+关注
eggyy
暂无个人介绍
IP属地:未知
16
关注
4
粉丝
0
主题
0
勋章
主贴
热门
eggyy
2021-03-25
wow
Another Space Stock Is Coming. Even Value Investors Will Like This One.<blockquote>另一只太空股即将上市。即使是价值投资者也会喜欢这个。</blockquote>
eggyy
2021-03-25
nice
抱歉,原内容已删除
eggyy
2021-02-26
like my comment thanks
抱歉,原内容已删除
eggyy
2021-02-14
wow
Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021 年最值得购买的股票?4 只值得关注的金融科技股</blockquote>
eggyy
2021-02-14
interesting!
抱歉,原内容已删除
eggyy
2021-02-10
wow scary! but diamond handzz
抱歉,原内容已删除
eggyy
2021-02-08
What is so nice about it? //
@Dawneelx
:Nice
抱歉,原内容已删除
eggyy
2021-02-08
A rollercoaster indeed!
Here’s What the GameStop Affair Has Taught Us<blockquote>游戏驿站事件教会了我们什么</blockquote>
eggyy
2021-02-08
$Sea Ltd(SE)$
Let’s goooooo
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3574754020017194","uuid":"3574754020017194","gmtCreate":1611659996451,"gmtModify":1612799067162,"name":"eggyy","pinyin":"eggyy","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":16,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.24","exceedPercentage":"60.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":358603013,"gmtCreate":1616682524532,"gmtModify":1634524569898,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358603013","repostId":"1183522787","repostType":4,"repost":{"id":"1183522787","kind":"news","pubTimestamp":1616680035,"share":"https://www.laohunote.com/m/news/1183522787?lang=zh_CN&edition=full","pubTime":"2021-03-25 21:47","market":"us","language":"en","title":"Another Space Stock Is Coming. Even Value Investors Will Like This One.<blockquote>另一只太空股即将上市。即使是价值投资者也会喜欢这个。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183522787","media":"Barrons","summary":"The space economy is heating up, and investors have another way to play the growing industry.On Thur","content":"<p>The space economy is heating up, and investors have another way to play the growing industry.</p><p><blockquote>太空经济正在升温,投资者有了另一种方式来玩转这个不断增长的行业。</blockquote></p><p>On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).</p><p><blockquote>周四,太空基础设施公司 Redwire 宣布计划通过与特殊目的收购公司 Genesis Park Acquisition(股票代码:GNPK)合并,成为一家上市公司。</blockquote></p><p>Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.</p><p><blockquote>Genesis Park 股票在盘前交易中上涨近 4%。相比之下,标准普尔 500 指数和道琼斯工业平均指数期货均小幅下跌。</blockquote></p><p>Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.</p><p><blockquote>Redwire 的 SPAC 合并是在 Mastra、Rocket Lab USA、BlackSky、AST & Science 和 Spire Global 宣布类似公告之后进行的。</blockquote></p><p>Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.</p><p><blockquote>然而,Redwire 与这些公司略有不同。这家太空基础设施公司不像 Rocket Lab 和 Astra 那样向太空发射东西,也不像 BlackSky、Spire 和 AST 那样运营一个由数百颗卫星组成的星座,将信息传输到地球。相反,Redwire 生产卫星通信天线和导航控制器、为卫星进入轨道做好准备的发射适配器,以及许多其他产品,包括太阳能电池阵列。</blockquote></p><p>Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.</p><p><blockquote>Redwire与众不同的另一件事是它现在有更多的销售额。该公司 2020 年的销售额约为 1.19 亿美元,2021 年销售额预计为 1.63 亿美元。此外,该公司去年还产生了正的自由现金流和净利润。</blockquote></p><p>By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.</p><p><blockquote>到 2025 年,该公司预计销售额将达到 14 亿美元,自由现金流将接近 2 亿美元。</blockquote></p><p>The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.</p><p><blockquote>SPAC 合并交易将为公司带来 1.7 亿美元,根据 Genesis Park 合并完成时的 6800 万股流通股计算,Redwire 股票的估值为 6.8 亿美元。相比之下,Rocket Lab 和 Astra 的市值分别约为 51 亿美元和 31 亿美元。AST、Spire 和 BlackSky 的市值分别约为 22 亿美元、16 亿美元和 15 亿美元。</blockquote></p><p>The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.</p><p><blockquote>较低的价值可能会使 Redwire 成为价值导向型投资者的选择,他们更喜欢今天的现金流,而不是未来预测的现金流。</blockquote></p><p><i>Barron’s</i>recentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.</p><p><blockquote><i>巴伦</i>最近写了一篇关于不断增长的太空经济的积极文章。我们选择了一只价值导向的股票,洛克希德·马丁公司(LMT),以及一个高增长、更具投机性的名字,Rocket Lab。太空对投资者来说将变得越来越重要,拥有一些太空投资是一个好主意。</blockquote></p><p>Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.</p><p><blockquote>Vector Acquisition (VACQ) 是与 Rocket Lab 合并的 SPAC。其股价本周下跌约 2%。洛克希德公司股价小幅上涨。相比之下,标准普尔指数下跌了 0.6%。</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>Another Space Stock Is Coming. Even Value Investors Will Like This One.<blockquote>另一只太空股即将上市。即使是价值投资者也会喜欢这个。</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\">\nAnother Space Stock Is Coming. Even Value Investors Will Like This One.<blockquote>另一只太空股即将上市。即使是价值投资者也会喜欢这个。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-25 21:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The space economy is heating up, and investors have another way to play the growing industry.</p><p><blockquote>太空经济正在升温,投资者有了另一种方式来玩转这个不断增长的行业。</blockquote></p><p>On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).</p><p><blockquote>周四,太空基础设施公司 Redwire 宣布计划通过与特殊目的收购公司 Genesis Park Acquisition(股票代码:GNPK)合并,成为一家上市公司。</blockquote></p><p>Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.</p><p><blockquote>Genesis Park 股票在盘前交易中上涨近 4%。相比之下,标准普尔 500 指数和道琼斯工业平均指数期货均小幅下跌。</blockquote></p><p>Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.</p><p><blockquote>Redwire 的 SPAC 合并是在 Mastra、Rocket Lab USA、BlackSky、AST & Science 和 Spire Global 宣布类似公告之后进行的。</blockquote></p><p>Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.</p><p><blockquote>然而,Redwire 与这些公司略有不同。这家太空基础设施公司不像 Rocket Lab 和 Astra 那样向太空发射东西,也不像 BlackSky、Spire 和 AST 那样运营一个由数百颗卫星组成的星座,将信息传输到地球。相反,Redwire 生产卫星通信天线和导航控制器、为卫星进入轨道做好准备的发射适配器,以及许多其他产品,包括太阳能电池阵列。</blockquote></p><p>Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.</p><p><blockquote>Redwire与众不同的另一件事是它现在有更多的销售额。该公司 2020 年的销售额约为 1.19 亿美元,2021 年销售额预计为 1.63 亿美元。此外,该公司去年还产生了正的自由现金流和净利润。</blockquote></p><p>By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.</p><p><blockquote>到 2025 年,该公司预计销售额将达到 14 亿美元,自由现金流将接近 2 亿美元。</blockquote></p><p>The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.</p><p><blockquote>SPAC 合并交易将为公司带来 1.7 亿美元,根据 Genesis Park 合并完成时的 6800 万股流通股计算,Redwire 股票的估值为 6.8 亿美元。相比之下,Rocket Lab 和 Astra 的市值分别约为 51 亿美元和 31 亿美元。AST、Spire 和 BlackSky 的市值分别约为 22 亿美元、16 亿美元和 15 亿美元。</blockquote></p><p>The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.</p><p><blockquote>较低的价值可能会使 Redwire 成为价值导向型投资者的选择,他们更喜欢今天的现金流,而不是未来预测的现金流。</blockquote></p><p><i>Barron’s</i>recentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.</p><p><blockquote><i>巴伦</i>最近写了一篇关于不断增长的太空经济的积极文章。我们选择了一只价值导向的股票,洛克希德·马丁公司(LMT),以及一个高增长、更具投机性的名字,Rocket Lab。太空对投资者来说将变得越来越重要,拥有一些太空投资是一个好主意。</blockquote></p><p>Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.</p><p><blockquote>Vector Acquisition (VACQ) 是与 Rocket Lab 合并的 SPAC。其股价本周下跌约 2%。洛克希德公司股价小幅上涨。相比之下,标准普尔指数下跌了 0.6%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/space-stock-redwire-spac-merger-51616678470?mod=RTA\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/space-stock-redwire-spac-merger-51616678470?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183522787","content_text":"The space economy is heating up, and investors have another way to play the growing industry.On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.Barron’srecentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.","news_type":1,"symbols_score_info":{".DJI":0.9,"GNPK":0.9,".SPX":0.9,".IXIC":0.9,"VACQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358872212,"gmtCreate":1616682306036,"gmtModify":1634524572290,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358872212","repostId":"1143042915","repostType":4,"isVote":1,"tweetType":1,"viewCount":1945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368228635,"gmtCreate":1614331116727,"gmtModify":1703476452609,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"like my comment thanks","listText":"like my comment thanks","text":"like my comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368228635","repostId":"1145712275","repostType":4,"isVote":1,"tweetType":1,"viewCount":3708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386721789,"gmtCreate":1613278324741,"gmtModify":1634554025578,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386721789","repostId":"1168862133","repostType":4,"repost":{"id":"1168862133","kind":"news","pubTimestamp":1613024272,"share":"https://www.laohunote.com/m/news/1168862133?lang=zh_CN&edition=full","pubTime":"2021-02-11 14:17","market":"us","language":"en","title":"Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021 年最值得购买的股票?4 只值得关注的金融科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168862133","media":"Nasdaq","summary":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat","content":"<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果你关注最新的比特币新闻,你可能会知道金融科技股现在正处于热门话题。这要归功于电动汽车巨头特斯拉(纳斯达克股票代码:TSLA)对加密货币的 15 亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也处于有利地位,可以加入加密货币热潮。这与金融科技股有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是让大多数公众能够接触到比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论从哪个角度来看,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所代码:MA)和美国运通(纽约证券交易所代码:AXP)等更传统的顶级金融科技股的股价大多已恢复到大流行前的水平。