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2021-11-24

$Novavax(NVAX)$woohoo novavax files for interim authorization in Singapore!!

2021-10-21

Ooh

7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</blockquote>

2021-09-29

Ok

Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>

2021-09-29

Sigh

We Are Entering The Most Aggressive Global Hiking Cycle In A Decade<blockquote>我们正在进入十年来最激进的全球徒步旅行周期</blockquote>

2021-09-29

Ok

Owner-Equivalent Rent Shock On Deck As Actual Rents Surge By Most On Record<blockquote>随着实际租金创下历史新高，业主等效租金冲击即将到来</blockquote>

2021-09-29

Oh dear

Why Pfizer, BioNTech, Moderna, and Novavax Stocks Are Falling Tuesday<blockquote>为什么辉瑞、BioNTech、Moderna 和 Novavax 的股票周二下跌</blockquote>

2021-09-28

Ok

Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>

2021-09-08

Oh

Chinese EV stocks are down in early trading<blockquote>中国电动汽车股早盘下跌</blockquote>

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href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>woohoo novavax files for interim authorization in Singapore!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>woohoo novavax files for interim authorization in Singapore!!&nbsp;","text":"$Novavax(NVAX)$woohoo novavax files for interim authorization in Singapore!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874858354","isVote":1,"tweetType":1,"viewCount":2923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853576861,"gmtCreate":1634826968415,"gmtModify":1634827250130,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087299128031090","idStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Ooh","listText":"Ooh","text":"Ooh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853576861","repostId":"1171915283","repostType":2,"repost":{"id":"1171915283","kind":"news","pubTimestamp":1634817585,"share":"https://www.laohu8.com/m/news/1171915283?lang=zh_CN&edition=full","pubTime":"2021-10-21 19:59","market":"us","language":"en","title":"7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171915283","media":"Motley Fool","summary":"There's no contest between the stock performances of Novavax(NASDAQ:NVAX)and Ocugen(NASDAQ:OCGN)so f","content":"<p>There's no contest between the stock performances of&nbsp;<b>Novavax</b>(NASDAQ:NVAX)and&nbsp;<b>Ocugen</b>(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.</p><p><blockquote>的股票表现之间没有竞争<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）和<b>奥库根</b>（纳斯达克股票代码：OCGN）今年迄今为止。Ocugen 的股价飙升了大约 Novavax 的七倍。</blockquote></p><p> Does that make Ocugen the smarter&nbsp;vaccine stock&nbsp;to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.</p><p><blockquote>这是否使 Ocugen 成为现在购买的更明智的疫苗股票？一点也不。以下是 Novavax 股票比 Ocugen 更容易选择的七个原因。</blockquote></p><p> 1. A path to EUA in the U.S.</p><p><blockquote>1.美国EUA之路</blockquote></p><p> Ocugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.</p><p><blockquote>2021 年迄今为止，Ocugen 的股价两次飙升超过 750%。但在该公司 6 月份披露将不再为 COVID-19 疫苗科瓦克辛在美国寻求紧急使用授权 (EUA) 后，大部分巨额收益都蒸发了。</blockquote></p><p> The company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.</p><p><blockquote>一旦美国批准，该公司选择寻求全面批准。美国食品药品监督管理局限制了哪些疫苗将在EUA计划下接受审查。然而，到目前为止，Ocugen 尚未开始赢得 FDA 全面批准所需的后期临床研究。</blockquote></p><p> Meanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be&nbsp;later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.</p><p><blockquote>与此同时，Novavax 仍将其 COVID-19 候选疫苗 NVX-CoV2373 的美国 EUA 列为首要任务。该公司在美国申请授权的时间将晚于预期。然而，它有可能比 Ocugen 更早在美国推出。</blockquote></p><p> Ocugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.</p><p><blockquote>Ocugen仍希望获得在加科瓦克辛的授权。但美国是最大的奖品。这是一个奖项，Novavax 现在显然有更好的机会。</blockquote></p><p> 2. Supply deals already in hand</p><p><blockquote>2. 供应交易已经在手</blockquote></p><p> Some investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.</p><p><blockquote>一些投资者完全关注新冠肺炎疫苗的批准或授权过程。然而，如果没有与至少一个国家签订供应协议，任何监管方面的胜利都将是空洞的胜利。</blockquote></p><p> Ocugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,<b>Takeda</b>), and Gavi, the Vaccine Alliance.</p><p><blockquote>Ocugen 尚未敲定任何供应交易。另一方面，Novavax 已经与美国、加拿大、欧盟、澳大利亚、新西兰、日本（通过其合作伙伴，<b>武田</b>）和疫苗联盟 Gavi。</blockquote></p><p> 3. Full rights to its COVID-19 vaccine</p><p><blockquote>3. 其 COVID-19 疫苗的全部权利</blockquote></p><p> Ocugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.</p><p><blockquote>Ocugen仅从Bharat Biotech获得了科瓦克辛在美国和加拿大的商业化权利。其与 Bharat 的条款允许该公司保留在这两个市场销售 COVID-19 疫苗的 45% 利润。</blockquote></p><p> Novavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.</p><p><blockquote>Novavax 自行开发了 NVX-CoV2373。它保留了疫苗的全部权利，尽管它与其他组织合作瞄准了一些市场。</blockquote></p><p> 4. A stronger pipeline</p><p><blockquote>4. 更强大的管道</blockquote></p><p> Other than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.</p><p><blockquote>除了科瓦克辛之外，Ocugen 目前没有任何其他正在进行临床试验的管道候选药物。该公司表示，计划在2021年将实验性基因疗法OCU400推进到两个1/2a期临床试验，但这些研究尚未开始。</blockquote></p><p> Novavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.</p><p><blockquote>Novavax 已经报告了流感疫苗候选药物 NanoFlu 3 期研究的积极结果。它于9月启动了一项1/2期研究，评估NVX-CoV2373和NanoFlu的组合。该公司还有另外两种临床阶段的候选疫苗——呼吸道合胞病毒疫苗ResVax和埃博拉病毒疫苗。</blockquote></p><p> 5. More cash</p><p><blockquote>5. 更多现金</blockquote></p><p> Cash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.</p><p><blockquote>现金对于临床阶段的生物技术公司来说极其重要。如果没有足够的现金，他们可能被迫通过稀释性股票发行来筹集资金，为运营和昂贵的临床试验提供资金。</blockquote></p><p> As of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.</p><p><blockquote>截至2021年6月30日，Ocugen的现金、现金等价物和受限制现金总计1.158亿美元。截至同日，Novavax 的现金储备为 21 亿美元。</blockquote></p><p> 6. More potential near-term catalysts</p><p><blockquote>6.更多潜在的近期催化剂</blockquote></p><p> Ocugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.</p><p><blockquote>Ocugen 实际上只有一个可靠的潜在近期催化剂：它正在等待加拿大卫生部对科瓦克辛授权的决定。该疫苗在加拿大或美国以外的任何胜利都有利于 Bharat，但对 Ocugen 不利。</blockquote></p><p> What about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.</p><p><blockquote>诺瓦瓦克斯呢？该公司希望很快赢得印度、印度尼西亚和菲律宾的EUAs。Novavax正在等待世界卫生组织NVX-CoV2373的紧急使用清单。它还在英国、欧洲、澳大利亚、加拿大、新西兰和美国进行监管备案。</blockquote></p><p> 7. A more defensible valuation</p><p><blockquote>7. 更有说服力的估值</blockquote></p><p> Ocugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.</p><p><blockquote>Ocugen 今年迄今为止令人印象深刻的表现在很大程度上源于强烈的在线兴趣和大量股票被卖空的结合。这使得该股成为做空的良好候选者。但该公司的市值超过 16 亿美元，分析师预计 Ocugen 明年只能产生约 1.35 亿美元的收入。</blockquote></p><p> Novavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.</p><p><blockquote>不过，如果 Novavax 赢得 NVX-CoV2373 的授权和批准，它可能很快就会看到大笔资金流入。该公司的市值接近124亿美元。然而，预计 2022 年收入为 55 亿美元，这一估值比 Ocugen 的估值更站得住脚。</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>7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</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\">\n7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</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\">2021-10-21 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's no contest between the stock performances of&nbsp;<b>Novavax</b>(NASDAQ:NVAX)and&nbsp;<b>Ocugen</b>(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.</p><p><blockquote>的股票表现之间没有竞争<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）和<b>奥库根</b>（纳斯达克股票代码：OCGN）今年迄今为止。Ocugen 的股价飙升了大约 Novavax 的七倍。</blockquote></p><p> Does that make Ocugen the smarter&nbsp;vaccine stock&nbsp;to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.</p><p><blockquote>这是否使 Ocugen 成为现在购买的更明智的疫苗股票？一点也不。以下是 Novavax 股票比 Ocugen 更容易选择的七个原因。</blockquote></p><p> 1. A path to EUA in the U.S.</p><p><blockquote>1.美国EUA之路</blockquote></p><p> Ocugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.</p><p><blockquote>2021 年迄今为止，Ocugen 的股价两次飙升超过 750%。但在该公司 6 月份披露将不再为 COVID-19 疫苗科瓦克辛在美国寻求紧急使用授权 (EUA) 后，大部分巨额收益都蒸发了。</blockquote></p><p> The company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.</p><p><blockquote>一旦美国批准，该公司选择寻求全面批准。美国食品药品监督管理局限制了哪些疫苗将在EUA计划下接受审查。然而，到目前为止，Ocugen 尚未开始赢得 FDA 全面批准所需的后期临床研究。</blockquote></p><p> Meanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be&nbsp;later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.</p><p><blockquote>与此同时，Novavax 仍将其 COVID-19 候选疫苗 NVX-CoV2373 的美国 EUA 列为首要任务。该公司在美国申请授权的时间将晚于预期。然而，它有可能比 Ocugen 更早在美国推出。</blockquote></p><p> Ocugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.</p><p><blockquote>Ocugen仍希望获得在加科瓦克辛的授权。但美国是最大的奖品。这是一个奖项，Novavax 现在显然有更好的机会。</blockquote></p><p> 2. Supply deals already in hand</p><p><blockquote>2. 供应交易已经在手</blockquote></p><p> Some investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.</p><p><blockquote>一些投资者完全关注新冠肺炎疫苗的批准或授权过程。然而，如果没有与至少一个国家签订供应协议，任何监管方面的胜利都将是空洞的胜利。</blockquote></p><p> Ocugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,<b>Takeda</b>), and Gavi, the Vaccine Alliance.</p><p><blockquote>Ocugen 尚未敲定任何供应交易。另一方面，Novavax 已经与美国、加拿大、欧盟、澳大利亚、新西兰、日本（通过其合作伙伴，<b>武田</b>）和疫苗联盟 Gavi。</blockquote></p><p> 3. Full rights to its COVID-19 vaccine</p><p><blockquote>3. 其 COVID-19 疫苗的全部权利</blockquote></p><p> Ocugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.</p><p><blockquote>Ocugen仅从Bharat Biotech获得了科瓦克辛在美国和加拿大的商业化权利。其与 Bharat 的条款允许该公司保留在这两个市场销售 COVID-19 疫苗的 45% 利润。</blockquote></p><p> Novavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.</p><p><blockquote>Novavax 自行开发了 NVX-CoV2373。它保留了疫苗的全部权利，尽管它与其他组织合作瞄准了一些市场。</blockquote></p><p> 4. A stronger pipeline</p><p><blockquote>4. 更强大的管道</blockquote></p><p> Other than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.</p><p><blockquote>除了科瓦克辛之外，Ocugen 目前没有任何其他正在进行临床试验的管道候选药物。该公司表示，计划在2021年将实验性基因疗法OCU400推进到两个1/2a期临床试验，但这些研究尚未开始。</blockquote></p><p> Novavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.</p><p><blockquote>Novavax 已经报告了流感疫苗候选药物 NanoFlu 3 期研究的积极结果。它于9月启动了一项1/2期研究，评估NVX-CoV2373和NanoFlu的组合。该公司还有另外两种临床阶段的候选疫苗——呼吸道合胞病毒疫苗ResVax和埃博拉病毒疫苗。</blockquote></p><p> 5. More cash</p><p><blockquote>5. 更多现金</blockquote></p><p> Cash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.</p><p><blockquote>现金对于临床阶段的生物技术公司来说极其重要。如果没有足够的现金，他们可能被迫通过稀释性股票发行来筹集资金，为运营和昂贵的临床试验提供资金。</blockquote></p><p> As of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.</p><p><blockquote>截至2021年6月30日，Ocugen的现金、现金等价物和受限制现金总计1.158亿美元。截至同日，Novavax 的现金储备为 21 亿美元。</blockquote></p><p> 6. More potential near-term catalysts</p><p><blockquote>6.更多潜在的近期催化剂</blockquote></p><p> Ocugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.</p><p><blockquote>Ocugen 实际上只有一个可靠的潜在近期催化剂：它正在等待加拿大卫生部对科瓦克辛授权的决定。该疫苗在加拿大或美国以外的任何胜利都有利于 Bharat，但对 Ocugen 不利。</blockquote></p><p> What about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.</p><p><blockquote>诺瓦瓦克斯呢？该公司希望很快赢得印度、印度尼西亚和菲律宾的EUAs。Novavax正在等待世界卫生组织NVX-CoV2373的紧急使用清单。它还在英国、欧洲、澳大利亚、加拿大、新西兰和美国进行监管备案。</blockquote></p><p> 7. A more defensible valuation</p><p><blockquote>7. 更有说服力的估值</blockquote></p><p> Ocugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.</p><p><blockquote>Ocugen 今年迄今为止令人印象深刻的表现在很大程度上源于强烈的在线兴趣和大量股票被卖空的结合。这使得该股成为做空的良好候选者。但该公司的市值超过 16 亿美元，分析师预计 Ocugen 明年只能产生约 1.35 亿美元的收入。</blockquote></p><p> Novavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.</p><p><blockquote>不过，如果 Novavax 赢得 NVX-CoV2373 的授权和批准，它可能很快就会看到大笔资金流入。该公司的市值接近124亿美元。然而，预计 2022 年收入为 55 亿美元，这一估值比 Ocugen 的估值更站得住脚。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/21/7-reasons-why-novavax-is-a-no-brainer-pick-over-oc/\">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":{"NVAX":"诺瓦瓦克斯医药","OCGN":"Ocugen"},"source_url":"https://www.fool.com/investing/2021/10/21/7-reasons-why-novavax-is-a-no-brainer-pick-over-oc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171915283","content_text":"There's no contest between the stock performances of Novavax(NASDAQ:NVAX)and Ocugen(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.\nDoes that make Ocugen the smarter vaccine stock to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.\n1. A path to EUA in the U.S.\nOcugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.\nThe company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.\nMeanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.\nOcugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.\n2. Supply deals already in hand\nSome investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.\nOcugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,Takeda), and Gavi, the Vaccine Alliance.\n3. Full rights to its COVID-19 vaccine\nOcugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.\nNovavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.\n4. A stronger pipeline\nOther than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.\nNovavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.\n5. More cash\nCash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.\nAs of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.\n6. More potential near-term catalysts\nOcugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.\nWhat about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.\n7. A more defensible valuation\nOcugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.\nNovavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.","news_type":1,"symbols_score_info":{"NVAX":0.9,"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862231277,"gmtCreate":1632880318766,"gmtModify":1632880318766,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087299128031090","idStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862231277","repostId":"1121775545","repostType":4,"repost":{"id":"1121775545","kind":"news","pubTimestamp":1632788410,"share":"https://www.laohu8.com/m/news/1121775545?lang=zh_CN&edition=full","pubTime":"2021-09-28 08:20","market":"sg","language":"en","title":"Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121775545","media":"Singapore Business","summary":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by ","content":"<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>","source":"lsy1618986048053","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>Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</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\">\nElectronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-09-28 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august\">Singapore Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121775545","content_text":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.\nOCBC Treasury Research puts this performance on the strength of the electronics performance.\n“August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.\nOCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY, after a steller 78.6% growth in July.\n“Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.\nFor its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products\n“Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.\nUOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862665790,"gmtCreate":1632876324299,"gmtModify":1632876324299,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087299128031090","idStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Sigh&nbsp;","listText":"Sigh&nbsp;","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862665790","repostId":"1129273771","repostType":2,"repost":{"id":"1129273771","kind":"news","pubTimestamp":1632874854,"share":"https://www.laohu8.com/m/news/1129273771?lang=zh_CN&edition=full","pubTime":"2021-09-29 08:20","market":"us","language":"en","title":"We Are Entering The Most Aggressive Global Hiking Cycle In A Decade<blockquote>我们正在进入十年来最激进的全球徒步旅行周期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129273771","media":"zerohedge","summary":"Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or mayb","content":"<p>Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or maybe it remembers how the Fed stepped in last March to ensure that nobody lost any money and thus nobody wants to sell this time, or maybe it is just too used to buying every single dip so that news of the Fed's taper actually sent stocks higher. But all that may soon change, because as Deutsche Bank's Jim Reid calculates in terms of global central bank hikes exceeding cuts, we are now at the highest differential for a decade on a rolling 12-month basis.</p><p><blockquote>也许市场已经被永远流动的廉价免费资金的承诺所催眠，或者也许它记得美联储去年3月如何采取行动，以确保没有人损失任何钱，因此这次没有人想卖出，或者也许它只是太习惯于每次下跌都买入，因此美联储缩减规模的消息实际上推高了股市。但这一切可能很快就会改变，因为正如德意志银行的吉姆·里德（Jim Reid）根据全球央行加息超过降息计算的那样，按12个月滚动计算，我们现在处于十年来的最高利差。</blockquote></p><p> In other words,<i>we are now entering the most aggressively global hiking cycle in a decade.</i></p><p><blockquote>换句话说，<i>我们现在正进入十年来最激进的全球徒步旅行周期。</i></blockquote></p><p> Some points on the data:</p><p><blockquote>数据上的一些要点：</blockquote></p><p> <ul>  <li>The last 12 months have actually seen a historically low number of central bank rate moves in either direction. Never have global central banks been so inactive on that score. This is now starting to pick up though.</li>  <li>Since May 2012, global central banks have only seen the rolling 12m hike totals exceed cuts on 10% of occasions. We have just entered such a net hiking zone.</li>  <li>Central bank cuts have overwhelming exceeded hikes over the last couple of decades.