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U.S. Stock Futures Muted After Christmas Holiday<blockquote>圣诞假期后美国股指期货表现低迷</blockquote>
U.S. stock futures were muted, with little news driving markets after the Christmas holiday. Futures
U.S. Stock Futures Muted After Christmas Holiday<blockquote>圣诞假期后美国股指期货表现低迷</blockquote>
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Why cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</blockquote>
While it may take a village to raise a child, it takes a large number of resources to grow a healthy
Why cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</blockquote>
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18:17","market":"us","language":"en","title":"U.S. Stock Futures Muted After Christmas Holiday<blockquote>圣诞假期后美国股指期货表现低迷</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154609715","media":"Wall Street Journal","summary":"U.S. stock futures were muted, with little news driving markets after the Christmas holiday.\nFutures","content":"<p>U.S. stock futures were muted, with little news driving markets after the Christmas holiday.</p><p><blockquote>美国股指期货表现低迷,圣诞假期后几乎没有消息推动市场。</blockquote></p><p> Futures for the S&P 500 were flat Monday. The index hit its 68th record close of 2021 Thursday. U.S. markets were closed Friday for the holiday. Contracts for the tech-focused Nasdaq-100 edged up less than 0.1% Monday, and futures for the Dow Jones Industrial Average ticked down 0.1%.</p><p><blockquote>标普500期货周一持平。该指数周四创下2021年第68个收盘纪录。美国市场周五因假期休市。以科技股为主的纳斯达克100指数合约周一小幅上涨不到0.1%,道琼斯工业平均指数期货下跌0.1%。</blockquote></p><p> Investors are braced for higher volatility over the holiday season. Concerns over the rapid spread of the Omicron variant of Covid-19 and the economic impact of measures countries may take to stem its spread have weighed on markets in recent weeks. Some investors expect that will be mitigated by vaccines and the rollout of booster shots in some nations.</p><p><blockquote>投资者准备迎接假期期间更高的波动性。最近几周,对Covid-19奥密克戎变种迅速传播以及各国可能采取的遏制其传播措施的经济影响的担忧令市场承压。一些投资者预计,疫苗和一些国家推出加强注射将缓解这种情况。</blockquote></p><p> “Everything seems to be serious but manageable. Anything that changes that, this could probably make a big impact,” said Luca Paolini, chief strategist at Pictet Asset Management.</p><p><blockquote>百达资产管理公司首席策略师卢卡·保利尼表示:“一切似乎都很严重,但都是可控的。任何改变这一点的事情都可能产生重大影响。”</blockquote></p><p> Market moves can be amplified during the holiday season due to a lack of liquidity, or how readily buyers and sellers can find each other. With many traders off, prices people are willing to buy and sell at may be higher or lower because there are fewer counterparties.</p><p><blockquote>由于缺乏流动性,或者买家和卖家很容易找到彼此,市场波动在假期期间可能会被放大。由于许多交易者关闭,人们愿意买卖的价格可能会更高或更低,因为交易对手更少。</blockquote></p><p> “We are in kind of this Christmas trading range, but low liquidity makes any potential shock bigger,” Mr. Paolini added.</p><p><blockquote>“我们正处于圣诞节交易区间,但低流动性会使任何潜在的冲击变得更大,”保利尼先生补充道。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.481% from 1.492% Thursday. Yields and prices move inversely.</p><p><blockquote>在债券市场,基准10年期国债收益率从周四的1.492%降至1.481%。收益率和价格走势相反。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 edged down 0.2%. Markets in the U.K. were closed.</p><p><blockquote>海外方面,泛大陆斯托克欧洲600指数小幅下跌0.2%。英国市场休市。</blockquote></p><p> In Asia, China’s Shanghai Composite closed almost 0.1% lower. South Korea’s Kospi and Japan’s Nikkei 225 each declined 0.4%. Markets in Hong Kong and Australia were closed.</p><p><blockquote>在亚洲,中国上证综指收盘下跌近0.1%。韩国综合指数和日本日经225指数均下跌0.4%。香港和澳大利亚市场休市。</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>U.S. Stock Futures Muted After Christmas Holiday<blockquote>圣诞假期后美国股指期货表现低迷</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\">\nU.S. Stock Futures Muted After Christmas Holiday<blockquote>圣诞假期后美国股指期货表现低迷</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-27 18:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures were muted, with little news driving markets after the Christmas holiday.