李欧8886的个人主页 - 老虎社区

李欧8886

李欧8886

暂无个人介绍

IP属地：未知

100关注

11粉丝

0主题

0勋章

2021-11-28

👍👍

2015年底与2018年底的美股调整，会重现吗?

2021-11-21

grab👍

SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>

2021-11-20

👍

SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>

2021-11-11

👍👍👍

Opendoor Reports Revenue of $2.3 billion, up 91% versus 2Q21<blockquote>Opendoor报告收入为23亿美元，较2021年第二季度增长91%</blockquote>

2021-11-03

👍👍👍💪💪💪

Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>

2021-11-01

🤦‍♂️🤦‍♂️

抱歉，原内容已删除

2021-10-30

$英特尔(INTC)$逢低买入

2021-10-24

$英特尔(INTC)$🙈🙈🙈

2021-10-23

$英特尔(INTC)$稳住

2021-10-20

👍👍

最具价值中国品牌排行榜深圳三家企业进前十

2021-10-13

$英特尔(INTC)$🤦‍♂️🤦‍♂️

2021-10-11

👏👏👏

华尔街头号死敌！SEC主席的雷霆手段正全面出击

2021-10-09

$Opendoor Technologies Inc(OPEN)$长期看好，长期持有

2021-10-01

$Opendoor Technologies Inc(OPEN)$💪💪💪

2021-09-30

👍

英特尔锐炫会动谁的蛋糕？

2021-09-26

$Opendoor Technologies Inc(OPEN)$小试

2021-09-23

继续持有

抱歉，原内容已删除

2021-09-18

$PROCEPT BioRobotics(PRCT)$未来是不是更需要机器人更精准的手术呢

2021-09-14

$英特尔(INTC)$再继续

2021-09-10

$云顶新加坡(G13.SI)$很有吸引力的价钱

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4091536494292900","uuid":"4091536494292900","gmtCreate":1628433499973,"gmtModify":1628510596535,"name":"李欧8886","pinyin":"lo8886liou8886","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":11,"headSize":100,"tweetSize":31,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":600958657,"gmtCreate":1638059241516,"gmtModify":1638059241593,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600958657","repostId":"1150186665","repostType":4,"repost":{"id":"1150186665","kind":"news","pubTimestamp":1637973315,"share":"https://www.laohu8.com/m/news/1150186665?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:35","market":"us","language":"zh","title":"2015年底与2018年底的美股调整，会重现吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150186665","media":"静观金融","summary":"未来1-2个月美股有可能出现超过15%的调整。","content":"<p>作者：张静静</p>\n<p><b>摘要</b></p>\n<p><b>美股为何在2015年底与2018年底出现调整？</b>经济放缓叠加过于强烈的加息预期。2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且向市场传递了2016年美联储还将加息4次的前瞻指引。与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%。与此同时，美联储在2018年加息4次，且2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息，10年期美债收益率又在11月8日升至3.24%。</p>\n<p><b>为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅却大于2015年Q4？</b>因为2018年Q4美股估值和无风险利率水平亦同时偏高。换言之，2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期是美股调整的催化剂，调整幅度则取决于美股估值与无风险利率水平及其变化。</p>\n<p><b>当前美股的风险点：新的变异病毒与过于强烈的加息预期。</b>11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%，而此前对美国经济的乐观预期或已部分反映在美股走势中。但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，或较delta菌株有更高的传染性。在该病毒被关注后，周五海外市场出现了明显的担忧。此外，与经济下行担忧共存的是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率以及明年加息3次的市场预期。当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，加上估值过高，预计未来1-2个月美股有可能出现超过15%的调整。</p>\n<p><b>美股会不会进入熊市？</b>不会的，加息预期降温后美股将再度企稳。首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初与2018年底美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。当前极为强烈的加息预期反而可能是美联储的筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”作用、缓解市场压力。总体而言，我们预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。</p>\n<p><b>正文</b></p>\n<p>一、美股为何在2015年底与2018年底出现调整?</p>\n<p>2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。除了均在Q4急跌外，2015年与2018年标普500指数走势还有一个共性：年度收跌。那么，这种数据共性的背后是否存在相似的宏观因素驱动?答案是肯定的：经济放缓叠加加息预期过于强烈。</p>\n<p>如图2所示，2015年Q4美国实际GDP环比折年率放缓至0.6%，为2014年Q1后最低水平。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且通过点阵图向市场传递了2016年美联储还将加息4次的前瞻指引。</p>\n<p><img src=\"https://static.tigerbbs.com/ed149e18b0244a9edbe1b472c8cde6b8\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/7b3cc12f7c55859ab1d56e83483eca6f\" tg-width=\"711\" tg-height=\"541\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/40681ea068596f6d9b62a41c74d9bec9\" tg-width=\"711\" tg-height=\"529\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/4938271edbf46beaa722b206ff1cebd3\" tg-width=\"1055\" tg-height=\"758\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%，创下三年新低。与此同时，美联储在2018年加息4次，且在原油价格大涨的助推下，2018年10月初10年期美债收益率攀升至3.23%，创下2011年5月后最高。不仅如此，2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息(图5)，这使得油价回落后，10年期美债收益率又在11月8日升至3.24%。</p>\n<p><img src=\"https://static.tigerbbs.com/701ed648edf1b98d8250e98d4be8e422\" tg-width=\"959\" tg-height=\"761\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>那么，为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅亦大于2015年Q4?因为估值和无风险利率水平亦同时偏高。换言之，我们认为2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期则是美股调整的催化剂，而调整幅度取决于美股估值与无风险利率水平及其变化。</p>\n<p><img src=\"https://static.tigerbbs.com/0d66745bbd4ec62635577332482b6aa4\" tg-width=\"964\" tg-height=\"569\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>二、新的变异病毒与过于强烈的加息预期</p>\n<p>(一)代号为B.1.1.529的新冠病毒引发关注，市场或开始为经济放缓定价</p>\n<p>我们在10月31日报告《美国经济会衰退吗?》中指出，Delta病毒对疫情的影响降温、美国财政补贴结束推动就业意愿回升以及特效药问世等因素共振下，Q4美国经济将显著好于Q3。11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%。</p>\n<p>但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，有更多的“刺突蛋白”突变，这意味着它可能会阻碍身体的免疫反应，更容易传播。相比之下，具有高传染性的delta菌株，在其刺突蛋白结构上只有几个突变，就已经使得delta毒株比以往的菌株更擅长粘附在宿主上。最近几周南非每天新增确诊病例仅200多例，但本周四激增至2465例，可能与此有关[3]。</p>\n<p>在该病毒被关注后，周五海外市场出现了明显的担忧：欧盘阶段德国DAX股指大跌，同期原油、美债收益率也均大幅下行。可见，市场正在为该病毒的潜在风险以及全球经济再度放缓定价。</p>\n<p><img src=\"https://static.tigerbbs.com/585022f5d77aefccede5d43c4b613104\" tg-width=\"959\" tg-height=\"717\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>(二)高估值的美股与过于强烈的加息预期会不会成为美股调整的催化剂?</p>\n<p>与经济下行担忧共存在是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率(图8)以及明年加息3次的市场预期(图9)。我们认为当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，由于估值过高，因此，未来1-2个月美股有可能出现超过15%的调整。</p>\n<p><img src=\"https://static.tigerbbs.com/6e3f4b51e5dacf614ffcf7bde3cbb45c\" tg-width=\"962\" tg-height=\"605\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/795b3050314d46416c587243963413e1\" tg-width=\"961\" tg-height=\"612\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>三、美股会不会进入熊市?不会的，加息预期降温后美股将再度企稳</p>\n<p>首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初(图10)与2018年底(图11)美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。我们一直认为明年中期选举前美联储并不会落地加息靴子，而当前极为强烈的加息预期反而成为美联储的对冲筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”的作用并缓解市场压力。</p>\n<p>由于此前市场对Q4及明年美国经济极为乐观，而新变异病毒的出现大概率将引发市场对于美国乃至全球经济放缓的担忧，因此这种预期差极有可能触发美股调整。加上极高的估值与明年加息3次的预期催化，预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。</p>\n<p><img src=\"https://static.tigerbbs.com/974b4b06b66bf97f08431cece5211d04\" tg-width=\"966\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/4dca50ea16f3c1fb391d12a4650dca5e\" tg-width=\"822\" tg-height=\"717\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"lsy1571618842096","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>2015年底与2018年底的美股调整，会重现吗?</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\">\n2015年底与2018年底的美股调整，会重现吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 08:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/610638.html><strong>静观金融</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：张静静\n摘要\n美股为何在2015年底与2018年底出现调整？经济放缓叠加过于强烈的加息预期。2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/610638.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02ad453d1404f80bdd57419bc97bfad5","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/610638.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150186665","content_text":"作者：张静静\n摘要\n美股为何在2015年底与2018年底出现调整？经济放缓叠加过于强烈的加息预期。2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且向市场传递了2016年美联储还将加息4次的前瞻指引。与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%。与此同时，美联储在2018年加息4次，且2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息，10年期美债收益率又在11月8日升至3.24%。\n为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅却大于2015年Q4？因为2018年Q4美股估值和无风险利率水平亦同时偏高。换言之，2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期是美股调整的催化剂，调整幅度则取决于美股估值与无风险利率水平及其变化。\n当前美股的风险点：新的变异病毒与过于强烈的加息预期。11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%，而此前对美国经济的乐观预期或已部分反映在美股走势中。但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，或较delta菌株有更高的传染性。在该病毒被关注后，周五海外市场出现了明显的担忧。此外，与经济下行担忧共存的是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率以及明年加息3次的市场预期。当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，加上估值过高，预计未来1-2个月美股有可能出现超过15%的调整。\n美股会不会进入熊市？不会的，加息预期降温后美股将再度企稳。首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初与2018年底美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。当前极为强烈的加息预期反而可能是美联储的筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”作用、缓解市场压力。总体而言，我们预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。\n正文\n一、美股为何在2015年底与2018年底出现调整?\n2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。除了均在Q4急跌外，2015年与2018年标普500指数走势还有一个共性：年度收跌。那么，这种数据共性的背后是否存在相似的宏观因素驱动?答案是肯定的：经济放缓叠加加息预期过于强烈。\n如图2所示，2015年Q4美国实际GDP环比折年率放缓至0.6%，为2014年Q1后最低水平。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且通过点阵图向市场传递了2016年美联储还将加息4次的前瞻指引。\n\n与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%，创下三年新低。与此同时，美联储在2018年加息4次，且在原油价格大涨的助推下，2018年10月初10年期美债收益率攀升至3.23%，创下2011年5月后最高。不仅如此，2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息(图5)，这使得油价回落后，10年期美债收益率又在11月8日升至3.24%。\n\n那么，为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅亦大于2015年Q4?因为估值和无风险利率水平亦同时偏高。换言之，我们认为2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期则是美股调整的催化剂，而调整幅度取决于美股估值与无风险利率水平及其变化。\n\n二、新的变异病毒与过于强烈的加息预期\n(一)代号为B.1.1.529的新冠病毒引发关注，市场或开始为经济放缓定价\n我们在10月31日报告《美国经济会衰退吗?》中指出，Delta病毒对疫情的影响降温、美国财政补贴结束推动就业意愿回升以及特效药问世等因素共振下，Q4美国经济将显著好于Q3。11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%。\n但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，有更多的“刺突蛋白”突变，这意味着它可能会阻碍身体的免疫反应，更容易传播。相比之下，具有高传染性的delta菌株，在其刺突蛋白结构上只有几个突变，就已经使得delta毒株比以往的菌株更擅长粘附在宿主上。最近几周南非每天新增确诊病例仅200多例，但本周四激增至2465例，可能与此有关[3]。\n在该病毒被关注后，周五海外市场出现了明显的担忧：欧盘阶段德国DAX股指大跌，同期原油、美债收益率也均大幅下行。可见，市场正在为该病毒的潜在风险以及全球经济再度放缓定价。\n\n(二)高估值的美股与过于强烈的加息预期会不会成为美股调整的催化剂?\n与经济下行担忧共存在是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率(图8)以及明年加息3次的市场预期(图9)。我们认为当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，由于估值过高，因此，未来1-2个月美股有可能出现超过15%的调整。\n\n三、美股会不会进入熊市?不会的，加息预期降温后美股将再度企稳\n首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初(图10)与2018年底(图11)美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。我们一直认为明年中期选举前美联储并不会落地加息靴子，而当前极为强烈的加息预期反而成为美联储的对冲筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”的作用并缓解市场压力。\n由于此前市场对Q4及明年美国经济极为乐观，而新变异病毒的出现大概率将引发市场对于美国乃至全球经济放缓的担忧，因此这种预期差极有可能触发美股调整。加上极高的估值与明年加息3次的预期催化，预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872862016,"gmtCreate":1637477595939,"gmtModify":1637477596014,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"grab👍","listText":"grab👍","text":"grab👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872862016","repostId":"1143065747","repostType":2,"repost":{"id":"1143065747","kind":"news","pubTimestamp":1637383902,"share":"https://www.laohu8.com/m/news/1143065747?lang=zh_CN&edition=full","pubTime":"2021-11-20 12:51","market":"us","language":"en","title":"SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143065747","media":"Seeking Alpha","summary":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal t","content":"<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</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>SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</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\">\nSPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-20 12:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143065747","content_text":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.\n\nBrad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.\nGrab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.\nThe deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872959865,"gmtCreate":1637401583260,"gmtModify":1637401583371,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872959865","repostId":"1143065747","repostType":2,"repost":{"id":"1143065747","kind":"news","pubTimestamp":1637383902,"share":"https://www.laohu8.com/m/news/1143065747?lang=zh_CN&edition=full","pubTime":"2021-11-20 12:51","market":"us","language":"en","title":"SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143065747","media":"Seeking Alpha","summary":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal t","content":"<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</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>SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</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\">\nSPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-20 12:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143065747","content_text":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.\n\nBrad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.\nGrab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.