<blockquote>TrueCar：由于12月交付量强劲，特斯拉第四季度销量预计将增长43%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-23 19:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc’s</b>&nbsp;fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from&nbsp;<b>TrueCar</b>&nbsp;reflected on Wednesday.</p><p><blockquote><b>特斯拉公司</b>根据最新的汽车行业预测，美国第四季度电动汽车销量预计将同比增长42.8%至97,417辆，环比增长28.8%<b>TrueCar</b>周三反映。</blockquote></p><p> <b>What Happened:</b>The&nbsp;<b>Elon Musk</b>-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.</p><p><blockquote><b>发生了什么：</b>The<b>埃隆·马斯克</b>根据TrueCar的数据，这家以领先的公司预计12月份将在美国交付36,300辆电动汽车，比去年增长34.7%，比11月份增长约7%。</blockquote></p><p> Tesla sold 33,980 electric vehicles in November, the report noted.</p><p><blockquote>报告指出，特斯拉11月份售出了33,980辆电动汽车。</blockquote></p><p> Musk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.</p><p><blockquote>马斯克周三表示，随着这家电动汽车制造商的股票重新加入1万亿美元市值俱乐部，特斯拉正在努力实现年终交付目标。</blockquote></p><p> TrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.</p><p><blockquote>TrueCar还预测12月份新车总销量将达到1,144,108辆，同比下降27%。该研究机构估计，12月份轻型汽车总销量经季节调整后的年化率（SAAR）为1190万辆，同比下降27%。</blockquote></p><p> <b>How Will Legacy Players Fare?:</b>Both&nbsp;<b>General Motors Co</b>&nbsp;and&nbsp;<b>Ford Motor Co</b>&nbsp;are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.</p><p><blockquote><b>传统玩家的表现如何？：</b>两者<b>通用汽车公司</b>和<b>福特汽车公司</b>由于一年前的基数较低，预计12月份销售额将同比下降，当时销量因疫情而受到打击，经销商也在努力应对库存。</blockquote></p><p> The sales numbers are expected to rise over November for both GM and Ford.</p><p><blockquote>预计通用汽车和福特11月份的销量都将上升。</blockquote></p><p> GM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.</p><p><blockquote>通用汽车12月销量预计将达到168,640辆，同比下降42.9%，比11月上涨21%。</blockquote></p><p> Ford is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.</p><p><blockquote>福特预计12月份汽车销量将同比下降20%，至166,547辆，环比增长5.8%。</blockquote></p><p> On a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.</p><p><blockquote>按季度计算，福特预计总销量为498,428辆，同比下降7.5%，但较第三季度增长25.3%。</blockquote></p><p> GM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.</p><p><blockquote>报告指出，通用汽车预计第四季度总销量为441,426辆，同比下降42.5%，环比下降0.4%。</blockquote></p><p> Historically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to&nbsp;keep inventories historically low.</p><p><blockquote>从历史上看，12月对于汽车制造商来说一直是忙碌的一个月，因为他们急于完成年终目标。今年，世界各地的汽车制造商一直在与芯片短缺作斗争，以确保向经销商和客户提供稳定、及时的供应。传统企业福特早些时候表示，计划将库存保持在历史低位。</blockquote></p><p> The report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.</p><p><blockquote>该报告预计12月份的激励支出将比去年下降55%，第四季度下降51%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.</p><p><blockquote><b>价格走势：</b>特斯拉股价周三收盘上涨7.49%，至每股1008.87美元。</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":"1140408431","content_text":"Tesla Inc’s fourth-quarter sales in the U.S. are expected to jump 42.8% to 97,417 electric vehicles from a year ago and 28.8% over the previous quarter, the latest automotive industry forecast from TrueCar reflected on Wednesday.\nWhat Happened:The Elon Musk-led company is expected to deliver 36,300 electric vehicles in the U.S. in December, a jump of 34.7% over last year and about 7% over November, according to TrueCar.\nTesla sold 33,980 electric vehicles in November, the report noted.\nMusk on Wednesday said Tesla is working hard to meet the year-end delivery targets as the electric vehicle maker company’s stock rejoined the $1-trillion-market-cap club.\nTrueCar also forecast total new vehicle sales will reach 1,144,108 units in December, down 27% from a year ago. The research agency estimated December’s seasonally adjusted annualized rate (SAAR) for total light-vehicle sales to be 11.9 million units, down 27% from a year ago.\nHow Will Legacy Players Fare?:Both General Motors Co and Ford Motor Co are expected to report year-on-year declines in December sales due to the low base from a year ago when volumes were hit due to the pandemic and dealers were struggling with inventories.\nThe sales numbers are expected to rise over November for both GM and Ford.\nGM’s December sales are expected to reach 168,640 vehicles, a decline of 42.9% on a year-on-year basis, and a rise of 21% over November.\nFord is expected to report a decline of 20% to 166,547 vehicles in December, compared to a year ago, and a rise of 5.8% over last month.\nOn a quarterly basis, Ford is expected to sell a total of 498,428 vehicles, a drop of 7.5% on a year-on-year basis but a rise of 25.3% over the third quarter.\nGM is expected to report total sales of 441,426 vehicles in the fourth quarter, implying declines of 42.5% year-on-year and down 0.4% quarter-on-quarter, the report noted.\nHistorically, December has been a busy month for automakers as they rush to close the calendar year-end targets. This year, automakers around the world have been battling chip shortages to ensure a steady and timely supply to dealerships and customers. Legacy player Ford has earlier said it plans to keep inventories historically low.\nThe report projected incentive spending in December to be down 55% from last year and 51% for the fourth quarter.\nPrice Action: Tesla shares closed 7.49% higher at $1,008.87 a share on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693798922,"gmtCreate":1640074663741,"gmtModify":1640074663872,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693798922","repostId":"1107450954","repostType":4,"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693186439,"gmtCreate":1639985889187,"gmtModify":1639985889282,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693186439","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前，Nike和Micron Technology将于周一发布报告，黑莓和通用磨坊将于周二发布报告，CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将公布11月份领先经济指数，随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%，而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份耐用品报告，这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份成屋销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119，比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%，2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测，经季节调整后的房屋销售量年率为640万套，略高于10月份，为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测，经季节调整后的年增长率为2.1%，与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110，与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%，原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人，最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计，经季节调整后的新单户住宅年增长率为77万套，比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%，为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%，达到2656亿美元。不包括运输，新订单预计将增长0.6%，而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前，Nike和Micron Technology将于周一发布报告，黑莓和通用磨坊将于周二发布报告，CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将公布11月份领先经济指数，随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%，而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份耐用品报告，这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份成屋销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119，比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%，2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测，经季节调整后的房屋销售量年率为640万套，略高于10月份，为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测，经季节调整后的年增长率为2.1%，与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110，与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%，原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人，最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计，经季节调整后的新单户住宅年增长率为77万套，比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%，为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%，达到2656亿美元。不包括运输，新订单预计将增长0.6%，而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","CTAS":"信达思",".DJI":"道琼斯","KMX":"车美仕",".IXIC":"NASDAQ Composite","MU":"美光科技","PAYX":"沛齐","GIS":"通用磨坊"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{".DJI":0.9,"PAYX":0.9,"GIS":0.9,"MU":0.9,".SPX":0.9,"CTAS":0.9,"KMX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699580963,"gmtCreate":1639838725180,"gmtModify":1639838725310,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699580963","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699016753,"gmtCreate":1639721389573,"gmtModify":1639721389573,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699016753","repostId":"1131354990","repostType":4,"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690192960,"gmtCreate":1639645966152,"gmtModify":1639645966233,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690192960","repostId":"1106505192","repostType":4,"repost":{"id":"1106505192","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":1639645300,"share":"https://www.laohu8.com/m/news/1106505192?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:01","market":"us","language":"en","title":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉盘前交易涨超2%，预计将获得纽约警方最多250辆Model 3汽车的订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106505192","media":"Tiger Newspress","summary":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up","content":"<p>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.<img src=\"https://static.tigerbbs.com/4ee1319bd46c7e3ff97c29e98fee8dd9\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过2%，预计将获得纽约警方最多250辆Model 3汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了汽车租赁公司和相关政府机构的兴趣。Model S已经存在于加州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑转向电动汽车，计划购买一批特斯拉Model 3。</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>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉盘前交易涨超2%，预计将获得纽约警方最多250辆Model 3汽车的订单</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉盘前交易涨超2%，预计将获得纽约警方最多250辆Model 3汽车的订单</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\">2021-12-16 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.<img src=\"https://static.tigerbbs.com/4ee1319bd46c7e3ff97c29e98fee8dd9\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过2%，预计将获得纽约警方最多250辆Model 3汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了汽车租赁公司和相关政府机构的兴趣。Model S已经存在于加州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑转向电动汽车，计划购买一批特斯拉Model 3。</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":"1106505192","content_text":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.\nNew York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607784656,"gmtCreate":1639597978983,"gmtModify":1639597979072,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607784656","repostId":"1144281028","repostType":4,"repost":{"id":"1144281028","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":1639596982,"share":"https://www.laohu8.com/m/news/1144281028?lang=zh_CN&edition=full","pubTime":"2021-12-16 03:36","market":"us","language":"en","title":"Powell expects inflation to fall closer to Fed's goal by end of next year<blockquote>鲍威尔预计明年年底通胀将更接近美联储目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144281028","media":"Tiger Newspress","summary":"Economic growth and \"rapid gains\" in the employment picture are supporting the central bank's decision to accelerate the tapering of its asset purchase program, Federal Reserve Chair Jerome Powell said during his post-FOMC press conference.The recent increase in COVID and the emergence of the Omicron variant \"poses risk to the outlook,\" he said.","content":"<p><ul>  <li>Economic growth and \"rapid gains\" in the employment picture are supporting the central bank's decision to accelerate the tapering of its asset purchase program, Federal Reserve Chair Jerome Powell said during his post-FOMC press conference.</li>  <li>The recent increase in COVID and the emergence of the Omicron variant \"poses risk to the outlook,\" he said.</li>  <li>\"The economy no longer needs increasing amounts of policy support,\" Powell said.</li> </ul> <ul>  <li><b>3:30 PM ET:</b>&nbsp;\"I'm not troubled where the long bond is. We're focused on broader economic issues,\" he said.</li> </ul> <ul>  <li><b>3:23 PM ET:</b>&nbsp;The central bank committee \"hasn't&nbsp;made any decision at all\" on when balance sheet runoff will start. \"We did have a balance sheet issue discussion, we'll have another at the next meeting... we didn't make any decisions today.\"</li>  <li><b>3:22 PM ET:</b>Asset purchase decisions and raising interest rates are two separate decisions. The policymakers haven't yet discussed whether the higher interest rates will immediately follow the winding down of the taper.</li>  <li><b>3:20 PM ET:</b>\"We are at a point after March that we can raise interest rates as and when appropriate,\" he said.</li> </ul> <ul>  <li><b>3:18 PM ET:</b>&nbsp;He thinks cryptocurrency risks are a longer-term risk doesn't think of them as a financial stability concern. Also, he commented that stablecoins are not currently property regulated.</li> </ul> <ul>  <li><b>3:16 PM ET</b>: \"Asset valuations are somewhat elevated,\" he&nbsp; In terms of financial risks, \"businesses have debt, but their default rates are very low.\" Money market funds are a vulnerability. Cyber risk is harder to deal with, he said.</li> </ul> <ul>  <li><b>3:13 PM ET:</b>&nbsp;\"The risk of inflation becoming entrenched has increased. I don't think it's high, but it has increased,\" the Fed chair said. That's a major risk, along with the virus itself, he said.</li> </ul> <ul>  <li><b>3:12 PM ET:</b>Consumer incomes are strong, and spending has been strong, he notes. \"We expect personal consumption expenditures to be very strong in the fourth quarter,\" he said.</li> </ul> <ul>  <li>As of 3:09 PM ET, the Nasdaq&nbsp;climbs 1.0%, the S&amp;P&nbsp;rises 0.9%, and the Dowgains 0.5%.</li>  <li><b>3:08 PM ET:</b>\"It will take time and to get the pandemic under control\" to produce gains in the labor force participation rate, he said.</li> </ul> <ul>  <li><b>3:03 PM ET</b>: \"The inflation that we got was not at all the inflation we were talking about or looking for in the framework,\" Powell said. The post-pandemic inflation was triggered by supply-side barriers, \"a very different kind of inflation\" that was considered in the Fed's policy framework.</li> </ul> <ul>  <li><b>2:58 PM ET:</b>&nbsp;Turning to inflation: \"Wages are not a big part of the high inflation that we're seeing,\" he said. The Fed needs to watch for is if wages were persistently above productivity growth, he added, \"we don't see that yet.\" They're also carefully watching rent increases.</li> </ul> <ul>  <li><b>2:56 PM ET:</b>Powell decided the Fed needed to speed up the taper after the November employment report came out in early December.</li> </ul> <ul>  <li><b>2:53 PM:</b>Even with Omicron posing a risk to the economic outlook, Powell said accelerating the taper is warranted. At this point, \"it's very difficult to say what the economic effect will be...&nbsp;Moving forward the end of the taper is appropriate and Omicron doesn’t have much to do with it.\"</li> </ul> <ul>  <li><b>2:47 PM:</b>While the unemployment rate has improved quickly and stands at about 4.2%, the labor force participation rate has been disappointing, he said. \"I do think it feels likely now that the return to higher LFP is going to take longer.