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Willretard8
2021-09-19
$PFE 20211015 47.0 CALL(PFE)$
What to do when
$Pfizer(PFE)$
on short term downtrend
Willretard8
2021-09-19
Common trend around the world?
抱歉,原内容已删除
Willretard8
2021-09-13
$BABA 20210924 180.0 CALL(BABA)$
small hedge
Willretard8
2021-09-10
$PFE 20210910 48.0 CALL(PFE)$
GG
Willretard8
2021-09-09
$The Kraft Heinz Company(KHC)$
missed the entry[Speechless]
Willretard8
2021-09-09
$PFE 20210910 43.5 CALL(PFE)$
Ok now we know there are still many sellers - dropping from 48% to 28% gain [Facepalm]
Willretard8
2021-09-04
$Sphere 3D(ANY)$
perfect shorting candidate
Willretard8
2021-09-04
$PFE 20210910 43.5 CALL(PFE)$
Why am i not taking profit still[Sweats]
Willretard8
2021-09-03
$PFE 20210910 43.5 CALL(PFE)$
Lets see how many more sellers next week
Willretard8
2021-09-02
$BABA 20211015 165.0 CALL(BABA)$
Gonna pullback
Willretard8
2021-09-02
$Alibaba(BABA)$
$Alibaba(09988)$
pulling back?
Willretard8
2021-09-01
$BABA 20220121 130.0 CALL(BABA)$
[Shy]
Willretard8
2021-09-01
$PFE 20210903 48.5 CALL(PFE)$
GG
Willretard8
2021-08-31
$BABA 20210903 155.0 CALL(BABA)$
[Shy]
Willretard8
2021-08-27
$Pfizer(PFE)$
Ohwell
Willretard8
2021-08-27
Volume has been declining
抱歉,原内容已删除
Willretard8
2021-08-26
Aka the list of overvalued stocks?
抱歉,原内容已删除
Willretard8
2021-08-26
$Bank of America(BAC)$
starting new trend?
Willretard8
2021-08-26
$BNTX 20210903 370.0 CALL(BNTX)$
[Smile]
Willretard8
2021-08-24
$BABA 20210827 157.5 CALL(BABA)$
Baba
去老虎APP查看更多动态
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world?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887220699","repostId":"1198486138","repostType":4,"isVote":1,"tweetType":1,"viewCount":3848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886029030,"gmtCreate":1631540113520,"gmtModify":1631883588646,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20210924 180.0 CALL(BABA)$</a>small hedge ","listText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20210924 180.0 CALL(BABA)$</a>small hedge ","text":"$BABA 20210924 180.0 CALL(BABA)$small 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CALL(PFE)$GG","images":[{"img":"https://static.tigerbbs.com/f002a6f18648611bbfc90d627fd3275b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/883719635","isVote":1,"tweetType":1,"viewCount":4238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883075089,"gmtCreate":1631194174641,"gmtModify":1631889069470,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KHC\">$The Kraft Heinz Company(KHC)$</a>missed the entry[Speechless] ","listText":"<a href=\"https://laohu8.com/S/KHC\">$The Kraft Heinz Company(KHC)$</a>missed the entry[Speechless] ","text":"$The Kraft Heinz Company(KHC)$missed the entry[Speechless]","images":[{"img":"https://static.tigerbbs.com/fc5bc63864c3be51cfcf06513fda8690","width":"750","height":"1837"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883075089","isVote":1,"tweetType":1,"viewCount":3925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883076592,"gmtCreate":1631194088516,"gmtModify":1631883903144,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$PFE 20210910 43.5 CALL(PFE)$</a>Ok now we know there are still many sellers - dropping from 48% to 28% gain [Facepalm] ","listText":"<a href=\"https://laohu8.com/S/PFE\">$PFE 20210910 43.5 CALL(PFE)$</a>Ok now we know there are still many sellers - dropping from 48% to 28% gain [Facepalm] ","text":"$PFE 20210910 43.5 CALL(PFE)$Ok now we know there are still many sellers - dropping from 48% to 28% gain [Facepalm]","images":[{"img":"https://static.tigerbbs.com/8088ea23dcc5495c95cdab63359e1c83","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883076592","isVote":1,"tweetType":1,"viewCount":3937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814940134,"gmtCreate":1630751069128,"gmtModify":1631885711856,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ANY\">$Sphere 