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- LINLINLINLIN
  ·2021-03-22
  Overpriced, will flatuate anyway...
  非常抱歉，此主贴已删除
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- LINLINLINLIN
  ·2021-03-16
  Next attack..
  The “Bros” Are Preparing Their Next Attack<blockquote>“兄弟”们正在准备他们的下一次进攻</blockquote>
  Most investors have heard of the GameStop frenzy. GameStop is a brick-and-mortar retail outlet for v
  The “Bros” Are Preparing Their Next Attack<blockquote>“兄弟”们正在准备他们的下一次进攻</blockquote>
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- LINLINLINLIN
  ·2021-01-21
  Nice
  Why Jack Ma's Reappearance Isn't Enough To Calm Alibaba Investors<blockquote>为什么马云的重新出现不足以安抚阿里巴巴-SW投资者</blockquote>
  Alibaba Group Holding Ltd co-founder Jack Ma reappeared in public view on Wednesday sending the comp
  Why Jack Ma's Reappearance Isn't Enough To Calm Alibaba Investors<blockquote>为什么马云的重新出现不足以安抚阿里巴巴-SW投资者</blockquote>
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will flatuate anyway...","listText":"Overpriced, will flatuate anyway...","text":"Overpriced, will flatuate anyway...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359529332","repostId":"2121127803","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325589846,"gmtCreate":1615906231385,"gmtModify":1703494886078,"author":{"id":"3570246471975272","authorId":"3570246471975272","name":"LINLIN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570246471975272","idStr":"3570246471975272"},"themes":[],"htmlText":"Next attack..","listText":"Next attack..","text":"Next attack..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325589846","repostId":"1155050474","repostType":4,"repost":{"id":"1155050474","kind":"news","pubTimestamp":1615905710,"share":"https://www.laohu8.com/m/news/1155050474?lang=zh_CN&edition=full","pubTime":"2021-03-16 22:41","market":"us","language":"en","title":"The “Bros” Are Preparing Their Next Attack<blockquote>“兄弟”们正在准备他们的下一次进攻</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155050474","media":"Daily Reckoning","summary":"Most investors have heard of the GameStop frenzy. GameStop is a brick-and-mortar retail outlet for v","content":"<p>Most investors have heard of the GameStop frenzy. GameStop is a brick-and-mortar retail outlet for video games, equipment and accessories.</p><p><blockquote>大多数投资者都听说过游戏驿站狂潮。游戏驿站是一家电子游戏、设备和配件的实体零售店。</blockquote></p><p> It has long been considered a dying company by Wall Street because it does not have a strong online presence. It seemed to be headed in the same direction as Blockbuster after Netflix arrived with a streaming model for movie rentals to replace Blockbuster’s model of drive-to locations with physical VHS cassettes and DVDs.</p><p><blockquote>长期以来，它一直被华尔街认为是一家垂死的公司，因为它没有强大的在线影响力。在网飞推出电影租赁流媒体模式，用实体VHS磁带和DVD取代百视达的免下车模式后，它似乎与百视达朝着同一个方向前进。</blockquote></p><p> GameStop was heavily shorted. Then along came the Bros!</p><p><blockquote>游戏驿站被严重做空。然后兄弟们来了！</blockquote></p><p> The Bros (short for “brothers”) are mostly millennial, mostly male novice traders who used the RobinHood mobile phone app to trade stocks (using call options with leverage) the way people bet on the Super Bowl or basketball during March Madness.</p><p><blockquote>Bros（“兄弟”的简称）大多是千禧一代，大多是男性新手交易者，他们使用RobinHood手机应用程序交易股票（使用杠杆看涨期权期权），就像人们在三月疯狂期间押注超级碗或篮球一样。</blockquote></p><p> GameStop went from $40 per share to over $400 per share in a matter of weeks, leaving hedge funds that had shorted GameStop with over $20 billion in losses. Of course, the GameStop pump-and-dump came crashing down, resulting in losses for the Bros also, but that’s just how bubbles go.</p><p><blockquote>游戏驿站在几周内从每股40美元涨到了每股400多美元，让做空游戏驿站的对冲基金损失超过200亿美元。当然，游戏驿站的泵和转储崩溃了，也给兄弟们带来了损失，但泡沫就是这样产生的。</blockquote></p><p> <b>Here We Go Again?</b></p><p><blockquote><b>又来了？</b></blockquote></p><p> What is not as well-known is that a lot of the money for the Bro’s trading came from the $1,200 COVID relief check the government handed out last spring and the $600 checks handed out at the end of December.</p><p><blockquote>不太为人所知的是，Bro交易的大部分资金来自政府去年春天发放的1200美元COVID救济支票和12月底发放的600美元支票。</blockquote></p><p> Many Bros were tech-savvy, unemployed and stuck-at-home, so using the government’s “free money” to have fun trading stocks was a great form of entertainment during the lockdowns. Now it’s happening again!</p><p><blockquote>许多兄弟精通技术，失业并被困在家里，因此在封锁期间，利用政府的“免费资金”来享受股票交易是一种很好的娱乐形式。现在又发生了！</blockquote></p><p> Young retail investors plan to use their new $1,400 government checks from the $1.9 trillion Biden bailout bill to engage in a new round of speculative trading.</p><p><blockquote>年轻的散户投资者计划使用他们从1.9万亿美元拜登救助法案中获得的1400美元新政府支票，从事新一轮投机交易。</blockquote></p><p> For the Bros, this is more like gambling than investing. For more serious investors, there are some important implications. Once the checks are available (in about two weeks), investors should expect some enormous volatility and huge gains in whatever stocks the Bros select.