因此,投资者现在寻找最好的金融科技股是合乎逻辑的。读到这里,你可能会对自己投资这个行业感兴趣。如果您是,现在可以考虑以下四只金融科技股。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>值得关注的顶级金融科技股</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>首先是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 一月份新增比特币账户环比大幅增长 141%,比特币交易量环比大幅增长 323%。同样,MOGO 股价今年迄今已上涨超过 160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,两周前,Mogo收购了全球领先的数字支付解决方案提供商Carta。此举通过进入全球 2.5 万亿美元的支付市场,扩大了 Mogo 的潜在市场。此后,该公司上周通过 Carta 将业务扩展到日本。据 Mogo 称,此举是为了支持 TransferWise 在该国推出多币种借记卡。通过此举,Mogo继续扩大其在全球的市场覆盖范围,并似乎渴望充分利用其新收购的子公司。随着公司现在全力以赴,您会关注 MOGO 股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户提供了加密货币交易。上周,PayPal公布了创纪录的数据。第四季度,该公司的总支付量(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益也同期增长了两倍多。具体来说,冠捷的商户服务和 Venmo 应用程序分别增长了 42% 和 60%。随着PayPal乘着比特币和疫情的顺风,PYPL 股票继续飙升至更高的高度。自 3 月份低点以来,该股已上涨超过 230%,并于昨日收盘创下历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>首先,该公司似乎不会很快放缓。昨天,它宣布与全球商务解决方案提供商Digital River(DR)进行新的合作。总而言之,PayPal现在在 DR 的电子商务平台上为美国客户提供了一个新的 “稍后付款 ”选项。<i>“分4期付款”</i>该功能将允许客户分四次免息付款支付价格从30美元到600美元不等的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>另一家备受关注的顶级金融科技公司是 Square。除了与比特币相关的服务,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商户服务还是移动支付,Square 的产品都能与该领域的佼佼者竞争。对于门外汉,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年也出现了令人兴奋的增长。Square 报告称,该应用程序拥有 3000 万月活跃用户,最近一个季度的收入超过 20 亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ 股票过去一年涨幅超过 200%,并将继续给人留下深刻印象。随着目前对金融科技的关注,投资者能否继续在 SQ 股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面公布了惊人的数据。在 11 月份公布的第三季度财报中,该公司总收入同比增长 139%,手头现金同比增长 246%。具体来说,Cash App 的毛利润同比飙升 212%。综合考虑,在 Square 即将于 2 月 23 日发布财报之前,您会关注 SQ 股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是不容忽视的金融科技行业老手。目前,Green Dot 是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克代码:GOOGL)、优步(纽约证券交易所代码:UBER)和沃尔玛(纽约证券交易所代码:WMT)。同样令人印象深刻的是 GDOT 股票自 3 月份抛售以来增长了 220% 以上。随着 Green Dot 定于 2 月 22 日发布第四季度收益,我可以看到投资者正在密切关注 GDOT 股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一款新的移动银行,专注于满足三分之二的美国人的需求。<i>靠薪水生活</i>”.通过这种方式,绿点正在利用其丰富的行业经验,为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个动荡的时期吸引了消费者。此外,该公司上周任命了 Gyorgy Tomso 为新的首席技术官。首席执行官丹·亨利说:“<i>Gyorgy 是一位金融科技资深人士,他在领导金融服务公司技术战略方面拥有丰富的经验,这将有助于 Green Dot 发展成为一家领先的金融科技公司。</i>“这一切是否说服你把GDOT加入你的观察名单?</blockquote></p><p></p>","source":"lsy1603171495471","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>Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021 年最值得购买的股票?4 只值得关注的金融科技股</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\">\nBest Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021 年最值得购买的股票?4 只值得关注的金融科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-02-11 14:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果你关注最新的比特币新闻,你可能会知道金融科技股现在正处于热门话题。这要归功于电动汽车巨头特斯拉(纳斯达克股票代码:TSLA)对加密货币的 15 亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也处于有利地位,可以加入加密货币热潮。这与金融科技股有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是让大多数公众能够接触到比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论从哪个角度来看,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所代码:MA)和美国运通(纽约证券交易所代码:AXP)等更传统的顶级金融科技股的股价大多已恢复到大流行前的水平。因此,投资者现在寻找最好的金融科技股是合乎逻辑的。读到这里,你可能会对自己投资这个行业感兴趣。如果您是,现在可以考虑以下四只金融科技股。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>值得关注的顶级金融科技股</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>首先是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 一月份新增比特币账户环比大幅增长 141%,比特币交易量环比大幅增长 323%。同样,MOGO 股价今年迄今已上涨超过 160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,两周前,Mogo收购了全球领先的数字支付解决方案提供商Carta。此举通过进入全球 2.5 万亿美元的支付市场,扩大了 Mogo 的潜在市场。此后,该公司上周通过 Carta 将业务扩展到日本。据 Mogo 称,此举是为了支持 TransferWise 在该国推出多币种借记卡。通过此举,Mogo继续扩大其在全球的市场覆盖范围,并似乎渴望充分利用其新收购的子公司。随着公司现在全力以赴,您会关注 MOGO 股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户提供了加密货币交易。上周,PayPal公布了创纪录的数据。第四季度,该公司的总支付量(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益也同期增长了两倍多。具体来说,冠捷的商户服务和 Venmo 应用程序分别增长了 42% 和 60%。随着PayPal乘着比特币和疫情的顺风,PYPL 股票继续飙升至更高的高度。自 3 月份低点以来,该股已上涨超过 230%,并于昨日收盘创下历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>首先,该公司似乎不会很快放缓。昨天,它宣布与全球商务解决方案提供商Digital River(DR)进行新的合作。总而言之,PayPal现在在 DR 的电子商务平台上为美国客户提供了一个新的 “稍后付款 ”选项。<i>“分4期付款”</i>该功能将允许客户分四次免息付款支付价格从30美元到600美元不等的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>另一家备受关注的顶级金融科技公司是 Square。除了与比特币相关的服务,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商户服务还是移动支付,Square 的产品都能与该领域的佼佼者竞争。对于门外汉,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年也出现了令人兴奋的增长。Square 报告称,该应用程序拥有 3000 万月活跃用户,最近一个季度的收入超过 20 亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ 股票过去一年涨幅超过 200%,并将继续给人留下深刻印象。随着目前对金融科技的关注,投资者能否继续在 SQ 股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面公布了惊人的数据。在 11 月份公布的第三季度财报中,该公司总收入同比增长 139%,手头现金同比增长 246%。具体来说,Cash App 的毛利润同比飙升 212%。综合考虑,在 Square 即将于 2 月 23 日发布财报之前,您会关注 SQ 股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是不容忽视的金融科技行业老手。目前,Green Dot 是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克代码:GOOGL)、优步(纽约证券交易所代码:UBER)和沃尔玛(纽约证券交易所代码:WMT)。同样令人印象深刻的是 GDOT 股票自 3 月份抛售以来增长了 220% 以上。随着 Green Dot 定于 2 月 22 日发布第四季度收益,我可以看到投资者正在密切关注 GDOT 股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一款新的移动银行,专注于满足三分之二的美国人的需求。<i>靠薪水生活</i>”.通过这种方式,绿点正在利用其丰富的行业经验,为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个动荡的时期吸引了消费者。此外,该公司上周任命了 Gyorgy Tomso 为新的首席技术官。首席执行官丹·亨利说:“<i>Gyorgy 是一位金融科技资深人士,他在领导金融服务公司技术战略方面拥有丰富的经验,这将有助于 Green Dot 发展成为一家领先的金融科技公司。</i>“这一切是否说服你把GDOT加入你的观察名单?</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10\">Nasdaq</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168862133","content_text":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?\nWell, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.\nTop Fintech Stocks To Watch\n\nMogo Inc.(NASDAQ: MOGO)\nPayPal Holdings Inc.(NASDAQ: PYPL)\nSquare Inc.(NYSE: SQ)\nGreen Dot Corporation(NYSE: GDOT)\n\nMogo Inc.\nStarting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.\nFor starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?\nPayPal Holdings Inc.\nFollowing that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.\nFor one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.The “Pay in 4” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.\nSquare Inc.\nAnother top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?\nWell, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?\nGreen Dot Corporation\nUndoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.\nFor the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “living from paycheck to paycheck”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.” Has all this convinced you to add GDOT to your watchlist?","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386721250,"gmtCreate":1613278289770,"gmtModify":1634554025700,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"interesting!","listText":"interesting!","text":"interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386721250","repostId":"1179092967","repostType":4,"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381193852,"gmtCreate":1612941211676,"gmtModify":1703767188119,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"wow scary! but diamond handzz","listText":"wow scary! but diamond handzz","text":"wow scary! but diamond handzz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/381193852","repostId":"1117067138","repostType":2,"isVote":1,"tweetType":1,"viewCount":3762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389766163,"gmtCreate":1612799217152,"gmtModify":1703765289629,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"What is so nice about it? //<a href=\"https://laohu8.com/U/3566609078486065\">@Dawneelx</a>:Nice","listText":"What is so nice about it? //<a href=\"https://laohu8.com/U/3566609078486065\">@Dawneelx</a>:Nice","text":"What is so nice about it? //@Dawneelx:Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389766163","repostId":"1187584375","repostType":4,"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389763605,"gmtCreate":1612799030107,"gmtModify":1703765285666,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"A rollercoaster indeed! ","listText":"A rollercoaster indeed! ","text":"A rollercoaster indeed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389763605","repostId":"1195153829","repostType":4,"repost":{"id":"1195153829","kind":"news","pubTimestamp":1612781502,"share":"https://www.laohunote.com/m/news/1195153829?lang=zh_CN&edition=full","pubTime":"2021-02-08 18:51","market":"us","language":"en","title":"Here’s What the GameStop Affair Has Taught Us<blockquote>游戏驿站事件教会了我们什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195153829","media":"Barrons","summary":"This commentary was issued recently by money managers, research firms, and market newsletter writers","content":"<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>本评论由基金经理、研究公司和市场通讯撰稿人最近发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教导我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>市场领域资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2 月 4 日:说到做到,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构存托信托公司所发挥的关键作用和最终权力。