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yoongmy
2022-01-17
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2021-12-28
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2021-12-27
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Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>
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2021-12-26
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2021-12-25
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2021-12-20
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Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>
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2021-12-19
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yoongmy
2021-12-16
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@MillionaireTiger:The Final Countdown: SP500 or Nasdaq?
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2021-11-20
分析很到位
@思辨财经:老虎财报热评:阿里减速,是暂时还是长期?
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2021-09-27
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@爱投学院:几只值得购买的电子游戏股推荐!
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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698776869","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4096":"电气部件与设备","SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源","BK4541":"氢能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698545393,"gmtCreate":1640480271899,"gmtModify":1640480272200,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691330203","repostId":"1111567016","repostType":4,"isVote":1,"tweetType":1,"viewCount":3865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693928176,"gmtCreate":1639963049399,"gmtModify":1639963049666,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693928176","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMX":"车美仕",".IXIC":"NASDAQ Composite","PAYX":"沛齐","CTAS":"信达思","MU":"美光科技",".SPX":"S&P 500 Index","GIS":"通用磨坊",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"MU":0.9,".DJI":0.9,"PAYX":0.9,"CTAS":0.9,".SPX":0.9,".IXIC":0.9,"GIS":0.9,"KMX":0.9}},"isVote":1,"tweetType":1,"viewCount":3674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693098858,"gmtCreate":1639921552334,"gmtModify":1639921552598,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693098858","repostId":"2192099879","repostType":4,"isVote":1,"tweetType":1,"viewCount":2955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690121755,"gmtCreate":1639648219377,"gmtModify":1639648219642,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"final countdown","listText":"final countdown","text":"final countdown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690121755","repostId":"604670714","repostType":1,"repost":{"id":604670714,"gmtCreate":1639394369736,"gmtModify":1639406323729,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"The Final Countdown: SP500 or Nasdaq?","htmlText":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","listText":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","text":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The $DJIA(.DJI)$ led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the $S&P 500(.SPX)$ solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the $NASDAQ(.IXIC)$, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","images":[{"img":"https://static.tigerbbs.com/5c3f2fd540897fac1b407dda12a885ad","width":"815","height":"815"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604670714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872042554,"gmtCreate":1637381169178,"gmtModify":1637381169549,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"分析很到位","listText":"分析很到位","text":"分析很到位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872042554","repostId":"872001825","repostType":1,"repost":{"id":872001825,"gmtCreate":1637371275252,"gmtModify":1637415499428,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571026833038682","authorIdStr":"3571026833038682"},"themes":[],"title":"老虎财报热评:阿里减速,是暂时还是长期?","htmlText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","listText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","text":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","images":[{"img":"https://static.tigerbbs.com/184e2b0add4b5cb790be8007bb474f79","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/12d9827d47de7018d9d186df2ffdbb05","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/b136505fb7949b63457e11bfddd5af93","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872001825","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866092383,"gmtCreate":1632709685042,"gmtModify":1632798388410,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549930380211206","authorIdStr":"3549930380211206"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866092383","repostId":"868775613","repostType":1,"repost":{"id":868775613,"gmtCreate":1632708621332,"gmtModify":1744960738452,"author":{"id":"3540166583692073","authorId":"3540166583692073","name":"爱投学院","avatar":"https://static.tigerbbs.com/8def4c9b37e078bb8f8421d71f6603d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540166583692073","authorIdStr":"3540166583692073"},"themes":[],"title":"几只值得购买的电子游戏股推荐!","htmlText":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","listText":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","text":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。