</p><p><blockquote>对于兄弟们来说，这更像是赌博而不是投资。对于更认真的投资者来说，有一些重要的含义。一旦支票可用（大约两周后），投资者应该预计兄弟们选择的任何股票都会出现巨大的波动和巨大的收益。</blockquote></p><p> It’s impossible to know in advance what stocks will be pumped (they use a Reddit chatroom called r/wallstreetbets/ to exchange views), but you’ll know it once the frenzy starts. The other serious economic implication is that the Bros and Americans, in general, are not planning to spend their money on goods and services.</p><p><blockquote>不可能提前知道哪些股票会被炒高（他们使用一个名为r/wallstreetbets/的Reddit聊天室来交换观点），但一旦狂热开始，你就会知道了。另一个严重的经济影响是，总的来说，兄弟和美国人不打算把钱花在商品和服务上。</blockquote></p><p> <b>More Debt, Less Growth</b></p><p><blockquote><b>债务增加，增长减少</b></blockquote></p><p> The U.S. economy is about 70% dependent on consumption; savings and investment are essential, which can be beneficial in the long-run but do nothing to expand GDP in the short-run.</p><p><blockquote>美国经济70%左右依赖消费；储蓄和投资是必不可少的，从长远来看可能是有益的，但在短期内对扩大GDP没有任何作用。</blockquote></p><p> Biden has said that we need the massive spending package “to grow the economy.” But it will only slow the economy because the added debt causes Americans to save more and spend less in anticipation of higher taxes down the road.</p><p><blockquote>拜登表示，我们需要大规模支出计划“来增长经济”。但这只会减缓经济，因为增加的债务导致美国人储蓄更多，支出更少，以应对未来更高的税收。</blockquote></p><p> The “stimulus” actually keeps people from looking for jobs because the handouts are often more than they could be making at work. Meanwhile, the higher taxes needed to pay for the handouts also slow the creation of jobs because businesses have less money to invest or hire workers.</p><p><blockquote>“刺激”实际上阻止了人们找工作，因为施舍往往比他们在工作中能赚到的要多。与此同时，支付施舍所需的更高税收也减缓了就业机会的创造，因为企业投资或雇佣工人的资金减少了。</blockquote></p><p> The only sustainable way out of the COVID recession is real growth, which comes from getting people back to work and reinvesting corporate profits. It doesn’t come from the printing press or its electronic equivalent.</p><p><blockquote>摆脱COVID衰退的唯一可持续途径是真正的增长，这来自于让人们重返工作岗位和对企业利润进行再投资。它不是来自印刷机或其电子等价物。</blockquote></p><p> Whether Americans save the money, pay down debt or invest in stocks (even as speculation), they are not spending. That’s more evidence that the U.S. is in a liquidity trap, and the Biden bailout will not help economic growth.</p><p><blockquote>无论美国人是存钱、偿还债务还是投资股票（即使是投机），他们都不是在消费。这进一步证明美国陷入流动性陷阱，拜登的救助无助于经济增长。</blockquote></p><p> <b>Others Will Buy Bitcoin</b></p><p><blockquote><b>其他人会购买比特币</b></blockquote></p><p> While the Bros are having fun with their checks, the rest of us should not expect stronger economic growth for the foreseeable future.</p><p><blockquote>当兄弟们在享受他们的支票时，我们其他人不应该指望在可预见的未来会有更强劲的经济增长。</blockquote></p><p> The Bros may be using part of their stimulus checks to buy stocks, but others will likely be using it to buy Bitcoin…</p><p><blockquote>兄弟俩可能会用部分刺激支票来购买股票，但其他人可能会用它来购买比特币……</blockquote></p><p> It seems like only last week (because it was) that Bitcoin was priced at $50,000 per coin, but by Friday, the price had surged to $60,000, a 20% increase in just one day. The reason doesn’t matter; it is what it is.</p><p><blockquote>似乎就在上周（因为确实如此），比特币的价格还为每枚5万美元，但到了周五，价格已经飙升至6万美元，短短一天内上涨了20%。原因不重要；事情就是这样。</blockquote></p><p> The case against Bitcoin as an investable asset is long and compelling. It has no use case; there’s almost nothing you can buy with a Bitcoin, and it has no return other than higher prices based on an application of the greater fool theory.</p><p><blockquote>反对比特币作为可投资资产的理由漫长而令人信服。它没有用例；比特币几乎买不到任何东西，而且除了基于更大傻瓜理论的应用的更高价格之外，它没有任何回报。</blockquote></p><p> A glance at the price chart shows it’s clearly a bubble, the worst in history, worse than NASDAQ in 2000 during the dot.com frenzy and worse than the Japanese stock market in 1989.</p><p><blockquote>看一眼价格图表就会发现，这显然是一个泡沫，是历史上最严重的泡沫，比2000年互联网狂潮期间的纳斯达克还要糟糕，比1989年的日本股市还要糟糕。</blockquote></p><p> <b>What Good Is It?</b></p><p><blockquote><b>有什么好处？</b></blockquote></p><p> Bitcoin simply doesn’t have much practical use. It is also filling the atmosphere with CO2 because most of the “mining” (really high speed computer calculations requiring monumental amounts of electricity for processing and cooling) is done in China, where most power plants are coal-fired.</p><p><blockquote>比特币根本没有太多实际用途。它还让大气中充满了二氧化碳，因为大多数“采矿”（真正高速的计算机计算，需要大量的电力来处理和冷却）都是在中国完成的，那里的大多数发电厂都是燃煤的。</blockquote></p><p> Now, CO2 is a harmless trace gas that plants need to grow, so I’m not complaining that Bitcoin mining is churning out more of it. But it does require tremendous amounts of electricity. What about Bitcoin as a possible reserve currency?</p><p><blockquote>现在，二氧化碳是植物生长所需的无害微量气体，所以我并不是在抱怨比特币矿业公司正在生产更多的二氧化碳。但它确实需要大量的电力。比特币作为一种可能的储备货币怎么样？</blockquote></p><p></p><p> Bitcoin will never be a reserve currency because its capped issuance amount makes its price deflationary, which is unattractive to borrowers. Without a Bitcoin bond market, there can be no securities in which central banks can invest reserves.