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Summary Bitcoin will be Bitcoin and bucket shops will be bucket shops. Stocks, options, commodities

An analyst sees Apple rapidly growing its advertising business at a similar trajectory to what Amazo

Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue,

The Hang Seng Tech Index dropped as much as 3%, as China’s market regulator released draft rules ban

It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.

周四盘后，美版“美团”$DoorDash, Inc.(DASH)$ 、美版“拼多多”$ContextLogic Inc.(WISH)$ 公布了2021财年第二季度业绩，结果让人大跌眼镜。疲软的业绩指引给两家企业下半年蒙上了一层阴影，在中国顺风顺水的互联网模式却在美国举步维艰，各项成本高企增加了盈利难度，疫情红利消失后，这些企业将如何维持增长？ 惨淡季报后暴跌20%，wish还有希望吗？ ContextLogic是跨境电商巨头wish母公司，被称为美版“拼多多”。第二季度，公司营收同比下降6.4%至6.56亿美元，净亏损1.11亿美元，不及管理层预期和市场预期，盘后股价暴跌20%。受制于去年高基数，其实本季度肯定面临很大的比较压力，但收入同比下滑对于电商平台是不可接受的。 其实在业绩披露之前，市场就发出过预警，美银分析师最近将ContextLogic的评级从之前的“买入”下调至“中性”，12美元的目标价也是目前所有分析师中最低的。虽然投资者和对电商初创企业仍普遍看好，但短期内市场资金明显出现了摇摆。 同其他电商初创平台类似，ContextLogic也难免经历着短期业绩阵痛期，而本季度只是ContextLogic增速放缓的一个缩影。其实在2019年，公司就告别了高增长，直到疫情开始各项业务才全面复苏。我们看到本季度疫情红利褪去后，活跃卖家数、订单量、APP下载量、用户时长全线下降，ContextLogic业绩不稳定的特性暴露无遗。 电商平台初期为了扩大市场、吸引用户，高投入要忍受巨大的亏损压力。更可况wish还在自建物流体系，以减少运输时间并降低运费