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2021-11-16

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Dow rises slightly after big retail earnings, S&P 500 and Nasdaq are flat

2021-11-15

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2021-11-24

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盘前异动：法拉第未来收警示函！贾跃亭再次为梦想窒息？

2021-11-12

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The total value of U.S. retail sales rose by 1.7% in October compared to September, topping expectations for a 1.4% rise, according to Bloomberg consensus data. The print was closely watched as an indicator of overall economic strength, given consumption comprises about two-thirds of U.S. economic activity.</p>\n<p>Earnings results from retail juggernaut Walmart (WMT) further underscored solid shopping trends among American consumers. The company'sclosely watched U.S. comparable same-store salesgrew 9.2% over last year in the third quarter, and by 15.6% compared to the same period in 2019, to exceed estimates for growth of 7%, according to Bloomberg consensus data. E-commerce sales also held up and grew by a better-than-expected 8%, compared to the 1.9% rise expected, even as more consumers returned to in-person shopping. Shares of Walmart rose in early trading following the report, and shares of peers including Target and Costco rose in sympathy.</p>\n<p>Home Depot (HD), meanwhile, also posted better-than-expected sales and earnings results as the company continued to see \"elevated home improvement demand,\" CEO Craig Menear said in Home Depot's earnings statement. Comparable sales grew 6.1% compared to the 1.5% rise anticipated, and the stock closed in on a record high in pre-market trading.</p>\n<p>These reports came at the tail end of what has already been an exceptionally strong earnings season. As of Friday, 92% of S&amp;P 500 companies had reported actual results, and of these, 81% of them had reported better-than-expected earnings results,according to FactSet.</p>\n<p>The slew of better-than-expected corporate profits, coupled with still-accommodative monetary policy support, have helped power stocks to record highs throughout the year, and pushed the S&amp;P 500 up by nearly 25% so far in 2021. These factors have also helped investors continue to push through concerns over persistently elevated inflation — though the stickiness of these rising prices remains a closely watched risk for investors.</p>\n<p>“We have a stock market that’s been on an absolute tear despite high inflation,” Michael Darda, MKM Partners chief economist,told Yahoo Finance Live.“That’s not aways been the case historically but it has this time around, and I think for a set of very specific reasons.”</p>\n<p>“One is that market interest rates are still extremely low on a historical basis, even though they’re up year-to-date from where they were in January,” he said. “Liquidity levels are high and companies have a lot of pricing power, so profits have been very strong despite those high inflation readings. That doesn’t necessarily mean the market is going to continue to soar on a go-forward basis. I think it’s really going to come down to the future path of market interest rates and how the Fed maneuvers moving forward, because they will be moving into a tightening cycle probably before many forecasters assumed that they would.”</p>\n<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>Dow rises slightly after big retail earnings, S&P 500 and Nasdaq are flat</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\">\nDow rises slightly after big retail earnings, S&P 500 and Nasdaq are flat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-16 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stocks traded mixed Tuesday morning, with traders digesting key new economic data on the state of the consumer after a couple of major retailers topped quarterly earnings results.