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2022-01-28

Hi... I'm new here. Please teach me how to become billionaire.

2022-01-06

[财迷]

These 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</blockquote>

2022-01-06

[财迷]

Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>

2021-12-28

[财迷]

昨夜今晨：欧美股市涨嗨了！苹果冲击3万亿美元市值大关

2021-12-02

[微笑]

抱歉，原内容已删除

2021-12-01

[微笑]

抱歉，原内容已删除

2021-11-25

[微笑]

抱歉，原内容已删除

2021-11-24

[微笑]

抱歉，原内容已删除

2021-11-19

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-11-11

$SINGTEL(Z74.SI)$Predict tomorrow will earn some money.

2021-11-10

Tesla will rise to 1400.

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Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.</p><p><blockquote>他写道，苹果iOS的变化允许人们选择退出第三方跟踪，这意味着零售商不能再依赖第三方数据，必须创建自己的数据库来培养数据。该公司表示，利用数据和人工智能吸引客户的前瞻性零售商的首选包括梅西百货公司（股票代码：M）、科尔百货公司（KSS）和沃尔玛（WMT）。</blockquote></p><p>“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote.</p><p><blockquote>“在Cowen看来，品牌通过更好的产品、营销和客户体验收集第一方数据至关重要，”Chen写道。</blockquote></p><p><b> Wellness</b></p><p><blockquote><b>健康</b></blockquote></p><p>Cowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.</p><p><blockquote>Cowen的首选医疗保健包括Thorne Healthtech(THRN)、Olaplex(OLPX)和Warby Parker(WRBY)。陈写道，这三者都提供了投资将美容和医疗保健选择与专业服务相结合的公司的机会，特别是在健康成为消费者优先考虑的情况下。</blockquote></p><p>For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.</p><p><blockquote>例如，索恩在网上销售日常补充剂和家庭测试。Olaplex的头发修复产品可在网上个人购买，也可由专业沙龙批量购买。以销售眼镜而闻名的Warby Parker也提供远程医疗视力服务。</blockquote></p><p><b>Speedy Delivery and Pick Up</b></p><p><blockquote><b>快速送货和提货</b></blockquote></p><p>One thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.</p><p><blockquote>分析师写道，今年看起来不会有太大不同的一件事是消费者对快速高效购物的需求。</blockquote></p><p>“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.</p><p><blockquote>陈写道：“我们相信客户对速度和便利性的期望不断提高，而通过创新库存管理和供应链提供速度的零售商处于最佳位置。”</blockquote></p><p>Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.</p><p><blockquote>零售商发现来自Gopuff等弹出式送货服务的竞争日益激烈，该服务承诺在30分钟或更短时间内送货上门，并收取固定费用。陈说，疫情只会加剧更快获得商品的需求。</blockquote></p><p>Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.</p><p><blockquote>Cowen选择的产品交付和提货上市公司是沃尔玛（Walmart）和塔吉特(TGT)，前者提供快递，保证两小时内送达，后者于2017年收购了送货服务Shipt，提供一小时内送达。</blockquote></p><p><b>Sustainability</b></p><p><blockquote><b>可持续发展</b></blockquote></p><p>More consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).</p><p><blockquote>陈写道，更多的消费者也将重视可持续发展，“有目的的利润”将成为2022年零售商、品牌和投资者的一个关键主题。Z世代和千禧一代继续推动Cowen STAR框架（可持续性、透明度、真实性、再商务）的重要性。</blockquote></p><p>Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.</p><p><blockquote>该类别的首选包括Williams-Sonoma(WSM)和American Eagle Outfitters(AEO)。陈写道，这些公司都表现出了对可持续能源的承诺，例如承诺到2030年实现碳中和。Williams-Sonoma对其棉花和木材来源有可持续发展标准，American Eagle使用“绿色化学”来减少牛仔服装制作中的有害物质。</blockquote></p><p><b>Supply Chain Fighters</b></p><p><blockquote><b>供应链战士</b></blockquote></p><p>Retail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.</p><p><blockquote>陈写道，散户投资者应该倾向于能够抵御供应链短缺的股票。电子商务的增长也迫使零售商重塑他们的供应链网络。</blockquote></p><p>American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.</p><p><blockquote>这位分析师写道，American Eagle和Costco(COST)最近收购了物流公司，以建立管理物流和点对点交付的能力。</blockquote></p><p></body></html></p><p><blockquote></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>These 10 Retail Stocks Are Set for 2022’s Biggest Trends. 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Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-06 11:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body></p><p><blockquote><html><head></head><body></body></html></blockquote></p><p>Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.</p><p><blockquote>Cowen分析师表示，零售商将在2022年专注于五个主题，包括购物者的个性化体验、健康、送货速度、可持续发展和供应链。</blockquote></p><p>“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.</p><p><blockquote>首席分析师Oliver Chen在周二发布的一份报告中写道：“我们预计数据隐私和个性化体验将更加受到重视，‘医疗保健消费化’的兴起，以及供应链和可持续发展的新要求。”</blockquote></p><p>Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation,  which will be “significant and semi-permanent.”</p><p><blockquote>总体而言，投资者应该寻找在大盘衰退期间表现更好并在通胀期间提供稳健回报的防御性股票，这将是“显着且半永久性的”。</blockquote></p><p>Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.</p><p><blockquote>以下是考恩确定的10只股票，它们有望从今年的五大零售趋势中受益。</blockquote></p><p><b>Personalization and Privacy</b></p><p><blockquote><b>个性化和隐私</b></blockquote></p><p>Investors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.</p><p><blockquote>考恩说，投资者应该留意那些专注于客户体验和忠诚度计划的公司。</blockquote></p><p>Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.</p><p><blockquote>他写道，苹果iOS的变化允许人们选择退出第三方跟踪，这意味着零售商不能再依赖第三方数据，必须创建自己的数据库来培养数据。该公司表示，利用数据和人工智能吸引客户的前瞻性零售商的首选包括梅西百货公司（股票代码：M）、科尔百货公司（KSS）和沃尔玛（WMT）。</blockquote></p><p>“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote.</p><p><blockquote>“在Cowen看来，品牌通过更好的产品、营销和客户体验收集第一方数据至关重要，”Chen写道。</blockquote></p><p><b> Wellness</b></p><p><blockquote><b>健康</b></blockquote></p><p>Cowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.</p><p><blockquote>Cowen的首选医疗保健包括Thorne Healthtech(THRN)、Olaplex(OLPX)和Warby Parker(WRBY)。陈写道，这三者都提供了投资将美容和医疗保健选择与专业服务相结合的公司的机会，特别是在健康成为消费者优先考虑的情况下。</blockquote></p><p>For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.</p><p><blockquote>例如，索恩在网上销售日常补充剂和家庭测试。Olaplex的头发修复产品可在网上个人购买，也可由专业沙龙批量购买。以销售眼镜而闻名的Warby Parker也提供远程医疗视力服务。</blockquote></p><p><b>Speedy Delivery and Pick Up</b></p><p><blockquote><b>快速送货和提货</b></blockquote></p><p>One thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.</p><p><blockquote>分析师写道，今年看起来不会有太大不同的一件事是消费者对快速高效购物的需求。</blockquote></p><p>“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.</p><p><blockquote>陈写道：“我们相信客户对速度和便利性的期望不断提高，而通过创新库存管理和供应链提供速度的零售商处于最佳位置。”</blockquote></p><p>Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.</p><p><blockquote>零售商发现来自Gopuff等弹出式送货服务的竞争日益激烈，该服务承诺在30分钟或更短时间内送货上门，并收取固定费用。陈说，疫情只会加剧更快获得商品的需求。</blockquote></p><p>Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.</p><p><blockquote>Cowen选择的产品交付和提货上市公司是沃尔玛（Walmart）和塔吉特(TGT)，前者提供快递，保证两小时内送达，后者于2017年收购了送货服务Shipt，提供一小时内送达。</blockquote></p><p><b>Sustainability</b></p><p><blockquote><b>可持续发展</b></blockquote></p><p>More consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).</p><p><blockquote>陈写道，更多的消费者也将重视可持续发展，“有目的的利润”将成为2022年零售商、品牌和投资者的一个关键主题。Z世代和千禧一代继续推动Cowen STAR框架（可持续性、透明度、真实性、再商务）的重要性。</blockquote></p><p>Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.</p><p><blockquote>该类别的首选包括Williams-Sonoma(WSM)和American Eagle Outfitters(AEO)。陈写道，这些公司都表现出了对可持续能源的承诺，例如承诺到2030年实现碳中和。Williams-Sonoma对其棉花和木材来源有可持续发展标准，American Eagle使用“绿色化学”来减少牛仔服装制作中的有害物质。</blockquote></p><p><b>Supply Chain Fighters</b></p><p><blockquote><b>供应链战士</b></blockquote></p><p>Retail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.</p><p><blockquote>陈写道，散户投资者应该倾向于能够抵御供应链短缺的股票。电子商务的增长也迫使零售商重塑他们的供应链网络。</blockquote></p><p>American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.</p><p><blockquote>这位分析师写道，American Eagle和Costco(COST)最近收购了物流公司，以建立管理物流和点对点交付的能力。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST\">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":{"THRN":"Thorne Healthtech","OLPX":"Olaplex Holdings, Inc.","M":"梅西百货","COST":"好市多","WSM":"Williams-Sonoma Inc","WMT":"沃尔玛","WRBY":"Warby Parker Inc.","AEO":"美鹰服饰","TGT":"塔吉特","KSS":"柯尔百货"},"source_url":"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136449921","content_text":"Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation,  which will be “significant and semi-permanent.”Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.Personalization and PrivacyInvestors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote. WellnessCowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.Speedy Delivery and Pick UpOne thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.SustainabilityMore consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.Supply Chain FightersRetail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.","news_type":1,"symbols_score_info":{"THRN":0.9,"M":0.9,"TGT":0.9,"COST":0.9,"OLPX":0.9,"WMT":0.9,"WSM":0.9,"WRBY":0.9,"AEO":0.9,"KSS":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695687848,"gmtCreate":1641445887681,"gmtModify":1641445887788,"author":{"id":"4097376615126200","authorId":"4097376615126200","name":"NewPlayer","avatar":"https://static.tigerbbs.com/25c2a4dacb608029f0c4aba64695eaf7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097376615126200","authorIdStr":"4097376615126200"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695687848","repostId":"1160913391","repostType":4,"repost":{"id":"1160913391","kind":"news","pubTimestamp":1641421262,"share":"https://www.laohu8.com/m/news/1160913391?lang=zh_CN&edition=full","pubTime":"2022-01-06 06:21","market":"us","language":"en","title":"Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160913391","media":"Yahoo Finance","summary":"With markets still concerned with inflation and how the Fed may react in regard to rate hikes, inves","content":"<p><html><head></head><body>With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.</p><p><blockquote><html><head></head><body>由于市场仍然担心通胀以及美联储可能对加息做出的反应，投资者正在为不确定的2022年做准备。</body></html></blockquote></p><p>And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.</p><p><blockquote>Royce Investment Partners联席首席投资官弗朗西斯·甘农(Francis Gannon)表示，小盘股可能是新的一年抵御这些不确定性的地方。</blockquote></p><p>“I think part of the opportunity here with small caps is the fact that they haven&#39;t done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”</p><p><blockquote>甘农在雅虎财经直播（上面的视频）上表示：“我认为小盘股的部分机会在于它们的表现不如其他一些资产类别。”“今天的小盘股比最近的高点低了约8%，但许多企业的基本面继续改善。”</blockquote></p><p>According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.</p><p><blockquote>Gannon表示，2021年第四季度小盘股领域表现最好的行业是工业、金融和信息技术。</blockquote></p><p>“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”</p><p><blockquote>“我认为，在人们担心通货膨胀、工资压力等的世界里，这些领域代表着巨大的机会，”他说。“我认为这些领域代表了小盘股领域的良好机会。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2225498d282c25c1c4bff27e5f3c90a\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2022年1月3日，纽约证券交易所(NYSE)新年第一天交易，交易员在纽约证券交易所(NYSE)的大厅里工作。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p>Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.</p><p><blockquote>他表示，小盘股的另一个优势是，相对于大盘股同行，小盘股公司在指数中的参与度有所扩大，并补充说，今年小盘股“就是美国的经济”。</blockquote></p><p>“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000&#39;s performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.</p><p><blockquote>“事实上，如果你看看等权重[指数]——即[等权重]罗素2000指数去年与市值加权指数的表现，你会发现它的表现实际上比整体指数好得多，”他补充道。</blockquote></p><p>In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.</p><p><blockquote>相比之下，甘农指出，大盘股领域的情况恰恰相反，大盘股加权指数的表现落后于等权重指数。</blockquote></p><p><img src=\"https://static.tigerbbs.com/56262779d606101c958c6b6be0cc005a\" tg-width=\"843\" tg-height=\"651\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Small cap headwinds</b></p><p><blockquote><b>小盘股逆风</b></blockquote></p><p>On top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.</p><p><blockquote>甘农表示，除了对通胀和美联储持续缩减规模的担忧外，2022年波动性上升的威胁和历史表现是对小盘股领域强劲回报构成最大风险的因素。</blockquote></p><p>“I think one of the things that people aren&#39;t thinking about is in the small cap space, we&#39;ve had three double-digit return years in a row — something that we&#39;ve only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, &#39;95 through &#39;97. And we tend not to see that fourth year of double-digit returns.”</p><p><blockquote>“我认为人们没有想到的一件事是，在小盘股领域，我们已经连续三年实现两位数的回报——这在股票历史上我们只见过两次。罗素2000，”他说。“我们上次看到这种情况是在90年代中期，即95年至97年。我们往往不会看到第四年两位数的回报。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2844ddda9139e0b3eae37653a33ba9\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月29日，纽约证券交易所(NYSE)的一名交易员在屏幕上显示拜登总统正在介绍奥密克戎变种的最新情况。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p>Ultimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.</p><p><blockquote>不过，甘农最终预计，与2021年相比，市场的回报将“低迷”——这与其他专家的观点相呼应，即2022年的主题将是“增长但放缓”的经济——由于强劲、更广泛的盈利增长。</blockquote></p><p>And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.</p><p><blockquote>尽管奥密克戎变种的飙升也带来了潜在风险，但甘农仍然认为小盘股被低估。</blockquote></p><p>“The effects of inflation — we&#39;re going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that&#39;s the opportunity here.”</p><p><blockquote>“通货膨胀的影响——我们将在缩减规模周围出现波动，”他说。“但同样的道理，小盘股相对来说很便宜，这就是这里的机会。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</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; 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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\">\nSmall caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2022-01-06 06:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.</p><p><blockquote><html><head></head><body>由于市场仍然担心通胀以及美联储可能对加息做出的反应，投资者正在为不确定的2022年做准备。</body></html></blockquote></p><p>And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.</p><p><blockquote>Royce Investment Partners联席首席投资官弗朗西斯·甘农(Francis Gannon)表示，小盘股可能是新的一年抵御这些不确定性的地方。</blockquote></p><p>“I think part of the opportunity here with small caps is the fact that they haven&#39;t done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”</p><p><blockquote>甘农在雅虎财经直播（上面的视频）上表示：“我认为小盘股的部分机会在于它们的表现不如其他一些资产类别。”“今天的小盘股比最近的高点低了约8%，但许多企业的基本面继续改善。”</blockquote></p><p>According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.</p><p><blockquote>Gannon表示，2021年第四季度小盘股领域表现最好的行业是工业、金融和信息技术。</blockquote></p><p>“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”</p><p><blockquote>“我认为，在人们担心通货膨胀、工资压力等的世界里，这些领域代表着巨大的机会，”他说。“我认为这些领域代表了小盘股领域的良好机会。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2225498d282c25c1c4bff27e5f3c90a\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2022年1月3日，纽约证券交易所(NYSE)新年第一天交易，交易员在纽约证券交易所(NYSE)的大厅里工作。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p>Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.</p><p><blockquote>他表示，小盘股的另一个优势是，相对于大盘股同行，小盘股公司在指数中的参与度有所扩大，并补充说，今年小盘股“就是美国的经济”。</blockquote></p><p>“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000&#39;s performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.</p><p><blockquote>“事实上，如果你看看等权重[指数]——即[等权重]罗素2000指数去年与市值加权指数的表现，你会发现它的表现实际上比整体指数好得多，”他补充道。</blockquote></p><p>In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.</p><p><blockquote>相比之下，甘农指出，大盘股领域的情况恰恰相反，大盘股加权指数的表现落后于等权重指数。</blockquote></p><p><img src=\"https://static.tigerbbs.com/56262779d606101c958c6b6be0cc005a\" tg-width=\"843\" tg-height=\"651\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Small cap headwinds</b></p><p><blockquote><b>小盘股逆风</b></blockquote></p><p>On top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.</p><p><blockquote>甘农表示，除了对通胀和美联储持续缩减规模的担忧外，2022年波动性上升的威胁和历史表现是对小盘股领域强劲回报构成最大风险的因素。