\"</li> </ul> <ul>  <li><b>2:44 PM</b>: He doesn't expect the Fed to start raising rates before the taper ends. It \"wouldn't be appropriate\" to raise rates while still increasing asset purchases, he said.</li>  <li><b>2:42 PM ET:</b>\"We're basically two meetings away from finishing the taper,\" he noted.</li>  <li><b>2:40 PM ET:</b>When asked what maximum employment looks like, Powell said it entails a \"broad range of indicators,\" such as the unemployment rate, labor force participation rate, and others. \"It is admittedly a judgment call because it's a range of factors. We are making rapid progress toward maximum employment.\"</li>  <li>Earlier, the Federal Open Market Committee&nbsp;doubled the pace of tapering&nbsp;to $30B per month as inflation remained elevated and the labor market stayed strong.</li>  <li>The faster pace of winding down the central bank's asset purchases puts it on track to boost rates earlier. Now all of the Fed officials expect at least one rate hike during 2022, with two-thirds of them predicting at least three 25-basis point&nbsp;increases during the year.</li> </ul> </p><p><blockquote><ul><li>美联储主席杰罗姆·鲍威尔在FOMC会议后的新闻发布会上表示，经济增长和就业形势的“快速增长”正在支持央行加速缩减资产购买计划的决定。</li><li>他说，最近新冠病毒的增加和奥密克戎变种的出现“对前景构成了风险”。</li><li>鲍威尔表示：“经济不再需要越来越多的政策支持。”</li></ul><ul><li><b>美国东部时间下午3:30：</b>“我并不担心长期债券在哪里。我们专注于更广泛的经济问题，”他说。</li></ul><ul><li><b>美国东部时间下午3:23：</b>央行委员会对于何时开始资产负债表决选“根本没有做出任何决定”。“我们确实讨论了资产负债表问题，我们将在下次会议上再讨论一次……我们今天没有做出任何决定。”</li><li><b>美国东部时间下午3:22：</b>资产购买决策和加息是两个独立的决策。政策制定者尚未讨论缩减购债规模后是否会立即加息。</li><li><b>美国东部时间下午3:20：</b>他表示：“三月份之后，我们可以在适当的时候加息。”</li></ul><ul><li><b>美国东部时间下午3:18：</b>他认为加密货币风险是一种长期风险，并不认为它们是金融稳定问题。此外，他评论说，稳定币目前不受财产监管。</li></ul><ul><li><b>美国东部时间下午3:16</b>：“资产估值有些偏高，”他在金融风险方面，“企业有债务，但违约率很低。”货币市场基金是一个弱点。他说，网络风险更难应对。</li></ul><ul><li><b>美国东部时间下午3:13：</b>美联储主席表示：“通胀变得根深蒂固的风险已经增加。我认为通胀并不高，但已经增加了。”他说，这与病毒本身一样是一个重大风险。</li></ul><ul><li><b>美国东部时间下午3:12：</b>他指出，消费者收入强劲，支出也强劲。“我们预计第四季度个人消费支出将非常强劲，”他说。</li></ul><ul><li>截至美国东部时间下午3:09，纳斯达克上涨1.0%，标准普尔指数上涨0.9%，道琼斯指数上涨0.5%。</li><li><b>美国东部时间下午3:08：</b>他说，“控制疫情需要时间”才能提高劳动力参与率。</li></ul><ul><li><b>美国东部时间下午3:03</b>：“我们得到的通胀根本不是我们在框架中谈论或寻找的通胀，”鲍威尔说。疫情后的通胀是由供给侧壁垒引发的，这是美联储政策框架中考虑的“一种非常不同的通胀”。</li></ul><ul><li><b>美国东部时间下午2:58：</b>谈到通货膨胀：“工资并不是我们看到的高通货膨胀的重要组成部分，”他说。他补充说，美联储需要关注工资是否持续高于生产率增长，“我们还没有看到这一点。”他们也在密切关注租金上涨。</li></ul><ul><li><b>美国东部时间下午2:56：</b>鲍威尔在12月初11月就业报告出来后决定美联储需要加快taper。</li></ul><ul><li><b>下午2点53分：</b>尽管奥密克戎对经济前景构成风险，但Powell表示，加速缩减规模是有道理的。在这一点上，“很难说经济影响会是什么……提前结束缩减是合适的，奥密克戎与此没有太大关系。”</li></ul><ul><li><b>下午2:47：</b>他说，虽然失业率迅速改善，约为4.2%，但劳动力参与率令人失望。“我确实认为，现在感觉恢复到更高的LFP可能需要更长的时间。”</li></ul><ul><li><b>下午2点44分</b>：他预计美联储不会在taper结束前开始加息。他表示，在增加资产购买的同时加息“不合适”。</li><li><b>美国东部时间下午2:42：</b>“我们基本上距离完成缩减规模还有两次会议，”他指出。</li><li><b>美国东部时间下午2:40：</b>当被问及最大就业是什么样子时，鲍威尔表示，这需要“广泛的指标”，例如失业率、劳动力参与率等。“诚然，这是一个判断看涨期权，因为这是一系列因素。我们正在朝着最大限度就业取得快速进展。”</li><li>早些时候，由于通胀居高不下且劳动力市场依然强劲，联邦公开市场委员会将缩减规模的步伐提高了一倍，达到每月300亿美元。</li><li>央行逐步减少资产购买的步伐加快，使其有望提前加息。现在，所有美联储官员都预计2022年至少加息一次，其中三分之二的人预计年内至少加息三次25个基点。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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We're focused on broader economic issues,\" he said.</li> </ul> <ul>  <li><b>3:23 PM ET:</b>&nbsp;The central bank committee \"hasn't&nbsp;made any decision at all\" on when balance sheet runoff will start. \"We did have a balance sheet issue discussion, we'll have another at the next meeting... we didn't make any decisions today.\"</li>  <li><b>3:22 PM ET:</b>Asset purchase decisions and raising interest rates are two separate decisions. The policymakers haven't yet discussed whether the higher interest rates will immediately follow the winding down of the taper.</li>  <li><b>3:20 PM ET:</b>\"We are at a point after March that we can raise interest rates as and when appropriate,\" he said.</li> </ul> <ul>  <li><b>3:18 PM ET:</b>&nbsp;He thinks cryptocurrency risks are a longer-term risk doesn't think of them as a financial stability concern. Also, he commented that stablecoins are not currently property regulated.</li> </ul> <ul>  <li><b>3:16 PM ET</b>: \"Asset valuations are somewhat elevated,\" he&nbsp; In terms of financial risks, \"businesses have debt, but their default rates are very low.\" Money market funds are a vulnerability. Cyber risk is harder to deal with, he said.</li> </ul> <ul>  <li><b>3:13 PM ET:</b>&nbsp;\"The risk of inflation becoming entrenched has increased. I don't think it's high, but it has increased,\" the Fed chair said. That's a major risk, along with the virus itself, he said.</li> </ul> <ul>  <li><b>3:12 PM ET:</b>Consumer incomes are strong, and spending has been strong, he notes. \"We expect personal consumption expenditures to be very strong in the fourth quarter,\" he said.</li> </ul> <ul>  <li>As of 3:09 PM ET, the Nasdaq&nbsp;climbs 1.0%, the S&amp;P&nbsp;rises 0.9%, and the Dowgains 0.5%.</li>  <li><b>3:08 PM ET:</b>\"It will take time and to get the pandemic under control\" to produce gains in the labor force participation rate, he said.</li> </ul> <ul>  <li><b>3:03 PM ET</b>: \"The inflation that we got was not at all the inflation we were talking about or looking for in the framework,\" Powell said. The post-pandemic inflation was triggered by supply-side barriers, \"a very different kind of inflation\" that was considered in the Fed's policy framework.</li> </ul> <ul>  <li><b>2:58 PM ET:</b>&nbsp;Turning to inflation: \"Wages are not a big part of the high inflation that we're seeing,\" he said. The Fed needs to watch for is if wages were persistently above productivity growth, he added, \"we don't see that yet.\" They're also carefully watching rent increases.</li> </ul> <ul>  <li><b>2:56 PM ET:</b>Powell decided the Fed needed to speed up the taper after the November employment report came out in early December.</li> </ul> <ul>  <li><b>2:53 PM:</b>Even with Omicron posing a risk to the economic outlook, Powell said accelerating the taper is warranted. At this point, \"it's very difficult to say what the economic effect will be...&nbsp;Moving forward the end of the taper is appropriate and Omicron doesn’t have much to do with it.\"</li> </ul> <ul>  <li><b>2:47 PM:</b>While the unemployment rate has improved quickly and stands at about 4.2%, the labor force participation rate has been disappointing, he said. \"I do think it feels likely now that the return to higher LFP is going to take longer.\"</li> </ul> <ul>  <li><b>2:44 PM</b>: He doesn't expect the Fed to start raising rates before the taper ends. It \"wouldn't be appropriate\" to raise rates while still increasing asset purchases, he said.</li>  <li><b>2:42 PM ET:</b>\"We're basically two meetings away from finishing the taper,\" he noted.</li>  <li><b>2:40 PM ET:</b>When asked what maximum employment looks like, Powell said it entails a \"broad range of indicators,\" such as the unemployment rate, labor force participation rate, and others. \"It is admittedly a judgment call because it's a range of factors. We are making rapid progress toward maximum employment.\"</li>  <li>Earlier, the Federal Open Market Committee&nbsp;doubled the pace of tapering&nbsp;to $30B per month as inflation remained elevated and the labor market stayed strong.</li>  <li>The faster pace of winding down the central bank's asset purchases puts it on track to boost rates earlier. Now all of the Fed officials expect at least one rate hike during 2022, with two-thirds of them predicting at least three 25-basis point&nbsp;increases during the year.</li> </ul> </p><p><blockquote><ul><li>美联储主席杰罗姆·鲍威尔在FOMC会议后的新闻发布会上表示，经济增长和就业形势的“快速增长”正在支持央行加速缩减资产购买计划的决定。</li><li>他说，最近新冠病毒的增加和奥密克戎变种的出现“对前景构成了风险”。</li><li>鲍威尔表示：“经济不再需要越来越多的政策支持。”</li></ul><ul><li><b>美国东部时间下午3:30：</b>“我并不担心长期债券在哪里。我们专注于更广泛的经济问题，”他说。</li></ul><ul><li><b>美国东部时间下午3:23：</b>央行委员会对于何时开始资产负债表决选“根本没有做出任何决定”。“我们确实讨论了资产负债表问题，我们将在下次会议上再讨论一次……我们今天没有做出任何决定。”</li><li><b>美国东部时间下午3:22：</b>资产购买决策和加息是两个独立的决策。政策制定者尚未讨论缩减购债规模后是否会立即加息。</li><li><b>美国东部时间下午3:20：</b>他表示：“三月份之后，我们可以在适当的时候加息。”</li></ul><ul><li><b>美国东部时间下午3:18：</b>他认为加密货币风险是一种长期风险，并不认为它们是金融稳定问题。此外，他评论说，稳定币目前不受财产监管。</li></ul><ul><li><b>美国东部时间下午3:16</b>：“资产估值有些偏高，”他在金融风险方面，“企业有债务，但违约率很低。”货币市场基金是一个弱点。他说，网络风险更难应对。</li></ul><ul><li><b>美国东部时间下午3:13：</b>美联储主席表示：“通胀变得根深蒂固的风险已经增加。我认为通胀并不高，但已经增加了。”他说，这与病毒本身一样是一个重大风险。</li></ul><ul><li><b>美国东部时间下午3:12：</b>他指出，消费者收入强劲，支出也强劲。“我们预计第四季度个人消费支出将非常强劲，”他说。</li></ul><ul><li>截至美国东部时间下午3:09，纳斯达克上涨1.0%，标准普尔指数上涨0.9%，道琼斯指数上涨0.5%。</li><li><b>美国东部时间下午3:08：</b>他说，“控制疫情需要时间”才能提高劳动力参与率。</li></ul><ul><li><b>美国东部时间下午3:03</b>：“我们得到的通胀根本不是我们在框架中谈论或寻找的通胀，”鲍威尔说。疫情后的通胀是由供给侧壁垒引发的，这是美联储政策框架中考虑的“一种非常不同的通胀”。</li></ul><ul><li><b>美国东部时间下午2:58：</b>谈到通货膨胀：“工资并不是我们看到的高通货膨胀的重要组成部分，”他说。他补充说，美联储需要关注工资是否持续高于生产率增长，“我们还没有看到这一点。”他们也在密切关注租金上涨。</li></ul><ul><li><b>美国东部时间下午2:56：</b>鲍威尔在12月初11月就业报告出来后决定美联储需要加快taper。</li></ul><ul><li><b>下午2点53分：</b>尽管奥密克戎对经济前景构成风险，但Powell表示，加速缩减规模是有道理的。在这一点上，“很难说经济影响会是什么……提前结束缩减是合适的，奥密克戎与此没有太大关系。”</li></ul><ul><li><b>下午2:47：</b>他说，虽然失业率迅速改善，约为4.2%，但劳动力参与率令人失望。“我确实认为，现在感觉恢复到更高的LFP可能需要更长的时间。”</li></ul><ul><li><b>下午2点44分</b>：他预计美联储不会在taper结束前开始加息。他表示，在增加资产购买的同时加息“不合适”。</li><li><b>美国东部时间下午2:42：</b>“我们基本上距离完成缩减规模还有两次会议，”他指出。</li><li><b>美国东部时间下午2:40：</b>当被问及最大就业是什么样子时，鲍威尔表示，这需要“广泛的指标”，例如失业率、劳动力参与率等。“诚然，这是一个判断看涨期权，因为这是一系列因素。我们正在朝着最大限度就业取得快速进展。”</li><li>早些时候，由于通胀居高不下且劳动力市场依然强劲，联邦公开市场委员会将缩减规模的步伐提高了一倍，达到每月300亿美元。</li><li>央行逐步减少资产购买的步伐加快，使其有望提前加息。现在，所有美联储官员都预计2022年至少加息一次，其中三分之二的人预计年内至少加息三次25个基点。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144281028","content_text":"Economic growth and \"rapid gains\" in the employment picture are supporting the central bank's decision to accelerate the tapering of its asset purchase program, Federal Reserve Chair Jerome Powell said during his post-FOMC press conference.\nThe recent increase in COVID and the emergence of the Omicron variant \"poses risk to the outlook,\" he said.\n\"The economy no longer needs increasing amounts of policy support,\" Powell said.\n\n\n3:30 PM ET: \"I'm not troubled where the long bond is. We're focused on broader economic issues,\" he said.\n\n\n3:23 PM ET: The central bank committee \"hasn't made any decision at all\" on when balance sheet runoff will start. \"We did have a balance sheet issue discussion, we'll have another at the next meeting... we didn't make any decisions today.\"\n3:22 PM ET:Asset purchase decisions and raising interest rates are two separate decisions. The policymakers haven't yet discussed whether the higher interest rates will immediately follow the winding down of the taper.\n3:20 PM ET:\"We are at a point after March that we can raise interest rates as and when appropriate,\" he said.\n\n\n3:18 PM ET: He thinks cryptocurrency risks are a longer-term risk doesn't think of them as a financial stability concern. Also, he commented that stablecoins are not currently property regulated.\n\n\n3:16 PM ET: \"Asset valuations are somewhat elevated,\" he  In terms of financial risks, \"businesses have debt, but their default rates are very low.\" Money market funds are a vulnerability. Cyber risk is harder to deal with, he said.\n\n\n3:13 PM ET: \"The risk of inflation becoming entrenched has increased. I don't think it's high, but it has increased,\" the Fed chair said. That's a major risk, along with the virus itself, he said.\n\n\n3:12 PM ET:Consumer incomes are strong, and spending has been strong, he notes. \"We expect personal consumption expenditures to be very strong in the fourth quarter,\" he said.\n\n\nAs of 3:09 PM ET, the Nasdaq climbs 1.0%, the S&P rises 0.9%, and the Dowgains 0.5%.\n3:08 PM ET:\"It will take time and to get the pandemic under control\" to produce gains in the labor force participation rate, he said.\n\n\n3:03 PM ET: \"The inflation that we got was not at all the inflation we were talking about or looking for in the framework,\" Powell said. The post-pandemic inflation was triggered by supply-side barriers, \"a very different kind of inflation\" that was considered in the Fed's policy framework.\n\n\n2:58 PM ET: Turning to inflation: \"Wages are not a big part of the high inflation that we're seeing,\" he said. The Fed needs to watch for is if wages were persistently above productivity growth, he added, \"we don't see that yet.\" They're also carefully watching rent increases.\n\n\n2:56 PM ET:Powell decided the Fed needed to speed up the taper after the November employment report came out in early December.\n\n\n2:53 PM:Even with Omicron posing a risk to the economic outlook, Powell said accelerating the taper is warranted. At this point, \"it's very difficult to say what the economic effect will be... Moving forward the end of the taper is appropriate and Omicron doesn’t have much to do with it.\"\n\n\n2:47 PM:While the unemployment rate has improved quickly and stands at about 4.2%, the labor force participation rate has been disappointing, he said. \"I do think it feels likely now that the return to higher LFP is going to take longer.\"\n\n\n2:44 PM: He doesn't expect the Fed to start raising rates before the taper ends. It \"wouldn't be appropriate\" to raise rates while still increasing asset purchases, he said.\n2:42 PM ET:\"We're basically two meetings away from finishing the taper,\" he noted.\n2:40 PM ET:When asked what maximum employment looks like, Powell said it entails a \"broad range of indicators,\" such as the unemployment rate, labor force participation rate, and others. \"It is admittedly a judgment call because it's a range of factors. We are making rapid progress toward maximum employment.\"\nEarlier, the Federal Open Market Committee doubled the pace of tapering to $30B per month as inflation remained elevated and the labor market stayed strong.\nThe faster pace of winding down the central bank's asset purchases puts it on track to boost rates earlier. Now all of the Fed officials expect at least one rate hike during 2022, with two-thirds of them predicting at least three 25-basis point increases during the year.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608261164,"gmtCreate":1638749875153,"gmtModify":1638749875208,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608261164","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohu8.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</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\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS和其他本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报阵容头条。这家视频游戏零售商将在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">AutoZone</a>，凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店，以及<a href=\"https://laohu8.com/S/TOL\">托尔兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>,<a href=\"https://laohu8.com/S/COST\">Costco</a>批发，及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四的食物使事情更加圆满。