</p><p><blockquote>美国股指期货表现低迷,圣诞假期后几乎没有消息推动市场。</blockquote></p><p> Futures for the S&P 500 were flat Monday. The index hit its 68th record close of 2021 Thursday. U.S. markets were closed Friday for the holiday. Contracts for the tech-focused Nasdaq-100 edged up less than 0.1% Monday, and futures for the Dow Jones Industrial Average ticked down 0.1%.</p><p><blockquote>标普500期货周一持平。该指数周四创下2021年第68个收盘纪录。美国市场周五因假期休市。以科技股为主的纳斯达克100指数合约周一小幅上涨不到0.1%,道琼斯工业平均指数期货下跌0.1%。</blockquote></p><p> Investors are braced for higher volatility over the holiday season. Concerns over the rapid spread of the Omicron variant of Covid-19 and the economic impact of measures countries may take to stem its spread have weighed on markets in recent weeks. Some investors expect that will be mitigated by vaccines and the rollout of booster shots in some nations.</p><p><blockquote>投资者准备迎接假期期间更高的波动性。最近几周,对Covid-19奥密克戎变种迅速传播以及各国可能采取的遏制其传播措施的经济影响的担忧令市场承压。一些投资者预计,疫苗和一些国家推出加强注射将缓解这种情况。</blockquote></p><p> “Everything seems to be serious but manageable. Anything that changes that, this could probably make a big impact,” said Luca Paolini, chief strategist at Pictet Asset Management.</p><p><blockquote>百达资产管理公司首席策略师卢卡·保利尼表示:“一切似乎都很严重,但都是可控的。任何改变这一点的事情都可能产生重大影响。”</blockquote></p><p> Market moves can be amplified during the holiday season due to a lack of liquidity, or how readily buyers and sellers can find each other. With many traders off, prices people are willing to buy and sell at may be higher or lower because there are fewer counterparties.</p><p><blockquote>由于缺乏流动性,或者买家和卖家很容易找到彼此,市场波动在假期期间可能会被放大。由于许多交易者关闭,人们愿意买卖的价格可能会更高或更低,因为交易对手更少。</blockquote></p><p> “We are in kind of this Christmas trading range, but low liquidity makes any potential shock bigger,” Mr. Paolini added.</p><p><blockquote>“我们正处于圣诞节交易区间,但低流动性会使任何潜在的冲击变得更大,”保利尼先生补充道。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.481% from 1.492% Thursday. Yields and prices move inversely.</p><p><blockquote>在债券市场,基准10年期国债收益率从周四的1.492%降至1.481%。收益率和价格走势相反。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 edged down 0.2%. Markets in the U.K. were closed.</p><p><blockquote>海外方面,泛大陆斯托克欧洲600指数小幅下跌0.2%。英国市场休市。</blockquote></p><p> In Asia, China’s Shanghai Composite closed almost 0.1% lower. South Korea’s Kospi and Japan’s Nikkei 225 each declined 0.4%. Markets in Hong Kong and Australia were closed.</p><p><blockquote>在亚洲,中国上证综指收盘下跌近0.1%。韩国综合指数和日本日经225指数均下跌0.4%。香港和澳大利亚市场休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-27-2021-11640595239?mod=markets_lead_pos2\">Wall Street Journal</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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-27-2021-11640595239?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154609715","content_text":"U.S. stock futures were muted, with little news driving markets after the Christmas holiday.\nFutures for the S&P 500 were flat Monday. The index hit its 68th record close of 2021 Thursday. U.S. markets were closed Friday for the holiday. Contracts for the tech-focused Nasdaq-100 edged up less than 0.1% Monday, and futures for the Dow Jones Industrial Average ticked down 0.1%.\nInvestors are braced for higher volatility over the holiday season. Concerns over the rapid spread of the Omicron variant of Covid-19 and the economic impact of measures countries may take to stem its spread have weighed on markets in recent weeks. Some investors expect that will be mitigated by vaccines and the rollout of booster shots in some nations.\n“Everything seems to be serious but manageable. Anything that changes that, this could probably make a big impact,” said Luca Paolini, chief strategist at Pictet Asset Management.