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2c5d11d6
2021-11-21
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2021-10-22
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‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move
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2021-11-26
I want it that way
昨夜今晨:黎巴嫩汇率还在崩!欧股普涨美股休市
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2021-12-01
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外媒头条:鲍威尔放弃通胀暂时论,称可能提前完成taper
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2021-11-11
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Wall Street closes lower as economic data raises long-term inflation threat
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2021-11-03
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Singapore stocks to watch: UOB, OCBC, CapitaLand Investment, SingPost, OUE C-Reit
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2021-11-12
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want it that way","listText":"I want it that way","text":"I want it that way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877370996","repostId":"1185856092","repostType":2,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872893030,"gmtCreate":1637468134558,"gmtModify":1637468134653,"author":{"id":"4091413242261500","authorId":"4091413242261500","name":"2c5d11d6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lauda","listText":"Lauda","text":"Lauda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872893030","repostId":"2184782893","repostType":2,"repost":{"id":"2184782893","pubTimestamp":1637464884,"share":"https://www.laohu8.com/m/news/2184782893?lang=&edition=full","pubTime":"2021-11-21 11:21","market":"us","language":"en","title":"3 Top Chip Stocks Ready for Bull Runs","url":"https://stock-news.laohu8.com/highlight/detail?id=2184782893","media":"Motley Fool","summary":"ASML, UMC, and Micron could all still have a lot of upside potential.","content":"<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.</p>\n<p>Today, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.</p>\n<h2>1. ASML</h2>\n<p><b>ASML Holding</b> (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.</p>\n<p>The world's most advanced chip foundries -- including <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM), <b>Samsung</b>, and <b>Intel</b> (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.</p>\n<p>ASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.</p>\n<p>ASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.</p>\n<h2>2. UMC</h2>\n<p>ASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival <b>United Microelectronics</b> (NYSE:UMC) is a more underrated play on the same trend.</p>\n<p>Unlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like <b>Advanced Micro Devices</b> and<b> Apple</b> -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.</p>\n<p>These chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.</p>\n<p>UMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.</p>\n<p>UMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.</p>\n<h2>3. Micron</h2>\n<p>Lastly, I believe <b>Micron Technology </b>(NASDAQ:MU) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.</p>\n<p>Micron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.</p>\n<p>Micron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.</p>\n<p>Nonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Chip Stocks Ready for Bull Runs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Chip Stocks Ready for Bull Runs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:21 GMT+8 <a href=https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","03165":"华夏欧优股对冲","BK4535":"淡马锡持仓","ASML":"阿斯麦","MU":"美光科技","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4141":"半导体产品","03145":"华夏亚洲高息股","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK4512":"苹果概念","INTC":"英特尔","BK4548":"巴美列捷福持仓","TSM":"台积电","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓"},"source_url":"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184782893","content_text":"The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.\nToday, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.\n1. ASML\nASML Holding (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.\nThe world's most advanced chip foundries -- including Taiwan Semiconductor Manufacturing (NYSE:TSM), Samsung, and Intel (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.\nASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.\nASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.\n2. UMC\nASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival United Microelectronics (NYSE:UMC) is a more underrated play on the same trend.\nUnlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like Advanced Micro Devices and Apple -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.\nThese chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.\nUMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.\nUMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.\n3. Micron\nLastly, I believe Micron Technology (NASDAQ:MU) -- one of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.\nMicron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.\nMicron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.\nNonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879953248,"gmtCreate":1636678312378,"gmtModify":1636678312956,"author":{"id":"4091413242261500","authorId":"4091413242261500","name":"2c5d11d6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATAI\">$ATAI Life Sciences B.V.