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2021-09-30

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2021-09-03

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2021-11-03

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2021-09-06

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2021-09-01

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2021-08-18

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Toplines Before US Market Opens Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>

2021-11-07

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2021-11-01

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What's the best month for stocks? Hint: the next four weeks<blockquote>股票最好的月份是哪个月？提示：接下来的四周</blockquote>

2021-10-05

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2021-11-28

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2021-09-04

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2021-08-30

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2021-11-29

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Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>

2021-11-22

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2021-11-04

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2021-10-24

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Intel: Good Value Or Value Trap?<blockquote>英特尔：良好的价值还是价值陷阱？</blockquote>

2021-09-15

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2021-09-12

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2021-09-11

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2021-09-02

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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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 19:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.</p><p><blockquote>工业巨头3M公司（MMM.N）将剥离其食品安全业务，并将其与Neogen Corp（NEOG）合并。食品测试和动物保健专家周二表示，这笔交易价值53亿美元，包括新债务。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M"},"source_url":"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110120887","content_text":"Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.","news_type":1,"symbols_score_info":{"MMM":0.9}},"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604830655,"gmtCreate":1639366638899,"gmtModify":1639366639203,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604830655","repostId":"1137818413","repostType":4,"repost":{"id":"1137818413","kind":"news","pubTimestamp":1639364203,"share":"https://www.laohu8.com/m/news/1137818413?lang=zh_CN&edition=full","pubTime":"2021-12-13 10:56","market":"us","language":"en","title":"Amazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137818413","media":"TheStreet","summary":"Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the","content":"<p>Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the Omicron variant rattling the stock market, investors are wondering if Amazon can pull it off again.</p><p><blockquote>亚马逊不仅在第一轮新冠疫情封锁中幸存下来，还因此而蓬勃发展。随着奥密克戎变种扰乱股市，投资者想知道亚马逊是否能再次成功。</blockquote></p><p> Although 2020 was a curse for brick-and-mortar businesses, it was a blessing for e-commerce. And among the most blessed of all was&nbsp;<b>Amazon</b>(<b>AMZN</b>).</p><p><blockquote>虽然2020年对实体企业来说是一个诅咒，但对电子商务来说却是一个祝福。其中最幸运的是<b>亚马逊</b>(<b>AMZN</b>).</blockquote></p><p> With billions of people around the globe stuck at home due to government-mandated lockdowns, it’s no surprise that Amazon’s sales skyrocketed last year.</p><p><blockquote>由于政府强制封锁，全球数十亿人被困在家中，亚马逊去年的销售额飙升也就不足为奇了。</blockquote></p><p> And it should also come as no surprise that, once lockdown restrictions eased in 2021, the Seattle-based behemoth saw its revenue growth start to slow.</p><p><blockquote>毫不奇怪，一旦2021年封锁限制放松，这家总部位于西雅图的巨头的收入增长就开始放缓。</blockquote></p><p> That was especially the case in the third quarter, when Amazon’s revenue missed both top- and bottom-line expectations.</p><p><blockquote>第三季度的情况尤其如此，当时亚马逊的营收均未达到营收和利润预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b26230534e7279e5f9c21077e59cf721\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon Go store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的亚马逊Go商店。</span></p></blockquote></p><p> But now the Omicron variant has the world worried again. Currently, we don’t know just how dangerous this fast-spreading strain of COVID is. But the growing number of cases has people wondering if more lockdown mandates are in the works.</p><p><blockquote>但现在奥密克戎变种再次让世界感到担忧。目前，我们不知道这种快速传播的COVID菌株有多危险。但是越来越多的病例让人们想知道是否有更多的封锁命令正在进行中。</blockquote></p><p> If the world were to shut down again, would Amazon’s revenue repeat last year’s performance? Let’s take a look at what might be in store for AMZN stock.</p><p><blockquote>如果世界再次停摆，亚马逊的营收会重演去年的表现吗？让我们看看亚马逊股票可能会发生什么。</blockquote></p><p> <b>Would another lockdown hurt Amazon?</b></p><p><blockquote><b>再次封锁会伤害亚马逊吗？</b></blockquote></p><p> Analysts agree: If the Omicron variant causes another lockdown, it’s likely we’ll see another increase in e-commerce sales.</p><p><blockquote>分析师一致认为：如果奥密克戎变种导致再次封锁，我们很可能会看到电子商务销售额再次增长。</blockquote></p><p> But this time, traditionally brick-and-mortar retailers have “wised up” and improved their own e-commerce efforts. Will this increase in competition sink Amazon’s profits?</p><p><blockquote>但这一次，传统的实体零售商已经“变得聪明起来”，改善了自己的电子商务努力。这种竞争的加剧会降低亚马逊的利润吗？</blockquote></p><p> At this point, Amazon is so huge that even an iceberg of rivals would hardly make a dent.</p><p><blockquote>在这一点上，亚马逊是如此庞大，即使是冰山般的竞争对手也很难产生影响。</blockquote></p><p> Other retailers have been suffering from supply-chain constraints and labor-related pressures. But Amazon has the advantages of scale. The company has also been investing in improvements to its supply-chain infrastructure to keep products on warehouse shelves.</p><p><blockquote>其他零售商一直受到供应链限制和劳动力相关压力的困扰。但亚马逊拥有规模优势。该公司还一直在投资改善其供应链基础设施，以将产品保留在仓库货架上。</blockquote></p><p> As for labor, the company has always had a high turnover rate around 150%. Amazon has had plenty of practice of finding new workers.</p><p><blockquote>劳动力方面，公司一直有150%左右的高流失率。亚马逊在寻找新员工方面有很多实践。</blockquote></p><p> In fact, given the company’s many advantages, it’s possible that investors could use Amazon’s stock as a hedge against another lockdown.</p><p><blockquote>事实上，鉴于该公司的诸多优势，投资者有可能利用亚马逊的股票来对冲另一次封锁。</blockquote></p><p> <b>Amazon is Cramer’s No. 1 pick</b></p><p><blockquote><b>亚马逊是克莱默的第一选择</b></blockquote></p><p> <i>Mad Money</i>&nbsp;host Jim Cramer&nbsp;recently announced&nbsp;that Amazon is his No. 1 stock pick if the Omicron variant causes either another round of lockdowns or a slowdown in the economy.</p><p><blockquote><i>疯狂的钱</i>主持人吉姆·克莱默(Jim Cramer)最近宣布，如果奥密克戎变种导致另一轮封锁或经济放缓，亚马逊将是他的首选股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c69a86e9a1e2e2f2ec78ad5128d0907\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 2: Mad Money's host Jim Cramer.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：《疯狂金钱》的主持人吉姆·克莱默。</span></p></blockquote></p><p> He argued that – in addition to Amazon’s e-commerce business – its Amazon Web Services (AWS) segment sets it apart from the rest.</p><p><blockquote>他认为，除了亚马逊的电子商务业务之外，其亚马逊网络服务（AWS）部门也使其与众不同。</blockquote></p><p> According to Cramer, no matter what happens with the Omicron variant or the economy, businesses will still migrate to cloud computing. And so far, AWS is the market leader by a wide margin.</p><p><blockquote>克莱默表示，无论奥密克戎变体或经济发生什么变化，企业仍将迁移到云计算。到目前为止，AWS遥遥领先于市场。</blockquote></p><p>   “[Amazon] is a company that does well when people are scared to go to the mall. And it does well as more companies embrace the cloud, because Amazon Web Services is indeed the dominant player in cloud infrastructure,” he noted.  In addition, he noted that, when the going gets tough, Amazon can always get away with raising its prices.</p><p><blockquote>“当人们害怕去商场时，[亚马逊]是一家做得很好的公司。随着越来越多的公司拥抱云，它也做得很好，因为亚马逊网络服务确实是云基础设施的主导者，”他指出。此外，他指出，当情况变得艰难时，亚马逊总能通过提高价格而逃脱惩罚。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> Although we don’t know for certain what effects the Omicron strain will ultimately have on the global economy, it has already caused some extra volatility in the markets.</p><p><blockquote>尽管我们不确定奥密克戎压力最终会对全球经济产生什么影响，但它已经在市场上造成了一些额外的波动。</blockquote></p><p> For investors, Amazon’s stock might work well as a hedge against another lockdown. After all, its business segments – including e-commerce and cloud computing – have already benefited from such a scenario. Why not do it again?</p><p><blockquote>对于投资者来说，亚马逊的股票可能可以很好地对冲另一次封锁。毕竟，其业务部门——包括电子商务和云计算——已经从这种情况中受益。为什么不再来一次呢？</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock vs. the Omicron Variant – What You Need to Know<blockquote>亚马逊股票与奥密克戎变体——您需要了解的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-13 10:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the Omicron variant rattling the stock market, investors are wondering if Amazon can pull it off again.</p><p><blockquote>亚马逊不仅在第一轮新冠疫情封锁中幸存下来，还因此而蓬勃发展。随着奥密克戎变种扰乱股市，投资者想知道亚马逊是否能再次成功。</blockquote></p><p> Although 2020 was a curse for brick-and-mortar businesses, it was a blessing for e-commerce. And among the most blessed of all was&nbsp;<b>Amazon</b>(<b>AMZN</b>).</p><p><blockquote>虽然2020年对实体企业来说是一个诅咒，但对电子商务来说却是一个祝福。其中最幸运的是<b>亚马逊</b>(<b>AMZN</b>).</blockquote></p><p> With billions of people around the globe stuck at home due to government-mandated lockdowns, it’s no surprise that Amazon’s sales skyrocketed last year.</p><p><blockquote>由于政府强制封锁，全球数十亿人被困在家中，亚马逊去年的销售额飙升也就不足为奇了。</blockquote></p><p> And it should also come as no surprise that, once lockdown restrictions eased in 2021, the Seattle-based behemoth saw its revenue growth start to slow.</p><p><blockquote>毫不奇怪，一旦2021年封锁限制放松，这家总部位于西雅图的巨头的收入增长就开始放缓。</blockquote></p><p> That was especially the case in the third quarter, when Amazon’s revenue missed both top- and bottom-line expectations.</p><p><blockquote>第三季度的情况尤其如此，当时亚马逊的营收均未达到营收和利润预期。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b26230534e7279e5f9c21077e59cf721\" tg-width=\"1240\" tg-height=\"930\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon Go store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的亚马逊Go商店。</span></p></blockquote></p><p> But now the Omicron variant has the world worried again. Currently, we don’t know just how dangerous this fast-spreading strain of COVID is. But the growing number of cases has people wondering if more lockdown mandates are in the works.</p><p><blockquote>但现在奥密克戎变种再次让世界感到担忧。目前，我们不知道这种快速传播的COVID菌株有多危险。但是越来越多的病例让人们想知道是否有更多的封锁命令正在进行中。</blockquote></p><p> If the world were to shut down again, would Amazon’s revenue repeat last year’s performance? Let’s take a look at what might be in store for AMZN stock.</p><p><blockquote>如果世界再次停摆，亚马逊的营收会重演去年的表现吗？让我们看看亚马逊股票可能会发生什么。</blockquote></p><p> <b>Would another lockdown hurt Amazon?</b></p><p><blockquote><b>再次封锁会伤害亚马逊吗？</b></blockquote></p><p> Analysts agree: If the Omicron variant causes another lockdown, it’s likely we’ll see another increase in e-commerce sales.</p><p><blockquote>分析师一致认为：如果奥密克戎变种导致再次封锁，我们很可能会看到电子商务销售额再次增长。</blockquote></p><p> But this time, traditionally brick-and-mortar retailers have “wised up” and improved their own e-commerce efforts. Will this increase in competition sink Amazon’s profits?</p><p><blockquote>但这一次，传统的实体零售商已经“变得聪明起来”，改善了自己的电子商务努力。这种竞争的加剧会降低亚马逊的利润吗？</blockquote></p><p> At this point, Amazon is so huge that even an iceberg of rivals would hardly make a dent.</p><p><blockquote>在这一点上，亚马逊是如此庞大，即使是冰山般的竞争对手也很难产生影响。</blockquote></p><p> Other retailers have been suffering from supply-chain constraints and labor-related pressures. But Amazon has the advantages of scale. The company has also been investing in improvements to its supply-chain infrastructure to keep products on warehouse shelves.</p><p><blockquote>其他零售商一直受到供应链限制和劳动力相关压力的困扰。但亚马逊拥有规模优势。该公司还一直在投资改善其供应链基础设施，以将产品保留在仓库货架上。</blockquote></p><p> As for labor, the company has always had a high turnover rate around 150%. Amazon has had plenty of practice of finding new workers.</p><p><blockquote>劳动力方面，公司一直有150%左右的高流失率。亚马逊在寻找新员工方面有很多实践。</blockquote></p><p> In fact, given the company’s many advantages, it’s possible that investors could use Amazon’s stock as a hedge against another lockdown.</p><p><blockquote>事实上，鉴于该公司的诸多优势，投资者有可能利用亚马逊的股票来对冲另一次封锁。</blockquote></p><p> <b>Amazon is Cramer’s No. 1 pick</b></p><p><blockquote><b>亚马逊是克莱默的第一选择</b></blockquote></p><p> <i>Mad Money</i>&nbsp;host Jim Cramer&nbsp;recently announced&nbsp;that Amazon is his No. 1 stock pick if the Omicron variant causes either another round of lockdowns or a slowdown in the economy.</p><p><blockquote><i>疯狂的钱</i>主持人吉姆·克莱默(Jim Cramer)最近宣布，如果奥密克戎变种导致另一轮封锁或经济放缓，亚马逊将是他的首选股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c69a86e9a1e2e2f2ec78ad5128d0907\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 2: Mad Money's host Jim Cramer.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：《疯狂金钱》的主持人吉姆·克莱默。</span></p></blockquote></p><p> He argued that – in addition to Amazon’s e-commerce business – its Amazon Web Services (AWS) segment sets it apart from the rest.</p><p><blockquote>他认为，除了亚马逊的电子商务业务之外，其亚马逊网络服务（AWS）部门也使其与众不同。</blockquote></p><p> According to Cramer, no matter what happens with the Omicron variant or the economy, businesses will still migrate to cloud computing. And so far, AWS is the market leader by a wide margin.</p><p><blockquote>克莱默表示，无论奥密克戎变体或经济发生什么变化，企业仍将迁移到云计算。到目前为止，AWS遥遥领先于市场。</blockquote></p><p>   “[Amazon] is a company that does well when people are scared to go to the mall. And it does well as more companies embrace the cloud, because Amazon Web Services is indeed the dominant player in cloud infrastructure,” he noted.  In addition, he noted that, when the going gets tough, Amazon can always get away with raising its prices.</p><p><blockquote>“当人们害怕去商场时，[亚马逊]是一家做得很好的公司。随着越来越多的公司拥抱云，它也做得很好，因为亚马逊网络服务确实是云基础设施的主导者，”他指出。此外，他指出，当情况变得艰难时，亚马逊总能通过提高价格而逃脱惩罚。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> Although we don’t know for certain what effects the Omicron strain will ultimately have on the global economy, it has already caused some extra volatility in the markets.</p><p><blockquote>尽管我们不确定奥密克戎压力最终会对全球经济产生什么影响，但它已经在市场上造成了一些额外的波动。</blockquote></p><p> For investors, Amazon’s stock might work well as a hedge against another lockdown. After all, its business segments – including e-commerce and cloud computing – have already benefited from such a scenario. Why not do it again?</p><p><blockquote>对于投资者来说，亚马逊的股票可能可以很好地对冲另一次封锁。毕竟，其业务部门——包括电子商务和云计算——已经从这种情况中受益。为什么不再来一次呢？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-vs-the-omicron-variant-what-you-need-to-know\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-vs-the-omicron-variant-what-you-need-to-know","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137818413","content_text":"Amazon didn’t just survive the first round of Covid lockdowns – it thrived because of them. With the Omicron variant rattling the stock market, investors are wondering if Amazon can pull it off again.\nAlthough 2020 was a curse for brick-and-mortar businesses, it was a blessing for e-commerce. And among the most blessed of all was Amazon(AMZN).\nWith billions of people around the globe stuck at home due to government-mandated lockdowns, it’s no surprise that Amazon’s sales skyrocketed last year.\nAnd it should also come as no surprise that, once lockdown restrictions eased in 2021, the Seattle-based behemoth saw its revenue growth start to slow.\nThat was especially the case in the third quarter, when Amazon’s revenue missed both top- and bottom-line expectations.\nFigure 1: Amazon Go store in New York, NY.\nBut now the Omicron variant has the world worried again. Currently, we don’t know just how dangerous this fast-spreading strain of COVID is. But the growing number of cases has people wondering if more lockdown mandates are in the works.\nIf the world were to shut down again, would Amazon’s revenue repeat last year’s performance? Let’s take a look at what might be in store for AMZN stock.\nWould another lockdown hurt Amazon?\nAnalysts agree: If the Omicron variant causes another lockdown, it’s likely we’ll see another increase in e-commerce sales.\nBut this time, traditionally brick-and-mortar retailers have “wised up” and improved their own e-commerce efforts. Will this increase in competition sink Amazon’s profits?\nAt this point, Amazon is so huge that even an iceberg of rivals would hardly make a dent.\nOther retailers have been suffering from supply-chain constraints and labor-related pressures. But Amazon has the advantages of scale. The company has also been investing in improvements to its supply-chain infrastructure to keep products on warehouse shelves.\nAs for labor, the company has always had a high turnover rate around 150%. Amazon has had plenty of practice of finding new workers.\nIn fact, given the company’s many advantages, it’s possible that investors could use Amazon’s stock as a hedge against another lockdown.\nAmazon is Cramer’s No. 1 pick\nMad Money host Jim Cramer recently announced that Amazon is his No. 1 stock pick if the Omicron variant causes either another round of lockdowns or a slowdown in the economy.\nFigure 2: Mad Money's host Jim Cramer.\nHe argued that – in addition to Amazon’s e-commerce business – its Amazon Web Services (AWS) segment sets it apart from the rest.\nAccording to Cramer, no matter what happens with the Omicron variant or the economy, businesses will still migrate to cloud computing. And so far, AWS is the market leader by a wide margin.\n\n “[Amazon] is a company that does well when people are scared to go to the mall. And it does well as more companies embrace the cloud, because Amazon Web Services is indeed the dominant player in cloud infrastructure,” he noted.\n\nIn addition, he noted that, when the going gets tough, Amazon can always get away with raising its prices.\nOur take\nAlthough we don’t know for certain what effects the Omicron strain will ultimately have on the global economy, it has already caused some extra volatility in the markets.\nFor investors, Amazon’s stock might work well as a hedge against another lockdown. After all, its business segments – including e-commerce and cloud computing – have already benefited from such a scenario. Why not do it again?","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605596343,"gmtCreate":1639187445275,"gmtModify":1639187445530,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605596343","repostId":"2190673267","repostType":4,"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605134376,"gmtCreate":1639127509897,"gmtModify":1639127823038,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Vgg","listText":"Vgg","text":"Vgg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605134376","repostId":"1116553400","repostType":4,"isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606673970,"gmtCreate":1638878391460,"gmtModify":1638878391674,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606673970","repostId":"1102192068","repostType":4,"isVote":1,"tweetType":1,"viewCount":2762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608861237,"gmtCreate":1638683088038,"gmtModify":1638683088195,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608861237","repostId":"2188578706","repostType":4,"isVote":1,"tweetType":1,"viewCount":2824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601170693,"gmtCreate":1638502178933,"gmtModify":1638502179055,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601170693","repostId":"1108760971","repostType":4,"repost":{"id":"1108760971","kind":"news","pubTimestamp":1638499412,"share":"https://www.laohu8.com/m/news/1108760971?lang=zh_CN&edition=full","pubTime":"2021-12-03 10:43","market":"us","language":"en","title":"Grab SPAC Merger Alert: 8 Things to Know as GRAB Stock Falls 20% on Its Nasdaq Debut<blockquote>Grab SPAC合并警报：Grab股价在纳斯达克首次亮相时下跌20%，需要了解的8件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108760971","media":"InvestorPlace","summary":"Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairl","content":"<p><div> Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairly muted reaction from investors. The Singapore-based company first piqued investors’ attention with ...