</blockquote></p><p>“I think one of the things that people aren&#39;t thinking about is in the small cap space, we&#39;ve had three double-digit return years in a row — something that we&#39;ve only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, &#39;95 through &#39;97. And we tend not to see that fourth year of double-digit returns.”</p><p><blockquote>“我认为人们没有想到的一件事是，在小盘股领域，我们已经连续三年实现两位数的回报——这在股票历史上我们只见过两次。罗素2000，”他说。“我们上次看到这种情况是在90年代中期，即95年至97年。我们往往不会看到第四年两位数的回报。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2844ddda9139e0b3eae37653a33ba9\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月29日，纽约证券交易所(NYSE)的一名交易员在屏幕上显示拜登总统正在介绍奥密克戎变种的最新情况。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p>Ultimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.</p><p><blockquote>不过，甘农最终预计，与2021年相比，市场的回报将“低迷”——这与其他专家的观点相呼应，即2022年的主题将是“增长但放缓”的经济——由于强劲、更广泛的盈利增长。</blockquote></p><p>And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.</p><p><blockquote>尽管奥密克戎变种的飙升也带来了潜在风险，但甘农仍然认为小盘股被低估。</blockquote></p><p>“The effects of inflation — we&#39;re going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that&#39;s the opportunity here.”</p><p><blockquote>“通货膨胀的影响——我们将在缩减规模周围出现波动，”他说。“但同样的道理，小盘股相对来说很便宜，这就是这里的机会。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/small-caps-2022-strategist-213657073.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/small-caps-2022-strategist-213657073.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160913391","content_text":"With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.“I think part of the opportunity here with small caps is the fact that they haven't done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000's performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.Small cap headwindsOn top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.“I think one of the things that people aren't thinking about is in the small cap space, we've had three double-digit return years in a row — something that we've only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, '95 through '97. And we tend not to see that fourth year of double-digit returns.”A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermidUltimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.“The effects of inflation — we're going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that's the opportunity here.”","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696120620,"gmtCreate":1640651856465,"gmtModify":1640651856579,"author":{"id":"4097376615126200","authorId":"4097376615126200","name":"NewPlayer","avatar":"https://static.tigerbbs.com/25c2a4dacb608029f0c4aba64695eaf7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097376615126200","authorIdStr":"4097376615126200"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696120620","repostId":"1108303862","repostType":2,"repost":{"id":"1108303862","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640650339,"share":"https://www.laohu8.com/m/news/1108303862?lang=zh_CN&edition=full","pubTime":"2021-12-28 08:12","market":"hk","language":"zh","title":"昨夜今晨：欧美股市涨嗨了！苹果冲击3万亿美元市值大关","url":"https://stock-news.laohu8.com/highlight/detail?id=1108303862","media":"老虎资讯综合","summary":"摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，特斯拉涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n\n海外市场\n1、道指收涨","content":"<blockquote>\n 摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨，道指涨0.98%，标普500指数涨1.38%，纳指涨1.39%，其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静，没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外，经济数据也将较清淡。</p>\n<p>分析称，由于缺乏流动性，市场波动在节假日期间会被放大。在许多交易者退出场外的情况下，由于交易对象较少，人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高，特斯拉涨2.52%，Rivian大涨10.58%，Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌，哔哩哔哩跌2.88%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%；</p>\n<p>其他中概股方面，微博涨1.08%，雾芯科技涨1.22%。造车新势力齐跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一，欧股主要指数上涨，截止收盘，德国DAX30指数涨0.50%；法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播，但投资者似乎愿意购买被认为有风险的资产，使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周，黄金期货周一收跌，结束了此前连续三个交易日上涨的行情，但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内，黄金期货价格累计上涨0.4%，创11月19日以来的最高收盘价。据FactSet 数据，今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说，“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示，计划在2022年提高从通心粉和奶酪零食等一系列食品的价格，消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示，食品价格全部都在上涨，<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内，美国平均每天有262名儿童因新冠肺炎住院接受治疗，住院人数比一周前增加了近35%，比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周，日本政府终于出手，加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道，日本经济产业省发布了一份提供储备阿曼原油的政府招标文件，目前这些原油储存在九州志布志市，预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示，这一举措也是日本协同其他原油消费国的抛储计划的一部分，后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起，该市所有私营企业必须要求所有员工提供新冠疫苗接种证明，并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后，纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉，该疫苗强制令将影响纽约市总计18.5万家企业，不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示，该国累计确诊感染新冠病毒病例数已突破七百万，因感染新冠死亡的人数则已于日前突破十一万。当天，德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织：2021年十大气象灾害造成1700亿损失，最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称，气象灾害今年给全球造成巨大损失。具体而言，今年破坏最严重的十大气象灾害共计造成1700多亿美元损失，比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年，并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查，谷歌全年收入预计将攀升39%，达到2540亿美元，势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前，由于新冠肺炎在员工中传播，苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：欧美股市涨嗨了！苹果冲击3万亿美元市值大关</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n昨夜今晨：欧美股市涨嗨了！苹果冲击3万亿美元市值大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-28 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨，道指涨0.98%，标普500指数涨1.38%，纳指涨1.39%，其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静，没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外，经济数据也将较清淡。</p>\n<p>分析称，由于缺乏流动性，市场波动在节假日期间会被放大。在许多交易者退出场外的情况下，由于交易对象较少，人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高，特斯拉涨2.52%，Rivian大涨10.58%，Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌，哔哩哔哩跌2.88%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%；</p>\n<p>其他中概股方面，微博涨1.08%，雾芯科技涨1.22%。造车新势力齐跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一，欧股主要指数上涨，截止收盘，德国DAX30指数涨0.50%；法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播，但投资者似乎愿意购买被认为有风险的资产，使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周，黄金期货周一收跌，结束了此前连续三个交易日上涨的行情，但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内，黄金期货价格累计上涨0.4%，创11月19日以来的最高收盘价。据FactSet 数据，今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说，“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示，计划在2022年提高从通心粉和奶酪零食等一系列食品的价格，消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示，食品价格全部都在上涨，<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内，美国平均每天有262名儿童因新冠肺炎住院接受治疗，住院人数比一周前增加了近35%，比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周，日本政府终于出手，加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道，日本经济产业省发布了一份提供储备阿曼原油的政府招标文件，目前这些原油储存在九州志布志市，预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示，这一举措也是日本协同其他原油消费国的抛储计划的一部分，后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起，该市所有私营企业必须要求所有员工提供新冠疫苗接种证明，并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后，纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉，该疫苗强制令将影响纽约市总计18.5万家企业，不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示，该国累计确诊感染新冠病毒病例数已突破七百万，因感染新冠死亡的人数则已于日前突破十一万。