$Take-Two Interactive Software(TTWO)$ 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","images":[{"img":"https://static.tigerbbs.com/9db0ac24c3789a3e14c6f075ac7488a2","width":"730","height":"467"},{"img":"https://static.tigerbbs.com/de227e7bb4de08e65b07cc3c1e99b78f","width":"1267","height":"786"},{"img":"https://static.tigerbbs.com/b76d2c9380eca2319328133fbe28935a","width":"1003","height":"786"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868775613","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":696130767,"gmtCreate":1640647746960,"gmtModify":1640647747264,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698656636","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":2981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698776869,"gmtCreate":1640566943819,"gmtModify":1640567186957,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698776869","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohu8.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会观察:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周中回归,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4096":"电气部件与设备","SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源","BK4541":"氢能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693928176,"gmtCreate":1639963049399,"gmtModify":1639963049666,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693928176","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohu8.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>Nike、Micron、黑莓、CarMax等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市以庆祝圣诞节。假期前,Nike和Micron Technology将于周一发布报告,黑莓和通用磨坊将于周二发布报告,CarMax、Cintas和Paychex将于周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一,世界大型企业联合会将公布11月份领先经济指数,随后将于周三公布12月份消费者信心指数。</blockquote></p><p> On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四,经济分析局将公布11月份个人收入和消费支出。消费者收入预计将增长0.6%,而支出预计将增长0.5%。美联储首选的通胀指标核心PCE物价指数预计11月份将飙升4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四,人口普查局发布了11月份耐用品报告,这将为了解经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的11月份现房销售和周四公布的11月份新房销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>星期一12/20</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>世界大型企业联合会</b>发布11月份领先经济指数。普遍估计读数为119,比10月份的水平高出0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为5%,2022年增长率较慢但仍强劲的2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>星期二12/21</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>星期三12/22</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份现房销售。经济学家预测,经季节调整后的房屋销售量年率为640万套,略高于10月份,为年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas和Paychex评级召开会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度GDP的第三次也是最终估计。经济学家预测,经季节调整后的年增长率为2.1%,与11月的第二次估计持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>世界大型企业联合会</b>发布12月份消费者信心指数。预期读数为110,与11月数据大致持平。该指数比今年6月达到的大流行后峰值低15%,原因是对价格上涨以及较小程度上对Covid-19变种的担忧。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至12月18日当周首次申请失业救济人数。11月和12月平均每周申请失业救济人数为225,667人,最终达到了大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份新房销售。市场普遍估计,经季节调整后的新单户住宅年增长率为77万套,比10月份增加2.5万套。10月份售出的新房销售价格中位数为40.77万美元,而平均销售价格为47.78万美元——均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%,消费每月增长0.5%。相比之下,10月份的涨幅分别为0.5%和1.3%。美联储首选的通胀指标核心PCE价格指数10月份同比上涨4.1%,为1991年以来最快增速。预计11月份将飙升4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用品新订单预计将增长2.1%,达到2656亿美元。不包括运输,新订单预计将增长0.6%,而10月份为增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>星期五12/24</b></blockquote></p><p> <b>U.S. equity</b> and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股票</b>固定收益市场因圣诞节而休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMX":"车美仕",".IXIC":"NASDAQ Composite","PAYX":"沛齐","CTAS":"信达思","MU":"美光科技",".SPX":"S&P 500 Index","GIS":"通用磨坊",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"MU":0.9,".DJI":0.9,"PAYX":0.9,"CTAS":0.9,".SPX":0.9,".IXIC":0.9,"GIS":0.9,"KMX":0.9}},"isVote":1,"tweetType":1,"viewCount":3674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693098858,"gmtCreate":1639921552334,"gmtModify":1639921552598,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691536663","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":3318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691330203,"gmtCreate":1640134505703,"gmtModify":1640134506004,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691330203","repostId":"1111567016","repostType":4,"isVote":1,"tweetType":1,"viewCount":3865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866092383,"gmtCreate":1632709685042,"gmtModify":1632798388410,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866092383","repostId":"868775613","repostType":1,"repost":{"id":868775613,"gmtCreate":1632708621332,"gmtModify":1744960738452,"author":{"id":"3540166583692073","authorId":"3540166583692073","name":"爱投学院","avatar":"https://static.tigerbbs.com/8def4c9b37e078bb8f8421d71f6603d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540166583692073","idStr":"3540166583692073"},"themes":[],"title":"几只值得购买的电子游戏股推荐!","htmlText":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","listText":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。