SeiLing的个人主页 - 老虎社区

SeiLing

SeiLing

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0勋章

2022-01-17

💰💰💰

@一心向上ESOP:1年卖1.7亿部，你从未用过的“中国手机”成了非洲之王

2021-12-23

😊

@小老虎哈哈:【2021投资大复盘】上个月年化收益50%，这个月到今天54%了，也在今天封盘了，来年我们再战江湖【配图版】

2021-12-20

😶

@看遍世界景赚足天下钱:王力宏事件的投资启示

2021-10-30

😶

@Buy_Sell:🔥【10月29日】财报不及预期，科技巨头盘后跳水？！今天买点啥

2021-08-16

👍👍👍

抱歉，原内容已删除

2021-07-24

🙃🙃🙃

抱歉，原内容已删除

2021-07-15

Wow

抱歉，原内容已删除

2021-07-15

Wow

抱歉，原内容已删除

2021-07-14

🙃🙃🙃

美国6月CPI数据点评：市场与联储、通胀的背离

2021-07-09

Wow

时代轮替的缩影？宁德时代掌门人身家超过了马云

2021-07-06

🙃🙃🙃

抱歉，原内容已删除

2021-07-05

Good

抱歉，原内容已删除

2021-07-05

I hope amazon can faster grow up

抱歉，原内容已删除

2021-07-05

Waiting

US IPO This Week: Just 2 IPOs scheduled for the shortened holiday week<blockquote>本周美国IPO：缩短的假期周仅安排2起IPO</blockquote>

2021-07-05

Interesting

抱歉，原内容已删除

2021-07-05

Good to monitor performance

抱歉，原内容已删除

2021-07-05

Like

抱歉，原内容已删除

2021-07-05

Noted

Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>

2021-07-05

Noted

Is the stock market closed for the July Fourth holiday? Here’s what you need to know<blockquote>七四假期股市休市吗？这是你需要知道的</blockquote>

2021-07-05

Go

Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败了标普500 30%-50%</blockquote>