这起事件的一个奇怪之处在于,有人试图将其描绘成某种形式的道德讨伐,或者说是 “小家伙 ”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将收获改变生活的资金,而另一些投资者将损失可能被证明具有同样影响力的资金一样。从这个意义上说,市场是一个精英统治,这与说市场在交付成果时总是公平的并不完全相同。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬杠杆对冲基金投资者大幅减少,但并未导致股市出现深度调整。标普500基本上尊重了 50 日移动平均线的支撑位,不需要下跌至 3600 点,而我们已将其设定为 “最坏情况 ”目标。纳斯达克 100 指数、罗素 2000 指数和摩根士丹利资本国际新兴市场指数无需触及相应的趋势支撑位,这三个指数在 1 月份都取得了正回报,而标普500则出现了小幅亏损。随后的反弹是快速而广泛的,正如对一个本质上既是技术性的又是短暂的催化剂的预期。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。长期牛市现在显示出演变成历史性狂热的迹象。这并不意味着市场高峰即将到来,但规范过程--什么是 “适当的 ”最终会受到极端情况的影响--意味着普通投资者承担的风险水平可能会大大高于科维德之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布拉克特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨,西尔弗!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2 月 4 日:周一,在 Reddit 购买狂潮中,白银飙升至 8 月份高点近 30 美元,引发火爆。无论如何,白银都很坚挺,而且一直表现良好,所以看好白银的人都知道自己在做什么。白银股也大幅上涨,虽然此后已经平静下来,但看起来波动性仍将伴随我们。自 12 月以来,白银一直保持在 15 周移动平均线上方,并将保持强势,保持在 25 美元上方。下一个要跨越的里程碑是 30 美元水平,这是本轮牛市的高点。如果明显断裂,另一条腿将在进行中。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转近期油价反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日见解</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但却损害了石油进口国的经济,而且往往具有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>中国就是这些动态的一个很好的例子。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种税收。此外,中国A股大量持有跑赢大盘科技股,而这些科技股并未从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨可靠地导致在岸国内市场下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京的谨慎政策导致中国股市大幅抛售。如今,中国经济增长再次放缓,中国政府正在大幅收紧监管,而中国人民银行正在耗尽流动性。因此,今年春天中国股市可能会出现大幅回调。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>发挥这些动态的一个较低辛烷值策略是相对于德国股票做多英国股票,同时支持隐性货币敞口。德国股市是跑输大盘能源,德国的石油消费全部依赖进口。与此同时,英国基准充满了能源股,英国仍然是一个石油生产国,即使它进口了部分石油(布伦特原油上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北地区提前获得经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary 和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>卡雷特信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>卡雷特资产管理公司</i></blockquote></p><p> carret.com</p><p><blockquote>卡雷特网</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。价差也创下历史新高。随着全球投资者纷纷寻求收入,低收益率并不令人意外。美联储为 “堕落天使 ”提供了支持,允许许多高收益(HY)公司以越来越低的利率进行再融资,并将即将到期的债券再延长一天。强劲的股市预测盈利反弹,疫苗将很快带来更光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享最近一项关于 HY 债券市场风险和回报的学术研究:乔治梅森大学最近发布了一份关于 HY 债券基金回报和相对于股票的波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动性为7.7%。同期,标普500的平均年化回报率为 7.8%,但波动性几乎是 14.5% 的两倍。结论:HY债券的总回报率接近美国股市,波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY 市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场蓬勃发展</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对于新兴市场股市来说是好年头。今年迄今为止,MSCI 新兴市场交易所交易基金 (EEM) 的股价上涨了约 8%,而 PDR S&P 500ETF(SPDR标普500指数ETF)的股价上涨了约 3%。自2008年金融危机以来,新兴市场集体严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么会推动资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计数据。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长将较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计 2021 年新兴市场 GDP 增长率为 3.9%,而发达市场为 1.6%。报告认为,中国和印度将推动国内生产总值增长,新兴市场的生产率和人力资本将逐步向发达市场水平靠拢。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>——克林特·佩克鲁尔</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>Here’s What the GameStop Affair Has Taught Us<blockquote>游戏驿站事件教会了我们什么</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\">\nHere’s What the GameStop Affair Has Taught Us<blockquote>游戏驿站事件教会了我们什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-08 18:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>本评论由基金经理、研究公司和市场通讯撰稿人最近发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教导我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>市场领域资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2 月 4 日:说到做到,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构存托信托公司所发挥的关键作用和最终权力。这起事件的一个奇怪之处在于,有人试图将其描绘成某种形式的道德讨伐,或者说是 “小家伙 ”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将收获改变生活的资金,而另一些投资者将损失可能被证明具有同样影响力的资金一样。从这个意义上说,市场是一个精英统治,这与说市场在交付成果时总是公平的并不完全相同。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬杠杆对冲基金投资者大幅减少,但并未导致股市出现深度调整。标普500基本上尊重了 50 日移动平均线的支撑位,不需要下跌至 3600 点,而我们已将其设定为 “最坏情况 ”目标。纳斯达克 100 指数、罗素 2000 指数和摩根士丹利资本国际新兴市场指数无需触及相应的趋势支撑位,这三个指数在 1 月份都取得了正回报,而标普500则出现了小幅亏损。随后的反弹是快速而广泛的,正如对一个本质上既是技术性的又是短暂的催化剂的预期。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。长期牛市现在显示出演变成历史性狂热的迹象。这并不意味着市场高峰即将到来,但规范过程--什么是 “适当的 ”最终会受到极端情况的影响--意味着普通投资者承担的风险水平可能会大大高于科维德之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布拉克特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨,西尔弗!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2 月 4 日:周一,在 Reddit 购买狂潮中,白银飙升至 8 月份高点近 30 美元,引发火爆。无论如何,白银都很坚挺,而且一直表现良好,所以看好白银的人都知道自己在做什么。白银股也大幅上涨,虽然此后已经平静下来,但看起来波动性仍将伴随我们。自 12 月以来,白银一直保持在 15 周移动平均线上方,并将保持强势,保持在 25 美元上方。下一个要跨越的里程碑是 30 美元水平,这是本轮牛市的高点。如果明显断裂,另一条腿将在进行中。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转近期油价反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日见解</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但却损害了石油进口国的经济,而且往往具有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>中国就是这些动态的一个很好的例子。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种税收。此外,中国A股大量持有跑赢大盘科技股,而这些科技股并未从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨可靠地导致在岸国内市场下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京的谨慎政策导致中国股市大幅抛售。如今,中国经济增长再次放缓,中国政府正在大幅收紧监管,而中国人民银行正在耗尽流动性。因此,今年春天中国股市可能会出现大幅回调。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>发挥这些动态的一个较低辛烷值策略是相对于德国股票做多英国股票,同时支持隐性货币敞口。德国股市是跑输大盘能源,德国的石油消费全部依赖进口。与此同时,英国基准充满了能源股,英国仍然是一个石油生产国,即使它进口了部分石油(布伦特原油上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北地区提前获得经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary 和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>卡雷特信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>卡雷特资产管理公司</i></blockquote></p><p> carret.com</p><p><blockquote>卡雷特网</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。价差也创下历史新高。随着全球投资者纷纷寻求收入,低收益率并不令人意外。美联储为 “堕落天使 ”提供了支持,允许许多高收益(HY)公司以越来越低的利率进行再融资,并将即将到期的债券再延长一天。强劲的股市预测盈利反弹,疫苗将很快带来更光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享最近一项关于 HY 债券市场风险和回报的学术研究:乔治梅森大学最近发布了一份关于 HY 债券基金回报和相对于股票的波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动性为7.7%。同期,标普500的平均年化回报率为 7.8%,但波动性几乎是 14.5% 的两倍。结论:HY债券的总回报率接近美国股市,波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY 市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场蓬勃发展</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对于新兴市场股市来说是好年头。今年迄今为止,MSCI 新兴市场交易所交易基金 (EEM) 的股价上涨了约 8%,而 PDR S&P 500ETF(SPDR标普500指数ETF)的股价上涨了约 3%。自2008年金融危机以来,新兴市场集体严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么会推动资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计数据。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长将较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计 2021 年新兴市场 GDP 增长率为 3.9%,而发达市场为 1.6%。报告认为,中国和印度将推动国内生产总值增长,新兴市场的生产率和人力资本将逐步向发达市场水平靠拢。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>——克林特·佩克鲁尔</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","GME":"游戏驿站",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195153829","content_text":"This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset Management\nmarketfield.com\nFeb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.\nWhat is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.\nThat it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.\n—Michael Shaoul, Timothy Brackett\nHeigh-Ho Silver!\nThe Aden Forecast Weekly Update\nThe Aden Forecast\nadenforecast.com\nFeb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.\n—Mary Anne and Pamela Aden\nHow to Play Oil’s Recent Rally\nDaily Insights\nBCA Research\nbcaresearch.com\nFeb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.\nA great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.\nA lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.\n—Mathieu Savary and Team\nHigh-Yield Opportunities\nCarret Credit Insight\nCarret Asset Mangaement\ncarret.com\nFeb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.\nWe want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.\n—Jason R. Graybill, Neil D. Klein\nEmerging Markets Blast Off\nPCM Report\nPeak Capital Management\npcmstrategies.com\nFeb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.\nWhat could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.\nIn its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.