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- Jessica74Jessica74
  ·2021-02-09
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  Earnings Grow for the First Time During the Pandemic. What That Means for Investors.<blockquote>大流行期间盈利首次增长。这对投资者意味着什么。</blockquote>
  Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for
  Earnings Grow for the First Time During the Pandemic. What That Means for Investors.<blockquote>大流行期间盈利首次增长。这对投资者意味着什么。</blockquote>
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What That Means for Investors.<blockquote>大流行期间盈利首次增长。这对投资者意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142108333","media":"Barrons","summary":"Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for ","content":"<p>Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.</p><p><blockquote>企业盈利再次增长，反映出美国经济有望复苏。</blockquote></p><p> Companies representing roughly three quarters of theS&amp;P 500’smarket capitalization have reported fourth-quarter earnings, according to Credit Suisse data. Combining actual results and analyst’s increases to their calls for profits of companies that haven’t yet reported, aggregate earnings per share for the index could rise 1.7% year over year, according to DataTrek.</p><p><blockquote>根据瑞士信贷的数据，约占标准普尔 500 指数市值四分之三的公司已经公布了第四季度财报。根据 DataTrek 的数据，将实际业绩和分析师对尚未公布利润的公司评级的上调结合起来，该指数的每股总收益可能会同比增长 1.7%。</blockquote></p><p> So far, the aggregate result is about 17% better than expected, Credit Suisse says. Sales are up about 1% and operating margins have expanded, creating the much improved bottom-line results.</p><p><blockquote>瑞士信贷表示，到目前为止，总体结果比预期高出约 17%。销售额增长了约 1%，营业利润率扩大，从而大大提高了利润。</blockquote></p><p> Two points in the earnings results indicate an improving economy.</p><p><blockquote>盈利结果中有两点表明经济正在改善。</blockquote></p><p> Credit Suisse flagged the higher sales as a sign that consumers and businesses are spending more. Sales are up 4% year over year at makers of apparel and durable goods, according to the bank.</p><p><blockquote>瑞士信贷表示，销售额增加表明消费者和企业支出增加。据该银行称，服装和耐用品制造商的销售额同比增长 4%。</blockquote></p><p> Changes in profit margins tell a more important story, underscoring how a healthier economy is improving the earnings of the companies that were hurt most by the pandemic. A high portion of the costs of oil producers and manufacturers are fixed, so when revenues fall during a recession, profits fall harder than at other companies.</p><p><blockquote>利润率的变化讲述了一个更重要的故事，强调了更健康的经济如何改善受疫情影响最严重的公司的盈利。石油生产商和制造商的很大一部分成本是固定的，因此当经济衰退期间收入下降时，利润下降的幅度会比其他公司更大。</blockquote></p><p> Coming out of recessions, when revenues improve, profits rise significantly because costs are stable. Sales of materials producers are up 2% in aggregate, but earnings are up 17% because operating margins have increased by 14 percentage points.</p><p><blockquote>走出衰退后，当收入改善时，利润会大幅上升，因为成本稳定。材料生产商的销售额总体增长了 2%，但由于营业利润率增加了 14 个百分点，盈利增长了 17%。</blockquote></p><p> Stocks across many sectors have indeed risen, but earnings have not been the primary driver behind the breadth of the rally. TheInvesco S&amp;P 500 Equal Weight ETF(RSP), which weights each holding equally and reflects the degree to which all sectors are participating in the rally, is up more than 4.5% year to date. That beats the gain in the popular S&amp;P 500 index, which is weighted according to market capitalization—a sign the rally has been inclusive of many sectors. That is a reflection of a strengthening economy.</p><p><blockquote>许多行业的股票确实上涨了，但盈利并不是上涨广度背后的主要驱动力。景顺标普500等权重 ETF (RSP) 对每只持有的权重相等，反映了所有板块参与反弹的程度，今年迄今已上涨超过 4.5%。这超过了流行的标普500指数的涨幅，该指数是根据市值加权的，这表明涨势涵盖了许多行业。这是经济走强的反映。</blockquote></p><p> Earlier in the profit-reporting season,most stocks were falling, with losses of 1% or more, even after companies reported strong earnings.Valuationswere high, reflecting expectations for strong results, so the actual results failed to provide much of a jolt.</p><p><blockquote>在财报季早些时候，大多数股票都在下跌，即使公司公布了强劲的收益，跌幅也达到 1% 或更多。估值很高，反映出对强劲业绩的预期，因此实际结果未能带来太大冲击。</blockquote></p><p> In any case, strength in earnings won’t matter if the rollout of Covid-19 vaccines encounters big delays, because that would hurt the outlook for revenues. Stocks are trading more in response to positive vaccine news than on the fourth-quarter results.</p><p><blockquote>无论如何，如果 Covid-19 疫苗的推广遇到大的延误，盈利的强劲并不重要，因为这将损害收入前景。股市更多地是对疫苗积极消息的反应，而不是对第四季度业绩的反应。