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2021-12-10

Hope he is joking… he spend so much efforts into all these companies…. Will be a waste

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2021-12-06

More pain may be on the way…. But it doesn’t mean it is a bad thing in long term

What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</blockquote>

2021-12-02

Looking forward to buy more

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2021-11-29

Just get both….

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2021-11-24

Is this the beginning of the profit taking season? Hmmm

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2021-11-21

Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues

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2021-11-15

Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.

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2021-11-12

I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….

Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买？这三只龙头股已经下跌超过40%</blockquote>

2021-11-12

$Enphase Energy(ENPH)$This company differentiate itself from the rest of the solar companies… well done Enphase.

2021-11-10

$Upstart Holdings, Inc.(UPST)$Is this the start ofthe end?

2021-11-08

$Macy's(M)$Is this a good buy now? Any comment?

2021-11-07

$Airbnb, Inc.(ABNB)$Miss this big time

2021-11-04

$Zillow(ZG)$So painful

2021-11-04

Go go go

Hot chinese concept stocks rallied in premarket trading<blockquote>热门中国概念股盘前交易反弹</blockquote>

2021-11-04

This is just incredible…. Will it be like last year?

Tesla shares surged more than 2% to a new high in premarket trading<blockquote>特斯拉股价在盘前交易中飙升超过2%，创下新高</blockquote>

2021-11-03

$Sea Ltd(SE)$Why is it still rising….

2021-11-02

$SoFi Technologies Inc.(SOFI)$Will it moon again?

2021-11-01

$Zillow(ZG)$Expecting Zillow to hit their expection despite they stopped buying houses for flipping. Bullish on them.

2021-10-30

$Tesla Motors(TSLA)$Will Tesla break through $1200 next week?

2021-10-29

Buy the dip!

Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</blockquote>

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Will be a waste","listText":"Hope he is joking… he spend so much efforts into all these companies…. Will be a waste","text":"Hope he is joking… he spend so much efforts into all these companies…. Will be a waste","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605136087","repostId":"1116553400","repostType":4,"isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606092355,"gmtCreate":1638799283893,"gmtModify":1638800035612,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","listText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","text":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/606092355","repostId":"1138852642","repostType":4,"repost":{"id":"1138852642","kind":"news","pubTimestamp":1638769615,"share":"https://www.laohunote.com/m/news/1138852642?lang=zh_CN&edition=full","pubTime":"2021-12-06 13:46","market":"us","language":"en","title":"What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138852642","media":"Barrons","summary":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the ye","content":"<p>Now can we have a correction?</p><p><blockquote>现在我们可以更正一下了吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们本希望能有更好的结果，比如在年底融化。但是，由于发现了 Covid-19 的奥密克戎变种，股市在黑色星期五暴跌后，上周股市被重创，但这似乎不太可能。标普500指数本周收盘下跌 1.2%，道琼斯工业平均指数下跌 319.26 点，跌幅 0.9%，纳斯达克综合指数下跌 2.6%。小盘股罗素 2000 指数本周下跌 3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映本周的波动有多大。在周一小幅反弹后，道琼斯指数周二暴跌652.22点。周三，它在早盘交易中反弹，然后回吐了这些涨幅，然后是一些涨幅，收盘下跌 461.68 点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票成功收高。周四，道琼斯指数创下 3 月份以来的最大涨幅，但苹果下跌 0.6%，此前有报道称，该公司正在为不温不火的 iPhone 需求让供应商做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括 Adobe (ADBE)、特斯拉 (TSLA) 和英伟达 (NVDA) 在内的大型昂贵成长型股票终于陷入抛售。“Canaccord Genuity 分析师马丁-罗伯格（Martin Roberge）指出：”鉴于许多'成长型'股票的估值过高，后者在本周的调整中首当其冲。</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘时较 2021 年高点下跌 3.5%，略低于该指数 9 月份的跌幅，当时每个人都预测调整从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了，取而代之的是新的 Covid 变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身已经够糟糕的了--没有人知道它会对经济造成多大伤害--但随后美联储主席鲍威尔不得不承认，通胀毕竟不是暂时的，缩减通胀的速度可能要快于预期。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>“CIBC Private Wealth US 首席投资官戴夫-多纳贝迪安（Dave Donabedian）说：”他如此强烈地依赖这一信息，这告诉你一些战略变化即将到来。</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时间有点奇怪。有关在美国发现奥密克戎的头条新闻已经困扰着市场。鲍威尔让事情变得更糟。尽管如此，也许投资者应该问他为什么选择在那一天发表评论，而不是问他的声明本可以更有力。“MKM Partners 首席经济学家迈克尔-达尔达（Michael Darda）说：”想象一下，如果没有变体，演讲会是什么样子。</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场完全正确。尽管头条新闻大错特错，就业报告依然稳健，失业率降至4.2%，参与率升至61.8%。供应管理协会（Institute for Supply Management）的非制造业调查达到创纪录的 69.1，而制造业指数也保持在 60 以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>这些数据非常好，以至于亚特兰大联储对美国第四季度经济增长的 GDPNow 估计最近达到了 9.7%。定于本周五公布的消费者价格指数预计11月份将上涨0.65%。所有这些都表明，经济已经为收紧货币政策做好了准备，即使股市还没有。“达尔达说：”鲍威尔是对的，即使市场有点恐慌。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果情况再糟糕一点，也不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>摩根士丹利认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新型冠状病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们 “并不那么担心奥密克戎是股市的主要风险因素”，但在美联储主席鲍威尔（Jerome Powell）暗示可能加速缩减资产购买规模后，策略师们认为其他地方也出现了不利因素。“以迈克尔-威尔逊（Michael Wilson）为首的策略师在给客户的一份报告中写道：”缩减规模正在收紧市场，这将导致估值下降，就像在任何复苏的这个阶段一样。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些言论呼应了其他策略师的观点，其中包括摩根大通的策略师，他们指出央行的鹰派转向是其股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>“摩根士丹利策略师写道：”由于多种原因，股市正在恢复九个多月前开始的降级进程。他们预测，标普500远期市盈率将下降约 12%，而且 “随着股票投资者在预期长期利率大幅上升的情况下开始要求更高的风险溢价”，跌幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们 “预计未来一段时间的波动性将加剧，因为投资者试图根据不充分和参差不齐的数据评估奥密克戎和美联储的风险”。虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来悲观的情况。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</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 Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</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 13:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now can we have a correction?</p><p><blockquote>现在我们可以更正一下了吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们本希望能有更好的结果，比如在年底融化。但是，由于发现了 Covid-19 的奥密克戎变种，股市在黑色星期五暴跌后，上周股市被重创，但这似乎不太可能。标普500指数本周收盘下跌 1.2%，道琼斯工业平均指数下跌 319.26 点，跌幅 0.9%，纳斯达克综合指数下跌 2.6%。小盘股罗素 2000 指数本周下跌 3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映本周的波动有多大。在周一小幅反弹后，道琼斯指数周二暴跌652.22点。周三，它在早盘交易中反弹，然后回吐了这些涨幅，然后是一些涨幅，收盘下跌 461.68 点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票成功收高。周四，道琼斯指数创下 3 月份以来的最大涨幅，但苹果下跌 0.6%，此前有报道称，该公司正在为不温不火的 iPhone 需求让供应商做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括 Adobe (ADBE)、特斯拉 (TSLA) 和英伟达 (NVDA) 在内的大型昂贵成长型股票终于陷入抛售。“Canaccord Genuity 分析师马丁-罗伯格（Martin Roberge）指出：”鉴于许多'成长型'股票的估值过高，后者在本周的调整中首当其冲。</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘时较 2021 年高点下跌 3.5%，略低于该指数 9 月份的跌幅，当时每个人都预测调整从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了，取而代之的是新的 Covid 变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身已经够糟糕的了--没有人知道它会对经济造成多大伤害--但随后美联储主席鲍威尔不得不承认，通胀毕竟不是暂时的，缩减通胀的速度可能要快于预期。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>“CIBC Private Wealth US 首席投资官戴夫-多纳贝迪安（Dave Donabedian）说：”他如此强烈地依赖这一信息，这告诉你一些战略变化即将到来。</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时间有点奇怪。有关在美国发现奥密克戎的头条新闻已经困扰着市场。鲍威尔让事情变得更糟。尽管如此，也许投资者应该问他为什么选择在那一天发表评论，而不是问他的声明本可以更有力。“MKM Partners 首席经济学家迈克尔-达尔达（Michael Darda）说：”想象一下，如果没有变体，演讲会是什么样子。</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场完全正确。尽管头条新闻大错特错，就业报告依然稳健，失业率降至4.2%，参与率升至61.8%。供应管理协会（Institute for Supply Management）的非制造业调查达到创纪录的 69.1，而制造业指数也保持在 60 以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>这些数据非常好，以至于亚特兰大联储对美国第四季度经济增长的 GDPNow 估计最近达到了 9.7%。定于本周五公布的消费者价格指数预计11月份将上涨0.65%。所有这些都表明，经济已经为收紧货币政策做好了准备，即使股市还没有。“达尔达说：”鲍威尔是对的，即使市场有点恐慌。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果情况再糟糕一点，也不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>摩根士丹利认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新型冠状病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们 “并不那么担心奥密克戎是股市的主要风险因素”，但在美联储主席鲍威尔（Jerome Powell）暗示可能加速缩减资产购买规模后，策略师们认为其他地方也出现了不利因素。“以迈克尔-威尔逊（Michael Wilson）为首的策略师在给客户的一份报告中写道：”缩减规模正在收紧市场，这将导致估值下降，就像在任何复苏的这个阶段一样。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些言论呼应了其他策略师的观点，其中包括摩根大通的策略师，他们指出央行的鹰派转向是其股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>“摩根士丹利策略师写道：”由于多种原因，股市正在恢复九个多月前开始的降级进程。他们预测，标普500远期市盈率将下降约 12%，而且 “随着股票投资者在预期长期利率大幅上升的情况下开始要求更高的风险溢价”，跌幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们 “预计未来一段时间的波动性将加剧，因为投资者试图根据不充分和参差不齐的数据评估奥密克戎和美联储的风险”。虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来悲观的情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138852642","content_text":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.\nThose numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.\nOn Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.\nThe S&P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.\nOmicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.\n“He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.\nThe timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.\nThe thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.\nThe data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.\nDon’t be surprised if it freaks out a bit more.\nMorgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron\nStock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.\nWhile they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.\n\nThe comments echo the views of other strategists, including those at JPMorgan Chase & Co., who singled out a hawkish turn by central banks as the main risk to their outlook for stocks. But while JPMorgan reiterated on Monday that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&P 500 trending lower, and valuations declining.\n“Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”\nUBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603559313,"gmtCreate":1638431083536,"gmtModify":1638431084283,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Looking forward to buy more","listText":"Looking forward to buy more","text":"Looking forward to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603559313","repostId":"1139132596","repostType":4,"isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600785673,"gmtCreate":1638198106849,"gmtModify":1638198182816,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Just get both….","listText":"Just get both….","text":"Just get both….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600785673","repostId":"2186262293","repostType":4,"isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874016242,"gmtCreate":1637711444107,"gmtModify":1637711444238,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Is this the beginning of the profit taking season? Hmmm","listText":"Is this the beginning of the profit taking season? Hmmm","text":"Is this the beginning of the profit taking season? Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874016242","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872154657,"gmtCreate":1637462212435,"gmtModify":1637462212519,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","listText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","text":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872154657","repostId":"2184828468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873663052,"gmtCreate":1636938611638,"gmtModify":1636938611754,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","listText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","text":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873663052","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":3947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879809380,"gmtCreate":1636697530453,"gmtModify":1636698085081,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","listText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","text":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879809380","repostId":"1137718483","repostType":4,"repost":{"id":"1137718483","kind":"news","pubTimestamp":1636677707,"share":"https://www.laohunote.com/m/news/1137718483?lang=zh_CN&edition=full","pubTime":"2021-11-12 08:41","market":"us","language":"en","title":"Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买？这三只龙头股已经下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137718483","media":"Motley Fool","summary":"$Alibaba$ Group has plummeted 49% since peaking 13 months ago.Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.Alibaba and two other U.S. former market darlings have a strong chance to bounce back from here.Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day c","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自 13 个月前达到峰值以来，该集团股价已暴跌 49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴的光棍节已今非昔比。</li><li>阿里巴巴-SW和另外两个美国前市场宠儿很有可能从这里反弹。</li></ul>市场波动越来越大，但仍接近近期历史高点。你是在等待市场遭受重创后才把你的钱放在场外工作吗？嗯，去年很多最大的明星已经崩溃了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自创下历史新高以来，股价均暴跌至少 40%。降价似乎太过分了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1. 阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>周四对中国在线零售商来说本应是大日子。今天是光棍节!阿里巴巴-SW创造了每年 11 月 11 日举行的购物节日——由于 11/11 日期而被称为光棍节——但此后已被小型电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节与众不同。中国政府对“共同富裕”的推动发现，吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入双十一交易日时，比去年底创下的历史高点低 49%。在中国政府打击多个行业后，投资者避开了中国成长型股票，但双十一真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长 32%。即使现在阿里巴巴-SW正在努力应对 COVID-19 危机和该国的共同繁荣目标，追踪收入仍攀升了 40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。既然我们基本上已经接种了疫苗，病例数也降低了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为前景黯淡。与阿里巴巴-SW一样，Zoom 的股价也在 13 个月前达到顶峰。Zoom 股价自该高点以来已暴跌 57%。这里的转折是变焦仍在增长。最新季度收入增长 54%。当然，收入正在减速。我们不会回到 Zoom 在前五份季度报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom 在复苏环境中仍在增长。