\n—Clint Pekrul","news_type":1,"symbols_score_info":{".SPX":0.9,"GME":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389792368,"gmtCreate":1612797419554,"gmtModify":1703765238356,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Let’s goooooo","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Let’s goooooo","text":"$Sea Ltd(SE)$Let’s goooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389792368","isVote":1,"tweetType":1,"viewCount":2504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":381193852,"gmtCreate":1612941211676,"gmtModify":1703767188119,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"wow scary! but diamond handzz","listText":"wow scary! but diamond handzz","text":"wow scary! but diamond handzz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/381193852","repostId":"1117067138","repostType":2,"isVote":1,"tweetType":1,"viewCount":3762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358872212,"gmtCreate":1616682306036,"gmtModify":1634524572290,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358872212","repostId":"1143042915","repostType":4,"isVote":1,"tweetType":1,"viewCount":1945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368228635,"gmtCreate":1614331116727,"gmtModify":1703476452609,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"like my comment thanks","listText":"like my comment thanks","text":"like my comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368228635","repostId":"1145712275","repostType":4,"isVote":1,"tweetType":1,"viewCount":3708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358603013,"gmtCreate":1616682524532,"gmtModify":1634524569898,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358603013","repostId":"1183522787","repostType":4,"repost":{"id":"1183522787","kind":"news","pubTimestamp":1616680035,"share":"https://www.laohunote.com/m/news/1183522787?lang=zh_CN&edition=full","pubTime":"2021-03-25 21:47","market":"us","language":"en","title":"Another Space Stock Is Coming. Even Value Investors Will Like This One.<blockquote>另一只太空股即将上市。即使是价值投资者也会喜欢这个。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183522787","media":"Barrons","summary":"The space economy is heating up, and investors have another way to play the growing industry.On Thur","content":"<p>The space economy is heating up, and investors have another way to play the growing industry.</p><p><blockquote>太空经济正在升温,投资者有了另一种方式来玩转这个不断增长的行业。</blockquote></p><p>On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).</p><p><blockquote>周四,太空基础设施公司 Redwire 宣布计划通过与特殊目的收购公司 Genesis Park Acquisition(股票代码:GNPK)合并,成为一家上市公司。</blockquote></p><p>Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.</p><p><blockquote>Genesis Park 股票在盘前交易中上涨近 4%。相比之下,标准普尔 500 指数和道琼斯工业平均指数期货均小幅下跌。</blockquote></p><p>Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.</p><p><blockquote>Redwire 的 SPAC 合并是在 Mastra、Rocket Lab USA、BlackSky、AST & Science 和 Spire Global 宣布类似公告之后进行的。</blockquote></p><p>Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.</p><p><blockquote>然而,Redwire 与这些公司略有不同。这家太空基础设施公司不像 Rocket Lab 和 Astra 那样向太空发射东西,也不像 BlackSky、Spire 和 AST 那样运营一个由数百颗卫星组成的星座,将信息传输到地球。相反,Redwire 生产卫星通信天线和导航控制器、为卫星进入轨道做好准备的发射适配器,以及许多其他产品,包括太阳能电池阵列。</blockquote></p><p>Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.</p><p><blockquote>Redwire与众不同的另一件事是它现在有更多的销售额。该公司 2020 年的销售额约为 1.19 亿美元,2021 年销售额预计为 1.63 亿美元。此外,该公司去年还产生了正的自由现金流和净利润。</blockquote></p><p>By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.</p><p><blockquote>到 2025 年,该公司预计销售额将达到 14 亿美元,自由现金流将接近 2 亿美元。</blockquote></p><p>The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.</p><p><blockquote>SPAC 合并交易将为公司带来 1.7 亿美元,根据 Genesis Park 合并完成时的 6800 万股流通股计算,Redwire 股票的估值为 6.8 亿美元。相比之下,Rocket Lab 和 Astra 的市值分别约为 51 亿美元和 31 亿美元。AST、Spire 和 BlackSky 的市值分别约为 22 亿美元、16 亿美元和 15 亿美元。</blockquote></p><p>The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.</p><p><blockquote>较低的价值可能会使 Redwire 成为价值导向型投资者的选择,他们更喜欢今天的现金流,而不是未来预测的现金流。</blockquote></p><p><i>Barron’s</i>recentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.</p><p><blockquote><i>巴伦</i>最近写了一篇关于不断增长的太空经济的积极文章。我们选择了一只价值导向的股票,洛克希德·马丁公司(LMT),以及一个高增长、更具投机性的名字,Rocket Lab。太空对投资者来说将变得越来越重要,拥有一些太空投资是一个好主意。</blockquote></p><p>Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.</p><p><blockquote>Vector Acquisition (VACQ) 是与 Rocket Lab 合并的 SPAC。其股价本周下跌约 2%。洛克希德公司股价小幅上涨。相比之下,标准普尔指数下跌了 0.6%。</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>Another Space Stock Is Coming. Even Value Investors Will Like This One.<blockquote>另一只太空股即将上市。即使是价值投资者也会喜欢这个。</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\">\nAnother Space Stock Is Coming. Even Value Investors Will Like This One.<blockquote>另一只太空股即将上市。即使是价值投资者也会喜欢这个。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-25 21:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The space economy is heating up, and investors have another way to play the growing industry.</p><p><blockquote>太空经济正在升温,投资者有了另一种方式来玩转这个不断增长的行业。</blockquote></p><p>On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).</p><p><blockquote>周四,太空基础设施公司 Redwire 宣布计划通过与特殊目的收购公司 Genesis Park Acquisition(股票代码:GNPK)合并,成为一家上市公司。</blockquote></p><p>Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.</p><p><blockquote>Genesis Park 股票在盘前交易中上涨近 4%。相比之下,标准普尔 500 指数和道琼斯工业平均指数期货均小幅下跌。</blockquote></p><p>Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.</p><p><blockquote>Redwire 的 SPAC 合并是在 Mastra、Rocket Lab USA、BlackSky、AST & Science 和 Spire Global 宣布类似公告之后进行的。</blockquote></p><p>Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.</p><p><blockquote>然而,Redwire 与这些公司略有不同。这家太空基础设施公司不像 Rocket Lab 和 Astra 那样向太空发射东西,也不像 BlackSky、Spire 和 AST 那样运营一个由数百颗卫星组成的星座,将信息传输到地球。相反,Redwire 生产卫星通信天线和导航控制器、为卫星进入轨道做好准备的发射适配器,以及许多其他产品,包括太阳能电池阵列。</blockquote></p><p>Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.</p><p><blockquote>Redwire与众不同的另一件事是它现在有更多的销售额。该公司 2020 年的销售额约为 1.19 亿美元,2021 年销售额预计为 1.63 亿美元。此外,该公司去年还产生了正的自由现金流和净利润。</blockquote></p><p>By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.</p><p><blockquote>到 2025 年,该公司预计销售额将达到 14 亿美元,自由现金流将接近 2 亿美元。</blockquote></p><p>The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.</p><p><blockquote>SPAC 合并交易将为公司带来 1.7 亿美元,根据 Genesis Park 合并完成时的 6800 万股流通股计算,Redwire 股票的估值为 6.8 亿美元。相比之下,Rocket Lab 和 Astra 的市值分别约为 51 亿美元和 31 亿美元。AST、Spire 和 BlackSky 的市值分别约为 22 亿美元、16 亿美元和 15 亿美元。</blockquote></p><p>The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.</p><p><blockquote>较低的价值可能会使 Redwire 成为价值导向型投资者的选择,他们更喜欢今天的现金流,而不是未来预测的现金流。</blockquote></p><p><i>Barron’s</i>recentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.</p><p><blockquote><i>巴伦</i>最近写了一篇关于不断增长的太空经济的积极文章。我们选择了一只价值导向的股票,洛克希德·马丁公司(LMT),以及一个高增长、更具投机性的名字,Rocket Lab。太空对投资者来说将变得越来越重要,拥有一些太空投资是一个好主意。</blockquote></p><p>Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.</p><p><blockquote>Vector Acquisition (VACQ) 是与 Rocket Lab 合并的 SPAC。其股价本周下跌约 2%。洛克希德公司股价小幅上涨。相比之下,标准普尔指数下跌了 0.6%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/space-stock-redwire-spac-merger-51616678470?mod=RTA\">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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/space-stock-redwire-spac-merger-51616678470?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183522787","content_text":"The space economy is heating up, and investors have another way to play the growing industry.On Thursday, space infrastructure company Redwire announced plans to become a publicly traded company by merging with special purpose acquisition company Genesis Park Acquisition (ticker: GNPK).Genesis Park stock rose almost 4% in premarket trading.S&P 500andDow Jones Industrial Averagefutures, for comparison, are both down slightly.Redwire’s SPAC merger follows similarannouncements fromAstra, Rocket Lab USA, BlackSky, AST & Science, and Spire Global.Redwire, however, is a little different from those firms. The space infrastructure company doesn’t launch things into space like Rocket Lab and Astra, or operate a constellation of hundreds of satellites beaming information down to earth like BlackSky, Spire, and AST. Instead, Redwire makes communication antennas and navigation controls for satellites, launch adapters to ready satellites for their trip into orbit, as well as many other products, including solar arrays.Another thing that makes Redwire different is that it has more sales right now. The company generated about$119 million in salesin 2020, and 2021 sales are projected to be $163 million. What’s more, the company generated positive free cash flow and net income this past year.By 2025, the company projects $1.4 billion in sales and almost $200 million in free cash flow.The SPAC merger deal will bring $170 million into company coffers and values Redwire stock at $680 million, based on the 68 million shares outstanding when the Genesis Park merger wraps up. In comparison, Rocket Lab and Astra have market capitalizations of about $5.1 billion and $3.1 billion, respectively. AST, Spire, and BlackSky market capitalizations are roughly $2.2 billion, $1.6 billion and $1.5 billion, respectively.The lower value might make