</p><p><blockquote><div>东南亚网约车和食品配送公司Grab（纳斯达克：GRAB）今天上市，投资者反应相当平静。这家总部位于新加坡的公司首先引起了投资者的关注……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Grab SPAC Merger Alert: 8 Things to Know as GRAB Stock Falls 20% on Its Nasdaq Debut<blockquote>Grab SPAC合并警报：Grab股价在纳斯达克首次亮相时下跌20%，需要了解的8件事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab SPAC Merger Alert: 8 Things to Know as GRAB Stock Falls 20% on Its Nasdaq Debut<blockquote>Grab SPAC合并警报：Grab股价在纳斯达克首次亮相时下跌20%，需要了解的8件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-03 10:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairly muted reaction from investors. The Singapore-based company first piqued investors’ attention with ...</p><p><blockquote><div>东南亚网约车和食品配送公司Grab（纳斯达克：GRAB）今天上市，投资者反应相当平静。这家总部位于新加坡的公司首先引起了投资者的关注……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://investorplace.com/2021/12/grab-spac-merger-alert-8-things-to-know-as-grab-stock-falls-20-on-its-nasdaq-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108760971","content_text":"Southeast Asia ride-hailing and food-delivery company Grab(NASDAQ:GRAB) went public today to a fairly muted reaction from investors. The Singapore-based company first piqued investors’ attention with its array of super apps across financial, delivery and transportation services. Despite opening at $12.40 this morning, GRAB stock has steadily declined, currently sitting at $8.75 at market close, more than 20% down on the day.\nGrab is one of many highly anticipated companies that have gone public via special purpose acquisition company (SPAC) mergers. Indeed, it’s been a packed field for SPAC mergers this season. More and more companies opt to go public via SPAC nowadays, as it has the potential to save tremendous amounts of time and money in their initial public offerings (IPOs). Not every company thrives off of it, however, as is evident this afternoon.\nGrab Chief Executive Anthony Tan commented onGRAB’s downtrend today. “The price makes no difference to me. I’m going to celebrate tonight and get back to work tomorrow,” Tan said.\nSo, what else should investors know about GRAB stock today?\n8 Things to Know as GRAB Stock Slides Today\n\nGRAB’s backdoor listing comes after an agreement with U.S. tech SPAC, Altimeter Growth Corp.\nThe deal saw GRAB raise $4.5 billion in funding, including $750 million from Altimeter.\nGrab is a high-growth contender. Some expect the Southeast Asia digital economy to double by 2025.\nThe company began as a Malaysia-based taxi app in 2012. Since then, it’s expanded into various other industries and mobile services.\nAdditionally, GRAB has support from some big players. Indeed, Toyota(NYSE:TM), Microsoft(NASDAQ:MSFT) and Uber(NYSE:UBER) each have a stake in the company.\nUnfortunately, Grab had less-than stellar revenue numbers to report this past quarter. Revenue was down 9% year-over-year, mostly attributed to Covid-19-related lockdowns across Southeast Asia, especially Vietnam.\nHowever, Grab is aiming for profitability by 2023. At that point, the burgeoning Southeast Asian internet economy is expected to have grown substantially.\nThe super apps are operational in more than 465 cities across eight countries and offer everything from food-delivery to investment services.","news_type":1,"symbols_score_info":{"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":4708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609392913,"gmtCreate":1638236931520,"gmtModify":1638237337163,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609392913","repostId":"1105270576","repostType":4,"repost":{"id":"1105270576","kind":"news","pubTimestamp":1638236121,"share":"https://www.laohu8.com/m/news/1105270576?lang=zh_CN&edition=full","pubTime":"2021-11-30 09:35","market":"us","language":"en","title":"Wall Street Dip Buyers Defy Omicron Inflation Risk at Their Own Peril<blockquote>华尔街下跌买家无视奥密克戎通胀风险，后果自负</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105270576","media":"Bloomberg","summary":"(Bloomberg) -- If there’s any lesson for Wall Street in the pandemic era, it’s this: Every selloff h","content":"<p>(Bloomberg) -- If there’s any lesson for Wall Street in the pandemic era, it’s this: Every selloff has proved a big opportunity to buy the dip in a world of activist central banks and limitless risk appetite.</p><p><blockquote>（彭博社）——如果说大流行时代的华尔街有什么教训的话，那就是：事实证明，在央行激进、风险偏好无限的世界里，每次抛售都是逢低买入的绝佳机会。</blockquote></p><p> Yet the Monday rally as the omicron variant spreads will test the resolve of investors who thought they’d seen it all in the Covid roller coaster.</p><p><blockquote>然而，随着奥密克戎变种的蔓延，周一的反弹将考验投资者的决心，他们认为自己已经在新冠疫情的过山车中看到了这一切。</blockquote></p><p> With fresh travel bans looming and transmission fears rife, the S&amp;P 500 rallied more than 1% at the open after the index’s worst drop in nine months Friday. Treasuries slumped, sending yields higher, while oil jumped.</p><p><blockquote>随着新的旅行禁令迫在眉睫，对传播的担忧盛行，标普500在周五出现九个月来最严重跌幅后，开盘上涨超过1%。美国国债下跌，导致收益率走高，而油价则上涨。</blockquote></p><p> To the likes of Goldman Sachs Group Inc. and UBS Wealth Management, it all makes sense -- they reckon bad virus news has some good news for markets as the variant assuages fears of monetary tightening. But strategists at Capital Economics and Mizuho International are among those urging caution as rising cases may worsen inflation, keeping policy makers on track to cut stimulus.</p><p><blockquote>对于高盛集团和瑞银财富管理公司等公司来说，这一切都是有道理的——他们认为坏病毒消息对市场来说是一些好消息，因为该变种缓解了对货币紧缩的担忧。但凯投宏观(Capital Economics)和瑞穗国际(Mizuho International)的策略师也敦促谨慎行事，因为病例增加可能会加剧通胀，从而使政策制定者有望削减刺激措施。</blockquote></p><p> “I know, I know, ‘U.S. equities only go up’ etc,” wrote Peter Chatwell, head of multi-asset strategy at Mizuho. “Monetary tightening is a structural downside risk to equities, and it may coincide with weaker growth in Q1.”</p><p><blockquote>瑞穗多资产策略主管彼得·查特韦尔写道：“我知道，我知道，‘美国股市只会上涨’等等。”“货币紧缩是股市的结构性下行风险，可能与第一季度增长疲软同时发生。”</blockquote></p><p> While mild omicron symptoms and news of rapid vaccine reformulations are offering some relief Monday, European policy makers were already tightening rules to fight another wave of infections even before the mutation was discovered in southern Africa late last week.</p><p><blockquote>虽然轻微的奥密克戎症状和快速重新配制疫苗的消息周一提供了一些缓解，但甚至在上周晚些时候在南部非洲发现这种突变之前，欧洲政策制定者就已经在收紧规则，以抗击另一波感染。</blockquote></p><p> The sharp risk-off session Friday, exacerbated by thin liquidity after the Thanksgiving holiday, was a sign of investors’ sensitivity to any bad headlines, with their pockets already thickly lined from the S&amp;P 500’s 24% gain this year.</p><p><blockquote>感恩节假期后流动性稀薄加剧了周五的大幅避险交易，这表明投资者对任何负面头条新闻都很敏感，他们的口袋已经因标普500今年24%的涨幅而中饱私囊。</blockquote></p><p> While corporations have managed to deliver a sharp profit recovery in 2021, stock valuations are elevated historically: The U.S. benchmark is trading at 21 times the next year’s earnings, compared with 18 at the end of 2019 and a decade average of close to 17.</p><p><blockquote>尽管企业在2021年实现了利润大幅复苏，但股票估值处于历史高位：美国基准的市盈率为次年市盈率的21倍，而2019年底为18倍，十年平均水平接近17倍。</blockquote></p><p> Whether that multiple counts as stretched will largely depend on the monetary trajectory. And since omicron hit the headlines, money-market traders have pushed back expectations for global rate hikes, market-derived inflation expectations have fallen and oil has plunged.</p><p><blockquote>这一倍数是否被视为捉襟见肘，很大程度上取决于货币走势。自奥密克戎成为头条新闻以来，货币市场交易员推迟了对全球加息的预期，市场衍生的通胀预期下降，油价暴跌。</blockquote></p><p> All that is a sign markets are pricing in a drop in demand from the new variant, which may prompt central banks to slow their tightening.</p><p><blockquote>所有这些都表明市场正在消化新变种的需求下降，这可能会促使央行放慢紧缩速度。</blockquote></p><p> “Ironically, it may be the omicron scare itself that now creates the best possibility of some relief over the period, either because incoming news about the variant is better than feared or because monetary policy makers take a somewhat more cautious stance in response to the news,” wrote Dominic Wilson at Goldman.</p><p><blockquote>“具有讽刺意味的是，现在可能是奥密克戎恐慌本身在这一时期创造了一些缓解的最佳可能性，要么是因为有关该变种的消息比人们担心的要好，要么是因为货币政策制定者在应对这一消息时采取了更加谨慎的立场，”高盛的Dominic Wilson写道。</blockquote></p><p> At UBS’s wealth-management unit, a team led by chief investment officer Mark Haefele is telling clients to stay invested with the base case of robust economic growth intact and any concerns only likely to reduce monetary-tightening fears. At Nordea Investment Funds, senior macro strategist Sebastien Galy calls it a buying opportunity.</p><p><blockquote>在瑞银财富管理部门，由首席投资官马克·海菲尔(Mark Haefele)领导的团队告诉客户，在经济强劲增长的基本情况下保持投资，任何担忧只会减少对货币紧缩的担忧。北欧联合投资基金(Nordea Investment Funds)高级宏观策略师塞巴斯蒂安·加利(Sebastien Galy)认为这是一个买入机会。</blockquote></p><p> After a spike in volatility like the VIX’s 10-point jump Friday, stocks usually stage “robust reversals,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse, in a Monday note.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布(Jonathan Golub)在周一的一份报告中写道，在周五VIX上涨10点等波动性飙升后，股市通常会出现“强劲逆转”。</blockquote></p><p> Yet the policy response function may be less clear-cut than it was in the first all-hands-on-deck phase of the pandemic. Last year’s experience underscored the risk that if consumers shift their spending toward goods amid supply-chain bottlenecks, renewed virus anxieties can actually be inflationary.</p><p><blockquote>然而，政策应对职能可能不如疫情第一个全员参与阶段那么明确。去年的经验凸显了这样一种风险：如果消费者在供应链瓶颈的情况下将支出转向商品，那么重新出现的病毒焦虑实际上可能会引发通货膨胀。</blockquote></p><p> New infections may also temporarily shrink the labor force, suggests Neil Shearing, chief economist at Capital Economics.</p><p><blockquote>凯投宏观(Capital Economics)首席经济学家尼尔·希林(Neil Shearing)表示，新感染病例也可能暂时减少劳动力。</blockquote></p><p> “Compared to previous waves of the virus, which were on balance disinflationary, a major new wave could now be inflationary,” he wrote in a note. “All of this further complicates an already-complex policy challenge.”</p><p><blockquote>他在一份报告中写道：“与前几波病毒总体上是反通胀的相比，新一波病毒现在可能是通胀的。”“所有这些都使本已复杂的政策挑战进一步复杂化。”</blockquote></p><p> It’s a big shift from a week ago, when investors were largely preoccupied with the rate outlook based on the pace of the U.S. recovery. An index for economic surprises only this month returned to positive territory, as payrolls and retail sales expanded faster than expected.</p><p><blockquote>与一周前相比，这是一个重大转变，当时投资者主要关注基于美国复苏步伐的利率前景。由于就业和零售销售扩张快于预期，本月经济意外指数才恢复正值。</blockquote></p><p> But for investors giddy after the 66 record highs notched by the S&amp;P 500 this year, an intensifying Covid risk is hard to ignore.</p><p><blockquote>但对于今年标普500创下66个历史新高后感到头晕目眩的投资者来说，不断加剧的新冠风险很难忽视。</blockquote></p><p> “I am not too positive on the situation as the cause of the selloff was the new variant, but it is also worth considering that the number of infections levels in Europe were unfortunately increasing anyway,” said Alberto Tocchio, a portfolio manager at Kairos Partners. “We will need more data before we will be able to judge.”</p><p><blockquote>Kairos投资组合经理阿尔贝托·托奇奥(Alberto Tocchio)表示：“我对这种情况不太乐观，因为抛售的原因是新变种，但同样值得考虑的是，欧洲的感染水平无论如何都在不幸增加。”合伙人。“我们需要更多的数据才能做出判断。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Dip Buyers Defy Omicron Inflation Risk at Their Own Peril<blockquote>华尔街下跌买家无视奥密克戎通胀风险，后果自负</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Dip Buyers Defy Omicron Inflation Risk at Their Own Peril<blockquote>华尔街下跌买家无视奥密克戎通胀风险，后果自负</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-11-30 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- If there’s any lesson for Wall Street in the pandemic era, it’s this: Every selloff has proved a big opportunity to buy the dip in a world of activist central banks and limitless risk appetite.</p><p><blockquote>（彭博社）——如果说大流行时代的华尔街有什么教训的话，那就是：事实证明，在央行激进、风险偏好无限的世界里，每次抛售都是逢低买入的绝佳机会。</blockquote></p><p> Yet the Monday rally as the omicron variant spreads will test the resolve of investors who thought they’d seen it all in the Covid roller coaster.</p><p><blockquote>然而，随着奥密克戎变种的蔓延，周一的反弹将考验投资者的决心，他们认为自己已经在新冠疫情的过山车中看到了这一切。</blockquote></p><p> With fresh travel bans looming and transmission fears rife, the S&amp;P 500 rallied more than 1% at the open after the index’s worst drop in nine months Friday. Treasuries slumped, sending yields higher, while oil jumped.</p><p><blockquote>随着新的旅行禁令迫在眉睫，对传播的担忧盛行，标普500在周五出现九个月来最严重跌幅后，开盘上涨超过1%。美国国债下跌，导致收益率走高，而油价则上涨。</blockquote></p><p> To the likes of Goldman Sachs Group Inc. and UBS Wealth Management, it all makes sense -- they reckon bad virus news has some good news for markets as the variant assuages fears of monetary tightening. But strategists at Capital Economics and Mizuho International are among those urging caution as rising cases may worsen inflation, keeping policy makers on track to cut stimulus.</p><p><blockquote>对于高盛集团和瑞银财富管理公司等公司来说，这一切都是有道理的——他们认为坏病毒消息对市场来说是一些好消息，因为该变种缓解了对货币紧缩的担忧。但凯投宏观(Capital Economics)和瑞穗国际(Mizuho International)的策略师也敦促谨慎行事，因为病例增加可能会加剧通胀，从而使政策制定者有望削减刺激措施。</blockquote></p><p> “I know, I know, ‘U.S. equities only go up’ etc,” wrote Peter Chatwell, head of multi-asset strategy at Mizuho. “Monetary tightening is a structural downside risk to equities, and it may coincide with weaker growth in Q1.”</p><p><blockquote>瑞穗多资产策略主管彼得·查特韦尔写道：“我知道，我知道，‘美国股市只会上涨’等等。”“货币紧缩是股市的结构性下行风险，可能与第一季度增长疲软同时发生。”</blockquote></p><p> While mild omicron symptoms and news of rapid vaccine reformulations are offering some relief Monday, European policy makers were already tightening rules to fight another wave of infections even before the mutation was discovered in southern Africa late last week.</p><p><blockquote>虽然轻微的奥密克戎症状和快速重新配制疫苗的消息周一提供了一些缓解，但甚至在上周晚些时候在南部非洲发现这种突变之前，欧洲政策制定者就已经在收紧规则，以抗击另一波感染。</blockquote></p><p> The sharp risk-off session Friday, exacerbated by thin liquidity after the Thanksgiving holiday, was a sign of investors’ sensitivity to any bad headlines, with their pockets already thickly lined from the S&amp;P 500’s 24% gain this year.</p><p><blockquote>感恩节假期后流动性稀薄加剧了周五的大幅避险交易，这表明投资者对任何负面头条新闻都很敏感，他们的口袋已经因标普500今年24%的涨幅而中饱私囊。</blockquote></p><p> While corporations have managed to deliver a sharp profit recovery in 2021, stock valuations are elevated historically: The U.S. benchmark is trading at 21 times the next year’s earnings, compared with 18 at the end of 2019 and a decade average of close to 17.</p><p><blockquote>尽管企业在2021年实现了利润大幅复苏，但股票估值处于历史高位：美国基准的市盈率为次年市盈率的21倍，而2019年底为18倍，十年平均水平接近17倍。</blockquote></p><p> Whether that multiple counts as stretched will largely depend on the monetary trajectory. And since omicron hit the headlines, money-market traders have pushed back expectations for global rate hikes, market-derived inflation expectations have fallen and oil has plunged.</p><p><blockquote>这一倍数是否被视为捉襟见肘，很大程度上取决于货币走势。自奥密克戎成为头条新闻以来，货币市场交易员推迟了对全球加息的预期，市场衍生的通胀预期下降，油价暴跌。</blockquote></p><p> All that is a sign markets are pricing in a drop in demand from the new variant, which may prompt central banks to slow their tightening.</p><p><blockquote>所有这些都表明市场正在消化新变种的需求下降，这可能会促使央行放慢紧缩速度。</blockquote></p><p> “Ironically, it may be the omicron scare itself that now creates the best possibility of some relief over the period, either because incoming news about the variant is better than feared or because monetary policy makers take a somewhat more cautious stance in response to the news,” wrote Dominic Wilson at Goldman.</p><p><blockquote>“具有讽刺意味的是，现在可能是奥密克戎恐慌本身在这一时期创造了一些缓解的最佳可能性，要么是因为有关该变种的消息比人们担心的要好，要么是因为货币政策制定者在应对这一消息时采取了更加谨慎的立场，”高盛的Dominic Wilson写道。</blockquote></p><p> At UBS’s wealth-management unit, a team led by chief investment officer Mark Haefele is telling clients to stay invested with the base case of robust economic growth intact and any concerns only likely to reduce monetary-tightening fears. At Nordea Investment Funds, senior macro strategist Sebastien Galy calls it a buying opportunity.</p><p><blockquote>在瑞银财富管理部门，由首席投资官马克·海菲尔(Mark Haefele)领导的团队告诉客户，在经济强劲增长的基本情况下保持投资，任何担忧只会减少对货币紧缩的担忧。北欧联合投资基金(Nordea Investment Funds)高级宏观策略师塞巴斯蒂安·加利(Sebastien Galy)认为这是一个买入机会。</blockquote></p><p> After a spike in volatility like the VIX’s 10-point jump Friday, stocks usually stage “robust reversals,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse, in a Monday note.</p><p><blockquote>瑞士信贷首席美国股票策略师乔纳森·戈卢布(Jonathan Golub)在周一的一份报告中写道，在周五VIX上涨10点等波动性飙升后，股市通常会出现“强劲逆转”。</blockquote></p><p> Yet the policy response function may be less clear-cut than it was in the first all-hands-on-deck phase of the pandemic. Last year’s experience underscored the risk that if consumers shift their spending toward goods amid supply-chain bottlenecks, renewed virus anxieties can actually be inflationary.</p><p><blockquote>然而，政策应对职能可能不如疫情第一个全员参与阶段那么明确。去年的经验凸显了这样一种风险：如果消费者在供应链瓶颈的情况下将支出转向商品，那么重新出现的病毒焦虑实际上可能会引发通货膨胀。</blockquote></p><p> New infections may also temporarily shrink the labor force, suggests Neil Shearing, chief economist at Capital Economics.</p><p><blockquote>凯投宏观(Capital Economics)首席经济学家尼尔·希林(Neil Shearing)表示，新感染病例也可能暂时减少劳动力。</blockquote></p><p> “Compared to previous waves of the virus, which were on balance disinflationary, a major new wave could now be inflationary,” he wrote in a note. “All of this further complicates an already-complex policy challenge.”</p><p><blockquote>他在一份报告中写道：“与前几波病毒总体上是反通胀的相比，新一波病毒现在可能是通胀的。”“所有这些都使本已复杂的政策挑战进一步复杂化。”</blockquote></p><p> It’s a big shift from a week ago, when investors were largely preoccupied with the rate outlook based on the pace of the U.S. recovery. An index for economic surprises only this month returned to positive territory, as payrolls and retail sales expanded faster than expected.</p><p><blockquote>与一周前相比，这是一个重大转变，当时投资者主要关注基于美国复苏步伐的利率前景。由于就业和零售销售扩张快于预期，本月经济意外指数才恢复正值。</blockquote></p><p> But for investors giddy after the 66 record highs notched by the S&amp;P 500 this year, an intensifying Covid risk is hard to ignore.</p><p><blockquote>但对于今年标普500创下66个历史新高后感到头晕目眩的投资者来说，不断加剧的新冠风险很难忽视。</blockquote></p><p> “I am not too positive on the situation as the cause of the selloff was the new variant, but it is also worth considering that the number of infections levels in Europe were unfortunately increasing anyway,” said Alberto Tocchio, a portfolio manager at Kairos Partners. “We will need more data before we will be able to judge.”</p><p><blockquote>Kairos投资组合经理阿尔贝托·托奇奥(Alberto Tocchio)表示：“我对这种情况不太乐观，因为抛售的原因是新变种，但同样值得考虑的是，欧洲的感染水平无论如何都在不幸增加。”合伙人。“我们需要更多的数据才能做出判断。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/wall-street-dip-buyers-defy-135337950.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/wall-street-dip-buyers-defy-135337950.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105270576","content_text":"(Bloomberg) -- If there’s any lesson for Wall Street in the pandemic era, it’s this: Every selloff has proved a big opportunity to buy the dip in a world of activist central banks and limitless risk appetite.\nYet the Monday rally as the omicron variant spreads will test the resolve of investors who thought they’d seen it all in the Covid roller coaster.\nWith fresh travel bans looming and transmission fears rife, the S&P 500 rallied more than 1% at the open after the index’s worst drop in nine months Friday. Treasuries slumped, sending yields higher, while oil jumped.\nTo the likes of Goldman Sachs Group Inc. and UBS Wealth Management, it all makes sense -- they reckon bad virus news has some good news for markets as the variant assuages fears of monetary tightening. But strategists at Capital Economics and Mizuho International are among those urging caution as rising cases may worsen inflation, keeping policy makers on track to cut stimulus.