</p>\n<p>New monthly retail sales datafrom theCommerce Departmentshowed better-than-expected consumer spending trends heading into the holiday season. The total value of U.S. retail sales rose by 1.7% in October compared to September, topping expectations for a 1.4% rise, according to Bloomberg consensus data. The print was closely watched as an indicator of overall economic strength, given consumption comprises about two-thirds of U.S. economic activity.</p>\n<p>Earnings results from retail juggernaut Walmart (WMT) further underscored solid shopping trends among American consumers. The company'sclosely watched U.S. comparable same-store salesgrew 9.2% over last year in the third quarter, and by 15.6% compared to the same period in 2019, to exceed estimates for growth of 7%, according to Bloomberg consensus data. E-commerce sales also held up and grew by a better-than-expected 8%, compared to the 1.9% rise expected, even as more consumers returned to in-person shopping. Shares of Walmart rose in early trading following the report, and shares of peers including Target and Costco rose in sympathy.</p>\n<p>Home Depot (HD), meanwhile, also posted better-than-expected sales and earnings results as the company continued to see \"elevated home improvement demand,\" CEO Craig Menear said in Home Depot's earnings statement. Comparable sales grew 6.1% compared to the 1.5% rise anticipated, and the stock closed in on a record high in pre-market trading.</p>\n<p>These reports came at the tail end of what has already been an exceptionally strong earnings season. As of Friday, 92% of S&amp;P 500 companies had reported actual results, and of these, 81% of them had reported better-than-expected earnings results,according to FactSet.</p>\n<p>The slew of better-than-expected corporate profits, coupled with still-accommodative monetary policy support, have helped power stocks to record highs throughout the year, and pushed the S&amp;P 500 up by nearly 25% so far in 2021. These factors have also helped investors continue to push through concerns over persistently elevated inflation — though the stickiness of these rising prices remains a closely watched risk for investors.</p>\n<p>“We have a stock market that’s been on an absolute tear despite high inflation,” Michael Darda, MKM Partners chief economist,told Yahoo Finance Live.“That’s not aways been the case historically but it has this time around, and I think for a set of very specific reasons.”</p>\n<p>“One is that market interest rates are still extremely low on a historical basis, even though they’re up year-to-date from where they were in January,” he said. “Liquidity levels are high and companies have a lot of pricing power, so profits have been very strong despite those high inflation readings. That doesn’t necessarily mean the market is going to continue to soar on a go-forward basis. I think it’s really going to come down to the future path of market interest rates and how the Fed maneuvers moving forward, because they will be moving into a tightening cycle probably before many forecasters assumed that they would.”</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113371408","content_text":"Stocks traded mixed Tuesday morning, with traders digesting key new economic data on the state of the consumer after a couple of major retailers topped quarterly earnings results.\nNew monthly retail sales datafrom theCommerce Departmentshowed better-than-expected consumer spending trends heading into the holiday season. The total value of U.S. retail sales rose by 1.7% in October compared to September, topping expectations for a 1.4% rise, according to Bloomberg consensus data. The print was closely watched as an indicator of overall economic strength, given consumption comprises about two-thirds of U.S. economic activity.\nEarnings results from retail juggernaut Walmart (WMT) further underscored solid shopping trends among American consumers. The company'sclosely watched U.S. comparable same-store salesgrew 9.2% over last year in the third quarter, and by 15.6% compared to the same period in 2019, to exceed estimates for growth of 7%, according to Bloomberg consensus data. E-commerce sales also held up and grew by a better-than-expected 8%, compared to the 1.9% rise expected, even as more consumers returned to in-person shopping. Shares of Walmart rose in early trading following the report, and shares of peers including Target and Costco rose in sympathy.