视频会议将继续是一种具有成本效益的方式来收集和完成事情。Zoom 正在充实其产品，最近一次笨拙的收购尝试不会阻止进化过程。去年有一段疯狂的时期，Zoom 的交易价格是历史收入的 100 倍以上。令人兴奋的销售增长和级联的股价的一两重打击发现，这一倍数目前已降至仅 20。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3. Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。视觉发现引擎是一个宝贵的资源，用于食谱、装饰技巧，以及一旦我们能够在疫情之后安全旅行，我们想去的目的地做白日梦。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团开胃菜，出去吃别人的面包。Pinterest现在活跃用户连续下降，令投资者感到震惊。该股已较 2 月份的峰值暴跌 49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，主要是股票交易，Pinterest的估值将达到每股 70 美元。Pinterest投资者对持有更多股份感到自大，他们希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest现在必须升值 53% 才能达到 70 美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal股价在最初的传闻中遭到抛售，但即使现在交易尚未摆在桌面上，股价仍在继续下跌。既然这两只股票都失宠了，它可能不会屈膝回来，但Pinterest仍然拥有一个充满活力的平台，货币化也在不断提高。随着广告商纷纷利用营销机会接触利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom 和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好较历史高点下跌了 49% 至 57%。你不需要等到市场崩盘发生才能买到便宜货。他们现在在外面。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买？这三只龙头股已经下跌超过40%</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\">\nWhy Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买？这三只龙头股已经下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-12 08:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自 13 个月前达到峰值以来，该集团股价已暴跌 49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴的光棍节已今非昔比。</li><li>阿里巴巴-SW和另外两个美国前市场宠儿很有可能从这里反弹。</li></ul>市场波动越来越大，但仍接近近期历史高点。你是在等待市场遭受重创后才把你的钱放在场外工作吗？嗯，去年很多最大的明星已经崩溃了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自创下历史新高以来，股价均暴跌至少 40%。降价似乎太过分了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1. 阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>周四对中国在线零售商来说本应是大日子。今天是光棍节!阿里巴巴-SW创造了每年 11 月 11 日举行的购物节日——由于 11/11 日期而被称为光棍节——但此后已被小型电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节与众不同。中国政府对“共同富裕”的推动发现，吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入双十一交易日时，比去年底创下的历史高点低 49%。在中国政府打击多个行业后，投资者避开了中国成长型股票，但双十一真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长 32%。即使现在阿里巴巴-SW正在努力应对 COVID-19 危机和该国的共同繁荣目标，追踪收入仍攀升了 40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。既然我们基本上已经接种了疫苗，病例数也降低了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为前景黯淡。与阿里巴巴-SW一样，Zoom 的股价也在 13 个月前达到顶峰。Zoom 股价自该高点以来已暴跌 57%。这里的转折是变焦仍在增长。最新季度收入增长 54%。当然，收入正在减速。我们不会回到 Zoom 在前五份季度报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom 在复苏环境中仍在增长。视频会议将继续是一种具有成本效益的方式来收集和完成事情。Zoom 正在充实其产品，最近一次笨拙的收购尝试不会阻止进化过程。去年有一段疯狂的时期，Zoom 的交易价格是历史收入的 100 倍以上。令人兴奋的销售增长和级联的股价的一两重打击发现，这一倍数目前已降至仅 20。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3. Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。视觉发现引擎是一个宝贵的资源，用于食谱、装饰技巧，以及一旦我们能够在疫情之后安全旅行，我们想去的目的地做白日梦。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团开胃菜，出去吃别人的面包。Pinterest现在活跃用户连续下降，令投资者感到震惊。该股已较 2 月份的峰值暴跌 49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，主要是股票交易，Pinterest的估值将达到每股 70 美元。Pinterest投资者对持有更多股份感到自大，他们希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest现在必须升值 53% 才能达到 70 美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal股价在最初的传闻中遭到抛售，但即使现在交易尚未摆在桌面上，股价仍在继续下跌。既然这两只股票都失宠了，它可能不会屈膝回来，但Pinterest仍然拥有一个充满活力的平台，货币化也在不断提高。随着广告商纷纷利用营销机会接触利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom 和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好较历史高点下跌了 49% 至 57%。你不需要等到市场崩盘发生才能买到便宜货。他们现在在外面。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","PINS":"Pinterest, Inc.","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137718483","content_text":"Key Points\n\nAlibaba Group has plummeted 49% since peaking 13 months ago.\nAlibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.\nAlibaba and two other U.S. former market darlings have a strong chance to bounce back from here.\n\nThe market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.\nShares ofAlibaba Group Holding(NYSE:BABA),Zoom Video, and Pinterest have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.\n1. Alibaba\nThursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.\nSingles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.\nAlibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.\n2. Zoom Video\nThe rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?\nThe market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.\nHowever, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.\n3. Pinterest\nA year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.\nEverything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.\nLast month PayPal Holdings was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.\nPayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.\nAlibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.","news_type":1,"symbols_score_info":{"PINS":0.9,"ZM":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000640","authorIdStr":"9000000000000640"},"content":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","text":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","html":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market."},{"author":{"id":"9000000000000591","authorId":"9000000000000591","name":"EvelynHoover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000591","authorIdStr":"9000000000000591"},"content":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","text":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","html":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879349861,"gmtCreate":1636684695996,"gmtModify":1636684696245,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a>This company differentiate itself from the rest of the solar companies… well done Enphase.","listText":"<a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a>This company differentiate itself from the rest of the solar companies… well done Enphase.","text":"$Enphase Energy(ENPH)$This company differentiate itself from the rest of the solar companies… well done Enphase.","images":[{"img":"https://static.tigerbbs.com/05f059b61f35dd1ce45a4c0a9b3aae0f","width":"750","height":"2389"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879349861","isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847161168,"gmtCreate":1636501893087,"gmtModify":1636501893361,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Is this the start ofthe end?","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>Is this the start ofthe end?","text":"$Upstart Holdings, Inc.(UPST)$Is this the start ofthe end?","images":[{"img":"https://static.tigerbbs.com/1b778a35aabb358c5dadb6f4e409feb4","width":"750","height":"2389"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847161168","isVote":1,"tweetType":1,"viewCount":3235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845632846,"gmtCreate":1636333694559,"gmtModify":1636333694830,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/M\">$Macy's(M)$</a>Is this a good buy now? Any comment?","listText":"<a href=\"https://laohu8.com/S/M\">$Macy's(M)$</a>Is this a good buy now? Any comment?","text":"$Macy's(M)$Is this a good buy now? Any comment?","images":[{"img":"https://static.tigerbbs.com/84a6c256594047f72cd120c34b5987af","width":"750","height":"2443"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845632846","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845101169,"gmtCreate":1636295424486,"gmtModify":1636296855239,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>Miss this big time","listText":"<a href=\"https://laohu8.com/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>Miss this big time","text":"$Airbnb, Inc.(ABNB)$Miss this big time","images":[{"img":"https://static.tigerbbs.com/103fb87079609243d04e4559302c75d6","width":"750","height":"2443"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845101169","isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848418275,"gmtCreate":1636019001539,"gmtModify":1636019001747,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>So painful","listText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>So painful","text":"$Zillow(ZG)$So painful","images":[{"img":"https://static.tigerbbs.com/fa1daeb53ca673c3e6acccefad0b8157","width":"750","height":"1760"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848418275","isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848413702,"gmtCreate":1636018909221,"gmtModify":1636018909423,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848413702","repostId":"1167064150","repostType":4,"repost":{"id":"1167064150","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":1636015649,"share":"https://www.laohunote.com/m/news/1167064150?lang=zh_CN&edition=full","pubTime":"2021-11-04 16:47","market":"us","language":"en","title":"Hot chinese concept stocks rallied in premarket trading<blockquote>热门中国概念股盘前交易反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167064150","media":"Tiger Newspress","summary":"Hot chinese concept stocks rallied in premarket trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE h","content":"<p>Hot&nbsp;chinese&nbsp;concept&nbsp;stocks&nbsp;rallied&nbsp;in&nbsp;premarket&nbsp;trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE holding,Didi Global,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.</p><p><blockquote>热门中概股在盘前交易中上涨.阿里巴巴、京东、拼多多、百度、哔哩哔哩、科控股、滴滴全球、蔚来、小鹏汽车和理想汽车上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62b8b12c5eeaa21666c060337f5740ff\" tg-width=\"403\" tg-height=\"718\" 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 rallied in premarket trading<blockquote>热门中国概念股盘前交易反弹</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; 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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 rallied in premarket trading<blockquote>热门中国概念股盘前交易反弹</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\">2021-11-04 16:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Hot&nbsp;chinese&nbsp;concept&nbsp;stocks&nbsp;rallied&nbsp;in&nbsp;premarket&nbsp;trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE holding,Didi Global,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.</p><p><blockquote>热门中概股在盘前交易中上涨.阿里巴巴、京东、拼多多、百度、哔哩哔哩、科控股、滴滴全球、蔚来、小鹏汽车和理想汽车上涨1%至4%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/62b8b12c5eeaa21666c060337f5740ff\" tg-width=\"403\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167064150","content_text":"Hot chinese concept stocks rallied in premarket trading.Alibaba,JD.com,Pinduoduo,Baidu,Bilibili,KE holding,Didi Global,Nio,Xpeng Motors and Li Auto climbed between 1% and 4%.","news_type":1,"symbols_score_info":{"JD":0.9,"PDD":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848413184,"gmtCreate":1636018870087,"gmtModify":1636018870314,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"This is just incredible…. Will it be like last year?","listText":"This is just incredible…. Will it be like last year?","text":"This is just incredible…. Will it be like last year?