*(ATAI)$</a>Booooo","listText":"<a href=\"https://laohu8.com/S/ATAI\">$ATAI Life Sciences B.V.*(ATAI)$</a>Booooo","text":"$ATAI Life Sciences 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09:23","market":"us","language":"en","title":"‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move","url":"https://stock-news.laohu8.com/highlight/detail?id=1185062694","media":"MarketWatch","summary":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘i","content":"<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1049f347eda58620bbbdada442c87ff1\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p>\n<p>As the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).</p>\n<p>Yes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.</p>\n<p><img src=\"https://static.tigerbbs.com/d8d016a60ef5335fc00a6ae15099f106\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p>We continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.</p>\n<p>Investors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.</p>\n<p>This see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.</p>\n<p>In other words, the early stage gains are most likely behind us. Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .</p>\n<p>Importantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.</p>\n<p>Combined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.</p>\n<p><img src=\"https://static.tigerbbs.com/320d91f01ccd69e7974e784e94bcae06\" tg-width=\"700\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p>\n<p>The reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.</p>\n<p>COVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.</p>\n<p>We have seen rate risk for innovation baskets as they tumbled when rates rose in September. Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.</p>\n<p>As U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.</p>\n<p>The innovation sector may be the epicenter of the market focus as interest rates become turbulent. Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.</p>\n<p><img src=\"https://static.tigerbbs.com/33c6defec31004783d4d04fa0456eed7\" tg-width=\"700\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p>\n<p>More broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.</p>\n<p>Although shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.</p>\n<p>Bottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.</p>\n<p>The North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-22 09:23 GMT+8 <a href=https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID ...</p>\n\n<a href=\"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","COMP":"Compass, Inc.","ARKW":"ARK Next Generation Internation ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185062694","content_text":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).\nYes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.\n\nWe continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.\nInvestors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.\nThis see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.\nIn other words, the early stage gains are most likely behind us. Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .\nImportantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.\nCombined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.\n\nThe reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.\nCOVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.\nWe have seen rate risk for innovation baskets as they tumbled when rates rose in September. Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.\nAs U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.\nThe innovation sector may be the epicenter of the market focus as interest rates become turbulent. Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.\n\nMore broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.\nAlthough shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.\nBottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.\nThe North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877370996,"gmtCreate":1637892353601,"gmtModify":1637892353601,"author":{"id":"4091413242261500","authorId":"4091413242261500","name":"2c5d11d6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I want it that way","listText":"I want it that way","text":"I want it that way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877370996","repostId":"1185856092","repostType":2,"repost":{"id":"1185856092","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637884618,"share":"https://www.laohu8.com/m/news/1185856092?lang=&edition=full","pubTime":"2021-11-26 07:56","market":"us","language":"zh","title":"昨夜今晨:黎巴嫩汇率还在崩!欧股普涨美股休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1185856092","media":"老虎资讯综合","summary":"摘要:①美股周四感恩节休市一天,周五提前3小时收市;②欧股收盘主要指数普涨,德国DAX指数涨0.24%;③黎巴嫩本币汇率继续下跌,再创历史新低。\n\n海外市场\n1、美股周四感恩节休市一天,周五提前3小时","content":"<blockquote>\n 摘要:①美股周四感恩节休市一天,周五提前3小时收市;②欧股收盘主要指数普涨,德国DAX指数涨0.24%;③黎巴嫩本币汇率继续下跌,再创历史新低。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股周四感恩节休市一天,周五提前3小时收市</p>\n<p>周四是西方感恩节,美国包括股市在内的所有金融市场都休市1天。11月26日(周五)纽交所和纳斯达克将于当地时间下午1点(北京时间周六凌晨2点)收盘,交易时间为北京时间22:30-次日2:00,较常规收盘时间提前3小时。</p>\n<p>2、欧股扛住德国险些“锁国”危险 感恩节股债齐涨 内盘黑色系夜盘齐跌</p>\n<p>欧股收盘主要指数普涨,德国DAX指数涨0.24%,法国CAC40指数涨0.48%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.32%,欧洲斯托克50指数涨0.41%。</p>\n<p>3、黎巴嫩本币汇率继续下跌 再创历史新低</p>\n<p>当地时间11月25日,黎巴嫩本币黎巴嫩镑对美元黑市汇率突破25000比1大关,继续创造历史新低。就在前一天,黎磅对美元黑市汇率突破24000比1关口,为今年7月16日以来的历史新低。</p>\n<p>国际宏观</p>\n<p>1、有成员呼吁提早结束购债 欧银纪要重申货币政策必须保持耐心</p>\n<p>周四(11月25日),欧洲央行公布了10月27日-28日的货币政策会议纪要。