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Cloudsoon
Cloudsoon
·
2021-07-26
$Bitfarms Ltd.(BITF)$
should rise today with BTChitting $39.7k.
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Cloudsoon
Cloudsoon
·
2021-07-16
$Molson Coors(TAP)$
reinstate dividend. Looks like trend reversal....gogogo
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Cloudsoon
Cloudsoon
·
2021-06-24
Just avoid this industry
Keppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称,吉宝和胜科海事正在就海事服务交易进行谈判</blockquote>
(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin ta
Keppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称,吉宝和胜科海事正在就海事服务交易进行谈判</blockquote>
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Cloudsoon
Cloudsoon
·
2021-06-23
Good
非常抱歉,此主贴已删除
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Cloudsoon
Cloudsoon
·
2021-06-23
Power
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Cloudsoon
Cloudsoon
·
2021-06-23
Power company
Microsoft reaches a $2 trillion market cap<blockquote>微软市值达到 2 万亿美元</blockquote>
New York (CNN Business)Microsoft has officially entered the most elite of clubs: corporations with a
Microsoft reaches a $2 trillion market cap<blockquote>微软市值达到 2 万亿美元</blockquote>
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Cloudsoon
Cloudsoon
·
2021-06-22
Gogogo
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Cloudsoon
Cloudsoon
·
2021-06-22
Nice read
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Cloudsoon
Cloudsoon
·
2021-06-21
Not as strong rise as 2020
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Cloudsoon
Cloudsoon
·
2021-06-21
High risk high returns ?
Stock market's most popular trade faces 'perfect storm'<blockquote>股市最受欢迎的交易面临“完美风暴”</blockquote>
Wall Street’s favorite trade of the year is facing a "perfect storm" as theFederal Reserveprepares t
Stock market's most popular trade faces 'perfect storm'<blockquote>股市最受欢迎的交易面临“完美风暴”</blockquote>
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href=\"https://laohu8.com/S/BITF\">$Bitfarms Ltd.(BITF)$</a>should rise today with BTChitting $39.7k. ","listText":"<a href=\"https://laohu8.com/S/BITF\">$Bitfarms Ltd.(BITF)$</a>should rise today with BTChitting $39.7k. ","text":"$Bitfarms Ltd.(BITF)$should rise today with BTChitting $39.7k.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800194629","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170499493,"gmtCreate":1626444707112,"gmtModify":1631893694765,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TAP\">$Molson Coors(TAP)$</a> reinstate dividend. Looks like trend reversal....gogogo","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TAP\">$Molson Coors(TAP)$</a> reinstate dividend. Looks like trend reversal....gogogo","text":"$Molson Coors(TAP)$ reinstate dividend. Looks like trend reversal....gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170499493","isVote":1,"tweetType":1,"viewCount":2325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128678584,"gmtCreate":1624516068748,"gmtModify":1631884219399,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"Just avoid this industry","listText":"Just avoid this industry","text":"Just avoid this industry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/128678584","repostId":"1187067912","repostType":4,"repost":{"id":"1187067912","kind":"news","pubTimestamp":1624513711,"share":"https://www.laohunote.com/m/news/1187067912?lang=zh_CN&edition=full","pubTime":"2021-06-24 13:48","market":"sg","language":"en","title":"Keppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称,吉宝和胜科海事正在就海事服务交易进行谈判</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187067912","media":"Reuters","summary":"(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin ta","content":"<p>(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin talks to explore combining their ailing offshore and marine (O&M) businesses, two sources familiar with the matter said on Thursday.</p><p><blockquote>(路透社) - 两位知情人士周四表示,淡马锡支持的新加坡企业集团吉宝公司和胜科海事将开始谈判,探讨合并其陷入困境的近海和海事 (O&M) 业务。</blockquote></p><p> A potential deal would bring together one of the world’s largest offshore oil rig builders with smaller rival Sembcorp after the businesses were whiplashed by years of oversupply in the sector, sustained weakness in oil prices and a drop in new orders.</p><p><blockquote>一项潜在的交易将使全球最大的海上石油钻井平台建造商之一与规模较小的竞争对手胜科公司(Sembcorp)走到一起,因为多年来该行业供应过剩、油价持续疲软和新订单下降使两家公司的业务受到重创。