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- NeshiNeoNeshiNeo
  ·2021-09-24
  i can't understand this. Guess i have a lot more to learn =(
  Nomura Reveals 'The Flow To Know' As Markets Reverse From Selling To "Big Rally"<blockquote>随着市场从抛售转向“大幅反弹”，野村证券揭示了“需要了解的流程”</blockquote>
  In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 202
  Nomura Reveals 'The Flow To Know' As Markets Reverse From Selling To "Big Rally"<blockquote>随着市场从抛售转向“大幅反弹”，野村证券揭示了“需要了解的流程”</blockquote>
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- NeshiNeoNeshiNeo
  ·2021-08-07
  Good to know
  非常抱歉，此主贴已删除
  2,672 评论
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- NeshiNeoNeshiNeo
  ·2021-08-06
  [强] [强] [强]
  非常抱歉，此主贴已删除
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- NeshiNeoNeshiNeo
  ·2021-08-06
  [强]
  Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的顶线</blockquote>
  Payrolls data exceed estimates; U.S. index futures mixed. Nonfarm payrolls increase 943,000 in July
  Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的顶线</blockquote>
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- NeshiNeoNeshiNeo
  ·2021-07-03
  Testing
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can't understand this. Guess i have a lot more to learn =(","listText":"i can't understand this. Guess i have a lot more to learn =(","text":"i can't understand this. Guess i have a lot more to learn =(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861670761","repostId":"1136813013","repostType":4,"repost":{"id":"1136813013","kind":"news","pubTimestamp":1632469518,"share":"https://www.laohunote.com/m/news/1136813013?lang=zh_CN&edition=full","pubTime":"2021-09-24 15:45","market":"us","language":"en","title":"Nomura Reveals 'The Flow To Know' As Markets Reverse From Selling To \"Big Rally\"<blockquote>随着市场从抛售转向“大幅反弹”，野村证券揭示了“需要了解的流程”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136813013","media":"zerohedge","summary":"In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 202","content":"<p>In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 2022 dot to indicate one rate hike next year (and another 2 each in 2023 and 2024), the outcome was not nearly the \"hawkish surprise\" that Nomura'sCharlie McElligott warnedcould tip the market sharply lower... or higher (especially since the market believes that the Fed will end its hiking plans well before they are fully executed, giving the Fed just 1% of breathing room).</p><p><blockquote>最终，尽管联邦公开市场委员会（FOMC）的点数总体上出乎意料地上移，推动2022年点数中值表明明年加息一次（2023年和2024年各加息两次），但结果远非野村证券（Nomura）的查理·麦切利戈特（sCharlie McElligott）警告的“鹰派惊喜”，这可能会导致市场大幅走低……或更高（特别是因为市场认为美联储将在加息计划完全执行之前很久就结束这些计划，只给美联储1%的喘息空间）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e13e4ae58887c841b040aa80efd9222\" tg-width=\"960\" tg-height=\"468\" width=\"100%\" height=\"auto\">Commenting on the FOMC announcement this morning, the Nomura quant summarized it as a<b>“low surprises” yet still incrementally more \"hawkish\" Fed:</b></p><p><blockquote>野村证券分析师在评论今天上午的联邦公开市场委员会公告时将其总结为<b>“低惊喜”但美联储仍在逐渐变得更加“鹰派”：</b></blockquote></p><p> <ol>  <li>November taper in-line</li>  <li>Taper length marginal surprise with goal to end mid-year, but still implies near the “expected” $10B / $5B per month reduction</li>  <li>Where a more “hawkish” dot plot is being viewed somewhat skeptically by the market on account of “a lot of hikes in a short period of time” with 6.5 hikes by end ’24, in addition to upcoming voter / non-voter member turnover which muddles dovish / hawkish balances of voters</li>  <li>Continued “both sides of mouth” language from Powell, yet again going out of his way to separate the “end of tapering” from the beginning of rate hikes, while noting the policy rate as still accommodative)</li> </ol> All-in, McElligott called the announcement a “low surprise” Fed, which cleared us of “event-risk” while avoiding any sort of “(hawkish) Rate Shock,” as 10Y yields continue their chop inside the well-established range \"despite obvious impacts on curves of course, as front (Reds) through belly reprices further, while long end / duration rallied and closed at best levels on the day—because ultimately, taking multple steps closer to removing accomodation ultimately means “tighter financial conditions” that will moderate the economy down the road.\"</p><p><blockquote><ol><li>十一月锥度直列</li><li>缩减长度略有意外，目标是在年中结束，但仍意味着接近“预期”每月100亿美元/50亿美元的削减。</li><li>市场对更为“鹰派”的点阵图持怀疑态度，因为“短期内多次加息”，到 2024 年底将加息 6.5 次，此外，即将到来的选民/非选民成员更替也打乱了鸽派/鹰派选民的平衡。</li><li>鲍威尔继续使用 “两面派 ”的语言，再次不遗余力地将 “缩减规模的结束 ”与加息的开始区分开来，同时指出政策利率仍然宽松）。</li></ol>总而言之，麦切利戈特称美联储的这一声明是一个 “低惊喜”，它让我们摆脱了 “事件风险”，同时避免了任何形式的 “（鹰派）利率冲击”，因为 10 年期国债收益率继续在既定范围内下跌，“尽管对曲线产生了明显的影响，当然，随着前端（红色）通过腹部重新定价进一步，而长端/久期则反弹并收于当天的最佳水平--因为最终，采取多项措施接近取消宽松政策最终意味着 “金融条件收紧”，这将在未来缓和经济”。</blockquote></p><p> Indeed, one look at the 10Y year today suggests that the market is finally waking up with the 10Y surging to 1.40%, the first time since July.</p><p><blockquote>事实上，看看今天的 10 年期就会发现，市场终于醒来，10 年期国债自 7 月份以来首次飙升至 1.40%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bfeec4af40cada0841b86e85780df5b2\" tg-width=\"1182\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So with a removal of the primary catalyst for larger rate volatility, the Nomura strategist notes this also \"further closes the recent (and awesome) “window for volatility expansion” within the Equities Vol complex, which opened around last week’s Op-Ex cycle turn, and brought with it incredible (and long-awaited) Vol / Stock movement (SPX -4.1% in 3 days hi / lo).\"</p><p><blockquote>因此，随着利率波动加剧的主要催化剂被消除，野村证券的策略师指出，这也“进一步关闭了股票交易量复合体中近期（且令人敬畏的）‘波动性扩张窗口’，该复合体在上周的 Op-Ex 周期转折点前后开启，并带来了令人难以置信的（也是期待已久的）交易量/股票走势（SPX 在 3 天内上涨/下跌 -4.1%）”。</blockquote></p><p> This then takes us back to a point McElligott has made repeatedly in recent days, namely the “<i>conditioned per back-test”</i>appearance of<i>“reflexive vol sellers”</i>in arresting the crescendoing US Equities selloff peaking which were cratering Monday afternoon, which materialized most notably in the form of Put sellers harvesting rich downside Vols into the accelerating drawdown, in addition to funds monetizing their actual downside hedges, both of which Nomura pointed out before<b>created lots of Delta to buy in the process which then rallied the tape off the lows into the closing bounce</b></p><p><blockquote>这让我们回到麦切利戈特最近几天反复强调的一点，即“<i>根据回顾性试验条件”</i>外观<i>“反身卷卖家”</i>在阻止周一下午不断升温的美国股市抛售达到顶峰时，最明显的表现是卖方在加速回撤中收获了大量下行资金，此外还有基金将其实际下行对冲货币化，野村证券此前曾指出过这两者<b>在这个过程中创造了大量的Delta买入，然后将磁带从低点反弹到收盘反弹</b></blockquote></p><p> However, in a notable departure from this downside Vol harvesting and hedge monetization, one small, baby-step positive development observed by Nomura is that the<b>SPX Put Skew has come off that prior 99.9%ile “boil”</b>and inflected&nbsp; into something at least a touch less extreme, with McElligott now seeing SPX 1m Put Skew @ 96.8%ile / 3m Put Skew @ 96.9%ile, down from near record highs.