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tradingnoob
tradingnoob
·
2022-02-21
Please like too thank you
PCE Inflation, Consumer Confidence: What to Know This Week<blockquote>PCE 通胀、消费者信心:本周需要了解什么</blockquote>
After stocks endured a second straight week of selling last week, investors will be looking to a sla
PCE Inflation, Consumer Confidence: What to Know This Week<blockquote>PCE 通胀、消费者信心:本周需要了解什么</blockquote>
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tradingnoob
tradingnoob
·
2022-02-20
Please like too thank you
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tradingnoob
tradingnoob
·
2022-02-19
Please like too thank you!
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tradingnoob
tradingnoob
·
2022-02-17
Like too pls, thank you
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tradingnoob
tradingnoob
·
2022-02-16
The million dollar question is how long to become one
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tradingnoob
tradingnoob
·
2022-02-15
I worry. Loss is still a loss [流泪]
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tradingnoob
tradingnoob
·
2022-02-10
Buy and sell in less than 6months? Did not conduct due diligence?
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tradingnoob
tradingnoob
·
2022-02-10
Partner better than subsidiary?
Wall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与 Arm 交易失败的反应:没有废话</blockquote>
Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into
Wall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与 Arm 交易失败的反应:没有废话</blockquote>
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tradingnoob
tradingnoob
·
2021-12-03
Shorting this.. no roadmap and investors just looking for an exit plan through spac deal
Grab shares changed from up to down on its first day of trading<blockquote>Grab股价首日上涨转跌</blockquote>
Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had
Grab shares changed from up to down on its first day of trading<blockquote>Grab股价首日上涨转跌</blockquote>
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tradingnoob
tradingnoob
·
2021-11-24
Same old story. Tell us something new
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like too thank you","listText":"Please like too thank you","text":"Please like too thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/638256982","repostId":"2213670409","repostType":4,"repost":{"id":"2213670409","kind":"news","pubTimestamp":1645399123,"share":"https://www.laohunote.com/m/news/2213670409?lang=zh_CN&edition=full","pubTime":"2022-02-21 07:18","market":"us","language":"en","title":"PCE Inflation, Consumer Confidence: What to Know This Week<blockquote>PCE 通胀、消费者信心:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2213670409","media":"Yahoo Finance","summary":"After stocks endured a second straight week of selling last week, investors will be looking to a sla","content":"<p><html><head></head><body>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.</p><p><blockquote><html><head></head><body>上周股市连续第二周遭遇抛售后,投资者将期待一系列新的经济和盈利数据,作为潜在缓解的催化剂。</body></html></blockquote></p><p>The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.</p><p><blockquote>美国股票和债券市场将于周一休市,以纪念总统日假期,因此新的数据发布将整合到本周晚些时候。由于对不断升级的地缘政治冲突的担忧,周五股市跌至一个月来的最低水平,俄罗斯和乌克兰紧张局势的最新消息也将在本周成为焦点。</blockquote></p><p>While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.</p><p><blockquote>尽管新出现的军事冲突威胁掩盖了市场上的许多其他担忧,但通胀仍然是投资者的核心问题。通货膨胀对美联储收紧货币政策的速度以及消费者因物价上涨而缩减支出和减缓整体经济活动的程度都有影响。</blockquote></p><p>"I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation," Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. "We're looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that's what's causing the volatility."</p><p><blockquote>Optimal Capital 战略总监弗朗西斯·斯泰西 (Frances Stacy) 表示:“我确实认为俄罗斯-乌克兰的大部分波动发生在能源领域,尤其是石油领域。我认为大盘的其余波动与美联储紧缩对话有关。”周五,雅虎财经直播。“我们正在考虑在通胀背景下采取这种激进的紧缩政策,我认为这就是造成波动的原因。”</blockquote></p><p>On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.</p><p><blockquote>周五,经济分析局将发布月度个人消费支出(PCE)平减指数,提供整个复苏经济体价格上涨程度的新版本。</blockquote></p><p>Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December's 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December's 5.8% annual rise.</p><p><blockquote>彭博数据显示,普遍经济学家预计 1 月份个人消费支出将再上涨 0.6%,较 12 月份 0.4% 的涨幅有所加快。这将是连续第 14 个月上涨,使该指数同比上涨 6.0%。这反过来将标志着自 1982 年以来最快的增幅,并且比 12 月份 5.8% 的年增长率有所加快。</blockquote></p><p><img src=\"https://static.tigerbbs.com/83b39365db67b4cbe5d9181911de7b8a\" tg-width=\"4421\" tg-height=\"2947\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>The core PCE index — the Fed's preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December's index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December's 4.9% rise.</p><p><blockquote>核心个人消费支出指数(美联储剔除波动较大的食品和能源价格后衡量潜在通胀的首选指标)也可能较 12 月份的指数有所上升。普遍经济学家预计 1 月份核心 PCE 将增长 5.2%,而 12 月份为 4.9%。</blockquote></p><p>Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.</p><p><blockquote>对最新通胀数据的预期表明,经济尚未看到价格上涨的峰值。越来越多的央行官员开始意识到,通胀仍然比之前预期的更具粘性,特别是在供应链问题和病毒相关中断持续存在的情况下。</blockquote></p><p>"Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse," Federal Reserve Chair Jerome Powell said in a January press conference. "I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today."</p><p><blockquote>美联储主席杰罗姆·鲍威尔在一月份的新闻发布会上表示:“自 12 月会议以来,我想说通胀形势大致相同,但可能略有恶化。”“我倾向于将我自己对 2022 年核心 PCE 通胀率的估计......今天上调十分之几”。</blockquote></p><p>And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December's record increase of 9.8%.</p><p><blockquote>PCE的最新数据可能会重申其他密切关注的通胀数据。1月份消费者价格指数(CPI)同比上涨7.5%,创下1982年以来的最大涨幅,较12月份的7.0%明显加快。在生产商方面,1月份批发价格同比上涨9.7%,仅比12月份创纪录的9.8%略有下降。</blockquote></p><p><h2>Consumer confidence</h2><h2></h2>Despite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.</p><p><blockquote><h2>消费者信心</h2><h2></h2>然而,尽管通胀压力越来越大,消费者在很大程度上仍在继续消费。1 月份零售额增长 3.8%,好于预期,创下 2021 年 3 月以来的最大增幅,并超出预期。</blockquote></p><p>And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.</p><p><blockquote>尽管消费者越来越多地将通货膨胀视为他们个人财务的主要问题,但这种稳定的消费还是出现了。近几个月来,平均时薪也有所上升,但仍未跟上通货膨胀的步伐。</blockquote></p><p>"The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases," Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. "The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year."</p><p><blockquote>首席北美经济学家保罗·阿什沃斯 (Paul Ashworth) 表示:“支出的弹性与消费者信心的下滑形成鲜明对比,家庭增加了对大件商品的购买,同时表示现在是购买这些商品的特别糟糕的时机。”凯投宏观 (Capital Economics) 在一份报告中写道。“通胀飙升是消费者焦虑的根源。随着今年晚些时候通胀回落,市场情绪应该会有所改善,但目前的疲软提醒人们,今年实际消费增长将趋于平缓。”