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>周三举办2021年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储10月消费者信贷数据报告将于周二公布。周四，美国劳工部公布了截至12月4日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。市场普遍预期同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>星期一12/6</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey’s General Stores和Toll Brothers公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费者信贷数据。继去年小幅下降后，截至9月份，未偿消费者债务总额平均每月增加200亿美元，达到创纪录的4.37万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>星期三12/8</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月1110万的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站公布财报。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学公司</a>在加州尔湾举行投资者会议。该公司将讨论其产品线以及2022年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在10月底的会议上，央行结束了量化宽松计划，并表示首次加息将于2022年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale和Hormel Foods在评级召开会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health和泰森食品举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至12月4日当周的首次申请失业救济人数。11月份平均申请失业救济人数为238,750人，为大流行开始以来的最低水平，仅比2020年2月增加24,750人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>星期五12/10</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>阿彻-丹尼尔斯-米德兰举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">Centene</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>美国劳工统计局发布11月份消费者价格指数。市场普遍预计同比增长6.7%，比10月份高出半个百分点。排除波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而此前为4.6%。10月份6.2%的涨幅是CPI 30多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀时，最终放弃了“暂时性”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","BK4088":"住宅建筑","TOL":"托尔兄弟","CVS":"西维斯健康","GME":"游戏驿站"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"TOL":0.9,"GME":0.9,"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844174187,"gmtCreate":1636414346169,"gmtModify":1636414346329,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844174187","repostId":"2182772197","repostType":4,"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846996513,"gmtCreate":1636038358753,"gmtModify":1636038358884,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846996513","repostId":"1188696728","repostType":4,"repost":{"id":"1188696728","kind":"news","pubTimestamp":1636037802,"share":"https://www.laohu8.com/m/news/1188696728?lang=zh_CN&edition=full","pubTime":"2021-11-04 22:56","market":"us","language":"en","title":"Walmart: A Smart Defensive Choice During Bear Markets<blockquote>沃尔玛：熊市期间明智的防御选择</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1188696728","media":"Seeking Alpha","summary":"Summary\n\nWalmart has underperformed the strong market advance of 2021, but should survive far better","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Walmart has underperformed the strong market advance of 2021, but should survive far better than the S&amp;P 500 average given a serious bear phase is next.</li>  <li>Historically, Walmart is a top choice to own during sell-offs on Wall Street.</li>  <li>An above-average dividend yield story vs. peers and the S&amp;P 500 is noteworthy.</li>  <li>Its basic valuation setup is closer to a normal trading range than the majority of U.S. blue-chip equity investments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac653c37659c9a42795602c367ced74a\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>LarryHerfindal/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>沃尔玛的表现落后于2021年的强劲市场增长，但鉴于接下来将进入严重的熊市阶段，其生存状况应该会远好于标普500平均水平。</li><li>从历史上看，沃尔玛是华尔街抛售期间的首选。</li><li>与同行和标普500相比，高于平均水平的股息收益率故事值得注意。</li><li>其基本估值设置比大多数美国蓝筹股投资更接近正常交易区间。</li></ul><p class=\"t-img-caption\"><span>LarryHerfindal/iStock未通过Getty Images发布</span></p></blockquote></p><p> My feelings on&nbsp;<b>Walmart</b>(WMT) have been mixed to neutral for a number of years. Slow but steady growth trends in the overall U.S. economy have produced an annualized total return of +14% the past five years, about what has been generated by Wall Street equity investments generally. My last mention of the company in an&nbsp;article here during August 2020&nbsp;found a standoff between positive and negative forces for the stock, with an expectation of an eventual decline in price. While a meaningful sell-off never materialized, its performance has been particularly lackluster vs. other U.S. stocks, general merchandise peers, and the rest of the retail industry since then, pictured below. My comparison group includes&nbsp;<b>Target</b>(TGT),<b>Costco</b>(COST),<b>Dollar General</b>(DG), and&nbsp;<b>Amazon</b>(AMZN), plus the&nbsp;<b>Invesco NASDAQ 100 ETF</b>(QQQ),<b>SPDR S&amp;P 500 ETF</b>(SPY), and&nbsp;<b>SPDR S&amp;P Retail ETF</b>(XRT).</p><p><blockquote>我的感觉<b>沃尔玛</b>(WMT)多年来一直处于混合至中性状态。过去五年，美国整体经济缓慢但稳定的增长趋势产生了+14%的年化总回报率，大约相当于华尔街股票投资的总体回报率。我最后一次在2020年8月的一篇文章中提到该公司时，发现该股的正面和负面力量之间存在僵局，预计价格最终会下跌。虽然有意义的抛售从未实现，但自那时以来，与其他美国股票、百货同行和零售业的其他股票相比，其表现尤其黯淡，如下图所示。我的比较组包括<b>目标</b>（TGT），<b>Costco</b>（成本），<b>美元将军</b>(DG)，以及<b>亚马逊</b>（AMZN），加上<b>景顺纳斯达克100 ETF</b>（QQQ），<b>SPDR标普500 ETF</b>（SPDR标普500指数ETF），以及<b>SPDR标准普尔零售ETF</b>（XRT）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42bcf1a67f9f79c255437d68c2a5ac77\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The silver lining for Walmart shareholders is the company may be better situated for a major bear market on Wall Street and/or the appearance of another recession, than the vast majority of individual stocks you can buy in early November. Defensive trading characteristics in the past, an interesting dividend story today, and a worthwhile \"relative\" valuation are all arguments to stay the course (assuming you already own a position), or seriously consider purchasing a stake in this mega-cap blue chip. If you are worried about a sizable equity market setback like I am, Walmart could be an excellent place to park some investment capital, especially inside hedged long/short portfolio designs.</p><p><blockquote>对于沃尔玛股东来说，一线希望是，与11月初可以购买的绝大多数个股相比，该公司可能更适合华尔街的重大熊市和/或另一场经济衰退的出现。过去的防御性交易特征、今天有趣的股息故事以及有价值的“相对”估值都是坚持到底（假设您已经持有头寸）或认真考虑购买这家大型蓝筹股股份的论据。如果你像我一样担心股市大幅下跌，沃尔玛可能是存放一些投资资本的绝佳场所，尤其是在对冲多头/空头投资组合设计中。</blockquote></p><p> <b>Outperformance in Bear Markets</b></p><p><blockquote><b>在熊市中表现出色</b></blockquote></p><p> For students of market history, Walmart has been the most consistent \"outperformer\" in the retail group during past bear markets of greater than 15%, over the last two decades. Below are total return performance graphs vs. the same peer business group and general market indexes. The pandemic panic drop between January and the end of March 2020 is pictured, alongside the late 2018 FED tightening drawdown, second half of 2011 U.S. Treasury downgrade selling, late 2007 to March 2009 Great Recession, and Dotcom bust of September 2000 to October 2002. Believe it or not, Walmart traded flat to higher for investors during each of these equity market liquidation spans! [Dollar General and the SPDR Retail ETF did not exist in the last two examples.]</p><p><blockquote>对于学习市场历史的学生来说，在过去二十年超过15%的熊市中，沃尔玛一直是零售集团中最稳定的“跑赢者”。以下是与相同同行业务集团和一般市场指数的总回报绩效图。图中显示了2020年1月至3月底之间的疫情恐慌性下跌，以及2018年底美联储紧缩缩减、2011年下半年美国国债评级下调抛售、2007年底至2009年3月的大衰退以及2000年9月至2002年10月的互联网泡沫破裂。不管你信不信，在每个股市清算期间，沃尔玛对投资者的交易价格都持平或上涨！[最后两个例子中不存在Dollar General和SPDR Retail ETF。]</blockquote></p><p> <img src=\"https://static.tigerbbs.com/da53b54d234b335d31e7fdffd3f7648c\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/8d40249863e58e5fefa2d9352ede5857\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9b775dc9e021038acdc6be3ed7b0c0b2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/453bbdfa018833c99be8cb486edb6321\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9c44c2e2edbb68024dc9f3749c5cfaa6\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Dividend Yield</b></p><p><blockquote><b>股息率</b></blockquote></p><p> Walmart's dividend yield has been on the higher end of the range vs. major competitors and the S&amp;P 500 for a number of years, but has now morphed into the dividend leader for our peer group since summertime. The 1.46% yield is far from extraordinary vs. America's rising inflation rate backdrop in 2021. The good news regarding inflation is the company should be able to easily pass along rising goods pricing and labor costs, as consumers are flush with cash. If Walmart cannot raise prices to consumers in the future, the whole economy and equity market is in serious trouble. In addition, the $2.20 dividend represents 20% of trailing cash flow generation, and 30% of expected forward earnings. If the economy is functioning more normally next year (as pandemic issues fade), Walmart could raise its dividend payout far stronger than the few pennies per year increase of late.</p><p><blockquote>多年来，与主要竞争对手和标普500相比，沃尔玛的股息收益率一直处于较高水平，但自夏季以来，沃尔玛已成为我们同行的股息领先者。与2021年美国通胀率上升的背景相比，1.46%的收益率远非非凡。关于通货膨胀的好消息是，由于消费者现金充裕，该公司应该能够轻松转嫁不断上涨的商品价格和劳动力成本。如果沃尔玛未来不能提高对消费者的价格，整个经济和股权市场就会陷入严重困境。此外，2.20美元的股息占追踪现金流生成量的20%和预期远期收益的30%。如果明年经济运行更加正常（随着大流行问题的消退），沃尔玛可能会提高股息支付，远高于最近每年几美分的增幅。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/880c8914579ba9a0121c7af57951b4c2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/86eedae89f82dc9e6b367067ad08d7d4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Improving Relative Valuation</b></p><p><blockquote><b>提高相对估值</b></blockquote></p><p> Compared to the top online merchandiser, other national supercenter chains, and the main low-rent dollar store, Walmart holds the lowest price to forward 1-year sales multiple. Plus, valuations on price to earnings estimates into 2022-23 are starting to make a stronger case for Walmart ownership.</p><p><blockquote>与顶级在线商家、其他全国连锁超市和主要的低租金一元店相比，沃尔玛拥有最低的价格，可以实现1年的销售倍数。此外，对2022-23年市盈率的估值开始为沃尔玛的所有权提供更有力的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e9f31af8e2e6e27dc583ee96e195aead\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/24e679deafc2840bb793b4a3e554bb18\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Basic analysis of Walmart's underlying fundamental worth highlights a stock that is fairly priced vs. the last 30 years of trading. Price to trailing annual sales, cash flow and book value are on the high end of trading the last decade, but well below normal on a 30-year review (although potential growth rates were higher decades ago). A normalized P/E of less than 25x into 2022 is also very average for Walmart historically. In context, you might expect a more expensive position from America's leading physical-store retailer during arguably the most overvalued condition ever for U.S. equities in late 2021. If you think Walmart is too expensive, then about 90% of Wall Street alternatives should also logically be avoided. My conclusion: if you can gulp high valuations from the current market, Walmart's underlying business setup is worthy of your consideration.</p><p><blockquote>对沃尔玛基本价值的基本分析强调了该股票与过去30年的交易相比定价合理。过去十年，历史年销售额、现金流和账面价值的价格处于交易的高端，但远低于30年回顾的正常水平（尽管几十年前的潜在增长率更高）。从历史上看，沃尔玛到2022年的正常化市盈率低于25倍也非常平均。在这种情况下，您可能会预计，在2021年底美国股市可能处于有史以来最高估的情况下，美国领先的实体店零售商的头寸会更加昂贵。如果你认为沃尔玛太贵，那么从逻辑上讲，大约90%的华尔街替代品也应该避免。我的结论是：如果你能吞下当前市场的高估值，沃尔玛的基础业务设置值得你考虑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9453bbd28ab7c5542b64b4d5b1f02418\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> My family uses the curbside pickup service at our local Walmart, a reaction to the pandemic. We actually love the experience and time saved. So, this invention will remain part of our shopping routine into the future. We tried the Walmart+ free delivery service. It's turned into a complete fiasco. Sometimes we'll receive six or seven deliveries off our same order from various gig-economy&nbsp;<b>DoorDash</b>(DASH) car drivers, each with a few items from different stores and warehouses in the area (requiring a tip for our \"free\" delivery), on top of a&nbsp;<b>FedEx</b>(FDX) box or two a week later. If you want to know what's messing up the supply chain inside America, the Walmart+ creation is another suspect. Somehow, management needs to figure out a better single delivery routine for online orders.</p><p><blockquote>我的家人使用当地沃尔玛的路边取货服务，这是对疫情的反应。我们真的很喜欢这种体验和节省的时间。因此，这项发明在未来仍将是我们日常购物的一部分。我们尝试了沃尔玛+免费送货服务。这已经变成了一场彻底的惨败。有时我们会收到来自不同零工经济的同一订单的六七批货<b>DoorDash</b>（破折号）汽车司机，每个人都有一些来自该地区不同商店和仓库的物品（我们的“免费”送货需要小费），在<b>联邦快递</b>（FDX）一周后一两盒。如果你想知道是什么扰乱了美国国内的供应链，沃尔玛+的创造是另一个嫌疑人。不知何故，管理层需要为在线订单找出一个更好的单一交付程序。</blockquote></p><p> Walmart's Seeking Alpha&nbsp;<i>Quant Ranking</i>&nbsp;is above-average vs. retailing peers and the overall stock market, pictured below. This score fits with my research and thinking. The company has a solid footing for minor gains, although a monster climb seems unlikely from $149 a share.</p><p><blockquote>沃尔玛寻求阿尔法<i>量化排名</i>与零售同行和整体股市相比，高于平均水平，如下图所示。这个分数符合我的研究和思考。该公司拥有小幅上涨的坚实基础，尽管从每股149美元开始大幅上涨似乎不太可能。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad55f3058b3fa946e72a602aa4db5536\" tg-width=\"302\" tg-height=\"256\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> I rate the technical chart pattern as constructive, but lacking standout accumulation patterns. Momentum analysis suggests a market-neutral to slightly bullish future.</p><p><blockquote>我认为技术图表模式具有建设性，但缺乏突出的累积模式。动量分析表明未来市场中性至小幅看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c9d88e8c5b5ba131be1d7ee7186f251\" tg-width=\"700\" tg-height=\"639\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> To me, based on 35 years of trading experience, playing defense in portfolio construction should be your primary goal at the end of 2021. Walmart's strong outperformance history during previous Wall Street shakeouts, and a relative valuation setup that looks quite reasonable are the excuses for me to become more positive on its investment outlook.</p><p><blockquote>对我来说，基于35年的交易经验，在投资组合构建中发挥防御作用应该是您在2021年底的首要目标。沃尔玛在之前的华尔街洗牌中表现强劲，而且相对估值设置看起来相当合理，这些都是我对其投资前景更加乐观的借口。</blockquote></p><p> The biggest risks are macroeconomic in nature, including the possibility of a stock market crash, or a black swan geopolitical confrontation with China. Both scenarios would send all stocks dramatically lower, including Walmart.</p><p><blockquote>最大的风险本质上是宏观经济，包括股市崩盘的可能性，或者与中国发生黑天鹅地缘政治对抗。这两种情况都会导致所有股票大幅下跌，包括沃尔玛。</blockquote></p><p> Outside of these super-bear developments, I am projecting single digit total returns from Walmart in the 5-10% range annually over the next 3-5 years. While this forecast may sound uninspiring, if the S&amp;P 500 ends up declining -20% to -30% over the equivalent period as interest rates rise and valuations come back to earth, a +15% to +40% net gain in Walmart shares may prove a truly bullish result into 2024-26. Again, the potential for dramatic outperformance in a bear market during 2022 is my primary bullish thesis.</p><p><blockquote>除了这些超级熊市的发展之外，我预计沃尔玛在未来3-5年内每年的个位数总回报率将在5-10%之间。虽然这一预测听起来可能并不鼓舞人心，但如果随着利率上升和估值回归正常，标普500最终在同期下跌-20%至-30%，沃尔玛股票的净收益可能会增加+15%至+40%。到2024-26年，这将是一个真正看涨的结果。同样，2022年熊市中表现出色的潜力是我的主要看涨论点。