</p><p><blockquote>然而，与这种不利的收获和对冲货币化明显不同，野村证券观察到的一个小的、小步的积极发展是<b>SPX Put Skew 已经摆脱了之前 99.9% 的“沸腾”趋势。</b>并且至少变得不那么极端，McElligott 现在看到 SPX 1m Put Skew @ 96.8% ile / 3m Put Skew @ 96.9% ile，低于接近历史高点的水平。</blockquote></p><p> Additionally, the bank continues to see<b>more profit-taking from “long vol” positions in the VIX ETN space,</b>with the Net (long) Vega position over the past week having decreased by 8.1mm as traders monetized into the Vol spike.</p><p><blockquote>此外，该银行继续看到<b>从 VIX ETN 领域的“多头 ”头寸中获利了结更多，</b>过去一周，随着交易者将交易量飙升货币化，Vega 的净（多头）头寸减少了 8.1 毫米。</blockquote></p><p> Perhaps most notably, we have also witnessed saw the appearance of some rare buyers of equity upside vol yesterday into the rally, when about an hour into yesterday’s US cash session, 3 large SPY Call Spreads traded,<b>creating ~$1 billion of Delta to buy across aggregated hedges:</b></p><p><blockquote>也许最值得注意的是，我们还目睹了一些罕见的股票上涨空间买家在昨天的反弹中出现，当时在昨天美国现金交易开始约一小时后，3 个大型SPDR标普500指数ETF看涨期权价差交易、<b>创建约 10 亿美元的 Delta 来跨越聚合对冲：</b></blockquote></p><p> <ul>  <li>Buyer of 43k SPY Oct 443/452 Call Spreads for $3.89 (463M delta, 670k vega)</li>  <li>Buyer of 32k SPY Nov 448/460 Call Spreads for $4.36 (236M delta, 635k vega)</li>  <li>Buyer of 26k SPY Dec 31st 448/470 Call Spreads for $7.91 (263M delta, 900k vega)</li> </ul> There were several other bullish expressions, including someone taking bullish shots in the \"utterly left-for-dead\" China, with FXI Jan 42 Calls bought and the sale of 7700 EEM Jan 51 Puts.</p><p><blockquote><ul><li>43k SPDR标普500指数ETF Oct 443/452 看涨期权价差买家，售价 3.89 美元（463M delta，670k vega）</li><li>32k SPDR标普500指数ETF 11 月 448/460 看涨期权价差买家，售价 4.36 美元（236M delta，635k vega）</li><li>26k SPDR标普500指数ETF 12 月 31 日 448/470 看涨期权价差买家，售价 7.91 美元（2.63 亿 delta，90 万 vega）</li></ul>还有其他一些看涨的表情，包括有人在“完全死了”的中国看涨，FXI 1 月 42 日评级买入，7700 份 EEM 1 月 51 日看跌期权卖出。</blockquote></p><p> Yet despite the return of such scattered bullish flows, McElligott notes that<b>there remains much angst in the Vol space</b>(Skew still roofed as downside demand remaining extreme), versus still “pervasive skepticism” towards broad Equities upside index / ETF / sectors / industries (Call Skew still nuked)</p><p><blockquote>然而，尽管这种分散的看涨趋势回归，麦切利戈特指出<b>体积空间里仍然有很多焦虑</b>（由于下行需求依然极端，偏差依然存在），而对股市上行指数/ETF/行业/行业的“普遍怀疑”仍然存在（看涨期权偏差依然存在）。</blockquote></p><p></p><p> <ul>  <li>SPX (Mega-Cap US Eq) 1m Skew 98.8%ile, 3m Skew 99.1%ile; vs no upside love, with 1m Call Skew 0.5%ile, 3m Call Skew 1.3%ile</li>  <li>QQQ (Nasdaq / Secular Growth / Tech) 1m Skew 99.0%ile, 3m Skew 96.7%ile; while 1m Call Skew just nowhere at 0.8%ile, 3m Call Skew 4.4%ile</li>  <li>IWM (Russell / Small Cap) 1m Skew 86.6%ile; no love for upside tho with 1m Call Skew 16.5%ile</li>  <li>FXI (China) 1m Skew 92.8%ile, 3m Skew 82.9%ile; but still seeing negligible desire for upside with 1m Call Skew 14.5%ile</li>  <li>FWIW, the only “upside tail” / bid to Call Skew remains parked in those “inflation sensitive” idiosycratic spots like OIH / XOP / XLE / SMH</li> </ul> <img src=\"https://static.tigerbbs.com/9a405277832d0c5418f9ce18cab47f2a\" tg-width=\"1132\" tg-height=\"970\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>SPX（大型股美国均值）1m 偏差为 98.8%，3m 偏差为 99.1%；vs 没有上涨空间的爱，1m 看涨期权倾斜 0.5%，3m 看涨期权倾斜 1.3%</li><li>QQQ（纳斯达克/长期增长/科技）1m偏差99.0%，3m偏差96.7%；1m 看涨期权的偏差为 0.8%，而 3m 看涨期权的偏差为 4.4%</li><li>IWM（罗素/小盘股）1m偏差为86.6%；尽管有 1m 看涨期权偏斜 16.5%，但不喜欢上行空间</li><li>FXI（中国）1m倾斜92.8%，3m倾斜82.9%；但 1m 看涨期权偏斜 14.5% 的上涨欲望仍然可以忽略不计</li><li>FWIW 是唯一的“上行尾巴”/看涨期权倾斜市场，但它仍然停留在 OIH / XOP / XLE / SMH 等“通胀敏感”的特质点。</li></ul></blockquote></p><p> Looking at this latest flow menu, McElligott notes that the bottom line here is that \"<b>we are seeing *some* normalization in select vol metrics (e.g. term structure in SPX and QQQ, or aforementioned “off the worst” levels in extreme Put Skew)…but we continue to price-in “stress” and definitely not giving anything close to an “all clear” just yet</b>.\" This dynamic matters because it will continue to “<i>drag up” trailing realized vol</i>which can then continue to both constrain VaR/lead to netting- and gross-down behavior as well as drive further near-term de-allocation pressure from Vol Control.</p><p><blockquote>看着这个最新的流程菜单，McElligott指出，这里的底线是“<b>我们看到部分交易量指标出现了一些正常化（例如，SPX 和 QQQ 中的期限结构，或者前面提到的极端看跌偏差中的“偏离最差”水平）……但我们继续对“压力”进行定价，目前绝对不会给出任何接近“完全明确”的结果。</b>“这种动态很重要，因为它将继续”<i>拖动”跟踪实现体积</i>然后，这可以继续限制VaR/导致净额和总额下降行为，并推动来自音量控制的进一步近期去分配压力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dbd02a97ec7b905563529219bf590dbe\" tg-width=\"913\" tg-height=\"565\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Indeed, and in keeping with McElligott's recent warning that vol-control has a lot to sell here, his Vol Control model estimates a sale of $9.8B SPX futs yesterday from the universe, in aggregate bringing total selling to $20.2B over the past 2 weeks.</p><p><blockquote>事实上，为了与 McElligott 最近的警告一致，即 vol-control 在这里有很多值得出售的东西，他的 Vol Control 模型估计昨天 universe 出售了 9.8B 美元的 SPX futs，过去 2 周的总销售额达到 20.2B 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff2a4fd3fd998e76c9cd851f8f9a0a56\" tg-width=\"276\" tg-height=\"223\" width=\"100%\" height=\"auto\">Yet while vol-control rebalancing flows remain a bearish concern, dealer Gamma is turning increasingly favorable.</p><p><blockquote>然而，尽管体积控制再平衡流量仍然是一个看跌的担忧，但经销商伽马正变得越来越有利。</blockquote></p><p> To be sure, we saw the impact of the still-extreme negative Dealer Gamma vs spot across SPX SPY, QQQ and IWM in the +2% rally off the yesterday morning lows, with what McElligott dubbed “spastic” accelerant flow which required more buying the higher spot went.</p><p><blockquote>可以肯定的是，我们看到了 SPX SPDR标普500指数ETF指数、QQQ 指数和 IWM 指数在昨天上午低点的基础上反弹 +2% 的影响，McElligott 称之为 “痉挛性 ”加速流动，这需要更多买入较高的现货。</blockquote></p><p> But now that spot is higher and billions in Delta has been added, the market is in a far more comfortable spot; indeed,<b>the latest options positioning analytics now shows that SPX / SPY Dealers are back in a more stable “long Gamma vs spot” position ($1.8B, 33.7%ile, flips below 4371)...