</blockquote></p><p></p><p>The Conference Board's Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers' thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers' outlooks. The consumer confidence index had been at 113.8 in January.</p><p><blockquote>世界大型企业联合会将于周二发布的消费者信心指数将有助于及时了解消费者在年初最新价格飙升后的想法。共识经济学家预计 2 月份该指数将降至 110.0,这将是自 2021 年 9 月以来的最低水平,当时德尔塔变异毒株对消费者前景造成了压力。1月份消费者信心指数为113.8。</blockquote></p><p><h2>Earnings season rolls on</h2><h2><img src=\"https://static.tigerbbs.com/2704a78dbeac36d3a78a7c3a7e70f026\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></h2>Investors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe's (LOW), Macy's (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to <a href=\"https://laohu8.com/S/W\">Wayfair</a> (W) and Nikola (NKLA).</p><p><blockquote><h2>财报季开始</h2><h2></h2>投资者本周还将收到一些新的盈利结果,主要零售商包括家得宝 (HD)、劳氏 (LOW)、梅西百货 (M) 和 TJX Cos。(TJX) 与 Coinbase (COIN) 等其他备受关注的公司一起报道<a href=\"https://laohu8.com/S/W\">韦费尔</a>(W)和尼古拉(NKLA)。</blockquote></p><p>So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.</p><p><blockquote>到目前为止,本财报季,企业利润保持强劲,尽管与前几个季度相比有所放缓。FactSet 的数据显示,截至周五,84% 的标普500公司已公布第四季度实际盈利结果。标普500公司的整体盈利预计增长率为30.9%,而第三季度约为40%。</blockquote></p><p>Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.</p><p><blockquote>尽管如此,随着越来越多的公司公布好于预期的业绩,第四季度的预计盈利增长率仍在持续走高。截至12月31日,第四季度盈利预估增长率仅为21.2%。</blockquote></p><p>But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned "inflation."</p><p><blockquote>不过,尽管许多公司在 2021 年最后三个月的业绩表现积极,但前景有所减弱,反映出供应链的不确定性挥之不去、价格上涨和其他宏观担忧。FactSet 指出,在 12 月 15 日至 2 月 17 日期间评级举行财报会议的公司中,72% 的公司提到了“通货膨胀”。</blockquote></p><p>"In terms of earnings guidance from corporations, 71% of the S&P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance," FactSet's John Butters wrote in a note Friday. "This is the highest percentage of S&P 500 companies issuing negative guidance since Q3 2019 (73%)."</p><p><blockquote>FactSet 的 John Butters 在周五的一份报告中写道:“就企业盈利指引而言,已发布 2022 年第一季度每股收益 (EPS) 指引的标普500公司中有 71%(77 家公司中有 55 家)发布了负面指引。”“这是自 2019 年第三季度以来标普500公司发布负面指引的最高比例(73%)。”</blockquote></p><p>"Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021," Butters added.</p><p><blockquote>巴特斯补充道:“因此,市场对 2022 年第一季度的负面盈利指引和下调预期的反应可能比 2021 年第四季度报告的盈利意外反应更大。”</blockquote></p><p><h2>Economic calendar</h2><ul><li><b>Monday: </b><i>No notable reports scheduled for release</i></p><p><blockquote><h2>经济日历</h2><ul><li><b>星期一:</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li><li><b>Tuesday: </b>FHFA House Price Index, December (1.1% expected, 1.1% in November); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)</p><p><blockquote><li><b>星期二:</b>FHFA房价指数,12月(预期1.1%,11月1.1%);标准普尔<a href=\"https://laohu8.com/S/CLGX\">核心逻辑</a>凯斯-席勒20城综合指数,12月环比(预期1.10%,11月1.18%);S&P CoreLogic Case-Shiller 20 城市综合指数,12 月同比(预期 18.30%,11 月 18.29%);<a href=\"https://laohu8.com/S/MRKT\">市场</a>美国2月制造业PMI初值(预期56.0,1月55.5);Markit 美国服务业 PMI,2 月份初值(预期 53.0,1 月份 51.2);Markit 美国综合 PMI,2 月份初值(1 月份为 51.1);世界大型企业联合会消费者信心指数,2月份(预期110.0,1月份113.8);2 月里士满联储制造业指数(预计 10,1 月 8)</li></blockquote></p><p></li><li><b>Wednesday: </b>MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)</p><p><blockquote><li><b>星期三:</b>截至 2 月 18 日当周的 MBA 抵押贷款申请(前一周-5.4%)</li></blockquote></p><p></li><li><b>Thursday: </b>Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)</p><p><blockquote><li><b>星期四:</b>芝加哥联储1月全国活动指数(12月-0.15);GDP年化,环比,第四季度第二次估计(预期7.0%,先前估计6.9%);个人消费,第四季度第二次预估(预期 3.3%,先前预估 3.3%);核心 PCE 环比,第四季度第二次预估(预期 4.9%,先前预估 4.9%);堪萨斯城联储2月制造业活动(1月24日)</li></blockquote></p><p></li><li><b>Friday: </b>Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)</p><p><blockquote><li><b>星期五:</b>个人收入,1月份(-0.4%,12月份0.3%);1月份个人支出(预期1.5%,12月份-0.6%);耐用品订单,1月初步(12月0.9%-0.7%);不包括运输的耐用品订单,1 月份初步(预期 0.3%,12 月份 0.6%);PCE平减指数,1月份同比(预期6.0%,12月份5.8%);PCE平减指数,1月份环比(预期0.6%,12月份0.4%);PCE核心平减指数,1月份同比(预期5.2%,12月份4.9%);PCE核心平减指数,1月环比(预期0.5%,12月0.5%)</li></blockquote></p><p></li></ul><h2>Earnings calendar</h2><h2></h2><b>Monday</b></p><p><blockquote><h2>收益日历</h2><h2></h2><b>周一</b></blockquote></p><p><i>No notable reports scheduled for release</i></p><p><blockquote><i>没有计划发布的重要报告</i></blockquote></p><p><b>Tuesday</b></p><p><blockquote><b>周二</b></blockquote></p><p>Before market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy's (M)</p><p><blockquote>开市前:Apache Corp. (APA)、Home Depot (HD)、Tempur Sealy International (TPX)、Macy's (M)</blockquote></p><p></p><p>After market close: Caesar's Entertainment (CZR), Agilent Technologies (A), <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a> (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Teladoc Health (TDOC)</p><p><blockquote>收盘后:凯撒娱乐 (CZR)、安捷伦科技 (A)、<a href=\"https://laohu8.com/S/FANG\">响尾蛇能源</a>(FANG)、The Mosaic Co. (MOS)、Toll Brothers (TOL)、维珍银河 (SPCE)、<a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>(PANW)、Teladoc Health (TDOC)</blockquote></p><p><b>Wednesday</b></p><p><blockquote><b>星期三</b></blockquote></p><p>Before market open: Lowe's (LOW), <a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a> (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)</p><p><blockquote>开盘前:劳氏(低),<a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>(OSTK),TJX公司。(TJX)、Cerner Corp. (CERN)</blockquote></p><p>After market close: Hertz (HTZ), <a href=\"https://laohu8.com/S/EBAY\">eBay</a> (EBAY), Revolve Group Inc. (RVLV), <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> (LYV), The Real Real (REAL), Lemonade (LMND)</p><p><blockquote>收盘后:赫兹(HTZ),<a href=\"https://laohu8.com/S/EBAY\">易趣</a>(EBAY)、Revolve Group Inc. (RVLV)、<a href=\"https://laohu8.com/S/BKNG\">预订持有量</a>(BKNG)、富博电视台 (FUBO)、Allbirds (BIRD)、Bath and Body Works (BBWI)、切萨皮克能源 (CHK)、<a href=\"https://laohu8.com/S/LYV\">Live Nation娱乐</a>(LYV),真实的真实(Real),柠檬水(LMND)</blockquote></p><p><b>Thursday</b></p><p><blockquote><b>星期四</b></blockquote></p><p>Before market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)</p><p><blockquote>开市前:Keurig Dr. Pepper (KDP)、Newmont Corp. (NEM)、SeaWorld Entertainment (SEAS)、Moderna (MRNA)、Planet Fitness (PLNT)、Nikola (NKLA)、Wayfair (W)、六旗娱乐 (SIX)、探索公司 (DISCA)、挪威邮轮控股公司 (NCLH)、西方石油公司 (OXY)</blockquote></p><p>After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc.</a> (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)</p><p><blockquote>收盘后:Intuit (INTU)、Opendoor Technologies (OPEN)、Autodesk (ADSK)、Coinbase (COIN)、Dell Technologies (DELL)、<a href=\"https://laohu8.com/S/SQ2.AU\">布洛克公司</a>(SQ),Zscaler(ZS),火箭Cos。