\nMarket moves can be amplified during the holiday season due to a lack of liquidity, or how readily buyers and sellers can find each other. With many traders off, prices people are willing to buy and sell at may be higher or lower because there are fewer counterparties.\n“We are in kind of this Christmas trading range, but low liquidity makes any potential shock bigger,” Mr. Paolini added.\nIn bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.481% from 1.492% Thursday. Yields and prices move inversely.\nOverseas, the pan-continental Stoxx Europe 600 edged down 0.2%. Markets in the U.K. were closed.\nIn Asia, China’s Shanghai Composite closed almost 0.1% lower. South Korea’s Kospi and Japan’s Nikkei 225 each declined 0.4%. Markets in Hong Kong and Australia were closed.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698579837,"gmtCreate":1640481020589,"gmtModify":1640481020792,"author":{"id":"3582069515093971","authorId":"3582069515093971","name":"0ink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582069515093971","authorIdStr":"3582069515093971"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698579837","repostId":"1198001868","repostType":4,"repost":{"id":"1198001868","kind":"news","pubTimestamp":1640480946,"share":"https://www.laohu8.com/m/news/1198001868?lang=zh_CN&edition=full","pubTime":"2021-12-26 09:09","market":"us","language":"en","title":"Why cannabis investors need to pay attention to ancillary companies<blockquote>为什么大麻投资者需要关注辅助公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198001868","media":"Seeking Alpha","summary":"While it may take a village to raise a child, it takes a large number of resources to grow a healthy","content":"<p><ul> <li>While it may take a village to raise a child, it takes a large number of resources to grow a healthy cannabis plant.</li> <li>Investors keeping tabs on the cannabis industry are missing out if they are only paying attention to Canadian licensed producers (LPs) and multi-state operators (MSOs).</li> <li>There is a group of companies that are essential -- both literally and figuratively -- to the growth of the cannabis industry: ancillary companies.</li> <li>These companies run the gamut and include fertilizer producers, hydroponic equipment, grow lights, and REITs that own the greenhouses where marijuana is grown.</li> <li>New Cannabis Ventures created the Ancillary Cannabis Index on March 31 to track such companies.Like Canadian LPs and MSOs, after a strong Q1, the index had dropped precipitously.</li> </ul> <img src=\"https://static.tigerbbs.com/7e7beacc5eafa7a5e3f332115fbc78e7\" tg-width=\"1280\" tg-height=\"691\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>虽然抚养一个孩子可能需要一个村庄,但种植一株健康的大麻植物需要大量资源。</li><li>如果关注大麻行业的投资者只关注加拿大许可生产商(LP)和多州运营商(MSO),他们就会错过机会。</li><li>有一群公司对大麻产业的发展至关重要——无论是字面上还是象征性的:辅助公司。</li><li>这些公司涵盖了所有领域,包括化肥生产商、水培设备、种植灯以及拥有种植大麻的温室的房地产投资信托基金。</li><li>New Cannabis Ventures于3月31日创建了辅助大麻指数来跟踪此类公司。与加拿大有限合伙人和MSO一样,在强劲的第一季度之后,该指数急剧下跌。</li></ul></blockquote></p><p> <ul> <li>The two best performing stocks in this index are industrial REITs whose holdings focus on properties, such as greenhouses are warehouses, utilized specifically by licensed cannabis operators. They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).</li> <li>Innovative is up 37%year to date, while Power is up 134%.</li> <li>While Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).</li> <li>Five of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.</li> <li>Seeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.</li> <li>A marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.</li> <li>Another star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.</li> <li>While the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.