Kenkiro的个人主页 - 老虎社区

Kenkiro

Kenkiro

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2021-07-26

[Miser]

3 Warren Buffett Stocks That Are Screaming Summer Buys

2021-06-24

Wow

The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer

2021-05-20

[Smile]

抱歉，原内容已删除

2021-05-29

[Smile]

The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

2021-10-19

Wow

昨夜今晨：美股大型科技股上涨！美油创7年新高

2021-06-20

[Miser]

U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week

2021-06-03

Sick

Shares of retail favorite AMC nearly double, company woos investors with free popcorn

2021-07-19

[Miser]

抱歉，原内容已删除

2021-06-22

[Miser]

抱歉，原内容已删除

2021-06-19

$Onconova Therapeutics(ONTX)$Haiz

2021-12-04

Haizzzz

昨夜今晨：血崩！美股市场巨震，中概股再遭重击

2021-11-13

Wow

抱歉，原内容已删除

2021-06-20

[Smile]

抱歉，原内容已删除

2021-06-16

Hold

NIO: Buy This Chinese EV Manufacturer While It's Still Cheap

2021-05-13

Yes agree with that

抱歉，原内容已删除

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07:47","market":"fut","language":"zh","title":"昨夜今晨：血崩！美股市场巨震，中概股再遭重击","url":"https://stock-news.laohu8.com/highlight/detail?id=1177965649","media":"老虎资讯综合","summary":"摘要：非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，滴滴跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调>>>\n\n收盘：非农数据远","content":"<blockquote>\n <b>摘要：</b>非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调&gt;&gt;&gt;\n</blockquote>\n<p><b>收盘：非农数据远逊预期 美股周五收跌</b></p>\n<p>美东时间周五，对奥密克戎变异毒株的担忧情绪仍然主导市场，加上11月非农数据远逊预期，三大指数集体收跌，科技股遭到普遍抛售，纳指盘中一度跌超2.5%。截至收盘，道琼斯指数跌0.17%，报34,580.08点；标普500指数跌0.84%，报4,538.43点；纳斯达克指数跌1.92%，报15,085.50点。</p>\n<p><b>热门中概股普遍下挫，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%</b></p>\n<p>热门中概股集体大跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌8.23%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7.71%，微博跌6.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌8.16%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌7.15%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌7.77%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌9.22%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌6.90%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌11.94%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌15.74%，滴滴跌22.18%。</p>\n<p><b>本周美国WTI原油下跌2.8% 连续第六周录得跌幅</b></p>\n<p>美国原油期货价格丧失了周五早盘的涨幅，最终逆转收跌。该期货连续第六周录得跌幅。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格下跌24美分，跌幅0.4%，收于每桶66.26美元，盘中最高曾达到69.22美元。根据FactSet的数据，按照最活跃合约计算，本周WTI原油期货价格下跌2.8%，为连续第六周录得跌幅。</p>\n<p><b>黄金期货价格周五收高1.2% 本周下跌0.1%</b></p>\n<p>黄金期货价格周五收高，保住了美国11月非农就业数据公布后所获大部分涨幅。但本周金价录得跌幅。纽约商品交易所交投最活跃的2月黄金期货价格上涨21.20美元，涨幅1.2%，收于每盎司1783.90美元。本周黄金期货价格下跌近0.1%。</p>\n<p><b>欧股主要指数下跌，德国DAX30指数收跌0.7%</b></p>\n<p>德国DAX30指数周五收跌0.71%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.14%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.70%，西班牙IBEX35指数跌0.76%，意大利富时MIB指数跌0.27%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2188264524\" target=\"_blank\"><b>美国11月非农报告耐人寻味 新增就业年内最低但失业率下降</b></a></p>\n<p>美国11月非农就业人数录得今年最小增幅，失业率超预期降至4.2%，虽然这些数据看起来喜忧参半，但仍可能推动美联储加快撤出疫情期间的货币刺激措施。美国劳工部周五公布的数据显示，11月非农就人数增长21万，此前两个月的数据都被向上调整。劳动力参与率微升至61.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2188520783\" target=\"_blank\"><b>IMF总裁预期全球经济增速将被下调 受omicron变种影响</b></a></p>\n<p>国际货币基金组织（IMF）总裁格奥尔基耶娃预计，随着omicron变异毒株的病例数量增加，该组织将削减对全球经济反弹的预期。“我们可能会下调10月份时对全球经济增长的一些预测，”格奥尔基耶娃周五在路透主办的会议上表示。她说，新的变异毒株“可能很快就会削弱信心”。</p>\n<p><a href=\"https://laohu8.com/NW/2188520361\" target=\"_blank\"><b>美国总统拜登正式签署短期支出法案 政府运营将持续到明年2月</b></a></p>\n<p>美国总统拜登当地时间12月3日正式签署了短期支出法案，避免了政府的停摆危机。然而，短期支出法案只能维持政府运营持续到2月18日，国会议员们依然需要在明年年初制定另一项拨款法案。</p>\n<p><a href=\"https://laohu8.com/NW/2188527747\" target=\"_blank\"><b>IMF喊话美联储：重视通胀风险 尽快加速taper</b></a></p>\n<p>国际货币基金组织（IMF）警告称，鉴于美国通胀风险上升，并且奥密克戎变异毒株造成了新的不确定性，美联储官员应加快收紧货币政策的步伐。IMF首席经济学家Gita Gopinath和货币与资本市场部门主管Tobias Adrian撰文称，新冠疫情的复苏以及奥密克戎变异毒株的蔓延大大增加了全球经济的不确定性。</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/MRK\">默沙东</a>将向加拿大提供至多100万疗程新冠药物</b></p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>周五表示，将向加拿大提供至多100万疗程的新冠口服药物molnupiravir。据悉，加拿大政府已确保将在2022年采购50万疗程的molnupiravir，剩下50万疗程正等待加拿大卫生部的批准。</p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司将再度面临被俄罗斯一法院罚款</b></p>\n<p>据媒体报道，俄罗斯首都莫斯科塔甘斯基第422号地方法院将于12月24日举行听证会，审理由俄联邦电信、信息技术和大众传媒监督局提交的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司（原脸书公司）行政犯罪的记录。上述公司没有按照规定删除被俄罗斯官方禁止传播的信息和内容，或将面临最高达其年收入总额十分之一的罚款。</p>\n<p><b>福特目标在两年内成为全球第二大电动车销售商</b></p>\n<p>当地时间周五，<a href=\"https://laohu8.com/S/F\">福特汽车</a>首席运营官Lisa Drake表示，福特预计将在两年内成为全球第二大电动汽车销售商，年产量接近60万辆，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据分析师预估，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有望在2021年销售89万辆汽车。</p>\n<p><b>传<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>考虑将新疫苗部门上市</b></p>\n<p>据媒体援引消息人士称，<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>可能将其新成立的疫苗部门上市，以提高投资者的回报。知情人士透露，关于新疫苗部门上市的设想，阿斯利康仍处在早期阶段，公司高层已与顾问讨论了一系列可能性。</p>\n<p><b>推特调整高管团队</b></p>\n<p>据媒体周五报道，推特公司在一份监管文件中表示，负责推特设计和研究的Dantley Davis和工程主管Michael Montano将离开公司。推特表示，这些举措旨在提高问责、速度和运营效率。本周早些时候，推特联合创始人Jack Dorsey宣布辞去CEO一职。</p>\n<p><a href=\"https://laohu8.com/NW/2188200520\" target=\"_blank\"><b>加拿大鹅遭炮轰 股价创2020年3月以来最大周跌幅</b></a></p>\n<p><a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>股价本周一度下跌21%，创下2020年3月以来的最差单周表现。近日，加拿大鹅品牌“不得退换”的“霸王条款”引发舆论热议。数据显示，该公司财年第二季度约25%的收入来自亚洲。</p>\n<p><a href=\"https://laohu8.com/NW/2188224515\" target=\"_blank\"><b>BioNTech首席执行官：公司有能力迅速推出针对Omicron的疫苗</b></a></p>\n<p>BioNTech首席执行官Ugur Sahin接受采访时表示，在奥密克戎变异病毒出现后，公司有能力迅速调整其新冠病毒疫苗以针对新变异体。Sahin表示：“我原则上相信，在某个特定的时间点，我们将需要一种专门针对这类变异病毒的新疫苗，但问题是需求是否像去年那样非常迫切。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：血崩！美股市场巨震，中概股再遭重击</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：血崩！美股市场巨震，中概股再遭重击\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-04 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调&gt;&gt;&gt;\n</blockquote>\n<p><b>收盘：非农数据远逊预期 美股周五收跌</b></p>\n<p>美东时间周五，对奥密克戎变异毒株的担忧情绪仍然主导市场，加上11月非农数据远逊预期，三大指数集体收跌，科技股遭到普遍抛售，纳指盘中一度跌超2.5%。截至收盘，道琼斯指数跌0.17%，报34,580.08点；标普500指数跌0.84%，报4,538.43点；纳斯达克指数跌1.92%，报15,085.50点。</p>\n<p><b>热门中概股普遍下挫，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%</b></p>\n<p>热门中概股集体大跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌8.23%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7.71%，微博跌6.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌8.16%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌7.15%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌7.77%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌9.22%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌6.90%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌11.94%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌15.74%，滴滴跌22.18%。</p>\n<p><b>本周美国WTI原油下跌2.8% 连续第六周录得跌幅</b></p>\n<p>美国原油期货价格丧失了周五早盘的涨幅，最终逆转收跌。该期货连续第六周录得跌幅。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格下跌24美分，跌幅0.4%，收于每桶66.26美元，盘中最高曾达到69.22美元。根据FactSet的数据，按照最活跃合约计算，本周WTI原油期货价格下跌2.8%，为连续第六周录得跌幅。</p>\n<p><b>黄金期货价格周五收高1.2% 本周下跌0.1%</b></p>\n<p>黄金期货价格周五收高，保住了美国11月非农就业数据公布后所获大部分涨幅。但本周金价录得跌幅。纽约商品交易所交投最活跃的2月黄金期货价格上涨21.20美元，涨幅1.2%，收于每盎司1783.90美元。本周黄金期货价格下跌近0.1%。</p>\n<p><b>欧股主要指数下跌，德国DAX30指数收跌0.7%</b></p>\n<p>德国DAX30指数周五收跌0.71%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.14%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.70%，西班牙IBEX35指数跌0.76%，意大利富时MIB指数跌0.27%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2188264524\" target=\"_blank\"><b>美国11月非农报告耐人寻味 新增就业年内最低但失业率下降</b></a></p>\n<p>美国11月非农就业人数录得今年最小增幅，失业率超预期降至4.2%，虽然这些数据看起来喜忧参半，但仍可能推动美联储加快撤出疫情期间的货币刺激措施。美国劳工部周五公布的数据显示，11月非农就人数增长21万，此前两个月的数据都被向上调整。劳动力参与率微升至61.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2188520783\" target=\"_blank\"><b>IMF总裁预期全球经济增速将被下调 受omicron变种影响</b></a></p>\n<p>国际货币基金组织（IMF）总裁格奥尔基耶娃预计，随着omicron变异毒株的病例数量增加，该组织将削减对全球经济反弹的预期。“我们可能会下调10月份时对全球经济增长的一些预测，”格奥尔基耶娃周五在路透主办的会议上表示。她说，新的变异毒株“可能很快就会削弱信心”。</p>\n<p><a href=\"https://laohu8.com/NW/2188520361\" target=\"_blank\"><b>美国总统拜登正式签署短期支出法案 政府运营将持续到明年2月</b></a></p>\n<p>美国总统拜登当地时间12月3日正式签署了短期支出法案，避免了政府的停摆危机。然而，短期支出法案只能维持政府运营持续到2月18日，国会议员们依然需要在明年年初制定另一项拨款法案。</p>\n<p><a href=\"https://laohu8.com/NW/2188527747\" target=\"_blank\"><b>IMF喊话美联储：重视通胀风险 尽快加速taper</b></a></p>\n<p>国际货币基金组织（IMF）警告称，鉴于美国通胀风险上升，并且奥密克戎变异毒株造成了新的不确定性，美联储官员应加快收紧货币政策的步伐。IMF首席经济学家Gita Gopinath和货币与资本市场部门主管Tobias Adrian撰文称，新冠疫情的复苏以及奥密克戎变异毒株的蔓延大大增加了全球经济的不确定性。</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/MRK\">默沙东</a>将向加拿大提供至多100万疗程新冠药物</b></p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>周五表示，将向加拿大提供至多100万疗程的新冠口服药物molnupiravir。据悉，加拿大政府已确保将在2022年采购50万疗程的molnupiravir，剩下50万疗程正等待加拿大卫生部的批准。</p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司将再度面临被俄罗斯一法院罚款</b></p>\n<p>据媒体报道，俄罗斯首都莫斯科塔甘斯基第422号地方法院将于12月24日举行听证会，审理由俄联邦电信、信息技术和大众传媒监督局提交的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司（原脸书公司）行政犯罪的记录。上述公司没有按照规定删除被俄罗斯官方禁止传播的信息和内容，或将面临最高达其年收入总额十分之一的罚款。</p>\n<p><b>福特目标在两年内成为全球第二大电动车销售商</b></p>\n<p>当地时间周五，<a href=\"https://laohu8.com/S/F\">福特汽车</a>首席运营官Lisa Drake表示，福特预计将在两年内成为全球第二大电动汽车销售商，年产量接近60万辆，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据分析师预估，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有望在2021年销售89万辆汽车。</p>\n<p><b>传<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>考虑将新疫苗部门上市</b></p>\n<p>据媒体援引消息人士称，<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>可能将其新成立的疫苗部门上市，以提高投资者的回报。知情人士透露，关于新疫苗部门上市的设想，阿斯利康仍处在早期阶段，公司高层已与顾问讨论了一系列可能性。</p>\n<p><b>推特调整高管团队</b></p>\n<p>据媒体周五报道，推特公司在一份监管文件中表示，负责推特设计和研究的Dantley Davis和工程主管Michael Montano将离开公司。推特表示，这些举措旨在提高问责、速度和运营效率。本周早些时候，推特联合创始人Jack Dorsey宣布辞去CEO一职。</p>\n<p><a href=\"https://laohu8.com/NW/2188200520\" target=\"_blank\"><b>加拿大鹅遭炮轰 股价创2020年3月以来最大周跌幅</b></a></p>\n<p><a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>股价本周一度下跌21%，创下2020年3月以来的最差单周表现。近日，加拿大鹅品牌“不得退换”的“霸王条款”引发舆论热议。数据显示，该公司财年第二季度约25%的收入来自亚洲。</p>\n<p><a href=\"https://laohu8.com/NW/2188224515\" target=\"_blank\"><b>BioNTech首席执行官：公司有能力迅速推出针对Omicron的疫苗</b></a></p>\n<p>BioNTech首席执行官Ugur Sahin接受采访时表示，在奥密克戎变异病毒出现后，公司有能力迅速调整其新冠病毒疫苗以针对新变异体。Sahin表示：“我原则上相信，在某个特定的时间点，我们将需要一种专门针对这类变异病毒的新疫苗，但问题是需求是否像去年那样非常迫切。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177965649","content_text":"摘要：非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，滴滴跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调>>>\n\n收盘：非农数据远逊预期 美股周五收跌\n美东时间周五，对奥密克戎变异毒株的担忧情绪仍然主导市场，加上11月非农数据远逊预期，三大指数集体收跌，科技股遭到普遍抛售，纳指盘中一度跌超2.5%。截至收盘，道琼斯指数跌0.17%，报34,580.08点；标普500指数跌0.84%，报4,538.43点；纳斯达克指数跌1.92%，报15,085.50点。\n热门中概股普遍下挫，滴滴跌逾22%\n热门中概股集体大跌，阿里巴巴跌8.23%，京东跌7.71%，微博跌6.34%，拼多多跌8.16%，哔哩哔哩跌7.15%，百度跌7.77%，新东方跌9.22%，网易跌6.90%，腾讯音乐跌11.94%，爱奇艺跌15.74%，滴滴跌22.18%。\n本周美国WTI原油下跌2.8% 连续第六周录得跌幅\n美国原油期货价格丧失了周五早盘的涨幅，最终逆转收跌。该期货连续第六周录得跌幅。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格下跌24美分，跌幅0.4%，收于每桶66.26美元，盘中最高曾达到69.22美元。根据FactSet的数据，按照最活跃合约计算，本周WTI原油期货价格下跌2.8%，为连续第六周录得跌幅。\n黄金期货价格周五收高1.2% 本周下跌0.1%\n黄金期货价格周五收高，保住了美国11月非农就业数据公布后所获大部分涨幅。但本周金价录得跌幅。纽约商品交易所交投最活跃的2月黄金期货价格上涨21.20美元，涨幅1.2%，收于每盎司1783.90美元。本周黄金期货价格下跌近0.1%。\n欧股主要指数下跌，德国DAX30指数收跌0.7%\n德国DAX30指数周五收跌0.71%，英国富时100指数跌0.14%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.70%，西班牙IBEX35指数跌0.76%，意大利富时MIB指数跌0.27%。\n国际宏观\n美国11月非农报告耐人寻味 新增就业年内最低但失业率下降\n美国11月非农就业人数录得今年最小增幅，失业率超预期降至4.2%，虽然这些数据看起来喜忧参半，但仍可能推动美联储加快撤出疫情期间的货币刺激措施。美国劳工部周五公布的数据显示，11月非农就人数增长21万，此前两个月的数据都被向上调整。劳动力参与率微升至61.8%。\nIMF总裁预期全球经济增速将被下调 受omicron变种影响\n国际货币基金组织（IMF）总裁格奥尔基耶娃预计，随着omicron变异毒株的病例数量增加，该组织将削减对全球经济反弹的预期。“我们可能会下调10月份时对全球经济增长的一些预测，”格奥尔基耶娃周五在路透主办的会议上表示。她说，新的变异毒株“可能很快就会削弱信心”。\n美国总统拜登正式签署短期支出法案 政府运营将持续到明年2月\n美国总统拜登当地时间12月3日正式签署了短期支出法案，避免了政府的停摆危机。然而，短期支出法案只能维持政府运营持续到2月18日，国会议员们依然需要在明年年初制定另一项拨款法案。\nIMF喊话美联储：重视通胀风险 尽快加速taper\n国际货币基金组织（IMF）警告称，鉴于美国通胀风险上升，并且奥密克戎变异毒株造成了新的不确定性，美联储官员应加快收紧货币政策的步伐。IMF首席经济学家Gita Gopinath和货币与资本市场部门主管Tobias Adrian撰文称，新冠疫情的复苏以及奥密克戎变异毒株的蔓延大大增加了全球经济的不确定性。\n公司新闻\n默沙东将向加拿大提供至多100万疗程新冠药物\n默沙东周五表示，将向加拿大提供至多100万疗程的新冠口服药物molnupiravir。据悉，加拿大政府已确保将在2022年采购50万疗程的molnupiravir，剩下50万疗程正等待加拿大卫生部的批准。\n谷歌和梅塔公司将再度面临被俄罗斯一法院罚款\n据媒体报道，俄罗斯首都莫斯科塔甘斯基第422号地方法院将于12月24日举行听证会，审理由俄联邦电信、信息技术和大众传媒监督局提交的谷歌和梅塔公司（原脸书公司）行政犯罪的记录。上述公司没有按照规定删除被俄罗斯官方禁止传播的信息和内容，或将面临最高达其年收入总额十分之一的罚款。\n福特目标在两年内成为全球第二大电动车销售商\n当地时间周五，福特汽车首席运营官Lisa Drake表示，福特预计将在两年内成为全球第二大电动汽车销售商，年产量接近60万辆，仅次于特斯拉。据分析师预估，特斯拉有望在2021年销售89万辆汽车。\n传阿斯利康考虑将新疫苗部门上市\n据媒体援引消息人士称，阿斯利康可能将其新成立的疫苗部门上市，以提高投资者的回报。知情人士透露，关于新疫苗部门上市的设想，阿斯利康仍处在早期阶段，公司高层已与顾问讨论了一系列可能性。\n推特调整高管团队\n据媒体周五报道，推特公司在一份监管文件中表示，负责推特设计和研究的Dantley Davis和工程主管Michael Montano将离开公司。推特表示，这些举措旨在提高问责、速度和运营效率。本周早些时候，推特联合创始人Jack Dorsey宣布辞去CEO一职。\n加拿大鹅遭炮轰 股价创2020年3月以来最大周跌幅\n加拿大鹅股价本周一度下跌21%，创下2020年3月以来的最差单周表现。近日，加拿大鹅品牌“不得退换”的“霸王条款”引发舆论热议。数据显示，该公司财年第二季度约25%的收入来自亚洲。\nBioNTech首席执行官：公司有能力迅速推出针对Omicron的疫苗\nBioNTech首席执行官Ugur Sahin接受采访时表示，在奥密克戎变异病毒出现后，公司有能力迅速调整其新冠病毒疫苗以针对新变异体。Sahin表示：“我原则上相信，在某个特定的时间点，我们将需要一种专门针对这类变异病毒的新疫苗，但问题是需求是否像去年那样非常迫切。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879450228,"gmtCreate":1636766236457,"gmtModify":1636766236457,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879450228","repostId":"1155546620","repostType":2,"repost":{"id":"1155546620","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636759007,"share":"https://www.laohu8.com/m/news/1155546620?lang=&edition=full","pubTime":"2021-11-13 07:16","market":"hk","language":"zh","title":"昨夜今晨：特斯拉创两年来最差单周表现！桥水Q3持仓出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=1155546620","media":"老虎资讯综合","summary":"摘要：美股三大指数悉数上涨，但本周均累计下跌，结束了此前连续五周的上涨势头；热门中概股普遍上涨，雾芯科技涨近11%；桥水公布三季度持仓，看好中概、清仓芯片股；特斯拉股价创近两年来最糟糕单周表现，马斯克","content":"<blockquote>\n <b>摘要：</b>美股三大指数悉数上涨，但本周均累计下跌，结束了此前连续五周的上涨势头；热门中概股普遍上涨，雾芯科技涨近11%；桥水公布三季度持仓，看好中概、清仓芯片股；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价创近两年来最糟糕单周表现，马斯克抛售股票套现57亿&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>收盘：美股三大股指本周均录得跌幅 纳指一周下跌近0.7%</b></p>\n<p>三大股指悉数上涨，但本周均累计下跌，结束了此前连续五周的上涨势头。截至收盘，道琼斯指数涨0.50%，报36,100.31点；标普500指数涨0.72%，报4,682.85点；纳斯达克指数涨1.00%，报15,861.00点；本周美股三大股指均录得跌幅，道指下跌0.63%，纳指下跌0.69%，标普500指数下跌0.31%。</p>\n<p><b>热门中概股周五收盘大多走高 电子烟概念股雾芯科技涨近11%</b></p>\n<p>热门中概股周五收盘大多走高，电子烟概念股雾芯科技涨近11%，消息面，<a href=\"https://laohu8.com/S/601162\">天风证券</a>近期研报指出，中国烟草的主赛道是HNB。近年来，我国对HNB（加热不燃烧）重视程度持续加强，各地中烟公司加速布局。