</blockquote></p><p> “Consolidation is needed simply because of competition, and the need for bigger working capital to take on new and bigger projects,” said Joel Ng at KGI Securities. Both companies own a network of shipyards in Singapore and overseas, including in Brazil, and employ thousands of workers.</p><p><blockquote>“凯基证券(KGI Securities)的 Joel Ng 说:”之所以需要整合,仅仅是因为竞争,以及需要更多的营运资金来承接新的、更大的项目。两家公司都在新加坡和海外(包括巴西)拥有造船厂网络,并雇佣了数千名工人。</blockquote></p><p> Trading in shares of Keppel and Sembcorp, which both count Singapore state investor Temasek Holdings as their largest shareholder, was halted on Thursday pending announcements.</p><p><blockquote>吉宝(Keppel)和胜科(Sembcorp)的股票交易周四暂停,等待公告,这两家公司的最大股东都是新加坡国家投资者淡马锡控股(Temasek Holdings)。</blockquote></p><p> Sembcorp has a market value of S$2.4 billion ($1.8 billion), while Keppel, whose businesses include property and infrastructure, is valued at S$9.3 billion.</p><p><blockquote>胜科的市值为 24 亿新元(18 亿美元),而业务包括房地产和基础设施的吉宝的市值为 93 亿新元。</blockquote></p><p> Keppel declined comment while there was no immediate response from Sembcorp Marine to a Reuters query. Both companies are holding separate news conferences later on Thursday.</p><p><blockquote>吉宝拒绝置评,而胜科海事没有立即回应路透社的询问。两家公司将于周四晚些时候分别举行新闻发布会。</blockquote></p><p> The sources said boards of both companies are meeting to begin discussions that could take many months and ultimately result in Keppel Corp hiving off its O&M business and combining it with Sembcorp Marine, the sources said.</p><p><blockquote>消息人士称,两家公司的董事会正在开会开始讨论,这可能需要数月时间,最终导致吉宝公司剥离其运维业务,并将其与胜科海事合并。</blockquote></p><p> The sources declined to be identified as they were not authorised to speak to media.</p><p><blockquote>这些消息人士拒绝透露姓名,因为他们无权接受媒体采访。</blockquote></p><p> Markets have been expecting a much-needed consolidation in the rig-building sector as companies in the shipbuilding and marine sectors in markets such as South Korea and China have already joined forces amid a weak sector outlook.</p><p><blockquote>市场一直预计钻井平台建造行业将出现急需的整合,因为韩国和中国等市场的造船和船舶行业公司已经在行业前景疲软的情况下联手。</blockquote></p><p> Keppel’s shares have lost around 15% over the past 12 months, while Sembcorp has tumbled 40%.</p><p><blockquote>吉宝的股价在过去 12 个月中下跌了约 15%,胜科的股价则暴跌了 40%。</blockquote></p><p> Last year, Temasek scrapped a $3 billion move to raise its stake in Keppel and take control, following Keppel’s poor performance.</p><p><blockquote>去年,由于吉宝业绩不佳,淡马锡放弃了以 30 亿美元增持吉宝股份并控制吉宝的举措。</blockquote></p><p> Then this year, Keppel said it was exploring options for its O&M business, as part of the group’s 10-year strategy to refocus its portfolio on energy and environment, urban development, connectivity and asset management.</p><p><blockquote>今年,吉宝表示正在探索运维业务的选择,这是集团将其投资组合重新聚焦于能源与环境、城市发展、互联互通和资产管理的 10 年战略的一部分。</blockquote></p><p> Market talk of a consolidation between the rig builders had first resurfaced in June 2020 when Sembcorp Industries, the former parent of Sembcorp Marine, unveiled plans to demerge its core business from the lossmaking rig builder.</p><p><blockquote>2020 年 6 月,市场关于钻井平台制造商合并的讨论首次重新浮出水面,当时胜科海事的前母公司胜科工业公布了将其核心业务从亏损的钻井平台制造商中分离出来的计划。</blockquote></p><p> Then Temasek stepped in to support a $1.5 billion rights issue by Sembcorp Marine.</p><p><blockquote>随后淡马锡介入支持胜科海事价值 15 亿美元的配股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称,吉宝和胜科海事正在就海事服务交易进行谈判</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-24 13:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin talks to explore combining their ailing offshore and marine (O&M) businesses, two sources familiar with the matter said on Thursday.</p><p><blockquote>(路透社) - 两位知情人士周四表示,淡马锡支持的新加坡企业集团吉宝公司和胜科海事将开始谈判,探讨合并其陷入困境的近海和海事 (O&M) 业务。</blockquote></p><p> A potential deal would bring together one of the world’s largest offshore oil rig builders with smaller rival Sembcorp after the businesses were whiplashed by years of oversupply in the sector, sustained weakness in oil prices and a drop in new orders.</p><p><blockquote>一项潜在的交易将使全球最大的海上石油钻井平台建造商之一与规模较小的竞争对手胜科公司(Sembcorp)走到一起,因为多年来该行业供应过剩、油价持续疲软和新订单下降使两家公司的业务受到重创。</blockquote></p><p> “Consolidation is needed simply because of competition, and the need for bigger working capital to take on new and bigger projects,” said Joel Ng at KGI Securities. Both companies own a network of shipyards in Singapore and overseas, including in Brazil, and employ thousands of workers.</p><p><blockquote>“凯基证券(KGI Securities)的 Joel Ng 说:”之所以需要整合,仅仅是因为竞争,以及需要更多的营运资金来承接新的、更大的项目。两家公司都在新加坡和海外(包括巴西)拥有造船厂网络,并雇佣了数千名工人。</blockquote></p><p> Trading in shares of Keppel and Sembcorp, which both count Singapore state investor Temasek Holdings as their largest shareholder, was halted on Thursday pending announcements.