\n“I know, I know, ‘U.S. equities only go up’ etc,” wrote Peter Chatwell, head of multi-asset strategy at Mizuho. “Monetary tightening is a structural downside risk to equities, and it may coincide with weaker growth in Q1.”\nWhile mild omicron symptoms and news of rapid vaccine reformulations are offering some relief Monday, European policy makers were already tightening rules to fight another wave of infections even before the mutation was discovered in southern Africa late last week.\nThe sharp risk-off session Friday, exacerbated by thin liquidity after the Thanksgiving holiday, was a sign of investors’ sensitivity to any bad headlines, with their pockets already thickly lined from the S&P 500’s 24% gain this year.\nWhile corporations have managed to deliver a sharp profit recovery in 2021, stock valuations are elevated historically: The U.S. benchmark is trading at 21 times the next year’s earnings, compared with 18 at the end of 2019 and a decade average of close to 17.\nWhether that multiple counts as stretched will largely depend on the monetary trajectory. And since omicron hit the headlines, money-market traders have pushed back expectations for global rate hikes, market-derived inflation expectations have fallen and oil has plunged.\nAll that is a sign markets are pricing in a drop in demand from the new variant, which may prompt central banks to slow their tightening.\n“Ironically, it may be the omicron scare itself that now creates the best possibility of some relief over the period, either because incoming news about the variant is better than feared or because monetary policy makers take a somewhat more cautious stance in response to the news,” wrote Dominic Wilson at Goldman.\nAt UBS’s wealth-management unit, a team led by chief investment officer Mark Haefele is telling clients to stay invested with the base case of robust economic growth intact and any concerns only likely to reduce monetary-tightening fears. At Nordea Investment Funds, senior macro strategist Sebastien Galy calls it a buying opportunity.\nAfter a spike in volatility like the VIX’s 10-point jump Friday, stocks usually stage “robust reversals,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse, in a Monday note.\nYet the policy response function may be less clear-cut than it was in the first all-hands-on-deck phase of the pandemic. Last year’s experience underscored the risk that if consumers shift their spending toward goods amid supply-chain bottlenecks, renewed virus anxieties can actually be inflationary.\nNew infections may also temporarily shrink the labor force, suggests Neil Shearing, chief economist at Capital Economics.\n“Compared to previous waves of the virus, which were on balance disinflationary, a major new wave could now be inflationary,” he wrote in a note. “All of this further complicates an already-complex policy challenge.”\nIt’s a big shift from a week ago, when investors were largely preoccupied with the rate outlook based on the pace of the U.S. recovery. An index for economic surprises only this month returned to positive territory, as payrolls and retail sales expanded faster than expected.\nBut for investors giddy after the 66 record highs notched by the S&P 500 this year, an intensifying Covid risk is hard to ignore.\n“I am not too positive on the situation as the cause of the selloff was the new variant, but it is also worth considering that the number of infections levels in Europe were unfortunately increasing anyway,” said Alberto Tocchio, a portfolio manager at Kairos Partners. “We will need more data before we will be able to judge.”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600234330,"gmtCreate":1638155494839,"gmtModify":1638155494989,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600234330","repostId":"1119853738","repostType":4,"repost":{"id":"1119853738","kind":"news","pubTimestamp":1638153494,"share":"https://www.laohu8.com/m/news/1119853738?lang=zh_CN&edition=full","pubTime":"2021-11-29 10:38","market":"us","language":"en","title":"Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119853738","media":"Motley Fool","summary":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday","content":"<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-29 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119853738","content_text":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.\nWhile there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.\nHow should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers Moderna(NASDAQ:MRNA),Pfizer(NYSE:PFE), and Novavax(NASDAQ:NVAX) all vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.\nThe pandemic's latest twist makes these three stocks screaming buys\nModerna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.\nPfizer, for its part, said that its BioNTech-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.\nWhy are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.\nWhile Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.\nOn the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have dipped in the back half of 2021 in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.\nWhat's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.\nIn short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.","news_type":1,"symbols_score_info":{"MRNA":0.9,"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600311170,"gmtCreate":1638066328792,"gmtModify":1638066328908,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600311170","repostId":"2186282013","repostType":4,"isVote":1,"tweetType":1,"viewCount":2724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877795262,"gmtCreate":1637980592492,"gmtModify":1637980592681,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877795262","repostId":"1128119268","repostType":4,"repost":{"id":"1128119268","kind":"news","pubTimestamp":1637972590,"share":"https://www.laohu8.com/m/news/1128119268?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:23","market":"us","language":"en","title":"These 3 Stocks Punished the Dow Friday<blockquote>这三只股票周五惩罚了道琼斯指数</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128119268","media":"Motley Fool","summary":"The stock market was definitely not in a holiday mood on the day after Thanksgiving, as news of the ","content":"<p>The stock market was definitely not in a holiday mood on the day after Thanksgiving, as news of the new Omicron variant of COVID-19 led to widespread concerns about a possible return to lockdown conditions. By the end of the day, the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were all down between 2% and 3%.</p><p><blockquote>感恩节后的第二天，股市肯定没有节日气氛，因为新冠肺炎奥密克戎变种的消息引发了人们对可能恢复封锁状态的广泛担忧。到一天结束时，<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）均下跌2%至3%。</blockquote></p><p> Today's news hurt stocks in many different sectors of the market, with a wide variety of factors playing into losses. Because of theDow's price-weighted nature, a few stocks had a disproportionate influence on the average's moves. Below, we'll look at how&nbsp;<b>American Express</b>(NYSE:AXP),<b>Boeing</b>(NYSE:BA), and&nbsp;<b>Goldman Sachs</b>(NYSE:GS)combined to lop about 250 points off the Dow by themselves.</p><p><blockquote>今天的消息损害了市场许多不同板块的股票，多种因素都导致了损失。由于道琼斯指数的价格加权性质，少数股票对平均指数的走势具有不成比例的影响。下面，我们将看看如何<b>美国运通</b>（纽约证券交易所代码：AXP），<b>波音公司</b>（纽约证券交易所代码：BA），以及<b>高盛</b>(NYSE：GS)合计导致道琼斯指数下跌约250点。</blockquote></p><p> A double hit for American Express</p><p><blockquote>美国运通遭受双重打击</blockquote></p><p> American Express was the worst performer in the Dow, falling almost 9%. The financial company saw its stock fall for two different reasons related to the news about the pandemic.</p><p><blockquote>美国运通是道琼斯指数中表现最差的，下跌近9%。这家金融公司的股价下跌有两个与大流行新闻相关的不同原因。</blockquote></p><p> First and foremost, American Express has historically relied on global travel to drive a substantial part of its business. Its traveler's checks are known around the world as a means of doing business, and its charge cards have prestige in key market destinations. The prospects for further restrictions on travel, therefore, would have a detrimental impact on its business.</p><p><blockquote>首先，美国运通历来依赖全球旅行来推动其业务的很大一部分。其旅行支票作为一种做生意的方式闻名于世，其签帐卡在主要市场目的地享有声望。因此，进一步限制旅行的前景将对其业务产生不利影响。</blockquote></p><p> Moreover, as a financial institution,American Express benefits from a steeper yield curve. The recent trend in that direction met an abrupt reversal on Friday, as bond yields plunged on prospects for a possible economic slowdown. Investors anticipate that the company could have problems meeting its own expectations if the pandemic worsens, and that's why the stock cost the Dow about 100 points on Friday.</p><p><blockquote>此外，作为一家金融机构，美国运通受益于更陡峭的收益率曲线。最近这一方向的趋势在周五突然逆转，债券收益率因经济可能放缓的前景而暴跌。投资者预计，如果疫情恶化，该公司可能难以满足自己的预期，这就是该股周五道指下跌约100点的原因。</blockquote></p><p> Flying lower</p><p><blockquote>飞得更低</blockquote></p><p> Another company that one would've expected to fare poorly given the news was&nbsp;<b>Boeing</b>(NYSE:BA). The aerospace company fell more than 5%, and its higher-priced shares gave it a big impact on the Dow.</p><p><blockquote>鉴于这一消息，另一家人们预计表现不佳的公司是<b>波音公司</b>（纽约证券交易所代码：BA）。这家航空航天公司下跌超过5%，其股价上涨对道琼斯指数产生了很大影响。</blockquote></p><p> You won't find&nbsp;airline stocks&nbsp;in the Dow Industrials, but they took even larger hits as a result of the COVID news. Already, the U.S. and other nations have put travel restrictions on South Africa and neighboring countries to try to stem the spread of the Omicron variant. That bodes poorly for airlines serving those markets, and it indirectly affects Boeing by raising the possibility that airlines will have to cancel or postpone orders if they come under additional economic pressure.</p><p><blockquote>你不会在道琼斯工业指数中找到航空股，但由于新冠疫情的消息，它们受到了更大的打击。美国和其他国家已经对南非和邻国实施了旅行限制，试图阻止奥密克戎变种的传播。这对于服务于这些市场的航空公司来说是个坏兆头，并且间接影响了波音公司，因为如果航空公司面临额外的经济压力，他们将不得不取消或推迟订单。</blockquote></p><p> Boeing has suffered substantial losses, but investors were starting to hope that it would turn profitable again in 2022. The latest news threatens that assessment, and investors don't like the prospects for more red ink from the aircraft manufacturer.</p><p><blockquote>波音公司遭受了巨额亏损，但投资者开始希望它能在2022年再次盈利。最新消息威胁到了这一评估，投资者不喜欢这家飞机制造商出现更多亏损的前景。</blockquote></p><p> Banking on rate rises</p><p><blockquote>指望加息</blockquote></p><p> Goldman Sachs was down 2.5% on Friday. Its nearly $10 decline cost the Dow roughly 70 points on the day.</p><p><blockquote>高盛周五下跌2.5%。道琼斯指数当天下跌近10美元，损失了约70点。</blockquote></p><p> Goldman faced some of the same challenges that American Express does. Increasingly,Goldman has tried to boost its retail banking presence&nbsp;through its Marcus unit, and that has exposed the Wall Street financial giant to greater interest rate sensitivity. The flattening yield curve Friday didn't do any favors to the company's consumer banking segment.</p><p><blockquote>高盛面临着与美国运通相同的挑战。高盛越来越多地试图通过其马库斯部门扩大其零售银行业务，这使得这家华尔街金融巨头对利率更加敏感。周五收益率曲线趋平并没有给该公司的消费银行业务带来任何好处。</blockquote></p><p> Wall Street has also benefited from huge levels of investment banking activity, where Goldman excels. If a market pullback leads to reduced activity for initial public offerings, acquisitions, and other corporate events, then it could hurt that part of Goldman's business as well.</p><p><blockquote>华尔街也受益于高盛擅长的大规模投资银行活动。如果市场回调导致首次公开募股、收购和其他企业活动减少，那么也可能损害高盛的这部分业务。</blockquote></p><p> Don't panic</p><p><blockquote>不要惊慌</blockquote></p><p> A 900-point plunge for the Dow makes for a scary headline, but it's just part of the natural volatility of the stock market. Don't lose perspective, and if you stick with your long-term investment strategy, things will likely go better for you than if you panic.</p><p><blockquote>道琼斯指数暴跌900点是一个可怕的头条新闻，但这只是股市自然波动的一部分。不要失去远见，如果你坚持你的长期投资策略，事情可能会比你恐慌时更好。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Stocks Punished the Dow Friday<blockquote>这三只股票周五惩罚了道琼斯指数</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Stocks Punished the Dow Friday<blockquote>这三只股票周五惩罚了道琼斯指数</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-27 08:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market was definitely not in a holiday mood on the day after Thanksgiving, as news of the new Omicron variant of COVID-19 led to widespread concerns about a possible return to lockdown conditions. By the end of the day, the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&amp;P 500</b>(SNPINDEX:^GSPC), and&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were all down between 2% and 3%.</p><p><blockquote>感恩节后的第二天，股市肯定没有节日气氛，因为新冠肺炎奥密克戎变种的消息引发了人们对可能恢复封锁状态的广泛担忧。到一天结束时，<b>道琼斯工业平均指数</b>(DJINDICES：^DJI),<b>标普500</b>(SNPINDEX：^GSPC)，和<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）均下跌2%至3%。</blockquote></p><p> Today's news hurt stocks in many different sectors of the market, with a wide variety of factors playing into losses. Because of theDow's price-weighted nature, a few stocks had a disproportionate influence on the average's moves. Below, we'll look at how&nbsp;<b>American Express</b>(NYSE:AXP),<b>Boeing</b>(NYSE:BA), and&nbsp;<b>Goldman Sachs</b>(NYSE:GS)combined to lop about 250 points off the Dow by themselves.</p><p><blockquote>今天的消息损害了市场许多不同板块的股票，多种因素都导致了损失。由于道琼斯指数的价格加权性质，少数股票对平均指数的走势具有不成比例的影响。下面，我们将看看如何<b>美国运通</b>（纽约证券交易所代码：AXP），<b>波音公司</b>（纽约证券交易所代码：BA），以及<b>高盛</b>(NYSE：GS)合计导致道琼斯指数下跌约250点。</blockquote></p><p> A double hit for American Express</p><p><blockquote>美国运通遭受双重打击</blockquote></p><p> American Express was the worst performer in the Dow, falling almost 9%. The financial company saw its stock fall for two different reasons related to the news about the pandemic.</p><p><blockquote>美国运通是道琼斯指数中表现最差的，下跌近9%。这家金融公司的股价下跌有两个与大流行新闻相关的不同原因。</blockquote></p><p> First and foremost, American Express has historically relied on global travel to drive a substantial part of its business. Its traveler's checks are known around the world as a means of doing business, and its charge cards have prestige in key market destinations. The prospects for further restrictions on travel, therefore, would have a detrimental impact on its business.</p><p><blockquote>首先，美国运通历来依赖全球旅行来推动其业务的很大一部分。其旅行支票作为一种做生意的方式闻名于世，其签帐卡在主要市场目的地享有声望。因此，进一步限制旅行的前景将对其业务产生不利影响。</blockquote></p><p> Moreover, as a financial institution,American Express benefits from a steeper yield curve. The recent trend in that direction met an abrupt reversal on Friday, as bond yields plunged on prospects for a possible economic slowdown. Investors anticipate that the company could have problems meeting its own expectations if the pandemic worsens, and that's why the stock cost the Dow about 100 points on Friday.</p><p><blockquote>此外，作为一家金融机构，美国运通受益于更陡峭的收益率曲线。最近这一方向的趋势在周五突然逆转，债券收益率因经济可能放缓的前景而暴跌。投资者预计，如果疫情恶化，该公司可能难以满足自己的预期，这就是该股周五道指下跌约100点的原因。</blockquote></p><p> Flying lower</p><p><blockquote>飞得更低</blockquote></p><p> Another company that one would've expected to fare poorly given the news was&nbsp;<b>Boeing</b>(NYSE:BA). The aerospace company fell more than 5%, and its higher-priced shares gave it a big impact on the Dow.</p><p><blockquote>鉴于这一消息，另一家人们预计表现不佳的公司是<b>波音公司</b>（纽约证券交易所代码：BA）。这家航空航天公司下跌超过5%，其股价上涨对道琼斯指数产生了很大影响。</blockquote></p><p> You won't find&nbsp;airline stocks&nbsp;in the Dow Industrials, but they took even larger hits as a result of the COVID news. Already, the U.S. and other nations have put travel restrictions on South Africa and neighboring countries to try to stem the spread of the Omicron variant. That bodes poorly for airlines serving those markets, and it indirectly affects Boeing by raising the possibility that airlines will have to cancel or postpone orders if they come under additional economic pressure.</p><p><blockquote>你不会在道琼斯工业指数中找到航空股，但由于新冠疫情的消息，它们受到了更大的打击。美国和其他国家已经对南非和邻国实施了旅行限制，试图阻止奥密克戎变种的传播。这对于服务于这些市场的航空公司来说是个坏兆头，并且间接影响了波音公司，因为如果航空公司面临额外的经济压力，他们将不得不取消或推迟订单。</blockquote></p><p> Boeing has suffered substantial losses, but investors were starting to hope that it would turn profitable again in 2022. The latest news threatens that assessment, and investors don't like the prospects for more red ink from the aircraft manufacturer.</p><p><blockquote>波音公司遭受了巨额亏损，但投资者开始希望它能在2022年再次盈利。最新消息威胁到了这一评估，投资者不喜欢这家飞机制造商出现更多亏损的前景。</blockquote></p><p> Banking on rate rises</p><p><blockquote>指望加息</blockquote></p><p> Goldman Sachs was down 2.5% on Friday. Its nearly $10 decline cost the Dow roughly 70 points on the day.</p><p><blockquote>高盛周五下跌2.5%。道琼斯指数当天下跌近10美元，损失了约70点。</blockquote></p><p> Goldman faced some of the same challenges that American Express does. Increasingly,Goldman has tried to boost its retail banking presence&nbsp;through its Marcus unit, and that has exposed the Wall Street financial giant to greater interest rate sensitivity. The flattening yield curve Friday didn't do any favors to the company's consumer banking segment.</p><p><blockquote>高盛面临着与美国运通相同的挑战。高盛越来越多地试图通过其马库斯部门扩大其零售银行业务，这使得这家华尔街金融巨头对利率更加敏感。周五收益率曲线趋平并没有给该公司的消费银行业务带来任何好处。</blockquote></p><p> Wall Street has also benefited from huge levels of investment banking activity, where Goldman excels. If a market pullback leads to reduced activity for initial public offerings, acquisitions, and other corporate events, then it could hurt that part of Goldman's business as well.</p><p><blockquote>华尔街也受益于高盛擅长的大规模投资银行活动。如果市场回调导致首次公开募股、收购和其他企业活动减少，那么也可能损害高盛的这部分业务。</blockquote></p><p> Don't panic</p><p><blockquote>不要惊慌</blockquote></p><p> A 900-point plunge for the Dow makes for a scary headline, but it's just part of the natural volatility of the stock market. Don't lose perspective, and if you stick with your long-term investment strategy, things will likely go better for you than if you panic.</p><p><blockquote>道琼斯指数暴跌900点是一个可怕的头条新闻，但这只是股市自然波动的一部分。不要失去远见，如果你坚持你的长期投资策略，事情可能会比你恐慌时更好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/26/these-3-stocks-punished-the-dow-friday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AXP":"美国运通","BA":"波音","GS":"高盛"},"source_url":"https://www.fool.com/investing/2021/11/26/these-3-stocks-punished-the-dow-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128119268","content_text":"The stock market was definitely not in a holiday mood on the day after Thanksgiving, as news of the new Omicron variant of COVID-19 led to widespread concerns about a possible return to lockdown conditions. By the end of the day, the Dow Jones Industrial Average(DJINDICES:^DJI),S&P 500(SNPINDEX:^GSPC), and Nasdaq Composite(NASDAQINDEX:^IXIC)were all down between 2% and 3%.\nToday's news hurt stocks in many different sectors of the market, with a wide variety of factors playing into losses. Because of theDow's price-weighted nature, a few stocks had a disproportionate influence on the average's moves. Below, we'll look at how American Express(NYSE:AXP),Boeing(NYSE:BA), and Goldman Sachs(NYSE:GS)combined to lop about 250 points off the Dow by themselves.\nA double hit for American Express\nAmerican Express was the worst performer in the Dow, falling almost 9%. The financial company saw its stock fall for two different reasons related to the news about the pandemic.\nFirst and foremost, American Express has historically relied on global travel to drive a substantial part of its business. Its traveler's checks are known around the world as a means of doing business, and its charge cards have prestige in key market destinations. The prospects for further restrictions on travel, therefore, would have a detrimental impact on its business.\nMoreover, as a financial institution,American Express benefits from a steeper yield curve. The recent trend in that direction met an abrupt reversal on Friday, as bond yields plunged on prospects for a possible economic slowdown. Investors anticipate that the company could have problems meeting its own expectations if the pandemic worsens, and that's why the stock cost the Dow about 100 points on Friday.