</blockquote></p><p> The earnings still do matter, though. And if therollout of vaccinesdoesn’t run into new snags, EPS should rise quarter over quarter throughout the year.</p><p><blockquote>不过，收益仍然很重要。如果疫苗的推广不遇到新的障碍，全年每股收益应该会逐季上升。</blockquote></p><p> Wall Street expects about $42 in aggregate per-share earnings for the S&amp;P 500 for the fourth quarter of 2020, while estimates for the current quarter are a tick below that, according to DataTrek. If earnings come in at $45 a share per quarter for 2021, the year’s result should be $180, about 2.8% higher than current estimates.</p><p><blockquote>根据 DataTrek 的数据，华尔街预计标普500 2020 年第四季度的每股总收益约为 42 美元，而当前季度的预期低于这一数字。如果 2021 年每季度每股收益为 45 美元，全年业绩应为 180 美元，比目前的预期高出约 2.8%。</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>Earnings Grow for the First Time During the Pandemic. What That Means for Investors.<blockquote>大流行期间盈利首次增长。这对投资者意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarnings Grow for the First Time During the Pandemic. What That Means for Investors.<blockquote>大流行期间盈利首次增长。这对投资者意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-09 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.</p><p><blockquote>企业盈利再次增长，反映出美国经济有望复苏。</blockquote></p><p> Companies representing roughly three quarters of theS&amp;P 500’smarket capitalization have reported fourth-quarter earnings, according to Credit Suisse data. Combining actual results and analyst’s increases to their calls for profits of companies that haven’t yet reported, aggregate earnings per share for the index could rise 1.7% year over year, according to DataTrek.</p><p><blockquote>根据瑞士信贷的数据，约占标准普尔 500 指数市值四分之三的公司已经公布了第四季度财报。根据 DataTrek 的数据，将实际业绩和分析师对尚未公布利润的公司评级的上调结合起来，该指数的每股总收益可能会同比增长 1.7%。</blockquote></p><p> So far, the aggregate result is about 17% better than expected, Credit Suisse says. Sales are up about 1% and operating margins have expanded, creating the much improved bottom-line results.</p><p><blockquote>瑞士信贷表示，到目前为止，总体结果比预期高出约 17%。销售额增长了约 1%，营业利润率扩大，从而大大提高了利润。</blockquote></p><p> Two points in the earnings results indicate an improving economy.</p><p><blockquote>盈利结果中有两点表明经济正在改善。</blockquote></p><p> Credit Suisse flagged the higher sales as a sign that consumers and businesses are spending more. Sales are up 4% year over year at makers of apparel and durable goods, according to the bank.</p><p><blockquote>瑞士信贷表示，销售额增加表明消费者和企业支出增加。据该银行称，服装和耐用品制造商的销售额同比增长 4%。</blockquote></p><p> Changes in profit margins tell a more important story, underscoring how a healthier economy is improving the earnings of the companies that were hurt most by the pandemic. A high portion of the costs of oil producers and manufacturers are fixed, so when revenues fall during a recession, profits fall harder than at other companies.</p><p><blockquote>利润率的变化讲述了一个更重要的故事，强调了更健康的经济如何改善受疫情影响最严重的公司的盈利。石油生产商和制造商的很大一部分成本是固定的，因此当经济衰退期间收入下降时，利润下降的幅度会比其他公司更大。</blockquote></p><p> Coming out of recessions, when revenues improve, profits rise significantly because costs are stable. Sales of materials producers are up 2% in aggregate, but earnings are up 17% because operating margins have increased by 14 percentage points.</p><p><blockquote>走出衰退后，当收入改善时，利润会大幅上升，因为成本稳定。材料生产商的销售额总体增长了 2%，但由于营业利润率增加了 14 个百分点，盈利增长了 17%。</blockquote></p><p> Stocks across many sectors have indeed risen, but earnings have not been the primary driver behind the breadth of the rally. TheInvesco S&amp;P 500 Equal Weight ETF(RSP), which weights each holding equally and reflects the degree to which all sectors are participating in the rally, is up more than 4.5% year to date. That beats the gain in the popular S&amp;P 500 index, which is weighted according to market capitalization—a sign the rally has been inclusive of many sectors. That is a reflection of a strengthening economy.</p><p><blockquote>许多行业的股票确实上涨了，但盈利并不是上涨广度背后的主要驱动力。景顺标普500等权重 ETF (RSP) 对每只持有的权重相等，反映了所有板块参与反弹的程度，今年迄今已上涨超过 4.5%。这超过了流行的标普500指数的涨幅，该指数是根据市值加权的，这表明涨势涵盖了许多行业。这是经济走强的反映。</blockquote></p><p> Earlier in the profit-reporting season,most stocks were falling, with losses of 1% or more, even after companies reported strong earnings.Valuationswere high, reflecting expectations for strong results, so the actual results failed to provide much of a jolt.</p><p><blockquote>在财报季早些时候，大多数股票都在下跌，即使公司公布了强劲的收益，跌幅也达到 1% 或更多。估值很高，反映出对强劲业绩的预期，因此实际结果未能带来太大冲击。