</b></p><p><blockquote>但现在该现货更高，并且增加了数十亿美元的三角洲，市场处于一个更加舒适的位置；的确，<b>最新的期权定位分析显示，SPX/SPDR标普500指数ETF交易商已恢复到更稳定的“长期伽马与现货”仓位（18亿美元，33.7%，跌破4371点）……</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae6e1b267d3b21cfecc92444991c8f47\" tg-width=\"1076\" tg-height=\"660\" width=\"100%\" height=\"auto\">...while still “short Gamma vs spot” in QQQ, but getting close to home (-$499.9mm, 2.6%ile, but flips positive above 372.16, which is mere basis points away).</p><p><blockquote>...虽然在 QQQ 中仍然是“短伽马与现货”，但已接近本土（-4.999 亿美元，2.6%，但在 372.16 上方转正，仅相差一个基点）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7526734cf7a311888f20d6e05bf4e1db\" tg-width=\"1118\" tg-height=\"682\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> It is this normalization in gamma that McElligott concludes sets us up for the<b>“stability now, big rally later”:</b>as stocks continue to rise, the positive feedback loop emerges as<b>the resumption of “long Gamma” stabilization from Dealers beget more overwriting/ options selling flow from the usual suspects,</b>which in turn leads to a reversal over the next few weeks out of what has been this local “<i>realized vol rallying up to implied”</i>dynamic that is behind much of the recent selling. When we do, expect to see the now traditional resumption of tighter daily ranges and lower rVol. Looking out; looking out 2 weeks to 1 month is when he expects \"lumpy re-allocation flows from Vol Control types\" who also join the bullish fray and the slow, steady and never-ending meltup makes a triumphal return.</p><p><blockquote>麦切利戈特得出结论，正是这种伽马归一化为我们奠定了基础<b>“现在稳定，以后大反弹”：</b>随着股票持续上涨，正反馈循环出现<b>交易商恢复“长伽马”稳定会引发更多来自通常嫌疑人的超额认购/期权卖出流，</b>这反过来又会导致未来几周内当地局势发生逆转。<i>意识到vol集结到暗示”</i>近期大部分抛售背后的动力。当我们这样做时，预计会看到现在传统的更紧的每日范围和更低的rVol的恢复。向外看；展望 2 周到 1 个月，他预计“来自音量控制类型的重新分配流”也会加入看涨战斗，而缓慢、稳定且永无止境的融化将凯旋而归。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c45fadc10cc8f22a26f544c6da3fcfd0\" tg-width=\"484\" tg-height=\"199\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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}\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\">\nNomura Reveals 'The Flow To Know' As Markets Reverse From Selling To \"Big Rally\"<blockquote>随着市场从抛售转向“大幅反弹”，野村证券揭示了“需要了解的流程”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-24 15:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 2022 dot to indicate one rate hike next year (and another 2 each in 2023 and 2024), the outcome was not nearly the \"hawkish surprise\" that Nomura'sCharlie McElligott warnedcould tip the market sharply lower... or higher (especially since the market believes that the Fed will end its hiking plans well before they are fully executed, giving the Fed just 1% of breathing room).</p><p><blockquote>最终，尽管联邦公开市场委员会（FOMC）的点数总体上出乎意料地上移，推动2022年点数中值表明明年加息一次（2023年和2024年各加息两次），但结果远非野村证券（Nomura）的查理·麦切利戈特（sCharlie McElligott）警告的“鹰派惊喜”，这可能会导致市场大幅走低……或更高（特别是因为市场认为美联储将在加息计划完全执行之前很久就结束这些计划，只给美联储1%的喘息空间）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3e13e4ae58887c841b040aa80efd9222\" tg-width=\"960\" tg-height=\"468\" width=\"100%\" height=\"auto\">Commenting on the FOMC announcement this morning, the Nomura quant summarized it as a<b>“low surprises” yet still incrementally more \"hawkish\" Fed:</b></p><p><blockquote>野村证券分析师在评论今天上午的联邦公开市场委员会公告时将其总结为<b>“低惊喜”但美联储仍在逐渐变得更加“鹰派”：</b></blockquote></p><p> <ol>  <li>November taper in-line</li>  <li>Taper length marginal surprise with goal to end mid-year, but still implies near the “expected” $10B / $5B per month reduction</li>  <li>Where a more “hawkish” dot plot is being viewed somewhat skeptically by the market on account of “a lot of hikes in a short period of time” with 6.5 hikes by end ’24, in addition to upcoming voter / non-voter member turnover which muddles dovish / hawkish balances of voters</li>  <li>Continued “both sides of mouth” language from Powell, yet again going out of his way to separate the “end of tapering” from the beginning of rate hikes, while noting the policy rate as still accommodative)</li> </ol> All-in, McElligott called the announcement a “low surprise” Fed, which cleared us of “event-risk” while avoiding any sort of “(hawkish) Rate Shock,” as 10Y yields continue their chop inside the well-established range \"despite obvious impacts on curves of course, as front (Reds) through belly reprices further, while long end / duration rallied and closed at best levels on the day—because ultimately, taking multple steps closer to removing accomodation ultimately means “tighter financial conditions” that will moderate the economy down the road.\"</p><p><blockquote><ol><li>十一月锥度直列</li><li>缩减长度略有意外，目标是在年中结束，但仍意味着接近“预期”每月100亿美元/50亿美元的削减。</li><li>市场对更为“鹰派”的点阵图持怀疑态度，因为“短期内多次加息”，到 2024 年底将加息 6.5 次，此外，即将到来的选民/非选民成员更替也打乱了鸽派/鹰派选民的平衡。</li><li>鲍威尔继续使用 “两面派 ”的语言，再次不遗余力地将 “缩减规模的结束 ”与加息的开始区分开来，同时指出政策利率仍然宽松）。</li></ol>总而言之，麦切利戈特称美联储的这一声明是一个 “低惊喜”，它让我们摆脱了 “事件风险”，同时避免了任何形式的 “（鹰派）利率冲击”，因为 10 年期国债收益率继续在既定范围内下跌，“尽管对曲线产生了明显的影响，当然，随着前端（红色）通过腹部重新定价进一步，而长端/久期则反弹并收于当天的最佳水平--因为最终，采取多项措施接近取消宽松政策最终意味着 “金融条件收紧”，这将在未来缓和经济”。</blockquote></p><p> Indeed, one look at the 10Y year today suggests that the market is finally waking up with the 10Y surging to 1.40%, the first time since July.</p><p><blockquote>事实上，看看今天的 10 年期就会发现，市场终于醒来，10 年期国债自 7 月份以来首次飙升至 1.40%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bfeec4af40cada0841b86e85780df5b2\" tg-width=\"1182\" tg-height=\"611\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So with a removal of the primary catalyst for larger rate volatility, the Nomura strategist notes this also \"further closes the recent (and awesome) “window for volatility expansion” within the Equities Vol complex, which opened around last week’s Op-Ex cycle turn, and brought with it incredible (and long-awaited) Vol / Stock movement (SPX -4.1% in 3 days hi / lo).\"</p><p><blockquote>因此，随着利率波动加剧的主要催化剂被消除，野村证券的策略师指出，这也“进一步关闭了股票交易量复合体中近期（且令人敬畏的）‘波动性扩张窗口’，该复合体在上周的 Op-Ex 周期转折点前后开启，并带来了令人难以置信的（也是期待已久的）交易量/股票走势（SPX 在 3 天内上涨/下跌 -4.1%）”。</blockquote></p><p> This then takes us back to a point McElligott has made repeatedly in recent days, namely the “<i>conditioned per back-test”</i>appearance of<i>“reflexive vol sellers”</i>in arresting the crescendoing US Equities selloff peaking which were cratering Monday afternoon, which materialized most notably in the form of Put sellers harvesting rich downside Vols into the accelerating drawdown, in addition to funds monetizing their actual downside hedges, both of which Nomura pointed out before<b>created lots of Delta to buy in the process which then rallied the tape off the lows into the closing bounce</b></p><p><blockquote>这让我们回到麦切利戈特最近几天反复强调的一点，即“<i>根据回顾性试验条件”</i>外观<i>“反身卷卖家”</i>在阻止周一下午不断升温的美国股市抛售达到顶峰时，最明显的表现是卖方在加速回撤中收获了大量下行资金，此外还有基金将其实际下行对冲货币化，野村证券此前曾指出过这两者<b>在这个过程中创造了大量的Delta买入，然后将磁带从低点反弹到收盘反弹</b></blockquote></p><p> However, in a notable departure from this downside Vol harvesting and hedge monetization, one small, baby-step positive development observed by Nomura is that the<b>SPX Put Skew has come off that prior 99.9%ile “boil”</b>and inflected&nbsp; into something at least a touch less extreme, with McElligott now seeing SPX 1m Put Skew @ 96.8%ile / 3m Put Skew @ 96.9%ile, down from near record highs.