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848413184","repostId":"1184547180","repostType":4,"repost":{"id":"1184547180","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":1636013921,"share":"https://www.laohunote.com/m/news/1184547180?lang=zh_CN&edition=full","pubTime":"2021-11-04 16:18","market":"us","language":"en","title":"Tesla shares surged more than 2% to a new high in premarket trading<blockquote>特斯拉股价在盘前交易中飙升超过2%，创下新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184547180","media":"Tiger Newspress","summary":"Tesla shares surged more than 2% to a new high in premarket trading.","content":"<p>Tesla shares surged more&nbsp;than&nbsp;2% to a new high in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中飙升超过2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e3a05912968b722506b7360bb563f229\" tg-width=\"850\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares surged more than 2% to a new high in premarket trading<blockquote>特斯拉股价在盘前交易中飙升超过2%，创下新高</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\">2021-11-04 16:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares surged more&nbsp;than&nbsp;2% to a new high in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中飙升超过2%，创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e3a05912968b722506b7360bb563f229\" tg-width=\"850\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184547180","content_text":"Tesla shares surged more than 2% to a new high in premarket trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841470028,"gmtCreate":1635938644146,"gmtModify":1635939051350,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Why is it still rising….","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Why is it still rising….","text":"$Sea Ltd(SE)$Why is it still rising….","images":[{"img":"https://static.tigerbbs.com/ee553d8c3d501a7cec2406aad480e87a","width":"750","height":"1869"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841470028","isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843445949,"gmtCreate":1635854348803,"gmtModify":1635854348917,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Will it moon again?","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Will it moon again?","text":"$SoFi Technologies Inc.(SOFI)$Will it moon again?","images":[{"img":"https://static.tigerbbs.com/c216ca702d1a9d164f9dd25590a8d035","width":"750","height":"1924"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843445949","isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849129836,"gmtCreate":1635736042252,"gmtModify":1635736042325,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>Expecting Zillow to hit their expection despite they stopped buying houses for flipping. Bullish on them.","listText":"<a href=\"https://laohu8.com/S/ZG\">$Zillow(ZG)$</a>Expecting Zillow to hit their expection despite they stopped buying houses for flipping. Bullish on them.","text":"$Zillow(ZG)$Expecting Zillow to hit their expection despite they stopped buying houses for flipping. Bullish on them.","images":[{"img":"https://static.tigerbbs.com/82d28ef6d4390f134b3a0cbff0950c82","width":"750","height":"1815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849129836","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857472666,"gmtCreate":1635558319217,"gmtModify":1635558319286,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will Tesla break through $1200 next week?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Will Tesla break through $1200 next week?","text":"$Tesla Motors(TSLA)$Will Tesla break through $1200 next week?","images":[{"img":"https://static.tigerbbs.com/4e032ae526479e62f8d1258e1e90e268","width":"750","height":"1869"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857472666","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854776219,"gmtCreate":1635489309976,"gmtModify":1635489358479,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094557117203060","authorIdStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Buy the dip!","listText":"Buy the dip!","text":"Buy the dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854776219","repostId":"1146294800","repostType":4,"repost":{"id":"1146294800","kind":"news","pubTimestamp":1635472918,"share":"https://www.laohunote.com/m/news/1146294800?lang=zh_CN&edition=full","pubTime":"2021-10-29 10:01","market":"us","language":"en","title":"Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146294800","media":"MarketWatch","summary":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into th","content":"<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前夕面临供应链问题，企业软件公司看起来很强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9 月份，洛杉矶港堆积如山的集装箱船等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假日回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告说，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题让苹果和亚马逊都受到了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假日季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假日预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果报告了自 2018 年 12 月季度以来的首次营收下滑，营收为 834 亿美元，比分析师预计的第四财季 851 亿美元低 17 亿美元。自疫情以来，苹果不再提供收入指引，但大部分收入缺口来自 iPhone 销量，比分析师预期低 21 亿美元。然而，Mac 和 iPad 的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官卢卡-梅斯特里（Luca Maestri）告诉分析师，持续的供应限制使其收入损失了约 60 亿美元，12 月份的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和新冠肺炎疫情造成的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图加强员工队伍并应对前所未有的供应链问题，其盈利下降幅度超出预期，支出大幅激增。亚马逊履行和运送订单的成本从 147.1 亿美元增加到 185 亿美元。亚马逊公布的第三季度每股收益为 6.12 美元，比去年同期下降近 50%，低于分析师平均预期的每股 8.90 美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些更高的履约成本和员工成本，就像苹果的供应链限制一样，将持续到第四季度，这通常是与消费者相关的科技公司最大的季度。亚马逊首席执行官安迪-贾西（Andy Jassy）在一份声明中表示，亚马逊预计其消费者业务将产生 “数十亿美元的额外成本”，因为它要应对 “劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加 ”的问题。</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>两家科技巨星的市值均超过 1 万亿美元，其股价在盘后交易中暴跌，苹果下跌 3.53%，亚马逊下跌 4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有出现任何需求损失——事实上，情况恰恰相反，因为他们在全球航运和产品限制的情况下无法满足需求——但对于指望他们强劲结束这一年的投资者来说，这一消息令人沮丧。由于以消费者为中心的公司可能更难在即将到来的假日季满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是一个更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软的净利润首次突破 200 亿美元大关，个人电脑收入超出预期，公司快速增长的云业务仍是其最大的驱动力。该公司股价在周四盘后交易中小幅上涨，周五正常交易时间的市值有可能超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期前走高的软件名称。团队协作软件制造商 Atlassian 周四股价飙升 9%，超出了华尔街的预期，其云产品收入飙升 50%。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了目标价；其股价周四上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期储备科技股的投资者可能希望远离苹果和亚马逊等传统参与者，转而关注企业软件开发商和其他云计算参与者。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地囤货。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</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\">\nApple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能希望转而关注这些科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-29 10:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前夕面临供应链问题，企业软件公司看起来很强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>9 月份，洛杉矶港堆积如山的集装箱船等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假日回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告说，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题让苹果和亚马逊都受到了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假日季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假日预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果报告了自 2018 年 12 月季度以来的首次营收下滑，营收为 834 亿美元，比分析师预计的第四财季 851 亿美元低 17 亿美元。自疫情以来，苹果不再提供收入指引，但大部分收入缺口来自 iPhone 销量，比分析师预期低 21 亿美元。然而，Mac 和 iPad 的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官卢卡-梅斯特里（Luca Maestri）告诉分析师，持续的供应限制使其收入损失了约 60 亿美元，12 月份的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和新冠肺炎疫情造成的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图加强员工队伍并应对前所未有的供应链问题，其盈利下降幅度超出预期，支出大幅激增。亚马逊履行和运送订单的成本从 147.1 亿美元增加到 185 亿美元。亚马逊公布的第三季度每股收益为 6.12 美元，比去年同期下降近 50%，低于分析师平均预期的每股 8.90 美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些更高的履约成本和员工成本，就像苹果的供应链限制一样，将持续到第四季度，这通常是与消费者相关的科技公司最大的季度。亚马逊首席执行官安迪-贾西（Andy Jassy）在一份声明中表示，亚马逊预计其消费者业务将产生 “数十亿美元的额外成本”，因为它要应对 “劳动力供应短缺、工资成本增加、全球供应链问题以及货运和海运成本增加 ”的问题。</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>两家科技巨星的市值均超过 1 万亿美元，其股价在盘后交易中暴跌，苹果下跌 3.53%，亚马逊下跌 4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有出现任何需求损失——事实上，情况恰恰相反，因为他们在全球航运和产品限制的情况下无法满足需求——但对于指望他们强劲结束这一年的投资者来说，这一消息令人沮丧。由于以消费者为中心的公司可能更难在即将到来的假日季满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是一个更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软的净利润首次突破 200 亿美元大关，个人电脑收入超出预期，公司快速增长的云业务仍是其最大的驱动力。该公司股价在周四盘后交易中小幅上涨，周五正常交易时间的市值有可能超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期前走高的软件名称。团队协作软件制造商 Atlassian 周四股价飙升 9%，超出了华尔街的预期，其云产品收入飙升 50%。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了目标价；其股价周四上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期储备科技股的投资者可能希望远离苹果和亚马逊等传统参与者，转而关注企业软件开发商和其他云计算参与者。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地囤货。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊","NOW":"ServiceNow","AAPL":"苹果","TEAM":"Atlassian Corporation PLC"},"source_url":"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146294800","content_text":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong\nA logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.\nBoth Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.\nThis column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp. — offered a huge holiday forecast just a few days earlier.\nApple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.\nApple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.\nAmazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.\nThese higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”\nThe shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.\nWhile neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.\nEarlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.\nMicrosoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc. beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.\nInvestors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.","news_type":1,"symbols_score_info":{"TEAM":0.9,"AAPL":0.9,"AMZN":0.9,"MSFT":0.9,"NOW":0.9}},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606092355,"gmtCreate":1638799283893,"gmtModify":1638800035612,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","listText":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","text":"More pain may be on the way…. But it doesn’t mean it is a bad thing in long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/606092355","repostId":"1138852642","repostType":4,"repost":{"id":"1138852642","kind":"news","pubTimestamp":1638769615,"share":"https://www.laohunote.com/m/news/1138852642?lang=zh_CN&edition=full","pubTime":"2021-12-06 13:46","market":"us","language":"en","title":"What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138852642","media":"Barrons","summary":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the ye","content":"<p>Now can we have a correction?</p><p><blockquote>现在我们可以更正一下了吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们本希望能有更好的结果，比如在年底融化。但是，由于发现了 Covid-19 的奥密克戎变种，股市在黑色星期五暴跌后，上周股市被重创，但这似乎不太可能。标普500指数本周收盘下跌 1.2%，道琼斯工业平均指数下跌 319.26 点，跌幅 0.9%，纳斯达克综合指数下跌 2.6%。小盘股罗素 2000 指数本周下跌 3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映本周的波动有多大。在周一小幅反弹后，道琼斯指数周二暴跌652.22点。周三，它在早盘交易中反弹，然后回吐了这些涨幅，然后是一些涨幅，收盘下跌 461.68 点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票成功收高。周四，道琼斯指数创下 3 月份以来的最大涨幅，但苹果下跌 0.6%，此前有报道称，该公司正在为不温不火的 iPhone 需求让供应商做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括 Adobe (ADBE)、特斯拉 (TSLA) 和英伟达 (NVDA) 在内的大型昂贵成长型股票终于陷入抛售。“Canaccord Genuity 分析师马丁-罗伯格（Martin Roberge）指出：”鉴于许多'成长型'股票的估值过高，后者在本周的调整中首当其冲。</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘时较 2021 年高点下跌 3.5%，略低于该指数 9 月份的跌幅，当时每个人都预测调整从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了，取而代之的是新的 Covid 变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身已经够糟糕的了--没有人知道它会对经济造成多大伤害--但随后美联储主席鲍威尔不得不承认，通胀毕竟不是暂时的，缩减通胀的速度可能要快于预期。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>“CIBC Private Wealth US 首席投资官戴夫-多纳贝迪安（Dave Donabedian）说：”他如此强烈地依赖这一信息，这告诉你一些战略变化即将到来。</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时间有点奇怪。有关在美国发现奥密克戎的头条新闻已经困扰着市场。鲍威尔让事情变得更糟。尽管如此，也许投资者应该问他为什么选择在那一天发表评论，而不是问他的声明本可以更有力。“MKM Partners 首席经济学家迈克尔-达尔达（Michael Darda）说：”想象一下，如果没有变体，演讲会是什么样子。</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场完全正确。尽管头条新闻大错特错，就业报告依然稳健，失业率降至4.2%，参与率升至61.8%。供应管理协会（Institute for Supply Management）的非制造业调查达到创纪录的 69.1，而制造业指数也保持在 60 以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>这些数据非常好，以至于亚特兰大联储对美国第四季度经济增长的 GDPNow 估计最近达到了 9.7%。定于本周五公布的消费者价格指数预计11月份将上涨0.65%。所有这些都表明，经济已经为收紧货币政策做好了准备，即使股市还没有。“达尔达说：”鲍威尔是对的，即使市场有点恐慌。