\nThe deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870646347,"gmtCreate":1636616600924,"gmtModify":1636616603513,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870646347","repostId":"2182445058","repostType":2,"repost":{"id":"2182445058","kind":"highlight","weMediaInfo":{"introduction":"Share your news with media, investors, and consumers with targeted distribution options from one of the world’s largest and most trusted newswires.","home_visible":1,"media_name":"GlobeNewswire","id":"1016364462","head_image":"https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a"},"pubTimestamp":1636589038,"share":"https://www.laohu8.com/m/news/2182445058?lang=zh_CN&edition=full","pubTime":"2021-11-11 08:03","market":"us","language":"en","title":"Opendoor Reports Revenue of $2.3 billion, up 91% versus 2Q21<blockquote>Opendoor报告收入为23亿美元，较2021年第二季度增长91%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2182445058","media":"GlobeNewswire","summary":"Opendoor Technologies Inc , a leading digital platform for residential real estate, today reported f","content":"<p><a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a>&nbsp;, a leading digital platform for residential real estate, today reported financial results for its quarter ended September&nbsp;30, 2021. Opendoor’s third quarter 2021 financial results and management commentary can be accessed through the Company’s shareholder letter on the quarterly results page of Opendoor’s investor relations website at https://investor.opendoor.com.</p><p><blockquote><a href=\"https://laohu8.com/S/OPEN\">Opendoor技术公司</a>领先的住宅房地产数字平台今天公布了截至2021年9月30日的季度财务业绩。Opendoor 2021年第三季度财务业绩和管理层评论可通过Opendoor投资者关系网站https://investor.opendoor.com季度业绩页面上的公司股东信访问。</blockquote></p><p> “Over the years, I am often asked whether our vision and strategy has changed. The short answer is no - we have always been focused on making it possible to buy, sell, and move at the tap of a button. In our view, the end state for the real estate marketplace will inevitably be a simple, certain, and fast transaction powered by technology. It is just a matter of when. So we have been consistently focused on investing in that future experience, piece by piece, with the consumer in mind at every step. We take great pride in doing the hard work to execute with excellence in our consumer experience, technology, business performance, and company culture. This is what sets us apart,” said Eric Wu, Co-Founder and CEO of Opendoor. “Our third quarter results are the byproduct of our focus on the consumer experience and strong, consistent execution. We exceeded our expectations in generating $2.3&nbsp;billion of revenue, acquiring 15,181 homes, and delivering over $170&nbsp;million of Contribution Profit and $35&nbsp;million of Adjusted EBITDA.”</p><p><blockquote>“这些年来，我经常被问到我们的愿景和战略是否发生了变化。简短的答案是否定的——我们一直专注于让只需点击一个按钮就可以购买、出售和移动。在我们看来，房地产市场的最终状态将不可避免地是由技术驱动的简单、确定和快速的交易。这只是时间问题。因此，我们一直专注于一点一点地投资于未来的体验，每一步都以消费者为中心。我们非常自豪地努力工作，在消费者体验、技术、业务绩效和公司文化方面表现出色。这就是我们与众不同的地方。”Opendoor联合创始人兼首席执行官Eric Wu说道。“我们第三季度的业绩是我们关注消费者体验和强大、一致的执行力的副产品。我们超出了预期，创造了23亿美元的收入，收购了15,181套房屋，并实现了超过1.7亿美元的贡献利润和3500万美元的调整后EBITDA。”</blockquote></p><p> <b>Third Quarter 2021 Key Highlights</b></p><p><blockquote><b>2021年第三季度主要亮点</b></blockquote></p><p> Unless otherwise stated, all comparisons are on a quarter-over-quarter basis. We believe that sequential comparisons better reflect our underlying growth trends given our decision to pause home acquisitions and actively sell through our inventory last year due to COVID-19.</p><p><blockquote>除非另有说明，所有比较均按季度进行。我们认为，鉴于我们去年因COVID-19决定暂停购房并积极出售库存，环比比较更能反映我们的基本增长趋势。</blockquote></p><p> <ul>  <li>Revenue of $2.3&nbsp;billion, up 91% versus 2Q21, with 5,988 total homes sold, up 72% versus 2Q21</li>  <li>Gross profit of $202&nbsp;million, versus $159&nbsp;million in 2Q21; gross margin of 8.9%, versus 13.4% in 2Q21</li>  <li>Net income of $(57)&nbsp;million, versus $(144)&nbsp;million in 2Q21</li>  <li>Adjusted Net Income of $(17)&nbsp;million, versus $2&nbsp;million in 2Q21</li>  <li>Contribution Profit of $170&nbsp;million, versus $128&nbsp;million in 2Q21; Contribution Margin of 7.5%, versus 10.8% in 2Q21</li>  <li>Adjusted EBITDA of $35 million versus $26 million in 2Q21; Adjusted EBITDA Margin of 1.5% versus 2.2% in 2Q21</li>  <li>Expanded to 44 markets at the end of 3Q21 with 5 new market launches</li>  <li>Purchased 15,181 homes, up 79% versus 2Q21</li>  <li>Grew inventory balance to 17,164 homes, representing $6.3 billion in value, up 130% versus 2Q21</li> </ul> <b>Outlook</b></p><p><blockquote><ul><li>收入为23亿美元，较2021年第二季度增长91%，共售出5,988套房屋，较2021年第二季度增长72%</li><li>毛利润为2.02亿美元，2021年第二季度为1.59亿美元；毛利率为8.9%，而2021年第二季度为13.4%</li><li>净利润为(57)百万美元，而2021年第二季度为(1.44亿)美元</li><li>调整后净利润为(17)百万美元，而2021年第二季度为200万美元</li><li>贡献利润1.7亿美元，而2021年第二季度为1.28亿美元；贡献率为7.5%，而2021年第二季度为10.8%</li><li>调整后EBITDA为3500万美元，而2021年第二季度为2600万美元；调整后EBITDA利润率为1.5%，而2021年第二季度为2.2%</li><li>在2021年第三季度结束时扩展至44个市场，并推出5个新市场</li><li>购买了15,181套房屋，比2021年第二季度增长79%</li><li>库存余额增至17,164套，价值63亿美元，较2021年第二季度增长130%</li></ul><b>世界观</b></blockquote></p><p> <ul>  <li>4Q21 revenue guidance of $3.1&nbsp;billion - $3.2&nbsp;billion</li>  <li>4Q21 Adjusted EBITDA1 guidance of ($5)&nbsp;million - $5&nbsp;million<img src=\"https://static.tigerbbs.com/05d7779e620cc1630ccc7ad04272a020\" tg-width=\"883\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></li> </ul></p><p><blockquote><ul><li>2021年第四季度营收指引为31亿至32亿美元</li><li>2021年第四季度调整后EBITDA1指引为(5)百万至500万美元</li></ul></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>Opendoor Reports Revenue of $2.3 billion, up 91% versus 2Q21<blockquote>Opendoor报告收入为23亿美元，较2021年第二季度增长91%</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\">\nOpendoor Reports Revenue of $2.3 billion, up 91% versus 2Q21<blockquote>Opendoor报告收入为23亿美元，较2021年第二季度增长91%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016364462\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/31bb960c88eab45f27ccc9fce75dee9a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">GlobeNewswire </p>\n<p class=\"h-time smaller\">2021-11-11 08:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a>&nbsp;, a leading digital platform for residential real estate, today reported financial results for its quarter ended September&nbsp;30, 2021. Opendoor’s third quarter 2021 financial results and management commentary can be accessed through the Company’s shareholder letter on the quarterly results page of Opendoor’s investor relations website at https://investor.opendoor.com.</p><p><blockquote><a href=\"https://laohu8.com/S/OPEN\">Opendoor技术公司</a>领先的住宅房地产数字平台今天公布了截至2021年9月30日的季度财务业绩。Opendoor 2021年第三季度财务业绩和管理层评论可通过Opendoor投资者关系网站https://investor.opendoor.com季度业绩页面上的公司股东信访问。</blockquote></p><p> “Over the years, I am often asked whether our vision and strategy has changed. The short answer is no - we have always been focused on making it possible to buy, sell, and move at the tap of a button. In our view, the end state for the real estate marketplace will inevitably be a simple, certain, and fast transaction powered by technology. It is just a matter of when. So we have been consistently focused on investing in that future experience, piece by piece, with the consumer in mind at every step. We take great pride in doing the hard work to execute with excellence in our consumer experience, technology, business performance, and company culture. This is what sets us apart,” said Eric Wu, Co-Founder and CEO of Opendoor. “Our third quarter results are the byproduct of our focus on the consumer experience and strong, consistent execution. We exceeded our expectations in generating $2.3&nbsp;billion of revenue, acquiring 15,181 homes, and delivering over $170&nbsp;million of Contribution Profit and $35&nbsp;million of Adjusted EBITDA.”</p><p><blockquote>“这些年来，我经常被问到我们的愿景和战略是否发生了变化。简短的答案是否定的——我们一直专注于让只需点击一个按钮就可以购买、出售和移动。在我们看来，房地产市场的最终状态将不可避免地是由技术驱动的简单、确定和快速的交易。这只是时间问题。因此，我们一直专注于一点一点地投资于未来的体验，每一步都以消费者为中心。我们非常自豪地努力工作，在消费者体验、技术、业务绩效和公司文化方面表现出色。这就是我们与众不同的地方。”Opendoor联合创始人兼首席执行官Eric Wu说道。“我们第三季度的业绩是我们关注消费者体验和强大、一致的执行力的副产品。我们超出了预期，创造了23亿美元的收入，收购了15,181套房屋，并实现了超过1.7亿美元的贡献利润和3500万美元的调整后EBITDA。”</blockquote></p><p> <b>Third Quarter 2021 Key Highlights</b></p><p><blockquote><b>2021年第三季度主要亮点</b></blockquote></p><p> Unless otherwise stated, all comparisons are on a quarter-over-quarter basis. We believe that sequential comparisons better reflect our underlying growth trends given our decision to pause home acquisitions and actively sell through our inventory last year due to COVID-19.</p><p><blockquote>除非另有说明，所有比较均按季度进行。我们认为，鉴于我们去年因COVID-19决定暂停购房并积极出售库存，环比比较更能反映我们的基本增长趋势。</blockquote></p><p> <ul>  <li>Revenue of $2.3&nbsp;billion, up 91% versus 2Q21, with 5,988 total homes sold, up 72% versus 2Q21</li>  <li>Gross profit of $202&nbsp;million, versus $159&nbsp;million in 2Q21; gross margin of 8.9%, versus 13.4% in 2Q21</li>  <li>Net income of $(57)&nbsp;million, versus $(144)&nbsp;million in 2Q21</li>  <li>Adjusted Net Income of $(17)&nbsp;million, versus $2&nbsp;million in 2Q21</li>  <li>Contribution Profit of $170&nbsp;million, versus $128&nbsp;million in 2Q21; Contribution Margin of 7.5%, versus 10.8% in 2Q21</li>  <li>Adjusted EBITDA of $35 million versus $26 million in 2Q21; Adjusted EBITDA Margin of 1.5% versus 2.2% in 2Q21</li>  <li>Expanded to 44 markets at the end of 3Q21 with 5 new market launches</li>  <li>Purchased 15,181 homes, up 79% versus 2Q21</li>  <li>Grew inventory balance to 17,164 homes, representing $6.3 billion in value, up 130% versus 2Q21</li> </ul> <b>Outlook</b></p><p><blockquote><ul><li>收入为23亿美元，较2021年第二季度增长91%，共售出5,988套房屋，较2021年第二季度增长72%</li><li>毛利润为2.02亿美元，2021年第二季度为1.59亿美元；毛利率为8.9%，而2021年第二季度为13.4%</li><li>净利润为(57)百万美元，而2021年第二季度为(1.44亿)美元</li><li>调整后净利润为(17)百万美元，而2021年第二季度为200万美元</li><li>贡献利润1.7亿美元，而2021年第二季度为1.28亿美元；贡献率为7.5%，而2021年第二季度为10.8%</li><li>调整后EBITDA为3500万美元，而2021年第二季度为2600万美元；调整后EBITDA利润率为1.5%，而2021年第二季度为2.2%</li><li>在2021年第三季度结束时扩展至44个市场，并推出5个新市场</li><li>购买了15,181套房屋，比2021年第二季度增长79%</li><li>库存余额增至17,164套，价值63亿美元，较2021年第二季度增长130%</li></ul><b>世界观</b></blockquote></p><p> <ul>  <li>4Q21 revenue guidance of $3.1&nbsp;billion - $3.2&nbsp;billion</li>  <li>4Q21 Adjusted EBITDA1 guidance of ($5)&nbsp;million - $5&nbsp;million<img src=\"https://static.tigerbbs.com/05d7779e620cc1630ccc7ad04272a020\" tg-width=\"883\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></li> </ul></p><p><blockquote><ul><li>2021年第四季度营收指引为31亿至32亿美元</li><li>2021年第四季度调整后EBITDA1指引为(5)百万至500万美元</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182445058","content_text":"Opendoor Technologies Inc , a leading digital platform for residential real estate, today reported financial results for its quarter ended September 30, 2021. Opendoor’s third quarter 2021 financial results and management commentary can be accessed through the Company’s shareholder letter on the quarterly results page of Opendoor’s investor relations website at https://investor.opendoor.com.\n“Over the years, I am often asked whether our vision and strategy has changed. The short answer is no - we have always been focused on making it possible to buy, sell, and move at the tap of a button. In our view, the end state for the real estate marketplace will inevitably be a simple, certain, and fast transaction powered by technology. It is just a matter of when. So we have been consistently focused on investing in that future experience, piece by piece, with the consumer in mind at every step. We take great pride in doing the hard work to execute with excellence in our consumer experience, technology, business performance, and company culture. This is what sets us apart,” said Eric Wu, Co-Founder and CEO of Opendoor. “Our third quarter results are the byproduct of our focus on the consumer experience and strong, consistent execution. We exceeded our expectations in generating $2.3 billion of revenue, acquiring 15,181 homes, and delivering over $170 million of Contribution Profit and $35 million of Adjusted EBITDA.”\nThird Quarter 2021 Key Highlights\nUnless otherwise stated, all comparisons are on a quarter-over-quarter basis. We believe that sequential comparisons better reflect our underlying growth trends given our decision to pause home acquisitions and actively sell through our inventory last year due to COVID-19.\n\nRevenue of $2.3 billion, up 91% versus 2Q21, with 5,988 total homes sold, up 72% versus 2Q21\nGross profit of $202 million, versus $159 million in 2Q21; gross margin of 8.9%, versus 13.4% in 2Q21\nNet income of $(57) million, versus $(144) million in 2Q21\nAdjusted Net Income of $(17) million, versus $2 million in 2Q21\nContribution Profit of $170 million, versus $128 million in 2Q21; Contribution Margin of 7.5%, versus 10.8% in 2Q21\nAdjusted EBITDA of $35 million versus $26 million in 2Q21; Adjusted EBITDA Margin of 1.5% versus 2.2% in 2Q21\nExpanded to 44 markets at the end of 3Q21 with 5 new market launches\nPurchased 15,181 homes, up 79% versus 2Q21\nGrew inventory balance to 17,164 homes, representing $6.3 billion in value, up 130% versus 2Q21\n\nOutlook\n\n4Q21 revenue guidance of $3.1 billion - $3.2 billion\n4Q21 Adjusted EBITDA1 guidance of ($5) million - $5 million","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841129290,"gmtCreate":1635897061528,"gmtModify":1635897061655,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"👍👍👍💪💪💪","listText":"👍👍👍💪💪💪","text":"👍👍👍💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841129290","repostId":"1196323855","repostType":2,"repost":{"id":"1196323855","kind":"news","pubTimestamp":1635835644,"share":"https://www.laohu8.com/m/news/1196323855?lang=zh_CN&edition=full","pubTime":"2021-11-02 14:47","market":"us","language":"en","title":"Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196323855","media":"MarketWatch","summary":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks. Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the","content":"<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者往往会在10月底之前抛售一些输家，从而在一些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影：Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。所以是时候在废墟中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好，因为共同基金和其他大型投资者必须在10月31日之前实现税收损失。之后，他们打击的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱？</blockquote></p><p> Since 1986, S&amp;P 500&nbsp;stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&amp;P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美银的数据，自1986年以来，标普500股市在今年前10个月下跌了10%以上（最大的税收损失抛售候选者），在随后的三个月上涨了5.6%。这比标普500同期3.9%的平均回报率高出1.6个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&amp;P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling&nbsp;three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售之后，这些股票可以从季节性看涨的市场顺风中获得提振。美银表示，自1936年以来，11月1日至1月31日期间，标普500平均上涨4.5%，而所有其他滚动三个月期间的平均涨幅为2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&amp;P 500 for stocks with&nbsp;year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm&nbsp;and T-Mobile.</p><p><blockquote>最近几周，机构投资者一直是股票的大卖家，他们严重依赖税收损失抛售候选人。为了找到最好的便宜货，美银在标普500上筛选了年初至今(YTD)跌幅超过10%的股票。然后该银行建议客户考虑其给予买入评级的13家银行。该名单包括Global Payments、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。我会青睐那些股价大幅下跌、内部人士最近购买了大量股票的股票——基于我在股票信《重温股票》中分析内部人士购买情况的系统。（您可以在下面的简历中找到我的信的链接。）</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明，商业趋势将支持11月初及以后的股市上涨。我最近在我的股票信中推荐了22个这样的名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔；最近价格：$48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-3.1%；较2021年高点-29.5%</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕收购</b>：10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>：2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期，但由于数据中心、所谓的物联网和Mobileye（自动驾驶汽车）的销售强劲，英特尔股价仍在10月底暴跌。问题是：英特尔宣布了激进的资本支出，这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言，我喜欢投资于未来的公司，尤其是当消息使他们的股票变得更便宜时。鉴于他们的大量购买，内部人士对此表示同意。英特尔股票今年的下跌意味着几乎任何在2021年买入的人都处于亏损状态。毫无疑问，他们中的许多人在10月底抛售以实现税收损失，加剧了看涨资本支出消息造成的股价疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场；最近价格：$1,512</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-7.8%；较2021年高点-23.5%</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>：8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>：无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。与去年同期相比，第二季度销售额增长了100%以上。其用户群增长了47%，达到7590万购物者。该股今年已两次飙升至1800美元至2000美元区间。但最近它以及许多大型科技股都表现疲软。任何今年买入峰值的人在10月下旬都下跌了不少，可能会抛售以获取税收损失。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但内部人士看涨，为什么不呢？拉丁美洲的在线零售采用落后，因此要赶上世界其他地区，它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示，未来几年，拉丁美洲将实现全球最快的电子商务年销售额增长——比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>甜甜圈；最近价格：$12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-17.7%；较2021年高点-38.9%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21至9/10/21</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>：1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme于7月初再次作为股票上市，价格在16美元至21美元之间。该股目前交易价格为12.89美元，几乎处于历史低点。这意味着任何购买的资金都在水下。毫无疑问，他们中的许多人都希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个看涨的理由。其中之一是专门从事消费品股票的欧洲公司JAB Holding的大举买入。其次，Krispy Kreme的增长强劲。该公司报告第二季度有机销售额增长23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store&nbsp;display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了耐储存的包装产品，并在杂货店和便利店设立了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿；最近价格：$57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-25.9%；较2021年高点-32.5%</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>：10/11/21至10/20/21</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>：1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s&nbsp;is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果你在用餐时点了薯条，很可能你是这家公司的顾客。Lamb Weston是餐厅冷冻薯条的大型生产商。这家公司总部位于爱达荷州（恰如其分），向北美和海外排名前100的连锁餐厅销售产品。麦当劳是大客户。你也可以在杂货店找到它的产品，在爱达荷州种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司一直保持强劲的销售增长，但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度的时间，但这些都是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时，兰姆韦斯顿一直在提高其产品的价格，这也将抵消损失。只是需要一些时间。另一个优势：Lamb Weston在高增长的新兴市场拥有很大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源；近期价格：$30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>：-44.4%;较2021年高点-54.8%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>：1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在2019年6月的股票信中以10-11美元的价格向订阅者建议了这个能源基础设施名称。尽管今年大幅下跌，我们的股价仍然上涨了两倍。我认为该股在当前的回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气，将其冷冻成易于运输的液态天然气，然后出售给从更脏的柴油和重燃料油转换的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上涨和该公司巨额债务负担，New Fortress Energy股价下跌。但天然气价格将在冬季供暖季后降温，持续增长将有助于公司管理债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士肯定是这么认为的。业绩良好的高管最近购买了价值100万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住，税亏损销售反弹候选人可能在12月底遭受另一轮疲软，因为散户投资者必须在年底前完成他们的税亏损销售。这将是为这些公司增加价值的又一个机会。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</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\">\nPut these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-02 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者往往会在10月底之前抛售一些输家，从而在一些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影：Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。所以是时候在废墟中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好，因为共同基金和其他大型投资者必须在10月31日之前实现税收损失。之后，他们打击的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱？</blockquote></p><p> Since 1986, S&amp;P 500&nbsp;stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&amp;P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美银的数据，自1986年以来，标普500股市在今年前10个月下跌了10%以上（最大的税收损失抛售候选者），在随后的三个月上涨了5.6%。这比标普500同期3.9%的平均回报率高出1.6个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&amp;P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling&nbsp;three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售之后，这些股票可以从季节性看涨的市场顺风中获得提振。美银表示，自1936年以来，11月1日至1月31日期间，标普500平均上涨4.5%，而所有其他滚动三个月期间的平均涨幅为2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&amp;P 500 for stocks with&nbsp;year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm&nbsp;and T-Mobile.</p><p><blockquote>最近几周，机构投资者一直是股票的大卖家，他们严重依赖税收损失抛售候选人。为了找到最好的便宜货，美银在标普500上筛选了年初至今(YTD)跌幅超过10%的股票。然后该银行建议客户考虑其给予买入评级的13家银行。该名单包括Global Payments、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。我会青睐那些股价大幅下跌、内部人士最近购买了大量股票的股票——基于我在股票信《重温股票》中分析内部人士购买情况的系统。（您可以在下面的简历中找到我的信的链接。）</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明，商业趋势将支持11月初及以后的股市上涨。我最近在我的股票信中推荐了22个这样的名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔；最近价格：$48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-3.1%；较2021年高点-29.5%</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕收购</b>：10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>：2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期，但由于数据中心、所谓的物联网和Mobileye（自动驾驶汽车）的销售强劲，英特尔股价仍在10月底暴跌。问题是：英特尔宣布了激进的资本支出，这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言，我喜欢投资于未来的公司，尤其是当消息使他们的股票变得更便宜时。鉴于他们的大量购买，内部人士对此表示同意。英特尔股票今年的下跌意味着几乎任何在2021年买入的人都处于亏损状态。毫无疑问，他们中的许多人在10月底抛售以实现税收损失，加剧了看涨资本支出消息造成的股价疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场；最近价格：$1,512</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-7.8%；较2021年高点-23.5%</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>：8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>：无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。与去年同期相比，第二季度销售额增长了100%以上。其用户群增长了47%，达到7590万购物者。该股今年已两次飙升至1800美元至2000美元区间。但最近它以及许多大型科技股都表现疲软。任何今年买入峰值的人在10月下旬都下跌了不少，可能会抛售以获取税收损失。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但内部人士看涨，为什么不呢？拉丁美洲的在线零售采用落后，因此要赶上世界其他地区，它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示，未来几年，拉丁美洲将实现全球最快的电子商务年销售额增长——比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>甜甜圈；最近价格：$12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-17.7%；较2021年高点-38.9%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21至9/10/21</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>：1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme于7月初再次作为股票上市，价格在16美元至21美元之间。该股目前交易价格为12.89美元，几乎处于历史低点。这意味着任何购买的资金都在水下。毫无疑问，他们中的许多人都希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个看涨的理由。其中之一是专门从事消费品股票的欧洲公司JAB Holding的大举买入。其次，Krispy Kreme的增长强劲。该公司报告第二季度有机销售额增长23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store&nbsp;display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了耐储存的包装产品，并在杂货店和便利店设立了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿；最近价格：$57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-25.9%；较2021年高点-32.5%</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>：10/11/21至10/20/21</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>：1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s&nbsp;is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果你在用餐时点了薯条，很可能你是这家公司的顾客。Lamb Weston是餐厅冷冻薯条的大型生产商。这家公司总部位于爱达荷州（恰如其分），向北美和海外排名前100的连锁餐厅销售产品。麦当劳是大客户。你也可以在杂货店找到它的产品，在爱达荷州种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司一直保持强劲的销售增长，但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度的时间，但这些都是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时，兰姆韦斯顿一直在提高其产品的价格，这也将抵消损失。只是需要一些时间。另一个优势：Lamb Weston在高增长的新兴市场拥有很大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源；近期价格：$30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>：-44.4%;较2021年高点-54.8%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>：1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在2019年6月的股票信中以10-11美元的价格向订阅者建议了这个能源基础设施名称。尽管今年大幅下跌，我们的股价仍然上涨了两倍。我认为该股在当前的回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气，将其冷冻成易于运输的液态天然气，然后出售给从更脏的柴油和重燃料油转换的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上涨和该公司巨额债务负担，New Fortress Energy股价下跌。但天然气价格将在冬季供暖季后降温，持续增长将有助于公司管理债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士肯定是这么认为的。业绩良好的高管最近购买了价值100万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住，税亏损销售反弹候选人可能在12月底遭受另一轮疲软，因为散户投资者必须在年底前完成他们的税亏损销售。这将是为这些公司增加价值的又一个机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page\">MarketWatch</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":{"VTRS":"Viatris Inc.","TMUS":"T-Mobile US Inc","GPN":"环汇有限公司","NFE":"New Fortress Energy LLC","LW":"Lamb Weston Holdings, Inc.","INTC":"英特尔","QCOM":"高通","MELI":"MercadoLibre","DNUT":"Krispy Kreme, Inc.","INCY":"因塞特医疗"},"source_url":"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196323855","content_text":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks\nPhoto by Jack Atley/ALLSPORT/Getty Images\nBig investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.\nThis trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.\nBy how much?\nSince 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.\nAfter tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.\nInstitutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.\nI’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)\nThe significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.\nIntel; recent price: $48.25\nStock decline: -3.1% YTD; -29.5% from 2021 high\nLatest insider purchase: 10/25/21\nYield: 2.9%\nIntel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.\nPersonally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.\nMercadoLibre; recent price: $1,512\nStock decline: -7.8% YTD; -23.5% from 2021 high\nLatest insider purchases: 8/18/21\nYield: None\nThis online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.\nBut insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.\nKrispy Kreme; recent price: $12.86\nStock decline: -17.7% YTD; -38.9% from 2021 high\nLatest insider purchases: 8/19/21 to 9/10/21\nYield: 1.1%\nKrispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.\nBut there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.\nKrispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.\nLamb Weston; recent price: $57.49\nStock decline: -25.9% YTD; -32.5% from 2021 high\nLatest insider purchases: 10/11/21 through 10/20/21\nYield: 1.6%\nIf you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.\nThe company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.\nMeanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.\nNew Fortress Energy; recent price: $30.56\nStock decline: -44.4%; -54.8% from 2021 high\nLatest insider purchases: 8/19/21\nYield: 1.3%\nI originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.\nNew Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.\nNew Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.\nInsiders sure think so. Execs with solid records recently bought $1 million worth of stock.