</p>\n<p>热门中概股普遍上涨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.62%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.08%，微博涨0.50%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨2.29%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨1.44%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.98%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨1.38%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.80%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨1.49%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨1.11%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨6.14%。</p>\n<p><b>美国WTI原油本周下跌0.6% 录得连续第三周下跌</b></p>\n<p>原油期货周五收跌。美元走强以及美国释放战略石油储备的潜在威胁，使本周原油期货价格录得跌幅。</p>\n<p>周五，纽约商品交易所12月交割的西德州中质原油（WTI）期货价格下跌80美分，跌幅1%，收于每桶80.79美元。本周美国WTI原油下跌0.6%，为连续第三周下跌。</p>\n<p>作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>1月布伦特原油期货价格下跌70美分，跌幅0.8%，收于每桶82.17美元。本周布伦特原油期货下跌0.7%。</p>\n<p><b>黄金期货周五收高0.3% 连续第7个交易日上涨</b></p>\n<p>黄金期货周五收高，录得连续第7个交易日上涨，并创下自5月以来的最大单周百分比涨幅。周五，纽约商品交易所12月交割的黄金期货价格上涨4.60美元，涨幅近0.3%，收于每盎司1868.50美元，创6月11日以来最活跃合约的最高收盘价。至此黄金期货价格已连续7个交易日上涨，为2020年7月29日结束9连涨以来的最长连续上涨时间。</p>\n<p><b>国际宏观</b></p>\n<p><b>美国11月初消费者信心指数跌至10年低点 通胀预期升至2008年来最高</b></p>\n<p>美国11月初消费者信心意外大幅下滑，美国人越来越担心物价上涨及其对财务状况的影响。周五公布的数据显示，密歇根大学消费者信心指数初值从10月的71.7降至66.8。低于接受彭博调查的所有经济学家的预期，经济学家们的预测中值是72.5。</p>\n<p><b>调查：经济学家上调对截至2022年底美国通胀的预测</b></p>\n<p>根据彭博的最新月度调查，47位受访经济学家预期中值是今年第四季度末CPI将同比上涨5.8%，高于一个月前预测的5.5%。不过，有些经济学家的预测是周三的CPI数据发布之前提交的，而这份数据显示10月CPI取得1990年以来最大同比涨幅。</p>\n<p><b>债券市场对美国未来十年的通胀预期升至2006年以来最高水平</b></p>\n<p>周五，债券市场对未来十年的通胀预期升至2006年以来最高水平。10年期通胀保护债券的盈亏平衡通胀率上涨逾2个基点至2.73%。在美国消费者价格指数高于预期之后，本周盈亏平衡通胀率持续上升。</p>\n<p><b>美国9月份辞职人数创纪录 凸显企业招聘人员之艰难</b></p>\n<p>在今年9月份，有空前数量的美国人辞职，突显出持续的人员高流动正在掣肘雇主填补接近创纪录水平职位空缺的努力。美国劳工部周五发布的职位空缺和劳动力流动调查报告显示，9月份有创纪录的440万美国人辞职，与此同时，职位空缺数降至1040万。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2183014662\" target=\"_blank\"><b>桥水公布三季度持仓 看好中概、清仓芯片股</b></a><b></b></p>\n<p>全球最大对冲基金桥水最新公布的13F文件显示，该机构三季度大幅增持中概股，增持京东、新东方、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等中概电商、教育和新能源车股。另建仓做多<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等117只个股，清仓芯片股，包括<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等。</p>\n<p><a href=\"https://laohu8.com/NW/2183114012\" target=\"_blank\"><b>特斯拉股价创近两年来最糟糕单周表现 马斯克抛售股票套现57亿</b></a><b></b></p>\n<p>特斯拉股价本周累计下跌了15.4%，该公司CEO马斯克抛售了其持有的大量公司股份。这标志着特斯拉股价创下20个月以来最糟糕的单周表现。如果不包括2020年2月和3月因美国疫情扰乱市场发生的下跌，这也是该股有史以来表现最糟糕的一周。</p>\n<p><a href=\"https://laohu8.com/NW/2183011942\" target=\"_blank\"><b>电动汽车题材火爆 Rivian两天成为美国市值最大的无收入公司</b></a><b></b></p>\n<p>为新股，Rivian Automotive Inc．令人瞠目结舌的表现再树里程碑：按市值计，它现在已是美国没有营收的上市公司中最大的一家。Rivian已连续第三天上涨，市值前两天就超越了福特和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>，周五又将梅赛德斯-奔驰制造商戴姆勒甩在了身后。</p>\n<p><a href=\"https://laohu8.com/NW/2182013562\" target=\"_blank\"><b>强生宣布分拆消费者健康部门独立上市</b></a><b></b></p>\n<p>当地时间周五，强生公司宣布，计划将分拆其消费者健康部门独立上市。强生表示，在分拆后专注于医药和医疗器械的新强生依然为全球最大、最多元的医疗卫生公司。强生周五收涨1.20%。</p>\n<p><b><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>减持阿里、特斯拉</b></p>\n<p>瑞士信贷公布三季度13F文件，<a href=\"https://laohu8.com/S/MSFT\">微软</a>是其最大持仓，占披露资产的3.6%。前十持仓还包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>等热门个股。瑞士信贷减持阿里巴巴243万股，减持幅度为32%，还减持了推特、特斯拉等公司。</p>\n<p><a href=\"https://laohu8.com/NW/1148378183\" target=\"_blank\"><b>AMC院线开始接受比特币等加密货币付款</b></a><b></b></p>\n<p>AMC院线首席执行官Adam Aron表示，该公司现已推出新的在线电影支付方式，支持包括比特币、以太坊、莱特币在内的虚拟货币支付。Aron还透露，AMC院线即将接受狗狗币支付。该公司拥有593家美国影院和335家国际影院。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：特斯拉创两年来最差单周表现！桥水Q3持仓出炉</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：特斯拉创两年来最差单周表现！桥水Q3持仓出炉\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-13 07:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>美股三大指数悉数上涨，但本周均累计下跌，结束了此前连续五周的上涨势头；热门中概股普遍上涨，雾芯科技涨近11%；桥水公布三季度持仓，看好中概、清仓芯片股；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价创近两年来最糟糕单周表现，马斯克抛售股票套现57亿&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>收盘：美股三大股指本周均录得跌幅 纳指一周下跌近0.7%</b></p>\n<p>三大股指悉数上涨，但本周均累计下跌，结束了此前连续五周的上涨势头。截至收盘，道琼斯指数涨0.50%，报36,100.31点；标普500指数涨0.72%，报4,682.85点；纳斯达克指数涨1.00%，报15,861.00点；本周美股三大股指均录得跌幅，道指下跌0.63%，纳指下跌0.69%，标普500指数下跌0.31%。</p>\n<p><b>热门中概股周五收盘大多走高 电子烟概念股雾芯科技涨近11%</b></p>\n<p>热门中概股周五收盘大多走高，电子烟概念股雾芯科技涨近11%，消息面，<a href=\"https://laohu8.com/S/601162\">天风证券</a>近期研报指出，中国烟草的主赛道是HNB。近年来，我国对HNB（加热不燃烧）重视程度持续加强，各地中烟公司加速布局。</p>\n<p>热门中概股普遍上涨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.62%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.08%，微博涨0.50%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨2.29%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨1.44%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.98%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨1.38%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.80%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨1.49%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨1.11%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨6.14%。</p>\n<p><b>美国WTI原油本周下跌0.6% 录得连续第三周下跌</b></p>\n<p>原油期货周五收跌。美元走强以及美国释放战略石油储备的潜在威胁，使本周原油期货价格录得跌幅。</p>\n<p>周五，纽约商品交易所12月交割的西德州中质原油（WTI）期货价格下跌80美分，跌幅1%，收于每桶80.79美元。本周美国WTI原油下跌0.6%，为连续第三周下跌。</p>\n<p>作为全球原油价格基准的欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>1月布伦特原油期货价格下跌70美分，跌幅0.8%，收于每桶82.17美元。本周布伦特原油期货下跌0.7%。</p>\n<p><b>黄金期货周五收高0.3% 连续第7个交易日上涨</b></p>\n<p>黄金期货周五收高，录得连续第7个交易日上涨，并创下自5月以来的最大单周百分比涨幅。周五，纽约商品交易所12月交割的黄金期货价格上涨4.60美元，涨幅近0.3%，收于每盎司1868.50美元，创6月11日以来最活跃合约的最高收盘价。至此黄金期货价格已连续7个交易日上涨，为2020年7月29日结束9连涨以来的最长连续上涨时间。</p>\n<p><b>国际宏观</b></p>\n<p><b>美国11月初消费者信心指数跌至10年低点 通胀预期升至2008年来最高</b></p>\n<p>美国11月初消费者信心意外大幅下滑，美国人越来越担心物价上涨及其对财务状况的影响。周五公布的数据显示，密歇根大学消费者信心指数初值从10月的71.7降至66.8。低于接受彭博调查的所有经济学家的预期，经济学家们的预测中值是72.5。</p>\n<p><b>调查：经济学家上调对截至2022年底美国通胀的预测</b></p>\n<p>根据彭博的最新月度调查，47位受访经济学家预期中值是今年第四季度末CPI将同比上涨5.8%，高于一个月前预测的5.5%。不过，有些经济学家的预测是周三的CPI数据发布之前提交的，而这份数据显示10月CPI取得1990年以来最大同比涨幅。</p>\n<p><b>债券市场对美国未来十年的通胀预期升至2006年以来最高水平</b></p>\n<p>周五，债券市场对未来十年的通胀预期升至2006年以来最高水平。10年期通胀保护债券的盈亏平衡通胀率上涨逾2个基点至2.73%。在美国消费者价格指数高于预期之后，本周盈亏平衡通胀率持续上升。</p>\n<p><b>美国9月份辞职人数创纪录 凸显企业招聘人员之艰难</b></p>\n<p>在今年9月份，有空前数量的美国人辞职，突显出持续的人员高流动正在掣肘雇主填补接近创纪录水平职位空缺的努力。美国劳工部周五发布的职位空缺和劳动力流动调查报告显示，9月份有创纪录的440万美国人辞职，与此同时，职位空缺数降至1040万。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2183014662\" target=\"_blank\"><b>桥水公布三季度持仓 看好中概、清仓芯片股</b></a><b></b></p>\n<p>全球最大对冲基金桥水最新公布的13F文件显示，该机构三季度大幅增持中概股，增持京东、新东方、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等中概电商、教育和新能源车股。另建仓做多<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等117只个股，清仓芯片股，包括<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等。</p>\n<p><a href=\"https://laohu8.com/NW/2183114012\" target=\"_blank\"><b>特斯拉股价创近两年来最糟糕单周表现 马斯克抛售股票套现57亿</b></a><b></b></p>\n<p>特斯拉股价本周累计下跌了15.4%，该公司CEO马斯克抛售了其持有的大量公司股份。这标志着特斯拉股价创下20个月以来最糟糕的单周表现。如果不包括2020年2月和3月因美国疫情扰乱市场发生的下跌，这也是该股有史以来表现最糟糕的一周。</p>\n<p><a href=\"https://laohu8.com/NW/2183011942\" target=\"_blank\"><b>电动汽车题材火爆 Rivian两天成为美国市值最大的无收入公司</b></a><b></b></p>\n<p>为新股，Rivian Automotive Inc．令人瞠目结舌的表现再树里程碑：按市值计，它现在已是美国没有营收的上市公司中最大的一家。Rivian已连续第三天上涨，市值前两天就超越了福特和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>，周五又将梅赛德斯-奔驰制造商戴姆勒甩在了身后。</p>\n<p><a href=\"https://laohu8.com/NW/2182013562\" target=\"_blank\"><b>强生宣布分拆消费者健康部门独立上市</b></a><b></b></p>\n<p>当地时间周五，强生公司宣布，计划将分拆其消费者健康部门独立上市。强生表示，在分拆后专注于医药和医疗器械的新强生依然为全球最大、最多元的医疗卫生公司。强生周五收涨1.20%。</p>\n<p><b><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>减持阿里、特斯拉</b></p>\n<p>瑞士信贷公布三季度13F文件，<a href=\"https://laohu8.com/S/MSFT\">微软</a>是其最大持仓，占披露资产的3.6%。前十持仓还包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>等热门个股。瑞士信贷减持阿里巴巴243万股，减持幅度为32%，还减持了推特、特斯拉等公司。</p>\n<p><a href=\"https://laohu8.com/NW/1148378183\" target=\"_blank\"><b>AMC院线开始接受比特币等加密货币付款</b></a><b></b></p>\n<p>AMC院线首席执行官Adam Aron表示，该公司现已推出新的在线电影支付方式，支持包括比特币、以太坊、莱特币在内的虚拟货币支付。Aron还透露，AMC院线即将接受狗狗币支付。该公司拥有593家美国影院和335家国际影院。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155546620","content_text":"摘要：美股三大指数悉数上涨，但本周均累计下跌，结束了此前连续五周的上涨势头；热门中概股普遍上涨，雾芯科技涨近11%；桥水公布三季度持仓，看好中概、清仓芯片股；特斯拉股价创近两年来最糟糕单周表现，马斯克抛售股票套现57亿>>>\n\n海外市场\n收盘：美股三大股指本周均录得跌幅 纳指一周下跌近0.7%\n三大股指悉数上涨，但本周均累计下跌，结束了此前连续五周的上涨势头。截至收盘，道琼斯指数涨0.50%，报36,100.31点；标普500指数涨0.72%，报4,682.85点；纳斯达克指数涨1.00%，报15,861.00点；本周美股三大股指均录得跌幅，道指下跌0.63%，纳指下跌0.69%，标普500指数下跌0.31%。\n热门中概股周五收盘大多走高 电子烟概念股雾芯科技涨近11%\n热门中概股周五收盘大多走高，电子烟概念股雾芯科技涨近11%，消息面，天风证券近期研报指出，中国烟草的主赛道是HNB。近年来，我国对HNB（加热不燃烧）重视程度持续加强，各地中烟公司加速布局。\n热门中概股普遍上涨，阿里巴巴跌0.62%，京东涨2.08%，微博涨0.50%，拼多多涨2.29%，哔哩哔哩涨1.44%，百度涨1.98%，新东方涨1.38%，网易涨0.80%，腾讯音乐涨1.49%，爱奇艺涨1.11%，滴滴涨6.14%。\n美国WTI原油本周下跌0.6% 录得连续第三周下跌\n原油期货周五收跌。美元走强以及美国释放战略石油储备的潜在威胁，使本周原油期货价格录得跌幅。\n周五，纽约商品交易所12月交割的西德州中质原油（WTI）期货价格下跌80美分，跌幅1%，收于每桶80.79美元。本周美国WTI原油下跌0.6%，为连续第三周下跌。\n作为全球原油价格基准的欧洲洲际交易所1月布伦特原油期货价格下跌70美分，跌幅0.8%，收于每桶82.17美元。本周布伦特原油期货下跌0.7%。\n黄金期货周五收高0.3% 连续第7个交易日上涨\n黄金期货周五收高，录得连续第7个交易日上涨，并创下自5月以来的最大单周百分比涨幅。周五，纽约商品交易所12月交割的黄金期货价格上涨4.60美元，涨幅近0.3%，收于每盎司1868.50美元，创6月11日以来最活跃合约的最高收盘价。至此黄金期货价格已连续7个交易日上涨，为2020年7月29日结束9连涨以来的最长连续上涨时间。\n国际宏观\n美国11月初消费者信心指数跌至10年低点 通胀预期升至2008年来最高\n美国11月初消费者信心意外大幅下滑，美国人越来越担心物价上涨及其对财务状况的影响。周五公布的数据显示，密歇根大学消费者信心指数初值从10月的71.7降至66.8。低于接受彭博调查的所有经济学家的预期，经济学家们的预测中值是72.5。\n调查：经济学家上调对截至2022年底美国通胀的预测\n根据彭博的最新月度调查，47位受访经济学家预期中值是今年第四季度末CPI将同比上涨5.8%，高于一个月前预测的5.5%。不过，有些经济学家的预测是周三的CPI数据发布之前提交的，而这份数据显示10月CPI取得1990年以来最大同比涨幅。\n债券市场对美国未来十年的通胀预期升至2006年以来最高水平\n周五，债券市场对未来十年的通胀预期升至2006年以来最高水平。10年期通胀保护债券的盈亏平衡通胀率上涨逾2个基点至2.73%。在美国消费者价格指数高于预期之后，本周盈亏平衡通胀率持续上升。\n美国9月份辞职人数创纪录 凸显企业招聘人员之艰难\n在今年9月份，有空前数量的美国人辞职，突显出持续的人员高流动正在掣肘雇主填补接近创纪录水平职位空缺的努力。美国劳工部周五发布的职位空缺和劳动力流动调查报告显示，9月份有创纪录的440万美国人辞职，与此同时，职位空缺数降至1040万。\n公司新闻\n桥水公布三季度持仓 看好中概、清仓芯片股\n全球最大对冲基金桥水最新公布的13F文件显示，该机构三季度大幅增持中概股，增持京东、新东方、蔚来汽车等中概电商、教育和新能源车股。另建仓做多亚马逊等117只个股，清仓芯片股，包括AMD、高通、英伟达等。\n特斯拉股价创近两年来最糟糕单周表现 马斯克抛售股票套现57亿\n特斯拉股价本周累计下跌了15.4%，该公司CEO马斯克抛售了其持有的大量公司股份。这标志着特斯拉股价创下20个月以来最糟糕的单周表现。如果不包括2020年2月和3月因美国疫情扰乱市场发生的下跌，这也是该股有史以来表现最糟糕的一周。\n电动汽车题材火爆 Rivian两天成为美国市值最大的无收入公司\n为新股，Rivian Automotive Inc．令人瞠目结舌的表现再树里程碑：按市值计，它现在已是美国没有营收的上市公司中最大的一家。Rivian已连续第三天上涨，市值前两天就超越了福特和通用汽车，周五又将梅赛德斯-奔驰制造商戴姆勒甩在了身后。\n强生宣布分拆消费者健康部门独立上市\n当地时间周五，强生公司宣布，计划将分拆其消费者健康部门独立上市。强生表示，在分拆后专注于医药和医疗器械的新强生依然为全球最大、最多元的医疗卫生公司。强生周五收涨1.20%。\n瑞士信贷减持阿里、特斯拉\n瑞士信贷公布三季度13F文件，微软是其最大持仓，占披露资产的3.6%。前十持仓还包括苹果、亚马逊、谷歌A等热门个股。瑞士信贷减持阿里巴巴243万股，减持幅度为32%，还减持了推特、特斯拉等公司。\nAMC院线开始接受比特币等加密货币付款\nAMC院线首席执行官Adam Aron表示，该公司现已推出新的在线电影支付方式，支持包括比特币、以太坊、莱特币在内的虚拟货币支付。Aron还透露，AMC院线即将接受狗狗币支付。该公司拥有593家美国影院和335家国际影院。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850528501,"gmtCreate":1634609754339,"gmtModify":1634610081254,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850528501","repostId":"1138583191","repostType":2,"repost":{"id":"1138583191","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634601710,"share":"https://www.laohu8.com/m/news/1138583191?lang=&edition=full","pubTime":"2021-10-19 08:01","market":"hk","language":"zh","title":"昨夜今晨：美股大型科技股上涨！美油创7年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1138583191","media":"老虎资讯综合","summary":"摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持","content":"<blockquote>\n 摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指标普连续第四日上涨 大型科技股集体上涨</p>\n<p>美股三大股指周一开盘后均走低，随后出现反弹，最终仅道指收跌，标普500指数和纳指均连续第四个交易日上涨。迄今为止已有41家标普500成分公司公布了财报，其中80%公司的每股收益超出预期。按已经公布的财报来估算尚未公布的其余业绩，标普500指数成份股公司第三季度利润增幅将达到30%，为2010年以来第三高的季度增幅。</p>\n<p>截止收盘，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%。大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在推出最新款M1 Pro/Max芯片、刘海屏MacBook Pro和AirPods 3后收涨约1.2%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨3.26%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.11%。</p>\n<p>2、热门中概股周一收盘涨跌不一</p>\n<p>热门中概股周一收盘涨跌不一。和信贷涨超13%，雾芯科技涨超9%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨近5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、瑞幸粉单涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、新氧涨超2%，<a href=\"https://laohu8.com/S/JD\">京东</a>、陌陌等涨超1%。</p>\n<p>3、通胀担忧威胁企业盈利 欧洲股市周一收跌</p>\n<p>随着欧洲第三季度报告季的启动，投资者正在仔细研究公司的业绩，以寻找供应链紧张、劳动力短缺和能源价格飙升损害企业利润的任何迹象。截至收盘，德国DAX30指数收跌0.75%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收跌0.41%，法国CAC40指数收跌0.81%。</p>\n<p>4、美国WTI原油周一收高0.2% 并创2014年以来盘中新高</p>\n<p>北京时间19日凌晨，美国WTI原油期货周一小幅收高，并创2014年以来的最高盘中价格水平。截至收盘，纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨16美分，涨幅0.2%，收于每桶82.44美元。The Price期货集团高级市场分析师Phil Flynn表示，原油期货价格居高不下，增大了破坏能源市场需求的可能性。</p>\n<p>5、黄金期货周五收跌0.2% 连续第二日下跌</p>\n<p>比特币上涨、美国国债收益率走强，令黄金价格承压。最终，纽约商品交易所12月交割的黄金期货价格下跌2.60美元，跌幅近0.2%，收于每盎司1765.70美元。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2176227741\" target=\"_blank\">美联储主席鲍威尔去年10月卖出价值高达500万美元的股票</a></p>\n<p>据报道，美联储主席杰罗姆-鲍威尔去年卖出了价值高达500万美元的大盘指数基金。</p>\n<p>报道称，鲍威尔在向美国政府道德办公室披露时指出，2020年10月1日，其在先锋旗下股票基金Vanguard Total Stock Market Index(VTI)的卖出金额在100万至500万美元之间。他还在去年进行了其他几笔较小的股票和债券交易。</p>\n<p>2、美财长呼吁国会采取行动 提供债务限额长期解决方案</p>\n<p>当地时间10月18日，美国财政部长珍妮特·耶伦致信众议院议长南希·佩洛西，呼吁国会采取行动，就债务限额问题作出决定，以履行政府的义务，为政府支出提供长期的方案。</p>\n<p>耶伦在信中表示，目前的短期支出法案只是暂时措施，尽管它的签署使得财政部得以在12月3日前继续为联邦政府的运作提供资金，然而由于法定的债务限额无法充分维持政府支出到12月3日，她将根据法律暂停公务员退休和残疾基金(CSRDF)以及邮政服务退休人员健康福利基金(PSRHBF)贷记金额的额外投资，并赎回其持有的部分额外投资。</p>\n<p>3、英国央行加息预期意味着本世纪最快的政策紧缩浪潮将至</p>\n<p>在英国央行行长贝利讲话后，对英国央行加息的预期周一进一步大幅上升，当前定价显示的预期是2022年底前加息115个基点至1.25%。</p>\n<p>总体影响甚至可能更高。根据英国央行8月发布的指引，如果经济环境允许，一旦利率升到0.5%，央行就可能停止量化宽松计划中的债券再投资。</p>\n<p>4、铝价逼近纪录高位而铜价涨势暂歇 供应压力挥之不去</p>\n<p>最近铝和铜价格大涨使基本金属价格接近纪录高位，因全球能源危机使供应紧张局面更加严重，并加剧对通胀的担忧。</p>\n<p>伦敦金属交易所(LME)铝价周一小幅走高，稍早一度上涨1.8%，逼近2008年创下的纪录高位。铜价继上周大涨后回落。锌回吐盘初涨幅，不过仍接近纪录高点。LME基本金属指数上周触及纪录高点，此前欧洲生产商宣布因电价高企而减产。</p>\n<p>5、美国9月制造业产出意外下滑 创2月来最大降幅</p>\n<p>美国9月制造业产值意外下降，可能反映了供应链积压和原材料短缺带给制造业的压力。</p>\n<p>美联储周一数据显示，9月制造业产值下降0.7%，8月修正为下降0.4%。包括矿业和公用事业在内的总体工业产值下降1.3%。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2176122216\" target=\"_blank\">突发！普京大动作，俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升</a></p>\n<p>18日晚间，俄罗斯传来大消息，虽然俄罗斯总统普京已公开表态可以向欧洲输送更多天然气。但最新输送管道运力拍卖数据显示，俄罗斯暂时没有扩大天然气的供应的迹象。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/1193579636\" target=\"_blank\">苹果再发新品！MacBook Pro也有“刘海”，网友炸锅！AirPods 3来了</a></p>\n<p>继苹果九月新品发布会后，第二场新品发布会也在10月19日凌晨举行。此次，苹果推出了AirPods 3、新款配色的HomePod mini以及新一代MacBook Pro(14英寸/16英寸)。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2176712072\" target=\"_blank\">SEC公布关于游戏驿站轧空事件报告 为推动加强监管注入动力</a></p>\n<p>美国证交会(SEC)公布了一份关于今年1月游戏驿站股票疯狂交易的报告，揭穿了几个月来在社交媒体上流传的一些阴谋论，同时也为SEC主席根斯勒推动加强监管注入动力。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2176495122\" target=\"_blank\">亚马逊计划招聘15万名临时工应对圣诞购物季订单</a></p>\n<p>据市场消息，亚马逊计划在全美范围内招聘15万名临时员工，以应对即将到来的圣诞假期。临时员工可以获得平均起薪18美元每小时的薪资以及3000美元的签约奖金，部分地方还会根据轮班情况提供额外的薪资。