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2021-12-06

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Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>

2021-11-10

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2021-07-24

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2021-12-14

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2021-12-06

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2021-12-02

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Hot chinese concept stocks climbed in morning trading<blockquote>热门中国概念股早盘上涨</blockquote>

2021-08-21

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2021-08-21

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2021-11-10

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2021-12-15

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05:40","market":"sh","language":"zh","title":"外媒头条：美联储可能上演历史罕见鹰派转变","url":"https://stock-news.laohu8.com/highlight/detail?id=2191098415","media":"市场资讯","summary":"　　纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。　　这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。　　经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b>\n</blockquote>\n<blockquote>\n <b>2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克当选时代杂志2021年度风云人物</b>\n</blockquote>\n<blockquote>\n <b>4、牛津大学：omicron毒株能削弱两针<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>或<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>疫苗的保护力</b>\n</blockquote>\n<blockquote>\n <b>5、七国集团财长承诺解决供应链问题并避免未来重演</b>\n</blockquote>\n<blockquote>\n <b>6、小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ce56c82d6c11f45604012124909fbdc4\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高</b></p>\n<p>纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。</p>\n<p>调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。</p>\n<p>这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。</p>\n<p>调查还显示，消费者对经济的乐观程度下降。</p>\n<p>调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e2ae248c8736422a112e3a316d6b9\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>加速减码+预告加息 美联储可能上演历史罕见的鹰派转变</b></p>\n<p>经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。</p>\n<p>超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。</p>\n<p>这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。</p>\n<p>“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。</p>\n<p><img src=\"https://n.sinaimg.cn/tech/transform/395/w512h683/20211213/2dd2-a526974a89f50d8229b23ab688835d45.png\" tg-width=\"512\" tg-height=\"683\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物</b></p>\n<p>据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。</p>\n<p>《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用<a href=\"https://laohu8.com/S/000591\">太阳能</a>服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。</p>\n<p><img src=\"https://static.tigerbbs.com/4133304c52fa226b469ba60f980192f1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力</b></p>\n<p>研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。</p>\n<p>牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。</p>\n<p>阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。</p>\n<p>“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”</p>\n<p><img src=\"https://static.tigerbbs.com/7eb99a948e8b987f3e2c4401c8f7e901\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>七国集团财长承诺解决供应链问题并避免未来重演</b></p>\n<p>七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。</p>\n<p>由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。</p>\n<p>在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。</p>\n<p>英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。</p>\n<p><img src=\"https://static.tigerbbs.com/5d92536ec41518383402813fee58b8bc\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>小摩预计美失业率明年将降至3%左右&nbsp;奥密克戎是就业市场主要风险</b></p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。</p>\n<p>“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”</p>\n<p>在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。</p>\n<p>Feroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。</p>\n<p>此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。</p>","source":"sina","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>外媒头条：美联储可能上演历史罕见鹰派转变</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外媒头条：美联储可能上演历史罕见鹰派转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 05:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml\">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/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SDOW":"三倍做空道指30ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","DJX":"1/100道琼斯","DXD":"两倍做空道琼30指数ETF-ProShares","OEX":"标普100","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","SH":"做空标普500-Proshares","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","PSQ":"做空纳斯达克100指数ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","UDOW":"三倍做多道指30ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","DDM":"2倍做多道指ETF-ProShares","BK4534":"瑞士信贷持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","QQQ":"纳指100ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-14/doc-ikyakumx3975846.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2191098415","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n\n\n2、加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n\n\n3、特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n\n\n4、牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n\n\n5、七国集团财长承诺解决供应链问题并避免未来重演\n\n\n6、小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n\n\n纽约联储调查显示：消费者对未来一年的通胀预期升至6%的新高\n纽约联邦储备银行最新消费者调查显示，美国消费者对未来一年的通胀预期升至6%的新高。\n调查还显示，三年通胀预期自6月以来首次下降，达到4%，主要是受到无大学学历受访者的预期推动。然而，无论是短期还是长期，通胀的不确定性水平都在上升，并且都达到了历史新高。\n这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。\n调查还显示，消费者对经济的乐观程度下降。\n调查显示，美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化，更多受访者称财务状况变差。\n\n加速减码+预告加息 美联储可能上演历史罕见的鹰派转变\n经济学家预计，美联储官员本周将加快收缩购债步伐，并发出2022年加息的信号，在1980年代以来最强通胀面前上演历史性的政策转变。\n超过一半的受访者预计，美联储周三结束两天政策会议后发布的季度预测将显示，18位官员的中值预测是明年加息两次。\n这与他们9月份的预测相比有变化。当时，决策者在2022年或2023年首次加息的预测上平分秋色。\n“这将是点阵图历史上最大的鹰派转变，”Macropolicy Perspectives高级经济学家Laura Rosner-Warburton表示。美联储自2012年开始发布利率预测的点阵图。\n\n特斯拉CEO埃隆·马斯克当选时代杂志2021年度风云人物\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日被美国《时代》杂志评为“2021年度风云人物”。\n《时代》杂志称，作为世界上最富有的人，他没有房子，最近一直在抛售财产。他将卫星送入轨道，并利用太阳能服务千家万户。他驾驶着一辆自己制造的汽车，不需要汽油，也几乎不需要司机。他的手指一挥，股市就会暴涨或暴跌。他的每一句话都被一大群粉丝挂在嘴边。当他把业务推向全球时，还梦想着移民火星。\n\n牛津大学：omicron毒株能削弱两针辉瑞或阿斯利康疫苗的保护力\n研究人员发现，正如人们所担忧的一样，omicron变异株削弱了辉瑞和阿斯利康两剂新冠疫苗所能提供的保护力，增加了接种者感染风险。\n牛津大学研究人员周一在一份报告中表示，在对接种辉瑞或阿斯利康疫苗的人采集的血液样本中，经检测新毒株omicron令中和抗体大幅减少，尤其是和德尔塔毒株相比，降幅很明显。\n阿斯利康疫苗的创造者之一Teresa Lambe表示，在接下来的几周，omicron的影响应该会得到更好的记录，以明确是否需要接种新疫苗。