\nHome Depot (HD), meanwhile, also posted better-than-expected sales and earnings results as the company continued to see \"elevated home improvement demand,\" CEO Craig Menear said in Home Depot's earnings statement. Comparable sales grew 6.1% compared to the 1.5% rise anticipated, and the stock closed in on a record high in pre-market trading.\nThese reports came at the tail end of what has already been an exceptionally strong earnings season. As of Friday, 92% of S&P 500 companies had reported actual results, and of these, 81% of them had reported better-than-expected earnings results,according to FactSet.\nThe slew of better-than-expected corporate profits, coupled with still-accommodative monetary policy support, have helped power stocks to record highs throughout the year, and pushed the S&P 500 up by nearly 25% so far in 2021. These factors have also helped investors continue to push through concerns over persistently elevated inflation — though the stickiness of these rising prices remains a closely watched risk for investors.\n“We have a stock market that’s been on an absolute tear despite high inflation,” Michael Darda, MKM Partners chief economist,told Yahoo Finance Live.“That’s not aways been the case historically but it has this time around, and I think for a set of very specific reasons.”\n“One is that market interest rates are still extremely low on a historical basis, even though they’re up year-to-date from where they were in January,” he said. “Liquidity levels are high and companies have a lot of pricing power, so profits have been very strong despite those high inflation readings. That doesn’t necessarily mean the market is going to continue to soar on a go-forward basis. I think it’s really going to come down to the future path of market interest rates and how the Fed maneuvers moving forward, because they will be moving into a tightening cycle probably before many forecasters assumed that they would.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873675336,"gmtCreate":1636942487242,"gmtModify":1636942506718,"author":{"id":"4099395778793070","authorId":"4099395778793070","name":"Ngkk91","avatar":"https://static.tigerbbs.com/54b98de71205fbb6e115fc6066a188cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099395778793070","authorIdStr":"4099395778793070"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thank you for the free apple share!!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thank you for the free apple share!!","text":"$Apple(AAPL)$Thank you for the free apple share!!","images":[{"img":"https://static.tigerbbs.com/2233074941c3bb658dbe7b8c58ebf076","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873675336","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879903541,"gmtCreate":1636674589441,"gmtModify":1636674589572,"author":{"id":"4099395778793070","authorId":"4099395778793070","name":"Ngkk91","avatar":"https://static.tigerbbs.com/54b98de71205fbb6e115fc6066a188cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099395778793070","authorIdStr":"4099395778793070"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879903541","repostId":"847254126","repostType":1,"repost":{"id":847254126,"gmtCreate":1636527916783,"gmtModify":1636552118096,"author":{"id":"4094098853054450","authorId":"4094098853054450","name":"星光愿景AI科技","avatar":"https://static.tigerbbs.com/24585a47a753967e2a462d33c8fc2b23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094098853054450","authorIdStr":"4094098853054450"},"themes":[],"title":"今年的苹果业绩，供应链引发的冰与火之歌","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;小米合伙人卢伟冰说过，一部手机中有大大小小 114 颗芯片。今年，我们可以看到苹果公司的股价和业绩如何围绕【供应链】这一短期主题上下波动，随着这114颗“心”跳动，被构造与消化。| 首先，让我们看看商业基本面是如何作用于苹果股价的？来源：Starvision.AI以季度切分，我们可以清楚地看到资产价格回报与基本面盈利能力的强烈相关关系。简单的道理是，基本面盈利能力强于预期，带来较高的收益率水平；不及预期，带来较低的收益率水平。具体的表现是，由于iPhone销售带动Q2盈利超预期，2021年Q2季度苹果累计收益率较高（8.7%）；而2021年Q3季度营收受供应链影响而低于预期，累计收益率略低（5.3%），低于Q2季度。| 接下来，看一些时间方面的细节有2个有趣的时间点，分别是6月和9月。苹果Q2经历了一个下滑到大幅上涨的过程，在6月，由跌变涨，一个有趣的分界点。