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Spang
2021-06-25
[哇塞]
Infrastructure and the stock market -- here's what the $1 trillion deal means
Spang
2021-06-24
[财迷]
抱歉,原内容已删除
Spang
2021-06-21
[笑哭]
Blockchain stocks dipped in premarket trading
Spang
2021-06-18
[惊讶]
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Spang
2021-06-18
[开心]
Gold regains some ground, but heads for worst week in almost 9 months
Spang
2021-06-17
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These 10 Stocks Make Up 85% of Warren Buffett's Portfolio
Spang
2021-06-17
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Wall Street closes lower as Fed officials project rate hikes for 2023
Spang
2021-06-16
Nice
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Spang
2021-06-16
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Spang
2021-06-15
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One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts
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The breakthrough was welcome after weeks of strained negotiations between the Biden administration and Republican senators earlier this year failed to bear fruit, while a push for a plan during the Trump administration turned the term \"infrastructure week\" into a political punchline.</p>\n<p>Among standout winners in Thursday's session, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development exchange-traded fund <a href=\"https://laohu8.com/S/PAVE\">$(PAVE)$</a> jumped 1.5%, outpacing major benchmarks. The ETF is weighted toward stocks in industrials (63.4%) and materials (23.7%) that are expected to benefit most from a pickup in construction projects funded by the program.</p>\n<p>Construction-equipment maker Caterpillar Inc. <a href=\"https://laohu8.com/S/CAT\">$(CAT)$</a>, a popular infrastructure play, was among upside leaders on the Dow, ending the day up more than 2%.</p>\n<p>Telecom and green-energy bulls were also cheered by the deal. Josh Duitz, portfolio manager of the <a href=\"https://laohu8.com/S/ASGI\">Aberdeen Standard Global Infrastructure Income Fund</a> (ASGI), expects the deal to help accelerate existing trends toward increased investment in green energy and 5G that are still in their early days.</p>\n<p>\"The prospect of legislation is clearly positive, but the reality is that infrastructure investment is going to be strong going forward regardless of what happens on Capitol Hill,\" Duitz said in emailed comments. \"The green-energy and 5G revolutions are already happening and this bill would simply accelerate infrastructure spending.\"</p>\n<p>More generally speaking, analysts said the deal will add to the fiscal spending tailwind already contributing momentum to the reopening of the U.S. economy. What's more, many investors are penciling in additional spending beyond the scope of the package outlined by Biden and lawmakers on Thursday.</p>\n<p>\"We will very likely get more than $2 trillion in additional spending this year --including this bipartisan agreement and a partisan 'social infrastructure' deal later this year, which bolsters the outlook for corporate profits and should keep this bull market going strong well beyond 2021,\" said Jeff Buchbinder, equity strategist at LPL Financial.</p>\n<p>But significant negotiations are still to come, with Biden and congressional Democratic leaders facing the challenge of securing unified support among fellow party members, noted analysts Sarah Bianchi and Tobin Marcus, analysts at Evercore ISI.</p>\n<p>Momentum has been growing for a two-step approach to infrastructure spending . In that strategy, the bipartisan plan first would draw the 60 votes in the Senate that are needed to bypass the filibuster. Then, Democrats would go it alone to pass another, bigger spending package that includes spending on education, health care and antipoverty measures by a simple majority vote through a process known as budget reconciliation.</p>\n<p>\"Democratic leadership wants to move forward with both the bipartisan deal and the first step in the reconciliation process in July, but the timing of these steps will be delicate as Democrats try to keep both progressives and moderates on board,\" said Bianchi and Marcus, in a note.</p>\n<p>The biggest risk is that progressive Democrats find the deal to be too narrow, though that could be addressed via the second reconciliation bill, said Andrew Little, an analyst at Global X. \"It will take years for this federal money to be spent, making this a continued long-term theme with powerful tailwinds.\"</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>Infrastructure and the stock market -- here's what the $1 trillion deal means</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\">\nInfrastructure and the stock market -- here's what the $1 trillion deal means\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-25 17:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Maybe it really is infrastructure week.</p>\n<p>Stock-market investors applauded Thursday, pushing the Dow Jones Industrial Average sharply higher and scoring another round of record finishes on a $1 trillion infrastructure package.</p>\n<p>Investors have spent years weighing the prospect of a sizable infrastructure spending bill. The breakthrough was welcome after weeks of strained negotiations between the Biden administration and Republican senators earlier this year failed to bear fruit, while a push for a plan during the Trump administration turned the term \"infrastructure week\" into a political punchline.</p>\n<p>Among standout winners in Thursday's session, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development exchange-traded fund <a href=\"https://laohu8.com/S/PAVE\">$(PAVE)$</a> jumped 1.5%, outpacing major benchmarks. The ETF is weighted toward stocks in industrials (63.4%) and materials (23.7%) that are expected to benefit most from a pickup in construction projects funded by the program.</p>\n<p>Construction-equipment maker Caterpillar Inc. <a href=\"https://laohu8.com/S/CAT\">$(CAT)$</a>, a popular infrastructure play, was among upside leaders on the Dow, ending the day up more than 2%.</p>\n<p>Telecom and green-energy bulls were also cheered by the deal. Josh Duitz, portfolio manager of the <a href=\"https://laohu8.com/S/ASGI\">Aberdeen Standard Global Infrastructure Income Fund</a> (ASGI), expects the deal to help accelerate existing trends toward increased investment in green energy and 5G that are still in their early days.</p>\n<p>\"The prospect of legislation is clearly positive, but the reality is that infrastructure investment is going to be strong going forward regardless of what happens on Capitol Hill,\" Duitz said in emailed comments. \"The green-energy and 5G revolutions are already happening and this bill would simply accelerate infrastructure spending.\"</p>\n<p>More generally speaking, analysts said the deal will add to the fiscal spending tailwind already contributing momentum to the reopening of the U.S. economy. What's more, many investors are penciling in additional spending beyond the scope of the package outlined by Biden and lawmakers on Thursday.</p>\n<p>\"We will very likely get more than $2 trillion in additional spending this year --including this bipartisan agreement and a partisan 'social infrastructure' deal later this year, which bolsters the outlook for corporate profits and should keep this bull market going strong well beyond 2021,\" said Jeff Buchbinder, equity strategist at LPL Financial.</p>\n<p>But significant negotiations are still to come, with Biden and congressional Democratic leaders facing the challenge of securing unified support among fellow party members, noted analysts Sarah Bianchi and Tobin Marcus, analysts at Evercore ISI.</p>\n<p>Momentum has been growing for a two-step approach to infrastructure spending . In that strategy, the bipartisan plan first would draw the 60 votes in the Senate that are needed to bypass the filibuster. Then, Democrats would go it alone to pass another, bigger spending package that includes spending on education, health care and antipoverty measures by a simple majority vote through a process known as budget reconciliation.</p>\n<p>\"Democratic leadership wants to move forward with both the bipartisan deal and the first step in the reconciliation process in July, but the timing of these steps will be delicate as Democrats try to keep both progressives and moderates on board,\" said Bianchi and Marcus, in a note.</p>\n<p>The biggest risk is that progressive Democrats find the deal to be too narrow, though that could be addressed via the second reconciliation bill, said Andrew Little, an analyst at Global X. \"It will take years for this federal money to be spent, making this a continued long-term theme with powerful tailwinds.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146402599","content_text":"Maybe it really is infrastructure week.\nStock-market investors applauded Thursday, pushing the Dow Jones Industrial Average sharply higher and scoring another round of record finishes on a $1 trillion infrastructure package.\nInvestors have spent years weighing the prospect of a sizable infrastructure spending bill. The breakthrough was welcome after weeks of strained negotiations between the Biden administration and Republican senators earlier this year failed to bear fruit, while a push for a plan during the Trump administration turned the term \"infrastructure week\" into a political punchline.\nAmong standout winners in Thursday's session, the Global X U.S. Infrastructure Development exchange-traded fund $(PAVE)$ jumped 1.5%, outpacing major benchmarks. The ETF is weighted toward stocks in industrials (63.4%) and materials (23.7%) that are expected to benefit most from a pickup in construction projects funded by the program.