</p><p><blockquote>比特币永远不会成为储备货币，因为它有上限的发行量使其价格出现通缩，这对借款人没有吸引力。没有比特币债券市场，就不可能有央行可以投资储备的证券。</blockquote></p><p> Worse yet, the Bitcoin price is a Ponzi scheme driven by the issuance of the stable coin Tether, which has never accounted for the billions of dollars that have been taken from naive Tether investors. That said, none of this matters.</p><p><blockquote>更糟糕的是，比特币价格是一个由稳定币泰达币发行驱动的庞氏骗局，它从未考虑到从天真的泰达币投资者那里拿走的数十亿美元。也就是说，这些都不重要。</blockquote></p><p> Bitcoin has become a belief system. The true believers see what they want, hear what they want and are immune to the arguments of the non-believers.</p><p><blockquote>比特币已经成为一种信仰体系。真正的信徒看到他们想要的，听到他们想要的，并且对非信徒的争论免疫。</blockquote></p><p> <b>Golden Anchor</b></p><p><blockquote><b>金锚</b></blockquote></p><p> This points to the difference between the “content” of Bitcoin (the price history and types of features discussed above) and the “environment” created by Bitcoin (the unseen and not understood impact on thought and behavior from any new media technology).</p><p><blockquote>这指出了比特币的“内容”（上面讨论的价格历史和特征类型）和比特币创造的“环境”（任何新媒体技术对思想和行为的看不见和不理解的影响）之间的差异。</blockquote></p><p> Bitcoin will never displace the dollar, but it could destroy confidence in the dollar by its all-encompassing impact. This could cause social disorder and contribute to the decline of linear, rational civilization.</p><p><blockquote>比特币永远不会取代美元，但它可能会通过其无所不包的影响摧毁人们对美元的信心。这可能会导致社会混乱，并导致线性理性文明的衰落。</blockquote></p><p> My solution to this conundrum is to hold physical gold. For the Bitcoin believers (and others), the solution is always… more Bitcoin.</p><p><blockquote>我对这个难题的解决方案是持有实物黄金。对于比特币的信徒（和其他人）来说，解决方案总是…更多的比特币。</blockquote></p><p> The market is becoming unhinged. Gold can be your anchor. Don’t worry about the short-term fluctuations along the way.</p><p><blockquote>市场正在变得精神错乱。黄金可以成为你的锚。不要担心一路上的短期波动。</blockquote></p><p> Gold plays a long game; you should focus on the long-term…</p><p><blockquote>黄金是一场持久战；你应该着眼于长期……</blockquote></p><p></p>","source":"lsy1615905701595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The “Bros” Are Preparing Their Next Attack<blockquote>“兄弟”们正在准备他们的下一次进攻</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe “Bros” Are Preparing Their Next Attack<blockquote>“兄弟”们正在准备他们的下一次进攻</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Daily Reckoning</strong><span class=\"h-time small\">2021-03-16 22:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Most investors have heard of the GameStop frenzy. GameStop is a brick-and-mortar retail outlet for video games, equipment and accessories.</p><p><blockquote>大多数投资者都听说过游戏驿站狂潮。游戏驿站是一家电子游戏、设备和配件的实体零售店。</blockquote></p><p> It has long been considered a dying company by Wall Street because it does not have a strong online presence. It seemed to be headed in the same direction as Blockbuster after Netflix arrived with a streaming model for movie rentals to replace Blockbuster’s model of drive-to locations with physical VHS cassettes and DVDs.</p><p><blockquote>长期以来，它一直被华尔街认为是一家垂死的公司，因为它没有强大的在线影响力。在网飞推出电影租赁流媒体模式，用实体VHS磁带和DVD取代百视达的免下车模式后，它似乎与百视达朝着同一个方向前进。</blockquote></p><p> GameStop was heavily shorted. Then along came the Bros!</p><p><blockquote>游戏驿站被严重做空。然后兄弟们来了！</blockquote></p><p> The Bros (short for “brothers”) are mostly millennial, mostly male novice traders who used the RobinHood mobile phone app to trade stocks (using call options with leverage) the way people bet on the Super Bowl or basketball during March Madness.</p><p><blockquote>Bros（“兄弟”的简称）大多是千禧一代，大多是男性新手交易者，他们使用RobinHood手机应用程序交易股票（使用杠杆看涨期权期权），就像人们在三月疯狂期间押注超级碗或篮球一样。</blockquote></p><p> GameStop went from $40 per share to over $400 per share in a matter of weeks, leaving hedge funds that had shorted GameStop with over $20 billion in losses. Of course, the GameStop pump-and-dump came crashing down, resulting in losses for the Bros also, but that’s just how bubbles go.</p><p><blockquote>游戏驿站在几周内从每股40美元涨到了每股400多美元，让做空游戏驿站的对冲基金损失超过200亿美元。当然，游戏驿站的泵和转储崩溃了，也给兄弟们带来了损失，但泡沫就是这样产生的。</blockquote></p><p> <b>Here We Go Again?</b></p><p><blockquote><b>又来了？</b></blockquote></p><p> What is not as well-known is that a lot of the money for the Bro’s trading came from the $1,200 COVID relief check the government handed out last spring and the $600 checks handed out at the end of December.</p><p><blockquote>不太为人所知的是，Bro交易的大部分资金来自政府去年春天发放的1200美元COVID救济支票和12月底发放的600美元支票。</blockquote></p><p> Many Bros were tech-savvy, unemployed and stuck-at-home, so using the government’s “free money” to have fun trading stocks was a great form of entertainment during the lockdowns. Now it’s happening again!</p><p><blockquote>许多兄弟精通技术，失业并被困在家里，因此在封锁期间，利用政府的“免费资金”来享受股票交易是一种很好的娱乐形式。现在又发生了！</blockquote></p><p> Young retail investors plan to use their new $1,400 government checks from the $1.9 trillion Biden bailout bill to engage in a new round of speculative trading.</p><p><blockquote>年轻的散户投资者计划使用他们从1.9万亿美元拜登救助法案中获得的1400美元新政府支票，从事新一轮投机交易。