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2176247861\" target=\"_blank\">丰田汽车计划建立在美第一家电池厂 于2025年开始投产</a></p>\n<p>日本汽车制造巨头丰田汽车计划到2030年在美国投资34亿美元成立一家新公司，并建立其在美国的第一家电池厂。据悉，该笔投资是丰田此前承诺在全球范围内投资135亿美元用于电池开发和生产计划的一部分。丰田预计，到2030年，电动汽车将占其美国销量的近70%，远高于目前的25%左右。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2176127396\" target=\"_blank\">美国众议院五名议员指控亚马逊创始人贝索斯向国会撒谎</a></p>\n<p>据路透社当地时间10月18日报道，美国众议院司法委员会的五名成员致信美国亚马逊公司首席执行官安迪·贾西，指控包括该公司创始人杰夫·贝索斯在内的公司高管人员就公司业务问题向国会撒谎。</p>\n<p>这五名议员称，针对亚马逊的商业行为，贝索斯等亚马逊高管要么误导了国会，要么向国会撒了谎。五位议员在信中还称，司法委员会正考虑是否将此事提交给美国司法部，以进行刑事调查。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：美股大型科技股上涨！美油创7年新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：美股大型科技股上涨！美油创7年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-19 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指标普连续第四日上涨 大型科技股集体上涨</p>\n<p>美股三大股指周一开盘后均走低，随后出现反弹，最终仅道指收跌，标普500指数和纳指均连续第四个交易日上涨。迄今为止已有41家标普500成分公司公布了财报，其中80%公司的每股收益超出预期。按已经公布的财报来估算尚未公布的其余业绩，标普500指数成份股公司第三季度利润增幅将达到30%，为2010年以来第三高的季度增幅。</p>\n<p>截止收盘，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%。大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在推出最新款M1 Pro/Max芯片、刘海屏MacBook Pro和AirPods 3后收涨约1.2%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨3.26%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.11%。</p>\n<p>2、热门中概股周一收盘涨跌不一</p>\n<p>热门中概股周一收盘涨跌不一。和信贷涨超13%，雾芯科技涨超9%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨近5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、瑞幸粉单涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、新氧涨超2%，<a href=\"https://laohu8.com/S/JD\">京东</a>、陌陌等涨超1%。</p>\n<p>3、通胀担忧威胁企业盈利 欧洲股市周一收跌</p>\n<p>随着欧洲第三季度报告季的启动，投资者正在仔细研究公司的业绩，以寻找供应链紧张、劳动力短缺和能源价格飙升损害企业利润的任何迹象。截至收盘，德国DAX30指数收跌0.75%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收跌0.41%，法国CAC40指数收跌0.81%。</p>\n<p>4、美国WTI原油周一收高0.2% 并创2014年以来盘中新高</p>\n<p>北京时间19日凌晨，美国WTI原油期货周一小幅收高，并创2014年以来的最高盘中价格水平。截至收盘，纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨16美分，涨幅0.2%，收于每桶82.44美元。The Price期货集团高级市场分析师Phil Flynn表示，原油期货价格居高不下，增大了破坏能源市场需求的可能性。</p>\n<p>5、黄金期货周五收跌0.2% 连续第二日下跌</p>\n<p>比特币上涨、美国国债收益率走强，令黄金价格承压。最终，纽约商品交易所12月交割的黄金期货价格下跌2.60美元，跌幅近0.2%，收于每盎司1765.70美元。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2176227741\" target=\"_blank\">美联储主席鲍威尔去年10月卖出价值高达500万美元的股票</a></p>\n<p>据报道，美联储主席杰罗姆-鲍威尔去年卖出了价值高达500万美元的大盘指数基金。</p>\n<p>报道称，鲍威尔在向美国政府道德办公室披露时指出，2020年10月1日，其在先锋旗下股票基金Vanguard Total Stock Market Index(VTI)的卖出金额在100万至500万美元之间。他还在去年进行了其他几笔较小的股票和债券交易。</p>\n<p>2、美财长呼吁国会采取行动 提供债务限额长期解决方案</p>\n<p>当地时间10月18日，美国财政部长珍妮特·耶伦致信众议院议长南希·佩洛西，呼吁国会采取行动，就债务限额问题作出决定，以履行政府的义务，为政府支出提供长期的方案。</p>\n<p>耶伦在信中表示，目前的短期支出法案只是暂时措施，尽管它的签署使得财政部得以在12月3日前继续为联邦政府的运作提供资金，然而由于法定的债务限额无法充分维持政府支出到12月3日，她将根据法律暂停公务员退休和残疾基金(CSRDF)以及邮政服务退休人员健康福利基金(PSRHBF)贷记金额的额外投资，并赎回其持有的部分额外投资。</p>\n<p>3、英国央行加息预期意味着本世纪最快的政策紧缩浪潮将至</p>\n<p>在英国央行行长贝利讲话后，对英国央行加息的预期周一进一步大幅上升，当前定价显示的预期是2022年底前加息115个基点至1.25%。</p>\n<p>总体影响甚至可能更高。根据英国央行8月发布的指引，如果经济环境允许，一旦利率升到0.5%，央行就可能停止量化宽松计划中的债券再投资。</p>\n<p>4、铝价逼近纪录高位而铜价涨势暂歇 供应压力挥之不去</p>\n<p>最近铝和铜价格大涨使基本金属价格接近纪录高位，因全球能源危机使供应紧张局面更加严重，并加剧对通胀的担忧。</p>\n<p>伦敦金属交易所(LME)铝价周一小幅走高，稍早一度上涨1.8%，逼近2008年创下的纪录高位。铜价继上周大涨后回落。锌回吐盘初涨幅，不过仍接近纪录高点。LME基本金属指数上周触及纪录高点，此前欧洲生产商宣布因电价高企而减产。</p>\n<p>5、美国9月制造业产出意外下滑 创2月来最大降幅</p>\n<p>美国9月制造业产值意外下降，可能反映了供应链积压和原材料短缺带给制造业的压力。</p>\n<p>美联储周一数据显示，9月制造业产值下降0.7%，8月修正为下降0.4%。包括矿业和公用事业在内的总体工业产值下降1.3%。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2176122216\" target=\"_blank\">突发！普京大动作，俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升</a></p>\n<p>18日晚间，俄罗斯传来大消息，虽然俄罗斯总统普京已公开表态可以向欧洲输送更多天然气。但最新输送管道运力拍卖数据显示，俄罗斯暂时没有扩大天然气的供应的迹象。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/1193579636\" target=\"_blank\">苹果再发新品！MacBook Pro也有“刘海”，网友炸锅！AirPods 3来了</a></p>\n<p>继苹果九月新品发布会后，第二场新品发布会也在10月19日凌晨举行。此次，苹果推出了AirPods 3、新款配色的HomePod mini以及新一代MacBook Pro(14英寸/16英寸)。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2176712072\" target=\"_blank\">SEC公布关于游戏驿站轧空事件报告 为推动加强监管注入动力</a></p>\n<p>美国证交会(SEC)公布了一份关于今年1月游戏驿站股票疯狂交易的报告，揭穿了几个月来在社交媒体上流传的一些阴谋论，同时也为SEC主席根斯勒推动加强监管注入动力。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2176495122\" target=\"_blank\">亚马逊计划招聘15万名临时工应对圣诞购物季订单</a></p>\n<p>据市场消息，亚马逊计划在全美范围内招聘15万名临时员工，以应对即将到来的圣诞假期。临时员工可以获得平均起薪18美元每小时的薪资以及3000美元的签约奖金，部分地方还会根据轮班情况提供额外的薪资。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2176247861\" target=\"_blank\">丰田汽车计划建立在美第一家电池厂 于2025年开始投产</a></p>\n<p>日本汽车制造巨头丰田汽车计划到2030年在美国投资34亿美元成立一家新公司，并建立其在美国的第一家电池厂。据悉，该笔投资是丰田此前承诺在全球范围内投资135亿美元用于电池开发和生产计划的一部分。丰田预计，到2030年，电动汽车将占其美国销量的近70%，远高于目前的25%左右。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2176127396\" target=\"_blank\">美国众议院五名议员指控亚马逊创始人贝索斯向国会撒谎</a></p>\n<p>据路透社当地时间10月18日报道，美国众议院司法委员会的五名成员致信美国亚马逊公司首席执行官安迪·贾西，指控包括该公司创始人杰夫·贝索斯在内的公司高管人员就公司业务问题向国会撒谎。</p>\n<p>这五名议员称，针对亚马逊的商业行为，贝索斯等亚马逊高管要么误导了国会，要么向国会撒了谎。五位议员在信中还称，司法委员会正考虑是否将此事提交给美国司法部，以进行刑事调查。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","AAPL":"苹果",".IXIC":"NASDAQ Composite","DDG":"ProShares做空石油与天然气ETF",".DJI":"道琼斯","SCO":"二倍做空彭博原油指数ETF","DWT":"三倍做空原油ETN","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138583191","content_text":"摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升。\n\n海外市场\n1、纳指标普连续第四日上涨 大型科技股集体上涨\n美股三大股指周一开盘后均走低，随后出现反弹，最终仅道指收跌，标普500指数和纳指均连续第四个交易日上涨。迄今为止已有41家标普500成分公司公布了财报，其中80%公司的每股收益超出预期。按已经公布的财报来估算尚未公布的其余业绩，标普500指数成份股公司第三季度利润增幅将达到30%，为2010年以来第三高的季度增幅。\n截止收盘，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%。大型科技股集体上涨，苹果公司在推出最新款M1 Pro/Max芯片、刘海屏MacBook Pro和AirPods 3后收涨约1.2%，Facebook涨3.26%，亚马逊涨1.11%。\n2、热门中概股周一收盘涨跌不一\n热门中概股周一收盘涨跌不一。和信贷涨超13%，雾芯科技涨超9%，哔哩哔哩涨超7%，趣头条涨近5%，百度、瑞幸粉单涨超4%，拼多多涨超3%，微博、网易、搜狐、迅雷、新氧涨超2%，京东、陌陌等涨超1%。\n3、通胀担忧威胁企业盈利 欧洲股市周一收跌\n随着欧洲第三季度报告季的启动，投资者正在仔细研究公司的业绩，以寻找供应链紧张、劳动力短缺和能源价格飙升损害企业利润的任何迹象。截至收盘，德国DAX30指数收跌0.75%，英国富时100指数收跌0.41%，法国CAC40指数收跌0.81%。\n4、美国WTI原油周一收高0.2% 并创2014年以来盘中新高\n北京时间19日凌晨，美国WTI原油期货周一小幅收高，并创2014年以来的最高盘中价格水平。截至收盘，纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨16美分，涨幅0.2%，收于每桶82.44美元。The Price期货集团高级市场分析师Phil Flynn表示，原油期货价格居高不下，增大了破坏能源市场需求的可能性。\n5、黄金期货周五收跌0.2% 连续第二日下跌\n比特币上涨、美国国债收益率走强，令黄金价格承压。最终，纽约商品交易所12月交割的黄金期货价格下跌2.60美元，跌幅近0.2%，收于每盎司1765.70美元。\n国际宏观\n1、美联储主席鲍威尔去年10月卖出价值高达500万美元的股票\n据报道，美联储主席杰罗姆-鲍威尔去年卖出了价值高达500万美元的大盘指数基金。\n报道称，鲍威尔在向美国政府道德办公室披露时指出，2020年10月1日，其在先锋旗下股票基金Vanguard Total Stock Market Index(VTI)的卖出金额在100万至500万美元之间。他还在去年进行了其他几笔较小的股票和债券交易。\n2、美财长呼吁国会采取行动 提供债务限额长期解决方案\n当地时间10月18日，美国财政部长珍妮特·耶伦致信众议院议长南希·佩洛西，呼吁国会采取行动，就债务限额问题作出决定，以履行政府的义务，为政府支出提供长期的方案。\n耶伦在信中表示，目前的短期支出法案只是暂时措施，尽管它的签署使得财政部得以在12月3日前继续为联邦政府的运作提供资金，然而由于法定的债务限额无法充分维持政府支出到12月3日，她将根据法律暂停公务员退休和残疾基金(CSRDF)以及邮政服务退休人员健康福利基金(PSRHBF)贷记金额的额外投资，并赎回其持有的部分额外投资。\n3、英国央行加息预期意味着本世纪最快的政策紧缩浪潮将至\n在英国央行行长贝利讲话后，对英国央行加息的预期周一进一步大幅上升，当前定价显示的预期是2022年底前加息115个基点至1.25%。\n总体影响甚至可能更高。根据英国央行8月发布的指引，如果经济环境允许，一旦利率升到0.5%，央行就可能停止量化宽松计划中的债券再投资。\n4、铝价逼近纪录高位而铜价涨势暂歇 供应压力挥之不去\n最近铝和铜价格大涨使基本金属价格接近纪录高位，因全球能源危机使供应紧张局面更加严重，并加剧对通胀的担忧。\n伦敦金属交易所(LME)铝价周一小幅走高，稍早一度上涨1.8%，逼近2008年创下的纪录高位。铜价继上周大涨后回落。锌回吐盘初涨幅，不过仍接近纪录高点。LME基本金属指数上周触及纪录高点，此前欧洲生产商宣布因电价高企而减产。\n5、美国9月制造业产出意外下滑 创2月来最大降幅\n美国9月制造业产值意外下降，可能反映了供应链积压和原材料短缺带给制造业的压力。\n美联储周一数据显示，9月制造业产值下降0.7%，8月修正为下降0.4%。包括矿业和公用事业在内的总体工业产值下降1.3%。\n6、突发！普京大动作，俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升\n18日晚间，俄罗斯传来大消息，虽然俄罗斯总统普京已公开表态可以向欧洲输送更多天然气。但最新输送管道运力拍卖数据显示，俄罗斯暂时没有扩大天然气的供应的迹象。\n公司新闻\n1、苹果再发新品！MacBook Pro也有“刘海”，网友炸锅！AirPods 3来了\n继苹果九月新品发布会后，第二场新品发布会也在10月19日凌晨举行。此次，苹果推出了AirPods 3、新款配色的HomePod mini以及新一代MacBook Pro(14英寸/16英寸)。\n2、SEC公布关于游戏驿站轧空事件报告 为推动加强监管注入动力\n美国证交会(SEC)公布了一份关于今年1月游戏驿站股票疯狂交易的报告，揭穿了几个月来在社交媒体上流传的一些阴谋论，同时也为SEC主席根斯勒推动加强监管注入动力。\n3、亚马逊计划招聘15万名临时工应对圣诞购物季订单\n据市场消息，亚马逊计划在全美范围内招聘15万名临时员工，以应对即将到来的圣诞假期。临时员工可以获得平均起薪18美元每小时的薪资以及3000美元的签约奖金，部分地方还会根据轮班情况提供额外的薪资。\n4、丰田汽车计划建立在美第一家电池厂 于2025年开始投产\n日本汽车制造巨头丰田汽车计划到2030年在美国投资34亿美元成立一家新公司，并建立其在美国的第一家电池厂。据悉，该笔投资是丰田此前承诺在全球范围内投资135亿美元用于电池开发和生产计划的一部分。丰田预计，到2030年，电动汽车将占其美国销量的近70%，远高于目前的25%左右。\n5、美国众议院五名议员指控亚马逊创始人贝索斯向国会撒谎\n据路透社当地时间10月18日报道，美国众议院司法委员会的五名成员致信美国亚马逊公司首席执行官安迪·贾西，指控包括该公司创始人杰夫·贝索斯在内的公司高管人员就公司业务问题向国会撒谎。\n这五名议员称，针对亚马逊的商业行为，贝索斯等亚马逊高管要么误导了国会，要么向国会撒了谎。五位议员在信中还称，司法委员会正考虑是否将此事提交给美国司法部，以进行刑事调查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800453579,"gmtCreate":1627313681791,"gmtModify":1631892365800,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800453579","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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>3 Warren Buffett Stocks That Are Screaming Summer Buys</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\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMY":"施贵宝","GM":"通用汽车","BRK.B":"伯克希尔B","AMZN":"亚马逊","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173509924,"gmtCreate":1626666513368,"gmtModify":1631892365813,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173509924","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128709827,"gmtCreate":1624529940469,"gmtModify":1631892365826,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128709827","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","kind":"news","pubTimestamp":1624529642,"share":"https://www.laohu8.com/m/news/1187819280?lang=&edition=full","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","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>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120467100,"gmtCreate":1624333120200,"gmtModify":1631892365841,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120467100","repostId":"2145703861","repostType":4,"repost":{"id":"2145703861","kind":"highlight","pubTimestamp":1624329780,"share":"https://www.laohu8.com/m/news/2145703861?lang=&edition=full","pubTime":"2021-06-22 10:43","market":"us","language":"en","title":"2 Stocks That Will Be Better Than They Were Before the Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=2145703861","media":"Motley Fool","summary":"Disney and Dave & Buster's took steps forward even when the pandemic forced them to take a step back.","content":"<p>Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back stronger than ever.</p>\n<p><b>Walt Disney</b> (NYSE:DIS)&nbsp;and <b>Dave &amp; Buster's Entertainment</b> (NASDAQ:PLAY) are two publicly traded companies that are making sure the future will be better than their pre-pandemic peaks. Let's see why the two players that made the most of the lull in their consumer-facing businesses are positioned to win.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e19f834c25136f3d8aaba845e09de447\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Walt Disney.</span></p>\n<h2>Walt Disney</h2>\n<p>The world's leading entertainment giant wasn't firing on all cylinders during the pandemic. Its theme parks were shuttered, and it wasn't until last week that it had all of its gated attractions worldwide open for the first time since late January of last year. Disney's cruise line has yet to return to the open seas. With movie fans staying away from the corner multiplex during the thick of the pandemic it's only recently that the company behind all six of 2019's highest-grossing films will benefit from fans returning to the local movie house.</p>\n<p>Disney stock has fared relatively well on the strength of Disney+, the premium streaming service that has topped 100 million subscribers in a little more than a year. Its media networks segment also held its ground during the shelter-in-place phase of the pandemic.</p>\n<p>Let's dive into why the laggards in its portfolio will lead the way now. Disney delaying theatrical releases is stocking the pond for the year ahead. On the cruising front, Disney's fleet will grow by 25% when its fifth ship is deployed next summer. The planet's leading theme park operator has had the perfect opportunity to test out new measures that will help monetize its day guests.</p>\n<h2>Dave &amp; Buster's</h2>\n<p>The turnaround at Dave &amp; Buster's is coming along a lot quicker than expected. Dave &amp; Buster's knows that it's coming up against easy year-over-year comparisons, so it's emphasizing its two-year growth rate in its latest financial update.</p>\n<p>Year-over-year revenue soared 66% in its fiscal first quarter ending in early May, but it's a more somber 27% decline from where it was during the same period two years ago. However, with two-year comps improving to a 4% decline in recent weeks Dave &amp; Buster's feels that the current quarter's top-line performance will be roughly in line with where it was in the fiscal second quarter of 2019.</p>\n<p>Dave &amp; Buster's already surprised the market last time out with a quicker-than-expected return to profitability. It has made the most of the pandemic downtime to beef up its business. It has updated its menu, trimming it by a third but still adding nearly two dozen trendy items. It's upgrading its rewards program in the next few months, and that includes offering what it hopes will be collectible nonfungible token (NFT) prizes.</p>\n<p>Disney and Dave &amp; Buster's naturally weren't at their best when the economy and social distancing norms were at their worst. It won't always be that way for these consumer discretionary stocks, and we're already seeing them shake things up.</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>2 Stocks That Will Be Better Than They Were Before the Pandemic</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\">\n2 Stocks That Will Be Better Than They Were Before the Pandemic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLAY":"Dave & Buster","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/06/21/2-stocks-that-will-be-better-than-they-were-before/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145703861","content_text":"Investors are turning their attention to the stocks that will benefit from the reopening of the U.S. economy in the coming months. Some companies will fare better than others, and some will come back stronger than ever.\nWalt Disney (NYSE:DIS) and Dave & Buster's Entertainment (NASDAQ:PLAY) are two publicly traded companies that are making sure the future will be better than their pre-pandemic peaks. Let's see why the two players that made the most of the lull in their consumer-facing businesses are positioned to win.\nImage source: Walt Disney.