</p><p><blockquote>然而，与这种不利的收获和对冲货币化明显不同，野村证券观察到的一个小的、小步的积极发展是<b>SPX Put Skew 已经摆脱了之前 99.9% 的“沸腾”趋势。</b>并且至少变得不那么极端，McElligott 现在看到 SPX 1m Put Skew @ 96.8% ile / 3m Put Skew @ 96.9% ile，低于接近历史高点的水平。</blockquote></p><p> Additionally, the bank continues to see<b>more profit-taking from “long vol” positions in the VIX ETN space,</b>with the Net (long) Vega position over the past week having decreased by 8.1mm as traders monetized into the Vol spike.</p><p><blockquote>此外，该银行继续看到<b>从 VIX ETN 领域的“多头 ”头寸中获利了结更多，</b>过去一周，随着交易者将交易量飙升货币化，Vega 的净（多头）头寸减少了 8.1 毫米。</blockquote></p><p> Perhaps most notably, we have also witnessed saw the appearance of some rare buyers of equity upside vol yesterday into the rally, when about an hour into yesterday’s US cash session, 3 large SPY Call Spreads traded,<b>creating ~$1 billion of Delta to buy across aggregated hedges:</b></p><p><blockquote>也许最值得注意的是，我们还目睹了一些罕见的股票上涨空间买家在昨天的反弹中出现，当时在昨天美国现金交易开始约一小时后，3 个大型SPDR标普500指数ETF看涨期权价差交易、<b>创建约 10 亿美元的 Delta 来跨越聚合对冲：</b></blockquote></p><p> <ul>  <li>Buyer of 43k SPY Oct 443/452 Call Spreads for $3.89 (463M delta, 670k vega)</li>  <li>Buyer of 32k SPY Nov 448/460 Call Spreads for $4.36 (236M delta, 635k vega)</li>  <li>Buyer of 26k SPY Dec 31st 448/470 Call Spreads for $7.91 (263M delta, 900k vega)</li> </ul> There were several other bullish expressions, including someone taking bullish shots in the \"utterly left-for-dead\" China, with FXI Jan 42 Calls bought and the sale of 7700 EEM Jan 51 Puts.</p><p><blockquote><ul><li>43k SPDR标普500指数ETF Oct 443/452 看涨期权价差买家，售价 3.89 美元（463M delta，670k vega）</li><li>32k SPDR标普500指数ETF 11 月 448/460 看涨期权价差买家，售价 4.36 美元（236M delta，635k vega）</li><li>26k SPDR标普500指数ETF 12 月 31 日 448/470 看涨期权价差买家，售价 7.91 美元（2.63 亿 delta，90 万 vega）</li></ul>还有其他一些看涨的表情，包括有人在“完全死了”的中国看涨，FXI 1 月 42 日评级买入，7700 份 EEM 1 月 51 日看跌期权卖出。</blockquote></p><p> Yet despite the return of such scattered bullish flows, McElligott notes that<b>there remains much angst in the Vol space</b>(Skew still roofed as downside demand remaining extreme), versus still “pervasive skepticism” towards broad Equities upside index / ETF / sectors / industries (Call Skew still nuked)</p><p><blockquote>然而，尽管这种分散的看涨趋势回归，麦切利戈特指出<b>体积空间里仍然有很多焦虑</b>（由于下行需求依然极端，偏差依然存在），而对股市上行指数/ETF/行业/行业的“普遍怀疑”仍然存在（看涨期权偏差依然存在）。</blockquote></p><p></p><p> <ul>  <li>SPX (Mega-Cap US Eq) 1m Skew 98.8%ile, 3m Skew 99.1%ile; vs no upside love, with 1m Call Skew 0.5%ile, 3m Call Skew 1.3%ile</li>  <li>QQQ (Nasdaq / Secular Growth / Tech) 1m Skew 99.0%ile, 3m Skew 96.7%ile; while 1m Call Skew just nowhere at 0.8%ile, 3m Call Skew 4.4%ile</li>  <li>IWM (Russell / Small Cap) 1m Skew 86.6%ile; no love for upside tho with 1m Call Skew 16.5%ile</li>  <li>FXI (China) 1m Skew 92.8%ile, 3m Skew 82.9%ile; but still seeing negligible desire for upside with 1m Call Skew 14.5%ile</li>  <li>FWIW, the only “upside tail” / bid to Call Skew remains parked in those “inflation sensitive” idiosycratic spots like OIH / XOP / XLE / SMH</li> </ul> <img src=\"https://static.tigerbbs.com/9a405277832d0c5418f9ce18cab47f2a\" tg-width=\"1132\" tg-height=\"970\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>SPX（大型股美国均值）1m 偏差为 98.8%，3m 偏差为 99.1%；vs 没有上涨空间的爱，1m 看涨期权倾斜 0.5%，3m 看涨期权倾斜 1.3%</li><li>QQQ（纳斯达克/长期增长/科技）1m偏差99.0%，3m偏差96.7%；1m 看涨期权的偏差为 0.8%，而 3m 看涨期权的偏差为 4.4%</li><li>IWM（罗素/小盘股）1m偏差为86.6%；尽管有 1m 看涨期权偏斜 16.5%，但不喜欢上行空间</li><li>FXI（中国）1m倾斜92.8%，3m倾斜82.9%；但 1m 看涨期权偏斜 14.5% 的上涨欲望仍然可以忽略不计</li><li>FWIW 是唯一的“上行尾巴”/看涨期权倾斜市场，但它仍然停留在 OIH / XOP / XLE / SMH 等“通胀敏感”的特质点。</li></ul></blockquote></p><p> Looking at this latest flow menu, McElligott notes that the bottom line here is that \"<b>we are seeing *some* normalization in select vol metrics (e.g. term structure in SPX and QQQ, or aforementioned “off the worst” levels in extreme Put Skew)…but we continue to price-in “stress” and definitely not giving anything close to an “all clear” just yet</b>.\" This dynamic matters because it will continue to “<i>drag up” trailing realized vol</i>which can then continue to both constrain VaR/lead to netting- and gross-down behavior as well as drive further near-term de-allocation pressure from Vol Control.</p><p><blockquote>看着这个最新的流程菜单，McElligott指出，这里的底线是“<b>我们看到部分交易量指标出现了一些正常化（例如，SPX 和 QQQ 中的期限结构，或者前面提到的极端看跌偏差中的“偏离最差”水平）……但我们继续对“压力”进行定价，目前绝对不会给出任何接近“完全明确”的结果。</b>“这种动态很重要，因为它将继续”<i>拖动”跟踪实现体积</i>然后，这可以继续限制VaR/导致净额和总额下降行为，并推动来自音量控制的进一步近期去分配压力。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dbd02a97ec7b905563529219bf590dbe\" tg-width=\"913\" tg-height=\"565\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Indeed, and in keeping with McElligott's recent warning that vol-control has a lot to sell here, his Vol Control model estimates a sale of $9.8B SPX futs yesterday from the universe, in aggregate bringing total selling to $20.2B over the past 2 weeks.</p><p><blockquote>事实上，为了与 McElligott 最近的警告一致，即 vol-control 在这里有很多值得出售的东西，他的 Vol Control 模型估计昨天 universe 出售了 9.8B 美元的 SPX futs，过去 2 周的总销售额达到 20.2B 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ff2a4fd3fd998e76c9cd851f8f9a0a56\" tg-width=\"276\" tg-height=\"223\" width=\"100%\" height=\"auto\">Yet while vol-control rebalancing flows remain a bearish concern, dealer Gamma is turning increasingly favorable.</p><p><blockquote>然而，尽管体积控制再平衡流量仍然是一个看跌的担忧，但经销商伽马正变得越来越有利。</blockquote></p><p> To be sure, we saw the impact of the still-extreme negative Dealer Gamma vs spot across SPX SPY, QQQ and IWM in the +2% rally off the yesterday morning lows, with what McElligott dubbed “spastic” accelerant flow which required more buying the higher spot went.</p><p><blockquote>可以肯定的是，我们看到了 SPX SPDR标普500指数ETF指数、QQQ 指数和 IWM 指数在昨天上午低点的基础上反弹 +2% 的影响，McElligott 称之为 “痉挛性 ”加速流动，这需要更多买入较高的现货。</blockquote></p><p> But now that spot is higher and billions in Delta has been added, the market is in a far more comfortable spot; indeed,<b>the latest options positioning analytics now shows that SPX / SPY Dealers are back in a more stable “long Gamma vs spot” position ($1.8B, 33.7%ile, flips below 4371)...