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果情况再糟糕一点，也不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>摩根士丹利认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新型冠状病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们 “并不那么担心奥密克戎是股市的主要风险因素”，但在美联储主席鲍威尔（Jerome Powell）暗示可能加速缩减资产购买规模后，策略师们认为其他地方也出现了不利因素。“以迈克尔-威尔逊（Michael Wilson）为首的策略师在给客户的一份报告中写道：”缩减规模正在收紧市场，这将导致估值下降，就像在任何复苏的这个阶段一样。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些言论呼应了其他策略师的观点，其中包括摩根大通的策略师，他们指出央行的鹰派转向是其股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>“摩根士丹利策略师写道：”由于多种原因，股市正在恢复九个多月前开始的降级进程。他们预测，标普500远期市盈率将下降约 12%，而且 “随着股票投资者在预期长期利率大幅上升的情况下开始要求更高的风险溢价”，跌幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们 “预计未来一段时间的波动性将加剧，因为投资者试图根据不充分和参差不齐的数据评估奥密克戎和美联储的风险”。虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来悲观的情况。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</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 Scares the Stock Market More Than Covid? The Federal Reserve<blockquote>还有什么比新冠疫情更让股市害怕？美联储</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 13:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now can we have a correction?</p><p><blockquote>现在我们可以更正一下了吗？</blockquote></p><p> We’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&amp;P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.</p><p><blockquote>我们本希望能有更好的结果，比如在年底融化。但是，由于发现了 Covid-19 的奥密克戎变种，股市在黑色星期五暴跌后，上周股市被重创，但这似乎不太可能。标普500指数本周收盘下跌 1.2%，道琼斯工业平均指数下跌 319.26 点，跌幅 0.9%，纳斯达克综合指数下跌 2.6%。小盘股罗素 2000 指数本周下跌 3.9%，周三收于回调区域。</blockquote></p><p> Those numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&amp;P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.</p><p><blockquote>这些数字未能反映本周的波动有多大。在周一小幅反弹后，道琼斯指数周二暴跌652.22点。周三，它在早盘交易中反弹，然后回吐了这些涨幅，然后是一些涨幅，收盘下跌 461.68 点，标普500只有包括苹果（股票代码：AAPL）在内的七只股票成功收高。周四，道琼斯指数创下 3 月份以来的最大涨幅，但苹果下跌 0.6%，此前有报道称，该公司正在为不温不火的 iPhone 需求让供应商做好准备。</blockquote></p><p> On Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.</p><p><blockquote>周五，纳斯达克遭受重创，包括 Adobe (ADBE)、特斯拉 (TSLA) 和英伟达 (NVDA) 在内的大型昂贵成长型股票终于陷入抛售。“Canaccord Genuity 分析师马丁-罗伯格（Martin Roberge）指出：”鉴于许多'成长型'股票的估值过高，后者在本周的调整中首当其冲。</blockquote></p><p> The S&amp;P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.</p><p><blockquote>标普500本周收盘时较 2021 年高点下跌 3.5%，略低于该指数 9 月份的跌幅，当时每个人都预测调整从未到来。这次抛售看起来有更多的腿。对估值和即将到来的财报季的普遍担忧已经一去不复返了，取而代之的是新的 Covid 变种和美联储紧缩周期的开始。</blockquote></p><p> Omicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.</p><p><blockquote>奥密克戎本身已经够糟糕的了--没有人知道它会对经济造成多大伤害--但随后美联储主席鲍威尔不得不承认，通胀毕竟不是暂时的，缩减通胀的速度可能要快于预期。</blockquote></p><p> “He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.</p><p><blockquote>“CIBC Private Wealth US 首席投资官戴夫-多纳贝迪安（Dave Donabedian）说：”他如此强烈地依赖这一信息，这告诉你一些战略变化即将到来。</blockquote></p><p> The timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.</p><p><blockquote>时间有点奇怪。有关在美国发现奥密克戎的头条新闻已经困扰着市场。鲍威尔让事情变得更糟。尽管如此，也许投资者应该问他为什么选择在那一天发表评论，而不是问他的声明本可以更有力。“MKM Partners 首席经济学家迈克尔-达尔达（Michael Darda）说：”想象一下，如果没有变体，演讲会是什么样子。</blockquote></p><p> The thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.</p><p><blockquote>问题是，鉴于美国经济的实力，鲍威尔采取鹰派立场完全正确。尽管头条新闻大错特错，就业报告依然稳健，失业率降至4.2%，参与率升至61.8%。供应管理协会（Institute for Supply Management）的非制造业调查达到创纪录的 69.1，而制造业指数也保持在 60 以上。</blockquote></p><p> The data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.</p><p><blockquote>这些数据非常好，以至于亚特兰大联储对美国第四季度经济增长的 GDPNow 估计最近达到了 9.7%。定于本周五公布的消费者价格指数预计11月份将上涨0.65%。所有这些都表明，经济已经为收紧货币政策做好了准备，即使股市还没有。“达尔达说：”鲍威尔是对的，即使市场有点恐慌。</blockquote></p><p> Don’t be surprised if it freaks out a bit more.</p><p><blockquote>如果情况再糟糕一点，也不要感到惊讶。</blockquote></p><p> <b>Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron</b></p><p><blockquote><b>摩根士丹利认为美联储对股市的威胁比奥密克戎更大</b></blockquote></p><p> Stock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.</p><p><blockquote>摩根士丹利策略师表示，股票投资者可能有比新型冠状病毒株的出现更重要的事情需要担心。</blockquote></p><p> While they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.</p><p><blockquote>虽然他们 “并不那么担心奥密克戎是股市的主要风险因素”，但在美联储主席鲍威尔（Jerome Powell）暗示可能加速缩减资产购买规模后，策略师们认为其他地方也出现了不利因素。“以迈克尔-威尔逊（Michael Wilson）为首的策略师在给客户的一份报告中写道：”缩减规模正在收紧市场，这将导致估值下降，就像在任何复苏的这个阶段一样。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2480f1a0450a30811b2f0b6e1a23b008\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The comments echo the views of other strategists, including those at JPMorgan Chase &amp; Co., who&nbsp;singled out a hawkish turn&nbsp;by central banks as the main risk to their outlook for stocks. But while JPMorgan&nbsp;reiterated on Monday&nbsp;that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&amp;P 500 trending lower, and valuations declining.</p><p><blockquote>这些言论呼应了其他策略师的观点，其中包括摩根大通的策略师，他们指出央行的鹰派转向是其股市前景的主要风险。不过，尽管摩根大通周一重申，其基本情景是股市上涨将持续到明年，但摩根士丹利认为标普500呈走低趋势，估值下降。</blockquote></p><p></p><p> “Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&amp;P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”</p><p><blockquote>“摩根士丹利策略师写道：”由于多种原因，股市正在恢复九个多月前开始的降级进程。他们预测，标普500远期市盈率将下降约 12%，而且 “随着股票投资者在预期长期利率大幅上升的情况下开始要求更高的风险溢价”，跌幅可能会更深。</blockquote></p><p> UBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.</p><p><blockquote>瑞银全球财富管理策略师周一表示，他们 “预计未来一段时间的波动性将加剧，因为投资者试图根据不充分和参差不齐的数据评估奥密克戎和美联储的风险”。虽然他们建议投资者不要仓促退出风险资产，但以马克·海菲尔为首的策略师表示，货币紧缩可能会给他们的基本情景带来悲观的情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-covid-omicron-federal-reserve-51638575944","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138852642","content_text":"Now can we have a correction?\nWe’d hoped for something better, like a melt-up into the end of the year. But after watching the stock market get knocked down this past week after slumping on Black Friday—thanks to the discovery of the Omicron variant of Covid-19—it doesn’t seem to be in the cards. Not after the S&P 500 index finished the week down 1.2%, while the Dow Jones Industrial Average fell 319.26 points, or 0.9%, and the Nasdaq Composite slumped 2.6%. The small-cap Russell 2000, down 3.9% for the week, closed in correction territory on Wednesday.\nThose numbers fail to capture just how volatile the week was. After a small rally on Monday, the Dow tumbled 652.22 points on Tuesday. On Wednesday, it rallied in early trading before giving back those gains—and then some—to finish down 461.68 points, and only seven stocks in the S&P 500, including Apple (ticker: AAPL), managed to finish higher. On Thursday, the Dow had its biggest gain since March, but Apple dropped 0.6% following reports it was preparing suppliers for lukewarm iPhone demand.\nOn Friday, the Nasdaq got hammered as large, pricey growth stocks, including Adobe (ADBE), Tesla (TSLA), and Nvidia (NVDA), finally got caught up in the selling. “Given the overvalued conditions of many ‘growth’ names, the latter bore the brunt of this week’s correction,” observes Canaccord Genuity analyst Martin Roberge.\nThe S&P 500 finished the week 3.5% off its 2021 high, which is a bit less than the index fell in September, when everyone was predicting a correction that never arrived. This selloff looks like it has more legs. Gone are the generalized fears about valuations and a looming earnings season—which turned out to be just fine—replaced by a new Covid variant and the start of the Federal Reserve’s tightening cycle.\nOmicron was bad enough on its own—no one knows how much it will hurt the economy—but then Fed Chairman Jerome Powell had to go and acknowledge that inflation isn’t transitory after all and the taper might have to go faster than expected.\n“He leaned on that message so strongly, it tells you some strategy change is coming,” says Dave Donabedian, chief investment officer at CIBC Private Wealth US.\nThe timing was a bit strange. Headlines about Omicron being found in the U.S. were already troubling the markets. Powell made it worse. Still, rather than asking why he chose that day to make his comments, maybe investors should be asking how much stronger his statement could have been. “Imagine what the speech would have sounded like without the variant,” says MKM Partners Chief Economist Michael Darda.\nThe thing is, Powell is absolutely right to be tacking hawkish, given the strength of the U.S. economy. The jobs report, despite a big headline miss, was solid, with the unemployment rate falling to 4.2% and the participation rate rising to 61.8%. The Institute for Supply Management’s non-manufacturing survey hit 69.1, a record, while the manufacturing index also remains above 60.\nThe data has been so good that the Atlanta Fed’s GDPNow estimate for fourth-quarter growth in the U.S. recently hit 9.7%. The consumer price index, which is set to be released this coming Friday, is expected to have risen 0.65% in November. All of that suggests that the economy is ready for tighter monetary policy, even if the stock market isn’t. “Powell is right, even if the market freaks out a little bit,” Darda says.\nDon’t be surprised if it freaks out a bit more.\nMorgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron\nStock investors probably have more important things to worry about than the emergence of the new coronavirus strain, according to Morgan Stanley strategists.\nWhile they are “not that concerned about omicron as a major risk factor for equities,” the strategists see headwinds building elsewhere, after Federal Reserve Chairman Jerome Powell signaled the possible accelerated tapering of asset purchases. “Tapering is tightening for the markets and it will lead to lower valuations like it always does at this stage of any recovery,” the strategists led by Michael Wilson wrote in a note to clients.\n\nThe comments echo the views of other strategists, including those at JPMorgan Chase & Co., who singled out a hawkish turn by central banks as the main risk to their outlook for stocks. But while JPMorgan reiterated on Monday that its base-case scenario is for the equities rally to continue into next year, Morgan Stanley sees the S&P 500 trending lower, and valuations declining.\n“Equity markets are resuming their de-rating process that began over nine months ago for numerous reasons,” the Morgan Stanley strategists wrote. They forecast that the S&P 500 forward price-to-earnings ratio would fall by about 12%, with that decline potentially deeper “as equity investors start to demand much higher risk premiums in anticipation of considerably higher long-term interest rates.”\nUBS Global Wealth Management strategists said Monday they “expect a period of heightened volatility ahead as investors attempt to assess the risks from omicron and the Fed, based on insufficient and patchy data.” While they advise investors to refrain from a hasty exit from risk assets, the strategists, led by Mark Haefele, said monetary tightening could present a bear case to their base scenario.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868670425,"gmtCreate":1632645317867,"gmtModify":1632646522022,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"I am going strong with NIO and Tesla…..&nbsp;","listText":"I am going strong with NIO and Tesla…..&nbsp;","text":"I am going strong with NIO and Tesla…..