\nRemember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.","news_type":1,"symbols_score_info":{"QCOM":0.9,"GPN":0.9,"MELI":0.9,"INTC":0.9,"VTRS":0.9,"INCY":0.9,"DNUT":0.9,"NFE":0.9,"LW":0.9,"TMUS":0.9}},"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849936357,"gmtCreate":1635723061239,"gmtModify":1635723061359,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"🤦‍♂️🤦‍♂️","listText":"🤦‍♂️🤦‍♂️","text":"🤦‍♂️🤦‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849936357","repostId":"2180224854","repostType":4,"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840969659,"gmtCreate":1635575852412,"gmtModify":1635575852542,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>逢低买入","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>逢低买入","text":"$英特尔(INTC)$逢低买入","images":[{"img":"https://static.tigerbbs.com/56742bd69edb9aed06910e65f7968a24","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840969659","isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858627568,"gmtCreate":1635047581882,"gmtModify":1635047582065,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🙈🙈🙈","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🙈🙈🙈","text":"$英特尔(INTC)$🙈🙈🙈","images":[{"img":"https://static.tigerbbs.com/73ea2bb353f732043d7d589fb26ca3b7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858627568","isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851728496,"gmtCreate":1634947074150,"gmtModify":1634947074319,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>稳住","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>稳住","text":"$英特尔(INTC)$稳住","images":[{"img":"https://static.tigerbbs.com/650a1313d81d9c210500e0236c9fc030","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851728496","isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":859223019,"gmtCreate":1634701743637,"gmtModify":1634701775291,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859223019","repostId":"2176104795","repostType":2,"repost":{"id":"2176104795","kind":"news","pubTimestamp":1634684225,"share":"https://www.laohu8.com/m/news/2176104795?lang=zh_CN&edition=full","pubTime":"2021-10-20 06:57","market":"hk","language":"zh","title":"最具价值中国品牌排行榜 深圳三家企业进前十","url":"https://stock-news.laohu8.com/highlight/detail?id=2176104795","media":"深圳商报","summary":"记者10月19日获悉，在2021年凯度BrandZ 最具价值中国品牌排行榜中，中国平安名列榜单第6，排名较去年上升1位，继续蝉联中国保险行业第一品牌。此外，2021年中国平安品牌价值443.59亿美元，同比增长31%，增速领先中国金融业。最具价值中国品牌排行榜前10腾讯、阿里巴巴、茅台、美团、华为中国平安、京东、抖音、中国工商银行、快手","content":"<html><body><article><p>记者10月19日获悉，在2021年凯度BrandZ 最具价值中国品牌排行榜中，<a href=\"https://laohu8.com/S/601318\">中国平安</a>名列榜单第6，排名较去年上升1位，继续蝉联中国保险行业第一品牌。此外，2021年<a href=\"https://laohu8.com/S/02318\">中国平安</a>品牌价值443.59亿美元，同比增长31%，增速领先中国金融业。</p><p><strong>最具价值中国品牌排行榜前10</strong></p><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、茅台、美团、华为</p><p><strong>中国平安、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、中国<a href=\"https://laohu8.com/S/601398\">工商银行</a>、快手</strong></p></article></body></html>","source":"tencent","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>最具价值中国品牌排行榜 深圳三家企业进前十</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n最具价值中国品牌排行榜 深圳三家企业进前十\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-20 06:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021102007060179fe46f9&s=b><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者10月19日获悉，在2021年凯度BrandZ 最具价值中国品牌排行榜中，中国平安名列榜单第6，排名较去年上升1位，继续蝉联中国保险行业第一品牌。此外，2021年中国平安品牌价值443.59亿美元，同比增长31%，增速领先中国金融业。最具价值中国品牌排行榜前10腾讯、阿里巴巴、茅台、美团、华为中国平安、京东、抖音、中国工商银行、快手</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021102007060179fe46f9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"TCEHY":"腾讯控股ADR","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","LU":"陆金所","03145":"华夏亚洲高息股","09618":"京东集团-SW","02318":"中国平安"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021102007060179fe46f9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2176104795","content_text":"记者10月19日获悉，在2021年凯度BrandZ 最具价值中国品牌排行榜中，中国平安名列榜单第6，排名较去年上升1位，继续蝉联中国保险行业第一品牌。此外，2021年中国平安品牌价值443.59亿美元，同比增长31%，增速领先中国金融业。最具价值中国品牌排行榜前10腾讯、阿里巴巴、茅台、美团、华为中国平安、京东、抖音、中国工商银行、快手","news_type":1,"symbols_score_info":{"47759":0.6,"47763":0.6,"47929":0.6,"47932":0.6,"47958":0.6,"48452":0.9,"48569":0.6,"48627":0.6,"48753":0.6,"TCEHY":0.6,"03145":0.6,"QNETCN":0.6,"02318":0.9,"09988":0.6,"LU":0.9,"09618":0.6}},"isVote":1,"tweetType":1,"viewCount":2497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822074030,"gmtCreate":1634082511322,"gmtModify":1634082511519,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🤦‍♂️🤦‍♂️","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🤦‍♂️🤦‍♂️","text":"$英特尔(INTC)$🤦‍♂️🤦‍♂️","images":[{"img":"https://static.tigerbbs.com/9671ab3d4843ba6a879eb20d46325807","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822074030","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828616418,"gmtCreate":1633909718821,"gmtModify":1633909718886,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"👏👏👏","listText":"👏👏👏","text":"👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828616418","repostId":"1198599586","repostType":4,"repost":{"id":"1198599586","kind":"news","pubTimestamp":1633835227,"share":"https://www.laohu8.com/m/news/1198599586?lang=zh_CN&edition=full","pubTime":"2021-10-10 11:07","market":"us","language":"zh","title":"华尔街头号死敌！SEC主席的雷霆手段正全面出击","url":"https://stock-news.laohu8.com/highlight/detail?id=1198599586","media":"华尔街见闻","summary":"美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划。","content":"<p>美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。</p>\n<p>Robinhood末日？</p>\n<p>彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。</p>\n<p>在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即经纪公司将客户订单发送给不同的交易执行方所获得的报酬和利益。</p>\n<p>在订单流支付的安排下，诸如Robinhood等“零佣金”经纪商将散户交易者的订单信息发送给诸如Citadel Securities等高频交易公司，后者在支付价格不菲的经纪人佣金后，利用散户的买卖价格差信息获取利益。</p>\n<p>虽然SEC此前允许PFOF交易的进行，但Gensler认为订单流支付给经纪人带来了利益冲突，市场的透明度也随之降低。在8月的国会听证会上，<b>Gensler称其希望完全禁止订单流支付交易，这在当时引发Robinhood等在线经纪商股价大跌。</b></p>\n<p>股票交易“游戏化”（gamification）也是Gensler的重点关注议题。其公开表示，通过类似视频游戏的提示，Robinhood等在线交易软件正诱导公司客户过度进行交易。</p>\n<p>在信息披露方面，Gensler要求基金经理提供他们声称对环境或社会负责的（SEG）产品的更多信息。其认为，基金没有使用一致的指标来支持其“绿色”营销主张，这使得投资者很难对它们进行比较。</p>\n<p>而要求对冲基金强制披露空头头寸也在监管讨论范围内。</p>\n<p>民主党内部存在阻力</p>\n<p>但Gensler雄心勃勃的监管目标并非没有挑战。</p>\n<p>彭博报道称，由于相关政策可能需要数年时间才能完成且各大企业可能通过起诉SEC来拖延立法进程，<b>一些民主党人和外部顾问正敦促Gensler将监管目标缩小到更易于管理的范围。</b></p>\n<p>在白宫方面，拜登政府则对诸如通过更强有力的企业信息披露来应对气候变化的规则等特定议程有更大的兴趣。</p>\n<p>二十年来最激进的监管者</p>\n<p>虽然尚未有法案正式推出，但Gensler过往的辉煌记录让市场高度关注其任何细微的举动。</p>\n<p>Gensler在30岁时就跻身高盛合伙人。在华尔街摸爬滚打十八年后，他弃商从政，入职克林顿时期的财政部，服务于时任财政部副部长萨默斯(Lawrence Summers)。2009年至2013年出任美国商品期货交易委员会（CFTC）主席。离开政坛后，他栖身象牙塔，在麻省理工斯隆商学院任教。</p>\n<p>在2009年至2013年执掌美国商品期货交易委员会期间，Gensler以激进、咄咄逼人的管理风格闻名。在金融危机后，针对体量巨大的场外掉期市场实施了强有力的管理措施，还帮助起草了2010年出台的《多德-弗兰克法案》（Dodd-Frank Act）。</p>\n<p>在他的领导下，曾经长期被视为一潭死水的CFTC变成了华尔街最积极的监管机构。而华尔街乃至整个金融业也因为他推行的一系列监管改革和新规付出了几十亿美元的代价，“罪名”包括操纵Libor、抵押贷款违规等。</p>\n<p>Gensler2010年接受纽约时报采访时曾表示：“华尔街的利益并不总是与公众的利益相同。”</p>\n<p>“律师、监管人士和游说者表示，Gensler很可能是自本世纪初William Donaldson领导证交会、或者自克林顿政府时期的Arthur Levitt任职以来，最激进、最主张严监管的SEC主席。”华尔街日报称。</p>","source":"highlight_wallstreetcn","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>华尔街头号死敌！SEC主席的雷霆手段正全面出击</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街头号死敌！SEC主席的雷霆手段正全面出击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 11:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3641936><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。\nRobinhood末日？\n彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。\n在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641936\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd7287e60411e6c4e9bc5f97f8d7aa37","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3641936","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1198599586","content_text":"美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。\nRobinhood末日？\n彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。\n在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即经纪公司将客户订单发送给不同的交易执行方所获得的报酬和利益。\n在订单流支付的安排下，诸如Robinhood等“零佣金”经纪商将散户交易者的订单信息发送给诸如Citadel Securities等高频交易公司，后者在支付价格不菲的经纪人佣金后，利用散户的买卖价格差信息获取利益。\n虽然SEC此前允许PFOF交易的进行，但Gensler认为订单流支付给经纪人带来了利益冲突，市场的透明度也随之降低。在8月的国会听证会上，Gensler称其希望完全禁止订单流支付交易，这在当时引发Robinhood等在线经纪商股价大跌。\n股票交易“游戏化”（gamification）也是Gensler的重点关注议题。其公开表示，通过类似视频游戏的提示，Robinhood等在线交易软件正诱导公司客户过度进行交易。\n在信息披露方面，Gensler要求基金经理提供他们声称对环境或社会负责的（SEG）产品的更多信息。其认为，基金没有使用一致的指标来支持其“绿色”营销主张，这使得投资者很难对它们进行比较。\n而要求对冲基金强制披露空头头寸也在监管讨论范围内。\n民主党内部存在阻力\n但Gensler雄心勃勃的监管目标并非没有挑战。\n彭博报道称，由于相关政策可能需要数年时间才能完成且各大企业可能通过起诉SEC来拖延立法进程，一些民主党人和外部顾问正敦促Gensler将监管目标缩小到更易于管理的范围。\n在白宫方面，拜登政府则对诸如通过更强有力的企业信息披露来应对气候变化的规则等特定议程有更大的兴趣。\n二十年来最激进的监管者\n虽然尚未有法案正式推出，但Gensler过往的辉煌记录让市场高度关注其任何细微的举动。\nGensler在30岁时就跻身高盛合伙人。在华尔街摸爬滚打十八年后，他弃商从政，入职克林顿时期的财政部，服务于时任财政部副部长萨默斯(Lawrence Summers)。2009年至2013年出任美国商品期货交易委员会（CFTC）主席。离开政坛后，他栖身象牙塔，在麻省理工斯隆商学院任教。\n在2009年至2013年执掌美国商品期货交易委员会期间，Gensler以激进、咄咄逼人的管理风格闻名。在金融危机后，针对体量巨大的场外掉期市场实施了强有力的管理措施，还帮助起草了2010年出台的《多德-弗兰克法案》（Dodd-Frank Act）。\n在他的领导下，曾经长期被视为一潭死水的CFTC变成了华尔街最积极的监管机构。而华尔街乃至整个金融业也因为他推行的一系列监管改革和新规付出了几十亿美元的代价，“罪名”包括操纵Libor、抵押贷款违规等。\nGensler2010年接受纽约时报采访时曾表示：“华尔街的利益并不总是与公众的利益相同。”\n“律师、监管人士和游说者表示，Gensler很可能是自本世纪初William Donaldson领导证交会、或者自克林顿政府时期的Arthur Levitt任职以来，最激进、最主张严监管的SEC主席。”华尔街日报称。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821850770,"gmtCreate":1633734235012,"gmtModify":1633734235211,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>长期看好，长期持有","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>长期看好，长期持有","text":"$Opendoor Technologies Inc(OPEN)$长期看好，长期持有","images":[{"img":"https://static.tigerbbs.com/428468bb46e2af8c1fe29ab47e35e0ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821850770","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864183612,"gmtCreate":1633072852401,"gmtModify":1633072852516,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>💪💪💪","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>💪💪💪","text":"$Opendoor Technologies Inc(OPEN)$💪💪💪","images":[{"img":"https://static.tigerbbs.com/e8fc2faa812b8e8c81214348f7559e19","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864183612","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865320193,"gmtCreate":1632955705671,"gmtModify":1632955705797,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865320193","repostId":"2171812719","repostType":4,"repost":{"id":"2171812719","kind":"highlight","pubTimestamp":1632930089,"share":"https://www.laohu8.com/m/news/2171812719?lang=zh_CN&edition=full","pubTime":"2021-09-29 23:41","market":"us","language":"zh","title":"英特尔锐炫会动谁的蛋糕？","url":"https://stock-news.laohu8.com/highlight/detail?id=2171812719","media":"DoNews","summary":"2021年8月份，英特尔架构日活动中，英特尔正式对外公布了锐炫(Intel Arc)系列独立显卡，基于Xe HPG架构，由台积电N6制程工艺代工生产，支持DX12 Ultimate、硬件光线追踪、Xe","content":"<p>2021年8月份，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>架构日活动中，英特尔正式对外公布了锐炫(Intel Arc)系列独立显卡，基于Xe HPG架构，由<a href=\"https://laohu8.com/S/TSM\">台积电</a>N6制程工艺代工生产，支持DX12 Ultimate、硬件光线追踪、XeSS AI超采样等先进技术。 将于2022年的CES展会后正式发布。</p>\n<p>根据英特尔的官方路线图显示，锐炫(Intel Arc)系列独立显卡的开发代号为Alchemist，后续还有Battlemage、Celestial、Druid等多款新品。</p>\n<p>根据爆料，满血版DG2(Alchemist)大约与NVIDIA RTX 3070 Ti性能相当。</p>\n<p>不过，按照nVIDIA的计划，到了2022年三季度，nVIDIA的下一代显卡就会发布。英特尔面对是不是30系列，而是40系列。Alchemist满血也只能与3070抗衡，性能是落后。</p>\n<p>那么，靠这个性能，英特尔锐炫能有前途吗？它会动nVIDIA和<a href=\"https://laohu8.com/S/AMD\">AMD</a>的蛋糕吗?</p>\n<h2><b>英特尔的第一次尝试</b></h2>\n<p>其实，英特尔进入显卡市场非常非常早。电脑从字符界面进入图形界面以后，就有显卡需求。从字符界面到3D界面进化的时间也非常快。几年时间，在显卡市场就出现了百家争鸣的局面。nVIDIA、ATI、Voodoo、S3、PowerVR……，都在这个时代竞争。</p>\n<p>英特尔当时没有图形技术，所以它购买了Real 3D的技术，这家公司当时被军火厂商<a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>控股，3D技术是给军用模拟现实的。这就是英特尔的第一代独立显卡i740。</p>\n<p>当年的显卡号称6个月淘汰一代，与现在2年一代的节奏差距巨大。英特尔根本跟不上节奏，独立显卡只做了一代就不做了。</p>\n<p>这个i740后来被集成到主板的810芯片组，变成i752，英特尔也就在独立显卡市场销声匿迹了。</p>\n<p>因为，除了游戏之外，大多数电脑没有3D性能的需求，所以英特尔把这个市场放给nVIDIA和AMD，但是把芯片组市场牢牢把握。用集成显卡事实占据了大量市场份额。</p>\n<h2><b>英特尔的第二次尝试</b></h2>\n<p>这个局面持续了几年，一直到nVIDIA在3D显卡上发展出通用计算。</p>\n<p>当时，在PS3上，<a href=\"https://laohu8.com/S/IBM\">IBM</a>和<a href=\"https://laohu8.com/S/SNE\">索尼</a>合作，搞了异构处理器。把CPU和简单计算的算力单元分开，以编程难度为代价提升性能。</p>\n<p>这个思路到了GPU上，nVIDIA直接让GPU去做通用计算，进入高性能计算市场。</p>\n<p>这就动了英特尔的奶酪，英特尔随机第二次进军显卡。这次是以高性能计算为目标，兼顾3D显卡应用。</p>\n<p>英特尔的Larrabee堆了奔腾处理器核心，原本是做显卡用了的，后来发现性能没啥优势，就做加速计算卡了，所谓众核架构。</p>\n<p>英特尔在这上面推出过几代产品，中国的超级计算机天河也用过英特尔众核架构的产品。</p>\n<p>但是，这个时候nVIDIA推出的CUDA已经非常流行，nVIDIA可以一块芯片多用，做GPU，做通用计算都行。成本好控制，英特尔则是专用的芯片，而且高性能计算市场极小，成本很高。</p>\n<p>这样，英特尔无法与nVIDIA竞争，所以很快就放弃了，这是英特尔的第二次尝试。</p>\n<h2><b>人工智能的威胁</b></h2>\n<p>本来高性能计算市场是一个小众市场，英特尔竞争不过也就罢了。但是最近几年人工智能崛起了。人工智能也是一个需要大量算力的需求，人工智能的崛起，带来了nVIDIA的春天，这个市场比高性能计算更大，而英特尔的高性能处理器，只能做控制节点用。</p>\n<p>一个高性能计算单元，两个英特尔的CPU，8块nVIDIA的计算卡，英特尔被边缘化了。而且英特尔这个控制器，换AMD也行，nVIDIA用ARM处理器也行。</p>\n<p>这样一来，英特尔必须做显卡了。只有做显卡，才能平摊芯片设计和制造成本，在高性能计算上与nVIDAI竞争。</p>\n<p>所以，英特尔开始第三次做显卡，这就是锐炫。英特尔希望，自己的显卡有量，能拉低成本，让自己的计算卡与nVIDIA竞争。不被边缘化。</p>\n<p>是人工智能的崛起，让英特尔第三次尝试做显卡。</p>\n<h2><b>锐炫能成功吗?</b></h2>\n<p>从目前的数据看，在性能上，英特尔还不如nVIDA，可能会落后一代。</p>\n<p>但是英特尔的优势在于能集成。</p>\n<p>英特尔只需要选出甜点的位置。一个是1060，1070这个位置，目标是1080p下面，能要xbox <a href=\"https://laohu8.com/S/AONE.U\">one</a> x，ps4pro上跨平台的游戏。这个性能作为中端产品去集成。</p>\n<p>还有一个是3060，2080这个位置，对应的是PS5上的跨平台游戏，能上4k分辨率。这个集成到高端产品。</p>\n<p>产品可以游戏本为主，加强散热与功耗。做成台式机替代的游戏本，也可以做成NUC，外接显示器或者大屏幕电视。但是英特尔不给用户插显卡的机会，用户买了nVIDIA和AMD显卡没有地方插。</p>\n<p>作为后来者，英特尔一定要开放，用户算AI，挖矿，算双精度浮点都行。整机可以卖便宜点，单独的CPU可以卖贵点，让游戏用户尽可能选英特尔的一体化方案。</p>\n<p>这样普及化，英特尔的GPU成本可以降低。英特尔又有攒芯片的技术，可以把几个小核心攒成大的，互联性能损失不太大。利用成本优势，造独立大显卡，给用户挖矿，算AI，科学计算跑超算。这样同等算力，英特尔会比NVIDIA便宜。</p>\n<p>GPU性能不断进步，但是PC游戏盗版严重，主流游戏厂商要靠游戏机市场活着，不能让游戏机跑不动新游戏。</p>\n<p>所以与游戏机性能类似的显卡，可以玩很长时间的跨平台游戏。英特尔只要把握住节点，用集成和廉价去竞争，是很有机会，在GPU市场战胜nVIDIA和AMD的。