\nWalt Disney\nThe world's leading entertainment giant wasn't firing on all cylinders during the pandemic. Its theme parks were shuttered, and it wasn't until last week that it had all of its gated attractions worldwide open for the first time since late January of last year. Disney's cruise line has yet to return to the open seas. With movie fans staying away from the corner multiplex during the thick of the pandemic it's only recently that the company behind all six of 2019's highest-grossing films will benefit from fans returning to the local movie house.\nDisney stock has fared relatively well on the strength of Disney+, the premium streaming service that has topped 100 million subscribers in a little more than a year. Its media networks segment also held its ground during the shelter-in-place phase of the pandemic.\nLet's dive into why the laggards in its portfolio will lead the way now. Disney delaying theatrical releases is stocking the pond for the year ahead. On the cruising front, Disney's fleet will grow by 25% when its fifth ship is deployed next summer. The planet's leading theme park operator has had the perfect opportunity to test out new measures that will help monetize its day guests.\nDave & Buster's\nThe turnaround at Dave & Buster's is coming along a lot quicker than expected. Dave & Buster's knows that it's coming up against easy year-over-year comparisons, so it's emphasizing its two-year growth rate in its latest financial update.\nYear-over-year revenue soared 66% in its fiscal first quarter ending in early May, but it's a more somber 27% decline from where it was during the same period two years ago. However, with two-year comps improving to a 4% decline in recent weeks Dave & Buster's feels that the current quarter's top-line performance will be roughly in line with where it was in the fiscal second quarter of 2019.\nDave & Buster's already surprised the market last time out with a quicker-than-expected return to profitability. It has made the most of the pandemic downtime to beef up its business. It has updated its menu, trimming it by a third but still adding nearly two dozen trendy items. It's upgrading its rewards program in the next few months, and that includes offering what it hopes will be collectible nonfungible token (NFT) prizes.\nDisney and Dave & Buster's naturally weren't at their best when the economy and social distancing norms were at their worst. It won't always be that way for these consumer discretionary stocks, and we're already seeing them shake things up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164999963,"gmtCreate":1624164074952,"gmtModify":1631892365852,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164999963","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","kind":"news","pubTimestamp":1624065374,"share":"https://www.laohu8.com/m/news/1199331995?lang=&edition=full","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","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>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</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; 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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\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CXM":"Sprinklr, Inc.","FA":"First Advantage Corp.","CFLT":"Confluent, Inc.","DOCS":"Doximity, Inc.","YMM":"满帮","MCW":"Mister Car Wash, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164907258,"gmtCreate":1624164013874,"gmtModify":1631892365863,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164907258","repostId":"1138062216","repostType":4,"repost":{"id":"1138062216","kind":"news","pubTimestamp":1624029740,"share":"https://www.laohu8.com/m/news/1138062216?lang=&edition=full","pubTime":"2021-06-18 23:22","market":"us","language":"en","title":"Energy stocks roar toward their best year in three decades amid recovery in oil","url":"https://stock-news.laohu8.com/highlight/detail?id=1138062216","media":"cnbc","summary":"It’s six months into 2021, andenergy stocksare already on pace for their best year in more than thre","content":"<div>\n<p>It’s six months into 2021, andenergy stocksare already on pace for their best year in more than three decades, leading some to believe the run may be due for a pullback.\nThe group pulled back on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.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>Energy stocks roar toward their best year in three decades amid recovery in oil</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; 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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\">\nEnergy stocks roar toward their best year in three decades amid recovery in oil\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s six months into 2021, andenergy stocksare already on pace for their best year in more than three decades, leading some to believe the run may be due for a pullback.\nThe group pulled back on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVN":"德文能源","EOG":"依欧格资源","MRO":"马拉松石油","FANG":"Diamondback Energy"},"source_url":"https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1138062216","content_text":"It’s six months into 2021, andenergy stocksare already on pace for their best year in more than three decades, leading some to believe the run may be due for a pullback.\nThe group pulled back on Thursday and Friday, but is still up more than 40% for the year. That’s almost double the 23% return for the real estate sector, which is the second-best sector. The S&P 500 is up nearly 12% this year.\nEnergy’s big start to the year means that even if the sector goes nowhere for the rest of 2021, it will still be the best year since 1990 by nearly 10%, according to Bay Crest Partners chief market technician Jonathan Krinsky.\nThe surge in energy stocks comes on the back of a recovery in oil prices, and as investors return to areas of the market that were left out of 2020′s rebound from the pandemic lows. The sector was also starting from a low base. In 2020, the group fell 37.3% for its worst performance since inception in 1989.\nKrinsky is among those saying the upside move is overdone, and his call is to sell crude oil and energy stocks broadly. From a technical standpoint, he noted that the $420 to $450 level acted as support — a floor — for the group during the last decade. But then during the Covid sell-off, the sector plunged below that key level — breaking below $200 — as the pandemic ground economies around the world to a halt.\n\nThe S&P Energy Sector has since recovered and traded as high as $420 on Thursday, inching closer to their prior support level, which now acts as resistance, or where an uptrend could be expected to reverse.\n“Oftentimes when you break a very important support like that, once you come back and test it as resistance, it’s difficult to exceed that — at least on the first try,” Krinsky noted.\nGauging performance from Jan. 1 might seem arbitrary, but he added that the sector’s outperformance is notable from virtually any date. Over the last eight months, the group has returned over 90%, which Krinsky says is more than two times the prior largest such gain over the last three decades.\n“Even on a rolling basis this is somewhat unprecedented,” he said. His bearish call on the sector also stems from other commodities breaking down, including lumber and copper. The latter is now breaking its uptrend, and Krinsky noted that copper was a leading indicator for the 2020 low, hitting a bottom one month ahead of West Texas Intermediate Crude futures.\nTOP-PERFORMING S&P 500 ENERGY STOCKS THIS YEAR\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\nYIELD\nPREVIOUS CLOSE\n\n\n\n\nMRO\nMarathon Oil Corp\n12.83\n-0.4655\n12.83\n12.89\n\n\nFANG\nDiamondback Energy Inc\n86.23\n-0.7596\n86.23\n86.89\n\n\nDVN\nDevon Energy Corp\n27.22\n-1.3411\n27.22\n27.59\n\n\nEOG\nEOG Resources Inc\n80.795\n-0.7798\n80.795\n81.43\n\n\n\nWithin the sector,Marathon Oilhas gained nearly 93% this year, making it the top-performing energy stock in the S&P 500.\nDiamondback Energyrose about 80% year to date, andDevon Energyclimbed more than 70%.OccidentalandEOG Resourcesare up more than 60%.\nAmid the outperformance the group remains unloved by Wall Street as factors – including environmental, social and corporate governance investing – prompt investors to shy away from the sector. Bank of America recently noted that the entire sector makes up just 2% of the average long-only portfolio, or less than half the allocation toward Facebook, which sits at 4.2%.\nEnergy still comprises a tiny portion of the S&P 500, but as the sector’s weighting grows, fund managers who shun the space could risk returns.\nMRB Partners on Thursday reiterated its overweight rating on the group, saying the recovery in demand for petroleum products, coupled with ongoing supply constraints, should push oil prices higher, leading to further returns for energy stocks.\n“Strengthening cash flows, leaner cost structures, and better capital discipline position the industry to moderately increase capital returns to shareholders,” strategists led by Salvatore Ruscitti wrote in a note to clients. “Relative performance will benefit from the reflationary backdrop and our expectations for a softer U.S. dollar.”\nWhen it comes to specific stocks, Gilman Hill Asset Management CEO Jenny Harrington owns names includingChevron,OneokandKinder Morgan. She noted on Thursday’s“Halftime Report”that it’s important to look at the whole picture. While oil is at its highest level in nearly two and a half years, it’s trading at about half the level it was just a few years ago. On the flip side, it’s well above where it traded in June of 2020 as the pandemic took hold.\n“They’re all trading at a fraction of the market multiple,” Harrington said of the energy stocks she owns. “They all have hefty dividend yields,” she added, arguing that strong earnings growth means “there’s a lot of room to go here.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162182821,"gmtCreate":1624042592163,"gmtModify":1631889075790,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Haiz","listText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Haiz","text":"$Onconova Therapeutics(ONTX)$Haiz","images":[{"img":"https://static.tigerbbs.com/d5bb4f2f3e32df5306f39c118aae0318","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162182821","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169310949,"gmtCreate":1623816665781,"gmtModify":1631892365876,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169310949","repostId":"1146386859","repostType":2,"repost":{"id":"1146386859","kind":"news","pubTimestamp":1623417074,"share":"https://www.laohu8.com/m/news/1146386859?lang=&edition=full","pubTime":"2021-06-11 21:11","market":"us","language":"en","title":"NIO: Buy This Chinese EV Manufacturer While It's Still Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1146386859","media":"seekingalpha","summary":"NIO is a dominant EV manufacturer in the electric SUV segment in China.Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly spec","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is a dominant EV manufacturer in the electric SUV segment in China.</li>\n <li>Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.</li>\n <li>As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.</li>\n</ul>\n<p>NIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.</p>\n<p><b>Dominating the Chinese Market</b></p>\n<p>Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.</p>\n<p>In recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&amp;P 500 Index.</p>\n<p><img src=\"https://static.tigerbbs.com/23b2ed509a529a876c423f3e9426be3f\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Chart: Seeking Alpha</i></p>\n<p>Despite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.</p>\n<p>One of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.</p>\n<p>On top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.</p>\n<p><img src=\"https://static.tigerbbs.com/71905e5a90565b6a7e8864b3f6b0c226\" tg-width=\"883\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha</i></p>\n<p>At this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.</p>\n<p>All of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.</p>\n<p>Another uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.</p>\n<p>Going forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.</p>\n<p>Considering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.</p>","source":"seekingalpha","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>NIO: Buy This Chinese EV Manufacturer While It's Still Cheap</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\">\nNIO: Buy This Chinese EV Manufacturer While It's Still Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146386859","content_text":"Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.\nAs the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.\n\nNIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.\nDominating the Chinese Market\nFounded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.\nIn recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&P 500 Index.\n\nChart: Seeking Alpha\nDespite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.\nOne of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.\nOn top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.\n\nSource: Seeking Alpha\nAt this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.\nAll of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.\nAnother uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.\nGoing forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.