\n“我们希望当前的疫苗能够预防严重疾病和住院治疗”，Lambe表示。 “我们和其他疫苗生产商的立场是，如果需要一种针对新毒株的疫苗，我们可以快速推进。”\n\n七国集团财长承诺解决供应链问题并避免未来重演\n七国集团财长承诺加强合作，以解决造成商品短缺和通胀飙升的全球供应链问题。\n由于运输问题导致供应中断，零部件制成品短缺以及疫情造成能源价格上涨，全球消费者价格都在飙升。美国通胀率已触及1982年以来的最高水平，欧元区通胀率达到了创纪录的4.9%。\n在七国集团财长和央行行长会议的最后公报中，轮值主席国英国的财政大臣Rishi Sunak称，该组织将着眼于预测并避免未来的供应紧张。\n英国财政部表示，七国集团财长和央行行长们“就如何提高供应链韧性以及如何更准确地预测未来可能发生的干扰交换了看法”。\n\n小摩预计美失业率明年将降至3%左右 奥密克戎是就业市场主要风险\n摩根大通首席美国经济学家Michael Feroli认为，2022年美国失业率将下降。\n“我认为到2022年底可以看到失业率在3%左右，”Feroli称。“过去五个月的失业率下降幅度令人深刻印象。我们预计下降速度会放缓，但很快就会降至4%以下。”\n在Feroli看来，随着雇主寻找人才以推动企业从疫情中复苏，就业市场可能会以良好的势头进入2022年。\nFeroli还预计，明年美国GDP将增长3%。他认为，美联储将在9月开始加息以抵消通胀，而通胀在一定程度上是由于劳动力市场状况吃紧。\n此外，就业市场的一个主要风险仍然是奥密克戎变体及其是否会减缓企业的招聘计划。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"UPRO":0.9,"SSO":0.9,"DXD":0.9,".SPX":0.9,"NQmain":0.9,"SPXU":0.9,"PSQ":0.9,"UDOW":0.9,"OEX":0.9,"MNQmain":0.9,"SPY":0.9,"TQQQ":0.9,"QQQ":0.9,"ESmain":0.9,"QID":0.9,".IXIC":0.9,"SDS":0.9,"SDOW":0.9,"IVV":0.9,"DJX":0.9,"QLD":0.9,"DOG":0.9,"SQQQ":0.9,"SH":0.9,"OEF":0.9,"DDM":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604470379,"gmtCreate":1639442176091,"gmtModify":1639442176091,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604470379","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608566028,"gmtCreate":1638760180478,"gmtModify":1638760180478,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608566028","repostId":"2189571734","repostType":4,"isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608568452,"gmtCreate":1638760138349,"gmtModify":1638760138440,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608568452","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVS":"西维斯健康","BK4088":"住宅建筑","COST":"好市多","GME":"游戏驿站","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"CVS":0.9,"COST":0.9,"GME":0.9,"TOL":0.9}},"isVote":1,"tweetType":1,"viewCount":4085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603747310,"gmtCreate":1638456513494,"gmtModify":1638456513494,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603747310","repostId":"1143852477","repostType":4,"repost":{"id":"1143852477","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638456313,"share":"https://www.laohunote.com/m/news/1143852477?lang=zh_CN&edition=full","pubTime":"2021-12-02 22:45","market":"us","language":"en","title":"Hot chinese concept stocks climbed in morning trading<blockquote>热门中国概念股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143852477","media":"Tiger Newspress","summary":"Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global&nbsp;and&nbsp;KE&nbsp;Holdings&nbsp;climbed between 1% and 8%.","content":"<p>Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global&nbsp;and&nbsp;KE&nbsp;Holdings&nbsp;climbed between 1% and 8%.</p><p><blockquote>热门中概股早盘上涨.阿里巴巴、京东、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球和科控股上涨1%至8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/20f41ee0d0d5f8f298835830cf61c346\" tg-width=\"403\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot chinese concept stocks climbed in morning trading<blockquote>热门中国概念股早盘上涨</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; 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\">\nHot chinese concept stocks climbed in morning trading<blockquote>热门中国概念股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global&nbsp;and&nbsp;KE&nbsp;Holdings&nbsp;climbed between 1% and 8%.</p><p><blockquote>热门中概股早盘上涨.阿里巴巴、京东、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球和科控股上涨1%至8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/20f41ee0d0d5f8f298835830cf61c346\" tg-width=\"403\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","NTES":"网易","NIO":"蔚来","XPEV":"小鹏集团","JD":"京东","BIDU":"百度","LI":"理想汽车","BEKE":"贝壳","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143852477","content_text":"Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global and KE Holdings climbed between 1% and 8%.","news_type":1,"symbols_score_info":{"NIO":0.9,"BIDU":0.9,"LI":0.9,"NTES":0.9,"BABA":0.9,"JD":0.9,"XPEV":0.9,"DIDI":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872089449,"gmtCreate":1637375386891,"gmtModify":1637375386976,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872089449","repostId":"1131597182","repostType":2,"repost":{"id":"1131597182","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637368436,"share":"https://www.laohunote.com/m/news/1131597182?lang=zh_CN&edition=full","pubTime":"2021-11-20 08:33","market":"hk","language":"zh","title":"昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1131597182","media":"老虎资讯综合","summary":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0","content":"<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-20 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares",".IXIC":"NASDAQ Composite","BK4561":"索罗斯持仓","03086":"华夏纳指","DXD":"两倍做空道琼30指数ETF-ProShares","BK4534":"瑞士信贷持仓","DOG":"道指ETF-ProShares做空","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","BK4550":"红杉资本持仓",".DJI":"道琼斯","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131597182","content_text":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n\n周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。\n奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。\n美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。\n不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。\nE-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。\n市场动态\n截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。\n\n美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。\n标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。\n热门股表现\n大型科技股涨跌不一，微软涨0.54%，Meta涨1.95%，英伟达涨4.14%；谷歌A跌0.50%，亚马逊跌0.53%，奈飞跌0.47%。\n苹果收涨1.70%，报每股160.55美元，再创历史新高。摩根士丹利分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。\n\n新能源汽车股普遍上扬。特斯拉涨3.71%，Rivian涨4.23%，Lucid涨17.34%。\n\n中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。京东涨3.92%，网易涨2.77%，腾讯ADR涨1.28%，微博涨0.50%；滴滴跌1.54%，百度跌1.68%，阿里巴巴跌2.27%，拼多多跌3.77%。\n造车新势力中，蔚来涨0.65%，小鹏汽车跌0.80%，理想汽车跌1.23%；中概教育股普涨，高途涨5.19%，新东方涨5.29%，好未来涨18.35%。\n公司消息\n福特和Rivian取消联合开发电动汽车的计划\n福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”\nStellantis强制14,000多名美国员工接种新冠疫苗\n汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。\n丰田计划在北卡罗来纳州建设在美的第一座电池厂\n知情人士告诉彭博社，丰田汽车计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。\n美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针\n美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。\n加拿大批准辉瑞新冠疫苗用于5至11岁儿童\n加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。\n欧盟监管机构支持将默沙东的抗新冠药物用于紧急使用\n欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。\n波音进一步放慢787梦想飞机的生产\n道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。