</p>\n<p>而GPU市场规模上去，计算卡也就便宜了，英特尔也会撼动nVIDIA的通用计算的市场。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔锐炫会动谁的蛋糕？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔锐炫会动谁的蛋糕？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 23:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1419412530101896><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年8月份，英特尔架构日活动中，英特尔正式对外公布了锐炫(Intel Arc)系列独立显卡，基于Xe HPG架构，由台积电N6制程工艺代工生产，支持DX12 Ultimate、硬件光线追踪、XeSS AI超采样等先进技术。 将于2022年的CES展会后正式发布。\n根据英特尔的官方路线图显示，锐炫(Intel Arc)系列独立显卡的开发代号为Alchemist，后续还有Battlemage、...</p>\n\n<a href=\"https://36kr.com/p/1419412530101896\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"https://36kr.com/p/1419412530101896","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171812719","content_text":"2021年8月份，英特尔架构日活动中，英特尔正式对外公布了锐炫(Intel Arc)系列独立显卡，基于Xe HPG架构，由台积电N6制程工艺代工生产，支持DX12 Ultimate、硬件光线追踪、XeSS AI超采样等先进技术。 将于2022年的CES展会后正式发布。\n根据英特尔的官方路线图显示，锐炫(Intel Arc)系列独立显卡的开发代号为Alchemist，后续还有Battlemage、Celestial、Druid等多款新品。\n根据爆料，满血版DG2(Alchemist)大约与NVIDIA RTX 3070 Ti性能相当。\n不过，按照nVIDIA的计划，到了2022年三季度，nVIDIA的下一代显卡就会发布。英特尔面对是不是30系列，而是40系列。Alchemist满血也只能与3070抗衡，性能是落后。\n那么，靠这个性能，英特尔锐炫能有前途吗？它会动nVIDIA和AMD的蛋糕吗?\n英特尔的第一次尝试\n其实，英特尔进入显卡市场非常非常早。电脑从字符界面进入图形界面以后，就有显卡需求。从字符界面到3D界面进化的时间也非常快。几年时间，在显卡市场就出现了百家争鸣的局面。nVIDIA、ATI、Voodoo、S3、PowerVR……，都在这个时代竞争。\n英特尔当时没有图形技术，所以它购买了Real 3D的技术，这家公司当时被军火厂商洛克希德马丁控股，3D技术是给军用模拟现实的。这就是英特尔的第一代独立显卡i740。\n当年的显卡号称6个月淘汰一代，与现在2年一代的节奏差距巨大。英特尔根本跟不上节奏，独立显卡只做了一代就不做了。\n这个i740后来被集成到主板的810芯片组，变成i752，英特尔也就在独立显卡市场销声匿迹了。\n因为，除了游戏之外，大多数电脑没有3D性能的需求，所以英特尔把这个市场放给nVIDIA和AMD，但是把芯片组市场牢牢把握。用集成显卡事实占据了大量市场份额。\n英特尔的第二次尝试\n这个局面持续了几年，一直到nVIDIA在3D显卡上发展出通用计算。\n当时，在PS3上，IBM和索尼合作，搞了异构处理器。把CPU和简单计算的算力单元分开，以编程难度为代价提升性能。\n这个思路到了GPU上，nVIDIA直接让GPU去做通用计算，进入高性能计算市场。\n这就动了英特尔的奶酪，英特尔随机第二次进军显卡。这次是以高性能计算为目标，兼顾3D显卡应用。\n英特尔的Larrabee堆了奔腾处理器核心，原本是做显卡用了的，后来发现性能没啥优势，就做加速计算卡了，所谓众核架构。\n英特尔在这上面推出过几代产品，中国的超级计算机天河也用过英特尔众核架构的产品。\n但是，这个时候nVIDIA推出的CUDA已经非常流行，nVIDIA可以一块芯片多用，做GPU，做通用计算都行。成本好控制，英特尔则是专用的芯片，而且高性能计算市场极小，成本很高。\n这样，英特尔无法与nVIDIA竞争，所以很快就放弃了，这是英特尔的第二次尝试。\n人工智能的威胁\n本来高性能计算市场是一个小众市场，英特尔竞争不过也就罢了。但是最近几年人工智能崛起了。人工智能也是一个需要大量算力的需求，人工智能的崛起，带来了nVIDIA的春天，这个市场比高性能计算更大，而英特尔的高性能处理器，只能做控制节点用。\n一个高性能计算单元，两个英特尔的CPU，8块nVIDIA的计算卡，英特尔被边缘化了。而且英特尔这个控制器，换AMD也行，nVIDIA用ARM处理器也行。\n这样一来，英特尔必须做显卡了。只有做显卡，才能平摊芯片设计和制造成本，在高性能计算上与nVIDAI竞争。\n所以，英特尔开始第三次做显卡，这就是锐炫。英特尔希望，自己的显卡有量，能拉低成本，让自己的计算卡与nVIDIA竞争。不被边缘化。\n是人工智能的崛起，让英特尔第三次尝试做显卡。\n锐炫能成功吗?\n从目前的数据看，在性能上，英特尔还不如nVIDA，可能会落后一代。\n但是英特尔的优势在于能集成。\n英特尔只需要选出甜点的位置。一个是1060，1070这个位置，目标是1080p下面，能要xbox one x，ps4pro上跨平台的游戏。这个性能作为中端产品去集成。\n还有一个是3060，2080这个位置，对应的是PS5上的跨平台游戏，能上4k分辨率。这个集成到高端产品。\n产品可以游戏本为主，加强散热与功耗。做成台式机替代的游戏本，也可以做成NUC，外接显示器或者大屏幕电视。但是英特尔不给用户插显卡的机会，用户买了nVIDIA和AMD显卡没有地方插。\n作为后来者，英特尔一定要开放，用户算AI，挖矿，算双精度浮点都行。整机可以卖便宜点，单独的CPU可以卖贵点，让游戏用户尽可能选英特尔的一体化方案。\n这样普及化，英特尔的GPU成本可以降低。英特尔又有攒芯片的技术，可以把几个小核心攒成大的，互联性能损失不太大。利用成本优势，造独立大显卡，给用户挖矿，算AI，科学计算跑超算。这样同等算力，英特尔会比NVIDIA便宜。\nGPU性能不断进步，但是PC游戏盗版严重，主流游戏厂商要靠游戏机市场活着，不能让游戏机跑不动新游戏。\n所以与游戏机性能类似的显卡，可以玩很长时间的跨平台游戏。英特尔只要把握住节点，用集成和廉价去竞争，是很有机会，在GPU市场战胜nVIDIA和AMD的。\n而GPU市场规模上去，计算卡也就便宜了，英特尔也会撼动nVIDIA的通用计算的市场。","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868856496,"gmtCreate":1632631679115,"gmtModify":1632648583818,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>小试","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>小试","text":"$Opendoor Technologies Inc(OPEN)$小试","images":[{"img":"https://static.tigerbbs.com/0bbf587eae66a37f6040b821a6c97490","width":"1080","height":"3123"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868856496","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":863949225,"gmtCreate":1632355281667,"gmtModify":1632801020451,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"继续持有","listText":"继续持有","text":"继续持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863949225","repostId":"2167555319","repostType":2,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884573476,"gmtCreate":1631923219895,"gmtModify":1632805366135,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PRCT\">$PROCEPT BioRobotics(PRCT)$</a>未来是不是更需要机器人更精准的手术呢","listText":"<a href=\"https://laohu8.com/S/PRCT\">$PROCEPT BioRobotics(PRCT)$</a>未来是不是更需要机器人更精准的手术呢","text":"$PROCEPT BioRobotics(PRCT)$未来是不是更需要机器人更精准的手术呢","images":[{"img":"https://static.tigerbbs.com/430d2bc9ac00ebda99852003c4bf1bc3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884573476","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":886221142,"gmtCreate":1631597079286,"gmtModify":1631885478453,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>再继续","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>再继续","text":"$英特尔(INTC)$再继续","images":[{"img":"https://static.tigerbbs.com/cfb81b9f0ddd611aaf06f1373a860a86","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886221142","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":883504807,"gmtCreate":1631251038809,"gmtModify":1631884041851,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091536494292900","idStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>很有吸引力的价钱","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>很有吸引力的价钱","text":"$云顶新加坡(G13.SI)$很有吸引力的价钱","images":[{"img":"https://static.tigerbbs.com/94fe94a0e81a233fbb728c474bde9e2c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883504807","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":833664772,"gmtCreate":1629240937796,"gmtModify":1631884168817,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VALE\">$淡水河谷(VALE)$</a>🤣🤭","listText":"<a href=\"https://laohu8.com/S/VALE\">$淡水河谷(VALE)$</a>🤣🤭","text":"$淡水河谷(VALE)$🤣🤭","images":[{"img":"https://static.tigerbbs.com/185847616c4846ea719695bf02fb822b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/833664772","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091323235232030","authorId":"4091323235232030","name":"石榴妹","avatar":"https://static.tigerbbs.com/413423e8f3e3a26540b6606ff36eccff","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091323235232030","authorIdStr":"4091323235232030"},"content":"今晚可以看老虎证券。目前处于强支撑位 可以考虑进个底仓","text":"今晚可以看老虎证券。目前处于强支撑位 可以考虑进个底仓","html":"今晚可以看老虎证券。目前处于强支撑位 可以考虑进个底仓"},{"author":{"id":"4091323235232030","authorId":"4091323235232030","name":"石榴妹","avatar":"https://static.tigerbbs.com/413423e8f3e3a26540b6606ff36eccff","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091323235232030","authorIdStr":"4091323235232030"},"content":"走的是下跌通道","text":"走的是下跌通道","html":"走的是下跌通道"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849936357,"gmtCreate":1635723061239,"gmtModify":1635723061359,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"🤦‍♂️🤦‍♂️","listText":"🤦‍♂️🤦‍♂️","text":"🤦‍♂️🤦‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849936357","repostId":"2180224854","repostType":4,"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864183612,"gmtCreate":1633072852401,"gmtModify":1633072852516,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>💪💪💪","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>💪💪💪","text":"$Opendoor Technologies Inc(OPEN)$💪💪💪","images":[{"img":"https://static.tigerbbs.com/e8fc2faa812b8e8c81214348f7559e19","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864183612","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":819796687,"gmtCreate":1630105862649,"gmtModify":1704955935672,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819796687","repostId":"1178241811","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872959865,"gmtCreate":1637401583260,"gmtModify":1637401583371,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872959865","repostId":"1143065747","repostType":2,"repost":{"id":"1143065747","kind":"news","pubTimestamp":1637383902,"share":"https://www.laohu8.com/m/news/1143065747?lang=zh_CN&edition=full","pubTime":"2021-11-20 12:51","market":"us","language":"en","title":"SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143065747","media":"Seeking Alpha","summary":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal t","content":"<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</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>SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</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\">\nSPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-20 12:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143065747","content_text":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.\n\nBrad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.\nGrab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.\nThe deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841129290,"gmtCreate":1635897061528,"gmtModify":1635897061655,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"👍👍👍💪💪💪","listText":"👍👍👍💪💪💪","text":"👍👍👍💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841129290","repostId":"1196323855","repostType":2,"repost":{"id":"1196323855","kind":"news","pubTimestamp":1635835644,"share":"https://www.laohu8.com/m/news/1196323855?lang=zh_CN&edition=full","pubTime":"2021-11-02 14:47","market":"us","language":"en","title":"Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196323855","media":"MarketWatch","summary":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks. Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.Since 1986, S&P 500 stocks down more than 10% in the first 10 months of the","content":"<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者往往会在10月底之前抛售一些输家，从而在一些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影：Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。所以是时候在废墟中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好，因为共同基金和其他大型投资者必须在10月31日之前实现税收损失。之后，他们打击的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱？</blockquote></p><p> Since 1986, S&amp;P 500&nbsp;stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&amp;P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美银的数据，自1986年以来，标普500股市在今年前10个月下跌了10%以上（最大的税收损失抛售候选者），在随后的三个月上涨了5.6%。这比标普500同期3.9%的平均回报率高出1.6个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&amp;P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling&nbsp;three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售之后，这些股票可以从季节性看涨的市场顺风中获得提振。美银表示，自1936年以来，11月1日至1月31日期间，标普500平均上涨4.5%，而所有其他滚动三个月期间的平均涨幅为2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&amp;P 500 for stocks with&nbsp;year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm&nbsp;and T-Mobile.</p><p><blockquote>最近几周，机构投资者一直是股票的大卖家，他们严重依赖税收损失抛售候选人。为了找到最好的便宜货，美银在标普500上筛选了年初至今(YTD)跌幅超过10%的股票。然后该银行建议客户考虑其给予买入评级的13家银行。该名单包括Global Payments、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。我会青睐那些股价大幅下跌、内部人士最近购买了大量股票的股票——基于我在股票信《重温股票》中分析内部人士购买情况的系统。（您可以在下面的简历中找到我的信的链接。）</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明，商业趋势将支持11月初及以后的股市上涨。我最近在我的股票信中推荐了22个这样的名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔；最近价格：$48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-3.1%；较2021年高点-29.5%</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕收购</b>：10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>：2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期，但由于数据中心、所谓的物联网和Mobileye（自动驾驶汽车）的销售强劲，英特尔股价仍在10月底暴跌。问题是：英特尔宣布了激进的资本支出，这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言，我喜欢投资于未来的公司，尤其是当消息使他们的股票变得更便宜时。鉴于他们的大量购买，内部人士对此表示同意。英特尔股票今年的下跌意味着几乎任何在2021年买入的人都处于亏损状态。毫无疑问，他们中的许多人在10月底抛售以实现税收损失，加剧了看涨资本支出消息造成的股价疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场；最近价格：$1,512</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-7.8%；较2021年高点-23.5%</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>：8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>：无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。与去年同期相比，第二季度销售额增长了100%以上。其用户群增长了47%，达到7590万购物者。该股今年已两次飙升至1800美元至2000美元区间。但最近它以及许多大型科技股都表现疲软。任何今年买入峰值的人在10月下旬都下跌了不少，可能会抛售以获取税收损失。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但内部人士看涨，为什么不呢？拉丁美洲的在线零售采用落后，因此要赶上世界其他地区，它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示，未来几年，拉丁美洲将实现全球最快的电子商务年销售额增长——比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>甜甜圈；最近价格：$12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-17.7%；较2021年高点-38.9%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21至9/10/21</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>：1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme于7月初再次作为股票上市，价格在16美元至21美元之间。该股目前交易价格为12.89美元，几乎处于历史低点。这意味着任何购买的资金都在水下。毫无疑问，他们中的许多人都希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个看涨的理由。其中之一是专门从事消费品股票的欧洲公司JAB Holding的大举买入。其次，Krispy Kreme的增长强劲。该公司报告第二季度有机销售额增长23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store&nbsp;display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了耐储存的包装产品，并在杂货店和便利店设立了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿；最近价格：$57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-25.9%；较2021年高点-32.5%</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>：10/11/21至10/20/21</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>：1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s&nbsp;is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果你在用餐时点了薯条，很可能你是这家公司的顾客。Lamb Weston是餐厅冷冻薯条的大型生产商。这家公司总部位于爱达荷州（恰如其分），向北美和海外排名前100的连锁餐厅销售产品。麦当劳是大客户。