</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>Walmart: A Smart Defensive Choice During Bear Markets<blockquote>沃尔玛：熊市期间明智的防御选择</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\">\nWalmart: A Smart Defensive Choice During Bear Markets<blockquote>沃尔玛：熊市期间明智的防御选择</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-04 22:56</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>Walmart has underperformed the strong market advance of 2021, but should survive far better than the S&amp;P 500 average given a serious bear phase is next.</li>  <li>Historically, Walmart is a top choice to own during sell-offs on Wall Street.</li>  <li>An above-average dividend yield story vs. peers and the S&amp;P 500 is noteworthy.</li>  <li>Its basic valuation setup is closer to a normal trading range than the majority of U.S. blue-chip equity investments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac653c37659c9a42795602c367ced74a\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>LarryHerfindal/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>沃尔玛的表现落后于2021年的强劲市场增长，但鉴于接下来将进入严重的熊市阶段，其生存状况应该会远好于标普500平均水平。</li><li>从历史上看，沃尔玛是华尔街抛售期间的首选。</li><li>与同行和标普500相比，高于平均水平的股息收益率故事值得注意。</li><li>其基本估值设置比大多数美国蓝筹股投资更接近正常交易区间。</li></ul><p class=\"t-img-caption\"><span>LarryHerfindal/iStock未通过Getty Images发布</span></p></blockquote></p><p> My feelings on&nbsp;<b>Walmart</b>(WMT) have been mixed to neutral for a number of years. Slow but steady growth trends in the overall U.S. economy have produced an annualized total return of +14% the past five years, about what has been generated by Wall Street equity investments generally. My last mention of the company in an&nbsp;article here during August 2020&nbsp;found a standoff between positive and negative forces for the stock, with an expectation of an eventual decline in price. While a meaningful sell-off never materialized, its performance has been particularly lackluster vs. other U.S. stocks, general merchandise peers, and the rest of the retail industry since then, pictured below. My comparison group includes&nbsp;<b>Target</b>(TGT),<b>Costco</b>(COST),<b>Dollar General</b>(DG), and&nbsp;<b>Amazon</b>(AMZN), plus the&nbsp;<b>Invesco NASDAQ 100 ETF</b>(QQQ),<b>SPDR S&amp;P 500 ETF</b>(SPY), and&nbsp;<b>SPDR S&amp;P Retail ETF</b>(XRT).</p><p><blockquote>我的感觉<b>沃尔玛</b>(WMT)多年来一直处于混合至中性状态。过去五年，美国整体经济缓慢但稳定的增长趋势产生了+14%的年化总回报率，大约相当于华尔街股票投资的总体回报率。我最后一次在2020年8月的一篇文章中提到该公司时，发现该股的正面和负面力量之间存在僵局，预计价格最终会下跌。虽然有意义的抛售从未实现，但自那时以来，与其他美国股票、百货同行和零售业的其他股票相比，其表现尤其黯淡，如下图所示。我的比较组包括<b>目标</b>（TGT），<b>Costco</b>（成本），<b>美元将军</b>(DG)，以及<b>亚马逊</b>（AMZN），加上<b>景顺纳斯达克100 ETF</b>（QQQ），<b>SPDR标普500 ETF</b>（SPDR标普500指数ETF），以及<b>SPDR标准普尔零售ETF</b>（XRT）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42bcf1a67f9f79c255437d68c2a5ac77\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The silver lining for Walmart shareholders is the company may be better situated for a major bear market on Wall Street and/or the appearance of another recession, than the vast majority of individual stocks you can buy in early November. Defensive trading characteristics in the past, an interesting dividend story today, and a worthwhile \"relative\" valuation are all arguments to stay the course (assuming you already own a position), or seriously consider purchasing a stake in this mega-cap blue chip. If you are worried about a sizable equity market setback like I am, Walmart could be an excellent place to park some investment capital, especially inside hedged long/short portfolio designs.</p><p><blockquote>对于沃尔玛股东来说，一线希望是，与11月初可以购买的绝大多数个股相比，该公司可能更适合华尔街的重大熊市和/或另一场经济衰退的出现。过去的防御性交易特征、今天有趣的股息故事以及有价值的“相对”估值都是坚持到底（假设您已经持有头寸）或认真考虑购买这家大型蓝筹股股份的论据。如果你像我一样担心股市大幅下跌，沃尔玛可能是存放一些投资资本的绝佳场所，尤其是在对冲多头/空头投资组合设计中。</blockquote></p><p> <b>Outperformance in Bear Markets</b></p><p><blockquote><b>在熊市中表现出色</b></blockquote></p><p> For students of market history, Walmart has been the most consistent \"outperformer\" in the retail group during past bear markets of greater than 15%, over the last two decades. Below are total return performance graphs vs. the same peer business group and general market indexes. The pandemic panic drop between January and the end of March 2020 is pictured, alongside the late 2018 FED tightening drawdown, second half of 2011 U.S. Treasury downgrade selling, late 2007 to March 2009 Great Recession, and Dotcom bust of September 2000 to October 2002. Believe it or not, Walmart traded flat to higher for investors during each of these equity market liquidation spans! [Dollar General and the SPDR Retail ETF did not exist in the last two examples.]</p><p><blockquote>对于学习市场历史的学生来说，在过去二十年超过15%的熊市中，沃尔玛一直是零售集团中最稳定的“跑赢者”。以下是与相同同行业务集团和一般市场指数的总回报绩效图。图中显示了2020年1月至3月底之间的疫情恐慌性下跌，以及2018年底美联储紧缩缩减、2011年下半年美国国债评级下调抛售、2007年底至2009年3月的大衰退以及2000年9月至2002年10月的互联网泡沫破裂。不管你信不信，在每个股市清算期间，沃尔玛对投资者的交易价格都持平或上涨！[最后两个例子中不存在Dollar General和SPDR Retail ETF。]</blockquote></p><p> <img src=\"https://static.tigerbbs.com/da53b54d234b335d31e7fdffd3f7648c\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/8d40249863e58e5fefa2d9352ede5857\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9b775dc9e021038acdc6be3ed7b0c0b2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/453bbdfa018833c99be8cb486edb6321\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9c44c2e2edbb68024dc9f3749c5cfaa6\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Dividend Yield</b></p><p><blockquote><b>股息率</b></blockquote></p><p> Walmart's dividend yield has been on the higher end of the range vs. major competitors and the S&amp;P 500 for a number of years, but has now morphed into the dividend leader for our peer group since summertime. The 1.46% yield is far from extraordinary vs. America's rising inflation rate backdrop in 2021. The good news regarding inflation is the company should be able to easily pass along rising goods pricing and labor costs, as consumers are flush with cash. If Walmart cannot raise prices to consumers in the future, the whole economy and equity market is in serious trouble. In addition, the $2.20 dividend represents 20% of trailing cash flow generation, and 30% of expected forward earnings. If the economy is functioning more normally next year (as pandemic issues fade), Walmart could raise its dividend payout far stronger than the few pennies per year increase of late.</p><p><blockquote>多年来，与主要竞争对手和标普500相比，沃尔玛的股息收益率一直处于较高水平，但自夏季以来，沃尔玛已成为我们同行的股息领先者。与2021年美国通胀率上升的背景相比，1.46%的收益率远非非凡。关于通货膨胀的好消息是，由于消费者现金充裕，该公司应该能够轻松转嫁不断上涨的商品价格和劳动力成本。如果沃尔玛未来不能提高对消费者的价格，整个经济和股权市场就会陷入严重困境。此外，2.20美元的股息占追踪现金流生成量的20%和预期远期收益的30%。如果明年经济运行更加正常（随着大流行问题的消退），沃尔玛可能会提高股息支付，远高于最近每年几美分的增幅。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/880c8914579ba9a0121c7af57951b4c2\" tg-width=\"635\" tg-height=\"535\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/86eedae89f82dc9e6b367067ad08d7d4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Improving Relative Valuation</b></p><p><blockquote><b>提高相对估值</b></blockquote></p><p> Compared to the top online merchandiser, other national supercenter chains, and the main low-rent dollar store, Walmart holds the lowest price to forward 1-year sales multiple. Plus, valuations on price to earnings estimates into 2022-23 are starting to make a stronger case for Walmart ownership.</p><p><blockquote>与顶级在线商家、其他全国连锁超市和主要的低租金一元店相比，沃尔玛拥有最低的价格，可以实现1年的销售倍数。此外，对2022-23年市盈率的估值开始为沃尔玛的所有权提供更有力的理由。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e9f31af8e2e6e27dc583ee96e195aead\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/24e679deafc2840bb793b4a3e554bb18\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Basic analysis of Walmart's underlying fundamental worth highlights a stock that is fairly priced vs. the last 30 years of trading. Price to trailing annual sales, cash flow and book value are on the high end of trading the last decade, but well below normal on a 30-year review (although potential growth rates were higher decades ago). A normalized P/E of less than 25x into 2022 is also very average for Walmart historically. In context, you might expect a more expensive position from America's leading physical-store retailer during arguably the most overvalued condition ever for U.S. equities in late 2021. If you think Walmart is too expensive, then about 90% of Wall Street alternatives should also logically be avoided. My conclusion: if you can gulp high valuations from the current market, Walmart's underlying business setup is worthy of your consideration.</p><p><blockquote>对沃尔玛基本价值的基本分析强调了该股票与过去30年的交易相比定价合理。过去十年，历史年销售额、现金流和账面价值的价格处于交易的高端，但远低于30年回顾的正常水平（尽管几十年前的潜在增长率更高）。从历史上看，沃尔玛到2022年的正常化市盈率低于25倍也非常平均。在这种情况下，您可能会预计，在2021年底美国股市可能处于有史以来最高估的情况下，美国领先的实体店零售商的头寸会更加昂贵。如果你认为沃尔玛太贵，那么从逻辑上讲，大约90%的华尔街替代品也应该避免。我的结论是：如果你能吞下当前市场的高估值，沃尔玛的基础业务设置值得你考虑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9453bbd28ab7c5542b64b4d5b1f02418\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> My family uses the curbside pickup service at our local Walmart, a reaction to the pandemic. We actually love the experience and time saved. So, this invention will remain part of our shopping routine into the future. We tried the Walmart+ free delivery service. It's turned into a complete fiasco. Sometimes we'll receive six or seven deliveries off our same order from various gig-economy&nbsp;<b>DoorDash</b>(DASH) car drivers, each with a few items from different stores and warehouses in the area (requiring a tip for our \"free\" delivery), on top of a&nbsp;<b>FedEx</b>(FDX) box or two a week later. If you want to know what's messing up the supply chain inside America, the Walmart+ creation is another suspect. Somehow, management needs to figure out a better single delivery routine for online orders.</p><p><blockquote>我的家人使用当地沃尔玛的路边取货服务，这是对疫情的反应。我们真的很喜欢这种体验和节省的时间。因此，这项发明在未来仍将是我们日常购物的一部分。我们尝试了沃尔玛+免费送货服务。这已经变成了一场彻底的惨败。有时我们会收到来自不同零工经济的同一订单的六七批货<b>DoorDash</b>（破折号）汽车司机，每个人都有一些来自该地区不同商店和仓库的物品（我们的“免费”送货需要小费），在<b>联邦快递</b>（FDX）一周后一两盒。如果你想知道是什么扰乱了美国国内的供应链，沃尔玛+的创造是另一个嫌疑人。不知何故，管理层需要为在线订单找出一个更好的单一交付程序。</blockquote></p><p> Walmart's Seeking Alpha&nbsp;<i>Quant Ranking</i>&nbsp;is above-average vs. retailing peers and the overall stock market, pictured below. This score fits with my research and thinking. The company has a solid footing for minor gains, although a monster climb seems unlikely from $149 a share.</p><p><blockquote>沃尔玛寻求阿尔法<i>量化排名</i>与零售同行和整体股市相比，高于平均水平，如下图所示。这个分数符合我的研究和思考。该公司拥有小幅上涨的坚实基础，尽管从每股149美元开始大幅上涨似乎不太可能。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ad55f3058b3fa946e72a602aa4db5536\" tg-width=\"302\" tg-height=\"256\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> I rate the technical chart pattern as constructive, but lacking standout accumulation patterns. Momentum analysis suggests a market-neutral to slightly bullish future.</p><p><blockquote>我认为技术图表模式具有建设性，但缺乏突出的累积模式。动量分析表明未来市场中性至小幅看涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c9d88e8c5b5ba131be1d7ee7186f251\" tg-width=\"700\" tg-height=\"639\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> To me, based on 35 years of trading experience, playing defense in portfolio construction should be your primary goal at the end of 2021. Walmart's strong outperformance history during previous Wall Street shakeouts, and a relative valuation setup that looks quite reasonable are the excuses for me to become more positive on its investment outlook.</p><p><blockquote>对我来说，基于35年的交易经验，在投资组合构建中发挥防御作用应该是您在2021年底的首要目标。沃尔玛在之前的华尔街洗牌中表现强劲，而且相对估值设置看起来相当合理，这些都是我对其投资前景更加乐观的借口。</blockquote></p><p> The biggest risks are macroeconomic in nature, including the possibility of a stock market crash, or a black swan geopolitical confrontation with China. Both scenarios would send all stocks dramatically lower, including Walmart.</p><p><blockquote>最大的风险本质上是宏观经济，包括股市崩盘的可能性，或者与中国发生黑天鹅地缘政治对抗。这两种情况都会导致所有股票大幅下跌，包括沃尔玛。</blockquote></p><p> Outside of these super-bear developments, I am projecting single digit total returns from Walmart in the 5-10% range annually over the next 3-5 years. While this forecast may sound uninspiring, if the S&amp;P 500 ends up declining -20% to -30% over the equivalent period as interest rates rise and valuations come back to earth, a +15% to +40% net gain in Walmart shares may prove a truly bullish result into 2024-26. Again, the potential for dramatic outperformance in a bear market during 2022 is my primary bullish thesis.</p><p><blockquote>除了这些超级熊市的发展之外，我预计沃尔玛在未来3-5年内每年的个位数总回报率将在5-10%之间。虽然这一预测听起来可能并不鼓舞人心，但如果随着利率上升和估值回归正常，标普500最终在同期下跌-20%至-30%，沃尔玛股票的净收益可能会增加+15%至+40%。到2024-26年，这将是一个真正看涨的结果。同样，2022年熊市中表现出色的潜力是我的主要看涨论点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4465356-walmart-a-smart-defensive-choice\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛"},"source_url":"https://seekingalpha.com/article/4465356-walmart-a-smart-defensive-choice","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188696728","content_text":"Summary\n\nWalmart has underperformed the strong market advance of 2021, but should survive far better than the S&P 500 average given a serious bear phase is next.\nHistorically, Walmart is a top choice to own during sell-offs on Wall Street.\nAn above-average dividend yield story vs. peers and the S&P 500 is noteworthy.\nIts basic valuation setup is closer to a normal trading range than the majority of U.S. blue-chip equity investments.\n\nLarryHerfindal/iStock Unreleased via Getty Images\nMy feelings on Walmart(WMT) have been mixed to neutral for a number of years. Slow but steady growth trends in the overall U.S. economy have produced an annualized total return of +14% the past five years, about what has been generated by Wall Street equity investments generally. My last mention of the company in an article here during August 2020 found a standoff between positive and negative forces for the stock, with an expectation of an eventual decline in price. While a meaningful sell-off never materialized, its performance has been particularly lackluster vs. other U.S. stocks, general merchandise peers, and the rest of the retail industry since then, pictured below. My comparison group includes Target(TGT),Costco(COST),Dollar General(DG), and Amazon(AMZN), plus the Invesco NASDAQ 100 ETF(QQQ),SPDR S&P 500 ETF(SPY), and SPDR S&P Retail ETF(XRT).\n\nThe silver lining for Walmart shareholders is the company may be better situated for a major bear market on Wall Street and/or the appearance of another recession, than the vast majority of individual stocks you can buy in early November. Defensive trading characteristics in the past, an interesting dividend story today, and a worthwhile \"relative\" valuation are all arguments to stay the course (assuming you already own a position), or seriously consider purchasing a stake in this mega-cap blue chip. If you are worried about a sizable equity market setback like I am, Walmart could be an excellent place to park some investment capital, especially inside hedged long/short portfolio designs.