</p><p><blockquote>吉宝(Keppel)和胜科(Sembcorp)的股票交易周四暂停,等待公告,这两家公司的最大股东都是新加坡国家投资者淡马锡控股(Temasek Holdings)。</blockquote></p><p> Sembcorp has a market value of S$2.4 billion ($1.8 billion), while Keppel, whose businesses include property and infrastructure, is valued at S$9.3 billion.</p><p><blockquote>胜科的市值为 24 亿新元(18 亿美元),而业务包括房地产和基础设施的吉宝的市值为 93 亿新元。</blockquote></p><p> Keppel declined comment while there was no immediate response from Sembcorp Marine to a Reuters query. Both companies are holding separate news conferences later on Thursday.</p><p><blockquote>吉宝拒绝置评,而胜科海事没有立即回应路透社的询问。两家公司将于周四晚些时候分别举行新闻发布会。</blockquote></p><p> The sources said boards of both companies are meeting to begin discussions that could take many months and ultimately result in Keppel Corp hiving off its O&M business and combining it with Sembcorp Marine, the sources said.</p><p><blockquote>消息人士称,两家公司的董事会正在开会开始讨论,这可能需要数月时间,最终导致吉宝公司剥离其运维业务,并将其与胜科海事合并。</blockquote></p><p> The sources declined to be identified as they were not authorised to speak to media.</p><p><blockquote>这些消息人士拒绝透露姓名,因为他们无权接受媒体采访。</blockquote></p><p> Markets have been expecting a much-needed consolidation in the rig-building sector as companies in the shipbuilding and marine sectors in markets such as South Korea and China have already joined forces amid a weak sector outlook.</p><p><blockquote>市场一直预计钻井平台建造行业将出现急需的整合,因为韩国和中国等市场的造船和船舶行业公司已经在行业前景疲软的情况下联手。</blockquote></p><p> Keppel’s shares have lost around 15% over the past 12 months, while Sembcorp has tumbled 40%.</p><p><blockquote>吉宝的股价在过去 12 个月中下跌了约 15%,胜科的股价则暴跌了 40%。</blockquote></p><p> Last year, Temasek scrapped a $3 billion move to raise its stake in Keppel and take control, following Keppel’s poor performance.</p><p><blockquote>去年,由于吉宝业绩不佳,淡马锡放弃了以 30 亿美元增持吉宝股份并控制吉宝的举措。</blockquote></p><p> Then this year, Keppel said it was exploring options for its O&M business, as part of the group’s 10-year strategy to refocus its portfolio on energy and environment, urban development, connectivity and asset management.</p><p><blockquote>今年,吉宝表示正在探索运维业务的选择,这是集团将其投资组合重新聚焦于能源与环境、城市发展、互联互通和资产管理的 10 年战略的一部分。</blockquote></p><p> Market talk of a consolidation between the rig builders had first resurfaced in June 2020 when Sembcorp Industries, the former parent of Sembcorp Marine, unveiled plans to demerge its core business from the lossmaking rig builder.</p><p><blockquote>2020 年 6 月,市场关于钻井平台制造商合并的讨论首次重新浮出水面,当时胜科海事的前母公司胜科工业公布了将其核心业务从亏损的钻井平台制造商中分离出来的计划。</blockquote></p><p> Then Temasek stepped in to support a $1.5 billion rights issue by Sembcorp Marine.</p><p><blockquote>随后淡马锡介入支持胜科海事价值 15 亿美元的配股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-3-keppel-sembcorp-marine-in-talks-for-marine-services-deal-sources-say-idUSL2N2O536D\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-3-keppel-sembcorp-marine-in-talks-for-marine-services-deal-sources-say-idUSL2N2O536D","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187067912","content_text":"(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin talks to explore combining their ailing offshore and marine (O&M) businesses, two sources familiar with the matter said on Thursday.\nA potential deal would bring together one of the world’s largest offshore oil rig builders with smaller rival Sembcorp after the businesses were whiplashed by years of oversupply in the sector, sustained weakness in oil prices and a drop in new orders.\n“Consolidation is needed simply because of competition, and the need for bigger working capital to take on new and bigger projects,” said Joel Ng at KGI Securities. Both companies own a network of shipyards in Singapore and overseas, including in Brazil, and employ thousands of workers.\nTrading in shares of Keppel and Sembcorp, which both count Singapore state investor Temasek Holdings as their largest shareholder, was halted on Thursday pending announcements.\nSembcorp has a market value of S$2.4 billion ($1.8 billion), while Keppel, whose businesses include property and infrastructure, is valued at S$9.3 billion.\nKeppel declined comment while there was no immediate response from Sembcorp Marine to a Reuters query. Both companies are holding separate news conferences later on Thursday.\nThe sources said boards of both companies are meeting to begin discussions that could take many months and ultimately result in Keppel Corp hiving off its O&M business and combining it with Sembcorp Marine, the sources said.\nThe sources declined to be identified as they were not authorised to speak to media.