你也可以在杂货店找到它的产品，在爱达荷州种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司一直保持强劲的销售增长，但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度的时间，但这些都是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时，兰姆韦斯顿一直在提高其产品的价格，这也将抵消损失。只是需要一些时间。另一个优势：Lamb Weston在高增长的新兴市场拥有很大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源；近期价格：$30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>：-44.4%;较2021年高点-54.8%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>：1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在2019年6月的股票信中以10-11美元的价格向订阅者建议了这个能源基础设施名称。尽管今年大幅下跌，我们的股价仍然上涨了两倍。我认为该股在当前的回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气，将其冷冻成易于运输的液态天然气，然后出售给从更脏的柴油和重燃料油转换的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上涨和该公司巨额债务负担，New Fortress Energy股价下跌。但天然气价格将在冬季供暖季后降温，持续增长将有助于公司管理债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士肯定是这么认为的。业绩良好的高管最近购买了价值100万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住，税亏损销售反弹候选人可能在12月底遭受另一轮疲软，因为散户投资者必须在年底前完成他们的税亏损销售。这将是为这些公司增加价值的又一个机会。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Put these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</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\">\nPut these 10 stocks on your radar because they may rebound from recent tax-loss selling<blockquote>关注这10只股票，因为它们可能会从最近的税收损失抛售中反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-11-02 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks</p><p><blockquote>专业投资者往往会在10月底之前抛售一些输家，从而在一些股票中创造更大的价值</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2bf4db267085a8c096970906864e7ff\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>Photo by Jack Atley/ALLSPORT/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>摄影：Jack Atley/ALLSPORT/Getty Images</span></p></blockquote></p><p> Big investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.</p><p><blockquote>大投资者刚刚完成了税收损失抛售。所以是时候在废墟中寻找便宜货了。</blockquote></p><p> This trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.</p><p><blockquote>这种交易一直运作良好，因为共同基金和其他大型投资者必须在10月31日之前实现税收损失。之后，他们打击的股票往往会跑赢大盘。</blockquote></p><p> By how much?</p><p><blockquote>多少钱？</blockquote></p><p> Since 1986, S&amp;P 500&nbsp;stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&amp;P 500’s average return of 3.9% during the same time.</p><p><blockquote>根据美银的数据，自1986年以来，标普500股市在今年前10个月下跌了10%以上（最大的税收损失抛售候选者），在随后的三个月上涨了5.6%。这比标普500同期3.9%的平均回报率高出1.6个百分点。</blockquote></p><p> After tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&amp;P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling&nbsp;three-month periods, says Bank of America.</p><p><blockquote>在税收损失抛售之后，这些股票可以从季节性看涨的市场顺风中获得提振。美银表示，自1936年以来，11月1日至1月31日期间，标普500平均上涨4.5%，而所有其他滚动三个月期间的平均涨幅为2.9%。</blockquote></p><p> Institutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&amp;P 500 for stocks with&nbsp;year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm&nbsp;and T-Mobile.</p><p><blockquote>最近几周，机构投资者一直是股票的大卖家，他们严重依赖税收损失抛售候选人。为了找到最好的便宜货，美银在标普500上筛选了年初至今(YTD)跌幅超过10%的股票。然后该银行建议客户考虑其给予买入评级的13家银行。该名单包括Global Payments、Viatris、Incyte、高通和T-Mobile。</blockquote></p><p> I’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)</p><p><blockquote>我会采取不同的方法。我会青睐那些股价大幅下跌、内部人士最近购买了大量股票的股票——基于我在股票信《重温股票》中分析内部人士购买情况的系统。（您可以在下面的简历中找到我的信的链接。）</blockquote></p><p> The significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.</p><p><blockquote>大量的内部买入表明，商业趋势将支持11月初及以后的股市上涨。我最近在我的股票信中推荐了22个这样的名字。这里有五个可以考虑。</blockquote></p><p> <b>Intel; recent price: $48.25</b></p><p><blockquote><b>英特尔；最近价格：$48.25</b></blockquote></p><p> <b>Stock decline</b>: -3.1% YTD; -29.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-3.1%；较2021年高点-29.5%</blockquote></p><p> <b>Latest insider purchase</b>: 10/25/21</p><p><blockquote><b>最新内幕收购</b>：10/25/21</blockquote></p><p> <b>Yield</b>: 2.9%</p><p><blockquote><b>产量</b>：2.9%</blockquote></p><p> Intel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.</p><p><blockquote>尽管英特尔公布了不错的业绩并超出了预期，但由于数据中心、所谓的物联网和Mobileye（自动驾驶汽车）的销售强劲，英特尔股价仍在10月底暴跌。问题是：英特尔宣布了激进的资本支出，这将损害利润率。</blockquote></p><p> Personally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.</p><p><blockquote>就我个人而言，我喜欢投资于未来的公司，尤其是当消息使他们的股票变得更便宜时。鉴于他们的大量购买，内部人士对此表示同意。英特尔股票今年的下跌意味着几乎任何在2021年买入的人都处于亏损状态。毫无疑问，他们中的许多人在10月底抛售以实现税收损失，加剧了看涨资本支出消息造成的股价疲软。</blockquote></p><p> <b>MercadoLibre; recent price: $1,512</b></p><p><blockquote><b>自由市场；最近价格：$1,512</b></blockquote></p><p> <b>Stock decline</b>: -7.8% YTD; -23.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-7.8%；较2021年高点-23.5%</blockquote></p><p> <b>Latest insider purchases</b>: 8/18/21</p><p><blockquote><b>最新内幕购买</b>：8/18/21</blockquote></p><p> <b>Yield</b>: None</p><p><blockquote><b>产量</b>：无</blockquote></p><p> This online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.</p><p><blockquote>这家拉丁美洲的在线零售商今年过得很好。与去年同期相比，第二季度销售额增长了100%以上。其用户群增长了47%，达到7590万购物者。该股今年已两次飙升至1800美元至2000美元区间。但最近它以及许多大型科技股都表现疲软。任何今年买入峰值的人在10月下旬都下跌了不少，可能会抛售以获取税收损失。</blockquote></p><p> But insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.</p><p><blockquote>但内部人士看涨，为什么不呢？拉丁美洲的在线零售采用落后，因此要赶上世界其他地区，它还有很大的增长空间。它会赶上的。拉丁美洲配送中心和最后一英里枢纽的增长支持了这一趋势。研究组织eMarketer表示，未来几年，拉丁美洲将实现全球最快的电子商务年销售额增长——比全球平均水平高出约10个百分点。</blockquote></p><p> <b>Krispy Kreme; recent price: $12.86</b></p><p><blockquote><b>甜甜圈；最近价格：$12.86</b></blockquote></p><p> <b>Stock decline</b>: -17.7% YTD; -38.9% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-17.7%；较2021年高点-38.9%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21 to 9/10/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21至9/10/21</blockquote></p><p> <b>Yield</b>: 1.1%</p><p><blockquote><b>产量</b>：1.1%</blockquote></p><p> Krispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.</p><p><blockquote>Krispy Kreme于7月初再次作为股票上市，价格在16美元至21美元之间。该股目前交易价格为12.89美元，几乎处于历史低点。这意味着任何购买的资金都在水下。毫无疑问，他们中的许多人都希望实现税收损失。</blockquote></p><p> But there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.</p><p><blockquote>但有几个看涨的理由。其中之一是专门从事消费品股票的欧洲公司JAB Holding的大举买入。其次，Krispy Kreme的增长强劲。该公司报告第二季度有机销售额增长23%。</blockquote></p><p></p><p> Krispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store&nbsp;display cases in grocery and convenience stores.</p><p><blockquote>Krispy Kreme在纽约、芝加哥、波士顿和明尼阿波利斯等几个代表性不足的美国主要市场有很大的增长空间。它在中国、巴西和西欧部分地区还有增长空间。它还推出了耐储存的包装产品，并在杂货店和便利店设立了更多的店内陈列柜。</blockquote></p><p> <b>Lamb Weston; recent price: $57.49</b></p><p><blockquote><b>兰姆·韦斯顿；最近价格：$57.49</b></blockquote></p><p> <b>Stock decline</b>: -25.9% YTD; -32.5% from 2021 high</p><p><blockquote><b>股票下跌</b>：年初至今-25.9%；较2021年高点-32.5%</blockquote></p><p> <b>Latest insider purchases</b>: 10/11/21 through 10/20/21</p><p><blockquote><b>最新内幕购买</b>：10/11/21至10/20/21</blockquote></p><p> <b>Yield</b>: 1.6%</p><p><blockquote><b>产量</b>：1.6%</blockquote></p><p> If you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s&nbsp;is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.</p><p><blockquote>如果你在用餐时点了薯条，很可能你是这家公司的顾客。Lamb Weston是餐厅冷冻薯条的大型生产商。这家公司总部位于爱达荷州（恰如其分），向北美和海外排名前100的连锁餐厅销售产品。麦当劳是大客户。你也可以在杂货店找到它的产品，在爱达荷州种植和亚历克西娅品牌下。</blockquote></p><p> The company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.</p><p><blockquote>该公司一直保持强劲的销售增长，但盈利受到了——你猜对了——通货膨胀和供应链问题的打击。这可能需要几个季度的时间，但这些都是暂时的问题。</blockquote></p><p> Meanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.</p><p><blockquote>与此同时，兰姆韦斯顿一直在提高其产品的价格，这也将抵消损失。只是需要一些时间。另一个优势：Lamb Weston在高增长的新兴市场拥有很大的影响力。</blockquote></p><p> <b>New Fortress Energy; recent price: $30.56</b></p><p><blockquote><b>新堡垒能源；近期价格：$30.56</b></blockquote></p><p> <b>Stock decline</b>: -44.4%; -54.8% from 2021 high</p><p><blockquote><b>股票下跌</b>：-44.4%;较2021年高点-54.8%</blockquote></p><p> <b>Latest insider purchases</b>: 8/19/21</p><p><blockquote><b>最新内幕购买</b>：8/19/21</blockquote></p><p> <b>Yield</b>: 1.3%</p><p><blockquote><b>产量</b>：1.3%</blockquote></p><p> I originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.</p><p><blockquote>我最初在2019年6月的股票信中以10-11美元的价格向订阅者建议了这个能源基础设施名称。尽管今年大幅下跌，我们的股价仍然上涨了两倍。我认为该股在当前的回调中值得买入。</blockquote></p><p> New Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.</p><p><blockquote>New Fortress Energy在美国购买天然气，将其冷冻成易于运输的液态天然气，然后出售给从更脏的柴油和重燃料油转换的国家——通常是加勒比海和拉丁美洲。</blockquote></p><p> New Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.</p><p><blockquote>由于担心天然气成本上涨和该公司巨额债务负担，New Fortress Energy股价下跌。但天然气价格将在冬季供暖季后降温，持续增长将有助于公司管理债务水平。</blockquote></p><p> Insiders sure think so. Execs with solid records recently bought $1 million worth of stock.</p><p><blockquote>业内人士肯定是这么认为的。业绩良好的高管最近购买了价值100万美元的股票。</blockquote></p><p> Remember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.</p><p><blockquote>请记住，税亏损销售反弹候选人可能在12月底遭受另一轮疲软，因为散户投资者必须在年底前完成他们的税亏损销售。这将是为这些公司增加价值的又一个机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page\">MarketWatch</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":{"VTRS":"Viatris Inc.","TMUS":"T-Mobile US Inc","GPN":"环汇有限公司","NFE":"New Fortress Energy LLC","LW":"Lamb Weston Holdings, Inc.","INTC":"英特尔","QCOM":"高通","MELI":"MercadoLibre","DNUT":"Krispy Kreme, Inc.","INCY":"因塞特医疗"},"source_url":"https://www.marketwatch.com/story/put-these-10-stocks-on-your-radar-because-they-may-rebound-from-recent-tax-loss-selling-11635776937?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196323855","content_text":"Professional investors tend to dump some of their losers by the end of October, creating greater value in some stocks\nPhoto by Jack Atley/ALLSPORT/Getty Images\nBig investors just finished their tax-loss selling. So it’s time to root through the wreckage to find bargains to buy.\nThis trade consistently works well because mutual funds and other large investors have to realize their tax losses by Oct. 31. After that, the stocks that they hammered tend to outperform.\nBy how much?\nSince 1986, S&P 500 stocks down more than 10% in the first 10 months of the year (the top tax-loss selling candidates) rose 5.6% over the subsequent three months, according to Bank of America. That’s 1.6 percentage point outperformance relative to the S&P 500’s average return of 3.9% during the same time.\nAfter tax-loss selling, these stocks can get a boost from seasonally bullish market tailwinds. During Nov. 1 through Jan. 31, the S&P 500 has averaged 4.5% gains since 1936, compared with 2.9% for all other rolling three-month periods, says Bank of America.\nInstitutional investors have been big sellers of stock in recent weeks, and they’ve leaned heavily on their tax-loss selling candidates. To find the best bargains, Bank of America screened the S&P 500 for stocks with year-to-date (YTD) declines greater than 10%. Then the bank suggested clients consider the 13 it has buy ratings on. That list includes Global Payments,Viatris,Incyte,Qualcomm and T-Mobile.\nI’ll take a different approach. I’ll favor names that are down a lot where insiders were recently buying a meaningful amount of stock — based on my system of analyzing insider purchases at my stock letter Brush Up on Stocks. (You can find the link to my letter in the bio below.)\nThe significant insider buying suggests that business trends will support stock gains from early November and beyond. I recently suggested 22 of these names in my stock letter. Here are five to consider.\nIntel; recent price: $48.25\nStock decline: -3.1% YTD; -29.5% from 2021 high\nLatest insider purchase: 10/25/21\nYield: 2.9%\nIntel stock cracked in late October even though the company posted decent results and beat estimates, thanks to sales strength in data centers, the so-called Internet of Things and Mobileye (self-driving cars). The problem: Intel announced aggressive capital spending that will hurt margins.\nPersonally, I like companies that invest in their future, especially when the news makes their shares cheaper. Insiders agree, given their large buying. The Intel stock decline this year means virtually anyone who bought in 2021 has a losing position. No doubt many of them were selling in late October to realize tax losses, compounding the stock weakness caused by the bullish capital-spending news.\nMercadoLibre; recent price: $1,512\nStock decline: -7.8% YTD; -23.5% from 2021 high\nLatest insider purchases: 8/18/21\nYield: None\nThis online retailer in Latin America is having a good year. Sales were up over 100% in the second quarter compared to the year before. Its user base grew 47% to 75.9 million shoppers. The stock has soared into the $1,800 to $2,000 range twice this year. But it’s been weak lately, along with a lot of large-cap tech. Anybody who bought the spikes this year was down quite a bit in late October and probably selling to reap tax losses.\nBut insiders are bullish, and why not? Online retail adoption is behind in Latin America, so it has plenty of growth ahead just to catch up with the rest of the world. It will catch up. The growth in distribution centers and last-mile hubs in Latin America supports the trend. The research group eMarketer says Latin America will post the fastest annual e-commerce sales growth in the world over the next several years — about 10 percentage points higher than the global average.