</b></p><p><blockquote>但现在该现货更高，并且增加了数十亿美元的三角洲，市场处于一个更加舒适的位置；的确，<b>最新的期权定位分析显示，SPX/SPDR标普500指数ETF交易商已恢复到更稳定的“长期伽马与现货”仓位（18亿美元，33.7%，跌破4371点）……</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/ae6e1b267d3b21cfecc92444991c8f47\" tg-width=\"1076\" tg-height=\"660\" width=\"100%\" height=\"auto\">...while still “short Gamma vs spot” in QQQ, but getting close to home (-$499.9mm, 2.6%ile, but flips positive above 372.16, which is mere basis points away).</p><p><blockquote>...虽然在 QQQ 中仍然是“短伽马与现货”，但已接近本土（-4.999 亿美元，2.6%，但在 372.16 上方转正，仅相差一个基点）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7526734cf7a311888f20d6e05bf4e1db\" tg-width=\"1118\" tg-height=\"682\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> It is this normalization in gamma that McElligott concludes sets us up for the<b>“stability now, big rally later”:</b>as stocks continue to rise, the positive feedback loop emerges as<b>the resumption of “long Gamma” stabilization from Dealers beget more overwriting/ options selling flow from the usual suspects,</b>which in turn leads to a reversal over the next few weeks out of what has been this local “<i>realized vol rallying up to implied”</i>dynamic that is behind much of the recent selling. When we do, expect to see the now traditional resumption of tighter daily ranges and lower rVol. Looking out; looking out 2 weeks to 1 month is when he expects \"lumpy re-allocation flows from Vol Control types\" who also join the bullish fray and the slow, steady and never-ending meltup makes a triumphal return.</p><p><blockquote>麦切利戈特得出结论，正是这种伽马归一化为我们奠定了基础<b>“现在稳定，以后大反弹”：</b>随着股票持续上涨，正反馈循环出现<b>交易商恢复“长伽马”稳定会引发更多来自通常嫌疑人的超额认购/期权卖出流，</b>这反过来又会导致未来几周内当地局势发生逆转。<i>意识到vol集结到暗示”</i>近期大部分抛售背后的动力。当我们这样做时，预计会看到现在传统的更紧的每日范围和更低的rVol的恢复。向外看；展望 2 周到 1 个月，他预计“来自音量控制类型的重新分配流”也会加入看涨战斗，而缓慢、稳定且永无止境的融化将凯旋而归。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c45fadc10cc8f22a26f544c6da3fcfd0\" tg-width=\"484\" tg-height=\"199\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/nomura-reveals-flow-know-markets-reverse-selling-big-rally\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/nomura-reveals-flow-know-markets-reverse-selling-big-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136813013","content_text":"In the end, despite a generally unexpected upward shift in the FOMC dots which pushed the median 2022 dot to indicate one rate hike next year (and another 2 each in 2023 and 2024), the outcome was not nearly the \"hawkish surprise\" that Nomura'sCharlie McElligott warnedcould tip the market sharply lower... or higher (especially since the market believes that the Fed will end its hiking plans well before they are fully executed, giving the Fed just 1% of breathing room).\nCommenting on the FOMC announcement this morning, the Nomura quant summarized it as a“low surprises” yet still incrementally more \"hawkish\" Fed:\n\nNovember taper in-line\nTaper length marginal surprise with goal to end mid-year, but still implies near the “expected” $10B / $5B per month reduction\nWhere a more “hawkish” dot plot is being viewed somewhat skeptically by the market on account of “a lot of hikes in a short period of time” with 6.5 hikes by end ’24, in addition to upcoming voter / non-voter member turnover which muddles dovish / hawkish balances of voters\nContinued “both sides of mouth” language from Powell, yet again going out of his way to separate the “end of tapering” from the beginning of rate hikes, while noting the policy rate as still accommodative)\n\nAll-in, McElligott called the announcement a “low surprise” Fed, which cleared us of “event-risk” while avoiding any sort of “(hawkish) Rate Shock,” as 10Y yields continue their chop inside the well-established range \"despite obvious impacts on curves of course, as front (Reds) through belly reprices further, while long end / duration rallied and closed at best levels on the day—because ultimately, taking multple steps closer to removing accomodation ultimately means “tighter financial conditions” that will moderate the economy down the road.\"\nIndeed, one look at the 10Y year today suggests that the market is finally waking up with the 10Y surging to 1.40%, the first time since July.\n\nSo with a removal of the primary catalyst for larger rate volatility, the Nomura strategist notes this also \"further closes the recent (and awesome) “window for volatility expansion” within the Equities Vol complex, which opened around last week’s Op-Ex cycle turn, and brought with it incredible (and long-awaited) Vol / Stock movement (SPX -4.1% in 3 days hi / lo).\"\nThis then takes us back to a point McElligott has made repeatedly in recent days, namely the “conditioned per back-test”appearance of“reflexive vol sellers”in arresting the crescendoing US Equities selloff peaking which were cratering Monday afternoon, which materialized most notably in the form of Put sellers harvesting rich downside Vols into the accelerating drawdown, in addition to funds monetizing their actual downside hedges, both of which Nomura pointed out beforecreated lots of Delta to buy in the process which then rallied the tape off the lows into the closing bounce\nHowever, in a notable departure from this downside Vol harvesting and hedge monetization, one small, baby-step positive development observed by Nomura is that theSPX Put Skew has come off that prior 99.9%ile “boil”and inflected  into something at least a touch less extreme, with McElligott now seeing SPX 1m Put Skew @ 96.8%ile / 3m Put Skew @ 96.9%ile, down from near record highs.\nAdditionally, the bank continues to seemore profit-taking from “long vol” positions in the VIX ETN space,with the Net (long) Vega position over the past week having decreased by 8.1mm as traders monetized into the Vol spike.\nPerhaps most notably, we have also witnessed saw the appearance of some rare buyers of equity upside vol yesterday into the rally, when about an hour into yesterday’s US cash session, 3 large SPY Call Spreads traded,creating ~$1 billion of Delta to buy across aggregated hedges:\n\nBuyer of 43k SPY Oct 443/452 Call Spreads for $3.89 (463M delta, 670k vega)\nBuyer of 32k SPY Nov 448/460 Call Spreads for $4.36 (236M delta, 635k vega)\nBuyer of 26k SPY Dec 31st 448/470 Call Spreads for $7.91 (263M delta, 900k vega)\n\nThere were several other bullish expressions, including someone taking bullish shots in the \"utterly left-for-dead\" China, with FXI Jan 42 Calls bought and the sale of 7700 EEM Jan 51 Puts.