\n美国国防部邀请多家科技巨头投标其新云计算合同\n美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、谷歌、微软和甲骨文发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。\n微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇\n微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。\n动视暴雪1330多名员工发起请愿要求CEO辞职\n美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。","news_type":1,"symbols_score_info":{"PSQ":0.9,"DJX":0.9,"QQQ":0.9,"QNETCN":0.9,"TQQQ":0.9,"SQQQ":0.9,"03086":0.9,"YMmain":0.9,"DDM":0.9,".IXIC":0.9,"DOG":0.9,"DXD":0.9,"QLD":0.9,".DJI":0.9,"NQmain":0.9,"MNQmain":0.9,"TTTN":0.9,"QID":0.9,"SDOW":0.9,"UDOW":0.9}},"isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847635280,"gmtCreate":1636512083073,"gmtModify":1636512083184,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847635280","repostId":"1188205095","repostType":4,"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847635309,"gmtCreate":1636512040810,"gmtModify":1636512040810,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847635309","repostId":"1137857458","repostType":4,"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867845324,"gmtCreate":1633242014104,"gmtModify":1633242014212,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"F<a href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>will it be up again?","listText":"F<a href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>will it be up again?","text":"F$Farmmi, Inc.(FAMI)$will it be up again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867845324","isVote":1,"tweetType":1,"viewCount":2695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867842224,"gmtCreate":1633241896001,"gmtModify":1633241900552,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>will it be up again?","listText":"<a href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>will it be up again?","text":"$Farmmi, Inc.(FAMI)$will it be up again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867842224","isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836795007,"gmtCreate":1629520834709,"gmtModify":1631891710065,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836795007","repostId":"2161745179","repostType":2,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836796611,"gmtCreate":1629520759933,"gmtModify":1631891710069,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836796611","repostId":"2161745179","repostType":4,"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899337518,"gmtCreate":1628158771634,"gmtModify":1631891710071,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899337518","repostId":"1121866583","repostType":4,"repost":{"id":"1121866583","kind":"news","pubTimestamp":1628158108,"share":"https://www.laohunote.com/m/news/1121866583?lang=zh_CN&edition=full","pubTime":"2021-08-05 18:08","market":"us","language":"en","title":"What's Next For The S&P 500: 10% Pullback or Rolling Correction?<blockquote>标普500的下一步是什么：10%回调还是滚动修正？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121866583","media":"zacks","summary":"The market has become increasingly rational as this 16-month bull market matures, and index-based up","content":"<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.</p><p><blockquote>随着这16个月的牛市的成熟，市场变得越来越理性，基于指数的上涨潜力每增加一个百分比，就会减少。这是一个选股者的市场。在 2021 年剩余时间里，定位良好的行业中的优质股票将比大多数指数跟踪 ETF 具有更高的上涨潜力。</blockquote></p><p> The S&amp;P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.</p><p><blockquote>今年到目前为止，标普500的回调幅度还没有超过 5%，自去年 9 月以来也没有出现过实际的调整（回调 10% 或更多），一旦达到 10% 的下跌关口，该指数就很快被买回。尽管这个蓝筹股基准没有表现出任何材料抛售，但迄今为止，其 505 个组件中有超过 90% 在 2021 年经历了 10% 或更大的调整。</blockquote></p><p> <b>Rotations In &amp; Out of Growth &amp; Value</b></p><p><blockquote><b>增长与价值的进出轮换</b></blockquote></p><p> Investors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.</p><p><blockquote>投资者通过在年初重新开盘时轮换进出成长型和价值型板块来保持股市的牛市势头，然后在5月中旬收益率飙升开始消退时又转向成长型股票。下面烛台中的 Vanguard 以增长为导向的 ETF (VUG Quick QuoteVUG-Free Report) 和以价值为导向的 ETF (VTV Quick QuoteVTV-Free Report) 清楚地说明了这种业绩偏差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80d0680692ab8ada950167692164017e\" tg-width=\"620\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Image Source: TradingView</p><p><blockquote>图片来源：TradingView</blockquote></p><p> The year-to-date performance divergence between these two stock groupings illustrates that investors &amp; traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.</p><p><blockquote>这两个股票组合今年迄今为止的表现差异表明，投资者和交易员并没有不分青红皂白地购买。这意味着这种判断会渗透到每一个交易决策（又名选股）中，导致市场收缩过度紧张的领域并重新分配到相对便宜的领域。</blockquote></p><p> <b>Accelerating Annualized Returns</b></p><p><blockquote><b>加速年化回报</b></blockquote></p><p> The S&amp;P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.</p><p><blockquote>16 个月来，标普500一直保持在 75% 的年化回报率趋势线之上。不幸的是，这种回报率甚至远未达到可持续水平。</blockquote></p><p> The S&amp;P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.</p><p><blockquote>过去 30 年来，标普500平均每年上涨 12%。然而，年均增长率却像美酒一样陈年。这一蓝筹股基准在过去十年中的平均年化回报率接近 15%，如果缩小到过去 5 年，这些年收益将超过 16%。</blockquote></p><p> The stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&amp;P 500 isn't viable.</p><p><blockquote>由于技术的快速发展不断加速公司和我们经济的增长前景，股市正在经历不断膨胀的年均涨幅。随着科技在公共股票市场中所占份额越来越大，我预计未来十年年化回报率将继续加速。然而，标普500滚动 75% 的年化回报率是不可行的。</blockquote></p><p> There may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.</p><p><blockquote>可能有太多的边际资本（根据高盛（GS Quick QuoteGS-Free Report）的数据，货币市场基金达到创纪录的5.5万亿美元，市场无法完全纠正。尽管如此，我们仍将在未来几个月进行整合，也就是滚动调整。</blockquote></p><p> We are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.</p><p><blockquote>我们现在正进入这个成熟市场周期的关键点。到目前为止，第二季度财报季表现非常出色，盈利飙升 105%，销售额同比增长 22% 以上。91% 的报告公司超出了每股收益预期，超过 86% 的公司超出了营收预测。估值极高的科技行业第二季度业绩令人敬畏，其中 100% 的业绩超出了每股收益预期，超过 96% 的业绩超出了收入预期，这似乎证明了该领域的泡沫估值是合理的。</blockquote></p><p> However, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.</p><p><blockquote>然而，分析师预计，随着第二季度财报季的结束，盈利增长峰值将成为过去，在这些丰富的市盈率下，估值可能会压缩。即使有这些出色的季度报告和不断增长的全年预期，我们也看到了过度的利润拉动和防御性市场定位。新冠疫情担忧的死灰复燃和货币政策的预期转变也打压了看涨情绪。</blockquote></p><p> Nevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.</p><p><blockquote>尽管如此，板凳上的巨额现金仍在发挥作用，每一次边际下跌都会被买回。美国全国消费者储蓄率远高于过去十年的平均水平。美国人不仅以创纪录的速度参与公共股权市场，而且他们还有充足的流动性来继续购买他们喜欢的股票。</blockquote></p><p> Stocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).</p><p><blockquote>股票仍然是最具吸引力的资产类别，债券市场的负实际利率、天价商品价格、高度波动的加密货币价格以及大多数上市公司能够轻松转移到终端市场的定价压力（第二季度利润率结果说明）。</blockquote></p><p></p><p> I expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).</p><p><blockquote>我预计会看到股市盘整所反映的滚动调整，而不是分析师一直假设的 10% 以上的调整。在一段时间（一两个月）内（波动小于 10%）的区间指数（波动小于 10%）会产生与全面修正相同的估值压缩效果，因为收益会增长，而价格保持低迷，导致市盈率缩小（又名滚动修正）。</blockquote></p><p> I foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&amp;P 500 will close out the year higher than it is trading at today.</p><p><blockquote>我预计市场交易将横盘整理，直到Delta变体不再是全球关注的问题。