\nOutperformance in Bear Markets\nFor students of market history, Walmart has been the most consistent \"outperformer\" in the retail group during past bear markets of greater than 15%, over the last two decades. Below are total return performance graphs vs. the same peer business group and general market indexes. The pandemic panic drop between January and the end of March 2020 is pictured, alongside the late 2018 FED tightening drawdown, second half of 2011 U.S. Treasury downgrade selling, late 2007 to March 2009 Great Recession, and Dotcom bust of September 2000 to October 2002. Believe it or not, Walmart traded flat to higher for investors during each of these equity market liquidation spans! [Dollar General and the SPDR Retail ETF did not exist in the last two examples.]\n\nDividend Yield\nWalmart's dividend yield has been on the higher end of the range vs. major competitors and the S&P 500 for a number of years, but has now morphed into the dividend leader for our peer group since summertime. The 1.46% yield is far from extraordinary vs. America's rising inflation rate backdrop in 2021. The good news regarding inflation is the company should be able to easily pass along rising goods pricing and labor costs, as consumers are flush with cash. If Walmart cannot raise prices to consumers in the future, the whole economy and equity market is in serious trouble. In addition, the $2.20 dividend represents 20% of trailing cash flow generation, and 30% of expected forward earnings. If the economy is functioning more normally next year (as pandemic issues fade), Walmart could raise its dividend payout far stronger than the few pennies per year increase of late.\n\nImproving Relative Valuation\nCompared to the top online merchandiser, other national supercenter chains, and the main low-rent dollar store, Walmart holds the lowest price to forward 1-year sales multiple. Plus, valuations on price to earnings estimates into 2022-23 are starting to make a stronger case for Walmart ownership.\n\nBasic analysis of Walmart's underlying fundamental worth highlights a stock that is fairly priced vs. the last 30 years of trading. Price to trailing annual sales, cash flow and book value are on the high end of trading the last decade, but well below normal on a 30-year review (although potential growth rates were higher decades ago). A normalized P/E of less than 25x into 2022 is also very average for Walmart historically. In context, you might expect a more expensive position from America's leading physical-store retailer during arguably the most overvalued condition ever for U.S. equities in late 2021. If you think Walmart is too expensive, then about 90% of Wall Street alternatives should also logically be avoided. My conclusion: if you can gulp high valuations from the current market, Walmart's underlying business setup is worthy of your consideration.\n\nFinal Thoughts\nMy family uses the curbside pickup service at our local Walmart, a reaction to the pandemic. We actually love the experience and time saved. So, this invention will remain part of our shopping routine into the future. We tried the Walmart+ free delivery service. It's turned into a complete fiasco. Sometimes we'll receive six or seven deliveries off our same order from various gig-economy DoorDash(DASH) car drivers, each with a few items from different stores and warehouses in the area (requiring a tip for our \"free\" delivery), on top of a FedEx(FDX) box or two a week later. If you want to know what's messing up the supply chain inside America, the Walmart+ creation is another suspect. Somehow, management needs to figure out a better single delivery routine for online orders.\nWalmart's Seeking Alpha Quant Ranking is above-average vs. retailing peers and the overall stock market, pictured below. This score fits with my research and thinking. The company has a solid footing for minor gains, although a monster climb seems unlikely from $149 a share.\n\nI rate the technical chart pattern as constructive, but lacking standout accumulation patterns. Momentum analysis suggests a market-neutral to slightly bullish future.\n\nTo me, based on 35 years of trading experience, playing defense in portfolio construction should be your primary goal at the end of 2021. Walmart's strong outperformance history during previous Wall Street shakeouts, and a relative valuation setup that looks quite reasonable are the excuses for me to become more positive on its investment outlook.\nThe biggest risks are macroeconomic in nature, including the possibility of a stock market crash, or a black swan geopolitical confrontation with China. Both scenarios would send all stocks dramatically lower, including Walmart.\nOutside of these super-bear developments, I am projecting single digit total returns from Walmart in the 5-10% range annually over the next 3-5 years. While this forecast may sound uninspiring, if the S&P 500 ends up declining -20% to -30% over the equivalent period as interest rates rise and valuations come back to earth, a +15% to +40% net gain in Walmart shares may prove a truly bullish result into 2024-26. Again, the potential for dramatic outperformance in a bear market during 2022 is my primary bullish thesis.","news_type":1,"symbols_score_info":{"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841495360,"gmtCreate":1635931545193,"gmtModify":1635931590029,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586548382383976","idStr":"3586548382383976"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841495360","repostId":"1118295005","repostType":4,"repost":{"id":"1118295005","kind":"news","pubTimestamp":1635929648,"share":"https://www.laohu8.com/m/news/1118295005?lang=zh_CN&edition=full","pubTime":"2021-11-03 16:54","market":"us","language":"en","title":"The Fed's Two-Day Meeting Is About to End. What to Expect.<blockquote>美联储为期两天的会议即将结束。期待什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118295005","media":"Barrons","summary":"The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergen","content":"<p>The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergency bond buys is a foregone conclusion; what’s not so certain is how officials will handle still-rising inflation and rising expectations for more aggressive interest-rate policy.</p><p><blockquote>美联储为期两天的会议今天结束。正式宣布减少紧急债券购买已成定局；不太确定的是，官员们将如何应对仍在上升的通胀和对更激进利率政策的预期不断上升。</blockquote></p><p> First, on tapering: The Federal Open Market Committee, the Fed’s policy-setting arm, is widely expected to say they will this month begin tapering the $120 billion in monthly Treasury and mortgage-backed securities purchases launched in response to the coronavirus pandemic. Aneta Markowska, chief economist at Jefferies, expects the first reduction of $10 billion in Treasuries and $5 billion in mortgage-backed securities to go into effect Nov. 15. That would be just after the New York Fed publishes its next schedule of monthly purchases and thus the next opportunity to implement the change, she says.</p><p><blockquote>首先，关于缩减规模：人们普遍预计美联储的政策制定机构联邦公开市场委员会将表示，他们将于本月开始缩减为应对冠状病毒大流行而推出的每月1200亿美元国债和抵押贷款支持证券购买规模。Jefferies首席经济学家Aneta Markowska预计，首次削减100亿美元美国国债和50亿美元抵押贷款支持证券将于11月15日生效。她表示，这将是在纽约联储公布下一个月度购买计划之后，因此是实施这一变化的下一个机会。</blockquote></p><p> The bigger question, Markowska says, is whether the FOMC will keep its language about inflation being “transitory.” Fed Chair Jerome Powell has reiterated since the economy began to reopen that rising prices are the result of reopening bursts and supply-chain kinks, meaning inflation would be fleeting. But the data are increasingly undermining that view. A 39-year high in the quarterly Employment Cost Index, released last Friday, is one particularly worrisome development. Surging wages come as productivity is slowing; central bankers have been counting on a productivity boom to outpace and thus offset the impact of rising wages. The idea is that productivity growth would act as a shock absorber to cap overall inflation, but that assumption may not be so reliable.</p><p><blockquote>Markowska表示，更大的问题是联邦公开市场委员会是否会保留有关通胀“暂时性”的措辞。自经济开始重新开放以来，美联储主席杰罗姆·鲍威尔一直重申，物价上涨是重新开放和供应链扭结的结果，这意味着通胀将转瞬即逝。但数据越来越多地破坏了这一观点。上周五发布的季度就业成本指数创39年来新高，这是一个特别令人担忧的事态发展。随着生产率放缓，工资飙升；央行行长们一直指望生产率的繁荣能够超越并从而抵消工资上涨的影响。这个想法是，生产率增长将充当限制整体通胀的减震器，但这一假设可能不那么可靠。</blockquote></p><p> Economists are split over whether the updated FOMC statement will call inflation “transitory.” Markwoska, for her part, says she is leaning toward a “yes,” because removing it would rattle investors, unhinge the front-end of the yield curve and cause a tightening of financial conditions. “Instead, we expect the Fed to finesse the accompanying language, by acknowledging that inflation pressures have been more persistent than expected,” she says.</p><p><blockquote>对于更新后的FOMC声明是否会将通胀看涨期权为“暂时性”，经济学家存在分歧。马克沃斯卡则表示，她倾向于“是”，因为取消它会让投资者感到不安，扰乱收益率曲线的前端，并导致金融状况收紧。“相反，我们预计美联储将巧妙地处理附带的措辞，承认通胀压力比预期更加持久，”她表示。</blockquote></p><p> Whether or not the policy statement reflects a change in officials’ view of inflation, Powell is sure to field questions on the topic once his press conference starts at 2:30 p.m. ET. Markowska says he is likely to push back on early rate increase expectations, odds of which are rising given the incoming inflation data and rising consumer inflation expectations. Powell has directed investors’ attention toward the latter, given that inflation expectations are key to whether or not rising prices wind up sticking around. Expectations for ongoing price increases can affect consumer behavior, bringing demand forward and reinforcing inflation.</p><p><blockquote>无论政策声明是否反映了官员们对通胀看法的变化，鲍威尔肯定会在下午2:30举行的新闻发布会上回答有关该主题的问题。等。Markowska表示，他可能会推迟早期加息预期，鉴于即将公布的通胀数据和消费者通胀预期上升，加息的可能性正在上升。鉴于通胀预期是物价上涨最终能否持续的关键，鲍威尔已将投资者的注意力转向后者。对价格持续上涨的预期会影响消费者行为，推动需求并加剧通胀。</blockquote></p><p> At this point, the Fed is probably not comfortable with the two interest-rate increases currently priced in for next year, says Markowska. (The Fed has been emphasizing that it doesn’t plan to lift off immediately after tapering concludes, instead waiting until 2023 before raising rates). “But Powell will have to walk a very fine line,” Markowska says, “since pushing back too hard could unhinge inflation expectations but not pushing back at all could unsettle the front-end of the yield curve,” which is more rate-sensitive.</p><p><blockquote>Markowska表示，目前美联储可能对目前预计的明年两次加息感到不舒服。（美联储一直强调，它不打算在缩减结束后立即加息，而是等到2023年再加息）。“但鲍威尔将不得不走一条非常微妙的路线，”马科夫斯卡表示，“因为过于强烈地推迟可能会扰乱通胀预期，但根本不推迟可能会扰乱收益率曲线的前端，”这对利率更加敏感。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed's Two-Day Meeting Is About to End. What to Expect.<blockquote>美联储为期两天的会议即将结束。期待什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed's Two-Day Meeting Is About to End. What to Expect.<blockquote>美联储为期两天的会议即将结束。期待什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-03 16:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergency bond buys is a foregone conclusion; what’s not so certain is how officials will handle still-rising inflation and rising expectations for more aggressive interest-rate policy.</p><p><blockquote>美联储为期两天的会议今天结束。正式宣布减少紧急债券购买已成定局；不太确定的是，官员们将如何应对仍在上升的通胀和对更激进利率政策的预期不断上升。</blockquote></p><p> First, on tapering: The Federal Open Market Committee, the Fed’s policy-setting arm, is widely expected to say they will this month begin tapering the $120 billion in monthly Treasury and mortgage-backed securities purchases launched in response to the coronavirus pandemic. Aneta Markowska, chief economist at Jefferies, expects the first reduction of $10 billion in Treasuries and $5 billion in mortgage-backed securities to go into effect Nov. 15. That would be just after the New York Fed publishes its next schedule of monthly purchases and thus the next opportunity to implement the change, she says.</p><p><blockquote>首先，关于缩减规模：人们普遍预计美联储的政策制定机构联邦公开市场委员会将表示，他们将于本月开始缩减为应对冠状病毒大流行而推出的每月1200亿美元国债和抵押贷款支持证券购买规模。Jefferies首席经济学家Aneta Markowska预计，首次削减100亿美元美国国债和50亿美元抵押贷款支持证券将于11月15日生效。她表示，这将是在纽约联储公布下一个月度购买计划之后，因此是实施这一变化的下一个机会。</blockquote></p><p> The bigger question, Markowska says, is whether the FOMC will keep its language about inflation being “transitory.” Fed Chair Jerome Powell has reiterated since the economy began to reopen that rising prices are the result of reopening bursts and supply-chain kinks, meaning inflation would be fleeting. But the data are increasingly undermining that view. A 39-year high in the quarterly Employment Cost Index, released last Friday, is one particularly worrisome development. Surging wages come as productivity is slowing; central bankers have been counting on a productivity boom to outpace and thus offset the impact of rising wages. The idea is that productivity growth would act as a shock absorber to cap overall inflation, but that assumption may not be so reliable.</p><p><blockquote>Markowska表示，更大的问题是联邦公开市场委员会是否会保留有关通胀“暂时性”的措辞。自经济开始重新开放以来，美联储主席杰罗姆·鲍威尔一直重申，物价上涨是重新开放和供应链扭结的结果，这意味着通胀将转瞬即逝。但数据越来越多地破坏了这一观点。上周五发布的季度就业成本指数创39年来新高，这是一个特别令人担忧的事态发展。随着生产率放缓，工资飙升；央行行长们一直指望生产率的繁荣能够超越并从而抵消工资上涨的影响。这个想法是，生产率增长将充当限制整体通胀的减震器，但这一假设可能不那么可靠。</blockquote></p><p> Economists are split over whether the updated FOMC statement will call inflation “transitory.” Markwoska, for her part, says she is leaning toward a “yes,” because removing it would rattle investors, unhinge the front-end of the yield curve and cause a tightening of financial conditions. “Instead, we expect the Fed to finesse the accompanying language, by acknowledging that inflation pressures have been more persistent than expected,” she says.</p><p><blockquote>对于更新后的FOMC声明是否会将通胀看涨期权为“暂时性”，经济学家存在分歧。马克沃斯卡则表示，她倾向于“是”，因为取消它会让投资者感到不安，扰乱收益率曲线的前端，并导致金融状况收紧。“相反，我们预计美联储将巧妙地处理附带的措辞，承认通胀压力比预期更加持久，”她表示。</blockquote></p><p> Whether or not the policy statement reflects a change in officials’ view of inflation, Powell is sure to field questions on the topic once his press conference starts at 2:30 p.m. ET. Markowska says he is likely to push back on early rate increase expectations, odds of which are rising given the incoming inflation data and rising consumer inflation expectations. Powell has directed investors’ attention toward the latter, given that inflation expectations are key to whether or not rising prices wind up sticking around. Expectations for ongoing price increases can affect consumer behavior, bringing demand forward and reinforcing inflation.</p><p><blockquote>无论政策声明是否反映了官员们对通胀看法的变化，鲍威尔肯定会在下午2:30举行的新闻发布会上回答有关该主题的问题。等。Markowska表示，他可能会推迟早期加息预期，鉴于即将公布的通胀数据和消费者通胀预期上升，加息的可能性正在上升。鉴于通胀预期是物价上涨最终能否持续的关键，鲍威尔已将投资者的注意力转向后者。对价格持续上涨的预期会影响消费者行为，推动需求并加剧通胀。</blockquote></p><p> At this point, the Fed is probably not comfortable with the two interest-rate increases currently priced in for next year, says Markowska. (The Fed has been emphasizing that it doesn’t plan to lift off immediately after tapering concludes, instead waiting until 2023 before raising rates). “But Powell will have to walk a very fine line,” Markowska says, “since pushing back too hard could unhinge inflation expectations but not pushing back at all could unsettle the front-end of the yield curve,” which is more rate-sensitive.