</blockquote></p><p> In any case, strength in earnings won’t matter if the rollout of Covid-19 vaccines encounters big delays, because that would hurt the outlook for revenues. Stocks are trading more in response to positive vaccine news than on the fourth-quarter results.</p><p><blockquote>无论如何，如果 Covid-19 疫苗的推广遇到大的延误，盈利的强劲并不重要，因为这将损害收入前景。股市更多地是对疫苗积极消息的反应，而不是对第四季度业绩的反应。</blockquote></p><p> The earnings still do matter, though. And if therollout of vaccinesdoesn’t run into new snags, EPS should rise quarter over quarter throughout the year.</p><p><blockquote>不过，收益仍然很重要。如果疫苗的推广不遇到新的障碍，全年每股收益应该会逐季上升。</blockquote></p><p> Wall Street expects about $42 in aggregate per-share earnings for the S&amp;P 500 for the fourth quarter of 2020, while estimates for the current quarter are a tick below that, according to DataTrek. If earnings come in at $45 a share per quarter for 2021, the year’s result should be $180, about 2.8% higher than current estimates.</p><p><blockquote>根据 DataTrek 的数据，华尔街预计标普500 2020 年第四季度的每股总收益约为 42 美元，而当前季度的预期低于这一数字。如果 2021 年每季度每股收益为 45 美元，全年业绩应为 180 美元，比目前的预期高出约 2.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/earnings-are-growing-again-what-it-means-for-investors-51612817803?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142108333","content_text":"Corporate earnings are increasing again, reflecting that the U.S. economy is more than on track for recovery.\nCompanies representing roughly three quarters of theS&P 500’smarket capitalization have reported fourth-quarter earnings, according to Credit Suisse data. Combining actual results and analyst’s increases to their calls for profits of companies that haven’t yet reported, aggregate earnings per share for the index could rise 1.7% year over year, according to DataTrek.\nSo far, the aggregate result is about 17% better than expected, Credit Suisse says. Sales are up about 1% and operating margins have expanded, creating the much improved bottom-line results.\nTwo points in the earnings results indicate an improving economy.\nCredit Suisse flagged the higher sales as a sign that consumers and businesses are spending more. Sales are up 4% year over year at makers of apparel and durable goods, according to the bank.\nChanges in profit margins tell a more important story, underscoring how a healthier economy is improving the earnings of the companies that were hurt most by the pandemic. A high portion of the costs of oil producers and manufacturers are fixed, so when revenues fall during a recession, profits fall harder than at other companies.\nComing out of recessions, when revenues improve, profits rise significantly because costs are stable. Sales of materials producers are up 2% in aggregate, but earnings are up 17% because operating margins have increased by 14 percentage points.\nStocks across many sectors have indeed risen, but earnings have not been the primary driver behind the breadth of the rally. TheInvesco S&P 500 Equal Weight ETF(RSP), which weights each holding equally and reflects the degree to which all sectors are participating in the rally, is up more than 4.5% year to date. That beats the gain in the popular S&P 500 index, which is weighted according to market capitalization—a sign the rally has been inclusive of many sectors. That is a reflection of a strengthening economy.\nEarlier in the profit-reporting season,most stocks were falling, with losses of 1% or more, even after companies reported strong earnings.Valuationswere high, reflecting expectations for strong results, so the actual results failed to provide much of a jolt.\nIn any case, strength in earnings won’t matter if the rollout of Covid-19 vaccines encounters big delays, because that would hurt the outlook for revenues. Stocks are trading more in response to positive vaccine news than on the fourth-quarter results.\nThe earnings still do matter, though. And if therollout of vaccinesdoesn’t run into new snags, EPS should rise quarter over quarter throughout the year.\nWall Street expects about $42 in aggregate per-share earnings for the S&P 500 for the fourth quarter of 2020, while estimates for the current quarter are a tick below that, according to DataTrek. If earnings come in at $45 a share per quarter for 2021, the year’s result should be $180, about 2.8% higher than current estimates.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}