\nConstruction-equipment maker Caterpillar Inc. $(CAT)$, a popular infrastructure play, was among upside leaders on the Dow, ending the day up more than 2%.\nTelecom and green-energy bulls were also cheered by the deal. Josh Duitz, portfolio manager of the Aberdeen Standard Global Infrastructure Income Fund (ASGI), expects the deal to help accelerate existing trends toward increased investment in green energy and 5G that are still in their early days.\n\"The prospect of legislation is clearly positive, but the reality is that infrastructure investment is going to be strong going forward regardless of what happens on Capitol Hill,\" Duitz said in emailed comments. \"The green-energy and 5G revolutions are already happening and this bill would simply accelerate infrastructure spending.\"\nMore generally speaking, analysts said the deal will add to the fiscal spending tailwind already contributing momentum to the reopening of the U.S. economy. What's more, many investors are penciling in additional spending beyond the scope of the package outlined by Biden and lawmakers on Thursday.\n\"We will very likely get more than $2 trillion in additional spending this year --including this bipartisan agreement and a partisan 'social infrastructure' deal later this year, which bolsters the outlook for corporate profits and should keep this bull market going strong well beyond 2021,\" said Jeff Buchbinder, equity strategist at LPL Financial.\nBut significant negotiations are still to come, with Biden and congressional Democratic leaders facing the challenge of securing unified support among fellow party members, noted analysts Sarah Bianchi and Tobin Marcus, analysts at Evercore ISI.\nMomentum has been growing for a two-step approach to infrastructure spending . In that strategy, the bipartisan plan first would draw the 60 votes in the Senate that are needed to bypass the filibuster. Then, Democrats would go it alone to pass another, bigger spending package that includes spending on education, health care and antipoverty measures by a simple majority vote through a process known as budget reconciliation.\n\"Democratic leadership wants to move forward with both the bipartisan deal and the first step in the reconciliation process in July, but the timing of these steps will be delicate as Democrats try to keep both progressives and moderates on board,\" said Bianchi and Marcus, in a note.\nThe biggest risk is that progressive Democrats find the deal to be too narrow, though that could be addressed via the second reconciliation bill, said Andrew Little, an analyst at Global X. \"It will take years for this federal money to be spent, making this a continued long-term theme with powerful tailwinds.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126098317,"gmtCreate":1624536066539,"gmtModify":1631891888644,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126098317","repostId":"1198422658","repostType":4,"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167626062,"gmtCreate":1624266477456,"gmtModify":1631891888652,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[笑哭] ","listText":"[笑哭] ","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167626062","repostId":"1149553617","repostType":4,"repost":{"id":"1149553617","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624263578,"share":"https://www.laohu8.com/m/news/1149553617?lang=&edition=full","pubTime":"2021-06-21 16:19","market":"us","language":"en","title":"Blockchain stocks dipped in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1149553617","media":"Tiger Newspress","summary":"(June 21) Bitcoin (BTC-USD) started the week in bear mode, Last Wednesday, the Fed's surprise hawkis","content":"<p>(June 21) Bitcoin (BTC-USD) started the week in bear mode, Last Wednesday, the Fed's surprise hawkish turn . St. Louis Fed boss Jim Bullard this morning added to things Last Friday morning, saying he believes the first rate hike will come late in 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/d123707a69b0e6ba950ac413cd757015\" tg-width=\"1075\" tg-height=\"786\" referrerpolicy=\"no-referrer\"></p>\n<p>While that's still a long way off, Fed thinking has clearly gone from continuing to pump the recovery, to caution about overheating. It's hitting risk assets of all sorts, including bitcoin, now down about 6.5% on the session, and barely above $33K.</p>\n<p>Blockchain-related players: Microstrategy (MSTR-5.95%), Riot Blockchain (RIOT-5.53%), Marathon Patent (MARA-5.29%), Canaan (CAN-4.30%)</p>\n<p><img src=\"https://static.tigerbbs.com/507c43db5da2929250ca3af23986a198\" tg-width=\"308\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>Getting away from price action, adoption continues to grow, with Goldman Sachs this morning hooking up with alumnus Mike Novogratz's Galaxy Digitalto ramp up bitcoin trading offerings for its roster of institutional clients.</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>Blockchain stocks dipped in premarket trading</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\">\nBlockchain stocks dipped in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-21 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 21) Bitcoin (BTC-USD) started the week in bear mode, Last Wednesday, the Fed's surprise hawkish turn . St. Louis Fed boss Jim Bullard this morning added to things Last Friday morning, saying he believes the first rate hike will come late in 2022.</p>\n<p><img src=\"https://static.tigerbbs.com/d123707a69b0e6ba950ac413cd757015\" tg-width=\"1075\" tg-height=\"786\" referrerpolicy=\"no-referrer\"></p>\n<p>While that's still a long way off, Fed thinking has clearly gone from continuing to pump the recovery, to caution about overheating. It's hitting risk assets of all sorts, including bitcoin, now down about 6.5% on the session, and barely above $33K.</p>\n<p>Blockchain-related players: Microstrategy (MSTR-5.95%), Riot Blockchain (RIOT-5.53%), Marathon Patent (MARA-5.29%), Canaan (CAN-4.30%)</p>\n<p><img src=\"https://static.tigerbbs.com/507c43db5da2929250ca3af23986a198\" tg-width=\"308\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>Getting away from price action, adoption continues to grow, with Goldman Sachs this morning hooking up with alumnus Mike Novogratz's Galaxy Digitalto ramp up bitcoin trading offerings for its roster of institutional clients.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EBON":"亿邦国际","MSTR":"MicroStrategy","CAN":"嘉楠科技","NCTY":"第九城市","RIOT":"Riot Platforms","BTBT":"Bit Digital, Inc.","MARA":"Marathon Digital Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149553617","content_text":"(June 21) Bitcoin (BTC-USD) started the week in bear mode, Last Wednesday, the Fed's surprise hawkish turn . St. Louis Fed boss Jim Bullard this morning added to things Last Friday morning, saying he believes the first rate hike will come late in 2022.\n\nWhile that's still a long way off, Fed thinking has clearly gone from continuing to pump the recovery, to caution about overheating. It's hitting risk assets of all sorts, including bitcoin, now down about 6.5% on the session, and barely above $33K.\nBlockchain-related players: Microstrategy (MSTR-5.95%), Riot Blockchain (RIOT-5.53%), Marathon Patent (MARA-5.29%), Canaan (CAN-4.30%)\n\nGetting away from price action, adoption continues to grow, with Goldman Sachs this morning hooking up with alumnus Mike Novogratz's Galaxy Digitalto ramp up bitcoin trading offerings for its roster of institutional clients.","news_type":1},"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166296650,"gmtCreate":1624010097770,"gmtModify":1631891888663,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166296650","repostId":"1138044913","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166293386,"gmtCreate":1624009931545,"gmtModify":1631891888673,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166293386","repostId":"2144786627","repostType":4,"repost":{"id":"2144786627","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624009230,"share":"https://www.laohu8.com/m/news/2144786627?lang=&edition=full","pubTime":"2021-06-18 17:40","market":"fut","language":"en","title":"Gold regains some ground, but heads for worst week in almost 9 months","url":"https://stock-news.laohu8.com/highlight/detail?id=2144786627","media":"Reuters","summary":"* Dollar heads for best week in 9 months\n* Gold's uptick likely temporary given dollar strength - an","content":"<p>* Dollar heads for best week in 9 months</p>\n<p>* Gold's uptick likely temporary given dollar strength - analyst</p>\n<p>* Silver, platinum and palladium also recover slightly</p>\n<p>June 18 (Reuters) - Gold rose 1% on Friday as a pause in the dollar's rally helped bullion claw back some ground from a sharp slide in the previous sessions driven by the U.S. Federal Reserve's hawkish tilt, which put it on course for its worst week in nearly nine months.</p>\n<p>Spot gold climbed to $1,790.59 per ounce by 0908 GMT, but was down 4.5% for the week. U.S. gold futures gained 1% to $1,791.70.</p>\n<p>There was some bargain-hunting after the sell-off and the dollar's rally has \"stopped for a moment\", helping gold rise, ABN Amro analyst Georgette Boele said.</p>\n<p>But any uptick in gold is likely to be temporary with the dollar expected to go higher, Boele added.</p>\n<p>Palladium gained 1.9% to $2,545.18 per ounce but was on track for its worst week since March 2020 after shedding as much as 11% on Thursday.</p>\n<p>Silver rose 1.7% to $26.36 but was down more than 5% for the week. Platinum climbed about 2% to $1,078.71.</p>\n<p>The Fed on Wednesday signalled it would be considering whether to taper its asset purchase programme meeting by meeting and brought forward projections for the first post-pandemic interest rate hikes into 2023.</p>\n<p>The dollar jumped to a two-month high after the Fed comments, en route to its best week in nearly nine months.