\nYet despite the return of such scattered bullish flows, McElligott notes thatthere remains much angst in the Vol space(Skew still roofed as downside demand remaining extreme), versus still “pervasive skepticism” towards broad Equities upside index / ETF / sectors / industries (Call Skew still nuked)\n\nSPX (Mega-Cap US Eq) 1m Skew 98.8%ile, 3m Skew 99.1%ile; vs no upside love, with 1m Call Skew 0.5%ile, 3m Call Skew 1.3%ile\nQQQ (Nasdaq / Secular Growth / Tech) 1m Skew 99.0%ile, 3m Skew 96.7%ile; while 1m Call Skew just nowhere at 0.8%ile, 3m Call Skew 4.4%ile\nIWM (Russell / Small Cap) 1m Skew 86.6%ile; no love for upside tho with 1m Call Skew 16.5%ile\nFXI (China) 1m Skew 92.8%ile, 3m Skew 82.9%ile; but still seeing negligible desire for upside with 1m Call Skew 14.5%ile\nFWIW, the only “upside tail” / bid to Call Skew remains parked in those “inflation sensitive” idiosycratic spots like OIH / XOP / XLE / SMH\n\n\nLooking at this latest flow menu, McElligott notes that the bottom line here is that \"we are seeing *some* normalization in select vol metrics (e.g. term structure in SPX and QQQ, or aforementioned “off the worst” levels in extreme Put Skew)…but we continue to price-in “stress” and definitely not giving anything close to an “all clear” just yet.\" This dynamic matters because it will continue to “drag up” trailing realized volwhich can then continue to both constrain VaR/lead to netting- and gross-down behavior as well as drive further near-term de-allocation pressure from Vol Control.\n\nIndeed, and in keeping with McElligott's recent warning that vol-control has a lot to sell here, his Vol Control model estimates a sale of $9.8B SPX futs yesterday from the universe, in aggregate bringing total selling to $20.2B over the past 2 weeks.\nYet while vol-control rebalancing flows remain a bearish concern, dealer Gamma is turning increasingly favorable.\nTo be sure, we saw the impact of the still-extreme negative Dealer Gamma vs spot across SPX SPY, QQQ and IWM in the +2% rally off the yesterday morning lows, with what McElligott dubbed “spastic” accelerant flow which required more buying the higher spot went.\nBut now that spot is higher and billions in Delta has been added, the market is in a far more comfortable spot; indeed,the latest options positioning analytics now shows that SPX / SPY Dealers are back in a more stable “long Gamma vs spot” position ($1.8B, 33.7%ile, flips below 4371)...\n...while still “short Gamma vs spot” in QQQ, but getting close to home (-$499.9mm, 2.6%ile, but flips positive above 372.16, which is mere basis points away).\n\nIt is this normalization in gamma that McElligott concludes sets us up for the“stability now, big rally later”:as stocks continue to rise, the positive feedback loop emerges asthe resumption of “long Gamma” stabilization from Dealers beget more overwriting/ options selling flow from the usual suspects,which in turn leads to a reversal over the next few weeks out of what has been this local “realized vol rallying up to implied”dynamic that is behind much of the recent selling. When we do, expect to see the now traditional resumption of tighter daily ranges and lower rVol. Looking out; looking out 2 weeks to 1 month is when he expects \"lumpy re-allocation flows from Vol Control types\" who also join the bullish fray and the slow, steady and never-ending meltup makes a triumphal return.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891305933,"gmtCreate":1628326988222,"gmtModify":1633751631668,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087560374473260","authorIdStr":"4087560374473260"},"themes":[],"title":"","htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891305933","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893661349,"gmtCreate":1628260017181,"gmtModify":1633752154655,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087560374473260","authorIdStr":"4087560374473260"},"themes":[],"title":"","htmlText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893661349","repostId":"1195593033","repostType":4,"isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893682109,"gmtCreate":1628259712201,"gmtModify":1633752159009,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087560374473260","authorIdStr":"4087560374473260"},"themes":[],"title":"","htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893682109","repostId":"1181051774","repostType":4,"repost":{"id":"1181051774","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":1628251057,"share":"https://www.laohunote.com/m/news/1181051774?lang=zh_CN&edition=full","pubTime":"2021-08-06 19:57","market":"us","language":"en","title":"Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181051774","media":"Tiger Newspress","summary":"Payrolls data exceed estimates; U.S. index futures mixed.\nNonfarm payrolls increase 943,000 in July ","content":"<p><ul>  <li>Payrolls data exceed estimates; U.S. index futures mixed.</li>  <li><b>Nonfarm payrolls increase 943,000 in July vs. 845,000 estimate.</b></li>  <li>Futures : Dow &nbsp;up&nbsp;0.04%, S&amp;P up&nbsp;0.03%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> down&nbsp;0.12%.</li>  <li>Oil prices rose on Friday.</li>  <li>Didi Global,&nbsp;Beyond Meat,&nbsp;Virgin Galactic&nbsp;made&nbsp;the&nbsp;biggest moves premarket.</li> </ul> <i><b>(Update: Aug 6, 2021 at 08:41 a.m. ET)</b></i></p><p><blockquote><ul><li>就业数据超出预期；美国指数期货涨跌互现。</li><li><b>7 月份非农就业人数增加 94.3 万人，而预期为 84.5 万人。</b></li><li>期货：道琼斯指数上涨0.04%，标准普尔指数上涨0.03%，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌0.12%。</li><li>周五油价上涨。</li><li>滴滴全球、Beyond Meat、维珍银河在上市前做出了最大的动作。</li></ul><i><b>（更新时间：美国东部时间 2021 年 8 月 6 日上午 08:41）</b></i></blockquote></p><p> (Aug 6)&nbsp;U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.</p><p><blockquote>（8月6日）美国周五，在季度收益和就业报告发布之前，股票期货出现波动，这些报告将深入了解商业活动的步伐和经济反弹。</blockquote></p><p> At 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&amp;P 500 E-minis were up 1.5&nbsp;points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.</p><p><blockquote>美国东部时间上午 08:41，道琼斯电子迷你指数上涨 13 点，即 0.04%，标普500电子迷你指数上涨 1.5 点，即 0.03%，纳斯达克 100 电子迷你指数下跌 17.75 点，即 0.12%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be7901a56ec3778de82d93af12829dfd\" tg-width=\"1242\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>1)&nbsp;Canopy Growth(CGC)</b> – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.</p><p><blockquote><b>1)冠层生长(CGC)</b>- 由于大麻需求上升和成本削减，这家加拿大大麻生产商公布了意外的季度利润，该公司股价盘前上涨了 1.9%。尽管收入低于华尔街的预测，但这一增长还是出现了。</blockquote></p><p> <b>2)&nbsp;Gannett(GCI) </b>– The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.</p><p><blockquote><b>2)甘尼特(GCI)</b>– 《今日美国》出版商最新季度每股收益为 10 美分，而预测为每股亏损 36 美分。收入也超出了华尔街的预期。该公司的数字用户数量较去年同期增长了 41%，股价在盘前上涨了 6.3%。</blockquote></p><p> <b>3)&nbsp;DraftKings(DKNG)</b> – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.