<a target=\"_blank\" href=\"https://laohu8.com/S/TTWO\">$Take-Two Interactive Software(TTWO)$</a> 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","text":"视频游戏股票已经走了很长一段路。从最早的乒乓球到今天最复杂的虚拟现实游戏,视频游戏几十年来一直吸引着公众的注意力。电子游戏几乎覆盖了所有人群,可以说每个人都至少拥有一款吸引他们的电子游戏。对于铁杆游戏玩家来说,这可能是在线玩《使命召唤》。对于体育迷来说,可能是 NBA 2k 或 Madden。对于公司时钟打孔器,它甚至可以是在线纸牌或弹球。就我个人而言,它是 Super Smash Bros. 和 Mario Kart。既然电子游戏如此受欢迎,那么2019 年全球电子游戏市场的价值为 1510 亿美元也就不足为奇了。这个数字也很可能在 2020 年飙升,当时人们被迫在室内连续呆几个小时。没什么可做的,电子游戏是打发时间的明显选择。因此,一位视频游戏 CEO认为,未来视频游戏的总可寻址市场 (TAM) 将比 Covid 之前更大。那么所有这些是否意味着视频游戏股票应该成为您投资组合的关键部分?也许!让我们来看看一些值得购买的顶级视频游戏股票。最值得购买的电子游戏股票注意:我不是财务顾问,只是提供我自己的研究和评论。在做出任何投资决定之前,请自行进行尽职调查。Take-Two 互动软件(纳斯达克股票代码:TTWO)在查看要购买的顶级视频游戏股票时,该行业有三个主要参与者。收入第三大的是位于纽约市的Take-Two Interactive Software。$Take-Two Interactive Software(TTWO)$ 拥有两大出版品牌 ROCKSTAR 和 2K。在这两个品牌之间,它拥有受欢迎的特许经营权,例如: 侠盗猎车手 赤色亡灵 午夜俱乐部 欺负 马克思佩恩 生化奇兵 NBA 2K 无主之地 值得注意的是,它最近聘请了 700 名新开发人员","images":[{"img":"https://static.tigerbbs.com/9db0ac24c3789a3e14c6f075ac7488a2","width":"730","height":"467"},{"img":"https://static.tigerbbs.com/de227e7bb4de08e65b07cc3c1e99b78f","width":"1267","height":"786"},{"img":"https://static.tigerbbs.com/b76d2c9380eca2319328133fbe28935a","width":"1003","height":"786"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868775613","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697159962,"gmtCreate":1642381797182,"gmtModify":1642381797492,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"like please ","listText":"like please ","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697159962","repostId":"2203192728","repostType":4,"isVote":1,"tweetType":1,"viewCount":4209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690121755,"gmtCreate":1639648219377,"gmtModify":1639648219642,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"final countdown","listText":"final countdown","text":"final countdown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690121755","repostId":"604670714","repostType":1,"repost":{"id":604670714,"gmtCreate":1639394369736,"gmtModify":1639406323729,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"The Final Countdown: SP500 or Nasdaq?","htmlText":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","listText":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$DJIA(.DJI)$</a> led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$S&P 500(.SPX)$</a> solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$NASDAQ(.IXIC)$</a>, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","text":"Hey Tigers! How is your weekend! 🎄🎄🎄 Stocks gained some much-needed reprieve this week, with most major indexes rising over 3%. The $DJIA(.DJI)$ led the indexes, notching a 3.86% gain this week. With a 3.6% rise this week, the $S&P 500(.SPX)$ solidified itself as the strongest index of the year — it’s up 27.3% YTD. The only index even close is the $NASDAQ(.IXIC)$, which is up 23.1% YTD. S&P 500 closes at an all-time high for the 67th time this year. Source: Twitter However,&nb","images":[{"img":"https://static.tigerbbs.com/5c3f2fd540897fac1b407dda12a885ad","width":"815","height":"815"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604670714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872042554,"gmtCreate":1637381169178,"gmtModify":1637381169549,"author":{"id":"3549930380211206","authorId":"3549930380211206","name":"yoongmy","avatar":"https://static.tigerbbs.com/f68cb0713ff3e95f667ad0d4db12e9cb","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549930380211206","idStr":"3549930380211206"},"themes":[],"htmlText":"分析很到位","listText":"分析很到位","text":"分析很到位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872042554","repostId":"872001825","repostType":1,"repost":{"id":872001825,"gmtCreate":1637371275252,"gmtModify":1637415499428,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571026833038682","idStr":"3571026833038682"},"themes":[],"title":"老虎财报热评:阿里减速,是暂时还是长期?","htmlText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","listText":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","text":"概括总结当下阿里是非常不容易的,看空和看多似乎都有充分的理由,从舆论到我与朋友的私下辩论都是相当激烈。 看空者认为,这是一家红利不再的公司,多年来精心构筑的护城河已被短视频,被对手逐一攻破,拐点真的已现;看多者则认为,迄今为止阿里仍然是国内最大电商平台,一个行业的变革将是长期的,要以更加理性的态度看待企业,短期内阿里仍然是稳定的。 2021年Q3财报发布后,阿里美股大跌11个百分点,一时间悲观气氛重新占领上峰,阿里利空情绪蔓延在各类社交媒体中。 如今的阿里究竟怎么了,又真的要一泻千里了么?这几天我一直在追问自己,本文我们以核心零售为主要研究对象,看这家公司护城河是否真的那么不堪一击。 2021年Q3,阿里经营利润为150.06亿元,同比增长10%,但经调整后的EBITDA(息税折旧前收益)同比下降高达27%,达到348.4亿元,为多年来首次如此大幅度回调,悲观情绪由此蔓延。 那么究竟是何种因素造成的呢? 我们重点看核心零售的客户管理收入(包括广告费和佣金),见下图 在过去接近四年时间里,阿里核心电商收入增长整体处于平稳下行的周期内,这一方面有平台自身成长性的局限性问题,当平台成长至一定体量后增速变缓乃是必然规律(大基数效应),但另一方面我们也必须注意到2021年Q3该数字下滑力度确实幅度确实相当之大,过去仅有2020年Q1受疫情短暂冲击影响。 有评论将此原因归纳为:1.行业竞争的加剧,尤其是来自带货直播的冲击;2.受疫情影响,我国社消在Q3出现了较大的回调,对行业从业者带来极大的扰动。 在上图基础上,我们添加天猫GMV和社消的增长,见下图 从历史周期看,在过去相当长时间里,上述数据都遵循着:天猫GMV增长>客户管理收入增长>网上零售增长。也就是说天猫GMV跑赢了大盘,这又是阿里核心电商保持强劲增长主要原因。 在2021年Q1可以明显看到,阿里客户管理收入增长开始","images":[{"img":"https://static.tigerbbs.com/184e2b0add4b5cb790be8007bb474f79","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/12d9827d47de7018d9d186df2ffdbb05","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/b136505fb7949b63457e11bfddd5af93","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872001825","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}