3D(ANY)$</a>perfect shorting candidate ","listText":"<a href=\"https://laohu8.com/S/ANY\">$Sphere 3D(ANY)$</a>perfect shorting candidate ","text":"$Sphere 3D(ANY)$perfect shorting candidate","images":[{"img":"https://static.tigerbbs.com/ef4661b58e1c30d4f6aeab35dfaf63c5","width":"750","height":"1837"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/814940134","isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814957323,"gmtCreate":1630750899662,"gmtModify":1631883903355,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$PFE 20210910 43.5 CALL(PFE)$</a>Why am i not taking profit still[Sweats] ","listText":"<a href=\"https://laohu8.com/S/PFE\">$PFE 20210910 43.5 CALL(PFE)$</a>Why am i not taking 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href=\"https://laohu8.com/S/PFE\">$PFE 20210910 43.5 CALL(PFE)$</a>Lets see how many more sellers next week","text":"$PFE 20210910 43.5 CALL(PFE)$Lets see how many more sellers next week","images":[{"img":"https://static.tigerbbs.com/3833ae8c998019773deba153a7277ae9","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815104665","isVote":1,"tweetType":1,"viewCount":3693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812327448,"gmtCreate":1630555221684,"gmtModify":1631889069483,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20211015 165.0 CALL(BABA)$</a>Gonna pullback","listText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20211015 165.0 CALL(BABA)$</a>Gonna pullback","text":"$BABA 20211015 165.0 CALL(BABA)$Gonna pullback","images":[{"img":"https://static.tigerbbs.com/2770ce6f042bcc61a2dd04639cbfd674","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812327448","isVote":1,"tweetType":1,"viewCount":2692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":812324561,"gmtCreate":1630555157153,"gmtModify":1631883582249,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a 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back?","images":[{"img":"https://static.tigerbbs.com/cfb6f599919e2bda704d1a10091550d7","width":"750","height":"2078"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812324561","isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":816845131,"gmtCreate":1630490302923,"gmtModify":1631889069494,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20220121 130.0 CALL(BABA)$</a>[Shy] ","listText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20220121 130.0 CALL(BABA)$</a>[Shy] ","text":"$BABA 20220121 130.0 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declining","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819337486","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810395273,"gmtCreate":1629943081692,"gmtModify":1631889069531,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"Aka the list of overvalued stocks?","listText":"Aka the list of overvalued stocks?","text":"Aka the list of overvalued stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810395273","repostId":"1164229862","repostType":4,"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810399002,"gmtCreate":1629942714806,"gmtModify":1631884929546,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>starting new trend?","listText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>starting new trend?","text":"$Bank of America(BAC)$starting new trend?","images":[{"img":"https://static.tigerbbs.com/cf39c51873ac9e1c7659479e54580864","width":"750","height":"3096"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810399002","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810304473,"gmtCreate":1629942633592,"gmtModify":1631883797809,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581490787994555","authorIdStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BNTX 20210903 370.0 CALL(BNTX)$</a>[Smile] ","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BNTX 20210903 370.0 CALL(BNTX)$</a>[Smile] ","text":"$BNTX 20210903 