\nMarkets have been expecting a much-needed consolidation in the rig-building sector as companies in the shipbuilding and marine sectors in markets such as South Korea and China have already joined forces amid a weak sector outlook.\nKeppel’s shares have lost around 15% over the past 12 months, while Sembcorp has tumbled 40%.\nLast year, Temasek scrapped a $3 billion move to raise its stake in Keppel and take control, following Keppel’s poor performance.\nThen this year, Keppel said it was exploring options for its O&M business, as part of the group’s 10-year strategy to refocus its portfolio on energy and environment, urban development, connectivity and asset management.\nMarket talk of a consolidation between the rig builders had first resurfaced in June 2020 when Sembcorp Industries, the former parent of Sembcorp Marine, unveiled plans to demerge its core business from the lossmaking rig builder.\nThen Temasek stepped in to support a $1.5 billion rights issue by Sembcorp Marine.","news_type":1,"symbols_score_info":{"BN4.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123787160,"gmtCreate":1624439447750,"gmtModify":1634006125670,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123787160","repostId":"1112493847","repostType":4,"isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123787987,"gmtCreate":1624439423849,"gmtModify":1631888657924,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"Power","listText":"Power","text":"Power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123787987","repostId":"1189868854","repostType":4,"isVote":1,"tweetType":1,"viewCount":2994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123784989,"gmtCreate":1624439385841,"gmtModify":1631888657925,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"Power company ","listText":"Power company ","text":"Power company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123784989","repostId":"1177243335","repostType":4,"repost":{"id":"1177243335","kind":"news","pubTimestamp":1624439241,"share":"https://www.laohunote.com/m/news/1177243335?lang=zh_CN&edition=full","pubTime":"2021-06-23 17:07","market":"us","language":"en","title":"Microsoft reaches a $2 trillion market cap<blockquote>微软市值达到 2 万亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177243335","media":"cnn","summary":"New York (CNN Business)Microsoft has officially entered the most elite of clubs: corporations with a","content":"<p>New York (CNN Business)Microsoft has officially entered the most elite of clubs: corporations with a market value exceeding $2 trillion.</p><p><blockquote>纽约(CNN Business)微软正式进入了最精英的俱乐部:市值超过2万亿美元的公司。</blockquote></p><p> The tech giant is only the second publicly traded American company, behind Apple (AAPL), to reach such a valuation. Oil company Saudi Aramco, which went public in 2019, has also previously passed that mark, though its market cap on Tuesday was $1.88 trillion.</p><p><blockquote>这家科技巨头是继苹果 (AAPL) 之后第二家达到如此估值的上市公司。2019年上市的石油公司沙特阿美此前也超过了这一大关,尽管其周二的市值为1.88万亿美元。</blockquote></p><p> Microsoft's (MSFT) market capitalization topped $2 trillion during trading on Tuesday, and closed just $300 million shy of that mark. Its stock on Tuesday climbed 1.1% to $265.51.</p><p><blockquote>微软 (MSFT) 的市值在周二的交易中突破 2 万亿美元,收盘价仅差 3 亿美元。其股价周二上涨 1.1%,至 265.51 美元。</blockquote></p><p> The company reached the $2 trillion milestone just over two years after it first passed the $1 trillion market cap mark.</p><p><blockquote>该公司在首次突破 1 万亿美元市值大关两年多后就达到了 2 万亿美元的里程碑。</blockquote></p><p> Covid-19 helped get it there. The pandemic meant people were spending more time on their devices, boosting demand for Microsoft's computers, gaming systems and cloud computing platform. And a stock market rally — along with the success of tech companies in particular — lifted its shares.</p><p><blockquote>新冠肺炎帮助实现了这一目标。疫情意味着人们在设备上花费了更多时间,从而推动了对微软计算机、游戏系统和云计算平台的需求。股市上涨——尤其是科技公司的成功——提振了其股价。</blockquote></p><p> Microsoft's stock has gained 64% since March 2020, when pandemic lockdowns began going into effect in the United States.</p><p><blockquote>自 2020 年 3 月疫情封锁开始在美国生效以来,微软的股价已上涨 64%。</blockquote></p><p> In April, Microsoft reported sales were up 19% year-over-year to $41.7 billion for the three months ended March 31.</p><p><blockquote>4 月份,微软公布截至 3 月 31 日的三个月销售额同比增长 19%,达到 417 亿美元。</blockquote></p><p> \"Over a year into the pandemic, digital adoption curves aren't slowing down,\" CEO Satya Nadella said in a statement at the time. \"We are building the cloud for the next decade, expanding our addressable market and innovating across every layer of the tech stack to help our customers be resilient and transform.