在2021年剩余的5个月里，我仍然看好股市，并相信标普500将以高于今天的交易价格结束这一年。</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>What's Next For The S&P 500: 10% Pullback or Rolling Correction?<blockquote>标普500的下一步是什么：10%回调还是滚动修正？</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\">\nWhat's Next For The S&P 500: 10% Pullback or Rolling Correction?<blockquote>标普500的下一步是什么：10%回调还是滚动修正？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zacks</strong><span class=\"h-time small\">2021-08-05 18:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.</p><p><blockquote>随着这16个月的牛市的成熟，市场变得越来越理性，基于指数的上涨潜力每增加一个百分比，就会减少。这是一个选股者的市场。在 2021 年剩余时间里，定位良好的行业中的优质股票将比大多数指数跟踪 ETF 具有更高的上涨潜力。</blockquote></p><p> The S&amp;P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.</p><p><blockquote>今年到目前为止，标普500的回调幅度还没有超过 5%，自去年 9 月以来也没有出现过实际的调整（回调 10% 或更多），一旦达到 10% 的下跌关口，该指数就很快被买回。尽管这个蓝筹股基准没有表现出任何材料抛售，但迄今为止，其 505 个组件中有超过 90% 在 2021 年经历了 10% 或更大的调整。</blockquote></p><p> <b>Rotations In &amp; Out of Growth &amp; Value</b></p><p><blockquote><b>增长与价值的进出轮换</b></blockquote></p><p> Investors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.</p><p><blockquote>投资者通过在年初重新开盘时轮换进出成长型和价值型板块来保持股市的牛市势头，然后在5月中旬收益率飙升开始消退时又转向成长型股票。下面烛台中的 Vanguard 以增长为导向的 ETF (VUG Quick QuoteVUG-Free Report) 和以价值为导向的 ETF (VTV Quick QuoteVTV-Free Report) 清楚地说明了这种业绩偏差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80d0680692ab8ada950167692164017e\" tg-width=\"620\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Image Source: TradingView</p><p><blockquote>图片来源：TradingView</blockquote></p><p> The year-to-date performance divergence between these two stock groupings illustrates that investors &amp; traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.</p><p><blockquote>这两个股票组合今年迄今为止的表现差异表明，投资者和交易员并没有不分青红皂白地购买。这意味着这种判断会渗透到每一个交易决策（又名选股）中，导致市场收缩过度紧张的领域并重新分配到相对便宜的领域。</blockquote></p><p> <b>Accelerating Annualized Returns</b></p><p><blockquote><b>加速年化回报</b></blockquote></p><p> The S&amp;P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.</p><p><blockquote>16 个月来，标普500一直保持在 75% 的年化回报率趋势线之上。不幸的是，这种回报率甚至远未达到可持续水平。</blockquote></p><p> The S&amp;P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.</p><p><blockquote>过去 30 年来，标普500平均每年上涨 12%。然而，年均增长率却像美酒一样陈年。这一蓝筹股基准在过去十年中的平均年化回报率接近 15%，如果缩小到过去 5 年，这些年收益将超过 16%。</blockquote></p><p> The stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&amp;P 500 isn't viable.</p><p><blockquote>由于技术的快速发展不断加速公司和我们经济的增长前景，股市正在经历不断膨胀的年均涨幅。随着科技在公共股票市场中所占份额越来越大，我预计未来十年年化回报率将继续加速。然而，标普500滚动 75% 的年化回报率是不可行的。</blockquote></p><p> There may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.</p><p><blockquote>可能有太多的边际资本（根据高盛（GS Quick QuoteGS-Free Report）的数据，货币市场基金达到创纪录的5.5万亿美元，市场无法完全纠正。尽管如此，我们仍将在未来几个月进行整合，也就是滚动调整。</blockquote></p><p> We are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.</p><p><blockquote>我们现在正进入这个成熟市场周期的关键点。到目前为止，第二季度财报季表现非常出色，盈利飙升 105%，销售额同比增长 22% 以上。91% 的报告公司超出了每股收益预期，超过 86% 的公司超出了营收预测。估值极高的科技行业第二季度业绩令人敬畏，其中 100% 的业绩超出了每股收益预期，超过 96% 的业绩超出了收入预期，这似乎证明了该领域的泡沫估值是合理的。</blockquote></p><p> However, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.</p><p><blockquote>然而，分析师预计，随着第二季度财报季的结束，盈利增长峰值将成为过去，在这些丰富的市盈率下，估值可能会压缩。即使有这些出色的季度报告和不断增长的全年预期，我们也看到了过度的利润拉动和防御性市场定位。新冠疫情担忧的死灰复燃和货币政策的预期转变也打压了看涨情绪。</blockquote></p><p> Nevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.</p><p><blockquote>尽管如此，板凳上的巨额现金仍在发挥作用，每一次边际下跌都会被买回。美国全国消费者储蓄率远高于过去十年的平均水平。美国人不仅以创纪录的速度参与公共股权市场，而且他们还有充足的流动性来继续购买他们喜欢的股票。</blockquote></p><p> Stocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).</p><p><blockquote>股票仍然是最具吸引力的资产类别，债券市场的负实际利率、天价商品价格、高度波动的加密货币价格以及大多数上市公司能够轻松转移到终端市场的定价压力（第二季度利润率结果说明）。</blockquote></p><p></p><p> I expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).</p><p><blockquote>我预计会看到股市盘整所反映的滚动调整，而不是分析师一直假设的 10% 以上的调整。在一段时间（一两个月）内（波动小于 10%）的区间指数（波动小于 10%）会产生与全面修正相同的估值压缩效果，因为收益会增长，而价格保持低迷，导致市盈率缩小（又名滚动修正）。</blockquote></p><p> I foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&amp;P 500 will close out the year higher than it is trading at today.</p><p><blockquote>我预计市场交易将横盘整理，直到Delta变体不再是全球关注的问题。在2021年剩余的5个月里，我仍然看好股市，并相信标普500将以高于今天的交易价格结束这一年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004\">zacks</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"},"source_url":"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121866583","content_text":"The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.\nThe S&P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.\nRotations In & Out of Growth & Value\nInvestors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.\n\nImage Source: TradingView\nThe year-to-date performance divergence between these two stock groupings illustrates that investors & traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.\nAccelerating Annualized Returns\nThe S&P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.\nThe S&P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.\nThe stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&P 500 isn't viable.\nThere may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.\nWe are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.\nHowever, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.\nNevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.\nStocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).\nI expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).\nI foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&P 500 will close out the year higher than it is trading at today.","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807637227,"gmtCreate":1628034204569,"gmtModify":1631891710075,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807637227","repostId":"1173044069","repostType":4,"repost":{"id":"1173044069","kind":"news","pubTimestamp":1628003772,"share":"https://www.laohunote.com/m/news/1173044069?lang=zh_CN&edition=full","pubTime":"2021-08-03 23:16","market":"us","language":"en","title":"Pentagon on lockdown after gunshots fired near Metro<blockquote>地铁附近发生枪击事件后五角大楼处于封锁状态</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173044069","media":"AP News","summary":"(Aug 3) The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platf","content":"<p>(Aug&nbsp;3)&nbsp;The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.</p><p><blockquote>(8月3日）周二上午，在五角大楼地铁站附近的一个站台附近发生多起枪击事件后，五角大楼被封锁。</blockquote></p><p> At least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.</p><p><blockquote>据两名熟悉枪击事件的人士称，至少有一人死亡，他们不愿透露姓名，因为他们无权公开发布信息。此人的病情尚不清楚。</blockquote></p><p> The incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.</p><p><blockquote>五角大楼保护部队保护局在推特上表示，事件发生在五角大楼运输中心的一个地铁巴士站台上。</blockquote></p><p> A Pentagon announcement said the facility was on lockdown due to “police activity.”