当天，德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织：2021年十大气象灾害造成1700亿损失，最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称，气象灾害今年给全球造成巨大损失。具体而言，今年破坏最严重的十大气象灾害共计造成1700多亿美元损失，比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年，并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查，谷歌全年收入预计将攀升39%，达到2540亿美元，势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前，由于新冠肺炎在员工中传播，苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4566":"资本集团","BK4507":"流媒体概念","BK4515":"5G概念",".SPX":"S&P 500 Index","BK4554":"元宇宙及AR概念","AAPL":"苹果","BK4501":"段永平概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4532":"文艺复兴科技持仓",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)",".IXIC":"NASDAQ Composite","BK4553":"喜马拉雅资本持仓","BK4505":"高瓴资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108303862","content_text":"摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，特斯拉涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n\n海外市场\n1、道指收涨350点 标普指数创纪录新高\n美股三大指数连续第四个交易日收涨，道指涨0.98%，标普500指数涨1.38%，纳指涨1.39%，其中标普500指数年内第69次收创历史新高。\n圣诞节和元旦之间的一周企业面消息平静，没有大公司计划公布财报或召开分析师会议。\n除了美国房地产市场的一些报告外，经济数据也将较清淡。\n分析称，由于缺乏流动性，市场波动在节假日期间会被放大。在许多交易者退出场外的情况下，由于交易对象较少，人们愿意买卖的价格可能会更高或更低。\n新能源汽车股集体走高，特斯拉涨2.52%，Rivian大涨10.58%，Lucid涨2.66%。\n2、热门中概股普遍下跌 哔哩哔哩跌超2%\n热门中概股普遍下跌，哔哩哔哩跌2.88%，爱奇艺跌6.52%，滴滴跌5.36%；\n其他中概股方面，微博涨1.08%，雾芯科技涨1.22%。造车新势力齐跌，小鹏汽车跌0.04%，理想汽车跌1.71%，蔚来跌1.83%。\n3、欧股主要指数上涨 英国股市圣诞节假期休市\n欧洲时间周一，欧股主要指数上涨，截止收盘，德国DAX30指数涨0.50%；法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。\n4、投资者愿购买被认为有风险的资产 美油收高2.4%\n尽管人们担心奥密克戎变异毒株在美国迅速大规模传播，但投资者似乎愿意购买被认为有风险的资产，使油价依然得到支撑。\n5、黄金期货周一收跌0.2% 守住1800美元关口\n进入2021年的最后一周，黄金期货周一收跌，结束了此前连续三个交易日上涨的行情，但成功守住了重要的心理价位1800美元。\n上周五纽约商品交易所因圣诞节休市。\n在因节假日缩短交易的一周内，黄金期货价格累计上涨0.4%，创11月19日以来的最高收盘价。据FactSet 数据，今年迄今黄金期货下跌了4.6%。\n6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用\n土耳其里拉结束连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。\n伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。\n上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。\n国际宏观\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。\n拜登在与美国一些州长会面之前说，“没有联邦解决方案。这(需要)在州一级得到解决。”\n2、食品价格将全面上涨 美国通胀压力难以消退\n美国许多食品制造商表示，计划在2022年提高从通心粉和奶酪零食等一系列食品的价格，消费者将继续面对物价上涨的情况。\n食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示，食品价格全部都在上涨，农产品、奶制品以及面包和果汁等食品明年将会变得更加昂贵。\n3、美国因新冠肺炎的儿童住院率迅速增长\n根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。\n在截至12月24日的一周内，美国平均每天有262名儿童因新冠肺炎住院接受治疗，住院人数比一周前增加了近35%，比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。\n4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。\n5、日本启动首批原油抛储招标 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money.","images":[{"img":"https://static.tigerbbs.com/bdeb1824a3c993dd14599c8f77e182e0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870211002","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696120620,"gmtCreate":1640651856465,"gmtModify":1640651856579,"author":{"id":"4097376615126200","authorId":"4097376615126200","name":"NewPlayer","avatar":"https://static.tigerbbs.com/25c2a4dacb608029f0c4aba64695eaf7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097376615126200","idStr":"4097376615126200"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696120620","repostId":"1108303862","repostType":2,"repost":{"id":"1108303862","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640650339,"share":"https://www.laohu8.com/m/news/1108303862?lang=zh_CN&edition=full","pubTime":"2021-12-28 08:12","market":"hk","language":"zh","title":"昨夜今晨：欧美股市涨嗨了！苹果冲击3万亿美元市值大关","url":"https://stock-news.laohu8.com/highlight/detail?id=1108303862","media":"老虎资讯综合","summary":"摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，特斯拉涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n\n海外市场\n1、道指收涨","content":"<blockquote>\n 摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨，道指涨0.98%，标普500指数涨1.38%，纳指涨1.39%，其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静，没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外，经济数据也将较清淡。</p>\n<p>分析称，由于缺乏流动性，市场波动在节假日期间会被放大。在许多交易者退出场外的情况下，由于交易对象较少，人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高，特斯拉涨2.52%，Rivian大涨10.58%，Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌，哔哩哔哩跌2.88%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%；</p>\n<p>其他中概股方面，微博涨1.08%，雾芯科技涨1.22%。造车新势力齐跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一，欧股主要指数上涨，截止收盘，德国DAX30指数涨0.50%；法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播，但投资者似乎愿意购买被认为有风险的资产，使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周，黄金期货周一收跌，结束了此前连续三个交易日上涨的行情，但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内，黄金期货价格累计上涨0.4%，创11月19日以来的最高收盘价。据FactSet 数据，今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说，“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示，计划在2022年提高从通心粉和奶酪零食等一系列食品的价格，消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示，食品价格全部都在上涨，<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内，美国平均每天有262名儿童因新冠肺炎住院接受治疗，住院人数比一周前增加了近35%，比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周，日本政府终于出手，加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道，日本经济产业省发布了一份提供储备阿曼原油的政府招标文件，目前这些原油储存在九州志布志市，预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示，这一举措也是日本协同其他原油消费国的抛储计划的一部分，后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起，该市所有私营企业必须要求所有员工提供新冠疫苗接种证明，并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后，纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉，该疫苗强制令将影响纽约市总计18.5万家企业，不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示，该国累计确诊感染新冠病毒病例数已突破七百万，因感染新冠死亡的人数则已于日前突破十一万。当天，德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织：2021年十大气象灾害造成1700亿损失，最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称，气象灾害今年给全球造成巨大损失。具体而言，今年破坏最严重的十大气象灾害共计造成1700多亿美元损失，比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年，并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查，谷歌全年收入预计将攀升39%，达到2540亿美元，势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前，由于新冠肺炎在员工中传播，苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：欧美股市涨嗨了！苹果冲击3万亿美元市值大关</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n昨夜今晨：欧美股市涨嗨了！苹果冲击3万亿美元市值大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-28 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨，道指涨0.98%，标普500指数涨1.38%，纳指涨1.39%，其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静，没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外，经济数据也将较清淡。</p>\n<p>分析称，由于缺乏流动性，市场波动在节假日期间会被放大。在许多交易者退出场外的情况下，由于交易对象较少，人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高，特斯拉涨2.52%，Rivian大涨10.58%，Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌，哔哩哔哩跌2.88%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%；</p>\n<p>其他中概股方面，微博涨1.08%，雾芯科技涨1.22%。造车新势力齐跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一，欧股主要指数上涨，截止收盘，德国DAX30指数涨0.50%；法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播，但投资者似乎愿意购买被认为有风险的资产，使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周，黄金期货周一收跌，结束了此前连续三个交易日上涨的行情，但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内，黄金期货价格累计上涨0.4%，创11月19日以来的最高收盘价。