</blockquote></p><p> For the Bros, this is more like gambling than investing. For more serious investors, there are some important implications. Once the checks are available (in about two weeks), investors should expect some enormous volatility and huge gains in whatever stocks the Bros select.</p><p><blockquote>对于兄弟们来说，这更像是赌博而不是投资。对于更认真的投资者来说，有一些重要的含义。一旦支票可用（大约两周后），投资者应该预计兄弟们选择的任何股票都会出现巨大的波动和巨大的收益。</blockquote></p><p> It’s impossible to know in advance what stocks will be pumped (they use a Reddit chatroom called r/wallstreetbets/ to exchange views), but you’ll know it once the frenzy starts. The other serious economic implication is that the Bros and Americans, in general, are not planning to spend their money on goods and services.</p><p><blockquote>不可能提前知道哪些股票会被炒高（他们使用一个名为r/wallstreetbets/的Reddit聊天室来交换观点），但一旦狂热开始，你就会知道了。另一个严重的经济影响是，总的来说，兄弟和美国人不打算把钱花在商品和服务上。</blockquote></p><p> <b>More Debt, Less Growth</b></p><p><blockquote><b>债务增加，增长减少</b></blockquote></p><p> The U.S. economy is about 70% dependent on consumption; savings and investment are essential, which can be beneficial in the long-run but do nothing to expand GDP in the short-run.</p><p><blockquote>美国经济70%左右依赖消费；储蓄和投资是必不可少的，从长远来看可能是有益的，但在短期内对扩大GDP没有任何作用。</blockquote></p><p> Biden has said that we need the massive spending package “to grow the economy.” But it will only slow the economy because the added debt causes Americans to save more and spend less in anticipation of higher taxes down the road.</p><p><blockquote>拜登表示，我们需要大规模支出计划“来增长经济”。但这只会减缓经济，因为增加的债务导致美国人储蓄更多，支出更少，以应对未来更高的税收。</blockquote></p><p> The “stimulus” actually keeps people from looking for jobs because the handouts are often more than they could be making at work. Meanwhile, the higher taxes needed to pay for the handouts also slow the creation of jobs because businesses have less money to invest or hire workers.</p><p><blockquote>“刺激”实际上阻止了人们找工作，因为施舍往往比他们在工作中能赚到的要多。与此同时，支付施舍所需的更高税收也减缓了就业机会的创造，因为企业投资或雇佣工人的资金减少了。</blockquote></p><p> The only sustainable way out of the COVID recession is real growth, which comes from getting people back to work and reinvesting corporate profits. It doesn’t come from the printing press or its electronic equivalent.</p><p><blockquote>摆脱COVID衰退的唯一可持续途径是真正的增长，这来自于让人们重返工作岗位和对企业利润进行再投资。它不是来自印刷机或其电子等价物。</blockquote></p><p> Whether Americans save the money, pay down debt or invest in stocks (even as speculation), they are not spending. That’s more evidence that the U.S. is in a liquidity trap, and the Biden bailout will not help economic growth.</p><p><blockquote>无论美国人是存钱、偿还债务还是投资股票（即使是投机），他们都不是在消费。这进一步证明美国陷入流动性陷阱，拜登的救助无助于经济增长。</blockquote></p><p> <b>Others Will Buy Bitcoin</b></p><p><blockquote><b>其他人会购买比特币</b></blockquote></p><p> While the Bros are having fun with their checks, the rest of us should not expect stronger economic growth for the foreseeable future.</p><p><blockquote>当兄弟们在享受他们的支票时，我们其他人不应该指望在可预见的未来会有更强劲的经济增长。</blockquote></p><p> The Bros may be using part of their stimulus checks to buy stocks, but others will likely be using it to buy Bitcoin…</p><p><blockquote>兄弟俩可能会用部分刺激支票来购买股票，但其他人可能会用它来购买比特币……</blockquote></p><p> It seems like only last week (because it was) that Bitcoin was priced at $50,000 per coin, but by Friday, the price had surged to $60,000, a 20% increase in just one day. The reason doesn’t matter; it is what it is.</p><p><blockquote>似乎就在上周（因为确实如此），比特币的价格还为每枚5万美元，但到了周五，价格已经飙升至6万美元，短短一天内上涨了20%。原因不重要；事情就是这样。</blockquote></p><p> The case against Bitcoin as an investable asset is long and compelling. It has no use case; there’s almost nothing you can buy with a Bitcoin, and it has no return other than higher prices based on an application of the greater fool theory.</p><p><blockquote>反对比特币作为可投资资产的理由漫长而令人信服。它没有用例；比特币几乎买不到任何东西，而且除了基于更大傻瓜理论的应用的更高价格之外，它没有任何回报。</blockquote></p><p> A glance at the price chart shows it’s clearly a bubble, the worst in history, worse than NASDAQ in 2000 during the dot.com frenzy and worse than the Japanese stock market in 1989.</p><p><blockquote>看一眼价格图表就会发现，这显然是一个泡沫，是历史上最严重的泡沫，比2000年互联网狂潮期间的纳斯达克还要糟糕，比1989年的日本股市还要糟糕。</blockquote></p><p> <b>What Good Is It?</b></p><p><blockquote><b>有什么好处？</b></blockquote></p><p> Bitcoin simply doesn’t have much practical use. It is also filling the atmosphere with CO2 because most of the “mining” (really high speed computer calculations requiring monumental amounts of electricity for processing and cooling) is done in China, where most power plants are coal-fired.</p><p><blockquote>比特币根本没有太多实际用途。它还让大气中充满了二氧化碳，因为大多数“采矿”（真正高速的计算机计算，需要大量的电力来处理和冷却）都是在中国完成的，那里的大多数发电厂都是燃煤的。</blockquote></p><p> Now, CO2 is a harmless trace gas that plants need to grow, so I’m not complaining that Bitcoin mining is churning out more of it. But it does require tremendous amounts of electricity. What about Bitcoin as a possible reserve currency?</p><p><blockquote>现在，二氧化碳是植物生长所需的无害微量气体，所以我并不是在抱怨比特币矿业公司正在生产更多的二氧化碳。但它确实需要大量的电力。比特币作为一种可能的储备货币怎么样？