370.0 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CALL(BABA)$Baba","images":[{"img":"https://static.tigerbbs.com/2c08adb5c32498d7df72dfb3d97cdcc9","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/834578954","isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":834578954,"gmtCreate":1629816024978,"gmtModify":1631889069544,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581490787994555","idStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20210827 157.5 CALL(BABA)$</a>Baba","listText":"<a href=\"https://laohu8.com/S/BABA\">$BABA 20210827 157.5 CALL(BABA)$</a>Baba","text":"$BABA 20210827 157.5 CALL(BABA)$Baba","images":[{"img":"https://static.tigerbbs.com/2c08adb5c32498d7df72dfb3d97cdcc9","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/834578954","isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805909514,"gmtCreate":1627830404538,"gmtModify":1633756076540,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581490787994555","idStr":"3581490787994555"},"themes":[],"title":"","htmlText":"Always prepared for any correction","listText":"Always prepared for any correction","text":"Always prepared for any correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/805909514","repostId":"1142925544","repostType":4,"repost":{"id":"1142925544","kind":"news","pubTimestamp":1627787240,"share":"https://www.laohunote.com/m/news/1142925544?lang=zh_CN&edition=full","pubTime":"2021-08-01 11:07","market":"us","language":"en","title":"Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者小心!股市正在进入一年中最危险的时期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142925544","media":"Barron's","summary":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970","content":"<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的,现在是夏天,我一年中的季节”,乐队高唱着 20 世纪 70 年代的金色老歌《夏天》,回忆起在海滩或烧烤旁的美好时光。当时没有必要提醒任何人干旱、野火或新冠肺炎激增,这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔 (Stephen Suttmeier) 编制的 1928 年数据,8 月的到来也意味着股市进入了历史上一年中最危险的时期。他发现,标准普尔 500 指数在 8 月、9 月和 10 月的平均回报率为 0.03%,这是该大型股基准指数一年中最糟糕的三个月。事实上,它们是唯一平均亏损的三个月时期。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道,八月实际上是一年中最好和最差的月份。7 月份标普500的平均回报率为 1.58%,其中 59.1% 的时间为正面结果,而 9 月份的平均回报率为负 1.03%,不到一半的时间(即 45%)以正面结果结束。</blockquote></p><p> This July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平,标普500上涨了2.27%。据道琼斯统计专家称,这也是该指数连续第六个月上涨,是自 2018 年 9 月以来最长的连涨。在此期间,其累计上涨18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8 月份的记录介于两者之间,平均标普500回报率为 0.70%,阳性结果率为 58.1%,标志着从 “夏季撕裂 ”到 “秋季下跌 ”的过渡。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier 发现,毫不奇怪,8 月至 10 月期间的滞后回报伴随着波动性的上升。根据 1992 年的记录,继 4 月至 7 月期间波动性相对较低之后,ECBOE 波动率指数 (VIX) 在那几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕,但如果是序幕,那么如果股市确实经历了典型的季节性动荡时期,Robinhood Markets(股票代码:HOOD)首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向被老牌机构忽视的新手开放投资,周四以 38 美元的价格出售了 5500 万股股票。在这个过程中,它给所有进入IPO的人提供了宝贵的一课:低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一个要求,高价出售其股票,尽管它们的定价处于预期的 38-42 美元范围的低端。他们的价格在第一天交易中下跌了8.4%,尽管他们在周五有所回升。截至周末,持有 Robinhood IPO 的买家下跌了 7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>公司联合创始人、首席执行官弗拉基米尔-特涅夫(Vladimir Tenev)和首席创意官拜朱-巴特(Baiju Bhatt)都在高价抛售,他们在首次公开募股中分别抛售了 125 万股股票。正如我杰出的前任艾伦-阿贝尔森(Alan Abelson)喜欢指出的那样,卖出股票有很多很好的理由,但预期股价上涨并不是其中之一。鉴于富裕的所有者有能力通过廉价借款来将其资产货币化,而且无需缴纳资本利得税,这一点从未如此真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是,Tenev 和 Bhatt 仍然持有 Robinhood 的重大股份。Asour 的同事 Avi Salzman 报道称,这些股票按首次发行价计算价值 25 亿美元,Tenev 和 Bhatt 保留投票控制权。如果股价达到 300 美元,两人还可以获得 Tenev 价值高达 67 亿美元的股票奖励,Bhatt 价值高达 40 亿美元的股票奖励,或者接近众所周知的十袋大亨。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等,这对潜在的亿万富翁夫妇象征性地减薪,美国工人的平均年薪降至 34,248 美元。正如喜剧演员雅科夫-斯米尔诺夫(Yakov Smirnoff)喜欢说的那样:“多么美好的国家啊!”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的情况将是定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测集中在增加 90 万人左右。Jefferies 经济学家 Aneta Markowska 和 Thomas Simons 估计,这一增幅可能会超过人们期待已久的 100 万大关;他们预测120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为,一些州补充失业救济金的到期将增加劳动力供应,尽管这是一个有争议的问题。