</li> </ul> <img src=\"https://static.tigerbbs.com/d2760bc2328e86bf9439b7c268c2bd94\" tg-width=\"814\" tg-height=\"289\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>事实上，过去 12 个月中，央行利率朝这两个方向变动的次数都处于历史最低水平。全球央行在这方面从未如此不活跃。不过，这种情况现在开始好转了。</li><li>自 2012 年 5 月以来，全球央行只有 10% 的情况下，滚动 1200 万美元的加息总额超过了降息。我们刚刚进入这样一个净徒步旅行区。</li><li>过去几十年来，央行的降息幅度远远超过了加息幅度。</li></ul></blockquote></p><p> So its quite clear that a global hiking cycle had already started before the recent mini energy crisis. Will this renewed spike in energy costs mean central banks accelerate this (e.g. BoE guidance last week) or will it hit demand enough that it actually slows them down as stocks slide?</p><p><blockquote>因此，很明显，在最近的小型能源危机之前，全球徒步旅行周期已经开始。能源成本的再次飙升是否意味着央行会加快这一速度（例如上周英国央行的指导），或者它会对需求造成足够的打击，以至于随着股市下滑而实际上减缓需求？</blockquote></p><p> The answer is unclear but as Reid concludes, \"this is an incredibly delicate and difficult period for central banks.\"&nbsp; As a minimum, Reid notes, rates markets are finally waking up to the asymmetric risk/reward that had developed over the summer months given all the global inflation in the system and the evidence that we were in a global hiking cycle. One wonders when stocks will do the same.</p><p><blockquote>答案尚不清楚，但正如里德总结的那样，“对于央行来说，这是一个极其微妙和困难的时期。”里德指出，至少，鉴于系统中的全球通胀以及我们正处于全球加息周期的证据，利率市场终于意识到了夏季几个月中发展起来的不对称风险/回报。人们想知道股票什么时候会发生同样的事情。</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>We Are Entering The Most Aggressive Global Hiking Cycle In A Decade<blockquote>我们正在进入十年来最激进的全球徒步旅行周期</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\">\nWe Are Entering The Most Aggressive Global Hiking Cycle In A Decade<blockquote>我们正在进入十年来最激进的全球徒步旅行周期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-29 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or maybe it remembers how the Fed stepped in last March to ensure that nobody lost any money and thus nobody wants to sell this time, or maybe it is just too used to buying every single dip so that news of the Fed's taper actually sent stocks higher. But all that may soon change, because as Deutsche Bank's Jim Reid calculates in terms of global central bank hikes exceeding cuts, we are now at the highest differential for a decade on a rolling 12-month basis.</p><p><blockquote>也许市场已经被永远流动的廉价免费资金的承诺所催眠，或者也许它记得美联储去年3月如何采取行动，以确保没有人损失任何钱，因此这次没有人想卖出，或者也许它只是太习惯于每次下跌都买入，因此美联储缩减规模的消息实际上推高了股市。但这一切可能很快就会改变，因为正如德意志银行的吉姆·里德（Jim Reid）根据全球央行加息超过降息计算的那样，按12个月滚动计算，我们现在处于十年来的最高利差。</blockquote></p><p> In other words,<i>we are now entering the most aggressively global hiking cycle in a decade.</i></p><p><blockquote>换句话说，<i>我们现在正进入十年来最激进的全球徒步旅行周期。</i></blockquote></p><p> Some points on the data:</p><p><blockquote>数据上的一些要点：</blockquote></p><p> <ul>  <li>The last 12 months have actually seen a historically low number of central bank rate moves in either direction. Never have global central banks been so inactive on that score. This is now starting to pick up though.</li>  <li>Since May 2012, global central banks have only seen the rolling 12m hike totals exceed cuts on 10% of occasions. We have just entered such a net hiking zone.</li>  <li>Central bank cuts have overwhelming exceeded hikes over the last couple of decades.</li> </ul> <img src=\"https://static.tigerbbs.com/d2760bc2328e86bf9439b7c268c2bd94\" tg-width=\"814\" tg-height=\"289\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>事实上，过去 12 个月中，央行利率朝这两个方向变动的次数都处于历史最低水平。全球央行在这方面从未如此不活跃。不过，这种情况现在开始好转了。</li><li>自 2012 年 5 月以来，全球央行只有 10% 的情况下，滚动 1200 万美元的加息总额超过了降息。我们刚刚进入这样一个净徒步旅行区。</li><li>过去几十年来，央行的降息幅度远远超过了加息幅度。</li></ul></blockquote></p><p> So its quite clear that a global hiking cycle had already started before the recent mini energy crisis. Will this renewed spike in energy costs mean central banks accelerate this (e.g. BoE guidance last week) or will it hit demand enough that it actually slows them down as stocks slide?</p><p><blockquote>因此，很明显，在最近的小型能源危机之前，全球徒步旅行周期已经开始。能源成本的再次飙升是否意味着央行会加快这一速度（例如上周英国央行的指导），或者它会对需求造成足够的打击，以至于随着股市下滑而实际上减缓需求？</blockquote></p><p> The answer is unclear but as Reid concludes, \"this is an incredibly delicate and difficult period for central banks.\"&nbsp; As a minimum, Reid notes, rates markets are finally waking up to the asymmetric risk/reward that had developed over the summer months given all the global inflation in the system and the evidence that we were in a global hiking cycle. One wonders when stocks will do the same.</p><p><blockquote>答案尚不清楚，但正如里德总结的那样，“对于央行来说，这是一个极其微妙和困难的时期。”里德指出，至少，鉴于系统中的全球通胀以及我们正处于全球加息周期的证据，利率市场终于意识到了夏季几个月中发展起来的不对称风险/回报。人们想知道股票什么时候会发生同样的事情。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/we-are-entering-most-aggressive-global-hiking-cycle-decade\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/we-are-entering-most-aggressive-global-hiking-cycle-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129273771","content_text":"Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or maybe it remembers how the Fed stepped in last March to ensure that nobody lost any money and thus nobody wants to sell this time, or maybe it is just too used to buying every single dip so that news of the Fed's taper actually sent stocks higher. But all that may soon change, because as Deutsche Bank's Jim Reid calculates in terms of global central bank hikes exceeding cuts, we are now at the highest differential for a decade on a rolling 12-month basis.\nIn other words,we are now entering the most aggressively global hiking cycle in a decade.\nSome points on the data:\n\nThe last 12 months have actually seen a historically low number of central bank rate moves in either direction. Never have global central banks been so inactive on that score. This is now starting to pick up though.\nSince May 2012, global central banks have only seen the rolling 12m hike totals exceed cuts on 10% of occasions. We have just entered such a net hiking zone.\nCentral bank cuts have overwhelming exceeded hikes over the last couple of decades.\n\n\nSo its quite clear that a global hiking cycle had already started before the recent mini energy crisis. Will this renewed spike in energy costs mean central banks accelerate this (e.g. BoE guidance last week) or will it hit demand enough that it actually slows them down as stocks slide?\nThe answer is unclear but as Reid concludes, \"this is an incredibly delicate and difficult period for central banks.\"  As a minimum, Reid notes, rates markets are finally waking up to the asymmetric risk/reward that had developed over the summer months given all the global inflation in the system and the evidence that we were in a global hiking cycle. One wonders when stocks will do the same.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862666435,"gmtCreate":1632876245900,"gmtModify":1632876245900,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087299128031090","idStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862666435","repostId":"1104845344","repostType":2,"repost":{"id":"1104845344","kind":"news","pubTimestamp":1632874650,"share":"https://www.laohu8.com/m/news/1104845344?lang=zh_CN&edition=full","pubTime":"2021-09-29 08:17","market":"us","language":"en","title":"Owner-Equivalent Rent Shock On Deck As Actual Rents Surge By Most On Record<blockquote>随着实际租金创下历史新高，业主等效租金冲击即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104845344","media":"zerohedge","summary":"Another month, another record surge in US rents to a new all time high.\nAccording to theApartment Li","content":"<p>Another month, another record surge in US rents to a new all time high.</p><p><blockquote>又是一个月，美国租金再次创下历史新高。</blockquote></p><p> According to theApartment Listnational index, US rents increased by 2.1% from August to September, and although month-over-month growth has slowed slightly from its July peak when the sequential growth rate was 2.6%, rents are still growing much faster than the pre-pandemic trend. Since January of this year, the national median rent has increased by a staggering 16.4%. To put that in context, rent growth from January to September averaged just 3.4% in the pre-pandemic years from 2017-2019.</p><p><blockquote>根据theApartment Listnational index的数据，8月至9月美国租金上涨了2.1%，尽管环比增长较7月的峰值（环比增长率为2.6%）略有放缓，但租金的增长速度仍远高于疫情前的趋势。自今年1月以来，全国租金中位数上涨了惊人的16.4%。在此背景下，2017-2019 年疫情爆发前，1 月至 9 月的租金平均增长率仅为 3.4%。</blockquote></p><p> While even the smallest cooldown in rent growth is a welcome change for renters, Apartment List's Chris Salviati notes that it’s important to bear in mind that prior to this year, the national index never increased by more than 0.9 percent in a single month, going back to 2017. \"Furthermore, we have now entered the time of year when rents are normally declining due to seasonality in the market. In September of 2018 and 2019, for example, rents fell by 0.1 percent and 0.3 percent, respectively.\"</p><p><blockquote>虽然租金增长即使是最小的降温对租房者来说也是一个受欢迎的变化，但《公寓清单》的克里斯-萨尔维亚蒂（Chris Salviati）指出，重要的是要记住，在今年之前，全国指数从2017年开始，单月涨幅从未超过0.9%。“此外，由于市场的季节性，我们现在已经进入了一年中租金通常会下降的时间。例如，在2018年和2019年9月，租金分别下降了0.1%和0.3%。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ababcf05160d89248ff02f47a144eac\" tg-width=\"729\" tg-height=\"530\" referrerpolicy=\"no-referrer\">That said, we have a ways to go before US rent - where the median just rose above $1,300 for the first time ever - decline; and with rents rising virtually everywhere, only a few cities still remain cheaper than they were pre-pandemic, and even these remaining discounts are unlikely to persist much longer. At the other end of the spectrum, Apartment List finds<b>22 cities among the 100 largest where rents have increased by more than 25 percent since the start of the pandemic.</b>That said, there are some early signals that tightness in the market may be beginning to ease: the vacancy index ticked up this month for the first time since last April. And in Boise, ID, which has seen the nation’s biggest price increase since the start of the pandemic, rents finally dipped slightly this month.</p><p><blockquote>也就是说，在租金下降之前，我们还有很长的路要走——租金中位数刚刚首次升至 1,300 美元以上；随着几乎所有地方的租金都在上涨，只有少数城市的房价仍然比大流行前便宜，即使这些剩余的折扣也不太可能持续太久。另一方面，公寓清单发现<b>自疫情开始以来，100 个最大城市中有 22 个城市的租金上涨了 25% 以上。</b>尽管如此，有一些早期迹象表明市场紧张局势可能开始缓解：本月空缺指数自去年4月以来首次上升。在爱达荷州的博伊西，房价涨幅是自大流行病开始以来全国最大的，本月房租终于略有下降。</blockquote></p><p> The chart below visualizes monthly rent changes in each of the nation’s 100 largest cities from January 2018 to September 2021. The color in each cell represents the extent to which prices went up (red) or down (blue) in a given city in a given month. Bands of dark blue in 2020 represent the large urban centers where rent prices cratered (e.g., New York, San Francisco, Boston), but those bands have quickly turned red as ubiquitous rent growth sweeps the nation in 2021. In 2020, 60 of these cities saw rent prices rise from August to September, but this year, 97 cities got more expensive in September.</p><p><blockquote>下图显示了 2018 年 1 月至 2021 年 9 月期间全国 100 个最大城市的月租金变化。每个单元格中的颜色代表给定城市在给定月份的价格上涨（红色）或下跌（蓝色）的程度。2020年的深蓝色带代表了租金价格暴跌的大型城市中心（如纽约、旧金山、波士顿），但随着2021年无处不在的租金增长席卷全国，这些带很快变成了红色。2020年，这些城市中有60个从8月到9月的租金价格上涨，但今年，97个城市在9月份变得更加昂贵。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eab3c0b28f30388b1fc4564f53bbda9\" tg-width=\"617\" tg-height=\"645\" referrerpolicy=\"no-referrer\">In a glimmer of hope for Americans locked out of not only the housing but the rental market, one of the few markets where rents did not increase this month was Boise, ID. Since last March, rents in Boise are up by a staggering 39%, making the city the archetype for rental market disruption amid the pandemic. This month, however, the median rent in Boise fell by 0.1%. While such a small dip certainly doesn’t offer much relief to Boise renters, it may at least signal that the market is finally starting to stabilize. Spokane, WA, another city that has experienced skyrocketing rent growth this year, saw an even more notable decline this month, with rents down 1.8 percent.</p><p><blockquote>对于不仅被排除在住房市场之外，而且被排除在租赁市场之外的美国人来说，这是一线希望，本月租金没有上涨的少数几个市场之一是爱达荷州的博伊西。自去年3月以来，博伊西的租金上涨了惊人的39%，使该市成为疫情期间租赁市场混乱的原型。然而，本月博伊西的租金中位数下降了0.1%。虽然这样的小幅下跌肯定不会给博伊西的租房者带来多大的缓解，但它至少可能预示着市场终于开始趋于稳定。华盛顿州斯波坎是另一个今年租金飙升的城市，本月租金下降更为明显，下降了1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a29df5c06e6a9f068df656f5ed979c3\" tg-width=\"1280\" tg-height=\"801\" referrerpolicy=\"no-referrer\">Unfortunately, Boise and Spokane represent the exception rather than the rule -- in most of the cities where rents had been growing quickly, that growth is continuing. Tampa, for example, saw rents jump by another 3.9% this month, and the city now ranks 2nd for cumulative rent growth since the start of the pandemic at 36%. Excluding Boise and Spokane, the other eight cities in the chart above experienced rent growth of 3.5%, on average, from August to September, as affordable Sunbelt markets continue to boom. Of particular note, four of the ten cities with the fastest rent growth since last March are suburbs of Phoenix.</p><p><blockquote>不幸的是，博伊西和斯波坎是例外，而不是普遍现象——在大多数租金快速增长的城市，这种增长仍在继续。例如，坦帕本月租金又上涨了3.9%，自疫情开始以来，该市的累计租金增长率为36%，目前排名第二。除了博伊西和斯波坎，上图中的其他八个城市从8月到9月的租金平均增长了3.5%，因为负担得起的阳光地带市场继续繁荣。特别值得注意的是，自去年3月以来租金增长最快的十个城市中有四个是凤凰城的郊区。</blockquote></p><p> A more tangible indicator that demand destruction may be setting in, is that vacancy rates have posted their first increase since March. Indeed, as Apartment List notes, much of this year’s boom in rent prices can be attributed to a tight market in which more and more households are competing for fewer and fewer vacant units. The vacancy index spiked from 6.2% to 7.1% last April, as many Americans moved in with family or friends amid the uncertainty and economic disruption of the pandemic’s onset. Since then, however, vacancies have been steadily declining. For the past several months, the vacancy index has been hovering just below 4%, significantly lower than the 6% rate that was typical pre-pandemic.</p><p><blockquote>需求破坏可能正在出现的一个更切实的指标是，空置率自 3 月份以来首次上升。事实上，正如 Apartment List 所指出的那样，今年租金价格上涨在很大程度上可以归因于市场紧张，越来越多的家庭正在争夺越来越少的空置单元。去年 4 月，由于大流行病爆发带来的不确定性和经济混乱，许多美国人搬到了家人或朋友那里，空置指数从 6.2% 飙升至 7.1%。然而，自那以后，职位空缺一直在稳步下降。在过去的几个月里，空缺指数一直徘徊在略低于4%的水平，明显低于大流行前典型的6%。</blockquote></p><p></p><p> This month, however, the vacancy index ticked up slightly, from 3.8 percent to 3.9 percent.<b>Although this is a very minor increase, it represents the first increase of any magnitude since last April.</b>While a few more months of data would be needed to confirm an inflection point, if vacancies are back on the rise again, it would signal that tightness in the rental market is finally beginning to ease and that rent growth will also continue to cool.</p><p><blockquote>然而，本月空缺指数略有上升，从 3.8% 上升到 3.9%。<b>虽然这是一个非常小的增长，但它代表了自去年4月以来任何幅度的首次增长。</b>虽然还需要几个月的数据来确认拐点，但如果空置率再次上升，这将表明租赁市场的紧张局势终于开始缓解，租金增长也将继续降温。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a50c20dcd20db5472c3520318c0d2ec1\" tg-width=\"1280\" tg-height=\"777\" referrerpolicy=\"no-referrer\">Finally, where there may be light at the end of the tunnel in real-time data, we have yet to see the pig even enter the python when it comes to the CPI's Owner Equivalent Rent data series. As shown below, the Apartment List data normally has a 4 month lead to the OER series, which means that as actual rents soar by over 15% Y/Y, OER is either going to skyrocket in the coming quarters or the BLS will have to come up with some very fancy hedonic adjustments why rental inflation should exclude, well, rental inflation.</p><p><blockquote>最后，在实时数据的隧道尽头可能有曙光的地方，当涉及到CPI的业主等值租金数据系列时，我们甚至还没有看到猪进入python。如下所示，公寓列表数据通常在OER系列之前有4个月的时间，这意味着随着实际租金同比飙升超过15%，OER要么在未来几个季度飙升，要么BLS将不得不提出一些非常花哨的享乐调整，为什么租金通胀应该排除租金通胀。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8a081c0ce24e0d5801ed8533c04f0a0\" tg-width=\"890\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></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>Owner-Equivalent Rent Shock On Deck As Actual Rents Surge By Most On Record<blockquote>随着实际租金创下历史新高，业主等效租金冲击即将到来</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\">\nOwner-Equivalent Rent Shock On Deck As Actual Rents Surge By Most On Record<blockquote>随着实际租金创下历史新高，业主等效租金冲击即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-29 08:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Another month, another record surge in US rents to a new all time high.</p><p><blockquote>又是一个月，美国租金再次创下历史新高。</blockquote></p><p> According to theApartment Listnational index, US rents increased by 2.1% from August to September, and although month-over-month growth has slowed slightly from its July peak when the sequential growth rate was 2.6%, rents are still growing much faster than the pre-pandemic trend. Since January of this year, the national median rent has increased by a staggering 16.4%. To put that in context, rent growth from January to September averaged just 3.4% in the pre-pandemic years from 2017-2019.</p><p><blockquote>根据theApartment Listnational index的数据，8月至9月美国租金上涨了2.1%，尽管环比增长较7月的峰值（环比增长率为2.6%）略有放缓，但租金的增长速度仍远高于疫情前的趋势。