(RKT)、VMWare (VMW)、Etsy (ETSY)、Beyond Meat (BYND)、Monster Beverage Corp. (MNST)</blockquote></p><p><b>Friday</b></p><p><blockquote><b>星期五</b></blockquote></p><p><i>No notable reports scheduled for release</i></p><p><blockquote><i>没有计划发布的重要报告</i></blockquote></p><p></body></html></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>PCE Inflation, Consumer Confidence: What to Know This Week<blockquote>PCE 通胀、消费者信心:本周需要了解什么</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\">\nPCE Inflation, Consumer Confidence: What to Know This Week<blockquote>PCE 通胀、消费者信心:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2022-02-21 07:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.</p><p><blockquote><html><head></head><body>上周股市连续第二周遭遇抛售后,投资者将期待一系列新的经济和盈利数据,作为潜在缓解的催化剂。</body></html></blockquote></p><p>The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.</p><p><blockquote>美国股票和债券市场将于周一休市,以纪念总统日假期,因此新的数据发布将整合到本周晚些时候。由于对不断升级的地缘政治冲突的担忧,周五股市跌至一个月来的最低水平,俄罗斯和乌克兰紧张局势的最新消息也将在本周成为焦点。</blockquote></p><p>While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.</p><p><blockquote>尽管新出现的军事冲突威胁掩盖了市场上的许多其他担忧,但通胀仍然是投资者的核心问题。通货膨胀对美联储收紧货币政策的速度以及消费者因物价上涨而缩减支出和减缓整体经济活动的程度都有影响。</blockquote></p><p>"I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation," Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. "We're looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that's what's causing the volatility."</p><p><blockquote>Optimal Capital 战略总监弗朗西斯·斯泰西 (Frances Stacy) 表示:“我确实认为俄罗斯-乌克兰的大部分波动发生在能源领域,尤其是石油领域。我认为大盘的其余波动与美联储紧缩对话有关。”周五,雅虎财经直播。“我们正在考虑在通胀背景下采取这种激进的紧缩政策,我认为这就是造成波动的原因。”</blockquote></p><p>On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.</p><p><blockquote>周五,经济分析局将发布月度个人消费支出(PCE)平减指数,提供整个复苏经济体价格上涨程度的新版本。</blockquote></p><p>Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December's 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December's 5.8% annual rise.</p><p><blockquote>彭博数据显示,普遍经济学家预计 1 月份个人消费支出将再上涨 0.6%,较 12 月份 0.4% 的涨幅有所加快。这将是连续第 14 个月上涨,使该指数同比上涨 6.0%。这反过来将标志着自 1982 年以来最快的增幅,并且比 12 月份 5.8% 的年增长率有所加快。</blockquote></p><p><img src=\"https://static.tigerbbs.com/83b39365db67b4cbe5d9181911de7b8a\" tg-width=\"4421\" tg-height=\"2947\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>The core PCE index — the Fed's preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December's index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December's 4.9% rise.</p><p><blockquote>核心个人消费支出指数(美联储剔除波动较大的食品和能源价格后衡量潜在通胀的首选指标)也可能较 12 月份的指数有所上升。普遍经济学家预计 1 月份核心 PCE 将增长 5.2%,而 12 月份为 4.9%。</blockquote></p><p>Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.</p><p><blockquote>对最新通胀数据的预期表明,经济尚未看到价格上涨的峰值。越来越多的央行官员开始意识到,通胀仍然比之前预期的更具粘性,特别是在供应链问题和病毒相关中断持续存在的情况下。</blockquote></p><p>"Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse," Federal Reserve Chair Jerome Powell said in a January press conference. "I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today."</p><p><blockquote>美联储主席杰罗姆·鲍威尔在一月份的新闻发布会上表示:“自 12 月会议以来,我想说通胀形势大致相同,但可能略有恶化。”“我倾向于将我自己对 2022 年核心 PCE 通胀率的估计......今天上调十分之几”。</blockquote></p><p>And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December's record increase of 9.8%.</p><p><blockquote>PCE的最新数据可能会重申其他密切关注的通胀数据。1月份消费者价格指数(CPI)同比上涨7.5%,创下1982年以来的最大涨幅,较12月份的7.0%明显加快。在生产商方面,1月份批发价格同比上涨9.7%,仅比12月份创纪录的9.8%略有下降。</blockquote></p><p><h2>Consumer confidence</h2><h2></h2>Despite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.</p><p><blockquote><h2>消费者信心</h2><h2></h2>然而,尽管通胀压力越来越大,消费者在很大程度上仍在继续消费。1 月份零售额增长 3.8%,好于预期,创下 2021 年 3 月以来的最大增幅,并超出预期。</blockquote></p><p>And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.</p><p><blockquote>尽管消费者越来越多地将通货膨胀视为他们个人财务的主要问题,但这种稳定的消费还是出现了。近几个月来,平均时薪也有所上升,但仍未跟上通货膨胀的步伐。</blockquote></p><p>"The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases," Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. "The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year."</p><p><blockquote>首席北美经济学家保罗·阿什沃斯 (Paul Ashworth) 表示:“支出的弹性与消费者信心的下滑形成鲜明对比,家庭增加了对大件商品的购买,同时表示现在是购买这些商品的特别糟糕的时机。”凯投宏观 (Capital Economics) 在一份报告中写道。“通胀飙升是消费者焦虑的根源。随着今年晚些时候通胀回落,市场情绪应该会有所改善,但目前的疲软提醒人们,今年实际消费增长将趋于平缓。”</blockquote></p><p></p><p>The Conference Board's Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers' thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers' outlooks. The consumer confidence index had been at 113.8 in January.</p><p><blockquote>世界大型企业联合会将于周二发布的消费者信心指数将有助于及时了解消费者在年初最新价格飙升后的想法。共识经济学家预计 2 月份该指数将降至 110.0,这将是自 2021 年 9 月以来的最低水平,当时德尔塔变异毒株对消费者前景造成了压力。1月份消费者信心指数为113.8。</blockquote></p><p><h2>Earnings season rolls on</h2><h2><img src=\"https://static.tigerbbs.com/2704a78dbeac36d3a78a7c3a7e70f026\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></h2>Investors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe's (LOW), Macy's (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to <a href=\"https://laohu8.com/S/W\">Wayfair</a> (W) and Nikola (NKLA).</p><p><blockquote><h2>财报季开始</h2><h2></h2>投资者本周还将收到一些新的盈利结果,主要零售商包括家得宝 (HD)、劳氏 (LOW)、梅西百货 (M) 和 TJX Cos。(TJX) 与 Coinbase (COIN) 等其他备受关注的公司一起报道<a href=\"https://laohu8.com/S/W\">韦费尔</a>(W)和尼古拉(NKLA)。</blockquote></p><p>So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.</p><p><blockquote>到目前为止,本财报季,企业利润保持强劲,尽管与前几个季度相比有所放缓。FactSet 的数据显示,截至周五,84% 的标普500公司已公布第四季度实际盈利结果。标普500公司的整体盈利预计增长率为30.9%,而第三季度约为40%。</blockquote></p><p>Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.</p><p><blockquote>尽管如此,随着越来越多的公司公布好于预期的业绩,第四季度的预计盈利增长率仍在持续走高。截至12月31日,第四季度盈利预估增长率仅为21.2%。</blockquote></p><p>But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned "inflation."</p><p><blockquote>不过,尽管许多公司在 2021 年最后三个月的业绩表现积极,但前景有所减弱,反映出供应链的不确定性挥之不去、价格上涨和其他宏观担忧。FactSet 指出,在 12 月 15 日至 2 月 17 日期间评级举行财报会议的公司中,72% 的公司提到了“通货膨胀”。</blockquote></p><p>"In terms of earnings guidance from corporations, 71% of the S&P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance," FactSet's John Butters wrote in a note Friday. "This is the highest percentage of S&P 500 companies issuing negative guidance since Q3 2019 (73%)."</p><p><blockquote>FactSet 的 John Butters 在周五的一份报告中写道:“就企业盈利指引而言,已发布 2022 年第一季度每股收益 (EPS) 指引的标普500公司中有 71%(77 家公司中有 55 家)发布了负面指引。”“这是自 2019 年第三季度以来标普500公司发布负面指引的最高比例(73%)。”</blockquote></p><p>"Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021," Butters added.