\nKrispy Kreme; recent price: $12.86\nStock decline: -17.7% YTD; -38.9% from 2021 high\nLatest insider purchases: 8/19/21 to 9/10/21\nYield: 1.1%\nKrispy Kreme debuted as a stock again in early July in the $16 to $21 range. The stock now trades at $12.89, virtually at the all-time lows. This means any funds that purchased are underwater. Many of them were no doubt looking to realize tax losses.\nBut there are several reasons to be bullish. One is big buying by JAB Holding, a European company specializing in consumer-goods stocks. Next, Krispy Kreme’s growth is robust. It reported 23% organic sales growth in the second quarter.\nKrispy Kreme has plenty of room to grow in several key U.S. markets where it is underrepresented, such as New York, Chicago, Boston and Minneapolis. It has room to grow in China, Brazil, and parts of Western Europe. It is also rolling out shelf-stable packaged products, and setting up more in-store display cases in grocery and convenience stores.\nLamb Weston; recent price: $57.49\nStock decline: -25.9% YTD; -32.5% from 2021 high\nLatest insider purchases: 10/11/21 through 10/20/21\nYield: 1.6%\nIf you order fries with your meal, the chances are you’re a customer of this company. Lamb Weston is a huge producer of frozen fries cooked up in restaurants. Based in Idaho (appropriately), this company sells to the top 100 restaurant chains in North America and overseas. McDonald’s is a big customer. You can find its products in grocery stores, too, under the Grown in Idaho and Alexia brands.\nThe company has been posting strong sales growth, but earnings have been hit by — you guessed it — inflation and supply-chain problems. It may take a few quarters, but these will turn out to be temporary problems.\nMeanwhile, Lamb Weston has been raising prices on its products, and that too will offset the damage. It just takes some time. Another strength: Lamb Weston has a big presence in high-growth emerging markets.\nNew Fortress Energy; recent price: $30.56\nStock decline: -44.4%; -54.8% from 2021 high\nLatest insider purchases: 8/19/21\nYield: 1.3%\nI originally suggested this energy-infrastructure name to subscribers in my stock letter at $10-$11 in June 2019. We still have a triple in the shares despite the big declines this year. I think the stock is a buy in the current pullback.\nNew Fortress Energy buys natural gas in the U.S., freezes it into easily shippable liquid natural gas, and then sells to countries converting from dirtier diesel and heavy fuel oil — typically in the Caribbean and Latin America.\nNew Fortress Energy stock is down because of concerns about the rising cost of natural gas and the company’s large debt load. But natural gas prices will cool off after the winter heating season, and continued growth will help the company manage its debt levels.\nInsiders sure think so. Execs with solid records recently bought $1 million worth of stock.\nRemember that tax-loss-selling-rebound candidates can suffer another bout of weakness in late December, since retail investors must do their tax-loss selling by the end of the year. That’ll just be another opportunity to add to these companies.","news_type":1,"symbols_score_info":{"QCOM":0.9,"GPN":0.9,"MELI":0.9,"INTC":0.9,"VTRS":0.9,"INCY":0.9,"DNUT":0.9,"NFE":0.9,"LW":0.9,"TMUS":0.9}},"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883504807,"gmtCreate":1631251038809,"gmtModify":1631884041851,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>很有吸引力的价钱","listText":"<a href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a>很有吸引力的价钱","text":"$云顶新加坡(G13.SI)$很有吸引力的价钱","images":[{"img":"https://static.tigerbbs.com/94fe94a0e81a233fbb728c474bde9e2c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883504807","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":884573476,"gmtCreate":1631923219895,"gmtModify":1632805366135,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PRCT\">$PROCEPT BioRobotics(PRCT)$</a>未来是不是更需要机器人更精准的手术呢","listText":"<a href=\"https://laohu8.com/S/PRCT\">$PROCEPT BioRobotics(PRCT)$</a>未来是不是更需要机器人更精准的手术呢","text":"$PROCEPT BioRobotics(PRCT)$未来是不是更需要机器人更精准的手术呢","images":[{"img":"https://static.tigerbbs.com/430d2bc9ac00ebda99852003c4bf1bc3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884573476","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":834995318,"gmtCreate":1629765517634,"gmtModify":1631889769240,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834995318","repostId":"2161777114","repostType":4,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":872862016,"gmtCreate":1637477595939,"gmtModify":1637477596014,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"grab👍","listText":"grab👍","text":"grab👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872862016","repostId":"1143065747","repostType":2,"repost":{"id":"1143065747","kind":"news","pubTimestamp":1637383902,"share":"https://www.laohu8.com/m/news/1143065747?lang=zh_CN&edition=full","pubTime":"2021-11-20 12:51","market":"us","language":"en","title":"SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143065747","media":"Seeking Alpha","summary":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal t","content":"<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</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>SPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</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\">\nSPAC Altimeter Growth jumps after setting vote date for Grab deal<blockquote>SPAC Altimeter在确定Grab交易投票日期后增长强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-20 12:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AGC\">SPAC Altimeter Growth Corp. </a> rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.</p><p><blockquote><a href=\"https://laohu8.com/S/AGC\">SPAC高度计增长公司。</a>该公司将11月30日定为持有人就东南亚网约车巨头Grab上市交易进行投票的日期，股价上涨4.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/459798d9c6d2d0c428941e1ee2937f4b\" tg-width=\"894\" tg-height=\"635\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Brad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.</p><p><blockquote>据一份新闻稿称，布拉德·郭士纳(Brad Gerstner)的AGC宣布，SEC宣布Grab Holdings的F-4表格注册声明生效。</blockquote></p><p> Grab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.</p><p><blockquote>Grab是东南亚最有价值的初创公司，计划在第四季度以400亿美元的估值与Altimeter(AGC)进行合并，但在推迟后被推迟。</blockquote></p><p> The deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.</p><p><blockquote>这笔交易预计将是东南亚公司有史以来在美国最大的股票发行。Grab的首次公开亮相将为投资者提供进入印度尼西亚、泰国和越南等国家超过6.55亿人口的区域消费市场的机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3773032-spac-altimeter-growth-jumps-after-sending-vote-date-for-grab-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143065747","content_text":"SPAC Altimeter Growth Corp.  rose 4.6% after it set a Nov. 30 date for holders to vote on its deal to take Southeast Asia ride-hailing giant Grab public.\n\nBrad Gerstner's AGC announced that that the SEC declared effective the Form F-4 registration statement of Grab Holdings, according to a release.\nGrab is Southeast Asia's most valuable startup and is set to undergo a merger with Altimeter (AGC) at a valuation of $40B in the fourth quarter, pushed back after a delay.\nThe deal is expected to be the largest-ever U.S. equity offering by a Southeast Asian company. A public debut from Grab will offer investors access to a regional consumer market of more than 655M people across countries including Indonesia, Thailand and Vietnam.","news_type":1,"symbols_score_info":{"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822074030,"gmtCreate":1634082511322,"gmtModify":1634082511519,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🤦‍♂️🤦‍♂️","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🤦‍♂️🤦‍♂️","text":"$英特尔(INTC)$🤦‍♂️🤦‍♂️","images":[{"img":"https://static.tigerbbs.com/9671ab3d4843ba6a879eb20d46325807","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822074030","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828616418,"gmtCreate":1633909718821,"gmtModify":1633909718886,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"👏👏👏","listText":"👏👏👏","text":"👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828616418","repostId":"1198599586","repostType":4,"repost":{"id":"1198599586","kind":"news","pubTimestamp":1633835227,"share":"https://www.laohu8.com/m/news/1198599586?lang=zh_CN&edition=full","pubTime":"2021-10-10 11:07","market":"us","language":"zh","title":"华尔街头号死敌！SEC主席的雷霆手段正全面出击","url":"https://stock-news.laohu8.com/highlight/detail?id=1198599586","media":"华尔街见闻","summary":"美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划。","content":"<p>美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。</p>\n<p>Robinhood末日？</p>\n<p>彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。</p>\n<p>在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即经纪公司将客户订单发送给不同的交易执行方所获得的报酬和利益。</p>\n<p>在订单流支付的安排下，诸如Robinhood等“零佣金”经纪商将散户交易者的订单信息发送给诸如Citadel Securities等高频交易公司，后者在支付价格不菲的经纪人佣金后，利用散户的买卖价格差信息获取利益。</p>\n<p>虽然SEC此前允许PFOF交易的进行，但Gensler认为订单流支付给经纪人带来了利益冲突，市场的透明度也随之降低。在8月的国会听证会上，<b>Gensler称其希望完全禁止订单流支付交易，这在当时引发Robinhood等在线经纪商股价大跌。</b></p>\n<p>股票交易“游戏化”（gamification）也是Gensler的重点关注议题。其公开表示，通过类似视频游戏的提示，Robinhood等在线交易软件正诱导公司客户过度进行交易。</p>\n<p>在信息披露方面，Gensler要求基金经理提供他们声称对环境或社会负责的（SEG）产品的更多信息。其认为，基金没有使用一致的指标来支持其“绿色”营销主张，这使得投资者很难对它们进行比较。</p>\n<p>而要求对冲基金强制披露空头头寸也在监管讨论范围内。</p>\n<p>民主党内部存在阻力</p>\n<p>但Gensler雄心勃勃的监管目标并非没有挑战。</p>\n<p>彭博报道称，由于相关政策可能需要数年时间才能完成且各大企业可能通过起诉SEC来拖延立法进程，<b>一些民主党人和外部顾问正敦促Gensler将监管目标缩小到更易于管理的范围。</b></p>\n<p>在白宫方面，拜登政府则对诸如通过更强有力的企业信息披露来应对气候变化的规则等特定议程有更大的兴趣。</p>\n<p>二十年来最激进的监管者</p>\n<p>虽然尚未有法案正式推出，但Gensler过往的辉煌记录让市场高度关注其任何细微的举动。</p>\n<p>Gensler在30岁时就跻身高盛合伙人。在华尔街摸爬滚打十八年后，他弃商从政，入职克林顿时期的财政部，服务于时任财政部副部长萨默斯(Lawrence Summers)。2009年至2013年出任美国商品期货交易委员会（CFTC）主席。离开政坛后，他栖身象牙塔，在麻省理工斯隆商学院任教。</p>\n<p>在2009年至2013年执掌美国商品期货交易委员会期间，Gensler以激进、咄咄逼人的管理风格闻名。在金融危机后，针对体量巨大的场外掉期市场实施了强有力的管理措施，还帮助起草了2010年出台的《多德-弗兰克法案》（Dodd-Frank Act）。</p>\n<p>在他的领导下，曾经长期被视为一潭死水的CFTC变成了华尔街最积极的监管机构。而华尔街乃至整个金融业也因为他推行的一系列监管改革和新规付出了几十亿美元的代价，“罪名”包括操纵Libor、抵押贷款违规等。</p>\n<p>Gensler2010年接受纽约时报采访时曾表示：“华尔街的利益并不总是与公众的利益相同。”</p>\n<p>“律师、监管人士和游说者表示，Gensler很可能是自本世纪初William Donaldson领导证交会、或者自克林顿政府时期的Arthur Levitt任职以来，最激进、最主张严监管的SEC主席。”华尔街日报称。</p>","source":"highlight_wallstreetcn","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>华尔街头号死敌！SEC主席的雷霆手段正全面出击</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街头号死敌！SEC主席的雷霆手段正全面出击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 11:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3641936><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。\nRobinhood末日？\n彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。\n在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641936\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd7287e60411e6c4e9bc5f97f8d7aa37","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3641936","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1198599586","content_text":"美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。\nRobinhood末日？\n彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。\n在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即经纪公司将客户订单发送给不同的交易执行方所获得的报酬和利益。\n在订单流支付的安排下，诸如Robinhood等“零佣金”经纪商将散户交易者的订单信息发送给诸如Citadel Securities等高频交易公司，后者在支付价格不菲的经纪人佣金后，利用散户的买卖价格差信息获取利益。\n虽然SEC此前允许PFOF交易的进行，但Gensler认为订单流支付给经纪人带来了利益冲突，市场的透明度也随之降低。在8月的国会听证会上，Gensler称其希望完全禁止订单流支付交易，这在当时引发Robinhood等在线经纪商股价大跌。\n股票交易“游戏化”（gamification）也是Gensler的重点关注议题。其公开表示，通过类似视频游戏的提示，Robinhood等在线交易软件正诱导公司客户过度进行交易。\n在信息披露方面，Gensler要求基金经理提供他们声称对环境或社会负责的（SEG）产品的更多信息。其认为，基金没有使用一致的指标来支持其“绿色”营销主张，这使得投资者很难对它们进行比较。\n而要求对冲基金强制披露空头头寸也在监管讨论范围内。\n民主党内部存在阻力\n但Gensler雄心勃勃的监管目标并非没有挑战。\n彭博报道称，由于相关政策可能需要数年时间才能完成且各大企业可能通过起诉SEC来拖延立法进程，一些民主党人和外部顾问正敦促Gensler将监管目标缩小到更易于管理的范围。\n在白宫方面，拜登政府则对诸如通过更强有力的企业信息披露来应对气候变化的规则等特定议程有更大的兴趣。\n二十年来最激进的监管者\n虽然尚未有法案正式推出，但Gensler过往的辉煌记录让市场高度关注其任何细微的举动。\nGensler在30岁时就跻身高盛合伙人。在华尔街摸爬滚打十八年后，他弃商从政，入职克林顿时期的财政部，服务于时任财政部副部长萨默斯(Lawrence Summers)。2009年至2013年出任美国商品期货交易委员会（CFTC）主席。离开政坛后，他栖身象牙塔，在麻省理工斯隆商学院任教。\n在2009年至2013年执掌美国商品期货交易委员会期间，Gensler以激进、咄咄逼人的管理风格闻名。在金融危机后，针对体量巨大的场外掉期市场实施了强有力的管理措施，还帮助起草了2010年出台的《多德-弗兰克法案》（Dodd-Frank Act）。\n在他的领导下，曾经长期被视为一潭死水的CFTC变成了华尔街最积极的监管机构。而华尔街乃至整个金融业也因为他推行的一系列监管改革和新规付出了几十亿美元的代价，“罪名”包括操纵Libor、抵押贷款违规等。\nGensler2010年接受纽约时报采访时曾表示：“华尔街的利益并不总是与公众的利益相同。”\n“律师、监管人士和游说者表示，Gensler很可能是自本世纪初William Donaldson领导证交会、或者自克林顿政府时期的Arthur Levitt任职以来，最激进、最主张严监管的SEC主席。”华尔街日报称。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821850770,"gmtCreate":1633734235012,"gmtModify":1633734235211,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>长期看好，长期持有","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>长期看好，长期持有","text":"$Opendoor Technologies Inc(OPEN)$长期看好，长期持有","images":[{"img":"https://static.tigerbbs.com/428468bb46e2af8c1fe29ab47e35e0ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821850770","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":868856496,"gmtCreate":1632631679115,"gmtModify":1632648583818,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>小试","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>小试","text":"$Opendoor Technologies Inc(OPEN)$小试","images":[{"img":"https://static.tigerbbs.com/0bbf587eae66a37f6040b821a6c97490","width":"1080","height":"3123"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868856496","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":880685319,"gmtCreate":1631055548431,"gmtModify":1631889769172,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"继续看好intel，这个这个价值就是非常好的买入价，也许现在看起来和amd nvdia比较起来是那么的不值钱，不过未来很大机会拿回它的市场💪","listText":"继续看好intel，这个这个价值就是非常好的买入价，也许现在看起来和amd nvdia比较起来是那么的不值钱，不过未来很大机会拿回它的市场💪","text":"继续看好intel，这个这个价值就是非常好的买入价，也许现在看起来和amd nvdia比较起来是那么的不值钱，不过未来很大机会拿回它的市场💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880685319","repostId":"2165368597","repostType":2,"repost":{"id":"2165368597","kind":"news","pubTimestamp":1631053876,"share":"https://www.laohu8.com/m/news/2165368597?lang=zh_CN&edition=full","pubTime":"2021-09-08 06:31","market":"us","language":"zh","title":"英特尔或将在明年推出自动驾驶出租车业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2165368597","media":"品玩","summary":"品玩9月8日讯，据Tech Crunch报道，英特尔旗下子公司 Mobileye 将和租车公司 Sixt SE 进行合作，明年在德国慕尼黑推出自动驾驶出租车服务。