自今年1月以来，全国租金中位数上涨了惊人的16.4%。在此背景下，2017-2019 年疫情爆发前，1 月至 9 月的租金平均增长率仅为 3.4%。</blockquote></p><p> While even the smallest cooldown in rent growth is a welcome change for renters, Apartment List's Chris Salviati notes that it’s important to bear in mind that prior to this year, the national index never increased by more than 0.9 percent in a single month, going back to 2017. \"Furthermore, we have now entered the time of year when rents are normally declining due to seasonality in the market. In September of 2018 and 2019, for example, rents fell by 0.1 percent and 0.3 percent, respectively.\"</p><p><blockquote>虽然租金增长即使是最小的降温对租房者来说也是一个受欢迎的变化，但《公寓清单》的克里斯-萨尔维亚蒂（Chris Salviati）指出，重要的是要记住，在今年之前，全国指数从2017年开始，单月涨幅从未超过0.9%。“此外，由于市场的季节性，我们现在已经进入了一年中租金通常会下降的时间。例如，在2018年和2019年9月，租金分别下降了0.1%和0.3%。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ababcf05160d89248ff02f47a144eac\" tg-width=\"729\" tg-height=\"530\" referrerpolicy=\"no-referrer\">That said, we have a ways to go before US rent - where the median just rose above $1,300 for the first time ever - decline; and with rents rising virtually everywhere, only a few cities still remain cheaper than they were pre-pandemic, and even these remaining discounts are unlikely to persist much longer. At the other end of the spectrum, Apartment List finds<b>22 cities among the 100 largest where rents have increased by more than 25 percent since the start of the pandemic.</b>That said, there are some early signals that tightness in the market may be beginning to ease: the vacancy index ticked up this month for the first time since last April. And in Boise, ID, which has seen the nation’s biggest price increase since the start of the pandemic, rents finally dipped slightly this month.</p><p><blockquote>也就是说，在租金下降之前，我们还有很长的路要走——租金中位数刚刚首次升至 1,300 美元以上；随着几乎所有地方的租金都在上涨，只有少数城市的房价仍然比大流行前便宜，即使这些剩余的折扣也不太可能持续太久。另一方面，公寓清单发现<b>自疫情开始以来，100 个最大城市中有 22 个城市的租金上涨了 25% 以上。</b>尽管如此，有一些早期迹象表明市场紧张局势可能开始缓解：本月空缺指数自去年4月以来首次上升。在爱达荷州的博伊西，房价涨幅是自大流行病开始以来全国最大的，本月房租终于略有下降。</blockquote></p><p> The chart below visualizes monthly rent changes in each of the nation’s 100 largest cities from January 2018 to September 2021. The color in each cell represents the extent to which prices went up (red) or down (blue) in a given city in a given month. Bands of dark blue in 2020 represent the large urban centers where rent prices cratered (e.g., New York, San Francisco, Boston), but those bands have quickly turned red as ubiquitous rent growth sweeps the nation in 2021. In 2020, 60 of these cities saw rent prices rise from August to September, but this year, 97 cities got more expensive in September.</p><p><blockquote>下图显示了 2018 年 1 月至 2021 年 9 月期间全国 100 个最大城市的月租金变化。每个单元格中的颜色代表给定城市在给定月份的价格上涨（红色）或下跌（蓝色）的程度。2020年的深蓝色带代表了租金价格暴跌的大型城市中心（如纽约、旧金山、波士顿），但随着2021年无处不在的租金增长席卷全国，这些带很快变成了红色。2020年，这些城市中有60个从8月到9月的租金价格上涨，但今年，97个城市在9月份变得更加昂贵。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eab3c0b28f30388b1fc4564f53bbda9\" tg-width=\"617\" tg-height=\"645\" referrerpolicy=\"no-referrer\">In a glimmer of hope for Americans locked out of not only the housing but the rental market, one of the few markets where rents did not increase this month was Boise, ID. Since last March, rents in Boise are up by a staggering 39%, making the city the archetype for rental market disruption amid the pandemic. This month, however, the median rent in Boise fell by 0.1%. While such a small dip certainly doesn’t offer much relief to Boise renters, it may at least signal that the market is finally starting to stabilize. Spokane, WA, another city that has experienced skyrocketing rent growth this year, saw an even more notable decline this month, with rents down 1.8 percent.</p><p><blockquote>对于不仅被排除在住房市场之外，而且被排除在租赁市场之外的美国人来说，这是一线希望，本月租金没有上涨的少数几个市场之一是爱达荷州的博伊西。自去年3月以来，博伊西的租金上涨了惊人的39%，使该市成为疫情期间租赁市场混乱的原型。然而，本月博伊西的租金中位数下降了0.1%。虽然这样的小幅下跌肯定不会给博伊西的租房者带来多大的缓解，但它至少可能预示着市场终于开始趋于稳定。华盛顿州斯波坎是另一个今年租金飙升的城市，本月租金下降更为明显，下降了1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a29df5c06e6a9f068df656f5ed979c3\" tg-width=\"1280\" tg-height=\"801\" referrerpolicy=\"no-referrer\">Unfortunately, Boise and Spokane represent the exception rather than the rule -- in most of the cities where rents had been growing quickly, that growth is continuing. Tampa, for example, saw rents jump by another 3.9% this month, and the city now ranks 2nd for cumulative rent growth since the start of the pandemic at 36%. Excluding Boise and Spokane, the other eight cities in the chart above experienced rent growth of 3.5%, on average, from August to September, as affordable Sunbelt markets continue to boom. Of particular note, four of the ten cities with the fastest rent growth since last March are suburbs of Phoenix.</p><p><blockquote>不幸的是，博伊西和斯波坎是例外，而不是普遍现象——在大多数租金快速增长的城市，这种增长仍在继续。例如，坦帕本月租金又上涨了3.9%，自疫情开始以来，该市的累计租金增长率为36%，目前排名第二。除了博伊西和斯波坎，上图中的其他八个城市从8月到9月的租金平均增长了3.5%，因为负担得起的阳光地带市场继续繁荣。特别值得注意的是，自去年3月以来租金增长最快的十个城市中有四个是凤凰城的郊区。</blockquote></p><p> A more tangible indicator that demand destruction may be setting in, is that vacancy rates have posted their first increase since March. Indeed, as Apartment List notes, much of this year’s boom in rent prices can be attributed to a tight market in which more and more households are competing for fewer and fewer vacant units. The vacancy index spiked from 6.2% to 7.1% last April, as many Americans moved in with family or friends amid the uncertainty and economic disruption of the pandemic’s onset. Since then, however, vacancies have been steadily declining. For the past several months, the vacancy index has been hovering just below 4%, significantly lower than the 6% rate that was typical pre-pandemic.</p><p><blockquote>需求破坏可能正在出现的一个更切实的指标是，空置率自 3 月份以来首次上升。事实上，正如 Apartment List 所指出的那样，今年租金价格上涨在很大程度上可以归因于市场紧张，越来越多的家庭正在争夺越来越少的空置单元。去年 4 月，由于大流行病爆发带来的不确定性和经济混乱，许多美国人搬到了家人或朋友那里，空置指数从 6.2% 飙升至 7.1%。然而，自那以后，职位空缺一直在稳步下降。在过去的几个月里，空缺指数一直徘徊在略低于4%的水平，明显低于大流行前典型的6%。</blockquote></p><p></p><p> This month, however, the vacancy index ticked up slightly, from 3.8 percent to 3.9 percent.<b>Although this is a very minor increase, it represents the first increase of any magnitude since last April.</b>While a few more months of data would be needed to confirm an inflection point, if vacancies are back on the rise again, it would signal that tightness in the rental market is finally beginning to ease and that rent growth will also continue to cool.</p><p><blockquote>然而，本月空缺指数略有上升，从 3.8% 上升到 3.9%。<b>虽然这是一个非常小的增长，但它代表了自去年4月以来任何幅度的首次增长。</b>虽然还需要几个月的数据来确认拐点，但如果空置率再次上升，这将表明租赁市场的紧张局势终于开始缓解，租金增长也将继续降温。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a50c20dcd20db5472c3520318c0d2ec1\" tg-width=\"1280\" tg-height=\"777\" referrerpolicy=\"no-referrer\">Finally, where there may be light at the end of the tunnel in real-time data, we have yet to see the pig even enter the python when it comes to the CPI's Owner Equivalent Rent data series. As shown below, the Apartment List data normally has a 4 month lead to the OER series, which means that as actual rents soar by over 15% Y/Y, OER is either going to skyrocket in the coming quarters or the BLS will have to come up with some very fancy hedonic adjustments why rental inflation should exclude, well, rental inflation.</p><p><blockquote>最后，在实时数据的隧道尽头可能有曙光的地方，当涉及到CPI的业主等值租金数据系列时，我们甚至还没有看到猪进入python。如下所示，公寓列表数据通常在OER系列之前有4个月的时间，这意味着随着实际租金同比飙升超过15%，OER要么在未来几个季度飙升，要么BLS将不得不提出一些非常花哨的享乐调整，为什么租金通胀应该排除租金通胀。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8a081c0ce24e0d5801ed8533c04f0a0\" tg-width=\"890\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/owner-equivalent-rent-shock-deck-actual-rents-surge-most-record\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/owner-equivalent-rent-shock-deck-actual-rents-surge-most-record","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104845344","content_text":"Another month, another record surge in US rents to a new all time high.\nAccording to theApartment Listnational index, US rents increased by 2.1% from August to September, and although month-over-month growth has slowed slightly from its July peak when the sequential growth rate was 2.6%, rents are still growing much faster than the pre-pandemic trend. Since January of this year, the national median rent has increased by a staggering 16.4%. To put that in context, rent growth from January to September averaged just 3.4% in the pre-pandemic years from 2017-2019.\nWhile even the smallest cooldown in rent growth is a welcome change for renters, Apartment List's Chris Salviati notes that it’s important to bear in mind that prior to this year, the national index never increased by more than 0.9 percent in a single month, going back to 2017. \"Furthermore, we have now entered the time of year when rents are normally declining due to seasonality in the market. In September of 2018 and 2019, for example, rents fell by 0.1 percent and 0.3 percent, respectively.\"\nThat said, we have a ways to go before US rent - where the median just rose above $1,300 for the first time ever - decline; and with rents rising virtually everywhere, only a few cities still remain cheaper than they were pre-pandemic, and even these remaining discounts are unlikely to persist much longer. At the other end of the spectrum, Apartment List finds22 cities among the 100 largest where rents have increased by more than 25 percent since the start of the pandemic.That said, there are some early signals that tightness in the market may be beginning to ease: the vacancy index ticked up this month for the first time since last April. And in Boise, ID, which has seen the nation’s biggest price increase since the start of the pandemic, rents finally dipped slightly this month.\nThe chart below visualizes monthly rent changes in each of the nation’s 100 largest cities from January 2018 to September 2021. The color in each cell represents the extent to which prices went up (red) or down (blue) in a given city in a given month. Bands of dark blue in 2020 represent the large urban centers where rent prices cratered (e.g., New York, San Francisco, Boston), but those bands have quickly turned red as ubiquitous rent growth sweeps the nation in 2021. In 2020, 60 of these cities saw rent prices rise from August to September, but this year, 97 cities got more expensive in September.\nIn a glimmer of hope for Americans locked out of not only the housing but the rental market, one of the few markets where rents did not increase this month was Boise, ID. Since last March, rents in Boise are up by a staggering 39%, making the city the archetype for rental market disruption amid the pandemic. This month, however, the median rent in Boise fell by 0.1%. While such a small dip certainly doesn’t offer much relief to Boise renters, it may at least signal that the market is finally starting to stabilize. Spokane, WA, another city that has experienced skyrocketing rent growth this year, saw an even more notable decline this month, with rents down 1.8 percent.\nUnfortunately, Boise and Spokane represent the exception rather than the rule -- in most of the cities where rents had been growing quickly, that growth is continuing. Tampa, for example, saw rents jump by another 3.9% this month, and the city now ranks 2nd for cumulative rent growth since the start of the pandemic at 36%. Excluding Boise and Spokane, the other eight cities in the chart above experienced rent growth of 3.5%, on average, from August to September, as affordable Sunbelt markets continue to boom. Of particular note, four of the ten cities with the fastest rent growth since last March are suburbs of Phoenix.\nA more tangible indicator that demand destruction may be setting in, is that vacancy rates have posted their first increase since March. Indeed, as Apartment List notes, much of this year’s boom in rent prices can be attributed to a tight market in which more and more households are competing for fewer and fewer vacant units. The vacancy index spiked from 6.2% to 7.1% last April, as many Americans moved in with family or friends amid the uncertainty and economic disruption of the pandemic’s onset. Since then, however, vacancies have been steadily declining. For the past several months, the vacancy index has been hovering just below 4%, significantly lower than the 6% rate that was typical pre-pandemic.\nThis month, however, the vacancy index ticked up slightly, from 3.8 percent to 3.9 percent.Although this is a very minor increase, it represents the first increase of any magnitude since last April.While a few more months of data would be needed to confirm an inflection point, if vacancies are back on the rise again, it would signal that tightness in the rental market is finally beginning to ease and that rent growth will also continue to cool.\nFinally, where there may be light at the end of the tunnel in real-time data, we have yet to see the pig even enter the python when it comes to the CPI's Owner Equivalent Rent data series. As shown below, the Apartment List data normally has a 4 month lead to the OER series, which means that as actual rents soar by over 15% Y/Y, OER is either going to skyrocket in the coming quarters or the BLS will have to come up with some very fancy hedonic adjustments why rental inflation should exclude, well, rental inflation.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862666377,"gmtCreate":1632876223234,"gmtModify":1632876223234,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087299128031090","idStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Oh dear","listText":"Oh dear","text":"Oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862666377","repostId":"1111572816","repostType":2,"repost":{"id":"1111572816","kind":"news","pubTimestamp":1632875079,"share":"https://www.laohu8.com/m/news/1111572816?lang=zh_CN&edition=full","pubTime":"2021-09-29 08:24","market":"us","language":"en","title":"Why Pfizer, BioNTech, Moderna, and Novavax Stocks Are Falling Tuesday<blockquote>为什么辉瑞、BioNTech、Moderna 和 Novavax 的股票周二下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111572816","media":"Motley Fool","summary":"Investors seem increasingly jittery about the future prospects for COVID-19 vaccines.\n\nKey Points\n\nP","content":"<p>  <b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> seem increasingly jittery about the future prospects for COVID-19 vaccines.</b>  <b>Key <a href=\"https://laohu8.com/S/PCOM\">Points</a></b></p><p><blockquote><b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>似乎对新冠肺炎疫苗的未来前景越来越紧张。</b><b>钥匙<a href=\"https://laohu8.com/S/PCOM\">积分</a></b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>, <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, and <a href=\"https://laohu8.com/S/NVAX\">Novavax</a> had some good news Tuesday.</li>  <li>Vaccine stocks are falling, though, probably because of uncertainty about future demand for vaccines.</li>  <li>It's still possible that coronavirus variants could drive sustained demand for COVID-19 vaccines.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>，和<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>周二有一些好消息。</li><li>不过，疫苗库存正在下跌，可能是因为未来疫苗需求的不确定性。</li><li>冠状病毒变种仍有可能推动对新冠肺炎疫苗的持续需求。</li></ul><b>发生了什么事</b></blockquote></p><p> This isn't shaping up to be a good week for the stocks of leading COVID-19 vaccine makers. Several of the stocksslipped on Monday. The downtrend continued Tuesday.</p><p><blockquote>对于领先的 COVID-19 疫苗制造商的股票来说，这并不是一个好的一周。周一，几只股票下跌。周二继续下跌趋势。</blockquote></p><p> Shares of<b>Pfizer</b>(NYSE:PFE)were down 1.6% at 11:27 a.m.<b>BioNTech</b>(NASDAQ:BNTX)stock had fallen 9.4%.<b>Moderna</b>'s(NASDAQ:MRNA)shares were 6.2% lower.<b>Novavax</b>(NASDAQ:NVAX)was an especially big loser, its shares having sunk 11.6%.</p><p><blockquote>股份<b>辉瑞</b>（纽约证券交易所代码：PFE）上午 11:27 下跌 1.6%。<b>生物技术</b>（纳斯达克股票代码：BNTX）股价下跌 9.4%。<b>现代</b>s（纳斯达克股票代码：MRNA）股价下跌 6.2%。<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）是一个特别大的输家，其股价下跌了11.6%。</blockquote></p><p> The declines for these&nbsp;vaccine stocks&nbsp;came despite some good news for several of them. Pfizer and BioNTech submitted initial data to the U.S. Food and Drug Administration from a late-stage study of their COVID-19 vaccine in children younger than 12 years down to age 5. Indian regulators also allowed the Serum Institute of India to begin enrolling kids ages 7 to 11 in a clinical trial evaluating Novavax's COVID-19 vaccine.</p><p><blockquote>尽管其中一些疫苗股传来了一些好消息，但它们还是出现了下跌。辉瑞和BioNTech向美国提交了初始数据。美国食品和药物管理局对 12 岁以下至 5 岁儿童的 COVID-19 疫苗进行了后期研究。印度监管机构还允许印度血清研究所开始招募 7 至 11 岁的儿童参加评估 Novavax 新冠肺炎疫苗的临床试验。</blockquote></p><p> So why are the stocks falling Tuesday? It's probably because investors are becoming increasingly anxious about the prospects for COVID-19 vaccine sales. The CEOs of both Pfizer and Moderna recently predicted thatthe pandemic could end in 2022.</p><p><blockquote>那么为什么周二股市下跌呢？这可能是因为投资者对新冠肺炎疫苗销售前景越来越焦虑。