来源：Starvision.AI受到东南亚制造业停工、缺芯潮与昂贵的电子零件物流费，苹果曾表示供应短缺问题会在6月份造成30亿到40亿美元的影响。但Q2季度却发生了股价反转，原因是虽然市场预期到供应链短缺，但强劲的iPhone与服务收入抵消了预期的任何短期疲软。苹果Q2财报确实没让人失望，每股摊薄收益和营收均超出华尔街分析师预期。转折来了——飙升3个月后，9月掉头向下。供应链","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;小米合伙人卢伟冰说过，一部手机中有大大小小 114 颗芯片。今年，我们可以看到苹果公司的股价和业绩如何围绕【供应链】这一短期主题上下波动，随着这114颗“心”跳动，被构造与消化。| 首先，让我们看看商业基本面是如何作用于苹果股价的？来源：Starvision.AI以季度切分，我们可以清楚地看到资产价格回报与基本面盈利能力的强烈相关关系。简单的道理是，基本面盈利能力强于预期，带来较高的收益率水平；不及预期，带来较低的收益率水平。具体的表现是，由于iPhone销售带动Q2盈利超预期，2021年Q2季度苹果累计收益率较高（8.7%）；而2021年Q3季度营收受供应链影响而低于预期，累计收益率略低（5.3%），低于Q2季度。| 接下来，看一些时间方面的细节有2个有趣的时间点，分别是6月和9月。苹果Q2经历了一个下滑到大幅上涨的过程，在6月，由跌变涨，一个有趣的分界点。来源：Starvision.AI受到东南亚制造业停工、缺芯潮与昂贵的电子零件物流费，苹果曾表示供应短缺问题会在6月份造成30亿到40亿美元的影响。但Q2季度却发生了股价反转，原因是虽然市场预期到供应链短缺，但强劲的iPhone与服务收入抵消了预期的任何短期疲软。苹果Q2财报确实没让人失望，每股摊薄收益和营收均超出华尔街分析师预期。转折来了——飙升3个月后，9月掉头向下。供应链","text":"$苹果(AAPL)$ $纳斯达克(.IXIC)$ $小米集团-W(01810)$ 小米合伙人卢伟冰说过，一部手机中有大大小小 114 颗芯片。今年，我们可以看到苹果公司的股价和业绩如何围绕【供应链】这一短期主题上下波动，随着这114颗“心”跳动，被构造与消化。| 首先，让我们看看商业基本面是如何作用于苹果股价的？来源：Starvision.AI以季度切分，我们可以清楚地看到资产价格回报与基本面盈利能力的强烈相关关系。简单的道理是，基本面盈利能力强于预期，带来较高的收益率水平；不及预期，带来较低的收益率水平。具体的表现是，由于iPhone销售带动Q2盈利超预期，2021年Q2季度苹果累计收益率较高（8.7%）；而2021年Q3季度营收受供应链影响而低于预期，累计收益率略低（5.3%），低于Q2季度。| 接下来，看一些时间方面的细节有2个有趣的时间点，分别是6月和9月。苹果Q2经历了一个下滑到大幅上涨的过程，在6月，由跌变涨，一个有趣的分界点。来源：Starvision.AI受到东南亚制造业停工、缺芯潮与昂贵的电子零件物流费，苹果曾表示供应短缺问题会在6月份造成30亿到40亿美元的影响。但Q2季度却发生了股价反转，原因是虽然市场预期到供应链短缺，但强劲的iPhone与服务收入抵消了预期的任何短期疲软。苹果Q2财报确实没让人失望，每股摊薄收益和营收均超出华尔街分析师预期。转折来了——飙升3个月后，9月掉头向下。供应链","images":[{"img":"https://static.tigerbbs.com/43a5381c6edefdb014fec1a93375625d","width":"688","height":"482"},{"img":"https://static.tigerbbs.com/deaa247374dc86e41106a6c6c1db1982","width":"688","height":"483"},{"img":"https://static.tigerbbs.com/6e8b66aa0830437545be6e1f3f9af8da","width":"688","height":"481"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847254126","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":871267643,"gmtCreate":1637074964465,"gmtModify":1637074964592,"author":{"id":"4099395778793070","authorId":"4099395778793070","name":"Ngkk91","avatar":"https://static.tigerbbs.com/54b98de71205fbb6e115fc6066a188cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099395778793070","authorIdStr":"4099395778793070"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871267643","repostId":"1113371408","repostType":4,"repost":{"id":"1113371408","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":1637073318,"share":"https://www.laohu8.com/m/news/1113371408?lang=&edition=full","pubTime":"2021-11-16 22:35","market":"us","language":"en","title":"Dow rises slightly after big retail earnings, S&P 500 and Nasdaq are flat","url":"https://stock-news.laohu8.com/highlight/detail?id=1113371408","media":"Tiger Newspress","summary":"Stocks traded mixed Tuesday morning, with traders digesting key new economic data on the state of th","content":"<p>Stocks traded mixed Tuesday morning, with traders digesting key new economic data on the state of the consumer after a couple of major retailers topped quarterly earnings results.</p>\n<p>New monthly retail sales datafrom theCommerce Departmentshowed better-than-expected consumer spending trends heading into the holiday season. The total value of U.S. retail sales rose by 1.7% in October compared to September, topping expectations for a 1.4% rise, according to Bloomberg consensus data. The print was closely watched as an indicator of overall economic strength, given consumption comprises about two-thirds of U.S. economic activity.</p>\n<p>Earnings results from retail juggernaut Walmart (WMT) further underscored solid shopping trends among American consumers. The company'sclosely watched U.S. comparable same-store salesgrew 9.2% over last year in the third quarter, and by 15.6% compared to the same period in 2019, to exceed estimates for growth of 7%, according to Bloomberg consensus data. E-commerce sales also held up and grew by a better-than-expected 8%, compared to the 1.9% rise expected, even as more consumers returned to in-person shopping. Shares of Walmart rose in early trading following the report, and shares of peers including Target and Costco rose in sympathy.