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/868670425","repostId":"2170614570","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872154657,"gmtCreate":1637462212435,"gmtModify":1637462212519,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","listText":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","text":"Seem like a lot of this hype is built on hope. Not sure if the ramp up is going to be easy with inflation and supply chain issues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872154657","repostId":"2184828468","repostType":4,"isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825813284,"gmtCreate":1634216394814,"gmtModify":1634216394892,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"This is good news","listText":"This is good news","text":"This is good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825813284","repostId":"1193636194","repostType":4,"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863825085,"gmtCreate":1632375963947,"gmtModify":1632800804793,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"If Adobe can dip more, it will be the best….. it already started to go back in post market…. They are strong player in their sector","listText":"If Adobe can dip more, it will be the best….. it already started to go back in post market…. They are strong player in their sector","text":"If Adobe can dip more, it will be the best….. it already started to go back in post market…. They are strong player in their sector","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/863825085","repostId":"1137784790","repostType":4,"repost":{"id":"1137784790","kind":"news","pubTimestamp":1632369156,"share":"https://www.laohunote.com/m/news/1137784790?lang=zh_CN&edition=full","pubTime":"2021-09-23 11:52","market":"us","language":"en","title":"5 Stocks to Buy in the September Sell-Off<blockquote>9 月份抛售中值得买入的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137784790","media":"Motley Fool","summary":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.I can't tell you where Adobe,Markel,Take Two Interactive Software,Vertex Pharmaceuticals, and BostonBeerwill trade next week or next month. But I'm confident they will significantly outperform the market o","content":"<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明，市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生，但大约每两年会发生一次 10% 的下降。这就是为什么如果最近的低迷持续下去，我重点介绍五家值得购买的优质公司。</blockquote></p><p> I&nbsp;can't&nbsp;tell&nbsp;you&nbsp;where&nbsp;<b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and&nbsp;<b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>（纳斯达克代码：ADBE），<b>马克尔</b>（纽约证券交易所代码：MKL）<b>拿两个交互软件</b>（纳斯达克股票代码：TTWO），<b>顶点制药</b>（纳斯达克股票代码：VRTX），以及<b>波士顿啤酒</b>（纽约证券交易所股票代码：SAM）将于下周或下个月交易。但我相信他们将在未来三年多的时间里大大跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe 市值达 3000 亿美元，是世界上最大的软件公司之一。它的应用程序是创意专业人员制作的许多内容的支柱。多年来，它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一项订阅服务，为几乎任何创建或交付内容的人提供应用程序。数字体验部分是一个云平台，帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后，除了广告云产品之外，其出版和广告部门还包含传统产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现惊人地好。过去十年，销售额和自由现金流分别增长了 241% 和 281%。在 2021 财年的前 9 个月，该公司公布的收入为 117 亿美元。这比去年同期增长了24%，比2019年增长了43%。它的债务很少，投资资本回报率为33%。这比<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官 Shantanu Narayen 看到了整个业务的优势，并相信数字化转型将推动公司的财务业绩，即使该公司投资于 it 评级的“巨大市场机会”。毫无疑问，跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果你得到了它，就利用它并购买 Adobe 的股票。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to&nbsp;<b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔因长得像伯克希尔而被称为“小伯克希尔”<b>伯克希尔哈撒韦公司</b>.它也是一家保险公司，利用其部分浮动资金（对尚未在索赔中支付的保单收取的保费）投资股票和收购企业。它也以类似的方式管理这些业务，将其持有期视为永久。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是，Markel 只是一家市值 165 亿美元的公司。这使其在购买商品方面具有更大的灵活性，并为股东提供了数十年稳定、跑赢市场的回报的潜力。想要证据吗？自 1990 年以来，马克尔的股票表现一直优于伯克希尔哈撒韦公司，您会感到惊讶吗？它有。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKLDATA by YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模不到沃伦·巴菲特庞然大物的 37 倍，但仍然有几乎无限的机会采用相同的模式。它可能不是一只令人兴奋的科技股，也不是在短时间内将您的投资翻倍，但它是一家被证明跑赢市场的公司，可以为投资组合增加压舱物。如果您在抛售期间有机会增持股票，请抓住机会。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>拿两个互动</h3>Take Two 拥有有史以来最受欢迎的视频游戏系列之一——<i>侠盗猎车手</i>截至去年，该系列的第五期--<i>侠盗猎车手V</i>-- 是有史以来第三畅销的电子游戏。它只落后了<i>我的世界</i>和<i>俄罗斯方块</i>想要更多证据吗？它需要<i>侠盗猎车手V</i>三天内销售额达到 10 亿美元。这比最接近的、性能最好的电子游戏快五倍多<i>哈利波特</i>电影，以及<i>头像</i>该公司拥有更多稳定的资产。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一款流行游戏——<i>NBA2K</i>系列-也因其波兰和商业上的成功而受到称赞。但是Take Two让我兴奋的是这些游戏有什么共同点。它们都在一个可能性似乎无穷无尽的虚拟世界中提供了身临其境的体验。随着元宇宙的讨论变得更加主流，该公司已经证明它可以创建引人入胜的虚拟世界，用户可以参与打造自己的体验以及他人的体验。它使公司在财务上与众不同。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来，销售额增长了308%。这与<b>动视暴雪</b>70%和<b>电子艺术</b>'36%.当然，那些出版商已经更成熟了。尽管如此，这有助于强调为什么我认为 Take Two 是游戏制造商在市场抛售中购买的原因。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA 收入（年度）数据 by YCharts</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病，并努力主导空间。这就是 Vertex 如何建立 480 亿美元的市值和 67 亿美元的年收入。该公司拥有四种获批的治疗囊性纤维化（一种导致粘液在器官中积聚的疾病）的药物，治疗了美国、欧洲、澳大利亚和加拿大 83,000 名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信，通过在最近获得批准的市场成功将药物商业化，在新市场获得批准，并在美国和欧洲推出其最新的 CF 药物，该公司可以治疗另外 30,000 名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作，以保持其在CF的地位并探索新的增长机会。它斥资 9 亿美元购买了 CTX001 的控股权——它与<b>CRISPR 疗法</b>--用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗药物、一种针对肾脏疾病的药物以及一种治疗 1 型糖尿病的干细胞衍生疗法正在进行临床试验。Vertex 还拥有基于基因的临床前项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道，具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此，华尔街并没有给予该公司太多信任。其市销率是自 2012 年（该公司开始销售首款 CF 药物的那一年）以来的最低水平。分析师预计今明两年的销售额将会攀升，这使得折扣更加明显。凭借在 CF 领域的坚实基础和巨大的潜力，Vertex Pharmaceuticals 可能已经很便宜了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>驾驭酒精饮料行业的趋势就像乘坐过山车。多年来，美国人的口味发生了变化，葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上，无论流行什么，波士顿啤酒都能够成功。但对于股东来说，这是一个跌宕起伏的旅程。该股在过去 20 年中曾三次下跌至少 60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA by YCharts</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于低迷状态，因为它的硬苏打水品牌 Truly 在激烈的竞争中表现不佳。下跌之后，该股为投资者提供了一个他们不常获得的机会。分析师仍预计今年营收为 21.6 亿美元。这使得不到三的预计市盈率接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然，在好转之前，情况可能会变得更糟。管理层在 7 月份下调了盈利预测，然后在本月早些时候撤回了指引，称这将导致与该产品相关的冲销和费用。尽管这很可怕，但我敢打赌，波士顿啤酒将在未来几年重演其经历低迷、找到新趋势并创下历史新高的历史。</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>5 Stocks to Buy in the September Sell-Off<blockquote>9 月份抛售中值得买入的 5 只股票</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\">\n5 Stocks to Buy in the September Sell-Off<blockquote>9 月份抛售中值得买入的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-23 11:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.</p><p><blockquote>历史表明，市场抛售是将优质公司添加到您的投资组合中的绝佳时机。虽然没有人能预测这种情况何时会发生，但大约每两年会发生一次 10% 的下降。这就是为什么如果最近的低迷持续下去，我重点介绍五家值得购买的优质公司。</blockquote></p><p> I&nbsp;can't&nbsp;tell&nbsp;you&nbsp;where&nbsp;<b>Adobe</b>(NASDAQ:ADBE),<b>Markel</b>(NYSE:MKL),<b>Take Two Interactive Software</b>(NASDAQ:TTWO),<b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX), and&nbsp;<b>BostonBeer</b>(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.</p><p><blockquote>我不能告诉你在哪里<b>土坯</b>（纳斯达克代码：ADBE），<b>马克尔</b>（纽约证券交易所代码：MKL）<b>拿两个交互软件</b>（纳斯达克股票代码：TTWO），<b>顶点制药</b>（纳斯达克股票代码：VRTX），以及<b>波士顿啤酒</b>（纽约证券交易所股票代码：SAM）将于下周或下个月交易。但我相信他们将在未来三年多的时间里大大跑赢市场。原因如下。</blockquote></p><p> <h3>Adobe</h3> At a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.</p><p><blockquote><h3>土坯</h3>Adobe 市值达 3000 亿美元，是世界上最大的软件公司之一。它的应用程序是创意专业人员制作的许多内容的支柱。多年来，它还赋予了他们管理、衡量和货币化产出的能力。该公司将其业绩分为三类。</blockquote></p><p> Digital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.</p><p><blockquote>数字媒体包括该公司的创意云产品。这是一项订阅服务，为几乎任何创建或交付内容的人提供应用程序。数字体验部分是一个云平台，帮助公司提供最具吸引力的客户体验。它提供从营销管理和自动化到数字商务和预测分析的一切。最后，除了广告云产品之外，其出版和广告部门还包含传统产品。</blockquote></p><p> The business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better than<b>Microsoft</b>.</p><p><blockquote>这项业务表现惊人地好。过去十年，销售额和自由现金流分别增长了 241% 和 281%。在 2021 财年的前 9 个月，该公司公布的收入为 117 亿美元。这比去年同期增长了24%，比2019年增长了43%。它的债务很少，投资资本回报率为33%。这比<b>微软</b>.</blockquote></p><p> CEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.</p><p><blockquote>首席执行官 Shantanu Narayen 看到了整个业务的优势，并相信数字化转型将推动公司的财务业绩，即使该公司投资于 it 评级的“巨大市场机会”。毫无疑问，跑道很长。这就是为什么我认为任何重大抛售都是给投资者的礼物。如果你得到了它，就利用它并购买 Adobe 的股票。</blockquote></p><p> <h3>Markel</h3> Markel has been called the \"baby Berkshire\" for its resemblance to&nbsp;<b>Berkshire Hathaway</b>. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.</p><p><blockquote><h3>马克尔</h3>马克尔因长得像伯克希尔而被称为“小伯克希尔”<b>伯克希尔哈撒韦公司</b>.它也是一家保险公司，利用其部分浮动资金（对尚未在索赔中支付的保单收取的保费）投资股票和收购企业。它也以类似的方式管理这些业务，将其持有期视为永久。</blockquote></p><p> One big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.</p><p><blockquote>一个很大的区别是，Markel 只是一家市值 165 亿美元的公司。这使其在购买商品方面具有更大的灵活性，并为股东提供了数十年稳定、跑赢市场的回报的潜力。想要证据吗？自 1990 年以来，马克尔的股票表现一直优于伯克希尔哈撒韦公司，您会感到惊讶吗？它有。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/263e423c73746672c28109121ec6d687\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>MKLDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>MKLDATA by YCharts</span></p></blockquote></p><p> At less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.</p><p><blockquote>马克尔的规模不到沃伦·巴菲特庞然大物的 37 倍，但仍然有几乎无限的机会采用相同的模式。它可能不是一只令人兴奋的科技股，也不是在短时间内将您的投资翻倍，但它是一家被证明跑赢市场的公司，可以为投资组合增加压舱物。如果您在抛售期间有机会增持股票，请抓住机会。</blockquote></p><p> <h3>Take Two Interactive</h3> Take Two has one of the most popular video game franchises of all time --<i>Grand Theft Auto</i>. As of last year, the fifth installment in the series --<i>GTA V</i>-- was the third-best-selling video game ever. It trailed only<i>Minecraft</i>and<i>Tetris</i>. Want more proof? It took<i>GTA V</i>three days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performing<i>Harry Potter</i>movie, and<i>Avatar</i>. And the company has more in its stable.</p><p><blockquote><h3>拿两个互动</h3>Take Two 拥有有史以来最受欢迎的视频游戏系列之一——<i>侠盗猎车手</i>截至去年，该系列的第五期--<i>侠盗猎车手V</i>-- 是有史以来第三畅销的电子游戏。它只落后了<i>我的世界</i>和<i>俄罗斯方块</i>想要更多证据吗？它需要<i>侠盗猎车手V</i>三天内销售额达到 10 亿美元。这比最接近的、性能最好的电子游戏快五倍多<i>哈利波特</i>电影，以及<i>头像</i>该公司拥有更多稳定的资产。</blockquote></p><p> Another of its popular games -- the<i>NBA2K</i>series -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.</p><p><blockquote>它的另一款流行游戏——<i>NBA2K</i>系列-也因其波兰和商业上的成功而受到称赞。但是Take Two让我兴奋的是这些游戏有什么共同点。它们都在一个可能性似乎无穷无尽的虚拟世界中提供了身临其境的体验。随着元宇宙的讨论变得更加主流，该公司已经证明它可以创建引人入胜的虚拟世界，用户可以参与打造自己的体验以及他人的体验。它使公司在财务上与众不同。</blockquote></p><p> Since 2012, sales have grown 308%. That compares favorably to<b>Activision Blizzard</b>'s 70% and<b>Electronic Arts</b>' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.</p><p><blockquote>自2012年以来，销售额增长了308%。这与<b>动视暴雪</b>70%和<b>电子艺术</b>'36%.当然，那些出版商已经更成熟了。尽管如此，这有助于强调为什么我认为 Take Two 是游戏制造商在市场抛售中购买的原因。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b89d7f36b549065b4545a0fa5c997d02\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>EA REVENUE (ANNUAL)DATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>EA 收入（年度）数据 by YCharts</span></p></blockquote></p><p> <h3>Vertex Pharmaceuticals</h3> Some drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.</p><p><blockquote><h3>顶点制药</h3>一些制药商拥有涵盖许多疾病领域的治疗组合。其他人专注于一种疾病，并努力主导空间。这就是 Vertex 如何建立 480 亿美元的市值和 67 亿美元的年收入。该公司拥有四种获批的治疗囊性纤维化（一种导致粘液在器官中积聚的疾病）的药物，治疗了美国、欧洲、澳大利亚和加拿大 83,000 名患者中的大约一半。</blockquote></p><p> Management believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.</p><p><blockquote>管理层相信，通过在最近获得批准的市场成功将药物商业化，在新市场获得批准，并在美国和欧洲推出其最新的 CF 药物，该公司可以治疗另外 30,000 名患者。</blockquote></p><p> It has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration with<b>CRISPR Therapeutics</b>-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs with<b>Moderna</b>and Arbor Biotechnologies. It's a robust pipeline with a lot of potential.</p><p><blockquote>它还与其他生物技术公司合作，以保持其在CF的地位并探索新的增长机会。它斥资 9 亿美元购买了 CTX001 的控股权——它与<b>CRISPR 疗法</b>--用于治疗镰状细胞病和β地中海贫血。该公司还有一种非阿片类疼痛治疗药物、一种针对肾脏疾病的药物以及一种治疗 1 型糖尿病的干细胞衍生疗法正在进行临床试验。Vertex 还拥有基于基因的临床前项目<b>现代</b>和阿伯生物技术公司。这是一个强大的管道，具有很大的潜力。</blockquote></p><p> Despite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.</p><p><blockquote>尽管如此，华尔街并没有给予该公司太多信任。其市销率是自 2012 年（该公司开始销售首款 CF 药物的那一年）以来的最低水平。分析师预计今明两年的销售额将会攀升，这使得折扣更加明显。凭借在 CF 领域的坚实基础和巨大的潜力，Vertex Pharmaceuticals 可能已经很便宜了。</blockquote></p><p> <h3>Boston Beer</h3> Riding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.</p><p><blockquote><h3>波士顿啤酒</h3>驾驭酒精饮料行业的趋势就像乘坐过山车。多年来，美国人的口味发生了变化，葡萄酒、威士忌、烈性苹果酒、精酿啤酒和烈性苏打水轮流成为首选饮料。在很大程度上，无论流行什么，波士顿啤酒都能够成功。但对于股东来说，这是一个跌宕起伏的旅程。该股在过去 20 年中曾三次下跌至少 60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f60342c3cab8471f9e4dbd370f401b1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>SAMDATA BYYCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>SAMDATA by YCharts</span></p></blockquote></p><p> It's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.