\"</p><p><blockquote>首席执行官萨蒂亚·纳德拉当时在一份声明中表示:“疫情爆发一年多后,数字采用曲线并没有放缓。”“我们正在为未来十年构建云计算,扩大我们的潜在市场,并在技术堆栈的每一层进行创新,以帮助我们的客户实现弹性和转型。”</blockquote></p><p> Apple's market value passed $2 trillion last August, and it currently stands at $2.24 trillion. Now, Microsoft has joined its ranks, with two other Big Tech firms, Amazon (AMZN) and Google (GOOGL GOOGLE), nipping at their heels. Amazon's market cap hit $1.77 trillion on Tuesday, and Google parent Alphabet's reached $1.67 trillion.</p><p><blockquote>苹果的市值去年8月超过2万亿美元,目前为2.24万亿美元。现在,微软也加入了这一行列,另外两家大型科技公司亚马逊(AMZN)和谷歌(GOOGL谷歌)紧随其后。亚马逊的市值周二达到 1.77 万亿美元,谷歌母公司 Alphabet 的市值达到 1.67 万亿美元。</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>Microsoft reaches a $2 trillion market cap<blockquote>微软市值达到 2 万亿美元</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\">\nMicrosoft reaches a $2 trillion market cap<blockquote>微软市值达到 2 万亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-06-23 17:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Microsoft has officially entered the most elite of clubs: corporations with a market value exceeding $2 trillion.</p><p><blockquote>纽约(CNN Business)微软正式进入了最精英的俱乐部:市值超过2万亿美元的公司。</blockquote></p><p> The tech giant is only the second publicly traded American company, behind Apple (AAPL), to reach such a valuation. Oil company Saudi Aramco, which went public in 2019, has also previously passed that mark, though its market cap on Tuesday was $1.88 trillion.</p><p><blockquote>这家科技巨头是继苹果 (AAPL) 之后第二家达到如此估值的上市公司。2019年上市的石油公司沙特阿美此前也超过了这一大关,尽管其周二的市值为1.88万亿美元。</blockquote></p><p> Microsoft's (MSFT) market capitalization topped $2 trillion during trading on Tuesday, and closed just $300 million shy of that mark. Its stock on Tuesday climbed 1.1% to $265.51.</p><p><blockquote>微软 (MSFT) 的市值在周二的交易中突破 2 万亿美元,收盘价仅差 3 亿美元。其股价周二上涨 1.1%,至 265.51 美元。</blockquote></p><p> The company reached the $2 trillion milestone just over two years after it first passed the $1 trillion market cap mark.</p><p><blockquote>该公司在首次突破 1 万亿美元市值大关两年多后就达到了 2 万亿美元的里程碑。</blockquote></p><p> Covid-19 helped get it there. The pandemic meant people were spending more time on their devices, boosting demand for Microsoft's computers, gaming systems and cloud computing platform. And a stock market rally — along with the success of tech companies in particular — lifted its shares.</p><p><blockquote>新冠肺炎帮助实现了这一目标。疫情意味着人们在设备上花费了更多时间,从而推动了对微软计算机、游戏系统和云计算平台的需求。股市上涨——尤其是科技公司的成功——提振了其股价。</blockquote></p><p> Microsoft's stock has gained 64% since March 2020, when pandemic lockdowns began going into effect in the United States.</p><p><blockquote>自 2020 年 3 月疫情封锁开始在美国生效以来,微软的股价已上涨 64%。</blockquote></p><p> In April, Microsoft reported sales were up 19% year-over-year to $41.7 billion for the three months ended March 31.</p><p><blockquote>4 月份,微软公布截至 3 月 31 日的三个月销售额同比增长 19%,达到 417 亿美元。</blockquote></p><p> \"Over a year into the pandemic, digital adoption curves aren't slowing down,\" CEO Satya Nadella said in a statement at the time. \"We are building the cloud for the next decade, expanding our addressable market and innovating across every layer of the tech stack to help our customers be resilient and transform.\"</p><p><blockquote>首席执行官萨蒂亚·纳德拉当时在一份声明中表示:“疫情爆发一年多后,数字采用曲线并没有放缓。”“我们正在为未来十年构建云计算,扩大我们的潜在市场,并在技术堆栈的每一层进行创新,以帮助我们的客户实现弹性和转型。”</blockquote></p><p> Apple's market value passed $2 trillion last August, and it currently stands at $2.24 trillion. Now, Microsoft has joined its ranks, with two other Big Tech firms, Amazon (AMZN) and Google (GOOGL GOOGLE), nipping at their heels. Amazon's market cap hit $1.77 trillion on Tuesday, and Google parent Alphabet's reached $1.67 trillion.</p><p><blockquote>苹果的市值去年8月超过2万亿美元,目前为2.24万亿美元。现在,微软也加入了这一行列,另外两家大型科技公司亚马逊(AMZN)和谷歌(GOOGL谷歌)紧随其后。亚马逊的市值周二达到 1.77 万亿美元,谷歌母公司 Alphabet 的市值达到 1.67 万亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/06/22/tech/microsoft-2-trillion-market-cap/index.html\">cnn</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://edition.cnn.com/2021/06/22/tech/microsoft-2-trillion-market-cap/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177243335","content_text":"New York (CNN Business)Microsoft has officially entered the most elite of clubs: corporations with a market value exceeding $2 trillion.\nThe tech giant is only the second publicly traded American company, behind Apple (AAPL), to reach such a valuation. Oil company Saudi Aramco, which went public in 2019, has also previously passed that mark, though its market cap on Tuesday was $1.88 trillion.