\nFlying lower\nAnother company that one would've expected to fare poorly given the news was Boeing(NYSE:BA). The aerospace company fell more than 5%, and its higher-priced shares gave it a big impact on the Dow.\nYou won't find airline stocks in the Dow Industrials, but they took even larger hits as a result of the COVID news. Already, the U.S. and other nations have put travel restrictions on South Africa and neighboring countries to try to stem the spread of the Omicron variant. That bodes poorly for airlines serving those markets, and it indirectly affects Boeing by raising the possibility that airlines will have to cancel or postpone orders if they come under additional economic pressure.\nBoeing has suffered substantial losses, but investors were starting to hope that it would turn profitable again in 2022. The latest news threatens that assessment, and investors don't like the prospects for more red ink from the aircraft manufacturer.\nBanking on rate rises\nGoldman Sachs was down 2.5% on Friday. Its nearly $10 decline cost the Dow roughly 70 points on the day.\nGoldman faced some of the same challenges that American Express does. Increasingly,Goldman has tried to boost its retail banking presence through its Marcus unit, and that has exposed the Wall Street financial giant to greater interest rate sensitivity. The flattening yield curve Friday didn't do any favors to the company's consumer banking segment.\nWall Street has also benefited from huge levels of investment banking activity, where Goldman excels. If a market pullback leads to reduced activity for initial public offerings, acquisitions, and other corporate events, then it could hurt that part of Goldman's business as well.\nDon't panic\nA 900-point plunge for the Dow makes for a scary headline, but it's just part of the natural volatility of the stock market. Don't lose perspective, and if you stick with your long-term investment strategy, things will likely go better for you than if you panic.","news_type":1,"symbols_score_info":{"AXP":0.9,"BA":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877316779,"gmtCreate":1637887845784,"gmtModify":1637887845898,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877316779","repostId":"2186395841","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874528240,"gmtCreate":1637803334110,"gmtModify":1637803334227,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874528240","repostId":"1176842797","repostType":4,"repost":{"id":"1176842797","kind":"news","pubTimestamp":1637801959,"share":"https://www.laohu8.com/m/news/1176842797?lang=zh_CN&edition=full","pubTime":"2021-11-25 08:59","market":"us","language":"en","title":"Amazon 'Well-Positioned' Going into the Holidays, JPMorgan Says<blockquote>摩根大通表示，亚马逊在假期中处于“有利地位”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176842797","media":"TheStreet","summary":"Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.\nAmazon ","content":"<p>Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.</p><p><blockquote>摩根大通分析师表示，亚马逊应该会在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> Amazon&nbsp;is well-positioned going into the holidays, a JPMorgan analyst said Wednesday, and should surpass Walmart&nbsp;as the largest U.S. retailer in 2022.</p><p><blockquote>摩根大通分析师周三表示，亚马逊在假期期间处于有利地位，应该会在2022年超过沃尔玛成为美国最大的零售商。</blockquote></p><p> Analyst Doug Anmuth said in a research report he continues to expect a strong online holiday season, \"albeit against tougher comps and with a resurgence in physical retail.\"</p><p><blockquote>分析师道格·安穆斯(Doug Anmuth)在一份研究报告中表示，他仍然预计在线假日季将表现强劲，“尽管竞争更加激烈且实体零售复苏。”</blockquote></p><p> \"Amazon is well-positioned, having doubled its fulfillment network over the past 2 years, and should remain about 40% of US e-comm spend,\" Anmuth said. \"Amazon remains our top overall idea.\"</p><p><blockquote>安穆斯表示：“亚马逊处于有利地位，其配送网络在过去两年中翻了一番，应该仍占美国电子商务支出的40%左右。”“亚马逊仍然是我们的首要整体理念。”</blockquote></p><p> The analyst said he believes Amazon will surpass Walmart as the largest U.S. retailer in 2022.</p><p><blockquote>这位分析师表示，他相信亚马逊将在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> \"Amazon started offering Black Friday deals on 10/4, the earliest start to the holiday season ever,\" he said, \"before introducing thousands of more Black Friday &amp; Cyber Monday Weekend deals.\"</p><p><blockquote>“亚马逊于10月4日开始提供黑色星期五优惠，这是有史以来假期最早的开始，”他说，“然后又推出了数千个黑色星期五和网络星期一周末优惠。”</blockquote></p><p> Overall, Anmuth said, he believes the decision to accelerate the timing of holiday deals indicates Amazon \"already maintains significant inventory into the holiday season and is well-equipped to handle elevated holiday demand.\"</p><p><blockquote>安穆斯表示，总体而言，他认为加快假期交易时间的决定表明亚马逊“已经在假期期间保持了大量库存，并有能力应对假期需求的增加。”</blockquote></p><p> \"Most importantly,\" he said, \"we believe pulling forward holiday promotions should help Amazon efficiently manage through current macro supply chain congestions and minimize gaps in first party and third-party inventory and delivery delays.\"</p><p><blockquote>“最重要的是，”他说，“我们认为，提前假日促销应该有助于亚马逊有效应对当前的宏观供应链拥堵，并最大限度地减少第一方和第三方库存缺口以及交付延迟。”</blockquote></p><p> Amazon has doubled fulfillment capacity since the pandemic began, the analyst said, and is now caught up on capacity, even pulling forward some 2022 fulfillment/distribution network into 2H21, which could drive an easing level of investment into next year.</p><p><blockquote>这位分析师表示，自大流行开始以来，亚马逊的配送能力已经翻了一番，现在已经赶上了产能，甚至将2022年的部分配送/配送网络提前到2H21，这可能会导致明年的投资水平有所下降。</blockquote></p><p> The analyst said he expects U.S. online holiday sales to grow more than 14.5% year-over-year, coming off of outsized pandemic-driven growth of more than 32% year-over-year during the 2020 holiday.</p><p><blockquote>该分析师表示，他预计美国在线假日销售额将同比增长14.5%以上，而2020年假日期间疫情推动的同比增长超过32%。</blockquote></p><p> He said key drivers include strong consumer confidence, increased disposable income, resurgence of brick and mortar retail sales following pandemic constraints and lockdowns in 2020, and one more shopping day between Thanksgiving and Christmas.</p><p><blockquote>他表示，关键驱动因素包括强劲的消费者信心、可支配收入增加、2020年疫情限制和封锁后实体零售额的复苏，以及感恩节和圣诞节之间多了一个购物日。</blockquote></p><p> \"While port congestion issues persist, we believe the Port of LA/Long Beach transitioning to 24/7 operation increases throughput and should help truncate wait times,\" he said.</p><p><blockquote>“虽然港口拥堵问题持续存在，但我们相信洛杉矶/长滩港过渡到24/7运营会增加吞吐量，并有助于缩短等待时间，”他说。</blockquote></p><p> Separately Guggenheim, analyst Seth Sigman assumed coverage of Amazon on Monday with a buy rating and $4,300 price target.</p><p><blockquote>另外，古根海姆分析师Seth Sigman周一对亚马逊给予买入评级和4,300美元的目标价。</blockquote></p><p> Sigman said in research note that he&nbsp;sees potential for a \"significant positive inflection\" in early/mid 2022 for Amazon compared with its moderating sales and margin trends more recently.</p><p><blockquote>西格曼在研究报告中表示，与最近放缓的销售和利润率趋势相比，他认为亚马逊在2022年初/中期有可能出现“重大积极拐点”。</blockquote></p><p> The analyst, who launched coverage on direct-to-consumer e-commerce stocks, said he is positive on the group entering fiscal 2022.</p><p><blockquote>这位分析师对直接面向消费者的电子商务股票进行了报道，他表示，他对该集团进入2022财年持乐观态度。</blockquote></p><p> Online channel share gains should reaccelerate early next year after months of declines and normalizing consumer spending growth may be good for the stocks,&nbsp;Sigman said.</p><p><blockquote>西格曼表示，在线渠道份额在经历了几个月的下降后，明年初应该会重新加速，消费者支出增长正常化可能对股市有利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Says<blockquote>摩根大通表示，亚马逊在假期中处于“有利地位”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-25 08:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.</p><p><blockquote>摩根大通分析师表示，亚马逊应该会在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> Amazon&nbsp;is well-positioned going into the holidays, a JPMorgan analyst said Wednesday, and should surpass Walmart&nbsp;as the largest U.S. retailer in 2022.</p><p><blockquote>摩根大通分析师周三表示，亚马逊在假期期间处于有利地位，应该会在2022年超过沃尔玛成为美国最大的零售商。</blockquote></p><p> Analyst Doug Anmuth said in a research report he continues to expect a strong online holiday season, \"albeit against tougher comps and with a resurgence in physical retail.\"</p><p><blockquote>分析师道格·安穆斯(Doug Anmuth)在一份研究报告中表示，他仍然预计在线假日季将表现强劲，“尽管竞争更加激烈且实体零售复苏。”</blockquote></p><p> \"Amazon is well-positioned, having doubled its fulfillment network over the past 2 years, and should remain about 40% of US e-comm spend,\" Anmuth said. \"Amazon remains our top overall idea.\"</p><p><blockquote>安穆斯表示：“亚马逊处于有利地位，其配送网络在过去两年中翻了一番，应该仍占美国电子商务支出的40%左右。”“亚马逊仍然是我们的首要整体理念。”</blockquote></p><p> The analyst said he believes Amazon will surpass Walmart as the largest U.S. retailer in 2022.</p><p><blockquote>这位分析师表示，他相信亚马逊将在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> \"Amazon started offering Black Friday deals on 10/4, the earliest start to the holiday season ever,\" he said, \"before introducing thousands of more Black Friday &amp; Cyber Monday Weekend deals.\"</p><p><blockquote>“亚马逊于10月4日开始提供黑色星期五优惠，这是有史以来假期最早的开始，”他说，“然后又推出了数千个黑色星期五和网络星期一周末优惠。”</blockquote></p><p> Overall, Anmuth said, he believes the decision to accelerate the timing of holiday deals indicates Amazon \"already maintains significant inventory into the holiday season and is well-equipped to handle elevated holiday demand.\"</p><p><blockquote>安穆斯表示，总体而言，他认为加快假期交易时间的决定表明亚马逊“已经在假期期间保持了大量库存，并有能力应对假期需求的增加。”</blockquote></p><p> \"Most importantly,\" he said, \"we believe pulling forward holiday promotions should help Amazon efficiently manage through current macro supply chain congestions and minimize gaps in first party and third-party inventory and delivery delays.\"</p><p><blockquote>“最重要的是，”他说，“我们认为，提前假日促销应该有助于亚马逊有效应对当前的宏观供应链拥堵，并最大限度地减少第一方和第三方库存缺口以及交付延迟。”</blockquote></p><p> Amazon has doubled fulfillment capacity since the pandemic began, the analyst said, and is now caught up on capacity, even pulling forward some 2022 fulfillment/distribution network into 2H21, which could drive an easing level of investment into next year.</p><p><blockquote>这位分析师表示，自大流行开始以来，亚马逊的配送能力已经翻了一番，现在已经赶上了产能，甚至将2022年的部分配送/配送网络提前到2H21，这可能会导致明年的投资水平有所下降。</blockquote></p><p> The analyst said he expects U.S. online holiday sales to grow more than 14.5% year-over-year, coming off of outsized pandemic-driven growth of more than 32% year-over-year during the 2020 holiday.</p><p><blockquote>该分析师表示，他预计美国在线假日销售额将同比增长14.5%以上，而2020年假日期间疫情推动的同比增长超过32%。</blockquote></p><p> He said key drivers include strong consumer confidence, increased disposable income, resurgence of brick and mortar retail sales following pandemic constraints and lockdowns in 2020, and one more shopping day between Thanksgiving and Christmas.</p><p><blockquote>他表示，关键驱动因素包括强劲的消费者信心、可支配收入增加、2020年疫情限制和封锁后实体零售额的复苏，以及感恩节和圣诞节之间多了一个购物日。</blockquote></p><p> \"While port congestion issues persist, we believe the Port of LA/Long Beach transitioning to 24/7 operation increases throughput and should help truncate wait times,\" he said.</p><p><blockquote>“虽然港口拥堵问题持续存在，但我们相信洛杉矶/长滩港过渡到24/7运营会增加吞吐量，并有助于缩短等待时间，”他说。</blockquote></p><p> Separately Guggenheim, analyst Seth Sigman assumed coverage of Amazon on Monday with a buy rating and $4,300 price target.</p><p><blockquote>另外，古根海姆分析师Seth Sigman周一对亚马逊给予买入评级和4,300美元的目标价。</blockquote></p><p> Sigman said in research note that he&nbsp;sees potential for a \"significant positive inflection\" in early/mid 2022 for Amazon compared with its moderating sales and margin trends more recently.</p><p><blockquote>西格曼在研究报告中表示，与最近放缓的销售和利润率趋势相比，他认为亚马逊在2022年初/中期有可能出现“重大积极拐点”。</blockquote></p><p> The analyst, who launched coverage on direct-to-consumer e-commerce stocks, said he is positive on the group entering fiscal 2022.</p><p><blockquote>这位分析师对直接面向消费者的电子商务股票进行了报道，他表示，他对该集团进入2022财年持乐观态度。</blockquote></p><p> Online channel share gains should reaccelerate early next year after months of declines and normalizing consumer spending growth may be good for the stocks,&nbsp;Sigman said.</p><p><blockquote>西格曼表示，在线渠道份额在经历了几个月的下降后，明年初应该会重新加速，消费者支出增长正常化可能对股市有利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/amazon-well-positioned-going-into-the-holidays-jpmorgan-says\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/investing/amazon-well-positioned-going-into-the-holidays-jpmorgan-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176842797","content_text":"Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.\nAmazon is well-positioned going into the holidays, a JPMorgan analyst said Wednesday, and should surpass Walmart as the largest U.S. retailer in 2022.\nAnalyst Doug Anmuth said in a research report he continues to expect a strong online holiday season, \"albeit against tougher comps and with a resurgence in physical retail.\"\n\"Amazon is well-positioned, having doubled its fulfillment network over the past 2 years, and should remain about 40% of US e-comm spend,\" Anmuth said. \"Amazon remains our top overall idea.\"\nThe analyst said he believes Amazon will surpass Walmart as the largest U.S. retailer in 2022.\n\"Amazon started offering Black Friday deals on 10/4, the earliest start to the holiday season ever,\" he said, \"before introducing thousands of more Black Friday & Cyber Monday Weekend deals.\"\nOverall, Anmuth said, he believes the decision to accelerate the timing of holiday deals indicates Amazon \"already maintains significant inventory into the holiday season and is well-equipped to handle elevated holiday demand.\"\n\"Most importantly,\" he said, \"we believe pulling forward holiday promotions should help Amazon efficiently manage through current macro supply chain congestions and minimize gaps in first party and third-party inventory and delivery delays.\"\nAmazon has doubled fulfillment capacity since the pandemic began, the analyst said, and is now caught up on capacity, even pulling forward some 2022 fulfillment/distribution network into 2H21, which could drive an easing level of investment into next year.\nThe analyst said he expects U.S. online holiday sales to grow more than 14.5% year-over-year, coming off of outsized pandemic-driven growth of more than 32% year-over-year during the 2020 holiday.\nHe said key drivers include strong consumer confidence, increased disposable income, resurgence of brick and mortar retail sales following pandemic constraints and lockdowns in 2020, and one more shopping day between Thanksgiving and Christmas.\n\"While port congestion issues persist, we believe the Port of LA/Long Beach transitioning to 24/7 operation increases throughput and should help truncate wait times,\" he said.\nSeparately Guggenheim, analyst Seth Sigman assumed coverage of Amazon on Monday with a buy rating and $4,300 price target.\nSigman said in research note that he sees potential for a \"significant positive inflection\" in early/mid 2022 for Amazon compared with its moderating sales and margin trends more recently.\nThe analyst, who launched coverage on direct-to-consumer e-commerce stocks, said he is positive on the group entering fiscal 2022.\nOnline channel share gains should reaccelerate early next year after months of declines and normalizing consumer spending growth may be good for the stocks, Sigman said.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875820421,"gmtCreate":1637633429828,"gmtModify":1637633430018,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875820421","repostId":"1192554686","repostType":4,"repost":{"id":"1192554686","kind":"news","pubTimestamp":1637629334,"share":"https://www.laohu8.com/m/news/1192554686?lang=zh_CN&edition=full","pubTime":"2021-11-23 09:02","market":"us","language":"en","title":"Samsung to Choose Taylor, Texas, for $17 Billion Chipmaking Factory<blockquote>三星将选择德克萨斯州泰勒建设耗资170亿美元的芯片制造工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192554686","media":"The Wall Street Journal","summary":"The announcement is expected at Tuesday event to be attended by Texas Gov. Greg Abbott, sources say\n","content":"<p>The announcement is expected at Tuesday event to be attended by Texas Gov. Greg Abbott, sources say</p><p><blockquote>消息人士称，预计德克萨斯州州长格雷格·阿博特将在周二的活动中宣布这一消息</blockquote></p><p> Samsung&nbsp;Electronics Co. plans to&nbsp;build a roughly $17 billion chip-making plant&nbsp;in Taylor, Texas, according to people familiar with the matter, a mega investment by the South Korean tech giant, as the Biden administration pushes for an expansion of U.S. semiconductor production.</p><p><blockquote>据知情人士透露，三星电子公司计划在德克萨斯州泰勒建造一座价值约170亿美元的芯片制造厂，这是这家韩国科技巨头在拜登政府推动扩大美国半导体生产之际的一项巨额投资。</blockquote></p><p> An announcement could come as early as Tuesday, people familiar with the matter said. Gov. Greg Abbott is scheduled to make an “economic announcement” Tuesday at 5 p.m. local time.</p><p><blockquote>知情人士称，最早可能于周二发布公告。州长格雷格·阿博特定于当地时间周二下午5点发布“经济公告”。</blockquote></p><p> The Taylor facility, located in central Texas, plans to create around 1,800 jobs, though chip production is not expected to start until the end of 2024, according to documents Samsung had previously filed with Texas authorities. To woo Samsung, Taylor had offered incentives that include the equivalent of property-tax breaks of up to 92.5% for the first 10 years, with the write-offs gradually declining over the next several decades.</p><p><blockquote>根据三星此前向德克萨斯州当局提交的文件，位于德克萨斯州中部的泰勒工厂计划创造约1800个就业岗位，但芯片生产预计要到2024年底才能开始。为了吸引三星，泰勒提供了一些激励措施，包括前10年高达92.5%的财产税减免，在接下来的几十年里，注销额逐渐下降。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung to Choose Taylor, Texas, for $17 Billion Chipmaking Factory<blockquote>三星将选择德克萨斯州泰勒建设耗资170亿美元的芯片制造工厂</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung to Choose Taylor, Texas, for $17 Billion Chipmaking Factory<blockquote>三星将选择德克萨斯州泰勒建设耗资170亿美元的芯片制造工厂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-11-23 09:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The announcement is expected at Tuesday event to be attended by Texas Gov. Greg Abbott, sources say</p><p><blockquote>消息人士称，预计德克萨斯州州长格雷格·阿博特将在周二的活动中宣布这一消息</blockquote></p><p> Samsung&nbsp;Electronics Co. plans to&nbsp;build a roughly $17 billion chip-making plant&nbsp;in Taylor, Texas, according to people familiar with the matter, a mega investment by the South Korean tech giant, as the Biden administration pushes for an expansion of U.S. semiconductor production.</p><p><blockquote>据知情人士透露，三星电子公司计划在德克萨斯州泰勒建造一座价值约170亿美元的芯片制造厂，这是这家韩国科技巨头在拜登政府推动扩大美国半导体生产之际的一项巨额投资。</blockquote></p><p> An announcement could come as early as Tuesday, people familiar with the matter said. Gov. Greg Abbott is scheduled to make an “economic announcement” Tuesday at 5 p.m. local time.</p><p><blockquote>知情人士称，最早可能于周二发布公告。州长格雷格·阿博特定于当地时间周二下午5点发布“经济公告”。</blockquote></p><p> The Taylor facility, located in central Texas, plans to create around 1,800 jobs, though chip production is not expected to start until the end of 2024, according to documents Samsung had previously filed with Texas authorities. To woo Samsung, Taylor had offered incentives that include the equivalent of property-tax breaks of up to 92.5% for the first 10 years, with the write-offs gradually declining over the next several decades.</p><p><blockquote>根据三星此前向德克萨斯州当局提交的文件，位于德克萨斯州中部的泰勒工厂计划创造约1800个就业岗位，但芯片生产预计要到2024年底才能开始。为了吸引三星，泰勒提供了一些激励措施，包括前10年高达92.5%的财产税减免，在接下来的几十年里，注销额逐渐下降。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/samsung-to-choose-taylor-texas-for-17-billion-chipmaking-factory-11637627613?mod=hp_lista_pos2\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子"},"source_url":"https://www.wsj.com/articles/samsung-to-choose-taylor-texas-for-17-billion-chipmaking-factory-11637627613?mod=hp_lista_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192554686","content_text":"The announcement is expected at Tuesday event to be attended by Texas Gov. Greg Abbott, sources say\nSamsung Electronics Co. plans to build a roughly $17 billion chip-making plant in Taylor, Texas, according to people familiar with the matter, a mega investment by the South Korean tech giant, as the Biden administration pushes for an expansion of U.S. semiconductor production.