</p>\n<p>Higher interest rates translate into higher opportunity cost of holding gold.</p>\n<p>Gold's retreat below the key $1,800-per-ounce mark and other support levels, including the 100-day and 200-day moving averages, were further bearish technical signals, analysts said.</p>\n<p>But \"the reaction in gold has been somewhat overdone,\" said ED&F Man Capital Markets analyst Edward Meir.</p>\n<p>\"Despite the current high-growth, inflationary environment, the proposed Fed rate hikes are not expected to set in for at least another 18 months. So after a little bit more weakness here, gold will regroup and push higher,\" Meir said.</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>Gold regains some ground, but heads for worst week in almost 9 months</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\">\nGold regains some ground, but heads for worst week in almost 9 months\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-18 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Dollar heads for best week in 9 months</p>\n<p>* Gold's uptick likely temporary given dollar strength - analyst</p>\n<p>* Silver, platinum and palladium also recover slightly</p>\n<p>June 18 (Reuters) - Gold rose 1% on Friday as a pause in the dollar's rally helped bullion claw back some ground from a sharp slide in the previous sessions driven by the U.S. Federal Reserve's hawkish tilt, which put it on course for its worst week in nearly nine months.</p>\n<p>Spot gold climbed to $1,790.59 per ounce by 0908 GMT, but was down 4.5% for the week. U.S. gold futures gained 1% to $1,791.70.</p>\n<p>There was some bargain-hunting after the sell-off and the dollar's rally has \"stopped for a moment\", helping gold rise, ABN Amro analyst Georgette Boele said.</p>\n<p>But any uptick in gold is likely to be temporary with the dollar expected to go higher, Boele added.</p>\n<p>Palladium gained 1.9% to $2,545.18 per ounce but was on track for its worst week since March 2020 after shedding as much as 11% on Thursday.</p>\n<p>Silver rose 1.7% to $26.36 but was down more than 5% for the week. Platinum climbed about 2% to $1,078.71.</p>\n<p>The Fed on Wednesday signalled it would be considering whether to taper its asset purchase programme meeting by meeting and brought forward projections for the first post-pandemic interest rate hikes into 2023.</p>\n<p>The dollar jumped to a two-month high after the Fed comments, en route to its best week in nearly nine months.</p>\n<p>Higher interest rates translate into higher opportunity cost of holding gold.</p>\n<p>Gold's retreat below the key $1,800-per-ounce mark and other support levels, including the 100-day and 200-day moving averages, were further bearish technical signals, analysts said.</p>\n<p>But \"the reaction in gold has been somewhat overdone,\" said ED&F Man Capital Markets analyst Edward Meir.</p>\n<p>\"Despite the current high-growth, inflationary environment, the proposed Fed rate hikes are not expected to set in for at least another 18 months. So after a little bit more weakness here, gold will regroup and push higher,\" Meir said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF(iShares)","DUST":"二倍做空黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GOLD":"巴里克黄金"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144786627","content_text":"* Dollar heads for best week in 9 months\n* Gold's uptick likely temporary given dollar strength - analyst\n* Silver, platinum and palladium also recover slightly\nJune 18 (Reuters) - Gold rose 1% on Friday as a pause in the dollar's rally helped bullion claw back some ground from a sharp slide in the previous sessions driven by the U.S. Federal Reserve's hawkish tilt, which put it on course for its worst week in nearly nine months.\nSpot gold climbed to $1,790.59 per ounce by 0908 GMT, but was down 4.5% for the week. U.S. gold futures gained 1% to $1,791.70.\nThere was some bargain-hunting after the sell-off and the dollar's rally has \"stopped for a moment\", helping gold rise, ABN Amro analyst Georgette Boele said.\nBut any uptick in gold is likely to be temporary with the dollar expected to go higher, Boele added.\nPalladium gained 1.9% to $2,545.18 per ounce but was on track for its worst week since March 2020 after shedding as much as 11% on Thursday.\nSilver rose 1.7% to $26.36 but was down more than 5% for the week. Platinum climbed about 2% to $1,078.71.\nThe Fed on Wednesday signalled it would be considering whether to taper its asset purchase programme meeting by meeting and brought forward projections for the first post-pandemic interest rate hikes into 2023.\nThe dollar jumped to a two-month high after the Fed comments, en route to its best week in nearly nine months.\nHigher interest rates translate into higher opportunity cost of holding gold.\nGold's retreat below the key $1,800-per-ounce mark and other support levels, including the 100-day and 200-day moving averages, were further bearish technical signals, analysts said.\nBut \"the reaction in gold has been somewhat overdone,\" said ED&F Man Capital Markets analyst Edward Meir.\n\"Despite the current high-growth, inflationary environment, the proposed Fed rate hikes are not expected to set in for at least another 18 months. So after a little bit more weakness here, gold will regroup and push higher,\" Meir said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161385708,"gmtCreate":1623905334804,"gmtModify":1631891888690,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[正经] ","listText":"[正经] ","text":"[正经]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161385708","repostId":"2143379379","repostType":4,"repost":{"id":"2143379379","pubTimestamp":1623893744,"share":"https://www.laohu8.com/m/news/2143379379?lang=&edition=full","pubTime":"2021-06-17 09:35","market":"us","language":"en","title":"These 10 Stocks Make Up 85% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2143379379","media":"Motley Fool","summary":"Diversification isn't necessary if you know what you're doing, according to the Oracle of Omaha.","content":"<p>If you've ever wondered why <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!</p>\n<p>What's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.</p>\n<p>Another source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f21f3cc2f9e5524bd5d613063faa2\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>1. Apple: $115.6 billion</h2>\n<p>Tech kingpin <b>Apple</b> (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.</p>\n<h2>2. Bank of America: $43.2 billion</h2>\n<p>Bank stocks have long been Buffett's favorite place to put Berkshire's money work. <b>Bank of America</b> (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed3e6a16841306014bf0cfc3b1697b23\" tg-width=\"700\" tg-height=\"466\"><span>Image source: American <a href=\"https://laohu8.com/S/EXPR\">Express</a>.</span></p>\n<h2>3. American Express: $24.9 billion</h2>\n<p>Payment processor and lender <b>American Express</b> (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.</p>\n<h2>4. Coca-Cola: $22.5 billion</h2>\n<p>Speaking of long-tenured holdings, beverage behemoth <b>Coca-Cola</b> (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc21d6aabfd53f63ded95ae16cbd64e1\" tg-width=\"700\" tg-height=\"468\"><span>Image source: Getty Images.</span></p>\n<h2>5. Kraft Heinz: $14.1 billion</h2>\n<p>There's little question that <b>Kraft Heinz</b> (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.</p>\n<h2>6. Verizon Communications: $9.1 billion</h2>\n<p>Telecommunications giant <b>Verizon</b> (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably <a href=\"https://laohu8.com/S/AONE\">one</a> of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>7. U.S. Bancorp: $8.7 billion</h2>\n<p>Next to BofA, <b>U.S. Bancorp</b> (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.</p>\n<h2>8. Moody's: $8.5 billion</h2>\n<p>Credit agency and analytics company <b>Moody's</b> (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>9. BYD: $6.2 billion</h2>\n<p>Back in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY) for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors <b>NIO</b> and <b>XPeng</b> delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.</p>\n<h2>10. DaVita: $4.4 billion</h2>\n<p>Rounding out the top 10 is kidney dialysis services company <b>DaVita</b> (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.</p>","source":"fool_stock","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 Stocks Make Up 85% of Warren Buffett's Portfolio</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\">\nThese 10 Stocks Make Up 85% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:35 GMT+8 <a href=https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVA":"达维塔保健","AAPL":"苹果","AXP":"美国运通","KHC":"卡夫亨氏","BRK.A":"伯克希尔","MCO":"穆迪","VZ":"威瑞森","USB":"美国合众银行","BAC":"美国银行","BYDDY":"比亚迪ADR","KO":"可口可乐","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143379379","content_text":"If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!\nWhat's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.\nAnother source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\n1. Apple: $115.6 billion\nTech kingpin Apple (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.\n2. Bank of America: $43.2 billion\nBank stocks have long been Buffett's favorite place to put Berkshire's money work. Bank of America (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.\nImage source: American Express.\n3. American Express: $24.9 billion\nPayment processor and lender American Express (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.\n4. Coca-Cola: $22.5 billion\nSpeaking of long-tenured holdings, beverage behemoth Coca-Cola (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.\nImage source: Getty Images.\n5. Kraft Heinz: $14.1 billion\nThere's little question that Kraft Heinz (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.