\nMicrosoft's (MSFT) market capitalization topped $2 trillion during trading on Tuesday, and closed just $300 million shy of that mark. Its stock on Tuesday climbed 1.1% to $265.51.\nThe company reached the $2 trillion milestone just over two years after it first passed the $1 trillion market cap mark.\nCovid-19 helped get it there. The pandemic meant people were spending more time on their devices, boosting demand for Microsoft's computers, gaming systems and cloud computing platform. And a stock market rally — along with the success of tech companies in particular — lifted its shares.\nMicrosoft's stock has gained 64% since March 2020, when pandemic lockdowns began going into effect in the United States.\nIn April, Microsoft reported sales were up 19% year-over-year to $41.7 billion for the three months ended March 31.\n\"Over a year into the pandemic, digital adoption curves aren't slowing down,\" CEO Satya Nadella said in a statement at the time. \"We are building the cloud for the next decade, expanding our addressable market and innovating across every layer of the tech stack to help our customers be resilient and transform.\"\nApple's market value passed $2 trillion last August, and it currently stands at $2.24 trillion. Now, Microsoft has joined its ranks, with two other Big Tech firms, Amazon (AMZN) and Google (GOOGL GOOGLE), nipping at their heels. Amazon's market cap hit $1.77 trillion on Tuesday, and Google parent Alphabet's reached $1.67 trillion.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120176290,"gmtCreate":1624317437810,"gmtModify":1634008038593,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120176290","repostId":"1127414335","repostType":4,"isVote":1,"tweetType":1,"viewCount":2984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120178761,"gmtCreate":1624317405253,"gmtModify":1634008039163,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"Nice read ","listText":"Nice read ","text":"Nice read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120178761","repostId":"2145061039","repostType":4,"isVote":1,"tweetType":1,"viewCount":2043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167311327,"gmtCreate":1624246754669,"gmtModify":1634008933722,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"Not as strong rise as 2020","listText":"Not as strong rise as 2020","text":"Not as strong rise as 2020","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167311327","repostId":"1110026756","repostType":4,"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167313096,"gmtCreate":1624246704415,"gmtModify":1634008934517,"author":{"id":"3581752251869164","authorId":"3581752251869164","name":"Cloudsoon","avatar":"https://static.tigerbbs.com/62fd1917eec272856c01305de8fae050","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581752251869164","authorIdStr":"3581752251869164"},"themes":[],"title":"","htmlText":"High risk high returns ?","listText":"High risk high returns ?","text":"High risk high returns ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167313096","repostId":"1134946846","repostType":4,"repost":{"id":"1134946846","kind":"news","pubTimestamp":1624244425,"share":"https://www.laohunote.com/m/news/1134946846?lang=zh_CN&edition=full","pubTime":"2021-06-21 11:00","market":"us","language":"en","title":"Stock market's most popular trade faces 'perfect storm'<blockquote>股市最受欢迎的交易面临“完美风暴”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134946846","media":"FoxBusiness","summary":"Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares t","content":"<p>Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.</p><p><blockquote>据美国银行称,随着美联储准备退出大流行病期间实施的紧急措施,华尔街今年最受欢迎的交易正面临 “完美风暴”。</blockquote></p><p> The Fed’s decision to end the easy money era of the pandemic sent shockwaves through the market and put the Dow Jones Industrial Average on track for its worst week since January.</p><p><blockquote>美联储决定结束大流行病的宽松货币时代,这给市场带来了冲击波,道琼斯工业平均指数有望创下自 1 月份以来最糟糕的一周。</blockquote></p><p> Cyclical stocks on Thursday, the day after the announcement, suffered their worst day in over a year when compared to defensive stocks as investors feared the central bank’s tapering could derail the economy. Cyclicals include sectors like industrials, energy and financials, whose performance is tied to the whims of the economy.</p><p><blockquote>周四,也就是公告发布后的第二天,与防御性股票相比,周期性股票遭遇了一年多来最糟糕的一天,因为投资者担心央行的缩减规模可能会使经济脱轨。周期性板块包括工业、能源和金融等板块,其表现与经济的突发奇想息息相关。