辉瑞和Moderna的首席执行官最近预测，疫情可能会在2022年结束。</blockquote></p><p> Also, Pfizer announced on Monday that it's started testing a pill that could be used to prevent infection after exposure to another person with COVID-19. If Pfizer's oral drug or similar antiviral therapies become available, it could reduce the incentive for people to seek vaccination.</p><p><blockquote>此外，辉瑞公司周一宣布，它已经开始测试一种药丸，该药丸可用于在接触另一名新冠肺炎患者后预防感染。如果辉瑞的口服药物或类似的抗病毒疗法变得可用，它可能会降低人们寻求疫苗接种的动力。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors absolutely should be looking to the future to evaluate the prospects for vaccine stocks. And there is uncertainty as to whether COVID-19 vaccine sales will remain as strong as they are now in 2023 and beyond.</p><p><blockquote>投资者绝对应该展望未来来评估疫苗股的前景。2023 年及以后，COVID-19 疫苗的销售是否会像现在一样强劲还存在不确定性。</blockquote></p><p> It's not surprising that Pfizer stock didn't fall nearly as much as shares of BioNTech, Moderna, or Novavax. The big drugmaker isn't totally dependent on its COVID-19 vaccine, as BioNTech and Moderna are -- and Novavax potentially soon will be.</p><p><blockquote>辉瑞股价的跌幅远不及 BioNTech、Moderna 或 Novavax 的股价，这并不奇怪。这家大型制药商并不像 BioNTech 和 Moderna 那样完全依赖其 COVID-19 疫苗，Novavax 可能很快就会如此。</blockquote></p><p> However, there's still a possibility that emerging coronavirus variants could cause the demand for COVID-19 vaccines to remain strong for years to come. Tuesday's sell-off could turn out to be unwarranted.</p><p><blockquote>然而，新出现的冠状病毒变种仍有可能导致对新冠肺炎疫苗的需求在未来几年保持强劲。周二的抛售可能被证明是不必要的。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Each of these stocks has key catalysts on the way. Pfizer and BioNTech hope to soon file for FDA Emergency Use Authorization for their COVID-19 vaccine in immunizing younger children. Moderna awaits a decision on booster doses. Novavax hopes to win Emergency Use Listing from the World Health Organization for its COVID-19 vaccine and plans to file for EUAs in multiple countries.</p><p><blockquote>这些股票中的每一只都有关键的催化剂。辉瑞和 BioNTech 希望尽快向 FDA 申请其 COVID-19 疫苗的紧急使用授权，用于对幼儿进行免疫。Moderna 正在等待加强剂量的决定。Novavax希望为其COVID-19疫苗赢得世界卫生组织的紧急使用清单，并计划在多个国家申请EUA。</blockquote></p><p> As long as the uncertainty about future demand for COVID-19 vaccines continues, though, look for continued volatility with all of these stocks.</p><p><blockquote>不过，只要 COVID-19 疫苗未来需求的不确定性持续存在，所有这些股票都将持续波动。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Pfizer, BioNTech, Moderna, and Novavax Stocks Are Falling Tuesday<blockquote>为什么辉瑞、BioNTech、Moderna 和 Novavax 的股票周二下跌</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\">\nWhy Pfizer, BioNTech, Moderna, and Novavax Stocks Are Falling Tuesday<blockquote>为什么辉瑞、BioNTech、Moderna 和 Novavax 的股票周二下跌</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\">2021-09-29 08:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> seem increasingly jittery about the future prospects for COVID-19 vaccines.</b>  <b>Key <a href=\"https://laohu8.com/S/PCOM\">Points</a></b></p><p><blockquote><b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>似乎对新冠肺炎疫苗的未来前景越来越紧张。</b><b>钥匙<a href=\"https://laohu8.com/S/PCOM\">积分</a></b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>, <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, and <a href=\"https://laohu8.com/S/NVAX\">Novavax</a> had some good news Tuesday.</li>  <li>Vaccine stocks are falling, though, probably because of uncertainty about future demand for vaccines.</li>  <li>It's still possible that coronavirus variants could drive sustained demand for COVID-19 vaccines.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>，和<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>周二有一些好消息。</li><li>不过，疫苗库存正在下跌，可能是因为未来疫苗需求的不确定性。</li><li>冠状病毒变种仍有可能推动对新冠肺炎疫苗的持续需求。</li></ul><b>发生了什么事</b></blockquote></p><p> This isn't shaping up to be a good week for the stocks of leading COVID-19 vaccine makers. Several of the stocksslipped on Monday. The downtrend continued Tuesday.</p><p><blockquote>对于领先的 COVID-19 疫苗制造商的股票来说，这并不是一个好的一周。周一，几只股票下跌。周二继续下跌趋势。</blockquote></p><p> Shares of<b>Pfizer</b>(NYSE:PFE)were down 1.6% at 11:27 a.m.<b>BioNTech</b>(NASDAQ:BNTX)stock had fallen 9.4%.<b>Moderna</b>'s(NASDAQ:MRNA)shares were 6.2% lower.<b>Novavax</b>(NASDAQ:NVAX)was an especially big loser, its shares having sunk 11.6%.</p><p><blockquote>股份<b>辉瑞</b>（纽约证券交易所代码：PFE）上午 11:27 下跌 1.6%。<b>生物技术</b>（纳斯达克股票代码：BNTX）股价下跌 9.4%。<b>现代</b>s（纳斯达克股票代码：MRNA）股价下跌 6.2%。<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）是一个特别大的输家，其股价下跌了11.6%。</blockquote></p><p> The declines for these&nbsp;vaccine stocks&nbsp;came despite some good news for several of them. Pfizer and BioNTech submitted initial data to the U.S. Food and Drug Administration from a late-stage study of their COVID-19 vaccine in children younger than 12 years down to age 5. Indian regulators also allowed the Serum Institute of India to begin enrolling kids ages 7 to 11 in a clinical trial evaluating Novavax's COVID-19 vaccine.</p><p><blockquote>尽管其中一些疫苗股传来了一些好消息，但它们还是出现了下跌。辉瑞和BioNTech向美国提交了初始数据。美国食品和药物管理局对 12 岁以下至 5 岁儿童的 COVID-19 疫苗进行了后期研究。印度监管机构还允许印度血清研究所开始招募 7 至 11 岁的儿童参加评估 Novavax 新冠肺炎疫苗的临床试验。</blockquote></p><p> So why are the stocks falling Tuesday? It's probably because investors are becoming increasingly anxious about the prospects for COVID-19 vaccine sales. The CEOs of both Pfizer and Moderna recently predicted thatthe pandemic could end in 2022.</p><p><blockquote>那么为什么周二股市下跌呢？这可能是因为投资者对新冠肺炎疫苗销售前景越来越焦虑。辉瑞和Moderna的首席执行官最近预测，疫情可能会在2022年结束。</blockquote></p><p> Also, Pfizer announced on Monday that it's started testing a pill that could be used to prevent infection after exposure to another person with COVID-19. If Pfizer's oral drug or similar antiviral therapies become available, it could reduce the incentive for people to seek vaccination.</p><p><blockquote>此外，辉瑞公司周一宣布，它已经开始测试一种药丸，该药丸可用于在接触另一名新冠肺炎患者后预防感染。如果辉瑞的口服药物或类似的抗病毒疗法变得可用，它可能会降低人们寻求疫苗接种的动力。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors absolutely should be looking to the future to evaluate the prospects for vaccine stocks. And there is uncertainty as to whether COVID-19 vaccine sales will remain as strong as they are now in 2023 and beyond.</p><p><blockquote>投资者绝对应该展望未来来评估疫苗股的前景。2023 年及以后，COVID-19 疫苗的销售是否会像现在一样强劲还存在不确定性。</blockquote></p><p> It's not surprising that Pfizer stock didn't fall nearly as much as shares of BioNTech, Moderna, or Novavax. The big drugmaker isn't totally dependent on its COVID-19 vaccine, as BioNTech and Moderna are -- and Novavax potentially soon will be.</p><p><blockquote>辉瑞股价的跌幅远不及 BioNTech、Moderna 或 Novavax 的股价，这并不奇怪。这家大型制药商并不像 BioNTech 和 Moderna 那样完全依赖其 COVID-19 疫苗，Novavax 可能很快就会如此。</blockquote></p><p> However, there's still a possibility that emerging coronavirus variants could cause the demand for COVID-19 vaccines to remain strong for years to come. Tuesday's sell-off could turn out to be unwarranted.</p><p><blockquote>然而，新出现的冠状病毒变种仍有可能导致对新冠肺炎疫苗的需求在未来几年保持强劲。周二的抛售可能被证明是不必要的。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Each of these stocks has key catalysts on the way. Pfizer and BioNTech hope to soon file for FDA Emergency Use Authorization for their COVID-19 vaccine in immunizing younger children. Moderna awaits a decision on booster doses. Novavax hopes to win Emergency Use Listing from the World Health Organization for its COVID-19 vaccine and plans to file for EUAs in multiple countries.</p><p><blockquote>这些股票中的每一只都有关键的催化剂。辉瑞和 BioNTech 希望尽快向 FDA 申请其 COVID-19 疫苗的紧急使用授权，用于对幼儿进行免疫。Moderna 正在等待加强剂量的决定。Novavax希望为其COVID-19疫苗赢得世界卫生组织的紧急使用清单，并计划在多个国家申请EUA。</blockquote></p><p> As long as the uncertainty about future demand for COVID-19 vaccines continues, though, look for continued volatility with all of these stocks.</p><p><blockquote>不过，只要 COVID-19 疫苗未来需求的不确定性持续存在，所有这些股票都将持续波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/28/why-pfizer-biontech-moderna-and-novavax-stocks-are/\">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":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/09/28/why-pfizer-biontech-moderna-and-novavax-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111572816","content_text":"Investors seem increasingly jittery about the future prospects for COVID-19 vaccines.\n\nKey Points\n\nPfizer, BioNTech SE, and Novavax had some good news Tuesday.\nVaccine stocks are falling, though, probably because of uncertainty about future demand for vaccines.\nIt's still possible that coronavirus variants could drive sustained demand for COVID-19 vaccines.\n\nWhat happened\nThis isn't shaping up to be a good week for the stocks of leading COVID-19 vaccine makers. Several of the stocksslipped on Monday. The downtrend continued Tuesday.\nShares ofPfizer(NYSE:PFE)were down 1.6% at 11:27 a.m.BioNTech(NASDAQ:BNTX)stock had fallen 9.4%.Moderna's(NASDAQ:MRNA)shares were 6.2% lower.Novavax(NASDAQ:NVAX)was an especially big loser, its shares having sunk 11.6%.\nThe declines for these vaccine stocks came despite some good news for several of them. Pfizer and BioNTech submitted initial data to the U.S. Food and Drug Administration from a late-stage study of their COVID-19 vaccine in children younger than 12 years down to age 5. Indian regulators also allowed the Serum Institute of India to begin enrolling kids ages 7 to 11 in a clinical trial evaluating Novavax's COVID-19 vaccine.\nSo why are the stocks falling Tuesday? It's probably because investors are becoming increasingly anxious about the prospects for COVID-19 vaccine sales. The CEOs of both Pfizer and Moderna recently predicted thatthe pandemic could end in 2022.\nAlso, Pfizer announced on Monday that it's started testing a pill that could be used to prevent infection after exposure to another person with COVID-19. If Pfizer's oral drug or similar antiviral therapies become available, it could reduce the incentive for people to seek vaccination.\nSo what\nInvestors absolutely should be looking to the future to evaluate the prospects for vaccine stocks. And there is uncertainty as to whether COVID-19 vaccine sales will remain as strong as they are now in 2023 and beyond.\nIt's not surprising that Pfizer stock didn't fall nearly as much as shares of BioNTech, Moderna, or Novavax. The big drugmaker isn't totally dependent on its COVID-19 vaccine, as BioNTech and Moderna are -- and Novavax potentially soon will be.\nHowever, there's still a possibility that emerging coronavirus variants could cause the demand for COVID-19 vaccines to remain strong for years to come. Tuesday's sell-off could turn out to be unwarranted.\nNow what\nEach of these stocks has key catalysts on the way. Pfizer and BioNTech hope to soon file for FDA Emergency Use Authorization for their COVID-19 vaccine in immunizing younger children. Moderna awaits a decision on booster doses. Novavax hopes to win Emergency Use Listing from the World Health Organization for its COVID-19 vaccine and plans to file for EUAs in multiple countries.\nAs long as the uncertainty about future demand for COVID-19 vaccines continues, though, look for continued volatility with all of these stocks.","news_type":1,"symbols_score_info":{"BNTX":0.9,"MRNA":0.9,"PFE":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866402080,"gmtCreate":1632794249540,"gmtModify":1632797571533,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087299128031090","idStr":"4087299128031090"},"themes":[],"title":"","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/866402080","repostId":"1121775545","repostType":4,"repost":{"id":"1121775545","kind":"news","pubTimestamp":1632788410,"share":"https://www.laohu8.com/m/news/1121775545?lang=zh_CN&edition=full","pubTime":"2021-09-28 08:20","market":"sg","language":"en","title":"Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121775545","media":"Singapore Business","summary":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by ","content":"<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>","source":"lsy1618986048053","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>Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</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\">\nElectronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-09-28 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august\">Singapore Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121775545","content_text":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.\nOCBC Treasury Research puts this performance on the strength of the electronics performance.\n“August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.\nOCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY, after a steller 78.6% growth in July.\n“Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.\nFor its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products\n“Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.\nUOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889183684,"gmtCreate":1631114517948,"gmtModify":1632884517425,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087299128031090","idStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889183684","repostId":"1185415782","repostType":4,"repost":{"id":"1185415782","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":1631109899,"share":"https://www.laohu8.com/m/news/1185415782?lang=zh_CN&edition=full","pubTime":"2021-09-08 22:04","market":"us","language":"en","title":"Chinese EV stocks are down in early trading<blockquote>中国电动汽车股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185415782","media":"Tiger Newspress","summary":"(Sept 8) Chinese EV stocks are down in early trading.  NIO, Xpeng fell over 5%, Li fell over 3%.","content":"<p>(Sept 8)&nbsp;Chinese&nbsp;EV stocks&nbsp;are&nbsp;down&nbsp;in&nbsp;early&nbsp;trading.&nbsp;&nbsp;NIO,&nbsp;Xpeng&nbsp;fell&nbsp;over&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;over&nbsp;3%.</p><p><blockquote>（9月8日）中国电动汽车股早盘下跌。蔚来、小鹏汽车跌超5%，理想汽车跌超3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c8522469d717c9ea7cfe197df22bf04\" tg-width=\"279\" tg-height=\"290\" width=\"100%\" height=\"auto\"></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>Chinese EV stocks are down in early trading<blockquote>中国电动汽车股早盘下跌</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\">\nChinese EV stocks are down in early trading<blockquote>中国电动汽车股早盘下跌</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\">2021-09-08 22:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 8)&nbsp;Chinese&nbsp;EV stocks&nbsp;are&nbsp;down&nbsp;in&nbsp;early&nbsp;trading.&nbsp;&nbsp;NIO,&nbsp;Xpeng&nbsp;fell&nbsp;over&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;over&nbsp;3%.</p><p><blockquote>（9月8日）中国电动汽车股早盘下跌。蔚来、小鹏汽车跌超5%，理想汽车跌超3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c8522469d717c9ea7cfe197df22bf04\" tg-width=\"279\" tg-height=\"290\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏集团-W","XPEV":"小鹏集团","02015":"理想汽车-W","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185415782","content_text":"(Sept 8) Chinese EV stocks are down in early trading.  NIO, Xpeng fell over 5%, Li fell over 3%.","news_type":1,"symbols_score_info":{"NIO":0.9,"09868":0.9,"02015":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":874858354,"gmtCreate":1637761173275,"gmtModify":1637761173329,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>woohoo novavax files for interim authorization in Singapore!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>woohoo novavax files for interim authorization in Singapore!!&nbsp;","text":"$Novavax(NVAX)$woohoo novavax files for interim authorization in Singapore!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874858354","isVote":1,"tweetType":1,"viewCount":2923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862665790,"gmtCreate":1632876324299,"gmtModify":1632876324299,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Sigh&nbsp;","listText":"Sigh&nbsp;","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862665790","repostId":"1129273771","repostType":2,"repost":{"id":"1129273771","kind":"news","pubTimestamp":1632874854,"share":"https://www.laohu8.com/m/news/1129273771?lang=zh_CN&edition=full","pubTime":"2021-09-29 08:20","market":"us","language":"en","title":"We Are Entering The Most Aggressive Global Hiking Cycle In A Decade<blockquote>我们正在进入十年来最激进的全球徒步旅行周期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129273771","media":"zerohedge","summary":"Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or mayb","content":"<p>Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or maybe it remembers how the Fed stepped in last March to ensure that nobody lost any money and thus nobody wants to sell this time, or maybe it is just too used to buying every single dip so that news of the Fed's taper actually sent stocks higher. But all that may soon change, because as Deutsche Bank's Jim Reid calculates in terms of global central bank hikes exceeding cuts, we are now at the highest differential for a decade on a rolling 12-month basis.