</p><p><blockquote>五角大楼发表声明称，由于 “警方活动 ”，该设施已被封锁。</blockquote></p><p> Metro subway trains were ordered to bypass the Pentagon due to a police investigation.</p><p><blockquote>由于警方调查，地铁列车被命令绕过五角大楼。</blockquote></p><p> An Associated Press reporter near the building heard multiple gunshots.</p><p><blockquote>大楼附近的一名美联社记者听到多声枪响。</blockquote></p><p></p>","source":"lsy1628003918714","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>Pentagon on lockdown after gunshots fired near Metro<blockquote>地铁附近发生枪击事件后五角大楼处于封锁状态</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\">\nPentagon on lockdown after gunshots fired near Metro<blockquote>地铁附近发生枪击事件后五角大楼处于封锁状态</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AP News</strong><span class=\"h-time small\">2021-08-03 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.</p><p><blockquote>(8月3日）周二上午，在五角大楼地铁站附近的一个站台附近发生多起枪击事件后，五角大楼被封锁。</blockquote></p><p> At least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.</p><p><blockquote>据两名熟悉枪击事件的人士称，至少有一人死亡，他们不愿透露姓名，因为他们无权公开发布信息。此人的病情尚不清楚。</blockquote></p><p> The incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.</p><p><blockquote>五角大楼保护部队保护局在推特上表示，事件发生在五角大楼运输中心的一个地铁巴士站台上。</blockquote></p><p> A Pentagon announcement said the facility was on lockdown due to “police activity.”</p><p><blockquote>五角大楼发表声明称，由于 “警方活动 ”，该设施已被封锁。</blockquote></p><p> Metro subway trains were ordered to bypass the Pentagon due to a police investigation.</p><p><blockquote>由于警方调查，地铁列车被命令绕过五角大楼。</blockquote></p><p> An Associated Press reporter near the building heard multiple gunshots.</p><p><blockquote>大楼附近的一名美联社记者听到多声枪响。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://apnews.com/article/politics-846e71a1b78370611ba13beb28aa77a9\">AP News</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":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://apnews.com/article/politics-846e71a1b78370611ba13beb28aa77a9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173044069","content_text":"(Aug 3) The Pentagon was on lockdown Tuesday morning after multiple gunshots were fired near a platform by the facility’s Metro station.\nAt least one person was down, according to two people familiar with the shooting, who spoke on condition of anonymity because they were not authorized to release information publicly. The person’s condition was not known.\nThe incident occurred on a Metro bus platform that is part of the Pentagon Transit Center, the Pentagon Protection Force Protection Agency tweeted.\nA Pentagon announcement said the facility was on lockdown due to “police activity.”\nMetro subway trains were ordered to bypass the Pentagon due to a police investigation.\nAn Associated Press reporter near the building heard multiple gunshots.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807635777,"gmtCreate":1628034153799,"gmtModify":1631891710089,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807635777","repostId":"1124475692","repostType":4,"repost":{"id":"1124475692","kind":"news","pubTimestamp":1628003267,"share":"https://www.laohunote.com/m/news/1124475692?lang=zh_CN&edition=full","pubTime":"2021-08-03 23:07","market":"us","language":"en","title":"Eli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利低于预期。股价为何飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124475692","media":"Barron's","summary":"Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.\nEli Lilly repo","content":"<p>Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.</p><p><blockquote>制药巨头礼来公司公布的盈利弱于预期，但股价正在飙升。</blockquote></p><p> Eli Lilly reported a year-over-year leap in second-quarter sales, but much of that rise resulted from the world’s restocking since 2020 lockdowns. Sales still grew a respectable 12%, after adjusting for Covid-19’s impact, while earnings matched Wall Street forecasts.</p><p><blockquote>礼来公司报告称，第二季度销售额同比跃升，但这一增长在很大程度上是由于自 2020 年封锁以来全球范围内的补货。在调整了 Covid-19 的影响后，销售额仍增长了 12%，而盈利则符合华尔街的预测。</blockquote></p><p> Investors were satisfied. Lilly (ticker: LLY) stock is up 4% to $256.53 in Tuesday morning trading, while the Dow Jones Industrial Average is up 0.1% and the S&amp;P 500 is flat.</p><p><blockquote>投资者很满意。礼来公司（股票代码：LLY）股价周二早盘上涨 4%，至 256.53 美元，道琼斯工业平均指数上涨 0.1%，标普500持平。</blockquote></p><p> All told, Lilly’s second-quarter revenue jumped 23% to $6.7 billion. That’s slightly better than the $6.6 billion consensus forecast among analysts tallied at Sentieo.com. The Indianapolis-based company enjoyed strong volume growth. The strong year-over-year comparison benefited from the subdued level of June 2020 business in the Covid lockdown, which sapped $250 million from last year’s quarter, by Lilly estimate. Adjusting for that unusual weakness, as well as one-time benefits in 2021 like the company’s sale of Chinese rights to its erectile dysfunction treatment Cialis, Lilly said that second-quarter sales grew 12%.</p><p><blockquote>总而言之，礼来公司第二季度营收跃升 23%，达到 67 亿美元。这略高于 Sentieo.com 分析师一致预测的 66 亿美元。这家总部位于印第安纳波利斯的公司实现了强劲的销量增长。根据礼来公司的估计，2020 年 6 月 Covid 封锁期间的业务水平较低，与去年同期相比减少了 2.5 亿美元。礼来公司表示，考虑到这一不寻常的疲软，以及 2021 年公司出售其勃起功能障碍治疗药物 Cialis 的中国版权等一次性收益，第二季度销售额增长了 12%。</blockquote></p><p> The company highlighted the strong growth of newer products, like diabetes drug Trulicity, heart drug Jardiance, and psoriasis treatment Taltz. Before year-end 2021, it hopes to file a marketing application for its investigational treatment for Alzheimer’s disease, donanemab. The Food and Drug Administration’s surprise approval of the Alzheimer’s treatment Aduhelm from Biogen (BIIB) has raised investor expectations for other candidates like Lilly’s.</p><p><blockquote>该公司强调了新产品的强劲增长，例如糖尿病药物 Trulicity、心脏病药物 Jardiance 和牛皮癣治疗药物 Taltz。该公司希望在 2021 年底前提交治疗阿尔茨海默病的研究性治疗药物 donanemab 的营销申请。美国食品和药物管理局出人意料地批准了百健公司（BIIB）的阿尔茨海默氏症治疗药物 Aduhelm，这提高了投资者对礼来公司等其他候选药物的期望。</blockquote></p><p> Earnings in the second quarter were $1.4 billion, or $1.53 per share. Adjusting for noncash and one-time accruals, Lilly says EPS were $1.83, which represented growth of about 30% from the adjusted number for the year-ago second quarter.</p><p><blockquote>第二季度盈利为 14 亿美元，即每股 1.53 美元。礼来公司表示，经非现金和一次性应计费用调整后，每股收益为 1.83 美元，比去年同期第二季度调整后的数字增长了约 30%。</blockquote></p><p> Antibody treatments for Covid have been a boost to Lilly stock in recent quarters. Second-quarter revenue from those treatments was $149 million. The appearance of variant strains of the Covid-causing SARS-CoV-2 coronavirus is a problem for custom-crafted antibody treatments, however. While Lilly says that its two authorized antibody products show laboratory effectiveness against the virus’ worrisome Delta variant, the U.S. government stopped shipments of the Lilly antibodies in June on evidence that they don’t neutralize the Beta and Gamma variants.