</p><p><blockquote>巴特斯补充道:“因此,市场对 2022 年第一季度的负面盈利指引和下调预期的反应可能比 2021 年第四季度报告的盈利意外反应更大。”</blockquote></p><p><h2>Economic calendar</h2><ul><li><b>Monday: </b><i>No notable reports scheduled for release</i></p><p><blockquote><h2>经济日历</h2><ul><li><b>星期一:</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li><li><b>Tuesday: </b>FHFA House Price Index, December (1.1% expected, 1.1% in November); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)</p><p><blockquote><li><b>星期二:</b>FHFA房价指数,12月(预期1.1%,11月1.1%);标准普尔<a href=\"https://laohu8.com/S/CLGX\">核心逻辑</a>凯斯-席勒20城综合指数,12月环比(预期1.10%,11月1.18%);S&P CoreLogic Case-Shiller 20 城市综合指数,12 月同比(预期 18.30%,11 月 18.29%);<a href=\"https://laohu8.com/S/MRKT\">市场</a>美国2月制造业PMI初值(预期56.0,1月55.5);Markit 美国服务业 PMI,2 月份初值(预期 53.0,1 月份 51.2);Markit 美国综合 PMI,2 月份初值(1 月份为 51.1);世界大型企业联合会消费者信心指数,2月份(预期110.0,1月份113.8);2 月里士满联储制造业指数(预计 10,1 月 8)</li></blockquote></p><p></li><li><b>Wednesday: </b>MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)</p><p><blockquote><li><b>星期三:</b>截至 2 月 18 日当周的 MBA 抵押贷款申请(前一周-5.4%)</li></blockquote></p><p></li><li><b>Thursday: </b>Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)</p><p><blockquote><li><b>星期四:</b>芝加哥联储1月全国活动指数(12月-0.15);GDP年化,环比,第四季度第二次估计(预期7.0%,先前估计6.9%);个人消费,第四季度第二次预估(预期 3.3%,先前预估 3.3%);核心 PCE 环比,第四季度第二次预估(预期 4.9%,先前预估 4.9%);堪萨斯城联储2月制造业活动(1月24日)</li></blockquote></p><p></li><li><b>Friday: </b>Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)</p><p><blockquote><li><b>星期五:</b>个人收入,1月份(-0.4%,12月份0.3%);1月份个人支出(预期1.5%,12月份-0.6%);耐用品订单,1月初步(12月0.9%-0.7%);不包括运输的耐用品订单,1 月份初步(预期 0.3%,12 月份 0.6%);PCE平减指数,1月份同比(预期6.0%,12月份5.8%);PCE平减指数,1月份环比(预期0.6%,12月份0.4%);PCE核心平减指数,1月份同比(预期5.2%,12月份4.9%);PCE核心平减指数,1月环比(预期0.5%,12月0.5%)</li></blockquote></p><p></li></ul><h2>Earnings calendar</h2><h2></h2><b>Monday</b></p><p><blockquote><h2>收益日历</h2><h2></h2><b>周一</b></blockquote></p><p><i>No notable reports scheduled for release</i></p><p><blockquote><i>没有计划发布的重要报告</i></blockquote></p><p><b>Tuesday</b></p><p><blockquote><b>周二</b></blockquote></p><p>Before market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy's (M)</p><p><blockquote>开市前:Apache Corp. (APA)、Home Depot (HD)、Tempur Sealy International (TPX)、Macy's (M)</blockquote></p><p></p><p>After market close: Caesar's Entertainment (CZR), Agilent Technologies (A), <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a> (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Teladoc Health (TDOC)</p><p><blockquote>收盘后:凯撒娱乐 (CZR)、安捷伦科技 (A)、<a href=\"https://laohu8.com/S/FANG\">响尾蛇能源</a>(FANG)、The Mosaic Co. (MOS)、Toll Brothers (TOL)、维珍银河 (SPCE)、<a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>(PANW)、Teladoc Health (TDOC)</blockquote></p><p><b>Wednesday</b></p><p><blockquote><b>星期三</b></blockquote></p><p>Before market open: Lowe's (LOW), <a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a> (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)</p><p><blockquote>开盘前:劳氏(低),<a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>(OSTK),TJX公司。(TJX)、Cerner Corp. (CERN)</blockquote></p><p>After market close: Hertz (HTZ), <a href=\"https://laohu8.com/S/EBAY\">eBay</a> (EBAY), Revolve Group Inc. (RVLV), <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> (LYV), The Real Real (REAL), Lemonade (LMND)</p><p><blockquote>收盘后:赫兹(HTZ),<a href=\"https://laohu8.com/S/EBAY\">易趣</a>(EBAY)、Revolve Group Inc. (RVLV)、<a href=\"https://laohu8.com/S/BKNG\">预订持有量</a>(BKNG)、富博电视台 (FUBO)、Allbirds (BIRD)、Bath and Body Works (BBWI)、切萨皮克能源 (CHK)、<a href=\"https://laohu8.com/S/LYV\">Live Nation娱乐</a>(LYV),真实的真实(Real),柠檬水(LMND)</blockquote></p><p><b>Thursday</b></p><p><blockquote><b>星期四</b></blockquote></p><p>Before market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)</p><p><blockquote>开市前:Keurig Dr. Pepper (KDP)、Newmont Corp. (NEM)、SeaWorld Entertainment (SEAS)、Moderna (MRNA)、Planet Fitness (PLNT)、Nikola (NKLA)、Wayfair (W)、六旗娱乐 (SIX)、探索公司 (DISCA)、挪威邮轮控股公司 (NCLH)、西方石油公司 (OXY)</blockquote></p><p>After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc.</a> (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)</p><p><blockquote>收盘后:Intuit (INTU)、Opendoor Technologies (OPEN)、Autodesk (ADSK)、Coinbase (COIN)、Dell Technologies (DELL)、<a href=\"https://laohu8.com/S/SQ2.AU\">布洛克公司</a>(SQ),Zscaler(ZS),火箭Cos。(RKT)、VMWare (VMW)、Etsy (ETSY)、Beyond Meat (BYND)、Monster Beverage Corp. (MNST)</blockquote></p><p><b>Friday</b></p><p><blockquote><b>星期五</b></blockquote></p><p><i>No notable reports scheduled for release</i></p><p><blockquote><i>没有计划发布的重要报告</i></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html\">Yahoo Finance</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":{"BK4532":"文艺复兴科技持仓","BK4524":"宅经济概念","SPCE":"维珍银河","APA":"阿帕契","BK4554":"元宇宙及AR概念","MOS":"美国美盛","BK4149":"建筑机械与重型卡车","BK4097":"系统软件","BK4023":"应用软件","BK4517":"邮轮概念","BK4094":"服装零售","BK4551":"寇图资本持仓","BK4560":"网络安全概念","LOW":"劳氏","BK4121":"生命科学工具和服务","PANW":"Palo Alto Networks","KDP":"Keurig Dr Pepper Inc","OXY":"西方石油","BK4095":"家庭装饰品","BK4125":"广播","BK4077":"互动媒体与服务","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","JPM":"摩根大通",".SPX":"S&P 500 Index","A":"安捷伦科技","PLNT":"Planet Fitness Inc","BK4504":"桥水持仓","BK4139":"生物科技","M":"梅西百货","ZS":"Zscaler Inc.","BK4562":"SPAC上市公司","CPI":"IQ Real Return ETF","BK4559":"巴菲特持仓","BBWI":"Bath & Body Works Inc.","COIN":"Coinbase Global, Inc.","BK4107":"财产与意外伤害保险","BK4022":"陆运","TJX":"The TJX Companies Inc.","SPY":"标普500ETF","BK4150":"赌场与赌博","BK4505":"高瓴资本持仓","BK4515":"5G概念","HTZ":"赫兹租车","HD":"家得宝","BK4534":"瑞士信贷持仓","DISCA":"探索传播","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4177":"软饮料","BK4108":"电影和娱乐","CZR":"凯撒娱乐","BK4142":"酒店、度假村与豪华游轮","FANG":"Diamondback Energy","BK4187":"航天航空与国防","BK4112":"金融交易所和数据","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213670409","content_text":"After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.\"I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation,\" Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. \"We're looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that's what's causing the volatility.\"On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December's 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December's 5.8% annual rise.The core PCE index — the Fed's preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December's index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December's 4.9% rise.Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.\"Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse,\" Federal Reserve Chair Jerome Powell said in a January press conference. \"I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today.\"And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December's record increase of 9.8%.Consumer confidenceDespite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.\"The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases,\" Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. \"The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year.\"The Conference Board's Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers' thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers' outlooks. The consumer confidence index had been at 113.8 in January.Earnings season rolls onInvestors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe's (LOW), Macy's (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to Wayfair (W) and Nikola (NKLA).So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned \"inflation.\"\"In terms of earnings guidance from corporations, 71% of the S&P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance,\" FactSet's John Butters wrote in a note Friday. \"This is the highest percentage of S&P 500 companies issuing negative guidance since Q3 2019 (73%).\"\"Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021,\" Butters added.Economic calendarMonday: No notable reports scheduled for releaseTuesday: FHFA House Price Index, December (1.1% expected, 1.1% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); Markit U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)Wednesday: MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)Thursday: Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)Friday: Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)Earnings calendarMondayNo notable reports scheduled for releaseTuesdayBefore market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy's (M)After market close: Caesar's Entertainment (CZR), Agilent Technologies (A), Diamondback Energy (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), Palo Alto Networks (PANW), Teladoc Health (TDOC)WednesdayBefore market open: Lowe's (LOW), Overstock.com (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)After market close: Hertz (HTZ), eBay (EBAY), Revolve Group Inc. (RVLV), Booking Holdings (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), Live Nation Entertainment (LYV), The Real Real (REAL), Lemonade (LMND)ThursdayBefore market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), Block Inc. (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. 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Loss is still a loss [流泪] ","listText":"I worry. Loss is still a loss [流泪] ","text":"I worry. Loss is still a loss [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631401886","repostId":"2211652081","repostType":4,"isVote":1,"tweetType":1,"viewCount":4041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631981037,"gmtCreate":1644433850330,"gmtModify":1644433851204,"author":{"id":"3574212256342028","authorId":"3574212256342028","name":"tradingnoob","avatar":"https://static.tigerbbs.com/0db67f1fb32bf605337189e4ba02a158","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212256342028","idStr":"3574212256342028"},"themes":[],"title":"","htmlText":"Buy and sell in less than 6months? Did not conduct due diligence?","listText":"Buy and sell in less than 6months? Did not conduct due diligence?","text":"Buy and sell in less than 6months? Did not conduct due diligence?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631981037","repostId":"2209307198","repostType":4,"isVote":1,"tweetType":1,"viewCount":3582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631983610,"gmtCreate":1644433253667,"gmtModify":1644433254560,"author":{"id":"3574212256342028","authorId":"3574212256342028","name":"tradingnoob","avatar":"https://static.tigerbbs.com/0db67f1fb32bf605337189e4ba02a158","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212256342028","idStr":"3574212256342028"},"themes":[],"title":"","htmlText":"Partner better than subsidiary?","listText":"Partner better than subsidiary?","text":"Partner better than subsidiary?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631983610","repostId":"2210582244","repostType":4,"repost":{"id":"2210582244","kind":"highlight","pubTimestamp":1644388806,"share":"https://www.laohunote.com/m/news/2210582244?lang=zh_CN&edition=full","pubTime":"2022-02-09 14:40","market":"us","language":"en","title":"Wall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与 Arm 交易失败的反应:没有废话</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2210582244","media":"MarketWatch","summary":"Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into ","content":"<p><html><head></head><body>Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm's help as a partner instead of a subordinate</p><p><blockquote><html><head></head><body>分析师表示,投资者很久以前就放弃了这笔交易,预计英伟达仍将能够在 Arm 作为合作伙伴而不是下属的帮助下进军数据中心 CPU</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fea477abc32a8c86c5608dcbf73de210\" tg-width=\"700\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/><span>Nvidia’s Grace central processing unit.</span></p><p><blockquote><p class=\"t-img-caption\"><span>英伟达的 Grace 中央处理器。</span></p></blockquote></p><p>The news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.</p><p><blockquote>英伟达公司将放弃对芯片设计商 Arm Ltd. 的追求的消息对华尔街来说并不意外。</blockquote></p><p>"We have consistently noted the deal was unlikely to be completed -- a view that we believe was widely accepted -- due to regulatory or competitive factors" since the deal was announced, Raymond James analyst Chris Caso wrote Tuesday morning, a reaction that was repeated over many analyst notes.</p><p><blockquote>雷蒙德·詹姆斯 (Raymond James) 分析师克里斯·卡索 (Chris Caso) 周二上午写道,“自交易宣布以来,我们一直指出,由于监管或竞争因素,这笔交易不太可能完成——我们相信这一观点已被广泛接受”,这一反应在许多分析师笔记中重复出现。</blockquote></p><p>Nvidia and Arm owner SoftBank Group Corp. announced late Monday that the deal would be called off, with SoftBank preparing to take Arm through an initial public offering and Nvidia preparing to pay more than than $1 billion.</p><p><blockquote>英伟达和Arm所有者软银集团公司周一晚间宣布,该交易将被取消,软银准备通过首次公开募股收购Arm,英伟达准备支付超过10亿美元。