</li> </ul> <img src=\"https://static.tigerbbs.com/95068d19d7c53441b6c338458944fe89\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>该指数中表现最好的两只股票是工业房地产投资信托基金,其持有的财产重点是财产,例如温室是仓库,专门由有执照的大麻经营者使用。它们是Innovative Industrial Properties(NYSE:IIPR)和Power REIT(NYSE:PW)。</li><li>今年迄今为止,Innovative上涨了37%,而Power上涨了134%。</li><li>虽然Innovative专门投资于与大麻活动相关的资产,但Power更加多元化,因为其持有的资产包括受控环境农业(温室)、太阳能农场土地和运输(铁路房地产)。</li><li>Innovative的9处大麻地产中有5处位于加利福尼亚州,而Power的18处大麻地产中除3处外均位于科罗拉多州。</li><li>Seeking Alpha的量化评级非常看好Power,但对Innovative持中性态度。</li><li>NewLake Capital Partners是大麻房地产投资信托基金的新来者,该公司于8月上市。自那以来,该指数下跌了约6%。请注意,它不包括辅助大麻指数。</li><li>该指数中的另一个明星表现者是AFC Gamma(纳斯达克股票代码:AFCG),该公司作为抵押房地产投资信托基金运营,为获得许可的大麻行业公司构建和承销贷款。自3月份首次公开募股以来,该股今年迄今已上涨约15%。</li><li>Seeking Alpha撰稿人奥斯汀·罗杰斯(Austin Rogers)对股票给予中性评级,他表示,虽然该公司目前利润丰厚,但如果拟议的立法获得批准,允许商业银行与大麻公司开展业务,这种情况可能会发生变化。</li></ul></blockquote></p><p> <ul> <li>The best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.</li> <li>urban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"</li> <li>Although in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.</li> <li>However, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.</li> <li>With brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.</li> <li>Wells Fargo recently initiated GrowGeneration with an equal weight rating.</li> <li>With a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.</li> <li>While not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.</li> <li>Wells Fargo recently started the company with an overweight rating.</li> </ul></p><p><blockquote><ul><li>REITs之外该指数中表现最好的股票是urban-gro(纳斯达克股票代码:UGRO),该公司提供室内种植系统和设备。年初至今,该公司上涨了71%。</li><li>urban-gro今年早些时候在纳斯达克上市。8月,Seeking Alpha贡献者股东Unite表示,该公司“处于非常有利的地位,可以从大麻和受控环境农业市场这两个长期增长市场的顺风中受益。”</li><li>尽管年初至今亏损约15%,但Agrify(纳斯达克股票代码:AGFY)认为自己是大麻行业的垂直整合解决方案提供商,提供设施设计和施工以及咨询服务。</li><li>然而,对股票给予中性评级的Seeking Alpha撰稿人丹尼尔·琼斯(Daniel Jones)刚刚写道,考虑到该公司的亏损和净现金流出不断增长,Agrify是一个冒险的赌注。</li><li>GrowGeneration(纳斯达克:GRWG)拥有实体店和提供水培产品和服务的大型商业服务业务,是另一家值得关注的公司。年初至今股价下跌66%。</li><li>富国银行最近推出了同等权重评级的GrowGeneration。</li><li>Scotts Miracle Grow(NYSE:SMG)的市值约为$8.8 B,是辅助大麻领域最大的公司。年初至今,其股价已下跌19%。</li><li>虽然不是一个纯粹的辅助公司,Scotts的肥料用于大麻植物的种植。此外,其品牌包括General Hydroponics、Botanicare和Gavita园艺照明产品也广泛用于大麻行业。</li><li>富国银行最近给予该公司跑赢大盘评级。</li></ul></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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They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).</li> <li>Innovative is up 37%year to date, while Power is up 134%.</li> <li>While Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).</li> <li>Five of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.</li> <li>Seeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.</li> <li>A marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.</li> <li>Another star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.</li> <li>While the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.</li> </ul> <img src=\"https://static.tigerbbs.com/95068d19d7c53441b6c338458944fe89\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>该指数中表现最好的两只股票是工业房地产投资信托基金,其持有的财产重点是财产,例如温室是仓库,专门由有执照的大麻经营者使用。它们是Innovative Industrial Properties(NYSE:IIPR)和Power REIT(NYSE:PW)。</li><li>今年迄今为止,Innovative上涨了37%,而Power上涨了134%。</li><li>虽然Innovative专门投资于与大麻活动相关的资产,但Power更加多元化,因为其持有的资产包括受控环境农业(温室)、太阳能农场土地和运输(铁路房地产)。</li><li>Innovative的9处大麻地产中有5处位于加利福尼亚州,而Power的18处大麻地产中除3处外均位于科罗拉多州。</li><li>Seeking Alpha的量化评级非常看好Power,但对Innovative持中性态度。</li><li>NewLake Capital Partners是大麻房地产投资信托基金的新来者,该公司于8月上市。自那以来,该指数下跌了约6%。请注意,它不包括辅助大麻指数。</li><li>该指数中的另一个明星表现者是AFC Gamma(纳斯达克股票代码:AFCG),该公司作为抵押房地产投资信托基金运营,为获得许可的大麻行业公司构建和承销贷款。自3月份首次公开募股以来,该股今年迄今已上涨约15%。</li><li>Seeking Alpha撰稿人奥斯汀·罗杰斯(Austin Rogers)对股票给予中性评级,他表示,虽然该公司目前利润丰厚,但如果拟议的立法获得批准,允许商业银行与大麻公司开展业务,这种情况可能会发生变化。</li></ul></blockquote></p><p> <ul> <li>The best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.