</p><p><blockquote>也许市场已经被永远流动的廉价免费资金的承诺所催眠，或者也许它记得美联储去年3月如何采取行动，以确保没有人损失任何钱，因此这次没有人想卖出，或者也许它只是太习惯于每次下跌都买入，因此美联储缩减规模的消息实际上推高了股市。但这一切可能很快就会改变，因为正如德意志银行的吉姆·里德（Jim Reid）根据全球央行加息超过降息计算的那样，按12个月滚动计算，我们现在处于十年来的最高利差。</blockquote></p><p> In other words,<i>we are now entering the most aggressively global hiking cycle in a decade.</i></p><p><blockquote>换句话说，<i>我们现在正进入十年来最激进的全球徒步旅行周期。</i></blockquote></p><p> Some points on the data:</p><p><blockquote>数据上的一些要点：</blockquote></p><p> <ul>  <li>The last 12 months have actually seen a historically low number of central bank rate moves in either direction. Never have global central banks been so inactive on that score. This is now starting to pick up though.</li>  <li>Since May 2012, global central banks have only seen the rolling 12m hike totals exceed cuts on 10% of occasions. We have just entered such a net hiking zone.</li>  <li>Central bank cuts have overwhelming exceeded hikes over the last couple of decades.</li> </ul> <img src=\"https://static.tigerbbs.com/d2760bc2328e86bf9439b7c268c2bd94\" tg-width=\"814\" tg-height=\"289\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>事实上，过去 12 个月中，央行利率朝这两个方向变动的次数都处于历史最低水平。全球央行在这方面从未如此不活跃。不过，这种情况现在开始好转了。</li><li>自 2012 年 5 月以来，全球央行只有 10% 的情况下，滚动 1200 万美元的加息总额超过了降息。我们刚刚进入这样一个净徒步旅行区。</li><li>过去几十年来，央行的降息幅度远远超过了加息幅度。</li></ul></blockquote></p><p> So its quite clear that a global hiking cycle had already started before the recent mini energy crisis. Will this renewed spike in energy costs mean central banks accelerate this (e.g. BoE guidance last week) or will it hit demand enough that it actually slows them down as stocks slide?</p><p><blockquote>因此，很明显，在最近的小型能源危机之前，全球徒步旅行周期已经开始。能源成本的再次飙升是否意味着央行会加快这一速度（例如上周英国央行的指导），或者它会对需求造成足够的打击，以至于随着股市下滑而实际上减缓需求？</blockquote></p><p> The answer is unclear but as Reid concludes, \"this is an incredibly delicate and difficult period for central banks.\"&nbsp; As a minimum, Reid notes, rates markets are finally waking up to the asymmetric risk/reward that had developed over the summer months given all the global inflation in the system and the evidence that we were in a global hiking cycle. One wonders when stocks will do the same.</p><p><blockquote>答案尚不清楚，但正如里德总结的那样，“对于央行来说，这是一个极其微妙和困难的时期。”里德指出，至少，鉴于系统中的全球通胀以及我们正处于全球加息周期的证据，利率市场终于意识到了夏季几个月中发展起来的不对称风险/回报。人们想知道股票什么时候会发生同样的事情。</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>We Are Entering The Most Aggressive Global Hiking Cycle In A Decade<blockquote>我们正在进入十年来最激进的全球徒步旅行周期</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\">\nWe Are Entering The Most Aggressive Global Hiking Cycle In A Decade<blockquote>我们正在进入十年来最激进的全球徒步旅行周期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-29 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or maybe it remembers how the Fed stepped in last March to ensure that nobody lost any money and thus nobody wants to sell this time, or maybe it is just too used to buying every single dip so that news of the Fed's taper actually sent stocks higher. But all that may soon change, because as Deutsche Bank's Jim Reid calculates in terms of global central bank hikes exceeding cuts, we are now at the highest differential for a decade on a rolling 12-month basis.</p><p><blockquote>也许市场已经被永远流动的廉价免费资金的承诺所催眠，或者也许它记得美联储去年3月如何采取行动，以确保没有人损失任何钱，因此这次没有人想卖出，或者也许它只是太习惯于每次下跌都买入，因此美联储缩减规模的消息实际上推高了股市。但这一切可能很快就会改变，因为正如德意志银行的吉姆·里德（Jim Reid）根据全球央行加息超过降息计算的那样，按12个月滚动计算，我们现在处于十年来的最高利差。</blockquote></p><p> In other words,<i>we are now entering the most aggressively global hiking cycle in a decade.</i></p><p><blockquote>换句话说，<i>我们现在正进入十年来最激进的全球徒步旅行周期。</i></blockquote></p><p> Some points on the data:</p><p><blockquote>数据上的一些要点：</blockquote></p><p> <ul>  <li>The last 12 months have actually seen a historically low number of central bank rate moves in either direction. Never have global central banks been so inactive on that score. This is now starting to pick up though.</li>  <li>Since May 2012, global central banks have only seen the rolling 12m hike totals exceed cuts on 10% of occasions. We have just entered such a net hiking zone.</li>  <li>Central bank cuts have overwhelming exceeded hikes over the last couple of decades.</li> </ul> <img src=\"https://static.tigerbbs.com/d2760bc2328e86bf9439b7c268c2bd94\" tg-width=\"814\" tg-height=\"289\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>事实上，过去 12 个月中，央行利率朝这两个方向变动的次数都处于历史最低水平。全球央行在这方面从未如此不活跃。不过，这种情况现在开始好转了。</li><li>自 2012 年 5 月以来，全球央行只有 10% 的情况下，滚动 1200 万美元的加息总额超过了降息。我们刚刚进入这样一个净徒步旅行区。</li><li>过去几十年来，央行的降息幅度远远超过了加息幅度。</li></ul></blockquote></p><p> So its quite clear that a global hiking cycle had already started before the recent mini energy crisis. Will this renewed spike in energy costs mean central banks accelerate this (e.g. BoE guidance last week) or will it hit demand enough that it actually slows them down as stocks slide?</p><p><blockquote>因此，很明显，在最近的小型能源危机之前，全球徒步旅行周期已经开始。能源成本的再次飙升是否意味着央行会加快这一速度（例如上周英国央行的指导），或者它会对需求造成足够的打击，以至于随着股市下滑而实际上减缓需求？</blockquote></p><p> The answer is unclear but as Reid concludes, \"this is an incredibly delicate and difficult period for central banks.\"&nbsp; As a minimum, Reid notes, rates markets are finally waking up to the asymmetric risk/reward that had developed over the summer months given all the global inflation in the system and the evidence that we were in a global hiking cycle. One wonders when stocks will do the same.</p><p><blockquote>答案尚不清楚，但正如里德总结的那样，“对于央行来说，这是一个极其微妙和困难的时期。”里德指出，至少，鉴于系统中的全球通胀以及我们正处于全球加息周期的证据，利率市场终于意识到了夏季几个月中发展起来的不对称风险/回报。人们想知道股票什么时候会发生同样的事情。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/we-are-entering-most-aggressive-global-hiking-cycle-decade\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/we-are-entering-most-aggressive-global-hiking-cycle-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129273771","content_text":"Maybe the market has been too hypnotized by the promise of cheap free money flowing forever, or maybe it remembers how the Fed stepped in last March to ensure that nobody lost any money and thus nobody wants to sell this time, or maybe it is just too used to buying every single dip so that news of the Fed's taper actually sent stocks higher. But all that may soon change, because as Deutsche Bank's Jim Reid calculates in terms of global central bank hikes exceeding cuts, we are now at the highest differential for a decade on a rolling 12-month basis.\nIn other words,we are now entering the most aggressively global hiking cycle in a decade.\nSome points on the data:\n\nThe last 12 months have actually seen a historically low number of central bank rate moves in either direction. Never have global central banks been so inactive on that score. This is now starting to pick up though.\nSince May 2012, global central banks have only seen the rolling 12m hike totals exceed cuts on 10% of occasions. We have just entered such a net hiking zone.\nCentral bank cuts have overwhelming exceeded hikes over the last couple of decades.\n\n\nSo its quite clear that a global hiking cycle had already started before the recent mini energy crisis. Will this renewed spike in energy costs mean central banks accelerate this (e.g. BoE guidance last week) or will it hit demand enough that it actually slows them down as stocks slide?\nThe answer is unclear but as Reid concludes, \"this is an incredibly delicate and difficult period for central banks.\"  As a minimum, Reid notes, rates markets are finally waking up to the asymmetric risk/reward that had developed over the summer months given all the global inflation in the system and the evidence that we were in a global hiking cycle. One wonders when stocks will do the same.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889183684,"gmtCreate":1631114517948,"gmtModify":1632884517425,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889183684","repostId":"1185415782","repostType":4,"repost":{"id":"1185415782","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":1631109899,"share":"https://www.laohu8.com/m/news/1185415782?lang=zh_CN&edition=full","pubTime":"2021-09-08 22:04","market":"us","language":"en","title":"Chinese EV stocks are down in early trading<blockquote>中国电动汽车股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185415782","media":"Tiger Newspress","summary":"(Sept 8) Chinese EV stocks are down in early trading.  NIO, Xpeng fell over 5%, Li fell over 3%.","content":"<p>(Sept 8)&nbsp;Chinese&nbsp;EV stocks&nbsp;are&nbsp;down&nbsp;in&nbsp;early&nbsp;trading.&nbsp;&nbsp;NIO,&nbsp;Xpeng&nbsp;fell&nbsp;over&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;over&nbsp;3%.</p><p><blockquote>（9月8日）中国电动汽车股早盘下跌。蔚来、小鹏汽车跌超5%，理想汽车跌超3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c8522469d717c9ea7cfe197df22bf04\" tg-width=\"279\" tg-height=\"290\" width=\"100%\" height=\"auto\"></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>Chinese EV stocks are down in early trading<blockquote>中国电动汽车股早盘下跌</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\">\nChinese EV stocks are down in early trading<blockquote>中国电动汽车股早盘下跌</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\">2021-09-08 22:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 8)&nbsp;Chinese&nbsp;EV stocks&nbsp;are&nbsp;down&nbsp;in&nbsp;early&nbsp;trading.&nbsp;&nbsp;NIO,&nbsp;Xpeng&nbsp;fell&nbsp;over&nbsp;5%,&nbsp;Li&nbsp;fell&nbsp;over&nbsp;3%.</p><p><blockquote>（9月8日）中国电动汽车股早盘下跌。蔚来、小鹏汽车跌超5%，理想汽车跌超3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c8522469d717c9ea7cfe197df22bf04\" tg-width=\"279\" tg-height=\"290\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏集团-W","XPEV":"小鹏集团","02015":"理想汽车-W","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185415782","content_text":"(Sept 8) Chinese EV stocks are down in early trading.  NIO, Xpeng fell over 5%, Li fell over 3%.","news_type":1,"symbols_score_info":{"NIO":0.9,"09868":0.9,"02015":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":862666377,"gmtCreate":1632876223234,"gmtModify":1632876223234,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Oh dear","listText":"Oh dear","text":"Oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862666377","repostId":"1111572816","repostType":2,"repost":{"id":"1111572816","kind":"news","pubTimestamp":1632875079,"share":"https://www.laohu8.com/m/news/1111572816?lang=zh_CN&edition=full","pubTime":"2021-09-29 08:24","market":"us","language":"en","title":"Why Pfizer, BioNTech, Moderna, and Novavax Stocks Are Falling Tuesday<blockquote>为什么辉瑞、BioNTech、Moderna 和 Novavax 的股票周二下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111572816","media":"Motley Fool","summary":"Investors seem increasingly jittery about the future prospects for COVID-19 vaccines.\n\nKey Points\n\nP","content":"<p>  <b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> seem increasingly jittery about the future prospects for COVID-19 vaccines.</b>  <b>Key <a href=\"https://laohu8.com/S/PCOM\">Points</a></b></p><p><blockquote><b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>似乎对新冠肺炎疫苗的未来前景越来越紧张。</b><b>钥匙<a href=\"https://laohu8.com/S/PCOM\">积分</a></b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>, <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, and <a href=\"https://laohu8.com/S/NVAX\">Novavax</a> had some good news Tuesday.</li>  <li>Vaccine stocks are falling, though, probably because of uncertainty about future demand for vaccines.</li>  <li>It's still possible that coronavirus variants could drive sustained demand for COVID-19 vaccines.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>，和<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>周二有一些好消息。</li><li>不过，疫苗库存正在下跌，可能是因为未来疫苗需求的不确定性。</li><li>冠状病毒变种仍有可能推动对新冠肺炎疫苗的持续需求。</li></ul><b>发生了什么事</b></blockquote></p><p> This isn't shaping up to be a good week for the stocks of leading COVID-19 vaccine makers. Several of the stocksslipped on Monday. The downtrend continued Tuesday.</p><p><blockquote>对于领先的 COVID-19 疫苗制造商的股票来说，这并不是一个好的一周。周一，几只股票下跌。周二继续下跌趋势。</blockquote></p><p> Shares of<b>Pfizer</b>(NYSE:PFE)were down 1.6% at 11:27 a.m.<b>BioNTech</b>(NASDAQ:BNTX)stock had fallen 9.4%.<b>Moderna</b>'s(NASDAQ:MRNA)shares were 6.2% lower.<b>Novavax</b>(NASDAQ:NVAX)was an especially big loser, its shares having sunk 11.6%.</p><p><blockquote>股份<b>辉瑞</b>（纽约证券交易所代码：PFE）上午 11:27 下跌 1.6%。<b>生物技术</b>（纳斯达克股票代码：BNTX）股价下跌 9.4%。<b>现代</b>s（纳斯达克股票代码：MRNA）股价下跌 6.2%。<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）是一个特别大的输家，其股价下跌了11.6%。</blockquote></p><p> The declines for these&nbsp;vaccine stocks&nbsp;came despite some good news for several of them. Pfizer and BioNTech submitted initial data to the U.S. Food and Drug Administration from a late-stage study of their COVID-19 vaccine in children younger than 12 years down to age 5. Indian regulators also allowed the Serum Institute of India to begin enrolling kids ages 7 to 11 in a clinical trial evaluating Novavax's COVID-19 vaccine.</p><p><blockquote>尽管其中一些疫苗股传来了一些好消息，但它们还是出现了下跌。辉瑞和BioNTech向美国提交了初始数据。美国食品和药物管理局对 12 岁以下至 5 岁儿童的 COVID-19 疫苗进行了后期研究。印度监管机构还允许印度血清研究所开始招募 7 至 11 岁的儿童参加评估 Novavax 新冠肺炎疫苗的临床试验。</blockquote></p><p> So why are the stocks falling Tuesday? It's probably because investors are becoming increasingly anxious about the prospects for COVID-19 vaccine sales. The CEOs of both Pfizer and Moderna recently predicted thatthe pandemic could end in 2022.</p><p><blockquote>那么为什么周二股市下跌呢？这可能是因为投资者对新冠肺炎疫苗销售前景越来越焦虑。辉瑞和Moderna的首席执行官最近预测，疫情可能会在2022年结束。</blockquote></p><p> Also, Pfizer announced on Monday that it's started testing a pill that could be used to prevent infection after exposure to another person with COVID-19. If Pfizer's oral drug or similar antiviral therapies become available, it could reduce the incentive for people to seek vaccination.</p><p><blockquote>此外，辉瑞公司周一宣布，它已经开始测试一种药丸，该药丸可用于在接触另一名新冠肺炎患者后预防感染。如果辉瑞的口服药物或类似的抗病毒疗法变得可用，它可能会降低人们寻求疫苗接种的动力。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors absolutely should be looking to the future to evaluate the prospects for vaccine stocks. And there is uncertainty as to whether COVID-19 vaccine sales will remain as strong as they are now in 2023 and beyond.</p><p><blockquote>投资者绝对应该展望未来来评估疫苗股的前景。2023 年及以后，COVID-19 疫苗的销售是否会像现在一样强劲还存在不确定性。</blockquote></p><p> It's not surprising that Pfizer stock didn't fall nearly as much as shares of BioNTech, Moderna, or Novavax. The big drugmaker isn't totally dependent on its COVID-19 vaccine, as BioNTech and Moderna are -- and Novavax potentially soon will be.</p><p><blockquote>辉瑞股价的跌幅远不及 BioNTech、Moderna 或 Novavax 的股价，这并不奇怪。这家大型制药商并不像 BioNTech 和 Moderna 那样完全依赖其 COVID-19 疫苗，Novavax 可能很快就会如此。</blockquote></p><p> However, there's still a possibility that emerging coronavirus variants could cause the demand for COVID-19 vaccines to remain strong for years to come. Tuesday's sell-off could turn out to be unwarranted.</p><p><blockquote>然而，新出现的冠状病毒变种仍有可能导致对新冠肺炎疫苗的需求在未来几年保持强劲。周二的抛售可能被证明是不必要的。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Each of these stocks has key catalysts on the way. Pfizer and BioNTech hope to soon file for FDA Emergency Use Authorization for their COVID-19 vaccine in immunizing younger children. Moderna awaits a decision on booster doses. Novavax hopes to win Emergency Use Listing from the World Health Organization for its COVID-19 vaccine and plans to file for EUAs in multiple countries.</p><p><blockquote>这些股票中的每一只都有关键的催化剂。辉瑞和 BioNTech 希望尽快向 FDA 申请其 COVID-19 疫苗的紧急使用授权，用于对幼儿进行免疫。Moderna 正在等待加强剂量的决定。Novavax希望为其COVID-19疫苗赢得世界卫生组织的紧急使用清单，并计划在多个国家申请EUA。</blockquote></p><p> As long as the uncertainty about future demand for COVID-19 vaccines continues, though, look for continued volatility with all of these stocks.</p><p><blockquote>不过，只要 COVID-19 疫苗未来需求的不确定性持续存在，所有这些股票都将持续波动。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Pfizer, BioNTech, Moderna, and Novavax Stocks Are Falling Tuesday<blockquote>为什么辉瑞、BioNTech、Moderna 和 Novavax 的股票周二下跌</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\">\nWhy Pfizer, BioNTech, Moderna, and Novavax Stocks Are Falling Tuesday<blockquote>为什么辉瑞、BioNTech、Moderna 和 Novavax 的股票周二下跌</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\">2021-09-29 08:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> seem increasingly jittery about the future prospects for COVID-19 vaccines.</b>  <b>Key <a href=\"https://laohu8.com/S/PCOM\">Points</a></b></p><p><blockquote><b><a href=\"https://laohu8.com/S/ISBC\">投资者</a>似乎对新冠肺炎疫苗的未来前景越来越紧张。</b><b>钥匙<a href=\"https://laohu8.com/S/PCOM\">积分</a></b></blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/PFE\">Pfizer</a>, <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, and <a href=\"https://laohu8.com/S/NVAX\">Novavax</a> had some good news Tuesday.</li>  <li>Vaccine stocks are falling, though, probably because of uncertainty about future demand for vaccines.</li>  <li>It's still possible that coronavirus variants could drive sustained demand for COVID-19 vaccines.