据悉，该服务将会使用蔚来的 ES8 作为驾驶车辆，测试车辆将会从几十辆汽车开始，在获得监管部门批准后开始商业运营。日后，这项自动驾驶服务还将会推广到整个欧洲。","content":"<html><body><article><p>品玩9月8日讯，据Tech Crunch报道，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>旗下子公司 <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> 将和租车公司 Sixt SE 进行合作，明年在德国慕尼黑推出自动驾驶出租车服务。</p><p>据悉，该服务将会使用<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的 ES8 作为驾驶车辆，测试车辆将会从几十辆汽车开始，在获得监管部门批准后开始商业运营。日后，这项自动驾驶服务还将会推广到整个欧洲。</p></article></body></html>","source":"tencent","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>英特尔或将在明年推出自动驾驶出租车业务</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔或将在明年推出自动驾驶出租车业务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 06:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090806320479ed7d4d&s=b><strong>品玩</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>品玩9月8日讯，据Tech Crunch报道，英特尔旗下子公司 Mobileye 将和租车公司 Sixt SE 进行合作，明年在德国慕尼黑推出自动驾驶出租车服务。据悉，该服务将会使用蔚来的 ES8 作为驾驶车辆，测试车辆将会从几十辆汽车开始，在获得监管部门批准后开始商业运营。日后，这项自动驾驶服务还将会推广到整个欧洲。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090806320479ed7d4d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0e74fc4bd3f324708cde2effd696613","relate_stocks":{"INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090806320479ed7d4d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2165368597","content_text":"品玩9月8日讯，据Tech Crunch报道，英特尔旗下子公司 Mobileye 将和租车公司 Sixt SE 进行合作，明年在德国慕尼黑推出自动驾驶出租车服务。据悉，该服务将会使用蔚来的 ES8 作为驾驶车辆，测试车辆将会从几十辆汽车开始，在获得监管部门批准后开始商业运营。日后，这项自动驾驶服务还将会推广到整个欧洲。","news_type":1,"symbols_score_info":{"INTC":0.6}},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837770427,"gmtCreate":1629932217469,"gmtModify":1631885478765,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>还行","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>还行","text":"$英特尔(INTC)$还行","images":[{"img":"https://static.tigerbbs.com/65577715232ac2e9a613a43b205ccb55","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837770427","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837350964,"gmtCreate":1629858706258,"gmtModify":1631885478780,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>稳着","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>稳着","text":"$英特尔(INTC)$稳着","images":[{"img":"https://static.tigerbbs.com/84f6e51501cfaea21c029897a658abdc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837350964","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600958657,"gmtCreate":1638059241516,"gmtModify":1638059241593,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600958657","repostId":"1150186665","repostType":4,"repost":{"id":"1150186665","kind":"news","pubTimestamp":1637973315,"share":"https://www.laohu8.com/m/news/1150186665?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:35","market":"us","language":"zh","title":"2015年底与2018年底的美股调整，会重现吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150186665","media":"静观金融","summary":"未来1-2个月美股有可能出现超过15%的调整。","content":"<p>作者：张静静</p>\n<p><b>摘要</b></p>\n<p><b>美股为何在2015年底与2018年底出现调整？</b>经济放缓叠加过于强烈的加息预期。2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且向市场传递了2016年美联储还将加息4次的前瞻指引。与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%。与此同时，美联储在2018年加息4次，且2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息，10年期美债收益率又在11月8日升至3.24%。</p>\n<p><b>为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅却大于2015年Q4？</b>因为2018年Q4美股估值和无风险利率水平亦同时偏高。换言之，2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期是美股调整的催化剂，调整幅度则取决于美股估值与无风险利率水平及其变化。</p>\n<p><b>当前美股的风险点：新的变异病毒与过于强烈的加息预期。</b>11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%，而此前对美国经济的乐观预期或已部分反映在美股走势中。但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，或较delta菌株有更高的传染性。在该病毒被关注后，周五海外市场出现了明显的担忧。此外，与经济下行担忧共存的是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率以及明年加息3次的市场预期。当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，加上估值过高，预计未来1-2个月美股有可能出现超过15%的调整。</p>\n<p><b>美股会不会进入熊市？</b>不会的，加息预期降温后美股将再度企稳。首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初与2018年底美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。当前极为强烈的加息预期反而可能是美联储的筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”作用、缓解市场压力。总体而言，我们预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。</p>\n<p><b>正文</b></p>\n<p>一、美股为何在2015年底与2018年底出现调整?</p>\n<p>2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。除了均在Q4急跌外，2015年与2018年标普500指数走势还有一个共性：年度收跌。那么，这种数据共性的背后是否存在相似的宏观因素驱动?答案是肯定的：经济放缓叠加加息预期过于强烈。</p>\n<p>如图2所示，2015年Q4美国实际GDP环比折年率放缓至0.6%，为2014年Q1后最低水平。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且通过点阵图向市场传递了2016年美联储还将加息4次的前瞻指引。</p>\n<p><img src=\"https://static.tigerbbs.com/ed149e18b0244a9edbe1b472c8cde6b8\" tg-width=\"1080\" tg-height=\"570\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/7b3cc12f7c55859ab1d56e83483eca6f\" tg-width=\"711\" tg-height=\"541\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/40681ea068596f6d9b62a41c74d9bec9\" tg-width=\"711\" tg-height=\"529\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/4938271edbf46beaa722b206ff1cebd3\" tg-width=\"1055\" tg-height=\"758\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%，创下三年新低。与此同时，美联储在2018年加息4次，且在原油价格大涨的助推下，2018年10月初10年期美债收益率攀升至3.23%，创下2011年5月后最高。不仅如此，2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息(图5)，这使得油价回落后，10年期美债收益率又在11月8日升至3.24%。</p>\n<p><img src=\"https://static.tigerbbs.com/701ed648edf1b98d8250e98d4be8e422\" tg-width=\"959\" tg-height=\"761\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>那么，为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅亦大于2015年Q4?因为估值和无风险利率水平亦同时偏高。换言之，我们认为2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期则是美股调整的催化剂，而调整幅度取决于美股估值与无风险利率水平及其变化。</p>\n<p><img src=\"https://static.tigerbbs.com/0d66745bbd4ec62635577332482b6aa4\" tg-width=\"964\" tg-height=\"569\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>二、新的变异病毒与过于强烈的加息预期</p>\n<p>(一)代号为B.1.1.529的新冠病毒引发关注，市场或开始为经济放缓定价</p>\n<p>我们在10月31日报告《美国经济会衰退吗?》中指出，Delta病毒对疫情的影响降温、美国财政补贴结束推动就业意愿回升以及特效药问世等因素共振下，Q4美国经济将显著好于Q3。11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%。</p>\n<p>但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，有更多的“刺突蛋白”突变，这意味着它可能会阻碍身体的免疫反应，更容易传播。相比之下，具有高传染性的delta菌株，在其刺突蛋白结构上只有几个突变，就已经使得delta毒株比以往的菌株更擅长粘附在宿主上。最近几周南非每天新增确诊病例仅200多例，但本周四激增至2465例，可能与此有关[3]。</p>\n<p>在该病毒被关注后，周五海外市场出现了明显的担忧：欧盘阶段德国DAX股指大跌，同期原油、美债收益率也均大幅下行。可见，市场正在为该病毒的潜在风险以及全球经济再度放缓定价。</p>\n<p><img src=\"https://static.tigerbbs.com/585022f5d77aefccede5d43c4b613104\" tg-width=\"959\" tg-height=\"717\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>(二)高估值的美股与过于强烈的加息预期会不会成为美股调整的催化剂?</p>\n<p>与经济下行担忧共存在是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率(图8)以及明年加息3次的市场预期(图9)。我们认为当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，由于估值过高，因此，未来1-2个月美股有可能出现超过15%的调整。</p>\n<p><img src=\"https://static.tigerbbs.com/6e3f4b51e5dacf614ffcf7bde3cbb45c\" tg-width=\"962\" tg-height=\"605\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/795b3050314d46416c587243963413e1\" tg-width=\"961\" tg-height=\"612\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>三、美股会不会进入熊市?不会的，加息预期降温后美股将再度企稳</p>\n<p>首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初(图10)与2018年底(图11)美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。我们一直认为明年中期选举前美联储并不会落地加息靴子，而当前极为强烈的加息预期反而成为美联储的对冲筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”的作用并缓解市场压力。</p>\n<p>由于此前市场对Q4及明年美国经济极为乐观，而新变异病毒的出现大概率将引发市场对于美国乃至全球经济放缓的担忧，因此这种预期差极有可能触发美股调整。加上极高的估值与明年加息3次的预期催化，预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。</p>\n<p><img src=\"https://static.tigerbbs.com/974b4b06b66bf97f08431cece5211d04\" tg-width=\"966\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/4dca50ea16f3c1fb391d12a4650dca5e\" tg-width=\"822\" tg-height=\"717\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"lsy1571618842096","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>2015年底与2018年底的美股调整，会重现吗?</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\">\n2015年底与2018年底的美股调整，会重现吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 08:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/610638.html><strong>静观金融</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：张静静\n摘要\n美股为何在2015年底与2018年底出现调整？经济放缓叠加过于强烈的加息预期。2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/610638.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02ad453d1404f80bdd57419bc97bfad5","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/610638.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150186665","content_text":"作者：张静静\n摘要\n美股为何在2015年底与2018年底出现调整？经济放缓叠加过于强烈的加息预期。2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。这两次调整背后存在相似的宏观背景：经济放缓叠加过于强烈的加息预期。2015年Q4美国实际GDP环比折年率放缓至0.6%。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且向市场传递了2016年美联储还将加息4次的前瞻指引。与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%。与此同时，美联储在2018年加息4次，且2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息，10年期美债收益率又在11月8日升至3.24%。\n为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅却大于2015年Q4？因为2018年Q4美股估值和无风险利率水平亦同时偏高。换言之，2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期是美股调整的催化剂，调整幅度则取决于美股估值与无风险利率水平及其变化。\n当前美股的风险点：新的变异病毒与过于强烈的加息预期。11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%，而此前对美国经济的乐观预期或已部分反映在美股走势中。但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，或较delta菌株有更高的传染性。在该病毒被关注后，周五海外市场出现了明显的担忧。此外，与经济下行担忧共存的是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率以及明年加息3次的市场预期。当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，加上估值过高，预计未来1-2个月美股有可能出现超过15%的调整。\n美股会不会进入熊市？不会的，加息预期降温后美股将再度企稳。首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初与2018年底美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。当前极为强烈的加息预期反而可能是美联储的筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”作用、缓解市场压力。总体而言，我们预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。\n正文\n一、美股为何在2015年底与2018年底出现调整?\n2015年11月3日至2016年2月11日期间标普500指数下挫13.3%，2018年10月1日至12月24日期间标普500指数下挫19.6%。除了均在Q4急跌外，2015年与2018年标普500指数走势还有一个共性：年度收跌。那么，这种数据共性的背后是否存在相似的宏观因素驱动?答案是肯定的：经济放缓叠加加息预期过于强烈。\n如图2所示，2015年Q4美国实际GDP环比折年率放缓至0.6%，为2014年Q1后最低水平。在此背景下，美联储不仅在2015年12月议息会议上落地了加息靴子，并且通过点阵图向市场传递了2016年美联储还将加息4次的前瞻指引。\n\n与2015年Q4情况类似，2018年Q4美国实际GDP环比折年率降至0.9%，创下三年新低。与此同时，美联储在2018年加息4次，且在原油价格大涨的助推下，2018年10月初10年期美债收益率攀升至3.23%，创下2011年5月后最高。不仅如此，2018年9月美联储议息会议点阵图暗示2019年仍有2-3次加息(图5)，这使得油价回落后，10年期美债收益率又在11月8日升至3.24%。\n\n那么，为什么2018年Q4美国经济增速高于2015年Q4，但美股跌幅亦大于2015年Q4?因为估值和无风险利率水平亦同时偏高。换言之，我们认为2015年Q4与2018年Q4美股下跌的核心原因是经济放缓，但是过于强烈的加息预期则是美股调整的催化剂，而调整幅度取决于美股估值与无风险利率水平及其变化。\n\n二、新的变异病毒与过于强烈的加息预期\n(一)代号为B.1.1.529的新冠病毒引发关注，市场或开始为经济放缓定价\n我们在10月31日报告《美国经济会衰退吗?》中指出，Delta病毒对疫情的影响降温、美国财政补贴结束推动就业意愿回升以及特效药问世等因素共振下，Q4美国经济将显著好于Q3。11月24日美国亚特兰大联储预计Q4美国实际GDP环比折年率为8.6%，远高于Q3的实际值为2.1%。\n但是事情可能出现了一些变化。近期全球出现了一种代号为B.1.1.529的新冠病毒，有更多的“刺突蛋白”突变，这意味着它可能会阻碍身体的免疫反应，更容易传播。相比之下，具有高传染性的delta菌株，在其刺突蛋白结构上只有几个突变，就已经使得delta毒株比以往的菌株更擅长粘附在宿主上。最近几周南非每天新增确诊病例仅200多例，但本周四激增至2465例，可能与此有关[3]。\n在该病毒被关注后，周五海外市场出现了明显的担忧：欧盘阶段德国DAX股指大跌，同期原油、美债收益率也均大幅下行。可见，市场正在为该病毒的潜在风险以及全球经济再度放缓定价。\n\n(二)高估值的美股与过于强烈的加息预期会不会成为美股调整的催化剂?\n与经济下行担忧共存在是处于1930年以来次高水位的标普500指数10年席勒周期调整市盈率(图8)以及明年加息3次的市场预期(图9)。我们认为当前美股面临的经济放缓预期以及过于强烈的加息预期与2015年底及2018年底极为类似，由于估值过高，因此，未来1-2个月美股有可能出现超过15%的调整。\n\n三、美股会不会进入熊市?不会的，加息预期降温后美股将再度企稳\n首先，只要美国不再重新防疫封锁，经济出现超预期、大幅下行的概率仍然不是很高。此外，2016年初(图10)与2018年底(图11)美股调整后美联储立即调降了加息预期，随着货币政策态度转鸽，美股也逐步企稳、转涨。我们一直认为明年中期选举前美联储并不会落地加息靴子，而当前极为强烈的加息预期反而成为美联储的对冲筹码，一旦市场出现较大的下行风险，调降加息预期就能达到“安全垫”的作用并缓解市场压力。\n由于此前市场对Q4及明年美国经济极为乐观，而新变异病毒的出现大概率将引发市场对于美国乃至全球经济放缓的担忧，因此这种预期差极有可能触发美股调整。加上极高的估值与明年加息3次的预期催化，预计未来1-2月标普500指数或有超过15%(超过2015年底的调整幅度)的调整。但随后美联储有望通过打压加息预期的方式对冲市场风险，令美股再度企稳。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840969659,"gmtCreate":1635575852412,"gmtModify":1635575852542,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>逢低买入","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>逢低买入","text":"$英特尔(INTC)$逢低买入","images":[{"img":"https://static.tigerbbs.com/56742bd69edb9aed06910e65f7968a24","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840969659","isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858627568,"gmtCreate":1635047581882,"gmtModify":1635047582065,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091536494292900","authorIdStr":"4091536494292900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🙈🙈🙈","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>🙈🙈🙈","text":"$英特尔(INTC)$🙈🙈🙈","images":[{"img":"https://static.tigerbbs.com/73ea2bb353f732043d7d589fb26ca3b7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858627568","isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}