</blockquote></p><p> A \"cyclical correction is now underway,\" wrote a team led by Michael Hartnett, chief investment strategist at Bank of America.</p><p><blockquote>美国银行首席投资策略师迈克尔·哈内特领导的团队写道,“周期性调整正在进行中”。</blockquote></p><p> He noted this week’s hawkish shift by the Fed is \"bad news\" and adds to the troubles that were presented by excess positioning, China tightening and fading hopes of additional fiscal stimulus in the U.S.</p><p><blockquote>他指出,美联储本周的鹰派转变是 “坏消息”,并加剧了过度定位、中国紧缩政策以及美国额外财政刺激的希望破灭所带来的麻烦。</blockquote></p><p> The Fed on Wednesday held its benchmark interest rate near zero and maintained its bond-buying program at a pace of $120 billion per month, but moved up the forecast for its first rate hike to 2023 from 2024. More members, but not a majority, said the first rate hike could occur in 2022. The central bank also teased an end to its asset purchase program, but did not give any specifics as to when the tapering might begin.</p><p><blockquote>美联储周三将基准利率维持在接近于零的水平,并维持每月1200亿美元的债券购买计划,但将首次加息的预测从2024年上调至2023年。更多成员(但不是大多数)表示,首次加息可能会在 2022 年发生。央行还调侃其资产购买计划将结束,但没有透露缩减规模何时开始的任何细节。</blockquote></p><p> The Fed last year cut interest rates to near zero and pledged to buy an unlimited amount of assets to support the U.S. economy through its sharpest economic slowdown of the post-World War II era.</p><p><blockquote>美联储去年将利率降至接近于零,并承诺购买无限量资产,以支持美国经济度过二战后最严重的经济放缓。</blockquote></p><p> The yield on the 10-year bond note fell to 1.45% on Friday in response to the Fed’s tightening plans. It hit a high of 1.75% on March 31.</p><p><blockquote>为应对美联储的紧缩计划,10 年期国债收益率周五跌至 1.45%。3月31日触及1.75%的高点。</blockquote></p><p> David Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research says that adjusted for interest rates, the S&P 500 is 20% above its intrinsic value.</p><p><blockquote>多伦多罗森伯格研究公司首席经济学家兼策略师大卫·罗森伯格表示,经利率调整后,标普500比其内在价值高出 20%。</blockquote></p><p> He believes investors would be foolish to ignore the signal that real rates, or those adjusted for inflation, are sending to the stock market.</p><p><blockquote>他认为,投资者忽视实际利率(或经通胀调整后的利率)向股市发出的信号是愚蠢的。</blockquote></p><p> \"Overweighting defensive sectors and secular growth segments that tend to benefit by a sharp slowing in GDP growth, is a sound strategy,\" he wrote. \"At the same time, if the message from real rates proves prescient, investors will be well advised to trim their cyclical exposures.\"</p><p><blockquote>他写道:“增持防御性行业和长期增长领域,这些行业往往会受益于 GDP 增长急剧放缓,是一个合理的策略。”“与此同时,如果实际利率的信息被证明是有先见之明的,那么投资者将被强烈建议削减周期性风险敞口。”</blockquote></p><p></p>","source":"lsy1610518597439","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>Stock market's most popular trade faces 'perfect storm'<blockquote>股市最受欢迎的交易面临“完美风暴”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock market's most popular trade faces 'perfect storm'<blockquote>股市最受欢迎的交易面临“完美风暴”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FoxBusiness</strong><span class=\"h-time small\">2021-06-21 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.</p><p><blockquote>据美国银行称,随着美联储准备退出大流行病期间实施的紧急措施,华尔街今年最受欢迎的交易正面临 “完美风暴”。</blockquote></p><p> The Fed’s decision to end the easy money era of the pandemic sent shockwaves through the market and put the Dow Jones Industrial Average on track for its worst week since January.</p><p><blockquote>美联储决定结束大流行病的宽松货币时代,这给市场带来了冲击波,道琼斯工业平均指数有望创下自 1 月份以来最糟糕的一周。</blockquote></p><p> Cyclical stocks on Thursday, the day after the announcement, suffered their worst day in over a year when compared to defensive stocks as investors feared the central bank’s tapering could derail the economy. Cyclicals include sectors like industrials, energy and financials, whose performance is tied to the whims of the economy.</p><p><blockquote>周四,也就是公告发布后的第二天,与防御性股票相比,周期性股票遭遇了一年多来最糟糕的一天,因为投资者担心央行的缩减规模可能会使经济脱轨。周期性板块包括工业、能源和金融等板块,其表现与经济的突发奇想息息相关。</blockquote></p><p> A \"cyclical correction is now underway,\" wrote a team led by Michael Hartnett, chief investment strategist at Bank of America.</p><p><blockquote>美国银行首席投资策略师迈克尔·哈内特领导的团队写道,“周期性调整正在进行中”。</blockquote></p><p> He noted this week’s hawkish shift by the Fed is \"bad news\" and adds to the troubles that were presented by excess positioning, China tightening and fading hopes of additional fiscal stimulus in the U.S.</p><p><blockquote>他指出,美联储本周的鹰派转变是 “坏消息”,并加剧了过度定位、中国紧缩政策以及美国额外财政刺激的希望破灭所带来的麻烦。</blockquote></p><p> The Fed on Wednesday held its benchmark interest rate near zero and maintained its bond-buying program at a pace of $120 billion per month, but moved up the forecast for its first rate hike to 2023 from 2024. More members, but not a majority, said the first rate hike could occur in 2022. The central bank also teased an end to its asset purchase program, but did not give any specifics as to when the tapering might begin.