\n6. Verizon Communications: $9.1 billion\nTelecommunications giant Verizon (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably one of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.\nImage source: Getty Images.\n7. U.S. Bancorp: $8.7 billion\nNext to BofA, U.S. Bancorp (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.\n8. Moody's: $8.5 billion\nCredit agency and analytics company Moody's (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.\nImage source: Getty Images.\n9. BYD: $6.2 billion\nBack in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer BYD (OTC:BYDDY) for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors NIO and XPeng delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.\n10. DaVita: $4.4 billion\nRounding out the top 10 is kidney dialysis services company DaVita (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.","news_type":1},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161962486,"gmtCreate":1623901275545,"gmtModify":1631891888702,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161962486","repostId":"2144713861","repostType":4,"repost":{"id":"2144713861","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623883569,"share":"https://www.laohu8.com/m/news/2144713861?lang=&edition=full","pubTime":"2021-06-17 06:46","market":"us","language":"en","title":"Wall Street closes lower as Fed officials project rate hikes for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2144713861","media":"Reuters","summary":"June 16 - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.The Fed cited an impr","content":"<p>June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.</p>\n<p>New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.</p>\n<p>The Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.</p>\n<p>\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>The benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.</p>\n<p>With inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.</p>\n<p>The Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.</p>\n<p>\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.</p>\n<p>The Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.</p>\n<p>Only two of the S&P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.</p>\n<p>The decliners were led by utilities, materials, and consumer staples.</p>\n<p>Volume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.</p>\n<p>The S&P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.</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>Wall Street closes lower as Fed officials project rate hikes for 2023</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\">\nWall Street closes lower as Fed officials project rate hikes for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.</p>\n<p>New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.</p>\n<p>The Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.</p>\n<p>\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>The benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.</p>\n<p>With inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.</p>\n<p>The Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.</p>\n<p>\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.</p>\n<p>The Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.</p>\n<p>Only two of the S&P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.</p>\n<p>The decliners were led by utilities, materials, and consumer staples.</p>\n<p>Volume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.</p>\n<p>The S&P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","SH":"标普500反向ETF","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144713861","content_text":"June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.\nNew projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.\nThe Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.\n\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at BNP Paribas.\nThe benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.\nWith inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.\nThe Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.\n\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.\nThe Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.\nOnly two of the S&P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.\nThe decliners were led by utilities, materials, and consumer staples.\nVolume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.\nThe S&P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169622659,"gmtCreate":1623833962671,"gmtModify":1631891888712,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169622659","repostId":"1126302775","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169629105,"gmtCreate":1623833723107,"gmtModify":1631891888724,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[冷漠] ","listText":"[冷漠] ","text":"[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169629105","repostId":"2141266222","repostType":2,"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187275582,"gmtCreate":1623757243846,"gmtModify":1631891888734,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187275582","repostId":"1156005756","repostType":4,"repost":{"id":"1156005756","pubTimestamp":1623756623,"share":"https://www.laohu8.com/m/news/1156005756?lang=&edition=full","pubTime":"2021-06-15 19:30","market":"us","language":"en","title":"One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts","url":"https://stock-news.laohu8.com/highlight/detail?id=1156005756","media":"cnbc","summary":"As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well of","content":"<div>\n<p>As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts</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\">\nOne corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 19:30 GMT+8 <a href=https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMGN":"安进","JNJ":"强生","BIIB":"渤健公司","ABBV":"艾伯维公司","IBB":"生物科技指数ETF-iShares Nasdaq"},"source_url":"https://www.cnbc.com/2021/06/15/nasdaq-rally-biotech-could-lead-next-leg-oppenheimer-analyst-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156005756","content_text":"As theNasdaqhits records, one analyst is betting on a corner of the health-care sector still well offs its highs to drive thenext leg of the rally.\n“The Nasdaq Composite broadly is breaking higher, and the key reason why is that it’s not just tech anymore. You have biotechnology also lifting its head higher and participating,” Ari Wald, head of technical analysis atOppenheimer, told CNBC’s “Trading Nation” on Monday.\nTheIBB biotechnology ETF, which holds stocks such asBiogenandAmgen, has risen 6% this month. That’s roughly double the gains on the broader Nasdaq. However, it is still 7% from its February high.\n“Talking about the strength in the Nasdaq Biotech ETF, … it really started with the breakout through five-year resistance last year,” he said.\nHe added that this upturn following a consolidation looks similar to how the ETF traded last summer. Like this year, the IBB consolidated for five months and then broke higher. Wald said both of those bullish trends bode well for more upside.\nNancy Tengler, chief investment officer at Laffer Tengler Investments, prefers to be selective within the biotech space.\n\"We're playing the space with individual holdings. Our two largest areJ&J, which by the way bought Actelion which is one of the largest biotech companies, andAbbVie, which is alternately characterized as pharma and biotech,\" said Tengler.\nJohnson & Johnson and AbbVie have had a mixed month, falling 2% and gaining 2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":167626062,"gmtCreate":1624266477456,"gmtModify":1631891888652,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[笑哭] ","listText":"[笑哭] ","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167626062","repostId":"1149553617","repostType":4,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161962486,"gmtCreate":1623901275545,"gmtModify":1631891888702,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161962486","repostId":"2144713861","repostType":4,"repost":{"id":"2144713861","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623883569,"share":"https://www.laohu8.com/m/news/2144713861?lang=&edition=full","pubTime":"2021-06-17 06:46","market":"us","language":"en","title":"Wall Street closes lower as Fed officials project rate hikes for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2144713861","media":"Reuters","summary":"June 16 - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.The Fed cited an impr","content":"<p>June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.</p>\n<p>New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.</p>\n<p>The Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.</p>\n<p>\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>The benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.</p>\n<p>With inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.</p>\n<p>The Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.</p>\n<p>\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.</p>\n<p>The Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.</p>\n<p>Only two of the S&P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.</p>\n<p>The decliners were led by utilities, materials, and consumer staples.</p>\n<p>Volume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.</p>\n<p>The S&P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.</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>Wall Street closes lower as Fed officials project rate hikes for 2023</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\">\nWall Street closes lower as Fed officials project rate hikes for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 06:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.</p>\n<p>New projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.