纪要显示,虽然通胀压力比之前预期的要更为持久,但货币政策仍必须保持耐心。</p>\n<p>2、OPEC+不顺应抛储行动 美国说不动沙特 转向俄罗斯寻求增产</p>\n<p>OPEC咨询机构新近预测,多国抛油储可能导致明年1月和2月过剩原油增加110万桶/日。在媒体称沙特和俄罗斯考虑暂停增产后,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计,多国抛储加之欧洲疫情降低OPEC+行动需求,明年1月到3月OPEC+都会暂停行动。</p>\n<p>3、传欧洲央行考虑对最高风险的杠杆贷款设定公司上限</p>\n<p>据知情人士透露,由于担心市场风险,欧洲央行监管委员会考虑对最高风险的杠杆贷款设定公司上限,并已经就此问题进行了初步讨论。</p>\n<p>知情人士补充表示,一些成员国认为,如果银行可以显示它们能够充分地管理风险,便不愿遵守这一做法。他们表示,讨论处于初步阶段,有可能不会选择实施限制。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2186783391\" target=\"_blank\">缺货、罢工!美国最糟“黑五”来临</a></p>\n<p>当地时间11月24日,《华尔街日报》报道称,目前全美境内,有数百万零售工人在为“黑五”的购物大潮而紧张工作。</p>\n<p>纽约州<a href=\"https://laohu8.com/S/AMRI\">奥尔巴尼</a>Crossgates购物中心某家零售店的经理杰西卡·里文伯格(Jessica Rivenburgh)表示,这几天,有一些“愤怒的顾客”因交货延迟和售货员产生冲突,让她感到心累不已。</p>\n<p>5、默克尔敦促德国采取进一步限制措施遏制疫情</p>\n<p>当地时间25日,德国看守内阁总理默克尔表示,德国必须采取更严格的措施来遏制目前急剧恶化的新冠疫情形势。</p>\n<p>默克尔警告称,德国目前疫情形势十分紧张,新增确诊病例数仍在呈动态增长,医院的负担也已经接近极限。她强调,必须每天密切关注形势发展,并且支持继任者朔尔茨成立危机委员会的计划。朔尔茨曾于24日表示,希望成立一个永久性的联邦-州危机小组,以帮助总理府更好地应对新冠疫情。</p>\n<p>6、美运输安全管理局:全美约230万人在传统节日前一天乘飞机出行</p>\n<p>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》当地时间11月25日报道,美国运输安全管理局(TSA)的记录显示,在传统节日前的24日,全美约有230万人乘飞机出行,旅客人数超过去年同一时期的两倍,是新冠肺炎疫情暴发以来乘机人数最多的一天。</p>\n<p>7、韩国央行加息25个基点至1%,符合市场预期</p>\n<p>韩国央行预计今年CPI将远超2%,之后在2022年回落至2%,预计2021年和2022年经济增长率分别为4%和3%。此外,韩国央行行长李柱烈称,不排除明年第一季度加息的可能性。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2186339283\" target=\"_blank\">国内水土不服,迪士尼新片惨淡</a></p>\n<p>作为<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>的新作,又有巨石强森、艾米莉·布朗特等一众熟面孔的出演,星光熠熠的《丛林奇航》登上了国内的大银幕。然而,该片的票房表现却并不乐观。</p>\n<p>据灯塔专业版显示,《丛林奇航》上映首日票房仅为428.3万元,停留在百万元规模,此后票房却未能呈现出明显上涨的趋势,截至11月25日16时30分,已上映半月的《丛林奇航》累计票房为3708.6万元,观影总人次则为98.6万人,尚未突破百万。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2186939405\" target=\"_blank\">加码近三成投资 日产汽车谋求未来十年将新能源车销售比重提高至50%</a></p>\n<p>据《日经新闻》周四晚间报道,全球第七大车企日产汽车(Nissan Motor)即将公布新的长期发展愿景,未来十年公司将大幅新能源车领域(包括纯电和混动车)的投资,以期这一部门十年内能撑起半壁营收。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2186392176\" target=\"_blank\">阿根廷政府网站:宁德时代与YPF能源就共同开发锂资源展开会谈</a></p>\n<p>虽然此前收购拥有阿根廷锂盐湖项目的加拿大千禧锂业最终遭遇截胡,但<a href=\"https://laohu8.com/S/300750\">宁德时代</a>在阿根廷“找锂”的进程仍在继续,最新消息显示电池龙头正在与阿根廷国有控股能源公司YPF洽谈合作。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2186362360\" target=\"_blank\">特斯拉Model Y高性能版在中国正式开启交付</a></p>\n<p>11月25日,据<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官博消息,特斯拉Model Y高性能版今日在国内正式开启交付。从特斯拉官网得知,高性能版售38.79万元。另外,该车还可以选装“增强版自动辅助驾驶”功能或“完全自动驾驶”,价格要在38.79万元的基础上分别增加3.2万元和6.4万元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:黎巴嫩汇率还在崩!欧股普涨美股休市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:黎巴嫩汇率还在崩!欧股普涨美股休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-26 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①美股周四感恩节休市一天,周五提前3小时收市;②欧股收盘主要指数普涨,德国DAX指数涨0.24%;③黎巴嫩本币汇率继续下跌,再创历史新低。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股周四感恩节休市一天,周五提前3小时收市</p>\n<p>周四是西方感恩节,美国包括股市在内的所有金融市场都休市1天。11月26日(周五)纽交所和纳斯达克将于当地时间下午1点(北京时间周六凌晨2点)收盘,交易时间为北京时间22:30-次日2:00,较常规收盘时间提前3小时。</p>\n<p>2、欧股扛住德国险些“锁国”危险 感恩节股债齐涨 内盘黑色系夜盘齐跌</p>\n<p>欧股收盘主要指数普涨,德国DAX指数涨0.24%,法国CAC40指数涨0.48%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.32%,欧洲斯托克50指数涨0.41%。</p>\n<p>3、黎巴嫩本币汇率继续下跌 再创历史新低</p>\n<p>当地时间11月25日,黎巴嫩本币黎巴嫩镑对美元黑市汇率突破25000比1大关,继续创造历史新低。就在前一天,黎磅对美元黑市汇率突破24000比1关口,为今年7月16日以来的历史新低。</p>\n<p>国际宏观</p>\n<p>1、有成员呼吁提早结束购债 欧银纪要重申货币政策必须保持耐心</p>\n<p>周四(11月25日),欧洲央行公布了10月27日-28日的货币政策会议纪要。纪要显示,虽然通胀压力比之前预期的要更为持久,但货币政策仍必须保持耐心。</p>\n<p>2、OPEC+不顺应抛储行动 美国说不动沙特 转向俄罗斯寻求增产</p>\n<p>OPEC咨询机构新近预测,多国抛油储可能导致明年1月和2月过剩原油增加110万桶/日。在媒体称沙特和俄罗斯考虑暂停增产后,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计,多国抛储加之欧洲疫情降低OPEC+行动需求,明年1月到3月OPEC+都会暂停行动。</p>\n<p>3、传欧洲央行考虑对最高风险的杠杆贷款设定公司上限</p>\n<p>据知情人士透露,由于担心市场风险,欧洲央行监管委员会考虑对最高风险的杠杆贷款设定公司上限,并已经就此问题进行了初步讨论。</p>\n<p>知情人士补充表示,一些成员国认为,如果银行可以显示它们能够充分地管理风险,便不愿遵守这一做法。他们表示,讨论处于初步阶段,有可能不会选择实施限制。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2186783391\" target=\"_blank\">缺货、罢工!美国最糟“黑五”来临</a></p>\n<p>当地时间11月24日,《华尔街日报》报道称,目前全美境内,有数百万零售工人在为“黑五”的购物大潮而紧张工作。</p>\n<p>纽约州<a href=\"https://laohu8.com/S/AMRI\">奥尔巴尼</a>Crossgates购物中心某家零售店的经理杰西卡·里文伯格(Jessica Rivenburgh)表示,这几天,有一些“愤怒的顾客”因交货延迟和售货员产生冲突,让她感到心累不已。</p>\n<p>5、默克尔敦促德国采取进一步限制措施遏制疫情</p>\n<p>当地时间25日,德国看守内阁总理默克尔表示,德国必须采取更严格的措施来遏制目前急剧恶化的新冠疫情形势。</p>\n<p>默克尔警告称,德国目前疫情形势十分紧张,新增确诊病例数仍在呈动态增长,医院的负担也已经接近极限。她强调,必须每天密切关注形势发展,并且支持继任者朔尔茨成立危机委员会的计划。朔尔茨曾于24日表示,希望成立一个永久性的联邦-州危机小组,以帮助总理府更好地应对新冠疫情。</p>\n<p>6、美运输安全管理局:全美约230万人在传统节日前一天乘飞机出行</p>\n<p>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》当地时间11月25日报道,美国运输安全管理局(TSA)的记录显示,在传统节日前的24日,全美约有230万人乘飞机出行,旅客人数超过去年同一时期的两倍,是新冠肺炎疫情暴发以来乘机人数最多的一天。</p>\n<p>7、韩国央行加息25个基点至1%,符合市场预期</p>\n<p>韩国央行预计今年CPI将远超2%,之后在2022年回落至2%,预计2021年和2022年经济增长率分别为4%和3%。此外,韩国央行行长李柱烈称,不排除明年第一季度加息的可能性。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2186339283\" target=\"_blank\">国内水土不服,迪士尼新片惨淡</a></p>\n<p>作为<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>的新作,又有巨石强森、艾米莉·布朗特等一众熟面孔的出演,星光熠熠的《丛林奇航》登上了国内的大银幕。然而,该片的票房表现却并不乐观。</p>\n<p>据灯塔专业版显示,《丛林奇航》上映首日票房仅为428.3万元,停留在百万元规模,此后票房却未能呈现出明显上涨的趋势,截至11月25日16时30分,已上映半月的《丛林奇航》累计票房为3708.6万元,观影总人次则为98.6万人,尚未突破百万。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2186939405\" target=\"_blank\">加码近三成投资 日产汽车谋求未来十年将新能源车销售比重提高至50%</a></p>\n<p>据《日经新闻》周四晚间报道,全球第七大车企日产汽车(Nissan Motor)即将公布新的长期发展愿景,未来十年公司将大幅新能源车领域(包括纯电和混动车)的投资,以期这一部门十年内能撑起半壁营收。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2186392176\" target=\"_blank\">阿根廷政府网站:宁德时代与YPF能源就共同开发锂资源展开会谈</a></p>\n<p>虽然此前收购拥有阿根廷锂盐湖项目的加拿大千禧锂业最终遭遇截胡,但<a href=\"https://laohu8.com/S/300750\">宁德时代</a>在阿根廷“找锂”的进程仍在继续,最新消息显示电池龙头正在与阿根廷国有控股能源公司YPF洽谈合作。