\nConsidering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111540726,"gmtCreate":1622688511665,"gmtModify":1631892365896,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111540726","repostId":"1115876867","repostType":4,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134744538,"gmtCreate":1622263098524,"gmtModify":1631892365902,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134744538","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130910412,"gmtCreate":1621502455836,"gmtModify":1631892365917,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/130910412","repostId":"1131372875","repostType":4,"repost":{"id":"1131372875","kind":"news","pubTimestamp":1621502294,"share":"https://www.laohu8.com/m/news/1131372875?lang=&edition=full","pubTime":"2021-05-20 17:18","market":"fut","language":"en","title":"Bonds Have Never Been So Useless as a Hedge to Stocks Since 1999","url":"https://stock-news.laohu8.com/highlight/detail?id=1131372875","media":"Bloomberg","summary":"Correlation between bonds and stocks has flipped to positive\nInflation concern injects volatility in","content":"<ul>\n <li>Correlation between bonds and stocks has flipped to positive</li>\n <li>Inflation concern injects volatility into both asset classes</li>\n</ul>\n<p>Bonds aren’t working as a safe haven like they used to.</p>\n<p>On a day when&nbsp;risk aversion&nbsp;swept across everything from stocks and commodities to crypto currencies, Treasuries barely budged. In fact, the S&amp;P 500 and 10-year Treasury futures haven’t been so positively correlated since 1999, with the 60-day metric reaching 0.5 on Wednesday. In contrast, the average correlation over the past two decades was negative 0.3, meaning a decline in stocks was often accompanied by a rally in bonds.</p>\n<p><img src=\"https://static.tigerbbs.com/43b0960f22ef872459ef2fdfd14cf74e\" tg-width=\"930\" tg-height=\"523\"></p>\n<p>The relationship flip signals that the role of Treasuries as a shock-absorber has been eroded as the fear of inflation becomes a common denominator for both stock and bond investors. If it persists, it would mark a sea change as strategies such as risk-parity and 60/40 are likely to become more volatile.</p>\n<p>“Long bonds as your hedge worked in a Goldilocks era” of stable growth and inflation, said Charlie McElligott, a cross-asset strategist at Nomura Securities. “But now, due to the pandemic response, that old dynamic simply no longer applies. Inflation is a volatility catalyst.”</p>\n<p>The stock-down-bond-up scenario that investors have grown accustomed to has only been a staple since 2000. Earlier, a positive correlation had been more common as inflation was more volatile.</p>\n<p>While the core U.S. consumer price index increased in April at the fastest pace since 1982, the Federal Reserve has insisted the surge is “transitory” and the central bank will be patient in removing monetary stimulus. If the Fed is right, the bond-stock correlation could normalize, said McElligott.</p>\n<p>“Only in the case of an extreme inflation overshoot would the Fed’s hands be tied,” forcing it to raise rates more quickly and crash both bonds and stocks, he said.</p>","source":"lsy1584095487587","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>Bonds Have Never Been So Useless as a Hedge to Stocks Since 1999</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\">\nBonds Have Never Been So Useless as a Hedge to Stocks Since 1999\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-05-19/bonds-have-never-been-so-useless-as-a-hedge-to-stocks-since-1999?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Correlation between bonds and stocks has flipped to positive\nInflation concern injects volatility into both asset classes\n\nBonds aren’t working as a safe haven like they used to.\nOn a day when risk ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-05-19/bonds-have-never-been-so-useless-as-a-hedge-to-stocks-since-1999?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2021-05-19/bonds-have-never-been-so-useless-as-a-hedge-to-stocks-since-1999?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131372875","content_text":"Correlation between bonds and stocks has flipped to positive\nInflation concern injects volatility into both asset classes\n\nBonds aren’t working as a safe haven like they used to.\nOn a day when risk aversion swept across everything from stocks and commodities to crypto currencies, Treasuries barely budged. In fact, the S&P 500 and 10-year Treasury futures haven’t been so positively correlated since 1999, with the 60-day metric reaching 0.5 on Wednesday. In contrast, the average correlation over the past two decades was negative 0.3, meaning a decline in stocks was often accompanied by a rally in bonds.\n\nThe relationship flip signals that the role of Treasuries as a shock-absorber has been eroded as the fear of inflation becomes a common denominator for both stock and bond investors. If it persists, it would mark a sea change as strategies such as risk-parity and 60/40 are likely to become more volatile.\n“Long bonds as your hedge worked in a Goldilocks era” of stable growth and inflation, said Charlie McElligott, a cross-asset strategist at Nomura Securities. “But now, due to the pandemic response, that old dynamic simply no longer applies. Inflation is a volatility catalyst.”\nThe stock-down-bond-up scenario that investors have grown accustomed to has only been a staple since 2000. Earlier, a positive correlation had been more common as inflation was more volatile.\nWhile the core U.S. consumer price index increased in April at the fastest pace since 1982, the Federal Reserve has insisted the surge is “transitory” and the central bank will be patient in removing monetary stimulus. If the Fed is right, the bond-stock correlation could normalize, said McElligott.\n“Only in the case of an extreme inflation overshoot would the Fed’s hands be tied,” forcing it to raise rates more quickly and crash both bonds and stocks, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191971941,"gmtCreate":1620838299283,"gmtModify":1634195931017,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Yes agree with that","listText":"Yes agree with that","text":"Yes agree with that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191971941","repostId":"1190538975","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":800453579,"gmtCreate":1627313681791,"gmtModify":1631892365800,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800453579","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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>3 Warren Buffett Stocks That Are Screaming Summer Buys</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\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMY":"施贵宝","GM":"通用汽车","BRK.B":"伯克希尔B","AMZN":"亚马逊","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128709827,"gmtCreate":1624529940469,"gmtModify":1631892365826,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128709827","repostId":"1187819280","repostType":4,"repost":{"id":"1187819280","kind":"news","pubTimestamp":1624529642,"share":"https://www.laohu8.com/m/news/1187819280?lang=&edition=full","pubTime":"2021-06-24 18:14","market":"us","language":"en","title":"The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer","url":"https://stock-news.laohu8.com/highlight/detail?id=1187819280","media":"MarketWatch","summary":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pan","content":"<blockquote>\n <b>5 reasons the pandemic megatrend is over.</b>\n</blockquote>\n<p>One of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.</p>\n<p>Take the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.</p>\n<p>Lately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&amp;P 500 SPX, -0.11% has tacked on about 6% in the same period.</p>\n<p>And some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.</p>\n<p>While some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.</p>\n<p><b>Here are five big reasons why:</b></p>\n<p><b>1.</b>&nbsp;<b>The upgrade cycle is over</b></p>\n<p>Last summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.</p>\n<p>Consider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.</p>\n<p>The same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.</p>\n<p><b>2.&nbsp;Valuations are stretched</b></p>\n<p>Speaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.</p>\n<p>Take TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.</p>\n<p>What’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&amp;P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.</p>\n<p><b>3.&nbsp;Delays and shortages</b></p>\n<p>Future growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.</p>\n<p>Home improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.</p>\n<p>Even if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.</p>\n<p><b>4.&nbsp;Inflationary pressures</b></p>\n<p>For the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.</p>\n<p>The cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.</p>\n<p>Inflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.</p>\n<p><b>5.&nbsp;Home-equity hubris</b></p>\n<p>Speaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.</p>\n<p>Some of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.</p>\n<p>But here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.</p>\n<p>Anyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.</p>","source":"lsy1603348471595","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>The ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer</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\">\nThe ‘shelter in suburbia’ trade is about to reverse — and these stocks will suffer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 18:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-shelter-in-suburbia-trade-is-about-to-reverse-and-these-stocks-will-suffer-11624457411?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187819280","content_text":"5 reasons the pandemic megatrend is over.\n\nOne of the biggest investment stories of the COVID-19 pandemic has been the boom in consumer discretionary stocks with a “shelter in suburbia” theme. From e-commerce platforms to home improvement stores to furniture and housewares merchants, many of the top performers have fit this flavor.\nTake the broad-based Vanguard Consumer Discretionary Index Fund ETF VCR, +0.66% that surged more than 90% from March 2020 to March 2021. That was thanks to components like home improvement stocks Lowe’s LOW, -0.30% and Home Depot HD, -0.33% alongside retailers like TJX TJX, -0.08%.\nLately, however, performance has started to lag for many of these names. In fact, since April 1 we’ve seen these three stocks all drift slightly into the red even as the S&P 500 SPX, -0.11% has tacked on about 6% in the same period.\nAnd some fear that may only be the beginning. As one Wall Street insider said recently in a Bloomberg interview, a “huge unwind” is coming for stay-at-home stocks, including hardware stores and home-goods merchants.\nWhile some big-name “suburbia” trades are still relatively stable, signs of trouble are already emerging at the fringes. Century Communities CCS, -0.34% and Dream Finders Homes DFH, -2.55%, two mid-tier single family homebuilders, have seen shares crash by double digits over the last month. On the furnishings side, appliance giant Whirlpool Corporation WHR, -0.51% and department store Nordstrom JWN, +2.03% are down sharply from their spring highs.\nHere are five big reasons why:\n1. The upgrade cycle is over\nLast summer, white-collar workers who were stuck at home made note of overdue projects and took advantage of being able to easily meet with contractors. But in many ways, this growth is not sustainable.\nConsider the kind of purchases homeowners were making according to data from the NPD Group. Faucets, kitchen cabinets and even toilets were among the most popular products sold in 2020. Needless to say, even the most profligate homeowners aren’t going to follow this upgrade cycle of remodeling kitchens and bathrooms on an annual basis.\nThe same is true for furniture and other home goods. Internet giant Comscore recorded the highest visitation to related websites in history in May 2020 with 133 million web surfers shopping for some kind of home goods. Once again, a new couch or lamp is not an annual purchase — so this trend seems unsustainable for much longer.\n2. Valuations are stretched\nSpeaking of post-pandemic peaks for home-goods purveyors, we’ve seen the financials bear out these big increases via boosted profits and sales. However, we’ve also seen the stock of many related merchants surge even more — stretching their valuations from historical norms.\nTake TJX. Currently this discount retailer has a forward price-to-earnings ratio of more than 26, compared with a forward P/E of just 21 in spring 2020. Its trailing price-to-sales ratio is now 2.1 compared with 1.4.\nWhat’s more, valuations for previous darlings like TJX are out of line with peers, too. Consider the forward P/E of the overall S&P 500 index is 22 right now, and other similar names like Macy’s M, +0.70% and Big Lots BIG, -3.71% actually have forward P/E ratios well under 10. You can argue TJX is unique, of course… but you also may want to be aware of what “fair value” looks like for many other stocks outside fashionable stay-at-home trades right now.\n3. Delays and shortages\nFuture growth from pandemic-fueled peaks in these stocks is not impossible, of course. But given supply chain disruptions it seems highly unlikely. There are a host of reasons for these delays, including overseas shipping delays as well as capacity and output crunches that are affecting many industries, but “stay at home” stocks seem particularly hard hit.\nHome improvement products are simply nowhere to be found, with roughly 94% of builders reporting “at least some serious shortages of appliances” according to the National Association of Home Builders. Another 93% are running short on framing lumber and 87% say it is hard to obtain windows and doors.\nEven if you can get past demand concerns, without the raw materials to get to work it’s very hard to see future growth in this category.\n4. Inflationary pressures\nFor the people who haven’t already ponied up the cash for a contractor or made their peace with extended delays for their expensive new furniture, there is a pretty big disincentive right now for new shoppers: inflation.