据FactSet 数据，今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说，“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示，计划在2022年提高从通心粉和奶酪零食等一系列食品的价格，消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示，食品价格全部都在上涨，<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内，美国平均每天有262名儿童因新冠肺炎住院接受治疗，住院人数比一周前增加了近35%，比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周，日本政府终于出手，加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道，日本经济产业省发布了一份提供储备阿曼原油的政府招标文件，目前这些原油储存在九州志布志市，预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示，这一举措也是日本协同其他原油消费国的抛储计划的一部分，后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起，该市所有私营企业必须要求所有员工提供新冠疫苗接种证明，并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后，纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉，该疫苗强制令将影响纽约市总计18.5万家企业，不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示，该国累计确诊感染新冠病毒病例数已突破七百万，因感染新冠死亡的人数则已于日前突破十一万。当天，德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织：2021年十大气象灾害造成1700亿损失，最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称，气象灾害今年给全球造成巨大损失。具体而言，今年破坏最严重的十大气象灾害共计造成1700多亿美元损失，比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年，并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查，谷歌全年收入预计将攀升39%，达到2540亿美元，势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前，由于新冠肺炎在员工中传播，苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4566":"资本集团","BK4507":"流媒体概念","BK4515":"5G概念",".SPX":"S&P 500 Index","BK4554":"元宇宙及AR概念","AAPL":"苹果","BK4501":"段永平概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4532":"文艺复兴科技持仓",".DJI":"道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)",".IXIC":"NASDAQ Composite","BK4553":"喜马拉雅资本持仓","BK4505":"高瓴资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108303862","content_text":"摘要：①美股四连涨，纳指涨1.39%，新能源汽车股集体走强，特斯拉涨2.5%；②投资者愿购买被认为有风险的资产，美油收高2.4%；③食品价格将全面上涨，美国通胀压力难以消退。\n\n海外市场\n1、道指收涨350点 标普指数创纪录新高\n美股三大指数连续第四个交易日收涨，道指涨0.98%，标普500指数涨1.38%，纳指涨1.39%，其中标普500指数年内第69次收创历史新高。\n圣诞节和元旦之间的一周企业面消息平静，没有大公司计划公布财报或召开分析师会议。\n除了美国房地产市场的一些报告外，经济数据也将较清淡。\n分析称，由于缺乏流动性，市场波动在节假日期间会被放大。在许多交易者退出场外的情况下，由于交易对象较少，人们愿意买卖的价格可能会更高或更低。\n新能源汽车股集体走高，特斯拉涨2.52%，Rivian大涨10.58%，Lucid涨2.66%。\n2、热门中概股普遍下跌 哔哩哔哩跌超2%\n热门中概股普遍下跌，哔哩哔哩跌2.88%，爱奇艺跌6.52%，滴滴跌5.36%；\n其他中概股方面，微博涨1.08%，雾芯科技涨1.22%。造车新势力齐跌，小鹏汽车跌0.04%，理想汽车跌1.71%，蔚来跌1.83%。\n3、欧股主要指数上涨 英国股市圣诞节假期休市\n欧洲时间周一，欧股主要指数上涨，截止收盘，德国DAX30指数涨0.50%；法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。\n4、投资者愿购买被认为有风险的资产 美油收高2.4%\n尽管人们担心奥密克戎变异毒株在美国迅速大规模传播，但投资者似乎愿意购买被认为有风险的资产，使油价依然得到支撑。\n5、黄金期货周一收跌0.2% 守住1800美元关口\n进入2021年的最后一周，黄金期货周一收跌，结束了此前连续三个交易日上涨的行情，但成功守住了重要的心理价位1800美元。\n上周五纽约商品交易所因圣诞节休市。\n在因节假日缩短交易的一周内，黄金期货价格累计上涨0.4%，创11月19日以来的最高收盘价。据FactSet 数据，今年迄今黄金期货下跌了4.6%。\n6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用\n土耳其里拉结束连续五天的上涨行情，虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺，但投资者并不买账。\n伊斯坦布尔时间下午6：37，里拉兑美元下跌7.2%至1美元兑11.4665里拉，稍早一度跌至11.5831里拉。今年以来，里拉贬值幅度超过35%，是2021年跌幅最大的新兴市场货币。\n上周五，土耳其总统埃尔多安表示，在采取多项措施支持里拉，包括推出新工具来保护里拉存款持有人后，里拉币值将“逐步”稳定。央行的数据也表明，当局一直在干预外汇市场，里拉上周上涨54%，扭转了前周下跌15%的势头。\n国际宏观\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长，但承认各州需要带头控制大流行。\n拜登在与美国一些州长会面之前说，“没有联邦解决方案。这(需要)在州一级得到解决。”\n2、食品价格将全面上涨 美国通胀压力难以消退\n美国许多食品制造商表示，计划在2022年提高从通心粉和奶酪零食等一系列食品的价格，消费者将继续面对物价上涨的情况。\n食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示，食品价格全部都在上涨，农产品、奶制品以及面包和果汁等食品明年将会变得更加昂贵。\n3、美国因新冠肺炎的儿童住院率迅速增长\n根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。\n在截至12月24日的一周内，美国平均每天有262名儿童因新冠肺炎住院接受治疗，住院人数比一周前增加了近35%，比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。\n4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n圣诞节周末打乱美国人出行计划的航班取消问题延续到周一，在航空公司本就因新冠肺炎病例激增而人手不足的情况下，冬季风暴更是令他们雪上加霜。\n5、日本启动首批原油抛储招标 强调密切盯市伺机再出手\n在2021年的最后一周，日本政府终于出手，加入了全球抛售原油储备的队伍。\n根据媒体报道，日本经济产业省发布了一份提供储备阿曼原油的政府招标文件，目前这些原油储存在九州志布志市，预定的交付日期为明年三月至六月。\n政府官员接受媒体采访时表示，这一举措也是日本协同其他原油消费国的抛储计划的一部分，后续将会有更多的动作。\n6、美国纽约市私营企业员工新冠疫苗强制令生效\n美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起，该市所有私营企业必须要求所有员工提供新冠疫苗接种证明，并准备好文件供市政官员检查。\n在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后，纽约市市长比尔·德布拉西奥(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉，该疫苗强制令将影响纽约市总计18.5万家企业，不遵守该规定的企业将面临最低1000美元的罚款。\n7、德国累计确诊超700万、死亡11万 多州收紧防疫措施\n德国疾控机构27日公布的数据显示，该国累计确诊感染新冠病毒病例数已突破七百万，因感染新冠死亡的人数则已于日前突破十一万。当天，德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。\n8、英国援助组织：2021年十大气象灾害造成1700亿损失，最严重为飓风“艾达”\n一家英国援助组织当天发布报告称，气象灾害今年给全球造成巨大损失。具体而言，今年破坏最严重的十大气象灾害共计造成1700多亿美元损失，比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。\n市场观点\n公司新闻\n1、谷歌A年内大涨近七成 其他大型科技股只能“望其项背”\n从股价来看，谷歌(母公司Alphabet即将录得其自2009年以来最好的一年，并即将成为2021年表现最好的大型科技股。\n根据Refinitiv调查，谷歌全年收入预计将攀升39%，达到2540亿美元，势将录得自2007年以来的最大营收增长。\n2、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n美国几家大型零售商宣布关闭多个城市的门店，理由有很多，从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。\n多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布，它计划关闭其近 10000 家门店中的约 9%，并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店，以降低成本并提高利润。 CVS特别指出，大多数客户转向数字偏好促使公司重新考虑其实体存在。\n3、苹果关闭所有纽约零售店 避免线下聚集\n苹果现在决定关闭纽约市的所有门店。\n此前，由于新冠肺炎在员工中传播，苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。","news_type":1,"symbols_score_info":{".IXIC":0.9,"AAPL":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876174518,"gmtCreate":1637286816714,"gmtModify":1637286816802,"author":{"id":"4097376615126200","authorId":"4097376615126200","name":"NewPlayer","avatar":"https://static.tigerbbs.com/25c2a4dacb608029f0c4aba64695eaf7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097376615126200","idStr":"4097376615126200"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876174518","repostId":"2184989749","repostType":4,"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695687688,"gmtCreate":1641445899063,"gmtModify":1641445899186,"author":{"id":"4097376615126200","authorId":"4097376615126200","name":"NewPlayer","avatar":"https://static.tigerbbs.com/25c2a4dacb608029f0c4aba64695eaf7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097376615126200","idStr":"4097376615126200"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695687688","repostId":"1136449921","repostType":4,"repost":{"id":"1136449921","kind":"news","pubTimestamp":1641441214,"share":"https://www.laohu8.com/m/news/1136449921?lang=zh_CN&edition=full","pubTime":"2022-01-06 11:53","market":"us","language":"en","title":"These 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136449921","media":"Barrons","summary":"Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellne","content":"<p><html><head></head><body></p><p><blockquote><html><head></head><body></body></html></blockquote></p><p>Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.</p><p><blockquote>Cowen分析师表示，零售商将在2022年专注于五个主题，包括购物者的个性化体验、健康、送货速度、可持续发展和供应链。</blockquote></p><p>“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.</p><p><blockquote>首席分析师Oliver Chen在周二发布的一份报告中写道：“我们预计数据隐私和个性化体验将更加受到重视，‘医疗保健消费化’的兴起，以及供应链和可持续发展的新要求。”</blockquote></p><p>Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation,  which will be “significant and semi-permanent.”</p><p><blockquote>总体而言，投资者应该寻找在大盘衰退期间表现更好并在通胀期间提供稳健回报的防御性股票，这将是“显着且半永久性的”。</blockquote></p><p>Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.</p><p><blockquote>以下是考恩确定的10只股票，它们有望从今年的五大零售趋势中受益。</blockquote></p><p><b>Personalization and Privacy</b></p><p><blockquote><b>个性化和隐私</b></blockquote></p><p>Investors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.</p><p><blockquote>考恩说，投资者应该留意那些专注于客户体验和忠诚度计划的公司。</blockquote></p><p>Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.</p><p><blockquote>他写道，苹果iOS的变化允许人们选择退出第三方跟踪，这意味着零售商不能再依赖第三方数据，必须创建自己的数据库来培养数据。该公司表示，利用数据和人工智能吸引客户的前瞻性零售商的首选包括梅西百货公司（股票代码：M）、科尔百货公司（KSS）和沃尔玛（WMT）。</blockquote></p><p>“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote.</p><p><blockquote>“在Cowen看来，品牌通过更好的产品、营销和客户体验收集第一方数据至关重要，”Chen写道。</blockquote></p><p><b> Wellness</b></p><p><blockquote><b>健康</b></blockquote></p><p>Cowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.