去老虎APP查看更多动态

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“做手机不挣钱，就是交个朋友。”这是老罗在2017年坚果手机发布会上随口而出的段子。 不过这句颇具调侃意味的话在一年后真的应验了，2018年年底锤子手机已无法正常展业，罗永浩随后带着6个亿的债务退出了锤子科技，开启了兜兜转转的漫长还债路。 罗永浩的遭遇并只是个例，手机行业早已变为红海市场。仅以中国市场为例，国产手机从早期的中华酷联百花齐放变成现在的华米OV“四足鼎立”，头部效应之下中小手机厂商逐渐退出了历史舞台，老罗的锤子手机也只是众多退场品牌的一个。 不过有一个大部分中国人从未听闻过的手机厂商却一直在闷声发大财，完美躲过了手机市场竞争的血雨腥风，这家颇有传奇意味的手机厂商叫“传音”。 近日前百度高管“向海龙”也突然入职传音，让中国人没怎么用过的“传音”手机再次高调了一把。 中国传音看准了非洲市场 “名不见经传”的传音过得比老罗舒服多了。 传音手机成立于2006年，在手机行业的资历比当前大红大紫的小米还要老。 2006年中国手机市场是诺基亚等国际品牌与山寨手机的二元天下，市场竞争的激烈程度并不亚于当前。当时波导手机的海外负责人竺兆江看准了还一片空白的非洲市场，成立了传音手机专做“非洲特供机”。 由于全球区域发展的不均衡，鲜有手机厂商关注非洲市场，这给了传音十余年畅通无阻的快速成长期，也让传音成为了“非洲手机之王”。当然现在的传音并未局限于非洲，南亚、东南亚、中东、南美等新兴市场也是传音的重点运营区域。 对比老罗的遭遇，传音的战略可以理解为是“农村包围城市”，避开竞争激烈的欧美、东亚市场。 通过几个数据我们可以一探传音在新兴市场的统治力。2020年传音在非洲的智能手机市场占有率超过40%，在巴基斯坦的市场占有率也超过40%，在孟加拉国市占率达18.3%。均为当地手机市场的第一名。 凭借着在以非洲为主新兴市场的多年积累，","listText":"如果要问手机生意好不好做，罗永浩应该比任何人都有发言权。 “做手机不挣钱，就是交个朋友。”这是老罗在2017年坚果手机发布会上随口而出的段子。 不过这句颇具调侃意味的话在一年后真的应验了，2018年年底锤子手机已无法正常展业，罗永浩随后带着6个亿的债务退出了锤子科技，开启了兜兜转转的漫长还债路。 罗永浩的遭遇并只是个例，手机行业早已变为红海市场。仅以中国市场为例，国产手机从早期的中华酷联百花齐放变成现在的华米OV“四足鼎立”，头部效应之下中小手机厂商逐渐退出了历史舞台，老罗的锤子手机也只是众多退场品牌的一个。 不过有一个大部分中国人从未听闻过的手机厂商却一直在闷声发大财，完美躲过了手机市场竞争的血雨腥风，这家颇有传奇意味的手机厂商叫“传音”。 近日前百度高管“向海龙”也突然入职传音，让中国人没怎么用过的“传音”手机再次高调了一把。 中国传音看准了非洲市场 “名不见经传”的传音过得比老罗舒服多了。 传音手机成立于2006年，在手机行业的资历比当前大红大紫的小米还要老。 2006年中国手机市场是诺基亚等国际品牌与山寨手机的二元天下，市场竞争的激烈程度并不亚于当前。当时波导手机的海外负责人竺兆江看准了还一片空白的非洲市场，成立了传音手机专做“非洲特供机”。 由于全球区域发展的不均衡，鲜有手机厂商关注非洲市场，这给了传音十余年畅通无阻的快速成长期，也让传音成为了“非洲手机之王”。当然现在的传音并未局限于非洲，南亚、东南亚、中东、南美等新兴市场也是传音的重点运营区域。 对比老罗的遭遇，传音的战略可以理解为是“农村包围城市”，避开竞争激烈的欧美、东亚市场。 通过几个数据我们可以一探传音在新兴市场的统治力。2020年传音在非洲的智能手机市场占有率超过40%，在巴基斯坦的市场占有率也超过40%，在孟加拉国市占率达18.3%。均为当地手机市场的第一名。 凭借着在以非洲为主新兴市场的多年积累，","text":"如果要问手机生意好不好做，罗永浩应该比任何人都有发言权。 “做手机不挣钱，就是交个朋友。”这是老罗在2017年坚果手机发布会上随口而出的段子。 不过这句颇具调侃意味的话在一年后真的应验了，2018年年底锤子手机已无法正常展业，罗永浩随后带着6个亿的债务退出了锤子科技，开启了兜兜转转的漫长还债路。 罗永浩的遭遇并只是个例，手机行业早已变为红海市场。仅以中国市场为例，国产手机从早期的中华酷联百花齐放变成现在的华米OV“四足鼎立”，头部效应之下中小手机厂商逐渐退出了历史舞台，老罗的锤子手机也只是众多退场品牌的一个。 不过有一个大部分中国人从未听闻过的手机厂商却一直在闷声发大财，完美躲过了手机市场竞争的血雨腥风，这家颇有传奇意味的手机厂商叫“传音”。 近日前百度高管“向海龙”也突然入职传音，让中国人没怎么用过的“传音”手机再次高调了一把。 中国传音看准了非洲市场 “名不见经传”的传音过得比老罗舒服多了。 传音手机成立于2006年，在手机行业的资历比当前大红大紫的小米还要老。 2006年中国手机市场是诺基亚等国际品牌与山寨手机的二元天下，市场竞争的激烈程度并不亚于当前。当时波导手机的海外负责人竺兆江看准了还一片空白的非洲市场，成立了传音手机专做“非洲特供机”。 由于全球区域发展的不均衡，鲜有手机厂商关注非洲市场，这给了传音十余年畅通无阻的快速成长期，也让传音成为了“非洲手机之王”。当然现在的传音并未局限于非洲，南亚、东南亚、中东、南美等新兴市场也是传音的重点运营区域。 对比老罗的遭遇，传音的战略可以理解为是“农村包围城市”，避开竞争激烈的欧美、东亚市场。 通过几个数据我们可以一探传音在新兴市场的统治力。2020年传音在非洲的智能手机市场占有率超过40%，在巴基斯坦的市场占有率也超过40%，在孟加拉国市占率达18.3%。均为当地手机市场的第一名。 凭借着在以非洲为主新兴市场的多年积累，","images":[{"img":"https://static.tigerbbs.com/7aad3d3e2377b53165c311d1960a8d68","width":"1080","height":"705"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697069677","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698991335,"gmtCreate":1640271936427,"gmtModify":1640271936568,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698991335","repostId":"607045517","repostType":1,"repost":{"id":607045517,"gmtCreate":1639464564851,"gmtModify":1639469087905,"author":{"id":"3464391483468055","authorId":"3464391483468055","name":"小老虎哈哈","avatar":"https://static.tigerbbs.com/78fe34805f6b7096adb09410e09315aa","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464391483468055","idStr":"3464391483468055"},"themes":[],"title":"【2021投资大复盘】上个月年化收益50%，这个月到今天54%了，也在今天封盘了，来年我们再战江湖【配图版】","htmlText":"之前我复盘了年收益50%的部分，很高兴得到了老虎的热推，2021年工作压力超级大，再加上今天听说恒大出事了，加上美联储加息与否不太确定，今年准备封盘了。<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/37000856390400\">@小虎通知</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;（1）50%的由来：2021年2月份- 11月初 大概收益在50%左右。之前在老虎社区分享了，还上了热门榜第一名，哈哈。","listText":"之前我复盘了年收益50%的部分，很高兴得到了老虎的热推，2021年工作压力超级大，再加上今天听说恒大出事了，加上美联储加息与否不太确定，今年准备封盘了。<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/37000856390400\">@小虎通知</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;（1）50%的由来：2021年2月份- 11月初 大概收益在50%左右。之前在老虎社区分享了，还上了热门榜第一名，哈哈。","text":"之前我复盘了年收益50%的部分，很高兴得到了老虎的热推，2021年工作压力超级大，再加上今天听说恒大出事了，加上美联储加息与否不太确定，今年准备封盘了。@小虎AV @小虎通知 @话题虎 $美团-W(03690)$ $特斯拉(TSLA)$ $滴滴(DIDI)$ $腾讯控股(00700)$ $阿里巴巴-SW(09988)$ （1）50%的由来：2021年2月份- 11月初 大概收益在50%左右。之前在老虎社区分享了，还上了热门榜第一名，哈哈。","images":[{"img":"https://static.tigerbbs.com/1408c07c3599572dc689c53bd5d1eff1","width":"688","height":"531"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607045517","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693196444,"gmtCreate":1639981962088,"gmtModify":1639981962191,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"😶","listText":"😶","text":"😶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693196444","repostId":"693018138","repostType":1,"repost":{"id":693018138,"gmtCreate":1639926367283,"gmtModify":1639981963314,"author":{"id":"3466684903067182","authorId":"3466684903067182","name":"看遍世界景赚足天下钱","avatar":"https://static.tigerbbs.com/036367fd006fdcb94e383902a9d8277a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466684903067182","idStr":"3466684903067182"},"themes":[],"title":"王力宏事件的投资启示","htmlText":"这个周末最大的瓜，就是矿泉水男王力宏先生的人设崩塌事件。这个事件的前因后果比较简单，就是王力宏和老婆离婚了，没有安抚好，最后，老婆把他的所有黑料都爆出来，玉石俱焚。如果把王力宏看成一家上市公司，他也的确有这个资本来打这个比方，据不完全统计，王力宏一年的收入接近4.6个亿，这已经远远高于一家普通的上市公司了。这次事件，就是一次巨大的利空，近乎崩盘的杀伤力了。在没有李靓蕾爆料前，王力宏一直是一个优质偶像形象，甚至还被邀请到牛津大学演讲过，有才、干净、高知等等的标签，是他高溢价的核心原因，我们也可以称其为王力宏的核心竞争力。而人设崩塌之后，他将失去这一切高溢价，加上今年国内对劣迹明星的强力排斥，除非有强有力的反驳证据，否则，他大概率是要被屏蔽了。这个突发事件的启示有哪些呢？1、企业的核心价值观还有管理人员的品性非常重要。我们分析企业很多时候总是反正数据上面，但是，其实企业的核心是人，人的核心是价值观。人对了企业就对了，所以充分了解一家企业的价值观才能保证企业的长久稳定。而管理人员，作为企业运行的关键因素，他们的价值观更是需要重点关注。2、企业管理是一件需要细心、不能大意的事情。很多小事情一旦发酵就会变成大事，很多本来可以在没有曝光之前处理妥当的事件，一旦被曝光后就成了非常有影响力的大事。所以，不能轻视所有小事，要细心地考虑每一件小事背后可能造成的影响。3、考验一家公司真实的能力，往往也是在危机时刻。前段事件俞敏洪把几万套课桌椅送给乡村学校的事件，让大家看到一个危机下的新东方的担当和责任，很多人圈粉俞敏洪，继续持有新东方。而这次王力宏会怎么面对这件事将决定大家怎么看待王力宏，社会或者商业社会就是这样，自己丢的脸，需要自己去捡回来。化险为夷的情况时有发生，但是前提是大众认可。4、格局大的人或者企业，都不会太抠唆。按目前已经有的资料来看，王力宏大概率是因为抠唆，导致李靓蕾的爆料，男人不","listText":"这个周末最大的瓜，就是矿泉水男王力宏先生的人设崩塌事件。这个事件的前因后果比较简单，就是王力宏和老婆离婚了，没有安抚好，最后，老婆把他的所有黑料都爆出来，玉石俱焚。如果把王力宏看成一家上市公司，他也的确有这个资本来打这个比方，据不完全统计，王力宏一年的收入接近4.6个亿，这已经远远高于一家普通的上市公司了。这次事件，就是一次巨大的利空，近乎崩盘的杀伤力了。在没有李靓蕾爆料前，王力宏一直是一个优质偶像形象，甚至还被邀请到牛津大学演讲过，有才、干净、高知等等的标签，是他高溢价的核心原因，我们也可以称其为王力宏的核心竞争力。而人设崩塌之后，他将失去这一切高溢价，加上今年国内对劣迹明星的强力排斥，除非有强有力的反驳证据，否则，他大概率是要被屏蔽了。这个突发事件的启示有哪些呢？1、企业的核心价值观还有管理人员的品性非常重要。我们分析企业很多时候总是反正数据上面，但是，其实企业的核心是人，人的核心是价值观。人对了企业就对了，所以充分了解一家企业的价值观才能保证企业的长久稳定。而管理人员，作为企业运行的关键因素，他们的价值观更是需要重点关注。2、企业管理是一件需要细心、不能大意的事情。很多小事情一旦发酵就会变成大事，很多本来可以在没有曝光之前处理妥当的事件，一旦被曝光后就成了非常有影响力的大事。所以，不能轻视所有小事，要细心地考虑每一件小事背后可能造成的影响。3、考验一家公司真实的能力，往往也是在危机时刻。前段事件俞敏洪把几万套课桌椅送给乡村学校的事件，让大家看到一个危机下的新东方的担当和责任，很多人圈粉俞敏洪，继续持有新东方。而这次王力宏会怎么面对这件事将决定大家怎么看待王力宏，社会或者商业社会就是这样，自己丢的脸，需要自己去捡回来。化险为夷的情况时有发生，但是前提是大众认可。4、格局大的人或者企业，都不会太抠唆。按目前已经有的资料来看，王力宏大概率是因为抠唆，导致李靓蕾的爆料，男人不","text":"这个周末最大的瓜，就是矿泉水男王力宏先生的人设崩塌事件。这个事件的前因后果比较简单，就是王力宏和老婆离婚了，没有安抚好，最后，老婆把他的所有黑料都爆出来，玉石俱焚。如果把王力宏看成一家上市公司，他也的确有这个资本来打这个比方，据不完全统计，王力宏一年的收入接近4.6个亿，这已经远远高于一家普通的上市公司了。这次事件，就是一次巨大的利空，近乎崩盘的杀伤力了。在没有李靓蕾爆料前，王力宏一直是一个优质偶像形象，甚至还被邀请到牛津大学演讲过，有才、干净、高知等等的标签，是他高溢价的核心原因，我们也可以称其为王力宏的核心竞争力。而人设崩塌之后，他将失去这一切高溢价，加上今年国内对劣迹明星的强力排斥，除非有强有力的反驳证据，否则，他大概率是要被屏蔽了。这个突发事件的启示有哪些呢？1、企业的核心价值观还有管理人员的品性非常重要。我们分析企业很多时候总是反正数据上面，但是，其实企业的核心是人，人的核心是价值观。人对了企业就对了，所以充分了解一家企业的价值观才能保证企业的长久稳定。而管理人员，作为企业运行的关键因素，他们的价值观更是需要重点关注。2、企业管理是一件需要细心、不能大意的事情。很多小事情一旦发酵就会变成大事，很多本来可以在没有曝光之前处理妥当的事件，一旦被曝光后就成了非常有影响力的大事。所以，不能轻视所有小事，要细心地考虑每一件小事背后可能造成的影响。3、考验一家公司真实的能力，往往也是在危机时刻。前段事件俞敏洪把几万套课桌椅送给乡村学校的事件，让大家看到一个危机下的新东方的担当和责任，很多人圈粉俞敏洪，继续持有新东方。而这次王力宏会怎么面对这件事将决定大家怎么看待王力宏，社会或者商业社会就是这样，自己丢的脸，需要自己去捡回来。化险为夷的情况时有发生，但是前提是大众认可。4、格局大的人或者企业，都不会太抠唆。按目前已经有的资料来看，王力宏大概率是因为抠唆，导致李靓蕾的爆料，男人不","images":[{"img":"https://static.tigerbbs.com/3c59c6da61aed2d2eba71dcf700b5551","width":"688","height":"401"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693018138","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857472727,"gmtCreate":1635558352269,"gmtModify":1635558352375,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"😶","listText":"😶","text":"😶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857472727","repostId":"854422655","repostType":1,"repost":{"id":854422655,"gmtCreate":1635475272674,"gmtModify":1635475518261,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【10月29日】财报不及预期，科技巨头盘后跳水？！今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月29日讯，港股三大指数低开，恒指跌0.35%报25466点，国指跌0.36%报9020点，恒生科技指数跌0.32%报6424点。 盘面上，大型科技股<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅下跌；保险股跌幅居前，苹果概念股、新能源汽车股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 低开2.5%。另一方面，体育用品股、家电股、食品股、啤酒等消费股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/06110\">$滔搏(06110)$</a> 绩后大幅高开近7% ，<a target=\"_blank\" href=\"https://laohu8.com/S/01691\">$JS环球生活(01691)$</a> 涨超2%；电力股延续强势行情，生物医药股、海运股、物管股、内房股多数高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09996\">$沛嘉医疗-</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月29日讯，港股三大指数低开，恒指跌0.35%报25466点，国指跌0.36%报9020点，恒生科技指数跌0.32%报6424点。 盘面上，大型科技股<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅下跌；保险股跌幅居前，苹果概念股、新能源汽车股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 低开2.5%。另一方面，体育用品股、家电股、食品股、啤酒等消费股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/06110\">$滔搏(06110)$</a> 绩后大幅高开近7% ，<a target=\"_blank\" href=\"https://laohu8.com/S/01691\">$JS环球生活(01691)$</a> 涨超2%；电力股延续强势行情，生物医药股、海运股、物管股、内房股多数高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09996\">$沛嘉医疗-</a>","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月29日讯，港股三大指数低开，恒指跌0.35%报25466点，国指跌0.36%报9020点，恒生科技指数跌0.32%报6424点。 盘面上，大型科技股$美团-W(03690)$ 、$腾讯控股(00700)$ 、$小米集团-W(01810)$ 、$京东集团-SW(09618)$ 小幅下跌；保险股跌幅居前，苹果概念股、新能源汽车股普跌，$比亚迪股份(01211)$ 低开2.5%。另一方面，体育用品股、家电股、食品股、啤酒等消费股普涨，$滔搏(06110)$ 绩后大幅高开近7% ，$JS环球生活(01691)$ 涨超2%；电力股延续强势行情，生物医药股、海运股、物管股、内房股多数高开，$沛嘉医疗-","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854422655","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830474957,"gmtCreate":1629095136879,"gmtModify":1631890739574,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830474957","repostId":"2159241129","repostType":2,"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174404365,"gmtCreate":1627119653957,"gmtModify":1631890739578,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"🙃🙃🙃","listText":"🙃🙃🙃","text":"🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174404365","repostId":"1170350340","repostType":4,"isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147331364,"gmtCreate":1626333366558,"gmtModify":1631890739582,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147331364","repostId":"2151544523","repostType":2,"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147333601,"gmtCreate":1626333330603,"gmtModify":1631890739584,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147333601","repostId":"2151544523","repostType":4,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144074250,"gmtCreate":1626257595670,"gmtModify":1631890739587,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"🙃🙃🙃","listText":"🙃🙃🙃","text":"🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144074250","repostId":"2151267518","repostType":4,"repost":{"id":"2151267518","kind":"highlight","pubTimestamp":1626256560,"share":"https://www.laohu8.com/m/news/2151267518?lang=zh_CN&edition=full","pubTime":"2021-07-14 17:56","market":"us","language":"zh","title":"美国6月CPI数据点评：市场与联储、通胀的背离","url":"https://stock-news.laohu8.com/highlight/detail?id=2151267518","media":"格隆汇","summary":"事件：美国2021年6月CPI同比上升5.4%，超过预期的4.9%；核心CPI同比上升4.5%，超过预期的4.0%。我们对此看法如下：\n\n交运和住房继续成为6月美国CPI超预期的主要贡献。6月CPI继","content":"<h3><b>事件：美国2021年6月CPI同比上升5.4%，超过预期的4.9%；核心CPI同比上升4.5%，超过预期的4.0%。我们对此看法如下：</b></h3>\n<h3></h3>\n<p><b>交运和住房继续成为6月美国CPI超预期的主要贡献。</b>6月CPI继续超预期，且不仅是同比，环比也超过预期和季节性。分项看，交运和住房继续成为主要拉动。如我们在此前提示，住房和交运涨价有大宗（油价）上涨的因素，也有供需的影响：交运分项中，汽车（尤其二手车）价格继续上行，体现缺芯片的影响仍在延续；住房分项中，疫情好转使得酒店价格回暖，租金分项的拉动也开始快速上升——这和失业率逐步回归、劳动力回流大城市工作密切相关。</p>\n<p><img src=\"https://static.tigerbbs.com/eac5a4af20f84bb663ce8767806230a6\" tg-width=\"1080\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/945f193b97b80d75cda83347e13f2ad0\" tg-width=\"994\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/0ffc8ff7d4a8af59aa3b70dd75afd86b\" tg-width=\"1080\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国经济重心转向服务业，劳动力供需矛盾突出，通胀恐持续维持高位。</b>&nbsp;我们此前提示，随着美国消费复苏的重心从商品切至服务，劳动力供需错配的问题也将突出，“工资通胀”压力短期难以缓解。此外，供不应求的状况也体现在供应链环节——物流环节压力快速上升，这也进一步加剧了供给和需求的错配，从而推升了涨价压力。</p>\n<p><b>近期市场对联储紧、高通胀“充耳不闻”，或主要受经济预期降温主导。</b>从市场反应来看，CPI发布后30分钟内美债、黄金跌，美元涨，通胀预期瞬时升温，但不久后就平复波动。实际上，5月下旬以来，美国市场似乎对高通胀和联储转鹰反应都较平淡，10年期美债利率持续下行、美债利率曲线平坦化、美股整体上行。<b>我们自2月以来持续提示美国三季度通胀居高难下的风险，而自4月通胀超预期后，市场一致预期快速向我们此前预测收敛，6月会议联储也将2021年核心通胀预期上修到3%，这使得此前冲高的市场通胀预期自5月反倒走弱，大家似乎开始接受“阶段性”通胀，拉动美债名义利率下行。</b>另一方面，美国长债实际利率的下行及美股周期和成长的再平衡，可能显示市场已开始反映财政退坡后经济动能的衰退，这与2010年的走势实际上是非常相似的。</p>\n<p><img src=\"https://static.tigerbbs.com/2b03763568557b7a12c4b8faaaf5c3bc\" tg-width=\"1080\" tg-height=\"439\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/eba91a52643c25fa897543876a4799e6\" tg-width=\"1080\" tg-height=\"445\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/17d945d5042c88800af14e44b4557bd5\" tg-width=\"1080\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p><b>市场越淡定，越需要关注联储释放超预期信号的可能性及其潜在冲击。</b>我们对联储路径的判断是，虽然最终将是“覆水难收”，但是可能阶段性仍需“做做样子”，给出转紧的预期引导。就现在而言，当前市场对联储“难紧”预期量打得越慢，联储边际调整超出市场预期的可能性也越高。需要持续关注7-9月联储操作及其对市场带来的潜在冲击。</p>\n<p><b>风险提示：联储货币政策变化超预期，海外市场波动超预期，疫情恶化超预期。