</blockquote></p><p>The graphics-chip specialist said in a Securities and Exchange Commission filing that it would take a $1.36 billion breakup charge that included a $1.25 billion prepayment to Arm. The breakup charge would have been automatically triggered had the the deal failed to close by September 2022.</p><p><blockquote>这家图形芯片专家在向美国证券交易委员会提交的文件中表示,将向 Arm 支付 13.6 亿美元的分手费用,其中包括 12.5 亿美元的预付款。如果交易未能在 2022 年 9 月之前完成,分手费将自动触发。</blockquote></p><p>At the signing of the $40 billion deal in September 2020, Nvidia made a $750 million payment to Arm for a 20-year license, which it said it would retain.</p><p><blockquote>在 2020 年 9 月签署这笔 400 亿美元的交易时,英伟达向 Arm 支付了 7.5 亿美元,以获得 20 年的许可证,并表示将保留该许可证。</blockquote></p><p>Many saw the final nail in the coffin as the U.S. Federal Trade Commission's unanimous decision to sue to block the deal back in early December. Regulators in the U.K. and EU were also investigating the deal.</p><p><blockquote>许多人认为,美国联邦贸易委员会 (U.S. Federal Trade Commission) 早在 12 月初就一致决定提起诉讼阻止该交易,这是棺材上的最后一颗钉子。英国和欧盟的监管机构也在调查这笔交易。</blockquote></p><p>Shares of Nvidia finished the session up 1.5% at $251.08, a sign that the move was roundly expected and did not change the view of the stock. The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it. Shares are nearly 7% above their level before those late-January reports.</p><p><blockquote>英伟达股价收盘上涨 1.5%,至 251.08 美元,这表明此举完全在意料之中,并且没有改变人们对该股的看法。早在一月份,这笔交易就被广泛认为已经死亡,剩下的就是英伟达公开承认它。股价比 1 月底报告发布前的水平高出近 7%。</blockquote></p><p>Another sign the news was so widely expected: many analysts did not even bother putting out notes on the news, and those that did largely said, "well, yeah, of course."</p><p><blockquote>这一消息被广泛期待的另一个迹象是:许多分析师甚至懒得对这一消息发表评论,而那些发表评论的分析师大多说:“嗯,是的,当然。”</blockquote></p><p>Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street "largely expected that the deal would not pass regulatory muster," while bringing up Nvidia's plans to move into CPUs, which it had announced at about the same time as the Arm merger.</p><p><blockquote>花旗研究分析师阿提夫·马利克 (Atif Malik) 给予买入评级,目标价为 350 美元,他还表示,华尔街“在很大程度上预计该交易不会通过监管审查”,同时提到了英伟达进军 CPU 的计划,该公司在大约在同一时间宣布了这一计划与 Arm 合并。</blockquote></p><p>"Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm," Malik said.</p><p><blockquote>“Nvidia 计划在 2023 年推出其 CPU Grace,凭借 20 年的 Arm 许可证,Nvidia 可以在不拥有 Arm 的情况下推行这一战略,”Malik 说。</blockquote></p><p>Others echoed that pursuing the deal showed Nvidia's commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its "Grace" CPU, and that with a 20-year license from Arm, Nvidia didn't need to own the chip designer to do that.</p><p><blockquote>其他人也表示,寻求这笔交易表明英伟达致力于在英特尔公司和先进微设备公司主导的CPU市场发挥更大的作用,凭借其“Grace”CPU,并且凭借Arm的20年许可,英伟达不需要拥有芯片设计师来做到这一点。</blockquote></p><p>"We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia's intention to participate more fully in the CPU market, thereby increasing Nvidia's [total addressable market]," said Raymond James' Caso, who has a strong buy on Nvidia.</p><p><blockquote>“我们认为,英伟达最初宣布追求 Arm 的最重要部分是,它表明英伟达有意更充分地参与 CPU 市场,从而增加英伟达的[总潜在市场],”雷蒙德·詹姆斯 (Raymond James) 的卡索 (Caso) 表示,他强烈买入英伟达。</blockquote></p><p>Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.</p><p><blockquote>伯恩斯坦 (Bernstein) 分析师斯泰西·拉斯贡 (Stacy Rasgon) 给予跑赢大盘评级,目标价为 360 美元,他表示怀疑是否有人预计这笔交易会在这一点上完成。</blockquote></p><p>"As far as Nvidia goes, while owning Arm could have been wonderful, we don't believe they had to have it either," Rasgon said. "In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the datacenter."</p><p><blockquote>拉斯贡说:“就英伟达而言,虽然拥有 Arm 可能很棒,但我们认为他们也没有必要拥有它。”“我们认为,这笔交易的动力是帮助 Arm 创建和推动更广泛的生态系统,特别是在数据中心领域。”</blockquote></p><p>"Nvidia presumably can and will continue their stand-alone efforts here, though it is possible such efforts could have been accelerated through owning the asset," Rasgon said.</p><p><blockquote>拉斯贡表示:“英伟达大概可以而且将会继续在这里开展独立努力,尽管通过拥有该资产,这种努力可能会得到加速。”</blockquote></p><p>The stock is up 74% over the past 12 months compared with a 15% gain in the PHLX Semiconductor Index , a 15% rise in the S&P 500 index , and a 1.5% gain in the tech-heavy Nasdaq Composite Index .</p><p><blockquote>该股在过去 12 个月中上涨了 74%,而 PHLX 半导体指数上涨了 15%,标普500指数上涨了 15%,以科技股为主的纳斯达克综合指数上涨了 1.5%。</blockquote></p><p>Of the 44 analysts who cover Nvidia, 35 have "buy" weighted ratings, seven have sell ratings, and two have sell ratings, with an average target price of $345.21, according to FactSet data.</p><p><blockquote>FactSet 数据显示,在研究 Nvidia 的 44 位分析师中,35 位给予“买入”加权评级,7 位给予卖出评级,2 位给予卖出评级,平均目标价为 345.21 美元。</blockquote></p><p></body></html></p><p><blockquote></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>Wall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与 Arm 交易失败的反应:没有废话</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\">\nWall Street's reaction to death of Nvidia-Arm deal: No duh<blockquote>华尔街对英伟达与 Arm 交易失败的反应:没有废话</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-02-09 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm's help as a partner instead of a subordinate</p><p><blockquote><html><head></head><body>分析师表示,投资者很久以前就放弃了这笔交易,预计英伟达仍将能够在 Arm 作为合作伙伴而不是下属的帮助下进军数据中心 CPU</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fea477abc32a8c86c5608dcbf73de210\" tg-width=\"700\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/><span>Nvidia’s Grace central processing unit.</span></p><p><blockquote><p class=\"t-img-caption\"><span>英伟达的 Grace 中央处理器。</span></p></blockquote></p><p>The news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.</p><p><blockquote>英伟达公司将放弃对芯片设计商 Arm Ltd. 的追求的消息对华尔街来说并不意外。</blockquote></p><p>"We have consistently noted the deal was unlikely to be completed -- a view that we believe was widely accepted -- due to regulatory or competitive factors" since the deal was announced, Raymond James analyst Chris Caso wrote Tuesday morning, a reaction that was repeated over many analyst notes.</p><p><blockquote>雷蒙德·詹姆斯 (Raymond James) 分析师克里斯·卡索 (Chris Caso) 周二上午写道,“自交易宣布以来,我们一直指出,由于监管或竞争因素,这笔交易不太可能完成——我们相信这一观点已被广泛接受”,这一反应在许多分析师笔记中重复出现。</blockquote></p><p>Nvidia and Arm owner SoftBank Group Corp. announced late Monday that the deal would be called off, with SoftBank preparing to take Arm through an initial public offering and Nvidia preparing to pay more than than $1 billion.</p><p><blockquote>英伟达和Arm所有者软银集团公司周一晚间宣布,该交易将被取消,软银准备通过首次公开募股收购Arm,英伟达准备支付超过10亿美元。