</blockquote></p><p></p><p> Bitcoin will never be a reserve currency because its capped issuance amount makes its price deflationary, which is unattractive to borrowers. Without a Bitcoin bond market, there can be no securities in which central banks can invest reserves.</p><p><blockquote>比特币永远不会成为储备货币，因为它有上限的发行量使其价格出现通缩，这对借款人没有吸引力。没有比特币债券市场，就不可能有央行可以投资储备的证券。</blockquote></p><p> Worse yet, the Bitcoin price is a Ponzi scheme driven by the issuance of the stable coin Tether, which has never accounted for the billions of dollars that have been taken from naive Tether investors. That said, none of this matters.</p><p><blockquote>更糟糕的是，比特币价格是一个由稳定币泰达币发行驱动的庞氏骗局，它从未考虑到从天真的泰达币投资者那里拿走的数十亿美元。也就是说，这些都不重要。</blockquote></p><p> Bitcoin has become a belief system. The true believers see what they want, hear what they want and are immune to the arguments of the non-believers.</p><p><blockquote>比特币已经成为一种信仰体系。真正的信徒看到他们想要的，听到他们想要的，并且对非信徒的争论免疫。</blockquote></p><p> <b>Golden Anchor</b></p><p><blockquote><b>金锚</b></blockquote></p><p> This points to the difference between the “content” of Bitcoin (the price history and types of features discussed above) and the “environment” created by Bitcoin (the unseen and not understood impact on thought and behavior from any new media technology).</p><p><blockquote>这指出了比特币的“内容”（上面讨论的价格历史和特征类型）和比特币创造的“环境”（任何新媒体技术对思想和行为的看不见和不理解的影响）之间的差异。</blockquote></p><p> Bitcoin will never displace the dollar, but it could destroy confidence in the dollar by its all-encompassing impact. This could cause social disorder and contribute to the decline of linear, rational civilization.</p><p><blockquote>比特币永远不会取代美元，但它可能会通过其无所不包的影响摧毁人们对美元的信心。这可能会导致社会混乱，并导致线性理性文明的衰落。</blockquote></p><p> My solution to this conundrum is to hold physical gold. For the Bitcoin believers (and others), the solution is always… more Bitcoin.</p><p><blockquote>我对这个难题的解决方案是持有实物黄金。对于比特币的信徒（和其他人）来说，解决方案总是…更多的比特币。</blockquote></p><p> The market is becoming unhinged. Gold can be your anchor. Don’t worry about the short-term fluctuations along the way.</p><p><blockquote>市场正在变得精神错乱。黄金可以成为你的锚。不要担心一路上的短期波动。</blockquote></p><p> Gold plays a long game; you should focus on the long-term…</p><p><blockquote>黄金是一场持久战；你应该着眼于长期……</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://dailyreckoning.com/the-bros-are-preparing-their-next-attack/\">Daily Reckoning</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dailyreckoning.com/the-bros-are-preparing-their-next-attack/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155050474","content_text":"Most investors have heard of the GameStop frenzy. GameStop is a brick-and-mortar retail outlet for video games, equipment and accessories.\nIt has long been considered a dying company by Wall Street because it does not have a strong online presence. It seemed to be headed in the same direction as Blockbuster after Netflix arrived with a streaming model for movie rentals to replace Blockbuster’s model of drive-to locations with physical VHS cassettes and DVDs.\nGameStop was heavily shorted. Then along came the Bros!\nThe Bros (short for “brothers”) are mostly millennial, mostly male novice traders who used the RobinHood mobile phone app to trade stocks (using call options with leverage) the way people bet on the Super Bowl or basketball during March Madness.\nGameStop went from $40 per share to over $400 per share in a matter of weeks, leaving hedge funds that had shorted GameStop with over $20 billion in losses. Of course, the GameStop pump-and-dump came crashing down, resulting in losses for the Bros also, but that’s just how bubbles go.\nHere We Go Again?\nWhat is not as well-known is that a lot of the money for the Bro’s trading came from the $1,200 COVID relief check the government handed out last spring and the $600 checks handed out at the end of December.\nMany Bros were tech-savvy, unemployed and stuck-at-home, so using the government’s “free money” to have fun trading stocks was a great form of entertainment during the lockdowns. Now it’s happening again!\nYoung retail investors plan to use their new $1,400 government checks from the $1.9 trillion Biden bailout bill to engage in a new round of speculative trading.\nFor the Bros, this is more like gambling than investing. For more serious investors, there are some important implications. Once the checks are available (in about two weeks), investors should expect some enormous volatility and huge gains in whatever stocks the Bros select.\nIt’s impossible to know in advance what stocks will be pumped (they use a Reddit chatroom called r/wallstreetbets/ to exchange views), but you’ll know it once the frenzy starts. The other serious economic implication is that the Bros and Americans, in general, are not planning to spend their money on goods and services.\nMore Debt, Less Growth\nThe U.S. economy is about 70% dependent on consumption; savings and investment are essential, which can be beneficial in the long-run but do nothing to expand GDP in the short-run.