\nAn announcement could come as early as Tuesday, people familiar with the matter said. Gov. Greg Abbott is scheduled to make an “economic announcement” Tuesday at 5 p.m. local time.\nThe Taylor facility, located in central Texas, plans to create around 1,800 jobs, though chip production is not expected to start until the end of 2024, according to documents Samsung had previously filed with Texas authorities. To woo Samsung, Taylor had offered incentives that include the equivalent of property-tax breaks of up to 92.5% for the first 10 years, with the write-offs gradually declining over the next several decades.","news_type":1,"symbols_score_info":{"SSNLF":0.9}},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872565417,"gmtCreate":1637549083380,"gmtModify":1637549127663,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872565417","repostId":"2185826127","repostType":4,"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872800284,"gmtCreate":1637465891041,"gmtModify":1637465891154,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872800284","repostId":"1193739210","repostType":4,"repost":{"id":"1193739210","kind":"news","pubTimestamp":1637457862,"share":"https://www.laohu8.com/m/news/1193739210?lang=zh_CN&edition=full","pubTime":"2021-11-21 09:24","market":"us","language":"en","title":"Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?<blockquote>索诺集团是否有突破性创新可以消除“里程焦虑”？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193739210","media":"Investorplace","summary":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startu","content":"<p><div> In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO). That company is ...</p><p><blockquote><div>本周，世界上最有趣的电动汽车(EV)初创公司之一通过超级成功的首次公开募股(IPO)上市。那家公司是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Does Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?<blockquote>索诺集团是否有突破性创新可以消除“里程焦虑”？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoes Sono Group Have a Breakthrough Innovation That Could Put “Range Anxiety” to Bed?<blockquote>索诺集团是否有突破性创新可以消除“里程焦虑”？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investorplace</strong><span class=\"h-time small\">2021-11-21 09:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO). That company is ...</p><p><blockquote><div>本周，世界上最有趣的电动汽车(EV)初创公司之一通过超级成功的首次公开募股(IPO)上市。那家公司是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/\">Investorplace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SEV":"Aptera Motors"},"source_url":"https://investorplace.com/hypergrowthinvesting/2021/11/does-sono-group-have-a-breakthrough-innovation-that-could-put-range-anxiety-to-bed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193739210","content_text":"In a blink-and-you-miss-it moment this week, one of the most interestingelectric vehicle (EV) startupsin the worldwent publicthrough a super successful initial public offering (IPO).\nThat company is the Germany-based Sono Group(NASDAQ:SEV) – a small EV company that’s unlike any other electric vehicle firm on the planet. This isn’t the next Tesla(NASDAQ:TSLA),nor is it the next Lucid Group(NASDAQ:LCID) or Rivian(NASDAQ:RIVN)… and that’s by design.\nBecause, while all those EV makers are making plug-in electric vehicles, Sono is making the world’s firstsolar electric vehicle, or “SEV.”\nSoaring 150%-plus from its $15 IPO price Wednesday, investors have sat up to take notice of this company that is helmed by a CEO barely out of university.\nIndeed, at age 26, Sono founder Laurin Hahn cuts a very different image than your typical CEO. Hahn’s an environmentalist and idealist at heart, which is why Sono’s goal isn’t just to sell cars, but to “implement an innovative CO2-neutral mobility concept.” Out of that vision comes the Sion– an understated, no-frills attempt at designing an effective solar EV for the masses.\nAnd unlike the glossy, leather-clad premium electric vehicles dominating most conversations around EVs, the Sion actually feels like a vehicle designed to put the world on the right path toward net-zero carbon emissions.\nTo ensure its vision aligned with the needs of everyday drivers, the company’s signature vehicle – the Sion – had its users in mind from the very beginning. Everything from the color and upholstery of the car to the voltage and resulting range of the battery was voted on by a community of 15,000.\nAs for its look, the Sion essentially replaces the exterior aluminum and paint on an electric car with 248 flexible solar modules that are perfectly adapted to the shape of the vehicle.\nThe car looks, drives, and acts just like any other mass-market EV. But as it drives, it charges itself through these solar cells. There’s a still a battery at the core of the vehicle, but it doesn’t rely on being plugged in – the battery can be recharged by simply leaving it out in the sun.\nThe huge value-add here, of course, is solving so-called EV “range anxiety,” or the fear that EVs won’t be able to drive you as far as you need to go.\nTo-date, such fears have proven very legitimate. After all, your typical EV today fetches around 250 miles of driving range. Your average gas car can travel up to 400 miles per tank. So, yes, EVs have historically been limiting in terms of how far they can travel.\nSono Motors believes that its solar EV tech will fix this issue. And while it is a very innovative solution that we find super interesting, there’s just one small issue:It doesn’t actually solve the “range anxiety” problem.\nSono’s claim is that its solar cells collectively add about 70 miles of driving range to its Sion EV, which has a built-in driving range of 190 miles. Add it up, and even with these solar panels, the Sion still gets less than 300 miles of real-time driving range – much less than the 400 miles a gas-powered car fetches per tank.\nBut solar technology is not static –it’s very dynamic. And right now, scientists across the globe are working on multiple solar technology breakthroughs to dramatically improve the performance of solar cells. One such promising breakthrough is the inclusion of perovskites in solar cells. Perovskites are a very flexible material, and therefore, could be included in Sono’s solar mobility tech to significantly improve the performance of these SEVs.\nIn other words, while solar electric vehicles are cool, the underlying solar cell technology here is still many years away from being robust enough to actually solve EV range anxiety fears.\nThat’s the bad news.\nThe good news, though, is that we don’t evenneedsolar electric vehicles to solve range anxiety…\nBecause there is another breakthrough battery technology being pioneered today, which is ready to add not just 70 or 80 miles of driving range to an EV – but potentially thousands of miles of driving range to an EV, thereby allowing electric cars to travel as much as 10X as far as gas-powered cars on a single charge.\nThese batteries are the future and will forever solve the EV “range anxiety” problem.\nIt’s simple, really… With them, EVs will last forever.\nThe technology behind these forever batteries is exceptionally complex – so complex, in fact, that no one has been able to make one big enough to power an electric car yet.\nBut that’s changing right now, as some companies in this space have – for the first time ever – built small-scale “forever batteries” that are working. Now, all these companies have to do is scale these batteries and make them bigger.\nMake no mistake. They’re going to do just that. And the companies behind this forever battery technology will turn into titans of the EV industry.\nNot to mention,their stocks will score shareholders enormous returns.","news_type":1,"symbols_score_info":{"SEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876699481,"gmtCreate":1637299071469,"gmtModify":1637299071582,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876699481","repostId":"1148769228","repostType":4,"repost":{"id":"1148769228","kind":"news","pubTimestamp":1637290317,"share":"https://www.laohu8.com/m/news/1148769228?lang=zh_CN&edition=full","pubTime":"2021-11-19 10:51","market":"us","language":"en","title":"CVS to close 900 drugstores in three years to beef up health services<blockquote>CVS将在三年内关闭900家药店以加强医疗服务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148769228","media":"Reuters","summary":"(Reuters) - CVS Health Corp(CVS.N)will shut about 900 stores over the next three years, it said on T","content":"<p>(Reuters) - CVS Health Corp(CVS.N)will shut about 900 stores over the next three years, it said on Thursday as the company tries to adapt to changing consumer preferences by pivoting to new store formats that offer more health services.</p><p><blockquote>（路透社）-CVS Health Corp(CVS.N)周四表示，将在未来三年内关闭约900家商店，该公司试图通过转向提供更多健康服务的新商店形式来适应不断变化的消费者偏好。</blockquote></p><p> Best known for its chain of drugstores in more than 9,900 locations, the company has been working to expand its services since it acquired health insurer Aetna in 2018.</p><p><blockquote>该公司以其在9,900多个地点的连锁药店而闻名，自2018年收购健康保险公司Aetna以来，该公司一直致力于扩大其服务。</blockquote></p><p> CVS said that as part of its strategic review it would create an enhanced version of its health hubs that offer treatment for common ailments as well as chronic care to add more customers.</p><p><blockquote>CVS表示，作为其战略审查的一部分，它将创建一个增强版的健康中心，提供常见疾病的治疗以及慢性护理，以增加更多客户。</blockquote></p><p> The reduction in stores will result in CVS taking an impairment charge of between $1 billion and $1.2 billion in the fourth quarter.</p><p><blockquote>门店的减少将导致CVS在第四季度计提10亿至12亿美元的减值费用。</blockquote></p><p> People walk by a CVS pharmacy store in Manhattan, New York City, New York, U.S., November 17, 2021. REUTERS/Andrew Kelly</p><p><blockquote>2021年11月17日，人们走过美国纽约市曼哈顿的一家CVS药店。路透社/安德鲁·凯利</blockquote></p><p> As part of the new strategy, the company also created a new position of chief pharmacy officer and appointed executive vice president of specialty pharmacy and product innovation Prem Shah to the role.</p><p><blockquote>作为新战略的一部分，该公司还设立了首席药房官的新职位，并任命专业药房和产品创新执行副总裁Prem Shah担任该职位。</blockquote></p><p> \"We see this as consistent with our expected LT (long-term) strategy for CVS, moving to grow managed care and care delivery, while shrinking legacy bricks-and-mortar retail business,\" said Bernstein analyst Lance Wilkes in a note.</p><p><blockquote>伯恩斯坦分析师兰斯·威尔克斯(Lance Wilkes)在一份报告中表示：“我们认为这符合我们对CVS的预期LT（长期）战略，即发展管理式医疗和护理服务，同时收缩传统的实体零售业务。”</blockquote></p><p> Rival Walgreens Boots Alliance(WBA.O)also recently shifted focus beyond its drugstores, investing $5.2 billion in VillageMD and $330 million in post-acute and home care provider CareCentrix.read more</p><p><blockquote>竞争对手Walgreens Boots Alliance(WBA.O)最近也将重点转移到药店以外，向VillageMD投资52亿美元，向急性后护理和家庭护理提供商CareCentrix投资3.3亿美元。了解更多</blockquote></p><p> CVS cut its annual 2021 profit per share forecast to between $5.46 and $5.67 from $6.13 to $6.23, but stuck to its adjusted profit view saying there will be no impact from the store closures this year and the next.</p><p><blockquote>CVS将2021年年度每股利润预期从6.13美元至6.23美元下调至5.46美元至5.67美元，但坚持调整后的利润观点，称今明两年门店关闭不会产生影响。</blockquote></p><p> It also said Neela Montgomery, president of CVS Pharmacy, would leave company at the end of 2021.</p><p><blockquote>它还表示，CVS Pharmacy总裁Neela Montgomery将于2021年底离开公司。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CVS to close 900 drugstores in three years to beef up health services<blockquote>CVS将在三年内关闭900家药店以加强医疗服务</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCVS to close 900 drugstores in three years to beef up health services<blockquote>CVS将在三年内关闭900家药店以加强医疗服务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-19 10:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - CVS Health Corp(CVS.N)will shut about 900 stores over the next three years, it said on Thursday as the company tries to adapt to changing consumer preferences by pivoting to new store formats that offer more health services.</p><p><blockquote>（路透社）-CVS Health Corp(CVS.N)周四表示，将在未来三年内关闭约900家商店，该公司试图通过转向提供更多健康服务的新商店形式来适应不断变化的消费者偏好。</blockquote></p><p> Best known for its chain of drugstores in more than 9,900 locations, the company has been working to expand its services since it acquired health insurer Aetna in 2018.</p><p><blockquote>该公司以其在9,900多个地点的连锁药店而闻名，自2018年收购健康保险公司Aetna以来，该公司一直致力于扩大其服务。</blockquote></p><p> CVS said that as part of its strategic review it would create an enhanced version of its health hubs that offer treatment for common ailments as well as chronic care to add more customers.</p><p><blockquote>CVS表示，作为其战略审查的一部分，它将创建一个增强版的健康中心，提供常见疾病的治疗以及慢性护理，以增加更多客户。</blockquote></p><p> The reduction in stores will result in CVS taking an impairment charge of between $1 billion and $1.2 billion in the fourth quarter.</p><p><blockquote>门店的减少将导致CVS在第四季度计提10亿至12亿美元的减值费用。</blockquote></p><p> People walk by a CVS pharmacy store in Manhattan, New York City, New York, U.S., November 17, 2021. REUTERS/Andrew Kelly</p><p><blockquote>2021年11月17日，人们走过美国纽约市曼哈顿的一家CVS药店。路透社/安德鲁·凯利</blockquote></p><p> As part of the new strategy, the company also created a new position of chief pharmacy officer and appointed executive vice president of specialty pharmacy and product innovation Prem Shah to the role.</p><p><blockquote>作为新战略的一部分，该公司还设立了首席药房官的新职位，并任命专业药房和产品创新执行副总裁Prem Shah担任该职位。</blockquote></p><p> \"We see this as consistent with our expected LT (long-term) strategy for CVS, moving to grow managed care and care delivery, while shrinking legacy bricks-and-mortar retail business,\" said Bernstein analyst Lance Wilkes in a note.</p><p><blockquote>伯恩斯坦分析师兰斯·威尔克斯(Lance Wilkes)在一份报告中表示：“我们认为这符合我们对CVS的预期LT（长期）战略，即发展管理式医疗和护理服务，同时收缩传统的实体零售业务。”</blockquote></p><p> Rival Walgreens Boots Alliance(WBA.O)also recently shifted focus beyond its drugstores, investing $5.2 billion in VillageMD and $330 million in post-acute and home care provider CareCentrix.read more</p><p><blockquote>竞争对手Walgreens Boots Alliance(WBA.O)最近也将重点转移到药店以外，向VillageMD投资52亿美元，向急性后护理和家庭护理提供商CareCentrix投资3.3亿美元。了解更多</blockquote></p><p> CVS cut its annual 2021 profit per share forecast to between $5.46 and $5.67 from $6.13 to $6.23, but stuck to its adjusted profit view saying there will be no impact from the store closures this year and the next.</p><p><blockquote>CVS将2021年年度每股利润预期从6.13美元至6.23美元下调至5.46美元至5.67美元，但坚持调整后的利润观点，称今明两年门店关闭不会产生影响。</blockquote></p><p> It also said Neela Montgomery, president of CVS Pharmacy, would leave company at the end of 2021.</p><p><blockquote>它还表示，CVS Pharmacy总裁Neela Montgomery将于2021年底离开公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/healthcare-pharmaceuticals/cvs-health-close-stores-record-impairment-charge-2021-11-18/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVS":"西维斯健康"},"source_url":"https://www.reuters.com/business/healthcare-pharmaceuticals/cvs-health-close-stores-record-impairment-charge-2021-11-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148769228","content_text":"(Reuters) - CVS Health Corp(CVS.N)will shut about 900 stores over the next three years, it said on Thursday as the company tries to adapt to changing consumer preferences by pivoting to new store formats that offer more health services.\nBest known for its chain of drugstores in more than 9,900 locations, the company has been working to expand its services since it acquired health insurer Aetna in 2018.\nCVS said that as part of its strategic review it would create an enhanced version of its health hubs that offer treatment for common ailments as well as chronic care to add more customers.\nThe reduction in stores will result in CVS taking an impairment charge of between $1 billion and $1.2 billion in the fourth quarter.\nPeople walk by a CVS pharmacy store in Manhattan, New York City, New York, U.S., November 17, 2021. REUTERS/Andrew Kelly\nAs part of the new strategy, the company also created a new position of chief pharmacy officer and appointed executive vice president of specialty pharmacy and product innovation Prem Shah to the role.\n\"We see this as consistent with our expected LT (long-term) strategy for CVS, moving to grow managed care and care delivery, while shrinking legacy bricks-and-mortar retail business,\" said Bernstein analyst Lance Wilkes in a note.\nRival Walgreens Boots Alliance(WBA.O)also recently shifted focus beyond its drugstores, investing $5.2 billion in VillageMD and $330 million in post-acute and home care provider CareCentrix.read more\nCVS cut its annual 2021 profit per share forecast to between $5.46 and $5.67 from $6.13 to $6.23, but stuck to its adjusted profit view saying there will be no impact from the store closures this year and the next.\nIt also said Neela Montgomery, president of CVS Pharmacy, would leave company at the end of 2021.","news_type":1,"symbols_score_info":{"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871712954,"gmtCreate":1637112106105,"gmtModify":1637112106415,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871712954","repostId":"2184873748","repostType":4,"repost":{"id":"2184873748","kind":"news","pubTimestamp":1637110327,"share":"https://www.laohu8.com/m/news/2184873748?lang=zh_CN&edition=full","pubTime":"2021-11-17 08:52","market":"sg","language":"en","title":"Singapore non-oil exports strengthen with 17.9% jump in October<blockquote>新加坡10月份非石油出口增长17.9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2184873748","media":"The Straits Times","summary":"SINGAPORE - Singapore's non-oil domestic exports (Nodx) expanded in October at a faster pace than la","content":"<p><div> SINGAPORE - Singapore's non-oil domestic exports (Nodx) expanded in October at a faster pace than last month, driven by growth in both electronics and non-electronics shipments. Nodx rose by 17.9 per ...</p><p><blockquote><div>新加坡——在电子产品和非电子产品出货量增长的推动下，新加坡10月份非石油国内出口（Nodx）增速快于上月。Nodx上涨17.9%...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/economy/singapore-non-oil-exports-strengthen-with-179-jump-in-october\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/economy/singapore-non-oil-exports-strengthen-with-179-jump-in-october\">网页连接</a></blockquote></p><p></p>","source":"straits_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>Singapore non-oil exports strengthen with 17.9% jump in October<blockquote>新加坡10月份非石油出口增长17.9%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore non-oil exports strengthen with 17.9% jump in October<blockquote>新加坡10月份非石油出口增长17.9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-11-17 08:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> SINGAPORE - Singapore's non-oil domestic exports (Nodx) expanded in October at a faster pace than last month, driven by growth in both electronics and non-electronics shipments. Nodx rose by 17.9 per ...</p><p><blockquote><div>新加坡——在电子产品和非电子产品出货量增长的推动下，新加坡10月份非石油国内出口（Nodx）增速快于上月。Nodx上涨17.9%...</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/economy/singapore-non-oil-exports-strengthen-with-179-jump-in-october\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/economy/singapore-non-oil-exports-strengthen-with-179-jump-in-october\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/economy/singapore-non-oil-exports-strengthen-with-179-jump-in-october\">The Straits Times</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.straitstimes.com/business/economy/singapore-non-oil-exports-strengthen-with-179-jump-in-october","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184873748","content_text":"SINGAPORE - Singapore's non-oil domestic exports (Nodx) expanded in October at a faster pace than last month, driven by growth in both electronics and non-electronics shipments.\nNodx rose by 17.9 per cent in October, rising for an 11th consecutive month, following a revised 12 per cent increase in September, said Enterprise Singapore (ESG) on Wednesday (Nov 17).