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2186362360\" target=\"_blank\">特斯拉Model Y高性能版在中国正式开启交付</a></p>\n<p>11月25日,据<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官博消息,特斯拉Model Y高性能版今日在国内正式开启交付。从特斯拉官网得知,高性能版售38.79万元。另外,该车还可以选装“增强版自动辅助驾驶”功能或“完全自动驾驶”,价格要在38.79万元的基础上分别增加3.2万元和6.4万元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185856092","content_text":"摘要:①美股周四感恩节休市一天,周五提前3小时收市;②欧股收盘主要指数普涨,德国DAX指数涨0.24%;③黎巴嫩本币汇率继续下跌,再创历史新低。\n\n海外市场\n1、美股周四感恩节休市一天,周五提前3小时收市\n周四是西方感恩节,美国包括股市在内的所有金融市场都休市1天。11月26日(周五)纽交所和纳斯达克将于当地时间下午1点(北京时间周六凌晨2点)收盘,交易时间为北京时间22:30-次日2:00,较常规收盘时间提前3小时。\n2、欧股扛住德国险些“锁国”危险 感恩节股债齐涨 内盘黑色系夜盘齐跌\n欧股收盘主要指数普涨,德国DAX指数涨0.24%,法国CAC40指数涨0.48%,英国富时100指数涨0.32%,欧洲斯托克50指数涨0.41%。\n3、黎巴嫩本币汇率继续下跌 再创历史新低\n当地时间11月25日,黎巴嫩本币黎巴嫩镑对美元黑市汇率突破25000比1大关,继续创造历史新低。就在前一天,黎磅对美元黑市汇率突破24000比1关口,为今年7月16日以来的历史新低。\n国际宏观\n1、有成员呼吁提早结束购债 欧银纪要重申货币政策必须保持耐心\n周四(11月25日),欧洲央行公布了10月27日-28日的货币政策会议纪要。纪要显示,虽然通胀压力比之前预期的要更为持久,但货币政策仍必须保持耐心。\n2、OPEC+不顺应抛储行动 美国说不动沙特 转向俄罗斯寻求增产\nOPEC咨询机构新近预测,多国抛油储可能导致明年1月和2月过剩原油增加110万桶/日。在媒体称沙特和俄罗斯考虑暂停增产后,摩根大通预计,多国抛储加之欧洲疫情降低OPEC+行动需求,明年1月到3月OPEC+都会暂停行动。\n3、传欧洲央行考虑对最高风险的杠杆贷款设定公司上限\n据知情人士透露,由于担心市场风险,欧洲央行监管委员会考虑对最高风险的杠杆贷款设定公司上限,并已经就此问题进行了初步讨论。\n知情人士补充表示,一些成员国认为,如果银行可以显示它们能够充分地管理风险,便不愿遵守这一做法。他们表示,讨论处于初步阶段,有可能不会选择实施限制。\n4、缺货、罢工!美国最糟“黑五”来临\n当地时间11月24日,《华尔街日报》报道称,目前全美境内,有数百万零售工人在为“黑五”的购物大潮而紧张工作。\n纽约州奥尔巴尼Crossgates购物中心某家零售店的经理杰西卡·里文伯格(Jessica Rivenburgh)表示,这几天,有一些“愤怒的顾客”因交货延迟和售货员产生冲突,让她感到心累不已。\n5、默克尔敦促德国采取进一步限制措施遏制疫情\n当地时间25日,德国看守内阁总理默克尔表示,德国必须采取更严格的措施来遏制目前急剧恶化的新冠疫情形势。\n默克尔警告称,德国目前疫情形势十分紧张,新增确诊病例数仍在呈动态增长,医院的负担也已经接近极限。她强调,必须每天密切关注形势发展,并且支持继任者朔尔茨成立危机委员会的计划。朔尔茨曾于24日表示,希望成立一个永久性的联邦-州危机小组,以帮助总理府更好地应对新冠疫情。\n6、美运输安全管理局:全美约230万人在传统节日前一天乘飞机出行\n据《纽约时报》当地时间11月25日报道,美国运输安全管理局(TSA)的记录显示,在传统节日前的24日,全美约有230万人乘飞机出行,旅客人数超过去年同一时期的两倍,是新冠肺炎疫情暴发以来乘机人数最多的一天。\n7、韩国央行加息25个基点至1%,符合市场预期\n韩国央行预计今年CPI将远超2%,之后在2022年回落至2%,预计2021年和2022年经济增长率分别为4%和3%。此外,韩国央行行长李柱烈称,不排除明年第一季度加息的可能性。\n公司新闻\n1、国内水土不服,迪士尼新片惨淡\n作为迪士尼的新作,又有巨石强森、艾米莉·布朗特等一众熟面孔的出演,星光熠熠的《丛林奇航》登上了国内的大银幕。然而,该片的票房表现却并不乐观。\n据灯塔专业版显示,《丛林奇航》上映首日票房仅为428.3万元,停留在百万元规模,此后票房却未能呈现出明显上涨的趋势,截至11月25日16时30分,已上映半月的《丛林奇航》累计票房为3708.6万元,观影总人次则为98.6万人,尚未突破百万。\n2、加码近三成投资 日产汽车谋求未来十年将新能源车销售比重提高至50%\n据《日经新闻》周四晚间报道,全球第七大车企日产汽车(Nissan Motor)即将公布新的长期发展愿景,未来十年公司将大幅新能源车领域(包括纯电和混动车)的投资,以期这一部门十年内能撑起半壁营收。\n3、阿根廷政府网站:宁德时代与YPF能源就共同开发锂资源展开会谈\n虽然此前收购拥有阿根廷锂盐湖项目的加拿大千禧锂业最终遭遇截胡,但宁德时代在阿根廷“找锂”的进程仍在继续,最新消息显示电池龙头正在与阿根廷国有控股能源公司YPF洽谈合作。\n4、特斯拉Model Y高性能版在中国正式开启交付\n11月25日,据特斯拉官博消息,特斯拉Model Y高性能版今日在国内正式开启交付。从特斯拉官网得知,高性能版售38.79万元。另外,该车还可以选装“增强版自动辅助驾驶”功能或“完全自动驾驶”,价格要在38.79万元的基础上分别增加3.2万元和6.4万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609442797,"gmtCreate":1638321051671,"gmtModify":1638321051760,"author":{"id":"4091413242261500","authorId":"4091413242261500","name":"2c5d11d6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lauda","listText":"Lauda","text":"Lauda","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609442797","repostId":"2188534688","repostType":2,"repost":{"id":"2188534688","pubTimestamp":1638308478,"share":"https://www.laohu8.com/m/news/2188534688?lang=&edition=full","pubTime":"2021-12-01 05:41","market":"us","language":"zh","title":"外媒头条:鲍威尔放弃通胀暂时论,称可能提前完成taper","url":"https://stock-news.laohu8.com/highlight/detail?id=2188534688","media":"市场资讯","summary":"而在周二的听证会中,鲍威尔表示是时候放弃“暂时性”通胀的说法了。国会上个月通过了短期上调联邦债务上限的法案。国会领导人尚未就长期解决方案达成一致。“在未来几个月,信心和支出都可能面临价格上涨和新冠疫情可能再度加重造成的压力,”Franco表示。Sahin在接受采访时表示,这种新的高度变异毒株可能导致更多的已接种疫苗者被感染。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p>\n<blockquote>\n <b>1、鲍威尔:可能提前几个月完成减码购债 是时候放弃“通胀暂时论”了</b>\n</blockquote>\n<blockquote>\n <b> 2、美国国会预算办公室称美国财政部可能在年底前耗尽现金</b>\n</blockquote>\n<blockquote>\n <b>3、Moderna高管:必须将omicron视为严重威胁 现有疫苗保护力将大幅下降</b>\n</blockquote>\n<blockquote>\n <b>4、美国11月消费者信心跌至九个月低点 通胀与疫情打击经济前景预期</b>\n</blockquote>\n<blockquote>\n <b>5、BioNTech首席执行官:现有疫苗或可防止Omicron感染发展为重症</b>\n</blockquote>\n<blockquote>\n <b>6、意大利部长称能源价格飙升之际 欧洲面临停电风险</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/29d6616d8fbd8b5645ed876df9e63737\" tg-width=\"720\" tg-height=\"488\" referrerpolicy=\"no-referrer\"></p>\n<p><b>鲍威尔:可能提前几个月完成减码购债 是时候放弃“通胀暂时论”了</b></p>\n<p>美联储主席杰罗姆-鲍威尔(Jerome Powell)周二在出席参议院委员会听证会时表示,他认为减码购债的步伐可能比本月早些时候宣布的每月150亿美元的速度更快。他预计这个问题将在12月的会议上讨论。</p>\n<p>“在这一点上,经济非常强劲,通胀压力更高,因此在我看来,考虑结束资产购买步伐是合适的……也许提前几个月,”他说。“我希望我们将在即将举行的会议上讨论这个问题。”</p>\n<p>美联储官员们长期以来一直认为通胀是“暂时的”,鲍威尔将这个词定义为不会对经济留下持久的印记。而在周二的听证会中,鲍威尔表示是时候放弃“暂时性”通胀的说法了。</p>\n<p>“暂时性这个词对不同的人有不同的含义。对许多人来说,它带有短期的感觉。我们倾向于用这个词来表示它不会以更高的通胀形式留下永久的印记,”鲍威尔说。“我认为现在可能是放弃这个词并尝试更清楚地解释我们意思的好时机。”</p>\n<p><img src=\"https://static.tigerbbs.com/3376b6182619b1ee84bf526bafc457f7\" tg-width=\"720\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国国会预算办公室称美国财政部可能在年底前耗尽现金</b></p>\n<p>美国国会预算办公室(CBO)周二响应了财政部长耶伦的警告,即国会若不提高债务上限,则联邦政府可能在12月中旬之后耗尽资金。</p>\n<p>国会预算办公室还注意到,财政部计划在12月15日向公路信托基金转移1180亿美元——这是拜登基建法案本月早些时候通过后的措施。</p>\n<p>CBO预计,“如果债务上限保持不变,并且如果财政部全额进行计划中的资金转移,那么政府在转移资金后很快就会用尽根据特别措施举债的能力。在这种情况下,财政部很有可能在12月底之前耗尽现金。”</p>\n<p>耶伦周二早些时候再次呼吁议员解决债务上限问题,她说:“如果我们不这样做,我们将重创当前的经济复苏。”</p>\n<p>国会上个月通过了短期上调联邦债务上限的法案。美国财政部最近几周一直在采取特别措施,以避免违反债务上限。国会领导人尚未就长期解决方案达成一致。</p>\n<p><img src=\"https://static.tigerbbs.com/74ba737e6092a4a869e54aafaf299410\" tg-width=\"720\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Moderna高管:必须将omicron视为严重威胁 现有疫苗保护力将大幅下降</b></p>\n<p>Moderna Inc.的高管们重申omicron毒株的许多突变表明需要开发新的新冠疫苗,金融市场闻讯下跌。</p>\n<p>“该病毒的突变数量令人惊讶,”联合创始人Noubar Afeyan在接受采访时说。“我们必须将其视为严重威胁。”</p>\n<p>市场本已对omicron对抗疫进程和全球经济的影响程度抱有担心,而Moderna高管的话进一步引发了人们的担忧 。该公司首席执行官Stephane Bancel在接受采访时预测现有疫苗的保护效力将“大幅下降”,他还淡化了对新疫苗可能很快准备就绪的预期。</p>\n<p>Bancel笃定的语气似乎让市场吓得不轻。斯托克欧洲600指数下跌约1.5%,至近七周低点,原油创下今年以来最大月跌幅。Moderna在美股市场一度下跌8.5%,不过该股在过去两天上涨了30%以上。