</b></p>","source":"gelonghui_highlight","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>美国6月CPI数据点评：市场与联储、通胀的背离</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国6月CPI数据点评：市场与联储、通胀的背离\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/475462><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事件：美国2021年6月CPI同比上升5.4%，超过预期的4.9%；核心CPI同比上升4.5%，超过预期的4.0%。我们对此看法如下：\n\n交运和住房继续成为6月美国CPI超预期的主要贡献。6月CPI继续超预期，且不仅是同比，环比也超过预期和季节性。分项看，交运和住房继续成为主要拉动。如我们在此前提示，住房和交运涨价有大宗（油价）上涨的因素，也有供需的影响：交运分项中，汽车（尤其二手车）价格继续上行...</p>\n\n<a href=\"http://www.gelonghui.com/p/475462\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b88e2fdae8e5bd88881023c7c82026ea","relate_stocks":{"TLT":"20+年以上美国国债ETF-iShares","IEI":"iShares Barclays 3-7 Year Trea","SHY":"债券指数ETF-iShares Barclays 1-3年国债","IEF":"债券指数ETF-iShares Barclays 7-10年","GOVT":"iShares安硕核心美国国债ETF"},"source_url":"http://www.gelonghui.com/p/475462","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2151267518","content_text":"事件：美国2021年6月CPI同比上升5.4%，超过预期的4.9%；核心CPI同比上升4.5%，超过预期的4.0%。我们对此看法如下：\n\n交运和住房继续成为6月美国CPI超预期的主要贡献。6月CPI继续超预期，且不仅是同比，环比也超过预期和季节性。分项看，交运和住房继续成为主要拉动。如我们在此前提示，住房和交运涨价有大宗（油价）上涨的因素，也有供需的影响：交运分项中，汽车（尤其二手车）价格继续上行，体现缺芯片的影响仍在延续；住房分项中，疫情好转使得酒店价格回暖，租金分项的拉动也开始快速上升——这和失业率逐步回归、劳动力回流大城市工作密切相关。\n\n\n\n美国经济重心转向服务业，劳动力供需矛盾突出，通胀恐持续维持高位。 我们此前提示，随着美国消费复苏的重心从商品切至服务，劳动力供需错配的问题也将突出，“工资通胀”压力短期难以缓解。此外，供不应求的状况也体现在供应链环节——物流环节压力快速上升，这也进一步加剧了供给和需求的错配，从而推升了涨价压力。\n近期市场对联储紧、高通胀“充耳不闻”，或主要受经济预期降温主导。从市场反应来看，CPI发布后30分钟内美债、黄金跌，美元涨，通胀预期瞬时升温，但不久后就平复波动。实际上，5月下旬以来，美国市场似乎对高通胀和联储转鹰反应都较平淡，10年期美债利率持续下行、美债利率曲线平坦化、美股整体上行。我们自2月以来持续提示美国三季度通胀居高难下的风险，而自4月通胀超预期后，市场一致预期快速向我们此前预测收敛，6月会议联储也将2021年核心通胀预期上修到3%，这使得此前冲高的市场通胀预期自5月反倒走弱，大家似乎开始接受“阶段性”通胀，拉动美债名义利率下行。另一方面，美国长债实际利率的下行及美股周期和成长的再平衡，可能显示市场已开始反映财政退坡后经济动能的衰退，这与2010年的走势实际上是非常相似的。\n\n\n\n市场越淡定，越需要关注联储释放超预期信号的可能性及其潜在冲击。我们对联储路径的判断是，虽然最终将是“覆水难收”，但是可能阶段性仍需“做做样子”，给出转紧的预期引导。就现在而言，当前市场对联储“难紧”预期量打得越慢，联储边际调整超出市场预期的可能性也越高。需要持续关注7-9月联储操作及其对市场带来的潜在冲击。\n风险提示：联储货币政策变化超预期，海外市场波动超预期，疫情恶化超预期。","news_type":1,"symbols_score_info":{"TNmain":0.9,"ZFmain":0.9,"ZBmain":0.9,"GOVT":0.9,"SHY":0.9,"ZTmain":0.9,"IEF":0.9,"TLT":0.9,"IEI":0.9,"ZNmain":0.9,"UBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143707725,"gmtCreate":1625815288467,"gmtModify":1631890739592,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143707725","repostId":"2150682378","repostType":4,"repost":{"id":"2150682378","kind":"highlight","pubTimestamp":1625814142,"share":"https://www.laohu8.com/m/news/2150682378?lang=zh_CN&edition=full","pubTime":"2021-07-09 15:02","market":"hk","language":"zh","title":"时代轮替的缩影？宁德时代掌门人身家超过了马云","url":"https://stock-news.laohu8.com/highlight/detail?id=2150682378","media":"华尔街见闻","summary":"曾毓群首次成为亚洲最富有的五人之一。","content":"<p>福布斯富豪榜的实时榜单显示，全球最大电动汽车电池制造商<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的创始人曾毓群身家已达到495亿美元，全球财富排名第25位。</p>\n<p>这超过了<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>创始人马云481亿美元的身家，并使曾毓群首次成为亚洲最富有的五人之一。</p>\n<p><b>全球清洁能源的热潮</b></p>\n<p>宁德时代是全球领先的锂离子研发制造公司，专注于新能源汽车动力电池系统、储能系统的研发、生产和销售，客户包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、奔驰、宝马等众多企业，最后一次创业的雷军也曾于5月份拜访宁德时代，商讨电池供应问题。</p>\n<p>宁德时代的客户几乎囊括了汽车领域的前十企业，经营利润也是逐年高增，股价更是爆炸性上升。</p>\n<p>随着电动汽车需求的增加、各国努力减少碳排放和成本的下降，自2018年宁德时代在深圳上市以来，其股价已飙升逾20倍，仅今年就上涨了59%。</p>\n<p>宁德时代市值目前突破1.28万亿，位居A股总市值第5位。</p>\n<p>我国力争二氧化碳排放量于2030年前达到峰值，在2060年实现碳中和目标，已经在全球电动汽车销售市场中处于领先地位。根据中国乘用车协会的数据，2020年中国电动汽车销量增长9.8%至111万辆。</p>\n<p>SNE Research的一份报告显示，今年前五个月，全球电动汽车电池销量较去年同比增长一倍以上，其中宁德时代市场份额最大，占31.2%。</p>\n<p>这场清洁能源热潮推高了宁德时代等特斯拉主要供应商的股价，也使得他们积累了巨额的财富。</p>\n<p>3年前，宁德时代刚刚上市的时候，很多人可能未曾料到锂电池这个行业前景如此巨大，没有意识到新能源汽车未来会取代传统燃油车。</p>\n<p><b>发展前景或将继续广阔</b></p>\n<p>值得注意的是，曾毓群并不是唯一一位受益于宁德时代股价飙升的亿万富翁。公司副董事长黄世林身家已超过210亿美元，而副董事长李平身家85亿美元。</p>\n<p>随着曾毓群的事业平步青云，马云的星途却逐渐衰落，今年他的财富损失了25亿美元。</p>\n<p>据彭博报道，清华大学NIFR全球家族企业研究中心主任高昊表示：</p>\n<blockquote>\n 过去亿万富翁排名由房地产大亨和科技企业家主导，现在更多来自新能源领域。作为电动汽车电池的行业领导者，宁德时代将从碳中和目标中受益最大。\n</blockquote>\n<p>彭博预计，得益于规模经济、具有成本竞争力的上游供应链和稳固的客户基础，宁德时代的全球销售额将继续增长。</p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>近日发布报告称，宁德时代此次与特斯拉的协议较之前合作力度更大，考虑到公司下游需求超预期，上调宁德时代的盈利预测，并将目标价调升9%至600元人民币。分析师曾韬等在报告中指出，此次协议未约定中国市场，意味着宁德时代将以配合特斯拉全球市场供应为契机，推动产品加速走向全球。全球需求提振下，宁德远期全球市场份额有望达到30%以上。</p>\n<p>从长期发展的角度来看，宁德时代能否抓住当前的机遇，赶快实现全产业的覆盖，乃至于产业上下游市场的拓展，真正让市场的预期和市场的空间进行一次全面的匹配，让业绩来说话，可能才是宁德时代必须立刻解决的问题。</p>","source":"wallstreetcn_api","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>时代轮替的缩影？宁德时代掌门人身家超过了马云</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n时代轮替的缩影？宁德时代掌门人身家超过了马云\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634987><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>福布斯富豪榜的实时榜单显示，全球最大电动汽车电池制造商宁德时代的创始人曾毓群身家已达到495亿美元，全球财富排名第25位。\n这超过了阿里巴巴创始人马云481亿美元的身家，并使曾毓群首次成为亚洲最富有的五人之一。\n全球清洁能源的热潮\n宁德时代是全球领先的锂离子研发制造公司，专注于新能源汽车动力电池系统、储能系统的研发、生产和销售，客户包括特斯拉、奔驰、宝马等众多企业，最后一次创业的雷军也曾于5月份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634987\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4781a43b3aa306dd3d778e1dbf292b9","relate_stocks":{"300750":"宁德时代","BABA":"阿里巴巴","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://wallstreetcn.com/articles/3634987","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150682378","content_text":"福布斯富豪榜的实时榜单显示，全球最大电动汽车电池制造商宁德时代的创始人曾毓群身家已达到495亿美元，全球财富排名第25位。\n这超过了阿里巴巴创始人马云481亿美元的身家，并使曾毓群首次成为亚洲最富有的五人之一。\n全球清洁能源的热潮\n宁德时代是全球领先的锂离子研发制造公司，专注于新能源汽车动力电池系统、储能系统的研发、生产和销售，客户包括特斯拉、奔驰、宝马等众多企业，最后一次创业的雷军也曾于5月份拜访宁德时代，商讨电池供应问题。\n宁德时代的客户几乎囊括了汽车领域的前十企业，经营利润也是逐年高增，股价更是爆炸性上升。\n随着电动汽车需求的增加、各国努力减少碳排放和成本的下降，自2018年宁德时代在深圳上市以来，其股价已飙升逾20倍，仅今年就上涨了59%。\n宁德时代市值目前突破1.28万亿，位居A股总市值第5位。\n我国力争二氧化碳排放量于2030年前达到峰值，在2060年实现碳中和目标，已经在全球电动汽车销售市场中处于领先地位。根据中国乘用车协会的数据，2020年中国电动汽车销量增长9.8%至111万辆。\nSNE Research的一份报告显示，今年前五个月，全球电动汽车电池销量较去年同比增长一倍以上，其中宁德时代市场份额最大，占31.2%。\n这场清洁能源热潮推高了宁德时代等特斯拉主要供应商的股价，也使得他们积累了巨额的财富。\n3年前，宁德时代刚刚上市的时候，很多人可能未曾料到锂电池这个行业前景如此巨大，没有意识到新能源汽车未来会取代传统燃油车。\n发展前景或将继续广阔\n值得注意的是，曾毓群并不是唯一一位受益于宁德时代股价飙升的亿万富翁。公司副董事长黄世林身家已超过210亿美元，而副董事长李平身家85亿美元。\n随着曾毓群的事业平步青云，马云的星途却逐渐衰落，今年他的财富损失了25亿美元。\n据彭博报道，清华大学NIFR全球家族企业研究中心主任高昊表示：\n\n 过去亿万富翁排名由房地产大亨和科技企业家主导，现在更多来自新能源领域。作为电动汽车电池的行业领导者，宁德时代将从碳中和目标中受益最大。\n\n彭博预计，得益于规模经济、具有成本竞争力的上游供应链和稳固的客户基础，宁德时代的全球销售额将继续增长。\n中金公司近日发布报告称，宁德时代此次与特斯拉的协议较之前合作力度更大，考虑到公司下游需求超预期，上调宁德时代的盈利预测，并将目标价调升9%至600元人民币。分析师曾韬等在报告中指出，此次协议未约定中国市场，意味着宁德时代将以配合特斯拉全球市场供应为契机，推动产品加速走向全球。全球需求提振下，宁德远期全球市场份额有望达到30%以上。\n从长期发展的角度来看，宁德时代能否抓住当前的机遇，赶快实现全产业的覆盖，乃至于产业上下游市场的拓展，真正让市场的预期和市场的空间进行一次全面的匹配，让业绩来说话，可能才是宁德时代必须立刻解决的问题。","news_type":1,"symbols_score_info":{"300750":0.9,"09988":0.9,"BABA":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157591609,"gmtCreate":1625586779801,"gmtModify":1631890739596,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"🙃🙃🙃","listText":"🙃🙃🙃","text":"🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157591609","repostId":"1124973136","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154171580,"gmtCreate":1625492890640,"gmtModify":1631890739599,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154171580","repostId":"2148980793","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154171075,"gmtCreate":1625492866397,"gmtModify":1631890739602,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"I hope amazon can faster grow up","listText":"I hope amazon can faster grow up","text":"I hope amazon can faster grow up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154171075","repostId":"1157317474","repostType":4,"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154173443,"gmtCreate":1625492815282,"gmtModify":1631890739604,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Waiting","listText":"Waiting","text":"Waiting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154173443","repostId":"1166963826","repostType":4,"repost":{"id":"1166963826","kind":"news","pubTimestamp":1625486061,"share":"https://www.laohu8.com/m/news/1166963826?lang=zh_CN&edition=full","pubTime":"2021-07-05 19:54","market":"us","language":"en","title":"US IPO This Week: Just 2 IPOs scheduled for the shortened holiday week<blockquote>本周美国IPO：缩短的假期周仅安排2起IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166963826","media":"renaissancecap...","summary":"Following its busiest week in over a decade, the US IPO market is taking a breather after the holida","content":"<p>Following its busiest week in over a decade, the US IPO market is taking a breather after the holiday with just two IPOs scheduled for the shortened week ahead.</p><p><blockquote>在经历了十多年来最繁忙的一周后，美国IPO市场在假期后休息一下，在未来缩短的一周内仅安排了两起IPO。</blockquote></p><p> While the calendar is quiet at the moment, several companies are primed to launch, including luxury social club&nbsp;<b>Membership Collective Group</b>(MCG), Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV), database provider&nbsp;<b>Couchbase</b>(BASE), and consumer banking platform<b>BlendLabs</b>(BLND).</p><p><blockquote>虽然目前日程平静，但几家公司已准备好推出，其中包括豪华社交俱乐部<b>会员集体组</b>(MCG)，沃尔伯格支持的健身特许经营店<b>F45训练</b>(FXLV)，数据库提供商<b>沙发座</b>（基地）和消费银行平台<b>混合实验室</b>（BLND）。</blockquote></p><p> Chinese healthcare data company&nbsp;<b>LinkDoc Technology</b>(LDOC) plans to raise $200 million at a $1.5 billion market cap. This AI-driven healthcare technology company provides a data platform for patient care and clinical research, specifically within oncology. Unprofitable with strong growth, LinkDoc's platform has cumulatively cared for over 3.5 million patients and provided longitudinal care for over 2.5 million patients since 2015.</p><p><blockquote>中国医疗保健数据公司<b>LinkDoc技术</b>(LDOC)计划以15亿美元的市值筹集2亿美元。这家人工智能驱动的医疗保健技术公司为患者护理和临床研究提供了一个数据平台，特别是在肿瘤学领域。自2015年以来，LinkDoc的平台已累计护理了超过350万名患者，并为超过250万名患者提供了纵向护理。</blockquote></p><p> OTC-list&nbsp;<b>Minim</b>(MINM), which provides intelligent networking products and a WiFi as a Service platform, has not set terms but plans to begin trading in the week ahead.&nbsp;Minim has developed intelligent networking products and a WiFi as a Service platform that powers applications for businesses, service providers, and home users. The company's products can be found in retailers across the US and in over 100 Internet Service Providers broadband offerings.</p><p><blockquote>场外交易清单<b>Minim</b>（MINM）提供智能联网产品和WiFi即服务平台，尚未设定条款，但计划在未来一周开始交易。Minim开发了智能联网产品和WiFi即服务平台，为企业、服务提供商和家庭用户的应用程序提供支持。该公司的产品可以在美国各地的零售商和100多家互联网服务提供商的宽带产品中找到。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/003a0748043153c660ff267811776609\" tg-width=\"1421\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO This Week: Just 2 IPOs scheduled for the shortened holiday week<blockquote>本周美国IPO：缩短的假期周仅安排2起IPO</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO This Week: Just 2 IPOs scheduled for the shortened holiday week<blockquote>本周美国IPO：缩短的假期周仅安排2起IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-07-05 19:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Following its busiest week in over a decade, the US IPO market is taking a breather after the holiday with just two IPOs scheduled for the shortened week ahead.</p><p><blockquote>在经历了十多年来最繁忙的一周后，美国IPO市场在假期后休息一下，在未来缩短的一周内仅安排了两起IPO。</blockquote></p><p> While the calendar is quiet at the moment, several companies are primed to launch, including luxury social club&nbsp;<b>Membership Collective Group</b>(MCG), Wahlberg-backed fitness franchise&nbsp;<b>F45 Training</b>(FXLV), database provider&nbsp;<b>Couchbase</b>(BASE), and consumer banking platform<b>BlendLabs</b>(BLND).</p><p><blockquote>虽然目前日程平静，但几家公司已准备好推出，其中包括豪华社交俱乐部<b>会员集体组</b>(MCG)，沃尔伯格支持的健身特许经营店<b>F45训练</b>(FXLV)，数据库提供商<b>沙发座</b>（基地）和消费银行平台<b>混合实验室</b>（BLND）。</blockquote></p><p> Chinese healthcare data company&nbsp;<b>LinkDoc Technology</b>(LDOC) plans to raise $200 million at a $1.5 billion market cap. This AI-driven healthcare technology company provides a data platform for patient care and clinical research, specifically within oncology. Unprofitable with strong growth, LinkDoc's platform has cumulatively cared for over 3.5 million patients and provided longitudinal care for over 2.5 million patients since 2015.</p><p><blockquote>中国医疗保健数据公司<b>LinkDoc技术</b>(LDOC)计划以15亿美元的市值筹集2亿美元。这家人工智能驱动的医疗保健技术公司为患者护理和临床研究提供了一个数据平台，特别是在肿瘤学领域。自2015年以来，LinkDoc的平台已累计护理了超过350万名患者，并为超过250万名患者提供了纵向护理。</blockquote></p><p> OTC-list&nbsp;<b>Minim</b>(MINM), which provides intelligent networking products and a WiFi as a Service platform, has not set terms but plans to begin trading in the week ahead.&nbsp;Minim has developed intelligent networking products and a WiFi as a Service platform that powers applications for businesses, service providers, and home users. The company's products can be found in retailers across the US and in over 100 Internet Service Providers broadband offerings.</p><p><blockquote>场外交易清单<b>Minim</b>（MINM）提供智能联网产品和WiFi即服务平台，尚未设定条款，但计划在未来一周开始交易。Minim开发了智能联网产品和WiFi即服务平台，为企业、服务提供商和家庭用户的应用程序提供支持。该公司的产品可以在美国各地的零售商和100多家互联网服务提供商的宽带产品中找到。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/003a0748043153c660ff267811776609\" tg-width=\"1421\" tg-height=\"362\" 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.renaissancecapital.com/IPO-Center/News/83625/US-IPO-Week-Ahead-Just-2-IPOs-scheduled-for-the-shortened-holiday-week\">renaissancecap...</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83625/US-IPO-Week-Ahead-Just-2-IPOs-scheduled-for-the-shortened-holiday-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166963826","content_text":"Following its busiest week in over a decade, the US IPO market is taking a breather after the holiday with just two IPOs scheduled for the shortened week ahead.