</p>\n<p>The Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.</p>\n<p>\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>The benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.</p>\n<p>With inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.</p>\n<p>The Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.</p>\n<p>\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.</p>\n<p>The Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.</p>\n<p>Only two of the S&P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.</p>\n<p>The decliners were led by utilities, materials, and consumer staples.</p>\n<p>Volume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.</p>\n<p>The S&P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","SH":"标普500反向ETF","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144713861","content_text":"June 16 (Reuters) - The three main Wall Street indexes all closed down on Wednesday, as U.S. Federal Reserve officials unnerved investors with indications that the central bank could begin rising interest rates in 2023, a year earlier than expected.\nNew projections saw a majority of 11 of 18 U.S. central bank officials pencil in at least two quarter-percentage-point rate increases for 2023. Officials also pledged to keep policy supportive for now to encourage an ongoing jobs recovery.\nThe Fed cited an improved economic outlook, with overall economic growth expected to hit 7% this year. Still, investors were surprised to learn officials were mulling rate hikes earlier than 2024.\n\"At first blush, the dot plot which projected two hikes by 2023 was more hawkish than expected, and markets reacted as such,\" said Daniel Ahn, chief U.S. economist at BNP Paribas.\nThe benchmark 10-year Treasury yield rose on the Fed news, while the dollar index , which tracks the greenback against six major currencies, rose to a six-week peak.\nWith inflation rising faster than expected and the economy bouncing back quickly, the market had been looking for clues of when the Fed may alter the policies put into place last year to combat the economic fallout from the pandemic, including a massive bond-buying program.\nThe Fed reiterated its promise to await \"substantial further progress\" before beginning to shift to policies tuned to a fully open economy. It also held its benchmark short-term interest rate near zero and said it will continue to buy $120 billion in bonds each month to fuel the economic recovery.\n\"Chair Powell has signaled, while the committee is not yet ready to taper, it is now in the minds of the committee. They've retired the phrase 'thinking about thinking about tapering', and we expect that in the next few meetings, the committee will likely formally start discussions of tapering,\" BNP's Ahn said.\nThe Dow Jones Industrial Average fell 265.66 points, or 0.77%, to 34,033.67, the S&P 500 lost 22.89 points, or 0.54%, to 4,223.7 and the Nasdaq Composite dropped 33.17 points, or 0.24%, to 14,039.68.\nOnly two of the S&P's 11 main sector indexes ended in positive territory: consumer discretionary and retail.\nThe decliners were led by utilities, materials, and consumer staples.\nVolume on U.S. exchanges was 10.90 billion shares, compared with the 10.38 billion average over the last 20 trading days.\nThe S&P 500 posted 25 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 95 new highs and 30 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126098317,"gmtCreate":1624536066539,"gmtModify":1631891888644,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126098317","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://www.laohu8.com/m/news/1198422658?lang=&edition=full","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple -Get Report and Amazon -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple (<b>AAPL</b>) -Get Report and Amazon (<b>AMZN</b>) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","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>Is Amazon Stock A Better Buy Than Apple Through 2025?</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\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8 <a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166293386,"gmtCreate":1624009931545,"gmtModify":1631891888673,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166293386","repostId":"2144786627","repostType":4,"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161385708,"gmtCreate":1623905334804,"gmtModify":1631891888690,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[正经] ","listText":"[正经] ","text":"[正经]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161385708","repostId":"2143379379","repostType":4,"repost":{"id":"2143379379","pubTimestamp":1623893744,"share":"https://www.laohu8.com/m/news/2143379379?lang=&edition=full","pubTime":"2021-06-17 09:35","market":"us","language":"en","title":"These 10 Stocks Make Up 85% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2143379379","media":"Motley Fool","summary":"Diversification isn't necessary if you know what you're doing, according to the Oracle of Omaha.","content":"<p>If you've ever wondered why <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!</p>\n<p>What's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.</p>\n<p>Another source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f21f3cc2f9e5524bd5d613063faa2\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>1. Apple: $115.6 billion</h2>\n<p>Tech kingpin <b>Apple</b> (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.</p>\n<h2>2. Bank of America: $43.2 billion</h2>\n<p>Bank stocks have long been Buffett's favorite place to put Berkshire's money work. <b>Bank of America</b> (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed3e6a16841306014bf0cfc3b1697b23\" tg-width=\"700\" tg-height=\"466\"><span>Image source: American <a href=\"https://laohu8.com/S/EXPR\">Express</a>.</span></p>\n<h2>3. American Express: $24.9 billion</h2>\n<p>Payment processor and lender <b>American Express</b> (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.</p>\n<h2>4. Coca-Cola: $22.5 billion</h2>\n<p>Speaking of long-tenured holdings, beverage behemoth <b>Coca-Cola</b> (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc21d6aabfd53f63ded95ae16cbd64e1\" tg-width=\"700\" tg-height=\"468\"><span>Image source: Getty Images.</span></p>\n<h2>5. Kraft Heinz: $14.1 billion</h2>\n<p>There's little question that <b>Kraft Heinz</b> (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.</p>\n<h2>6. Verizon Communications: $9.1 billion</h2>\n<p>Telecommunications giant <b>Verizon</b> (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably <a href=\"https://laohu8.com/S/AONE\">one</a> of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>7. U.S. Bancorp: $8.7 billion</h2>\n<p>Next to BofA, <b>U.S. Bancorp</b> (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.</p>\n<h2>8. Moody's: $8.5 billion</h2>\n<p>Credit agency and analytics company <b>Moody's</b> (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>9. BYD: $6.2 billion</h2>\n<p>Back in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY) for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors <b>NIO</b> and <b>XPeng</b> delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.</p>\n<h2>10. DaVita: $4.4 billion</h2>\n<p>Rounding out the top 10 is kidney dialysis services company <b>DaVita</b> (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.</p>","source":"fool_stock","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 Stocks Make Up 85% of Warren Buffett's Portfolio</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\">\nThese 10 Stocks Make Up 85% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:35 GMT+8 <a href=https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVA":"达维塔保健","AAPL":"苹果","AXP":"美国运通","KHC":"卡夫亨氏","BRK.A":"伯克希尔","MCO":"穆迪","VZ":"威瑞森","USB":"美国合众银行","BAC":"美国银行","BYDDY":"比亚迪ADR","KO":"可口可乐","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143379379","content_text":"If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!\nWhat's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.\nAnother source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\n1. Apple: $115.6 billion\nTech kingpin Apple (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.\n2. Bank of America: $43.2 billion\nBank stocks have long been Buffett's favorite place to put Berkshire's money work. Bank of America (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.\nImage source: American Express.\n3. American Express: $24.9 billion\nPayment processor and lender American Express (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.\n4. Coca-Cola: $22.5 billion\nSpeaking of long-tenured holdings, beverage behemoth Coca-Cola (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.\nImage source: Getty Images.\n5. Kraft Heinz: $14.1 billion\nThere's little question that Kraft Heinz (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.\n6. Verizon Communications: $9.1 billion\nTelecommunications giant Verizon (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably one of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.\nImage source: Getty Images.\n7. U.S. Bancorp: $8.7 billion\nNext to BofA, U.S. Bancorp (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.\n8. Moody's: $8.5 billion\nCredit agency and analytics company Moody's (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.\nImage source: Getty Images.\n9. BYD: $6.2 billion\nBack in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer BYD (OTC:BYDDY) for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors NIO and XPeng delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.