</p>\n<p><img src=\"https://static.tigerbbs.com/dc1090d6c39a44e13eaab6fae6e88e17\" tg-width=\"720\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国11月消费者信心跌至九个月低点 通胀与疫情打击经济前景预期</b></p>\n<p>美国消费者信心在11月降至九个月低点,因通胀加速上升和新冠病例增多打击了美国人对经济的看法。</p>\n<p>世界大型企业研究会周二公布的数据显示,11月消费者信心指数从10月下修后的111.6降至109.5。</p>\n<p>“对短期经济前景的预期小幅上升,但对就业和收入前景的预期小幅下降,”世界大型企业研究会经济指标高级董事Lynn Franco在声明中表示。“对价格上涨的担忧,以及对奥密克戎毒株的担忧--这方面担忧要小一些,是消费者信心略微下降的主要原因。”</p>\n<p>“在未来几个月,信心和支出都可能面临价格上涨和新冠疫情可能再度加重造成的压力,”Franco表示。</p>\n<p><img src=\"https://static.tigerbbs.com/b6a7c22d8211f9b694620256bc89b1a4\" tg-width=\"720\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p><b>BioNTech首席执行官:现有疫苗或可防止Omicron感染发展为重症</b></p>\n<p><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>首席执行官Ugur Sahin表示,目前这一代Covid-19疫苗或许仍能预防omicron变异毒株感染者发展成重症。</p>\n<p>Sahin在接受采访时表示,这种新的高度变异毒株可能导致更多的已接种疫苗者被感染。但他说,即使该毒株能够逃避免疫者体内的抗体,但仍可能是免疫细胞的靶标。</p>\n<p>“不要害怕,”Sahin说。“计划依然不变:加紧接种加强针。”</p>\n<p>BioNTech是<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>的Covid疫苗合作伙伴。在Sahin之前,已有多家疫苗开发商就各自的疫苗针对新毒株的功效表达了观点。在缺乏硬数据的情况下,他们的观点有时看起来是矛盾的,加剧了投资者对抗疫的不确定心态。</p>\n<p><img src=\"https://static.tigerbbs.com/3100e0af7f39f8a33c104620bb661a78\" tg-width=\"720\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n<p><b>意大利部长称能源价格飙升之际 欧洲面临停电风险</b></p>\n<p>意大利的一位部长就欧洲各地可能发生断电提出警告,该国总理马里奥·德拉吉也重申,政府准备好应对能源价格上涨对消费者的影响。</p>\n<p>意大利经济发展部长Giancarlo Giorgetti周二在罗马表示,鉴于当前的能源供应体系,不能排除在欧洲发生停电的可能。“重要的是尽可能以最公平的方式消除能源支出增加对家庭和企业的影响,”他说道。</p>\n<p>周二早些时候,德拉吉在罗马发表讲话,重申了政府做好了这么做的准备。他说,意大利准备再次介入,降低能源成本飙升的影响,尤其是对贫困家庭。</p>\n<p>“6月份我们拨出了12亿欧元(14亿美元),9月份超过30亿欧元,”德拉吉表示。“我们现在正在预算方面采取行动,也准备好继续这么做,尤其关注最脆弱的人群。”</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条:鲍威尔放弃通胀暂时论,称可能提前完成taper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 05:41 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-01/doc-ikyakumx1254322.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、鲍威尔:可能提前几个月完成减码购债 是时候放弃“通胀暂时论”了\n\n\n 2、美国国会预算办公室称美国财政部可能在年底前耗尽现金\n\n\n3、Moderna高管:必须将omicron视为严重威胁 现有疫苗保护力将大幅下降\n\n\n4、美国11月消费者信心跌至九个月低点 通胀与疫情打击经济前景预期\n\n\n5、BioNTech首席执行官:现有疫苗或可防止...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-01/doc-ikyakumx1254322.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b37cbfdbd9fac06fc4ae2f84ad058a92","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4504":"桥水持仓","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","SH":"标普500反向ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF","SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","DDM":"道指两倍做多ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","DOG":"道指反向ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-01/doc-ikyakumx1254322.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188534688","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、鲍威尔:可能提前几个月完成减码购债 是时候放弃“通胀暂时论”了\n\n\n 2、美国国会预算办公室称美国财政部可能在年底前耗尽现金\n\n\n3、Moderna高管:必须将omicron视为严重威胁 现有疫苗保护力将大幅下降\n\n\n4、美国11月消费者信心跌至九个月低点 通胀与疫情打击经济前景预期\n\n\n5、BioNTech首席执行官:现有疫苗或可防止Omicron感染发展为重症\n\n\n6、意大利部长称能源价格飙升之际 欧洲面临停电风险\n\n\n鲍威尔:可能提前几个月完成减码购债 是时候放弃“通胀暂时论”了\n美联储主席杰罗姆-鲍威尔(Jerome Powell)周二在出席参议院委员会听证会时表示,他认为减码购债的步伐可能比本月早些时候宣布的每月150亿美元的速度更快。他预计这个问题将在12月的会议上讨论。\n“在这一点上,经济非常强劲,通胀压力更高,因此在我看来,考虑结束资产购买步伐是合适的……也许提前几个月,”他说。“我希望我们将在即将举行的会议上讨论这个问题。”\n美联储官员们长期以来一直认为通胀是“暂时的”,鲍威尔将这个词定义为不会对经济留下持久的印记。而在周二的听证会中,鲍威尔表示是时候放弃“暂时性”通胀的说法了。\n“暂时性这个词对不同的人有不同的含义。对许多人来说,它带有短期的感觉。我们倾向于用这个词来表示它不会以更高的通胀形式留下永久的印记,”鲍威尔说。“我认为现在可能是放弃这个词并尝试更清楚地解释我们意思的好时机。”\n\n美国国会预算办公室称美国财政部可能在年底前耗尽现金\n美国国会预算办公室(CBO)周二响应了财政部长耶伦的警告,即国会若不提高债务上限,则联邦政府可能在12月中旬之后耗尽资金。\n国会预算办公室还注意到,财政部计划在12月15日向公路信托基金转移1180亿美元——这是拜登基建法案本月早些时候通过后的措施。\nCBO预计,“如果债务上限保持不变,并且如果财政部全额进行计划中的资金转移,那么政府在转移资金后很快就会用尽根据特别措施举债的能力。在这种情况下,财政部很有可能在12月底之前耗尽现金。”\n耶伦周二早些时候再次呼吁议员解决债务上限问题,她说:“如果我们不这样做,我们将重创当前的经济复苏。”\n国会上个月通过了短期上调联邦债务上限的法案。美国财政部最近几周一直在采取特别措施,以避免违反债务上限。国会领导人尚未就长期解决方案达成一致。\n\nModerna高管:必须将omicron视为严重威胁 现有疫苗保护力将大幅下降\nModerna Inc.的高管们重申omicron毒株的许多突变表明需要开发新的新冠疫苗,金融市场闻讯下跌。\n“该病毒的突变数量令人惊讶,”联合创始人Noubar Afeyan在接受采访时说。“我们必须将其视为严重威胁。”\n市场本已对omicron对抗疫进程和全球经济的影响程度抱有担心,而Moderna高管的话进一步引发了人们的担忧 。该公司首席执行官Stephane Bancel在接受采访时预测现有疫苗的保护效力将“大幅下降”,他还淡化了对新疫苗可能很快准备就绪的预期。\nBancel笃定的语气似乎让市场吓得不轻。斯托克欧洲600指数下跌约1.5%,至近七周低点,原油创下今年以来最大月跌幅。Moderna在美股市场一度下跌8.5%,不过该股在过去两天上涨了30%以上。\n\n美国11月消费者信心跌至九个月低点 通胀与疫情打击经济前景预期\n美国消费者信心在11月降至九个月低点,因通胀加速上升和新冠病例增多打击了美国人对经济的看法。\n世界大型企业研究会周二公布的数据显示,11月消费者信心指数从10月下修后的111.6降至109.5。\n“对短期经济前景的预期小幅上升,但对就业和收入前景的预期小幅下降,”世界大型企业研究会经济指标高级董事Lynn Franco在声明中表示。“对价格上涨的担忧,以及对奥密克戎毒株的担忧--这方面担忧要小一些,是消费者信心略微下降的主要原因。”\n“在未来几个月,信心和支出都可能面临价格上涨和新冠疫情可能再度加重造成的压力,”Franco表示。\n\nBioNTech首席执行官:现有疫苗或可防止Omicron感染发展为重症\nBioNTech SE首席执行官Ugur Sahin表示,目前这一代Covid-19疫苗或许仍能预防omicron变异毒株感染者发展成重症。\nSahin在接受采访时表示,这种新的高度变异毒株可能导致更多的已接种疫苗者被感染。但他说,即使该毒株能够逃避免疫者体内的抗体,但仍可能是免疫细胞的靶标。\n“不要害怕,”Sahin说。“计划依然不变:加紧接种加强针。”\nBioNTech是辉瑞的Covid疫苗合作伙伴。在Sahin之前,已有多家疫苗开发商就各自的疫苗针对新毒株的功效表达了观点。在缺乏硬数据的情况下,他们的观点有时看起来是矛盾的,加剧了投资者对抗疫的不确定心态。\n\n意大利部长称能源价格飙升之际 欧洲面临停电风险\n意大利的一位部长就欧洲各地可能发生断电提出警告,该国总理马里奥·德拉吉也重申,政府准备好应对能源价格上涨对消费者的影响。\n意大利经济发展部长Giancarlo Giorgetti周二在罗马表示,鉴于当前的能源供应体系,不能排除在欧洲发生停电的可能。“重要的是尽可能以最公平的方式消除能源支出增加对家庭和企业的影响,”他说道。\n周二早些时候,德拉吉在罗马发表讲话,重申了政府做好了这么做的准备。他说,意大利准备再次介入,降低能源成本飙升的影响,尤其是对贫困家庭。\n“6月份我们拨出了12亿欧元(14亿美元),9月份超过30亿欧元,”德拉吉表示。“我们现在正在预算方面采取行动,也准备好继续这么做,尤其关注最脆弱的人群。