\nWhile the calendar is quiet at the moment, several companies are primed to launch, including luxury social club Membership Collective Group(MCG), Wahlberg-backed fitness franchise F45 Training(FXLV), database provider Couchbase(BASE), and consumer banking platformBlendLabs(BLND).\nChinese healthcare data company LinkDoc Technology(LDOC) plans to raise $200 million at a $1.5 billion market cap. This AI-driven healthcare technology company provides a data platform for patient care and clinical research, specifically within oncology. Unprofitable with strong growth, LinkDoc's platform has cumulatively cared for over 3.5 million patients and provided longitudinal care for over 2.5 million patients since 2015.\nOTC-list Minim(MINM), which provides intelligent networking products and a WiFi as a Service platform, has not set terms but plans to begin trading in the week ahead. Minim has developed intelligent networking products and a WiFi as a Service platform that powers applications for businesses, service providers, and home users. The company's products can be found in retailers across the US and in over 100 Internet Service Providers broadband offerings.","news_type":1,"symbols_score_info":{"LDOC":0.9,"MINM":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155659459,"gmtCreate":1625415794471,"gmtModify":1631892935577,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155659459","repostId":"1133195819","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155659141,"gmtCreate":1625415736083,"gmtModify":1631892935592,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Good to monitor performance&nbsp;","listText":"Good to monitor performance&nbsp;","text":"Good to monitor performance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155659141","repostId":"2148073809","repostType":4,"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155650270,"gmtCreate":1625415608490,"gmtModify":1631892935604,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155650270","repostId":"1170195217","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155650880,"gmtCreate":1625415557240,"gmtModify":1631892935613,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155650880","repostId":"1192425829","repostType":4,"repost":{"id":"1192425829","kind":"news","pubTimestamp":1625362308,"share":"https://www.laohu8.com/m/news/1192425829?lang=zh_CN&edition=full","pubTime":"2021-07-04 09:31","market":"us","language":"en","title":"Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192425829","media":"The Street","summary":"The stock market has given us some incredible returns in the past year or two but there are some war","content":"<p>  The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.  The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p><p><blockquote>在过去的一两年里，股市给我们带来了一些令人难以置信的回报，但也出现了一些警告信号，还有一个需要关注的关键日期。过去18个月里，股市、大宗商品市场和固定收益市场经历了一些疯狂的波动。我们早在1月份就撰写了2021年预测文章（阅读<b>在这里</b>和<b>在这里</b>），但随着大宗商品市场的上涨，油价走强，而市场其他领域正在降温，重新审视今年剩余时间的情况似乎是个好主意。</blockquote></p><p> Let's start our analysis with some monthly candlestick charts.</p><p><blockquote>让我们从一些月度烛台图开始我们的分析。</blockquote></p><p> <b>Candlestick AnalysisDow Jones Industrials</b></p><p><blockquote><b>烛台分析道琼斯工业指数</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p><p><blockquote>在下面道琼斯工业平均指数（道琼斯）的月度日本烛台图中，我们可以看到价格在过去十年中大幅上涨，自2020年3月以来涨幅非常大。在我们的方法上稍微自由一点，我们可以看到自2020年疫情低点以来，有8到10个历史新高的进展。请注意下图中12个月价格动量研究的步伐放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p><p><blockquote>在下面的标普500指数（SPX）月度日本烛台图中，我们可以看到过去10年的另一次大幅上涨。该指数在2015-2016年在2,000点至2,200点附近形成了横向盘整模式，我们在很大程度上从那里翻了一番。当SPX接近4,400点时，看到一些重大获利了结，我不会感到惊讶。这里的势头也在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p><p><blockquote>在下面的纳斯达克月度日本烛台图中，我们可以看到价格比2018年和2019年在7,000点区域的盘整模式翻了一番。价格较2015-2016年5,000点左右的盘整上涨了近两倍。是的，动量研究正在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p><p><blockquote><b>罗素2000</b></blockquote></p><p> In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p><p><blockquote>在这张罗素2000指数(RUT)的月度烛台图中，我们可以看到价格较2020年3月的低点上涨了一倍多。这会让你大吃一惊。随着一串白色蜡烛和势头减弱，我们希望在第三季度前进时更加谨慎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p><p><blockquote>所有这些图表（上图）都显示了8到10个创纪录的高点模式，因此我们应该警惕顶部反转模式。</blockquote></p><p> <b>Advance-Decline Analysis</b></p><p><blockquote><b>进退分析</b></blockquote></p><p> Now, let's turn our attention to the Advance-Decline line.</p><p><blockquote>现在，让我们把注意力转向涨跌线。</blockquote></p><p> <b>Dow Jones Industrials</b></p><p><blockquote><b>道琼斯工业指数</b></blockquote></p><p> In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p><p><blockquote>在下面的道琼斯日线烛台图中，我们显示了自五月初以来一直横向移动的上涨-下跌线。价格走势之间的差异是看跌背离，但道琼斯是一个狭窄的平均值，只有30只股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p><p><blockquote>在下面这张标普500及其上涨-下跌线的图表中，我们可以看到价格和上涨-下跌线向上，因此看跌背离尚未开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p><p><blockquote>在下面的纳斯达克图表中，我们可以看到显着的看跌背离。纳斯达克一直在创出新高，但涨跌幅线自二月份以来一直横向走低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p><p><blockquote><b>纳斯达克100</b></blockquote></p><p> In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p><p><blockquote>在下面这张纳斯达克100指数及其涨跌幅线的图表中，我们看到价格和指标一起上涨。这里没有看跌背离。<b>部门</b></blockquote></p><p> The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p><p><blockquote>市场可以分为11个部分，但我今天只想介绍其中的一部分。<b>能源</b>在下面的标准普尔能源行业ETF(XLE)的周线烛台图中，我们可以看到价格较大流行低点翻了一番。过去四个月，交易量非常大，每周余额交易量停滞不前。12周价格动量研究因看跌背离而减弱。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p><p><blockquote>第三季度可能进一步上涨的两家能源公司是EOG Resources(EOG)和康菲石油公司(COP)。这是图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p><p><blockquote>在下面金融板块ETF(XLF)的日线条形图中，我们可以看到价格已经开始见顶阶段。价格已跌破50日移动平均线。自6月初以来，平衡成交量线已走弱，移动平均线收敛背离(MACD)振荡器已跌破零线，发出直接卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p><p><blockquote><b>技术</b></blockquote></p><p> In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p><p><blockquote>在下面的科技行业ETF(XLK)的每周日本烛台图中，我们可以看到价格较大流行低点上涨了一倍多。自2020年3月以来，交易量一直在减少，每周平衡交易量线在过去12个月中一直处于横盘趋势。底部面板中的12周价格动量研究显示，过去一年的高点较低。这是一个显着的看跌背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p><p><blockquote><b>工业</b></blockquote></p><p> In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p><p><blockquote>在下面工业板块ETF(XLI)的日线条形图中，我们可以看到疲软的情况。价格已跌破50日移动平均线。在过去的两个月里，平衡成交量线已经走弱，MACD振荡指标低于卖出区域的零线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p> In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p><p><blockquote>在下面的iShares 20+年期国债ETF(TLT)的每日点数图中，我们可以看到165美元区域的潜在上行目标价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p><p><blockquote><b>美元</b></blockquote></p><p> In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p><p><blockquote>在美元指数（DXY）的每日日本烛台图中，我们可以看到价格已经停止测试3月底/4月初的高点。DXY可能会缓慢向下漂移，重新测试5月份的低点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p><p><blockquote><b>标记您的日历</b></blockquote></p><p> A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p><p><blockquote>我自20世纪90年代中期以来一直使用的一项技术服务(www.pfr.com)预计8月2日左右将出现大规模“趋势变化”，这值得关注。这可能标志着主要平均指数可能出现10%的回调。下一次趋势变化预计将在10月下旬，这可能是年底反弹的开始。随着8月2日的临近，我们希望密切关注涨跌数据和价格走势。</blockquote></p><p> <b>Sentiment</b></p><p><blockquote><b>情绪</b></blockquote></p><p> No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p><p><blockquote>如果不讨论情绪，任何关于股市的讨论都是不完整的。有很多“迹象”表明股市正在下滑。</blockquote></p><p> I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p><p><blockquote>我看到了许多来自其他技术分析师的市场信件和评论，他们都是看涨的。我收到来自Real Money订阅者的电子邮件，询问这只股票或那只股票，我有两个观察结果：</blockquote></p><p> 1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p><p><blockquote>1.他们询问的名字似乎更具投机性质。我不记得上次有人给我发电子邮件询问无聊的公用事业股票是什么时候了。</blockquote></p><p> 2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p><p><blockquote>2.电子邮件给我留下深刻印象的第二件事是没有认识到风险。每个人都想知道下一个最高价格目标，但他们从不问在哪里移动止损。</blockquote></p><p> Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p><p><blockquote>情绪不是一个精确的指标，其中大部分本质上是轶事，很难量化。预期的Robinhood IPO可能标志着一个转折点。</blockquote></p><p> <b>Bottom-Line Strategy</b></p><p><blockquote><b>底线策略</b></blockquote></p><p> The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p><p><blockquote>在过去的一两年里，股市给了我们一些令人难以置信的回报，但也出现了一些警告信号，交易者需要开始向另一个方向倾斜。</blockquote></p><p> Consider adding to commodity plays as they could be the outperformers of the third quarter.</p><p><blockquote>考虑增加大宗商品投资，因为它们可能是第三季度表现出色的股票。</blockquote></p><p></p><p> Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p><p><blockquote>考虑成为规模扩大的获利者。继续提高止损保护，锁定更多收益。密切关注价格收盘区间。高点通常是在价格接近当天高点时形成的。当市场或您最喜欢的股票下跌时，平衡成交量线是否会随着成交量增加而减弱？</blockquote></p><p> Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p><p><blockquote>密切关注新闻，观察股票和市场因看涨消息而下跌——这告诉我们消息已经打折。</blockquote></p><p></p>","source":"lsy1610613172068","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>Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</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\">\nSecond-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-04 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.  The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p><p><blockquote>在过去的一两年里，股市给我们带来了一些令人难以置信的回报，但也出现了一些警告信号，还有一个需要关注的关键日期。过去18个月里，股市、大宗商品市场和固定收益市场经历了一些疯狂的波动。我们早在1月份就撰写了2021年预测文章（阅读<b>在这里</b>和<b>在这里</b>），但随着大宗商品市场的上涨，油价走强，而市场其他领域正在降温，重新审视今年剩余时间的情况似乎是个好主意。</blockquote></p><p> Let's start our analysis with some monthly candlestick charts.</p><p><blockquote>让我们从一些月度烛台图开始我们的分析。</blockquote></p><p> <b>Candlestick AnalysisDow Jones Industrials</b></p><p><blockquote><b>烛台分析道琼斯工业指数</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p><p><blockquote>在下面道琼斯工业平均指数（道琼斯）的月度日本烛台图中，我们可以看到价格在过去十年中大幅上涨，自2020年3月以来涨幅非常大。在我们的方法上稍微自由一点，我们可以看到自2020年疫情低点以来，有8到10个历史新高的进展。请注意下图中12个月价格动量研究的步伐放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p><p><blockquote>在下面的标普500指数（SPX）月度日本烛台图中，我们可以看到过去10年的另一次大幅上涨。该指数在2015-2016年在2,000点至2,200点附近形成了横向盘整模式，我们在很大程度上从那里翻了一番。当SPX接近4,400点时，看到一些重大获利了结，我不会感到惊讶。这里的势头也在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p><p><blockquote>在下面的纳斯达克月度日本烛台图中，我们可以看到价格比2018年和2019年在7,000点区域的盘整模式翻了一番。价格较2015-2016年5,000点左右的盘整上涨了近两倍。是的，动量研究正在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p><p><blockquote><b>罗素2000</b></blockquote></p><p> In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p><p><blockquote>在这张罗素2000指数(RUT)的月度烛台图中，我们可以看到价格较2020年3月的低点上涨了一倍多。这会让你大吃一惊。随着一串白色蜡烛和势头减弱，我们希望在第三季度前进时更加谨慎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p><p><blockquote>所有这些图表（上图）都显示了8到10个创纪录的高点模式，因此我们应该警惕顶部反转模式。</blockquote></p><p> <b>Advance-Decline Analysis</b></p><p><blockquote><b>进退分析</b></blockquote></p><p> Now, let's turn our attention to the Advance-Decline line.</p><p><blockquote>现在，让我们把注意力转向涨跌线。</blockquote></p><p> <b>Dow Jones Industrials</b></p><p><blockquote><b>道琼斯工业指数</b></blockquote></p><p> In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p><p><blockquote>在下面的道琼斯日线烛台图中，我们显示了自五月初以来一直横向移动的上涨-下跌线。价格走势之间的差异是看跌背离，但道琼斯是一个狭窄的平均值，只有30只股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p><p><blockquote>在下面这张标普500及其上涨-下跌线的图表中，我们可以看到价格和上涨-下跌线向上，因此看跌背离尚未开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p><p><blockquote>在下面的纳斯达克图表中，我们可以看到显着的看跌背离。纳斯达克一直在创出新高，但涨跌幅线自二月份以来一直横向走低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p><p><blockquote><b>纳斯达克100</b></blockquote></p><p> In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p><p><blockquote>在下面这张纳斯达克100指数及其涨跌幅线的图表中，我们看到价格和指标一起上涨。这里没有看跌背离。<b>部门</b></blockquote></p><p> The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p><p><blockquote>市场可以分为11个部分，但我今天只想介绍其中的一部分。<b>能源</b>在下面的标准普尔能源行业ETF(XLE)的周线烛台图中，我们可以看到价格较大流行低点翻了一番。过去四个月，交易量非常大，每周余额交易量停滞不前。12周价格动量研究因看跌背离而减弱。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p><p><blockquote>第三季度可能进一步上涨的两家能源公司是EOG Resources(EOG)和康菲石油公司(COP)。这是图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p><p><blockquote>在下面金融板块ETF(XLF)的日线条形图中，我们可以看到价格已经开始见顶阶段。价格已跌破50日移动平均线。自6月初以来，平衡成交量线已走弱，移动平均线收敛背离(MACD)振荡器已跌破零线，发出直接卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p><p><blockquote><b>技术</b></blockquote></p><p> In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p><p><blockquote>在下面的科技行业ETF(XLK)的每周日本烛台图中，我们可以看到价格较大流行低点上涨了一倍多。自2020年3月以来，交易量一直在减少，每周平衡交易量线在过去12个月中一直处于横盘趋势。底部面板中的12周价格动量研究显示，过去一年的高点较低。这是一个显着的看跌背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p><p><blockquote><b>工业</b></blockquote></p><p> In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p><p><blockquote>在下面工业板块ETF(XLI)的日线条形图中，我们可以看到疲软的情况。价格已跌破50日移动平均线。在过去的两个月里，平衡成交量线已经走弱，MACD振荡指标低于卖出区域的零线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p> In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p><p><blockquote>在下面的iShares 20+年期国债ETF(TLT)的每日点数图中，我们可以看到165美元区域的潜在上行目标价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p><p><blockquote><b>美元</b></blockquote></p><p> In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p><p><blockquote>在美元指数（DXY）的每日日本烛台图中，我们可以看到价格已经停止测试3月底/4月初的高点。DXY可能会缓慢向下漂移，重新测试5月份的低点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p><p><blockquote><b>标记您的日历</b></blockquote></p><p> A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p><p><blockquote>我自20世纪90年代中期以来一直使用的一项技术服务(www.pfr.com)预计8月2日左右将出现大规模“趋势变化”，这值得关注。这可能标志着主要平均指数可能出现10%的回调。下一次趋势变化预计将在10月下旬，这可能是年底反弹的开始。