</p>\n<p>Home Depot (HD), meanwhile, also posted better-than-expected sales and earnings results as the company continued to see \"elevated home improvement demand,\" CEO Craig Menear said in Home Depot's earnings statement. Comparable sales grew 6.1% compared to the 1.5% rise anticipated, and the stock closed in on a record high in pre-market trading.</p>\n<p>These reports came at the tail end of what has already been an exceptionally strong earnings season. As of Friday, 92% of S&amp;P 500 companies had reported actual results, and of these, 81% of them had reported better-than-expected earnings results,according to FactSet.</p>\n<p>The slew of better-than-expected corporate profits, coupled with still-accommodative monetary policy support, have helped power stocks to record highs throughout the year, and pushed the S&amp;P 500 up by nearly 25% so far in 2021. These factors have also helped investors continue to push through concerns over persistently elevated inflation — though the stickiness of these rising prices remains a closely watched risk for investors.</p>\n<p>“We have a stock market that’s been on an absolute tear despite high inflation,” Michael Darda, MKM Partners chief economist,told Yahoo Finance Live.“That’s not aways been the case historically but it has this time around, and I think for a set of very specific reasons.”</p>\n<p>“One is that market interest rates are still extremely low on a historical basis, even though they’re up year-to-date from where they were in January,” he said. “Liquidity levels are high and companies have a lot of pricing power, so profits have been very strong despite those high inflation readings. That doesn’t necessarily mean the market is going to continue to soar on a go-forward basis. I think it’s really going to come down to the future path of market interest rates and how the Fed maneuvers moving forward, because they will be moving into a tightening cycle probably before many forecasters assumed that they would.”</p>\n<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>Dow rises slightly after big retail earnings, S&P 500 and Nasdaq are flat</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\">\nDow rises slightly after big retail earnings, S&P 500 and Nasdaq are flat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-16 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stocks traded mixed Tuesday morning, with traders digesting key new economic data on the state of the consumer after a couple of major retailers topped quarterly earnings results.</p>\n<p>New monthly retail sales datafrom theCommerce Departmentshowed better-than-expected consumer spending trends heading into the holiday season. The total value of U.S. retail sales rose by 1.7% in October compared to September, topping expectations for a 1.4% rise, according to Bloomberg consensus data. The print was closely watched as an indicator of overall economic strength, given consumption comprises about two-thirds of U.S. economic activity.</p>\n<p>Earnings results from retail juggernaut Walmart (WMT) further underscored solid shopping trends among American consumers. The company'sclosely watched U.S. comparable same-store salesgrew 9.2% over last year in the third quarter, and by 15.6% compared to the same period in 2019, to exceed estimates for growth of 7%, according to Bloomberg consensus data. E-commerce sales also held up and grew by a better-than-expected 8%, compared to the 1.9% rise expected, even as more consumers returned to in-person shopping. Shares of Walmart rose in early trading following the report, and shares of peers including Target and Costco rose in sympathy.</p>\n<p>Home Depot (HD), meanwhile, also posted better-than-expected sales and earnings results as the company continued to see \"elevated home improvement demand,\" CEO Craig Menear said in Home Depot's earnings statement. Comparable sales grew 6.1% compared to the 1.5% rise anticipated, and the stock closed in on a record high in pre-market trading.</p>\n<p>These reports came at the tail end of what has already been an exceptionally strong earnings season. As of Friday, 92% of S&amp;P 500 companies had reported actual results, and of these, 81% of them had reported better-than-expected earnings results,according to FactSet.