(有关就业市场的更多信息,请参阅本周的封面故事)。</blockquote></p><p></p>","source":"lsy1610680873436","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>Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者小心!股市正在进入一年中最危险的时期</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\">\nInvestors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year<blockquote>投资者小心!股市正在进入一年中最危险的时期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-01 11:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.</p><p><blockquote>“是的,现在是夏天,我一年中的季节”,乐队高唱着 20 世纪 70 年代的金色老歌《夏天》,回忆起在海滩或烧烤旁的美好时光。当时没有必要提醒任何人干旱、野火或新冠肺炎激增,这些都是今年潮湿季节的不幸特征。</blockquote></p><p> But the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.</p><p><blockquote>但根据美国银行分析师斯蒂芬·萨特迈尔 (Stephen Suttmeier) 编制的 1928 年数据,8 月的到来也意味着股市进入了历史上一年中最危险的时期。他发现,标准普尔 500 指数在 8 月、9 月和 10 月的平均回报率为 0.03%,这是该大型股基准指数一年中最糟糕的三个月。事实上,它们是唯一平均亏损的三个月时期。</blockquote></p><p> August actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.</p><p><blockquote>他在一份研究报告中补充道,八月实际上是一年中最好和最差的月份。7 月份标普500的平均回报率为 1.58%,其中 59.1% 的时间为正面结果,而 9 月份的平均回报率为负 1.03%,不到一半的时间(即 45%)以正面结果结束。</blockquote></p><p> This July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.</p><p><blockquote>今年7月的表现甚至好于正常水平,标普500上涨了2.27%。据道琼斯统计专家称,这也是该指数连续第六个月上涨,是自 2018 年 9 月以来最长的连涨。在此期间,其累计上涨18.34%。</blockquote></p><p> August’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”</p><p><blockquote>8 月份的记录介于两者之间,平均标普500回报率为 0.70%,阳性结果率为 58.1%,标志着从 “夏季撕裂 ”到 “秋季下跌 ”的过渡。</blockquote></p><p> Not surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.</p><p><blockquote>Suttmeier 发现,毫不奇怪,8 月至 10 月期间的滞后回报伴随着波动性的上升。根据 1992 年的记录,继 4 月至 7 月期间波动性相对较低之后,ECBOE 波动率指数 (VIX) 在那几个月经常出现飙升。</blockquote></p><p> Past isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.</p><p><blockquote>过去不一定是序幕,但如果是序幕,那么如果股市确实经历了典型的季节性动荡时期,Robinhood Markets(股票代码:HOOD)首次公开募股的时机可能会被证明是有利的。这家在线经纪商的假定使命是向被老牌机构忽视的新手开放投资,周四以 38 美元的价格出售了 5500 万股股票。在这个过程中,它给所有进入IPO的人提供了宝贵的一课:低买高卖。</blockquote></p><p> The company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.</p><p><blockquote>该公司显然满足了后一个要求,高价出售其股票,尽管它们的定价处于预期的 38-42 美元范围的低端。他们的价格在第一天交易中下跌了8.4%,尽管他们在周五有所回升。截至周末,持有 Robinhood IPO 的买家下跌了 7.5%。</blockquote></p><p> Among those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.</p><p><blockquote>公司联合创始人、首席执行官弗拉基米尔-特涅夫(Vladimir Tenev)和首席创意官拜朱-巴特(Baiju Bhatt)都在高价抛售,他们在首次公开募股中分别抛售了 125 万股股票。正如我杰出的前任艾伦-阿贝尔森(Alan Abelson)喜欢指出的那样,卖出股票有很多很好的理由,但预期股价上涨并不是其中之一。鉴于富裕的所有者有能力通过廉价借款来将其资产货币化,而且无需缴纳资本利得税,这一点从未如此真实。</blockquote></p><p> To be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.</p><p><blockquote>可以肯定的是,Tenev 和 Bhatt 仍然持有 Robinhood 的重大股份。Asour 的同事 Avi Salzman 报道称,这些股票按首次发行价计算价值 25 亿美元,Tenev 和 Bhatt 保留投票控制权。如果股价达到 300 美元,两人还可以获得 Tenev 价值高达 67 亿美元的股票奖励,Bhatt 价值高达 40 亿美元的股票奖励,或者接近众所周知的十袋大亨。</blockquote></p><p> But in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”</p><p><blockquote>但为了打击收入不平等,这对潜在的亿万富翁夫妇象征性地减薪,美国工人的平均年薪降至 34,248 美元。正如喜剧演员雅科夫-斯米尔诺夫(Yakov Smirnoff)喜欢说的那样:“多么美好的国家啊!”</blockquote></p><p> How those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.</p><p><blockquote>这些工人的情况将是定于本周五发布的月度就业报告的主题。</blockquote></p><p> Economists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.</p><p><blockquote>经济学家对非农就业人数的预测集中在增加 90 万人左右。Jefferies 经济学家 Aneta Markowska 和 Thomas Simons 估计,这一增幅可能会超过人们期待已久的 100 万大关;他们预测120万。</blockquote></p><p> Markowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)</p><p><blockquote>Markowska和Simons认为,一些州补充失业救济金的到期将增加劳动力供应,尽管这是一个有争议的问题。(有关就业市场的更多信息,请参阅本周的封面故事)。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST\">Barron's</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","SPY":"标普500ETF"},"source_url":"https://www.barrons.com/articles/stocks-news-robinhood-sp500-51627692215?