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870821009,"gmtCreate":1636602606296,"gmtModify":1636602606385,"author":{"id":"4091413242261500","authorId":"4091413242261500","name":"2c5d11d6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870821009","repostId":"2182058925","repostType":4,"repost":{"id":"2182058925","pubTimestamp":1636578073,"share":"https://www.laohu8.com/m/news/2182058925?lang=&edition=full","pubTime":"2021-11-11 05:01","market":"us","language":"en","title":"Wall Street closes lower as economic data raises long-term inflation threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2182058925","media":"Reuters","summary":" - Wall Street ended the session in negative territory on Wednesday as investor risk appetitive was curbed by surging consumer prices, which stoked worries of a protracted wave of hot inflation.All three major U.S. stock indexes lost ground, extending their losses throughout the trading day and adding to Tuesday's sell-off which snapped the S&P 500's and Nasdaq's eight-session runs of all-time closing highs.\"It's not surprising that after what was truly a historic run for the market to take a pa","content":"<p>(Reuters) - Wall Street ended the session in negative territory on Wednesday as investor risk appetitive was curbed by surging consumer prices, which stoked worries of a protracted wave of hot inflation.</p>\n<p>All three major U.S. stock indexes lost ground, extending their losses throughout the trading day and adding to Tuesday's sell-off which snapped the S&P 500's and Nasdaq's eight-session runs of all-time closing highs.</p>\n<p>\"It's not surprising that after what was truly a historic run for the market to take a pause,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"But we do think there are enough tailwinds heading into year-end to move the market higher.\"</p>\n<p>The Labor Department's consumer price index (CPI), delivered a hotter-than-expected jump of 0.9% and the fastest year-on-year gain in 31 years.</p>\n<p>The report hinted that the persistently tangled global supply chain could result in the current inflation wave taking longer to abate than many - including the U.S. Federal Reserve - had hoped.</p>\n<p>\"The inflation story is really the driver that drives all things,\" Mayfield added. \"It will affect Fed policy and fiscal policy, it's the driver of interest rates. It's hard to talk about anything but inflation.\"</p>\n<p>And Gregory Daco, chief economist of Oxford Economics, believes this report means current price spikes have some staying power.</p>\n<p>\"I think things will continue to get worse before they get better in terms of the inflation outlook because we don't see core inflation peaking until sometime in early 2022,\" Daco said.</p>\n<p>The graphic shows core CPI along with other indicators and where they stand relative to the Fed's average annual 2% inflation target.</p>\n<p>The CBOE Volatility index a gauge of investor anxiety, touched its highest level in nearly <a href=\"https://laohu8.com/S/AONE.U\">one</a> month.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 241.69 points, or 0.67%, to 36,078.29, the S&P 500 lost 38.54 points, or 0.82%, to 4,646.71 and the Nasdaq Composite dropped 264.41 points, or 1.66%, to 15,622.13.</p>\n<p>Tech weighed heaviest on the S&P 500, with megacaps Apple Inc and Microsoft Corp among the biggest drags.</p>\n<p>Third-quarter earnings season has reached the final stretch, and of the companies having reported, 81% have beaten street expectations.</p>\n<p>Walt Disney Co is expected to post quarterly results after the bell.</p>\n<p>Tesla Inc reversed several sessions of declines in the wake of CEO Elon Musk's polling <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> users on whether he should sell 10% of his stake in the company he founded.</p>\n<p>This comes as rival electric vehicle maker Rivian Automotive Inc surged in its debut as a publicly traded company in an offering expected to raise nearly $107 billion.</p>\n<p>Shares of retail trading platform Robinhood Markets Inc added to their losses two days after the company reported a security breach affecting 5 million customers.</p>\n<p><a href=\"https://laohu8.com/NW/2182321053\" target=\"_blank\">Disney+ sees smallest subscriber growth since launch in battle with Netflix</a></p>\n<p>Revenue rose to $18.53 billion in the fourth quarter from $14.71 billion a year earlier. Analysts had expected $18.79 billion, according to IBES data from Refinitiv.</p>\n<p>Net income attributable to the company was $159 million, or 9 cents per share, compared with a loss of $710 million, or 39 cents per share, a year earlier.</p>\n<p><a href=\"https://laohu8.com/NW/2182505321\" target=\"_blank\">Affirm Stock Soar 27% Following Q1 Results, Expands Relationship With Amazon</a></p>\n<p>Affirm Holdings shares were trading around 27% higher after-hours, following the company’s reported Q1 results, with EPS coming in at ($1.13), worse than the consensus estimate of ($0.30). Quarterly revenue was $269.4 million, beating the consensus estimate of $248.23 million.</p>\n<p><a href=\"https://laohu8.com/NW/2182532300\" target=\"_blank\">SoFi Stock Jumps Up 11% Following Q3 Beat</a></p>\n<p>SoFi Technologies shares were trading around 11% higher after-hours, following the company’s reported Q3 results, with EPS coming in at ($0.05), better than the consensus estimate of ($0.16). Quarterly revenue grew 35% year-over-year to $272 million, beating the consensus estimate of $255.63 million.</p>\n<p><a href=\"https://laohu8.com/NW/2182805332\" target=\"_blank\">Beyond Meat Falls as Slower Sales Seen Persisting This Year</a></p>\n<p>The company’s gross margin slipped to 21.6%, well short of the 29.3% average analyst estimate. Beyond Meat attributed the weakness to factors such as transportation costs, higher inventory write-offs during the pandemic and elevated warehousing costs.