</p>\n<p>The slew of better-than-expected corporate profits, coupled with still-accommodative monetary policy support, have helped power stocks to record highs throughout the year, and pushed the S&amp;P 500 up by nearly 25% so far in 2021. These factors have also helped investors continue to push through concerns over persistently elevated inflation — though the stickiness of these rising prices remains a closely watched risk for investors.</p>\n<p>“We have a stock market that’s been on an absolute tear despite high inflation,” Michael Darda, MKM Partners chief economist,told Yahoo Finance Live.“That’s not aways been the case historically but it has this time around, and I think for a set of very specific reasons.”</p>\n<p>“One is that market interest rates are still extremely low on a historical basis, even though they’re up year-to-date from where they were in January,” he said. “Liquidity levels are high and companies have a lot of pricing power, so profits have been very strong despite those high inflation readings. That doesn’t necessarily mean the market is going to continue to soar on a go-forward basis. I think it’s really going to come down to the future path of market interest rates and how the Fed maneuvers moving forward, because they will be moving into a tightening cycle probably before many forecasters assumed that they would.”</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113371408","content_text":"Stocks traded mixed Tuesday morning, with traders digesting key new economic data on the state of the consumer after a couple of major retailers topped quarterly earnings results.\nNew monthly retail sales datafrom theCommerce Departmentshowed better-than-expected consumer spending trends heading into the holiday season. The total value of U.S. retail sales rose by 1.7% in October compared to September, topping expectations for a 1.4% rise, according to Bloomberg consensus data. The print was closely watched as an indicator of overall economic strength, given consumption comprises about two-thirds of U.S. economic activity.\nEarnings results from retail juggernaut Walmart (WMT) further underscored solid shopping trends among American consumers. The company'sclosely watched U.S. comparable same-store salesgrew 9.2% over last year in the third quarter, and by 15.6% compared to the same period in 2019, to exceed estimates for growth of 7%, according to Bloomberg consensus data. E-commerce sales also held up and grew by a better-than-expected 8%, compared to the 1.9% rise expected, even as more consumers returned to in-person shopping. Shares of Walmart rose in early trading following the report, and shares of peers including Target and Costco rose in sympathy.\nHome Depot (HD), meanwhile, also posted better-than-expected sales and earnings results as the company continued to see \"elevated home improvement demand,\" CEO Craig Menear said in Home Depot's earnings statement. Comparable sales grew 6.1% compared to the 1.5% rise anticipated, and the stock closed in on a record high in pre-market trading.\nThese reports came at the tail end of what has already been an exceptionally strong earnings season. As of Friday, 92% of S&P 500 companies had reported actual results, and of these, 81% of them had reported better-than-expected earnings results,according to FactSet.\nThe slew of better-than-expected corporate profits, coupled with still-accommodative monetary policy support, have helped power stocks to record highs throughout the year, and pushed the S&P 500 up by nearly 25% so far in 2021. These factors have also helped investors continue to push through concerns over persistently elevated inflation — though the stickiness of these rising prices remains a closely watched risk for investors.\n“We have a stock market that’s been on an absolute tear despite high inflation,” Michael Darda, MKM Partners chief economist,told Yahoo Finance Live.“That’s not aways been the case historically but it has this time around, and I think for a set of very specific reasons.”