</p><p><blockquote>它现在正处于低迷状态，因为它的硬苏打水品牌 Truly 在激烈的竞争中表现不佳。下跌之后，该股为投资者提供了一个他们不常获得的机会。分析师仍预计今年营收为 21.6 亿美元。这使得不到三的预计市盈率接近2019年初以来的最低水平。</blockquote></p><p> Of course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.</p><p><blockquote>当然，在好转之前，情况可能会变得更糟。管理层在 7 月份下调了盈利预测，然后在本月早些时候撤回了指引，称这将导致与该产品相关的冲销和费用。尽管这很可怕，但我敢打赌，波士顿啤酒将在未来几年重演其经历低迷、找到新趋势并创下历史新高的历史。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","VRTX":"福泰制药","TTWO":"Take-Two Interactive Software","MKL":"Markel Corp","SAM":"波斯顿啤酒"},"source_url":"https://www.fool.com/investing/2021/09/22/5-stocks-to-buy-in-the-september-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137784790","content_text":"History has shown that a market sell-off is a great time to add quality companies to your portfolio. Although no one can predict when that will happen, a 10% drop occurs about once every two years. That's why I'm highlighting five high-quality companies to buy if the most recent swoon persists.\nI can't tell you where Adobe(NASDAQ:ADBE),Markel(NYSE:MKL),Take Two Interactive Software(NASDAQ:TTWO),Vertex Pharmaceuticals(NASDAQ:VRTX), and BostonBeer(NYSE:SAM)will trade next week or next month. But I'm confident they will significantly outperform the market over the next three-plus years. Here's why.\nAdobe\nAt a market capitalization of $300 billion, Adobe is one of the largest software companies in the world. Its applications are the backbone of a lot of the content creative professionals produce. Through the years, it has also given them the ability to manage, measure, and monetize their output. The company breaks its results into three categories.\nDigital media encompasses the company's creative cloud offering. It's a subscription service that houses applications for virtually anyone creating or delivering content. The digital experience segment is a cloud platform that helps companies deliver the most engaging customer experiences. It provides everything from marketing management and automation to digital commerce and predictive analytics. Finally, its publishing and advertising division contains legacy products in addition to its advertising cloud offerings.\nThe business has performed amazingly well. Over the past decade, sales and free cash flow have grown 241% and 281%, respectively. Through the first nine months of its fiscal 2021, it posted revenue of $11.7 billion. That was up 24% from the same period last year and 43% over 2019. It carries little debt and its return on invested capital is 33%. That's slightly better thanMicrosoft.\nCEO Shantanu Narayen sees strength across the business and believes the digital transformation will power the company's financial performance even while it invests in what it calls \"massive market opportunities.\" There is no question the runway is long. That's why I believe any significant sell-off is a gift to investors. Take advantage if you get it andbuy shares of Adobe.\nMarkel\nMarkel has been called the \"baby Berkshire\" for its resemblance to Berkshire Hathaway. It is also an insurance company that uses some of its float -- premiums collected on policies that haven't been paid out in claims -- to invest in stocks and buy businesses. It also manages those businesses in a similar way, treating its holding period as forever.\nOne big difference is that Markel is only a $16.5 billion company. That gives it more flexibility in what it can buy and offers the potential for decades of steady, market-beating returns for shareholders. Want proof? Would it surprise you to find out Markel's stock has outperformed Berkshire Hathaway since 1990? It has.\nMKLDATA BYYCHARTS\nAt less than 37 times the size of Warren Buffett's behemoth, Markel still has an almost limitless opportunity to employ the same model. It might not be an exciting technology stock or double your investment over a short time, but it is a proven market-beating company that can add ballast to a portfolio. If you get a chance to add shares during a sell-off, take it.\nTake Two Interactive\nTake Two has one of the most popular video game franchises of all time --Grand Theft Auto. As of last year, the fifth installment in the series --GTA V-- was the third-best-selling video game ever. It trailed onlyMinecraftandTetris. Want more proof? It tookGTA Vthree days to reach $1 billion in sales. That's more than five times faster than the closest video game, the best-performingHarry Pottermovie, andAvatar. And the company has more in its stable.\nAnother of its popular games -- theNBA2Kseries -- is also praised for both its polish and commercial success. But what excites me about Take Two is what those games have in common. They both offer an immersive experience in a virtual world where the possibilities seem endless. As talk of a metaverse becomes more mainstream, the company has already proven it can create engaging virtual worlds where users participate in crafting their own experience, as well as the experience of others. It has set the company apart financially.\nSince 2012, sales have grown 308%. That compares favorably toActivision Blizzard's 70% andElectronic Arts' 36%. Of course, those publishers were already more established. Still, it helps highlight why I think Take Two is the game maker to buy in a market sell-off.\nEA REVENUE (ANNUAL)DATA BYYCHARTS\nVertex Pharmaceuticals\nSome drugmakers have a portfolio of treatments across many disease areas. Others focus on one type of ailment and work to dominate the space. That's how Vertex has built a market capitalization of $48 billion and annual revenue of $6.7 billion. The company has four approved drugs for cystic fibrosis -- a disease that causes mucus to build up in organs -- and treats roughly half of the 83,000 patients in the U.S., Europe, Australia, and Canada.\nManagement believes it can treat an additional 30,000 of those patients by successfully commercializing drugs in markets where it recently gained approval, obtaining approval in new markets, and rolling out its newest CF drug in the U.S. and Europe.\nIt has also partnered with other biotechs to maintain its position in CF and explore new growth opportunities. It spent $900 million to purchase a controlling interest in CTX001 -- its collaboration withCRISPR Therapeutics-- for treating sickle cell disease and beta thalassemia. The company also has a non-opioid pain treatment, a drug targeting kidney disease, and a stem cell-derived therapy for type 1 diabetes in clinical trials. Vertex also has pre-clinical gene-based programs withModernaand Arbor Biotechnologies. It's a robust pipeline with a lot of potential.\nDespite that, Wall Street isn't giving the company a lot of credit. Itsprice-to-sales ratiois the lowest it has been since 2012 -- the year it began selling its first CF drug. Analysts expect sales to climb this year and next, making the discount even more pronounced. With a strong foundation in CF and so much potential in the pipeline, Vertex Pharmaceuticals might already be a steal.\nBoston Beer\nRiding the trends in the alcoholic beverage industry is like being on a rollercoaster. Tastes in the U.S. have shifted over the years with wine, whiskey, hard cider, craft beers, and hard seltzer each taking a turn as the drink of choice. For the most part, Boston Beer has been able to succeed no matter what was in vogue. But it's been an up and down journey for shareholders. The stock has experienced drops of at least 60% three times in the last 20 years.\nSAMDATA BYYCHARTS\nIt's in one of those slumps now as Truly -- its hard seltzer brand -- underperforms amid an avalanche of competition. After the decline, the stock is offering investors an opportunity they don't get very often. Analysts still expect revenue of $2.16 billion this year. That makes the projected P/S ratio of less than three close to the lowest level since the beginning of 2019.\nOf course, it could get worse before it gets better. Management slashed its earnings forecast in July and then pulled guidance earlier this month, saying it would incur write-offs and fees associated with the product. As scary as that is, I'm betting Boston Beer will repeat its history of surviving a downturn, finding a new trend, and powering to new all-time highs in the years ahead.","news_type":1,"symbols_score_info":{"SAM":0.9,"TTWO":0.9,"VRTX":0.9,"ADBE":0.9,"MKL":0.9}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603559313,"gmtCreate":1638431083536,"gmtModify":1638431084283,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Looking forward to buy more","listText":"Looking forward to buy more","text":"Looking forward to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603559313","repostId":"1139132596","repostType":4,"isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829519498,"gmtCreate":1633526340826,"gmtModify":1633526341012,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"What is happening?? Lol","listText":"What is happening?? Lol","text":"What is happening?? Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829519498","repostId":"1126487365","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874016242,"gmtCreate":1637711444107,"gmtModify":1637711444238,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Is this the beginning of the profit taking season? Hmmm","listText":"Is this the beginning of the profit taking season? Hmmm","text":"Is this the beginning of the profit taking season? Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874016242","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879809380,"gmtCreate":1636697530453,"gmtModify":1636698085081,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","listText":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","text":"I am only interested in Alibaba and Pinterest…. I feel that Zoom should have come out with something interesting in the 2nd half of 2021….. in the first place, when they are starting, their intention is just a video call company….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879809380","repostId":"1137718483","repostType":4,"repost":{"id":"1137718483","kind":"news","pubTimestamp":1636677707,"share":"https://www.laohunote.com/m/news/1137718483?lang=zh_CN&edition=full","pubTime":"2021-11-12 08:41","market":"us","language":"en","title":"Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买？这三只龙头股已经下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137718483","media":"Motley Fool","summary":"$Alibaba$ Group has plummeted 49% since peaking 13 months ago.Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.Alibaba and two other U.S. former market darlings have a strong chance to bounce back from here.Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day c","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自 13 个月前达到峰值以来，该集团股价已暴跌 49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴的光棍节已今非昔比。</li><li>阿里巴巴-SW和另外两个美国前市场宠儿很有可能从这里反弹。</li></ul>市场波动越来越大，但仍接近近期历史高点。你是在等待市场遭受重创后才把你的钱放在场外工作吗？嗯，去年很多最大的明星已经崩溃了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自创下历史新高以来，股价均暴跌至少 40%。降价似乎太过分了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1. 阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>周四对中国在线零售商来说本应是大日子。今天是光棍节!阿里巴巴-SW创造了每年 11 月 11 日举行的购物节日——由于 11/11 日期而被称为光棍节——但此后已被小型电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节与众不同。中国政府对“共同富裕”的推动发现，吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入双十一交易日时，比去年底创下的历史高点低 49%。在中国政府打击多个行业后，投资者避开了中国成长型股票，但双十一真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长 32%。即使现在阿里巴巴-SW正在努力应对 COVID-19 危机和该国的共同繁荣目标，追踪收入仍攀升了 40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。既然我们基本上已经接种了疫苗，病例数也降低了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为前景黯淡。