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street closes lower as economic data raises long-term inflation threat</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street closes lower as economic data raises long-term inflation threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 05:01 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-wall-street-closes-210113176.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street ended the session in negative territory on Wednesday as investor risk appetitive was curbed by surging consumer prices, which stoked worries of a protracted wave of hot ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-closes-210113176.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COMP":"Compass, Inc.","TSLA":"特斯拉","SDS":"两倍做空标普500ETF",".DJI":"道琼斯","DIS":"迪士尼","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-closes-210113176.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2182058925","content_text":"(Reuters) - Wall Street ended the session in negative territory on Wednesday as investor risk appetitive was curbed by surging consumer prices, which stoked worries of a protracted wave of hot inflation.\nAll three major U.S. stock indexes lost ground, extending their losses throughout the trading day and adding to Tuesday's sell-off which snapped the S&P 500's and Nasdaq's eight-session runs of all-time closing highs.\n\"It's not surprising that after what was truly a historic run for the market to take a pause,\" said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"But we do think there are enough tailwinds heading into year-end to move the market higher.\"\nThe Labor Department's consumer price index (CPI), delivered a hotter-than-expected jump of 0.9% and the fastest year-on-year gain in 31 years.\nThe report hinted that the persistently tangled global supply chain could result in the current inflation wave taking longer to abate than many - including the U.S. Federal Reserve - had hoped.\n\"The inflation story is really the driver that drives all things,\" Mayfield added. \"It will affect Fed policy and fiscal policy, it's the driver of interest rates. It's hard to talk about anything but inflation.\"\nAnd Gregory Daco, chief economist of Oxford Economics, believes this report means current price spikes have some staying power.\n\"I think things will continue to get worse before they get better in terms of the inflation outlook because we don't see core inflation peaking until sometime in early 2022,\" Daco said.\nThe graphic shows core CPI along with other indicators and where they stand relative to the Fed's average annual 2% inflation target.\nThe CBOE Volatility index a gauge of investor anxiety, touched its highest level in nearly one month.\nUnofficially, the Dow Jones Industrial Average fell 241.69 points, or 0.67%, to 36,078.29, the S&P 500 lost 38.54 points, or 0.82%, to 4,646.71 and the Nasdaq Composite dropped 264.41 points, or 1.66%, to 15,622.13.\nTech weighed heaviest on the S&P 500, with megacaps Apple Inc and Microsoft Corp among the biggest drags.\nThird-quarter earnings season has reached the final stretch, and of the companies having reported, 81% have beaten street expectations.\nWalt Disney Co is expected to post quarterly results after the bell.\nTesla Inc reversed several sessions of declines in the wake of CEO Elon Musk's polling Twitter users on whether he should sell 10% of his stake in the company he founded.\nThis comes as rival electric vehicle maker Rivian Automotive Inc surged in its debut as a publicly traded company in an offering expected to raise nearly $107 billion.\nShares of retail trading platform Robinhood Markets Inc added to their losses two days after the company reported a security breach affecting 5 million customers.\nDisney+ sees smallest subscriber growth since launch in battle with Netflix\nRevenue rose to $18.53 billion in the fourth quarter from $14.71 billion a year earlier. Analysts had expected $18.79 billion, according to IBES data from Refinitiv.\nNet income attributable to the company was $159 million, or 9 cents per share, compared with a loss of $710 million, or 39 cents per share, a year earlier.\nAffirm Stock Soar 27% Following Q1 Results, Expands Relationship With Amazon\nAffirm Holdings shares were trading around 27% higher after-hours, following the company’s reported Q1 results, with EPS coming in at ($1.13), worse than the consensus estimate of ($0.30). Quarterly revenue was $269.4 million, beating the consensus estimate of $248.23 million.\nSoFi Stock Jumps Up 11% Following Q3 Beat\nSoFi Technologies shares were trading around 11% higher after-hours, following the company’s reported Q3 results, with EPS coming in at ($0.05), better than the consensus estimate of ($0.16). Quarterly revenue grew 35% year-over-year to $272 million, beating the consensus estimate of $255.63 million.