</li> </ul> <b>What happened</b></p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>,<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>，和<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>周二有一些好消息。</li><li>不过，疫苗库存正在下跌，可能是因为未来疫苗需求的不确定性。</li><li>冠状病毒变种仍有可能推动对新冠肺炎疫苗的持续需求。</li></ul><b>发生了什么事</b></blockquote></p><p> This isn't shaping up to be a good week for the stocks of leading COVID-19 vaccine makers. Several of the stocksslipped on Monday. The downtrend continued Tuesday.</p><p><blockquote>对于领先的 COVID-19 疫苗制造商的股票来说，这并不是一个好的一周。周一，几只股票下跌。周二继续下跌趋势。</blockquote></p><p> Shares of<b>Pfizer</b>(NYSE:PFE)were down 1.6% at 11:27 a.m.<b>BioNTech</b>(NASDAQ:BNTX)stock had fallen 9.4%.<b>Moderna</b>'s(NASDAQ:MRNA)shares were 6.2% lower.<b>Novavax</b>(NASDAQ:NVAX)was an especially big loser, its shares having sunk 11.6%.</p><p><blockquote>股份<b>辉瑞</b>（纽约证券交易所代码：PFE）上午 11:27 下跌 1.6%。<b>生物技术</b>（纳斯达克股票代码：BNTX）股价下跌 9.4%。<b>现代</b>s（纳斯达克股票代码：MRNA）股价下跌 6.2%。<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）是一个特别大的输家，其股价下跌了11.6%。</blockquote></p><p> The declines for these&nbsp;vaccine stocks&nbsp;came despite some good news for several of them. Pfizer and BioNTech submitted initial data to the U.S. Food and Drug Administration from a late-stage study of their COVID-19 vaccine in children younger than 12 years down to age 5. Indian regulators also allowed the Serum Institute of India to begin enrolling kids ages 7 to 11 in a clinical trial evaluating Novavax's COVID-19 vaccine.</p><p><blockquote>尽管其中一些疫苗股传来了一些好消息，但它们还是出现了下跌。辉瑞和BioNTech向美国提交了初始数据。美国食品和药物管理局对 12 岁以下至 5 岁儿童的 COVID-19 疫苗进行了后期研究。印度监管机构还允许印度血清研究所开始招募 7 至 11 岁的儿童参加评估 Novavax 新冠肺炎疫苗的临床试验。</blockquote></p><p> So why are the stocks falling Tuesday? It's probably because investors are becoming increasingly anxious about the prospects for COVID-19 vaccine sales. The CEOs of both Pfizer and Moderna recently predicted thatthe pandemic could end in 2022.</p><p><blockquote>那么为什么周二股市下跌呢？这可能是因为投资者对新冠肺炎疫苗销售前景越来越焦虑。辉瑞和Moderna的首席执行官最近预测，疫情可能会在2022年结束。</blockquote></p><p> Also, Pfizer announced on Monday that it's started testing a pill that could be used to prevent infection after exposure to another person with COVID-19. If Pfizer's oral drug or similar antiviral therapies become available, it could reduce the incentive for people to seek vaccination.</p><p><blockquote>此外，辉瑞公司周一宣布，它已经开始测试一种药丸，该药丸可用于在接触另一名新冠肺炎患者后预防感染。如果辉瑞的口服药物或类似的抗病毒疗法变得可用，它可能会降低人们寻求疫苗接种的动力。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors absolutely should be looking to the future to evaluate the prospects for vaccine stocks. And there is uncertainty as to whether COVID-19 vaccine sales will remain as strong as they are now in 2023 and beyond.</p><p><blockquote>投资者绝对应该展望未来来评估疫苗股的前景。2023 年及以后，COVID-19 疫苗的销售是否会像现在一样强劲还存在不确定性。</blockquote></p><p> It's not surprising that Pfizer stock didn't fall nearly as much as shares of BioNTech, Moderna, or Novavax. The big drugmaker isn't totally dependent on its COVID-19 vaccine, as BioNTech and Moderna are -- and Novavax potentially soon will be.</p><p><blockquote>辉瑞股价的跌幅远不及 BioNTech、Moderna 或 Novavax 的股价，这并不奇怪。这家大型制药商并不像 BioNTech 和 Moderna 那样完全依赖其 COVID-19 疫苗，Novavax 可能很快就会如此。</blockquote></p><p> However, there's still a possibility that emerging coronavirus variants could cause the demand for COVID-19 vaccines to remain strong for years to come. Tuesday's sell-off could turn out to be unwarranted.</p><p><blockquote>然而，新出现的冠状病毒变种仍有可能导致对新冠肺炎疫苗的需求在未来几年保持强劲。周二的抛售可能被证明是不必要的。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> Each of these stocks has key catalysts on the way. Pfizer and BioNTech hope to soon file for FDA Emergency Use Authorization for their COVID-19 vaccine in immunizing younger children. Moderna awaits a decision on booster doses. Novavax hopes to win Emergency Use Listing from the World Health Organization for its COVID-19 vaccine and plans to file for EUAs in multiple countries.</p><p><blockquote>这些股票中的每一只都有关键的催化剂。辉瑞和 BioNTech 希望尽快向 FDA 申请其 COVID-19 疫苗的紧急使用授权，用于对幼儿进行免疫。Moderna 正在等待加强剂量的决定。Novavax希望为其COVID-19疫苗赢得世界卫生组织的紧急使用清单，并计划在多个国家申请EUA。</blockquote></p><p> As long as the uncertainty about future demand for COVID-19 vaccines continues, though, look for continued volatility with all of these stocks.</p><p><blockquote>不过，只要 COVID-19 疫苗未来需求的不确定性持续存在，所有这些股票都将持续波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/28/why-pfizer-biontech-moderna-and-novavax-stocks-are/\">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":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/09/28/why-pfizer-biontech-moderna-and-novavax-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111572816","content_text":"Investors seem increasingly jittery about the future prospects for COVID-19 vaccines.\n\nKey Points\n\nPfizer, BioNTech SE, and Novavax had some good news Tuesday.\nVaccine stocks are falling, though, probably because of uncertainty about future demand for vaccines.\nIt's still possible that coronavirus variants could drive sustained demand for COVID-19 vaccines.\n\nWhat happened\nThis isn't shaping up to be a good week for the stocks of leading COVID-19 vaccine makers. Several of the stocksslipped on Monday. The downtrend continued Tuesday.\nShares ofPfizer(NYSE:PFE)were down 1.6% at 11:27 a.m.BioNTech(NASDAQ:BNTX)stock had fallen 9.4%.Moderna's(NASDAQ:MRNA)shares were 6.2% lower.Novavax(NASDAQ:NVAX)was an especially big loser, its shares having sunk 11.6%.\nThe declines for these vaccine stocks came despite some good news for several of them. Pfizer and BioNTech submitted initial data to the U.S. Food and Drug Administration from a late-stage study of their COVID-19 vaccine in children younger than 12 years down to age 5. Indian regulators also allowed the Serum Institute of India to begin enrolling kids ages 7 to 11 in a clinical trial evaluating Novavax's COVID-19 vaccine.\nSo why are the stocks falling Tuesday? It's probably because investors are becoming increasingly anxious about the prospects for COVID-19 vaccine sales. The CEOs of both Pfizer and Moderna recently predicted thatthe pandemic could end in 2022.\nAlso, Pfizer announced on Monday that it's started testing a pill that could be used to prevent infection after exposure to another person with COVID-19. If Pfizer's oral drug or similar antiviral therapies become available, it could reduce the incentive for people to seek vaccination.\nSo what\nInvestors absolutely should be looking to the future to evaluate the prospects for vaccine stocks. And there is uncertainty as to whether COVID-19 vaccine sales will remain as strong as they are now in 2023 and beyond.\nIt's not surprising that Pfizer stock didn't fall nearly as much as shares of BioNTech, Moderna, or Novavax. The big drugmaker isn't totally dependent on its COVID-19 vaccine, as BioNTech and Moderna are -- and Novavax potentially soon will be.\nHowever, there's still a possibility that emerging coronavirus variants could cause the demand for COVID-19 vaccines to remain strong for years to come. Tuesday's sell-off could turn out to be unwarranted.\nNow what\nEach of these stocks has key catalysts on the way. Pfizer and BioNTech hope to soon file for FDA Emergency Use Authorization for their COVID-19 vaccine in immunizing younger children. Moderna awaits a decision on booster doses. Novavax hopes to win Emergency Use Listing from the World Health Organization for its COVID-19 vaccine and plans to file for EUAs in multiple countries.\nAs long as the uncertainty about future demand for COVID-19 vaccines continues, though, look for continued volatility with all of these stocks.","news_type":1,"symbols_score_info":{"BNTX":0.9,"MRNA":0.9,"PFE":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866402080,"gmtCreate":1632794249540,"gmtModify":1632797571533,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","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/866402080","repostId":"1121775545","repostType":4,"repost":{"id":"1121775545","kind":"news","pubTimestamp":1632788410,"share":"https://www.laohu8.com/m/news/1121775545?lang=zh_CN&edition=full","pubTime":"2021-09-28 08:20","market":"sg","language":"en","title":"Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121775545","media":"Singapore Business","summary":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by ","content":"<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>","source":"lsy1618986048053","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>Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</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\">\nElectronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-09-28 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august\">Singapore Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121775545","content_text":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.\nOCBC Treasury Research puts this performance on the strength of the electronics performance.\n“August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.\nOCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY, after a steller 78.6% growth in July.\n“Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.\nFor its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products\n“Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.\nUOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853576861,"gmtCreate":1634826968415,"gmtModify":1634827250130,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Ooh","listText":"Ooh","text":"Ooh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853576861","repostId":"1171915283","repostType":2,"repost":{"id":"1171915283","kind":"news","pubTimestamp":1634817585,"share":"https://www.laohu8.com/m/news/1171915283?lang=zh_CN&edition=full","pubTime":"2021-10-21 19:59","market":"us","language":"en","title":"7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171915283","media":"Motley Fool","summary":"There's no contest between the stock performances of Novavax(NASDAQ:NVAX)and Ocugen(NASDAQ:OCGN)so f","content":"<p>There's no contest between the stock performances of&nbsp;<b>Novavax</b>(NASDAQ:NVAX)and&nbsp;<b>Ocugen</b>(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.</p><p><blockquote>的股票表现之间没有竞争<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）和<b>奥库根</b>（纳斯达克股票代码：OCGN）今年迄今为止。Ocugen 的股价飙升了大约 Novavax 的七倍。</blockquote></p><p> Does that make Ocugen the smarter&nbsp;vaccine stock&nbsp;to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.</p><p><blockquote>这是否使 Ocugen 成为现在购买的更明智的疫苗股票？一点也不。以下是 Novavax 股票比 Ocugen 更容易选择的七个原因。</blockquote></p><p> 1. A path to EUA in the U.S.</p><p><blockquote>1.美国EUA之路</blockquote></p><p> Ocugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.</p><p><blockquote>2021 年迄今为止，Ocugen 的股价两次飙升超过 750%。但在该公司 6 月份披露将不再为 COVID-19 疫苗科瓦克辛在美国寻求紧急使用授权 (EUA) 后，大部分巨额收益都蒸发了。</blockquote></p><p> The company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.</p><p><blockquote>一旦美国批准，该公司选择寻求全面批准。美国食品药品监督管理局限制了哪些疫苗将在EUA计划下接受审查。然而，到目前为止，Ocugen 尚未开始赢得 FDA 全面批准所需的后期临床研究。</blockquote></p><p> Meanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be&nbsp;later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.</p><p><blockquote>与此同时，Novavax 仍将其 COVID-19 候选疫苗 NVX-CoV2373 的美国 EUA 列为首要任务。该公司在美国申请授权的时间将晚于预期。然而，它有可能比 Ocugen 更早在美国推出。</blockquote></p><p> Ocugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.</p><p><blockquote>Ocugen仍希望获得在加科瓦克辛的授权。但美国是最大的奖品。这是一个奖项，Novavax 现在显然有更好的机会。</blockquote></p><p> 2. Supply deals already in hand</p><p><blockquote>2. 供应交易已经在手</blockquote></p><p> Some investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.</p><p><blockquote>一些投资者完全关注新冠肺炎疫苗的批准或授权过程。然而，如果没有与至少一个国家签订供应协议，任何监管方面的胜利都将是空洞的胜利。</blockquote></p><p> Ocugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,<b>Takeda</b>), and Gavi, the Vaccine Alliance.</p><p><blockquote>Ocugen 尚未敲定任何供应交易。另一方面，Novavax 已经与美国、加拿大、欧盟、澳大利亚、新西兰、日本（通过其合作伙伴，<b>武田</b>）和疫苗联盟 Gavi。</blockquote></p><p> 3. Full rights to its COVID-19 vaccine</p><p><blockquote>3. 其 COVID-19 疫苗的全部权利</blockquote></p><p> Ocugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.</p><p><blockquote>Ocugen仅从Bharat Biotech获得了科瓦克辛在美国和加拿大的商业化权利。其与 Bharat 的条款允许该公司保留在这两个市场销售 COVID-19 疫苗的 45% 利润。</blockquote></p><p> Novavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.</p><p><blockquote>Novavax 自行开发了 NVX-CoV2373。它保留了疫苗的全部权利，尽管它与其他组织合作瞄准了一些市场。</blockquote></p><p> 4. A stronger pipeline</p><p><blockquote>4. 更强大的管道</blockquote></p><p> Other than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.</p><p><blockquote>除了科瓦克辛之外，Ocugen 目前没有任何其他正在进行临床试验的管道候选药物。该公司表示，计划在2021年将实验性基因疗法OCU400推进到两个1/2a期临床试验，但这些研究尚未开始。</blockquote></p><p> Novavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.</p><p><blockquote>Novavax 已经报告了流感疫苗候选药物 NanoFlu 3 期研究的积极结果。它于9月启动了一项1/2期研究，评估NVX-CoV2373和NanoFlu的组合。该公司还有另外两种临床阶段的候选疫苗——呼吸道合胞病毒疫苗ResVax和埃博拉病毒疫苗。</blockquote></p><p> 5. More cash</p><p><blockquote>5. 更多现金</blockquote></p><p> Cash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.</p><p><blockquote>现金对于临床阶段的生物技术公司来说极其重要。如果没有足够的现金，他们可能被迫通过稀释性股票发行来筹集资金，为运营和昂贵的临床试验提供资金。</blockquote></p><p> As of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.</p><p><blockquote>截至2021年6月30日，Ocugen的现金、现金等价物和受限制现金总计1.158亿美元。截至同日，Novavax 的现金储备为 21 亿美元。</blockquote></p><p> 6. More potential near-term catalysts</p><p><blockquote>6.更多潜在的近期催化剂</blockquote></p><p> Ocugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.</p><p><blockquote>Ocugen 实际上只有一个可靠的潜在近期催化剂：它正在等待加拿大卫生部对科瓦克辛授权的决定。该疫苗在加拿大或美国以外的任何胜利都有利于 Bharat，但对 Ocugen 不利。</blockquote></p><p> What about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.</p><p><blockquote>诺瓦瓦克斯呢？该公司希望很快赢得印度、印度尼西亚和菲律宾的EUAs。Novavax正在等待世界卫生组织NVX-CoV2373的紧急使用清单。它还在英国、欧洲、澳大利亚、加拿大、新西兰和美国进行监管备案。</blockquote></p><p> 7. A more defensible valuation</p><p><blockquote>7. 更有说服力的估值</blockquote></p><p> Ocugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.</p><p><blockquote>Ocugen 今年迄今为止令人印象深刻的表现在很大程度上源于强烈的在线兴趣和大量股票被卖空的结合。这使得该股成为做空的良好候选者。但该公司的市值超过 16 亿美元，分析师预计 Ocugen 明年只能产生约 1.35 亿美元的收入。</blockquote></p><p> Novavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.</p><p><blockquote>不过，如果 Novavax 赢得 NVX-CoV2373 的授权和批准，它可能很快就会看到大笔资金流入。该公司的市值接近124亿美元。然而，预计 2022 年收入为 55 亿美元，这一估值比 Ocugen 的估值更站得住脚。</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>7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</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\">\n7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</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\">2021-10-21 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's no contest between the stock performances of&nbsp;<b>Novavax</b>(NASDAQ:NVAX)and&nbsp;<b>Ocugen</b>(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.</p><p><blockquote>的股票表现之间没有竞争<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）和<b>奥库根</b>（纳斯达克股票代码：OCGN）今年迄今为止。Ocugen 的股价飙升了大约 Novavax 的七倍。</blockquote></p><p> Does that make Ocugen the smarter&nbsp;vaccine stock&nbsp;to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.</p><p><blockquote>这是否使 Ocugen 成为现在购买的更明智的疫苗股票？一点也不。以下是 Novavax 股票比 Ocugen 更容易选择的七个原因。</blockquote></p><p> 1. A path to EUA in the U.S.</p><p><blockquote>1.美国EUA之路</blockquote></p><p> Ocugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.</p><p><blockquote>2021 年迄今为止，Ocugen 的股价两次飙升超过 750%。但在该公司 6 月份披露将不再为 COVID-19 疫苗科瓦克辛在美国寻求紧急使用授权 (EUA) 后，大部分巨额收益都蒸发了。</blockquote></p><p> The company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.</p><p><blockquote>一旦美国批准，该公司选择寻求全面批准。美国食品药品监督管理局限制了哪些疫苗将在EUA计划下接受审查。然而，到目前为止，Ocugen 尚未开始赢得 FDA 全面批准所需的后期临床研究。</blockquote></p><p> Meanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be&nbsp;later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.</p><p><blockquote>与此同时，Novavax 仍将其 COVID-19 候选疫苗 NVX-CoV2373 的美国 EUA 列为首要任务。该公司在美国申请授权的时间将晚于预期。然而，它有可能比 Ocugen 更早在美国推出。</blockquote></p><p> Ocugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.</p><p><blockquote>Ocugen仍希望获得在加科瓦克辛的授权。但美国是最大的奖品。这是一个奖项，Novavax 现在显然有更好的机会。</blockquote></p><p> 2. Supply deals already in hand</p><p><blockquote>2. 供应交易已经在手</blockquote></p><p> Some investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.</p><p><blockquote>一些投资者完全关注新冠肺炎疫苗的批准或授权过程。然而，如果没有与至少一个国家签订供应协议，任何监管方面的胜利都将是空洞的胜利。</blockquote></p><p> Ocugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,<b>Takeda</b>), and Gavi, the Vaccine Alliance.</p><p><blockquote>Ocugen 尚未敲定任何供应交易。另一方面，Novavax 已经与美国、加拿大、欧盟、澳大利亚、新西兰、日本（通过其合作伙伴，<b>武田</b>）和疫苗联盟 Gavi。</blockquote></p><p> 3. Full rights to its COVID-19 vaccine</p><p><blockquote>3. 其 COVID-19 疫苗的全部权利</blockquote></p><p> Ocugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.</p><p><blockquote>Ocugen仅从Bharat Biotech获得了科瓦克辛在美国和加拿大的商业化权利。其与 Bharat 的条款允许该公司保留在这两个市场销售 COVID-19 疫苗的 45% 利润。</blockquote></p><p> Novavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.</p><p><blockquote>Novavax 自行开发了 NVX-CoV2373。它保留了疫苗的全部权利，尽管它与其他组织合作瞄准了一些市场。