</blockquote></p><p>The graphics-chip specialist said in a Securities and Exchange Commission filing that it would take a $1.36 billion breakup charge that included a $1.25 billion prepayment to Arm. The breakup charge would have been automatically triggered had the the deal failed to close by September 2022.</p><p><blockquote>这家图形芯片专家在向美国证券交易委员会提交的文件中表示,将向 Arm 支付 13.6 亿美元的分手费用,其中包括 12.5 亿美元的预付款。如果交易未能在 2022 年 9 月之前完成,分手费将自动触发。</blockquote></p><p>At the signing of the $40 billion deal in September 2020, Nvidia made a $750 million payment to Arm for a 20-year license, which it said it would retain.</p><p><blockquote>在 2020 年 9 月签署这笔 400 亿美元的交易时,英伟达向 Arm 支付了 7.5 亿美元,以获得 20 年的许可证,并表示将保留该许可证。</blockquote></p><p>Many saw the final nail in the coffin as the U.S. Federal Trade Commission's unanimous decision to sue to block the deal back in early December. Regulators in the U.K. and EU were also investigating the deal.</p><p><blockquote>许多人认为,美国联邦贸易委员会 (U.S. Federal Trade Commission) 早在 12 月初就一致决定提起诉讼阻止该交易,这是棺材上的最后一颗钉子。英国和欧盟的监管机构也在调查这笔交易。</blockquote></p><p>Shares of Nvidia finished the session up 1.5% at $251.08, a sign that the move was roundly expected and did not change the view of the stock. The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it. Shares are nearly 7% above their level before those late-January reports.</p><p><blockquote>英伟达股价收盘上涨 1.5%,至 251.08 美元,这表明此举完全在意料之中,并且没有改变人们对该股的看法。早在一月份,这笔交易就被广泛认为已经死亡,剩下的就是英伟达公开承认它。股价比 1 月底报告发布前的水平高出近 7%。</blockquote></p><p>Another sign the news was so widely expected: many analysts did not even bother putting out notes on the news, and those that did largely said, "well, yeah, of course."</p><p><blockquote>这一消息被广泛期待的另一个迹象是:许多分析师甚至懒得对这一消息发表评论,而那些发表评论的分析师大多说:“嗯,是的,当然。”</blockquote></p><p>Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street "largely expected that the deal would not pass regulatory muster," while bringing up Nvidia's plans to move into CPUs, which it had announced at about the same time as the Arm merger.</p><p><blockquote>花旗研究分析师阿提夫·马利克 (Atif Malik) 给予买入评级,目标价为 350 美元,他还表示,华尔街“在很大程度上预计该交易不会通过监管审查”,同时提到了英伟达进军 CPU 的计划,该公司在大约在同一时间宣布了这一计划与 Arm 合并。</blockquote></p><p>"Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm," Malik said.</p><p><blockquote>“Nvidia 计划在 2023 年推出其 CPU Grace,凭借 20 年的 Arm 许可证,Nvidia 可以在不拥有 Arm 的情况下推行这一战略,”Malik 说。</blockquote></p><p>Others echoed that pursuing the deal showed Nvidia's commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its "Grace" CPU, and that with a 20-year license from Arm, Nvidia didn't need to own the chip designer to do that.</p><p><blockquote>其他人也表示,寻求这笔交易表明英伟达致力于在英特尔公司和先进微设备公司主导的CPU市场发挥更大的作用,凭借其“Grace”CPU,并且凭借Arm的20年许可,英伟达不需要拥有芯片设计师来做到这一点。</blockquote></p><p>"We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia's intention to participate more fully in the CPU market, thereby increasing Nvidia's [total addressable market]," said Raymond James' Caso, who has a strong buy on Nvidia.</p><p><blockquote>“我们认为,英伟达最初宣布追求 Arm 的最重要部分是,它表明英伟达有意更充分地参与 CPU 市场,从而增加英伟达的[总潜在市场],”雷蒙德·詹姆斯 (Raymond James) 的卡索 (Caso) 表示,他强烈买入英伟达。</blockquote></p><p>Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.</p><p><blockquote>伯恩斯坦 (Bernstein) 分析师斯泰西·拉斯贡 (Stacy Rasgon) 给予跑赢大盘评级,目标价为 360 美元,他表示怀疑是否有人预计这笔交易会在这一点上完成。</blockquote></p><p>"As far as Nvidia goes, while owning Arm could have been wonderful, we don't believe they had to have it either," Rasgon said. "In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the datacenter."</p><p><blockquote>拉斯贡说:“就英伟达而言,虽然拥有 Arm 可能很棒,但我们认为他们也没有必要拥有它。”“我们认为,这笔交易的动力是帮助 Arm 创建和推动更广泛的生态系统,特别是在数据中心领域。”</blockquote></p><p>"Nvidia presumably can and will continue their stand-alone efforts here, though it is possible such efforts could have been accelerated through owning the asset," Rasgon said.</p><p><blockquote>拉斯贡表示:“英伟达大概可以而且将会继续在这里开展独立努力,尽管通过拥有该资产,这种努力可能会得到加速。”</blockquote></p><p>The stock is up 74% over the past 12 months compared with a 15% gain in the PHLX Semiconductor Index , a 15% rise in the S&P 500 index , and a 1.5% gain in the tech-heavy Nasdaq Composite Index .</p><p><blockquote>该股在过去 12 个月中上涨了 74%,而 PHLX 半导体指数上涨了 15%,标普500指数上涨了 15%,以科技股为主的纳斯达克综合指数上涨了 1.5%。</blockquote></p><p>Of the 44 analysts who cover Nvidia, 35 have "buy" weighted ratings, seven have sell ratings, and two have sell ratings, with an average target price of $345.21, according to FactSet data.</p><p><blockquote>FactSet 数据显示,在研究 Nvidia 的 44 位分析师中,35 位给予“买入”加权评级,7 位给予卖出评级,2 位给予卖出评级,平均目标价为 345.21 美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/wall-streets-reaction-to-death-of-nvidia-arm-deal-no-duh-11644346238?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":{"BK4543":"AI","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4529":"IDC概念","NVDA":"英伟达","BK4549":"软银资本持仓","SFTBY":"软银集团","BK4550":"红杉资本持仓","BK4567":"ESG概念","BK4548":"巴美列捷福持仓","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.marketwatch.com/story/wall-streets-reaction-to-death-of-nvidia-arm-deal-no-duh-11644346238?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210582244","content_text":"Analysts say investors gave up on deal long ago, expect that Nvidia will still be able to push into data-center CPUs with Arm's help as a partner instead of a subordinateNvidia’s Grace central processing unit.The news that Nvidia Corp. will drop its pursuit of chip designer Arm Ltd. came as no surprise to Wall Street.\"We have consistently noted the deal was unlikely to be completed -- a view that we believe was widely accepted -- due to regulatory or competitive factors\" since the deal was announced, Raymond James analyst Chris Caso wrote Tuesday morning, a reaction that was repeated over many analyst notes.Nvidia and Arm owner SoftBank Group Corp. announced late Monday that the deal would be called off, with SoftBank preparing to take Arm through an initial public offering and Nvidia preparing to pay more than than $1 billion.The graphics-chip specialist said in a Securities and Exchange Commission filing that it would take a $1.36 billion breakup charge that included a $1.25 billion prepayment to Arm. The breakup charge would have been automatically triggered had the the deal failed to close by September 2022.At the signing of the $40 billion deal in September 2020, Nvidia made a $750 million payment to Arm for a 20-year license, which it said it would retain.Many saw the final nail in the coffin as the U.S. Federal Trade Commission's unanimous decision to sue to block the deal back in early December. Regulators in the U.K. and EU were also investigating the deal.Shares of Nvidia finished the session up 1.5% at $251.08, a sign that the move was roundly expected and did not change the view of the stock. The deal was widely regarded as dead back in January, and all that remained was for Nvidia to publicly admit it. Shares are nearly 7% above their level before those late-January reports.Another sign the news was so widely expected: many analysts did not even bother putting out notes on the news, and those that did largely said, \"well, yeah, of course.