随着8月2日的临近，我们希望密切关注涨跌数据和价格走势。</blockquote></p><p> <b>Sentiment</b></p><p><blockquote><b>情绪</b></blockquote></p><p> No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p><p><blockquote>如果不讨论情绪，任何关于股市的讨论都是不完整的。有很多“迹象”表明股市正在下滑。</blockquote></p><p> I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p><p><blockquote>我看到了许多来自其他技术分析师的市场信件和评论，他们都是看涨的。我收到来自Real Money订阅者的电子邮件，询问这只股票或那只股票，我有两个观察结果：</blockquote></p><p> 1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p><p><blockquote>1.他们询问的名字似乎更具投机性质。我不记得上次有人给我发电子邮件询问无聊的公用事业股票是什么时候了。</blockquote></p><p> 2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p><p><blockquote>2.电子邮件给我留下深刻印象的第二件事是没有认识到风险。每个人都想知道下一个最高价格目标，但他们从不问在哪里移动止损。</blockquote></p><p> Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p><p><blockquote>情绪不是一个精确的指标，其中大部分本质上是轶事，很难量化。预期的Robinhood IPO可能标志着一个转折点。</blockquote></p><p> <b>Bottom-Line Strategy</b></p><p><blockquote><b>底线策略</b></blockquote></p><p> The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p><p><blockquote>在过去的一两年里，股市给了我们一些令人难以置信的回报，但也出现了一些警告信号，交易者需要开始向另一个方向倾斜。</blockquote></p><p> Consider adding to commodity plays as they could be the outperformers of the third quarter.</p><p><blockquote>考虑增加大宗商品投资，因为它们可能是第三季度表现出色的股票。</blockquote></p><p></p><p> Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p><p><blockquote>考虑成为规模扩大的获利者。继续提高止损保护，锁定更多收益。密切关注价格收盘区间。高点通常是在价格接近当天高点时形成的。当市场或您最喜欢的股票下跌时，平衡成交量线是否会随着成交量增加而减弱？</blockquote></p><p> Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p><p><blockquote>密切关注新闻，观察股票和市场因看涨消息而下跌——这告诉我们消息已经打折。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192425829","content_text":"The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n\nThe stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (readhereandhere), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.\nLet's start our analysis with some monthly candlestick charts.\nCandlestick AnalysisDow Jones Industrials\nIn this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.\nS&P 500\nIn this monthly Japanese candlestick chart of the S&P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.\nNasdaq\nIn this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.\nRussell 2000\nIn this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.\nAll these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.\nAdvance-Decline Analysis\nNow, let's turn our attention to the Advance-Decline line.\nDow Jones Industrials\nIn this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.\nS&P 500\nIn this chart of the S&P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.\nNasdaq\nIn this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.\nNasdaq 100\nIn this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.Sectors\nThe marketplace can be broken down into 11 sectors but I want to cover just part of the list today.EnergyIn this weekly candlestick chart of the (XLE) , the S&P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.\n\nTwo energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.\nFinancials\nIn this daily bar chart of the (XLF) ,  the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.\nTechnology\nIn this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.\nIndustrials\nIn this daily bar chart of the (XLI)  , the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.\nBonds\nIn this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.\nU.S. Dollar\nIn this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.\nMark Your Calendars\nA technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.\nSentiment\nNo discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.\nI see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:\n1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.\n2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.\nSentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.\nBottom-Line Strategy\nThe stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.\nConsider adding to commodity plays as they could be the outperformers of the third quarter.\nConsider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?\nPay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155650137,"gmtCreate":1625415537929,"gmtModify":1631892935625,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155650137","repostId":"1129944702","repostType":4,"repost":{"id":"1129944702","kind":"news","pubTimestamp":1625364641,"share":"https://www.laohu8.com/m/news/1129944702?lang=zh_CN&edition=full","pubTime":"2021-07-04 10:10","market":"us","language":"en","title":"Is the stock market closed for the July Fourth holiday? Here’s what you need to know<blockquote>七四假期股市休市吗？这是你需要知道的</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129944702","media":"MarketWatch","summary":"Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day week","content":"<p>  <b>Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day weekend.</b>  Independence Day falls on Sunday this year, so U.S. financial markets will be closed on Monday.</p><p><blockquote><b>独立日将于周一庆祝，但许多美国人正在路上度过为期三天的周末。</b>今年的独立日是周日，因此美国金融市场将在周一休市。</blockquote></p><p> TheNew York Stock Exchangeand theNasdaqshut at the end of regular trade Friday.</p><p><blockquote>纽约证券交易所和纳斯达克在周五常规交易结束时休市。</blockquote></p><p> Trading in oil futuresCL.1,-0.05%and other energy products on the New York Mercantile Exchange will resume at its regular time of 6 p.m. Eastern Monday.</p><p><blockquote>纽约商品交易所石油期货CL.1,-0.05%和其他能源产品的交易将于东部时间周一下午6点恢复。</blockquote></p><p> The holiday may feel especially festive this year: after being cooped up for the past year, nearly 44 million Americans are expected to take to the road, even as gas prices hit their highest since 2014 and rental cars remain scarce.</p><p><blockquote>今年的假期可能会让人感觉特别喜庆：在被关了一年之后，预计将有近4400万美国人上路，尽管汽油价格达到2014年以来的最高水平，租车仍然稀缺。</blockquote></p><p> But there’s still reason to be cautious: public-health officials are nervously watching the new delta variant of COVID-19, whichhas now been found in all 50 states and Washington, D.C.Gatherings of fans for the Euro 2020 football tournament are likely to blame for the resurgence of cases there,the World Health Organization saidThursday.</p><p><blockquote>但仍有理由保持谨慎：公共卫生官员正在紧张地关注新冠肺炎(COVID-19)的新德尔塔变异毒株，目前已在所有50个州和华盛顿特区发现。世界卫生组织周四表示，2020年欧洲杯足球赛的球迷聚会可能是该地区病例死灰复燃的原因。</blockquote></p><p> Risky July Fourth practices long predate COVID-19, however.The Library of Congressnotes that there were 1,531 deaths between 1903 and 1910 from “fireworks and other incidents during July 4th celebrations.” In 1909, more than 5,000 Americans were injured, leading President Taft to appeal for a “Sane Fourth.”</p><p><blockquote>然而，冒险的7月4日做法早在新冠肺炎之前。美国国会图书馆指出，1903年至1910年间，有1531人死于“7月4日庆祝活动期间的烟花和其他事件”。1909年，超过5000名美国人受伤，导致塔夫脱总统呼吁“理智的第四个”。</blockquote></p><p> There may be some reason to approach financial markets with some caution, as well. All threebenchmark indexes swept to fresh highs Friday, marking the seventh in a row for the S&amp;P 500 indexSPX,+0.75%.</p><p><blockquote>也可能有一些理由谨慎对待金融市场。周五，所有三个基准指数均创下新高，标普500指数SPX连续第七次上涨，上涨0.75%。</blockquote></p><p> The S&amp;P, along with the Dow Jones Industrial AverageDJIA,+0.44%and Nasdaq Composite indexCOMP,+0.81%booked their best first half of the year since 2019, according to Dow Jones Market data.</p><p><blockquote>根据道琼斯市场数据，标准普尔指数、道琼斯工业平均指数DJIA(+0.44%)和纳斯达克综合指数COMP(+0.81%)创下了自2019年以来最好的上半年表现。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the stock market closed for the July Fourth holiday? Here’s what you need to know<blockquote>七四假期股市休市吗？这是你需要知道的</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the stock market closed for the July Fourth holiday? Here’s what you need to know<blockquote>七四假期股市休市吗？这是你需要知道的</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-04 10:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day weekend.</b>  Independence Day falls on Sunday this year, so U.S. financial markets will be closed on Monday.</p><p><blockquote><b>独立日将于周一庆祝，但许多美国人正在路上度过为期三天的周末。</b>今年的独立日是周日，因此美国金融市场将在周一休市。</blockquote></p><p> TheNew York Stock Exchangeand theNasdaqshut at the end of regular trade Friday.</p><p><blockquote>纽约证券交易所和纳斯达克在周五常规交易结束时休市。</blockquote></p><p> Trading in oil futuresCL.1,-0.05%and other energy products on the New York Mercantile Exchange will resume at its regular time of 6 p.m. Eastern Monday.</p><p><blockquote>纽约商品交易所石油期货CL.1,-0.05%和其他能源产品的交易将于东部时间周一下午6点恢复。</blockquote></p><p> The holiday may feel especially festive this year: after being cooped up for the past year, nearly 44 million Americans are expected to take to the road, even as gas prices hit their highest since 2014 and rental cars remain scarce.</p><p><blockquote>今年的假期可能会让人感觉特别喜庆：在被关了一年之后，预计将有近4400万美国人上路，尽管汽油价格达到2014年以来的最高水平，租车仍然稀缺。</blockquote></p><p> But there’s still reason to be cautious: public-health officials are nervously watching the new delta variant of COVID-19, whichhas now been found in all 50 states and Washington, D.C.Gatherings of fans for the Euro 2020 football tournament are likely to blame for the resurgence of cases there,the World Health Organization saidThursday.</p><p><blockquote>但仍有理由保持谨慎：公共卫生官员正在紧张地关注新冠肺炎(COVID-19)的新德尔塔变异毒株，目前已在所有50个州和华盛顿特区发现。世界卫生组织周四表示，2020年欧洲杯足球赛的球迷聚会可能是该地区病例死灰复燃的原因。</blockquote></p><p> Risky July Fourth practices long predate COVID-19, however.The Library of Congressnotes that there were 1,531 deaths between 1903 and 1910 from “fireworks and other incidents during July 4th celebrations.” In 1909, more than 5,000 Americans were injured, leading President Taft to appeal for a “Sane Fourth.”</p><p><blockquote>然而，冒险的7月4日做法早在新冠肺炎之前。美国国会图书馆指出，1903年至1910年间，有1531人死于“7月4日庆祝活动期间的烟花和其他事件”。1909年，超过5000名美国人受伤，导致塔夫脱总统呼吁“理智的第四个”。</blockquote></p><p> There may be some reason to approach financial markets with some caution, as well. All threebenchmark indexes swept to fresh highs Friday, marking the seventh in a row for the S&amp;P 500 indexSPX,+0.75%.</p><p><blockquote>也可能有一些理由谨慎对待金融市场。周五，所有三个基准指数均创下新高，标普500指数SPX连续第七次上涨，上涨0.75%。</blockquote></p><p> The S&amp;P, along with the Dow Jones Industrial AverageDJIA,+0.44%and Nasdaq Composite indexCOMP,+0.81%booked their best first half of the year since 2019, according to Dow Jones Market data.</p><p><blockquote>根据道琼斯市场数据，标准普尔指数、道琼斯工业平均指数DJIA(+0.44%)和纳斯达克综合指数COMP(+0.81%)创下了自2019年以来最好的上半年表现。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/heres-what-you-need-to-know-about-markets-and-the-july-fourth-u-s-holiday-11625240660?mod=hp_LATEST&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364288&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364294\">MarketWatch</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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/heres-what-you-need-to-know-about-markets-and-the-july-fourth-u-s-holiday-11625240660?mod=hp_LATEST&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364288&adobe_mc=MCMID%3D81959659291108299300573327490633825258%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1625364294","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129944702","content_text":"Independence Day will be observed Monday, but many Americans are taking to the road for a 3-day weekend.\n\nIndependence Day falls on Sunday this year, so U.S. financial markets will be closed on Monday.\nTheNew York Stock Exchangeand theNasdaqshut at the end of regular trade Friday.\nTrading in oil futuresCL.1,-0.05%and other energy products on the New York Mercantile Exchange will resume at its regular time of 6 p.m. Eastern Monday.\nThe holiday may feel especially festive this year: after being cooped up for the past year, nearly 44 million Americans are expected to take to the road, even as gas prices hit their highest since 2014 and rental cars remain scarce.\nBut there’s still reason to be cautious: public-health officials are nervously watching the new delta variant of COVID-19, whichhas now been found in all 50 states and Washington, D.C.Gatherings of fans for the Euro 2020 football tournament are likely to blame for the resurgence of cases there,the World Health Organization saidThursday.\nRisky July Fourth practices long predate COVID-19, however.The Library of Congressnotes that there were 1,531 deaths between 1903 and 1910 from “fireworks and other incidents during July 4th celebrations.” In 1909, more than 5,000 Americans were injured, leading President Taft to appeal for a “Sane Fourth.”\nThere may be some reason to approach financial markets with some caution, as well. All threebenchmark indexes swept to fresh highs Friday, marking the seventh in a row for the S&P 500 indexSPX,+0.75%.\nThe S&P, along with the Dow Jones Industrial AverageDJIA,+0.44%and Nasdaq Composite indexCOMP,+0.81%booked their best first half of the year since 2019, according to Dow Jones Market data.