\n10. DaVita: $4.4 billion\nRounding out the top 10 is kidney dialysis services company DaVita (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.","news_type":1},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169622659,"gmtCreate":1623833962671,"gmtModify":1631891888712,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169622659","repostId":"1126302775","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122290375,"gmtCreate":1624621174397,"gmtModify":1631891888630,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[哇塞] ","listText":"[哇塞] ","text":"[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122290375","repostId":"2146402599","repostType":4,"repost":{"id":"2146402599","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1624614000,"share":"https://www.laohu8.com/m/news/2146402599?lang=&edition=full","pubTime":"2021-06-25 17:40","market":"hk","language":"en","title":"Infrastructure and the stock market -- here's what the $1 trillion deal means","url":"https://stock-news.laohu8.com/highlight/detail?id=2146402599","media":"Dow Jones","summary":"Maybe it really is infrastructure week.\nStock-market investors applauded Thursday, pushing the Dow J","content":"<p>Maybe it really is infrastructure week.</p>\n<p>Stock-market investors applauded Thursday, pushing the Dow Jones Industrial Average sharply higher and scoring another round of record finishes on a $1 trillion infrastructure package.</p>\n<p>Investors have spent years weighing the prospect of a sizable infrastructure spending bill. The breakthrough was welcome after weeks of strained negotiations between the Biden administration and Republican senators earlier this year failed to bear fruit, while a push for a plan during the Trump administration turned the term \"infrastructure week\" into a political punchline.</p>\n<p>Among standout winners in Thursday's session, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development exchange-traded fund <a href=\"https://laohu8.com/S/PAVE\">$(PAVE)$</a> jumped 1.5%, outpacing major benchmarks. The ETF is weighted toward stocks in industrials (63.4%) and materials (23.7%) that are expected to benefit most from a pickup in construction projects funded by the program.</p>\n<p>Construction-equipment maker Caterpillar Inc. <a href=\"https://laohu8.com/S/CAT\">$(CAT)$</a>, a popular infrastructure play, was among upside leaders on the Dow, ending the day up more than 2%.</p>\n<p>Telecom and green-energy bulls were also cheered by the deal. Josh Duitz, portfolio manager of the <a href=\"https://laohu8.com/S/ASGI\">Aberdeen Standard Global Infrastructure Income Fund</a> (ASGI), expects the deal to help accelerate existing trends toward increased investment in green energy and 5G that are still in their early days.</p>\n<p>\"The prospect of legislation is clearly positive, but the reality is that infrastructure investment is going to be strong going forward regardless of what happens on Capitol Hill,\" Duitz said in emailed comments. \"The green-energy and 5G revolutions are already happening and this bill would simply accelerate infrastructure spending.\"</p>\n<p>More generally speaking, analysts said the deal will add to the fiscal spending tailwind already contributing momentum to the reopening of the U.S. economy. What's more, many investors are penciling in additional spending beyond the scope of the package outlined by Biden and lawmakers on Thursday.</p>\n<p>\"We will very likely get more than $2 trillion in additional spending this year --including this bipartisan agreement and a partisan 'social infrastructure' deal later this year, which bolsters the outlook for corporate profits and should keep this bull market going strong well beyond 2021,\" said Jeff Buchbinder, equity strategist at LPL Financial.</p>\n<p>But significant negotiations are still to come, with Biden and congressional Democratic leaders facing the challenge of securing unified support among fellow party members, noted analysts Sarah Bianchi and Tobin Marcus, analysts at Evercore ISI.</p>\n<p>Momentum has been growing for a two-step approach to infrastructure spending . In that strategy, the bipartisan plan first would draw the 60 votes in the Senate that are needed to bypass the filibuster. Then, Democrats would go it alone to pass another, bigger spending package that includes spending on education, health care and antipoverty measures by a simple majority vote through a process known as budget reconciliation.</p>\n<p>\"Democratic leadership wants to move forward with both the bipartisan deal and the first step in the reconciliation process in July, but the timing of these steps will be delicate as Democrats try to keep both progressives and moderates on board,\" said Bianchi and Marcus, in a note.</p>\n<p>The biggest risk is that progressive Democrats find the deal to be too narrow, though that could be addressed via the second reconciliation bill, said Andrew Little, an analyst at Global X. \"It will take years for this federal money to be spent, making this a continued long-term theme with powerful tailwinds.\"</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>Infrastructure and the stock market -- here's what the $1 trillion deal means</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\">\nInfrastructure and the stock market -- here's what the $1 trillion deal means\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-25 17:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Maybe it really is infrastructure week.</p>\n<p>Stock-market investors applauded Thursday, pushing the Dow Jones Industrial Average sharply higher and scoring another round of record finishes on a $1 trillion infrastructure package.</p>\n<p>Investors have spent years weighing the prospect of a sizable infrastructure spending bill. The breakthrough was welcome after weeks of strained negotiations between the Biden administration and Republican senators earlier this year failed to bear fruit, while a push for a plan during the Trump administration turned the term \"infrastructure week\" into a political punchline.</p>\n<p>Among standout winners in Thursday's session, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development exchange-traded fund <a href=\"https://laohu8.com/S/PAVE\">$(PAVE)$</a> jumped 1.5%, outpacing major benchmarks. The ETF is weighted toward stocks in industrials (63.4%) and materials (23.7%) that are expected to benefit most from a pickup in construction projects funded by the program.</p>\n<p>Construction-equipment maker Caterpillar Inc. <a href=\"https://laohu8.com/S/CAT\">$(CAT)$</a>, a popular infrastructure play, was among upside leaders on the Dow, ending the day up more than 2%.</p>\n<p>Telecom and green-energy bulls were also cheered by the deal. Josh Duitz, portfolio manager of the <a href=\"https://laohu8.com/S/ASGI\">Aberdeen Standard Global Infrastructure Income Fund</a> (ASGI), expects the deal to help accelerate existing trends toward increased investment in green energy and 5G that are still in their early days.</p>\n<p>\"The prospect of legislation is clearly positive, but the reality is that infrastructure investment is going to be strong going forward regardless of what happens on Capitol Hill,\" Duitz said in emailed comments. \"The green-energy and 5G revolutions are already happening and this bill would simply accelerate infrastructure spending.\"</p>\n<p>More generally speaking, analysts said the deal will add to the fiscal spending tailwind already contributing momentum to the reopening of the U.S. economy. What's more, many investors are penciling in additional spending beyond the scope of the package outlined by Biden and lawmakers on Thursday.</p>\n<p>\"We will very likely get more than $2 trillion in additional spending this year --including this bipartisan agreement and a partisan 'social infrastructure' deal later this year, which bolsters the outlook for corporate profits and should keep this bull market going strong well beyond 2021,\" said Jeff Buchbinder, equity strategist at LPL Financial.</p>\n<p>But significant negotiations are still to come, with Biden and congressional Democratic leaders facing the challenge of securing unified support among fellow party members, noted analysts Sarah Bianchi and Tobin Marcus, analysts at Evercore ISI.</p>\n<p>Momentum has been growing for a two-step approach to infrastructure spending . In that strategy, the bipartisan plan first would draw the 60 votes in the Senate that are needed to bypass the filibuster. Then, Democrats would go it alone to pass another, bigger spending package that includes spending on education, health care and antipoverty measures by a simple majority vote through a process known as budget reconciliation.</p>\n<p>\"Democratic leadership wants to move forward with both the bipartisan deal and the first step in the reconciliation process in July, but the timing of these steps will be delicate as Democrats try to keep both progressives and moderates on board,\" said Bianchi and Marcus, in a note.</p>\n<p>The biggest risk is that progressive Democrats find the deal to be too narrow, though that could be addressed via the second reconciliation bill, said Andrew Little, an analyst at Global X. \"It will take years for this federal money to be spent, making this a continued long-term theme with powerful tailwinds.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAT":"卡特彼勒"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146402599","content_text":"Maybe it really is infrastructure week.\nStock-market investors applauded Thursday, pushing the Dow Jones Industrial Average sharply higher and scoring another round of record finishes on a $1 trillion infrastructure package.\nInvestors have spent years weighing the prospect of a sizable infrastructure spending bill. The breakthrough was welcome after weeks of strained negotiations between the Biden administration and Republican senators earlier this year failed to bear fruit, while a push for a plan during the Trump administration turned the term \"infrastructure week\" into a political punchline.