</p><p><blockquote>Markowska表示，目前美联储可能对目前预计的明年两次加息感到不舒服。（美联储一直强调，它不打算在缩减结束后立即加息，而是等到2023年再加息）。“但鲍威尔将不得不走一条非常微妙的路线，”马科夫斯卡表示，“因为过于强烈地推迟可能会扰乱通胀预期，但根本不推迟可能会扰乱收益率曲线的前端，”这对利率更加敏感。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/is-inflation-here-to-stay-fed-today-51635925833?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/is-inflation-here-to-stay-fed-today-51635925833?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118295005","content_text":"The Federal Reserve’s two-day meeting ends today. A formal announcement about a reduction in emergency bond buys is a foregone conclusion; what’s not so certain is how officials will handle still-rising inflation and rising expectations for more aggressive interest-rate policy.\nFirst, on tapering: The Federal Open Market Committee, the Fed’s policy-setting arm, is widely expected to say they will this month begin tapering the $120 billion in monthly Treasury and mortgage-backed securities purchases launched in response to the coronavirus pandemic. Aneta Markowska, chief economist at Jefferies, expects the first reduction of $10 billion in Treasuries and $5 billion in mortgage-backed securities to go into effect Nov. 15. That would be just after the New York Fed publishes its next schedule of monthly purchases and thus the next opportunity to implement the change, she says.\nThe bigger question, Markowska says, is whether the FOMC will keep its language about inflation being “transitory.” Fed Chair Jerome Powell has reiterated since the economy began to reopen that rising prices are the result of reopening bursts and supply-chain kinks, meaning inflation would be fleeting. But the data are increasingly undermining that view. A 39-year high in the quarterly Employment Cost Index, released last Friday, is one particularly worrisome development. Surging wages come as productivity is slowing; central bankers have been counting on a productivity boom to outpace and thus offset the impact of rising wages. The idea is that productivity growth would act as a shock absorber to cap overall inflation, but that assumption may not be so reliable.\nEconomists are split over whether the updated FOMC statement will call inflation “transitory.” Markwoska, for her part, says she is leaning toward a “yes,” because removing it would rattle investors, unhinge the front-end of the yield curve and cause a tightening of financial conditions. “Instead, we expect the Fed to finesse the accompanying language, by acknowledging that inflation pressures have been more persistent than expected,” she says.\nWhether or not the policy statement reflects a change in officials’ view of inflation, Powell is sure to field questions on the topic once his press conference starts at 2:30 p.m. ET. Markowska says he is likely to push back on early rate increase expectations, odds of which are rising given the incoming inflation data and rising consumer inflation expectations. Powell has directed investors’ attention toward the latter, given that inflation expectations are key to whether or not rising prices wind up sticking around. Expectations for ongoing price increases can affect consumer behavior, bringing demand forward and reinforcing inflation.\nAt this point, the Fed is probably not comfortable with the two interest-rate increases currently priced in for next year, says Markowska. (The Fed has been emphasizing that it doesn’t plan to lift off immediately after tapering concludes, instead waiting until 2023 before raising rates). “But Powell will have to walk a very fine line,” Markowska says, “since pushing back too hard could unhinge inflation expectations but not pushing back at all could unsettle the front-end of the yield curve,” which is more rate-sensitive.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":849258802,"gmtCreate":1635760856853,"gmtModify":1635760856912,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849258802","repostId":"2179250221","repostType":4,"repost":{"id":"2179250221","kind":"news","pubTimestamp":1635721559,"share":"https://www.laohu8.com/m/news/2179250221?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:05","market":"us","language":"en","title":"Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179250221","media":"Yahoo Finance","summary":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set th","content":"<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Federal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFederal Reserve decision, October jobs report: What to know this week<blockquote>美联储决定、十月就业报告：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-01 07:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also ...</p><p><blockquote><div>美联储即将召开的货币政策会议将成为本周的焦点，并可能为期待已久的资产购买缩减公告奠定基础。与此同时，交易者也将...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html\">Yahoo Finance</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":{"RL":"拉夫劳伦","CLX":"高乐氏",".DJI":"道琼斯","APO":"阿波罗全球管理","EL":"雅诗兰黛",".IXIC":"NASDAQ Composite","UBER":"优步","PFE":"辉瑞","BLMN":"Bloomin' Brands","COP":"康菲石油",".SPX":"S&P 500 Index","ATVI":"动视暴雪","CRSR":"Corsair Gaming, Inc."},"source_url":"https://finance.yahoo.com/news/federal-reserve-meeting-october-jobs-report-what-to-know-this-week-151259921.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179250221","content_text":"The Federal Reserve's forthcoming monetary policy meeting will be in focus this week, and may set the stage for a long-awaited announcement of asset-purchase tapering. Meanwhile, traders will also await more data on the U.S. economic recovery with the Labor Department's monthly jobs report later this week.\nThe Federal Open Market Committee's (FOMC) November meeting will take place from Tuesday to Wednesday, with the policy statement and press conference from the meeting serving as the central bank's penultimate opportunity this year to announce formal plans to begin rolling back its crisis-era quantitative easing program. For the past year-and-a-half, the central bank has been purchasing $120 billion per month in agency mortgage-backed securities and Treasuries, as one major tool to support the economy during the pandemic.\nIn late September, the FOMC's latest monetary policy statement and press conference from Federal Reserve Chair Jerome Powell suggested the central bank was apt to announce the start of tapering before year-end, and continue the tapering process until \"around the middle of next year.\"\n\"The upcoming FOMC meeting will be important for three reasons: 1) the announcement of tapering; 2) guidance around what tapering means for the path of hikes; and 3) nuanced changes in views around inflation risks given recent data,\" wrote Bank of America economist Michelle Meyer in a note.\n\"The statement that announces the new pace of asset purchases will be followed by a note regarding flexibility stating that asset purchases are not on a pre-set course and will depend on the outlook for the labor market and inflation as well as an assessment of the efficacy of asset purchases,\" she predicted.\nShe noted that Powell may also use the press conference to reiterate that the end of tapering would not necessarily indicate the start of rate hikes, and that both policy actions are distinct. In previous public remarks, Powell has already made a similar point in previous public remarks, saying, \"the timing and pace of the coming reduction in asset purchases will not be intended to carry a direct signal regarding the timing of interest rate liftoff.\"\nGiven the market has been anticipating the start to tapering for months now, speculation around when the Fed will make a move on interest rates has become a point of particular interest to investors. Investors and economists have mulled whether the Fed may need to act more quickly than previously telegraphed on adjusting interest rates to stave off inflation, which has proven more long-lasting than some had suggested.\nWASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steve Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\nIn September, core personal consumption expenditures — the Fed's preferred gauge of underlying inflation — rose 3.6% over last year for a fourth consecutive month, coming in at the fastest clip since 1991. And earlier this month, Powell acknowledged in public remarks that the supply chain constraints and shortages that spurred the latest rise in prices are \"likely to last longer than previously expected, likely well into next year.\"\nWhile the central bank will not release an updated Summary of Economic Projections with their policy statement on Wednesday, the latest projections from the September meeting suggested the committee was split on rate hikes for 2022, with nine members seeing no rate hikes by the end of next year while the other nine members saw at least one hike.\n\"I think the Fed has pretty well determined to start the taper pretty quickly. We expect them to announce it next week and then start it soon thereafter, so that's pretty well carved in stone,\" Kathy Jones, Charles Schwab chief fixed income strategist, told Yahoo Finance Live last week. \"I think the big debate now is how quickly the Fed moves toward actually raising rates. The expectation in the market has really shifted to expecting as many as two rate hikes in 2022 and 2023 ... that’s a pretty aggressive pace of tightening.\"\nOctober jobs report\nOne of this week's most closely watched pieces of economic data will be the October jobs report, which is due for release on Friday from the Labor Department.\nEconomists are looking to see a pick-up in the pace of hiring for October after a disappointing print in September, when just 194,000 non-farm payrolls returned versus the half million expected. Over the past two months, payroll gains averaged at just 280,000. The unemployment rate is expected to take another small step toward pre-pandemic levels in October as well, with the jobless rate anticipated to dip to 4.7% from 4.8% the prior month.\nStill, the labor market has still fallen short its pre-pandemic conditions on a number of fronts. The unemployment rate has yet to return to its 50-year low of 3.5% from February 2020. And as of September, the civilian labor force was still down by about 3.1 million individuals from pre-virus levels.\nOne factor weighing on the labor market in August and September was the Delta variant, which may have deterred some workers from seeking employment in person for risk of infection. And an ongoing element dragging on the labor market's recovery has been a mismatch of supply and demand, with employers struggling to fill a near-record number of job openings while voluntary quits jumped to a historically high level.\n\"Next week’s October payrolls report will shed light on whether supply eased on diminishing constraints or if the labor market continues to face headwinds for now,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note last week.\nBut some data from the past couple weeks has reflected favorably on conditions in the labor market in October. Weekly new unemployment claims broke below 300,000 for the first time since the start of the pandemic during the survey week for the October jobs report, or the week that includes the 12th of the month. And in the Conference Board's October Consumer Confidence Index, just 10.6% of consumers said jobs were \"hard to get,\" down from 13.0% in September. That brought the Conference Board's closely watched labor market differential, or percentage of consumers saying jobs are \"hard to get\" subtracted from the percentage saying jobs \"are plentiful,\" to 45, or its highest level since 2000.\nEconomic calendar\n\nMonday: Markit U.S. Manufacturing PMI, Oct. final (59.3 expected, 59.2 in September); Constructing spending, month-over-month, September (0.4% expected, 0.0% in August); ISM Manufacturing Index, Oct. (60.5 expected, 61.1 in September)\nTuesday: No notable reports scheduled for release\nWednesday: MBA Mortgage Applications, week ended Oct. 29 (0.3% during prior week); ADP Employment Change, Oct. (400,000 expected, 568,000 in September); ISM Services Index, October (62.0 expected, 61.9 in September); Factory Orders, September (-0.1% expected, 1.2% in August); Durable goods orders, September final (-0.4% in prior print; Durable goods orders excluding transportation, September final (0.4% in prior print); Non-defense capital goods orders excluding aircraft, September final (0.8% in prior print); Markit U.S. Services PMI, October final (58.2 expected, 58.2 in prior print); Markit U.S. Composite PMI, October final (57.3 in prior print); Federal Open Market Committee monetary policy decision\nThursday: Challenger job cuts, year-over-year, October (-84.9% in September); Initial jobless claims, week ended Oct. 30 (275,000 expected, 281,000 during prior week); Continuing claims, week ended Oct. 23 (2.147 million expected, 2.243 million during prior week); Non-farm productivity, Q3 preliminary (-3.2% expected, 2.1% in Q2); Unit Labor Costs, Q3 preliminary (6.9% expected, 1.3% in Q2); Trade balance, September (-$80.1 billion expected, -$73.3 billion in August)\nFriday: Change in non-farm payrolls, October (450,000 expected, 194,000 in September); Unemployment rate, October (4.7% expected, 4.8% in September); Average hourly earnings, month-over-month, October (4.7% expected, 4.8% in September); Average hourly earnings, year-over-year, October (4.9% expected, 4.6% in September); Labor Force Participation Rate, October (61.8% expected, 61.6% in September); Consumer Credit, September ($16.200 billion expected, $14.379 million in August)\n\nEarnings calendar\n\nMonday: Clorox (CLX), Avis Budget Group (CAR), ZoomInfo Technologies (ZI), Chegg Inc. (CHGG), Diamondback Energy (FANG), The Simon Property Group (SPG) after market close\nTuesday: Under Armour (UAA), Estee Lauder (EL), Ralph Lauren (RL), Apollo Global Management (APO), Corsair Gaming (CRSR), Bloomin' Brands (BLMN), ConocoPhillips (COP), Pfizer (PFE), Groupon (GPN), Marathon Petroleum (MPC) before market open; Mondelez (MDLZ), T-Mobile (TMUS), Akamai (AKAM), Activision Blizzard (ATVI), Lyft (LYFT), Match Group (MTCH), Devon Energy (DVN), Chesapeake Energy (CHK), Coursera (COUR), Zillow Group (ZG), Amgen (AMGN) after market close\nWednesday: Humana (HUM), Discovery Inc. (DISCA), The New York Times (NYT), Norwegian Cruise Line Holdings (NCLH), Marriott International (MAR), CVS Health Corp. (CVS), Sinclair Broadcast Group (SBGI) before market open; Booking Holdings (BKNG), Qorvo (QRVO), The Allstate Corp. (ALL), MGM Resorts International (MGM), $Take-Two Interactive Software(TTWO)$ (TTWO), Electronic Arts (EA), Vimeo (VMEO), Etsy (ETSY), GoDaddy (GDDY), Marathon Oil Corp. (MRO), Roku (ROKU), Qualcomm (QCOM) after market close\nThursday: Cigna (CI), Wayfair (W), ViacomCBS (VIAC), Nikola (NKLA), Duke Energy (DUK), Citrix Systems (CTXS), Regeneron Pharmaceuticals (REGN), Hanesbrands (HBI), Moderna (MRNA), Planet Fitness (PLNT), Vulcan Material (VMC), Kellogg (K), Square (SQ), Cloudflare (NET), Occidental Petroleum (OXY), Uber Technologies (UBER), American International Group (AIG), Shake Shack (SHAK), iHeartMedia (IHRT), Novavax (NVAX), IAC Interactive Corp. (IAC), Peloton (PTON), Dropbox (DBX), DataDog (DDOG), Pinterest (PINS), Skyworks Solutions (SWKS), Expedia (EXPE), Rocket Cos. (RKT), Live Nation Entertainment (LYV), Airbnb (ABNB)\nFriday: Wynn Resorts (WYNN), Dish Networks (DISH), Dominion Energy (D), DraftKings (DKNG), Goodyear Tire and Rubber (GT), Cinemark Holdings (CNK) before market open","news_type":1,"symbols_score_info":{"UBER":0.9,"PFE":0.9,".IXIC":0.9,"COP":0.9,"CLX":0.9,"BLMN":0.9,"RL":0.9,".DJI":0.9,".SPX":0.9,"EL":0.9,"ATVI":0.9,"APO":0.9,"CRSR":0.9}},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696563435,"gmtCreate":1640736585030,"gmtModify":1640736585153,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/696563435","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863068457,"gmtCreate":1632341151779,"gmtModify":1632801146254,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863068457","repostId":"1146187405","repostType":4,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836987518,"gmtCreate":1629447781234,"gmtModify":1631890595593,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"like n comment pls","listText":"like n comment pls","text":"like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836987518","repostId":"1121592968","repostType":4,"repost":{"id":"1121592968","kind":"news","pubTimestamp":1629446571,"share":"https://www.laohu8.com/m/news/1121592968?lang=zh_CN&edition=full","pubTime":"2021-08-20 16:02","market":"us","language":"en","title":"Cathie Wood: 'We couldn't be further away from a bubble'<blockquote>凯西·伍德：“我们离泡沫再远不过了”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121592968","media":"Seeking Alpha","summary":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent ","content":"<p><ul>  <li>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and&nbsp;short interest regarding ARK Invests actively managed ETFs.</li>  <li>When asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.</li>  <li>Five of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.</li>  <li>Wood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.</li>  <li>Daily price action on ARKs ETFs:</li>  <li><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:&nbsp;ARKK):&nbsp;-0.32%.</li>  <li><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:&nbsp;ARKQ):&nbsp;-0.25%.</li>  <li><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:&nbsp;ARKW):&nbsp;-0.10%.</li>  <li><a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:&nbsp;ARKG):&nbsp;-0.48%.</li>  <li><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:&nbsp;ARKF):&nbsp;-0.16%.</li>  <li><a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration &amp; Innovation ETF</a> (BATS:&nbsp;ARKX):-0.25%.</li>  <li>Moreover, see how ARK Invest's six actively managed ETFs fared against each other&nbsp;over a one-year period in the chart below.</li> </ul> <img src=\"https://static.tigerbbs.com/472b8efcd44713aadecd32f6c19ae3a0\" tg-width=\"720\" tg-height=\"251\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>凯西·伍德(Cathie Wood)在CNBC节目中谈到最近对ARK Invests主动管理ETF的看跌情绪和空头兴趣时表示：“我们离泡沫再远不过了。”</li><li>当被问及应该向ARK周围的空头社区传达什么信息时，伍德表示：“我不认为我们处于泡沫之中，我认为许多空头认为我们处于泡沫之中。”在科技和电信泡沫期间爆炸的领域现在开始蓬勃发展。</li><li>伍德表示，其中五个领域是DNA测序、机器人、能源存储、人工智能和区块链技术，它们几乎没有离开伍德提到的地面。</li><li>伍德还继续阐述了她对通货紧缩压力的立场，以及ARK认为能源和金融行业以及汽车行业如何处于危险之中，因为随着电动汽车和数字钱包的扩张，它们都是创新八球的幕后黑手。</li><li>ARKS ETF的每日价格走势：</li><li><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA：ARKK）：-0.32%。</li><li><a href=\"https://laohu8.com/S/ARKQ\">ARK自主技术与机器人ETF</a>（蝙蝠：ARKQ）：-0.25%。</li><li><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA：ARKW）：-0.10%。</li><li><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块ETF</a>（蝙蝠：ARKG）：-0.48%。</li><li><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA：ARKF）：-0.16%。</li><li><a href=\"https://laohu8.com/S/ARKX\">方舟太空探索与创新ETF</a>（蝙蝠：ARKX）：-0.25%。</li><li>此外，请参阅下图中ARK Invest的六只主动管理型ETF在一年内的表现。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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\">\nCathie Wood: 'We couldn't be further away from a bubble'<blockquote>凯西·伍德：“我们离泡沫再远不过了”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-20 16:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and&nbsp;short interest regarding ARK Invests actively managed ETFs.</li>  <li>When asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.</li>  <li>Five of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.</li>  <li>Wood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.</li>  <li>Daily price action on ARKs ETFs:</li>  <li><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:&nbsp;ARKK):&nbsp;-0.32%.</li>  <li><a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a> (BATS:&nbsp;ARKQ):&nbsp;-0.25%.</li>  <li><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:&nbsp;ARKW):&nbsp;-0.10%.</li>  <li><a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:&nbsp;ARKG):&nbsp;-0.48%.</li>  <li><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:&nbsp;ARKF):&nbsp;-0.16%.</li>  <li><a href=\"https://laohu8.com/S/ARKX\">ARK Space Exploration &amp; Innovation ETF</a> (BATS:&nbsp;ARKX):-0.25%.</li>  <li>Moreover, see how ARK Invest's six actively managed ETFs fared against each other&nbsp;over a one-year period in the chart below.</li> </ul> <img src=\"https://static.tigerbbs.com/472b8efcd44713aadecd32f6c19ae3a0\" tg-width=\"720\" tg-height=\"251\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>凯西·伍德(Cathie Wood)在CNBC节目中谈到最近对ARK Invests主动管理ETF的看跌情绪和空头兴趣时表示：“我们离泡沫再远不过了。”</li><li>当被问及应该向ARK周围的空头社区传达什么信息时，伍德表示：“我不认为我们处于泡沫之中，我认为许多空头认为我们处于泡沫之中。”在科技和电信泡沫期间爆炸的领域现在开始蓬勃发展。</li><li>伍德表示，其中五个领域是DNA测序、机器人、能源存储、人工智能和区块链技术，它们几乎没有离开伍德提到的地面。</li><li>伍德还继续阐述了她对通货紧缩压力的立场，以及ARK认为能源和金融行业以及汽车行业如何处于危险之中，因为随着电动汽车和数字钱包的扩张，它们都是创新八球的幕后黑手。</li><li>ARKS ETF的每日价格走势：</li><li><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA：ARKK）：-0.32%。</li><li><a href=\"https://laohu8.com/S/ARKQ\">ARK自主技术与机器人ETF</a>（蝙蝠：ARKQ）：-0.25%。</li><li><a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA：ARKW）：-0.10%。</li><li><a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块ETF</a>（蝙蝠：ARKG）：-0.48%。</li><li><a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>（NYSEARCA：ARKF）：-0.16%。</li><li><a href=\"https://laohu8.com/S/ARKX\">方舟太空探索与创新ETF</a>（蝙蝠：ARKX）：-0.25%。</li><li>此外，请参阅下图中ARK Invest的六只主动管理型ETF在一年内的表现。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKW":"ARK Next Generation Internet ETF"},"source_url":"https://seekingalpha.com/news/3732402-cathie-wood-i-dont-think-we-are-in-a-bubble-which-is-what-i-think-many-bears-think-we-are","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121592968","content_text":"\"We couldn't be further away from a bubble, \" says Cathie Wood, in a CNBC appearance, of the recent bearish sentiment, and short interest regarding ARK Invests actively managed ETFs.\nWhen asked what the message should be to the short community around ARK, Wood stated: \"I don't think we are in a bubble, which is what I think many bears think we are.\" The areas which blew up back during the tech and telecom bubble are now beginning to flourish.\nFive of those areas, according to Wood, are DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technologies and they are barely off the ground Wood mentioned.\nWood also continued to expand on her stance around deflationary pressures and how ARK believes the energy and financial sector along with the auto industry are in harm's way as they are all behind the innovation eight ball with the expansion of electric vehicles and digital wallets.\nDaily price action on ARKs ETFs:\nARK Innovation ETF (NYSEARCA: ARKK): -0.32%.\nARK Autonomous Technology & Robotics ETF (BATS: ARKQ): -0.25%.\nARK Next Generation Internet ETF (NYSEARCA: ARKW): -0.10%.\nARK Genomic Revolution Multi-Sector ETF (BATS: ARKG): -0.48%.\nARK Fintech Innovation ETF (NYSEARCA: ARKF): -0.16%.\nARK Space Exploration & Innovation ETF (BATS: ARKX):-0.25%.\nMoreover, see how ARK Invest's six actively managed ETFs fared against each other over a one-year period in the chart below.","news_type":1,"symbols_score_info":{"ARKF":0.9,"ARKQ":0.9,"ARKW":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158181657,"gmtCreate":1625136884379,"gmtModify":1631892994906,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"Like n comment thanks","listText":"Like n comment thanks","text":"Like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158181657","repostId":"1106223449","repostType":4,"repost":{"id":"1106223449","kind":"news","pubTimestamp":1625122086,"share":"https://www.laohu8.com/m/news/1106223449?lang=zh_CN&edition=full","pubTime":"2021-07-01 14:48","market":"us","language":"en","title":"The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.<blockquote>标普500取得了自互联网泡沫以来第二好的上半年成绩。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106223449","media":"Barrons","summary":"Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.\nThe S&P 5","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70d0323609e9ce596a9a90e475422d1\" tg-width=\"1260\" tg-height=\"840\"><span>Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自1979年以来，标普500上半年涨幅达到或超过10%已有14次。</span></p></blockquote></p><p> The S&amp;P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.</p><p><blockquote>标普500的上半年表现是自互联网泡沫以来第二好的。如果股市继续上涨，不要感到惊讶。</blockquote></p><p> With June coming to an end, the S&amp;P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.</p><p><blockquote>随着6月接近尾声，标普500以14.4%的涨幅结束了2021年上半年。自1998年以来，只有2019年上半年17.4%的增幅更大。</blockquote></p><p> The market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.</p><p><blockquote>Covid-19疫苗接种提振了市场，帮助美国经济重新开放，而数万亿美元的财政刺激措施帮助支撑了需求。尽管对通胀的担忧加剧了人们对美联储将被迫采取措施减缓经济增长的猜测，但涨幅仍在继续。</blockquote></p><p> The combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and&nbsp;cause stocks to tumble. Others worry that&nbsp;U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.</p><p><blockquote>大幅上涨和美联储更加鹰派的结合引发了市场过于自满的担忧。如果通胀持续持续足够长的时间，央行可能会被迫以比市场预期更快的速度采取行动，并导致股市暴跌。其他人担心美国。经济增长放缓的速度可能快于投资者的预期，导致经济增长放缓。</blockquote></p><p> For those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.</p><p><blockquote>对于持这种观点的人来说，没有比现在更好的退出股市的时机了。历史表明并非如此。</blockquote></p><p> Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.</p><p><blockquote>自1979年以来，标普500上半年涨幅达到或超过10%的有14次，下半年该指数平均涨幅为6.3%。更重要的是，该指数在下半年有11次（即79%的时间）走高。</blockquote></p><p> Even the losses, when they occurred, weren’t all that bad. The S&amp;P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.</p><p><blockquote>即使是损失，当它们发生时，也没有那么糟糕。标普500在1983年下半年下降了1.9%，在1986年最后六个月下降了3.5%。</blockquote></p><p> The one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&amp;P 500 dropped 20% in one day, still a record loss. While selling linked to so-called&nbsp;portfolio insurance&nbsp;was ultimately blamed for the size and speed of the loss, the second half of 1987 was&nbsp;a period of rising bond yields and high stock-market valuations, just like the first half of 2021.</p><p><blockquote>一个例外是1987年的最后六个月，该指数在下半年下跌了19%。那段时间包括黑色星期一，当时标普500在一天内下跌了20%，仍然是创纪录的跌幅。虽然与所谓投资组合保险相关的抛售最终被归咎于损失的规模和速度，但1987年下半年是债券收益率上升和股市估值高的时期，就像2021年上半年一样。</blockquote></p><p> Still, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&amp;P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank&nbsp;Cappelleri, chief market technician at Instinet.</p><p><blockquote>尽管如此，市场一直表现得想要走高，而不是走低。回调是牛市中的正常事件，在2021年表现温和，最大跌幅不到4%。Instinet首席市场技术员Frank Cappelleri写道：“[标普500]在2021年所做的就是在需要的时间和地点回升，始终保持上升趋势。”</blockquote></p><p> That 6.3% average second-half rise would push the S&amp;P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.</p><p><blockquote>下半年6.3%的平均涨幅将使标普500的全年涨幅达到23%左右。Fundstrat的汤姆·李(Tom Lee)表示，这将代表着从衰退中“教科书式的[市场]复苏”。</blockquote></p><p> For now, at least, the path of least resistance is higher.</p><p><blockquote>至少就目前而言，阻力最小的路径更高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3cb229b2e05d59b9c126d464a7d771bb\" tg-width=\"958\" tg-height=\"647\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.<blockquote>标普500取得了自互联网泡沫以来第二好的上半年成绩。接下来会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 Notches Its Second-Best First Half Since the Dot-Com Bubble. What Comes Next.<blockquote>标普500取得了自互联网泡沫以来第二好的上半年成绩。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-01 14:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70d0323609e9ce596a9a90e475422d1\" tg-width=\"1260\" tg-height=\"840\"><span>Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自1979年以来，标普500上半年涨幅达到或超过10%已有14次。</span></p></blockquote></p><p> The S&amp;P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.</p><p><blockquote>标普500的上半年表现是自互联网泡沫以来第二好的。如果股市继续上涨，不要感到惊讶。</blockquote></p><p> With June coming to an end, the S&amp;P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.</p><p><blockquote>随着6月接近尾声，标普500以14.4%的涨幅结束了2021年上半年。自1998年以来，只有2019年上半年17.4%的增幅更大。</blockquote></p><p> The market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.</p><p><blockquote>Covid-19疫苗接种提振了市场，帮助美国经济重新开放，而数万亿美元的财政刺激措施帮助支撑了需求。尽管对通胀的担忧加剧了人们对美联储将被迫采取措施减缓经济增长的猜测，但涨幅仍在继续。</blockquote></p><p> The combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and&nbsp;cause stocks to tumble. Others worry that&nbsp;U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.</p><p><blockquote>大幅上涨和美联储更加鹰派的结合引发了市场过于自满的担忧。如果通胀持续持续足够长的时间，央行可能会被迫以比市场预期更快的速度采取行动，并导致股市暴跌。其他人担心美国。经济增长放缓的速度可能快于投资者的预期，导致经济增长放缓。</blockquote></p><p> For those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.</p><p><blockquote>对于持这种观点的人来说，没有比现在更好的退出股市的时机了。历史表明并非如此。</blockquote></p><p> Since 1979, the S&amp;P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.</p><p><blockquote>自1979年以来，标普500上半年涨幅达到或超过10%的有14次，下半年该指数平均涨幅为6.3%。更重要的是，该指数在下半年有11次（即79%的时间）走高。</blockquote></p><p> Even the losses, when they occurred, weren’t all that bad. The S&amp;P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.</p><p><blockquote>即使是损失，当它们发生时，也没有那么糟糕。标普500在1983年下半年下降了1.9%，在1986年最后六个月下降了3.5%。</blockquote></p><p> The one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&amp;P 500 dropped 20% in one day, still a record loss. While selling linked to so-called&nbsp;portfolio insurance&nbsp;was ultimately blamed for the size and speed of the loss, the second half of 1987 was&nbsp;a period of rising bond yields and high stock-market valuations, just like the first half of 2021.</p><p><blockquote>一个例外是1987年的最后六个月，该指数在下半年下跌了19%。