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155650071,"gmtCreate":1625415515693,"gmtModify":1631892935638,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155650071","repostId":"1109375790","repostType":4,"repost":{"id":"1109375790","kind":"news","pubTimestamp":1625370494,"share":"https://www.laohu8.com/m/news/1109375790?lang=zh_CN&edition=full","pubTime":"2021-07-04 11:48","market":"us","language":"en","title":"Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败了标普500 30%-50%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109375790","media":"MarketWatch","summary":"More predictable businesses tend to be more profitable stock investments.Trust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders  who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.TheTrust Across America initiative has identified the most trustworthy U.S. public co","content":"<p>  <b>More predictable businesses tend to be more profitable stock investments.</b>  Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p><p><blockquote><b>更可预测的业务往往是更有利可图的股票投资。</b>信任是公司可以培养的最有价值的资产之一。在一个组织内，信任渗透到文化中。在组织之外，它转化为忠诚。重视所有利益相关者（员工、客户和股东）之间长期信任的优质股东（QS）在其投资实践中坚持这一观点。</blockquote></p><p> TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p><p><blockquote>全美信任(TAA)倡议已经确定了最值得信赖的美国。上市公司使用客观和定量指标，包括会计稳健性和财务稳定性，以及员工评论和新闻报道等更主观标准的二级筛选。</blockquote></p><p> Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p><p><blockquote>被认为值得信赖的公司在我负责的质量股东倡议（QSI）以及我用来交叉检查QSI数据的EQX专有数据库制作的股东质量排名中也往往排名很高。</blockquote></p><p> TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p><p><blockquote>TAA对2020年标准普尔500SPX指数+0.75%的评估确定了51家公司，其中49家也被纳入QSI排名。比较两者，超过四分之一的TAA顶级公司位于QSI的前十分位；三分之二位于前四分之一，除两人（92%）外，其余均位于前半部分。</blockquote></p><p> Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p><p><blockquote>值得注意的是，近五年来，TAA前10名和QSI前25名的表现分别比标普500高出30%和50%。以下是在信任度和质量方面得分较高的公司样本：</blockquote></p><p> Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p><p><blockquote>德州仪器STXN,+0.72%的大部分收入来自销售计算机芯片，是全球最大的半导体制造商之一。该公司由一群电气工程师于1951年创立，拥有智能创新文化。其业务受到四条保护性“护城河”的保护，包括：得益于员工的制造和技术技能；广泛的处理芯片产品组合，满足广泛的客户需求；其市场渠道的覆盖范围得益于这两者，以及其多样性和寿命。</blockquote></p><p> For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p><p><blockquote>对于投资者来说，这是一个制胜秘诀，特别是与德州仪器的资本管理策略相结合时，该策略旨在最大限度地提高公司每股自由现金流的长期增长，并根据QS剧本分配此类资本，优先考虑明智的再投资、严格的收购、低价股票回购和股东股息。该公司一些著名的QS包括：Alliance Bernstein、Bessemer Group、Capital World Investors、State Farm Mutual和T.Rowe Price Group。</blockquote></p><p> Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p><p><blockquote>这份名单上的另一只股票EcolabECL，+0.77%，是水处理领域的全球领导者。该公司成立于1923年，原名经济实验室，其长期前景体现在高级领导层的长寿上：该公司在近100年的历史中只有7位首席执行官。</blockquote></p><p> Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p><p><blockquote>这些首席执行官灌输了一种客户关怀文化，坚持不懈地帮助客户解决问题和实现目标。作为一个学习型组织，这种绩效文化渗透到从生产到销售的业务中，因为员工致力于成为客户不可或缺的长期目标。管理层通过长期激励和高度自主权来奖励员工的信念。艺康的QSs包括：Cantillon Capital、Clearbridge Investments、Franklin Resources和盖茨基金会。</blockquote></p><p> Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p><p><blockquote>最后，考虑一下全球最大的可回收容器制造商Ball CorporationBLL，-0.68%。该公司由两位企业家兄弟于1800年代末创立，他们预见到梅森罐专利即将到期，并建造了一座玻璃吹制工厂来制造此类罐子。</blockquote></p><p> Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p><p><blockquote>鲍尔的特点仍然是家庭、创新和自然资源意识的文化。例如，鲍尔预见到生态和商业需要从回收成本高且对环境造成破坏的PET和玻璃容器转向环保且有利可图的铝。该公司采用经济附加值（EVA）来确保每一美元都花得值，长期员工激励薪酬来奖励长期可持续增长，以及创业自由精神。QSs包括：奇尔顿投资公司；T.罗普莱斯；惠灵顿管理集团和温斯洛资本管理公司。</blockquote></p><p> While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p><p><blockquote>虽然一些投资者只关注底线，而另一些投资者只关注企业美德的信号，但考虑到信任和长期价值之间的内在关系，QSs是全面的。尽管企业文化中的信任概念看起来很模糊，但它是一个值得探索的有利可图的道德价值。</blockquote></p><p></p>","source":"lsy1603348471595","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 high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败了标普500 30%-50%</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 high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败了标普500 30%-50%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-04 11:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>More predictable businesses tend to be more profitable stock investments.</b>  Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p><p><blockquote><b>更可预测的业务往往是更有利可图的股票投资。</b>信任是公司可以培养的最有价值的资产之一。在一个组织内，信任渗透到文化中。在组织之外，它转化为忠诚。重视所有利益相关者（员工、客户和股东）之间长期信任的优质股东（QS）在其投资实践中坚持这一观点。</blockquote></p><p> TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p><p><blockquote>全美信任(TAA)倡议已经确定了最值得信赖的美国。上市公司使用客观和定量指标，包括会计稳健性和财务稳定性，以及员工评论和新闻报道等更主观标准的二级筛选。</blockquote></p><p> Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p><p><blockquote>被认为值得信赖的公司在我负责的质量股东倡议（QSI）以及我用来交叉检查QSI数据的EQX专有数据库制作的股东质量排名中也往往排名很高。</blockquote></p><p> TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p><p><blockquote>TAA对2020年标准普尔500SPX指数+0.75%的评估确定了51家公司，其中49家也被纳入QSI排名。比较两者，超过四分之一的TAA顶级公司位于QSI的前十分位；三分之二位于前四分之一，除两人（92%）外，其余均位于前半部分。</blockquote></p><p> Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p><p><blockquote>值得注意的是，近五年来，TAA前10名和QSI前25名的表现分别比标普500高出30%和50%。以下是在信任度和质量方面得分较高的公司样本：</blockquote></p><p> Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p><p><blockquote>德州仪器STXN,+0.72%的大部分收入来自销售计算机芯片，是全球最大的半导体制造商之一。该公司由一群电气工程师于1951年创立，拥有智能创新文化。其业务受到四条保护性“护城河”的保护，包括：得益于员工的制造和技术技能；广泛的处理芯片产品组合，满足广泛的客户需求；其市场渠道的覆盖范围得益于这两者，以及其多样性和寿命。</blockquote></p><p> For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p><p><blockquote>对于投资者来说，这是一个制胜秘诀，特别是与德州仪器的资本管理策略相结合时，该策略旨在最大限度地提高公司每股自由现金流的长期增长，并根据QS剧本分配此类资本，优先考虑明智的再投资、严格的收购、低价股票回购和股东股息。该公司一些著名的QS包括：Alliance Bernstein、Bessemer Group、Capital World Investors、State Farm Mutual和T.Rowe Price Group。</blockquote></p><p> Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p><p><blockquote>这份名单上的另一只股票EcolabECL，+0.77%，是水处理领域的全球领导者。该公司成立于1923年，原名经济实验室，其长期前景体现在高级领导层的长寿上：该公司在近100年的历史中只有7位首席执行官。</blockquote></p><p> Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p><p><blockquote>这些首席执行官灌输了一种客户关怀文化，坚持不懈地帮助客户解决问题和实现目标。作为一个学习型组织，这种绩效文化渗透到从生产到销售的业务中，因为员工致力于成为客户不可或缺的长期目标。管理层通过长期激励和高度自主权来奖励员工的信念。艺康的QSs包括：Cantillon Capital、Clearbridge Investments、Franklin Resources和盖茨基金会。</blockquote></p><p> Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p><p><blockquote>最后，考虑一下全球最大的可回收容器制造商Ball CorporationBLL，-0.68%。该公司由两位企业家兄弟于1800年代末创立，他们预见到梅森罐专利即将到期，并建造了一座玻璃吹制工厂来制造此类罐子。</blockquote></p><p> Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p><p><blockquote>鲍尔的特点仍然是家庭、创新和自然资源意识的文化。例如，鲍尔预见到生态和商业需要从回收成本高且对环境造成破坏的PET和玻璃容器转向环保且有利可图的铝。该公司采用经济附加值（EVA）来确保每一美元都花得值，长期员工激励薪酬来奖励长期可持续增长，以及创业自由精神。QSs包括：奇尔顿投资公司；T.罗普莱斯；惠灵顿管理集团和温斯洛资本管理公司。</blockquote></p><p> While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p><p><blockquote>虽然一些投资者只关注底线，而另一些投资者只关注企业美德的信号，但考虑到信任和长期价值之间的内在关系，QSs是全面的。尽管企业文化中的信任概念看起来很模糊，但它是一个值得探索的有利可图的道德价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews\">MarketWatch</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",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109375790","content_text":"More predictable businesses tend to be more profitable stock investments.\n\nTrust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.\nTheTrust Across America(TAA) initiative has identified the most trustworthy U.S. public companies using objective and quantitative indicators including accounting conservativeness and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.\nCompanies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the Quality Shareholders Initiative (QSI), which I run, as well as the proprietary database of EQX, which I use to cross-check the QSI data.\nTAA’s assessment of the S&P 500SPX,+0.75%in 2020 identified 51 companies, of which 49 are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.\nNotably, both the TAA top 10 and the QSI Top 25 outperformed the S&P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:\nTexas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.\nFor investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to allocate such capital in accordance with the QS playbook that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.\nAnother stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.\nThose CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy. Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.\nFinally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.  Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.\nBall remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington Management Group and Winslow Capital Management.\nWhile some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":154171075,"gmtCreate":1625492866397,"gmtModify":1631890739602,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"I hope amazon can faster grow up","listText":"I hope amazon can faster grow up","text":"I hope amazon can faster grow up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154171075","repostId":"1157317474","repostType":4,"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158060746,"gmtCreate":1625114127485,"gmtModify":1633944624407,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158060746","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://www.laohu8.com/m/news/1178516480?lang=zh_CN&edition=full","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-01 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）-标普500周三连续第五次创下收盘新高，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127432371,"gmtCreate":1624861941193,"gmtModify":1631885193930,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Gogo","listText":"Gogo","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/127432371","repostId":"2146007118","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174404365,"gmtCreate":1627119653957,"gmtModify":1631890739578,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"🙃🙃🙃","listText":"🙃🙃🙃","text":"🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174404365","repostId":"1170350340","repostType":4,"isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155627757,"gmtCreate":1625415493879,"gmtModify":1631892935651,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155627757","repostId":"1189605893","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155650071,"gmtCreate":1625415515693,"gmtModify":1631892935638,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155650071","repostId":"1109375790","repostType":4,"repost":{"id":"1109375790","kind":"news","pubTimestamp":1625370494,"share":"https://www.laohu8.com/m/news/1109375790?lang=zh_CN&edition=full","pubTime":"2021-07-04 11:48","market":"us","language":"en","title":"Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败了标普500 30%-50%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109375790","media":"MarketWatch","summary":"More predictable businesses tend to be more profitable stock investments.Trust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders  who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.TheTrust Across America initiative has identified the most trustworthy U.S. public co","content":"<p>  <b>More predictable businesses tend to be more profitable stock investments.</b>  Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p><p><blockquote><b>更可预测的业务往往是更有利可图的股票投资。</b>信任是公司可以培养的最有价值的资产之一。在一个组织内，信任渗透到文化中。在组织之外，它转化为忠诚。重视所有利益相关者（员工、客户和股东）之间长期信任的优质股东（QS）在其投资实践中坚持这一观点。</blockquote></p><p> TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p><p><blockquote>全美信任(TAA)倡议已经确定了最值得信赖的美国。上市公司使用客观和定量指标，包括会计稳健性和财务稳定性，以及员工评论和新闻报道等更主观标准的二级筛选。</blockquote></p><p> Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p><p><blockquote>被认为值得信赖的公司在我负责的质量股东倡议（QSI）以及我用来交叉检查QSI数据的EQX专有数据库制作的股东质量排名中也往往排名很高。</blockquote></p><p> TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p><p><blockquote>TAA对2020年标准普尔500SPX指数+0.75%的评估确定了51家公司，其中49家也被纳入QSI排名。比较两者，超过四分之一的TAA顶级公司位于QSI的前十分位；三分之二位于前四分之一，除两人（92%）外，其余均位于前半部分。</blockquote></p><p> Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p><p><blockquote>值得注意的是，近五年来，TAA前10名和QSI前25名的表现分别比标普500高出30%和50%。以下是在信任度和质量方面得分较高的公司样本：</blockquote></p><p> Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p><p><blockquote>德州仪器STXN,+0.72%的大部分收入来自销售计算机芯片，是全球最大的半导体制造商之一。该公司由一群电气工程师于1951年创立，拥有智能创新文化。其业务受到四条保护性“护城河”的保护，包括：得益于员工的制造和技术技能；广泛的处理芯片产品组合，满足广泛的客户需求；其市场渠道的覆盖范围得益于这两者，以及其多样性和寿命。</blockquote></p><p> For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p><p><blockquote>对于投资者来说，这是一个制胜秘诀，特别是与德州仪器的资本管理策略相结合时，该策略旨在最大限度地提高公司每股自由现金流的长期增长，并根据QS剧本分配此类资本，优先考虑明智的再投资、严格的收购、低价股票回购和股东股息。该公司一些著名的QS包括：Alliance Bernstein、Bessemer Group、Capital World Investors、State Farm Mutual和T.Rowe Price Group。</blockquote></p><p> Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p><p><blockquote>这份名单上的另一只股票EcolabECL，+0.77%，是水处理领域的全球领导者。该公司成立于1923年，原名经济实验室，其长期前景体现在高级领导层的长寿上：该公司在近100年的历史中只有7位首席执行官。</blockquote></p><p> Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p><p><blockquote>这些首席执行官灌输了一种客户关怀文化，坚持不懈地帮助客户解决问题和实现目标。作为一个学习型组织，这种绩效文化渗透到从生产到销售的业务中，因为员工致力于成为客户不可或缺的长期目标。管理层通过长期激励和高度自主权来奖励员工的信念。艺康的QSs包括：Cantillon Capital、Clearbridge Investments、Franklin Resources和盖茨基金会。</blockquote></p><p> Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p><p><blockquote>最后，考虑一下全球最大的可回收容器制造商Ball CorporationBLL，-0.68%。该公司由两位企业家兄弟于1800年代末创立，他们预见到梅森罐专利即将到期，并建造了一座玻璃吹制工厂来制造此类罐子。</blockquote></p><p> Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p><p><blockquote>鲍尔的特点仍然是家庭、创新和自然资源意识的文化。例如，鲍尔预见到生态和商业需要从回收成本高且对环境造成破坏的PET和玻璃容器转向环保且有利可图的铝。该公司采用经济附加值（EVA）来确保每一美元都花得值，长期员工激励薪酬来奖励长期可持续增长，以及创业自由精神。QSs包括：奇尔顿投资公司；T.罗普莱斯；惠灵顿管理集团和温斯洛资本管理公司。</blockquote></p><p> While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p><p><blockquote>虽然一些投资者只关注底线，而另一些投资者只关注企业美德的信号，但考虑到信任和长期价值之间的内在关系，QSs是全面的。尽管企业文化中的信任概念看起来很模糊，但它是一个值得探索的有利可图的道德价值。