\nThe cost of living as measured by the Consumer Price Index jumped 0.6% in May to run at a 5% annual rate. That was not only higher than expectations, but the fastest pace since the summer of 2008. The inflation risks were so pronounced that the Federal Reserve publicly stated it could move up the schedule for expected interest rate increases to keep the risks under wraps.\nInflation isn’t always a death knell, of course. But it has historically eroded purchasing power and could curtail some of the spending in “stay at home” stocks that we’ve seen in the last year or so.\n5. Home-equity hubris\nSpeaking of red-hot inflation: In May, the median price for U.S. homes topped $350,000 for the first time ever — up 23.6% from 2020. What’s more, a Realtor.com survey showed roughly a third of selling homeowners expect to get more than their asking price, and roughly the same amount expect an offer within a week of listing.\nSome of this is justifiable. Many articles have been written in recent years about the dearth of supply in attractive markets, and it’s important to acknowledge the remote work of the pandemic has indeed created some disruptive introspection into why people live where they do.\nBut here’s where things get dicey: homeowners who have already spent the expected premium on their home’s price well in advance. According to Freddie Mac, about $152.7 billion in equity loans were taken out on U.S. houses last year, a massive increase of 41.7% from 2019 and the highest refinancing cash-out dollar amount since 2007.\nAnyone remember what happened to the real-estate market in 2007? Or the similar sense of seller entitlement from those days? There’s no clear signs of a bubble bursting just yet, but there’s real risk American homeowners may be overly optimistic about what their homes are worth — and a chance this home equity loan free-for-all simply isn’t sustainable for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130910412,"gmtCreate":1621502455836,"gmtModify":1631892365917,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/130910412","repostId":"1131372875","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134744538,"gmtCreate":1622263098524,"gmtModify":1631892365902,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134744538","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":850528501,"gmtCreate":1634609754339,"gmtModify":1634610081254,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850528501","repostId":"1138583191","repostType":2,"repost":{"id":"1138583191","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634601710,"share":"https://www.laohu8.com/m/news/1138583191?lang=&edition=full","pubTime":"2021-10-19 08:01","market":"hk","language":"zh","title":"昨夜今晨：美股大型科技股上涨！美油创7年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1138583191","media":"老虎资讯综合","summary":"摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持","content":"<blockquote>\n 摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指标普连续第四日上涨 大型科技股集体上涨</p>\n<p>美股三大股指周一开盘后均走低，随后出现反弹，最终仅道指收跌，标普500指数和纳指均连续第四个交易日上涨。迄今为止已有41家标普500成分公司公布了财报，其中80%公司的每股收益超出预期。按已经公布的财报来估算尚未公布的其余业绩，标普500指数成份股公司第三季度利润增幅将达到30%，为2010年以来第三高的季度增幅。</p>\n<p>截止收盘，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%。大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在推出最新款M1 Pro/Max芯片、刘海屏MacBook Pro和AirPods 3后收涨约1.2%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨3.26%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.11%。</p>\n<p>2、热门中概股周一收盘涨跌不一</p>\n<p>热门中概股周一收盘涨跌不一。和信贷涨超13%，雾芯科技涨超9%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨近5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、瑞幸粉单涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、新氧涨超2%，<a href=\"https://laohu8.com/S/JD\">京东</a>、陌陌等涨超1%。</p>\n<p>3、通胀担忧威胁企业盈利 欧洲股市周一收跌</p>\n<p>随着欧洲第三季度报告季的启动，投资者正在仔细研究公司的业绩，以寻找供应链紧张、劳动力短缺和能源价格飙升损害企业利润的任何迹象。截至收盘，德国DAX30指数收跌0.75%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收跌0.41%，法国CAC40指数收跌0.81%。</p>\n<p>4、美国WTI原油周一收高0.2% 并创2014年以来盘中新高</p>\n<p>北京时间19日凌晨，美国WTI原油期货周一小幅收高，并创2014年以来的最高盘中价格水平。截至收盘，纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨16美分，涨幅0.2%，收于每桶82.44美元。The Price期货集团高级市场分析师Phil Flynn表示，原油期货价格居高不下，增大了破坏能源市场需求的可能性。</p>\n<p>5、黄金期货周五收跌0.2% 连续第二日下跌</p>\n<p>比特币上涨、美国国债收益率走强，令黄金价格承压。最终，纽约商品交易所12月交割的黄金期货价格下跌2.60美元，跌幅近0.2%，收于每盎司1765.70美元。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2176227741\" target=\"_blank\">美联储主席鲍威尔去年10月卖出价值高达500万美元的股票</a></p>\n<p>据报道，美联储主席杰罗姆-鲍威尔去年卖出了价值高达500万美元的大盘指数基金。</p>\n<p>报道称，鲍威尔在向美国政府道德办公室披露时指出，2020年10月1日，其在先锋旗下股票基金Vanguard Total Stock Market Index(VTI)的卖出金额在100万至500万美元之间。他还在去年进行了其他几笔较小的股票和债券交易。</p>\n<p>2、美财长呼吁国会采取行动 提供债务限额长期解决方案</p>\n<p>当地时间10月18日，美国财政部长珍妮特·耶伦致信众议院议长南希·佩洛西，呼吁国会采取行动，就债务限额问题作出决定，以履行政府的义务，为政府支出提供长期的方案。</p>\n<p>耶伦在信中表示，目前的短期支出法案只是暂时措施，尽管它的签署使得财政部得以在12月3日前继续为联邦政府的运作提供资金，然而由于法定的债务限额无法充分维持政府支出到12月3日，她将根据法律暂停公务员退休和残疾基金(CSRDF)以及邮政服务退休人员健康福利基金(PSRHBF)贷记金额的额外投资，并赎回其持有的部分额外投资。</p>\n<p>3、英国央行加息预期意味着本世纪最快的政策紧缩浪潮将至</p>\n<p>在英国央行行长贝利讲话后，对英国央行加息的预期周一进一步大幅上升，当前定价显示的预期是2022年底前加息115个基点至1.25%。</p>\n<p>总体影响甚至可能更高。根据英国央行8月发布的指引，如果经济环境允许，一旦利率升到0.5%，央行就可能停止量化宽松计划中的债券再投资。</p>\n<p>4、铝价逼近纪录高位而铜价涨势暂歇 供应压力挥之不去</p>\n<p>最近铝和铜价格大涨使基本金属价格接近纪录高位，因全球能源危机使供应紧张局面更加严重，并加剧对通胀的担忧。</p>\n<p>伦敦金属交易所(LME)铝价周一小幅走高，稍早一度上涨1.8%，逼近2008年创下的纪录高位。铜价继上周大涨后回落。锌回吐盘初涨幅，不过仍接近纪录高点。LME基本金属指数上周触及纪录高点，此前欧洲生产商宣布因电价高企而减产。</p>\n<p>5、美国9月制造业产出意外下滑 创2月来最大降幅</p>\n<p>美国9月制造业产值意外下降，可能反映了供应链积压和原材料短缺带给制造业的压力。</p>\n<p>美联储周一数据显示，9月制造业产值下降0.7%，8月修正为下降0.4%。包括矿业和公用事业在内的总体工业产值下降1.3%。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2176122216\" target=\"_blank\">突发！普京大动作，俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升</a></p>\n<p>18日晚间，俄罗斯传来大消息，虽然俄罗斯总统普京已公开表态可以向欧洲输送更多天然气。但最新输送管道运力拍卖数据显示，俄罗斯暂时没有扩大天然气的供应的迹象。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/1193579636\" target=\"_blank\">苹果再发新品！MacBook Pro也有“刘海”，网友炸锅！AirPods 3来了</a></p>\n<p>继苹果九月新品发布会后，第二场新品发布会也在10月19日凌晨举行。此次，苹果推出了AirPods 3、新款配色的HomePod mini以及新一代MacBook Pro(14英寸/16英寸)。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2176712072\" target=\"_blank\">SEC公布关于游戏驿站轧空事件报告 为推动加强监管注入动力</a></p>\n<p>美国证交会(SEC)公布了一份关于今年1月游戏驿站股票疯狂交易的报告，揭穿了几个月来在社交媒体上流传的一些阴谋论，同时也为SEC主席根斯勒推动加强监管注入动力。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2176495122\" target=\"_blank\">亚马逊计划招聘15万名临时工应对圣诞购物季订单</a></p>\n<p>据市场消息，亚马逊计划在全美范围内招聘15万名临时员工，以应对即将到来的圣诞假期。临时员工可以获得平均起薪18美元每小时的薪资以及3000美元的签约奖金，部分地方还会根据轮班情况提供额外的薪资。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2176247861\" target=\"_blank\">丰田汽车计划建立在美第一家电池厂 于2025年开始投产</a></p>\n<p>日本汽车制造巨头丰田汽车计划到2030年在美国投资34亿美元成立一家新公司，并建立其在美国的第一家电池厂。据悉，该笔投资是丰田此前承诺在全球范围内投资135亿美元用于电池开发和生产计划的一部分。丰田预计，到2030年，电动汽车将占其美国销量的近70%，远高于目前的25%左右。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2176127396\" target=\"_blank\">美国众议院五名议员指控亚马逊创始人贝索斯向国会撒谎</a></p>\n<p>据路透社当地时间10月18日报道，美国众议院司法委员会的五名成员致信美国亚马逊公司首席执行官安迪·贾西，指控包括该公司创始人杰夫·贝索斯在内的公司高管人员就公司业务问题向国会撒谎。</p>\n<p>这五名议员称，针对亚马逊的商业行为，贝索斯等亚马逊高管要么误导了国会，要么向国会撒了谎。五位议员在信中还称，司法委员会正考虑是否将此事提交给美国司法部，以进行刑事调查。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：美股大型科技股上涨！美油创7年新高</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：美股大型科技股上涨！美油创7年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-19 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指标普连续第四日上涨 大型科技股集体上涨</p>\n<p>美股三大股指周一开盘后均走低，随后出现反弹，最终仅道指收跌，标普500指数和纳指均连续第四个交易日上涨。迄今为止已有41家标普500成分公司公布了财报，其中80%公司的每股收益超出预期。按已经公布的财报来估算尚未公布的其余业绩，标普500指数成份股公司第三季度利润增幅将达到30%，为2010年以来第三高的季度增幅。</p>\n<p>截止收盘，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%。大型科技股集体上涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在推出最新款M1 Pro/Max芯片、刘海屏MacBook Pro和AirPods 3后收涨约1.2%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨3.26%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.11%。</p>\n<p>2、热门中概股周一收盘涨跌不一</p>\n<p>热门中概股周一收盘涨跌不一。和信贷涨超13%，雾芯科技涨超9%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨近5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、瑞幸粉单涨超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超3%，<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、新氧涨超2%，<a href=\"https://laohu8.com/S/JD\">京东</a>、陌陌等涨超1%。</p>\n<p>3、通胀担忧威胁企业盈利 欧洲股市周一收跌</p>\n<p>随着欧洲第三季度报告季的启动，投资者正在仔细研究公司的业绩，以寻找供应链紧张、劳动力短缺和能源价格飙升损害企业利润的任何迹象。截至收盘，德国DAX30指数收跌0.75%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收跌0.41%，法国CAC40指数收跌0.81%。</p>\n<p>4、美国WTI原油周一收高0.2% 并创2014年以来盘中新高</p>\n<p>北京时间19日凌晨，美国WTI原油期货周一小幅收高，并创2014年以来的最高盘中价格水平。截至收盘，纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨16美分，涨幅0.2%，收于每桶82.44美元。The Price期货集团高级市场分析师Phil Flynn表示，原油期货价格居高不下，增大了破坏能源市场需求的可能性。</p>\n<p>5、黄金期货周五收跌0.2% 连续第二日下跌</p>\n<p>比特币上涨、美国国债收益率走强，令黄金价格承压。最终，纽约商品交易所12月交割的黄金期货价格下跌2.60美元，跌幅近0.2%，收于每盎司1765.70美元。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2176227741\" target=\"_blank\">美联储主席鲍威尔去年10月卖出价值高达500万美元的股票</a></p>\n<p>据报道，美联储主席杰罗姆-鲍威尔去年卖出了价值高达500万美元的大盘指数基金。</p>\n<p>报道称，鲍威尔在向美国政府道德办公室披露时指出，2020年10月1日，其在先锋旗下股票基金Vanguard Total Stock Market Index(VTI)的卖出金额在100万至500万美元之间。他还在去年进行了其他几笔较小的股票和债券交易。</p>\n<p>2、美财长呼吁国会采取行动 提供债务限额长期解决方案</p>\n<p>当地时间10月18日，美国财政部长珍妮特·耶伦致信众议院议长南希·佩洛西，呼吁国会采取行动，就债务限额问题作出决定，以履行政府的义务，为政府支出提供长期的方案。</p>\n<p>耶伦在信中表示，目前的短期支出法案只是暂时措施，尽管它的签署使得财政部得以在12月3日前继续为联邦政府的运作提供资金，然而由于法定的债务限额无法充分维持政府支出到12月3日，她将根据法律暂停公务员退休和残疾基金(CSRDF)以及邮政服务退休人员健康福利基金(PSRHBF)贷记金额的额外投资，并赎回其持有的部分额外投资。</p>\n<p>3、英国央行加息预期意味着本世纪最快的政策紧缩浪潮将至</p>\n<p>在英国央行行长贝利讲话后，对英国央行加息的预期周一进一步大幅上升，当前定价显示的预期是2022年底前加息115个基点至1.25%。</p>\n<p>总体影响甚至可能更高。根据英国央行8月发布的指引，如果经济环境允许，一旦利率升到0.5%，央行就可能停止量化宽松计划中的债券再投资。</p>\n<p>4、铝价逼近纪录高位而铜价涨势暂歇 供应压力挥之不去</p>\n<p>最近铝和铜价格大涨使基本金属价格接近纪录高位，因全球能源危机使供应紧张局面更加严重，并加剧对通胀的担忧。</p>\n<p>伦敦金属交易所(LME)铝价周一小幅走高，稍早一度上涨1.8%，逼近2008年创下的纪录高位。铜价继上周大涨后回落。锌回吐盘初涨幅，不过仍接近纪录高点。LME基本金属指数上周触及纪录高点，此前欧洲生产商宣布因电价高企而减产。</p>\n<p>5、美国9月制造业产出意外下滑 创2月来最大降幅</p>\n<p>美国9月制造业产值意外下降，可能反映了供应链积压和原材料短缺带给制造业的压力。</p>\n<p>美联储周一数据显示，9月制造业产值下降0.7%，8月修正为下降0.4%。包括矿业和公用事业在内的总体工业产值下降1.3%。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2176122216\" target=\"_blank\">突发！普京大动作，俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升</a></p>\n<p>18日晚间，俄罗斯传来大消息，虽然俄罗斯总统普京已公开表态可以向欧洲输送更多天然气。但最新输送管道运力拍卖数据显示，俄罗斯暂时没有扩大天然气的供应的迹象。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/1193579636\" target=\"_blank\">苹果再发新品！MacBook Pro也有“刘海”，网友炸锅！AirPods 3来了</a></p>\n<p>继苹果九月新品发布会后，第二场新品发布会也在10月19日凌晨举行。此次，苹果推出了AirPods 3、新款配色的HomePod mini以及新一代MacBook Pro(14英寸/16英寸)。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2176712072\" target=\"_blank\">SEC公布关于游戏驿站轧空事件报告 为推动加强监管注入动力</a></p>\n<p>美国证交会(SEC)公布了一份关于今年1月游戏驿站股票疯狂交易的报告，揭穿了几个月来在社交媒体上流传的一些阴谋论，同时也为SEC主席根斯勒推动加强监管注入动力。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2176495122\" target=\"_blank\">亚马逊计划招聘15万名临时工应对圣诞购物季订单</a></p>\n<p>据市场消息，亚马逊计划在全美范围内招聘15万名临时员工，以应对即将到来的圣诞假期。临时员工可以获得平均起薪18美元每小时的薪资以及3000美元的签约奖金，部分地方还会根据轮班情况提供额外的薪资。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2176247861\" target=\"_blank\">丰田汽车计划建立在美第一家电池厂 于2025年开始投产</a></p>\n<p>日本汽车制造巨头丰田汽车计划到2030年在美国投资34亿美元成立一家新公司，并建立其在美国的第一家电池厂。据悉，该笔投资是丰田此前承诺在全球范围内投资135亿美元用于电池开发和生产计划的一部分。丰田预计，到2030年，电动汽车将占其美国销量的近70%，远高于目前的25%左右。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2176127396\" target=\"_blank\">美国众议院五名议员指控亚马逊创始人贝索斯向国会撒谎</a></p>\n<p>据路透社当地时间10月18日报道，美国众议院司法委员会的五名成员致信美国亚马逊公司首席执行官安迪·贾西，指控包括该公司创始人杰夫·贝索斯在内的公司高管人员就公司业务问题向国会撒谎。</p>\n<p>这五名议员称，针对亚马逊的商业行为，贝索斯等亚马逊高管要么误导了国会，要么向国会撒了谎。五位议员在信中还称，司法委员会正考虑是否将此事提交给美国司法部，以进行刑事调查。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","AAPL":"苹果",".IXIC":"NASDAQ Composite","DDG":"ProShares做空石油与天然气ETF",".DJI":"道琼斯","SCO":"二倍做空彭博原油指数ETF","DWT":"三倍做空原油ETN","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138583191","content_text":"摘要：①纳指标普连续第四日上涨，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%；②美国WTI原油周一收高0.2%，并创2014年以来盘中新高；③俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升。\n\n海外市场\n1、纳指标普连续第四日上涨 大型科技股集体上涨\n美股三大股指周一开盘后均走低，随后出现反弹，最终仅道指收跌，标普500指数和纳指均连续第四个交易日上涨。迄今为止已有41家标普500成分公司公布了财报，其中80%公司的每股收益超出预期。按已经公布的财报来估算尚未公布的其余业绩，标普500指数成份股公司第三季度利润增幅将达到30%，为2010年以来第三高的季度增幅。\n截止收盘，道指跌0.1%，纳指涨0.84%，标普500指数涨0.34%。大型科技股集体上涨，苹果公司在推出最新款M1 Pro/Max芯片、刘海屏MacBook Pro和AirPods 3后收涨约1.2%，Facebook涨3.26%，亚马逊涨1.11%。\n2、热门中概股周一收盘涨跌不一\n热门中概股周一收盘涨跌不一。和信贷涨超13%，雾芯科技涨超9%，哔哩哔哩涨超7%，趣头条涨近5%，百度、瑞幸粉单涨超4%，拼多多涨超3%，微博、网易、搜狐、迅雷、新氧涨超2%，京东、陌陌等涨超1%。\n3、通胀担忧威胁企业盈利 欧洲股市周一收跌\n随着欧洲第三季度报告季的启动，投资者正在仔细研究公司的业绩，以寻找供应链紧张、劳动力短缺和能源价格飙升损害企业利润的任何迹象。截至收盘，德国DAX30指数收跌0.75%，英国富时100指数收跌0.41%，法国CAC40指数收跌0.81%。\n4、美国WTI原油周一收高0.2% 并创2014年以来盘中新高\n北京时间19日凌晨，美国WTI原油期货周一小幅收高，并创2014年以来的最高盘中价格水平。截至收盘，纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨16美分，涨幅0.2%，收于每桶82.44美元。The Price期货集团高级市场分析师Phil Flynn表示，原油期货价格居高不下，增大了破坏能源市场需求的可能性。\n5、黄金期货周五收跌0.2% 连续第二日下跌\n比特币上涨、美国国债收益率走强，令黄金价格承压。最终，纽约商品交易所12月交割的黄金期货价格下跌2.60美元，跌幅近0.2%，收于每盎司1765.70美元。\n国际宏观\n1、美联储主席鲍威尔去年10月卖出价值高达500万美元的股票\n据报道，美联储主席杰罗姆-鲍威尔去年卖出了价值高达500万美元的大盘指数基金。\n报道称，鲍威尔在向美国政府道德办公室披露时指出，2020年10月1日，其在先锋旗下股票基金Vanguard Total Stock Market Index(VTI)的卖出金额在100万至500万美元之间。他还在去年进行了其他几笔较小的股票和债券交易。\n2、美财长呼吁国会采取行动 提供债务限额长期解决方案\n当地时间10月18日，美国财政部长珍妮特·耶伦致信众议院议长南希·佩洛西，呼吁国会采取行动，就债务限额问题作出决定，以履行政府的义务，为政府支出提供长期的方案。\n耶伦在信中表示，目前的短期支出法案只是暂时措施，尽管它的签署使得财政部得以在12月3日前继续为联邦政府的运作提供资金，然而由于法定的债务限额无法充分维持政府支出到12月3日，她将根据法律暂停公务员退休和残疾基金(CSRDF)以及邮政服务退休人员健康福利基金(PSRHBF)贷记金额的额外投资，并赎回其持有的部分额外投资。\n3、英国央行加息预期意味着本世纪最快的政策紧缩浪潮将至\n在英国央行行长贝利讲话后，对英国央行加息的预期周一进一步大幅上升，当前定价显示的预期是2022年底前加息115个基点至1.25%。\n总体影响甚至可能更高。根据英国央行8月发布的指引，如果经济环境允许，一旦利率升到0.5%，央行就可能停止量化宽松计划中的债券再投资。\n4、铝价逼近纪录高位而铜价涨势暂歇 供应压力挥之不去\n最近铝和铜价格大涨使基本金属价格接近纪录高位，因全球能源危机使供应紧张局面更加严重，并加剧对通胀的担忧。\n伦敦金属交易所(LME)铝价周一小幅走高，稍早一度上涨1.8%，逼近2008年创下的纪录高位。铜价继上周大涨后回落。锌回吐盘初涨幅，不过仍接近纪录高点。LME基本金属指数上周触及纪录高点，此前欧洲生产商宣布因电价高企而减产。\n5、美国9月制造业产出意外下滑 创2月来最大降幅\n美国9月制造业产值意外下降，可能反映了供应链积压和原材料短缺带给制造业的压力。\n美联储周一数据显示，9月制造业产值下降0.7%，8月修正为下降0.4%。包括矿业和公用事业在内的总体工业产值下降1.3%。\n6、突发！普京大动作，俄罗斯将限制对欧洲天然气供应，能源价格已持续飙升\n18日晚间，俄罗斯传来大消息，虽然俄罗斯总统普京已公开表态可以向欧洲输送更多天然气。但最新输送管道运力拍卖数据显示，俄罗斯暂时没有扩大天然气的供应的迹象。\n公司新闻\n1、苹果再发新品！MacBook Pro也有“刘海”，网友炸锅！AirPods 3来了\n继苹果九月新品发布会后，第二场新品发布会也在10月19日凌晨举行。此次，苹果推出了AirPods 3、新款配色的HomePod mini以及新一代MacBook Pro(14英寸/16英寸)。\n2、SEC公布关于游戏驿站轧空事件报告 为推动加强监管注入动力\n美国证交会(SEC)公布了一份关于今年1月游戏驿站股票疯狂交易的报告，揭穿了几个月来在社交媒体上流传的一些阴谋论，同时也为SEC主席根斯勒推动加强监管注入动力。\n3、亚马逊计划招聘15万名临时工应对圣诞购物季订单\n据市场消息，亚马逊计划在全美范围内招聘15万名临时员工，以应对即将到来的圣诞假期。临时员工可以获得平均起薪18美元每小时的薪资以及3000美元的签约奖金，部分地方还会根据轮班情况提供额外的薪资。\n4、丰田汽车计划建立在美第一家电池厂 于2025年开始投产\n日本汽车制造巨头丰田汽车计划到2030年在美国投资34亿美元成立一家新公司，并建立其在美国的第一家电池厂。据悉，该笔投资是丰田此前承诺在全球范围内投资135亿美元用于电池开发和生产计划的一部分。丰田预计，到2030年，电动汽车将占其美国销量的近70%，远高于目前的25%左右。\n5、美国众议院五名议员指控亚马逊创始人贝索斯向国会撒谎\n据路透社当地时间10月18日报道，美国众议院司法委员会的五名成员致信美国亚马逊公司首席执行官安迪·贾西，指控包括该公司创始人杰夫·贝索斯在内的公司高管人员就公司业务问题向国会撒谎。