\n“One is that market interest rates are still extremely low on a historical basis, even though they’re up year-to-date from where they were in January,” he said. “Liquidity levels are high and companies have a lot of pricing power, so profits have been very strong despite those high inflation readings. That doesn’t necessarily mean the market is going to continue to soar on a go-forward basis. I think it’s really going to come down to the future path of market interest rates and how the Fed maneuvers moving forward, because they will be moving into a tightening cycle probably before many forecasters assumed that they would.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873675336,"gmtCreate":1636942487242,"gmtModify":1636942506718,"author":{"id":"4099395778793070","authorId":"4099395778793070","name":"Ngkk91","avatar":"https://static.tigerbbs.com/54b98de71205fbb6e115fc6066a188cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099395778793070","authorIdStr":"4099395778793070"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thank you for the free apple share!!","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Thank you for the free apple share!!","text":"$Apple(AAPL)$Thank you for the free apple share!!","images":[{"img":"https://static.tigerbbs.com/2233074941c3bb658dbe7b8c58ebf076","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873675336","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874833820,"gmtCreate":1637753591045,"gmtModify":1637753591045,"author":{"id":"4099395778793070","authorId":"4099395778793070","name":"Ngkk91","avatar":"https://static.tigerbbs.com/54b98de71205fbb6e115fc6066a188cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099395778793070","authorIdStr":"4099395778793070"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874833820","repostId":"1106284657","repostType":2,"repost":{"id":"1106284657","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637746984,"share":"https://www.laohu8.com/m/news/1106284657?lang=&edition=full","pubTime":"2021-11-24 17:43","market":"us","language":"zh","title":"盘前异动：法拉第未来收警示函！贾跃亭再次为梦想窒息？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106284657","media":"老虎资讯综合","summary":"11月24日，美股股指期货震荡走低，道指期货跌0.2%，纳指期货跌0.16%，标普500指数跌0.19%。\n\n法拉第未来盘前一度跌超14%，公司于11月17日收到纳斯达克股票市场的信函，称该公司不符合","content":"<p>11月24日，美股股指期货震荡走低，道指期货跌0.2%，纳指期货跌0.16%，标普500指数跌0.19%。</p>\n<p><img src=\"https://static.tigerbbs.com/970a780928667e20bebf7bb75b144af7\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前一度跌超14%，公司于11月17日收到纳斯达克股票市场的信函，称该公司不符合纳斯达克上市规则。</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨2.8%，今日其港股收涨逾10%，昨日公布的Q3业绩好于预期。</p>\n<p><a href=\"https://laohu8.com/S/GPS\">Gap</a>盘前跌超18%，第三季业绩逊预期并调低全年预测。</p>\n<p><a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>盘前重挫逾26%，第三季盈利逊预测且本年度收入指引略低于市场预期。</p>\n<p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>盘前涨2.85%，第三财季营收284亿美元，净利润同比大增341%。</p>\n<p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>盘前涨近8%，第四财季净利润同比大增约364%，且远超出市场预期。</p>\n<p><a href=\"https://laohu8.com/S/PSTG\">Pure Storage</a>盘前大涨超15%，Q3业绩好于预期。</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>盘前异动：法拉第未来收警示函！贾跃亭再次为梦想窒息？</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{ 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}\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盘前异动：法拉第未来收警示函！贾跃亭再次为梦想窒息？\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\">2021-11-24 17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月24日，美股股指期货震荡走低，道指期货跌0.2%，纳指期货跌0.16%，标普500指数跌0.19%。</p>\n<p><img src=\"https://static.tigerbbs.com/970a780928667e20bebf7bb75b144af7\" tg-width=\"385\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前一度跌超14%，公司于11月17日收到纳斯达克股票市场的信函，称该公司不符合纳斯达克上市规则。</p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨2.8%，今日其港股收涨逾10%，昨日公布的Q3业绩好于预期。</p>\n<p><a href=\"https://laohu8.com/S/GPS\">Gap</a>盘前跌超18%，第三季业绩逊预期并调低全年预测。</p>\n<p><a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>盘前重挫逾26%，第三季盈利逊预测且本年度收入指引略低于市场预期。</p>\n<p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>盘前涨2.85%，第三财季营收284亿美元，净利润同比大增341%。