</p><p><blockquote>最近几个季度，针对新冠病毒的抗体治疗提振了礼来公司的股价。这些治疗的第二季度收入为 1.49 亿美元。然而，导致新冠病毒的新型冠状病毒冠状病毒变异株的出现对于定制抗体治疗来说是一个问题。虽然礼来公司表示，其两种授权抗体产品在实验室中显示出对病毒令人担忧的德尔塔变异毒株有效，但美国政府在 6 月份停止了礼来公司抗体的运输，因为有证据表明它们不能中和 Beta 和 Gamma 变种。</blockquote></p><p> So Lilly is writing down the value of some antibody inventories, and the write-down led it to revise its earnings guidance for the 2021 year. Profits this year will come in around a midpoint of about $6.83 a share, says Lilly, instead of the previously guided midpoint of $7.13. Apart from the write-down, and other noncash adjustments, however, the midpoint forecast is unchanged, at $7.90 a share.</p><p><blockquote>因此，礼来公司正在减记一些抗体库存的价值，减记导致其修改了 2021 年的盈利指引。礼来公司表示，今年的利润中位数将约为每股 6.83 美元，而不是之前指导的中位数 7.13 美元。然而，除了减记和其他非现金调整外，中点预测保持不变，为每股 7.90 美元。</blockquote></p><p> Lilly&nbsp;gained&nbsp;4%&nbsp;in&nbsp;morning&nbsp;trading,&nbsp;reached&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfc51bbb6cd284c0017ede89c2bc6240\" tg-width=\"946\" tg-height=\"633\" width=\"100%\" height=\"auto\"></p><p><blockquote>礼来公司早盘上涨4%，创历史新高。</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>Eli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利低于预期。股价为何飙升</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\">\nEli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利低于预期。股价为何飙升</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\">2021-08-03 23:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.</p><p><blockquote>制药巨头礼来公司公布的盈利弱于预期，但股价正在飙升。</blockquote></p><p> Eli Lilly reported a year-over-year leap in second-quarter sales, but much of that rise resulted from the world’s restocking since 2020 lockdowns. Sales still grew a respectable 12%, after adjusting for Covid-19’s impact, while earnings matched Wall Street forecasts.</p><p><blockquote>礼来公司报告称，第二季度销售额同比跃升，但这一增长在很大程度上是由于自 2020 年封锁以来全球范围内的补货。在调整了 Covid-19 的影响后，销售额仍增长了 12%，而盈利则符合华尔街的预测。</blockquote></p><p> Investors were satisfied. Lilly (ticker: LLY) stock is up 4% to $256.53 in Tuesday morning trading, while the Dow Jones Industrial Average is up 0.1% and the S&amp;P 500 is flat.</p><p><blockquote>投资者很满意。礼来公司（股票代码：LLY）股价周二早盘上涨 4%，至 256.53 美元，道琼斯工业平均指数上涨 0.1%，标普500持平。</blockquote></p><p> All told, Lilly’s second-quarter revenue jumped 23% to $6.7 billion. That’s slightly better than the $6.6 billion consensus forecast among analysts tallied at Sentieo.com. The Indianapolis-based company enjoyed strong volume growth. The strong year-over-year comparison benefited from the subdued level of June 2020 business in the Covid lockdown, which sapped $250 million from last year’s quarter, by Lilly estimate. Adjusting for that unusual weakness, as well as one-time benefits in 2021 like the company’s sale of Chinese rights to its erectile dysfunction treatment Cialis, Lilly said that second-quarter sales grew 12%.</p><p><blockquote>总而言之，礼来公司第二季度营收跃升 23%，达到 67 亿美元。这略高于 Sentieo.com 分析师一致预测的 66 亿美元。这家总部位于印第安纳波利斯的公司实现了强劲的销量增长。根据礼来公司的估计，2020 年 6 月 Covid 封锁期间的业务水平较低，与去年同期相比减少了 2.5 亿美元。礼来公司表示，考虑到这一不寻常的疲软，以及 2021 年公司出售其勃起功能障碍治疗药物 Cialis 的中国版权等一次性收益，第二季度销售额增长了 12%。</blockquote></p><p> The company highlighted the strong growth of newer products, like diabetes drug Trulicity, heart drug Jardiance, and psoriasis treatment Taltz. Before year-end 2021, it hopes to file a marketing application for its investigational treatment for Alzheimer’s disease, donanemab. The Food and Drug Administration’s surprise approval of the Alzheimer’s treatment Aduhelm from Biogen (BIIB) has raised investor expectations for other candidates like Lilly’s.</p><p><blockquote>该公司强调了新产品的强劲增长，例如糖尿病药物 Trulicity、心脏病药物 Jardiance 和牛皮癣治疗药物 Taltz。该公司希望在 2021 年底前提交治疗阿尔茨海默病的研究性治疗药物 donanemab 的营销申请。美国食品和药物管理局出人意料地批准了百健公司（BIIB）的阿尔茨海默氏症治疗药物 Aduhelm，这提高了投资者对礼来公司等其他候选药物的期望。</blockquote></p><p> Earnings in the second quarter were $1.4 billion, or $1.53 per share. Adjusting for noncash and one-time accruals, Lilly says EPS were $1.83, which represented growth of about 30% from the adjusted number for the year-ago second quarter.</p><p><blockquote>第二季度盈利为 14 亿美元，即每股 1.53 美元。礼来公司表示，经非现金和一次性应计费用调整后，每股收益为 1.83 美元，比去年同期第二季度调整后的数字增长了约 30%。</blockquote></p><p> Antibody treatments for Covid have been a boost to Lilly stock in recent quarters. Second-quarter revenue from those treatments was $149 million. The appearance of variant strains of the Covid-causing SARS-CoV-2 coronavirus is a problem for custom-crafted antibody treatments, however. While Lilly says that its two authorized antibody products show laboratory effectiveness against the virus’ worrisome Delta variant, the U.S. government stopped shipments of the Lilly antibodies in June on evidence that they don’t neutralize the Beta and Gamma variants.</p><p><blockquote>最近几个季度，针对新冠病毒的抗体治疗提振了礼来公司的股价。这些治疗的第二季度收入为 1.49 亿美元。然而，导致新冠病毒的新型冠状病毒冠状病毒变异株的出现对于定制抗体治疗来说是一个问题。虽然礼来公司表示，其两种授权抗体产品在实验室中显示出对病毒令人担忧的德尔塔变异毒株有效，但美国政府在 6 月份停止了礼来公司抗体的运输，因为有证据表明它们不能中和 Beta 和 Gamma 变种。</blockquote></p><p> So Lilly is writing down the value of some antibody inventories, and the write-down led it to revise its earnings guidance for the 2021 year. Profits this year will come in around a midpoint of about $6.83 a share, says Lilly, instead of the previously guided midpoint of $7.13. Apart from the write-down, and other noncash adjustments, however, the midpoint forecast is unchanged, at $7.90 a share.</p><p><blockquote>因此，礼来公司正在减记一些抗体库存的价值，减记导致其修改了 2021 年的盈利指引。礼来公司表示，今年的利润中位数将约为每股 6.83 美元，而不是之前指导的中位数 7.13 美元。然而，除了减记和其他非现金调整外，中点预测保持不变，为每股 7.90 美元。</blockquote></p><p> Lilly&nbsp;gained&nbsp;4%&nbsp;in&nbsp;morning&nbsp;trading,&nbsp;reached&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfc51bbb6cd284c0017ede89c2bc6240\" tg-width=\"946\" tg-height=\"633\" width=\"100%\" height=\"auto\"></p><p><blockquote>礼来公司早盘上涨4%，创历史新高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/eli-lilly-stock-earnings-sales-51628001381?siteid=yhoof2\">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":{"LLY":"礼来"},"source_url":"https://www.barrons.com/articles/eli-lilly-stock-earnings-sales-51628001381?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124475692","content_text":"Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.\nEli Lilly reported a year-over-year leap in second-quarter sales, but much of that rise resulted from the world’s restocking since 2020 lockdowns. Sales still grew a respectable 12%, after adjusting for Covid-19’s impact, while earnings matched Wall Street forecasts.