\nAmong standout winners in Thursday's session, the Global X U.S. Infrastructure Development exchange-traded fund $(PAVE)$ jumped 1.5%, outpacing major benchmarks. The ETF is weighted toward stocks in industrials (63.4%) and materials (23.7%) that are expected to benefit most from a pickup in construction projects funded by the program.\nConstruction-equipment maker Caterpillar Inc. $(CAT)$, a popular infrastructure play, was among upside leaders on the Dow, ending the day up more than 2%.\nTelecom and green-energy bulls were also cheered by the deal. Josh Duitz, portfolio manager of the Aberdeen Standard Global Infrastructure Income Fund (ASGI), expects the deal to help accelerate existing trends toward increased investment in green energy and 5G that are still in their early days.\n\"The prospect of legislation is clearly positive, but the reality is that infrastructure investment is going to be strong going forward regardless of what happens on Capitol Hill,\" Duitz said in emailed comments. \"The green-energy and 5G revolutions are already happening and this bill would simply accelerate infrastructure spending.\"\nMore generally speaking, analysts said the deal will add to the fiscal spending tailwind already contributing momentum to the reopening of the U.S. economy. What's more, many investors are penciling in additional spending beyond the scope of the package outlined by Biden and lawmakers on Thursday.\n\"We will very likely get more than $2 trillion in additional spending this year --including this bipartisan agreement and a partisan 'social infrastructure' deal later this year, which bolsters the outlook for corporate profits and should keep this bull market going strong well beyond 2021,\" said Jeff Buchbinder, equity strategist at LPL Financial.\nBut significant negotiations are still to come, with Biden and congressional Democratic leaders facing the challenge of securing unified support among fellow party members, noted analysts Sarah Bianchi and Tobin Marcus, analysts at Evercore ISI.\nMomentum has been growing for a two-step approach to infrastructure spending . In that strategy, the bipartisan plan first would draw the 60 votes in the Senate that are needed to bypass the filibuster. Then, Democrats would go it alone to pass another, bigger spending package that includes spending on education, health care and antipoverty measures by a simple majority vote through a process known as budget reconciliation.\n\"Democratic leadership wants to move forward with both the bipartisan deal and the first step in the reconciliation process in July, but the timing of these steps will be delicate as Democrats try to keep both progressives and moderates on board,\" said Bianchi and Marcus, in a note.\nThe biggest risk is that progressive Democrats find the deal to be too narrow, though that could be addressed via the second reconciliation bill, said Andrew Little, an analyst at Global X. \"It will take years for this federal money to be spent, making this a continued long-term theme with powerful tailwinds.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166296650,"gmtCreate":1624010097770,"gmtModify":1631891888663,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166296650","repostId":"1138044913","repostType":4,"repost":{"id":"1138044913","pubTimestamp":1624006819,"share":"https://www.laohu8.com/m/news/1138044913?lang=&edition=full","pubTime":"2021-06-18 17:00","market":"us","language":"en","title":"Red-Hot U.S. Economy Drives Global Inflation, Forcing Foreign Banks to Act","url":"https://stock-news.laohu8.com/highlight/detail?id=1138044913","media":"wsj","summary":"A booming U.S. economy that isdriving inflation higheraround the world and pushing up the U.S. dolla","content":"<p>A booming U.S. economy that isdriving inflation higheraround the world and pushing up the U.S. dollar is pressing some central banks to increase interest rates, despite still-high levels of Covid-19 infections and incomplete economic recoveries in their own countries.</p>\n<p>The world’s central banks are hanging on how the U.S. Federal Reserve will respond to a rise in inflation, wary of being caught in the crosscurrents of an extraordinary U.S. economic expansion. Globalstock markets fellon Thursday after Fed officials signaled they expect toraise interest rates by late 2023, sooner than they anticipated in March, as the U.S. economy heats up.</p>\n<p>A global march toward higher interest rates, with the Fed at the center, risks stifling the economic recovery in some places, especially at a time when emerging-market debt has risen.</p>\n<p>The size of the U.S. economy, accounting for almost a quarter of world gross domestic product, and the importance of its financial markets have long exerted an outsize pull on global policy-making. But unusually brisk U.S. growth this year is critical to a world economy still recovering from last year’s shocks. Fed officials expect the U.S. economy to grow 7% this year, according to projections released Wednesday.</p>\n<p>Central banks in Russia, Brazil and Turkey have raised interest rates in recent weeks, in part to tamp down inflation stemming from the surge in commodities prices this year. As factories around the world strain to satisfy U.S. demand, commodities’ prices ranging from tin to copper have soared.</p>\n<p>“With all the consequences of the pandemic, the last thing these countries need now is policy tightening,” said Tamara Basic Vasiljev, an economist with Oxford Economics in London.</p>\n<p>A U.S. economic boom supports economies around the world by boosting U.S. imports and remittances. But it also drives up borrowing costs and inflation and strengthens the dollar, which tightens global financial conditions and acts as a restraint on the recovery.</p>\n<p>The pain is felt unevenly. A stronger dollarhurts emerging-market economiesthat have borrowed in dollars, while helping larger exporters in Europe and East Asia whose products become more competitive relative to U.S. exports.</p>\n<p>In advanced economies, central bankers mostly believe that the period of rising inflation will prove temporary unless consumers come to expect it to continue and demand higher wages.</p>\n<p>While central banks don’t see that happening soon, some economists think they may be surprised.</p>\n<p>“I think there is a high chance that this temporary shock to prices could become more enduring,” said Luigi Speranza, chief global economist at BNP Paribas. Mr. Speranza noted that inflation in Germany is likely to be around 4% when the next round of pay bargaining starts toward the end of this year.</p>\n<p>Central banks in Europe and Japanneed to match the Fed’s dovishnessor risk a spike in their currencies that could undermine economic recovery, economists said. The delicate dance around the Fed could come undone if inflation proves more persistent than expected, which would likely trigger a chain reaction of interest-rate increases.</p>\n<p>“To prevent the euro strengthening the [European Central Bank] would need to be similarly dovish as the Federal Reserve, which might be a struggle due to different inflation and growth dynamics,” said Elga Bartsch, head of macro research atBlackRock.</p>\n<p>Emerging-market economies often don’t have the luxury of waiting, however. Even a short burst of inflation can weigh heavily on their currencies and hurt companies’ and households’ ability to service debt that is often denominated in dollars or euros.</p>\n<p>The Fed has signaled that it will take care to avoid a repeat of the 2013 “taper tantrum,” in which central banks in developing countries were forced to respond to a sudden withdrawal of foreign investment after the U.S. central bank surprised investors by saying it was considering a reduction in its stimulus programs.</p>\n<p>“So our intention for this process is that it will be orderly, methodical, and transparent,” Federal Reserve Chairman Jerome Powell said Wednesday. “And I can just tell you, we see real value in communicating well in advance what our thinking is. And we’ll try to be clear.”</p>\n<p>But with global inflation accelerating and the Fed starting to shift course, the calculus for some central banks is changing.</p>\n<p>Brazil’s central bank unveileda third consecutive 0.75 percentage point interest rate increaseon Wednesday and signaled possible larger increases ahead, as it wrestles with inflation above 8%.</p>\n<p>The Bank of Russia has raised its benchmark rate three times this year to 5.5%, after inflation accelerated to over 6% this month, its highest level in almost five years. On Tuesday, Gov. Elvira Nabiullina said that Russia will continue raising interest rates and doesn’t expect this to hinder economic growth.</p>\n<p>“We have kept rates low for quite some time to make sure we don’t clip the wings of a recovering economy,” Ms. Nabiullina said in a speech at Russia’s lower house of parliament. “Now is the time to raise rates in response to changed circumstances and rising inflation.”</p>\n<p>Turkey’s central bank sharply increased its main interest rate to 19% in March to counter double-digit inflation and a depreciating lira. But the Turkish lira has again come under pressure in recent weeksas investors try to assess whether the central bank will heed the demandsof President Recep Tayyip Erdogan to cut rates.</p>\n<p>Recent price increases on fresh produce have raised the so-called borscht set—the vegetables needed for Russia’s beloved soup—which is a bellwether indicator for many Russians. Since the start of the year, the price of potatoes, cabbage and carrots have risen by 60% to 80%.</p>\n<p>In poor countries, a larger share of spending usually goes to essentials such as food and energy, so policy makers are quicker to tamp down on inflation when those prices rise.