\nBiden has said that we need the massive spending package “to grow the economy.” But it will only slow the economy because the added debt causes Americans to save more and spend less in anticipation of higher taxes down the road.\nThe “stimulus” actually keeps people from looking for jobs because the handouts are often more than they could be making at work. Meanwhile, the higher taxes needed to pay for the handouts also slow the creation of jobs because businesses have less money to invest or hire workers.\nThe only sustainable way out of the COVID recession is real growth, which comes from getting people back to work and reinvesting corporate profits. It doesn’t come from the printing press or its electronic equivalent.\nWhether Americans save the money, pay down debt or invest in stocks (even as speculation), they are not spending. That’s more evidence that the U.S. is in a liquidity trap, and the Biden bailout will not help economic growth.\nOthers Will Buy Bitcoin\nWhile the Bros are having fun with their checks, the rest of us should not expect stronger economic growth for the foreseeable future.\nThe Bros may be using part of their stimulus checks to buy stocks, but others will likely be using it to buy Bitcoin…\nIt seems like only last week (because it was) that Bitcoin was priced at $50,000 per coin, but by Friday, the price had surged to $60,000, a 20% increase in just one day. The reason doesn’t matter; it is what it is.\nThe case against Bitcoin as an investable asset is long and compelling. It has no use case; there’s almost nothing you can buy with a Bitcoin, and it has no return other than higher prices based on an application of the greater fool theory.\nA glance at the price chart shows it’s clearly a bubble, the worst in history, worse than NASDAQ in 2000 during the dot.com frenzy and worse than the Japanese stock market in 1989.\nWhat Good Is It?\nBitcoin simply doesn’t have much practical use. It is also filling the atmosphere with CO2 because most of the “mining” (really high speed computer calculations requiring monumental amounts of electricity for processing and cooling) is done in China, where most power plants are coal-fired.\nNow, CO2 is a harmless trace gas that plants need to grow, so I’m not complaining that Bitcoin mining is churning out more of it. But it does require tremendous amounts of electricity. What about Bitcoin as a possible reserve currency?\nBitcoin will never be a reserve currency because its capped issuance amount makes its price deflationary, which is unattractive to borrowers. Without a Bitcoin bond market, there can be no securities in which central banks can invest reserves.\nWorse yet, the Bitcoin price is a Ponzi scheme driven by the issuance of the stable coin Tether, which has never accounted for the billions of dollars that have been taken from naive Tether investors. That said, none of this matters.\nBitcoin has become a belief system. The true believers see what they want, hear what they want and are immune to the arguments of the non-believers.\nGolden Anchor\nThis points to the difference between the “content” of Bitcoin (the price history and types of features discussed above) and the “environment” created by Bitcoin (the unseen and not understood impact on thought and behavior from any new media technology).\nBitcoin will never displace the dollar, but it could destroy confidence in the dollar by its all-encompassing impact. This could cause social disorder and contribute to the decline of linear, rational civilization.\nMy solution to this conundrum is to hold physical gold. For the Bitcoin believers (and others), the solution is always… more Bitcoin.\nThe market is becoming unhinged. Gold can be your anchor. Don’t worry about the short-term fluctuations along the way.\nGold plays a long game; you should focus on the long-term…","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310902685,"gmtCreate":1611237872047,"gmtModify":1703749090858,"author":{"id":"3570246471975272","authorId":"3570246471975272","name":"LINLIN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570246471975272","idStr":"3570246471975272"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310902685","repostId":"1118369425","repostType":4,"repost":{"id":"1118369425","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1611219037,"share":"https://www.laohu8.com/m/news/1118369425?lang=zh_CN&edition=full","pubTime":"2021-01-21 16:50","market":"us","language":"en","title":"Why Jack Ma's Reappearance Isn't Enough To Calm Alibaba Investors<blockquote>为什么马云的重新出现不足以安抚阿里巴巴-SW投资者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118369425","media":"Benzinga","summary":"Alibaba Group Holding Ltd co-founder Jack Ma reappeared in public view on Wednesday sending the comp","content":"<p><b>Alibaba Group Holding Ltd</b>&nbsp;co-founder Jack Ma reappeared in public view on Wednesday sending the company’s shares soaring 5.5% in New York but concerns persist about the Chinese company’s frayed relationship with its government.