</blockquote></p><p></p>","source":"lsy1603348471595","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 high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败了标普500 30%-50%</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 high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%<blockquote>为什么高质量、值得信赖的公司击败了标普500 30%-50%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-04 11:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>More predictable businesses tend to be more profitable stock investments.</b>  Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p><p><blockquote><b>更可预测的业务往往是更有利可图的股票投资。</b>信任是公司可以培养的最有价值的资产之一。在一个组织内，信任渗透到文化中。在组织之外，它转化为忠诚。重视所有利益相关者（员工、客户和股东）之间长期信任的优质股东（QS）在其投资实践中坚持这一观点。</blockquote></p><p> TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p><p><blockquote>全美信任(TAA)倡议已经确定了最值得信赖的美国。上市公司使用客观和定量指标，包括会计稳健性和财务稳定性，以及员工评论和新闻报道等更主观标准的二级筛选。</blockquote></p><p> Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p><p><blockquote>被认为值得信赖的公司在我负责的质量股东倡议（QSI）以及我用来交叉检查QSI数据的EQX专有数据库制作的股东质量排名中也往往排名很高。</blockquote></p><p> TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p><p><blockquote>TAA对2020年标准普尔500SPX指数+0.75%的评估确定了51家公司，其中49家也被纳入QSI排名。比较两者，超过四分之一的TAA顶级公司位于QSI的前十分位；三分之二位于前四分之一，除两人（92%）外，其余均位于前半部分。</blockquote></p><p> Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p><p><blockquote>值得注意的是，近五年来，TAA前10名和QSI前25名的表现分别比标普500高出30%和50%。以下是在信任度和质量方面得分较高的公司样本：</blockquote></p><p> Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p><p><blockquote>德州仪器STXN,+0.72%的大部分收入来自销售计算机芯片，是全球最大的半导体制造商之一。该公司由一群电气工程师于1951年创立，拥有智能创新文化。其业务受到四条保护性“护城河”的保护，包括：得益于员工的制造和技术技能；广泛的处理芯片产品组合，满足广泛的客户需求；其市场渠道的覆盖范围得益于这两者，以及其多样性和寿命。</blockquote></p><p> For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p><p><blockquote>对于投资者来说，这是一个制胜秘诀，特别是与德州仪器的资本管理策略相结合时，该策略旨在最大限度地提高公司每股自由现金流的长期增长，并根据QS剧本分配此类资本，优先考虑明智的再投资、严格的收购、低价股票回购和股东股息。该公司一些著名的QS包括：Alliance Bernstein、Bessemer Group、Capital World Investors、State Farm Mutual和T.Rowe Price Group。</blockquote></p><p> Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p><p><blockquote>这份名单上的另一只股票EcolabECL，+0.77%，是水处理领域的全球领导者。该公司成立于1923年，原名经济实验室，其长期前景体现在高级领导层的长寿上：该公司在近100年的历史中只有7位首席执行官。</blockquote></p><p> Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p><p><blockquote>这些首席执行官灌输了一种客户关怀文化，坚持不懈地帮助客户解决问题和实现目标。作为一个学习型组织，这种绩效文化渗透到从生产到销售的业务中，因为员工致力于成为客户不可或缺的长期目标。管理层通过长期激励和高度自主权来奖励员工的信念。艺康的QSs包括：Cantillon Capital、Clearbridge Investments、Franklin Resources和盖茨基金会。</blockquote></p><p> Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p><p><blockquote>最后，考虑一下全球最大的可回收容器制造商Ball CorporationBLL，-0.68%。该公司由两位企业家兄弟于1800年代末创立，他们预见到梅森罐专利即将到期，并建造了一座玻璃吹制工厂来制造此类罐子。</blockquote></p><p> Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p><p><blockquote>鲍尔的特点仍然是家庭、创新和自然资源意识的文化。例如，鲍尔预见到生态和商业需要从回收成本高且对环境造成破坏的PET和玻璃容器转向环保且有利可图的铝。该公司采用经济附加值（EVA）来确保每一美元都花得值，长期员工激励薪酬来奖励长期可持续增长，以及创业自由精神。QSs包括：奇尔顿投资公司；T.罗普莱斯；惠灵顿管理集团和温斯洛资本管理公司。</blockquote></p><p> While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p><p><blockquote>虽然一些投资者只关注底线，而另一些投资者只关注企业美德的信号，但考虑到信任和长期价值之间的内在关系，QSs是全面的。尽管企业文化中的信任概念看起来很模糊，但它是一个值得探索的有利可图的道德价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews\">MarketWatch</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",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109375790","content_text":"More predictable businesses tend to be more profitable stock investments.\n\nTrust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.\nTheTrust Across America(TAA) initiative has identified the most trustworthy U.S. public companies using objective and quantitative indicators including accounting conservativeness and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.\nCompanies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the Quality Shareholders Initiative (QSI), which I run, as well as the proprietary database of EQX, which I use to cross-check the QSI data.\nTAA’s assessment of the S&P 500SPX,+0.75%in 2020 identified 51 companies, of which 49 are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.\nNotably, both the TAA top 10 and the QSI Top 25 outperformed the S&P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:\nTexas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.\nFor investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to allocate such capital in accordance with the QS playbook that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.\nAnother stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.\nThose CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy. Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.\nFinally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.  Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.\nBall remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington Management Group and Winslow Capital Management.\nWhile some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152636727,"gmtCreate":1625286612869,"gmtModify":1633941723198,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152636727","repostId":"1197906560","repostType":4,"repost":{"id":"1197906560","kind":"news","pubTimestamp":1625285328,"share":"https://www.laohu8.com/m/news/1197906560?lang=zh_CN&edition=full","pubTime":"2021-07-03 12:08","market":"us","language":"en","title":"The Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197906560","media":"Barron's","summary":"On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat ","content":"<p>On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.</p><p><blockquote>从表面上看，六月份的就业报告看起来几乎完美。在经历了几个月的失望之后，招聘超出了华尔街的预期——工资上涨，但速度低于春季的高水平。</blockquote></p><p> One might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.</p><p><blockquote>人们可能会想宣布劳动力短缺已经结束，通胀辩论已经结束。但投资者现在还不应该上钩。尽管非农就业人数增加85万人不可否认是强劲的，但它掩盖了劳动力市场仍然受到供应问题的困扰。</blockquote></p><p> First, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.</p><p><blockquote>首先，考虑一下上个月政府招聘人数增加了193,000人。这就是整个整体超出经济学家预期的原因。公司就业人数增加了66.2万人，这在正常情况下是不可思议的。然而，随着经济突然开放，接种疫苗的消费者花费了大流行期间储存的数万亿美元现金，这一数字仍远未达到经济学家在复苏阶段预期的100万美元大关。</blockquote></p><p> What’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.</p><p><blockquote>更重要的是，Pantheon Macroeconomics的伊恩·谢泼德森(Ian Shepherdson)表示，私人就业人数远低于员工调度公司Homebase备受关注的数据所暗示的100万。</blockquote></p><p> Second, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.</p><p><blockquote>其次，尽管招聘情况有所改善，但6月份劳动力参与率持平。这一比率为61.6%，仍比大流行前的水平下降1.7个百分点。美联储官员表示正在关注的就业人口比率在6月份也没有变化；为58%，仍比疫情前水平低3.1个百分点。</blockquote></p><p> Third, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.</p><p><blockquote>三是工资增速放缓具有欺骗性。较5月份增长0.3%看起来像是金发姑娘，足以推动持续支出，而不会加剧通胀担忧，随着劳动力、薯片和食品的短缺推高价格，通胀担忧一直在加剧。</blockquote></p><p> “If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.</p><p><blockquote>杰富瑞首席经济学家阿内塔·马科夫斯卡(Aneta Markowska)在谈到6月份工资增长时表示：“如果说有什么不同的话，那就是这低估了基本工资通胀率的真实水平。”她表示，在调整低工资休闲、酒店和零售工人的回归后，6月份平均时薪较5月份增长了0.5%。按照这一标准，它们比去年同期增长了4.5%。世界大型企业联合会(Conference Board)的加德·莱瓦农(Gad Levanon)表示，过去三个月，随着公司追逐员工，总体工资年化上涨了6%。</blockquote></p><p> Further highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.</p><p><blockquote>这进一步凸显了一个事实，即招聘仍然受到供应而非需求的阻碍：今年按年计算，休闲和酒店工资上涨了12.3%，运输和仓储工资上涨了8%，零售工资上涨了5.5%。</blockquote></p><p> So, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.</p><p><blockquote>那么，投资者如何看待6月份的就业报告呢？没有。也就是说，最新数据无助于解决劳动力市场面临的最大问题。</blockquote></p><p> The degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.</p><p><blockquote>暂时性因素——慷慨的失业救济金、儿童保育问题和Covid-19担忧——在多大程度上限制了招聘并推高了工资，几个月内还不清楚。学校需要重新开放，以解决阻碍在职父母的儿童保育问题，而增加的失业救济金需要到期，然后才能清楚这些福利在多大程度上让工人留在家里。</blockquote></p><p> While about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.</p><p><blockquote>虽然在联邦计划9月6日到期之前，大约有24个州已经开始或即将削减每周额外300美元的失业保险，但谢泼德森指出，70%的失业者不会受到这些提前终止的影响。由于6月份的报告对美联储没有任何影响，因此不应阻止股市的前进。</blockquote></p><p> At least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.</p><p><blockquote>至少现在是这样。谢泼德森表示：“看到85万份工资单打印出来，你不会不高兴，但这还不够快。”特别是考虑到无数指标、求助标志和公司评论所证明的劳动力需求。“劳动力供应问题可能会自行解决，但也可能不会，”他说。“真正的问题是，我们最终可能会面临持续的工资通胀。”然而，政策制定者将在获得明确数据之前犹豫不决——而这要到11月份。</blockquote></p><p> All of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.</p><p><blockquote>所有这些都意味着从现在到秋季的数据都是噪音。许多经济学家和投资者预计美联储将在下个月的杰克逊霍尔年度研讨会上宣布缩减每月1200亿美元资产购买规模的计划。</blockquote></p><p> Not so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.</p><p><blockquote>谢泼德森说，没那么快。“这并不像市场希望的那样线性，杰克逊霍尔也不会清楚这一点，”他说。</blockquote></p><p> If that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.</p><p><blockquote>如果这是正确的——美联储要到秋季晚些时候才能及时获得制定缩减计划所需的数据——可能会出现更长时间的超宽松货币政策。这是假设官员们在实际开始撤回支持之前有时间电传计划。</blockquote></p><p></p><p> Therein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.</p><p><blockquote>从现在到秋季，忽略噪音或就业数据的风险就在于此。如果学校复课和提高失业救济金的结束不能让工人回来，那么很明显，结构性问题正在发挥作用，工资通胀因此更加持久。正如谢泼德森所说，美联储很有可能不得不在2022年加息，因为人们很有可能不会重返劳动力市场。</blockquote></p><p> Investors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.</p><p><blockquote>投资者应该继续享受股市的涨幅。但他们也应该小心。等待明确的数据来显示劳动力短缺是否不仅仅是暂时的，这意味着政策制定者可能不得不比看起来更快更快地采取行动——特别是如果未来几个月出现像6月份dot这样具有欺骗性的平衡报告。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-07-03 12:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.</p><p><blockquote>从表面上看，六月份的就业报告看起来几乎完美。在经历了几个月的失望之后，招聘超出了华尔街的预期——工资上涨，但速度低于春季的高水平。</blockquote></p><p> One might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.</p><p><blockquote>人们可能会想宣布劳动力短缺已经结束，通胀辩论已经结束。但投资者现在还不应该上钩。尽管非农就业人数增加85万人不可否认是强劲的，但它掩盖了劳动力市场仍然受到供应问题的困扰。</blockquote></p><p> First, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.</p><p><blockquote>首先，考虑一下上个月政府招聘人数增加了193,000人。这就是整个整体超出经济学家预期的原因。公司就业人数增加了66.2万人，这在正常情况下是不可思议的。然而，随着经济突然开放，接种疫苗的消费者花费了大流行期间储存的数万亿美元现金，这一数字仍远未达到经济学家在复苏阶段预期的100万美元大关。</blockquote></p><p> What’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.</p><p><blockquote>更重要的是，Pantheon Macroeconomics的伊恩·谢泼德森(Ian Shepherdson)表示，私人就业人数远低于员工调度公司Homebase备受关注的数据所暗示的100万。</blockquote></p><p> Second, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.</p><p><blockquote>其次，尽管招聘情况有所改善，但6月份劳动力参与率持平。这一比率为61.6%，仍比大流行前的水平下降1.7个百分点。美联储官员表示正在关注的就业人口比率在6月份也没有变化；为58%，仍比疫情前水平低3.1个百分点。</blockquote></p><p> Third, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.</p><p><blockquote>三是工资增速放缓具有欺骗性。较5月份增长0.3%看起来像是金发姑娘，足以推动持续支出，而不会加剧通胀担忧，随着劳动力、薯片和食品的短缺推高价格，通胀担忧一直在加剧。</blockquote></p><p> “If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.</p><p><blockquote>杰富瑞首席经济学家阿内塔·马科夫斯卡(Aneta Markowska)在谈到6月份工资增长时表示：“如果说有什么不同的话，那就是这低估了基本工资通胀率的真实水平。”她表示，在调整低工资休闲、酒店和零售工人的回归后，6月份平均时薪较5月份增长了0.5%。按照这一标准，它们比去年同期增长了4.5%。世界大型企业联合会(Conference Board)的加德·莱瓦农(Gad Levanon)表示，过去三个月，随着公司追逐员工，总体工资年化上涨了6%。</blockquote></p><p> Further highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.</p><p><blockquote>这进一步凸显了一个事实，即招聘仍然受到供应而非需求的阻碍：今年按年计算，休闲和酒店工资上涨了12.3%，运输和仓储工资上涨了8%，零售工资上涨了5.5%。</blockquote></p><p> So, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.</p><p><blockquote>那么，投资者如何看待6月份的就业报告呢？没有。也就是说，最新数据无助于解决劳动力市场面临的最大问题。</blockquote></p><p> The degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.</p><p><blockquote>暂时性因素——慷慨的失业救济金、儿童保育问题和Covid-19担忧——在多大程度上限制了招聘并推高了工资，几个月内还不清楚。学校需要重新开放，以解决阻碍在职父母的儿童保育问题，而增加的失业救济金需要到期，然后才能清楚这些福利在多大程度上让工人留在家里。</blockquote></p><p> While about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.</p><p><blockquote>虽然在联邦计划9月6日到期之前，大约有24个州已经开始或即将削减每周额外300美元的失业保险，但谢泼德森指出，70%的失业者不会受到这些提前终止的影响。由于6月份的报告对美联储没有任何影响，因此不应阻止股市的前进。</blockquote></p><p> At least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.</p><p><blockquote>至少现在是这样。谢泼德森表示：“看到85万份工资单打印出来，你不会不高兴，但这还不够快。”特别是考虑到无数指标、求助标志和公司评论所证明的劳动力需求。“劳动力供应问题可能会自行解决，但也可能不会，”他说。“真正的问题是，我们最终可能会面临持续的工资通胀。”然而，政策制定者将在获得明确数据之前犹豫不决——而这要到11月份。</blockquote></p><p> All of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.</p><p><blockquote>所有这些都意味着从现在到秋季的数据都是噪音。许多经济学家和投资者预计美联储将在下个月的杰克逊霍尔年度研讨会上宣布缩减每月1200亿美元资产购买规模的计划。</blockquote></p><p> Not so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.</p><p><blockquote>谢泼德森说，没那么快。“这并不像市场希望的那样线性，杰克逊霍尔也不会清楚这一点，”他说。</blockquote></p><p> If that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.</p><p><blockquote>如果这是正确的——美联储要到秋季晚些时候才能及时获得制定缩减计划所需的数据——可能会出现更长时间的超宽松货币政策。这是假设官员们在实际开始撤回支持之前有时间电传计划。</blockquote></p><p></p><p> Therein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.</p><p><blockquote>从现在到秋季，忽略噪音或就业数据的风险就在于此。如果学校复课和提高失业救济金的结束不能让工人回来，那么很明显，结构性问题正在发挥作用，工资通胀因此更加持久。正如谢泼德森所说，美联储很有可能不得不在2022年加息，因为人们很有可能不会重返劳动力市场。</blockquote></p><p> Investors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.</p><p><blockquote>投资者应该继续享受股市的涨幅。但他们也应该小心。等待明确的数据来显示劳动力短缺是否不仅仅是暂时的，这意味着政策制定者可能不得不比看起来更快更快地采取行动——特别是如果未来几个月出现像6月份dot这样具有欺骗性的平衡报告。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/jobs-report-investors-should-be-skeptical-51625267210?mod=hp_LEAD_2\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/jobs-report-investors-should-be-skeptical-51625267210?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197906560","content_text":"On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.\nOne might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.\nFirst, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.\nWhat’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.\nSecond, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.\nThird, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.