</p><p><blockquote><b>3) DraftKings（DKNG）</b>- 这家体育博彩公司公布的季度利润和收入好于预期，并上调了全年收入预期，其股价盘前大涨 3.5%。DraftKings在许多关键指标上都取得了显著进步，包括每个用户的月收入增长了26%。</blockquote></p><p> <b>4)&nbsp;Novavax(NVAX)</b> – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.</p><p><blockquote><b>4）诺瓦瓦克斯（NVAX）</b>– Novavax 股价在盘前交易中暴跌 11.7%，此前该制药商表示将推迟到第四季度寻求其 Covid-19 疫苗的紧急使用授权。Novavax 的亏损也超出预期，收入低于华尔街预测。</blockquote></p><p> <b>5)&nbsp;Didi Global(DIDI)</b> – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.</p><p><blockquote><b>5）滴滴全球（DIDI）</b>– 彭博社报道称，这家总部位于中国的打车公司滴滴正在考虑放弃对其数据的控制权，以帮助解决中国政府的监管调查，此后滴滴在盘前股价上涨了 4.1%。</blockquote></p><p> <b>6)&nbsp;Zillow Group(ZG)</b> - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.</p><p><blockquote><b>6) Zillow集团(ZG)</b>- Zillow 公布的调整后季度收益为每股 44 美分，比预期高出 20 美分，这家房地产网站运营商的收入也高于预期。Zillow 还给出了乐观的增长预测，因为它扩大了房屋翻转业务的规模，并表示预计本季度销售额将首次超过 20 亿美元。Zillow 盘前上涨 1.8%。</blockquote></p><p> <b>7)&nbsp;Virgin Galactic(SPCE)</b> – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.</p><p><blockquote><b>7) 维珍银河 (SPCE)</b>– 维珍银河最新季度每股亏损 39 美分，比预期高出 6 美分，尽管这家太空飞行公司报告的收入确实远好于预期。它还宣布将以45万美元及以上的价格出售太空旅游航班的座位。该股在盘前交易中上涨 3.1%。</blockquote></p><p> <b>8)&nbsp;Beyond Meat(BYND)</b> – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.</p><p><blockquote><b>8) Beyond Meat（BYND）</b>– Beyond Meat公布季度每股亏损 31 美分，比预期扩大 7 美分，盘前下跌 3.7%。这家植物性肉类替代品制造商的收入确实高于华尔街的预期，但由于与 Covid 相关的不确定性，客户的订单 “更加保守 ”，该公司给出了谨慎的前景。</blockquote></p><p> <b>9)&nbsp;Dropbox(DBX) </b>– Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.</p><p><blockquote><b>9) Dropbox(DBX)</b>- Dropbox 股价在盘前交易中上涨了 3.5%，调整后每股收益为 40 美分，超出预期 7 美分，这家云存储公司的收入也高于预期。</blockquote></p><p> <b>10)&nbsp;Cornerstone OnDemand(CSOD) </b>– Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.</p><p><blockquote><b>10) Cornerstone OnDemand(CSOD)</b>– Cornerstone 同意被私募股权公司 Clearlake Capital Group 收购。Clearlake 将向这家云计算公司支付约 38 亿美元，即每股 57.50 美元现金。Cornerstone 盘前飙升 13.3%。</blockquote></p><p> <b>11)&nbsp;Zynga(ZNGA) </b>– Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.</p><p><blockquote><b>11) Zynga(ZNGA)</b>– Zynga 股价在盘前暴跌 15.8%，此前这家移动游戏公司给出了令人失望的全年预测，预计游戏行业将放缓。Zynga 还公布调整后每股季度收益为 4 美分，比预期低 5 美分，收入也低于预期。</blockquote></p><p> <b>12)&nbsp;Carvana(CVNA) </b>– Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.</p><p><blockquote><b>12) 大篷车（CVNA）</b>– 在线二手车零售商 Carvana 公布最新季度首次意外盈利后，其股价在盘前交易中上涨 11.3%。该公司的收入也大大超出了分析师的预测。总体而言，自去年疫情爆发以来，汽车销售需求蓬勃发展。</blockquote></p><p></p><p> <b>13)&nbsp;Yelp(YELP)</b> – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.</p><p><blockquote><b>13）Yelp</b>– Yelp 最新季度每股收益为 5 美分，而市场普遍预测为每股亏损 9 美分。这家在线评论网站运营商还公布了好于预期的收入，并随着广告收入持续走强，上调了全年预测。股价在盘前交易中飙升 12.9%。</blockquote></p><p> <b>In FX,</b> the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .</p><p><blockquote><b>在外汇中，</b>彭博美元现货指数上涨0.2%；在美国主要就业数据公布之前，美元反弹，这些数据将使人们关注美联储的政策前景，因为官员们评级削减债券购买规模。美元兑所有 G-10 货币走强，欧元和挪威克朗跌幅最大。包括克里斯-特纳（Chris Turner）在内的荷兰国际集团（ING）分析师表示：“今天强劲的美国就业数据应该会让美国货币市场利率继续回到7月初的高点。这应该会支撑美元兑日元和欧元的低收益货币。”周四公布的美国初请失业金人数第二周下降，这激发了人们对强劲就业数据的预期，而忽略了ADP的巨大就业人数缺口。据外汇交易员称，短期账户将澳元/美元空头头寸纳入报告。泰铢领跌新兴市场货币，象征着世界一些国家冠状病毒感染和死亡人数的激增如何打击了人们对其货币和经济的信心。土耳其里拉连续第四天下跌 0.8%。</blockquote></p><p> “EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”</p><p><blockquote>“包括延斯-纳尔维格-佩德森（Jens Naervig Pedersen）在内的丹麦银行分析师表示：”随着美国短期利率在非农就业前逐步走高，欧元/美元正跌向 1.18。“随着下周CPI数据的公布，劳动力市场的持续走强加上通胀上升，这对货币政策前景至关重要，美联储副主席克拉里达最近关于缩减规模和加息的鹰派言论就证明了这一点。”</blockquote></p><p> <b>In rates, </b>treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.&nbsp; Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.</p><p><blockquote><b>在费率上，</b>美国国债在曲线的长端交投强劲，美国东部时间早上 6 点过后不久，超长期债券期货出现大规模抛售，导致看跌走势延长。10年期国债收益率升至1.255%左右，当日下跌3.2个基点，表现不佳的国债收益率下跌1.5个基点；2S10和5S30的长端led损失在当天扩大了2.3个基点和1.6个基点。随着期货走低，亚洲时段也出现了一些抛售，导致在美国东部时间上午8:30公布7月就业报告之前，长端收益率下跌了4个基点。</blockquote></p><p> <b>In commodities,</b> oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.</p><p><blockquote><b>在大宗商品方面，</b>油价周五上涨，但在本周早些时候因 COVID-19 病例增加和美国原油库存意外增加而下跌后，油价仍有望创下 10 月份以来的最大单周跌幅。WTI原油为每桶69.99美元，上涨0.47%。布伦特原油交易价格为每桶72.22美元，上涨1.29%。美元走强和收益率上升的潜力损害了黄金，现货价格下跌 0.41%，至 1,796.52 美元。全球第二大加密货币以太币在对其底层以太币区块链进行重大软件升级后，每天下跌 3%，预计这将稳定交易费用并减少代币供应。</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>Toplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的顶线</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; 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}\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\">\nToplines Before US Market Open On Friday<blockquote>周五美国市场开盘前的顶线</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\">2021-08-06 19:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Payrolls data exceed estimates; U.S. index futures mixed.</li>  <li><b>Nonfarm payrolls increase 943,000 in July vs. 845,000 estimate.</b></li>  <li>Futures : Dow &nbsp;up&nbsp;0.04%, S&amp;P up&nbsp;0.03%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> down&nbsp;0.12%.</li>  <li>Oil prices rose on Friday.</li>  <li>Didi Global,&nbsp;Beyond Meat,&nbsp;Virgin Galactic&nbsp;made&nbsp;the&nbsp;biggest moves premarket.</li> </ul> <i><b>(Update: Aug 6, 2021 at 08:41 a.m. ET)</b></i></p><p><blockquote><ul><li>就业数据超出预期；美国指数期货涨跌互现。</li><li><b>7 月份非农就业人数增加 94.3 万人，而预期为 84.5 万人。</b></li><li>期货：道琼斯指数上涨0.04%，标准普尔指数上涨0.03%，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌0.12%。</li><li>周五油价上涨。</li><li>滴滴全球、Beyond Meat、维珍银河在上市前做出了最大的动作。</li></ul><i><b>（更新时间：美国东部时间 2021 年 8 月 6 日上午 08:41）</b></i></blockquote></p><p> (Aug 6)&nbsp;U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.</p><p><blockquote>（8月6日）美国周五，在季度收益和就业报告发布之前，股票期货出现波动，这些报告将深入了解商业活动的步伐和经济反弹。</blockquote></p><p> At 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&amp;P 500 E-minis were up 1.5&nbsp;points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.</p><p><blockquote>美国东部时间上午 08:41，道琼斯电子迷你指数上涨 13 点，即 0.04%，标普500电子迷你指数上涨 1.5 点，即 0.03%，纳斯达克 100 电子迷你指数下跌 17.75 点，即 0.12%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/be7901a56ec3778de82d93af12829dfd\" tg-width=\"1242\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>1)&nbsp;Canopy Growth(CGC)</b> – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.</p><p><blockquote><b>1)冠层生长(CGC)</b>- 由于大麻需求上升和成本削减，这家加拿大大麻生产商公布了意外的季度利润，该公司股价盘前上涨了 1.9%。尽管收入低于华尔街的预测，但这一增长还是出现了。</blockquote></p><p> <b>2)&nbsp;Gannett(GCI) </b>– The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.</p><p><blockquote><b>2)甘尼特(GCI)</b>– 《今日美国》出版商最新季度每股收益为 10 美分，而预测为每股亏损 36 美分。收入也超出了华尔街的预期。该公司的数字用户数量较去年同期增长了 41%，股价在盘前上涨了 6.3%。</blockquote></p><p> <b>3)&nbsp;DraftKings(DKNG)</b> – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.</p><p><blockquote><b>3) DraftKings（DKNG）</b>- 这家体育博彩公司公布的季度利润和收入好于预期，并上调了全年收入预期，其股价盘前大涨 3.5%。