</p>\n<p>Central banks in Scandinavia and South Korea have signaled plans to tighten monetary policy to restrain possible asset bubbles, particularly in property. Norway’s central bank signaled Thursday that it will increase interest rates in September.</p>\n<p>Central banks in central Europe, and including Hungary and the Czech Republic, are also expected to lift rates soon. They didn’t suffer contractions on the same scale as larger European countries such as France and Spain during the pandemic, but are seeing inflation rise.</p>\n<p>Iain Stealey, chief investment officer of fixed income at JP Morgan Asset Management, said the Fed will likely manage to avoid a repeat of the “taper tantrum.”</p>\n<p>“It is a very long, slow process…it’s very difficult not to do this given upside surprises in inflation,” Mr. Stealey said.</p>\n<p>Still, there are problems with the patient approach, economists said.</p>\n<p>“This idea of letting inflation run hot…means that you’re only going to realize you have an inflation problem when you already have an inflation problem,” said Klaus Baader, chief global economist at Société Générale.</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>Red-Hot U.S. Economy Drives Global Inflation, Forcing Foreign Banks to Act</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\">\nRed-Hot U.S. Economy Drives Global Inflation, Forcing Foreign Banks to Act\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 17:00 GMT+8 <a href=https://www.wsj.com/articles/red-hot-u-s-economy-drives-global-inflation-forcing-foreign-banks-to-act-11623933343?mod=hp_lead_pos6><strong>wsj</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A booming U.S. economy that isdriving inflation higheraround the world and pushing up the U.S. dollar is pressing some central banks to increase interest rates, despite still-high levels of Covid-19 ...</p>\n\n<a href=\"https://www.wsj.com/articles/red-hot-u-s-economy-drives-global-inflation-forcing-foreign-banks-to-act-11623933343?mod=hp_lead_pos6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/red-hot-u-s-economy-drives-global-inflation-forcing-foreign-banks-to-act-11623933343?mod=hp_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138044913","content_text":"A booming U.S. economy that isdriving inflation higheraround the world and pushing up the U.S. dollar is pressing some central banks to increase interest rates, despite still-high levels of Covid-19 infections and incomplete economic recoveries in their own countries.\nThe world’s central banks are hanging on how the U.S. Federal Reserve will respond to a rise in inflation, wary of being caught in the crosscurrents of an extraordinary U.S. economic expansion. Globalstock markets fellon Thursday after Fed officials signaled they expect toraise interest rates by late 2023, sooner than they anticipated in March, as the U.S. economy heats up.\nA global march toward higher interest rates, with the Fed at the center, risks stifling the economic recovery in some places, especially at a time when emerging-market debt has risen.\nThe size of the U.S. economy, accounting for almost a quarter of world gross domestic product, and the importance of its financial markets have long exerted an outsize pull on global policy-making. But unusually brisk U.S. growth this year is critical to a world economy still recovering from last year’s shocks. Fed officials expect the U.S. economy to grow 7% this year, according to projections released Wednesday.\nCentral banks in Russia, Brazil and Turkey have raised interest rates in recent weeks, in part to tamp down inflation stemming from the surge in commodities prices this year. As factories around the world strain to satisfy U.S. demand, commodities’ prices ranging from tin to copper have soared.\n“With all the consequences of the pandemic, the last thing these countries need now is policy tightening,” said Tamara Basic Vasiljev, an economist with Oxford Economics in London.\nA U.S. economic boom supports economies around the world by boosting U.S. imports and remittances. But it also drives up borrowing costs and inflation and strengthens the dollar, which tightens global financial conditions and acts as a restraint on the recovery.\nThe pain is felt unevenly. A stronger dollarhurts emerging-market economiesthat have borrowed in dollars, while helping larger exporters in Europe and East Asia whose products become more competitive relative to U.S. exports.\nIn advanced economies, central bankers mostly believe that the period of rising inflation will prove temporary unless consumers come to expect it to continue and demand higher wages.\nWhile central banks don’t see that happening soon, some economists think they may be surprised.\n“I think there is a high chance that this temporary shock to prices could become more enduring,” said Luigi Speranza, chief global economist at BNP Paribas. Mr. Speranza noted that inflation in Germany is likely to be around 4% when the next round of pay bargaining starts toward the end of this year.\nCentral banks in Europe and Japanneed to match the Fed’s dovishnessor risk a spike in their currencies that could undermine economic recovery, economists said. The delicate dance around the Fed could come undone if inflation proves more persistent than expected, which would likely trigger a chain reaction of interest-rate increases.\n“To prevent the euro strengthening the [European Central Bank] would need to be similarly dovish as the Federal Reserve, which might be a struggle due to different inflation and growth dynamics,” said Elga Bartsch, head of macro research atBlackRock.\nEmerging-market economies often don’t have the luxury of waiting, however. Even a short burst of inflation can weigh heavily on their currencies and hurt companies’ and households’ ability to service debt that is often denominated in dollars or euros.\nThe Fed has signaled that it will take care to avoid a repeat of the 2013 “taper tantrum,” in which central banks in developing countries were forced to respond to a sudden withdrawal of foreign investment after the U.S. central bank surprised investors by saying it was considering a reduction in its stimulus programs.\n“So our intention for this process is that it will be orderly, methodical, and transparent,” Federal Reserve Chairman Jerome Powell said Wednesday. “And I can just tell you, we see real value in communicating well in advance what our thinking is. And we’ll try to be clear.”\nBut with global inflation accelerating and the Fed starting to shift course, the calculus for some central banks is changing.\nBrazil’s central bank unveileda third consecutive 0.75 percentage point interest rate increaseon Wednesday and signaled possible larger increases ahead, as it wrestles with inflation above 8%.\nThe Bank of Russia has raised its benchmark rate three times this year to 5.5%, after inflation accelerated to over 6% this month, its highest level in almost five years. On Tuesday, Gov. Elvira Nabiullina said that Russia will continue raising interest rates and doesn’t expect this to hinder economic growth.\n“We have kept rates low for quite some time to make sure we don’t clip the wings of a recovering economy,” Ms. Nabiullina said in a speech at Russia’s lower house of parliament. “Now is the time to raise rates in response to changed circumstances and rising inflation.”\nTurkey’s central bank sharply increased its main interest rate to 19% in March to counter double-digit inflation and a depreciating lira. But the Turkish lira has again come under pressure in recent weeksas investors try to assess whether the central bank will heed the demandsof President Recep Tayyip Erdogan to cut rates.\nRecent price increases on fresh produce have raised the so-called borscht set—the vegetables needed for Russia’s beloved soup—which is a bellwether indicator for many Russians. Since the start of the year, the price of potatoes, cabbage and carrots have risen by 60% to 80%.\nIn poor countries, a larger share of spending usually goes to essentials such as food and energy, so policy makers are quicker to tamp down on inflation when those prices rise.\nCentral banks in Scandinavia and South Korea have signaled plans to tighten monetary policy to restrain possible asset bubbles, particularly in property. Norway’s central bank signaled Thursday that it will increase interest rates in September.\nCentral banks in central Europe, and including Hungary and the Czech Republic, are also expected to lift rates soon. They didn’t suffer contractions on the same scale as larger European countries such as France and Spain during the pandemic, but are seeing inflation rise.\nIain Stealey, chief investment officer of fixed income at JP Morgan Asset Management, said the Fed will likely manage to avoid a repeat of the “taper tantrum.”\n“It is a very long, slow process…it’s very difficult not to do this given upside surprises in inflation,” Mr. Stealey said.\nStill, there are problems with the patient approach, economists said.\n“This idea of letting inflation run hot…means that you’re only going to realize you have an inflation problem when you already have an inflation problem,” said Klaus Baader, chief global economist at Société Générale.","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169629105,"gmtCreate":1623833723107,"gmtModify":1631891888724,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[冷漠] ","listText":"[冷漠] ","text":"[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169629105","repostId":"2141266222","repostType":2,"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187275582,"gmtCreate":1623757243846,"gmtModify":1631891888734,"author":{"id":"3568352738939624","authorId":"3568352738939624","name":"Spang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568352738939624","authorIdStr":"3568352738939624"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187275582","repostId":"1156005756","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}