</p><p><blockquote><b>阿里巴巴-SW控股有限公司</b>联合创始人马云周三再次出现在公众视野中，导致该公司股价在纽约飙升5.5%，但人们仍然担心这家中国公司与政府的紧张关系。</blockquote></p><p> Investors are seeking more reassurance on the regulatory environment surrounding the e-commerce giant. Here’s what they are saying:</p><p><blockquote>投资者正在寻求对这家电子商务巨头周围监管环境的更多保证。他们是这么说的：</blockquote></p><p> <b>Just Appearing Is Not Enough</b>: William Huston, founder of Bay Street Capital Holdings, a California-based investment advisory firm said, “We all know that just because he showed up ... doesn’t necessarily explain what is going on.” Huston’s firm has reduced its position in Alibaba from 8% of the portfolio to less than 1%,reportedReuters.</p><p><blockquote><b>仅仅出现是不够的</b>：总部位于加州的投资咨询公司Bay Street Capital Holdings的创始人William Huston表示，“我们都知道，仅仅因为他出现了……并不一定能解释发生了什么。”据路透社报道，休斯顿的公司已将其在阿里巴巴-SW的头寸从投资组合的8%减少到不到1%。</blockquote></p><p> “When you don’t know what to do in an evolving situation like this you can’t use traditional securities analytics to reach decisions. We are standing aside and watching,” said David Kotok, chief investment officer at Florida’s Cumberland Advisors.</p><p><blockquote>佛罗里达州坎伯兰顾问公司首席投资官大卫·科托克表示：“当你不知道在这样不断变化的情况下该做什么时，你就无法使用传统的证券分析来做出决策。我们只能袖手旁观。”</blockquote></p><p> <b>Jack Ma's Value</b>: Investors also place value on the leadership that Ma provided to the Chinese conglomerate. Houston said, “One of our top criteria is leadership and we were investing in Alibaba because I really respect Jack Ma as a leader.”</p><p><blockquote><b>马云的价值</b>：投资者还看重马云为这家中国企业集团提供的领导力。Houston表示，“我们的首要标准之一是领导力，我们投资阿里巴巴-SW是因为我非常尊重马云作为领导者。”</blockquote></p><p> <b>Alibaba Still In Hot Water</b>: The reappearance of the company’s founder does not mean Alibaba is in the clear.</p><p><blockquote><b>阿里巴巴-SW仍处于困境</b>：公司创始人再现并不意味着阿里巴巴-SW清白。</blockquote></p><p> “Alibaba is not out of the doghouse, but at least it’s clear that the current anti-monopoly drive is not about punishing Jack Ma,” said Zhang Fushen, Senior Analyst at Shanghai PD Fortune Asset Management, Al Jazeera&nbsp;reported.</p><p><blockquote>据半岛电视台报道，上海PD财富资产管理公司高级分析师张福申表示：“阿里巴巴-SW尚未摆脱困境，但至少很明显，当前的反垄断运动不是为了惩罚马云。”</blockquote></p><p> Brock Silver, managing director at Kaiyuan Capital, a Hong Kong-based private-equity fund noted that while Ma’s reappearance is a sign that his relationship with China’s regulatory authorities has stabilized, it doesn’t imply that “Ma's corporate empire is free from worry,” Singapore’s Straits Times newspaper&nbsp;reported.</p><p><blockquote>据新加坡《海峡时报》报道，香港私募股权基金开元资本董事总经理布洛克·西尔弗指出，虽然马云的再次出现表明他与中国监管机构的关系已经稳定，但这并不意味着“马云的企业帝国已经摆脱了困境”。</blockquote></p><p> “[Ma’s] reappearance can only be a good thing. But it's unhelpful to speculate on the viability of an Ant Group listing at this point,” said Wei Wei Chua, portfolio manager at Mirae Asset Global Investments Hong Kong, as per Straits Times. The investor was referring to thesuspended mega IPO&nbsp;of Alibaba's fintech arm which fell through in November.</p><p><blockquote>据《海峡时报》报道，Mirae Asset Global Investments Hong Kong的投资组合经理Wei Wei Chua表示：“（马云）的重新出现只能是一件好事。但目前猜测在蚂蚁集团上市的可行性是没有帮助的。”这位投资者指的是阿里巴巴-SW金融科技部门暂停的大型IPO，该IPO于11月失败。</blockquote></p><p> <b>Price Action:</b>Alibaba shares closed 5.5% higher at $265.49 on Wednesday and gained 0.1% in the after-hours session in New York.</p><p><blockquote><b>价格走势：</b>阿里巴巴-SW股价周三收盘上涨5.5%，至265.49美元，在纽约盘后交易中上涨0.1%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Jack Ma's Reappearance Isn't Enough To Calm Alibaba Investors<blockquote>为什么马云的重新出现不足以安抚阿里巴巴-SW投资者</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Jack Ma's Reappearance Isn't Enough To Calm Alibaba Investors<blockquote>为什么马云的重新出现不足以安抚阿里巴巴-SW投资者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-01-21 16:50</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Alibaba Group Holding Ltd</b>&nbsp;co-founder Jack Ma reappeared in public view on Wednesday sending the company’s shares soaring 5.5% in New York but concerns persist about the Chinese company’s frayed relationship with its government.</p><p><blockquote><b>阿里巴巴-SW控股有限公司</b>联合创始人马云周三再次出现在公众视野中，导致该公司股价在纽约飙升5.5%，但人们仍然担心这家中国公司与政府的紧张关系。</blockquote></p><p> Investors are seeking more reassurance on the regulatory environment surrounding the e-commerce giant. Here’s what they are saying:</p><p><blockquote>投资者正在寻求对这家电子商务巨头周围监管环境的更多保证。他们是这么说的：</blockquote></p><p> <b>Just Appearing Is Not Enough</b>: William Huston, founder of Bay Street Capital Holdings, a California-based investment advisory firm said, “We all know that just because he showed up ... doesn’t necessarily explain what is going on.” Huston’s firm has reduced its position in Alibaba from 8% of the portfolio to less than 1%,reportedReuters.</p><p><blockquote><b>仅仅出现是不够的</b>：总部位于加州的投资咨询公司Bay Street Capital Holdings的创始人William Huston表示，“我们都知道，仅仅因为他出现了……并不一定能解释发生了什么。”据路透社报道，休斯顿的公司已将其在阿里巴巴-SW的头寸从投资组合的8%减少到不到1%。