</p><p><blockquote>美联储周三将基准利率维持在接近于零的水平,并维持每月1200亿美元的债券购买计划,但将首次加息的预测从2024年上调至2023年。更多成员(但不是大多数)表示,首次加息可能会在 2022 年发生。央行还调侃其资产购买计划将结束,但没有透露缩减规模何时开始的任何细节。</blockquote></p><p> The Fed last year cut interest rates to near zero and pledged to buy an unlimited amount of assets to support the U.S. economy through its sharpest economic slowdown of the post-World War II era.</p><p><blockquote>美联储去年将利率降至接近于零,并承诺购买无限量资产,以支持美国经济度过二战后最严重的经济放缓。</blockquote></p><p> The yield on the 10-year bond note fell to 1.45% on Friday in response to the Fed’s tightening plans. It hit a high of 1.75% on March 31.</p><p><blockquote>为应对美联储的紧缩计划,10 年期国债收益率周五跌至 1.45%。3月31日触及1.75%的高点。</blockquote></p><p> David Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research says that adjusted for interest rates, the S&P 500 is 20% above its intrinsic value.</p><p><blockquote>多伦多罗森伯格研究公司首席经济学家兼策略师大卫·罗森伯格表示,经利率调整后,标普500比其内在价值高出 20%。</blockquote></p><p> He believes investors would be foolish to ignore the signal that real rates, or those adjusted for inflation, are sending to the stock market.</p><p><blockquote>他认为,投资者忽视实际利率(或经通胀调整后的利率)向股市发出的信号是愚蠢的。</blockquote></p><p> \"Overweighting defensive sectors and secular growth segments that tend to benefit by a sharp slowing in GDP growth, is a sound strategy,\" he wrote. \"At the same time, if the message from real rates proves prescient, investors will be well advised to trim their cyclical exposures.\"</p><p><blockquote>他写道:“增持防御性行业和长期增长领域,这些行业往往会受益于 GDP 增长急剧放缓,是一个合理的策略。”“与此同时,如果实际利率的信息被证明是有先见之明的,那么投资者将被强烈建议削减周期性风险敞口。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down\">FoxBusiness</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"},"source_url":"https://www.foxbusiness.com/markets/stock-market-most-popular-trade-being-turned-upside-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134946846","content_text":"Wall Street’s favorite trade of the year is facing a \"perfect storm\" as theFederal Reserveprepares to exit the emergency measures put in place during the pandemic, according to Bank of America.\nThe Fed’s decision to end the easy money era of the pandemic sent shockwaves through the market and put the Dow Jones Industrial Average on track for its worst week since January.\nCyclical stocks on Thursday, the day after the announcement, suffered their worst day in over a year when compared to defensive stocks as investors feared the central bank’s tapering could derail the economy. Cyclicals include sectors like industrials, energy and financials, whose performance is tied to the whims of the economy.\nA \"cyclical correction is now underway,\" wrote a team led by Michael Hartnett, chief investment strategist at Bank of America.\nHe noted this week’s hawkish shift by the Fed is \"bad news\" and adds to the troubles that were presented by excess positioning, China tightening and fading hopes of additional fiscal stimulus in the U.S.\nThe Fed on Wednesday held its benchmark interest rate near zero and maintained its bond-buying program at a pace of $120 billion per month, but moved up the forecast for its first rate hike to 2023 from 2024. More members, but not a majority, said the first rate hike could occur in 2022. The central bank also teased an end to its asset purchase program, but did not give any specifics as to when the tapering might begin.\nThe Fed last year cut interest rates to near zero and pledged to buy an unlimited amount of assets to support the U.S. economy through its sharpest economic slowdown of the post-World War II era.\nThe yield on the 10-year bond note fell to 1.45% on Friday in response to the Fed’s tightening plans. It hit a high of 1.75% on March 31.\nDavid Rosenberg, chief economist and strategist at Toronto-based Rosenberg Research says that adjusted for interest rates, the S&P 500 is 20% above its intrinsic value.\nHe believes investors would be foolish to ignore the signal that real rates, or those adjusted for inflation, are sending to the stock market.\n\"Overweighting defensive sectors and secular growth segments that tend to benefit by a sharp slowing in GDP growth, is a sound strategy,\" he wrote. \"At the same time, if the message from real rates proves prescient, investors will be well advised to trim their cyclical exposures.\"","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}