\nInvestors were satisfied. Lilly (ticker: LLY) stock is up 4% to $256.53 in Tuesday morning trading, while the Dow Jones Industrial Average is up 0.1% and the S&P 500 is flat.\nAll told, Lilly’s second-quarter revenue jumped 23% to $6.7 billion. That’s slightly better than the $6.6 billion consensus forecast among analysts tallied at Sentieo.com. The Indianapolis-based company enjoyed strong volume growth. The strong year-over-year comparison benefited from the subdued level of June 2020 business in the Covid lockdown, which sapped $250 million from last year’s quarter, by Lilly estimate. Adjusting for that unusual weakness, as well as one-time benefits in 2021 like the company’s sale of Chinese rights to its erectile dysfunction treatment Cialis, Lilly said that second-quarter sales grew 12%.\nThe company highlighted the strong growth of newer products, like diabetes drug Trulicity, heart drug Jardiance, and psoriasis treatment Taltz. Before year-end 2021, it hopes to file a marketing application for its investigational treatment for Alzheimer’s disease, donanemab. The Food and Drug Administration’s surprise approval of the Alzheimer’s treatment Aduhelm from Biogen (BIIB) has raised investor expectations for other candidates like Lilly’s.\nEarnings in the second quarter were $1.4 billion, or $1.53 per share. Adjusting for noncash and one-time accruals, Lilly says EPS were $1.83, which represented growth of about 30% from the adjusted number for the year-ago second quarter.\nAntibody treatments for Covid have been a boost to Lilly stock in recent quarters. Second-quarter revenue from those treatments was $149 million. The appearance of variant strains of the Covid-causing SARS-CoV-2 coronavirus is a problem for custom-crafted antibody treatments, however. While Lilly says that its two authorized antibody products show laboratory effectiveness against the virus’ worrisome Delta variant, the U.S. government stopped shipments of the Lilly antibodies in June on evidence that they don’t neutralize the Beta and Gamma variants.\nSo Lilly is writing down the value of some antibody inventories, and the write-down led it to revise its earnings guidance for the 2021 year. Profits this year will come in around a midpoint of about $6.83 a share, says Lilly, instead of the previously guided midpoint of $7.13. Apart from the write-down, and other noncash adjustments, however, the midpoint forecast is unchanged, at $7.90 a share.\nLilly gained 4% in morning trading, reached record high.","news_type":1,"symbols_score_info":{"LLY":0.9}},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174211928,"gmtCreate":1627100493964,"gmtModify":1631891710080,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174211928","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohunote.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看蔚来与今天的特斯拉相比如何，蔚来独特的卖点，以及两家公司之间的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不算太贵。</li><li>然而，蔚来并不是一只低风险股票，它可能不是每个人的好选择。投资者还应该考虑蔚来汽车相对于传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock 来自盖蒂图片社</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来（蔚来）是中国领先的电动汽车企业之一，通过有吸引力的品牌和独特的BaaS产品，吸引了消费者和投资者的极大兴趣。然而，如今该公司的规模仍然远小于目前引领全球电动汽车市场的特斯拉 (TSLA)。蔚来目前专注于国内市场，特斯拉还是一家小公司时也是如此，但蔚来也将努力在海外市场抢占市场份额。股价已经大幅上涨，但如果蔚来能够复制特斯拉的成功，这可能是完全合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020 年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数电动汽车纯玩家的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了 245%，而特斯拉同期上涨了 101%。然而，这两家公司目前的股价均低于历史高点，该高点在 2021 年初触及，之后市场对电动汽车 pureplays 的情绪有所降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标价低约 30%。如果分析师界是正确的，那么蔚来在这里是一个更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的分析师目标价有很大的上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。这两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，这两者是相似的，但在其他方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也一直在发展其他一些业务，例如储能。特斯拉的大部分收入是通过销售电动汽车产生的，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。两家公司都提供少量不同的车辆，特斯拉是众所周知的 S、X、3 和 Y，而蔚来则提供轿车 (ET7) 和三款 SUV (EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大区别。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都为客户提供某种类型的充电基础设施，就特斯拉而言，这就是增压器网络，特斯拉车主可以在其中为汽车充电，功率高达 250kW，具体取决于安装的增压器版本。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来充电站将电池更换为充满电的电池，这一过程只需几分钟，因此与特斯拉和其他电动汽车制造商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/更换时间方面具有优势，但应该注意的是，与蔚来的换电站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商所提供的产品相比，蔚来汽车的产品是一个独特的卖点。这是否最终会带来回报还有待观察，但随着电动汽车领域的竞争日益激烈，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了 201,000 辆汽车，高于 2020 年第二季度的 103,000 辆汽车。这是同比的强劲增长，尽管略低于 100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为 9 倍，当我们查看两家公司的市值时，我们会发现这一比例几乎完全相同，因为特斯拉 6400 亿美元的市值约为 9 倍蔚来的 720 亿美元。在类似的增长率下，这将是完全有意义的，但看起来蔚来目前可能是更好的交易，因为它的估值相当，同时产生了更好的增长。未来几个季度尤其如此，特斯拉的增长预计将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>预计特斯拉的收入将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来预计其收入将在 2021 年至 2023 年间从 54 亿美元激增至 128 亿美元，年增长率为 54%。因此，相对而言，预计未来两年蔚来的增长速度将远远超过特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家公司来说，保持巨大的增长率变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加 50% 以上的收入是不可能永远的。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍然应该考虑这个重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来 2025 年收入预期为 226 亿美元，比 2023 年预期再增长 80%，比分析师对 2021 年的预测增长 320%。与此同时，特斯拉预计 2025 年收入将达到 1225 亿美元，这是一个很大的数字，但比 2023 年增长相对较弱的 48%，比 2021 年总共增长 150%。因此，在 2021 年至 2025 年间，蔚来的收入将增长 4 倍，而特斯拉的收入将增长 2.5 倍——在其他条件相同的情况下，这是一个有意义的差异，应该可以让蔚来获得溢价估值，就像特斯拉值得拥有与大众汽车等传统参与者相比的溢价估值（OTCPK：VWAGY）。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>将 2025 年的收入预测与两家公司目前的估值进行比较，我们发现蔚来的交易价格为 2025 年销售额的 3.2 倍，而特斯拉的 2025 年销售额倍数为 5.2。对于长期投资者来说，蔚来目前似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使是 2025 年 3.2 倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，即使其股票绝对不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间范围。如今，蔚来比特斯拉小得多，因此理所当然地以较小的市值进行交易。还应该指出的是，不能保证特斯拉的股票是电动汽车公司估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票价格被低估，这也是可能性之一，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约 80 万辆汽车时，确实应该获得 6000 亿美元左右的市值，那么蔚来最终也可能达到这个目标，尽管不是在短期内。蔚来今年将销售约 9 万辆汽车，到 2025 年这一数字应该会增长到约 40 万辆。如果蔚来的销量在这一点后每年增长 15%，那么到 2030 年（即 9 年后），它可能会售出约 80 万辆汽车。如果想要假设更快的增长，每年 80 万辆汽车的大关也可能在 2030 年之前跨过，例如在 2028 年或 2029 年。如果我们现在真的选择 2030 年，那么按照与特斯拉类似的交付量与市值比率，蔚来到 2030 年的估值可能会超过 6000 亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我相信还远未确定。就我个人而言，看到特斯拉的估值压缩不会太惊讶，因此蔚来在 2030 年的市值可能远低于 6000 亿美元的水平，即使它继续大幅增长。蔚来汽车的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场尤其知名的强大品牌，处于有利的增长位置。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还需要注意的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这个水平，也根本不能保证两家公司的市值相似。