</blockquote></p><p> “When you don’t know what to do in an evolving situation like this you can’t use traditional securities analytics to reach decisions. We are standing aside and watching,” said David Kotok, chief investment officer at Florida’s Cumberland Advisors.</p><p><blockquote>佛罗里达州坎伯兰顾问公司首席投资官大卫·科托克表示：“当你不知道在这样不断变化的情况下该做什么时，你就无法使用传统的证券分析来做出决策。我们只能袖手旁观。”</blockquote></p><p> <b>Jack Ma's Value</b>: Investors also place value on the leadership that Ma provided to the Chinese conglomerate. Houston said, “One of our top criteria is leadership and we were investing in Alibaba because I really respect Jack Ma as a leader.”</p><p><blockquote><b>马云的价值</b>：投资者还看重马云为这家中国企业集团提供的领导力。Houston表示，“我们的首要标准之一是领导力，我们投资阿里巴巴-SW是因为我非常尊重马云作为领导者。”</blockquote></p><p> <b>Alibaba Still In Hot Water</b>: The reappearance of the company’s founder does not mean Alibaba is in the clear.</p><p><blockquote><b>阿里巴巴-SW仍处于困境</b>：公司创始人再现并不意味着阿里巴巴-SW清白。</blockquote></p><p> “Alibaba is not out of the doghouse, but at least it’s clear that the current anti-monopoly drive is not about punishing Jack Ma,” said Zhang Fushen, Senior Analyst at Shanghai PD Fortune Asset Management, Al Jazeera&nbsp;reported.</p><p><blockquote>据半岛电视台报道，上海PD财富资产管理公司高级分析师张福申表示：“阿里巴巴-SW尚未摆脱困境，但至少很明显，当前的反垄断运动不是为了惩罚马云。”</blockquote></p><p> Brock Silver, managing director at Kaiyuan Capital, a Hong Kong-based private-equity fund noted that while Ma’s reappearance is a sign that his relationship with China’s regulatory authorities has stabilized, it doesn’t imply that “Ma's corporate empire is free from worry,” Singapore’s Straits Times newspaper&nbsp;reported.</p><p><blockquote>据新加坡《海峡时报》报道，香港私募股权基金开元资本董事总经理布洛克·西尔弗指出，虽然马云的再次出现表明他与中国监管机构的关系已经稳定，但这并不意味着“马云的企业帝国已经摆脱了困境”。</blockquote></p><p> “[Ma’s] reappearance can only be a good thing. But it's unhelpful to speculate on the viability of an Ant Group listing at this point,” said Wei Wei Chua, portfolio manager at Mirae Asset Global Investments Hong Kong, as per Straits Times. The investor was referring to thesuspended mega IPO&nbsp;of Alibaba's fintech arm which fell through in November.</p><p><blockquote>据《海峡时报》报道，Mirae Asset Global Investments Hong Kong的投资组合经理Wei Wei Chua表示：“（马云）的重新出现只能是一件好事。但目前猜测在蚂蚁集团上市的可行性是没有帮助的。”这位投资者指的是阿里巴巴-SW金融科技部门暂停的大型IPO，该IPO于11月失败。</blockquote></p><p> <b>Price Action:</b>Alibaba shares closed 5.5% higher at $265.49 on Wednesday and gained 0.1% in the after-hours session in New York.</p><p><blockquote><b>价格走势：</b>阿里巴巴-SW股价周三收盘上涨5.5%，至265.49美元，在纽约盘后交易中上涨0.1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118369425","content_text":"Alibaba Group Holding Ltd co-founder Jack Ma reappeared in public view on Wednesday sending the company’s shares soaring 5.5% in New York but concerns persist about the Chinese company’s frayed relationship with its government.\nInvestors are seeking more reassurance on the regulatory environment surrounding the e-commerce giant. Here’s what they are saying:\nJust Appearing Is Not Enough: William Huston, founder of Bay Street Capital Holdings, a California-based investment advisory firm said, “We all know that just because he showed up ... doesn’t necessarily explain what is going on.” Huston’s firm has reduced its position in Alibaba from 8% of the portfolio to less than 1%,reportedReuters.\n“When you don’t know what to do in an evolving situation like this you can’t use traditional securities analytics to reach decisions. We are standing aside and watching,” said David Kotok, chief investment officer at Florida’s Cumberland Advisors.\nJack Ma's Value: Investors also place value on the leadership that Ma provided to the Chinese conglomerate. Houston said, “One of our top criteria is leadership and we were investing in Alibaba because I really respect Jack Ma as a leader.”\nAlibaba Still In Hot Water: The reappearance of the company’s founder does not mean Alibaba is in the clear.\n“Alibaba is not out of the doghouse, but at least it’s clear that the current anti-monopoly drive is not about punishing Jack Ma,” said Zhang Fushen, Senior Analyst at Shanghai PD Fortune Asset Management, Al Jazeera reported.\nBrock Silver, managing director at Kaiyuan Capital, a Hong Kong-based private-equity fund noted that while Ma’s reappearance is a sign that his relationship with China’s regulatory authorities has stabilized, it doesn’t imply that “Ma's corporate empire is free from worry,” Singapore’s Straits Times newspaper reported.\n“[Ma’s] reappearance can only be a good thing. But it's unhelpful to speculate on the viability of an Ant Group listing at this point,” said Wei Wei Chua, portfolio manager at Mirae Asset Global Investments Hong Kong, as per Straits Times. The investor was referring to thesuspended mega IPO of Alibaba's fintech arm which fell through in November.\nPrice Action:Alibaba shares closed 5.5% higher at $265.49 on Wednesday and gained 0.1% in the after-hours session in New York.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}