\"Citi Research analyst Atif Malik, who has a buy rating and a $350 price target, also said Wall Street \"largely expected that the deal would not pass regulatory muster,\" while bringing up Nvidia's plans to move into CPUs, which it had announced at about the same time as the Arm merger.\"Nvidia plans to launch its CPU, Grace, in 2023 and with the 20-year ARM license can pursue this strategy without owning Arm,\" Malik said.Others echoed that pursuing the deal showed Nvidia's commitment to play more of a role in the CPU market dominated by Intel Corp. and Advanced Micro Devices Inc. with its \"Grace\" CPU, and that with a 20-year license from Arm, Nvidia didn't need to own the chip designer to do that.\"We think the most important part of the initial announcement that Nvidia was pursuing Arm was that it signaled Nvidia's intention to participate more fully in the CPU market, thereby increasing Nvidia's [total addressable market],\" said Raymond James' Caso, who has a strong buy on Nvidia.Bernstein analyst Stacy Rasgon, who has an outperform rating and a $360 price target, said he doubted anyone expected the deal to close at this point.\"As far as Nvidia goes, while owning Arm could have been wonderful, we don't believe they had to have it either,\" Rasgon said. \"In our opinion, the impetus for the deal was to help create and drive a broader ecosystem for Arm particularly in the datacenter.\"\"Nvidia presumably can and will continue their stand-alone efforts here, though it is possible such efforts could have been accelerated through owning the asset,\" Rasgon said.The stock is up 74% over the past 12 months compared with a 15% gain in the PHLX Semiconductor Index , a 15% rise in the S&P 500 index , and a 1.5% gain in the tech-heavy Nasdaq Composite Index .Of the 44 analysts who cover Nvidia, 35 have \"buy\" weighted ratings, seven have sell ratings, and two have sell ratings, with an average target price of $345.21, according to FactSet data.","news_type":1,"symbols_score_info":{"NVDA":1,"SFTBY":0.9}},"isVote":1,"tweetType":1,"viewCount":3656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601072641,"gmtCreate":1638465648494,"gmtModify":1638465648601,"author":{"id":"3574212256342028","authorId":"3574212256342028","name":"tradingnoob","avatar":"https://static.tigerbbs.com/0db67f1fb32bf605337189e4ba02a158","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212256342028","idStr":"3574212256342028"},"themes":[],"title":"","htmlText":"Shorting this.. no roadmap and investors just looking for an exit plan through spac deal","listText":"Shorting this.. no roadmap and investors just looking for an exit plan through spac deal","text":"Shorting this.. no roadmap and investors just looking for an exit plan through spac deal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601072641","repostId":"1189056654","repostType":2,"repost":{"id":"1189056654","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":1638458798,"share":"https://www.laohunote.com/m/news/1189056654?lang=zh_CN&edition=full","pubTime":"2021-12-02 23:26","market":"us","language":"en","title":"Grab shares changed from up to down on its first day of trading<blockquote>Grab股价首日上涨转跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189056654","media":"Tiger Newspress","summary":"Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had","content":"<p>Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had previously risen more than 18%.</p><p><blockquote>新加坡打车公司 Grab 股价在首日交易日就从上涨变为下跌。Grab 此前上涨超过 18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/26b2390eadbdda9e5198852be72c65d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的打车和食品配送公司周四在纳斯达克上市,此前该公司斥资 400 亿美元与特殊目的收购公司 (SPAC) 合并<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是有史以来全球最大的空白支票公司交易,也是东南亚公司在美国最大的上市交易。</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>Grab shares changed from up to down on its first day of trading<blockquote>Grab股价首日上涨转跌</blockquote></title>\n<style 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#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\">\nGrab shares changed from up to down on its first day of trading<blockquote>Grab股价首日上涨转跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-02 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had previously risen more than 18%.</p><p><blockquote>新加坡打车公司 Grab 股价在首日交易日就从上涨变为下跌。Grab 此前上涨超过 18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/26b2390eadbdda9e5198852be72c65d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的打车和食品配送公司周四在纳斯达克上市,此前该公司斥资 400 亿美元与特殊目的收购公司 (SPAC) 合并<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是有史以来全球最大的空白支票公司交易,也是东南亚公司在美国最大的上市交易。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189056654","content_text":"Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had previously risen more than 18%.\n\nGrab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp.\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":4335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875781236,"gmtCreate":1637688124922,"gmtModify":1637706293313,"author":{"id":"3574212256342028","authorId":"3574212256342028","name":"tradingnoob","avatar":"https://static.tigerbbs.com/0db67f1fb32bf605337189e4ba02a158","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574212256342028","idStr":"3574212256342028"},"themes":[],"title":"","htmlText":"Same old story. Tell us something new","listText":"Same old story. Tell us something new","text":"Same old story. Tell us something new","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875781236","repostId":"1158495832","repostType":4,"isVote":1,"tweetType":1,"viewCount":4089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}