</p><p><blockquote>Cowen的首选医疗保健包括Thorne Healthtech(THRN)、Olaplex(OLPX)和Warby Parker(WRBY)。陈写道，这三者都提供了投资将美容和医疗保健选择与专业服务相结合的公司的机会，特别是在健康成为消费者优先考虑的情况下。</blockquote></p><p>For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.</p><p><blockquote>例如，索恩在网上销售日常补充剂和家庭测试。Olaplex的头发修复产品可在网上个人购买，也可由专业沙龙批量购买。以销售眼镜而闻名的Warby Parker也提供远程医疗视力服务。</blockquote></p><p><b>Speedy Delivery and Pick Up</b></p><p><blockquote><b>快速送货和提货</b></blockquote></p><p>One thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.</p><p><blockquote>分析师写道，今年看起来不会有太大不同的一件事是消费者对快速高效购物的需求。</blockquote></p><p>“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.</p><p><blockquote>陈写道：“我们相信客户对速度和便利性的期望不断提高，而通过创新库存管理和供应链提供速度的零售商处于最佳位置。”</blockquote></p><p>Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.</p><p><blockquote>零售商发现来自Gopuff等弹出式送货服务的竞争日益激烈，该服务承诺在30分钟或更短时间内送货上门，并收取固定费用。陈说，疫情只会加剧更快获得商品的需求。</blockquote></p><p>Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.</p><p><blockquote>Cowen选择的产品交付和提货上市公司是沃尔玛（Walmart）和塔吉特(TGT)，前者提供快递，保证两小时内送达，后者于2017年收购了送货服务Shipt，提供一小时内送达。</blockquote></p><p><b>Sustainability</b></p><p><blockquote><b>可持续发展</b></blockquote></p><p>More consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).</p><p><blockquote>陈写道，更多的消费者也将重视可持续发展，“有目的的利润”将成为2022年零售商、品牌和投资者的一个关键主题。Z世代和千禧一代继续推动Cowen STAR框架（可持续性、透明度、真实性、再商务）的重要性。</blockquote></p><p>Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.</p><p><blockquote>该类别的首选包括Williams-Sonoma(WSM)和American Eagle Outfitters(AEO)。陈写道，这些公司都表现出了对可持续能源的承诺，例如承诺到2030年实现碳中和。Williams-Sonoma对其棉花和木材来源有可持续发展标准，American Eagle使用“绿色化学”来减少牛仔服装制作中的有害物质。</blockquote></p><p><b>Supply Chain Fighters</b></p><p><blockquote><b>供应链战士</b></blockquote></p><p>Retail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.</p><p><blockquote>陈写道，散户投资者应该倾向于能够抵御供应链短缺的股票。电子商务的增长也迫使零售商重塑他们的供应链网络。</blockquote></p><p>American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.</p><p><blockquote>这位分析师写道，American Eagle和Costco(COST)最近收购了物流公司，以建立管理物流和点对点交付的能力。</blockquote></p><p></body></html></p><p><blockquote></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>These 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</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\">\nThese 10 Retail Stocks Are Set for 2022’s Biggest Trends. Here’s Why.<blockquote>这10只零售股将成为2022年的最大趋势。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-06 11:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body></p><p><blockquote><html><head></head><body></body></html></blockquote></p><p>Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.</p><p><blockquote>Cowen分析师表示，零售商将在2022年专注于五个主题，包括购物者的个性化体验、健康、送货速度、可持续发展和供应链。</blockquote></p><p>“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.</p><p><blockquote>首席分析师Oliver Chen在周二发布的一份报告中写道：“我们预计数据隐私和个性化体验将更加受到重视，‘医疗保健消费化’的兴起，以及供应链和可持续发展的新要求。”</blockquote></p><p>Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation,  which will be “significant and semi-permanent.”</p><p><blockquote>总体而言，投资者应该寻找在大盘衰退期间表现更好并在通胀期间提供稳健回报的防御性股票，这将是“显着且半永久性的”。</blockquote></p><p>Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.</p><p><blockquote>以下是考恩确定的10只股票，它们有望从今年的五大零售趋势中受益。</blockquote></p><p><b>Personalization and Privacy</b></p><p><blockquote><b>个性化和隐私</b></blockquote></p><p>Investors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.</p><p><blockquote>考恩说，投资者应该留意那些专注于客户体验和忠诚度计划的公司。</blockquote></p><p>Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.</p><p><blockquote>他写道，苹果iOS的变化允许人们选择退出第三方跟踪，这意味着零售商不能再依赖第三方数据，必须创建自己的数据库来培养数据。该公司表示，利用数据和人工智能吸引客户的前瞻性零售商的首选包括梅西百货公司（股票代码：M）、科尔百货公司（KSS）和沃尔玛（WMT）。</blockquote></p><p>“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote.</p><p><blockquote>“在Cowen看来，品牌通过更好的产品、营销和客户体验收集第一方数据至关重要，”Chen写道。</blockquote></p><p><b> Wellness</b></p><p><blockquote><b>健康</b></blockquote></p><p>Cowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.</p><p><blockquote>Cowen的首选医疗保健包括Thorne Healthtech(THRN)、Olaplex(OLPX)和Warby Parker(WRBY)。陈写道，这三者都提供了投资将美容和医疗保健选择与专业服务相结合的公司的机会，特别是在健康成为消费者优先考虑的情况下。</blockquote></p><p>For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.</p><p><blockquote>例如，索恩在网上销售日常补充剂和家庭测试。Olaplex的头发修复产品可在网上个人购买，也可由专业沙龙批量购买。以销售眼镜而闻名的Warby Parker也提供远程医疗视力服务。</blockquote></p><p><b>Speedy Delivery and Pick Up</b></p><p><blockquote><b>快速送货和提货</b></blockquote></p><p>One thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.</p><p><blockquote>分析师写道，今年看起来不会有太大不同的一件事是消费者对快速高效购物的需求。</blockquote></p><p>“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.</p><p><blockquote>陈写道：“我们相信客户对速度和便利性的期望不断提高，而通过创新库存管理和供应链提供速度的零售商处于最佳位置。”</blockquote></p><p>Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.</p><p><blockquote>零售商发现来自Gopuff等弹出式送货服务的竞争日益激烈，该服务承诺在30分钟或更短时间内送货上门，并收取固定费用。陈说，疫情只会加剧更快获得商品的需求。</blockquote></p><p>Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.</p><p><blockquote>Cowen选择的产品交付和提货上市公司是沃尔玛（Walmart）和塔吉特(TGT)，前者提供快递，保证两小时内送达，后者于2017年收购了送货服务Shipt，提供一小时内送达。</blockquote></p><p><b>Sustainability</b></p><p><blockquote><b>可持续发展</b></blockquote></p><p>More consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).</p><p><blockquote>陈写道，更多的消费者也将重视可持续发展，“有目的的利润”将成为2022年零售商、品牌和投资者的一个关键主题。Z世代和千禧一代继续推动Cowen STAR框架（可持续性、透明度、真实性、再商务）的重要性。</blockquote></p><p>Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.</p><p><blockquote>该类别的首选包括Williams-Sonoma(WSM)和American Eagle Outfitters(AEO)。陈写道，这些公司都表现出了对可持续能源的承诺，例如承诺到2030年实现碳中和。Williams-Sonoma对其棉花和木材来源有可持续发展标准，American Eagle使用“绿色化学”来减少牛仔服装制作中的有害物质。</blockquote></p><p><b>Supply Chain Fighters</b></p><p><blockquote><b>供应链战士</b></blockquote></p><p>Retail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.</p><p><blockquote>陈写道，散户投资者应该倾向于能够抵御供应链短缺的股票。电子商务的增长也迫使零售商重塑他们的供应链网络。</blockquote></p><p>American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.</p><p><blockquote>这位分析师写道，American Eagle和Costco(COST)最近收购了物流公司，以建立管理物流和点对点交付的能力。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST\">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":{"THRN":"Thorne Healthtech","OLPX":"Olaplex Holdings, Inc.","M":"梅西百货","COST":"好市多","WSM":"Williams-Sonoma Inc","WMT":"沃尔玛","WRBY":"Warby Parker Inc.","AEO":"美鹰服饰","TGT":"塔吉特","KSS":"柯尔百货"},"source_url":"https://www.barrons.com/articles/10-retail-stocks-for-2022s-biggest-trends-51641414592?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136449921","content_text":"Retailers will focus on five themes in 2022, including personalized experiences for shoppers, wellness, delivery speed, sustainability, and supply chains, according to analysts at Cowen.“We forecast greater emphasis on data privacy and personalized experiences, the rise of ‘consumerization of healthcare’, and new imperatives for supply chain and sustainability,” lead analyst Oliver Chen wrote in a report published Tuesday.Big picture, investors should should look for defensive stocks that perform better during broad market recessions and offer solid returns amid inflation,  which will be “significant and semi-permanent.”Here are 10 stocks Cowen has identified that are poised to benefit from the year’s five retail trends.Personalization and PrivacyInvestors should look out for companies that have focused on customer experience and loyalty programs, Cowen said.Changes to Apple‘s iOS allowing people to opt-out of third party tracking means retailers can’t rely on third party data anymore and have to create their own databases to cultivate their data, he wrote. Top picks for forward-thinking retailers using data and artificial intelligence to engage customers with targeted advertisements and offers include  Macy’s (ticker: M), Kohl’s (KSS) and Walmart (WMT), the firm said.