</p>\n<p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>盘前涨近8%，第四财季净利润同比大增约364%，且远超出市场预期。</p>\n<p><a href=\"https://laohu8.com/S/PSTG\">Pure Storage</a>盘前大涨超15%，Q3业绩好于预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"JWN":"诺德斯特龙","DELL":"戴尔","FFIE":"Faraday Future",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4103":"百货商店","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","03086":"华夏纳指","BK4170":"电脑硬件、储存设备及电脑周边","HPQ":"惠普","PSTG":"Pure Storage Inc","BK4505":"高瓴资本持仓","BK4099":"汽车制造商","BK4526":"热门中概股","XPEV":"小鹏汽车","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4515":"5G概念"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106284657","content_text":"11月24日，美股股指期货震荡走低，道指期货跌0.2%，纳指期货跌0.16%，标普500指数跌0.19%。\n\n法拉第未来盘前一度跌超14%，公司于11月17日收到纳斯达克股票市场的信函，称该公司不符合纳斯达克上市规则。\n小鹏汽车盘前涨2.8%，今日其港股收涨逾10%，昨日公布的Q3业绩好于预期。\nGap盘前跌超18%，第三季业绩逊预期并调低全年预测。\n诺德斯特龙盘前重挫逾26%，第三季盈利逊预测且本年度收入指引略低于市场预期。\n戴尔盘前涨2.85%，第三财季营收284亿美元，净利润同比大增341%。\n惠普盘前涨近8%，第四财季净利润同比大增约364%，且远超出市场预期。\nPure Storage盘前大涨超15%，Q3业绩好于预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879903541,"gmtCreate":1636674589441,"gmtModify":1636674589572,"author":{"id":"4099395778793070","authorId":"4099395778793070","name":"Ngkk91","avatar":"https://static.tigerbbs.com/54b98de71205fbb6e115fc6066a188cd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099395778793070","authorIdStr":"4099395778793070"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879903541","repostId":"847254126","repostType":1,"repost":{"id":847254126,"gmtCreate":1636527916783,"gmtModify":1636552118096,"author":{"id":"4094098853054450","authorId":"4094098853054450","name":"星光愿景AI科技","avatar":"https://static.tigerbbs.com/24585a47a753967e2a462d33c8fc2b23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094098853054450","authorIdStr":"4094098853054450"},"themes":[],"title":"今年的苹果业绩，供应链引发的冰与火之歌","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;小米合伙人卢伟冰说过，一部手机中有大大小小 114 颗芯片。今年，我们可以看到苹果公司的股价和业绩如何围绕【供应链】这一短期主题上下波动，随着这114颗“心”跳动，被构造与消化。| 首先，让我们看看商业基本面是如何作用于苹果股价的？来源：Starvision.AI以季度切分，我们可以清楚地看到资产价格回报与基本面盈利能力的强烈相关关系。简单的道理是，基本面盈利能力强于预期，带来较高的收益率水平；不及预期，带来较低的收益率水平。具体的表现是，由于iPhone销售带动Q2盈利超预期，2021年Q2季度苹果累计收益率较高（8.7%）；而2021年Q3季度营收受供应链影响而低于预期，累计收益率略低（5.3%），低于Q2季度。| 接下来，看一些时间方面的细节有2个有趣的时间点，分别是6月和9月。苹果Q2经历了一个下滑到大幅上涨的过程，在6月，由跌变涨，一个有趣的分界点。来源：Starvision.AI受到东南亚制造业停工、缺芯潮与昂贵的电子零件物流费，苹果曾表示供应短缺问题会在6月份造成30亿到40亿美元的影响。但Q2季度却发生了股价反转，原因是虽然市场预期到供应链短缺，但强劲的iPhone与服务收入抵消了预期的任何短期疲软。苹果Q2财报确实没让人失望，每股摊薄收益和营收均超出华尔街分析师预期。转折来了——飙升3个月后，9月掉头向下。供应链","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;小米合伙人卢伟冰说过，一部手机中有大大小小 114 颗芯片。今年，我们可以看到苹果公司的股价和业绩如何围绕【供应链】这一短期主题上下波动，随着这114颗“心”跳动，被构造与消化。| 首先，让我们看看商业基本面是如何作用于苹果股价的？来源：Starvision.AI以季度切分，我们可以清楚地看到资产价格回报与基本面盈利能力的强烈相关关系。简单的道理是，基本面盈利能力强于预期，带来较高的收益率水平；不及预期，带来较低的收益率水平。具体的表现是，由于iPhone销售带动Q2盈利超预期，2021年Q2季度苹果累计收益率较高（8.7%）；而2021年Q3季度营收受供应链影响而低于预期，累计收益率略低（5.3%），低于Q2季度。| 接下来，看一些时间方面的细节有2个有趣的时间点，分别是6月和9月。苹果Q2经历了一个下滑到大幅上涨的过程，在6月，由跌变涨，一个有趣的分界点。来源：Starvision.AI受到东南亚制造业停工、缺芯潮与昂贵的电子零件物流费，苹果曾表示供应短缺问题会在6月份造成30亿到40亿美元的影响。但Q2季度却发生了股价反转，原因是虽然市场预期到供应链短缺，但强劲的iPhone与服务收入抵消了预期的任何短期疲软。苹果Q2财报确实没让人失望，每股摊薄收益和营收均超出华尔街分析师预期。转折来了——飙升3个月后，9月掉头向下。供应链","text":"$苹果(AAPL)$ $纳斯达克(.IXIC)$ $小米集团-W(01810)$ 小米合伙人卢伟冰说过，一部手机中有大大小小 114 颗芯片。今年，我们可以看到苹果公司的股价和业绩如何围绕【供应链】这一短期主题上下波动，随着这114颗“心”跳动，被构造与消化。| 首先，让我们看看商业基本面是如何作用于苹果股价的？来源：Starvision.AI以季度切分，我们可以清楚地看到资产价格回报与基本面盈利能力的强烈相关关系。简单的道理是，基本面盈利能力强于预期，带来较高的收益率水平；不及预期，带来较低的收益率水平。具体的表现是，由于iPhone销售带动Q2盈利超预期，2021年Q2季度苹果累计收益率较高（8.7%）；而2021年Q3季度营收受供应链影响而低于预期，累计收益率略低（5.3%），低于Q2季度。| 接下来，看一些时间方面的细节有2个有趣的时间点，分别是6月和9月。苹果Q2经历了一个下滑到大幅上涨的过程，在6月，由跌变涨，一个有趣的分界点。来源：Starvision.AI受到东南亚制造业停工、缺芯潮与昂贵的电子零件物流费，苹果曾表示供应短缺问题会在6月份造成30亿到40亿美元的影响。但Q2季度却发生了股价反转，原因是虽然市场预期到供应链短缺，但强劲的iPhone与服务收入抵消了预期的任何短期疲软。苹果Q2财报确实没让人失望，每股摊薄收益和营收均超出华尔街分析师预期。转折来了——飙升3个月后，9月掉头向下。供应链","images":[{"img":"https://static.tigerbbs.com/43a5381c6edefdb014fec1a93375625d","width":"688","height":"482"},{"img":"https://static.tigerbbs.com/deaa247374dc86e41106a6c6c1db1982","width":"688","height":"483"},{"img":"https://static.tigerbbs.com/6e8b66aa0830437545be6e1f3f9af8da","width":"688","height":"481"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847254126","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}