</li> <li>urban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"</li> <li>Although in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.</li> <li>However, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.</li> <li>With brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.</li> <li>Wells Fargo recently initiated GrowGeneration with an equal weight rating.</li> <li>With a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.</li> <li>While not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.</li> <li>Wells Fargo recently started the company with an overweight rating.</li> </ul></p><p><blockquote><ul><li>REITs之外该指数中表现最好的股票是urban-gro(纳斯达克股票代码:UGRO),该公司提供室内种植系统和设备。年初至今,该公司上涨了71%。</li><li>urban-gro今年早些时候在纳斯达克上市。8月,Seeking Alpha贡献者股东Unite表示,该公司“处于非常有利的地位,可以从大麻和受控环境农业市场这两个长期增长市场的顺风中受益。”</li><li>尽管年初至今亏损约15%,但Agrify(纳斯达克股票代码:AGFY)认为自己是大麻行业的垂直整合解决方案提供商,提供设施设计和施工以及咨询服务。</li><li>然而,对股票给予中性评级的Seeking Alpha撰稿人丹尼尔·琼斯(Daniel Jones)刚刚写道,考虑到该公司的亏损和净现金流出不断增长,Agrify是一个冒险的赌注。</li><li>GrowGeneration(纳斯达克:GRWG)拥有实体店和提供水培产品和服务的大型商业服务业务,是另一家值得关注的公司。年初至今股价下跌66%。</li><li>富国银行最近推出了同等权重评级的GrowGeneration。</li><li>Scotts Miracle Grow(NYSE:SMG)的市值约为$8.8 B,是辅助大麻领域最大的公司。年初至今,其股价已下跌19%。</li><li>虽然不是一个纯粹的辅助公司,Scotts的肥料用于大麻植物的种植。此外,其品牌包括General Hydroponics、Botanicare和Gavita园艺照明产品也广泛用于大麻行业。</li><li>富国银行最近给予该公司跑赢大盘评级。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3783313-why-cannabis-investors-need-to-pay-attention-to-ancillary-companies\">Seeking Alpha</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":{"IIPR":"Innovative Industrial Properties Inc","PW":"Power REIT"},"source_url":"https://seekingalpha.com/news/3783313-why-cannabis-investors-need-to-pay-attention-to-ancillary-companies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198001868","content_text":"While it may take a village to raise a child, it takes a large number of resources to grow a healthy cannabis plant.\nInvestors keeping tabs on the cannabis industry are missing out if they are only paying attention to Canadian licensed producers (LPs) and multi-state operators (MSOs).\nThere is a group of companies that are essential -- both literally and figuratively -- to the growth of the cannabis industry: ancillary companies.\nThese companies run the gamut and include fertilizer producers, hydroponic equipment, grow lights, and REITs that own the greenhouses where marijuana is grown.\nNew Cannabis Ventures created the Ancillary Cannabis Index on March 31 to track such companies.Like Canadian LPs and MSOs, after a strong Q1, the index had dropped precipitously.\n\n\n\nThe two best performing stocks in this index are industrial REITs whose holdings focus on properties, such as greenhouses are warehouses, utilized specifically by licensed cannabis operators. They are Innovative Industrial Properties(NYSE:IIPR)and Power REIT(NYSE:PW).\nInnovative is up 37%year to date, while Power is up 134%.\nWhile Innovative is invested exclusively in cannabis activity-related properties, Power is more diversified as its holdings include controlled environment agriculture (greenhouses), solar farm land and transportation (railroad real estate).\nFive of Innovative's nine properties are in California, while all but three of Power's 18 cannabis properties are in Colorado.\nSeeking Alpha's Quant Rating is very bullish on Power, but neutral on Innovative.\nA marijuana REIT newcomer is NewLake Capital Partners, which went public in August. It is down ~6%since then. Note it is not included Ancillary Cannabis Index.\nAnother star performer in the index is AFC Gamma(NASDAQ:AFCG), which operates as a mortgage REIT that structures and underwrites loans for licensed cannabis industry companies. Since its March IPO, the stock is up ~15% year to date.