“In Cowen’s view, it is critical for brands to collect first-party data through better product, marketing and customer experiences,” Chen wrote. WellnessCowen’s top healthcare picks include Thorne Healthtech (THRN), Olaplex (OLPX) and Warby Parker (WRBY). All three offer the chance to invest in companies that combine beauty and healthcare options with professional services, Chen wrote, especially with wellness being a priority for consumers.For example, Thorne sells daily supplements and at-home tests online. Olaplex’s hair repair products are available online for individual purchases as well as for bulk purchases by professional salons.Warby Parker,known for selling eyeglasses, also offers telehealth vision services.Speedy Delivery and Pick UpOne thing that won’t look that different this year is consumer demand for quick and efficient shopping, the analyst wrote.“We believe customer expectations of speed and convenience continue to increase, and retailers that deliver speed with innovative inventory management and supply chains are best positioned,” Chen wrote.Retailers have seen increased competition from pop-up delivery services such asGopuff, which promises home delivery in 30 minutes or less for a flat fee. The pandemic has only exacerbated the demand to get goods faster, Chen said.Cowen’s public company picks for product delivery and pickup are Walmart, which offers Express Delivery, which guarantees delivery within two hours, and Target (TGT), which acquired delivery service Shipt in 2017 to offer delivery within one hour.SustainabilityMore consumers will also value sustainability, Chen wrote, and “profits with a purpose,” will be a key theme for retailers, brands and investors in 2022. Gen Z and Millennials continue to drive the importance of Cowen’s STAR framework, (sustainability, transparency, authenticity, re-commerce).Top picks in this category includ Williams-Sonoma (WSM) and American Eagle Outfitters (AEO). These companies have all shown a commitment to sustainable energy, Chen wrote, such as committing to becoming carbon neutral by 2030. Williams-Sonoma has sustainability standards for the sources of its cotton and wood, and American Eagle uses “Green Chemistry” to reduce hazardous substances in the making of its denim apparel.Supply Chain FightersRetail investors should lean toward stocks that can stand up against supply-chain shortages, Chen wrote. The growth of e-commerce has forced retailers to remake their supply chain networks, too.American Eagle and Costco (COST) have recently acquired logistics companies to build capabilities in managing logistics and point-to-point delivery, the analyst wrote.","news_type":1,"symbols_score_info":{"THRN":0.9,"M":0.9,"TGT":0.9,"COST":0.9,"OLPX":0.9,"WMT":0.9,"WSM":0.9,"WRBY":0.9,"AEO":0.9,"KSS":0.9}},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695687848,"gmtCreate":1641445887681,"gmtModify":1641445887788,"author":{"id":"4097376615126200","authorId":"4097376615126200","name":"NewPlayer","avatar":"https://static.tigerbbs.com/25c2a4dacb608029f0c4aba64695eaf7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097376615126200","idStr":"4097376615126200"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695687848","repostId":"1160913391","repostType":4,"repost":{"id":"1160913391","kind":"news","pubTimestamp":1641421262,"share":"https://www.laohu8.com/m/news/1160913391?lang=zh_CN&edition=full","pubTime":"2022-01-06 06:21","market":"us","language":"en","title":"Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160913391","media":"Yahoo Finance","summary":"With markets still concerned with inflation and how the Fed may react in regard to rate hikes, inves","content":"<p><html><head></head><body>With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.</p><p><blockquote><html><head></head><body>由于市场仍然担心通胀以及美联储可能对加息做出的反应，投资者正在为不确定的2022年做准备。</body></html></blockquote></p><p>And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.</p><p><blockquote>Royce Investment Partners联席首席投资官弗朗西斯·甘农(Francis Gannon)表示，小盘股可能是新的一年抵御这些不确定性的地方。</blockquote></p><p>“I think part of the opportunity here with small caps is the fact that they haven&#39;t done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”</p><p><blockquote>甘农在雅虎财经直播（上面的视频）上表示：“我认为小盘股的部分机会在于它们的表现不如其他一些资产类别。”“今天的小盘股比最近的高点低了约8%，但许多企业的基本面继续改善。”</blockquote></p><p>According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.</p><p><blockquote>Gannon表示，2021年第四季度小盘股领域表现最好的行业是工业、金融和信息技术。</blockquote></p><p>“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”</p><p><blockquote>“我认为，在人们担心通货膨胀、工资压力等的世界里，这些领域代表着巨大的机会，”他说。“我认为这些领域代表了小盘股领域的良好机会。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2225498d282c25c1c4bff27e5f3c90a\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2022年1月3日，纽约证券交易所(NYSE)新年第一天交易，交易员在纽约证券交易所(NYSE)的大厅里工作。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p>Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.</p><p><blockquote>他表示，小盘股的另一个优势是，相对于大盘股同行，小盘股公司在指数中的参与度有所扩大，并补充说，今年小盘股“就是美国的经济”。</blockquote></p><p>“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000&#39;s performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.</p><p><blockquote>“事实上，如果你看看等权重[指数]——即[等权重]罗素2000指数去年与市值加权指数的表现，你会发现它的表现实际上比整体指数好得多，”他补充道。</blockquote></p><p>In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.</p><p><blockquote>相比之下，甘农指出，大盘股领域的情况恰恰相反，大盘股加权指数的表现落后于等权重指数。</blockquote></p><p><img src=\"https://static.tigerbbs.com/56262779d606101c958c6b6be0cc005a\" tg-width=\"843\" tg-height=\"651\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Small cap headwinds</b></p><p><blockquote><b>小盘股逆风</b></blockquote></p><p>On top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.</p><p><blockquote>甘农表示，除了对通胀和美联储持续缩减规模的担忧外，2022年波动性上升的威胁和历史表现是对小盘股领域强劲回报构成最大风险的因素。</blockquote></p><p>“I think one of the things that people aren&#39;t thinking about is in the small cap space, we&#39;ve had three double-digit return years in a row — something that we&#39;ve only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, &#39;95 through &#39;97. And we tend not to see that fourth year of double-digit returns.”</p><p><blockquote>“我认为人们没有想到的一件事是，在小盘股领域，我们已经连续三年实现两位数的回报——这在股票历史上我们只见过两次。罗素2000，”他说。“我们上次看到这种情况是在90年代中期，即95年至97年。我们往往不会看到第四年两位数的回报。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2844ddda9139e0b3eae37653a33ba9\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月29日，纽约证券交易所(NYSE)的一名交易员在屏幕上显示拜登总统正在介绍奥密克戎变种的最新情况。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p>Ultimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.</p><p><blockquote>不过，甘农最终预计，与2021年相比，市场的回报将“低迷”——这与其他专家的观点相呼应，即2022年的主题将是“增长但放缓”的经济——由于强劲、更广泛的盈利增长。</blockquote></p><p>And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.</p><p><blockquote>尽管奥密克戎变种的飙升也带来了潜在风险，但甘农仍然认为小盘股被低估。</blockquote></p><p>“The effects of inflation — we&#39;re going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that&#39;s the opportunity here.”</p><p><blockquote>“通货膨胀的影响——我们将在缩减规模周围出现波动，”他说。“但同样的道理，小盘股相对来说很便宜，这就是这里的机会。