\nBeyond Meat Falls as Slower Sales Seen Persisting This Year\nThe company’s gross margin slipped to 21.6%, well short of the 29.3% average analyst estimate. Beyond Meat attributed the weakness to factors such as transportation costs, higher inventory write-offs during the pandemic and elevated warehousing costs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841862292,"gmtCreate":1635901899556,"gmtModify":1635901899643,"author":{"id":"4091413242261500","authorId":"4091413242261500","name":"2c5d11d6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Be","listText":"Be","text":"Be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841862292","repostId":"1168063748","repostType":2,"repost":{"id":"1168063748","pubTimestamp":1635901227,"share":"https://www.laohu8.com/m/news/1168063748?lang=&edition=full","pubTime":"2021-11-03 09:00","market":"sg","language":"en","title":"Singapore stocks to watch: UOB, OCBC, CapitaLand Investment, SingPost, OUE C-Reit","url":"https://stock-news.laohu8.com/highlight/detail?id=1168063748","media":"Businesstimes","summary":"THE following companies saw new developments that may affect trading of their securities on Wednesda","content":"<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Nov 3):\nUNITED OVERSEAS BANK LIMITED : (U11)The lender's net profit for the third quarter jumped ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-uob-ocbc-capitaland-investment-singpost-oue-c-reit\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","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 stocks to watch: UOB, OCBC, CapitaLand Investment, SingPost, OUE C-Reit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore stocks to watch: UOB, OCBC, CapitaLand Investment, SingPost, OUE C-Reit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 09:00 GMT+8 <a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-uob-ocbc-capitaland-investment-singpost-oue-c-reit><strong>Businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Nov 3):\nUNITED OVERSEAS BANK LIMITED : (U11)The lender's net profit for the third quarter jumped ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-uob-ocbc-capitaland-investment-singpost-oue-c-reit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-uob-ocbc-capitaland-investment-singpost-oue-c-reit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168063748","content_text":"THE following companies saw new developments that may affect trading of their securities on Wednesday (Nov 3):\nUNITED OVERSEAS BANK LIMITED : (U11)The lender's net profit for the third quarter jumped 57 per cent to S$1.05 billion, on the back of healthy loan growth and sustained fee income, as well as lower credit allowance, it said on Wednesday. UOB shares closed 1.9 per cent or S$0.52 higher at S$27.39 on Tuesday (Nov 2).\nOVERSEA-CHINESE BANKING CORP : (O39) The bank's net profit for the third quarter rose due to resilient business growth and lower allowances as the credit outlook continued to improve, it said on Wednesday. Net profit for the 3 months ended Sep 30 stood at S$1.22 billion, compared with S$1.03 billion from the year-ago period. Shares of OCBC closed at S$11.96 on Tuesday, up S$0.01 or 0.1 per cent.\nCapitaLandInves : (9CI) The real estate investment manager booked a 34 per cent increase in Q3 fee-related earnings to S$94.6 million, from S$71.1 million in the year-ago period, it said in a bourse filing before market open on Wednesday. Funds under management also grew 9 per cent, driving fee-related earnings growth. Separately, CapitaLand Investment has established 2 private funds in Japan and South Korea to grow its funds under management by S$688 million. The counter closed down 0.9 per cent or S$0.03 to S$3.43 on Tuesday.\nSINGAPORE POST LIMITED : (S08) The postal service and courier company posted a net profit of S$35 million for the first half of the fiscal year ended September 2021, up 13.3 per cent from S$30.9 million in the corresponding year-ago period. In a bourse filing on Wednesday, the group attributed the rise to growth in the domestic post and parcel, logistics and property segments. Shares of SingPost closed 0.8 per cent or S$0.005 lower at S$0.66 on Tuesday.\nOUE COMMERCIAL REIT : (TS0U) The real estate investment trust's (Reit) amount available for distribution was S$30.2 million for the third quarter ended Sep 30, down 7.5 per cent year on year, its manager said in a bourse filing on Tuesday. Units of OUE C-Reit closed S$0.005 or 1.1 per cent higher at S$0.45 on Tuesday, before the news.\nMANULIFE US REIT : (BTOU) The Reit on Wednesday posted a 90.9 per cent occupancy rate for the third quarter and a 1.3 per cent rental reversion for the same period. There was also a 9 times surge for new leases in leasing activity to 32.3 per cent from Jul 1 to Oct 25, 2021, from 3.3 per cent in the first half of 2021. Units of Manulife US Reit closed 2.1 per cent or US$0.015 higher at US$0.72 on Tuesday.\nSINGAPORE PRESS HLDGS LTD : (T39) The media and property group's shareholders have voiced concerns that current offers on the table still undervalue the company, the Securities Investors Association (Singapore) said in a statement on Tuesday. This comes following a surprise all-cash offer from consortium vehicle Cuscaden Peak on Friday (Oct 29) to take SPH private. Shares of SPH ended Tuesday at S$2.13, up S$0.01 or 0.5 per cent; units of SPH Reit closed at S$1.03, down S$0.01 or 1 per cent.\nYANGZIJIANG SHIPBLDG HLDGS LTD : (BS6) Shares of the shipbuilder hit a low of S$1.30, down 7.1 per cent or S$0.05, at 9.09 am on Tuesday, after it posted on Monday (Nov 1) a 20.8 per cent drop in gross profit for the third quarter, as higher raw material costs squeezed shipbuilding margins. The counter ended 5 per cent or S$0.07 lower at S$1.33 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879953248,"gmtCreate":1636678312378,"gmtModify":1636678312956,"author":{"id":"4091413242261500","authorId":"4091413242261500","name":"2c5d11d6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ATAI\">$ATAI Life Sciences B.V.*(ATAI)$</a>Booooo","listText":"<a href=\"https://laohu8.com/S/ATAI\">$ATAI Life Sciences B.V.*(ATAI)$</a>Booooo","text":"$ATAI Life Sciences 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