\nWhile the company is currently very profitable, that might change if proposed legislation is approved that would allow commercial banks to do business with cannabis companies, according to Seeking Alpha contributor Austin Rogers, who has a neutral rating on shares.\n\n\n\nThe best performing stock in the index outside of REITs is urban-gro(NASDAQ:UGRO), which provides indoor cultivation systems and equipment. YTD, the company is up 71%.\nurban-gro uplisted to Nasdaq earlier this year. In August, Seeking Alpha contributor Shareholders Unite said the company is \"very well positioned to benefit from the tailwind of two secular growth markets, cannabis, and the controlled environment ag markets.\"\nAlthough in the red down ~15%YTD, Agrify(NASDAQ:AGFY)considers itself a vertically integrated solution provider for the cannabis industry providing facility design and construction, as well as consulting services.\nHowever, Seeking Alpha contributor Daniel Jones, who has a neutral rating on shares, just wrote that Agrify is a risky bet considering the company's losses and net cash outflows are growing.\nWith brick-and-mortar stores and a large commercial services operation providing hydroponic products and services, GrowGeneration(NASDAQ:GRWG)is another company to pay attention to. Shares aredown 66%YTD.\nWells Fargo recently initiated GrowGeneration with an equal weight rating.\nWith a market cap ~$8.8B, Scotts Miracle Grow(NYSE:SMG)is the largest company in the ancillary cannabis space. Its shares are down 19%YTD.\nWhile not a pure play ancillary company, Scotts' fertilizers are used in marijuana plant growing. Also, products from its brands including General Hydroponics, Botanicare, and Gavita Horticultural Lighting are extensively used in the cannabis industry.\nWells Fargo recently started the company with an overweight rating.","news_type":1,"symbols_score_info":{"PW":0.9,"IIPR":0.9}},"isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698233577,"gmtCreate":1640401020063,"gmtModify":1640401020277,"author":{"id":"3582069515093971","authorId":"3582069515093971","name":"0ink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582069515093971","authorIdStr":"3582069515093971"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698233577","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698169719,"gmtCreate":1640319326799,"gmtModify":1640319791741,"author":{"id":"3582069515093971","authorId":"3582069515093971","name":"0ink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582069515093971","authorIdStr":"3582069515093971"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698169719","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":3884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691275164,"gmtCreate":1640216765161,"gmtModify":1640216765332,"author":{"id":"3582069515093971","authorId":"3582069515093971","name":"0ink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582069515093971","authorIdStr":"3582069515093971"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691275164","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":3289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691973049,"gmtCreate":1640131570104,"gmtModify":1640131570265,"author":{"id":"3582069515093971","authorId":"3582069515093971","name":"0ink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582069515093971","authorIdStr":"3582069515093971"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691973049","repostId":"2193663561","repostType":4,"isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693222482,"gmtCreate":1640043249691,"gmtModify":1640043249847,"author":{"id":"3582069515093971","authorId":"3582069515093971","name":"0ink","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582069515093971","authorIdStr":"3582069515093971"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693222482","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}