\nThe pace of annual growth was quicker than the 15.1 per cent forecast by economists in a Bloomberg poll.\nOn a month-on-month seasonally adjusted basis, Nodx increased by 4.2 per cent last month, after September's 1 per cent rise, ESG data showed.\nESG said Nodx growth over the year was led by non-electronic goods such as non-monetary gold, specialised machinery and petrochemicals.\nNon-electronic shipments grew by 18.9 per cent in October, following the 11.4 percent rise in the previous month.\nNon-monetary gold shipments surged 223.2 per cent, specialised machinery grew 49.3 per cent and petrochemicals rose 39.1 per cent.\nThe linchpin electronics sector saw exports expand by 14.9 per cent year-on-year, extending the 14.1 per cent gain in September.\nIntegrated circuits' shipments rose 22.6 per cent, PCs were up 18.1 per cent, and export of diodes and transistors rose by 19.8 per cent.\nNodx to the top markets as a whole rose in October, though exports to Thailand, the US and Hong Kong declined. The largest contributors to the rise in October Nodx were China, Malaysia.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871334657,"gmtCreate":1637025375997,"gmtModify":1637025376102,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"&nbsp;Good","listText":"&nbsp;Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871334657","repostId":"1140879609","repostType":4,"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873591395,"gmtCreate":1636956756661,"gmtModify":1636956756779,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873591395","repostId":"1136859135","repostType":4,"repost":{"id":"1136859135","kind":"news","pubTimestamp":1636947003,"share":"https://www.laohu8.com/m/news/1136859135?lang=zh_CN&edition=full","pubTime":"2021-11-15 11:30","market":"us","language":"en","title":"Pfizer’s Big Gamble Is Paying Off. Its Stock Is a Good Long-Term Bet.<blockquote>辉瑞的豪赌正在获得回报。它的股票是一个很好的长期赌注。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136859135","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的封面故事中，《巴伦周刊》认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据重申了《巴伦周刊》两年前提出的辉瑞公司的理由。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson &amp; Johnson (JNJ) and Eli Lilly (LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.<img src=\"https://static.tigerbbs.com/7b64a90a2587bba33128c2a9cf35a596\" tg-width=\"961\" tg-height=\"647\" width=\"100%\" height=\"auto\">The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉将疫苗分配不公平归咎于低收入国家，他告诉《巴伦周刊》，没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>","source":"market_watch","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>Pfizer’s Big Gamble Is Paying Off. Its Stock Is a Good Long-Term Bet.<blockquote>辉瑞的豪赌正在获得回报。它的股票是一个很好的长期赌注。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer’s Big Gamble Is Paying Off. Its Stock Is a Good Long-Term Bet.<blockquote>辉瑞的豪赌正在获得回报。它的股票是一个很好的长期赌注。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-15 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的封面故事中，《巴伦周刊》认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据重申了《巴伦周刊》两年前提出的辉瑞公司的理由。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson &amp; Johnson (JNJ) and Eli Lilly (LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.<img src=\"https://static.tigerbbs.com/7b64a90a2587bba33128c2a9cf35a596\" tg-width=\"961\" tg-height=\"647\" width=\"100%\" height=\"auto\">The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉将疫苗分配不公平归咎于低收入国家，他告诉《巴伦周刊》，没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=newsviewer_click\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.marketwatch.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1136859135","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":865832907,"gmtCreate":1632966196232,"gmtModify":1632966196420,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/865832907","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815864853,"gmtCreate":1630667298872,"gmtModify":1631892030480,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815864853","repostId":"2164876904","repostType":4,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":841156816,"gmtCreate":1635897806335,"gmtModify":1635897806453,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/841156816","repostId":"2180736486","repostType":4,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814461179,"gmtCreate":1630871614591,"gmtModify":1631892030473,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/814461179","repostId":"2164808914","repostType":4,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816953230,"gmtCreate":1630462036820,"gmtModify":1631892030493,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/816953230","repostId":"1193943153","repostType":4,"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831323954,"gmtCreate":1629290213878,"gmtModify":1631893805374,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831323954","repostId":"1131876419","repostType":4,"repost":{"id":"1131876419","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629288195,"share":"https://www.laohu8.com/m/news/1131876419?lang=zh_CN&edition=full","pubTime":"2021-08-18 20:03","market":"us","language":"en","title":"Toplines Before US Market Opens Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131876419","media":"Tiger Newspress","summary":"US equity futures and global markets were flat in listless trading as investors assessed the outlook","content":"<p>US equity futures and global markets were flat in listless trading as investors assessed the outlook for economic recovery and awaited the latest Federal Reserve minutes to gauge the direction of monetary policy while tracking the latest covid lockdown in New Zealand and on edge ahead of possible turbulence in Friday's OpEx. </p><p><blockquote>美国股指期货和全球市场在无精打采的交易中持平，投资者评估经济复苏前景，等待最新的美联储会议纪要来衡量货币政策的方向，同时跟踪新西兰最新的新冠疫情封锁，并在周五的运营支出可能出现动荡之前感到紧张。</blockquote></p><p> Overnight the MSCI Asia Pacific Index added 0.4% while Japan’s Topix index closed 0.4% higher. In Europe the Stoxx 600 Index was broadly unchanged. S&amp;P 500 futures pointed to a small move lower at the open, the 10-year Treasury yield was at 1.277%, oil rose and gold moved higher, while cryptos rebounded from a late Tuesday selloff.</p><p><blockquote>隔夜，MSCI亚太指数上涨0.4%，日本东证指数收盘上涨0.4%。在欧洲，斯托克600指数基本没有变化。标普500期货开盘小幅走低，10年期国债收益率为1.277%，油价上涨，黄金走高，而加密货币从周二晚间的抛售中反弹。</blockquote></p><p> At 7:55 a.m. ET, Dow E-minis were down 64 points, or 0.18%, S&amp;P 500 E-minis were down&nbsp;4 points, or 0.09% and Nasdaq 100 E-minis were&nbsp;up&nbsp;8 points, or 0.05%.</p><p><blockquote>截至美国东部时间上午7:55，道琼斯指数下跌64点，跌幅0.18%，标普500指数下跌4点，跌幅0.09%，纳斯达克100指数上涨8点，跌幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8765de5383459e16baef1249617b5b\" tg-width=\"1125\" tg-height=\"413\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <h3><b>Stocks making the biggest moves in the premarket:</b></h3> 1.&nbsp;<b><a href=\"https://laohu8.com/S/LOW\">Lowe's</a></b> – The home improvement retailer reported an adjusted quarterly profit of $4.25 per share, beating the consensus estimate of $4.01. Revenue beat forecasts, and the same-store sales decline of 1.6% was less than the 2.2% decline predicted by analysts. Lowe’s also raised its full-year financial outlook, as spending by builders and professionals rose. Lowe’s rallied 4.60% in the premarket.</p><p><blockquote><h3><b>盘前涨幅最大的股票：</b></h3>1. <b><a href=\"https://laohu8.com/S/LOW\">劳氏</a></b>-这家家居装修零售商报告调整后季度利润为每股4.25美元，超出市场普遍预期的4.01美元。营收超出预期，同店销售下滑1.6%小于分析师预测的2.2%降幅。由于建筑商和专业人士的支出增加，劳氏还上调了全年财务前景。劳氏(Lowe's)盘前上涨4.60%。</blockquote></p><p> 2.&nbsp;<b><a href=\"https://laohu8.com/S/TGT\">Target</a> </b>– The retailer beat estimates by 15 cents with adjusted quarterly earnings of $3.64 per share, and revenue slightly above analyst forecasts. Comparable store sales rose 8.9%, slightly above the 8.8% consensus estimate. Target shares added 2.42% in premarket trading.</p><p><blockquote>2. <b><a href=\"https://laohu8.com/S/TGT\">目标</a></b>-该零售商调整后季度收益为每股3.64美元，超出预期15美分，收入略高于分析师预期。同店销售额增长8.9%，略高于市场普遍预期的8.8%。塔吉特股价在盘前交易中上涨2.42%。</blockquote></p><p> 3.&nbsp;<b><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme, Inc.</a></b> – The doughnut chain fell a penny shy of Street forecasts with an adjusted quarterly profit of 13 cents per share, though revenue did beat estimates. Krispy Kreme also gave a better-than-expected revenue forecast, based on projected strength from online ordering and new menu items. The stock added 2.9% in premarket action.</p><p><blockquote>3. <b><a href=\"https://laohu8.com/S/DNUT\">克里斯皮·克雷姆公司。</a></b>–这家甜甜圈连锁店调整后季度利润为每股13美分，比华尔街预测低一美分，尽管收入确实超出了预期。基于在线订购和新菜单项的预计实力，Krispy Kreme还给出了好于预期的收入预测。该股在盘前上涨2.9%。</blockquote></p><p> 4.&nbsp;<b><a href=\"https://laohu8.com/S/ALC\">Alcon Inc.</a></b> – The maker of eyecare and surgical products surged 9.89% in the premarket, after reporting better-than-expected quarterly results and raising its full-year guidance. The quarter marked the debut of Alcon’s Vivity intraocular contact lens, which analysts say will help drive sales growth.</p><p><blockquote>4. <b><a href=\"https://laohu8.com/S/ALC\">爱尔康公司。</a></b>-这家眼部护理和手术产品制造商在公布好于预期的季度业绩并上调全年指引后，盘前股价飙升9.89%。本季度标志着爱尔康Vivity眼内隐形眼镜的首次亮相，分析师称这将有助于推动销售增长。</blockquote></p><p> 5.&nbsp;<b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– Moderna rose 1.74% in premarket trading while BioNTech gained 1.38%, ahead of an expected announcement by the White House calling for a booster shot for Americans already fully vaccinated against Covid-19.</p><p><blockquote>5. <b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a></b>, <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>-Moderna在盘前交易中上涨1.74%，BioNTech上涨1.38%，此前白宫预计将宣布为已经完全接种Covid-19疫苗的美国人接种加强针。</blockquote></p><p> 6.&nbsp;<b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile US</a></b> – Following an investigation, the wireless carrier now says the personal information of about 7.8 million customers was compromised in a recent data breach. That included dates of birth, social security numbers and driver’s license information, although no financial information was stolen.</p><p><blockquote>6. <b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile美国</a></b>-经过调查，该无线运营商现在表示，大约780万客户的个人信息在最近的数据泄露中遭到泄露。其中包括出生日期、社会安全号码和驾照信息，尽管没有财务信息被盗。</blockquote></p><p> 7.&nbsp;<b><a href=\"https://laohu8.com/S/VIAC\">Viacom CBS</a> </b>– Shares of the media giant gained 2.77% in premarket action after Wells Fargo Securities upgraded the stock to “overweight” from “equal weight”. Wells Fargo said ViacomCBS is one of the players poised to benefit from industry consolidation and it is also impressed by the upcoming programming slate for the company’s Paramount+ streaming service.</p><p><blockquote>7. <b><a href=\"https://laohu8.com/S/VIAC\">维亚康姆CBS</a></b>-富国银行证券将该股评级从“同等权重”上调至“跑赢大盘”后，该媒体巨头的股价在盘前上涨2.77%。富国银行表示，维亚康姆哥伦比亚广播公司是有望从行业整合中受益的参与者之一，该公司派拉蒙+流媒体服务即将推出的节目也给该公司留下了深刻的印象。</blockquote></p><p> 8. <b><a href=\"https://laohu8.com/S/BB\">BlackBerry</a></b> – The communications software maker said it released software patches to fix an issue with older versions of its QNX operating system and has notified all customers. U.S. officials had said earlier yesterday that the software flaw could put cars and medical equipment at risk. BlackBerry shares gained 1.34% in the premarket.</p><p><blockquote>8.<b><a href=\"https://laohu8.com/S/BB\">黑莓</a></b>-这家通信软件制造商表示，它发布了软件补丁来修复旧版本QNX操作系统的问题，并已通知所有客户。美国官员昨天早些时候曾表示，该软件缺陷可能会使汽车和医疗设备面临风险。黑莓股价盘前上涨1.34%。</blockquote></p><p> 9.&nbsp;<b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b> – The Canada-based cannabis producer’s shares surged 9.22% in premarket trading, after striking a deal to buy $166 million in convertible debt of U.S. producer MedMen Enterprises. Canadian producers cannot yet directly own a U.S.-based marijuana business, but Tilray could be poised to benefit from the deal if and when U.S. laws change.</p><p><blockquote>9. <b><a href=\"https://laohu8.com/S/TLRY\">蒂尔雷公司。</a></b>-这家总部位于加拿大的大麻生产商在达成购买美国生产商MedMen Enterprises 1.66亿美元可转换债务的协议后，其股价在盘前交易中飙升9.22%。加拿大生产商还不能直接拥有美国的大麻业务，但如果美国法律发生变化，Tilray可能会从这笔交易中受益。</blockquote></p><p> 10.&nbsp;<b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies</b>&nbsp;– Agilent gained 2.39% in the premarket after the life sciences company beat top and bottom-line estimates for its latest quarter and raised its full-year forecast. Agilent said its metrics were upbeat across all its units and added that its non-Covid diagnostics business has recovered beyond pre-pandemic levels.</p><p><blockquote>10. <b><a href=\"https://laohu8.com/S/A\">安捷伦</a>技术</b>-安捷伦在盘前上涨2.39%，此前这家生命科学公司超出了最新季度的营收和利润预期，并上调了全年预期。安捷伦表示，其所有部门的指标都很乐观，并补充说，其非新冠诊断业务已恢复到大流行前的水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Opens Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Opens Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-18 20:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>US equity futures and global markets were flat in listless trading as investors assessed the outlook for economic recovery and awaited the latest Federal Reserve minutes to gauge the direction of monetary policy while tracking the latest covid lockdown in New Zealand and on edge ahead of possible turbulence in Friday's OpEx. </p><p><blockquote>美国股指期货和全球市场在无精打采的交易中持平，投资者评估经济复苏前景，等待最新的美联储会议纪要来衡量货币政策的方向，同时跟踪新西兰最新的新冠疫情封锁，并在周五的运营支出可能出现动荡之前感到紧张。</blockquote></p><p> Overnight the MSCI Asia Pacific Index added 0.4% while Japan’s Topix index closed 0.4% higher. In Europe the Stoxx 600 Index was broadly unchanged. S&amp;P 500 futures pointed to a small move lower at the open, the 10-year Treasury yield was at 1.277%, oil rose and gold moved higher, while cryptos rebounded from a late Tuesday selloff.</p><p><blockquote>隔夜，MSCI亚太指数上涨0.4%，日本东证指数收盘上涨0.4%。在欧洲，斯托克600指数基本没有变化。标普500期货开盘小幅走低，10年期国债收益率为1.277%，油价上涨，黄金走高，而加密货币从周二晚间的抛售中反弹。</blockquote></p><p> At 7:55 a.m. ET, Dow E-minis were down 64 points, or 0.18%, S&amp;P 500 E-minis were down&nbsp;4 points, or 0.09% and Nasdaq 100 E-minis were&nbsp;up&nbsp;8 points, or 0.05%.</p><p><blockquote>截至美国东部时间上午7:55，道琼斯指数下跌64点，跌幅0.18%，标普500指数下跌4点，跌幅0.09%，纳斯达克100指数上涨8点，跌幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b8765de5383459e16baef1249617b5b\" tg-width=\"1125\" tg-height=\"413\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <h3><b>Stocks making the biggest moves in the premarket:</b></h3> 1.&nbsp;<b><a href=\"https://laohu8.com/S/LOW\">Lowe's</a></b> – The home improvement retailer reported an adjusted quarterly profit of $4.25 per share, beating the consensus estimate of $4.01. Revenue beat forecasts, and the same-store sales decline of 1.6% was less than the 2.2% decline predicted by analysts. Lowe’s also raised its full-year financial outlook, as spending by builders and professionals rose. Lowe’s rallied 4.60% in the premarket.</p><p><blockquote><h3><b>盘前涨幅最大的股票：</b></h3>1. <b><a href=\"https://laohu8.com/S/LOW\">劳氏</a></b>-这家家居装修零售商报告调整后季度利润为每股4.25美元，超出市场普遍预期的4.01美元。营收超出预期，同店销售下滑1.6%小于分析师预测的2.2%降幅。由于建筑商和专业人士的支出增加，劳氏还上调了全年财务前景。劳氏(Lowe's)盘前上涨4.60%。</blockquote></p><p> 2.&nbsp;<b><a href=\"https://laohu8.com/S/TGT\">Target</a> </b>– The retailer beat estimates by 15 cents with adjusted quarterly earnings of $3.64 per share, and revenue slightly above analyst forecasts. Comparable store sales rose 8.9%, slightly above the 8.8% consensus estimate. Target shares added 2.42% in premarket trading.</p><p><blockquote>2. <b><a href=\"https://laohu8.com/S/TGT\">目标</a></b>-该零售商调整后季度收益为每股3.64美元，超出预期15美分，收入略高于分析师预期。同店销售额增长8.9%，略高于市场普遍预期的8.8%。塔吉特股价在盘前交易中上涨2.42%。</blockquote></p><p> 3.&nbsp;<b><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme, Inc.</a></b> – The doughnut chain fell a penny shy of Street forecasts with an adjusted quarterly profit of 13 cents per share, though revenue did beat estimates. Krispy Kreme also gave a better-than-expected revenue forecast, based on projected strength from online ordering and new menu items. The stock added 2.9% in premarket action.</p><p><blockquote>3. <b><a href=\"https://laohu8.com/S/DNUT\">克里斯皮·克雷姆公司。</a></b>–这家甜甜圈连锁店调整后季度利润为每股13美分，比华尔街预测低一美分，尽管收入确实超出了预期。基于在线订购和新菜单项的预计实力，Krispy Kreme还给出了好于预期的收入预测。该股在盘前上涨2.9%。</blockquote></p><p> 4.&nbsp;<b><a href=\"https://laohu8.com/S/ALC\">Alcon Inc.</a></b> – The maker of eyecare and surgical products surged 9.89% in the premarket, after reporting better-than-expected quarterly results and raising its full-year guidance. The quarter marked the debut of Alcon’s Vivity intraocular contact lens, which analysts say will help drive sales growth.</p><p><blockquote>4. <b><a href=\"https://laohu8.com/S/ALC\">爱尔康公司。</a></b>-这家眼部护理和手术产品制造商在公布好于预期的季度业绩并上调全年指引后，盘前股价飙升9.89%。本季度标志着爱尔康Vivity眼内隐形眼镜的首次亮相，分析师称这将有助于推动销售增长。</blockquote></p><p> 5.&nbsp;<b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> </b>– Moderna rose 1.74% in premarket trading while BioNTech gained 1.38%, ahead of an expected announcement by the White House calling for a booster shot for Americans already fully vaccinated against Covid-19.</p><p><blockquote>5. <b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a></b>, <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>-Moderna在盘前交易中上涨1.74%，BioNTech上涨1.38%，此前白宫预计将宣布为已经完全接种Covid-19疫苗的美国人接种加强针。</blockquote></p><p> 6.&nbsp;<b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile US</a></b> – Following an investigation, the wireless carrier now says the personal information of about 7.8 million customers was compromised in a recent data breach. That included dates of birth, social security numbers and driver’s license information, although no financial information was stolen.</p><p><blockquote>6. <b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile美国</a></b>-经过调查，该无线运营商现在表示，大约780万客户的个人信息在最近的数据泄露中遭到泄露。其中包括出生日期、社会安全号码和驾照信息，尽管没有财务信息被盗。</blockquote></p><p> 7.&nbsp;<b><a href=\"https://laohu8.com/S/VIAC\">Viacom CBS</a> </b>– Shares of the media giant gained 2.77% in premarket action after Wells Fargo Securities upgraded the stock to “overweight” from “equal weight”. Wells Fargo said ViacomCBS is one of the players poised to benefit from industry consolidation and it is also impressed by the upcoming programming slate for the company’s Paramount+ streaming service.</p><p><blockquote>7. <b><a href=\"https://laohu8.com/S/VIAC\">维亚康姆CBS</a></b>-富国银行证券将该股评级从“同等权重”上调至“跑赢大盘”后，该媒体巨头的股价在盘前上涨2.77%。富国银行表示，维亚康姆哥伦比亚广播公司是有望从行业整合中受益的参与者之一，该公司派拉蒙+流媒体服务即将推出的节目也给该公司留下了深刻的印象。</blockquote></p><p> 8. <b><a href=\"https://laohu8.com/S/BB\">BlackBerry</a></b> – The communications software maker said it released software patches to fix an issue with older versions of its QNX operating system and has notified all customers. U.S. officials had said earlier yesterday that the software flaw could put cars and medical equipment at risk. BlackBerry shares gained 1.34% in the premarket.</p><p><blockquote>8.<b><a href=\"https://laohu8.com/S/BB\">黑莓</a></b>-这家通信软件制造商表示，它发布了软件补丁来修复旧版本QNX操作系统的问题，并已通知所有客户。美国官员昨天早些时候曾表示，该软件缺陷可能会使汽车和医疗设备面临风险。黑莓股价盘前上涨1.34%。</blockquote></p><p> 9.&nbsp;<b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b> – The Canada-based cannabis producer’s shares surged 9.22% in premarket trading, after striking a deal to buy $166 million in convertible debt of U.S. producer MedMen Enterprises. Canadian producers cannot yet directly own a U.S.-based marijuana business, but Tilray could be poised to benefit from the deal if and when U.S. laws change.</p><p><blockquote>9. <b><a href=\"https://laohu8.com/S/TLRY\">蒂尔雷公司。</a></b>-这家总部位于加拿大的大麻生产商在达成购买美国生产商MedMen Enterprises 1.66亿美元可转换债务的协议后，其股价在盘前交易中飙升9.22%。加拿大生产商还不能直接拥有美国的大麻业务，但如果美国法律发生变化，Tilray可能会从这笔交易中受益。</blockquote></p><p> 10.&nbsp;<b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies</b>&nbsp;– Agilent gained 2.39% in the premarket after the life sciences company beat top and bottom-line estimates for its latest quarter and raised its full-year forecast. Agilent said its metrics were upbeat across all its units and added that its non-Covid diagnostics business has recovered beyond pre-pandemic levels.