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142925544","content_text":"“Yes, it’s summer, my time of year,”as the group War sangin that golden oldie “Summer” from the 1970s, recalling pleasant times at the beach or by the barbecue. No need to remind anyone back then of droughts, wildfires, or Covid-19 surges that are unfortunate features of the steamy season this year.\nBut the coming of August also means entering what historically has been the most treacherous stretch of the year for stocks, according to data going back to 1928 compiled by Bank of America analyst Stephen Suttmeier. He finds that theS&P 500index had a negative return averaging 0.03% in August, September, and October—the worst three-month span of the year for the big-cap benchmark. In fact, they constitute the only three-month period that averages in the red.\nAugust actually is bracketed by the best and worst months of the year, he adds in a research note. July averages a 1.58% return on the S&P 500, with positive results 59.1% of the time, while September averages a negative 1.03%, ending in the plus column less than half of the time, or 45%.\nThis July did even better than the norm, with the S&P 500 gaining 2.27%. It also was the sixth consecutive up month for the index—the longest positive streak since September 2018, according to Dow Jones’ statistical mavens. During that period, its cumulative advance was 18.34%.\nAugust’s record is in between, with an average 0.70% S&P 500 return and positive results 58.1% of the time, marking a transition from the “summer rip” to the “fall dip.”\nNot surprisingly, the laggard returns of the August-October period are accompanied by an uptick in volatility, Suttmeier finds. Based on records going back to 1992, theCboe Volatility Index,or VIX, has often seen spikes during those months, following relatively subdued volatility in the April-July period.\nPast isn’t necessarily prologue, but if it is, the timing of the initial public offering byRobinhood Markets(ticker: HOOD) might prove propitious, if the stock market does have its typical seasonal rough patch. The online broker, whose putative mission is to open investing to novices supposedly ignored by established outfits, sold 55 million shares at $38 on Thursday. In the process, it provided a valuable lesson to all those who got in on the IPO: Buy low and sell high.\nThe company evidently fulfilled the latter imperative, selling its shares high, even though they were priced at the low end of the expected $38-$42 range. Their price sank 8.4% on their first day of trading, although they recouped a bit on Friday. By week’s end, buyers of Robinhood’s IPO who held were down 7.5%.\nAmong those who sold high were the company’s co-founders, CEO Vladimir Tenev and Chief Creative Officer Baiju Bhatt, who each offloaded 1.25 million shares in the IPO. As my illustrious predecessor, Alan Abelson, liked to observe, there are many good reasons to sell a stock, but expecting it to go up isn’t one of them. That has never been more true, given the ability of rich owners to monetize their assets by borrowing against them cheaply, and without incurring capital-gains taxes.\nTo be sure, Tenev and Bhatt still have significant stakes in Robinhood. Asour colleague Avi Salzman reported, these were worth $2.5 billion at the initial offering price, and Tenev and Bhatt retain voting control. The two also could receive awards of shares worth as much as $6.7 billion for Tenev and $4 billion for Bhatt, if the stock hits $300, or nearly the proverbial ten-bagger from here.\nBut in a blow against income inequality, the potential billionaire pair took symbolic pay cuts, to $34,248, the average annual wage of American workers. As the comedian Yakov Smirnoff likes to say, “What a country!”\nHow those workers are faring will be a subject of the monthly employment report slated for release this coming Friday.\nEconomists’ forecasts for nonfarm payrolls center around a gain of 900,000. Jefferies economists Aneta Markowska and Thomas Simons estimate that the increase could top the long-anticipated one million mark; they forecast 1.2 million.