</blockquote></p><p> 4. A stronger pipeline</p><p><blockquote>4. 更强大的管道</blockquote></p><p> Other than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.</p><p><blockquote>除了科瓦克辛之外，Ocugen 目前没有任何其他正在进行临床试验的管道候选药物。该公司表示，计划在2021年将实验性基因疗法OCU400推进到两个1/2a期临床试验，但这些研究尚未开始。</blockquote></p><p> Novavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.</p><p><blockquote>Novavax 已经报告了流感疫苗候选药物 NanoFlu 3 期研究的积极结果。它于9月启动了一项1/2期研究，评估NVX-CoV2373和NanoFlu的组合。该公司还有另外两种临床阶段的候选疫苗——呼吸道合胞病毒疫苗ResVax和埃博拉病毒疫苗。</blockquote></p><p> 5. More cash</p><p><blockquote>5. 更多现金</blockquote></p><p> Cash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.</p><p><blockquote>现金对于临床阶段的生物技术公司来说极其重要。如果没有足够的现金，他们可能被迫通过稀释性股票发行来筹集资金，为运营和昂贵的临床试验提供资金。</blockquote></p><p> As of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.</p><p><blockquote>截至2021年6月30日，Ocugen的现金、现金等价物和受限制现金总计1.158亿美元。截至同日，Novavax 的现金储备为 21 亿美元。</blockquote></p><p> 6. More potential near-term catalysts</p><p><blockquote>6.更多潜在的近期催化剂</blockquote></p><p> Ocugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.</p><p><blockquote>Ocugen 实际上只有一个可靠的潜在近期催化剂：它正在等待加拿大卫生部对科瓦克辛授权的决定。该疫苗在加拿大或美国以外的任何胜利都有利于 Bharat，但对 Ocugen 不利。</blockquote></p><p> What about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.</p><p><blockquote>诺瓦瓦克斯呢？该公司希望很快赢得印度、印度尼西亚和菲律宾的EUAs。Novavax正在等待世界卫生组织NVX-CoV2373的紧急使用清单。它还在英国、欧洲、澳大利亚、加拿大、新西兰和美国进行监管备案。</blockquote></p><p> 7. A more defensible valuation</p><p><blockquote>7. 更有说服力的估值</blockquote></p><p> Ocugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.</p><p><blockquote>Ocugen 今年迄今为止令人印象深刻的表现在很大程度上源于强烈的在线兴趣和大量股票被卖空的结合。这使得该股成为做空的良好候选者。但该公司的市值超过 16 亿美元，分析师预计 Ocugen 明年只能产生约 1.35 亿美元的收入。</blockquote></p><p> Novavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.</p><p><blockquote>不过，如果 Novavax 赢得 NVX-CoV2373 的授权和批准，它可能很快就会看到大笔资金流入。该公司的市值接近124亿美元。然而，预计 2022 年收入为 55 亿美元，这一估值比 Ocugen 的估值更站得住脚。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/21/7-reasons-why-novavax-is-a-no-brainer-pick-over-oc/\">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":{"NVAX":"诺瓦瓦克斯医药","OCGN":"Ocugen"},"source_url":"https://www.fool.com/investing/2021/10/21/7-reasons-why-novavax-is-a-no-brainer-pick-over-oc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171915283","content_text":"There's no contest between the stock performances of Novavax(NASDAQ:NVAX)and Ocugen(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.\nDoes that make Ocugen the smarter vaccine stock to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.\n1. A path to EUA in the U.S.\nOcugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.\nThe company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.\nMeanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.\nOcugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.\n2. Supply deals already in hand\nSome investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.\nOcugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,Takeda), and Gavi, the Vaccine Alliance.\n3. Full rights to its COVID-19 vaccine\nOcugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.\nNovavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.\n4. A stronger pipeline\nOther than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.\nNovavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.\n5. More cash\nCash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.\nAs of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.\n6. More potential near-term catalysts\nOcugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.\nWhat about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.\n7. A more defensible valuation\nOcugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.\nNovavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.","news_type":1,"symbols_score_info":{"NVAX":0.9,"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862231277,"gmtCreate":1632880318766,"gmtModify":1632880318766,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862231277","repostId":"1121775545","repostType":4,"repost":{"id":"1121775545","kind":"news","pubTimestamp":1632788410,"share":"https://www.laohu8.com/m/news/1121775545?lang=zh_CN&edition=full","pubTime":"2021-09-28 08:20","market":"sg","language":"en","title":"Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121775545","media":"Singapore Business","summary":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by ","content":"<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>","source":"lsy1618986048053","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>Electronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</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\">\nElectronics demands boost manufacturing performance by 11.2% in August<blockquote>8 月份电子产品需求推动制造业业绩增长 11.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-09-28 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Thanks to the global semiconductor demand, experts said.</b>  Singapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.</p><p><blockquote><b>专家表示，得益于全球半导体需求。</b>根据新加坡经济发展局（EDB）的最新报告，2021 年 8 月新加坡工业生产同比增长 11.2%。几位专家指出，全球半导体需求是这一增长的原因。</blockquote></p><p> OCBC Treasury Research puts this performance on the strength of the electronics performance.</p><p><blockquote>OCBC Treasury Research 将这一表现归因于电子业绩的强劲表现。</blockquote></p><p> “August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.</p><p><blockquote>“8 月份制造业产出同比增长 11.2%（南非环比增长 5.7%），这得益于强劲的电子产品业绩（同比增长 15.4%）。这非常接近我们预测的同比增长 11.3%（南非环比增长 7.2%），但高于彭博社一致预测的同比增长 8.2%（南非环比增长 3.1%）。尽管如此，这标志着与 7 月份修正后的同比增长 16.4%（南非环比增长 -2.8%）相比有所放缓，”华侨银行表示。</blockquote></p><p> OCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY,&nbsp;after a steller 78.6% growth in July.</p><p><blockquote>华侨银行还表示，这一表现甚至足以抵消生物医药集群的疲软表现，该集群在 7 月份强劲增长 78.6% 后，产出同比萎缩 0.6%。</blockquote></p><p> “Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.</p><p><blockquote>“值得注意的是，电子集群的优异表现得益于信息通信和消费电子（同比增长 31.6%）、其他电子模块（同比增长 24.6%）和半导体（同比增长 16.8%）的强劲扩张。鉴于最近有新闻报道称，芯片短缺是由于马来西亚和越南爆发 COVID 疫情导致工厂关闭造成的，后者令人鼓舞。甚至美国也在试图从美国芯片制造商那里获取更多数据，以找出谁可能在囤积供应，因此全球芯片短缺问题尚未解决，未来仍将是一个值得关注的问题，”它补充道。</blockquote></p><p> For its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products</p><p><blockquote>大华银行则表示，由于全球对半导体相关产品的强劲需求，电子和精密工程集群表现强劲</blockquote></p><p> “Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.</p><p><blockquote>“由于全球对半导体相关产品的强劲需求，新加坡的电子和精密工程产业集群仍然是表现最为突出的产业。精密工程产业集群同比增长 22.9%，为三个月来的最快增速。根据新加坡发展局发布的媒体消息，半导体和工业工艺设备产量的增加提振了精密工程产业集群，而半导体产量的强劲增长（同比增长 16.8%）则支撑了整个电子领域。</blockquote></p><p> UOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"</p><p><blockquote>大华银行表示：“新加坡工业生产的扩张也得益于有利的出口背景。虽然2021年8月非石油国内出口同比增长放缓至2.7%（环比-3.6%），但仍连续第九个月实现增长。2021年8月，电子产品出口同比增长16.7%，主要是集成电路、二极管、晶体管和磁盘驱动器等半导体相关产品的出货量。迄今为止积极的全球出口背景预计将支撑新加坡面向外部的产业，而大宗商品价格的上涨可能会提振未来一年的整体出口额。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august\">Singapore Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://sbr.com.sg/economy/in-focus/electronics-demands-boost-manufacturing-performance-112-in-august","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121775545","content_text":"Thanks to the global semiconductor demand, experts said.\n\nSingapore’s industrial production grew by 11.2% year-on-year (YoY) in August 2021, according to the latest Economic Development Board (EDB) report. Several experts pointed to a global semiconductor demand as the reason for this growth.\nOCBC Treasury Research puts this performance on the strength of the electronics performance.\n“August manufacturing output surprised on the side at 11.2% YoY (5.7% mom sa), aided by strong electronics performance (15.4% yoy). This is very close to our forecast of 11.3% YoY (7.2% mom sa), but higher than the Bloomberg consensus forecast of 8.2% yoy (3.1% mom sa). Nevertheless, it marked a moderation from July’s revised readings of 16.4% YoY (-2.8% mom sa),” OCBC said.\nOCBC also stated that this performance was even strong enough to offset the weak biomedical cluster performance that had an output shrink of 0.6% YoY, after a steller 78.6% growth in July.\n“Notably, the electronics cluster’s outperformance was underpinned by strong expansion in infocomm and consumer electronics (31.6% YoY), other electronics modules (24.6% YoY) and semiconductors (16.8% YoY). The latter is encouraging given recent news reports of chip shortages being attributed to factories being shut due to COVID outbreaks in Malaysia and Vietnam. Even the US is trying to get more data from US chipmakers to figure out who may be potentially hoarding supplies, so the global chip shortage issue has not been resolved and would be something to still watch going ahead,” it added.\nFor its part, UOB said that these clusters, the electronics and precision engineering, had strong performances due to strong global demand for semiconductor-related products\n“Singapore’s electronics and precision engineering clusters remained to be the star performers on the back of strong global demand for semiconductor-related products. The precision engineering cluster rose 22.9% YoY, the fastest pace in three months. According to the media release by the EDB, the higher output of semiconductors and industrial processes equipment lifted the precision engineering cluster, while a strong uptick in semiconductor (+16.8% YoY) production supported the overall electronic segment.\nUOB said, \"The expansion in Singapore’s industrial production is also reinforced by a favourable export backdrop. Whilst non-oil domestic exports decelerated to a growth of 2.7% YoY (-3.6% m/m sa) in August 2021, it still marked the ninth straight month of expansion. Electronic exports rose 16.7% YoY in August 2021, led by shipments of semiconductor-related products such as integrated circuits, diodes, and transistors and disk drives. The positive global export backdrop seen to date is expected to buttress Singapore’s external-facing industries, while higher commodity prices may provide the fillip to overall export value for the year ahead.\"","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862666435,"gmtCreate":1632876245900,"gmtModify":1632876245900,"author":{"id":"4087299128031090","authorId":"4087299128031090","name":"Lemontart","avatar":"https://static.tigerbbs.com/9928a331ddd0127bcf6dfc6e8becce27","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087299128031090","authorIdStr":"4087299128031090"},"themes":[],"title":"","htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862666435","repostId":"1104845344","repostType":2,"repost":{"id":"1104845344","kind":"news","pubTimestamp":1632874650,"share":"https://www.laohu8.com/m/news/1104845344?lang=zh_CN&edition=full","pubTime":"2021-09-29 08:17","market":"us","language":"en","title":"Owner-Equivalent Rent Shock On Deck As Actual Rents Surge By Most On Record<blockquote>随着实际租金创下历史新高，业主等效租金冲击即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104845344","media":"zerohedge","summary":"Another month, another record surge in US rents to a new all time high.\nAccording to theApartment Li","content":"<p>Another month, another record surge in US rents to a new all time high.</p><p><blockquote>又是一个月，美国租金再次创下历史新高。</blockquote></p><p> According to theApartment Listnational index, US rents increased by 2.1% from August to September, and although month-over-month growth has slowed slightly from its July peak when the sequential growth rate was 2.6%, rents are still growing much faster than the pre-pandemic trend. Since January of this year, the national median rent has increased by a staggering 16.4%. To put that in context, rent growth from January to September averaged just 3.4% in the pre-pandemic years from 2017-2019.</p><p><blockquote>根据theApartment Listnational index的数据，8月至9月美国租金上涨了2.1%，尽管环比增长较7月的峰值（环比增长率为2.6%）略有放缓，但租金的增长速度仍远高于疫情前的趋势。自今年1月以来，全国租金中位数上涨了惊人的16.4%。在此背景下，2017-2019 年疫情爆发前，1 月至 9 月的租金平均增长率仅为 3.4%。</blockquote></p><p> While even the smallest cooldown in rent growth is a welcome change for renters, Apartment List's Chris Salviati notes that it’s important to bear in mind that prior to this year, the national index never increased by more than 0.9 percent in a single month, going back to 2017. \"Furthermore, we have now entered the time of year when rents are normally declining due to seasonality in the market. In September of 2018 and 2019, for example, rents fell by 0.1 percent and 0.3 percent, respectively.\"</p><p><blockquote>虽然租金增长即使是最小的降温对租房者来说也是一个受欢迎的变化，但《公寓清单》的克里斯-萨尔维亚蒂（Chris Salviati）指出，重要的是要记住，在今年之前，全国指数从2017年开始，单月涨幅从未超过0.9%。“此外，由于市场的季节性，我们现在已经进入了一年中租金通常会下降的时间。例如，在2018年和2019年9月，租金分别下降了0.1%和0.3%。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ababcf05160d89248ff02f47a144eac\" tg-width=\"729\" tg-height=\"530\" referrerpolicy=\"no-referrer\">That said, we have a ways to go before US rent - where the median just rose above $1,300 for the first time ever - decline; and with rents rising virtually everywhere, only a few cities still remain cheaper than they were pre-pandemic, and even these remaining discounts are unlikely to persist much longer. At the other end of the spectrum, Apartment List finds<b>22 cities among the 100 largest where rents have increased by more than 25 percent since the start of the pandemic.</b>That said, there are some early signals that tightness in the market may be beginning to ease: the vacancy index ticked up this month for the first time since last April. And in Boise, ID, which has seen the nation’s biggest price increase since the start of the pandemic, rents finally dipped slightly this month.</p><p><blockquote>也就是说，在租金下降之前，我们还有很长的路要走——租金中位数刚刚首次升至 1,300 美元以上；随着几乎所有地方的租金都在上涨，只有少数城市的房价仍然比大流行前便宜，即使这些剩余的折扣也不太可能持续太久。另一方面，公寓清单发现<b>自疫情开始以来，100 个最大城市中有 22 个城市的租金上涨了 25% 以上。</b>尽管如此，有一些早期迹象表明市场紧张局势可能开始缓解：本月空缺指数自去年4月以来首次上升。在爱达荷州的博伊西，房价涨幅是自大流行病开始以来全国最大的，本月房租终于略有下降。</blockquote></p><p> The chart below visualizes monthly rent changes in each of the nation’s 100 largest cities from January 2018 to September 2021. The color in each cell represents the extent to which prices went up (red) or down (blue) in a given city in a given month. Bands of dark blue in 2020 represent the large urban centers where rent prices cratered (e.g., New York, San Francisco, Boston), but those bands have quickly turned red as ubiquitous rent growth sweeps the nation in 2021. In 2020, 60 of these cities saw rent prices rise from August to September, but this year, 97 cities got more expensive in September.</p><p><blockquote>下图显示了 2018 年 1 月至 2021 年 9 月期间全国 100 个最大城市的月租金变化。每个单元格中的颜色代表给定城市在给定月份的价格上涨（红色）或下跌（蓝色）的程度。2020年的深蓝色带代表了租金价格暴跌的大型城市中心（如纽约、旧金山、波士顿），但随着2021年无处不在的租金增长席卷全国，这些带很快变成了红色。2020年，这些城市中有60个从8月到9月的租金价格上涨，但今年，97个城市在9月份变得更加昂贵。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eab3c0b28f30388b1fc4564f53bbda9\" tg-width=\"617\" tg-height=\"645\" referrerpolicy=\"no-referrer\">In a glimmer of hope for Americans locked out of not only the housing but the rental market, one of the few markets where rents did not increase this month was Boise, ID. Since last March, rents in Boise are up by a staggering 39%, making the city the archetype for rental market disruption amid the pandemic. This month, however, the median rent in Boise fell by 0.1%. While such a small dip certainly doesn’t offer much relief to Boise renters, it may at least signal that the market is finally starting to stabilize. Spokane, WA, another city that has experienced skyrocketing rent growth this year, saw an even more notable decline this month, with rents down 1.8 percent.</p><p><blockquote>对于不仅被排除在住房市场之外，而且被排除在租赁市场之外的美国人来说，这是一线希望，本月租金没有上涨的少数几个市场之一是爱达荷州的博伊西。自去年3月以来，博伊西的租金上涨了惊人的39%，使该市成为疫情期间租赁市场混乱的原型。然而，本月博伊西的租金中位数下降了0.1%。虽然这样的小幅下跌肯定不会给博伊西的租房者带来多大的缓解，但它至少可能预示着市场终于开始趋于稳定。华盛顿州斯波坎是另一个今年租金飙升的城市，本月租金下降更为明显，下降了1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a29df5c06e6a9f068df656f5ed979c3\" tg-width=\"1280\" tg-height=\"801\" referrerpolicy=\"no-referrer\">Unfortunately, Boise and Spokane represent the exception rather than the rule -- in most of the cities where rents had been growing quickly, that growth is continuing. Tampa, for example, saw rents jump by another 3.9% this month, and the city now ranks 2nd for cumulative rent growth since the start of the pandemic at 36%. Excluding Boise and Spokane, the other eight cities in the chart above experienced rent growth of 3.5%, on average, from August to September, as affordable Sunbelt markets continue to boom. Of particular note, four of the ten cities with the fastest rent growth since last March are suburbs of Phoenix.</p><p><blockquote>不幸的是，博伊西和斯波坎是例外，而不是普遍现象——在大多数租金快速增长的城市，这种增长仍在继续。例如，坦帕本月租金又上涨了3.9%，自疫情开始以来，该市的累计租金增长率为36%，目前排名第二。除了博伊西和斯波坎，上图中的其他八个城市从8月到9月的租金平均增长了3.5%，因为负担得起的阳光地带市场继续繁荣。特别值得注意的是，自去年3月以来租金增长最快的十个城市中有四个是凤凰城的郊区。