\n“If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.\nFurther highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.\nSo, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.\nThe degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.\nWhile about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.\nAt least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.\nAll of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.\nNot so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.\nIf that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.\nTherein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.\nInvestors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156375599,"gmtCreate":1625199437311,"gmtModify":1633942613250,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156375599","repostId":"1175817125","repostType":4,"repost":{"id":"1175817125","kind":"news","pubTimestamp":1625180880,"share":"https://www.laohu8.com/m/news/1175817125?lang=zh_CN&edition=full","pubTime":"2021-07-02 07:08","market":"us","language":"en","title":"S&P 500 winning streak extends to sixth straight record close<blockquote>标普500连胜纪录延续至六连胜纪录收盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175817125","media":"Reuters","summary":"NEW YORK  - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.Investors now eye Friday’s much-anticipated employment report.The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.“Historical data shows if you have a strong first half, the second half of the year was ac","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p><p><blockquote>路透纽约4月5日电——标普500周四连续第六次创下历史收盘新高，新的季度和下半年以乐观的经济数据和广泛的反弹开始。</blockquote></p><p> Investors now eye Friday’s much-anticipated employment report.</p><p><blockquote>投资者现在关注周五备受期待的就业报告。</blockquote></p><p> The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p><p><blockquote>该领头羊指数正在享受自2月初以来最长的连涨，上一次连续六次创下历史新高是在去年8月。</blockquote></p><p> “Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p><p><blockquote>Baird Private Wealth投资策略分析师罗斯·梅菲尔德(Ross Mayfield)表示：“历史数据显示，如果上半年表现强劲，那么下半年实际上会更加强劲。”</blockquote></p><p> All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p><p><blockquote>美国三大股指均收涨，但以微芯片为首的科技股下跌削弱了纳斯达克的涨幅。</blockquote></p><p> The Philadelphia SE Semiconductor index slid 1.5%</p><p><blockquote>费城SE半导体指数下跌1.5%</blockquote></p><p> “For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p><p><blockquote>纽约Lenox Wealth Advisors首席投资官David Carter表示：“对于今年迄今为止的市场来说，无聊是美好的。”“经济增长强劲，足以支撑价格，许多资产类别的交易波动性处于历史低位。”</blockquote></p><p> “It feels like investors left for the Fourth of July weekend about three months ago.”</p><p><blockquote>“感觉投资者大约三个月前就离开了7月4日周末。”</blockquote></p><p> The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p><p><blockquote>由于联邦紧急失业救济金、儿童保育短缺和挥之不去的大流行担忧，持续的工人短缺是当天经济数据中的一个共同主题。</blockquote></p><p> Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray &amp; Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p><p><blockquote>根据劳工部的数据，初请失业金人数继续下降，达到大流行关闭以来的最低水平，Challenger，Gray&amp;Christmas的一份报告显示，美国企业的计划裁员人数比去年下降了88%，创下21年来的新低。</blockquote></p><p> Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p><p><blockquote>根据美国供应管理协会(ISM)的采购经理人指数(PMI)，6月份美国工厂活动扩张速度略有放缓，其中就业部分自11月份以来首次陷入收缩。根据ISM的数据，在当前供需失衡的推动下，支付价格指数飙升至1979年以来的最高水平。</blockquote></p><p> “The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p><p><blockquote>卡特补充道：“今天公布的就业和制造业数据支持了持续增长但增速放缓的观点。”</blockquote></p><p> Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p><p><blockquote>周五备受期待的就业报告预计将显示就业人数增加70万，失业率小幅下降至5.7%。强劲的上行意外可能会导致美联储调整缩减证券购买和提高关键利率的时间表。</blockquote></p><p> “Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p><p><blockquote>卡特表示：“如果过于强劲的经济数据导致美联储加息速度快于预期，那么对市场来说可能是一件坏事。”“疲软的就业数据实际上可能会受到欢迎。”</blockquote></p><p> The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&amp;P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p><p><blockquote>道琼斯工业平均指数上涨131.02点，涨幅0.38%，至34,633.53点；标普500上涨22.44点，涨幅0.52%，至4,319.94点；纳斯达克综合指数上涨18.42点，涨幅0.13%，至14,522.38点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, consumer staples was the sole loser, shedding 0.3%.</p><p><blockquote>在标普500的11个主要板块中，必需消费品是唯一的跌幅，下跌0.3%。</blockquote></p><p> Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p><p><blockquote>沃尔格林博姿联盟公司(Walgreens Boots Alliance Inc)表示预计第四季度将减少COVID-19疫苗注射量，股价下跌7.4%。</blockquote></p><p> Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p><p><blockquote>滴滴出行在美国上市第二天上涨16.0%。</blockquote></p><p> Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p><p><blockquote>有报道称德州仪器(Texas Instruments)将以9亿美元收购美光科技(Micron Technology Inc)位于犹他州利希(Lehi)的工厂，该公司股价下跌5.7%。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.78比1；在纳斯达克，1.32比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p><p><blockquote>标普500创下36个52周新高，无新低；纳斯达克综合指数录得78个新高和30个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为95.3亿股，而过去20个交易日的平均成交量为109亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 winning streak extends to sixth straight record close<blockquote>标普500连胜纪录延续至六连胜纪录收盘</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\">\nS&P 500 winning streak extends to sixth straight record close<blockquote>标普500连胜纪录延续至六连胜纪录收盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-02 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.</p><p><blockquote>路透纽约4月5日电——标普500周四连续第六次创下历史收盘新高，新的季度和下半年以乐观的经济数据和广泛的反弹开始。</blockquote></p><p> Investors now eye Friday’s much-anticipated employment report.</p><p><blockquote>投资者现在关注周五备受期待的就业报告。</blockquote></p><p> The bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.</p><p><blockquote>该领头羊指数正在享受自2月初以来最长的连涨，上一次连续六次创下历史新高是在去年8月。</blockquote></p><p> “Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.</p><p><blockquote>Baird Private Wealth投资策略分析师罗斯·梅菲尔德(Ross Mayfield)表示：“历史数据显示，如果上半年表现强劲，那么下半年实际上会更加强劲。”</blockquote></p><p> All three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.</p><p><blockquote>美国三大股指均收涨，但以微芯片为首的科技股下跌削弱了纳斯达克的涨幅。</blockquote></p><p> The Philadelphia SE Semiconductor index slid 1.5%</p><p><blockquote>费城SE半导体指数下跌1.5%</blockquote></p><p> “For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”</p><p><blockquote>纽约Lenox Wealth Advisors首席投资官David Carter表示：“对于今年迄今为止的市场来说，无聊是美好的。”“经济增长强劲，足以支撑价格，许多资产类别的交易波动性处于历史低位。”</blockquote></p><p> “It feels like investors left for the Fourth of July weekend about three months ago.”</p><p><blockquote>“感觉投资者大约三个月前就离开了7月4日周末。”</blockquote></p><p> The ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.</p><p><blockquote>由于联邦紧急失业救济金、儿童保育短缺和挥之不去的大流行担忧，持续的工人短缺是当天经济数据中的一个共同主题。</blockquote></p><p> Jobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray &amp; Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.</p><p><blockquote>根据劳工部的数据，初请失业金人数继续下降，达到大流行关闭以来的最低水平，Challenger，Gray&amp;Christmas的一份报告显示，美国企业的计划裁员人数比去年下降了88%，创下21年来的新低。</blockquote></p><p> Activity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.</p><p><blockquote>根据美国供应管理协会(ISM)的采购经理人指数(PMI)，6月份美国工厂活动扩张速度略有放缓，其中就业部分自11月份以来首次陷入收缩。根据ISM的数据，在当前供需失衡的推动下，支付价格指数飙升至1979年以来的最高水平。</blockquote></p><p> “The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.</p><p><blockquote>卡特补充道：“今天公布的就业和制造业数据支持了持续增长但增速放缓的观点。”</blockquote></p><p> Friday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.</p><p><blockquote>周五备受期待的就业报告预计将显示就业人数增加70万，失业率小幅下降至5.7%。强劲的上行意外可能会导致美联储调整缩减证券购买和提高关键利率的时间表。</blockquote></p><p> “Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”</p><p><blockquote>卡特表示：“如果过于强劲的经济数据导致美联储加息速度快于预期，那么对市场来说可能是一件坏事。”“疲软的就业数据实际上可能会受到欢迎。”</blockquote></p><p> The Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&amp;P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.</p><p><blockquote>道琼斯工业平均指数上涨131.02点，涨幅0.38%，至34,633.53点；标普500上涨22.44点，涨幅0.52%，至4,319.94点；纳斯达克综合指数上涨18.42点，涨幅0.13%，至14,522.38点。</blockquote></p><p> Of the 11 major sectors in the S&amp;P 500, consumer staples was the sole loser, shedding 0.3%.</p><p><blockquote>在标普500的11个主要板块中，必需消费品是唯一的跌幅，下跌0.3%。</blockquote></p><p> Walgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.</p><p><blockquote>沃尔格林博姿联盟公司(Walgreens Boots Alliance Inc)表示预计第四季度将减少COVID-19疫苗注射量，股价下跌7.4%。</blockquote></p><p> Didi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.</p><p><blockquote>滴滴出行在美国上市第二天上涨16.0%。</blockquote></p><p> Micron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.</p><p><blockquote>有报道称德州仪器(Texas Instruments)将以9亿美元收购美光科技(Micron Technology Inc)位于犹他州利希(Lehi)的工厂，该公司股价下跌5.7%。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.78比1；在纳斯达克，1.32比1的比率有利于上涨者。</blockquote></p><p> The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.</p><p><blockquote>标普500创下36个52周新高，无新低；纳斯达克综合指数录得78个新高和30个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为95.3亿股，而过去20个交易日的平均成交量为109亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-winning-streak-extends-to-sixth-straight-record-close-idUSL2N2OD332","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175817125","content_text":"NEW YORK (Reuters) - The S&P 500 reached its sixth consecutive all-time closing high on Thursday, as a new quarter and the second half of the year began with upbeat economic data and a broad-based rally.\nInvestors now eye Friday’s much-anticipated employment report.\nThe bellwether index is enjoying its longest winning streak since early February, and the last time it logged six straight all-time highs was last August.\n“Historical data shows if you have a strong first half, the second half of the year was actually going even stronger,” said Ross Mayfield, investment strategy analyst with Baird Private Wealth.\nAll three major U.S. stock indexes ended the session in positive territory, but a decline in tech shares - led by microchips - tempered the Nasdaq’s gain.\nThe Philadelphia SE Semiconductor index slid 1.5%\n“For markets so far this year, boring is beautiful,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York. “Economic growth has been strong enough to support prices and many asset classes are trading with historically low volatility.”\n“It feels like investors left for the Fourth of July weekend about three months ago.”\nThe ongoing worker shortage, attributed to federal emergency unemployment benefits, a childcare shortage and lingering pandemic fears, was a common theme in the day’s economic data.\nJobless claims continued their downward trajectory according to the Labor Department, touching their lowest level since the pandemic shutdown, and a report from Challenger, Gray & Christmas showed planned layoffs by U.S. firms were down 88% from last year, hitting a 21-year low.\nActivity at U.S. factories expanded at a slightly decelerated pace in June, according to the Institute for Supply Management’s (ISM) purchasing managers’ index (PMI), with the employment component dipping into contraction for the first time since November. The prices paid index, driven higher by the current demand/supply imbalance, soared to its highest level since 1979, according to ISM.\n“The employment and manufacturing data released today supported the idea of continued growth but at a decelerated rate,” Carter added.\nFriday’s hotly anticipated jobs report is expected to show payrolls growing by 700,000 and unemployment inching down to 5.7%. A robust upside surprise could lead the U.S. Federal Reserve to adjust its timetable for tapering its securities purchases and raising key interest rates.\n“Too-strong economic data could perversely be a bad thing for markets if it caused the Fed to raise rates faster than expected,” Carter said. “Weak employment data may actually be welcomed.”\nThe Dow Jones Industrial Average rose 131.02 points, or 0.38%, to 34,633.53, the S&P 500 gained 22.44 points, or 0.52%, to 4,319.94 and the Nasdaq Composite added 18.42 points, or 0.13%, to 14,522.38.\nOf the 11 major sectors in the S&P 500, consumer staples was the sole loser, shedding 0.3%.\nWalgreens Boots Alliance Inc dropped 7.4% after it said it expects to administer fewer COVID-19 vaccine shots in the fourth quarter.\nDidi Global Inc jumped 16.0%, on its second day of trading as a U.S.-listed company.\nMicron Technology Inc slid by 5.7% following a report that Texas Instruments would buy Micron’s Lehi, Utah, factory for $900 million.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.32-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 78 new highs and 30 new lows.\nVolume on U.S. exchanges was 9.53 billion shares, compared with the 10.9 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147333601,"gmtCreate":1626333330603,"gmtModify":1631890739584,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147333601","repostId":"2151544523","repostType":4,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155650270,"gmtCreate":1625415608490,"gmtModify":1631892935604,"author":{"id":"4087441318347290","authorId":"4087441318347290","name":"SeiLing","avatar":"https://static.tigerbbs.com/61706d20f94785010ef505c40d01e97e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087441318347290","idStr":"4087441318347290"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155650270","repostId":"1170195217","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}