</p><p><blockquote>10. <b><a href=\"https://laohu8.com/S/A\">安捷伦</a>技术</b>-安捷伦在盘前上涨2.39%，此前这家生命科学公司超出了最新季度的营收和利润预期，并上调了全年预期。安捷伦表示，其所有部门的指标都很乐观，并补充说，其非新冠诊断业务已恢复到大流行前的水平。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","BNTX":"BioNTech SE","LOW":"劳氏","A":"安捷伦科技","MRNA":"Moderna, Inc.","TLRY":"Tilray Inc.","TGT":"塔吉特"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131876419","content_text":"US equity futures and global markets were flat in listless trading as investors assessed the outlook for economic recovery and awaited the latest Federal Reserve minutes to gauge the direction of monetary policy while tracking the latest covid lockdown in New Zealand and on edge ahead of possible turbulence in Friday's OpEx. \nOvernight the MSCI Asia Pacific Index added 0.4% while Japan’s Topix index closed 0.4% higher. In Europe the Stoxx 600 Index was broadly unchanged. S&P 500 futures pointed to a small move lower at the open, the 10-year Treasury yield was at 1.277%, oil rose and gold moved higher, while cryptos rebounded from a late Tuesday selloff.\nAt 7:55 a.m. ET, Dow E-minis were down 64 points, or 0.18%, S&P 500 E-minis were down 4 points, or 0.09% and Nasdaq 100 E-minis were up 8 points, or 0.05%.\n\nStocks making the biggest moves in the premarket:\n1. Lowe's – The home improvement retailer reported an adjusted quarterly profit of $4.25 per share, beating the consensus estimate of $4.01. Revenue beat forecasts, and the same-store sales decline of 1.6% was less than the 2.2% decline predicted by analysts. Lowe’s also raised its full-year financial outlook, as spending by builders and professionals rose. Lowe’s rallied 4.60% in the premarket.\n2. Target – The retailer beat estimates by 15 cents with adjusted quarterly earnings of $3.64 per share, and revenue slightly above analyst forecasts. Comparable store sales rose 8.9%, slightly above the 8.8% consensus estimate. Target shares added 2.42% in premarket trading.\n3. Krispy Kreme, Inc. – The doughnut chain fell a penny shy of Street forecasts with an adjusted quarterly profit of 13 cents per share, though revenue did beat estimates. Krispy Kreme also gave a better-than-expected revenue forecast, based on projected strength from online ordering and new menu items. The stock added 2.9% in premarket action.\n4. Alcon Inc. – The maker of eyecare and surgical products surged 9.89% in the premarket, after reporting better-than-expected quarterly results and raising its full-year guidance. The quarter marked the debut of Alcon’s Vivity intraocular contact lens, which analysts say will help drive sales growth.\n5. Moderna, Inc., BioNTech SE – Moderna rose 1.74% in premarket trading while BioNTech gained 1.38%, ahead of an expected announcement by the White House calling for a booster shot for Americans already fully vaccinated against Covid-19.\n6. T-Mobile US – Following an investigation, the wireless carrier now says the personal information of about 7.8 million customers was compromised in a recent data breach. That included dates of birth, social security numbers and driver’s license information, although no financial information was stolen.\n7. Viacom CBS – Shares of the media giant gained 2.77% in premarket action after Wells Fargo Securities upgraded the stock to “overweight” from “equal weight”. Wells Fargo said ViacomCBS is one of the players poised to benefit from industry consolidation and it is also impressed by the upcoming programming slate for the company’s Paramount+ streaming service.\n8. BlackBerry – The communications software maker said it released software patches to fix an issue with older versions of its QNX operating system and has notified all customers. U.S. officials had said earlier yesterday that the software flaw could put cars and medical equipment at risk. BlackBerry shares gained 1.34% in the premarket.\n9. Tilray Inc. – The Canada-based cannabis producer’s shares surged 9.22% in premarket trading, after striking a deal to buy $166 million in convertible debt of U.S. producer MedMen Enterprises. Canadian producers cannot yet directly own a U.S.-based marijuana business, but Tilray could be poised to benefit from the deal if and when U.S. laws change.\n10. Agilent Technologies – Agilent gained 2.39% in the premarket after the life sciences company beat top and bottom-line estimates for its latest quarter and raised its full-year forecast. Agilent said its metrics were upbeat across all its units and added that its non-Covid diagnostics business has recovered beyond pre-pandemic levels.","news_type":1,"symbols_score_info":{"LOW":0.9,"A":0.9,"BNTX":0.9,"TGT":0.9,"MRNA":0.9,"VIAC":0.9,"BB":0.9,"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845047467,"gmtCreate":1636257556096,"gmtModify":1636257565036,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"&nbsp;Fokf","listText":"&nbsp;Fokf","text":"Fokf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845047467","repostId":"2181974224","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849181408,"gmtCreate":1635734912777,"gmtModify":1635734912902,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849181408","repostId":"1150912013","repostType":4,"repost":{"id":"1150912013","kind":"news","pubTimestamp":1635724788,"share":"https://www.laohu8.com/m/news/1150912013?lang=zh_CN&edition=full","pubTime":"2021-11-01 07:59","market":"us","language":"en","title":"What's the best month for stocks? Hint: the next four weeks<blockquote>股票最好的月份是哪个月？提示：接下来的四周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150912013","media":"finance.yahoo","summary":"The stock market’s record run is poised to gain steam in the weeks ahead — if history is any indication.The start of the holiday season is typically a strong time of year on Wall Street, a pattern that analysts point to as a reason to remain optimistic that the stock market will remain at all-time highs following a turbulent September.Historically, November has been the best month of the year for the stock market—both since 1950 and over the past decade, according to LPL Financial.“November is t","content":"<p>The stock market’s record run is poised to gain steam in the weeks ahead — if history is any indication.</p><p><blockquote>如果历史有任何迹象的话，股市创纪录的走势将在未来几周内获得动力。</blockquote></p><p> The start of the holiday season is typically a strong time of year on Wall Street, a pattern that analysts point to as a reason to remain optimistic that the stock market will remain at all-time highs following a turbulent September.</p><p><blockquote>假期的开始通常是华尔街一年中的强劲时期，分析师指出，这种模式是保持乐观的理由，即股市在经历了动荡的9月份后将保持在历史高点。</blockquote></p><p> Historically, November has been the best month of the year for the stock market—both since 1950 and over the past decade, according to LPL Financial.</p><p><blockquote>根据LPL Financial的数据，从历史上看，11月一直是股市一年中表现最好的月份——无论是自1950年以来还是过去十年。</blockquote></p><p> That’s not all. History shows the stock market’s strongest six-month period is November to April, according to the Stock Trader’s Almanac. November is also the first month of the market’s best three-month stretch, November to January.</p><p><blockquote>这还不是全部。根据股票交易者年鉴，历史表明股市最强劲的六个月是11月至4月。11月也是市场最好的三个月（11月至1月）的第一个月。</blockquote></p><p> Why is November the best?</p><p><blockquote>为什么11月是最好的？</blockquote></p><p> This seasonal strength is created by a combination of factors. For one thing, the final three months of the year are typically the best for stocks, with stocks rising 3.8% on average, according to LPL Financial.</p><p><blockquote>这种季节性强势是由多种因素共同造成的。一方面，根据LPL Financial的数据，一年中的最后三个月通常是股市最好的月份，股市平均上涨3.8%。</blockquote></p><p> Strong spending by shoppers during the holidays also tends to translate into strong quarters for consumer-focused businesses. Some analysts also attribute it to optimism during the holiday season, year-end portfolio adjustments and investors being on vacation.</p><p><blockquote>购物者在假期期间的强劲支出也往往会转化为以消费者为中心的企业的强劲季度。一些分析师还将其归因于假期期间的乐观情绪、年终投资组合调整以及投资者正在度假。</blockquote></p><p> “November is the best month of the year, but it doesn’t seem to get nearly as much love as you’d think,” Ryan Detrick, chief market strategist at LPL Financial, said in a note to clients. “We all assume December is the best month, but November is actually better and gets very little fanfare. Maybe it should be a month for the bulls, not for turkeys.”</p><p><blockquote>LPL Financial首席市场策略师瑞安·德特里克(Ryan Detrick)在给客户的一份报告中表示：“11月是一年中最好的月份，但它似乎并没有你想象的那么受欢迎。”“我们都认为12月是最好的月份，但11月实际上更好，而且很少大张旗鼓。也许这应该是多头的月份，而不是火鸡的月份。”</blockquote></p><p> Wall Street avoids spooky October</p><p><blockquote>华尔街避免幽灵般的十月</blockquote></p><p> While October is often considered a spooky month for investors, earning a bad reputation following the crashes of 1929, 1987 and during the global financial crisis in 2008, investors weren’t so fearful this year.</p><p><blockquote>虽然10月份对投资者来说通常被认为是一个幽灵般的月份，在1929年、1987年的崩盘和2008年全球金融危机期间赢得了坏名声，但今年投资者并没有那么害怕。</blockquote></p><p> After the S&amp;P 500 recorded its biggest monthly loss since the start of the coronavirus pandemic in September, the broad index rebounded more than 6% in October on further signs that corporate profits are growing once again following last year's recession.</p><p><blockquote>在标普500 9月份录得自冠状病毒大流行开始以来的最大月度跌幅后，由于有进一步迹象表明企业利润在去年衰退后再次增长，该指数在10月份反弹了6%以上。</blockquote></p><p> “It looks as though the market has resisted ‘Octoberphobia’ and averted the feared crashes or massacres that have given the month its bad reputation,” Jeff Hirsch, editor of the Stock Trader's Almanac, said in a note to clients.</p><p><blockquote>《股票交易者年鉴》编辑杰夫·赫希(Jeff Hirsch)在给客户的一份报告中表示：“看起来市场已经抵制了‘十月恐惧症’，避免了令人恐惧的崩盘或大屠杀，这些崩盘或大屠杀给这个月带来了坏名声。”</blockquote></p><p> To be sure, November has taken hits during bear markets, when major averages drop more than 20% from a recent peak.</p><p><blockquote>可以肯定的是，11月份在熊市期间遭受了打击，主要股指较近期峰值下跌了20%以上。</blockquote></p><p> For instance, November 2000 was the Nasdaq Composite’s second-worst month on record, with the technology-focused index plunging nearly 23%, according to the Stock Trader’s Almanac. Only October 1987 was worse, and that is when the \"Black Monday\" stock market crash occurred</p><p><blockquote>例如，根据股票交易者年鉴，2000年11月是纳斯达克综合指数有记录以来第二糟糕的月份，以科技为重点的指数暴跌近23%。只有1987年10月更糟糕，那是“黑色星期一”股灾发生的时候</blockquote></p><p> Why investors should be optimistic</p><p><blockquote>为什么投资者应该乐观</blockquote></p><p> The U.S. economy&nbsp;slowed substantially from July through September&nbsp;following a series of obstacles, including a surge in COVID-19 cases, supply chain bottlenecks, rising consumer prices and the fading effects of federal stimulus measures.</p><p><blockquote>在经历了一系列障碍后，美国经济从7月到9月大幅放缓，包括COVID-19病例激增、供应链瓶颈、消费者价格上涨以及联邦刺激措施效果减弱。</blockquote></p><p> But with COVID-19 cases now falling and vaccinations rising, most economists are branding the weak showing a soft patch in a still-robust recovery from the pandemic-induced recession, with a healthy rebound projected in the final months of the year.</p><p><blockquote>但随着新冠肺炎病例的下降和疫苗接种的增加，大多数经济学家认为，在从大流行引发的衰退中仍然强劲的复苏中，疲软表现出疲软，预计今年最后几个月将出现健康反弹。</blockquote></p><p> There are signs that there could be more gains to come on Wall Street in the final months of the year on strong seasonality trends, better-than-expected corporate earnings and falling COVID-19 cases. Market breadth has also improved, meaning that more stocks are participating in the rally, a sign of a healthy and strong market.</p><p><blockquote>有迹象表明，由于强劲的季节性趋势、好于预期的企业盈利以及COVID-19病例下降，今年最后几个月华尔街可能会出现更多上涨。市场广度也有所改善，这意味着更多股票参与涨势，这是市场健康强劲的标志。</blockquote></p><p> Jobless claims have also fallen steadily in recent weeks, with continuing claims sliding below 2.5 million recently for the first time since the coronavirus pandemic began.</p><p><blockquote>最近几周，申请失业救济人数也在稳步下降，最近申请失业救济人数自冠状病毒大流行开始以来首次降至250万以下。</blockquote></p><p> After suffering its first 5% pullback of 2021 in early October, the S&amp;P 500 has come roaring back and closed at a record high on October 21. The S&amp;P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way.</p><p><blockquote>在10月初经历了2021年首次5%的回调后，标普500卷土重来，并于10月21日收于历史新高。标普500指数今年迄今已上涨逾20%，一路上创下50多个历史新高。</blockquote></p><p> That could be a positive sign for investors in the coming months. The past seven times the S&amp;P 500 had risen 15% for the year heading into the fourth quarter, that final quarter ended up higher each time, rising 5.8%, data from LPL Financial showed.</p><p><blockquote>这对未来几个月的投资者来说可能是一个积极的信号。LPL Financial的数据显示，过去七次标普500在第四季度之前上涨了15%，最后一个季度每次都上涨了5.8%。</blockquote></p><p> “We firmly believe that new highs are something to be embraced, not feared, and history shows that new highs tend to come in bunches—something that has certainly been true so far this year,” according to Detrick.</p><p><blockquote>德特里克表示：“我们坚信，新高是值得拥抱的，而不是害怕的，历史表明，新高往往会成群结队地出现——今年到目前为止，情况确实如此。”</blockquote></p><p></p>","source":"lsy1612507957220","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>What's the best month for stocks? Hint: the next four weeks<blockquote>股票最好的月份是哪个月？提示：接下来的四周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's the best month for stocks? Hint: the next four weeks<blockquote>股票最好的月份是哪个月？提示：接下来的四周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-01 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market’s record run is poised to gain steam in the weeks ahead — if history is any indication.</p><p><blockquote>如果历史有任何迹象的话，股市创纪录的走势将在未来几周内获得动力。</blockquote></p><p> The start of the holiday season is typically a strong time of year on Wall Street, a pattern that analysts point to as a reason to remain optimistic that the stock market will remain at all-time highs following a turbulent September.</p><p><blockquote>假期的开始通常是华尔街一年中的强劲时期，分析师指出，这种模式是保持乐观的理由，即股市在经历了动荡的9月份后将保持在历史高点。</blockquote></p><p> Historically, November has been the best month of the year for the stock market—both since 1950 and over the past decade, according to LPL Financial.</p><p><blockquote>根据LPL Financial的数据，从历史上看，11月一直是股市一年中表现最好的月份——无论是自1950年以来还是过去十年。</blockquote></p><p> That’s not all. History shows the stock market’s strongest six-month period is November to April, according to the Stock Trader’s Almanac. November is also the first month of the market’s best three-month stretch, November to January.</p><p><blockquote>这还不是全部。根据股票交易者年鉴，历史表明股市最强劲的六个月是11月至4月。11月也是市场最好的三个月（11月至1月）的第一个月。</blockquote></p><p> Why is November the best?</p><p><blockquote>为什么11月是最好的？</blockquote></p><p> This seasonal strength is created by a combination of factors. For one thing, the final three months of the year are typically the best for stocks, with stocks rising 3.8% on average, according to LPL Financial.</p><p><blockquote>这种季节性强势是由多种因素共同造成的。一方面，根据LPL Financial的数据，一年中的最后三个月通常是股市最好的月份，股市平均上涨3.8%。</blockquote></p><p> Strong spending by shoppers during the holidays also tends to translate into strong quarters for consumer-focused businesses. Some analysts also attribute it to optimism during the holiday season, year-end portfolio adjustments and investors being on vacation.</p><p><blockquote>购物者在假期期间的强劲支出也往往会转化为以消费者为中心的企业的强劲季度。一些分析师还将其归因于假期期间的乐观情绪、年终投资组合调整以及投资者正在度假。</blockquote></p><p> “November is the best month of the year, but it doesn’t seem to get nearly as much love as you’d think,” Ryan Detrick, chief market strategist at LPL Financial, said in a note to clients. “We all assume December is the best month, but November is actually better and gets very little fanfare. Maybe it should be a month for the bulls, not for turkeys.”</p><p><blockquote>LPL Financial首席市场策略师瑞安·德特里克(Ryan Detrick)在给客户的一份报告中表示：“11月是一年中最好的月份，但它似乎并没有你想象的那么受欢迎。”“我们都认为12月是最好的月份，但11月实际上更好，而且很少大张旗鼓。也许这应该是多头的月份，而不是火鸡的月份。”</blockquote></p><p> Wall Street avoids spooky October</p><p><blockquote>华尔街避免幽灵般的十月</blockquote></p><p> While October is often considered a spooky month for investors, earning a bad reputation following the crashes of 1929, 1987 and during the global financial crisis in 2008, investors weren’t so fearful this year.</p><p><blockquote>虽然10月份对投资者来说通常被认为是一个幽灵般的月份，在1929年、1987年的崩盘和2008年全球金融危机期间赢得了坏名声，但今年投资者并没有那么害怕。</blockquote></p><p> After the S&amp;P 500 recorded its biggest monthly loss since the start of the coronavirus pandemic in September, the broad index rebounded more than 6% in October on further signs that corporate profits are growing once again following last year's recession.</p><p><blockquote>在标普500 9月份录得自冠状病毒大流行开始以来的最大月度跌幅后，由于有进一步迹象表明企业利润在去年衰退后再次增长，该指数在10月份反弹了6%以上。</blockquote></p><p> “It looks as though the market has resisted ‘Octoberphobia’ and averted the feared crashes or massacres that have given the month its bad reputation,” Jeff Hirsch, editor of the Stock Trader's Almanac, said in a note to clients.</p><p><blockquote>《股票交易者年鉴》编辑杰夫·赫希(Jeff Hirsch)在给客户的一份报告中表示：“看起来市场已经抵制了‘十月恐惧症’，避免了令人恐惧的崩盘或大屠杀，这些崩盘或大屠杀给这个月带来了坏名声。”</blockquote></p><p> To be sure, November has taken hits during bear markets, when major averages drop more than 20% from a recent peak.</p><p><blockquote>可以肯定的是，11月份在熊市期间遭受了打击，主要股指较近期峰值下跌了20%以上。</blockquote></p><p> For instance, November 2000 was the Nasdaq Composite’s second-worst month on record, with the technology-focused index plunging nearly 23%, according to the Stock Trader’s Almanac. Only October 1987 was worse, and that is when the \"Black Monday\" stock market crash occurred</p><p><blockquote>例如，根据股票交易者年鉴，2000年11月是纳斯达克综合指数有记录以来第二糟糕的月份，以科技为重点的指数暴跌近23%。只有1987年10月更糟糕，那是“黑色星期一”股灾发生的时候</blockquote></p><p> Why investors should be optimistic</p><p><blockquote>为什么投资者应该乐观</blockquote></p><p> The U.S. economy&nbsp;slowed substantially from July through September&nbsp;following a series of obstacles, including a surge in COVID-19 cases, supply chain bottlenecks, rising consumer prices and the fading effects of federal stimulus measures.</p><p><blockquote>在经历了一系列障碍后，美国经济从7月到9月大幅放缓，包括COVID-19病例激增、供应链瓶颈、消费者价格上涨以及联邦刺激措施效果减弱。</blockquote></p><p> But with COVID-19 cases now falling and vaccinations rising, most economists are branding the weak showing a soft patch in a still-robust recovery from the pandemic-induced recession, with a healthy rebound projected in the final months of the year.</p><p><blockquote>但随着新冠肺炎病例的下降和疫苗接种的增加，大多数经济学家认为，在从大流行引发的衰退中仍然强劲的复苏中，疲软表现出疲软，预计今年最后几个月将出现健康反弹。</blockquote></p><p> There are signs that there could be more gains to come on Wall Street in the final months of the year on strong seasonality trends, better-than-expected corporate earnings and falling COVID-19 cases. Market breadth has also improved, meaning that more stocks are participating in the rally, a sign of a healthy and strong market.</p><p><blockquote>有迹象表明，由于强劲的季节性趋势、好于预期的企业盈利以及COVID-19病例下降，今年最后几个月华尔街可能会出现更多上涨。市场广度也有所改善，这意味着更多股票参与涨势，这是市场健康强劲的标志。</blockquote></p><p> Jobless claims have also fallen steadily in recent weeks, with continuing claims sliding below 2.5 million recently for the first time since the coronavirus pandemic began.</p><p><blockquote>最近几周，申请失业救济人数也在稳步下降，最近申请失业救济人数自冠状病毒大流行开始以来首次降至250万以下。</blockquote></p><p> After suffering its first 5% pullback of 2021 in early October, the S&amp;P 500 has come roaring back and closed at a record high on October 21. The S&amp;P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way.</p><p><blockquote>在10月初经历了2021年首次5%的回调后，标普500卷土重来，并于10月21日收于历史新高。标普500指数今年迄今已上涨逾20%，一路上创下50多个历史新高。</blockquote></p><p> That could be a positive sign for investors in the coming months. The past seven times the S&amp;P 500 had risen 15% for the year heading into the fourth quarter, that final quarter ended up higher each time, rising 5.8%, data from LPL Financial showed.</p><p><blockquote>这对未来几个月的投资者来说可能是一个积极的信号。LPL Financial的数据显示，过去七次标普500在第四季度之前上涨了15%，最后一个季度每次都上涨了5.8%。