\n这五名议员称，针对亚马逊的商业行为，贝索斯等亚马逊高管要么误导了国会，要么向国会撒了谎。五位议员在信中还称，司法委员会正考虑是否将此事提交给美国司法部，以进行刑事调查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164999963,"gmtCreate":1624164074952,"gmtModify":1631892365852,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164999963","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","kind":"news","pubTimestamp":1624065374,"share":"https://www.laohu8.com/m/news/1199331995?lang=&edition=full","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","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>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week</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; 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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\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CXM":"Sprinklr, Inc.","FA":"First Advantage Corp.","CFLT":"Confluent, Inc.","DOCS":"Doximity, Inc.","YMM":"满帮","MCW":"Mister Car Wash, Inc."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111540726,"gmtCreate":1622688511665,"gmtModify":1631892365896,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Sick","listText":"Sick","text":"Sick","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111540726","repostId":"1115876867","repostType":4,"repost":{"id":"1115876867","kind":"news","pubTimestamp":1622678071,"share":"https://www.laohu8.com/m/news/1115876867?lang=&edition=full","pubTime":"2021-06-03 07:54","market":"us","language":"en","title":"Shares of retail favorite AMC nearly double, company woos investors with free popcorn","url":"https://stock-news.laohu8.com/highlight/detail?id=1115876867","media":"Reuters","summary":"Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on W","content":"<p>Shares of retail investor favorite <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has captivated investors.</p><p>The theater chain operator's shares closed up 95.2% at $62.55, a fresh record. At the close, AMC's market value stood at $28.17 billion, more than ViacomCBS(VIAC.O)and <a href=\"https://laohu8.com/S/K\">Kellogg</a>(K.N), as well as fellow meme-stock <a href=\"https://laohu8.com/S/GME\">GameStop</a>(GME.N).</p><p>In an apparent nod to the retail investors that have hyped the stock in forums such as Reddit’s popular WallStreetBets, AMC CEO Adam Aron on Wednesday announced an initiative that offered even the smallest shareholder a free large popcorn if they signed up to a regular newsletter.</p><p>Among other so-called meme stocks - companies popular with a new generation of social media centric traders on WallStreetBets and other online forums - security software provider <a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a> and headphone maker <a href=\"https://laohu8.com/S/KOSS\">Koss</a> Corp(KOSS.O)rose 31.1% and 68.6%, respectively.</p><p>The massive rise in AMC's shares, which are up about 2,850% from just over $2 at the end of last year, is beginning to resemble the wild ride in shares of <a href=\"https://laohu8.com/S/GME\">GameStop</a> earlier this year.</p><p>\"It's meme stock 2.0.,” said Steve Sosnick, Chief Strategist at <a href=\"https://laohu8.com/S/IBKR\">Interactive Brokers</a>.</p><p>GameStop shares rose more than 1,600% in January, buoyed in part by bearish investors unwinding their bets against the heavily shorted stock in the face of a massive buying surge.</p><p>'GAMMA SQUEEZE'</p><p>Some of the upward price move in AMC is likely being driven by market makers buying up stock to hedge their exposure from selling options, an event known as a “gamma squeeze,” analysts said.</p><p>\"People have learnt what tactics work under these insane circumstances. They are using a very similar play-book,\" Sosnick said.</p><p>Call options that would pay off if the shares topped $73 by Friday were the most heavily trade AMC options on Wednesday, with about 233,000 contracts changing hands.</p><p>With shares approaching that level, market makers who sold these and other similarly bullish contracts were left with no choice but to buy up AMC stock to hedge their own risk, thereby exacerbating the rise in the share price, analysts said.</p><p>\"Market makers are just chasing the stock,\" said Matt Amberson, principal at options analytics firm ORATS.</p><p>Wednesday’s near doubling of the stock price will likely test investors that have shorted AMC. Bearish investors were down $5.2 billion for the year and lost nearly $2.8 billion on Wednesday alone, data from S3 showed.</p><p>\"If you began your short at under $10 and you were sure the stock was overvalued at $10 it makes more sense that it’s over valued at $30 or $70,” said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. However, \"at a certain point your losses outweigh your thesis.\"</p><p>The surge in AMC shares comes a day after hedge fund Mudrick Capital Management LP sold a $230 million stake in the company for a profit shortly after acquiring it, saying the stock was overvalued, according to a source.</p><p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> appeared unfazed by the sale, which some analysts characterized as an attempt to cash in on the retail-driven surge in its stock.</p><p>\"There's a retail fanaticism with this stock right now,\" said MKM Partners analyst Eric Handler, who has a sell rating and a $1 price target on AMC stock. \"There's such a disconnect between what the stock's doing and what the fundamentals look like.\"</p><p>On <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and WallStreetBets, some users exhorted <a href=\"https://laohu8.com/S/AONE\">one</a> another to hold on to their shares of AMC while others cheered on the rally.</p><p>\"$amc let’s go again to $100 and beyond,\" wrote <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> user @Rodolf30592158.</p><p>AMC was the most heavily traded name in options on Wednesday, with 4.6 million contracts traded. About $39 billion worth of AMC shares was traded on Wednesday, by far the most of any stock on Wall Street, per Refinitiv data.</p><p>The company has been among the biggest gainers from a deluge of interest in so-called meme stocks.</p><p>\"The (retail trading) party could go on as long as investors could continue co-acting,\" said Ipek Ozkardeskaya, senior analyst at Swissquote. \"The problem is, the higher the price goes, the higher is the temptation to take profit and walk away.\"</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shares of retail favorite AMC nearly double, company woos investors with free popcorn</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\">\nShares of retail favorite AMC nearly double, company woos investors with free popcorn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has ...</p>\n\n<a href=\"https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115876867","content_text":"Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has captivated investors.The theater chain operator's shares closed up 95.2% at $62.55, a fresh record. At the close, AMC's market value stood at $28.17 billion, more than ViacomCBS(VIAC.O)and Kellogg(K.N), as well as fellow meme-stock GameStop(GME.N).In an apparent nod to the retail investors that have hyped the stock in forums such as Reddit’s popular WallStreetBets, AMC CEO Adam Aron on Wednesday announced an initiative that offered even the smallest shareholder a free large popcorn if they signed up to a regular newsletter.Among other so-called meme stocks - companies popular with a new generation of social media centric traders on WallStreetBets and other online forums - security software provider BlackBerry and headphone maker Koss Corp(KOSS.O)rose 31.1% and 68.6%, respectively.The massive rise in AMC's shares, which are up about 2,850% from just over $2 at the end of last year, is beginning to resemble the wild ride in shares of GameStop earlier this year.\"It's meme stock 2.0.,” said Steve Sosnick, Chief Strategist at Interactive Brokers.GameStop shares rose more than 1,600% in January, buoyed in part by bearish investors unwinding their bets against the heavily shorted stock in the face of a massive buying surge.'GAMMA SQUEEZE'Some of the upward price move in AMC is likely being driven by market makers buying up stock to hedge their exposure from selling options, an event known as a “gamma squeeze,” analysts said.\"People have learnt what tactics work under these insane circumstances. They are using a very similar play-book,\" Sosnick said.Call options that would pay off if the shares topped $73 by Friday were the most heavily trade AMC options on Wednesday, with about 233,000 contracts changing hands.With shares approaching that level, market makers who sold these and other similarly bullish contracts were left with no choice but to buy up AMC stock to hedge their own risk, thereby exacerbating the rise in the share price, analysts said.\"Market makers are just chasing the stock,\" said Matt Amberson, principal at options analytics firm ORATS.Wednesday’s near doubling of the stock price will likely test investors that have shorted AMC. Bearish investors were down $5.2 billion for the year and lost nearly $2.8 billion on Wednesday alone, data from S3 showed.\"If you began your short at under $10 and you were sure the stock was overvalued at $10 it makes more sense that it’s over valued at $30 or $70,” said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. However, \"at a certain point your losses outweigh your thesis.\"The surge in AMC shares comes a day after hedge fund Mudrick Capital Management LP sold a $230 million stake in the company for a profit shortly after acquiring it, saying the stock was overvalued, according to a source.Investors appeared unfazed by the sale, which some analysts characterized as an attempt to cash in on the retail-driven surge in its stock.\"There's a retail fanaticism with this stock right now,\" said MKM Partners analyst Eric Handler, who has a sell rating and a $1 price target on AMC stock. \"There's such a disconnect between what the stock's doing and what the fundamentals look like.\"On Twitter and WallStreetBets, some users exhorted one another to hold on to their shares of AMC while others cheered on the rally.\"$amc let’s go again to $100 and beyond,\" wrote Twitter user @Rodolf30592158.AMC was the most heavily traded name in options on Wednesday, with 4.6 million contracts traded. About $39 billion worth of AMC shares was traded on Wednesday, by far the most of any stock on Wall Street, per Refinitiv data.The company has been among the biggest gainers from a deluge of interest in so-called meme stocks.\"The (retail trading) party could go on as long as investors could continue co-acting,\" said Ipek Ozkardeskaya, senior analyst at Swissquote. \"The problem is, the higher the price goes, the higher is the temptation to take profit and walk away.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173509924,"gmtCreate":1626666513368,"gmtModify":1631892365813,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173509924","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120467100,"gmtCreate":1624333120200,"gmtModify":1631892365841,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120467100","repostId":"2145703861","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162182821,"gmtCreate":1624042592163,"gmtModify":1631889075790,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Haiz","listText":"<a href=\"https://laohu8.com/S/ONTX\">$Onconova Therapeutics(ONTX)$</a>Haiz","text":"$Onconova Therapeutics(ONTX)$Haiz","images":[{"img":"https://static.tigerbbs.com/d5bb4f2f3e32df5306f39c118aae0318","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162182821","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":608060923,"gmtCreate":1638582190215,"gmtModify":1638588031317,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Haizzzz","listText":"Haizzzz","text":"Haizzzz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608060923","repostId":"1177965649","repostType":2,"repost":{"id":"1177965649","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638575220,"share":"https://www.laohu8.com/m/news/1177965649?lang=&edition=full","pubTime":"2021-12-04 07:47","market":"fut","language":"zh","title":"昨夜今晨：血崩！美股市场巨震，中概股再遭重击","url":"https://stock-news.laohu8.com/highlight/detail?id=1177965649","media":"老虎资讯综合","summary":"摘要：非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，滴滴跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调>>>\n\n收盘：非农数据远","content":"<blockquote>\n <b>摘要：</b>非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调&gt;&gt;&gt;\n</blockquote>\n<p><b>收盘：非农数据远逊预期 美股周五收跌</b></p>\n<p>美东时间周五，对奥密克戎变异毒株的担忧情绪仍然主导市场，加上11月非农数据远逊预期，三大指数集体收跌，科技股遭到普遍抛售，纳指盘中一度跌超2.5%。截至收盘，道琼斯指数跌0.17%，报34,580.08点；标普500指数跌0.84%，报4,538.43点；纳斯达克指数跌1.92%，报15,085.50点。</p>\n<p><b>热门中概股普遍下挫，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%</b></p>\n<p>热门中概股集体大跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌8.23%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7.71%，微博跌6.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌8.16%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌7.15%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌7.77%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌9.22%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌6.90%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌11.94%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌15.74%，滴滴跌22.18%。</p>\n<p><b>本周美国WTI原油下跌2.8% 连续第六周录得跌幅</b></p>\n<p>美国原油期货价格丧失了周五早盘的涨幅，最终逆转收跌。该期货连续第六周录得跌幅。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格下跌24美分，跌幅0.4%，收于每桶66.26美元，盘中最高曾达到69.22美元。根据FactSet的数据，按照最活跃合约计算，本周WTI原油期货价格下跌2.8%，为连续第六周录得跌幅。</p>\n<p><b>黄金期货价格周五收高1.2% 本周下跌0.1%</b></p>\n<p>黄金期货价格周五收高，保住了美国11月非农就业数据公布后所获大部分涨幅。但本周金价录得跌幅。纽约商品交易所交投最活跃的2月黄金期货价格上涨21.20美元，涨幅1.2%，收于每盎司1783.90美元。本周黄金期货价格下跌近0.1%。</p>\n<p><b>欧股主要指数下跌，德国DAX30指数收跌0.7%</b></p>\n<p>德国DAX30指数周五收跌0.71%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.14%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.70%，西班牙IBEX35指数跌0.76%，意大利富时MIB指数跌0.27%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2188264524\" target=\"_blank\"><b>美国11月非农报告耐人寻味 新增就业年内最低但失业率下降</b></a></p>\n<p>美国11月非农就业人数录得今年最小增幅，失业率超预期降至4.2%，虽然这些数据看起来喜忧参半，但仍可能推动美联储加快撤出疫情期间的货币刺激措施。