\nMarkowska and Simons think the expiration of supplemental unemployment benefits in some states will boost the labor supply, although that is a matter of significant debate. (For more on the jobs market, seethis week’s cover story.)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883719635,"gmtCreate":1631272463727,"gmtModify":1631883903105,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581490787994555","idStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$PFE 20210910 48.0 CALL(PFE)$</a>GG ","listText":"<a href=\"https://laohu8.com/S/PFE\">$PFE 20210910 48.0 CALL(PFE)$</a>GG ","text":"$PFE 20210910 48.0 CALL(PFE)$GG","images":[{"img":"https://static.tigerbbs.com/f002a6f18648611bbfc90d627fd3275b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/883719635","isVote":1,"tweetType":1,"viewCount":4238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891448922,"gmtCreate":1628418213566,"gmtModify":1631891493985,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581490787994555","idStr":"3581490787994555"},"themes":[],"title":"","htmlText":"Usd140b cash? Hmm","listText":"Usd140b cash? Hmm","text":"Usd140b cash? Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891448922","repostId":"1139912651","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173387949,"gmtCreate":1626617600881,"gmtModify":1631884440011,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581490787994555","idStr":"3581490787994555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BA\">$Boeing(BA)$</a>when to long ","listText":"<a href=\"https://laohu8.com/S/BA\">$Boeing(BA)$</a>when to long ","text":"$Boeing(BA)$when to long","images":[{"img":"https://static.tigerbbs.com/23c79bc4bed1095ad82b827dada8c438","width":"750","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/173387949","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"content":"最近疫情叠加大盘。留点资金。200左右应该可以买","text":"最近疫情叠加大盘。留点资金。200左右应该可以买","html":"最近疫情叠加大盘。留点资金。200左右应该可以买"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892275983,"gmtCreate":1628669253742,"gmtModify":1631891493976,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581490787994555","idStr":"3581490787994555"},"themes":[],"title":"","htmlText":"Banks too?","listText":"Banks too?","text":"Banks too?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892275983","repostId":"1147144306","repostType":4,"repost":{"id":"1147144306","kind":"news","pubTimestamp":1628651652,"share":"https://www.laohunote.com/m/news/1147144306?lang=zh_CN&edition=full","pubTime":"2021-08-11 11:14","market":"sh","language":"en","title":"What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147144306","media":"Market Wacth","summary":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>","source":"lsy1604288433698","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和行业将从基础设施法案中受益?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-11 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>在美国之后,哪些资产将获得提振。参议院周二在两党广泛支持下通过了一项约1万亿美元的基础设施建设方案,使其有可能在众议院获得通过,并由乔·拜登总统签署成为法律?</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出,并向供水项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目,以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师说,该法案对经济的大部分积极影响已经被金融市场所消化,但股市有可能进一步受到提振,尤其是在人们仍然担心 COVID-19 德尔塔变异毒株可能会阻碍经济从致命大流行病中复苏的各个方面。</blockquote></p><p> “The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>“联邦金融网(Commonwealth Financial Network)投资管理主管布莱恩-普莱斯(Brian Price)在电子邮件评论中写道:”基础设施法案的通过是一个不错的头条新闻,但目前不太可能成为一个巨大的市场推动者。</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>“他说:”我认为,在过去的几周里,很多人的热情都被消化了,投资者目前正关注其他因素。他说,这或许指的是投资者目前对美联储可能逐步减少每月1200亿美元的国债和抵押贷款支持证券购买量的关注,而这在2020年3月和4月大流行病最严重的时候曾帮助稳定了市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此,周二股市仍走高,道琼斯工业平均指数(Dow Jones Industrial AverageDJIA)上涨0.46%,标准普尔500SPX上涨0.10%,创下或接近历史收盘高点。