Redwire an option for value-oriented investors, who prefer cash flow today over cash flow projected far in the future.Barron’srecentlywrote positivelyabout the growing space economy. We picked one value-oriented stock,Lockheed Martin(LMT), along with a high-growth, more speculative name, Rocket Lab. Space is going to grow in importance for investors and having some space exposure is a good idea.Vector Acquisition(VACQ) is the SPAC merging with Rocket Lab. Its shares are down about 2% this week. Lockheed shares are up slightly. The S&P, for comparison, has dropped 0.6%.","news_type":1,"symbols_score_info":{".DJI":0.9,"GNPK":0.9,".SPX":0.9,".IXIC":0.9,"VACQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386721250,"gmtCreate":1613278289770,"gmtModify":1634554025700,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"interesting!","listText":"interesting!","text":"interesting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386721250","repostId":"1179092967","repostType":4,"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389763605,"gmtCreate":1612799030107,"gmtModify":1703765285666,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"A rollercoaster indeed! ","listText":"A rollercoaster indeed! ","text":"A rollercoaster indeed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389763605","repostId":"1195153829","repostType":4,"repost":{"id":"1195153829","kind":"news","pubTimestamp":1612781502,"share":"https://www.laohunote.com/m/news/1195153829?lang=zh_CN&edition=full","pubTime":"2021-02-08 18:51","market":"us","language":"en","title":"Here’s What the GameStop Affair Has Taught Us<blockquote>游戏驿站事件教会了我们什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195153829","media":"Barrons","summary":"This commentary was issued recently by money managers, research firms, and market newsletter writers","content":"<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>本评论由基金经理、研究公司和市场通讯撰稿人最近发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教导我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>市场领域资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2 月 4 日:说到做到,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构存托信托公司所发挥的关键作用和最终权力。这起事件的一个奇怪之处在于,有人试图将其描绘成某种形式的道德讨伐,或者说是 “小家伙 ”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将收获改变生活的资金,而另一些投资者将损失可能被证明具有同样影响力的资金一样。从这个意义上说,市场是一个精英统治,这与说市场在交付成果时总是公平的并不完全相同。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬杠杆对冲基金投资者大幅减少,但并未导致股市出现深度调整。标普500基本上尊重了 50 日移动平均线的支撑位,不需要下跌至 3600 点,而我们已将其设定为 “最坏情况 ”目标。纳斯达克 100 指数、罗素 2000 指数和摩根士丹利资本国际新兴市场指数无需触及相应的趋势支撑位,这三个指数在 1 月份都取得了正回报,而标普500则出现了小幅亏损。随后的反弹是快速而广泛的,正如对一个本质上既是技术性的又是短暂的催化剂的预期。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。长期牛市现在显示出演变成历史性狂热的迹象。这并不意味着市场高峰即将到来,但规范过程--什么是 “适当的 ”最终会受到极端情况的影响--意味着普通投资者承担的风险水平可能会大大高于科维德之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布拉克特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨,西尔弗!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2 月 4 日:周一,在 Reddit 购买狂潮中,白银飙升至 8 月份高点近 30 美元,引发火爆。无论如何,白银都很坚挺,而且一直表现良好,所以看好白银的人都知道自己在做什么。白银股也大幅上涨,虽然此后已经平静下来,但看起来波动性仍将伴随我们。自 12 月以来,白银一直保持在 15 周移动平均线上方,并将保持强势,保持在 25 美元上方。下一个要跨越的里程碑是 30 美元水平,这是本轮牛市的高点。如果明显断裂,另一条腿将在进行中。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转近期油价反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日见解</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但却损害了石油进口国的经济,而且往往具有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>中国就是这些动态的一个很好的例子。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种税收。此外,中国A股大量持有跑赢大盘科技股,而这些科技股并未从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨可靠地导致在岸国内市场下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京的谨慎政策导致中国股市大幅抛售。如今,中国经济增长再次放缓,中国政府正在大幅收紧监管,而中国人民银行正在耗尽流动性。因此,今年春天中国股市可能会出现大幅回调。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>发挥这些动态的一个较低辛烷值策略是相对于德国股票做多英国股票,同时支持隐性货币敞口。德国股市是跑输大盘能源,德国的石油消费全部依赖进口。与此同时,英国基准充满了能源股,英国仍然是一个石油生产国,即使它进口了部分石油(布伦特原油上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北地区提前获得经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary 和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>卡雷特信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>卡雷特资产管理公司</i></blockquote></p><p> carret.com</p><p><blockquote>卡雷特网</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。价差也创下历史新高。随着全球投资者纷纷寻求收入,低收益率并不令人意外。美联储为 “堕落天使 ”提供了支持,允许许多高收益(HY)公司以越来越低的利率进行再融资,并将即将到期的债券再延长一天。强劲的股市预测盈利反弹,疫苗将很快带来更光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享最近一项关于 HY 债券市场风险和回报的学术研究:乔治梅森大学最近发布了一份关于 HY 债券基金回报和相对于股票的波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动性为7.7%。同期,标普500的平均年化回报率为 7.8%,但波动性几乎是 14.5% 的两倍。结论:HY债券的总回报率接近美国股市,波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY 市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场蓬勃发展</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对于新兴市场股市来说是好年头。今年迄今为止,MSCI 新兴市场交易所交易基金 (EEM) 的股价上涨了约 8%,而 PDR S&P 500ETF(SPDR标普500指数ETF)的股价上涨了约 3%。自2008年金融危机以来,新兴市场集体严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么会推动资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计数据。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长将较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计 2021 年新兴市场 GDP 增长率为 3.9%,而发达市场为 1.6%。报告认为,中国和印度将推动国内生产总值增长,新兴市场的生产率和人力资本将逐步向发达市场水平靠拢。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>——克林特·佩克鲁尔</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>Here’s What the GameStop Affair Has Taught Us<blockquote>游戏驿站事件教会了我们什么</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\">\nHere’s What the GameStop Affair Has Taught Us<blockquote>游戏驿站事件教会了我们什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-08 18:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.</i></p><p><blockquote><i>本评论由基金经理、研究公司和市场通讯撰稿人最近发表,并由《巴伦周刊》编辑。</i></blockquote></p><p> What GameStop Taught Us</p><p><blockquote>游戏驿站教导我们的</blockquote></p><p> <i>The Weekly Speculator</i></p><p><blockquote><i>每周投机者</i></blockquote></p><p> <i>Marketfield Asset Management</i></p><p><blockquote><i>市场领域资产管理</i></blockquote></p><p> marketfield.com</p><p><blockquote>marketfield.com</blockquote></p><p> Feb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.</p><p><blockquote>2 月 4 日:说到做到,GameStop(股票代码:GME)事件最持久的影响之一将是让许多市场参与者了解清算机构存托信托公司所发挥的关键作用和最终权力。这起事件的一个奇怪之处在于,有人试图将其描绘成某种形式的道德讨伐,或者说是 “小家伙 ”报复华尔街的机会。事实是,一些大投资者损失了大量资金,而另一些投资者则获得了丰厚的回报,就像一些小投资者将收获改变生活的资金,而另一些投资者将损失可能被证明具有同样影响力的资金一样。从这个意义上说,市场是一个精英统治,这与说市场在交付成果时总是公平的并不完全相同。</blockquote></p><p> What is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.</p><p><blockquote>同样清楚的是,1月下旬杠杆对冲基金投资者大幅减少,但并未导致股市出现深度调整。标普500基本上尊重了 50 日移动平均线的支撑位,不需要下跌至 3600 点,而我们已将其设定为 “最坏情况 ”目标。纳斯达克 100 指数、罗素 2000 指数和摩根士丹利资本国际新兴市场指数无需触及相应的趋势支撑位,这三个指数在 1 月份都取得了正回报,而标普500则出现了小幅亏损。随后的反弹是快速而广泛的,正如对一个本质上既是技术性的又是短暂的催化剂的预期。</blockquote></p><p> That it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.</p><p><blockquote>这不是一件完全积极或无关紧要的事情。长期牛市现在显示出演变成历史性狂热的迹象。这并不意味着市场高峰即将到来,但规范过程--什么是 “适当的 ”最终会受到极端情况的影响--意味着普通投资者承担的风险水平可能会大大高于科维德之前。</blockquote></p><p> —Michael Shaoul, Timothy Brackett</p><p><blockquote>——迈克尔·绍尔、蒂莫西·布拉克特</blockquote></p><p> Heigh-Ho Silver!</p><p><blockquote>嗨,西尔弗!</blockquote></p><p> <i>The Aden Forecast Weekly Update</i></p><p><blockquote><i>亚丁预报每周更新</i></blockquote></p><p> <i>The Aden Forecast</i></p><p><blockquote><i>亚丁预报</i></blockquote></p><p> adenforecast.com</p><p><blockquote>adenforecast.com</blockquote></p><p> Feb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.</p><p><blockquote>2 月 4 日:周一,在 Reddit 购买狂潮中,白银飙升至 8 月份高点近 30 美元,引发火爆。无论如何,白银都很坚挺,而且一直表现良好,所以看好白银的人都知道自己在做什么。白银股也大幅上涨,虽然此后已经平静下来,但看起来波动性仍将伴随我们。自 12 月以来,白银一直保持在 15 周移动平均线上方,并将保持强势,保持在 25 美元上方。下一个要跨越的里程碑是 30 美元水平,这是本轮牛市的高点。如果明显断裂,另一条腿将在进行中。保持你的白银和白银份额头寸。</blockquote></p><p> —Mary Anne and Pamela Aden</p><p><blockquote>——玛丽·安妮和帕梅拉·亚丁</blockquote></p><p> How to Play Oil’s Recent Rally</p><p><blockquote>如何玩转近期油价反弹</blockquote></p><p> <i>Daily Insights</i></p><p><blockquote><i>每日见解</i></blockquote></p><p> <i>BCA Research</i></p><p><blockquote><i>BCA研究</i></blockquote></p><p> <i>bcaresearch.com</i></p><p><blockquote><i>bcaresearch.com</i></blockquote></p><p> Feb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.</p><p><blockquote>2月4日:最近的油价上涨将对能源市场以外的资产价格产生影响。虽然油价上涨有利于石油出口国,但却损害了石油进口国的经济,而且往往具有滞后性。</blockquote></p><p> A great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.</p><p><blockquote>中国就是这些动态的一个很好的例子。中国经济是石油进口大国;因此,油价上涨是对中国经济增长的一种税收。此外,中国A股大量持有跑赢大盘科技股,而这些科技股并未从能源价格上涨中受益。事实上,在过去四年中,布伦特原油价格上涨可靠地导致在岸国内市场下跌约三个月。目前的设置让人想起2018年初。当时,在油价开始上涨后,中国A股已经上涨了几个月。最终,中国经济增长放缓和北京的谨慎政策导致中国股市大幅抛售。如今,中国经济增长再次放缓,中国政府正在大幅收紧监管,而中国人民银行正在耗尽流动性。因此,今年春天中国股市可能会出现大幅回调。</blockquote></p><p> A lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.</p><p><blockquote>发挥这些动态的一个较低辛烷值策略是相对于德国股票做多英国股票,同时支持隐性货币敞口。德国股市是跑输大盘能源,德国的石油消费全部依赖进口。与此同时,英国基准充满了能源股,英国仍然是一个石油生产国,即使它进口了部分石油(布伦特原油上涨对英国经济的税收相对较小)。作为一个附带好处,英镑兑欧元非常便宜,而且英国的疫苗接种活动远远领先于欧元区,这可能会导致英吉利海峡以北地区提前获得经济红利,并在此过程中损害欧元/英镑。