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>Small caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</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; 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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\">\nSmall caps ‘have an edge’ over large caps in 2022: Strategist<blockquote>策略师：2022年小盘股比大盘股“有优势”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2022-01-06 06:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.</p><p><blockquote><html><head></head><body>由于市场仍然担心通胀以及美联储可能对加息做出的反应，投资者正在为不确定的2022年做准备。</body></html></blockquote></p><p>And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.</p><p><blockquote>Royce Investment Partners联席首席投资官弗朗西斯·甘农(Francis Gannon)表示，小盘股可能是新的一年抵御这些不确定性的地方。</blockquote></p><p>“I think part of the opportunity here with small caps is the fact that they haven&#39;t done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”</p><p><blockquote>甘农在雅虎财经直播（上面的视频）上表示：“我认为小盘股的部分机会在于它们的表现不如其他一些资产类别。”“今天的小盘股比最近的高点低了约8%，但许多企业的基本面继续改善。”</blockquote></p><p>According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.</p><p><blockquote>Gannon表示，2021年第四季度小盘股领域表现最好的行业是工业、金融和信息技术。</blockquote></p><p>“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”</p><p><blockquote>“我认为，在人们担心通货膨胀、工资压力等的世界里，这些领域代表着巨大的机会，”他说。“我认为这些领域代表了小盘股领域的良好机会。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2225498d282c25c1c4bff27e5f3c90a\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>2022年1月3日，纽约证券交易所(NYSE)新年第一天交易，交易员在纽约证券交易所(NYSE)的大厅里工作。（斯宾塞·普拉特/盖蒂图片社摄）</span></p></blockquote></p><p>Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.</p><p><blockquote>他表示，小盘股的另一个优势是，相对于大盘股同行，小盘股公司在指数中的参与度有所扩大，并补充说，今年小盘股“就是美国的经济”。</blockquote></p><p>“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000&#39;s performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.</p><p><blockquote>“事实上，如果你看看等权重[指数]——即[等权重]罗素2000指数去年与市值加权指数的表现，你会发现它的表现实际上比整体指数好得多，”他补充道。</blockquote></p><p>In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.</p><p><blockquote>相比之下，甘农指出，大盘股领域的情况恰恰相反，大盘股加权指数的表现落后于等权重指数。</blockquote></p><p><img src=\"https://static.tigerbbs.com/56262779d606101c958c6b6be0cc005a\" tg-width=\"843\" tg-height=\"651\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Small cap headwinds</b></p><p><blockquote><b>小盘股逆风</b></blockquote></p><p>On top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.</p><p><blockquote>甘农表示，除了对通胀和美联储持续缩减规模的担忧外，2022年波动性上升的威胁和历史表现是对小盘股领域强劲回报构成最大风险的因素。</blockquote></p><p>“I think one of the things that people aren&#39;t thinking about is in the small cap space, we&#39;ve had three double-digit return years in a row — something that we&#39;ve only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, &#39;95 through &#39;97. And we tend not to see that fourth year of double-digit returns.”</p><p><blockquote>“我认为人们没有想到的一件事是，在小盘股领域，我们已经连续三年实现两位数的回报——这在股票历史上我们只见过两次。罗素2000，”他说。“我们上次看到这种情况是在90年代中期，即95年至97年。我们往往不会看到第四年两位数的回报。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c2844ddda9139e0b3eae37653a33ba9\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermid</span></p><p><blockquote><p class=\"t-img-caption\"><span>2021年11月29日，纽约证券交易所(NYSE)的一名交易员在屏幕上显示拜登总统正在介绍奥密克戎变种的最新情况。路透社/布伦丹·麦克德米德</span></p></blockquote></p><p>Ultimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.</p><p><blockquote>不过，甘农最终预计，与2021年相比，市场的回报将“低迷”——这与其他专家的观点相呼应，即2022年的主题将是“增长但放缓”的经济——由于强劲、更广泛的盈利增长。</blockquote></p><p>And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.</p><p><blockquote>尽管奥密克戎变种的飙升也带来了潜在风险，但甘农仍然认为小盘股被低估。</blockquote></p><p>“The effects of inflation — we&#39;re going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that&#39;s the opportunity here.”</p><p><blockquote>“通货膨胀的影响——我们将在缩减规模周围出现波动，”他说。“但同样的道理，小盘股相对来说很便宜，这就是这里的机会。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/small-caps-2022-strategist-213657073.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/small-caps-2022-strategist-213657073.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160913391","content_text":"With markets still concerned with inflation and how the Fed may react in regard to rate hikes, investors are gearing up for an uncertain 2022.And according to Francis Gannon, co-chief investment officer at Royce Investment Partners, small caps may be the place to weather these uncertainties in the new year.“I think part of the opportunity here with small caps is the fact that they haven't done as well as some of the other asset classes,” Gannon said on Yahoo Finance Live (video above). “Small caps today are about 8% below their most recent high and yet, fundamentals for many of the businesses continue to improve.”According to Gannon, the industries that performed the best within the small cap space in Q4 2021 were industrials, financials, and information technology.“I think those are the areas that represent great opportunity in a world where people are concerned about inflation, wage pressure, et cetera,” he said. “These are areas that I think represent good opportunity within the small cap space.”Traders work on the floor of the New York Stock Exchange (NYSE) on the first day of trading in the new year on January 03, 2022 in New York City. (Photo by Spencer Platt/Getty Images)Another edge that small caps have is the broadening participation in growth small cap companies are demonstrating within the indices relative to their larger-cap peers, he said, adding that small caps this year “are the economy” for the U.S.“In fact, if you looked at the equal-weighted [index] — so [the equal-weighted] Russell 2000's performance last year versus the cap-weighted, you would have seen it have done actually much better than the overall index,” he added.In contrast, Gannon noted that the opposite is happening in the large cap space, where cap-weighted indices are underperforming their equal-weighted counterparts.Small cap headwindsOn top of concerns surrounding inflation and the Fed’s ongoing tapering, Gannon said the threat of higher volatility in 2022 and historical performances are what pose the most significant risks to strong returns in the small cap space.“I think one of the things that people aren't thinking about is in the small cap space, we've had three double-digit return years in a row — something that we've only seen twice before in the history of the Russell 2000,” he said. “The last time we saw it was back in the mid-90s, '95 through '97. And we tend not to see that fourth year of double-digit returns.”A trader works as a screen displays President Biden delivering an update on the Omicron variant, on the floor of the New York Stock Exchange (NYSE) November 29, 2021. REUTERS/Brendan McDermidUltimately, though, Gannon is expecting “muted returns” in the market compared to 2021 — echoing other experts’ opinions that the theme for 2022 will be a “growing but slowing” economy — with small caps edging out their large-cap peers due to strong, broader earnings growth.And while the Omicron variant surge also poses a potential risk, Gannon still believes small cap equities to be undervalued.“The effects of inflation — we're going to have volatility around [the] taper,” he said. “But in the same token, small caps are cheap on a relative basis, and that's the opportunity here.”","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}