据《华尔街日报》报道,该法案在上议院以69票对30票获得通过,19名共和党人也加入了民主党的行列。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金,提供受益于基础设施法案的股票敞口<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet 数据显示,美国基础设施发展 ETFPAVE(+2.19%) 周二上涨 2.2%,过去 30 天内上涨 4.7%。铺路更高?“PAVE”ETF 在过去 30 天里一直在上涨Global X US Infrastructure Development ETF 资料来源:FactSetAs 8 月 10 日下午 4 点ET2021年6月Aug.24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.</p><p><blockquote>PAVE(指基础设施 ETF 股票代码)在 2021 年迄今已上涨 28%,而标普500和道琼斯指数今年迄今已上涨约 15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE 持有 100 只股票,从小盘股到大盘股公司,这些公司至少 50% 的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样,<a href=\"https://laohu8.com/S/IFRA\">iShares 美国基础设施 ETF</a>IFRA 上涨 1.45%,是另一种投资基础设施的方式,周二上涨 1.3%,今年前八个月上涨近 22%。iShares ETF 还包括 20 家电力公司和 4 家水务公司,因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>跟踪标普500工业部门的 SPDR ETFXLI,+1.02%,周二上涨 1%,今年迄今已上涨近 18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季,MarketWatch 的菲利普-范-多恩(Philip van Doorn)就写道,PAVE 中大约有 20 家公司可能对投资者来说最具上涨潜力。其中包括<a href=\"https://laohu8.com/S/TISI\">团队</a>周二上涨 4.4%,但今年迄今已下跌 56%<a href=\"https://laohu8.com/S/PRIM\">滨海</a>当天上涨 2.9%,但今年迄今已下跌 3.6%。</blockquote></p><p></p><p> <table> <tbody> <tr> <td><b>Company names</b></td> <td><b>YTD % return</b></td> </tr> <tr> <td>Team Inc.TISI,+4.37%</td> <td>-56.83</td> </tr> <tr> <td>Primoris Services Corp.PRIM,+2.90%</td> <td>-3.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td> <td>17.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td> <td>19.6%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td> <td>40%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td> <td>10.5%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td> <td>-5.7%</td> </tr> <tr> <td>Cleveland-Cliffs Inc.CLF,+5.05%</td> <td>78.7%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td> <td>51%</td> </tr> <tr> <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td> <td>90%</td> </tr> </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今百分比回报率</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司,+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商第一来源</a>公司BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级引流</a>Systems Inc.WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">戴康</a>工业日,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰悬崖公司 CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>RXN公司,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">赫克</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言,基础设施投资是一代人以来对道路、桥梁、隧道和美国内部运作其他领域最大的投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda 分析师 Edward Moya 说,基础设施一揽子计划如果能在众议院迅速获得通过,将对 “推动周期性贸易 ”非常有建设性,尤其是在人们对 COVID 的德尔塔变异毒株感到担忧的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>“凯投宏观(Capital Economics)美国高级经济学家迈克尔-皮尔斯(Michael Pearce)在最近的一份报告中说:”支出需要几年时间才能增加,而且无论如何都将分散到十年的剩余时间里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page\">Market Wacth</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":{"DY":"戴康工业","CMCO":"哥伦布-麦金农","TISI":"Team Inc","CLF":"克利夫兰克里夫","BLDR":"Builders FirstSource","HRI":"Herc Holdings Inc.","XLI":"工业指数ETF-SPDR","PRIM":"Primoris Services Corporation","IFRA":"iShares U.S. Infrastructure ETF","WMS":"Advanced Drainage"},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1,"symbols_score_info":{"DY":0.9,"IFRA":0.9,"PRIM":0.9,"AIMC":0.9,"WMS":0.9,"CLF":0.9,"HRI":0.9,"RXN":0.9,"TISI":0.9,"XLI":0.9,"BLDR":0.9,"CMCO":0.9}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805903838,"gmtCreate":1627830500824,"gmtModify":1633756075934,"author":{"id":"3581490787994555","authorId":"3581490787994555","name":"Willretard8","avatar":"https://static.tigerbbs.com/55d367736decafe822ab65564b27b8a2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581490787994555","idStr":"3581490787994555"},"themes":[],"title":"","htmlText":"Earnings season","listText":"Earnings season","text":"Earnings 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