到那时，特斯拉的估值可能会更高，例如，如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内价值数千亿美元，就像特斯拉一样，但这根本不能保证。即使发生了这种情况，到那时特斯拉的价值可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入还是卖出的好股票？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样大或高估值并不重要。相反，投资者应该问问自己，未来几年他们可以预期的总回报是多少，以及这些预期回报相对于蔚来商业模式的风险是否足够高。关于这些风险，值得一提的是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池更换而处于相对有利的地位，我相信这是一个强大的卖点。最后但并非最不重要的一点是，该公司对中国本土市场的依赖是一个应牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常宽容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众或福特等拥有有吸引力的电动汽车产品的传统厂商也能享受巨大的折扣。但如果想投资电动汽车 pureplay，蔚来似乎并不是一个糟糕的选择。该公司结合了强大的品牌、独特的 BaaS 产品、高增长率以及与电动汽车之王特斯拉的估值相比折扣的股票交易。蔚来的收入略高于 2025 年的 3 倍，与其他电动汽车纯电动汽车相比似乎并不算太贵，尽管当然，这仍然代表着与传统厂商相比的溢价。如果蔚来能够很好地执行并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的负面影响，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的电动汽车 pureplay，蔚来仍然很有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174219118,"gmtCreate":1627100356334,"gmtModify":1631891710082,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174219118","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":608568452,"gmtCreate":1638760138349,"gmtModify":1638760138440,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608568452","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益，随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发，以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一，<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日，随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四，美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后，截至 9 月份，未偿消费者债务总额平均每月增加 200 亿美元，达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺，仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上，央行结束了量化宽松计划，并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人，为疫情开始以来的最低水平，仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议，并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%，比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%，而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次，上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时，最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66，略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVS":"西维斯健康","BK4088":"住宅建筑","COST":"好市多","GME":"游戏驿站","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"CVS":0.9,"COST":0.9,"GME":0.9,"TOL":0.9}},"isVote":1,"tweetType":1,"viewCount":4085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847635280,"gmtCreate":1636512083073,"gmtModify":1636512083184,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847635280","repostId":"1188205095","repostType":4,"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174219118,"gmtCreate":1627100356334,"gmtModify":1631891710082,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174219118","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604470379,"gmtCreate":1639442176091,"gmtModify":1639442176091,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604470379","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608566028,"gmtCreate":1638760180478,"gmtModify":1638760180478,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608566028","repostId":"2189571734","repostType":4,"isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603747310,"gmtCreate":1638456513494,"gmtModify":1638456513494,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603747310","repostId":"1143852477","repostType":4,"repost":{"id":"1143852477","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638456313,"share":"https://www.laohunote.com/m/news/1143852477?lang=zh_CN&edition=full","pubTime":"2021-12-02 22:45","market":"us","language":"en","title":"Hot chinese concept stocks climbed in morning trading<blockquote>热门中国概念股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143852477","media":"Tiger Newspress","summary":"Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global&nbsp;and&nbsp;KE&nbsp;Holdings&nbsp;climbed between 1% and 8%.","content":"<p>Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global&nbsp;and&nbsp;KE&nbsp;Holdings&nbsp;climbed between 1% and 8%.</p><p><blockquote>热门中概股早盘上涨.阿里巴巴、京东、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球和科控股上涨1%至8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/20f41ee0d0d5f8f298835830cf61c346\" tg-width=\"403\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot chinese concept stocks climbed in morning trading<blockquote>热门中国概念股早盘上涨</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; 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\">\nHot chinese concept stocks climbed in morning trading<blockquote>热门中国概念股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 22:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global&nbsp;and&nbsp;KE&nbsp;Holdings&nbsp;climbed between 1% and 8%.</p><p><blockquote>热门中概股早盘上涨.阿里巴巴、京东、百度、网易、蔚来、小鹏汽车、理想汽车、滴滴全球和科控股上涨1%至8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/20f41ee0d0d5f8f298835830cf61c346\" tg-width=\"403\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","NTES":"网易","NIO":"蔚来","XPEV":"小鹏集团","JD":"京东","BIDU":"百度","LI":"理想汽车","BEKE":"贝壳","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143852477","content_text":"Hot chinese concept stocks climbed in morning trading.Alibaba,JD.com,Baidu,NetEase,Nio,Xpeng Motors,Li Auto,DiDi Global and KE Holdings climbed between 1% and 8%.","news_type":1,"symbols_score_info":{"NIO":0.9,"BIDU":0.9,"LI":0.9,"NTES":0.9,"BABA":0.9,"JD":0.9,"XPEV":0.9,"DIDI":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836795007,"gmtCreate":1629520834709,"gmtModify":1631891710065,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836795007","repostId":"2161745179","repostType":2,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836796611,"gmtCreate":1629520759933,"gmtModify":1631891710069,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836796611","repostId":"2161745179","repostType":4,"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847635309,"gmtCreate":1636512040810,"gmtModify":1636512040810,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847635309","repostId":"1137857458","repostType":4,"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607630782,"gmtCreate":1639531140201,"gmtModify":1639531140338,"author":{"id":"4088321159091750","authorId":"4088321159091750","name":"kennylimgk","avatar":"https://static.tigerbbs.com/94e48943297f33a150335acd42b8642f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088321159091750","authorIdStr":"4088321159091750"},"themes":[],"title":"","htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607630782","repostId":"1132065410","repostType":2,"isVote":1,"tweetType":1,"viewCount":2532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}