DraftKings在许多关键指标上都取得了显著进步，包括每个用户的月收入增长了26%。</blockquote></p><p> <b>4)&nbsp;Novavax(NVAX)</b> – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.</p><p><blockquote><b>4）诺瓦瓦克斯（NVAX）</b>– Novavax 股价在盘前交易中暴跌 11.7%，此前该制药商表示将推迟到第四季度寻求其 Covid-19 疫苗的紧急使用授权。Novavax 的亏损也超出预期，收入低于华尔街预测。</blockquote></p><p> <b>5)&nbsp;Didi Global(DIDI)</b> – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.</p><p><blockquote><b>5）滴滴全球（DIDI）</b>– 彭博社报道称，这家总部位于中国的打车公司滴滴正在考虑放弃对其数据的控制权，以帮助解决中国政府的监管调查，此后滴滴在盘前股价上涨了 4.1%。</blockquote></p><p> <b>6)&nbsp;Zillow Group(ZG)</b> - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.</p><p><blockquote><b>6) Zillow集团(ZG)</b>- Zillow 公布的调整后季度收益为每股 44 美分，比预期高出 20 美分，这家房地产网站运营商的收入也高于预期。Zillow 还给出了乐观的增长预测，因为它扩大了房屋翻转业务的规模，并表示预计本季度销售额将首次超过 20 亿美元。Zillow 盘前上涨 1.8%。</blockquote></p><p> <b>7)&nbsp;Virgin Galactic(SPCE)</b> – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.</p><p><blockquote><b>7) 维珍银河 (SPCE)</b>– 维珍银河最新季度每股亏损 39 美分，比预期高出 6 美分，尽管这家太空飞行公司报告的收入确实远好于预期。它还宣布将以45万美元及以上的价格出售太空旅游航班的座位。该股在盘前交易中上涨 3.1%。</blockquote></p><p> <b>8)&nbsp;Beyond Meat(BYND)</b> – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.</p><p><blockquote><b>8) Beyond Meat（BYND）</b>– Beyond Meat公布季度每股亏损 31 美分，比预期扩大 7 美分，盘前下跌 3.7%。这家植物性肉类替代品制造商的收入确实高于华尔街的预期，但由于与 Covid 相关的不确定性，客户的订单 “更加保守 ”，该公司给出了谨慎的前景。</blockquote></p><p> <b>9)&nbsp;Dropbox(DBX) </b>– Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.</p><p><blockquote><b>9) Dropbox(DBX)</b>- Dropbox 股价在盘前交易中上涨了 3.5%，调整后每股收益为 40 美分，超出预期 7 美分，这家云存储公司的收入也高于预期。</blockquote></p><p> <b>10)&nbsp;Cornerstone OnDemand(CSOD) </b>– Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.</p><p><blockquote><b>10) Cornerstone OnDemand(CSOD)</b>– Cornerstone 同意被私募股权公司 Clearlake Capital Group 收购。Clearlake 将向这家云计算公司支付约 38 亿美元，即每股 57.50 美元现金。Cornerstone 盘前飙升 13.3%。</blockquote></p><p> <b>11)&nbsp;Zynga(ZNGA) </b>– Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.</p><p><blockquote><b>11) Zynga(ZNGA)</b>– Zynga 股价在盘前暴跌 15.8%，此前这家移动游戏公司给出了令人失望的全年预测，预计游戏行业将放缓。Zynga 还公布调整后每股季度收益为 4 美分，比预期低 5 美分，收入也低于预期。</blockquote></p><p> <b>12)&nbsp;Carvana(CVNA) </b>– Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.</p><p><blockquote><b>12) 大篷车（CVNA）</b>– 在线二手车零售商 Carvana 公布最新季度首次意外盈利后，其股价在盘前交易中上涨 11.3%。该公司的收入也大大超出了分析师的预测。总体而言，自去年疫情爆发以来，汽车销售需求蓬勃发展。</blockquote></p><p></p><p> <b>13)&nbsp;Yelp(YELP)</b> – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.</p><p><blockquote><b>13）Yelp</b>– Yelp 最新季度每股收益为 5 美分，而市场普遍预测为每股亏损 9 美分。这家在线评论网站运营商还公布了好于预期的收入，并随着广告收入持续走强，上调了全年预测。股价在盘前交易中飙升 12.9%。</blockquote></p><p> <b>In FX,</b> the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .</p><p><blockquote><b>在外汇中，</b>彭博美元现货指数上涨0.2%；在美国主要就业数据公布之前，美元反弹，这些数据将使人们关注美联储的政策前景，因为官员们评级削减债券购买规模。美元兑所有 G-10 货币走强，欧元和挪威克朗跌幅最大。包括克里斯-特纳（Chris Turner）在内的荷兰国际集团（ING）分析师表示：“今天强劲的美国就业数据应该会让美国货币市场利率继续回到7月初的高点。这应该会支撑美元兑日元和欧元的低收益货币。”周四公布的美国初请失业金人数第二周下降，这激发了人们对强劲就业数据的预期，而忽略了ADP的巨大就业人数缺口。据外汇交易员称，短期账户将澳元/美元空头头寸纳入报告。泰铢领跌新兴市场货币，象征着世界一些国家冠状病毒感染和死亡人数的激增如何打击了人们对其货币和经济的信心。土耳其里拉连续第四天下跌 0.8%。</blockquote></p><p> “EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”</p><p><blockquote>“包括延斯-纳尔维格-佩德森（Jens Naervig Pedersen）在内的丹麦银行分析师表示：”随着美国短期利率在非农就业前逐步走高，欧元/美元正跌向 1.18。“随着下周CPI数据的公布，劳动力市场的持续走强加上通胀上升，这对货币政策前景至关重要，美联储副主席克拉里达最近关于缩减规模和加息的鹰派言论就证明了这一点。”</blockquote></p><p> <b>In rates, </b>treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.&nbsp; Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.</p><p><blockquote><b>在费率上，</b>美国国债在曲线的长端交投强劲，美国东部时间早上 6 点过后不久，超长期债券期货出现大规模抛售，导致看跌走势延长。10年期国债收益率升至1.255%左右，当日下跌3.2个基点，表现不佳的国债收益率下跌1.5个基点；2S10和5S30的长端led损失在当天扩大了2.3个基点和1.6个基点。随着期货走低，亚洲时段也出现了一些抛售，导致在美国东部时间上午8:30公布7月就业报告之前，长端收益率下跌了4个基点。</blockquote></p><p> <b>In commodities,</b> oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.</p><p><blockquote><b>在大宗商品方面，</b>油价周五上涨，但在本周早些时候因 COVID-19 病例增加和美国原油库存意外增加而下跌后，油价仍有望创下 10 月份以来的最大单周跌幅。WTI原油为每桶69.99美元，上涨0.47%。布伦特原油交易价格为每桶72.22美元，上涨1.29%。美元走强和收益率上升的潜力损害了黄金，现货价格下跌 0.41%，至 1,796.52 美元。全球第二大加密货币以太币在对其底层以太币区块链进行重大软件升级后，每天下跌 3%，预计这将稳定交易费用并减少代币供应。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181051774","content_text":"Payrolls data exceed estimates; U.S. index futures mixed.\nNonfarm payrolls increase 943,000 in July vs. 845,000 estimate.\nFutures : Dow  up 0.04%, S&P up 0.03%, Nasdaq down 0.12%.\nOil prices rose on Friday.\nDidi Global, Beyond Meat, Virgin Galactic made the biggest moves premarket.\n\n(Update: Aug 6, 2021 at 08:41 a.m. ET)\n(Aug 6) U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.\nAt 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&P 500 E-minis were up 1.5 points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.\n\nStocks making the biggest moves premarket:\n1) Canopy Growth(CGC) – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.\n2) Gannett(GCI) – The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.\n3) DraftKings(DKNG) – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.\n4) Novavax(NVAX) – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.\n5) Didi Global(DIDI) – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.\n6) Zillow Group(ZG) - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.\n7) Virgin Galactic(SPCE) – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.\n8) Beyond Meat(BYND) – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.\n9) Dropbox(DBX) – Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.\n10) Cornerstone OnDemand(CSOD) – Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.\n11) Zynga(ZNGA) – Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.\n12) Carvana(CVNA) – Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.\n13) Yelp(YELP) – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.\nIn FX, the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .\n“EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”\nIn rates, treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.  Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.\nIn commodities, oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152830756,"gmtCreate":1625279686075,"gmtModify":1633941813902,"author":{"id":"4087560374473260","authorId":"4087560374473260","name":"NeshiNeo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087560374473260","authorIdStr":"4087560374473260"},"themes":[],"title":"","htmlText":"Testing","listText":"Testing","text":"Testing","images":[{"img":"https://static.tigerbbs.com/bc641e260a36c8a4be38c9776bfaf862","width":"1080","height":"2187"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152830756","isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}