</blockquote></p><p></p><p> —Mathieu Savary and Team</p><p><blockquote>——Mathieu Savary 和团队</blockquote></p><p> High-Yield Opportunities</p><p><blockquote>高收益机会</blockquote></p><p> <i>Carret Credit Insight</i></p><p><blockquote><i>卡雷特信用洞察</i></blockquote></p><p> <i>Carret Asset Mangaement</i></p><p><blockquote><i>卡雷特资产管理公司</i></blockquote></p><p> carret.com</p><p><blockquote>卡雷特网</blockquote></p><p> Feb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.</p><p><blockquote>2月3日:2020年底,iBoxx高收益指数收益率为4.23%,创历史新低。价差也创下历史新高。随着全球投资者纷纷寻求收入,低收益率并不令人意外。美联储为 “堕落天使 ”提供了支持,允许许多高收益(HY)公司以越来越低的利率进行再融资,并将即将到期的债券再延长一天。强劲的股市预测盈利反弹,疫苗将很快带来更光明的日子。我们继续在高质量HY市场的短期/中期部分发现有吸引力的价值。</blockquote></p><p> We want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.</p><p><blockquote>我们想与您分享最近一项关于 HY 债券市场风险和回报的学术研究:乔治梅森大学最近发布了一份关于 HY 债券基金回报和相对于股票的波动性的报告(标普500)。自1990年以来,HY债券基金的平均年化回报率为7.1%,波动性为7.7%。同期,标普500的平均年化回报率为 7.8%,但波动性几乎是 14.5% 的两倍。结论:HY债券的总回报率接近美国股市,波动性只有美国股市的一半。我们相信,随着股票估值上升和国债收益率暴跌,HY 市场将在未来十年提供有竞争力的回报。我们利用破产的可转换债券、优先股和特殊情况收入投资的能力增强了我们的现金流机会。</blockquote></p><p> —Jason R. Graybill, Neil D. Klein</p><p><blockquote>——杰森·R·格雷比尔、尼尔·D·克莱因</blockquote></p><p> Emerging Markets Blast Off</p><p><blockquote>新兴市场蓬勃发展</blockquote></p><p> <i>PCM Report</i></p><p><blockquote><i>PCM报告</i></blockquote></p><p> <i>Peak Capital Management</i></p><p><blockquote><i>匹克资本管理</i></blockquote></p><p> pcmstrategies.com</p><p><blockquote>pcmstrategies.com</blockquote></p><p> Feb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.</p><p><blockquote>2月1日:到目前为止,2021年对于新兴市场股市来说是好年头。今年迄今为止,MSCI 新兴市场交易所交易基金 (EEM) 的股价上涨了约 8%,而 PDR S&P 500ETF(SPDR标普500指数ETF)的股价上涨了约 3%。自2008年金融危机以来,新兴市场集体严重落后于美国股市。</blockquote></p><p> What could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.</p><p><blockquote>什么会推动资产类别在20201年及以后走高?从长远来看,可能的催化剂是人口统计数据。美国和欧洲等发达市场人口老龄化,这可能意味着与新兴市场经济体相比,未来十年的生产率和国内生产总值增长将较低。</blockquote></p><p> In its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.</p><p><blockquote>摩根大通在其最新的资本市场报告中预计 2021 年新兴市场 GDP 增长率为 3.9%,而发达市场为 1.6%。报告认为,中国和印度将推动国内生产总值增长,新兴市场的生产率和人力资本将逐步向发达市场水平靠拢。</blockquote></p><p> —Clint Pekrul</p><p><blockquote>——克林特·佩克鲁尔</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA\">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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","GME":"游戏驿站",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/gamestop-episode-offers-lessons-for-investors-51612572300?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195153829","content_text":"This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s.\nWhat GameStop Taught Us\nThe Weekly Speculator\nMarketfield Asset Management\nmarketfield.com\nFeb. 4: After all is said and done, one of the most lasting effects of theGameStop(ticker: GME) episode will be to educate many market participants about the key role and ultimate power held by the clearing institution, the Depository Trust Company. One of the stranger aspects of the affair has been the attempt to paint it as some form of moral crusade, or an opportunity for the “little guy” to get even with Wall Street. The truth is that some large investors lost a great deal of money, while others were well rewarded, just as some small investors will have reaped life-changing sums while others will have lost funds that may prove to be equally impactful. In this sense, the market is a meritocracy, which isn’t quite the same as saying that it is always fair in delivering outcomes.\nWhat is also clear is that late January saw a very significant degrossing of levered hedge-fund investors, without causing a deep correction in the equity market. The S&P 500 essentially respected support at the 50-day moving average, and didn’t need to move down to 3600, which we had set as a “worst case” target. The Nasdaq 100, Russell 2000, and MSCI Emerging Markets Index didn’t need to touch their corresponding trend support, and all three indexes managed to generate a positive return in January, unlike the S&P 500, which registered a small loss. The subsequent bounce has been rapid and broad, as would be expected from a catalyst that was both technical and ephemeral in nature.\nThat it is not a wholly positive or inconsequential affair. The long bull market is now showing signs of developing into a historic mania. This doesn’t mean that a market peak is imminent, but the normative process—whereby what is “appropriate” is ultimately influenced by extremes—means that the levels of risk being taken by the average investor are probably significantly higher than they were pre-Covid.\n—Michael Shaoul, Timothy Brackett\nHeigh-Ho Silver!\nThe Aden Forecast Weekly Update\nThe Aden Forecast\nadenforecast.com\nFeb. 4: Silver caught on fire by zipping up to the August highs near $30 on Monday during the Reddit buying frenzy. Silver was strong anyway, and it’s been holding up well, so whoever pegged silver knew what they were doing. Silver shares also got a big boost upward, and while they have since calmed down, it looks like volatility will stay with us. Silver has been holding above its 15-week moving average since December, and it’ll remain strong by staying above it at $25. The next milestone to surpass is the $30 level, the highs for this bull market. If clearly broken, another leg up will be underway. Keep your silver and silver share positions.\n—Mary Anne and Pamela Aden\nHow to Play Oil’s Recent Rally\nDaily Insights\nBCA Research\nbcaresearch.com\nFeb 4: The recent oil rally will have consequences for asset prices beyond the energy market. While higher oil prices benefit oil exporters, they hurt the economies of oil importers, often with a lag.\nA great example of these dynamics is China. The Chinese economy is a large oil importer; hence, rising oil prices act as a tax on Chinese growth. Moreover, Chinese A shares massively overweight tech stocks, which receive no benefit from higher energy prices. In fact, over the past four years, increasing Brent prices reliably lead to a decline in on-shore domestic markets by roughly three months. The current setup is reminiscent of early 2018. Back then, Chinese A shares had been rallying for a few months after oil prices had started to rally. Ultimately, a deceleration in Chinese growth and cautious policy making from Beijing resulted in a powerful selloff of Chinese equities. Today, Chinese growth is once again decelerating and Beijing is conducting some significant regulatory tightening, while the People’s Bank of China is draining liquidity. Thus, a significant correction in Chinese shares is likely this spring.\nA lower-octane strategy to play these dynamics is to go long United Kingdom equities relative to Germany’s while espousing the implicit currency exposure. German equities are extremely underweight energy, and Germany imports its entire oil consumption. Meanwhile, the U.K. benchmark is replete with energy stocks and the U.K. remains an oil producer, even if it imports some of its oil (rising Brent represents a comparatively smaller tax on the U.K. economy). As a side benefit, the pound is very cheap against the euro and the U.K.’s vaccination campaign is massively ahead of the eurozone’s, which could result in earlier economic dividends north of the Channel and hurt the euro/pound in the process.\n—Mathieu Savary and Team\nHigh-Yield Opportunities\nCarret Credit Insight\nCarret Asset Mangaement\ncarret.com\nFeb. 3: At year-end 2020, the iBoxx High-Yield Index yielded 4.23%, an all-time low. Spreads also registered record tightness. Low yields aren’t a surprise as investors globally reach for income. The Federal Reserve has backstopped the “fallen angels,” allowing many high-yield (HY) companies to refinance at ever-lower rates and extend upcoming maturities for another day. Strong equity markets are forecasting an earnings rebound, and the vaccines will bring brighter days soon. We continue to find attractive values in the short/intermediate portion of the high-quality HY market.\nWe want to share a recent academic study with you regarding the risk and returns in the HY bond market: George Mason Universityrecently publisheda report on HY bond-fund returns and volatility relative to equities (S&P 500). Since 1990, the average HY bond fund has delivered average annualized returns of 7.1% with a volatility of 7.7%. Over the same time period, the S&P 500 delivered an average annualized return of 7.8%, but with almost double the volatility of 14.5%. The conclusion: HY bonds have paid total returns near those of the U.S. stock market with half of the volatility. We believe the HY market will offer competitive returns in the decade ahead, as equity valuations have risen and Treasury yields have plummeted. Our ability to utilize busted convertibles, preferreds, and special-situation income investments enhances our cash-flow opportunities.