</blockquote></p><p> A more tangible indicator that demand destruction may be setting in, is that vacancy rates have posted their first increase since March. Indeed, as Apartment List notes, much of this year’s boom in rent prices can be attributed to a tight market in which more and more households are competing for fewer and fewer vacant units. The vacancy index spiked from 6.2% to 7.1% last April, as many Americans moved in with family or friends amid the uncertainty and economic disruption of the pandemic’s onset. Since then, however, vacancies have been steadily declining. For the past several months, the vacancy index has been hovering just below 4%, significantly lower than the 6% rate that was typical pre-pandemic.</p><p><blockquote>需求破坏可能正在出现的一个更切实的指标是，空置率自 3 月份以来首次上升。事实上，正如 Apartment List 所指出的那样，今年租金价格上涨在很大程度上可以归因于市场紧张，越来越多的家庭正在争夺越来越少的空置单元。去年 4 月，由于大流行病爆发带来的不确定性和经济混乱，许多美国人搬到了家人或朋友那里，空置指数从 6.2% 飙升至 7.1%。然而，自那以后，职位空缺一直在稳步下降。在过去的几个月里，空缺指数一直徘徊在略低于4%的水平，明显低于大流行前典型的6%。</blockquote></p><p></p><p> This month, however, the vacancy index ticked up slightly, from 3.8 percent to 3.9 percent.<b>Although this is a very minor increase, it represents the first increase of any magnitude since last April.</b>While a few more months of data would be needed to confirm an inflection point, if vacancies are back on the rise again, it would signal that tightness in the rental market is finally beginning to ease and that rent growth will also continue to cool.</p><p><blockquote>然而，本月空缺指数略有上升，从 3.8% 上升到 3.9%。<b>虽然这是一个非常小的增长，但它代表了自去年4月以来任何幅度的首次增长。</b>虽然还需要几个月的数据来确认拐点，但如果空置率再次上升，这将表明租赁市场的紧张局势终于开始缓解，租金增长也将继续降温。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a50c20dcd20db5472c3520318c0d2ec1\" tg-width=\"1280\" tg-height=\"777\" referrerpolicy=\"no-referrer\">Finally, where there may be light at the end of the tunnel in real-time data, we have yet to see the pig even enter the python when it comes to the CPI's Owner Equivalent Rent data series. As shown below, the Apartment List data normally has a 4 month lead to the OER series, which means that as actual rents soar by over 15% Y/Y, OER is either going to skyrocket in the coming quarters or the BLS will have to come up with some very fancy hedonic adjustments why rental inflation should exclude, well, rental inflation.</p><p><blockquote>最后，在实时数据的隧道尽头可能有曙光的地方，当涉及到CPI的业主等值租金数据系列时，我们甚至还没有看到猪进入python。如下所示，公寓列表数据通常在OER系列之前有4个月的时间，这意味着随着实际租金同比飙升超过15%，OER要么在未来几个季度飙升，要么BLS将不得不提出一些非常花哨的享乐调整，为什么租金通胀应该排除租金通胀。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8a081c0ce24e0d5801ed8533c04f0a0\" tg-width=\"890\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></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>Owner-Equivalent Rent Shock On Deck As Actual Rents Surge By Most On Record<blockquote>随着实际租金创下历史新高，业主等效租金冲击即将到来</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\">\nOwner-Equivalent Rent Shock On Deck As Actual Rents Surge By Most On Record<blockquote>随着实际租金创下历史新高，业主等效租金冲击即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-29 08:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Another month, another record surge in US rents to a new all time high.</p><p><blockquote>又是一个月，美国租金再次创下历史新高。</blockquote></p><p> According to theApartment Listnational index, US rents increased by 2.1% from August to September, and although month-over-month growth has slowed slightly from its July peak when the sequential growth rate was 2.6%, rents are still growing much faster than the pre-pandemic trend. Since January of this year, the national median rent has increased by a staggering 16.4%. To put that in context, rent growth from January to September averaged just 3.4% in the pre-pandemic years from 2017-2019.</p><p><blockquote>根据theApartment Listnational index的数据，8月至9月美国租金上涨了2.1%，尽管环比增长较7月的峰值（环比增长率为2.6%）略有放缓，但租金的增长速度仍远高于疫情前的趋势。自今年1月以来，全国租金中位数上涨了惊人的16.4%。在此背景下，2017-2019 年疫情爆发前，1 月至 9 月的租金平均增长率仅为 3.4%。</blockquote></p><p> While even the smallest cooldown in rent growth is a welcome change for renters, Apartment List's Chris Salviati notes that it’s important to bear in mind that prior to this year, the national index never increased by more than 0.9 percent in a single month, going back to 2017. \"Furthermore, we have now entered the time of year when rents are normally declining due to seasonality in the market. In September of 2018 and 2019, for example, rents fell by 0.1 percent and 0.3 percent, respectively.\"</p><p><blockquote>虽然租金增长即使是最小的降温对租房者来说也是一个受欢迎的变化，但《公寓清单》的克里斯-萨尔维亚蒂（Chris Salviati）指出，重要的是要记住，在今年之前，全国指数从2017年开始，单月涨幅从未超过0.9%。“此外，由于市场的季节性，我们现在已经进入了一年中租金通常会下降的时间。例如，在2018年和2019年9月，租金分别下降了0.1%和0.3%。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8ababcf05160d89248ff02f47a144eac\" tg-width=\"729\" tg-height=\"530\" referrerpolicy=\"no-referrer\">That said, we have a ways to go before US rent - where the median just rose above $1,300 for the first time ever - decline; and with rents rising virtually everywhere, only a few cities still remain cheaper than they were pre-pandemic, and even these remaining discounts are unlikely to persist much longer. At the other end of the spectrum, Apartment List finds<b>22 cities among the 100 largest where rents have increased by more than 25 percent since the start of the pandemic.</b>That said, there are some early signals that tightness in the market may be beginning to ease: the vacancy index ticked up this month for the first time since last April. And in Boise, ID, which has seen the nation’s biggest price increase since the start of the pandemic, rents finally dipped slightly this month.</p><p><blockquote>也就是说，在租金下降之前，我们还有很长的路要走——租金中位数刚刚首次升至 1,300 美元以上；随着几乎所有地方的租金都在上涨，只有少数城市的房价仍然比大流行前便宜，即使这些剩余的折扣也不太可能持续太久。另一方面，公寓清单发现<b>自疫情开始以来，100 个最大城市中有 22 个城市的租金上涨了 25% 以上。</b>尽管如此，有一些早期迹象表明市场紧张局势可能开始缓解：本月空缺指数自去年4月以来首次上升。在爱达荷州的博伊西，房价涨幅是自大流行病开始以来全国最大的，本月房租终于略有下降。</blockquote></p><p> The chart below visualizes monthly rent changes in each of the nation’s 100 largest cities from January 2018 to September 2021. The color in each cell represents the extent to which prices went up (red) or down (blue) in a given city in a given month. Bands of dark blue in 2020 represent the large urban centers where rent prices cratered (e.g., New York, San Francisco, Boston), but those bands have quickly turned red as ubiquitous rent growth sweeps the nation in 2021. In 2020, 60 of these cities saw rent prices rise from August to September, but this year, 97 cities got more expensive in September.</p><p><blockquote>下图显示了 2018 年 1 月至 2021 年 9 月期间全国 100 个最大城市的月租金变化。每个单元格中的颜色代表给定城市在给定月份的价格上涨（红色）或下跌（蓝色）的程度。2020年的深蓝色带代表了租金价格暴跌的大型城市中心（如纽约、旧金山、波士顿），但随着2021年无处不在的租金增长席卷全国，这些带很快变成了红色。2020年，这些城市中有60个从8月到9月的租金价格上涨，但今年，97个城市在9月份变得更加昂贵。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eab3c0b28f30388b1fc4564f53bbda9\" tg-width=\"617\" tg-height=\"645\" referrerpolicy=\"no-referrer\">In a glimmer of hope for Americans locked out of not only the housing but the rental market, one of the few markets where rents did not increase this month was Boise, ID. Since last March, rents in Boise are up by a staggering 39%, making the city the archetype for rental market disruption amid the pandemic. This month, however, the median rent in Boise fell by 0.1%. While such a small dip certainly doesn’t offer much relief to Boise renters, it may at least signal that the market is finally starting to stabilize. Spokane, WA, another city that has experienced skyrocketing rent growth this year, saw an even more notable decline this month, with rents down 1.8 percent.</p><p><blockquote>对于不仅被排除在住房市场之外，而且被排除在租赁市场之外的美国人来说，这是一线希望，本月租金没有上涨的少数几个市场之一是爱达荷州的博伊西。自去年3月以来，博伊西的租金上涨了惊人的39%，使该市成为疫情期间租赁市场混乱的原型。然而，本月博伊西的租金中位数下降了0.1%。虽然这样的小幅下跌肯定不会给博伊西的租房者带来多大的缓解，但它至少可能预示着市场终于开始趋于稳定。华盛顿州斯波坎是另一个今年租金飙升的城市，本月租金下降更为明显，下降了1.8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7a29df5c06e6a9f068df656f5ed979c3\" tg-width=\"1280\" tg-height=\"801\" referrerpolicy=\"no-referrer\">Unfortunately, Boise and Spokane represent the exception rather than the rule -- in most of the cities where rents had been growing quickly, that growth is continuing. Tampa, for example, saw rents jump by another 3.9% this month, and the city now ranks 2nd for cumulative rent growth since the start of the pandemic at 36%. Excluding Boise and Spokane, the other eight cities in the chart above experienced rent growth of 3.5%, on average, from August to September, as affordable Sunbelt markets continue to boom. Of particular note, four of the ten cities with the fastest rent growth since last March are suburbs of Phoenix.</p><p><blockquote>不幸的是，博伊西和斯波坎是例外，而不是普遍现象——在大多数租金快速增长的城市，这种增长仍在继续。例如，坦帕本月租金又上涨了3.9%，自疫情开始以来，该市的累计租金增长率为36%，目前排名第二。除了博伊西和斯波坎，上图中的其他八个城市从8月到9月的租金平均增长了3.5%，因为负担得起的阳光地带市场继续繁荣。特别值得注意的是，自去年3月以来租金增长最快的十个城市中有四个是凤凰城的郊区。</blockquote></p><p> A more tangible indicator that demand destruction may be setting in, is that vacancy rates have posted their first increase since March. Indeed, as Apartment List notes, much of this year’s boom in rent prices can be attributed to a tight market in which more and more households are competing for fewer and fewer vacant units. The vacancy index spiked from 6.2% to 7.1% last April, as many Americans moved in with family or friends amid the uncertainty and economic disruption of the pandemic’s onset. Since then, however, vacancies have been steadily declining. For the past several months, the vacancy index has been hovering just below 4%, significantly lower than the 6% rate that was typical pre-pandemic.</p><p><blockquote>需求破坏可能正在出现的一个更切实的指标是，空置率自 3 月份以来首次上升。事实上，正如 Apartment List 所指出的那样，今年租金价格上涨在很大程度上可以归因于市场紧张，越来越多的家庭正在争夺越来越少的空置单元。去年 4 月，由于大流行病爆发带来的不确定性和经济混乱，许多美国人搬到了家人或朋友那里，空置指数从 6.2% 飙升至 7.1%。然而，自那以后，职位空缺一直在稳步下降。在过去的几个月里，空缺指数一直徘徊在略低于4%的水平，明显低于大流行前典型的6%。</blockquote></p><p></p><p> This month, however, the vacancy index ticked up slightly, from 3.8 percent to 3.9 percent.<b>Although this is a very minor increase, it represents the first increase of any magnitude since last April.</b>While a few more months of data would be needed to confirm an inflection point, if vacancies are back on the rise again, it would signal that tightness in the rental market is finally beginning to ease and that rent growth will also continue to cool.</p><p><blockquote>然而，本月空缺指数略有上升，从 3.8% 上升到 3.9%。<b>虽然这是一个非常小的增长，但它代表了自去年4月以来任何幅度的首次增长。</b>虽然还需要几个月的数据来确认拐点，但如果空置率再次上升，这将表明租赁市场的紧张局势终于开始缓解，租金增长也将继续降温。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a50c20dcd20db5472c3520318c0d2ec1\" tg-width=\"1280\" tg-height=\"777\" referrerpolicy=\"no-referrer\">Finally, where there may be light at the end of the tunnel in real-time data, we have yet to see the pig even enter the python when it comes to the CPI's Owner Equivalent Rent data series. As shown below, the Apartment List data normally has a 4 month lead to the OER series, which means that as actual rents soar by over 15% Y/Y, OER is either going to skyrocket in the coming quarters or the BLS will have to come up with some very fancy hedonic adjustments why rental inflation should exclude, well, rental inflation.</p><p><blockquote>最后，在实时数据的隧道尽头可能有曙光的地方，当涉及到CPI的业主等值租金数据系列时，我们甚至还没有看到猪进入python。如下所示，公寓列表数据通常在OER系列之前有4个月的时间，这意味着随着实际租金同比飙升超过15%，OER要么在未来几个季度飙升，要么BLS将不得不提出一些非常花哨的享乐调整，为什么租金通胀应该排除租金通胀。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e8a081c0ce24e0d5801ed8533c04f0a0\" tg-width=\"890\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/owner-equivalent-rent-shock-deck-actual-rents-surge-most-record\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/owner-equivalent-rent-shock-deck-actual-rents-surge-most-record","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104845344","content_text":"Another month, another record surge in US rents to a new all time high.\nAccording to theApartment Listnational index, US rents increased by 2.1% from August to September, and although month-over-month growth has slowed slightly from its July peak when the sequential growth rate was 2.6%, rents are still growing much faster than the pre-pandemic trend. Since January of this year, the national median rent has increased by a staggering 16.4%. To put that in context, rent growth from January to September averaged just 3.4% in the pre-pandemic years from 2017-2019.\nWhile even the smallest cooldown in rent growth is a welcome change for renters, Apartment List's Chris Salviati notes that it’s important to bear in mind that prior to this year, the national index never increased by more than 0.9 percent in a single month, going back to 2017. \"Furthermore, we have now entered the time of year when rents are normally declining due to seasonality in the market. In September of 2018 and 2019, for example, rents fell by 0.1 percent and 0.3 percent, respectively.\"\nThat said, we have a ways to go before US rent - where the median just rose above $1,300 for the first time ever - decline; and with rents rising virtually everywhere, only a few cities still remain cheaper than they were pre-pandemic, and even these remaining discounts are unlikely to persist much longer. At the other end of the spectrum, Apartment List finds22 cities among the 100 largest where rents have increased by more than 25 percent since the start of the pandemic.That said, there are some early signals that tightness in the market may be beginning to ease: the vacancy index ticked up this month for the first time since last April. And in Boise, ID, which has seen the nation’s biggest price increase since the start of the pandemic, rents finally dipped slightly this month.\nThe chart below visualizes monthly rent changes in each of the nation’s 100 largest cities from January 2018 to September 2021. The color in each cell represents the extent to which prices went up (red) or down (blue) in a given city in a given month. Bands of dark blue in 2020 represent the large urban centers where rent prices cratered (e.g., New York, San Francisco, Boston), but those bands have quickly turned red as ubiquitous rent growth sweeps the nation in 2021. In 2020, 60 of these cities saw rent prices rise from August to September, but this year, 97 cities got more expensive in September.\nIn a glimmer of hope for Americans locked out of not only the housing but the rental market, one of the few markets where rents did not increase this month was Boise, ID. Since last March, rents in Boise are up by a staggering 39%, making the city the archetype for rental market disruption amid the pandemic. This month, however, the median rent in Boise fell by 0.1%. While such a small dip certainly doesn’t offer much relief to Boise renters, it may at least signal that the market is finally starting to stabilize. Spokane, WA, another city that has experienced skyrocketing rent growth this year, saw an even more notable decline this month, with rents down 1.8 percent.\nUnfortunately, Boise and Spokane represent the exception rather than the rule -- in most of the cities where rents had been growing quickly, that growth is continuing. Tampa, for example, saw rents jump by another 3.9% this month, and the city now ranks 2nd for cumulative rent growth since the start of the pandemic at 36%. Excluding Boise and Spokane, the other eight cities in the chart above experienced rent growth of 3.5%, on average, from August to September, as affordable Sunbelt markets continue to boom. Of particular note, four of the ten cities with the fastest rent growth since last March are suburbs of Phoenix.\nA more tangible indicator that demand destruction may be setting in, is that vacancy rates have posted their first increase since March. Indeed, as Apartment List notes, much of this year’s boom in rent prices can be attributed to a tight market in which more and more households are competing for fewer and fewer vacant units. The vacancy index spiked from 6.2% to 7.1% last April, as many Americans moved in with family or friends amid the uncertainty and economic disruption of the pandemic’s onset. Since then, however, vacancies have been steadily declining. For the past several months, the vacancy index has been hovering just below 4%, significantly lower than the 6% rate that was typical pre-pandemic.\nThis month, however, the vacancy index ticked up slightly, from 3.8 percent to 3.9 percent.Although this is a very minor increase, it represents the first increase of any magnitude since last April.While a few more months of data would be needed to confirm an inflection point, if vacancies are back on the rise again, it would signal that tightness in the rental market is finally beginning to ease and that rent growth will also continue to cool.\nFinally, where there may be light at the end of the tunnel in real-time data, we have yet to see the pig even enter the python when it comes to the CPI's Owner Equivalent Rent data series. As shown below, the Apartment List data normally has a 4 month lead to the OER series, which means that as actual rents soar by over 15% Y/Y, OER is either going to skyrocket in the coming quarters or the BLS will have to come up with some very fancy hedonic adjustments why rental inflation should exclude, well, rental inflation.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}