与阿里巴巴-SW一样，Zoom 的股价也在 13 个月前达到顶峰。Zoom 股价自该高点以来已暴跌 57%。这里的转折是变焦仍在增长。最新季度收入增长 54%。当然，收入正在减速。我们不会回到 Zoom 在前五份季度报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom 在复苏环境中仍在增长。视频会议将继续是一种具有成本效益的方式来收集和完成事情。Zoom 正在充实其产品，最近一次笨拙的收购尝试不会阻止进化过程。去年有一段疯狂的时期，Zoom 的交易价格是历史收入的 100 倍以上。令人兴奋的销售增长和级联的股价的一两重打击发现，这一倍数目前已降至仅 20。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3. Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。视觉发现引擎是一个宝贵的资源，用于食谱、装饰技巧，以及一旦我们能够在疫情之后安全旅行，我们想去的目的地做白日梦。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团开胃菜，出去吃别人的面包。Pinterest现在活跃用户连续下降，令投资者感到震惊。该股已较 2 月份的峰值暴跌 49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，主要是股票交易，Pinterest的估值将达到每股 70 美元。Pinterest投资者对持有更多股份感到自大，他们希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest现在必须升值 53% 才能达到 70 美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal股价在最初的传闻中遭到抛售，但即使现在交易尚未摆在桌面上，股价仍在继续下跌。既然这两只股票都失宠了，它可能不会屈膝回来，但Pinterest仍然拥有一个充满活力的平台，货币化也在不断提高。随着广告商纷纷利用营销机会接触利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom 和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好较历史高点下跌了 49% 至 57%。你不需要等到市场崩盘发生才能买到便宜货。他们现在在外面。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买？这三只龙头股已经下跌超过40%</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\">\nWhy Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买？这三只龙头股已经下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-12 08:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group has plummeted 49% since peaking 13 months ago.</li>  <li>Alibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.</li>  <li>Alibaba&nbsp;and two other U.S. former market darlings have a strong chance to bounce back from here.</li> </ul> The market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.</p><p><blockquote><ul><li><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>自 13 个月前达到峰值以来，该集团股价已暴跌 49%。</li><li>鉴于中国的“共同富裕”倡议，阿里巴巴的光棍节已今非昔比。</li><li>阿里巴巴-SW和另外两个美国前市场宠儿很有可能从这里反弹。</li></ul>市场波动越来越大，但仍接近近期历史高点。你是在等待市场遭受重创后才把你的钱放在场外工作吗？嗯，去年很多最大的明星已经崩溃了。</blockquote></p><p> Shares of<b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding</b>(NYSE:BABA),<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b>, and&nbsp;<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>&nbsp;have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.</p><p><blockquote>股份<b><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股</b>（纽约证券交易所代码：BABA），<b><a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</b>，和<a href=\"https://laohu8.com/S/PINS\"><b>Pinterest</b></a>自创下历史新高以来，股价均暴跌至少 40%。降价似乎太过分了。让我们仔细看看。</blockquote></p><p> 1. Alibaba</p><p><blockquote>1. 阿里巴巴-SW</blockquote></p><p> Thursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.</p><p><blockquote>周四对中国在线零售商来说本应是大日子。今天是光棍节!阿里巴巴-SW创造了每年 11 月 11 日举行的购物节日——由于 11/11 日期而被称为光棍节——但此后已被小型电子零售商广泛采用。</blockquote></p><p> Singles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.</p><p><blockquote>今年的光棍节与众不同。中国政府对“共同富裕”的推动发现，吹捧商业和消费是不时髦的。阿里巴巴-SW不太可能达到去年“双11”庆祝活动期间740亿美元的销售额。</blockquote></p><p> Alibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.</p><p><blockquote>阿里巴巴-SW进入双十一交易日时，比去年底创下的历史高点低 49%。在中国政府打击多个行业后，投资者避开了中国成长型股票，但双十一真正便宜的可能是阿里巴巴-SW本身的股票。过去十年，该公司的收入每年至少增长 32%。即使现在阿里巴巴-SW正在努力应对 COVID-19 危机和该国的共同繁荣目标，追踪收入仍攀升了 40%。</blockquote></p><p> 2. <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</p><p><blockquote>2.<a href=\"https://laohu8.com/S/ZM\">缩放</a>录像</blockquote></p><p> The rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?</p><p><blockquote>Zoom Video的兴衰众所周知。在疫情的最初几个月，当面对面的课程、工作会议以及朋友和家人的聚会都不安全时，视频会议平台的受欢迎程度飙升。既然我们基本上已经接种了疫苗，病例数也降低了，Zoom真的有未来吗？</blockquote></p><p> The market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.</p><p><blockquote>市场似乎认为前景黯淡。与阿里巴巴-SW一样，Zoom 的股价也在 13 个月前达到顶峰。Zoom 股价自该高点以来已暴跌 57%。这里的转折是变焦仍在增长。最新季度收入增长 54%。当然，收入正在减速。我们不会回到 Zoom 在前五份季度报告中公布的三位数营收增长。</blockquote></p><p> However, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.</p><p><blockquote>然而，Zoom 在复苏环境中仍在增长。视频会议将继续是一种具有成本效益的方式来收集和完成事情。Zoom 正在充实其产品，最近一次笨拙的收购尝试不会阻止进化过程。去年有一段疯狂的时期，Zoom 的交易价格是历史收入的 100 倍以上。令人兴奋的销售增长和级联的股价的一两重打击发现，这一倍数目前已降至仅 20。</blockquote></p><p> 3. Pinterest</p><p><blockquote>3. Pinterest</blockquote></p><p> A year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.</p><p><blockquote>一年前，我们依靠Pinterest变得狡猾。视觉发现引擎是一个宝贵的资源，用于食谱、装饰技巧，以及一旦我们能够在疫情之后安全旅行，我们想去的目的地做白日梦。</blockquote></p><p> Everything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.</p><p><blockquote>对Pinterest来说，一切都很顺利，直到我们冷静下来，扔掉我们的酸面团开胃菜，出去吃别人的面包。Pinterest现在活跃用户连续下降，令投资者感到震惊。该股已较 2 月份的峰值暴跌 49%。</blockquote></p><p> Last month&nbsp;<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.</p><p><blockquote>上个月<b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>控股</b>据报道，该公司正在就收购Pinterest进行谈判，主要是股票交易，Pinterest的估值将达到每股 70 美元。Pinterest投资者对持有更多股份感到自大，他们希望有机会回到那里，因为自拟议的合并取消以来，该股已大幅下跌。Pinterest现在必须升值 53% 才能达到 70 美元。</blockquote></p><p> PayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.</p><p><blockquote>PayPal股价在最初的传闻中遭到抛售，但即使现在交易尚未摆在桌面上，股价仍在继续下跌。既然这两只股票都失宠了，它可能不会屈膝回来，但Pinterest仍然拥有一个充满活力的平台，货币化也在不断提高。随着广告商纷纷利用营销机会接触利润丰厚的Pinterest受众，收入仍在增长。</blockquote></p><p> Alibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.</p><p><blockquote>阿里巴巴-SW、Zoom 和Pinterest仍然是蓬勃发展的成长型股票。该股的交易价格恰好较历史高点下跌了 49% 至 57%。你不需要等到市场崩盘发生才能买到便宜货。他们现在在外面。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","PINS":"Pinterest, Inc.","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/11/11/why-wait-for-a-crash-to-buy-these-3-top-stocks-are/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137718483","content_text":"Key Points\n\nAlibaba Group has plummeted 49% since peaking 13 months ago.\nAlibaba's Singles' Day isn't what it used to be now given China's \"common prosperity\" initiative.\nAlibaba and two other U.S. former market darlings have a strong chance to bounce back from here.\n\nThe market's getting volatile, but it's still trading close to its recent all-time highs. Are you waiting for the market to take a big hit before putting your money on the sidelines to work? Well, a lot of last year's biggest stars have already crashed.\nShares ofAlibaba Group Holding(NYSE:BABA),Zoom Video, and Pinterest have all plummeted at least 40% since hitting all-time highs. The markdowns seem overdone. Let's take a closer look.\n1. Alibaba\nThursday should've been a big day for China's online retailers. It's Singles' Day! Alibaba created the shopping holiday that takes place every year on Nov. 11 -- called Singles' Day because of the 11/11 date -- but it has since been widely adopted by smaller e-tailers.\nSingles' Day is hitting different this year. China's government push for \"common prosperity\" finds it unfashionable to tout commerce and consumption. Alibaba is highly unlikely to match the $74 billion it rang up in sales during last year's \"Double 11\" celebration.\nAlibaba enters Singles' Day trading 49% below the all-time high it hit late last year. Investors have steered clear of China's growth stocks in the wake of the government's crackdown on several industries, but the real bargain for Singles' Day could be shares of Alibaba itself. It has grown revenue by at least 32% every year over the past decade. Even now as Alibaba grapples with the COVID-19 crisis and the country's common prosperity objectives, trailing revenue has climbed 40%.\n2. Zoom Video\nThe rise and fall of Zoom Video is well known. The videoconferencing platform skyrocketed in popularity during the early months of the pandemic when in-person classes, work meetings, and gatherings of friends and family weren't safe. Now that we're largely vaccinated and case counts are lower is there really a future for Zoom?\nThe market seems to think that the future will be bleak. Like Alibaba, shares of Zoom peaked 13 months ago. Zoom stock has plummeted 57% since that high. The twist here is that Zoom is still growing. Revenue rose 54% inits latest quarter. Sure, revenue is decelerating. We're not going to return to the triple-digit top-line growth that Zoom posted in each of the five previous quarterly reports.\nHowever, Zoom is still growing in the recovery climate. Video meetings will continue to be a cost-effective way to gather and get things done. Zoom is fleshing out its offerings, and a recently fumbled acquisition attempt won't stop the evolutionary process. There was a crazy time last year when Zoom was trading for more than 100 times trailing revenue. The one-two punch of heady sales growth and the cascading stock price finds that multiple whittled down to just 20 right now.\n3. Pinterest\nA year ago we were leaning on Pinterest to get crafty. The visual discovery engine was a valuable resource for recipes, decorating tips, and daydreaming about destinations we wanted to visit once we were able to safely travel after the pandemic.\nEverything was going swimmingly for Pinterest until we were cool to toss out our sourdough starter and head outside to eat someone else's bread. Pinterest has now stunned investors with back-to-back sequential declines in active users. The stock has plummeted 49% from February's peak.\nLast month PayPal Holdings was reportedly negotiating to buy Pinterest in a largely stock deal that would value Pinterest at$70 a share. Pinterest investors who were cocky about holding out for more would love a chance to get back there, as the stock has fallen sharply since the proposed combination came undone. Pinterest would have to appreciate by 53% to get to $70 now.\nPayPal stock sold off on the initial chatter, but it continues to fall even now that a deal is not on the table. It probably won't come back on bended knee now that both stocks are out of favor, but Pinterest still has a vibrant platform with improving monetization. Revenue is still growing as advertisers flock its marketing opportunities to reach the lucrative Pinterest audience.\nAlibaba, Zoom, and Pinterest are still thrivinggrowth stocks. The shares just happen to be trading between 49% and 57% off their all-time highs. You don't need to wait for the market crash to happen to pick up bargains. They're out there now.","news_type":1,"symbols_score_info":{"PINS":0.9,"ZM":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000640","idStr":"9000000000000640"},"content":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","text":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market.","html":"Only when the company constantly introduces new products can it continue to develop. Otherwise it will be eliminated by the market."},{"author":{"id":"9000000000000591","authorId":"9000000000000591","name":"EvelynHoover","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000591","idStr":"9000000000000591"},"content":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","text":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better","html":"I also support Alibaba. It has diversified business. It also has a strong R & D capability, which makes it better and better"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873663052,"gmtCreate":1636938611638,"gmtModify":1636938611754,"author":{"id":"4094557117203060","authorId":"4094557117203060","name":"YS82","avatar":"https://static.tigerbbs.com/00edaee27a12bd6d16f16f29a3f0c55d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094557117203060","idStr":"4094557117203060"},"themes":[],"title":"","htmlText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","listText":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","text":"Hope the market will continue its green till end ofthe year. It is so exciting that quality companies are being recognised.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873663052","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":3947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}