\n—Jason R. Graybill, Neil D. Klein\nEmerging Markets Blast Off\nPCM Report\nPeak Capital Management\npcmstrategies.com\nFeb. 1: So far, 2021 has been a good year for emerging-market equities. Year to date, theiShares MSCI Emerging Marketsexchange-traded fund (EEM) is higher by roughly 8%, compared to a gain of approximately 3% for theSPDR S&P 500ETF (SPY). Ever since the financial crisis of 2008, emerging markets collectively have woefully lagged U.S. equities.\nWhat could propel the asset class higher in 20201 and beyond? In the long term, the likely catalyst is demographics. Developed markets such as the U.S. and Europe have aging populations, which could suggest lower productivity and gross-domestic-product growth over the next decade compared to emerging-market economies.\nIn its most recent capital-markets report, JPMorgan projected GDP growth across emerging markets to be 3.9% in 2021, compared to 1.6% across developed markets. The report suggests China and India will drive GDP growth, and emerging markets’ productivity and human capital will gradually converge to developed-market levels.\n—Clint Pekrul","news_type":1,"symbols_score_info":{".SPX":0.9,"GME":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389792368,"gmtCreate":1612797419554,"gmtModify":1703765238356,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Let’s goooooo","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Let’s goooooo","text":"$Sea Ltd(SE)$Let’s goooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389792368","isVote":1,"tweetType":1,"viewCount":2504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386721789,"gmtCreate":1613278324741,"gmtModify":1634554025578,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386721789","repostId":"1168862133","repostType":4,"repost":{"id":"1168862133","kind":"news","pubTimestamp":1613024272,"share":"https://www.laohunote.com/m/news/1168862133?lang=zh_CN&edition=full","pubTime":"2021-02-11 14:17","market":"us","language":"en","title":"Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021 年最值得购买的股票?4 只值得关注的金融科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168862133","media":"Nasdaq","summary":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat","content":"<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果你关注最新的比特币新闻,你可能会知道金融科技股现在正处于热门话题。这要归功于电动汽车巨头特斯拉(纳斯达克股票代码:TSLA)对加密货币的 15 亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也处于有利地位,可以加入加密货币热潮。这与金融科技股有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是让大多数公众能够接触到比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论从哪个角度来看,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所代码:MA)和美国运通(纽约证券交易所代码:AXP)等更传统的顶级金融科技股的股价大多已恢复到大流行前的水平。因此,投资者现在寻找最好的金融科技股是合乎逻辑的。读到这里,你可能会对自己投资这个行业感兴趣。如果您是,现在可以考虑以下四只金融科技股。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>值得关注的顶级金融科技股</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>首先是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 一月份新增比特币账户环比大幅增长 141%,比特币交易量环比大幅增长 323%。同样,MOGO 股价今年迄今已上涨超过 160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,两周前,Mogo收购了全球领先的数字支付解决方案提供商Carta。此举通过进入全球 2.5 万亿美元的支付市场,扩大了 Mogo 的潜在市场。此后,该公司上周通过 Carta 将业务扩展到日本。据 Mogo 称,此举是为了支持 TransferWise 在该国推出多币种借记卡。通过此举,Mogo继续扩大其在全球的市场覆盖范围,并似乎渴望充分利用其新收购的子公司。随着公司现在全力以赴,您会关注 MOGO 股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户提供了加密货币交易。上周,PayPal公布了创纪录的数据。第四季度,该公司的总支付量(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益也同期增长了两倍多。具体来说,冠捷的商户服务和 Venmo 应用程序分别增长了 42% 和 60%。随着PayPal乘着比特币和疫情的顺风,PYPL 股票继续飙升至更高的高度。自 3 月份低点以来,该股已上涨超过 230%,并于昨日收盘创下历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>首先,该公司似乎不会很快放缓。昨天,它宣布与全球商务解决方案提供商Digital River(DR)进行新的合作。总而言之,PayPal现在在 DR 的电子商务平台上为美国客户提供了一个新的 “稍后付款 ”选项。<i>“分4期付款”</i>该功能将允许客户分四次免息付款支付价格从30美元到600美元不等的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>另一家备受关注的顶级金融科技公司是 Square。除了与比特币相关的服务,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商户服务还是移动支付,Square 的产品都能与该领域的佼佼者竞争。对于门外汉,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年也出现了令人兴奋的增长。Square 报告称,该应用程序拥有 3000 万月活跃用户,最近一个季度的收入超过 20 亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ 股票过去一年涨幅超过 200%,并将继续给人留下深刻印象。随着目前对金融科技的关注,投资者能否继续在 SQ 股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面公布了惊人的数据。在 11 月份公布的第三季度财报中,该公司总收入同比增长 139%,手头现金同比增长 246%。具体来说,Cash App 的毛利润同比飙升 212%。综合考虑,在 Square 即将于 2 月 23 日发布财报之前,您会关注 SQ 股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是不容忽视的金融科技行业老手。目前,Green Dot 是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克代码:GOOGL)、优步(纽约证券交易所代码:UBER)和沃尔玛(纽约证券交易所代码:WMT)。同样令人印象深刻的是 GDOT 股票自 3 月份抛售以来增长了 220% 以上。随着 Green Dot 定于 2 月 22 日发布第四季度收益,我可以看到投资者正在密切关注 GDOT 股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一款新的移动银行,专注于满足三分之二的美国人的需求。<i>靠薪水生活</i>”.通过这种方式,绿点正在利用其丰富的行业经验,为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个动荡的时期吸引了消费者。此外,该公司上周任命了 Gyorgy Tomso 为新的首席技术官。首席执行官丹·亨利说:“<i>Gyorgy 是一位金融科技资深人士,他在领导金融服务公司技术战略方面拥有丰富的经验,这将有助于 Green Dot 发展成为一家领先的金融科技公司。</i>“这一切是否说服你把GDOT加入你的观察名单?</blockquote></p><p></p>","source":"lsy1603171495471","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>Best Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021 年最值得购买的股票?4 只值得关注的金融科技股</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\">\nBest Stocks To Buy For 2021? 4 Fintech Stocks To Watch<blockquote>2021 年最值得购买的股票?4 只值得关注的金融科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-02-11 14:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?</p><p><blockquote>如果你关注最新的比特币新闻,你可能会知道金融科技股现在正处于热门话题。这要归功于电动汽车巨头特斯拉(纳斯达克股票代码:TSLA)对加密货币的 15 亿美元投资。它是最新一家不仅投资而且最终开始接受比特币支付的大型科技公司。事实上,甚至有人猜测苹果(纳斯达克股票代码:AAPL)也处于有利地位,可以加入加密货币热潮。这与金融科技股有何联系?</blockquote></p><p> Well, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.</p><p><blockquote>首先,金融科技公司是让大多数公众能够接触到比特币等加密货币的桥梁。或者,他们也是当前数字金融时代的关键参与者。无论从哪个角度来看,金融科技行业正变得越来越重要,并且将长期存在。与此同时,万事达卡(纽约证券交易所代码:MA)和美国运通(纽约证券交易所代码:AXP)等更传统的顶级金融科技股的股价大多已恢复到大流行前的水平。因此,投资者现在寻找最好的金融科技股是合乎逻辑的。读到这里,你可能会对自己投资这个行业感兴趣。如果您是,现在可以考虑以下四只金融科技股。</blockquote></p><p> Top Fintech Stocks To Watch</p><p><blockquote>值得关注的顶级金融科技股</blockquote></p><p> <ul> <li><b>Mogo Inc.</b>(NASDAQ: MOGO)</li> <li><b>PayPal Holdings Inc.</b>(NASDAQ: PYPL)</li> <li><b>Square Inc.</b>(NYSE: SQ)</li> <li><b>Green Dot Corporation</b>(NYSE: GDOT)</li> </ul> Mogo Inc.</p><p><blockquote><ul><li><b>莫戈公司。</b>(纳斯达克:MOGO)</li><li><b>PayPal控股公司。</b>(纳斯达克:PYPL)</li><li><b>广场公司。</b>(纽约证券交易所代码:SQ)</li><li><b>绿点公司</b>(纽约证券交易所代码:GDOT)</li></ul>莫戈公司。</blockquote></p><p> Starting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.</p><p><blockquote>首先是加拿大金融科技公司Mogo。它提供广泛的金融服务,包括个人贷款、抵押贷款、Visa预付卡和信用评分查看。更重要的是,该公司还促进比特币交易。在过去的一个月里,这项特殊的服务随着加密货币的价格一起爆炸式增长。Mogo 一月份新增比特币账户环比大幅增长 141%,比特币交易量环比大幅增长 323%。同样,MOGO 股价今年迄今已上涨超过 160%。除了与比特币相关的有利因素外,该公司还一直在努力扩大其金融组合。</blockquote></p><p> For starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?</p><p><blockquote>首先,两周前,Mogo收购了全球领先的数字支付解决方案提供商Carta。此举通过进入全球 2.5 万亿美元的支付市场,扩大了 Mogo 的潜在市场。此后,该公司上周通过 Carta 将业务扩展到日本。据 Mogo 称,此举是为了支持 TransferWise 在该国推出多币种借记卡。通过此举,Mogo继续扩大其在全球的市场覆盖范围,并似乎渴望充分利用其新收购的子公司。随着公司现在全力以赴,您会关注 MOGO 股票吗?</blockquote></p><p> PayPal Holdings Inc.</p><p><blockquote>PayPal控股公司。</blockquote></p><p> Following that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.</p><p><blockquote>接下来,我们将关注金融科技巨头PayPal。就像我们在这个列表中的其他条目一样,该公司确实为其客户提供了加密货币交易。上周,PayPal公布了创纪录的数据。第四季度,该公司的总支付量(TPV)为2770亿美元,同比增长39%。此外,该公司的每股收益也同期增长了两倍多。具体来说,冠捷的商户服务和 Venmo 应用程序分别增长了 42% 和 60%。随着PayPal乘着比特币和疫情的顺风,PYPL 股票继续飙升至更高的高度。自 3 月份低点以来,该股已上涨超过 230%,并于昨日收盘创下历史新高。投资者可能想知道它是否还有前进的空间。</blockquote></p><p> For one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.<i>The “Pay in 4</i>” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.</p><p><blockquote>首先,该公司似乎不会很快放缓。昨天,它宣布与全球商务解决方案提供商Digital River(DR)进行新的合作。总而言之,PayPal现在在 DR 的电子商务平台上为美国客户提供了一个新的 “稍后付款 ”选项。<i>“分4期付款”</i>该功能将允许客户分四次免息付款支付价格从30美元到600美元不等的商品。同时,商家无需向客户支付额外费用即可获得预付款。随着PayPal继续在金融科技领域掀起波澜,PYPL股票今年能否继续蓬勃发展?你告诉我。</blockquote></p><p> Square Inc.</p><p><blockquote>广场公司。</blockquote></p><p></p><p> Another top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?</p><p><blockquote>另一家备受关注的顶级金融科技公司是 Square。除了与比特币相关的服务,这家领先的金融科技公司确实带来了很多东西。无论是金融解决方案、商户服务还是移动支付,Square 的产品都能与该领域的佼佼者竞争。对于门外汉,该公司向各种规模的企业销售软件和硬件支付产品。与此同时,其以消费者为中心的数字支付生态系统Cash App在过去一年也出现了令人兴奋的增长。Square 报告称,该应用程序拥有 3000 万月活跃用户,最近一个季度的收入超过 20 亿美元。经验丰富的投资者会熟悉该公司的迅速崛起。事实上,SQ 股票过去一年涨幅超过 200%,并将继续给人留下深刻印象。随着目前对金融科技的关注,投资者能否继续在 SQ 股票中发现更多价值?</blockquote></p><p> Well, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?</p><p><blockquote>嗯,它在商业方面公布了惊人的数据。在 11 月份公布的第三季度财报中,该公司总收入同比增长 139%,手头现金同比增长 246%。具体来说,Cash App 的毛利润同比飙升 212%。综合考虑,在 Square 即将于 2 月 23 日发布财报之前,您会关注 SQ 股票吗?</blockquote></p><p> Green Dot Corporation</p><p><blockquote>绿点公司</blockquote></p><p> Undoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.