美国劳工部周五公布的数据显示，11月非农就人数增长21万，此前两个月的数据都被向上调整。劳动力参与率微升至61.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2188520783\" target=\"_blank\"><b>IMF总裁预期全球经济增速将被下调 受omicron变种影响</b></a></p>\n<p>国际货币基金组织（IMF）总裁格奥尔基耶娃预计，随着omicron变异毒株的病例数量增加，该组织将削减对全球经济反弹的预期。“我们可能会下调10月份时对全球经济增长的一些预测，”格奥尔基耶娃周五在路透主办的会议上表示。她说，新的变异毒株“可能很快就会削弱信心”。</p>\n<p><a href=\"https://laohu8.com/NW/2188520361\" target=\"_blank\"><b>美国总统拜登正式签署短期支出法案 政府运营将持续到明年2月</b></a></p>\n<p>美国总统拜登当地时间12月3日正式签署了短期支出法案，避免了政府的停摆危机。然而，短期支出法案只能维持政府运营持续到2月18日，国会议员们依然需要在明年年初制定另一项拨款法案。</p>\n<p><a href=\"https://laohu8.com/NW/2188527747\" target=\"_blank\"><b>IMF喊话美联储：重视通胀风险 尽快加速taper</b></a></p>\n<p>国际货币基金组织（IMF）警告称，鉴于美国通胀风险上升，并且奥密克戎变异毒株造成了新的不确定性，美联储官员应加快收紧货币政策的步伐。IMF首席经济学家Gita Gopinath和货币与资本市场部门主管Tobias Adrian撰文称，新冠疫情的复苏以及奥密克戎变异毒株的蔓延大大增加了全球经济的不确定性。</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/MRK\">默沙东</a>将向加拿大提供至多100万疗程新冠药物</b></p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>周五表示，将向加拿大提供至多100万疗程的新冠口服药物molnupiravir。据悉，加拿大政府已确保将在2022年采购50万疗程的molnupiravir，剩下50万疗程正等待加拿大卫生部的批准。</p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司将再度面临被俄罗斯一法院罚款</b></p>\n<p>据媒体报道，俄罗斯首都莫斯科塔甘斯基第422号地方法院将于12月24日举行听证会，审理由俄联邦电信、信息技术和大众传媒监督局提交的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司（原脸书公司）行政犯罪的记录。上述公司没有按照规定删除被俄罗斯官方禁止传播的信息和内容，或将面临最高达其年收入总额十分之一的罚款。</p>\n<p><b>福特目标在两年内成为全球第二大电动车销售商</b></p>\n<p>当地时间周五，<a href=\"https://laohu8.com/S/F\">福特汽车</a>首席运营官Lisa Drake表示，福特预计将在两年内成为全球第二大电动汽车销售商，年产量接近60万辆，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据分析师预估，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有望在2021年销售89万辆汽车。</p>\n<p><b>传<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>考虑将新疫苗部门上市</b></p>\n<p>据媒体援引消息人士称，<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>可能将其新成立的疫苗部门上市，以提高投资者的回报。知情人士透露，关于新疫苗部门上市的设想，阿斯利康仍处在早期阶段，公司高层已与顾问讨论了一系列可能性。</p>\n<p><b>推特调整高管团队</b></p>\n<p>据媒体周五报道，推特公司在一份监管文件中表示，负责推特设计和研究的Dantley Davis和工程主管Michael Montano将离开公司。推特表示，这些举措旨在提高问责、速度和运营效率。本周早些时候，推特联合创始人Jack Dorsey宣布辞去CEO一职。</p>\n<p><a href=\"https://laohu8.com/NW/2188200520\" target=\"_blank\"><b>加拿大鹅遭炮轰 股价创2020年3月以来最大周跌幅</b></a></p>\n<p><a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>股价本周一度下跌21%，创下2020年3月以来的最差单周表现。近日，加拿大鹅品牌“不得退换”的“霸王条款”引发舆论热议。数据显示，该公司财年第二季度约25%的收入来自亚洲。</p>\n<p><a href=\"https://laohu8.com/NW/2188224515\" target=\"_blank\"><b>BioNTech首席执行官：公司有能力迅速推出针对Omicron的疫苗</b></a></p>\n<p>BioNTech首席执行官Ugur Sahin接受采访时表示，在奥密克戎变异病毒出现后，公司有能力迅速调整其新冠病毒疫苗以针对新变异体。Sahin表示：“我原则上相信，在某个特定的时间点，我们将需要一种专门针对这类变异病毒的新疫苗，但问题是需求是否像去年那样非常迫切。”</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\" 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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：血崩！美股市场巨震，中概股再遭重击\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-04 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调&gt;&gt;&gt;\n</blockquote>\n<p><b>收盘：非农数据远逊预期 美股周五收跌</b></p>\n<p>美东时间周五，对奥密克戎变异毒株的担忧情绪仍然主导市场，加上11月非农数据远逊预期，三大指数集体收跌，科技股遭到普遍抛售，纳指盘中一度跌超2.5%。截至收盘，道琼斯指数跌0.17%，报34,580.08点；标普500指数跌0.84%，报4,538.43点；纳斯达克指数跌1.92%，报15,085.50点。</p>\n<p><b>热门中概股普遍下挫，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾22%</b></p>\n<p>热门中概股集体大跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌8.23%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌7.71%，微博跌6.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌8.16%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌7.15%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌7.77%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌9.22%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌6.90%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌11.94%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌15.74%，滴滴跌22.18%。</p>\n<p><b>本周美国WTI原油下跌2.8% 连续第六周录得跌幅</b></p>\n<p>美国原油期货价格丧失了周五早盘的涨幅，最终逆转收跌。该期货连续第六周录得跌幅。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格下跌24美分，跌幅0.4%，收于每桶66.26美元，盘中最高曾达到69.22美元。根据FactSet的数据，按照最活跃合约计算，本周WTI原油期货价格下跌2.8%，为连续第六周录得跌幅。</p>\n<p><b>黄金期货价格周五收高1.2% 本周下跌0.1%</b></p>\n<p>黄金期货价格周五收高，保住了美国11月非农就业数据公布后所获大部分涨幅。但本周金价录得跌幅。纽约商品交易所交投最活跃的2月黄金期货价格上涨21.20美元，涨幅1.2%，收于每盎司1783.90美元。本周黄金期货价格下跌近0.1%。</p>\n<p><b>欧股主要指数下跌，德国DAX30指数收跌0.7%</b></p>\n<p>德国DAX30指数周五收跌0.71%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.14%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.70%，西班牙IBEX35指数跌0.76%，意大利富时MIB指数跌0.27%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2188264524\" target=\"_blank\"><b>美国11月非农报告耐人寻味 新增就业年内最低但失业率下降</b></a></p>\n<p>美国11月非农就业人数录得今年最小增幅，失业率超预期降至4.2%，虽然这些数据看起来喜忧参半，但仍可能推动美联储加快撤出疫情期间的货币刺激措施。美国劳工部周五公布的数据显示，11月非农就人数增长21万，此前两个月的数据都被向上调整。劳动力参与率微升至61.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2188520783\" target=\"_blank\"><b>IMF总裁预期全球经济增速将被下调 受omicron变种影响</b></a></p>\n<p>国际货币基金组织（IMF）总裁格奥尔基耶娃预计，随着omicron变异毒株的病例数量增加，该组织将削减对全球经济反弹的预期。“我们可能会下调10月份时对全球经济增长的一些预测，”格奥尔基耶娃周五在路透主办的会议上表示。她说，新的变异毒株“可能很快就会削弱信心”。</p>\n<p><a href=\"https://laohu8.com/NW/2188520361\" target=\"_blank\"><b>美国总统拜登正式签署短期支出法案 政府运营将持续到明年2月</b></a></p>\n<p>美国总统拜登当地时间12月3日正式签署了短期支出法案，避免了政府的停摆危机。然而，短期支出法案只能维持政府运营持续到2月18日，国会议员们依然需要在明年年初制定另一项拨款法案。</p>\n<p><a href=\"https://laohu8.com/NW/2188527747\" target=\"_blank\"><b>IMF喊话美联储：重视通胀风险 尽快加速taper</b></a></p>\n<p>国际货币基金组织（IMF）警告称，鉴于美国通胀风险上升，并且奥密克戎变异毒株造成了新的不确定性，美联储官员应加快收紧货币政策的步伐。IMF首席经济学家Gita Gopinath和货币与资本市场部门主管Tobias Adrian撰文称，新冠疫情的复苏以及奥密克戎变异毒株的蔓延大大增加了全球经济的不确定性。</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/MRK\">默沙东</a>将向加拿大提供至多100万疗程新冠药物</b></p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>周五表示，将向加拿大提供至多100万疗程的新冠口服药物molnupiravir。据悉，加拿大政府已确保将在2022年采购50万疗程的molnupiravir，剩下50万疗程正等待加拿大卫生部的批准。</p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司将再度面临被俄罗斯一法院罚款</b></p>\n<p>据媒体报道，俄罗斯首都莫斯科塔甘斯基第422号地方法院将于12月24日举行听证会，审理由俄联邦电信、信息技术和大众传媒监督局提交的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和梅塔公司（原脸书公司）行政犯罪的记录。上述公司没有按照规定删除被俄罗斯官方禁止传播的信息和内容，或将面临最高达其年收入总额十分之一的罚款。</p>\n<p><b>福特目标在两年内成为全球第二大电动车销售商</b></p>\n<p>当地时间周五，<a href=\"https://laohu8.com/S/F\">福特汽车</a>首席运营官Lisa Drake表示，福特预计将在两年内成为全球第二大电动汽车销售商，年产量接近60万辆，仅次于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。据分析师预估，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有望在2021年销售89万辆汽车。</p>\n<p><b>传<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>考虑将新疫苗部门上市</b></p>\n<p>据媒体援引消息人士称，<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>可能将其新成立的疫苗部门上市，以提高投资者的回报。知情人士透露，关于新疫苗部门上市的设想，阿斯利康仍处在早期阶段，公司高层已与顾问讨论了一系列可能性。</p>\n<p><b>推特调整高管团队</b></p>\n<p>据媒体周五报道，推特公司在一份监管文件中表示，负责推特设计和研究的Dantley Davis和工程主管Michael Montano将离开公司。推特表示，这些举措旨在提高问责、速度和运营效率。本周早些时候，推特联合创始人Jack Dorsey宣布辞去CEO一职。</p>\n<p><a href=\"https://laohu8.com/NW/2188200520\" target=\"_blank\"><b>加拿大鹅遭炮轰 股价创2020年3月以来最大周跌幅</b></a></p>\n<p><a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>股价本周一度下跌21%，创下2020年3月以来的最差单周表现。近日，加拿大鹅品牌“不得退换”的“霸王条款”引发舆论热议。数据显示，该公司财年第二季度约25%的收入来自亚洲。</p>\n<p><a href=\"https://laohu8.com/NW/2188224515\" target=\"_blank\"><b>BioNTech首席执行官：公司有能力迅速推出针对Omicron的疫苗</b></a></p>\n<p>BioNTech首席执行官Ugur Sahin接受采访时表示，在奥密克戎变异病毒出现后，公司有能力迅速调整其新冠病毒疫苗以针对新变异体。Sahin表示：“我原则上相信，在某个特定的时间点，我们将需要一种专门针对这类变异病毒的新疫苗，但问题是需求是否像去年那样非常迫切。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177965649","content_text":"摘要：非农数据引发市场巨震，纳指大跌近2%；热门中概股集体大跌，滴滴跌逾22%；美国总统拜登正式签署短期支出法案，政府运营将持续到明年2月；IMF总裁预期全球经济增速将被下调>>>\n\n收盘：非农数据远逊预期 美股周五收跌\n美东时间周五，对奥密克戎变异毒株的担忧情绪仍然主导市场，加上11月非农数据远逊预期，三大指数集体收跌，科技股遭到普遍抛售，纳指盘中一度跌超2.5%。截至收盘，道琼斯指数跌0.17%，报34,580.08点；标普500指数跌0.84%，报4,538.43点；纳斯达克指数跌1.92%，报15,085.50点。\n热门中概股普遍下挫，滴滴跌逾22%\n热门中概股集体大跌，阿里巴巴跌8.23%，京东跌7.71%，微博跌6.34%，拼多多跌8.16%，哔哩哔哩跌7.15%，百度跌7.77%，新东方跌9.22%，网易跌6.90%，腾讯音乐跌11.94%，爱奇艺跌15.74%，滴滴跌22.18%。\n本周美国WTI原油下跌2.8% 连续第六周录得跌幅\n美国原油期货价格丧失了周五早盘的涨幅，最终逆转收跌。该期货连续第六周录得跌幅。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格下跌24美分，跌幅0.4%，收于每桶66.26美元，盘中最高曾达到69.22美元。根据FactSet的数据，按照最活跃合约计算，本周WTI原油期货价格下跌2.8%，为连续第六周录得跌幅。\n黄金期货价格周五收高1.2% 本周下跌0.1%\n黄金期货价格周五收高，保住了美国11月非农就业数据公布后所获大部分涨幅。但本周金价录得跌幅。纽约商品交易所交投最活跃的2月黄金期货价格上涨21.20美元，涨幅1.2%，收于每盎司1783.90美元。本周黄金期货价格下跌近0.1%。\n欧股主要指数下跌，德国DAX30指数收跌0.7%\n德国DAX30指数周五收跌0.71%，英国富时100指数跌0.14%，法国CAC40指数跌0.44%，欧洲斯托克50指数跌0.70%，西班牙IBEX35指数跌0.76%，意大利富时MIB指数跌0.27%。\n国际宏观\n美国11月非农报告耐人寻味 新增就业年内最低但失业率下降\n美国11月非农就业人数录得今年最小增幅，失业率超预期降至4.2%，虽然这些数据看起来喜忧参半，但仍可能推动美联储加快撤出疫情期间的货币刺激措施。美国劳工部周五公布的数据显示，11月非农就人数增长21万，此前两个月的数据都被向上调整。劳动力参与率微升至61.8%。\nIMF总裁预期全球经济增速将被下调 受omicron变种影响\n国际货币基金组织（IMF）总裁格奥尔基耶娃预计，随着omicron变异毒株的病例数量增加，该组织将削减对全球经济反弹的预期。“我们可能会下调10月份时对全球经济增长的一些预测，”格奥尔基耶娃周五在路透主办的会议上表示。她说，新的变异毒株“可能很快就会削弱信心”。\n美国总统拜登正式签署短期支出法案 政府运营将持续到明年2月\n美国总统拜登当地时间12月3日正式签署了短期支出法案，避免了政府的停摆危机。然而，短期支出法案只能维持政府运营持续到2月18日，国会议员们依然需要在明年年初制定另一项拨款法案。\nIMF喊话美联储：重视通胀风险 尽快加速taper\n国际货币基金组织（IMF）警告称，鉴于美国通胀风险上升，并且奥密克戎变异毒株造成了新的不确定性，美联储官员应加快收紧货币政策的步伐。IMF首席经济学家Gita Gopinath和货币与资本市场部门主管Tobias Adrian撰文称，新冠疫情的复苏以及奥密克戎变异毒株的蔓延大大增加了全球经济的不确定性。\n公司新闻\n默沙东将向加拿大提供至多100万疗程新冠药物\n默沙东周五表示，将向加拿大提供至多100万疗程的新冠口服药物molnupiravir。据悉，加拿大政府已确保将在2022年采购50万疗程的molnupiravir，剩下50万疗程正等待加拿大卫生部的批准。\n谷歌和梅塔公司将再度面临被俄罗斯一法院罚款\n据媒体报道，俄罗斯首都莫斯科塔甘斯基第422号地方法院将于12月24日举行听证会，审理由俄联邦电信、信息技术和大众传媒监督局提交的谷歌和梅塔公司（原脸书公司）行政犯罪的记录。上述公司没有按照规定删除被俄罗斯官方禁止传播的信息和内容，或将面临最高达其年收入总额十分之一的罚款。\n福特目标在两年内成为全球第二大电动车销售商\n当地时间周五，福特汽车首席运营官Lisa Drake表示，福特预计将在两年内成为全球第二大电动汽车销售商，年产量接近60万辆，仅次于特斯拉。据分析师预估，特斯拉有望在2021年销售89万辆汽车。\n传阿斯利康考虑将新疫苗部门上市\n据媒体援引消息人士称，阿斯利康可能将其新成立的疫苗部门上市，以提高投资者的回报。知情人士透露，关于新疫苗部门上市的设想，阿斯利康仍处在早期阶段，公司高层已与顾问讨论了一系列可能性。\n推特调整高管团队\n据媒体周五报道，推特公司在一份监管文件中表示，负责推特设计和研究的Dantley Davis和工程主管Michael Montano将离开公司。推特表示，这些举措旨在提高问责、速度和运营效率。本周早些时候，推特联合创始人Jack Dorsey宣布辞去CEO一职。\n加拿大鹅遭炮轰 股价创2020年3月以来最大周跌幅\n加拿大鹅股价本周一度下跌21%，创下2020年3月以来的最差单周表现。近日，加拿大鹅品牌“不得退换”的“霸王条款”引发舆论热议。数据显示，该公司财年第二季度约25%的收入来自亚洲。\nBioNTech首席执行官：公司有能力迅速推出针对Omicron的疫苗\nBioNTech首席执行官Ugur Sahin接受采访时表示，在奥密克戎变异病毒出现后，公司有能力迅速调整其新冠病毒疫苗以针对新变异体。Sahin表示：“我原则上相信，在某个特定的时间点，我们将需要一种专门针对这类变异病毒的新疫苗，但问题是需求是否像去年那样非常迫切。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879450228,"gmtCreate":1636766236457,"gmtModify":1636766236457,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879450228","repostId":"1155546620","repostType":2,"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164907258,"gmtCreate":1624164013874,"gmtModify":1631892365863,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164907258","repostId":"1138062216","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169310949,"gmtCreate":1623816665781,"gmtModify":1631892365876,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169310949","repostId":"1146386859","repostType":2,"repost":{"id":"1146386859","kind":"news","pubTimestamp":1623417074,"share":"https://www.laohu8.com/m/news/1146386859?lang=&edition=full","pubTime":"2021-06-11 21:11","market":"us","language":"en","title":"NIO: Buy This Chinese EV Manufacturer While It's Still Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1146386859","media":"seekingalpha","summary":"NIO is a dominant EV manufacturer in the electric SUV segment in China.Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly spec","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is a dominant EV manufacturer in the electric SUV segment in China.</li>\n <li>Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.</li>\n <li>As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.</li>\n</ul>\n<p>NIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.</p>\n<p><b>Dominating the Chinese Market</b></p>\n<p>Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.</p>\n<p>In recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&amp;P 500 Index.</p>\n<p><img src=\"https://static.tigerbbs.com/23b2ed509a529a876c423f3e9426be3f\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Chart: Seeking Alpha</i></p>\n<p>Despite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.</p>\n<p>One of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.</p>\n<p>On top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.</p>\n<p><img src=\"https://static.tigerbbs.com/71905e5a90565b6a7e8864b3f6b0c226\" tg-width=\"883\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha</i></p>\n<p>At this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.</p>\n<p>All of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.</p>\n<p>Another uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.</p>\n<p>Going forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.</p>\n<p>Considering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.</p>","source":"seekingalpha","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>NIO: Buy This Chinese EV Manufacturer While It's Still Cheap</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\">\nNIO: Buy This Chinese EV Manufacturer While It's Still Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146386859","content_text":"Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.\nAs the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.\n\nNIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.\nDominating the Chinese Market\nFounded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.\nIn recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&P 500 Index.\n\nChart: Seeking Alpha\nDespite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.\nOne of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.\nOn top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.\n\nSource: Seeking Alpha\nAt this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.\nAll of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.\nAnother uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.\nGoing forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.\nConsidering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191971941,"gmtCreate":1620838299283,"gmtModify":1634195931017,"author":{"id":"3581849321664780","authorId":"3581849321664780","name":"Kenkiro","avatar":"https://static.tigerbbs.com/f25f31271a9c2b2578d5cea802b9c8a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581849321664780","authorIdStr":"3581849321664780"},"themes":[],"htmlText":"Yes agree with that","listText":"Yes agree with that","text":"Yes agree with that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191971941","repostId":"1190538975","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}