</blockquote></p><p> “We firmly believe that new highs are something to be embraced, not feared, and history shows that new highs tend to come in bunches—something that has certainly been true so far this year,” according to Detrick.</p><p><blockquote>德特里克表示：“我们坚信，新高是值得拥抱的，而不是害怕的，历史表明，新高往往会成群结队地出现——今年到目前为止，情况确实如此。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/whats-best-month-stocks-hint-110106336.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/whats-best-month-stocks-hint-110106336.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150912013","content_text":"The stock market’s record run is poised to gain steam in the weeks ahead — if history is any indication.\nThe start of the holiday season is typically a strong time of year on Wall Street, a pattern that analysts point to as a reason to remain optimistic that the stock market will remain at all-time highs following a turbulent September.\nHistorically, November has been the best month of the year for the stock market—both since 1950 and over the past decade, according to LPL Financial.\nThat’s not all. History shows the stock market’s strongest six-month period is November to April, according to the Stock Trader’s Almanac. November is also the first month of the market’s best three-month stretch, November to January.\nWhy is November the best?\nThis seasonal strength is created by a combination of factors. For one thing, the final three months of the year are typically the best for stocks, with stocks rising 3.8% on average, according to LPL Financial.\nStrong spending by shoppers during the holidays also tends to translate into strong quarters for consumer-focused businesses. Some analysts also attribute it to optimism during the holiday season, year-end portfolio adjustments and investors being on vacation.\n“November is the best month of the year, but it doesn’t seem to get nearly as much love as you’d think,” Ryan Detrick, chief market strategist at LPL Financial, said in a note to clients. “We all assume December is the best month, but November is actually better and gets very little fanfare. Maybe it should be a month for the bulls, not for turkeys.”\nWall Street avoids spooky October\nWhile October is often considered a spooky month for investors, earning a bad reputation following the crashes of 1929, 1987 and during the global financial crisis in 2008, investors weren’t so fearful this year.\nAfter the S&P 500 recorded its biggest monthly loss since the start of the coronavirus pandemic in September, the broad index rebounded more than 6% in October on further signs that corporate profits are growing once again following last year's recession.\n“It looks as though the market has resisted ‘Octoberphobia’ and averted the feared crashes or massacres that have given the month its bad reputation,” Jeff Hirsch, editor of the Stock Trader's Almanac, said in a note to clients.\nTo be sure, November has taken hits during bear markets, when major averages drop more than 20% from a recent peak.\nFor instance, November 2000 was the Nasdaq Composite’s second-worst month on record, with the technology-focused index plunging nearly 23%, according to the Stock Trader’s Almanac. Only October 1987 was worse, and that is when the \"Black Monday\" stock market crash occurred\nWhy investors should be optimistic\nThe U.S. economy slowed substantially from July through September following a series of obstacles, including a surge in COVID-19 cases, supply chain bottlenecks, rising consumer prices and the fading effects of federal stimulus measures.\nBut with COVID-19 cases now falling and vaccinations rising, most economists are branding the weak showing a soft patch in a still-robust recovery from the pandemic-induced recession, with a healthy rebound projected in the final months of the year.\nThere are signs that there could be more gains to come on Wall Street in the final months of the year on strong seasonality trends, better-than-expected corporate earnings and falling COVID-19 cases. Market breadth has also improved, meaning that more stocks are participating in the rally, a sign of a healthy and strong market.\nJobless claims have also fallen steadily in recent weeks, with continuing claims sliding below 2.5 million recently for the first time since the coronavirus pandemic began.\nAfter suffering its first 5% pullback of 2021 in early October, the S&P 500 has come roaring back and closed at a record high on October 21. The S&P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way.\nThat could be a positive sign for investors in the coming months. The past seven times the S&P 500 had risen 15% for the year heading into the fourth quarter, that final quarter ended up higher each time, rising 5.8%, data from LPL Financial showed.\n“We firmly believe that new highs are something to be embraced, not feared, and history shows that new highs tend to come in bunches—something that has certainly been true so far this year,” according to Detrick.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820480770,"gmtCreate":1633415677663,"gmtModify":1633415677945,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/820480770","repostId":"2172968917","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600311170,"gmtCreate":1638066328792,"gmtModify":1638066328908,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600311170","repostId":"2186282013","repostType":4,"isVote":1,"tweetType":1,"viewCount":2724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814016110,"gmtCreate":1630727054930,"gmtModify":1631892030478,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/814016110","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811198035,"gmtCreate":1630294613627,"gmtModify":1704957977046,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Hood","listText":"Hood","text":"Hood","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811198035","repostId":"2163776380","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600234330,"gmtCreate":1638155494839,"gmtModify":1638155494989,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600234330","repostId":"1119853738","repostType":4,"repost":{"id":"1119853738","kind":"news","pubTimestamp":1638153494,"share":"https://www.laohu8.com/m/news/1119853738?lang=zh_CN&edition=full","pubTime":"2021-11-29 10:38","market":"us","language":"en","title":"Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119853738","media":"Motley Fool","summary":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday","content":"<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-29 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119853738","content_text":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.\nWhile there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.\nHow should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers Moderna(NASDAQ:MRNA),Pfizer(NYSE:PFE), and Novavax(NASDAQ:NVAX) all vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.\nThe pandemic's latest twist makes these three stocks screaming buys\nModerna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.\nPfizer, for its part, said that its BioNTech-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.\nWhy are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.\nWhile Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.\nOn the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have dipped in the back half of 2021 in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.\nWhat's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.\nIn short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.","news_type":1,"symbols_score_info":{"MRNA":0.9,"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872565417,"gmtCreate":1637549083380,"gmtModify":1637549127663,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872565417","repostId":"2185826127","repostType":4,"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848618867,"gmtCreate":1635994051024,"gmtModify":1635994181360,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848618867","repostId":"2180636457","repostType":4,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858683109,"gmtCreate":1635044597255,"gmtModify":1635044597534,"author":{"id":"3582719067968878","authorId":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582719067968878","authorIdStr":"3582719067968878"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858683109","repostId":"1100055241","repostType":4,"repost":{"id":"1100055241","kind":"news","pubTimestamp":1635040192,"share":"https://www.laohu8.com/m/news/1100055241?lang=zh_CN&edition=full","pubTime":"2021-10-24 09:49","market":"us","language":"en","title":"Intel: Good Value Or Value Trap?<blockquote>英特尔：良好的价值还是价值陷阱？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100055241","media":"Seeking Alpha","summary":"Intel had a mixed earnings report that sent some investors running for the hills.The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.After the sell-off, is Intel a good value or a value trap?The waters have been pretty rough for Intel Corp.  investors over the past few years.It seems like every time the sun comes out...there is another storm right around the corner.As highlighted on the earning","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的盈利报告好坏参半，让一些投资者纷纷逃亡。</li><li>该公司的盈利超出预期，实际上提高了2021年的指引，但他们暗示供应链问题仍然存在，2022年的盈利能力将会较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock未通过Getty Images发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司(INTC)投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来......又有一场暴风雨即将来临。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚财报看涨期权所强调的那样，英特尔酝酿的下一场“风暴”是持续的供应链问题（PC业务的零部件短缺）以及资本支出需求上升导致的近期盈利能力下降，这导致该股暴跌11%今天早上坠入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，可以淡化涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍面临着相当多的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔犯了一些有据可查的制造错误，导致了重大延误和一些市场份额的损失……主要是超微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在2022年花费250亿至280亿美元，并且刚刚破土动工建设了一些新晶圆厂。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力在未来几年是（并将继续是）该公司的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何构建交易来利用股票的上涨潜力（在这次回调之后），同时保护自己免受近期更多下跌（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是一个“三网融合”交易的完美局面！</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司。</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>部门/行业：</b>科技/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔开创了微处理器x86架构。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也一直在向新的领域扩张。其中包括物联网、人工智能和汽车等领域。英特尔在并购方面一直很活跃，收购了Altera、Mobileye和Habana Labs，以加强这些在非PC领域的努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前的交易价格相对于其所有长期估值指标都有相当大的折扣（因此价值排名为10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的预期市盈率较其历史市盈率（2021年收益的10.6倍）有很大折扣。<i>请注意，该公司实际上刚刚将2021财年收益指引上调至每股5.28美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们绝对认为未来可能有一些利润率扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您对2021财年每股5.28美元的共识预期收益仅进行12-14倍的倍数，则相当于股价为63.00-73.00美元（较当前水平上涨25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里...</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三网融合”交易涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前不拥有INTC股票，您会希望在撰写担保看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将使您能够利用股票的上涨潜力，同时也保护一些近期的下跌（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第1步：卖出现金担保看跌期权（头寸规模的50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三网融合交易的第一步是以目标头寸规模的50%出售股票的现金担保看跌期权。例如，如果您想拥有400股INTC股票...您将出售2份现金担保看跌合约，代表200股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul><i>请注意，保费收益率和安全边际之间总是呈负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们喜欢INTC短期内的45.00美元至50.00美元的范围。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11月19日$47.50.00看跌期权（距离到期28天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：约0.58美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第二步：买入股票（头寸规模的50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：截至发稿时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第3步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三网融合的第二步是买入股票（目标持仓规模的50%）。例如，如果您想拥有400股INTC股票...你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第3步：出售股票头寸的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>有了备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论如何您都可以保留您的看涨期权期权溢价。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们喜欢INTC近期的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易价格略高，然后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保的评级，我肯定会考虑减少保费收入以保留更多潜在的上行利润。例如，53.00美元的看涨期权将为您每月额外提供0.5%的收入（年化6.0%）...这基本上将使您的股票股息收益率增加两倍！</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11月19日53.00美元看涨期权（距离到期还有28天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：约0.25美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上升利润百分比：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三网融合交易将使您能够利用INTC股票的上涨潜力，同时如果股价短期走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以冲洗并重复三网融合交易！</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Good Value Or Value Trap?<blockquote>英特尔：良好的价值还是价值陷阱？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel: Good Value Or Value Trap?<blockquote>英特尔：良好的价值还是价值陷阱？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-24 09:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的盈利报告好坏参半，让一些投资者纷纷逃亡。</li><li>该公司的盈利超出预期，实际上提高了2021年的指引，但他们暗示供应链问题仍然存在，2022年的盈利能力将会较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock未通过Getty Images发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司(INTC)投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来......又有一场暴风雨即将来临。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚财报看涨期权所强调的那样，英特尔酝酿的下一场“风暴”是持续的供应链问题（PC业务的零部件短缺）以及资本支出需求上升导致的近期盈利能力下降，这导致该股暴跌11%今天早上坠入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，可以淡化涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍面临着相当多的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔犯了一些有据可查的制造错误，导致了重大延误和一些市场份额的损失……主要是超微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在2022年花费250亿至280亿美元，并且刚刚破土动工建设了一些新晶圆厂。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力在未来几年是（并将继续是）该公司的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何构建交易来利用股票的上涨潜力（在这次回调之后），同时保护自己免受近期更多下跌（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是一个“三网融合”交易的完美局面！</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司。</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>部门/行业：</b>科技/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔开创了微处理器x86架构。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也一直在向新的领域扩张。其中包括物联网、人工智能和汽车等领域。英特尔在并购方面一直很活跃，收购了Altera、Mobileye和Habana Labs，以加强这些在非PC领域的努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上涨潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前的交易价格相对于其所有长期估值指标都有相当大的折扣（因此价值排名为10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的预期市盈率较其历史市盈率（2021年收益的10.6倍）有很大折扣。<i>请注意，该公司实际上刚刚将2021财年收益指引上调至每股5.28美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们绝对认为未来可能有一些利润率扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您对2021财年每股5.28美元的共识预期收益仅进行12-14倍的倍数，则相当于股价为63.00-73.00美元（较当前水平上涨25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里...</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三网融合”交易涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前不拥有INTC股票，您会希望在撰写担保看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将使您能够利用股票的上涨潜力，同时也保护一些近期的下跌（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第1步：卖出现金担保看跌期权（头寸规模的50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三网融合交易的第一步是以目标头寸规模的50%出售股票的现金担保看跌期权。例如，如果您想拥有400股INTC股票...您将出售2份现金担保看跌合约，代表200股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul><i>请注意，保费收益率和安全边际之间总是呈负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们喜欢INTC短期内的45.00美元至50.00美元的范围。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11月19日$47.50.00看跌期权（距离到期28天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：约0.58美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第二步：买入股票（头寸规模的50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：截至发稿时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第3步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三网融合的第二步是买入股票（目标持仓规模的50%）。例如，如果您想拥有400股INTC股票...你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第3步：出售股票头寸的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>有了备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论如何您都可以保留您的看涨期权期权溢价。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们喜欢INTC近期的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易价格略高，然后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保的评级，我肯定会考虑减少保费收入以保留更多潜在的上行利润。例如，53.00美元的看涨期权将为您每月额外提供0.5%的收入（年化6.0%）...这基本上将使您的股票股息收益率增加两倍！</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11月19日53.00美元看涨期权（距离到期还有28天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：约0.25美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上升利润百分比：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三网融合交易将使您能够利用INTC股票的上涨潜力，同时如果股价短期走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以冲洗并重复三网融合交易！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100055241","content_text":"Summary\n\nIntel had a mixed earnings report that sent some investors running for the hills.\nThe company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.\nAfter the sell-off, is Intel a good value or a value trap?\n\n4kodiak/iStock Unreleased via Getty Images\nThe waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.\nIt seems like every time the sun comes out...there is another storm right around the corner.\nAs highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.\n\nHowever, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.\nTo be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).\nSpecifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).\nThis has triggered concern amongst investors that the stock may be a potential \"value trap\" now.\nAll that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.\nPersonally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.\nSo how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?\nIt's a perfect situation for a \"Triple Play\" trade!\nIntel Corp.\nSector/Industry:Technology/Semiconductors\n\n Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.\n\nSource: YCharts\nValuation/Upside Potential\nIntel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).\nSpecifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share.\nThat said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.\nIf you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).\nAlthough it probably won't get there in a straight line...\n\"Triple Play\" Trade Analysis\nA \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.\nSource: Option Income Advisor\nNote that if you don't currently own INTC stock, you will want to buy it before you write the covered call.\nThis trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).\nStep 1: Sell Cash-Secured Puts (50% of position size)\nThe first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nNote that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nInvestors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.\nAs discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:\nINTC Nov 19th $47.50.00 Put (28 days until expiration)\n\nOption Premium: ~$0.58 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 4.2%\nDelta: 28\n\nStep 2: Buy the Stock (50% of position size)\nNote: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.\nThe second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.\nStep 3: Sell Covered Calls On Your Stock Position (*optional*)\nA covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.\nWith a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.\nAs discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.\nThat said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!\nINTC Nov 19th $53.00 Call (28 days until expiration)\n\nOption Premium: ~$0.25 premium\nAverage Monthly Yield %: 0.5% (6.0% annualized)\nUpside Profit %: 7.4%\nDelta: 15\n\nConclusion\nThis Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. 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