</p><p><blockquote>毫无疑问,绿点是不容忽视的金融科技行业老手。目前,Green Dot 是全球市值最大的预付借记卡公司。至少可以说,该公司还拥有令人印象深刻的客户名单。其金融科技合作伙伴包括但不限于谷歌(纳斯达克代码:GOOGL)、优步(纽约证券交易所代码:UBER)和沃尔玛(纽约证券交易所代码:WMT)。同样令人印象深刻的是 GDOT 股票自 3 月份抛售以来增长了 220% 以上。随着 Green Dot 定于 2 月 22 日发布第四季度收益,我可以看到投资者正在密切关注 GDOT 股票。</blockquote></p><p> For the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “<i>living from paycheck to paycheck</i>”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “<i>Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.</i>” Has all this convinced you to add GDOT to your watchlist?</p><p><blockquote>在很大程度上,该公司一直在努力保持目前的势头。上个月,该公司推出了一款新的移动银行,专注于满足三分之二的美国人的需求。<i>靠薪水生活</i>”.通过这种方式,绿点正在利用其丰富的行业经验,为有需要的客户提供负担得起的银行解决方案。从长远来看,这对绿点来说可能会很好,因为它在这个动荡的时期吸引了消费者。此外,该公司上周任命了 Gyorgy Tomso 为新的首席技术官。首席执行官丹·亨利说:“<i>Gyorgy 是一位金融科技资深人士,他在领导金融服务公司技术战略方面拥有丰富的经验,这将有助于 Green Dot 发展成为一家领先的金融科技公司。</i>“这一切是否说服你把GDOT加入你的观察名单?</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10\">Nasdaq</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.nasdaq.com/articles/best-stocks-to-buy-for-2021-4-fintech-stocks-to-watch-2021-02-10","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168862133","content_text":"If you’re caught up on the latestBitcoin news, you likely know thatfintech stocksare in the hot seat right now. This is thanks to a $1.5 billion investment into the cryptocurrency from electric vehicle titan Tesla (NASDAQ: TSLA). It is one of the latest large tech companies to not only invest in but eventually start acceptingBitcoinas payment. In fact, there have even been speculations of Apple (NASDAQ: AAPL) being well-positioned to join the cryptocurrency craze as well. How does this connect to fintech stocks?\nWell, to begin with, fintech companies are the bridge that allows most of the general public access to cryptocurrencies such as Bitcoin. Alternatively, they are also key players in this current age of digital finance. Whatever way you cut it, the fintech industry is becoming more essential and is here to stay for the long run. Meanwhile, more conventional top fintech stocks like Mastercard (NYSE: MA) and American Express (NYSE: AXP) have mostly seen their shares recover to pre-pandemic levels. Therefore, investors would be logical in looking for thebest fintech stocks now. Having read till this point, you might be interested in investing in this industry yourself. If you are, here are four fintech stocks to consider now.\nTop Fintech Stocks To Watch\n\nMogo Inc.(NASDAQ: MOGO)\nPayPal Holdings Inc.(NASDAQ: PYPL)\nSquare Inc.(NYSE: SQ)\nGreen Dot Corporation(NYSE: GDOT)\n\nMogo Inc.\nStarting us off is Canadian fintech company Mogo. It offers a wide range of financial services ranging from personal loans, mortgages, a Visa Prepaid Card, and credit score viewing. More importantly, the company also facilitates Bitcoin transactions. This particular service has exploded together with the price of the cryptocurrency over the last month. Mogo saw massive month-over-month jumps of 141% in new Bitcoin accounts added and 323% in Bitcoin transaction volume in January. Likewise, MOGO stock is currently up by over 160% year-to-date. Aside from Bitcoin-related tailwinds, the company has also been hard at work expanding its financial portfolio.\nFor starters, Mogo acquired leading digital payments solutions provider Carta Worldwide, over two weeks ago. This move expanded Mogo’s addressable market by entering the global $2.5 trillion payments market. Following that, the company expanded into Japan last week via Carta. According to Mogo, this move was in support of the TransferWise multi-currency debit card launch in the country. With this move, Mogo continues to expand its market reach globally and seems eager to make the most of its newly acquired subsidiary. With the company firing on all cylinders now, will you be watching MOGO stock?\nPayPal Holdings Inc.\nFollowing that, we will be looking at fintech giant, PayPal. Just like our other entries on this list, the company does facilitate cryptocurrency transactions for its clients. Last week, PayPal reported record figures across the board. For its fourth quarter, the company saw a total payment volume (TPV) of $277 billion, a 39% increase year-over-year. Furthermore, the company’s earnings per share more than tripled over the same time as well. In detail, TPVs across its merchant services and Venmo app grew by 42% and 60% respectively. With PayPal riding both Bitcoin and pandemic tailwinds, PYPL stock continues to soar to greater heights. It has gained by over 230% since the March lows and closed yesterday at a record high. Investors may be wondering if it still has room to run moving forward.\nFor one thing, the company does not seem to be slowing down anytime soon. Yesterday, it announced a new collaboration with global commerce solutions provider Digital River (DR). To summarize, PayPal now has a new ‘pay later’ option available to U.S. clients on DR’s e-commerce platform.The “Pay in 4” feature will allow customers to pay for items priced from $30 to $600 across four interest-free payments. Simultaneously, merchants get paid upfront at no additional cost to the customer. As PayPal continues to make waves in the fintech space, could PYPL stock continue to flourish this year? You tell me.\nSquare Inc.\nAnother top fintech company on the radar now would be Square. Aside from its Bitcoin-related services, the leading fintech player does bring a lot to the table. Whether it is financial solutions, merchant services, or mobile payment, Square’s offerings compete with the best in the field. For the uninitiated, the company markets software and hardware payments products to businesses of all sizes. At the same time, its consumer-focused digital payment ecosystem, Cash App, has also seen mind-blowing growth in the past year. Square reported having 30 million monthly active users on the app which generated over $2 billion in revenue in its recent quarter. Seasoned investors would be familiar with the meteoric rise of the company. Indeed, SQ stock has and continues to impress with gains of over 200% in the past year. With the current focus on fintech, could investors continue to find more value in SQ stock?\nWell, it has been posting phenomenal figures on the business side of things. In its third-quarter fiscal reported in November, it saw a year-over-year surge of 139% in total revenue and 246% in cash on hand. Specifically, Cash App’s gross profit skyrocketed by 212% year-over-year. All things considered, will you be watching SQ stock ahead of Square’s upcomingearnings callon February 23?\nGreen Dot Corporation\nUndoubtedly, Green Dot is a fintech industry-veteran that should not be overlooked. As it stands, Green Dot is the world’s largest prepaid debit card company by market capitalization. The company also boasts an impressive list of clients, to say the least. Its fintech partners include but are not limited to, Google (NASDAQ: GOOGL), Uber (NYSE: UBER), and Walmart (NYSE: WMT). Equally impressive is GDOT stock’s growth of over 220% since the March selloffs. With Green Dot slated to release its fourth-quarter earnings on February 22, I can see investors watching GDOT stock closely.\nFor the most part, the company has been hard at work maintaining its current momentum. Last month, the company launched a new mobile bank focused on addressing the two in three Americans “living from paycheck to paycheck”. Through this, Green Dot is leveraging its rich industry experience to provide affordable banking solutions for clients in need. In the long run, this could play out well for Green Dot as it engages consumers amidst these troubling times. Moreover, the company appointed a new CTO in Gyorgy Tomso last week. CEO Dan Henry said, “Gyorgy is a fintech veteran whose deep experience leading technology strategy for financial services companies is going to be instrumental in Green Dot’s growth as a leading fintech.” Has all this convinced you to add GDOT to your watchlist?","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389766163,"gmtCreate":1612799217152,"gmtModify":1703765289629,"author":{"id":"3574754020017194","authorId":"3574754020017194","name":"eggyy","avatar":"https://static.tigerbbs.com/db54b8ed28f134ebc842df79650f557d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574754020017194","authorIdStr":"3574754020017194"},"themes":[],"title":"","htmlText":"What is so nice about it? //<a href=\"https://laohu8.com/U/3566609078486065\">@Dawneelx</a>:Nice","listText":"What is so nice about it? //<a href=\"https://laohu8.com/U/3566609078486065\">@Dawneelx</a>:Nice","text":"What is so nice about it? //@Dawneelx:Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389766163","repostId":"1187584375","repostType":4,"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}