那段时间包括黑色星期一，当时标普500在一天内下跌了20%，仍然是创纪录的跌幅。虽然与所谓投资组合保险相关的抛售最终被归咎于损失的规模和速度，但1987年下半年是债券收益率上升和股市估值高的时期，就像2021年上半年一样。</blockquote></p><p> Still, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&amp;P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank&nbsp;Cappelleri, chief market technician at Instinet.</p><p><blockquote>尽管如此，市场一直表现得想要走高，而不是走低。回调是牛市中的正常事件，在2021年表现温和，最大跌幅不到4%。Instinet首席市场技术员Frank Cappelleri写道：“[标普500]在2021年所做的就是在需要的时间和地点回升，始终保持上升趋势。”</blockquote></p><p> That 6.3% average second-half rise would push the S&amp;P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.</p><p><blockquote>下半年6.3%的平均涨幅将使标普500的全年涨幅达到23%左右。Fundstrat的汤姆·李(Tom Lee)表示，这将代表着从衰退中“教科书式的[市场]复苏”。</blockquote></p><p> For now, at least, the path of least resistance is higher.</p><p><blockquote>至少就目前而言，阻力最小的路径更高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3cb229b2e05d59b9c126d464a7d771bb\" tg-width=\"958\" tg-height=\"647\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-futures-crash-gains-51625071996?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-futures-crash-gains-51625071996?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106223449","content_text":"Since 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year.\nThe S&P 500 closed its second-best first half since the dot-com bubble. Don’t be surprised if the stock market keeps on rising.\nWith June coming to an end, the S&P 500 finished the first half of 2021 with a gain of 14.4%. Since 1998, only 2019’s 17.4% first-half surge has been larger.\nThe market got a boost from Covid-19 vaccinations, which have helped the U.S. economy reopen, while trillions of dollars of fiscal stimulus have helped shore up demand. The gains continued even as concerns about inflation have increased speculation that the Federal Reserve would be forced to take steps to slow the economy.\nThe combination of big gains and a more hawkish Fed have raised concerns that the market has become too complacent. If inflation continues to run hot for long enough, the central bank could be forced to act more quickly than the market expects—and cause stocks to tumble. Others worry that U.S. economic growth could slow faster than investors anticipate, causing a pullback in the process.\nFor those who take that view, there is no better time to back away from the stock market than the present. History suggests otherwise.\nSince 1979, the S&P 500 has gained 10% or more 14 times during the first half of the year, and the index has gone on to average a 6.3% gain over the second half of the year. What’s more, the index finished the second half of the year higher In 11 of those instances, or 79% of the time.\nEven the losses, when they occurred, weren’t all that bad. The S&P 500 dropped 1.9% in the second half of 1983 and 3.5% during the last six months of 1986.\nThe one exception was the last six months of 1987 when the index fell 19% during the second half of the year. That period included Black Monday, when the S&P 500 dropped 20% in one day, still a record loss. While selling linked to so-called portfolio insurance was ultimately blamed for the size and speed of the loss, the second half of 1987 was a period of rising bond yields and high stock-market valuations, just like the first half of 2021.\nStill, the market has been acting like it wants to go higher, not lower. Pullbacks, a normal event in the midst of bull runs, have been mild in 2021, with the largest drops being less than 4%. “What the [S&P 500] has done throughout 2021 is pick itself up when and where it has needed to, maintaining an uptrend all along,” writes Frank Cappelleri, chief market technician at Instinet.\nThat 6.3% average second-half rise would push the S&P 500’s full-year gain to around 23%. That would represent a “textbook [market] recovery” from a recession, says Fundstrat’s Tom Lee.\nFor now, at least, the path of least resistance is higher.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698240682,"gmtCreate":1640419590546,"gmtModify":1640419590676,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698240682","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699580963,"gmtCreate":1639838725180,"gmtModify":1639838725310,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699580963","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856119008,"gmtCreate":1635159664088,"gmtModify":1635159664228,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856119008","repostId":"2178808449","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862160197,"gmtCreate":1632843831751,"gmtModify":1632843831751,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862160197","repostId":"1112583450","repostType":4,"repost":{"id":"1112583450","kind":"news","pubTimestamp":1632842868,"share":"https://www.laohu8.com/m/news/1112583450?lang=zh_CN&edition=full","pubTime":"2021-09-28 23:27","market":"us","language":"en","title":"Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电：基本面持续强劲，逢低买入机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112583450","media":"Seeking Alpha","summary":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Electronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.</li>  <li>EA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.</li>  <li>EA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8344f36d2d49a7e957c065340be2cb\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>与强劲的2020年相比，艺电第一季度财报业绩稳健。</li><li>艺电最近推迟了秋季发布的《战地2042》，但此举提供了一个强有力的买入机会。</li><li>EA在过去一年中增强了其移动游戏人才，并拥有比以往任何时候都更强大的移动收入渠道。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> Electronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the&nbsp;delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.</p><p><blockquote>电子艺界（EA）是一个家喻户晓的名字，有着良好的基本面。随着时间的推移，70%以上的长期利润率和稳定的收入流为股东带来了强劲的回报。该股自2018年中期以来表现不佳，但现在游戏公司的定价接近价值股水平。由于今年的大型电影《战地2042》推迟到11月19日，他们的股价最近大幅下跌。这为EA股票提供了一个很好的切入点，其中大部分销售仍然能够在稍后的发布日期捕获。EA拥有出色的技术设置，自2018年中期首次达到该水平以来，该股在2021年多次接近148.97美元的历史高点。如下所示，过去一年收入大幅增长至5.7 B，2022年GAAP收入指引为68亿美元，但该股自2018年中期以来仍在盘整。当这些高点被突破时，这就有可能大幅上涨。更高的低点令人鼓舞，这可能是突破历史高点之前最后一次大幅下跌15%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7506972cadc0be0701c77d20ad10d4ff\" tg-width=\"635\" tg-height=\"447\" 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> <b>Great Fiscal Q1</b></p><p><blockquote><b>伟大的财政第一季度</b></blockquote></p><p> Electronic Arts had a strong&nbsp;Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.</p><p><blockquote>即使与非常强劲的2020年相比，艺电第一季度的财报也很强劲。净预订量是衡量业务业绩的最准确指标，比上一年增长了3%，达到61.36亿美元。2022年的营业额指导为74亿美元，即增长20.6%。收入跟随账单，因此我们将从最近的强劲业绩中看到明年的收入和盈利流动。Madden、NHL，尤其是FIFA的体育特许经营权继续以稳定的表现引领EA。在过去的一年里，体育特许经营共有1.4亿玩家，其中超过3100万人玩最新的FIFA 2021版本。体育是可预测且受欢迎的游戏，随着时间的推移，这会增加收入和收益的稳定性。FUT比赛仍在强劲增长，Q1比去年增长了48%。《战地》的延迟可能会损害账单数量，因为部分销售额将流失到动视暴雪(ATVI)的《看涨期权使命先锋》等竞争对手手中。然而，近年来的游戏延迟并没有对这些游戏的销售产生太大负面影响。这些由于严格的截止日期而导致的延迟在业内非常常见，我认为EA股票对一个月延迟的负面反应有些过头了。与此同时，Apex Legends已经看到了复苏，许多玩家回到了游戏中，它被证明是一个比许多人预期的更持久的标题。这款游戏实际上是最近一个赛季拥有最多玩家的游戏，对于一款已经推出几年的游戏来说，这令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/63da6c1ee87d6951184b6ba11ea0ab01\" tg-width=\"382\" tg-height=\"421\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.</p><p><blockquote>正如您在上面看到的，本财年的账单增长一直不稳定，但总体而言，我预计随着时间的推移，增长将达到高个位数到低两位数。2021财年的增长至少部分是由于冠状病毒，尽管那里的环境仍然非常有利。全球范围内对旅行和其他娱乐的限制仍然是游戏时间的重要推动力。包括微交易和游戏通行证在内的直播服务继续成为EA业务的重要组成部分。国际足联的成功是其中很大一部分，EA宣布战地2042每年有4个赛季可以购买通行证。这应该会在游戏发布后的几年里提供稳定的收入来源。宣布的战场门户允许人们使用旧版本创建新地图，这似乎很好地促进了付费季票的参与。新的危险区模式增加了额外的内容，以及逃离塔尔科夫式的小队生存场景。有一点是清楚的——EA在《战地2042》上投入了更多的努力，并在2年多的时间里保持了它的趣味性，而不是过去的几个系列。艺电证实这将是每隔一年发布一次，像战地门户这样的东西可能会与多个版本一起工作。这些，加上即将推出的新手机战场游戏，让我更加看好未来从《使命看涨期权》中分一杯羹。一些投资者可能会担心游戏延迟后2022财年74亿美元的账单数字，但符合这一标准应该会在未来12个月内给该股带来非常显着的提振。</blockquote></p><p> The company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.</p><p><blockquote>该公司还有一项重要的股票回购计划，有助于在股价下跌期间支撑股价。EA去年回购了9.76亿股股票，略低于360亿美元总市值的3%。由于《战地2042》的延迟，该股再次下跌，预计未来几周将出现更大规模的回购活动。EA还支付每季度17美分的小额股息。虽然这是0.5%左右的收益率，但随着时间的推移，它可以显着增长，并显示了管理团队对股东的持续承诺。</blockquote></p><p> <b>Continued Growth in Mobile</b></p><p><blockquote><b>移动业务持续增长</b></blockquote></p><p> EA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the&nbsp;purchase of Playdemic&nbsp;for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.</p><p><blockquote>艺电一直试图在移动领域赶上动视暴雪等竞争对手。艺电已经在今年早些时候收购了Glu Mobile，以扩大他们不断增长的休闲手机游戏。现在，EA最近以14亿美元完成了对《高尔夫冲突》制作方Playdemic的收购。根据Sensor Tower的数据，在强劲的疫情时期，Golf Clash的收入高达1.328亿美元。对于一款拥有非常强大且不断增长的用户群以及背后有一支才华横溢的团队的游戏来说，10倍的销售额是一个合理的价格。艺电正在考虑长远，Playdemic可能会在未来几年开发艺电稳定的其他IP。他们在电话会议上暗示，他们已经获得了全球Madden或FIFA手机游戏的许可——这对投资者来说是一个诱人的想法。EA的移动业务正在增长，2021年将比2019年的水平增长16%，但他们继续在这一领域大力投资。休闲游戏有很长的尾巴，由于与游戏创作相关的运营费用较低，因此是最赚钱的游戏之一。艺电还宣布，他们正在为流行的Apex传奇皇家战役游戏制作一款手机游戏，以及前面提到的战地游戏。这很可能是在看到动视暴雪凭借其移动版《使命看涨期权》游戏取得成功之后，而且事实上他们还没有将许多移动版特许经营权货币化。对于EA来说，这是一个真正将移动业务作为业务一部分发展的机会，去年移动业务仅占预订量的13.5%。然而，移动业务的增长率将在第一财季加速至20%，并可能在未来几年带来巨大推动。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.</p><p><blockquote>对于那些不持有任何EA股票的人来说，最近的下跌是一个绝佳的买入机会。该股一直在突破150点附近的历史高位，当突破上行时，应该会出现大幅上涨。它的交易价格为非常便宜的16倍远期市盈率，使其在当前市场上接近价值股票的地位。任何额外的封锁或限制也将利好EA，因为许多年轻人继续在游戏上投入巨资。通过收购和使用现有知识产权，EA专注于他们在移动领域的弱点，为自己的长期发展做好了准备。移动是EA明显落后于主要竞争对手的领域，但2021年采取的举措将在未来几年带来巨大红利——股东可能会受益。</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>Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电：基本面持续强劲，逢低买入机会</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\">\nElectronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电：基本面持续强劲，逢低买入机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-09-28 23:27</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>Electronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.</li>  <li>EA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.</li>  <li>EA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8344f36d2d49a7e957c065340be2cb\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>与强劲的2020年相比，艺电第一季度财报业绩稳健。</li><li>艺电最近推迟了秋季发布的《战地2042》，但此举提供了一个强有力的买入机会。</li><li>EA在过去一年中增强了其移动游戏人才，并拥有比以往任何时候都更强大的移动收入渠道。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> Electronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the&nbsp;delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.</p><p><blockquote>电子艺界（EA）是一个家喻户晓的名字，有着良好的基本面。随着时间的推移，70%以上的长期利润率和稳定的收入流为股东带来了强劲的回报。该股自2018年中期以来表现不佳，但现在游戏公司的定价接近价值股水平。由于今年的大型电影《战地2042》推迟到11月19日，他们的股价最近大幅下跌。这为EA股票提供了一个很好的切入点，其中大部分销售仍然能够在稍后的发布日期捕获。EA拥有出色的技术设置，自2018年中期首次达到该水平以来，该股在2021年多次接近148.97美元的历史高点。如下所示，过去一年收入大幅增长至5.7 B，2022年GAAP收入指引为68亿美元，但该股自2018年中期以来仍在盘整。当这些高点被突破时，这就有可能大幅上涨。更高的低点令人鼓舞，这可能是突破历史高点之前最后一次大幅下跌15%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7506972cadc0be0701c77d20ad10d4ff\" tg-width=\"635\" tg-height=\"447\" 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> <b>Great Fiscal Q1</b></p><p><blockquote><b>伟大的财政第一季度</b></blockquote></p><p> Electronic Arts had a strong&nbsp;Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.</p><p><blockquote>即使与非常强劲的2020年相比，艺电第一季度的财报也很强劲。净预订量是衡量业务业绩的最准确指标，比上一年增长了3%，达到61.36亿美元。2022年的营业额指导为74亿美元，即增长20.6%。收入跟随账单，因此我们将从最近的强劲业绩中看到明年的收入和盈利流动。Madden、NHL，尤其是FIFA的体育特许经营权继续以稳定的表现引领EA。在过去的一年里，体育特许经营共有1.4亿玩家，其中超过3100万人玩最新的FIFA 2021版本。体育是可预测且受欢迎的游戏，随着时间的推移，这会增加收入和收益的稳定性。FUT比赛仍在强劲增长，Q1比去年增长了48%。《战地》的延迟可能会损害账单数量，因为部分销售额将流失到动视暴雪(ATVI)的《看涨期权使命先锋》等竞争对手手中。然而，近年来的游戏延迟并没有对这些游戏的销售产生太大负面影响。这些由于严格的截止日期而导致的延迟在业内非常常见，我认为EA股票对一个月延迟的负面反应有些过头了。与此同时，Apex Legends已经看到了复苏，许多玩家回到了游戏中，它被证明是一个比许多人预期的更持久的标题。这款游戏实际上是最近一个赛季拥有最多玩家的游戏，对于一款已经推出几年的游戏来说，这令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/63da6c1ee87d6951184b6ba11ea0ab01\" tg-width=\"382\" tg-height=\"421\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.</p><p><blockquote>正如您在上面看到的，本财年的账单增长一直不稳定，但总体而言，我预计随着时间的推移，增长将达到高个位数到低两位数。2021财年的增长至少部分是由于冠状病毒，尽管那里的环境仍然非常有利。全球范围内对旅行和其他娱乐的限制仍然是游戏时间的重要推动力。包括微交易和游戏通行证在内的直播服务继续成为EA业务的重要组成部分。国际足联的成功是其中很大一部分，EA宣布战地2042每年有4个赛季可以购买通行证。这应该会在游戏发布后的几年里提供稳定的收入来源。宣布的战场门户允许人们使用旧版本创建新地图，这似乎很好地促进了付费季票的参与。新的危险区模式增加了额外的内容，以及逃离塔尔科夫式的小队生存场景。有一点是清楚的——EA在《战地2042》上投入了更多的努力，并在2年多的时间里保持了它的趣味性，而不是过去的几个系列。艺电证实这将是每隔一年发布一次，像战地门户这样的东西可能会与多个版本一起工作。这些，加上即将推出的新手机战场游戏，让我更加看好未来从《使命看涨期权》中分一杯羹。一些投资者可能会担心游戏延迟后2022财年74亿美元的账单数字，但符合这一标准应该会在未来12个月内给该股带来非常显着的提振。</blockquote></p><p> The company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.</p><p><blockquote>该公司还有一项重要的股票回购计划，有助于在股价下跌期间支撑股价。EA去年回购了9.76亿股股票，略低于360亿美元总市值的3%。由于《战地2042》的延迟，该股再次下跌，预计未来几周将出现更大规模的回购活动。EA还支付每季度17美分的小额股息。虽然这是0.5%左右的收益率，但随着时间的推移，它可以显着增长，并显示了管理团队对股东的持续承诺。</blockquote></p><p> <b>Continued Growth in Mobile</b></p><p><blockquote><b>移动业务持续增长</b></blockquote></p><p> EA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the&nbsp;purchase of Playdemic&nbsp;for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.</p><p><blockquote>艺电一直试图在移动领域赶上动视暴雪等竞争对手。艺电已经在今年早些时候收购了Glu Mobile，以扩大他们不断增长的休闲手机游戏。现在，EA最近以14亿美元完成了对《高尔夫冲突》制作方Playdemic的收购。根据Sensor Tower的数据，在强劲的疫情时期，Golf Clash的收入高达1.328亿美元。对于一款拥有非常强大且不断增长的用户群以及背后有一支才华横溢的团队的游戏来说，10倍的销售额是一个合理的价格。艺电正在考虑长远，Playdemic可能会在未来几年开发艺电稳定的其他IP。他们在电话会议上暗示，他们已经获得了全球Madden或FIFA手机游戏的许可——这对投资者来说是一个诱人的想法。EA的移动业务正在增长，2021年将比2019年的水平增长16%，但他们继续在这一领域大力投资。休闲游戏有很长的尾巴，由于与游戏创作相关的运营费用较低，因此是最赚钱的游戏之一。艺电还宣布，他们正在为流行的Apex传奇皇家战役游戏制作一款手机游戏，以及前面提到的战地游戏。这很可能是在看到动视暴雪凭借其移动版《使命看涨期权》游戏取得成功之后，而且事实上他们还没有将许多移动版特许经营权货币化。对于EA来说，这是一个真正将移动业务作为业务一部分发展的机会，去年移动业务仅占预订量的13.5%。然而，移动业务的增长率将在第一财季加速至20%，并可能在未来几年带来巨大推动。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.</p><p><blockquote>对于那些不持有任何EA股票的人来说，最近的下跌是一个绝佳的买入机会。该股一直在突破150点附近的历史高位，当突破上行时，应该会出现大幅上涨。它的交易价格为非常便宜的16倍远期市盈率，使其在当前市场上接近价值股票的地位。任何额外的封锁或限制也将利好EA，因为许多年轻人继续在游戏上投入巨资。通过收购和使用现有知识产权，EA专注于他们在移动领域的弱点，为自己的长期发展做好了准备。移动是EA明显落后于主要竞争对手的领域，但2021年采取的举措将在未来几年带来巨大红利——股东可能会受益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EA":"艺电"},"source_url":"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112583450","content_text":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.\nEA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.\n\nSundry Photography/iStock Editorial via Getty Images\nElectronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.\nData by YCharts\nGreat Fiscal Q1\nElectronic Arts had a strong Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.\n\nAs you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.\nThe company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.\nContinued Growth in Mobile\nEA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the purchase of Playdemic for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.\nConclusion\nThe recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.","news_type":1,"symbols_score_info":{"EA":0.9}},"isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811783363,"gmtCreate":1630353126652,"gmtModify":1704958908470,"author":{"id":"3586548382383976","authorId":"3586548382383976","name":"CHkoh","avatar":"https://static.tigerbbs.com/ba843b95b19563199f1f1b963e7f9b2b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586548382383976","authorIdStr":"3586548382383976"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811783363","repostId":"1117774965","repostType":4,"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}